Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 New Features in BI Publisher Release 10.1.3.4.1

• 1.1 Support for Oracle WebLogic Server 10.3
  • 1.1.1 Deploying BI Publisher to Oracle WebLogic Server 10.3
  • 1.1.2 Required Settings for the WebLogic Start Script
• 1.2 Extended Support for Single Sign-On Providers
  • 1.2.1 Configuring Single Sign-On for BI Publisher
• 1.3 Automatic Refresh of LDAP Cache
• 1.4 Support for Siebel CRM Security
  • 1.4.1 Setting Up BI Publisher Roles as Siebel CRM Responsibilities
  • 1.4.2 Configure BI Publisher to Use Siebel Security
  • 1.4.3 Authorize Siebel Responsibilities to Access BI Publisher Data Sources and Folders
• 1.5 Support for Secure File Transfer Protocol (SFTP) for Burst Reports
• 1.6 Data Model Enhancements
  • 1.6.1 Web Service Data Set Type Enhancement: Specify Path to Data in SOAP Response
  • 1.6.2 SQL Query Data Set New Property: Use Default Schema Only
• 1.7 Support for JNDI for Scheduler Connections
• 1.8 Support for Expressions to Calculate Date Parameters
• 1.9 RTF Template Enhancements
  • 1.9.1 Get List of BI Publisher Configuration Settings
  • 1.9.2 Enable Debug Mode for an RTF Template
  • 1.9.3 Number to Word Conversion in Report Output
• 1.10 Remove Logos and Links from the BI Publisher Header
• 1.11 Disable Access to Guest Page
• 1.12 Updates to the BI Publisher Web Service
  • 1.12.1 Summary of Changes
  • 1.12.2 New Complex Types
    • 1.12.2.1 BIPDataSource
    • 1.12.2.2 JDBCDataSource
    • 1.12.2.3 FileDataSource
    • 1.12.2.4 DeliveryServiceDefinition
    • 1.12.2.5 TemplateFormatLabelValue
    • 1.12.2.6 ArrayOfTemplateFormatLabelValue
    • 1.12.2.7 TemplateFormatsLabelValues
    • 1.12.2.8 ArrayOfTemplateFormatsLabelValues
  • 1.12.3 Changed Complex Types
    • 1.12.3.1 DeliveryRequest
    • 1.12.3.2 EmailDeliveryOption
    • 1.12.3.3 ParamNameValue
    • 1.12.3.4 PrintDeliveryOption
    • 1.12.3.5 ReportRequest
  • 1.12.4 New Operations
    • 1.12.4.1 getTemplateParameters
      • 1.12.4.1.1 Input Message: getTemplateParametersRequest
      • 1.12.4.1.2 Return Message: getTemplateParametersResponse
    • 1.12.4.2 getDeliveryServiceDefinition
      • 1.12.4.2.1 Input Message: getDeliveryServiceDefinitionRequest
      • 1.12.4.2.2 Return Message: getDeliveryServiceDefinitionResponse
    • 1.12.4.3 deliveryService
      • 1.12.4.3.1 Input Message: deliveryServiceRequest
      • 1.12.4.3.2 Return Message: deliveryServiceResponse
  • 1.12.5 Changed Operations
  • 1.12.6 Using the InSession Operations
    • 1.12.6.1 login
      • 1.12.6.1.1 Input Message: loginRequest
      • 1.12.6.1.2 Return Message: loginResponse
    • 1.12.6.2 logout
      • 1.12.6.2.1 Input Message: logoutRequest
      • 1.12.6.2.2 Return Message: logoutResponse

2 New Features in BI Publisher Release 10.1.3.4.2

• 2.1 Display Scheduler Job Times in the User's Preferred Time Zone
• 2.2 Attachment Name Field for E-mail Deliveries
• 2.3 Control Initial Display of PDF Navigation Panel
• 2.4 Support for Safe Divide Function
• 2.5 Support for Hyperlinking Across Templates
• 2.6 Support for "Comb of Characters" Option for Form Fields in PDF Templates
• 2.7 Support for JDBC Triggers
• 2.8 Integrating with Microsoft Active Directory
  • 2.8.1 Configuring Active Directory for BI Publisher
  • 2.8.2 Configuring BI Publisher to Use Active Directory
  • 2.8.3 Logging In to BI Publisher Using the Active Directory Credentials
  • 2.8.4 Assign Data Access and Folder Permissions to Roles
• 2.9 Using LDAP Attribute Values as Bind Variables in Data Queries
• 2.10 Support for IBM WebSphere 7.x

3 Creating Excel Templates in Release 10.1.3.4.2

• 3.1 Overview
  • 3.1.1 Features of Excel Templates
  • 3.1.2 Limitations of Excel Templates
  • 3.1.3 Prerequisites
  • 3.1.4 Supported Output
  • 3.1.5 Desktop Tools
• 3.2 Concepts
  • 3.2.1 Identifying Data Field Placeholders and Groups
  • 3.2.2 Use of Excel Defined Names
  • 3.2.3 About the XDO_ Defined Names
  • 3.2.4 Using Native Excel Functions
  • 3.2.5 About the XDO_METADATA Sheet
• 3.3 Building a Simple Template
  • 3.3.1 Step 1: Obtain Sample XML Data from the Data Model
  • 3.3.2 Step 2: Design the Layout in Excel
  • 3.3.3 Step 3: Assign the BI Publisher Defined Names
    • 3.3.3.1 Applying a Defined Name to a Cell
    • 3.3.3.2 Understanding Groups
    • 3.3.3.3 Creating Groups in the Template
  • 3.3.4 Step 4: Prepare the XDO_METADATA Sheet
    • 3.3.4.1 Format of the XDO_METADATA Sheet
    • 3.3.4.2 Creating the XDO_METADATA Sheet
    • 3.3.4.3 Adding the Calculation for the XDO_?TOTAL_SALARY? Field
  • 3.3.5 Step 5: Test the Template
• 3.4 Formatting Dates
• 3.5 Defining BI Publisher Functions
  • 3.5.1 Reporting Functions
    • 3.5.1.1 Splitting the Report into Multiple Sheets
    • 3.5.1.2 Declaring and Passing Parameters
    • 3.5.1.3 Defining a Link
    • 3.5.1.4 Importing and Calling a Subtemplate
    • 3.5.1.5 Referencing Java Extension Libraries
  • 3.5.2 Formatting Functions That Rely on Specific Data Attribute Values
    • 3.5.2.1 Defining Border and Underline Styles
    • 3.5.2.2 Skipping a Row
  • 3.5.3 Grouping Functions
    • 3.5.3.1 Grouping the data
    • 3.5.3.2 Regrouping the Data
• 3.6 Preprocessing the Data Using an XSL Transformation (XSLT) File
• 3.7 Debugging a Template Using the Template Viewer