Archive for the ‘Siebel Reports (BI Publisher)’ Category

To Start With Siebel BIP Reports


Before start working with reports, following are the two pre-requisites:

1.      BI Publisher Desktop Add-In

  •  A report template is edited using Microsoft Word with BI Publisher Desktop add-in.
  • This add-in provides an additional toolbar and menu options to work with reports.


  2.      Sample Data File

  • It is a XML file generated in Siebel application using integration object associated with report.
    • Administration – BIP Reports > Sample Data File Generation view.
    • XML is generated at location – <SiebelInstallDir>\XMLP\Data.
  • Data File defines the data elements that would be available at run-time.
  • It also provides sample values for previewing reports.
  • Before start working with reports, it is required to load the data file.



What is a Local Superuser in BI Publisher?

When Siebel Security Model is enabled on BI Publisher server, BI Publisher authenticates every logged in user by retrieving his/her privileges from Siebel application.

Now suppose Siebel application is down and you are trying to login to BIP server by BI Publisher Enterprise application. By default, BI Publisher will not be able to authenticate your login as Siebel will not return your privileges.

To handle such a situation, Local Superuser is created in BI Publisher Enterprise application. For this user, Siebel Security Authentication is bypassed and reports can be generated.


Steps to create Local Superuser

  1. In BI Publisher Enterprise Application, navigate to Security Center – Security Configuration.
  2. Check Enable Local Superuser checkbox.
  3. Specify Superuser Name and Password.


Siebel Report Components


A Siebel report is generated from following components:

  • Report Schema (XML File)
    • Integration Objects are used to retrieve the data from Siebel database.


  • Report Layout (XSL and XLIFF Files)
    • Layout of the reports is designed in MS Word as an RTF file. It is then converted into XSL (Extensible Style-sheet Language) file with the help of BI Publisher Desktop Add-in.
    • Fixed text strings, mentioned in the RTF file for various fields and controls, are stored in a separate XLIFF (XML Localization Interchange File Format) file. It allows for easy language translations.

Siebel Report Generation – Architecture


There are two modes in which Siebel application access BI Publisher engine to generate reports – Connected Mode and Disconnected Mode


1. Connected Mode

  • Used by Siebel Web Client to communicate with standalone BI Publisher server.
  • XMLP Report Server component is configured on the Siebel server.
    • It retrieves the report data from Siebel database through Integration Objects.
    • It invokes the Reporting Service/Engine at BI Publisher server through Web Services and also transfers the data to be displayed in reports. Reporting engine prepares the final report and sends it back to the XMLP Report Server component.
    • It saves the received report in Siebel File System and also passes it back to the user.


2. Disconnected Mode

  • Used by Siebel Mobile/Dedicated Web Client.
  • BIP Reporting Engine is implemented in Siebel.exe file itself via embedded libraries.
    • This leads to limited functionality. For example, scheduling of reports is not supported.
    • This also leads slightly less performance.
    • It retrieves the data and generate/display the final report.


What is BI Publisher?


BI Publisher is a template-based publishing engine developed by Oracle. It allows customers to rapidly develop or modify reports templates. Siebel application uses Oracle BI Publisher report engine to generate Siebel reports.

It is based on industry standard technologies such as XML and Web Services. It utilizes familiar software (Microsoft Word) as a development tool. It supports various report viewer applications such as Adobe Reader, MS Word and MS Excel.

Oracle earlier had XML Publisher (acronym – XMLP) tool to work with reports. BI Publisher is an extension to this tool. This is the reason why you may see ‘XMLP’ at various places – files, folders, web-services etc.