Contract Management

1 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Reporting from Contract Management 14.0
Using BI Publisher 11g
2 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Oracle Safe Harbor Statement
The following is intended to outline our general product
direction. It is intended for information purposes only, and
may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality,
and should not be relied upon in making purchasing
decisions. The development, release, and timing of any
features or functionality described for Oracle‟s products
remains at the sole discretion of Oracle.

3 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Program Agenda
• Overview
• Installing and Configuring
• Getting Started with BI Publisher
• Creating and Updating a New Report
4 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Overview
• About BI Publisher
• Benefits
̶ Enterprise Reporting Solution
̶ Web Deployed
̶ Multi-Product Usage
• Usage with Contract Management
̶ Reports
̶ Forms
̶ Letters
5 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Installing and Configuring
• Recommended: Separate Servers for BI Publisher and
Contract Management
• Download All Media Components to Same Root Folder
– Repository Creation Utility
– Oracle Business Intelligence Installer
• Installs WebLogic 10.3.5
• Installs BI Publisher 11.1.1.5.0

Getting Started
6 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Installing and Configuring
Downloading from eDelivery or OTN
7 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Installing and Configuring
• Create the BI Publisher Database Schema with RCU
• Install BI Publisher
• Supporting Documentation on OTN
– BI Publisher 11.1.1.5.0 Quick Installation Guide
– BI Publisher 11.1.1.5.0 Documentation Library
• Installation support is handled by BI Publisher Support
• Configuration with Contract Management is handled by
Contract Management Support
Installing BI Publisher
8 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Installing and Configuring
Administration URL: http://<bip_server>:<port>/xmlpserver

Updating Authentication within BI Publisher Administration
9 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Installing and Configuring
• Add Contract Management Reports, Forms, and Letter
Templates to BI Publisher

From:


To:

Integrating with Contract Management
10 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Installing and Configuring
• Configure the integration within Primavera Administrator





• Import your Reports, Forms, and Templates
• All set!

Integrating with Contract Management
11 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
• Web Based Interface
– Layout Editor
– Query Editor
– Administration
• Report Components
– Reports/Layouts (XDO)
– Data Models (XDM)
Background
12 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
Navigation - Administration
13 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
Navigation – Reports, Forms, and Letter Templates
14 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
Navigation – Data Models
15 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
Navigation – Opening a Report
16 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
Navigation – Report View
17 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
Navigation – Layout View
18 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Getting Started with BI Publisher
1. Create a New JDBC
2. Update your Data Model
̶ Update Data Model > Default Data Source
̶ Update Data Set > Data Source
3. Create Sample XML
Data Set (optional)
4. Run your report!



Running a Report from within BI Publisher
19 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Creating and Updating a New Report
• Create a New Report
– Create a new report using an existing Data Model
– Use Save As to copy an existing Report
– Make a copy of an XDO using a File Browser
• Open your Report in Edit Mode to Manage Layouts
• Open your Layout in Edit Mode to Customize your Format
• Open your Data Model in Edit Mode to add or remove
database columns

Creating and Opening
20 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Creating and Updating a New Report
• Save R_CON_01 as R_CON_TONY
• Updates to Data Model
– Add Conditional Cost Type Column
– Add Prompt for Criteria on Contract Date
• Updates to Layout
– Alternate Row Shading
– Add Contract Count & Total for Revised Contract Sums
– Show Contracts under $100,000 in red
– Add New Layout called „Test‟
– Group by Conditional Cost Type Column

Demonstration – R_CON_01
21 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Resources
• Oracle Technology Network (OTN) – http://oracle.com/technology
̶ BI Publisher Home – http://www.oracle.com/technetwork/middleware/bi-
publisher/overview/index.html
̶ Getting Started Guide – http://st-
curriculum.oracle.com/obe/fmw/bi/bip/bip11g/gettingstarted/gettingstarted.htm
• Blog – http://blogs.oracle.com/xmlpublisher
• YouTube Channel – http://youtube.com/user/bipublisher
• Communities – http://communities.oracle.com
• Oracle University – http://education.oracle.com
– OracleBI Publisher 11G R1: Fundamentals
22 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8
Resources – My Oracle Support
• My Oracle Support – http://support.oracle.com
̶ 1382046.1 – “How to Install Oracle BI Publisher 11.1.1.5.0 for use with
Contract Management 14 and Later”
̶ 1361214.1 – “How to Integrate and Configure Contract Management with BI
Publisher”
̶ 740964.1 – “Advisor Webcast Archived Recordings”
Using Oracle BI Publisher 11.1.1.5.0 with Contract Management 14 (2/21/12)
̶ 1356957.1 – “FAQ: BI Publisher and Contract Management v14.0”
̶ 1357830.1 – “How To Create a New Contract Management Letter Template
in BI Publisher”
̶ To browse content, search for: “Contract Management BI Publisher”
23 Copyright © 2012, Oracle and/or its affiliates. All rights
reserved.
Insert Information Protection Policy Classification from Slide 8