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Oracle Word Document Automation

Oracle Word Document Automation

In every organization, database plays an important role in holding entire organization’s data across functions/departments. IBM, Microsoft & Oracle control close to 89% of DBMS market with Oracle leading the pack with >40% of the total database market. It is widely used in enterprise applications.


For organizations creating state-specific/country-specific documents such as insurers, health care institutions and financial institutions etc., manual creation of documents from database records is a costly and time-consuming task. The document templates undergo a frequent change that forces associated code changes every time.


While SQL Server users have the luxury of zapier integrations for connecting to document automation/document generation systems, Oracle users don’t have that option. Hence the most popular option for Oracle word document automation is to rely on PL/SQL solution from development team. Document templates undergo frequent changes and getting developer’s time is difficult and is expensive. Hence business users require a DIY Oracle word document creation system and here comes EDocGen.


Business users can edit Microsoft Word templates (contracts, reports, letters etc) using the Word editor and then use EDocGen to generate documents merged with the data from your Oracle database.


Oracle Word Documents from XML data


EDocGen Oracle word document automation solution for XML is a 2-step process.

  1. Exporting Oracle DB data into XML
  2. Populating that XML into document template using EDocGen

Either these steps can be carried out sequentially or automate them by integrating with EDocGen API. You can map XML elements to dynamic field tags of Document thus controlling the data you wish to show on your generated documents.

Step1: Exporting XML from Oracle DB

SQL allows you to retrieve Oracle DB data in XML format. Writing SQL is a one time job and SQL can be changed easily whenever template changes. System admins (DBA) and many business users are adept at SQL. Following examples explain how to export Oracle database data as XML. I took this example from Gert Poel's blog post.


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Using XMLAgg we can retrieve one row with all records from the query.

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Oracle XML DB is a feature of the Oracle Database. It is an out-of-the-box solution for storing and retrieving XML documents within Oracle providing a high-performance, native XML storage, and retrieval technology. With Oracle XML DB, you get all the advantages of relational database technology plus the advantages of XML.

http://[server-name]:8080/home/DEV/employees/employee1.xml

 

Now our XML is ready. Next step is to populate this XML into document template using EDocGen

Step2: Populating XML into Document Template

EDocGen is Windows OpenXML based solution that supports filling of dynamic text, tables, and images from XML data into document templates. Please visit XML to Word blog for a detailed description of how to go about XML population. Briefly,

1. Upload existing template after adding tags for dynamic fields. Alternatively, you can add tags through EDocGen editor after uploading the template

2. Populate it with XML by uploading XML and click generate

3. Download generated documents

Oracle Word Documents from JSON data


Lastest Oracle database versions can be used as document databases. EDocGen Oracle word document automation solution for JSON is a 2-step process.

  1. Exporting Oracle DB data into JSON
  2. Populating that JSON into document template using EDocGen

Either these steps can be carried out sequentially or automate them by integrating with EDocGen API. You can map JSON keys to dynamic field tags of Document thus controlling the data you wish to show on your generated documents.

Step1: Exporting JSON from Oracle DB

Since Oracle Database release 12.2 Oracle allow the creation of JSON data using 4 new SQL operators JSON_OBJECT, JSON_OBJECTAGG, JSON_ARRAY, JSON_ARRAYAGG. A combination of these operators can create a complex JSON instance.

SELECT JSON_ARRAY(first, last) FROM customers;

Oracle also offers APIs called SODA (Simple Oracle Document Access) that are built on top of the JSON functionality, and deliver the experience of a NoSQL document-store with the Oracle RDBMS.

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Step2: Populating JSON into Document Template

Please visit JSON to Word blog for a detailed description of how to go about JSON population. Briefly,

1. Upload existing template after adding relevant tags for dynamic text, table, images, hyperlinks etc. fields.

2. Populate it with JSON by uploading JSON and mapping the fields

3. Download generated documents



EDocGen is the versatile solution for Oracle word document automation. Register and try for yourself.

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