Developing a Document Lifecycle using
Oracle ADF, BI Publisher and Universal
Content Management
1 Introduction
1.1 Service-oriented Reporting with Oracle BI Publisher
In almost every application there is a requirement to generate documents and reports
for the business departments. In the past the output functionality was often
implemented in every application using different reporting products and approaches
which was expensive in development and maintenance.
With the new paradigm of Service-oriented Architecture (SOA) and technologies like
Web Services, Business Process Execution Language (BPEL) etc. it is a much better
approach to have a centralized Reporting Service delivering all the required
documents and reports requested by different applications. Consequently the
Reporting Service has to satisfy the sum of requirements from business applications
concerning formatting functionality, output formats, scheduling, distribution channels,
performance and requires appropriate service interfaces for integration. Oracle BI
Publisher offers this broad functionality and can be integrated using HTTP, Java
APIs or web services. Further information about Oracle BI Publisher can be found at:
http://www.oracle.com/technology/products/xml-publisher/index.html
Generating a document or report often cannot be considered as an isolated step. In
most cases it is part of a business process with requirements to store the document
together with contextual information about the process the document belongs to (date,
owner, recipients, process parameters).
Looking at a single document there is a kind of a document lifecycle starting with the
requirement for the document, followed by generating, delivering, consuming and
archiving it.
In this example Oracle Universal Content Management (UCM) will be used to
store the generated output together with metadata about the process itself. Further
information about Oracle Universal Content Management can be found at:
http://www.oracle.com/technology/products/content-management/ucm/index.html
When implementing business processes Oracle BPEL Process Manager can be used
as a backbone to control the execution of the process steps in the required sequence.
This has also advantages for integrating a Reporting Service based on Oracle BI
Publisher. As an example there could be a requirement that campaign letters should be
produced and send to customers when a product in stock exceeds a certain threshold
value. The scheduler of BI Publisher can be used to define a certain time or frequency
for the execution of a report. If like in the example the execution depends from certain
conditions this is outside of the scheduler's scope. With BPEL Process Manager it is