Oracle Report Manager Configurations Guide

Steps to perform while configuring Oracle Report Manager

This is for version 11.5.10-
Note: Check with Oracle for latest information regarding setup/configurations
Steps need to be done by DBA

Below patches has been applied by DBA-(Confirm with with Oracle before applying these patches or any additional patches required)
    

·         5853005(FSG FUNCTIONALITY FOR R11i INCLUDING XML AS OF 01/30/07)

      ·         11793768(Consolidated Patch for FSG Drill Down)
      ·         9013928(FSG Spreadsheet & tab delimited shows extra lines in output )

Prerequisites for accessing Oracle Report Manager

Oracle Report Manager Leverages features of Oracle XML Publisher and Oracle Web Applications Desktop Integrator (Web ADI).

When you submit a Standard or Variable Report request, Report Manager uses XML Publisher's formatting engine to apply a layout template to the request data to generate the report in the desired output format. Report Manager then publishes the report to the Reports Repository and to any selected menu items.

When you design a template using the Financial Report Template Editor, Report Manager uses Web ADI to generate and download the Excel spreadsheet to your desktop and then uploads the template to the XML Publisher Template Manager.

 The following are the prerequisites for Web ADI:

 One of the following operating systems must be installed on the client PC:

·         Windows ME
·         Windows NT 4.0 with Service Pack 3 or later
·         Windows 2000
·         Windows XP
·         Windows 98
·         Windows 7

Internet Explorer 5.0 or greater installed on your machine.

One of the following versions of Excel:
·         97
·         2000
·         2003
·         2007
·         2010

Below steps needs to be done by individual user for accessing Report Manager using excel 2010 from their local desktop

To integrate Microsoft Excel with Report Manager, make sure the following settings are enabled in Microsoft Excel and Internet Explorer on the user’s desktop.

Macro Security Settings for Microsoft Excel-
Microsoft Excel 2010 Users

Click ' File' -> 'Options'

Click 'Trust Center' link in the 'Excel Options' window.

Click 'Trust Center Settings...' button.

In the 'Trust Center' window click 'Macro Settings' link from the menu on the left.

Under 'Macro Settings' check 'Disable all macros with notification'.

Under 'Developer Macro Settings' check 'Trust Access to the VBA project object model'.

Click 'OK' button to close the 'Trust Center' window.

Click 'OK' button to return to the spreadsheet.

ActiveX Controls and plug-ins Setting-

Security settings to allow a spreadsheet to be created on your desktop as follows:
Select 'Tools' -> 'Internet Options -> 'Security' (Tab) from the browser menu.
Select the appropriate zone you are using e.g. ‘Internet' -> 'Custom Level' (button)
Set the option 'Initialize and script Active X controls not marked as safe' to 'Prompt' or 'Enable' .

Delete temporary files-

- go to menu Tools => Internet Options,
- select 'General' tab,
- click on button 'Delete Files' in 'Temporary Internet files' area
or
- click on button 'Delete...' then in 'Delete Browsing History' pop-up window click on 'Delete Files...'
- close all IE windows and restart new browser session.

 

 

Steps needs to be done by System Administrator

 

The system administrator assigns Report Manager Menu items to various responsibilities. Following are the seeded menu items:

 

•       Financial Report Submission

•       Financial Report Template Editor

•       Repository Management

•       Security Workbench

•       Standard Report Submission

•       Upload File

•       Variable Report Submission

•       Publish Report Set

•       Define Report Set Publishing Options

•       Publish Request Set

•       Define Request Set Publishing Options

•    Ad Hoc FSG Submission

 

The list of reports available under one responsibility is generally different than reports available under another responsibility. The following example gives a likely scenario of the dispersion of Oracle Report Manager Menu items.

Example

Responsibility: General Ledger
•       Menu Item: Financial Report Submission
•       Menu Item: Financial Report Template Editor

Responsibility: Report Manager Administration

•       Menu Item: Security Workbench
•       Menu Item: Repository Management
•       Menu Item: Upload File
•       Menu Item: Financial Report Template Editor

Responsibility: Manufacturing Operations

•       Menu Item: Standard Report Submission

Responsibility: Financial Assets

•       Menu Item: Standard Report Submission
•       Menu Item: Variable Report Submission

Responsibility: Accounts Payable

•       Menu Item: Standard Report Submission

In addition, users access Oracle Report Manager every time they view a report published

by it. In this case, the reports being distributed by menu items created by report producers can be placed in any responsibility (security permitting).

1.     Assigning ‘Report Manager’ responsibility to user-

 Navigation-

       System Administrator > Security > User > Define > Click F11 > Enter user name > Click on Ctrl F11
      Then Click on responsibility and click on '+' this icon. Select ‘Report Manager’ from list of values and save.

 

2.     Assigning below report manager menus to Report Manager responsibility-
•       Menu Item: Security Workbench
•       Menu Item: Repository Management
•       Menu Item: Upload File
•       Menu Item: Financial Report Template Editor

Navigation:

System Administrator > Security > Responsibility > Define > Click F11 > Enter Responsibility name i.e. Report Manager > Click on Ctrl F11 > Report Manager Responsibility will get listed

Copy Menu Name:  ‘Report Manager Security Menu’ and Close form.

 

Navigation:

System Administrator > Application > Menu > Click F11 > Enter User Menu name i.e. Report Manager Security Menu > Click on Ctrl F11 > Menu will get listed

Then Click on any prompts and click on '+' this icon. New row will get populated. Click on Function and list of value will get populated and from list, try selecting ‘Repository Management’.

     Put same function name in description and prompt column.

     Repeat above step for other menus as well.

 

After adding all 4 report manager function to these menus, click  on save icon, one program will get launch to recompile menus.

 

 

Click on Ok and close form. After completion of above program, you will be able to see all above menus to this report manager responsibility.

Navigation:

Click on change responsibility icon and select report manager responsibility.

 

3.     Assigning report manager menus to general ledger responsibility-

•       Menu Item: Financial Report Submission

•       Menu Item: Financial Report Template Editor

•       Menu Item: Ad Hoc FSG Submission

Navigation:

System Administrator > Security > Responsibility > Define > Click F11 > Enter Responsibility name i.e. GL_RUN REPORTS ALL > Click on Ctrl F11 > GL_RUN REPORTS ALL Responsibility will get listed

 Copy Menu Name:  ‘GL RUN REPORTS RESPONSIBILITY MENU’ and Close form.

 

 

Navigation:

System Administrator > Application > Menu > Click F11 > Enter User Menu name i.e. ROYAL GL RUN REPORTS RESPONSIBILITY MENU > Click on Ctrl F11 > Menu will get listed

Then Click on any prompts and click on + this icon. New row will get populated. Click on Function and list of value will get populated and from list, try selecting ‘Financial Report Submission’.

Put same function name in description and prompt column.

Repeat above step for other menus as well.

 

 

After adding all function to this menu, click save icon, one program will get launch to recompile menus.

 

 

Click on Ok and close form. After completion of above program, you will be able to see all above menus to this GL_RUN REPORTS ALL’ responsibility.

Navigation:

Click on  change responsibility icon and select GL_RUN REPORTS ALL responsibility.

 

 

 

Accessing Report Manager Menu for submission of reports

Login

Log into Oracle Applications and navigate to your personal homepage. Under

Navigate; click ‘GL_RUN REPORTS ALL’ responsibility.

 

Process Flow for publishing reports through Oracle Report Manager-

Prerequisites:

• Your user responsibility has been granted access to report submission.

• A layout template exists for the report you want to publish

Steps:

1. From the Oracle E-Business Suite Navigator, select the type of report you want to publish: Financial Report, Ad Hoc FSG, Variable Report, or Standard Report.

2. For Financial, Variable, or Standard reports, select or search for the name of the report you want to publish. For Ad Hoc FSG reports, select the report components.

3. Specify the parameters needed to submit the report as a concurrent request.

4. Specify the publishing parameters. When the report XML data is generated, it is sent to the Oracle Report Manager repository where it is stored and available for presentation to viewers. Parameters

Include:

• Security options for viewing the report.

• Layout template to apply. Note that the template can be changed at any time when viewing the published report from the repository.

• Expansion values or timeframes.

• Reviewers to approve the report before it are presented.

• Date to automatically mark the report for archive.

5. Determine the location in the repository to store the report. If the report exists in the repository you can choose a new location or overwrite it.

6. If you wish to publish the report to a menu item on the Oracle E-Business Suite Home page, you can apply presentation parameters to define where in the menu structure the report appears

Example:

Place a Summary Income Statement under a responsibility called Financial Reports that was created by your system administrator.

7. Review all of your report parameters.

8. Submit the report.

A confirmation page displays your concurrent program request ID. You can monitor this request until it has successfully completed.

Note that when you submit the report, two requests are submitted to the concurrent manager: the request to generate the data and the request to publish the data. The request ID displayed after confirmation corresponds to the Publish and Presentation Program. When you monitor your report you will see your submitted request and the Publish and Presentation Program. Your report will not be available for viewing until both requests have completed successfully.

9. If you chose a reviewer for the report, the reviewer views the report and approves it, making the report available to all others with access.

10. If you chose to publish the report to a menu item of a responsibility, then all users who have that responsibility and menu will see the report listed.

Example

Following the same example in step 6, users with access to the Financial Reports responsibility can navigate to that responsibility and view the Summary Income Statement.

Timeframes and expansion values (for example, department) are available in lists. The viewer selects the time and expansion value to view. Security can restrict the expansion values a particular user can view (for example department 100 only). The viewer can also select to output the report to HTML, Excel, or PDF.