Oracle Reports 10g (9.0.4) New Features. An Oracle White Paper September 2003

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1 Oracle Reports 10g (9.0.4) New Features An Oracle White Paper September 2003

2 Oracle Reports 10g (9.0.4) New Features INTRODUCTION Oracle Reports is a powerful, high quality reporting tool that is used for dynamic, enterprise level reporting. It enables businesses to develop and deploy information to all levels within and outside of the organization. It imposes no limits on the developer and offers many advantages to the user. This includes OracleAS Reports Server, which offers a scaleable, robust, and highly optimized reporting architecture to address the deployment needs of large organizations. One of the major new features for Oracle Reports is the incorporation of JavaServer Pages (JSP) into our existing technology stack. Through the use of JSP technology, Oracle Reports embeds report data directly into Web pages. Packaging for Oracle Reports has changed. Oracle Reports Builder, which is our Integrated Development Environment is now a component of the Oracle Developer Suite. In addition to the Oracle Reports Builder, the Oracle Developer Suite contains all of the other Oracle development tools. Oracle Developer Suite is the industry's most complete and integrated development suite covers the full development life cycle of J2EE database applications and Web services. The suite supports multiple development approaches and languages - all in one product - to optimize productivity and to take advantage of developers' skills. Deployment is handled by OracleAS Reports Services which is a component of Oracle Application Server. This comprehensive and integration application server is a powerful, highly scalable platform for deploying e-business Web sites and Internet applications. Oracle Application Server addresses all of the challenges you face when building and running successful e-business Web sites Oracle Application Server allows you to integrate applications and data sources into one common e- business infrastructure. This white paper is split into two section covering development and deployment. In each section, we will discuss the many new and exciting features in Oracle Reports. ORACLE REPORTS DEVELOPER (ORACLE DEVELOPER SUITE) In order to increase productivity and reduce costs, developers need to be efficient when developing any software, including reports. Oracle Reports has always provided a very powerful integrated development environment allowing developers to create complex reports in a relatively short amount of time. With Oracle Reports Oracle Reports - New Features Page 2

3 Builder, you can develop a complex data model that can be shared between the existing high quality paper layout as well as an improved high quality Web layout using JSP technology. What are JavaServer Pages? JavaServer Pages or JSP s are a special form of a Servlet. They provide a way to display dynamic content within a static HTML page. Today, most production JSP s are incorporated in HTML; however, JSP s are not limited to just HTML. They can also be incorporated into XML, WML or other mark up languages. This quickly expands the usage of JSP s for more than populating HTML web pages, it opens up the possibilities of publishing to other devices such as digital assistants or wireless phones. For our purposes, we will be using JSP s to embed data into a Web page to create a functional and good looking JSP Web report. To create a JSP report, a Web developer can use his favorite Web authoring tool to design a Web page. JavaServer Pages and XML report definition Oracle Reports allows you to create JSP based Web reports by utilizing custom JSP tags. This technology enables you to open and save HTML, JSP, and XML files in Oracle Reports. When a report is saved as a JSP file, the data model is embedded using XML tags. The entire report can now be defined using XML tags and saved as an XML file. Oracle Reports allows you to embed data retrieved using the data model into an existing Web page. This provides tremendous flexibility in creating reports that meet business demands by completely integrating multiple sources of information (even other Oracle Reports) within a single Web page. If you choose to create a JSP from scratch, Oracle Reports supplies templates that can be used to build your report. As with our paper layout, the JSP layout is wizard enabled to allow you to create your JSP report by embedding the data using the custom JSP tags. These custom JSP tags may also be added to the report manually. Here is a list of the Reports JSP custom tags and a brief description of the functionality (see Reports Documentation for more information): JSP Tag rw:field rw:foreach rw:getvalue rw:graph Usage Takes a single data object value from the data model and provides formatting. Provides a looping mechanism for a group data model object. Assigns the value from an object into a new Java variable. Defines a graph. Created using the insert graph menu item or can be entered manually. Allows control of all elements of the graph Oracle Reports - New Features Page 3

4 JSP Tag Usage via the tags including hyperlinks. rw:id rw:headers rw:include rw:objects rw:report rw:seq rw:seqval Used for Section 508 compliance, this tag generates unique HTML ids for row/column headers. Used for Section 508 compliance, this tag generates a unique header tag for a table cell. Allows for the format of any top-level layout object into simple HTML output. Used to include a paper based layout into a JSP for example. Contains the data model in XML format. Delimits a report object within a JSP. Defines a sequence of values. Operates on the sequence of values. For example, you can get current value (currval) or the next value (nextval) within the sequence. The following graphic shows an example of a JSP report viewed through the Web source within the Oracle Reports Builder and the output displayed in a Web browser. The entire report was generated by the web source wizard with no hand coding involved. Oracle Reports - New Features Page 4

5 New Data Sources Out-of-the-box, Oracle Reports contains native connectivity to the Oracle RDBMS (excluding multiple connections) and connectivity to external data sources such as Oracle Express, XML, JDBC and text files. Access to external data sources is provided by a Pluggable Data Source (PDS), which is a set of Java APIs that provides openness to Oracle Reports by enabling data input from any source. PDS s are discussed in more detail later in this paper. For example, in a business intelligence scenario, you can combine and publish data that exists in a relational database along with multi-dimensional (OLAP) data, allowing the comparison of trends and performance. In a business-to-business scenario, one business could supply the other business with an XML feed of data to be brought into Oracle Reports and combined with other data to create meaningful information for both businesses to consume. The JDBC drivers in Oracle Reports have replaced the ODBC drivers. The XML datasource allows you to read XML as a data source. You need a descriptor and the data file. If you have both a DTD and a data file for the XML, you can use this for the report. The DTD can be contained in a separate file or inline along with the XML data file. You can also supply a URL to provide a datastream of XML data. The PDS also supports XML Schema. The advantage of using XML schema is that it supports multiple datatypes whereas XML DTD support only character type data. A stylesheet (XSL) can also be used to convert any XML data into the format required by the XML PDS. Pluggable Data Sources (PDS) A Pluggable Data Source (PDS) is a set of Java APIs that provides openness to Oracle Reports by enabling data input from any source. PDSs allow Oracle Reports to combine data from various data sources including multiple Oracle database connections each with potentially a different connection. Oracle Reports - New Features Page 5

6 Additionally, you can use the PDS API to write your own PDS and incorporate it into the Oracle Reports Builder to access your own unique data sources. Data from different sources can be linked within the data model, allowing seamless integration of your diverse data sources. Additional PDSs can be incorporated into the Oracle Reports Builder as they become available and published and the architecture in Oracle Reports is integrated with the Single Sign-On feature available in Oracle Application Server. Enhancing Portal Reports OracleAS Portal allows you to build quick and simple HTML reports. However, developers may find they need a PDF version of that report, or want to enhance it (e.g., add more queries, make the layout more complex). Oracle Reports makes this task easy. Developers can connect to an instance of the database which contains OracleAS Portal. Then, choose the File>Import Portal Component menu option. A dialog box will appear with a list of all the OracleAS Portal reports available. Simply select the report to be modified and the report is converted on-the-fly to Oracle Report, allowing for modifications just as if the report had been created in to Oracle Report Builder. Now, developers have the wealth of features and wizards in Oracle Reports at their disposal. Modifications can be made to the report, including adding additional data using a PDS, changing the format and style of the report. This report can be deployed back within the OracleAS Portal as any other report. Oracle Reports - New Features Page 6

7 Graphing Graphs provide a visual image to help you disseminate information quickly. The new Oracle Reports Graph wizard can generate more complex graphs with a larger variety of graph types (over 50), including true 3D graphs. The multiple properties for controlling the look, feel, and formatting of your graph are accessed through the Graph Wizard in the Oracle Reports Builder. Hyperlinks can be included in Graphs by setting the Graph hyperlink property from within the Oracle Reports Builder. Graphs are incorporated into the JSP source using the rw:graph tag. This can be added using the Graph wizard or by manually inserting the rw:graph tag. Reports built with previous versions of Oracle Reports containing Oracle Graphics charts will continue to run if the Oracle Graphics 6i Runtime is installed on the same machine in a separate Oracle Home. Oracle Reports - New Features Page 7

8 Java Importer PL/SQL is the procedural language used within Oracle Reports. The PL/SQL to Java bridge allows developers to visually select Java classes by choosing Import Java Classes menu option. This will generate a PL/SQL package to interface with that class. Since PL/SQL can be called from any report object, Java can now be called from any report object. This opens up reports development to Java programmers interested in quickly developing high quality output while encouraging use of open coding standards. As an example, you could use a third party JavaBean that generates a barcodeimage to generate barcodes for you. This allows you to incorporate Java components into your reports allowing for maximum use of modular coding. This also allows you to share logic between the paper and Web layouts. Modification to the JavaBean would result in the changes showing up in both the paper and Web layout thereby minimizing maintenance costs.. We provide an Oracle Reports - New Features Page 8

9 example of using a bar code Java bean and using the Java Importer in the reports case book. Oracle JDeveloper integration Oracle Reports has been integrated within Oracle JDeveloper to allow Java developers to leverage the powerful publishing capabilities of Oracle Reports within their Java applications. Developers can create a new JSP based Web report or a Pluggable Destination from within Oracle JDeveloper. The Reports JSP objects appear in the object gallery within Oracle JDeveloper. Oracle Reports can be coded by hand, or the Oracle Reports Builder can be launched from within Oracle JDeveloper. Once the report is created and the Oracle Reports Builder exited, control is returned back to Oracle JDeveloper. Another integration feature is the running and debugging of Oracle Reports JSP s from within Oracle JDeveloper. This allows the developer to set breakpoints, trace variable values and determine logic flow for the JSP. Oracle Reports custom JSP tags appear within Oracle JDeveloper s JSP tag palette to facilitate easy report editing. Oracle Software Configuration Manager Oracle Software Configuration Manager is a single central location where all application components including business logic can be stored. This gives you complete control over your application development environment. The Oracle Software Configuration Manager includes features such as version control, impact analysis, check-in/check-out of all the related application components. Oracle Reports is integrated with the Oracle Software Configuration Manager which allows you to easily control your reports in a seamless integrated environment. ORACLE APPLICATION SERVER - REPORTS SERVICES Oracle Application Server Reports Services has been redesigned specifically for the support of the Java 2 Platform, Enterprise Edition architecture (J2EE). Oracle Reports Services integrates seamlessly with servlets, JSPs, and other middle-tier application components and services. Server Enhancements There are many new features and customization options for OracleAS Reports Services. The caching service is now persistent, so that cached output remains available even after the OracleAS Reports Services is restarted. Out-of-the-box destinations, such as cache, , and printer are coded using the standard API. You can define additional output destinations, such as FAX and FTP services. Using the provided Java APIs, you can customize or extend the other built-in services, such as security, caching, and logging. Oracle Reports - New Features Page 9

10 Oracle Reports Services status information is available in XML or HTML format, for easy electronic processing, customizing the UI, or providing information to other services. Headless Server Support In UNIX environments, OracleAS Reports Services can run on server environments with and without Motif environments present. This allows you to leverage any kind of server hardware (e.g. blade-style servers) that usually don t have a Motif environment. Deployment Architecture Oracle Reports has embraced JSP and servlet technologies to bring to life to a static HTML Web page by adding dynamic content to it using Oracle Reports. Oracle Reports has also enhanced its use of servlet technology. Servlets provide a Java based alternative to CGI programs. Servlets provide a platform-independent method for building Web-based applications, without the performance limitations of CGI programs. JSP based Web reports are deployed using a Web browser following standard URL syntax: where <args> contains parameters such as reports server name and userid Note: that this is different from executing the CGI and Servlet executables in the fact that the JSP itself is actually executed. JSP s allow developers to embed data into a Web page to create a functional and good looking JSP Web reports. Web Pages are the primary output for Oracle Reports, but JSPs can also be incorporated into XML, WML or other mark up languages. This quickly expands the usage of JSP s for more than populating HTML web pages, it opens up the possibilities of publishing to other devices such as digital assistants or wireless phones. Reports deployed as a Servlet require a Web browser with the following URL syntax: <yourweblistner>/servlet/rwservlet?<args> where <args> contains parameters such as report name, reports server name, userid, desformat and destype The servlet is used to deploy paper reports which provides all of the advanced features such as distribution and PDF enhancements. Oracle Reports - New Features Page 10

11 PDF Enhancements Adobe s PDF has long served as the output medium of choice for Board Room quality reports, so we have upgraded our driver to version 1.4 of the standard. This upgrade brings the following benefits: Compression Oracle Reports takes advantage of PDF s enhanced data compression. This means smaller PDF files making viewing and downloading quicker. The amount of space saved using compression varies based on the contents of the report for items such as the number of images versus the amount of text. By default, PDF output from Oracle Reports will be compressed. Compressed files are about one fifth the size of the original file. Compression is automatically turned on when running a report, but can be switched off or varied with command line options. There are many factors that contribute to the compression rate. Items like images are typically already compressed, so reports containing a large number of images will not see as much compression as those without images. Large amounts of data and multiple fonts, styles and templates can achieve higher compression rates although actual compression rates will vary. Multi-byte Character Support Oracle Reports has long supported displaying of multi-byte characters in Postscript and HTML. And now this has been extended to PDF. You can produce reports that display text in Chinese Simplified, Chinese Traditional, Japanese, and Korean. The Adobe Asian font packs must be installed on your system to produce this output. These font packs can be downloaded from Adobe s Web site. Font Embedding & Subsetting Oracle Reports can embed fonts into the report itself. It reduces the reliance of having the font installed on every machine where the report may be run. This establishes and maintains a standard look and feel for the report no matter where it is distributed. Note: embedding is only supported for type1 single byte fonts only. Oracle Reports - New Features Page 11

12 TrueType, Multi-byte and Unicode fonts cannot be embedded. Both the Multi-byte and Unicode fonts are very large in size, it would make the report size unreasonable. Subsetting is similar to embedding in that the fonts are actually included in the report itself. Subsetting includes only those characters used in the report. Basically, you have a custom font set created and stored in the report consisting of those characters in the report. To see what fonts make up your document, you can view the fonts contained in your PDF file when using the Adobe Acrobat reader by choosing File>Document info>fonts. This will display a dialog box with all font which are contained within the open document. Accessibility and Enterprise Reporting The American s with Disabilities Act requires that output is accessible to users utilizing screen readers. Adobe has added features in PDF 1.4 to permit screen readers to read PDF documents with Adobe acrobat reader 5.0 and an accessibility plug-in. Oracle Reports has added properties to allow developers to specify the tags to use when producing PDF output. Portal integration Oracle Reports includes tight integration with OracleAS Portal, a Web-based application development environment for building and deploying e-business portals. OracleAS Portal is shipped as a component of Oracle Application Server. Oracle Reports makes it easy to deploy a report to an OracleAS Portal page. The report can be displayed as a hyperlink in a content page or as a static HTML page. When the hyperlink is clicked, the results of the report are displayed. You can set up the report to display a static report output page or have it actually run the report each time the hyperlink is clicked. By setting up a schedule, you can run the report automatically to provide the latest data available for the report. Push functionality can create a new hyperlink for each time the report is run or it can overwrite the existing hyperlink. Either way, it ensures that your customers are getting the latest information available. Oracle Reports also allows you to deploy a report as a portlet or modular component of a Web page. This feature enables you to have multiple reports and/or other information displayed in a single OracleAS Portal page. Oracle Reports - New Features Page 12

13 Portlet Support A Portlet is a reusable component, the basic building block of a portal page. Portlets produce part of a Web page in either HTML or XML/XSL. Oracle Reports leverages the existing OracleAS Portal infrastructure to include Portlets created with Oracle Reports into the Portal page. Oracle Reports is a portlet provider within OracleAS Portal. This means that Oracle Reports can publish to a content page. Pages within OracleAS Portal allow users a personalized entry point within the Portal framework. Pages are dynamically assembled and formatted according to the portlets and layout chosen for that page. Because of the Portal page layouts, Portlets are typically JSP based Web reports and can conform easily to the modular space allocated. A portlet is HTML or XML/XSL that presents information in a standardized, consistent, and secure manner. Oracle Reports ability to produce JSPs makes it an ideal portlet provider and is an out-of-the-box solution to easily enable your portal page with current and useful information. Multiple portlets can be deployed to a single page, aggregating information retrieved from many sources of data. Oracle Single Sign-On Integration With the increasing use of Web-based e-business applications companies are deploying for employees, customers, and partners, businesses are considering a Single Sign-On functionality. With single sign-on, each user maintains only one identity and password for all applications they access under single sign-on. With respect to the Single Sign-On functionality for Oracle Reports, a distinction must be made between the authentication to the Reports Server and the authentication to subsequently accessed data sources. This two-level authentication is necessary, because the access to a report does not necessarily mean, that this user has access to the required data even if it is retrieved using a pluggable data source. External data sources typically use different authentication mechanisms. An XML datastream from one system most likely will have a different access requirement than access to a JDBC data source. Oracle Reports - New Features Page 13

14 The report authentication itself is tied into the Login-Server/OID mechanism of OracleAS. For the data source authentication, Oracle Reports leverages OID Extended Preferences Functionality. For the first execution of a report, the user is prompted to authenticate themselves. Once this succeeds, the report will run. If data source connect information is needed (if an administrator has not pre-seeded the Extended Preferences), the user will be prompted for it. The supplied connect information is then saved in the secure password store of OID under the single-signon-user-schema. Whenever the user executes the report, the data source connection information is retrieved from the Extended Preferences area of the Single-Sign-On user running the report. In case the authentication fails, the user can use OID s self service user interface (DAS) to change the connection information. Event-based Publishing It is often desirable to run a report that is triggered by some event that has happened in your database. With Oracle Reports, you can execute a report utilizing a set of supplied PL/SQL stored procedures that can be called from a database trigger to run the report when the data is inserted. The trigger invokes the OracleAS Reports Services and the job is submitted to the server. For example, when an employee submits an expense report, new data is being inserted into the database. This insert event can cause a database trigger or an Advanced Queuing (AQ) message or both to occur, which sends a report to the employee s manager on a portal page or in an message asking for approval on this expense report. The API provides you with easy-to-use methods to create a parameter-list and send a job to the reports-server. Web Service In addition to the PL/SQL based approach OracleAS Reports Services also provides a Web Service Interface that allows you to submit Jobs via a SOAP based message. You can use this interface to leverage OracleAS Reports Services from your Java application. Bursting and Distribution With Oracle Reports, bursting and distribution have been further extended. You now have the ability to burst on repeating data within a report. For example, based on the department, a report can be distributed to employees within that department. This ensures that each user only receives information that is relevant and appropriate for them. For example, the manager of Department 10 will get an with the salary information for employees in Department 10; the manager of Department 20 will only be ed the salary information for employees in Oracle Reports - New Features Page 14

15 Department 20, while a summary contains all departments information may be printed out for the CEO of the company. More importantly, the report is actually run only once, and the output is sent to the different sets of users according to the requirements. You only have the overhead of a single data fetch and format in order to distribute the report. Oracle Reports enhanced bursting and distribution allows you to distribute a report to different media, such as paper, , HTML, or even delimited output (Excel). This can be accomplished using an XML defined distribution file or by setting the distribution property for the report. Clicking on the distribution property displays the Distribution dialog box. For more complex distributions, you can create an XML file which follows the distribution DTD file format. Please refer to the OracleAS Publishing Reports manual for a complete sample configuration file and syntax. Report distribution has been enhanced in the new OracleAS Reports Services. distribution is now based on the Internet standard SMTP protocol. Further enhancements allow you to enter a descriptive Subject, and include the report in the body of the or as an attachment. Oracle Reports now supports all the attributes available in the SMTP header (such as TO, FROM, CC, BCC, ReplyTo, etc.) and these can be static or dynamic values from the report itself. Oracle Reports Builder now includes an dialog box. When ing a report you can use this dialog box to set the From, To, CC, BCC, ReplyTo, Subject, and the format of the report. These same options are also available as command line options. For example, set the destype=mail and the subject= your report attached <report_name>. Note that the To equates to the desname, all other parameters take on the appropriate associated name (e.g., subject, bcc, cc, from, etc.). Open Environment Plug ins Openness is another key feature of Oracle Reports. APIs allow you to add your own implementation for access to data sources, engines, security, notification, distribution and cache. You can write your own data access methods for data that is specific to your business. When written to the PDS API, you can specify the icons to be displayed in the data model and report wizard of Oracle Reports. Oracle Reports - New Features Page 15

16 OracleAS Reports Services allows you to utilize its functionality with your own engine or job type. The Reports engine is the default implementation that we provide. However, you can take advantage of the security, notification, distribution and cache features of Oracle Reports Services utilizing your own engine code. An example of an engine could be a Java class that utilizes an operating system call to package up a series of reports into a zip file and then distributes that file using e- mail to a defined set of users. You can create your own security mechanisms for controlling access to reports, printers and OracleAS Reports Servers can be configured to submit notifications upon success or failure of a job. Besides using the default implementation, sending an , you can now implement your own notification mechanisms. Oracle Reports offers distribution to various destinations out-of-the-box to cache, and printers. You can add your own destinations such as fax and FTP using the pluggable destination API. If you already have a caching mechanism in place, you can replace the default caching with your own caching mechanism for the output of the OracleAS Reports Services using pluggable caching API. Included in Oracle Reports is an example implementation of a pluggable engine called the URL Engine. Its purpose is to be able to run any URL through Oracle Reports Services submitted to it. A new command line parameter called jobtype lets the server know to use the URL Engine. Another command line parameter called urlparameter identifies the URL whose contents will be processed. The URL. Engine will execute the URL and cache the results returned by the URL into the OracleAS Reports Services cache. These results can then be distributed by the OracleAS Reports Services distribution mechanism. Integration with Oracle Workflow Oracle Reports is now available as an activity in Oracle Workflows Workflow Builder. You can add a report job (e.g. Print an Invoice) into your overall workflow. Oracle Reports - New Features Page 16

17 Oracle Enterprise Manager Integration Oracle Enterprise Manager (OEM) is Oracle s single, integrated solution for administering and monitoring global enterprises. OracleAS Reports Services is completely integrated with OEM enabling you to monitor and control your servers. Starting and stopping of individual Reports Servers, monitoring the reports in the queues, viewing the amount of computer resources used are some of the features which are available through OEM. In the following graphic, OracleAS Reports Services show up as components of the Oracle Application Server. By clicking on the OracleAS Reports Services, addition information is displayed about the specific OracleAS Reports Services such as performance, status and configuration information. You can also view the job queue information and configuration, trace and log files. The OracleAS Reports Services section contains general, performance and administration information. You can quickly see if the OracleAS Reports Services is a part of a cluster and how many resources it is consuming. You can also edit the OracleAS Reports Services configuration file including checking for proper syntax. Once these changes are saved, the individual OracleAS Reports Services must be restarted to incorporate the changes made. This can all be accomplished through OEM. Oracle Reports - New Features Page 17

18 CONCLUSION Oracle Reports can create reports using Any Data to produce output in Any Format and deliver the boardroom quality reports Anywhere. ANY DATA Pluggable data sources allow access to any defined datasource. Several PDSs are included out-of-the-box and an open API gives you unlimited access to any datasource your company needs. Unlimited queries, multiple concurrent connections and the ability to join data from different sources provides unrivaled flexibility. Parameters and lexical variables provide support for customization and refining the data retrieved for the report. Single Sign-On support makes seamless integrated deployment easy. ANY FORMAT Oracle Reports Builder allows for complex, frame-based layouts giving you complete control over the placement of objects within the report. Easy to use wizards give you the ability to quickly create and modify your report definitions. Conditional formatting and drill-down reports via text and graph hyperlinks can easily be incorporated into your report. Multi-byte support including UNICODE, format in PDF 1.4, Postscript, PCL, Word (RTF), Excel (CSV), XML, Text, HTML, and HTMLCSS allow you to disseminate information to the widest possible audience or use JSP s to produce output in other formats. ANYWHERE With pluggable destinations, you can add additional destinations to those included out-of-the-box, such as Printer, , and Portal. Enhanced bursting based on repeating data gives you more finite control over content management. Administration of the OracleAS Reports Services is now integrated with OEM and peer-to-peer clustering improves scalability. Reports triggered by a database event or scheduled reports can help automate information dissemination or decision making for your business. Oracle Reports - New Features Page 18

19 Oracle Reports New Features September 2003 Author: Philipp Weckerle, JimSafcik Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA U.S.A. Worldwide Inquiries: Phone: Fax: Oracle is a registered trademark of Oracle Corporation. Various product and service names referenced herein may be trademarks of Oracle Corporation. All other product and service names mentioned may be trademarks of their respective owners. Copyright 2003 Oracle Corporation All rights reserved.

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