BI Publisher: “JD Edwards Style”

1. BI Publisher: “JD Edwards Style” Robert Robinson JD Edwards Systems Manager Health Care REIT, Inc. Toledo, OH

2. This Presentation is Rated “R” The presentation includes strong technical language, fast paced system action, some presenter violence and power user content. Attendee discretion is advised.

3. Outline • Company Profile • My Profile • Overview of BI Publisher • BI Publisher Setup, briefly • Step-by-step example • “How to” tips • Key documents • Summary

4. About The REIT • Health Care REIT, Inc. is a self-administered, equity real estate investment trust that invests across the full spectrum of senior housing and health care real estate including independent living/continuing care retirement communities, assisted living facilities, skilled nursing facilities, hospitals, long-term acute care hospitals and medical office buildings. • Founded in 1970, the company was the first real estate investment trust to invest exclusively in health care properties. The Company also offers a full array of property management and development services. As of September 30, 2008, the Company’s portfolio consisted of 641 properties in 39 states.

5. My profile • 22 years on JDE (World and E1) • Experience as end user, trainer, EDP auditor, consultant, CNC and “crash test dummy” • Started at the REIT in July 2006 • President, Quest BI SIG; Vice President – Alliances, Quest R/E SIG; Vice President – JD Edwards, Merged Michigan Oracle Users Group

6. What is BI Publisher? • A template-based desktop publishing application • BI Publisher was created by Oracle and was first used in its E-Business Suite; it was then bundled with the PeopleSoft Suite a few years ago • In 2006, the first BIP application (Phase 1) was bundled with JD Edwards EnterpriseOne; the 8.97 Tools Release introduced the Phase 2 upgrade of BI Publisher (Phase 2 linked BIP to the JD Edwards Change Management process, which allows CNCs to manage BIP objects through OMW)

7. What is BI Publisher? • BI Publisher improves reporting by putting a familiar face (Word, Adobe) on the report design process, allowing users to leverage existing reports without major rewrites of the associated UBE. • End users can create and change reports with minimal CNC support, and without having to have their BIP reports updated through the JDE Change Management process • The collection of the data can still be handled by existing report tools, but you can design and control how the report outputs will be presented (in separate template files). At runtime, your designed template files are merged with the report data to create a variety of output formats (PDF, Excel, HTML, PowerPoint, even flat files).

8. What is BI Publisher? Users can create: • Customer-ready PDF documents, such as financial statements, marketing materials, contracts, invoices, and purchase orders utilizing colors, images, font styles, headers and footers, and many other formatting and design options • Excel output to create a spreadsheet of your report data • PowerPoint slides for presentations • "Filled-out" third-party provided PDF documents (such as 1099s). Download a PDF document, such as a government form, to use as a template. At runtime, the data and template produce a "filled-out" form

9. BI Publisher Setup Requirements: • JD Edwards EnterpriseOne release 8.11 SP1 or higher • Tools Release 8.97 (Required for Phase 2 of BI Publisher) • Baseline ESU (Check Metalink3 for most current version) • Planner ESU (Check Metalink3 for most current version) Perform necessary Application and/or Tools Release Upgrades and ESU installs as per instructions

10. Outline of JD Edwards BI Publisher Process • Familiarize yourself with the JD Edwards UBE that you want to use • On the desktop, open a blank Word document and save it as an RTF document • Upload the blank template to EnterpriseOne • Create a report definition associating the batch application and the template • Submit the report definition either on the web or on a fat client • In the Report Definition Job Control Search, find the job for the report definition you just submitted and take the Row exit for view RD Output • In the Report Definition Job Control Search find the job for the report definition you just submitted and take the Row exit for view RD Source. This will contain the XML source code. Download this source code to the directory where you have stored the RTF template • Return to your desktop, and open the template in Word. Begin designing your template

11. Outline of JD Edwards BI Publisher Process • Load XML Data and continue to “markup” your template (While you are designing your template, you can preview the look of the form by selecting the “Preview” function) • Once you have completed and saved your template, save the template back to the JD Edwards XML Object Repository • Re-submit the report definition • Return to the Report Definition Job Control Search, find the report you just submitted and take the Row exit for “View RD Output” • If the report requires revisions, return to the template and repeat steps 8-12

12. 1. Identify UBE to use My UBE of choice

13. 1. Identify UBE to use The small sample will allow me to get familiar with the UBE

14. 2. Create rtf document

15. 3. Upload blank template to JDE To upload the template, access the “XML Publisher Repository” and click “Add”.

16. 3. Upload blank template to JDE Complete the screen as shown above, (Object Type = “TR”, Product Codes = “55”, Region = “US”, Language = “EN” – change the last two attributes to match your region and language, if necessary). Click “OK”

17. 3. Upload blank template to JDE The “File Upload” prompt then appears. Click “Browse”

18. 3. Upload blank template to JDE Identify and select the blank RTF template. Click “Open”

19. 3. Upload blank template to JDE After the file name appears, click “Load”

20. 3. Upload blank template to JDE Enter the current date directly, or click on the calendar icon.

21. 3. Upload blank template to JDE Click on the check mark. This sets the current date as the effective date

22. 3. Upload blank template to JDE The effective date is now entered. Click OK

23. 3. Upload blank template to JDE At that point the new template was loaded into JD Edwards. The next step is to create the Report Definition

24. 4. Create report definition Run the P95620 application on a FAT client.

25. 4. Create report definition Click “Add”.

26. 4. Create report definition Enter the name of the report, description, and ‘55’ in the Product Code fields. Enter the name of the UBE, click on the flashlight in the “Template Name” field.

27. 4. Create report definition Identify and highlight the Report Definition template created earlier, highlight and click “Select”

28. 4. Create report definition Click “Next”

29. 4. Create report definition Select at least one “Available” output type, then select one “Default” output type. Click the check box for “*ALL Active Languages”. Click “Next”

30. 4. Create report definition Leave this screen unchanged. Click “End”

31. 4. Create report definition The new report definition has now been added. Click “Close”

32. 5. Submit report definition to batch On the “XML Publisher Report Definitions” screen (P95620), select the desired Report Definition. Click “Submit”

33. 5. Submit report definition to batch Select a UBE version (if one was not designated earlier)

34. 5. Submit report definition to batch Select sample data

35. 5. Submit report definition to batch Complete the data selection and Processing Options (if necessary)

36. 5. Submit report definition to batch Click OK, and then click OK again at the Printer Selection screen.

37. 5. Submit report definition to batch Select “Submitted RD Jobs” from the “Form” exit.

38. 6. Review RD output (blank) Status is “X” (new for BIP)

39. 6. Review RD output (blank) BI Publisher (Phase 2) Job Status Codes X= In process

40. 6. Review RD output (blank) Click “Find”. Status changes to “D” (Done)

41. 6. Review RD output (blank) Select “View RD Output” from the “Row” exit

42. 6. Review RD output (blank) At the “Report Definition Output” screen, select “View Output”

43. 6. Review RD output (blank)

44. 6. Review RD output (blank) Initial output for XML report

45. 7. Locate RD source/save to desktop Select “View RD Source” from the “Row” exit

46. 7. Locate RD source/save to desktop Save the XML code to directory where the RTF template is stored

47. 7. Locate RD source/save to desktop XML Source Code

48. STOP! Before you start to work on that template, take “XML101”

49. XML Basics – What is “XML”? • “XML” = “eXtensible Markup Language” (XML) • XML is at the heart of the technology • The 8.96/8.97 upgrades allow JD Edwards to translate data from its native code into XML • Data passes from the ERP system to the desktop over the web smoothly because the XML now used by JD Edwards is the same language that is (and has been) the basis of the Microsoft Suite for years • This means that data can now be moved into distribution-ready report templates on the desktop without the additional data massaging that has been required in the past.

50. XML Basics – What is “XML”? Knowledge of XML is not a prerequisite for being able to successfully create reports in BI Publisher; however, familiarity with XML will help with the more intricate reports that you create. The “Oracle Core Components Guide” does a good job of detailing the complete list of “need to know” XML basics; if you are hungry for more, a simple XML guide (like “Teach Yourself XML in 24 Hours”) is sufficient to fill in anything that the Core Components Guide leaves out.