A_PROJECTS_ALL Information about projects

PA_AGREEMENTS_ALL Customer contracts that serve as the basis for work authorization

PA_BILL_RATES_ALL Information about bill rates and markups of standard bill rate schedules

PA_BILLING_ASSIGNMENTS_ALL Assignments of billing extensions to a project type, project, or task

PA_COST_DISTRIBUTION_LINES_ALL Information about expenditure item cost distribution

PA_CUST_REV_DIST_LINES_ALL Information about expenditure item revenue distribution

PA_DRAFT_INVOICE_DETAILS_ALL Intercompany invoice details for cross charged transactions

PA_DRAFT_INVOICES_ALL Information about draft invoices generated for projects

PA_DRAFT_REVENUES_ALL Information about draft revenue generated for projects

PA_EXPENDITURE_COST_RATES_ALL Cost rates for non-labor expenditure types

PA_EXPENDITURE_GROUPS_ALL Groups of pre-approved expenditures

PA_EXPENDITURE_ITEMS_ALL The smallest units of expenditure charged to projects and tasks

PA_EXPENDITURES_ALL Groups of expenditure items incurred by employees or organizations for an expenditure period

PA_PERIODS_ALL Implementation-defined periods against which project performance is measured

PA_PROJECT_ASSET_LINES_ALL Summarized project CIP costs

PA_PROJECT_ASSETS_ALL Assets defined for capital projects

PA_EXPENDITURE_TYPES Implementation-defined classifications of expenditures charged to projects and tasks

PA_EXPENDITURE_CATEGORIES Implementation-defined groupings of expenditure types by type of cost

PA_CLASS_CATEGORIES Implementation-defined categories for classifying projects

PA_CLASS_CODES Implementation-defined values within class categories that can be used to classify projects

PA_PROJECT_CLASSES Class codes of class categories that are used to classify projects

PA_BUDGET_VERSIONS Versions of project budgets

PA_BUDGET_LINES Detail lines of project and task budgets

Development for Mobile Applications – Include themes and HTML templates suitable for smart phones and mobile devices.

Charting - Provide for chart rendering without using Flash (to enable display on mobile devices).

Error Handling - Improve error handling and user-defined exception processing.

Interactive Reporting – Allow multiple reports on one page and support pivot queries.

Tabular Forms – Allow multiple tabular forms on one page and continue to expand tabular forms validations.

Master-Detail-Detail – Allow the generation of pages to support master-detail-detail relationships.

Dynamic Actions – Enhance conditional processing and allow dynamic actions to be defined for tabular forms, reports, and buttons.

Plug-Ins - Add plug-in support for additional components and enhance plug-in definitions.

Use of ROWID – Allow usage of ROWID for Automatic DML processing (as an alternative to identifying the PK columns).

Modal Dialogue - Add ability to display a dialog on top of a page (the rest of the page will be grayed out).

Websheets – Allow for greater control over user interface, new page section types, and enhanced spreadsheet / datagrid integration.

Data Upload - Enable end-users to upload data into an existing table (within an application).

Accessibility – Improve accessibility in existing themes and HTML templates.

Oracle Business Intelligence Publisher is a reporting and publishing application that enables you to extract data from multiple data sources, create a template to lay out the data in a report, and publish the report to numerous output formats. BI Publisher also enables you to schedule reports and deliver the reports to any delivery channel required by your business.

Administering BI Publisher requires setting up and maintaining the following system components:

• BI Publisher security
• Data source connections
• Integrations with other Oracle products
• Report delivery options
• Runtime configuration settings
• BI Publisher Scheduler configurations
• System maintenance options

Integration
Oracle BI Publisher enables you to integrate with the following products:
• Oracle BI Presentation Services - This integration enables you to use Oracle BI Answers requests as data sources for your reports.

• Oracle BI Discoverer - This integration enables you to use Oracle BI Discoverer Worksheets as data sources for your reports.

• Hyperion Workspace and Shared Services - This integration enables you to access BI Publisher from within the Oracle Enterprise Performance Management Workspace.

• Oracle Smart Space Client - This integration enables you to set up a link to the Oracle Smart Space download page. This will enable all BI Publisher users to easily access the Oracle Smart Space client download page from their BI Publisher session.

• Oracle E-Business Suite – This integration can be done by uploading a DBC file to recognize your Oracle E-Business Suite users.

• Oracle BI Server – This can be integrated by setting up the BI Publisher roles in your BI Server Administration tool then configure BI Publisher to integrate with it.


Integrating with Oracle E-Business Suite
1. In the Oracle E-Business Suite, log in as a System Administrator and create the following responsibilities to correspond to the BI Publisher functional roles:

• XMLP_ADMIN – this is the administrator role for the BI Publisher server.
• XMLP_DEVELOPER – allows users to build reports in the system.
• XMLP_SCHEDULER – allows users to schedule reports.
• XMLP_ANALYZER_EXCEL – allows users to use the Excel analysis feature.
• XMLP_ANALYZER_ONLINE – allows users to use the online analysis feature.
• XMLP_TEMPLATE_DESIGNER - allows users to connect to the BI Publisher
server from the Template Builder and to upload and download templates.

2. Add the new BI Publisher responsibilities to the appropriate Users.

3. Log in to BI Publisher Enterprise. From the Admin tab, select Security Configuration.

4. In the Security Model section of the page, select Oracle E-Business Suite from the list.

5. Load your dbc file from the E-Business Suite instance. This is typically located under the $FND_SECURE directory. If you do not have access to this file, contact your E-Business Suite system administrator. This file specifies how BI Publisher should access the E-Business Suite instance.

6. It is recommended that you create a local super user for the system to allow you to access the Administrator pages once the changes take effect. Select the Enable Local Superuser check box and enter a username and password for the user under the Local Superuser section of the Security Configuration tab.

7. Restart the BI Publisher server for the security changes to take effect.
Once you restart the system, all your E-Business Suite responsibilities will be visible as roles in the BI Publisher security center. Add folders to the E-Business Suite roles.

Integrating with Oracle BI Server Security
This is done by defining BI Publisher functional roles within the Oracle BI Server Administration tool, assign users to these groups, and then specify Oracle BI Security as your security model in the BI Publisher Admin interface.

1. In the BI Server Administration tool, create the following groups to correspond to the BI Publisher functional roles:
• XMLP_ADMIN – this is the administrator role for the BI Publisher server.
• XMLP_DEVELOPER – allows users to build reports in the system.
• XMLP_SCHEDULER – allows users to schedule reports.
• XMLP_ANALYZER_EXCEL – allows users to use the Excel analysis feature.
• XMLP_ANALYZER_ONLINE – allows users to use the online analysis feature.
• XMLP_TEMPLATE_DESIGNER - allows users to connect to the BI Publisher
server from the Template Builder and to upload and download templates.

2. Add the appropriate users to the BI Publisher groups in the BI Server Administration tool.

3. In the BI Publisher Enterprise application, log in with Administration privileges. From the Admin tab select Security Configuration.

4. In the Security Model section of the page, select Oracle BI Server from the list. Provide the following connection information for the BI Server:
• JDBC Connection String - example: jdbc:oraclebi://host:port/
• Administrator Username and Administrator Password
• Database Driver Class - example: oracle.bi.jdbc.AnaJdbcDriver

5. It is recommended that you create a local super user for the system to allow you to access the Administrator pages once the changes take effect. Select the Enable Local Superuser check box and enter a username and password for the user under the Local Superuser section of the Security Configuration tab.

6. Restart the BI Publisher server for the security changes to take effect.

Logging into Business Intelligence Publisher

1. Navigate to the URL provided by your system administrator. The URL is of the format http://hostname:port/xmlpserver/

2. Select the language you prefer for the user interface.

3. Enter your credentials to log in to BI Publisher.

4. Select Accessibility Mode if you wish to render the Reports home page in an accessible tree structure.

5. Select Sign In.

This setup is with respect to  Oracle Applications 11.5.10.2 instance.

First apply patch - 6898666. This patch is available via Metalink. As always, please review the prereqs. If you are patched up to 11.5.10.2, you should be fine.

In order to upload budgets with Excel, you will need to create the profile option, "GL: Default Desktop Viewer". You can find more information pertaining to the steps for setting up this profile option in Metalink note 556280.1.

When trying to upload a budget for the first time, you may encounter the error: "You do not have permission to access this functionality". This error is normal. It can be corrected by setting the profile option: "BNE Allow No Security Rule" to Yes at the Responsibility level. You can find more information pertaining to this error in Metalink note 559924.1.

With the three steps above you will be uploading budgets via WebADI in no time.

Setup for for multiple sets of books

First create a new responsibility for WebADI, similar to the WebADI responsibility seeded. (Copy the menu name and data group seeded in the responsibilities setup form.) 

Associate the new responsibility with the SOB via the "GL: Set of Books Name" profile option at the responsibility level.  

Assign the responsibility to a user.