Getting Started with BI Publisher
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Set Up BI Publisher
To prepare your system for using BI Publisher, perform the following steps:
1. Define BI Publisher settings.
See Setting Up BI Publisher
2. Set up BI Publisher permission list security.
See Assigning BIP Permissions to Users
3. Set up Report Manager.
See "Understanding Report Manager" (PeopleTools 8.54:
4. Define report categories, including Report Definition Editor
See Setting Up Report Categories
5. Download design plug-ins to facilitate the offline template
See Working with Template Design Helpers
Create and Register Data Sources
To create and register data sources, perform the following steps:
1. Identify or create the source of your report data.
Data sources can be PS Query, Connected Queries, or XML
Note: Rowset and XML Doc object data sources have been
deprecated. Rowset and XML Doc object data sources created
in previous releases will continue to be supported.
To generate XML files from XML Doc or rowsets, refer to
PeopleCode API documentation.
See "Understanding BI Publisher and the BI Publisher
Classes" (PeopleTools 8.54: PeopleCode API Reference).
See "Creating New Queries" (PeopleTools 8.54: Query),
"Running Queries" (PeopleTools 8.54: Query), andCreating
2. Register schema and sample data files for BI Publisher data
For PS Query, you can automatically generate schema file and
Note: Schema is no longer used for bursting starting
in PeopleTools 8.50. It is still available for backwards
compatibility. Schema is also used with XSLT Mapper for data
See Registering Data Sources