1. B Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Working with PDF and eText Templates

2. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 2 PDF Template Overview You can take any existing PDF document and apply Oracle BI Publisher markup. You can obtain the initial source PDF document in the following ways: Design the layout of your template by using any application capable of generating documents that you can convert to PDF. Print the document by using Adobe Acrobat Distiller. Scan a paper document to PDF. Download a PDF document from a third-party web site.

3. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 3 Supported Modes Oracle BI Publisher supports Adobe Acrobat 5.0 (PDF Specification 1.4). If you are using Adobe Acrobat 6.0 (or later), use the Reduce File Size option to save the file so that it is compatible with Adobe Acrobat 5.0.

4. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 4 Adding Markup to the Template Layout for Adobe Acrobat Users Form fields matched to the underlying XML data source names Form fields are selected and highlighted in Adobe.

5. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 5 Accessing the Text Field Tool in Adobe Acrobat

6. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 6 Creating a Text Field in Adobe Acrobat 1 2

7. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 7 Supported Field Properties Options

8. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 8 Creating a Check Box A check box is used to present options from which more than one option can be selected. Each check box represents a different data element. You define the value that will cause the check box to display as “checked.” 

9. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 9 Creating a Radio Button Group A radio button group is used to display options from which only one can be selected. Shipping Method  Standard  Overnight

10. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 10 Defining Groups of Repeating Fields

11. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 11

12. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 12 Adding Page Numbers To add page numbers, define a field in the template where you want the page number to appear and then enter an initial value in that field as follows: 1.Decide the position on the template where you want the page number to be displayed. 2.Create a placeholder field named @pagenum@. 3.Enter a starting value for the page number in the Default field. If the XML data includes a value for this field, the starting value assigned in the template is overridden. If no starting value is assigned, it defaults to 1.

13. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 13 Adding Page Breaks In your template, you can define a page break to occur after a repeatable field. To insert a page break after the occurrence of a specific field, add the following to the syntax in the Short Description field of the Field Properties dialog box (use the Tooltip field for Acrobat 6.0): page_break="yes" Example: Note: For the break to occur, the field must be populated with data from the XML source.

14. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 14 Performing Calculations

15. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 15 Runtime Behavior Placement of repeating fields: The placement, spacing, and alignment of fields that you create in the template are independent of the underlying form layout. At run time, Oracle BI Publisher places each repeating row of data according to calculations performed on the placement of the rows of created fields.

16. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 16 Downloaded PDFs

17. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 17 Using Downloaded PDFs with Form Fields

18. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 18 Running Reports with PDF Templates: Define Data Model 1 2

19. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 19 Running Reports with PDF Templates: Upload Template 3 4 5

20. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 20 Running Reports with PDF Templates: View Report

21. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 21 eText Templates An eText template is: An RTF-based template that is used to generate text output for electronic funds transfer (EFT) and electronic data interchange (EDI) Applied at run time by Oracle BI Publisher to an input XML data file to create an output text file that can be transmitted to a bank or another customer

22. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 22

23. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 23 Structure of eText Templates

24. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 24 Row Types

25. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 25 Setup Command Tables A template always begins with a table that defines global attributes and program elements. The setup commands are: Template type Output character set New record character Invalid characters Replace characters Define level Define sequence Define concatenation

26. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 26 Constructing Data Tables Data tables contain a combination of command rows and data field rows. Each data table must begin with a LEVEL command row that specifies its XML element. Each record must begin with a NEW RECORD command that specifies the start of a new record and the end of a previous record (if any). The required columns for the data fields vary, depending on the template type.

27. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 27 Command Rows Command rows always have two columns: –Command name –Command parameter The supported commands are: – LEVEL – NEW RECORD – SORT ASCENDING – SORT DESCENDING – DISPLAY CONDITION

28. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 28

29. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 29 Structure of Data Rows The output record data fields are represented in the template by table rows. In FIXED_POSITION_BASED templates, each row has the following attributes (or columns): Position Length Format Pad Data Comments

30. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 30 Structure of Data Rows The output record data fields are represented in the template by table rows. In DELIMITER_BASED templates, each row has the following attributes (or columns): Maximum length Format Data Tag Comments

31. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 31 Using Template Viewer You can use BI Publisher Template Viewer to view templates, forms, and style sheets.

32. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 32 Viewing an eText Template 3 2 1 4

33. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 33 Viewing the Output

34. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. B - 34