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<Insert Picture Here> Dmitry Nefedkin Oracle ISV Migration Center FMW Consultant [email protected] Converting Oracle Reports to BI Publisher Reports

Convert Oracle Reports to Oracle BI Publisher

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Page 1: Convert Oracle Reports to Oracle BI Publisher

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Dmitry Nefedkin

Oracle ISV Migration Center FMW Consultant

[email protected]

Converting Oracle Reports to BI Publisher Reports

Page 2: Convert Oracle Reports to Oracle BI Publisher

ISV Migration Center Team

• Who we Are ISV Migration Center Team is a team of senior technical consultants

based in Eastern and Central Europe and represents Oracle's technical investment

for partners.

• Mission Statement Enable partners to rapidly and successfully adopt and

implement Oracle latest technology

• What do we Offer Whether you are selling Oracle technology, building business

solutions, including hosted Internet solutions or providing system integration and

implementation services for Oracle technology, IMC Team can help you succeed.

• How can we assist We offer a wide range of free services for partners such as

one2one assistance, webinars, seminars and hands-on workshops.

For more information, visit the IMC website.

ISV Migration Center blog: http://blogs.oracle.com/imc

Contacts:

Ruxandra Radulescu, ISV Migration Center Manager EE&CIS

[email protected]

Page 3: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 4: Convert Oracle Reports to Oracle BI Publisher

Oracle Reports Strategy

Oracle Application Development Tools Statement of Direction: Oracle Forms, Oracle Reports and Oracle Designer (http://www.oracle.com/technetwork/issue-archive/2010/toolssod-3-129969.pdf )

“ Oracle Forms and Reports

Oracle has no plan to desupport these products. Furthermore, new

version of Oracle Forms, Oracle Reports will continue to be

released as part of Oracle Fusion Middleware and Oracle Forms

11g and Oracle Reports 11g are components of Oracle Fusion

Middleware 11g. In line with our product strategy, future

development activities will be aimed at smoother version-to-

version upgrade, integration with features of the platform/

technology stack and product stability.”

Page 5: Convert Oracle Reports to Oracle BI Publisher

Lifetime Support Policy for Fusion

Middleware

• http://bit.ly/OFMLifetime

Page 6: Convert Oracle Reports to Oracle BI Publisher

Oracle Reports upgrade

Helpful links:

• Oracle Reports: Migration from 6i to 10g

(http://www.oracle.com/technetwork/middleware/repor

ts/index-092180.html)

• Oracle® Fusion Middleware Upgrade Guide for

Oracle Portal, Forms, Reports, and Discoverer11g

(http://download.oracle.com/docs/cd/E12839_01/upgr

ade.1111/e10130/toc.htm )

• My Oracle Support ,document ID 1088988.1 ―Using

the Upgrade Assistant to Upgrade OracleAS 10g

Forms / Reports Services to Oracle Middleware 11g

Rel 1 (video)‖

Page 7: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 8: Convert Oracle Reports to Oracle BI Publisher

Reporting ChallengesRequirements are Diverse

• High Fidelity Reports

• Partner Reports

• Financial Statements

• Government forms

• Marketing materials

• Contracts

• Checks, Labels

• XML

• EFT / EDI

• Multiple destinations

Reports

Checks

Labels

Invoices

XML / EFT / EDIDestinations

Page 9: Convert Oracle Reports to Oracle BI Publisher

Reporting ChallengesComplex Infrastructure

Check Print

Server

Payment

Server

Invoice

Server

Report

Formatter

Reports

Label

ManagerLabels

Delivery

Server

Checks

XML / EFT / EDI

• Multiple reporting solutions

• Highly-skilled engineers

required to maintain servers

and report formats

Costly

Time consuming

Complex systems

Expensive maintenance

Labor intensive

Invoices

Destinations

Page 10: Convert Oracle Reports to Oracle BI Publisher

Reporting Challenges Slow Development

Iterate on Report Requirements

Must be same geometry, font, margin

size, etc.

Report Requirements

Report files Report Output

Page 11: Convert Oracle Reports to Oracle BI Publisher

Reporting ChallengesDifficult to Maintain

Data logic Layout

Translation

• 1 Query

• 10 Layouts

• 10 Translations

= 100 report files

High development cost

High customization cost

Difficult upgrade

Combined query, layout, and translation

1 Query 10 Layouts

10 Translations

Page 12: Convert Oracle Reports to Oracle BI Publisher

Reporting ChallengesOther Issues

• Production Issues• Huge load on the transactional database, shuts down the

operation

• Output file size, time to produce the reports …

• High maintenance, proprietary report programming languages require expensive specialists and consultants

• Global Deployment Issues• Multiple Instances required for different character sets

• Insufficient support for Bi-Directional Languages

• Dependence on Printer Character sets require language specific printers

Page 13: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 14: Convert Oracle Reports to Oracle BI Publisher

Benefits of BI PublisherSimplified Report Maintenance

Separate query, layout, and translation

Report

output

Flexibility

Reduced maintenance

Data Logic

Layout

TranslationBI Publisher

Page 15: Convert Oracle Reports to Oracle BI Publisher

Report Outputs

XML

Report Templates

Multiple Data Sources

Benefits of BI PublisherFaster Development

• Business users create layouts with

familiar desktop tools

• IT builds data model

Rapid Development

Page 16: Convert Oracle Reports to Oracle BI Publisher

Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

Power

Point

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository• Word

• Acrobat

• JDev

Layout Tools

• Excel

• Flex

• Others

Benefits of BI PublisherMultiple output formats & delivery destinations

Web Services

Oracle 10g, Oracle BI EE,

Oracle BI Apps SQL Server

E-Business Suite,

PeopleSoft,JDE

OLAP

XSL

Page 17: Convert Oracle Reports to Oracle BI Publisher

BI Publisher BenefitsGlobal Consolidation

• Create ONE template for any of 185 languages and 244 territories

• Single Global Instance – Translated User Interface

• BI Publisher ships with full set of Unicode Fonts

• No need for expensive language-specific printers

• BI Publisher is alone in supporting

• Chinese, Japanese,

Korean

• Bidirectional

Languages

• Unicode

• Multiple Language

Support

Page 18: Convert Oracle Reports to Oracle BI Publisher

BI Publisher BenefitsHot-Pluggable

• Pure Java application - any J2EE application server

• Rich set of Java APIs for custom application development

• Web Services for SOA development

• Any data source: JDBC and Web services XML data sources

• MDX OLAP Data sources: Essbase, Analysis Servers, SAP/BW

• Standard W3C XSL-FO style sheets

• Output formats in PDF, PS, RTF, HTML…

• Delivery Support for

• Internet Printing Protocol, CUPS

• Internet Fax Protocol

• SMTP email protocol

• WebDAV, FTP, SFTP

Page 19: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 20: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityIntroduction

Oracle

Report RDF

files

RDF XML

Conversion

Utility

LOV

RTF Template

rwconverter.PLS files

.xdo file

Log file

Reports 9i or

higher

Data

Template

Page 21: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityData Template

Page 22: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityPrerequisites

• Oracle Reports 9i or later• Source reports must eventually be in Oracle Reports XML format. Oracle

Reports XML format is supported in Oracle Reports 9i and above

• If your source reports are not in Oracle Reports XML format, the conversion

utility will do this conversion automatically. However, this requires Oracle

Reports Designer 9i or later on the same machine where you will do the

conversion.

• Setting classpath (all these jars can be found in

<BIP1034_INSTALL_DIR>\oc4j_bi\j2ee\home\applications\xmlpserv

er\xmlpserver\WEB-INF\lib)

• collections.jar, xmlparserv2.jar, xdocore.jar, aolj.jar, Versioninfo.jar

• JDK 1.5 or higher

Page 23: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityConversion Steps

• Run the conversion Tool from Command Prompt

• Load the PL/SQL package into Database

• Upload report and template to BI Publisher Repository

• View Report

• Check Log file for any manual step

Page 24: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityCommand Line Usage

java oracle.apps.xdo.rdfparser.BIPBatchConversion [-

debug] -source SourceDirectory -target TargetDirectory

[-oraclehome OracleHomePath]

-source — (required) Source directory for Oracle Reports files. All reports must

be in the same format - either RDF or XML.

-target — (required) Target directory to create Oracle BI Publisher report

objects. This includes the Oracle BI Publisher Report file (.xdo), the layout

template file (.rtf), the PL/SQL package, and log file.

-oraclehome — (optional) If your reports are in Oracle Reports XML format do

not specify this parameter. If your reports are not in Oracle Reports XML format,

specify the Oracle home path where Oracle Report Designer (9i or later version)

is installed. BIPBatchMigration assumes that rwconverter is contained in the bin

directory beneath the Oracle Home path.

-debug — (optional) To run the utility in debug mode and write debug statements

to the log file.

Page 25: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityCommand Line Usage Examples

XDO_LIB_DIR=<BIP1034_INSTALL_DIR>\oc4j_bi\j2ee\home\applications\xmlpserver\x

mlpserver\WEB-INF\lib

• Source Report in Oracle Reports RDF FileThis example requires you to specify the -oraclehome path.

java.exe -classpath %XDO_LIB_DIR%\xdocore.jar;

%XDO_LIB_DIR%\collections.jar; %XDO_LIB_DIR%\aolj.jar;

%XDO_LIB_DIR%\xmlparserv2.jar;%XDO_LIB_DIR%\versioninfo.jar

oracle.apps.xdo.rdfparser.BIPBatchConversion -source

d:\source\oracle_reports\SRC1 -target d:\reports\output -oraclehome

D:\oracle\BIToolsHome_1 –debug

• Source Report in Oracle Reports XML FormatDo not specify the -oraclehome parameter in this example.

java.exe -classpath %XDO_LIB_DIR%\xdocore.jar;

%XDO_LIB_DIR%\collections.jar; %XDO_LIB_DIR%\aolj.jar;

%XDO_LIB_DIR%\xmlparserv2.jar;%XDO_LIB_DIR%\versioninfo.jar

oracle.apps.xdo.rdfparser.BIPBatchConversion -source

d:\source\oracle_reports\SRC1 -target d:\reports\output –debug

Page 26: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityCapability Highlights

• Layout• Tabular, Form based & Free form reports

• Repeating frames

• Header & Footer

• Data• Single / Multiple Query Reports

• Grouping, Sorting

• Summary Columns, formula columns, Aggregations

• Parameters, Lexical References, PL SQL Functions

• Flexfield

• Before and After Report Triggers, Before and After Parameter Form

Triggers

Page 27: Convert Oracle Reports to Oracle BI Publisher

Conversion UtilityImportant Notes

• Currently conversion utility exists for BI Publisher

10.1.3.3 and 10.1.3.4 only;

• Conversion utility for BI Publisher 11g is planned for

the future release;

• Oracle Reports to BI Publisher 11g conversion is a 2-

step process now:

• Convert Oracle Reports to BI Publisher 10g

• Upgrade BI Publisher 10g report files to 11g report files using

Upgrade Assistant tool available with 11g

Page 28: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 29: Convert Oracle Reports to Oracle BI Publisher

DemoD E M O N S T R A T I O N

Page 30: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 31: Convert Oracle Reports to Oracle BI Publisher

BIP 10g to 11g Upgrade Components

Report Catalog

Data Model (.xdm)

Report (.xdo)

Report (.xdo)

Data Definition

Sample XML

Template (RTF, PDF, etc.)

Translation Files (XLIFF)

Report Runtime Configuration file (xdo.cfg)

Template (RTF, PDF, etc.)

Translation Files (XLIFF)

Report Runtime Configuration file (xdo.cfg)

Data Definition

Sample XML

Page 32: Convert Oracle Reports to Oracle BI Publisher

BIP 10g to 11g Upgrade Components

Quartz Table Quartz Table

Admin Files

Scheduler Schema

• Users, Roles, Permissions • Report Data Source • Password encryption• Security Model• Delivery Channels

• Scheduled Jobs• Job History

Page 33: Convert Oracle Reports to Oracle BI Publisher

Upgrade Assistant11g Install - Upgrade Chart

RCU BISHIPHOME InstallStart

Upgrade Assistant

End

Upgrade Required?

No

Yes

Post Install Configuration

Page 34: Convert Oracle Reports to Oracle BI Publisher

Input for UA (10g) Output from UA (11g)

BI Publisher Repository Upgrade

• BI Publisher Repository

- Reports (Shared/Private)

- Admin Files

• BI Publisher Catalog

- Reports (Shared/Private)

- Data Model (Shared/Private)

• Admin Files

BI Publisher Scheduler Schema Upgrade

Upgrade Assistant (UA)Upgrade Steps

Repository

Quartz Table

Repository

Quartz Table

Page 35: Convert Oracle Reports to Oracle BI Publisher

BIP 10g to 11g UpgradeMore information on upgrade:

Oracle® Fusion Middleware Upgrade Guide for Oracle Business

Intelligence 11g Release 1

(http://download.oracle.com/docs/cd/E14571_01/bi.1111/e16452/toc.htm )

Page 36: Convert Oracle Reports to Oracle BI Publisher

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Agenda

• Oracle Reports strategy & support policy

• Reporting challenges

• Benefits of BI Publisher

• Oracle Reports -> BI Publisher Conversion Utility

• Demo

• Upgrade BI Publisher to 11g

• Links to the additional content

Page 37: Convert Oracle Reports to Oracle BI Publisher

More Information

• BI Publisher 10.3.4 documentation:

• http://download.oracle.com/docs/cd/E12844_01/welcome.html

• Converting Reports from Oracle Reports to Oracle BI Publisher:

http://download.oracle.com/docs/cd/E12844_01/doc/bip.1013/e1

2187/T518230T518393.htm

• BI Publisher 11g documentation:

• http://download.oracle.com/docs/cd/E14571_01/bi.htm

• BI Publisher Forum:

• http://forums.oracle.com/forums/forum.jspa?forumID=245

• BI Publisher Blog:

• http://blogs.oracle.com/xmlpublisher/

Page 38: Convert Oracle Reports to Oracle BI Publisher

Questions

©2010 Oracle Corporation

Dmitry Nefedkin

Oracle ISV Migration Center FMW Consultant

[email protected]

ISV Migration Center blog: http://blogs.oracle.com/imc