Click Preferences link. (highlighted in the screen below):

The Preferences screen is displayed with the General Preferences and Account tabs.

Observe the options on the General Preferences tabbed page, and select the appropriate options for UI Language, Reports Locale, Reports Time Zone according to your requirements.
Click Apply.

Note: You can also enable the accessibility option.

To edit the password settings for the Administrator account, click the Account tab.
Change the password for Administrator as required by entering the current and new passwords in the screen.
Click Apply to save the preference settings.

Note: If you have installed BI Publisher along with Oracle BI Enterprise Edition, for the integration between these to work, for any given user account , you should set the same password in BI Administration Tool and in BI Publisher. (Refer to Prerequisites section for setting up integration between BI Publisher and Oracle BI EE.)

Start the MS Word application from the program menu. From the Oracle BI Publisher menu, select Log On.

Note: The Oracle BI Publisher menu is displayed in MS Word only when you have successfully installed the Oracle BI Publisher Desktop as mentioned in step 3 of the Prerequisites section. Also, observe the BI Publisher toolbar in MS Word, with the Data, Insert, Preview, Tools, and Help menus. Observe the various options in these menus.

In the Login screen that appears, enter Administrator as the Username and Password, and click Login.

The first time when you connect, you may be asked for the report server URL, enter the URL which is of the format:
http://<Host>:9704/xmlpserver

This displays the Open Template window. Ensure that BI Publisher is selected from the Workspace drop-down list.
Navigate and select the Based on Oracle DB report that you have created from My Folders> Learn. Click Open Report.

Note: When you open the report you will not see any data in the MS Word document, but this will load the XML data definitions from the query to facilitate the defining of a template.

In the Word document that loads this report, select Insert> Table Wizard on the BI Publisher toolbar to define a format for the table data in the query.

This displays the Table Wizard. Select Table and click Next.

In the next step, ensure that ROWSET/ROW is selected as the Grouping Field, and click Next.

In the next step, click to include all the available columns in the table. (See the screen below.)
Click Next.

In the next step, select Department Name from the Group By drop-down list, ensure that the Group above option is selected, and accept the defaults for other options. Click Next.

In the next step, select Salary from the Sort By drop-down list, and select the options Descending and Number to sort the Salary column in descending order. Click Next.

In the next step you can edit the labels of the columns as required. Accept the defaults and click Finish.

The template you created looks like this:

Important Note: The BI Publisher Desktop Template Builder has just created a table for you. Notice the words and letters with the gray background. These are called form fields. Form fields are Word objects that allow you to reference other data (for example, a mail merge letter). BI Publisher uses form fields in two ways:

• First is to reference data fields from the report definition (like YEAR and MONTH). 
• The second use is to embed instructions that control how the data fields will be laid out (like G-Group By, F- For Each , and E- End). 

If you are curious to know what these instructions are, double-click the form field and view the Help text. It is important to treat these form fields carefully and not accidentally delete or move them. Doing so will change the layout of the table in your report. Also, you can add or modify your own form fields with XSL commands to do more sophisticated things with the table layout.

Also, you can additionally use MS Word's native formatting features on this template, such as changing the background and text colors, adding a title, and so on. This is covered in the next topic.

You can also add a chart in the template. For example, you can add a chart to display the average employee salaries by department in this report.
To add a chart to the template, select Insert > Chart.

In the Chart window that appears, define the graph characteristics by following the instructions listed below carefully:

1. Drag Salary to the Values field and Department Name to the Labels field. Also, select Average from the Aggregation drop-down list for the Salary. (These are highlighted in the screen below.)
2. Select Pie Chart from the Type drop-down list for the graph.
3. Click Preview to preview how the graph looks like, and click OK.

Note: If you do not like the style and type of the graphs in the preview, you can change them after the preview or later.

Now the template along with the graph in the Word document looks like this:

Select the File> Save As option. Enter Based_On_OracleDB.rtf as the name of the template, and click Save.
Do not close the file or log out of BI Publisher.

Note: You can save the file in any local folder on your system, but you have to save the template in the .rtf format (not in the .doc format).

You can also preview how the template looks like with the data by selecting
Oracle BI Publisher> Preview Template, and then selecting a format like PDF to view the data.

The data looks like this:

The graph looks like this:

In MS Word, select the Oracle BI Publisher> Publish Template As option.

Note: If you have not saved the template in RTF format, it may prompt you to save the template in RTF format first before publishing.

The Upload as new dialog box appears.
Enter Template1 as the template name, and click OK.

After the template is uploaded, it displays the following message indicating that the template is added to the BI Publisher report. Click OK again.

(If not already opened) Open the Based on OracleDB BI Publisher report as follows:.
In MS Word, select the BI Publisher> Open Template option.
Open the Based on OracleDB report from the path My Folders>Learn.

In MS Word, select the Oracle BI Publisher> Publish Template As option.

This opens the Upload as new dialog box.
Enter Template2 as the template name, and click OK.

After the template is uploaded, it displays the following message. Click OK again.

Note: You have added two different templates for the same report Based on OracleDB. You can modify the template file, and publish it as different template each time you modify.

If you have time, perform the following steps to edit the chart in the template file to change the graph style, and publish it as Template3:
Right-click the chart in the template and select BI Publisher Chart to edit the chart:

Ensure that Average is selected as the Aggregation for the Salary, select Regatta as the graph Style, and add Average Employee Salaries by Department as the Title.
Click Preview, and then click OK.

Select the Oracle BI Publisher> Publish Template As option, and publish the modified template as Template3 (as shown in the screens below):

(If not logged in) Log in to Oracle BI Publisher as Administrator.

Navigate to My Folders>Learn, and click the View link below the Based on OracleDB report.

You can see that the report is displayed using Template1 that you have published.
Also,you can see the other templates that you have published for the report in the drop-down list.

Scroll down to see the table data in HTML format. A portion of the data is shown below:

Scroll down to see the graph:

Note: You can also view the data in other formats, such as PDF, RTF, MS Excel, and so on.

Similarly, view the report data in PDF format using Template2 and Template3.

The data and graph in PDF format using Template2 are shown below:

The data and graph in PDF format using Template3 are shown below:

(If not logged in) Log in to BI publisher as Administrator, and navigate to My Folders> Learn.
Click the report icon beside the Based on OracleDB report.

This displays additional report actions in Folder and Report Tasks.
Click Copy Report and then click Paste from Clipboard to paste it in the same folder. (See the screens below):

Rename this copied report Report with Parameters and LOVs.

Click the Edit link below the report to open the report in Edit mode.

Click New Data Set1 found under the Data Model node in the Report pane on the left to edit the SQL Query for the report. Observe the screen below:

This displays the SQL Query for the report on the right.
Edit the query to add a bind variable dname in the query as in the following: (Observe the last line.)

select DEPARTMENTS.DEPARTMENT_NAME as DEPARTMENT_NAME,
EMPLOYEES.FIRST_NAME ||' '||EMPLOYEES.LAST_NAME as EMPLOYEE_NAME,
EMPLOYEES.HIRE_DATE as HIRE_DATE,
EMPLOYEES.SALARY as SALARY
from HR.DEPARTMENTS DEPARTMENTS,
HR.EMPLOYEES EMPLOYEES
where DEPARTMENTS.DEPARTMENT_ID=EMPLOYEES.DEPARTMENT_ID
and DEPARTMENTS.DEPARTMENT_NAME =:dname

Click Save to save the query.

Click the Parameters node in the Report pane on the left and click New to create a parameter.

This displays the Parameter screen on the right, in which define the following:

Enter dname as the name of the parameter, and select String as the Data Type.
Enter Sales in the Default Value field, and select Text as the Parameter Type.
Also, enter Enter Department Name as the Display Label. (See the screen below.)

Click Save to save the changes to the report.

Click View to view the report data using Template2 in PDF format.
Note that the report data is displayed with the default parameter value, that is for Sales department.

You can enter the names of other departments to see the data.
For example, in the parameter field enter Shipping as the department name and click View again to see the data for the Shipping department:

Click Edit to edit the report and define a List of Values to be used with this parameter dname.
In the Report pane displayed on the left, click List of Values, and click New to create a new list of values.

In the List of Values screen that appears on the right, ensure that demo is selected as the Data Source, and click Query Builder to define a query for defining a list of values.

In the Query Builder screen that displays the HR schema tables on the left, click DEPARTMENTS to add it to the Model canvas on the right, and select DEPARTMENT_NAME column (by selecting the check box beside it).
Click Save.

This takes you back to the List of Values screen again which displays the query.
Click Save to save the changes to report:

Click dname under the Parameters node in the Report pane on the left to edit it and associate it with the List of Values that you have created:

In the Parameter screen that appears on the right, select Menu as the Parameter Type.

In the Menu Setting section that appears below the General Settings section, enter Select Department Name: in the Display Label field, and ensure that the New List of Values 1 (that you created) is selected from the List of Values drop-down list.
Also, select the Can select all option to be able to see the data for all the departments.
Click Save to save the report.

Click View to view the report using Template2 in PDF format.
Observe that the dname parameter is now displayed in the report using the list of values for the department name that you have defined:

Note: You can select any of the departments from the drop-down list to view the data for that department or select All to view the data for all departments.

Log in (if not logged in) to BI Publisher (Web) as Administrator (password Administrator).
Click Admin to go to the Admin tabbed page.

Note: You can log in to BI Publisher by entering the URL (in the following format) in the browser:
http://<host>:9704/xmlpserver/

On the Admin tabbed page, click the Scheduler Configuration link in the System Maintenance section.

On the Scheduler Configuration page:

• Select Oracle 10g from the Database Type drop-down list.
• Enter Connection String in the format: jdbc:oracle:thin:@<Host name>: <Port>:<SID>
  for example, a sample connection string may look like: jdbc:oracle:thin:@myhost:1521:orcl.
• Enter bipsched as the Username and Password (this is the scheduler user that you must have created as per step 4 of the prerequisites).
• Ensure that oracle.jdbc.driver.OracleDriver is selected as Database Driver Class.
• Click Test Connection.

This should display the following message indicating that the connection was successful:

Click Install Schema to install the required scheduler schema tables.

After the tables are installed in the database, the following message is displayed:

Restart BI Publisher Server or the OC4J service after this configuration.

Login to BI Publisher (if not already logged in), and click Reports tab to go to the Reports tabbed page.

Navigate to the My Folders > Learn folder.
Click the Schedule link displayed below the report name for the Based on OracleDB report.

On the Schedule Report page that appears, select Template3 from the Template drop-down list, and PDF as the Format.

Enter Based on OracleDB-Scheduled as the Job Name, and select appropriate language and time options as per your requirements. Also, ensure that the Save Data for Republish and Save Output options are selected. (Observe the screen below.)

.

In the Time section of the Schedule Report page, select the Run Daily/Weekly option.
Select the check box beside Wed to run the report on every Wednesday, select the Run Time as 22.00 (to run the report at 10 p.m. in the night), and choose an appropriate Active Start Date and Active End Date.
Click Submit.

This displays a message indicating the scheduling job is created successfully.

Also, note that the scheduled job is now displayed on the Schedules tabbed page:

You can also see that, the job is run at the scheduled time:

Note: You can deliver the scheduled report to destinations such as Email, FTP Server, and so on. Configuring delivery destinations is out of scope of this tutorial.

Click the History tab to view the report history. Note that the Data XML and Document columns are shown in the history table.

Click the icon in the Document column to see the saved report.

This displays the report generated when the schedule was executed, using the template and format that you selected.

Note: If you want to see the data of the scheduled report in XML form, you can click Data XML.  If you want to republish, that is take the data from the scheduled job and generate a new document using the same template (or a different one) you can select Republish option.

You can view the job information by clicking the job name.

You can also manage the jobs as well as the job histories in BI Publisher.
For example, to delete the job history for a specific job, select the job, and then click Delete.

Similarly, you can suspend, resume or delete a scheduled job from the Schedules tabbed page.

Start the MS Word application, and log in to Oracle BI Publisher as Administrator.

Note: The Oracle BI Publisher menu and the BI Publisher toolbar with the Data, Insert, Preview, Tools, and Help menu is displayed in MS Word only when you have successfully installed the Oracle BI Publisher Desktop as mentioned in step 6 of the Prerequisites section.

In MS Word, open the Answers request based on which you want to create the BI Publisher report:
In the Open Template window, ensure that Oracle BI is selected from the Workspace drop-down list.

Navigate to the folder where you have saved the BI Answers request, and double-click the BI Answers request.

This displays the Save As Oracle BI Publisher Report window.
Navigate to the folder in which you want to save the report, and click Save.

Here the report is saved in the My Folders>Learn folder in BI Publisher.

Note: You can also create a BI Publisher report based on the BI Answers request by logging in to BI Publisher (Web UI), and selecting the Data Set type for the report as Oracle BI Answers.

You can create an RTF template for the report by inserting the table and charts (Insert > Table Wizard, Insert > Chart menu options from the BI Publisher toolbar) as per your report design requirements, using the Table and Chart Wizards provided in MS Word for BI Publisher.

Note: Creating template files with charts and table is discussed in detail later in this tutorial.

Publish the RTF file as template for the BI Publisher report.

You can also preview how the report looks like:

The sample report and the template from the OBE titled "Integration of Oracle BI Publisher with Oracle Business Intelligence Enterprise Edition, 10.1.3.2" is shown here:

You can also view the report in BI Publisher (Web) using the templates by logging in as Administrator.

Log in (if not logged in) to BI Publisher (Web) as Administrator (password Administrator).
Note: You can log in to BI Publisher by entering the URL (in the following format) in the browser:
http://<host>:9704/xmlpserver/

Or, if you have installed and set up Oracle Business Intelligence Enterprise Edition, you can also log in to BI Publisher from the All Programs > Oracle Business Intelligence > BI Publisher option from the Start menu.

Navigate to the folder where you want to create the report, and click Create a new report.

Enter an appropriate name for the report, and click Create.

Here the report is created in the My Folders>Learn folder in BI Publisher.

Click Edit link displayed below the name of the report to to edit the report properties.
Click Data Model and click New to define the data source for this report.

On the Data Set page, ensure that SQL Query is selected from the Type drop-down list. Select Cache Result and ensure that Oracle BI EE is selected as the Data Source.

Click Query Builder to create a SQL Query.
The Query Builder is opened displaying the SH subject area (metadata repository) objects displayed on the left.
Drag the Channels, Products, and Sales Facts SH schema objects one by one to the Model canvas on the right.

Select the following columns to be displayed in the query from the Model objects (by selecting the check boxes beside the column names):
-Select Channel Desc from Channels.
-Select Prod Category and Prod Name from Products.
-Select Amount Sold from Sales Facts.

The screen looks like this after the column selection:

Click Save to save the query. Observe that the query is displayed in the SQL Query field of the Data Set page.
Click the Save icon to save the report.

You can create an RTF template for the report from MS Word by logging in to BI Publisher.
The PDF output of the report using the template created in the OBE titled "Integration of Oracle BI Publisher with Oracle Business Intelligence Enterprise Edition, 10.1.3.2" is shown here:

Log in (if not logged in) to BI Publisher (Web) as Administrator (password Administrator).
Note: You can log in to BI Publisher by entering the URL (in the following format) in the browser:
http://<host>:9704/xmlpserver/

Navigate to the folder where you have created the previous reports (Learn folder), and click Create a new report.

Enter Based on Web Services as the name for the report, and click Create.

The report is created in the My Folders>Learn folder in BI Publisher.

Click the Edit link below the name of the report.
Select the Data Model node on the left, and click New to define a new data model for the report.

Click the New Data Set1 created, this opens the Data Set page on the right.
Select Web Service from the Type drop-down list.

Save

Note: WebserviceX.NET provides on-demand XML Web Services for Financial,Distribution, Retail, Health Care, Manufacturing, Telecom, Government, and Educational organizations or industries.

Click Parameters and click New to add a parameter for the stock symbol.

On the Parameter page that appears:

• Enter Quote as the Identifier
• Select String from the Data Type drop-down list
• Enter orcl as the Default Value, and Text as the Parameter Type
• Type Enter Stock Symbol: in the Display Label field.

Click the Save icon to save the report.

Click New Data Set1 under the Data Model node.
The Data Set page appears on the right.
Ensure that Quote is selected in the Parameters drop-down list.

The Data Set page looks like the screen below:

Click Save to save the changes to the report.

View the XML data to see if the stock quotes for Oracle Corporation are being returned to the report.

You can also view the stock quotes for other corporations by entering appropriate stock symbols such as msft (Microsoft), GE (General Electric), and so on.

Open the WebServices.rtf (provided with this OBE) template file and save it on your local system with the same name.
Now open this file in MS Word.
The file looks like this:

Connect to Oracle BI Publisher as Administrator in MS Word.

This opens the Open Template window.
Navigate to My Folders> Learn.
Select Based on Web Services report and click Open Report.

Select the BI Publisher > Preview Template > PDF option from the menu to preview the data in the report using this template.

Select the BI publisher> Publish Template As option to publish the template for this report.
Enter Template1 (or any other appropriate name) as the template name, and click OK.

Click OK again when the following message is displayed.

Log in (if not logged in) to BI Publisher (Web) as Administrator (password Administrator).
Note: You can log in to BI Publisher by entering the URL (in the following format) in browser:
http://<host>:9704/xmlpserver/

Navigate to My Folders>Learn, and click Create a new report.

Enter Based on HTTP-RSS as the name of the report, and click Create.

Click the Edit link below the name of the report.
Select Data Model node on the left and click New to define a new data model for the report.

Click the New Data Set1 created. The Data Set page is displayed on the right.
Enter News in the Name field, and select HTTP (XML Feed) from the Type drop-down list.

Enter http://www.nytimes.com/services/xml/rss/nyt/Business.xml as the URL,
select GET from the Method drop-down list, and select the Cache Results option. (Observe the screen below.)
Click Save to save the report.

You can view the XML data to check whether this news site is rendering valid data to the report.

Open the HTTP-RSS.rtf template file (provided with this OBE) and save it with the same name in your local system.
Now open this file in MS Word.
The file looks like this:

(If not connected) Connect to Oracle BI Publisher as Administrator in MS Word.

This opens the Open Template window.
Navigate to My Folders> Learn.
Select Based on HTTP-RSS report and click Open Report.

Select the BI Publisher > Preview Template > PDF option from the menu to preview the data in the report using this template.

Select the BI publisher> Publish Template As option to publish the template for this report.
Enter Template1 (or any other appropriate name) as the template name, and click OK.

Click OK again when the following message is displayed.

If you have time, try creating the reports using the RSS feeds available on the Oracle Web site at : http://www.oracle.com/rss/index.html, or those available on Yahoo at: http://news.yahoo.com/rss.

Navigate to My Folders> Learn, and click Create a New Report.
Enter Based on File as the name of the report and click Create.

The report is displayed in Learn folder in BI Publisher.
Click the Edit link under the name of the report to open the report in Edit mode.

Click Data Model (found on the left of the Report Properties page) and click New to define the data source for this report.

In the Data Set screen that appears:

• Select File from the Type drop-down list
• ensure that demo files is selected as the Data Source
• and enter PODataSample.xml as the file name
• Click Save to save the report

Click View to go to the View mode of the report.
Click View again to view the XML data. (A portion of the sample purchase order XML data is shown here.)

Note: As you have not associated the report with any template, you can see only XML data. However, in the next step, you will define a layout for the report and associate it with a predefined template. A set of predefined templates are also shipped along with the demo XML files in BI Publisher. (These templates are generally found in <Oracle Home>/ xmlp/XMLP/Reports which has many folders with various RTF templates.)

In View mode of the report, click the Edit link (found at the top-right corner of the page) to go back to edit mode of the report.
Click Layouts in the Report pane on the left.
This displays the Create Layouts section on the right. Click Browse in the Manage Template Files section
to browse and upload a predefined RTF template.

Navigate to the <Oracle Home>/ xmlp/XMLP/Reports> Supply Chain management>Purchase Order folder.
Select the POTemplateSample.rtf file and click Open.

(If you are not able to locate this file, check with your administrator to locate the demo files and the templates shipped with BI Publisher, which has many folders with various RTF templates).

Note: You can publish a template from MS Word. Previously you have published the templates from MS Word, so in this topic, uploading a predefined template from BI Publisher (Web) is shown.

Click Upload to upload this RTF template for the report.
Click Save to save the layout changes to the report.

Click Layouts again, and click New to create a new report Layout to associate it with the template uploaded.

In the Layout section, that is displayed on the right make sure that POTemplateSample.rtf is selected from the Template drop-down list and All formats is selected as the Output Format.
Click Save again to save the report layout.

Click View to open the report in View mode.
Select the template that you have uploaded from the Template drop-down list, select pdf as the data format from the drop-down list, and click View to view the report.

Scroll down and see the report.

Note: You can also try and create BI Publisher reports based on the other demo files such as Marketing.xml, Balance.xml, PriceList.xml, or any other XML data file that you have. (All the demo files have been provided with predefined templates.)