Siebel 8.1.x BI Publisher Reports

Course Description

The Siebel 8.1.x BI Publisher Reports course is intended for developers, administrators, business analysts, and end users who are responsible for building new and, modifying existing reports in a Siebel installation. As of the 8.1.1 release of Siebel CRM, the BI Publisher Server is used to generate reports and replaces the Actuate Reports Server. This course is a new course that covers reporting using only the BI Publisher Server. Note this course does not teach participants how to convert existing Actuate report templates to BI Publisher report templates.The course provides participants with the knowledge to modify existing reports, to create a variety of new reports, and to make the reports available to Siebel clients. Participants learn how to use use Microsoft Word with the BI Publisher Desktop add-in to create and modify report templates. They also learn how to use BI Publisher Server to generate reports. Participants learn how to configure the Siebel application to enable reporting features such as parameterized reports and report scheduling. In addition participants learn how to install and administer the BI Publisher Reports server.Create custom Siebel reportsEnable report scheduling and parameterized reportsAdminister the BI Publisher server for Siebel reportsTranslate Siebel rpeortsModify existing Siebel reports

Skills Gained

• Modify as-delivered Siebel reports
• Create new reports
• Deploy reports to Siebel clients
• Install and configure the BI Publisher Server
• Add charts to reports

Who Can Benefit

• Administrator
• Application Developers
• Business Analysts
• Developer
• End Users
• Reports Developer
• Support Engineer
• System Integrator

Prerequisites

• Ability to use the Siebel Mobile and Web clients
• Ability to navigate in Siebel Tools

Syllabus

Introducing Siebel reports

• Generating Siebel reports using BI Publisher
• Exploring the Siebel reports architecture

Installing and configuring Siebel reports

• Installing the BI Publisher server
• Configuring a Siebel application to access the report server
• Implementing the Siebel Security Model
• Uploading report templates to the BI Publisher server
• Scheduling a Siebel report
• Configuring report scheduling

Creating and editing report templates

• Editing an exisitng report template
• Creating a custom report template
• Deploying and testing reports
• Formatting date and number fields
• Adding summary field to a report

Configuring the Report Schema

• Adding a field to an existing integration object
• Deploying an integration object to the database
• Creating a new integration object

Configuring additonal report functionality

• Creating master-detail reports
• Creating paramterized reports
• Add charts to reports

Administering Siebel reports

• Deploying reports to the Siebel server
• Purging existing reports
• Optimizing report performance
• Translating reports
• Troubleshooting reports