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Oracle® Transportation Management

Report Designer’s Guide


Release 6.4.3
Part No. E92130-01

December 2017
Copyright Notice
Oracle® Transportation Management Report Designer’s Guide, Release 6.4.3
Part No. E92130-01
Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
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Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. iii
Contents
COPYRIGHT NOTICE ................................................................................. III

CONTENTS................................................................................................. IV

TABLE OF FIGURES.................................................................................... VI

TABLES...................................................................................................... VI

SEND US YOUR COMMENTS ...................................................................... VII

PREFACE ................................................................................................ VIII

CHANGE HISTORY .................................................................................................. VIII


1. OVERVIEW ........................................................................................ 1-1

REPORT CONSUMER ................................................................................................ 1-1


REPORT DESIGNER ................................................................................................. 1-1
ACCESSING BI PUBLISHER....................................................................................... 1-1
COMPLETE SUITE OF OBIEE ..................................................................................................... 1-1
BI PUBLISHER COMPONENT ...................................................................................................... 1-2

2. ARCHITECTURE ................................................................................. 2-1

REPORT SYSTEM .................................................................................................... 2-1


REPORT CONTENT .................................................................................................. 2-1
REPORT GENERATION ............................................................................................. 2-2
IMPORTANT NOTES ................................................................................................ 2-2
3. CREATE A NEW REPORT IN BI PUBLISHER ........................................ 3-1

REPORT COMPONENTS ............................................................................................ 3-1


WHAT YOU CAN CREATE OR EDIT ............................................................................................... 3-1
PROCESS OVERVIEW............................................................................................... 3-2
DATA SOURCE ..................................................................................................................... 3-2
NOTES .............................................................................................................................. 3-3
REPORT FOLDERS................................................................................................... 3-3
DATA MODELS....................................................................................................... 3-4
CREATING A DATA MODEL ........................................................................................................ 3-4
EDITING A DATA MODEL.......................................................................................................... 3-4
NOTES .............................................................................................................................. 3-4
UTILITY PACKAGES ................................................................................................................ 3-5
PARAMETERS ....................................................................................................................... 3-9
DATE AND TIMESTAMP HANDLING ............................................................................................. 3-10
LAYOUTS............................................................................................................ 3-11
LAYOUT TEMPLATES ............................................................................................................. 3-11
OVERALL PROCESS TO CREATE OR EDIT LAYOUTS ........................................................................... 3-12
DELETING LAYOUT TEMPLATES ................................................................................................. 3-12
GENERATING SAMPLE REPORT DATA: PROCEDURE .......................................................................... 3-12

iv Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
LAYOUT EDITOR TEMPLATES ................................................................................................... 3-13
RTF AND EXCEL REPORT LAYOUT TEMPLATES ................................................................................ 3-14
UPLOADING THE LAYOUT TEMPLATE FILE TO THE REPORT DEFINITION .................................................... 3-15
CONFIGURING LAYOUT SETTINGS FOR REPORTS ............................................................................. 3-15

4. USE BI PUBLISHER REPORT IN OTM .................................................. 4-1

SETUP ................................................................................................................. 4-1


REPORT SYSTEM ................................................................................................................... 4-1
REPORT ............................................................................................................................. 4-1
DATA SECURITY ................................................................................................................... 4-2

5. SAMPLE OTM REPORTS ...................................................................... 5-1

6. EXPORT AND IMPORT REPORTS TO BI PUBLISHER REPOSITORY ...... 6-1

CONFIGURE THE BI PUBLISHER CATALOG UTILITY ........................................................ 6-1


COMMAND LINE UTILITIES TO IMPORT AND EXPORT REPORT ARTIFACTS ........................... 6-2
EXPORT COMMAND ................................................................................................................ 6-2
IMPORT COMMAND ................................................................................................................ 6-2
OTHER OPTIONS TO MOVE THE REPORT ARTIFACTS ....................................................... 6-2
7. INTERMEDIATE FILE PERSISTENCE ................................................... 7-1

8. PRINTING REPORTS .......................................................................... 8-1

SET UP A PRINTER THAT MEETS ORACLE CLOUD REQUIREMENTS ...................................... 8-1


CONFIGURE PRINTER IN BI PUBLISHER ...................................................................... 8-1
PRINT FROM BI PUBLISHER ..................................................................................... 8-2
CONFIGURE PRINTER IN OTM .................................................................................. 8-3
CONFIGURE THE PRINTERS ....................................................................................................... 8-3
PRINT FROM OTM.................................................................................................. 8-3
OPTION 1 .......................................................................................................................... 8-3
OPTION 2 .......................................................................................................................... 8-3
ENABLE OTM PRINT LOGGING .................................................................................. 8-4
VIEW LOGGING .................................................................................................................... 8-4
DEBUGGING USING CUPS PRINT SERVER ................................................................... 8-5
IPP PRINTING FREQUENTLY ASKED QUESTIONS (FAQS) ............................................... 8-5
9. BI PUBLISHER 10G MIGRATION ........................................................ 9-1

MIGRATING FROM STAND-ALONE BI PUBLISHER 10G .................................................... 9-1


MIGRATING FROM EMBEDDED BI PUBLISHER 10G......................................................... 9-1
MIGRATING FROM BI PUBLISHER 11G TO 12C ............................................................. 9-2
10. REPORT STORAGE AND CLEANUP .................................................. 10-1

REPORT STORAGE ................................................................................................ 10-1


REPORT PERSISTENCE........................................................................................... 10-1
GENERAL FILE CLEANUP ........................................................................................ 10-2
11. TROUBLESHOOTING ...................................................................... 11-1

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. v
REPORT LOGGING ................................................................................................ 11-1
ORACLE TRANSPORTATION MANAGEMENT LOGGING ......................................................................... 11-1
BI PUBLISHER LOGGING ........................................................................................................ 11-1

FREQUENTLY ASKED QUESTIONS ............................................................................. 11-1


HOW DO I CONFIGURE BI PUBLISHER REPORTS IN ORACLE TRANSPORTATION MANAGEMENT? ......................... 11-1
WHICH DATABASE USER IS USED FOR GENERATING REPORTS? ............................................................. 11-2
I AM UPGRADING FROM PRE 6.4 RELEASES TO 6.4.2. WHAT ARE THE STEPS I NEED TO FOLLOW?..................... 11-2
CAN I USE THE DATA TEMPLATE AND FORMAT TEMPLATE I HAVE IN PRE 6.4 RELEASES FOR REPORTS IN 6.4.2? ..... 11-3
CAN I USE PARAMETER OPERATORS IN 6.4.2? .............................................................................. 11-3
CAN I USE CONFIGURE CONSOLIDATED REPORTS? ........................................................................... 11-3
WHY DO I GET INVALID FORMAT REQUESTED ERROR WHEN TRYING TO VIEW SELECTED FORMAT OF THE REPORT? .... 11-3
HOW DO I SEND MULTIPLE VALUES FOR A PARAMETER OF THE REPORT? ................................................... 11-3
HOW DO I MOVE REPORT ARTIFACTS FROM ONE SERVER TO ANOTHER? .................................................... 11-3
WHY DO I GET OUTOFMEMORYERROR: JAVA HEAP SPACE? ................................................................ 11-4
HOW DO I VIEW ALL OF THE SCHEDULED REPORTS? ......................................................................... 11-4
SCHEDULED REPORTS ARE NOT BEING RECEIVED AS EMAILS, WHAT SHOULD I CHECK? .................................. 11-4
WHY ARE SCHEDULED REPORT RECEIVED AS A LINK AND NOT AS AN ATTACHMENT? ...................................... 11-4
HOW DO I GENERATE REPORTS WITH A BAR CODE? .......................................................................... 11-5
WHY DOES THE REPORT GIVE ME THE SAME OUTPUT FOR THE SAME SET OF PARAMETERS EVEN THOUGH I CHANGE THE
USER? ............................................................................................................................ 11-5
HOW DO I DISABLE REPORT CACHING? ....................................................................................... 11-5

12. ADDITIONAL RESOURCES.............................................................. 12-1

13. APPENDIX: GENERAL PROPERTIES ................................................ 13-1

Table of Figures
Figure 2-1: Reporting Architecture .......................................................................................... 2-1

Tables
Table 3-1: Report Components ............................................................................................... 3-1

Table 3-2: Examples of Creating or Editing Reports ................................................................... 3-1

Table 3-3: PL/SQL Report Functions ........................................................................................ 3-5

Table 3-4: Standard Parameters ............................................................................................. 3-9

Table 3-5: Two Levels of Handling......................................................................................... 3-15

Table 3-6: Layout Properties ................................................................................................ 3-16

Table 7-1: Intermediate File Persistence .................................................................................. 7-1

Table 10-1: Report Lifespans ................................................................................................ 10-1

Table 13-1: General Properties ............................................................................................. 13-1

vi Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Send Us Your Comments
Oracle® Transportation Management Report Designer’s Guide, Release 6.4.3

Part No. E92130-01

Oracle welcomes your comments and suggestions on the quality and usefulness of this publication.
Your input is an important part of the information used for revision.

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Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. vii
Preface
This document is intended for Oracle Transportation Management clients, Oracle Transportation
Management System administrators, or Oracle Transportation Management Consultants who have an
interest in creating or configuring reports intended for use within the Oracle Transportation
Management Application.

Change History
Date Document Revision Summary of Changes

12/2017 -01 Where appropriate, replaced the words “custom”, “customizing”,


“customized” with one of the following “configuration”,
“configure”, “edit”, “update”, “user-defined”, or “customer-
defined" per Fusion requirements.

Added “Report Storage and Cleanup” from the online help.

viii Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
1. Overview
Oracle Transportation Management’s (OTM) report infrastructure uses Oracle Business Intelligence
Publisher as a report generation component. It enables you to extract data from OTM/GTM, create a
template to layout the data in a report, and generate the report to numerous formats. The OTM report
infrastructure also enables you to schedule reports and deliver the reports to any delivery channel
(email, printer, or store it in a content management system) required by your business. This guide is
for report consumers and report designers.

Report Consumer
A report consumer may perform the following tasks

• Run and view reports from within OTM.


• Schedule reports to run at selected intervals and to be delivered via channels defined by your
administrators.
• Link the report to a document definition in OTM.
• Configure the report to run on occurrence of an event using agent action.

Report Designer
A report consists of a data model, a layout, a set of properties, and a link to the report in OTM. A
report designer may perform the following tasks:

• Create the report data model, including parameters and a list of values, using BI Publisher’s
report editor.
• Design the layout template of the report. The layout can be created using different tools
depending on your output requirements, including Microsoft Word, Adobe Acrobat, Microsoft
Excel, and Adobe Flex Builder.
• Set up runtime configuration properties for the report.
• Establish a link between OTM reports to BI Publisher’s report.
It is strongly recommended that you refer to BI Publisher Installation, BI Publisher Administration
Guide, BI Publisher Report Designer’s Guide, BI Publisher User’s Guide, the OTM Administration Guide,
and the OTM Installation Guide before you proceed with the below guide.

Accessing BI Publisher
BI Publisher can be made available in a few ways.

Complete Suite of OBIEE


Install a complete suite of OBIEE, BI Publisher is available as one of the component. In this case, BI
Publisher can be accessed by using the following URL.

http(s)://<host>:<port>/analytics

In this case the catalog used by OBIEE is used as the BI Publisher repository. All of the administration
activities (i.e. changing roles and permission, creating data sources, configuring printers, etc.) are
performed using ‘Manage BI Publisher’ link in the administration section of OBIEE.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 1-1
BI Publisher Component
Install just the BI Publisher component. In this case BI Publisher can be accessed using the following
URL. This same URL can be used even in case of complete OBIEE install too.

http(s)://<host>:<port>/xmlpserver

It is recommended to perform the administration tasks, data modeling and layout editing using the
analytics URL rather than using the xmlpserver URL in case of complete OBIEE installation.

1-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
2. Architecture
Oracle Transportation Management supports generation of reports using an external reporting system
such as BI Publisher. Report requests are sent via HTTP to an external report server. The report server
may begin an interactive session or simply return the report content.

Figure 2-1: Reporting Architecture

Report System
Reports in OTM are always associated with a report system type that defines the communication type
between OTM and the external report server. The following report systems are supported in Oracle
Transportation Management:

• BI Publisher: A SOAP request is sent to the BI Publisher service and the SOAP response is
parsed for content and errors. It includes details of the BI Publisher Server, such as report
path prefix, host, port, and user credentials. These account for format, locale, and VPD user
information.
• Other via HTTP: Use Other via HTTP for non-BI Publisher integration. It is assumed that the
report path is a URL to the report with an optional {report} parameter that is replaced with
the report path. This URL report parameter is appended as HTTP request parameters. Each
request parameter name matches the name of the report parameter. This includes setting
&P_DESIRED_MIME_TYPE=<requested MIME type>.
It is strongly recommended that you use BI Publisher as the report system type. This document
describes the information pertaining to the BI Publisher report system type.

Report Content
The report content returned by the external report server can be used in different ways within OTM.
You have to specify the report content type for each report in OTM. The following types of report
content are supported in OTM.

• Embedded: Embedded content means that report content returned by the external report
server can be distributed to a browser, email, printer, or stored in content management
systems without needing links or nested frames. You may, however, get back an HTML page
that references other URLs from the report server. If a third party generator returns
embedded content, it can be used as a replacement for BI Publisher.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 2-1
• Browser Only: Browser-only content means that report content returned by the external
report server will be piped to a browser. Selecting this option lets you optionally include links
or fields applicable to report content. OTM does not support distribution or storing of content
for this option.
• None: This means that report content is not generated and returned by external report
server, and an alternative URL link is used to generate the report on the report manager.
These reports cannot be transactional as they do not accept business object information from
OTM. The standard Run/Schedule links to the report are not supported, nor are the reports
included on any action menu. Instead, there is a single Report link in the Third Party Reports
section of the Report Manager that directs the browser directly to the third party URL. OTM
does not add any implicit or explicit query parameters to the URL.

Report Generation
Report generation in Oracle Transportation Management can triggered as follows:

• Ad Hoc Reports: For ad hoc reports, an HTTP request is sent to the application server which
sends an HTTP request to the report server and assumes the response, if successful, contains
report content. This content is piped back through HTTP to the browser. The content may also
be distributed via email, IPP printing, and/or stored with an associated business object.
• Scheduled Reports: Scheduled report requests, or requests triggered by a workflow agent,
similarly send a HTTP request to the report server. The response content is distributed via
email, printed via IPP, or stored with an associated business object.

The scheduling of the reports has nothing to do with the scheduling capabilities of the external
report server. The scheduling is OTM’s own scheduling which is used for forming the report
requests and receiving the response.
Streamlined support is available when generating reports on a remote BI Publisher server or a server
farm. Requests are sent directly from the application server to BI publisher via a SOAP web service
call. Results or errors are returned by the service.

Important Notes
• All the report content generation only happens on the external reporting server. The support
for embedded report content generation within OTM using query and format template has
been removed.
• OTM no longer supports the use of the “Use Parameters Operator” on the Report manager.
This means reports parameters do not have operators like “Begins With”, “Same As”, or “Ends
With”. Instead it is free-form text that you enter.
• Consolidated reports are not supported.
• It is strongly recommended to use the OTM reporting capability only for transactional
reports1. All analytical reports should be generated directly on the BI Publisher server and
should not be triggered from OTM.
• By default, all reports are executed with “Use Report Parameter as Bind Variable” as Yes. This
change in behavior was done to prevent performance and security issues. Additionally, the
parameter operators give the query wild cards, make the query to hard parse, and may not go
through indexes properly.

1
A transactional report is one that is focused on a single business object. A shipment document, such
as a Bill of Lading, is an example of a transactional report.

2-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
3. Create a New Report in BI Publisher
Use reports to generate and print documents for internal operations, external business transactions,
or legal requirements. To meet specific requirements, you may need to create or edit reports to
capture different data, or present data in another way. This section provides general guidelines to
design new reports and use them in Oracle Transportation Management. Refer to BI Publisher Report
Designer’s Guide for more options and details.

Report Components
Each report has components that you can configure, as described in this table:

Table 3-1: Report Components

Report Description Tool for Configuring


Component

Data model Defines the data source, data structure, and Data model editor in the
parameters for the report. Multiple reports application.
can use the same data model. Each report
has one data model.

Layout Defines the presentation, formatting, and Depending on the template file
visualizations of the data. A report can have type:
multiple layouts. There are different types of
layout templates, for example Excel and • XPT: Layout editor in the
RTF. application
• RTF: Microsoft Word
• PDF: Adobe Acrobat
Professional
• Excel: Microsoft Excel
• eText: Microsoft Word

Properties Specifies formatting and other settings for Report editor in the application
the report.

What You Can Create or Edit


This table gives just a few examples of creating or editing reports.

Table 3-2: Examples of Creating or Editing Reports

Task Example

Edit the layout of Add your company logo to the report output.
a report.

Add a new layout Design a new layout template that provides less detail than the existing
to a report. template.

Edit a data model. Add two fields to the data model used by a report so you can add those
new fields to a customer-defined layout for the report.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-1
Task Example

Create a new Create a new data model based on data from an external system, and
report based on a create reports using the customer-defined data model.
new data model.

Process Overview
Note: You must be assigned the BI Publisher Developer or BI Publisher Administrator role
to create or edit the reports.

Creating a new report consists of the following steps:

1. Create the report data source. Your report data would come from the OTM operational
database or archive database.
2. Create the report entry in the desired folder on the Reports page.
3. Open the Report Editor.
4. Specify the general properties for the report.
5. Define the Data Model. Your report data may come from a SQL query, an HTTP feed, a Web
service, an Oracle BI Answers request, or a file.
6. Define the parameters that you want users to pass to the query and define lists of values for
users to select parameter values.
7. Test your data model.
8. Design the layout template.
9. If you are designing an RTF template, load the data to the Template Builder for Word. Use the
Template Builder in conjunction with the instructions in Creating an RTF Templates to build
your report layout.
10. If you are designing a PDF template, follow the instructions in Creating a PDF Templates to
build your report layout.
11. If you are using a predesigned PDF form (such as a government form), follow the instructions
in Creating a Layout from a Predefined PDF Form.
12. Upload your templates to the Report Editor.
13. (Optional) Add translations for your reports. See Translating Reports.

Data Source
On-premise customers will need to configure Data Sources to connect to the corresponding Database.
Follow the instruction at Setting Up Data Sources. A typical setup uses the JDBC connection.

You can create a new data source to read the data from OTM. It is recommended that you create two
data source as follows:

• OTMOLTP: To connect to OTM OLTP Schema


Data Source Name: otmoltp
Driver Type: Oracle 11g
Database Driver Class: oracle.jdbc.OracleDriver
Connection String: <otm oltp database connection string>

3-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Username: globalreportuser
Password: <password for globalreportuser>

• OTMARCHIVE: To connect to OTM Archive Schema


Data Source Name: otmarchive
Driver Type: Oracle 11g
Database Driver Class: oracle.jdbc.OracleDriver
Connection String: <otm archive database connection string>
Username: archive schema user
Password: <password for archive schema>

Notes
It is highly recommend for security reasons to use the "globalreportuser" database user, provided by
default, for the “otmoltp” data source. That user has the minimal rights needed to create and run
reports.

• The above data source connections are defined for viewing standard reports and for designing
any new reports using the globalreportuser and archive databases schema users.
• When the OTM connects with BI Publisher, it does not send the same DB credentials that are
defined above.
• For Online reports the OTM application sends the database credentials defined by the
PRIMARY_THIN data source of OTM application.
• For Offline reports the OTM application sends the database credentials defined by the ODS
data source of OTM application.
• For Archive Reports the OTM application sends the database credentials defined by the
ARCHIVE data source of OTM application.
• Since the users with which the report is designed and accessed may be different, any
customer-defined tables need to be provided with necessary grants. For example, if you are
designing an online report that involves any customer-defined table or view (other than the
table or view provided by OTM), then you will have to provide grants for the table or view for
both globalreportuser and the schema defined by the PRIMARY_THIN data source.
• You will need to provide grants for customer-defined packages if they are used in any of the
queries.
• Reports run from BI Publisher server will not have any VPD context applied.
• Reports run from OTM run with the VPD Context of the user running the report.

Report Folders
All sample reports shipped with OTM are created in the Reports folder under Shared Folders. It is
highly recommended to create a folder named “custom” under Shared Folders and create all new
reports and their corresponding data models in a separate folder for each report (like Invoice
Summary) under ”custom”. This will enable you to move the report artifacts across environments,
such as Stage to Prod. For Cloud customers, the “custom” folder is mandatory in order to ensure their
customer Reports are preserved during upgrades.

For more information on creating the folders please refer to the section Creating a Folder or Subfolder
in the chapter Managing Reports in Fusion Middleware User's Guide for Oracle Business Intelligence
Publisher.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-3
Data Models
A data model defines where data for a report comes from and how that data is retrieved and how the
data is structured. If the existing data model cannot give you all the data that you need in your
report, then you can either copy and edit an existing data model or create a new one.

Creating a Data Model


1. In the business intelligence (BI) catalog, click the New button and select Data Model under
Published Reporting.
2. Optionally click the Data Model node in the Data Model pane to set properties for the data
model.
3. Click the Data Set node in the Data Model pane to create or edit data sets, which determine
where and how to retrieve data.
4. Click the New Data Set button and select a data set type. Select one of the data source
created otmoltp or otmarchive. Most of the time you will be creating the data set using SQL
Query which uses a Query Builder tool to define from where the data is to come from how to
fetch the data.
5. Optionally, to limit the data included in the report output, click the Parameters node in the
Data Model pane to define variables that users can set when they use the report.
6. Optionally, define other components of the data model.
7. Save your data model.
Editing a Data Model
1. To edit a predefined data model:
a. Find the data model in the BI catalog and click Copy.
b. Paste within Shared Folders > Custom in a subfolder that has a folder path similar to
the folder that stores the original data model.
c. For the data model you pasted, click More, and select Edit.
2. Optionally click the Data Model node in the Data Model pane to set properties for the data
model.
3. Click the Data Set node in the Data Model pane to create or edit data sets.
4. Perform steps 5 and 6 from the preceding Creating a Data Model task, as needed.
For more information on the data modeling, refer to the Oracle® Fusion Middleware Data Modeling
Guide for Oracle Business Intelligence Publisher.

Notes
Below are some of points to remember about the data model components while creating the data
model.

• Event triggers will not be useful for the Logistics cloud as the customers will not have the
access to create or edit PL/SQL packages, procedures.
• Lists of values will only be useful if the customers are trying to run the reports from the BI
Publisher. The LOVs cannot be used from OTM application.
• Bursting definitions are not used by OTM for the distribution of reports to different
destinations. OTM uses its own infrastructure to distribute the reports to email and printers.
• Custom Metadata is not supported for reports integrated to OTM.
• Though we have so many options for creating the Data Sets, OTM supports only data sets
created using SQL Query.

3-4 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Utility Packages
OTM provides a number of PL/SQL functions/procedures that can be used in BI Publisher Data Models.
Error! Reference source not found. summarizes the available procedures and functions. For more
information, please review the create_rpt scripts in OTM_INSTALL_DIR>\glog\oracle\script8.

Table 3-3: PL/SQL Report Functions

Package Procedure/Function Description Parameters Returns

vpd set_user Sets the user for Oracle --


VPD data security Transportation
Management user
GID

set_user_r Sets the user and Oracle --


user role for VPD Transportation
data security Management user
GID

Oracle
Transportation
Management user
role GID

set_user_fct Sets the user for Oracle true


VPD data security. Transportation
Designed for use Management user
as the first query GID
in a Data
Template

set_user_r_fct Sets the user and Oracle true


user role for VPD Transportation
data security. Management user
Designed for use GID
as the first query
in a Data Oracle
Template Transportation
Management user
role GID

get_gl_user Returns the -- Oracle


current user for Transportatio
VPD data security n
Management
user GID

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-5
Package Procedure/Function Description Parameters Returns

fnc_set_user_r Sets the user and Oracle true


user role for VPD Transportation
data security Management user
GID

Oracle
Transportation
Management user
role GID

utc get_local_date Converts a UTC UTC Timestamp Timestamp in


timestamp to a Location GID the location’s
location time zone time zone

get_utc_date Converts a local Local Timestamp UTC


timestamp to a Location GID Timestamp
UTC timestamp
based on a
location time zone

get_time_zone Returns the time Location GID Time Zone


zone for a
location

rpt_general p_insert_log Logs a record to Unique Filename --


REPORT_LOG Report GID
Report Job #
User
Domain
up to 3 (name,
value) pairs

f_uom_base Returns the Unit of measure Default


default storage storage type
type for a unit of
measure

f_date_diff Returns a Ending date Duration


readable string Starting date string
representing the
duration
difference of two
dates

f_remove_domain Strips the domain GID XID


from a GID

f_format_address Returns a Location GID Formatted,


formatted address multi-line
for a location address for
the location

3-6 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Package Procedure/Function Description Parameters Returns

f_corporation Returns the Location GID Corporation


corporation for a GID
location

f_location_refnum Returns the value Location GID Reference


of a specific Reference number number value
location reference qualifier
number

rpt_order f_ob_refnum Returns the value Order Base GID Reference


of a specific order Reference number number value
base reference qualifier
number

rpt_ship f_commodity Returns the Item GID Commodity


commodity name name
for a specific item

f_ob_party_location Returns the Order Base GID Location GID


location for a Involved party
specific order qualifier
base involved
party

f_or_party_location Returns the Order Release GID Location GID


location for a Involved party
specific order qualifier
release involved
party

f_order_base_gid Returns the order Order Release GID Order Base


base associated GID
with an order
release

f_party_address Returns a Order Release GID Formatted,


formatted address Involved party multi-line
for an order qualifier address for
release involved the location
party

f_tender_accepted_by Returns the Shipment GID Service


carrier that Provider GID
accepted a
shipment tender

f_packaging_form_code Returns the Ship Unit Packaging


packaging form Specification GID Form Code
code for a ship GID
unit specification

f_capacity_rate_offering Returns the rate Capacity Usage GID Rate Offering


offering for a GID
capacity usage

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-7
Package Procedure/Function Description Parameters Returns

f_capacity_time_period Returns the time Capacity Limit GID Time Period


period type for a Type
capacity limit

f_lane_source Returns the XLane GID Source


source for a lane

f_lane_destination Returns the XLane GID Destination


destination for a
lane

f_equipment_type_name Returns the name Equipment Type Equipment


for a equipment GID Type Name
type

f_sellside_cost Returns the sell- Shipment GID Sell-side cost


side cost for a
shipment

f_transport_mode_name Returns the Shipment GID Transport


transport mode Mode
for a shipment

f_get_ship_inv_party_ad Returns a Shipment GID Formatted,


dr formatted address Involved Party multi-line
for a shipment Qualifier address for
involved party the involved
party

f_get_country_name Returns the origin Shipment GID Country name


or destination ‘O’ for origin, ‘D’ for
country name for destination
a shipment

f_get_pol Returns the port Shipment GID Port of lading


of lading for a
shipment

rpt_invoice f_party_location Returns an Invoice GID Involved


involved party Involved Party party location
location on the Qualifier
invoice

f_party_address Returns a Invoice GID Formatted,


formatted address Involved Party multi-line
for an invoice Qualifier address for
involved party the involved
party

rpt_servprov f_servprov_gid Returns the Service Provider Service


Service Provider Alias Provider GID
GID for a Service Provider
particular alias Alias Qualifier

3-8 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Package Procedure/Function Description Parameters Returns

f_alias Returns the Service Provider Service


Service Provider GID Provider Alias
alias Service Provider
Alias Qualifier

Parameters
Adding parameters to your data model enables users to interact with data when they submit or view
reports. OTM passes standard and ad hoc parameters to the report generator 2. Error! Reference
source not found. summarizes the standard parameters passed to every report.

Table 3-4: Standard Parameters

Name Description Comments

P_REPORT_GID The requested report External systems are responsible for mapping
the Oracle Transportation Management report
GID to a valid report. Alternatively, the report
URL can embed the mapping within a request
parameter.

P_DBCONN_TYPE The data schema OLTP for the Oracle Transportation


Management transactional database; ODS for
the offline analytical database; ARCHIVE for
the archived data.

P_GL_USER The user requesting the This may be used by external systems to
report enforce VPD data security on report queries.

P_ROLE_ID The role of the This may be used by external systems to


requesting user enforce VPD data security on report queries.

P_DOMAIN The domain of the


requesting user

P_LANGUAGE The ISO language code For embedded reports, XLIFF translations are
requested for the report automatically applied.

P_COUNTRY The ISO country code For embedded reports, XLIFF translations are
requested for the report automatically applied.

P_DISPLAY_NAME A user-readable name


for the report.

2
If external report generators do not support these parameters, their content type should be set to
None.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-9
Name Description Comments

P_DATE_FORMAT The Oracle date format For input parameters, use the
for both input TO_DATE(:P_MY_DATE, :P_DATE_FORMAT)
parameters and output function.
fields.
For output parameters, use the
TO_CHAR(field, :P_DATE_FORMAT) function.

This should be reserved for fields that are


date-only.

P_DATE_TIME_FORMAT The Oracle timestamp For input parameters, use the


format for both input TO_DATE(:P_MY_TIMESTAMP,
parameters and output :P_DATE_TIME_FORMAT)
fields. function.

For output fields, use the


TO_CHAR(field, :P_DATE_TIME_FORMAT)
function.

This should be reserved for fields that have


both date and time.

The above defined list of standard parameters can be used in any of the report you are designing. If
you define any of these standard parameters as a parameter for the report, you do not have to define
it as a parameter when defining the report in OTM.

You will have to define any other parameter required for the report apart from the standard
parameters as a report parameter when defining the report definition in Oracle Transportation
Management.

For sending multiple values for a parameter of the data model, please refer to FAQ section How do I
send multiple values for a parameter of the reports?

Date and Timestamp Handling


Report designers should take special care when writing queries involving DATE columns. This includes:

• Converting date parameters for where clause comparison. All date parameters are sent as
strings, formatted according to your date preferences. To compare one to a data field, the
designer should use Oracle’s TO_DATE function, applying the standard P_DATE_FORMAT
parameter:
where accessorial_cost.effective_date > TO_DATE(:P_EARLIEST_DATE,
:P_DATE_FORMAT)
and accessorial_cost.effective_date < TO_DATE(:P_LATEST_DATE,
:P_DATE_FORMAT)

3-10 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
• Converting timestamp parameters for where clause comparison. Like dates, timestamp
parameters are sent as strings, formatted according to your date/time preferences 3. To
compare one to a timestamp field, the designer should use Oracle’s TO_DATE function, applying
the standard P_DATE_TIME_FORMAT parameter:
where shipment.start_time > TO_DATE(:P_EARLIEST_START, :P_DATE_TIME_FORMAT)
and shipment.start_time < TO_DATE(:P_EARLIEST_START,
:P_DATE_TIME_FORMAT)

• Applying date and time preferences. Depending on the use case, designers may want to apply
user preferences to dates displayed on the final report. If so, the SQL query should convert
selected date and timestamp values using Oracle’s TO_CHAR function:
select TO_CHAR(accessorial_cost.effective_date, :P_DATE_FORMAT) …
select TO_CHAR(shipment.start_time, :P_DATE_TIME_FORMAT) …

• Accounting for UTC storage. Nearly all timestamp fields in Oracle Transportation Management
are converted to UTC before persisting to the database. A report designer who simply queries
shipment.start_time, for example, receives the time in UTC. To convert the stored time to
the application or report server’s time zone, use the vpd.gmt_offset function:
select TO_CHAR(shipment.start_time-(vpd.gmt_offset/24), :P_DATE_TIME_FORMAT)

• Accounting for UTC storage. To compare timestamp fields to some offset of current time,
designers can either convert the field or use vpd.gmt_sysdate. This function returns the
current time in UTC. E.g. to query shipments starting in the next three days:
select shipment.gid
where shipment.start_time > vpd.gmt_sysdate
and shipment.start_time < vpd.gmt_sysdate+3

Layouts
The layout determines what and how data is displayed on report output. Each report has at least one
layout template. This topic describes the following aspects of report templates:

• Layout templates
• Layout template types
• Overall process of managing layouts
• Deleting layout templates
Layout Templates
To configure a layout, you edit the layout template, which:

• Defines the presentation components, such as tables and labeled fields.


• Maps columns from the data model to these components so that the data is displayed in the
right place.
• Defines font sizes, styles, borders, shading, and other formatting, including images such as a
company logo.
Layout Template Types

There are a few types of template files to support different report layout requirements.

3
Note that the reporting has never applied user time preference. Time preference is assumed to be
HH24:MI:SS.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-11
• RTF: Rich text format (RTF) templates created using Microsoft Word.
• XPT: Created using the application's layout editor, these templates are for interactive and
more visually appealing layouts.
• eText: These templates are specifically for Electronic Data Interchange (EDI) and electronic
funds transfer (EFT) information.
You can also create and edit other types of templates using Adobe PDF, Microsoft Excel, Adobe Flash,
and XSL-FO.

Overall Process to Create or Edit Layouts


Editing or creating report layout, for example using Microsoft Word or the layout editor, involves
making the actual changes to the template file. But that task is just one part of the entire process for
configuring layouts.

1. Copy the original report and save the customer-defined version in Shared Folders - custom in
the business intelligence (BI) catalog. You create or edit templates for the customer-defined
copy of the report.
Tip: You can use the Customize option if the original is a predefined report.
2. Review report settings for online viewing.
3. Generate sample data for the report.
4. Edit or create the layout template file.
5. Upload the template file to the report definition. Skip this step if you're using the layout editor.
6. Configure the layout settings.
Deleting Layout Templates
To remove a layout template for a report:

1. Select your report in the BI catalog and click Edit.


2. In the report editor, click View a list.
3. Select the layout template and click Delete.
Generating Sample Report Data: Procedure
Depending on the type of report layout changes you're making, sample data can be required or
optional. You generate sample data, and then load it for use with your layout so that you can map
data fields to layout components. For example, for the Start Date table column in your layout, you can
set it so that the data displayed in that column comes from the Start Date field in the sample data.

You can generate sample data from the:

• Report data model


• Report viewer
• Scheduler
Generating Sample Data from the Data Model

Follow these steps:

1. Select your data model in the business intelligence (BI) catalog and click Edit. Alternatively:
a. In the catalog, find the report to generate sample data for and click Edit.
b. Click the data model name in the report editor.
2. In the data model editor, click View Data.

3-12 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
3. Enter values for any required parameters, select the number of rows to return, and click View.
4. To save the sample data to the data model, click Save As Sample Data.
5. If you're designing a .rtf template, click Export to save the file locally.
6. Save the data model.
Saving Sample Data from the Report Viewer

For reports that are enabled for online viewing, you can save sample data from the report viewer:

1. Select the report in the BI catalog.


2. Click Open to run the report in the report viewer with the default parameters.
3. On the Actions menu, click Export, then click Data.
4. Save the data file.
Saving Sample Data from the Scheduler

For reports that are enabled for scheduling (not necessarily as a scheduled process), you can save
sample data from the scheduler:

1. Select the report in the BI catalog.


2. Click Schedule.
3. On the General tab, enter values for any report parameters.
4. On the Output tab, ensure that Save Data for Republishing is selected.
5. Click Submit.
6. Open the Report Job History page.
7. On the global header, click Open, then click Report Job History.
8. Select your report job name in the Job Histories table.
9. On the details page, under Output and Delivery, click the XML Data Download icon button.
Layout Editor Templates
The layout editor in the application provides an intuitive, drag-and-drop interface for creating pixel-
perfect reports with PDF, RTF, Excel, PowerPoint, and HTML output. The layout template files you
create with this tool have an .xpt extension. The layout editor tool is the only editing tool that provides
dynamic HTML output. Users can interact with this output in a browser, for example by sorting,
applying filters, and so on.

Prerequisite

Make sure that sample data is generated from the data model that your report is using.

Using the Layout Editor

To configure XPT templates:

1. Select the report in the business intelligence (BI) catalog and click Edit.
2. In the report editor, click Edit to update a template.
Or, click Add New Layout and select a template type under the Create Layout section.
3. Create or edit the layout.
4. Click Save to save the layout to the report definition.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-13
RTF and Excel Report Layout Templates
You can use Microsoft Word or Microsoft Excel to create or edit RTF and Excel layout templates, in
addition to the layout editor in the application. If you use Word or Excel directly, you must download
and install the appropriate add-in so that the Microsoft application has the features you need to design
report layouts.

Note: If you're designing a new layout for your report, consider using the layout editor
instead unless you are an experienced layout designer.

Installing the Add-In

1. Open the Reports and Analytics work area, or the Reports and Analytics pane if available in
other work areas.
2. Click the Browse Catalog button.
3. Click Home.
4. Under the Get Started pane, click Download BI Desktop Tools.
5. Select the add-in for the type of template you're working with.
• Template Builder for Word: RTF templates
• Analyzer for Excel: Excel templates
6. Save and then run the installer.
Creating and Editing RTF Report Layout Templates: Procedure

An RTF template is a rich text format file that contains the layout instructions to use when generating
the report output. Use Microsoft Word with the Template Builder for Word add-in to design RTF
templates.

Prerequisites

Install the Template Builder for Word add-in, and generate sample data.

Using Template Builder for Word

To configure an RTF template:

1. If you are editing an existing layout:


a. Select your report in the business intelligence catalog and click Edit.
b. In the report editor, click the Edit link of the layout to download the RTF file.
If you are creating a new layout, skip this step.
2. Open the downloaded RTF template file in Microsoft Word. Or, if you're creating a new
template, just open Microsoft Word.
3. Load the sample data that you generated.
4. Edit or create the layout template.
5. Save the file as Rich Text Format (RTF).
eText Report Layout Templates: Explained

An eText template is an RTF-based report template that is used for Electronic Funds Transfer (EFT)
and Electronic Data Interchange (EDI). The template is applied to an input XML data file to create a
flat text file that you transmit to a bank or other organizations. Use Microsoft Word to create or edit
eText templates.

3-14 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
File Format

Because the output is for electronic communication, not printing, you must follow specific format
instructions for exact placement of data on the template. You design eText templates using tables.

• Each record is represented by a table.


• Each row in a table corresponds to a field in a record.
• The columns of the table specify the position, length, and value of the field.
Special Commands

You must set up special handling of the data from the input XML file. This table describes the two
levels of handling and where you declare the corresponding commands.

Table 3-5: Two Levels of Handling

Level Example Setup

Global Character replacement Declare global commands in separate setup tables.

Sequencing

Record Sorting Declare functions in command rows, in the same table as the data.

Uploading the Layout Template File to the Report Definition


If you're creating or editing a report layout using the layout editor, the layout is automatically saved
to the report definition, so you can skip this step. For all other layout types, for example RTF, upload
the template file to the report definition after you're done making layout changes.

Uploading the Template File

1. Select your report in the business intelligence catalog and click Edit.
2. In the report editor, click View a list.
3. In the table that lists the layouts, click Create.
4. Under Upload or Generate Layout, click Upload.
5. In the Upload Template File dialog box:
a. Enter a layout name.
b. Browse for and select the layout template file that you created or edited.
c. Select the template file type.
d. Select the locale, which you can't change once the template file is saved to the report
definition.
e. Click Upload.
6. Save the report definition.
Configuring Layout Settings for Reports
As part of creating or editing layout, you can set report properties related to layout. These settings
determine, for example, which layouts users can choose from when viewing or scheduling the report.
The settings apply only to your report.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 3-15
Setting Layout Properties

1. Select your report in the business intelligence catalog and click Edit.
2. In the report editor, click View a list.
3. Set layout properties, some of which are described in this table.
Table 3-6: Layout Properties

Setting Usage

Output Depending on the requirements for a report, you may want to limit the output
Formats file formats (for example. PDF or HTML) that users can choose. The available
output formats vary depending on the template file type.

Default When multiple output formats are available for the report, the default output
Format format is generated when users open the report in the report viewer.

Default When multiple layouts are available for the report, you must select a default
Layout layout to present it first in the report viewer.

Active Active layouts are available for users to choose from when they view or
schedule the report.

View Online Select this check box so that layouts are available to users when they view
the report. Otherwise, the layout is available only for scheduling the report.

4. Click Save Report.

For more information on designing the Layouts refer to Oracle® Fusion Middleware Report Designer's
Guide for Oracle Business Intelligence Publisher.

3-16 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
4. Use BI Publisher Report in OTM
This section provides general guidelines to use the newly created report in Oracle Transportation
Management. You would need to refer to Oracle Transportation Management online help topics about
Reports for more options and details.

Note: The Report System is automatically configured for Cloud customers, so this section is
not relevant to Cloud customers.

Setup
Note: You must be assigned the OTM Administrator role to use the newly created report in
Oracle Transportation Management.

Using a new report consists of the following steps:

1. Create the report systems that represent the connection to BI Publisher Server.
2. Create the report, by specifying report details like content type, report system, report URL,
default format type, report parameters, and other details.
3. Test your Oracle Transportation Management Report.
Report System
The report system is used to define the BI Publisher host, port, user, password, and report path prefix
common to all reports sent to that host. Oracle Transportation Management provides a report system
named “DEFAULT”. This report system uses property macros to substitute property values at run time.
These properties facilitate easy move from Stage to Prod BI Publisher instances. The following
properties should be configured:

• glog.bip.externalFarm.host=
• glog.bip.externalFarm.port=9704
• glog.bip.externalFarm.user=bipreportuser
• glog.bip.externalFarm.password=
• glog.bip.externalFarm.reportPath=/
Report
The report is used to define the link to BI Publisher report from Oracle Transportation Management by
specifying the report path. Additional details that are specified include report system, content type,
display format type, report parameters, and other details. You can use “Select via UI” to allow the
report to explicitly run as an OTM user.

Report Parameters

Oracle Transportation Management passes standard and ad hoc parameters to the report generator 4.
For more details on the standard parameters please refer to the Parameters section under the Data
Models section.

The report designer may add additional, ad-hoc parameters to a report using the Report Parameters
grid of the Report Manager. Before submitting a report request, you are presented with a list of these
additional parameters and must enter information for any marked as mandatory. 5

4
If external report generators do not support these parameters, their content type should be set to
None.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 4-1
For external reports other than BI Publisher, report parameters are added as HTTP request parameters
to the URL.

Data Security
Oracle Transportation Management implements data security via Oracle’s Virtual Private Database
(VPD). Given a user and their role, the system limits row access to tables. The default VPD policies
implement a domain model, where a user’s domain determines their read/write privileges. Specific
implementations, however, can enhance this model to restrict access based on other columns and
grant access across domains.

When running BI Publisher reports from within OTM, VPD security is automatically enforced by the
system. The database credentials passed to the BI Publisher web services has the user and role in
context, applying VPD policies on any queries that are executed for the report.

External report generators other than BI Publisher, however, have two options regarding data
security:

• Suppress it. The standard glogdba database user requires a VPD context. If a report logs in as
glogowner, however, VPD is suppressed. The report queries have access to all data. This may
be appropriate for transactional reports where the data is restricted to a particular business
object. Alternatively, each report can implement its own data security model independent of
Oracle Transportation Management.
• Set the user context before issuing any queries. The GLOGOWNER.VPD package provides the
following procedures and functions to set the context for VPD:
procedure set_user (user VARCHAR2);
procedure set_user_r (user VARCHAR2, user_role varchar2);

function set_user_fct (user VARCHAR2);


function set_user_r_fct (user VARCHAR2, user_role varchar2);

By passing the standard P_GL_USER (and optionally P_ROLE_ID) parameter to one of these functions,
VPD returns the proper rows.

5
Note that transactional reports have at least one mandatory parameter matching the business object
type. If requested from a transactional manager, the system automatically populates this parameter.
E.g., a shipment document with one mandatory P_SHIPMENT_ID parameter with a Query Name of
BUY_SHIPMENT can be selected from the shipment manager. The P_SHIPMENT_ID parameter is
automatically populated with the relevant shipment GID.

4-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
5. Sample OTM Reports
Some sample reports are included as part of the OTM software installation. Since Oracle
Transportation Management does not automatically install BI Publisher, loading the sample reports
into the BI Publisher repository is a post-installation process. The sample reports are located in the
OTM installation in the following directory, where <otm_install> is the directory where OTM is being
installed:

<otm_install>/otm/

The BI Publisher catalog utility enables administrators and report developers to import Reports into
the BI Publisher catalog. For more details on this subject, please refer to the “Moving Catalog Objects
between Environments” section of the Oracle Fusion Middleware Administrator’s Guide for Oracle
Business Intelligence Publisher. The following section gives sample instructions used to do the import
the reports.

If the Oracle Transportation Management app server and BI Publisher report server are on two
different machines, make sure to copy the report artifacts from the app server to a folder on the BI
Publisher report server, e.g. temp_otm_reports.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 5-1
6. Export and Import Reports to BI Publisher Repository
This chapter provides general guidelines on how to move report between environments. One can use
the same guidelines to import the sample reports. There are two major artifacts for any report once
completely designed.

• Report.xdo files with corresponding configuration files


• Report.xdm files with corresponding configuration files
More detailed explanation of the report artifacts is given in section “What Files Are Moved” in the
chapter Moving Catalog Objects between Environments in Oracle® Fusion Middleware Administrator's
Guide for Oracle Business Intelligence Publisher.

Configure the BI Publisher Catalog Utility


On-Premise customers have the option to use a command line utility for importing/exporting report
artifacts. Cloud customers should refer to the “Other Options to Move Report Artifacts” section. The
below steps are provided only for the reference purpose. Please refer to section Preparing to Use the
BI Publisher Catalog Utility in the chapter Moving Catalog Objects between Environments in Oracle®
Fusion Middleware Administrator's Guide for Oracle Business Intelligence Publisher.

Assume [BI Publisher Home] to be the directory where BI Publisher is installed. The following steps
and commands are given for Linux machine with bash shell.

1. Make a directory “BIPCatalogUtil“ under [BI Publisher Home]/.

mkdir [BI Publisher Home]/BIPCatalogUtil


2. Go to [BI Publisher Home]/Oracle_BI1/clients/bipublisher.
3. Extract contents of BIPCatalogUtil.zip in the above location to go to [BI Publisher
Home]/BIPCatalogUtil.
4. Unzip BIPCatalogUtil.zip -d [BI Publisher Home]/BIPCatalogUtil
5. Edit xmlp-client-config.xml. This configuration file is located in the
BIPCatalogUtil/config directory.
6. Specify the BI Publisher instance URL ("bipurl") and the user name and password of the BI
Publisher instance from which you must export or to which you must import.

<?xml version="1.0" encoding="UTF-8"?>


<!DOCTYPE properties SYSTEM "http://java.sun.com/dtd/properties.dtd">
<properties>
<comment>BIP Server Information</comment>
<entry key="bipurl">http://sta00XXX.example.com:14001/xmlpserver/</entry>
<entry key="username">OPERATIONS</entry>
<entry key="password">welcome</entry>
</properties>

If you do not want to store this information in the configuration file, then at the time of
import/export you can also set the bipurl, username, and password as parameters in the
command line to overwrite values defined in xmlp-client-config.xml.
7. Add below variables to your environment
export BI_EXPORT_HOME=[BI Publisher Home]/BIPCatalogUtil
export PATH=$BI_EXPORT_HOME/bin:$PATH
export BIP_LIB_DIR=$BI_EXPORT_HOME/lib
export BIP_CLIENT_CONFIG=$BI_EXPORT_HOME/config

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 6-1
Add the above commands into your .bashrc file if you are using a batch shell, so that every
time a user logs into a shell, these commands are automatically executed.

8. Close the terminal and launch a new Terminal.

Command Line Utilities to Import and Export Report Artifacts


The following commands are used to export and import reports:

Export Command
BIPCatalogUtil.sh -exportfolder catalogpath=/[folder-name-to-export]
basedir=[dest-folder-to-place-exported] subfolders=true extract=true
overwrite=true

Import Command
BIPCatalogUtil.sh -import basedir=<temp_otm_reports> subfolders=true
overwrite=true

<temp_otm_reports> is the directory where the report artifacts are placed.

Other Options to Move the Report Artifacts


For many users and report designers, the command line utilities are difficult to use. They may not
have access to the environments where they will have to execute these commands. In such case you
can use the Download and Upload tools in the report UI.

For more information on this please refer to the section Performing Tasks on Catalog Objects and
Downloading and Uploading Catalog Objects in the chapter Managing Objects in the BI Publisher
Catalog in Oracle® Fusion Middleware User's Guide for Oracle Business Intelligence Publisher.

6-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
7. Intermediate File Persistence
During report generation, content and report files are written to the disk before being distributed. By
default, these files have a short lifespan. Once the report is generated, the content file is deleted.
Once the report is distributed, the report file is deleted. For troubleshooting, it may be useful to view
these files. They can be persisted via the following properties:

Table 7-1: Intermediate File Persistence

Property Description Default

glog.bipreports.report.persist.browser If true, report files used for false


browser views are not removed.

glog.bipreports.report.persist.attachment If true, report files used for email false


attachments are not removed.

glog.bipreports.report.persist.printer If true, report files used for IPP false


printing are not removed.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 7-1
8. Printing Reports
Oracle Transportation Management supports the printing of reports to an Internet Printing Protocol
(IPP) compliant printer with specific support for a Common UNIX Printing System (CUPS) printer.

Set Up a Printer that Meets Oracle Cloud Requirements


When setting up an on-site printer, please note that the printer must meet the following prerequisites.

• The printer must support printing over the internet for which there are two options:
• The printer is IPP (Internet Printing Protocol) enabled i.e. it natively supports printing over
the internet.
• If the printer doesn't support printing over the internet which can be the case for older
printers, you need to set up an IPP print server at your location. Examples of IPP printer
servers are CUPS (Common UNIX Printing System) and Windows IPP Print Server. For
information on setting up CUPS or Windows IPP print servers and connecting network
printers to them, refer to the CUPS or Windows IPP software vendor documentation.
Note: It is strongly recommended that a print server (CUPS or Windows) be used
instead of connecting directly to the printer. This type of setup ensures that the printer
is IPP enabled and that it can accept and process cloud-based print requests. A print
server also allows for easier debugging through the availability of server level logs.

Note: CUPS refers to setting up a CUPS print server on site at your facility as a
gateway to a printer. We use the CUPS print server URL to configure that printer in
Oracle Business Intelligence Publisher (BI Publisher). It does not refer to setting up a
CUPS server within BI Publisher which is no longer supported as of Release 9 (see Doc
ID 2089912.1).

• The print server must present a valid SSL certificate signed by a trusted CA (Certificate
Authority) such as GoDaddy, Verisign etc. Self-signed SSL certificates are NOT supported.
• The on-site printer must be accessible from the Oracle Public Cloud via the internet over a
secure connection. If there is a firewall that is protecting customer internal servers, then a
firewall policy/rule needs to be configured to allow incoming traffic to the onsite print server.
For list of trusted Oracle IP addresses to add to white list for your firewall, please open a
Support Request.
• The print server host must be registered with the McAfee Site Address Filter. Please review the
Trusted URL Registration section of the Oracle Logistics Cloud Getting Started Guide for more
details.
• The printer should be set up with the authentication option enabled.
• The printer should be using either Basic or Digest authentication schemes. NTLM is currently
not supported.

Configure Printer in BI Publisher


This document lists the steps required to enable IPP printing either through a printer running from a
CUPS server or directly via IPP.

If you are going to use a printer running through CUPS, your system administrator needs to add the
printer to the CUPS server. Once your CUPS printer is set up, complete the following:

Log into the BI Publisher console.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 8-1
1. Click Sign In.
2. Click Administration.
3. Click the Printer tab.
4. Click Add Server.
5. For a CUPS or direct IPP printer:

6. Enter the Server Name. You will need to enter this into OTM later, so make note of it.
7. Enter the URI for your server. For CUPS the form is “ipp://<CUPS host>:631/printers/<printer
name>

IPP uses the TCP port 631 for printing, so any firewalls between the client and the server must
be configured to allow bi-directional traffic on that port. Please consult your network
administrator if you think any configuration changes are necessary.
8. Check with your system administrator for any Filter requirements.
9. It is required to use SSL Encryption. Select SSL for the Encryption Type in the Security
section.
10. It is also required to protect the Printer/Print Server using User Authentication. Please enter
the corresponding details in the Username, Password, and Authentication Type fields. The
Authentication Type must be Basic or Digest.
11. The Proxy Server needs to be configured for the Printer. Open an SR to request Cloud
Operations to configure the Proxy Server settings for BI Publisher. In a future release, these
will automatically be configured.
12. Click “Apply”.
A Direct IPP printer is set up the same way except for one difference. Instead of going through the
CUPS server, you set up the URI to point to the server and IPP port directly. The URI would be entered
in the following format, “ipp://<PRINTER_FQDN>:631”

Print from BI Publisher


To ensure BI Publisher functionality, you can print a test page with your printers.

1. Click Home > Report Job > Search.


2. Click the “+” sign next to “Reports”.
3. Double click “domestic_packing_list”.
4. Highlight the “domestic_packing_list” report.
5. Click Open.
6. Select the Output tab.
7. Click the Add Destination button.
8. Select a printer. You can select all your printers by clicking the Add Destination button an
appropriate number of times.
9. Click the Schedule button. Ensure the Frequency is correct, in this case “Once”.
10. Select Run Now.
11. Click Submit.
12. In the Submit pop-up, enter a Report Job Name.
13. Click OK.
14. Go to your physical printer and ensure that your jobs were printed.
15. Sign out of the BI Publisher console.

8-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Configure Printer in OTM
After confirming that printing is working from within BI Publisher, you need to configure OTM to use
the printer defined in BI Publisher.

Configure the Printers


1. Navigate to Business Process Automation > Power Data > Document Generation >
Printers.
2. Click New.
3. Enter the following:
• Printer ID: A printer ID
• Printer Name: The server name you gave your printer when you set up the printer in BI
Publisher.
4. No other fields are necessary. The system uses the following fields if specified: Orientation,
Sides, Number of Copies, and Media.
5. Click Finished. Repeat for as many printers as you have set up in BI Publisher.

Print from OTM


Option 1
1. Navigate to Business Process Automation > Document Manager.
2. Click Search.
3. Select the check box next to a document.
4. Click Actions > Send Content.
5. In the Printers grid, enter your printer(s).
6. Click Save.
7. Click Submit.

You should get a Confirmation dialog box.

Option 2
1. Navigate to Shipment Management > Shipment Management > Buy Shipments.
2. Click Search.
3. Select the check box next to a shipment.
4. Click Actions > Business Process Administration > Reports > Domestic Packing List.
5. Enter the following:
a. Report Format: PDF
b. Delivery Method: Print
c. Printer ID
6. Click Submit.

You should get an Information screen saying, “The report print request has been submitted to
<YOUR_PRINTER>”.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 8-3
Enable OTM Print Logging
Additionally you can turn on some printing logging as follows:

1. Navigate to Configuration and Administration > Power Data > General > Log Files.
2. Select a Type of System.
3. Click Search.
4. Edit the SYSTEM log.
Note: To edit the SYSTEM log you must be logged into OTM as DBA.ADMIN.

5. Add the following log IDs to the SYSTEM log:


a. Print
b. PrintDebug
c. PrintDetails
6. Click Finished.

View Logging
1. Open any Process Management screen. For example, Shipment Management > Process
Management.
2. Under Logs, click System.
3. In the From field, change the time to when you submitted the first print job.
4. In the Log field, select SYSTEM.
5. In the Severities field, leave default setting.
6. Select the following IDs:
a. Print
b. Print Debug
c. PrintDetails
7. Leave the Top Level Process field blank.
8. Click View Results.

You should see something like the following:


Debug Print Sending print: Domestic Packing List to <YOUR_PRINTER> (<#>)
[transport - IPP - 1]
Debug PrintDebug File to print
/middleware/app/otm641/otm/temp/prt714623267893139703.pdf [transport - IPP - 1]
Debug PrintDebug BIP Print Service URL: http://pod-primary-1.otmgtm-
cloud.oracle.com:8704/xmlpserver/services/v2/ScheduleService [transport - IPP -
1]
Debug PrintDebug BIP Print Soap Request:
Debug PrintDebug BIP Print Soap Response:
Debug Print Print successful: Domestic Packing List to <YOUR_PRINTER> (<#>)
[transport - IPP - 1]

8-4 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
Debugging Using CUPS Print Server
It is highly recommended to use a CUPS printer server. Using a print server will make it easier to
diagnose issues since you can view the status of the printer and printer jobs.

1. Log into the printer server host.


2. Click the Printers tab.

You will see a list of CUPS printers and ancillary information. Look for the “Status”.
3. Click on your printer in the queue Name column.
4. Click Show Active Jobs.
5. Scroll to the bottom of the page, and you should see a job “spooling”.
If your job spools it’s in the printer queue which indicates that your job has been recognized and is
being processed.

IPP Printing Frequently Asked Questions (FAQs)


Is there an alternative means of printing reports, documents, etc.?

Yes. Reports can be viewed and printed on a local printing using a web browser.

What is the standard Protocol for printing directly from the Oracle Logistics Cloud?

IPP over HTTPS.

Does direct printing from the Oracle Logistics Cloud require an SSL certificate from a
Certification Authority?

Yes, the print server must present a valid SSL certificate signed by a trusted certificate authority such
as GoDaddy.

Can a self signed SSL certificate be used, rather than a certificate from a Certification
Authority?

No. Self signed certificates are not supported.

Can the print server be the printer itself, or, must a print server be, for example, a CUPS
(Common UNIX Printing System) server?

The IPP print server can be the printer itself. Newer printers already have built in IPP over HTTPS
support. Consult the printer’s user guide for specific setup requirements and availability.

If the printer does not natively support IPP over HTTPS, then a CUPS server (or print server that
supports IPP over HTTPS) can be used. For CUPS (or similar) based setup, ERP Cloud BI Publisher will
connect to the print server, and then the print server would connect to the printer. All required setups
will need to be completed and tested by Cloud customers.

Is it mandatory to use SSL and client authentication?

Yes. For cloud customers, those are enforced by default and should not be modified by the customer.

How to test that my printer is working?

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 8-5
You can run any report and redirect the print output to the newly setup printer. If the job completes
successfully and the printer receives the print request then the setup is good.

Can we use client side certificate instead of username/password for cloud printer
authentication?

No. Supported authentication methods are basic or digest both of which use username/password.

Are there any troubleshooting tips in case the print request doesn’t go through?

Review and make sure the prerequisite steps are followed.

Verify the print server logs to check if it received the print request. Refer the IPP print server, CUPS or
Windows IPP software vendor documentation for more details on where to find the logs.

In case you are still unable to receive the print requests on the print server from Oracle cloud, please
log an SR to engage Oracle Support in debugging any setup issues on Oracle cloud. When logging the
SR, please provide the following details:

• Screen shot of print server setup in BI Publisher


• Complete printer URL

8-6 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
9. BI Publisher 10g Migration
Oracle Transportation Management provides the following reports as the sample reports.

• BILL_OF_LADING
• DOMESTIC_PACKING_LIST
• INVOICE
• DEMURRAGE_FINANCIAL
• AES_FILING
• CUSTOMER_COMMERCIAL_INVOICE
• PICKUP_SUMMARY
• AWARD_BY_CARRIER
• AWARD_BY_LANE
• BID_ROUND_STATUS
• LTL_LANE_SUMMARY
• LTL_SHIPMENT_HISTORY
• MANUAL_AWARDS_REPORT
• OUTLIER_BIDS
• SAVINGS_BY_LANE
• WINNING_VS_OTHER_BIDS
These reports are available for new installations and systems that were migrated from a version prior
to 6.4. However, these reports need to be loaded into the BI Publisher instance installed by the
customer.

Migrating from Stand-alone BI Publisher 10g


If you have an existing external BI Publisher 10g instance, you can migrate the existing reports to BI
Publisher 11g. Please refer to the Upgrading Oracle BI Publisher in the Oracle® Fusion Middleware
Upgrade Guide for Oracle Business Intelligence for more details. Particular attention should be paid to
the “Post Upgrade Considerations for BI Publisher 11g” section.

Once you have upgraded to 11g, you can upgrade to 12c.

Migrating from Embedded BI Publisher 10g


If you are migrating from the embedded BI Publisher, you will need to do more work to migrate
existing reports. The SQL queries defined in BI Publisher 10g Data Templates will need to be rebuilt as
BI Publisher 11g Data Models. It may be possible to upload the BI Publisher 10g Format Template into
the BI Publisher 11g catalog, however it is highly recommended that you re-create reports using the
new 11g Layout Template whenever possible. The 11g Layout Template is a WYSIWYG report designer
which can greatly simplify report design and maintenance.

In addition to migrating the report itself, it will be necessary to modify the existing Report Registration
in Oracle Transportation Management. The follow changes should be made to have a report execute
using the external BI Publisher instance.

1. Log into Oracle Transportation Management.


2. Navigate to Business Process Automation > Power Data > Document Generation >
Reports.
3. Select an existing report.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 9-1
4. Select the Report System created previously. See BI Publisher Configuration section for more
detail.
5. Specify the Report Path corresponding to the Report in BI Publisher.
6. Click Finish.

Migrating from BI Publisher 11g to 12c


If you are migrating from BI Publisher 11g to 12c (12.2.1.2.x), you can migrate the existing reports to
BI Publisher 12c. Please refer to Oracle® Fusion Middleware Upgrade Guide for Oracle Business
Intelligence for more details. Particular attention should be paid to the “Post Migration Steps for BI
Publisher” section.

9-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
10. Report Storage and Cleanup
Report Storage
Depending on your use of reports, you may want to adjust how temporary report files are stored.
These files are used to provide report content to emails, printers and the browser and are managed
via common Store functionality. A store represents a stream of data:

• In memory: If the data is generally small, a customer can configure the data to be stored in
memory. This increases performance at the cost of memory usage.
• On disk where the caller determines the data lifespan: This is referred to as an 'owned'
cache as the items are owned by the caller. An owned cache is typically used when the data
has a short, deterministic lifespan; or to allow debugging of persistent content. Owned caches
leverage the standard glog.util.cache.TemrporaryFileCache, which in turn extends our
common glog.util.cache.OwnedCache.
• On disk in an LRU file cache: This store leverages the standard
glog.util.cache.TemporaryFileLRUCache, which in turn extends our common
glog.util.cache.LRUCache.
The following list contains properties that control the report store. Note that the store can be
monitored via App-Tier Caches accessible as DBA.ADMIN under Technical Support. The cache name is
Reports.

• glog.bipreports.report.store
• glog.bipreports.report.path
• glog.bipreports.report.prefix
• glog.cache.Reports.capacity

Report Persistence
Regardless of the store type, most report use cases are synchronous. A user requests a report from
the browser and either receives a synchronous HTTP response or immediately generates an email with
a report attachment. In both these cases, caller code can remove the content or report as soon as it's
used. Only when reports are retrieved asynchronously by a user via an email link does a report store
truly need to manage generated files.

The following table details the lifespan of reports. For each use case, you can suppress the automatic
removal of data and rely on the store or periodic cleanup (see below) to limit file growth. This is
recommended for asynchronous reports but may also be useful for debugging of synchronous reports.

Table 10-1: Report Lifespans

Use Case Report Removal Suppress Removal With Default

Run report; After HTTP response is glog.bipreports.report.persist.browser false


Display on Screen streamed

Run report; Email After creation of e-mail glog.bipreports.report.persist.attachment false


attachment

Schedule report After the report is first glog.bipreports.report.persist.log true


served to a remote user
Print Document
(Agent action)

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 10-1
Use Case Report Removal Suppress Removal With Default

Printing of the After creation of print glog.bipreports.report.persist.printer false


Report attachment to send to
printer

General File Cleanup


The default implementations of the report store automatically control file growth on the application
servers. There are a number of reasons, though, why a general cleanup mechanism is needed:

• If Oracle Transportation Management application servers fail or are cycled, the owned and LRU
stores lose all state. Any files currently on disk will remain.
• If you choose to suppress report removal for debugging, files can build up on disk.
To address these cases, the report engine includes a cleanup poller that wakes up periodically and
scans the specified directories for files older than a given threshold. These files are then removed.

Properties include:

• glog.bipreports.cleanup.type=report
• glog.bipreports.cleanup.report.path=<directory to scan>. This defaults to
$glog.bipreports.report.path$
• glog.bipreports.cleanup.report.files=<comma-delimited list of file wildcards to clean. See
WildcardFileSearch for syntax.>. This defaults to report-*, *.html, *.rtf, *.pdf, *.xls.
• glog.bipreports.cleanup.report.threshold=<# of days old a file must be for cleaning>. This
defaults to 30 days.
• glog.bipreports.cleanup.report.frequency=<# of minutes between cleanup checks>. This
defaults to 360 minutes.

10-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
11. Troubleshooting
When generating a report, errors can occur in BI Publisher. If fatal, an exception is thrown to Oracle
Transportation Management. For an ad-hoc report request, the exception is shown to the user; for
scheduled or automated reports, it is written to the exception log.

Report Logging
Two types of logging are available to diagnose report issues:

• Oracle Transportation Management logging. The Report log ID outputs the major steps of
report creation. The ReportDetails log ID provides more detailed information.
• BI Publisher logging. The BI Publisher engine maintains a separate logging subsystem to track
data generation and transformation progress. Please refer to BI Publisher documentation for
more details on this topic
Oracle Transportation Management Logging
As mentioned above, you can enable logging in Oracle Transportation Management by enabling the
Report and ReportDetails log IDs. This logging will can give the details of which report is being
accessed and the SOAP request being posted to the BI Publisher external server web service.

BI Publisher Logging
You can enable detailed logging on the BI Publisher server to track what is being done by BI Publisher
while generating the report. For more information on the type of log files, the categorization of the log
levels, and configuration of the log files refer to chapter 12 Diagnostics and Performance Monitoring in
the administrators guide at Oracle® Fusion Middleware Administrator's Guide for Oracle Business
Intelligence Publisher.

Frequently Asked Questions


How do I configure BI Publisher reports in Oracle Transportation Management?
This guide talks about this in more detail. Below are the high level steps.

1. Configure the BI Publisher Data Source.


a. Give data source name as otmoltp
b. Give the database username as globalreportuser.
2. Design Report in BI Publisher.
a. Define a data model.
b. Define a report with layout for the data model.
c. Test the report using BI Publisher server directly.
3. Define a report system for connecting to the BI Publisher server or use the report system
DEFAULT with property macros pointing to glog.bip.externalFarm.* properties.
a. The bi publisher user with which you created a report and user with which you want to
access the report need not be the same. Please refer to section 2.3 Permission Grants
and section 3.8 Configuring Users and Roles in the Oracle® Fusion Middleware
Administrator's Guide for Oracle Business Intelligence Publisher.
4. Define the report definition with the report system.
a. Provide the report absolute path. This will be the path in the URL for accessing the
report from the BI Publisher server.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 11-1
b. Take the Report path prefix defined in the report system into consideration since the
absolute path provided for the web service will be a concatenation of the report path
prefix and the absolute path given in the report definition.
c. Define report parameters. The parameter name should match the parameter name
defined for the data model in BI Publisher.
Which database user is used for generating reports?
The application uses the database user pointed by the PRIMARY_THIN data source defined in OTM for
generating online reports. Typically it is glogdba.

For generating offline reports which connect to a replicated offline database, the application uses the
database user pointed by the ODS data source defined in OTM.

For generating archive reports which connect to an archive schema, the application uses the database
user pointed by the ARCHIVE data source defined in OTM.

Another important point to note here is the reports run from the BI Publisher server will not have any
VPD context applied. Reports run from OTM run with the VPD Context of the user running the report.

I am upgrading from pre 6.4 releases to 6.4.2. What are the steps I need to follow?
In pre 6.4 releases, reports are generated in two ways:

Embedded Report Generation

A report definition is linked to a data template (query template) and the format template. Using the
Java API provided by the BI Publisher we used to generate the reports with in OTM. This was available
from release 6.1 to 6.3.7.

In this case we used to have a data template or query template which used to generate the structured
data i.e. xml data and a format template which defines the layout of the report.

When upgrading from 10g to 11g reports one will have to understand the changes made to the report
architecture. The following link provides more details on the upgrade from 10g to 11g.

https://docs.oracle.com/middleware/11119/core/FUGBI/upgrade_bip.htm#FUGBI308

Follow the steps given under section 6.5.2 for migrating the data templates to data models given in
the below link

https://docs.oracle.com/middleware/11119/core/FUGBI/upgrade_bip.htm#FUGBI589

In step 4, please use the Upgrade E-Business Suite Data Template Directory option to specify the path
of the data templates to be upgraded.

You can use the same format template as before provided the path to access the elements are same
as before.

Using the data model and format template you will have to create a BI Publisher 11g report.

Integration with External BI Publisher Stand Alone Server

Integration is provided with a standalone BI Publisher report server which has the report artifacts
(data template and format template). OTM will call into the stand alone server using web services and
get the report.

11-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
The following link provides details on BI Publisher upgrade.

https://docs.oracle.com/middleware/11119/core/FUGBI/upgrade_bip.htm#FUGBI308

Can I use the data template and format template I have in pre 6.4 releases for
reports in 6.4.2?
No. Please follow the steps outlined in the section “I am upgrading from pre 6.4 releases to 6.4.2.
What are the steps I need to follow?”

Can I use Parameter Operators in 6.4.2?


No. Every report defined in 6.4.2 or migrated to 6.4.2 is assumed to be a report with parameters
being used as bind values. If you have reports with parameter operators, you should migrate these
reports to use the parameters as bind values.

Can I use configure consolidated reports?


In pre 6.4 releases the consolidated reports are used to run the report for multiple business objects
using the One Of operator. These reports are used only when using the Run Report web action. Since
the parameter operators are deprecated, this functionality will not work in 6.4.2. It is assumed that all
of the reports configured with OTM are transactional reports. So any use of consolidated reports is
currently not supported.

Why do I get Invalid format requested error when trying to view selected format of
the report?
After designing the report and registering it with OTM, when trying to generate the report for a
particular format, if there is an error like:

oracle.xdo.webservice.exception.OperationFailedException:
PublicReportService::generateReport for reportAbsolutePath
[/Reports/pickup_summary/pickup_summary.xdo] failed: due to
oracle.xdo.servlet.data.DataException: Invalid format requested: excel2000
[000717] Invalid format requested: excel2000

This is because the report is not enabled for the format being requested.

Follow the steps as per the below link.

• Selecting Output Formats


How do I send multiple values for a parameter of the report?
Follow the steps as per the below link

https://docs.oracle.com/middleware/12212/bip/BIPDM/GUID-FD8752C2-D398-4F8F-BB80-
7C1347021FA4.htm#BIPDM310

When defining a new parameter enable the check box for Text field contains comma-separated values.

How do I move report artifacts from one server to another?


Once a report is designed in the test environment, we will want to move the report from test
environment to production environment.

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 11-3
Please follow the steps as outlined in chapter 6 of this guide.

Why do I get OutOfMemoryError: Java heap space?


Oracle Transportation Management is integrated with BI Publisher to send the report requests and
receive the generated output as response. OTM is not equipped to manage very large responses that
can be received from the BI Publisher server. Typically OTM assumes that transactional reports which
tie to one business object are configured.

If analytical reports are configured, these reports can return a large amount of data which in turn can
occupy the space in the java heap and can lead to OutOfMemoryError.

While OTM can receive a small amount of data for the transactional reports, it may not have enough
space to handle the large amount data that can be generated in case of analytical reports.

It is recommended that you use transactional reports within OTM for this reason. The analytical report
can still be used by leveraging the BI Publisher report server capabilities.

How do I view all of the scheduled reports?


Use the menu link View Scheduled Jobs at Business Process Automation > Reporting > View
Scheduled Jobs.

Use Business Process Automation > Reporting > View Completed Jobs to view the report jobs
which were generated during the scheduled period.

Note that the scheduling that happens in the application has no relation with the scheduling that BI
Publisher provides. OTM uses the BI Publisher server only to send the report generation SOAP
requests.

Scheduled reports are not being received as emails, what should I check?
A scheduled report, even though it got generated, can back up on the mail queue in the application if
the mail queue does not have enough threads to process the queued items. The report once generated
will be queued up for email processing. The queue used for this is “transport – SMTP”. Check the
number of threads given for this queue and check the backlog on this queue. If there are backlog
items on the queue, please increase the number of threads for this queue using the following
property.

glog.process.threadGroup.mail

By default it has a value of 1. Please increase this value but do not increase it to a high value which
will result in burdening of the mailing system.

Why are scheduled report received as a link and not as an attachment?


Read the online help for Security Level that can be configured for each of the report.

Even if the security level allows you to attach, there is a limit of size of the reports which can be
attached. The property that governs this is

glog.notify.report.maxPdfSize

You should also check the property

glog.mail.maxContentSize

11-4 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.
This property defines the maximum content of the email size. So if you decide to increase the first
property you should check that the limit does not exceed the second property.

How do I generate reports with a bar code?


For information on how to create reports which need to print barcodes, please refer to the "Using the
Barcode Fonts Shipped with BI Publisher" section in the "Oracle Fusion Middleware Report Designer's
Guide for Oracle Business Intelligence Publisher".You will be able to use only three bar code fonts
shipped with bi publisher. Please refer to the above documentation for more information.

Why does the report give me the same output for the same set of parameters
even though I change the user?
When a report is designed in BI Publisher, you need to pay attention to the caching properties of the
reports. If the caching is enabled when you have the same set of parameter the report can be cached
for a certain period of time. Please refer to the following link for more details.

https://docs.oracle.com/middleware/12212/bip/BIPRD/GUID-921F37EA-3956-4244-BFBF-
2B942DF10E22.htm#BIPRD2125

Though it is a different application user, the report has no way of telling that it is different user unless,
the user is also defined as one of the report parameters.

How do I disable report caching?


Please refer to the section “Why does the report give me the same output for the same set of
parameters even though I change the user?”

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 11-5
12. Additional Resources
Oracle Business Intelligence Suite Enterprise Edition Documentation Library:

• http://download.oracle.com/docs/cd/E10415_01/doc/nav/portal_booklist.htm
A BI Publisher developer's diary

• http://blogs.oracle.com/BIDeveloper/
BI Publisher Forum

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

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 12-1
13. Appendix: General Properties
See the “Advanced Configuration: Customer-defined Properties” chapter in the Administration Guide
for instructions on how to manage reserved properties.

Table 13-1: General Properties

Property Reserved Description

glog.bipreports.app.tempDir Yes This sets the base directory for the


app-tier bi publisher report
generation.

Default: $temp.dir$/bipublisher/

glog.bipreports.cleanup.type=report Yes A cleanup type specifies some


group of files in a common
glog.bipreports.cleanup.report.path=<directory to directory to scan. See the Report
scan>. Designer’s Guide.

glog.bipreports.cleanup.report.files=<comma-
delimited list of file wildcards to clean.

See WildcardFileSearch for syntax.>.

glog.bipreports.cleanup.report.threshold=<# of
days old a file must be for cleaning>.

glog.bipreports.cleanup.report.frequency=<# of
minutes between cleanup checks>.

glog.bipreports.report.path=<path> Yes Directory to store final reports.


Only valid for owned or LRU
stores.

Default: $temp.dir$

(e.g. /opt/otm-61-wl/temp)

glog.bipreports.web.tempDir Yes This sets the base directory for the


web-tier bi publisher report
generation.

Default: /bipublisher/temp/

Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved. 13-1
13-2 Copyright © 2010, 2017, Oracle and/or its affiliates. All rights reserved.

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