PS/nVision Configuration & Troubleshooting Tips

11/12/2009

PS/nVision Reporting Tool PS/nVision and Troubleshooting Tips

T I TLE OF P AP E R 11/12/2009

Reference Number: Reporting Tool’s Product(s): PeopleTools Release(s): Revision Number: Contains: √ √ √ √ √ √

PTOOLS001 PS/nVision 7.x, 8.1x, 8.4x, 8.5x Rev1

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Table of Contents
Table of Contents........................................................................................................................................................3 Introduction .................................................................................................................................................................5 Structure of this Red Paper Related Materials 5 5

Chapter 1 - Executive Overview ...............................................................................................................................6

Chapter 2: PS/nVision ................................................................................................................................................8

Chapter 3: Main Components of PS/nVision report ..............................................................................................10 Report Layout Report Request 10 12

Chapter 4 - PS/nVision Configuration for 2-tier client environment..................................................................14 Configuration Manager Settings 14

Chapter 5 - How to run PS/nVision in 2-tier client environment .........................................................................16 Appearance of PS/nVision 2 tier client Steps to create an PS/nVision report 17 18

Chapter 6: PS/nVision setup in Web Environment (n tier) ...................................................................................20 Report Server Requirements MS Excel PSPRCS.cfg settings DrilltoPIA.xla 20 21 21 22

Chapter 7: How to run PS/nVision in Web environment.......................................................................................23 Report Request Scope and Report output Types Drilldown 23 24 25

Chapter 8: PS/nVision Advanced Features ............................................................................................................27 Scope Drilldown nPlosion ReportBook PS/nVision Variables NvsInstanceHook 27 29 30 30 31 31

Copyright © 2006 Oracle, Inc. All rights reserved.

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PS/nVision Reporting Tool

Chapter 9: New Features in PS/nVision in PeopleTools 8.4x..............................................................................33 SaveTempFile TimeOut settings EnablePoll Dialogs PS/nVision Trace Secured Reports EnableDrillDownforFile 33 33 34 34 34 35

Chapter 10 : New Features in PS/nVision in PeopleTools 8.5x ...........................................................................36 Public and Private Report Requests in nVision Windows client Improved Drilldown on PIA using Web Services Tree Effective Date Criteria Not In Tree Criteria Support for Query Prompts via PIA Decoupled PS_HOME vis-à-vis nVision 36 36 37 38 38 39

Chapter 11 : PS/nVision with Excel 2007/PeopleTools 8.4x/8.5x ........................................................................40 Known Issues with Excel 2007 Compatibility Mode Features that need to be verified with Excel 2007 normal mode 40 41

Chapter 12: Troubleshooting Tips ..........................................................................................................................42 In 2-tier client With Certain workstations With all workstations In Web Environment On Intermittent Basis On Regular Basis With all Reports With some certain Reports Tips for DRILLDOWN With Certain Drilldowns With All Drilldowns Drilldowns in 2-tier Drilldowns in Web Environment Drilldown issues with some specific Users Perforamnce issues with PS/nVision Important Logs Important Resolutions 42 42 42 43 43 43 43 43 46 46 47 47 47 48 48 48 49

Appendix A ................................................................................................................................................................50

References.................................................................................................................................................................51

Copyright © 2007 Oracle, Inc. All rights reserved.

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11/12/2009

PS/nVision Reporting Tool

Introduction
This Red Paper is an introductory and practical guide for technical PS/nVision users, beginners, PS/nVision reports Developers and Oracle Global Customer Services analysts. This Red Paper discusses the PS/nVision reporting tool, it’s configuration within PeopleSoft Application and troubleshooting tips for PS/nVision related problems. Much of the information contained in this document originated from and within Customer’s production environments and PeopleSoft Development and is therefore based on "real-life" problems encountered in the field. The issues that are discussed here are the problems that prove to be the most common or troublesome.

STRUCTURE OF THIS RED PAPER This Red Paper provides guidance on basic understanding of PS/nVision reporting tool. Keep in mind that PeopleSoft updates this document as needed so that it reflects the most current feedback one receive from the field. Therefore, the structure, headings, contents, and length of this document is likely to vary with each posted version. To see if the document has been updated since users last downloaded it, compare the date of usersr version to the date of the version posted on Customer Connection.

RELATED MATERIALS It is assumed that our readers are Oracle GCS Reporting Tools analysts, PeopleSoft DBAs and PS/nVision reports developers. To take full advantage of the information covered in this document, it is recommended that users should have a basic understanding of system administration, basic Internet architecture, relational database concepts/SQL, and how to use PeopleSoft applications. This document is not intended to replace the documentation delivered with the PeopleTools PS/nVision section. It is recommended that before any user reads this document, user should read the PIA related information in the PeopleTools People Books 8.49 to ensure that user have a well-rounded understanding of our PIA technology. Note: Much of the information in this document eventually gets incorporated into subsequent versions of the People Books.

Copyright © 2007 Oracle, Inc. All rights reserved.

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b. PS/nVision selects data from PeopleSoft database against the Ledgers. Inc. Users use familiar enhanced Excel commands to format and analyze the data. Users can define scopes on multiple fields also. e. Trees and Queries. This transfer of information from the database to spreadsheet enables users to use familiar excel commands for formatting and analyzing data.Major Strengths: a. 2.It’s a PeopleSoft developed Reporting Tools.11/12/2009 PS/nVision Reporting Tool Chapter 1 . c. All rights reserved. It is one of the main reporting tools one uses to generate reports within PeopleSoft Application. Overview of PS/nVision Tool: 1. It is an Excel based reporting and analysis tool. 6 .Builds upon users’ Excel expertise. it retrieves the information from database and places it into Excel spreadsheet.Major Capabilities: a.Enables functional users to create reports to fit their needs Copyright © 2007 Oracle. which is used for reporting purpose.Enables users to summarize transactional data.Handles report bursting and distribution (to individual or role) through Scope Definition. b. Depending upon the criteria defined at the report level.Facilitates the use of trees in reports.Executive Overview PS/nVision is a PeopleSoft owned product. d.Enable users to nPlode (explode) and Drilldown to the appropriate level of detail.Allow users to define scope for report. c.

HTM and .In Web environment (4-tier). Copyright © 2007 Oracle. In 2-tier also. So. All rights reserved.DOC etc. In comparison to other Reporting Tools. it cannot be run on Unix or any other O/S.XLS). PS/nVision has very few output format options. users may run PS/nVision report to both .PS/nVision tools runs only in Windows environment as it uses Microsoft Excel for the reporting purpose.HTM and . b.PDF or . users can run PS/nVision reports to only two output formats (.11/12/2009 PS/nVision Reporting Tool 3.XLS format but not in any other output formats like .Disadvantages: a. 7 . Inc..

typically. Inc. formatting and graphics. See the picture below: Consider the scenario: At the end of every month. Users may check more detailed information for these Excel commands in Microsoft’s Excel User guide or the Excel on-line help. Below are some scenarios where users will better understand the need of PS/nVision tool. analysis. data entry and delivery. Because PS/nVision works from within user spreadsheet. Copyright © 2007 Oracle. All rights reserved. company generates reports from the accounting systems to help determine its financial health and position. users may use the familiar commands. The complete process includes tasks such as reporting. who are responsible for evaluating the company’s position and reporting the results to Senior Executives. 8 . Users access PS/nVision features from a special PS/nVision menu within Microsoft Excel. this task is performed by accountants and analysts. User organizations can also create a custom “front-end” macro sheet to give users point-and-click access to reports and reporting functions. The first question arises in mind why PS/nVision tool in comparison to other Reporting Tools? Some of the advantages and strengths of PS/nVision tools have already been discussed in Chapter 1. it works within them. Excel offers for inserting formulas.PS/nVision PS/nVision not only works with spreadsheets.11/12/2009 PS/nVision Reporting Tool Chapter 2 .

PS/nVision makes all reporting and analysis of data very easy. data entry. analysis. which describes the usage of PS/nVision tool in terms of commercial purposes. All rights reserved.11/12/2009 PS/nVision Reporting Tool To reduce the time and efforts required in reporting. Inc. and delivery users are assigned the task of retrieving the data directly into an Excel spreadsheet. 9 . Copyright © 2007 Oracle. Users only need to combine the power of PS/nVision with the known functionalities of the Microsoft Excel spreadsheet to format and deliver the report. This is one of the scenarios.

all matrix layouts must have at least one timespan. formatting or other information users want to include. Report layout is just an Excel spreadsheet. It is just the structure of the report-query/ledger information. formulae. Report Layout Report layout is an Excel spreadsheet that users can use as a template to define the format in which the report is displayed and the type of information that goes into the report.Tabular Layout 2. 1. Tabular layouts are used for detailed transaction reporting. whichever is used for the report generation. However it does not include any actual PeopleSoft data.11/12/2009 PS/nVision Reporting Tool Chapter 3 . users must understand more about the Report Layout and Report Request and their roles in generation of any PS/nVision report. PS/nVision > Layout Options Tabular layouts are the simpler of the two layout types. The columns in the report correspond to the fields returned by the query and the rows in the report correspond to the rows in the query result set. 10 . one ledger and one chartfield as criteria. Users can specify data selection criteria at the level of the entire spreadsheet i. test. PS/nVision offers two types of Report layouts. criteria.e. Creation of report layouts is the first step towards developing the Report layouts. Report layout specifies the type of data that can be retrieved within the columns and rows. Matrix layouts have data selection criteria based on the intersection of columns and rows in the spreadsheet. thus creating a criteria matrix. It specifies the Query or Ledger. These layouts use a Query defined in PeopleSoft Query to retrieve data. Unless users are specifying a query in the matrix layout. a row. All rights reserved.Matrix Layout The main difference between both these types of layouts is the way in which users specify the data to be retrieved from the database. The Report Layout also consists of formulae to calculate and retrieve data. Matrix layouts are more complex in nature. a column or an individual cell. while matrix layouts are more appropriate for summarized reporting and analysis. Copyright © 2007 Oracle. Inc. graphics. The data retrieved for an individual cell is determined by a combination of the criteria for its’ column and its’ row.Main Components of PS/nVision report Before proceeding further.

with data keyed by year. row and cell level Yes Multiple instances of layout workbook Rows and Columns Yes Yes. period Tabular Layout Single Query Text and numbers Selected Query results columns. Inc. Copyright © 2007 Oracle. one data row per spreadsheet row Multiple per workbook Scope. All rights reserved. It makes users’ work very easy while putting format related columns and fields in layout or putting formulae to calculate the data in end results. including prompts. PS/nVision > Layout Definition For more details about the “tabs” in “Layout Definition” window and their usage. Query. row and column labels (text) One per workbook Scope. Query including Prompts No Multiple instances of layout workbook None No No Before creating layout. 11 . Numbers in matrix. text in labels and variables Row/Column intersections (amounts). users must be very clear about the format and type of data users like to show to the end users as a Report output. column.11/12/2009 PS/nVision Reporting Tool The table below shows some of the key differences between tabular and matrix layouts. please review “PS/nVision” section in PeopleBooks. criteria at Sheet. Feature/Function Data Sources Data Data Delivery Layout sheets Selection Criteria PS/nVision variables Scope nPlosion Drilldown from Instance Time Spans Matrix Layout Multiple Queries and/or Ledgers.

11/12/2009 PS/nVision Reporting Tool Report Request Second step is creating Report Request for this PS/nVision report. users can use the Scope feature to create multiple instances of a report from a single request as shown in the screenshot below: Excel PS/nVision tab Select New Report Request this window appears Copyright © 2007 Oracle. modify or delete Report Requests. report title. Each Report Request is a collection of report-specific information such as Request name. Scope and so on. Users must use the Report Request dialog box to open. When defining a Report Request. Inc. associated Report Layout. Users must create a corresponding Report Request for running a PS/nVision report. create. All rights reserved. 12 .

Users can include PS/nVision variables in the template to dynamically creates file names at the run time For Ex: %RTT% or %LYN% In 2-tier.XNV file. this checkbox should be checked. Request Name: Report Title: Requesting: Business Unit Layout: Scope: PS/nVision Reporting Tool This name identifies Report Request This tile appears on prompt lists and can be used in reports and can be used in report Report request are owned by Business Units. Business Unit only As of Date: It allows users to select the effective date of the trees to be used when trees are referenced in layout and scopes. please check the “PS/nVision” section in PeopleBooks. This is usually left at the default. This is how users can run a consolidated report. It means it will use the tree closest to the As of Date. such as instances for each Business Units or departments Specifies which directory to place the report after users have run the request. one likes to execute This is optional. for performing nPlosion. 13 . All rights reserved. If users leave the Template field blank the finished report will be in default directory. Leave blank if users do not need scope. The Layout may retrieve data for this business unit. Otherwise one will not be able to perform nPlosion successfully Directory Template: File Template: Enable nPlosion: Data from requesting: When this checkbox is turned on the report. it will extract data for all Business units.11/12/2009 Below are the descriptions of Fields under Report Request. data will reflect only from the requesting business unit only. Use Main as of Date: ** For more details. Copyright © 2007 Oracle. One can choose the applicable . If this box is not checked. A scope is used to create multiple Instances of one . It specifies the name of Report Instance (output) that is created when running this Report request. meeting the criteria in Layout. Inc. Users may use PS/nVision variables also to get any specific nomenclature for users directory names.XNV report layout.

Click the “PS/nVision” tab This is the only place where one can configure the PS/nVision related directories within Configuration Manager. Under Directory Paths: Copyright © 2007 Oracle. If a user has multiple Peopletools versions on his machine a “Workstation install” might be required to go back and forth with PS/nVision according to the usage of one environment. 14 . All rights reserved. PeopleSoft does not recommend multiple PeopleTools version on single machine for avoiding issues with PS/nVision and Crystal Reports. Inc.PS/nVision Configuration for 2-tier client environment PS/nVision requires specific DLL’s and ODBC driver that are specific to that Peopletools version. please check if users are having multiple PeopleTools versions on box and in Web environment also. Now let’s discuss the various settings under “PS/nVision” tab in Configuration Manager. In 2-tier client environment: 1. Space between Query Columns: This is the setting that is defined to have spaces in between the columns in the report output or Query to Excel output. So.11/12/2009 PS/nVision Reporting Tool Chapter 4 . However.Click the “Profile” tab 3. PS/nVision relies on the PeopleSoft PTools ODBC Driver to be the exact same version of PTools that is currently being run.Open Configuration Manager 2.Click the “Edit” button 4.

Ex: D:\FMS89\excel\stylesheets Note: If users access PS_HOME from the network. It must point to the correct location.Query Templates: This is the setting where Query Templates are available. available under the Excel folder only in PS_HOME. which talk about the issues related to mapped drive paths.xla. Ex: C:\USER\PS/nVision\INSTANCE 5. 2. Inc. It must be correct.Under  Client Setup tab --> under ODBC setup --> Check the Install PeopleSoft ODBC Driver and Workstation Installation --> click Apply. Copyright © 2007 Oracle. Ex: D:\FMS89\PS/nVision\layout 3Drilldown Layouts: This is the location of the folder where all users Drilldown layouts reside.Report Instance: This is the location where all PS/nVision Report Instances will get saved when running to 2-tier client. 15 .Check the DBBIN setting under  Process Scheduler tab. These are mainly used during nPlosion.Check the PS_Home directory setting under  Process Scheduler tab. Macros are used to run some features of PS/nVision report.Please check all the locations are correctly filled under “PS/nVision” tab d. both PeopleSoft delivered and Customized ones. After performing the above. Ex: D:\FMS89\excel These templates are 6.Certified Excel version with present PeopleTools version should be installed on users machine. NVSUSER. All rights reserved. c. 2. please give the UNC path instead of mapped drive path as there are many issues involves with mapped drive path. There are some resolutions # 201008980 (Doc ID 647145. Here the path for “excel” folder.Workstation Installation should be done in proper manner in “Configuration Manager” with correct settings in below locations: a.1). For ex: DrilltoPIA. 200999015 (Doc ID 645019.1).1). available under %PS_HOME% needs to me mentioned. GLLog etc. For ex: D:\FMS89\excel where “D:\FMS89” is usersr PS_HOME or “D” drive is where usersr File server is mapped.Report Layouts: This is the field to specify the location of PeopleSoft delivered Report Layouts as well as Customized Report layouts. users should be ready to work within PS/nVision Reporting Tool.11/12/2009 PS/nVision Reporting Tool 1. Ex: D:\FMS89\PS/nVision\layout\drilldn 4.Style Sheets: This is the location where various Excel style sheets get stores. 200975617(Doc ID 640030.Customization Macros: PS/nVision is basically a macro driven tool. Prerequisites for PS/nVision in 2-tier client for successful running 1. There is a folder by name “layout” under “PS/nVision” folder for this.xla. b.

All rights reserved. Inc. 16 .PeopleSoft > PS/nVision Copyright © 2007 Oracle. PS/nVision would be available to users under the “start” Programs .How to run PS/nVision in 2-tier client environment There are two ways by which users may run PS/nVision client on users machine.11/12/2009 PS/nVision Reporting Tool Chapter 5 . First: Log in Application Designer Go PS/nVision (click) Second: If while performing “Workstation Installation” users select “PS/nVision” also.

Excel Instance and PS/nVision windows must remain open.xlm (or . “PS/nVision” and “Drill” Please make sure that all the three NVSUSER. If users close any one of them. PS/nVision instance would be closed.xlm. Inc. There are two new menu choices in Excel tool bar i. PS/nVision instance opens a file named NVSUSER.e. With this it also opens an Excel sheet and an instance of PS/nVision. NVSUSER.11/12/2009 PS/nVision Reporting Tool Appearance of PS/nVision client: When users run PS/nVision.xls) is “Startup” homepage for PS/nVision. 17 . All rights reserved.xls (PS/nVision Menu). Copyright © 2007 Oracle.

Report Request 1. Inc. Copyright © 2007 Oracle. users should create a Report Request. All rights reserved. users can use the same Report layout repeatedly.Report Layouts are the formats of PS/nVision reports in which one would like to show data to the end users.XNV.After creating Report layout. Once the layout is saved. define Report Requests and run PS/nVision reports. users create. Therefore creating a PS/nVision report is a 2-step process. 18 . is based upon “Report layout”. In Report Request. There are two main components about creating PS/nVision reports. 2. One creates Report layouts in Excel only. PS/nVision uses the specified Report Layout to determine what data to retrieve for the report and how to display it. with which users can design layouts.11/12/2009 PS/nVision Reporting Tool Users have many options under “PS/nVision” and “Drill” tab in layout. Report layouts have extensions . Steps to Create a PS/nVision Report: Every PS/nVision report. This step is required only for the first time users create the report.Report layout 2. users specify the layout and the other run options for PS/nVision report. These components are: 1. When users run a PS/nVision report through Report Request.

users might want to generate an income statement report for each department in users organization. For example. User can send Report outputs to “File”/”Printer” output type and only “XLS” output format is available in 2-tier environment. Copyright © 2007 Oracle. Each instance is an individual report with up-to-the-minute data from users database. users run the Report Request either by using the PS/nVision menu in MS-Excel or clicking the “RUN” button on the Report request dialogue box. It is the output of PS/nVision report. A Report instance contains data that PS/nVision has retrieved from users PeopleSoft database. selected and formatted according to the instructions in the Report Layout. All rights reserved.11/12/2009 PS/nVision Reporting Tool After defining a Report Layout and Report Request. Inc. 19 . Users can produce multiple instances of a single PS/nVision report with the help of the feature scope. This creates “Report Instance” at the location which users define in Configuration Manager > PS/nVision > “Report Instance”.

However for the end users who only run PS/nVision reports in web environment or view them. Users can view the report in browser via a link in Report Manager. Inc. please make sure the above components are installed properly on Scheduler box to run PS/nVision successfully in the web environment.11/12/2009 PS/nVision Reporting Tool Chapter 6 .Process Scheduler Server 3. drilldown and distribute PS/nVision reports through a browser. please run any PS/nVision report through Application Designer (2. users cannot create Report Layouts in Web environment.tier) on the Report Server. which is accessible to Report Server. Report Server must be setup correctly. without a PeopleSoft installation on client machines. client installation is required. which in turn initiates an instance of Excel. If report is generated successfully it indicates that the settings are correct. PS/nVision analyzes the Report Layout and retrieves data from database and saves the report to a specified output format (XLS or HTM) under a configurable instance directory to the Report Repository.EXE. Users can create Report Request. When Report Request is run from Web interface. the Report Server must be running on Windows platform. depending upon the MAX Concurrent settings for PS/nVision processes in Server Definition. Users can also send reports as email attachments rather than requiring recipients to navigate to a location on file server. But remember. Scopes and Report Requests can be directly created in Web environment itself and reports can be run through the Web as well. Copyright © 2007 Oracle. register Drilldown layouts. ** For verifying that the Excel registry settings. ReportBooks and Scope Definitions PS/nVision report output in . Users access the Report Server and the database via browsers though PIA. they are uploaded to the configurable layout directory. ODBC driver and basic settings for PS/nVisions are correct on the Process Scheduler box. run Drilldown to “Web” or “Window” output types and also can define scopes in web environment.14 and higher) Email options to send PS/nVision reports to individual user or users in specified roles Users may run multiple parallel PS/nVision sessions in web environment. As it is known PS/nVision uses EXCEL to generate reports. view. Process Scheduler initiates a PS/nVision instance on the Report Server.10 and higher) or XLS format (8. For creating Report layouts users still require workstation client. 20 .PS/nVision setup in Web Environment (n tier) With PeopleSoft 8 users with Internet access can run.Microsoft Excel 2.XLS and . which is what runs PS/nVision reports) 4.PeopleTools client installation (this installs PSNVS. there is no need of client installation on their machines. Report Server must also have the following components: 1. So for PS/nVision developers. Main advantages in Web: 1234Internet versions of Report Requests. PS/nVision configuration for Web Environment: For running PS/nVision in Web environment. Report Server is the place where PS/nVision reports are run when requested by end users.HTM formats Drilldown for report outputs in HTML (PeopleTools 8. PS/nVision windows client is used only to generate Report layouts.Database connectivity software So. All rights reserved. Once these Report Layouts are developed.

The PSPRCS. If as a service then it is recommended to log on as 'this account'. Process Scheduler on the Report Server kicks it off. All rights reserved.cfg file is located at below location %PS_HOME%\appserv\prcs\Domain name \PSPRCS. Therefore if Excel 97 is used on the Report Server. Below are settings for PS/nVision in PSPRCS. These flags are discussed in detail in following chapters. For this configuration of PS/nVision related directories in Process Scheduler configuration file (PSPRCS. which are introduced only with PeopleTools 8. These flags are introduced by development to enhance the capabilities of PS/nVision as a Reporting Tool and make it more competitive against the other available Reporting Tools. PS/nVision supports both XLS and HTML in release 8. 3.11/12/2009 PS/nVision Reporting Tool BEAPROCMgr Tuxedo Service: 1.cfg Configuring similar directories using PeopleTools Configuration Manager only enables users to run PS/nVision as a Windows client on the Report Server. which is discussed in previous chapter. Please make sure that it is a Domain Account. users will not be able to generate PS/nVision reports in HTML format output. [PS/nVision] . 2.cfg file. When an HTML format is requested. Inc.Ensure that this user is a Domain Account. PS/nVision uses Excel’s “Save as Web Page” function to generate the HTML format output. This function is only available from Excel 2000 and upper versions.======================================================================= DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE LayoutDir=%PS_HOME%\PS/nVision\LAYOUT MacroDir=%PS_HOME%\EXCEL StyleDir=%PS_HOME%\EXCEL\STYLESHEETS TemplateDir=%PS_HOME%\EXCEL EnableDrillDownForFile=0 EnablePollDialogs=0 PollDialogSeconds=30 TraceLevel=0 SaveTempFile=0 In above configuration.Please find out if this service is logged on as 'Local system account' or 'this account'? Recommended way would be 'This Account' and ensure that it is a Domain Account. BEAProc Manager Service .cfg) is required. Excel version: It is recommended to use Excel 2000 and above Excel version on Report Server.x onwards.======================================================================= . most of the directory locations are similar to the Configuration Manager. If the Process Scheduler is started thru PSADMIN then please find out the user id that logs onto the network to access PSADMIN to startup the process scheduler . Please check if Process Scheduler is started with a service or thru psadmin.4x and onwards. However there are certain flags. General settings for PS/nVision . Process Scheduler Configuration: It is important to know that when running PS/nVision in the web environment. (Chapter 9) 21 Copyright © 2007 Oracle. Ensure that the user ID that starts up both the Process Scheduler and BEA Proc Manager are the same and that Users have Domain rights. .

2. All rights reserved. 3 . DrilltoPIA.Launch Excel.xla is delivered with PeopleTools CD. and select DrillToPIA in the Add-ins dialog box. 22 . Users do not need this add-in if then only view reports in Excel XLS format through the web.xla to usersr Excel add-in directory If usersr Microsoft Office is installed in %MS_OFFICE%.xla file into usersr Excel environment: 1. users can access PS/nVision with the below navigation: Menu > Reporting Tools > PS/nVision Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool Excel Add-in (DrilltoPIA.14 and above. Inc. End users need to install this add-in only when Users want to Drilldown directly from Report instances in Excel on a browser client. This add-in requires only a one-time load in the load in the end user’s environment. Go to usersr %PS_HOME%\Excel directory Copy the file DrillToPIA.xla): DrilltoPIA. Add-ins In Web Environment. Select the menu option Tools. then Excel add-ins directory is %MS_OFFICE%\Office\Library. To load the add-in DrillToPIA.xla is an optional Excel VBA add-in that is provided for end users convenience in PS/nVision for PeopleTools 8.

Reporting Tools > PS/nVision > Define Report Request Copyright © 2007 Oracle. Inc. It is similar to the 2-tier environment.How to run PS/nVision in Web environment PS/nVision report can be run in Web environment (n-tier) by navigating as suggested below. All rights reserved. 23 . Menu > Reporting Tools > PS/nVision User can define Report Request in Web environment also.11/12/2009 PS/nVision Reporting Tool Chapter 7 .

Like in below screenshot. Where by clicking on “View Log/Trace” link. In “Window”. All rights reserved. one can send the report output to the desired location. Inc.11/12/2009 Users can define Scope and other entries by clicking Scope and Delivery Templates link. Similarly one can send the report output directly to “Email” and “specified network “Printer”. ”Printer”. “Ren Server” setup should be correct. it is showing status “Success/Posted” By clicking on “Details” link. Note: For “Window” output type. 24 . When users run the report to “Web” output type. user can see the Report output. “Email”. Copyright © 2007 Oracle. report output goes to the “Report Repository” and one can access the output from the Report Manager. printer should be setup correctly in that environment. user can run the report by clicking “Run Report” button. report output appears in a new Window. user can move to “Process Details” page. If user runs the report to “File”. Reporting Tools > PS/nVision > Define Report Request > Scope and Delivery Templates PS/nVision Reporting Tool After putting the desired entries in report request. Report Output types: Users have the option to run PS/nVision reports to multiple output types “Web”. Viewing Report output: User can check the status of the report through “Process Monitor” page. And for “Printer”. “Window” and “File” in web environment.

Drilldown instance will run. On Success. On this. users can view the output either from the “Process Monitor” page Copyright © 2007 Oracle. select the “Run Drilldown” button for the desired drilldown. All rights reserved. Reporting Tools > Report Manager Drilldown: If Drill down criteria is defined on the parent instance. user can start Drilldown on clicking that cell.11/12/2009 PS/nVision Reporting Tool The other way to look the Report Output is directly from “Report manager”. The page will appear as. 25 . please make sure that users have registered that Drilldown for that specific environment. Note: If users are not getting custom Drilldowns in Web environment. Inc. Please see the screenshot below. For running Drilldown.

Inc. 26 . user can view the Drilldown report output. All rights reserved. Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool or from the “Report Manager” directly. By clicking the link under “Description” field or the “Details” link.

as there is detailed information about the same.PS/nVision Advanced Features There are some advanced features of PS/nVision. Scope A Report Scope enables users to create multiple instances of an PS/nVision report by using a single Report layout and running Report Request only once. The main features are 123456Scope Drilldown nPlosion ReportBook PS/nVision Variables NVSInstanceHook Let’s discuss in more detail about these. For more details about these features. 27 .11/12/2009 PS/nVision Reporting Tool Chapter 8 . please go through People Books. * Users can use PS/nVision Scope feature while creating a Report request to retrieve instances of a report from the PeopleSoft database * Users process the Report Request once and PS/nVision automatically produces a multiple Report instances for specific Field values Copyright © 2007 Oracle. All rights reserved. which enhance the capabilities of PS/nVision as a Reporting Tool and provides some edge on the other reporting tools. Inc.

while contains data unique to these field values. such as a tree node summarizing all sales departments. each report instance can share the same layout. Inc. All rights reserved. In 2-tier: Users can define Scopes on combination of Fields. In this way.11/12/2009 PS/nVision Reporting Tool * Using a scope. In Web: Copyright © 2007 Oracle. such as a Business Unit or Department. 28 . or a group of values. each Report Instance will contain data specific to an individual field value.

Ren Server must be setup. All rights reserved. However the layout that displays the results of the Drilldown. can be with either matrix or tabular. The Drilldown feature is available only for Matrix layouts. 29 . Users can perform Drilldown in both the environments i. Inc. The key to Drilldown is passing the selection criteria from a parent cell to its’ child cell by using the Drilldown layout. In Web environment. D R I L L D O W N Matrix Layout D R I L L D O W N Matrix Layout Matrix Layout Tabular Layout D R I L L D O W N Tabular Layout POSSIBLE DRILLDOWN SCENARIOS In summary. If Ren Server is setup correctly. 2-tier environment and Web environment. Please check the below points for that specific user. Please note that users can Drilldown further only from a Matrix Layout. Drilldown output type is default to "Window". Drilldown is useful when PS/nVision Reports are based on summary Ledgers. Drilldown feature offers fast and convenient access to supporting details in summary reports.11/12/2009 PS/nVision Reporting Tool Drilldown Drilldown is a PS/nVision feature that enables users to select a cell on the Report Instance worksheet and expand it according to the new criteria in a special Drilldown layout. Copyright © 2007 Oracle. user may Drilldown to two output types “Web” and “Window”. because it provides underlying details whenever and wherever users need them. in Web environment. After displaying the results of a Drilldown in a tabular layout. If "Window" is used to run any process. users cannot Drilldown further. So please confirm if users setup Ren Server in users environment so that users could run drilldown to "Window".e.

There are two types of nPlosions. Likewise users may expand multi-period timespans. Users can schedule it in Process Scheduler. Similarly for Column nPlosion. such as YTD. Use of a Report Book saves users the time that would be required to manually run a large number of Report Requests.Please add permission list PTPT1200 to the user's profile. nPlosion looks like the below picture. 30 . When enabled. whether those values are defined specifically or implicitly. which makes up the criteria. nPlosion is set at layout level. nPlosion automatically creates individual rows or columns for each detail value defined in the criteria. ReportBook A ReportBook is a PS/nVision component that enables users to group multiple Report Requests and run the ReportBook once to process all the combined Report Requests. to show amounts for each accounting period. NPlosion provides the ability to specify a tree node in a layout and have rows or columns at run time for each underlying detail value. In Web Environment: Copyright © 2007 Oracle.Column nPlosion In Report Instance.Row nPlosion 2. nPlosion nPlosion is used to expand row or columns containing Field criteria.Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS". Detail values rows are inserted above the row where the nPloded criteria are specified. WEBLIB_RPT is the script that produces the "processing page". It is showing the Row nPlosion. 1. brackets come at the top of columns on which one defines nPlosion. All rights reserved. PS/nVision Reporting Tool 2.11/12/2009 1. Detail value columns are inserted to the left of the column where the nPloded criteria are specified. Inc.

All rights reserved. or between report runs. users can use some of these variables in the Instance Controls section of the Report Request dialog box. please review information available in People Books. Inc.Scope-Related Variables helps in labeling layouts for which one are using any report scope. which help to insert specific time or period in layouts where different accounting periods are reported in each instance. %RTT%. However. %ASD%. Ex: %SFN%. A scope is used to define multiple instances of a report based on different field values. Ex: %ICT%. Copyright © 2007 Oracle. Users can define variable criteria at the cell level only—one variable per cell—and the variable must be the only element in that cell. which are defined on the Report Request. 1. Besides using PS/nVision variables in users layouts. When users choose a variable. With the NVSINSTANCEHOOK one can make custom macros in Visual basic and can use them for customizing the PS/nVision reports according to our requirements. There are mainly three types of PS/nVision variables.Report Request Variables. 31 . One can use PS/nVision variables into the layout to display heading information that might change from report to report. %PER% 3. users select its three-letter code. when a variable is used in a layout or report request. %SFD%. Ex: %APN%. %RID%). NVSInstanceHook “NvsInstanceHook” is the name assigned to an Excel macro in an PS/nVision layout when users want PS/nVision to process the macro as the last procedure in the creation of an PS/nVision report instance.11/12/2009 PS/nVision Reporting Tool PS/nVision Variables There are certain variables available which one may use to enhance the Report Instances nomenclature options and enhance the reporting capabilities. dialog box. NvsInstanceHook indicates the name or reference of the macro to be run on completion of the instance. %RID% 2.Date and Time Period Variables. its code must be enclosed within percent signs (for example. %IFN%. %SFV% ** For more details about PS/nVision variables.

Users can get this information in People Books at below given navigation: Home > People Books > Enterprise PeopleTools 8.If users like to apply an nPlosion style to one specific column. Inc. are considered as customizations and do not come under GSC support domain.If users like to have time and date stamp in PS/nVision reports output file names. All rights reserved. 2.If users would like to combine multiple PS/nVision reports into one Excel Workbook during the PS/nVision report generation. please be informed that custom macros which are used in any PS/nVision report. 1. 32 . However some information about this is available in People Books so that customer can take help of this in customizing their macros. Copyright © 2007 Oracle.46 PeopleBook: PS/nVision > Using the PS⁄PS/nVision Visual Basic Interface However. 3. below are some scenarios where one can take help or suggest customers to use NVSINSTANCEHOOK. which will give users some idea about how to use that. For more details about this. However from GSC perspective. please check the People Books.11/12/2009 PS/nVision Reporting Tool Please review the screenshots.

1) for more details about this new flag. File output specified in Directory Name Template of Report Request. Users can define Time-out setting for any specific Users may also define “Time-out” for PS/nVision/Drilldown in “Process Definition-NVSRUN/DRILLDWN” ** Users may check Resolution # 200770135 (Doc ID 622973. PS/nVision report at the “Report Request Definition” level.16. This flag is setup in the PS/nVision section of the PSPRCS. 1.44 release.4x for PS/nVision.45.New Features in PS/nVision in PeopleTools 8.4x This chapter will give users some idea about the new features.cfg file. report saves to PS/nVision Instance Directory Users may check the Resolution # 200976598 (Doc ID 640188. All rights reserved. 2. Copyright © 2007 Oracle.1) for more details about this issue. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web.11/12/2009 PS/nVision Reporting Tool Chapter 9 . Email or Printer output type. Inc. if left blank. 33 .SaveTempFile: This flag is introduced in PeopleTools 8.Time-out settings: This feature is introduced in PeopleTools 8. which are introduced in PeopleTools 8. to enhance the reporting capabilities of PS/nVision as a Reporting Tool.

PS/nVision will detect and dismiss them. 4. There is a known issue with this.Secured Reports: With PeopleTools 8. This includes the below features.44 release. It is not for Excel Pop ups or O/S Pop up boxes as such. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>. EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes. Inc. 5. and if any PS/nVision dialog messages come up while running PS/nVision report.46. (PSPRCS. a: b: c: d: Private by Default Share by users or roles Secured -Only users in list can update Public –All users can update Copyright © 2007 Oracle.18 and 8.cfg).06. output values. and other detail information.PS/nVision trace option: Users may turn on trace for PS/nVision reports in the PS/nVision section of the Process Scheduler configuration file (PSPRCS.cfg) •1= turned on •0 = turned off When this setting is set = 1. All rights reserved.11/12/2009 PS/nVision Reporting Tool 3. which was addressed in Incident # 1294236000 resolved in PeopleTools 8.44 onwards user can secure PS/nVision reports with the help of this option.nvt Web: View Log/Trace link under Process Details TraceLevel=0 (0-4) 0: 1: 2: 3: 4: No tracing (default setting) Basic high level process flow and status Entries from Level 1 plus additional info Tracing up to level 2 and SQL statements Tracing up to level 3 plus additional function calls.45. This flag is setup in the PS/nVision section of the Process Scheduler configuration file.EnablePollDialogs: This flag is introduced in PeopleTools 8. 34 .

CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653.1).08 and 8. Copyright © 2007 Oracle.43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS. which are introduced with PeopleTools 8.42. for more details.11/12/2009 PS/nVision Reporting Tool 6. All rights reserved. ** These are the features.44 onwards.“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. For details of these features users may go through People Books. Inc. 35 .

Improved Drilldown on PIA using Web Services In PeopleTools 8. User could disable the web services mode and operate the 8.11/12/2009 PS/nVision Reporting Tool Chapter 10 .4x way. 36 .5 This chapter will give users some idea about the new features. Inc.Public and Private Report Requests in nVision Windows client : In PeopleTools 8. 2. New “nVision Share Report Request” dialog box added. which are introduced in PeopleTools 8. Web service operation retrieves the list of drilldown layouts. Web service operation opens the report in a new Excel window. Copyright © 2007 Oracle. Web service operation submits report request to Process Scheduler. All new report requests will be secured by default. In PeopleTools 8.4x: Drilldown from Excel takes the user to PIA for layout selection. All rights reserved.New Features in PS/nVision in PeopleTools 8. In PeopleTools 8.4x: Report Requests can be secured.50: abcdeWindows client can be used for securing and sharing Report Requests. User chooses a drilldown layout from the list in Excel.50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. New “nVision Report Request Admin” dialog box added. User opens a report and goes to nVision Drill menu. shared or transferred via PIA only. User can change security settings for individual Report Requests. 1.5x for PS/nVision.

NET 2.Effective dates for trees in Criteria Definition and Report Request. 37 .New “As Of Date” field added in “PeopleSoft nVision Filter Criteria” dialog. d.User can override criteria effective date in Report Request. Inc.No impact on Tabular Layouts.New “Override Tree As Of Date If Specified in Layout” in PIA Report Request page. e. c.New “Override Layout“check-box added in “PeopleSoft nVision Report Request” dialog.50: a. f.Tree Effective Date Criteria In PeopleTools 8.0 Framework •nVisionDrill add-in in Excel •App Server Configuration •IB Configuration •SSL Configuration •Report Node Configuration 3. only in Report Request In PeopleTools 8.4x: Effective dates for trees. Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool Setup Checklist to achieve the “Drilldown” from “Web Services” •MS Excel 2007 •MS Visual Studio Tools for Office Plug-in •MS Office 2007 Primary Interop Assemblies •MS . b. All rights reserved.

New check box added in “PeopleSoft nVision Filter Criteria” dialog.50: abcdUser can input query prompt values via PIA. Copyright © 2007 Oracle.4x: Windows client accepts query prompt values at runtime.Support for Query Prompts via PIA In PeopleTools 8.50: abcdUser can exclude tree nodes in Layout Definition. Constraints: Report must be executed once to ave the prompts in database. 38 . Excluded nodes appear grayed out in “PeopleSoft nVision Layout Definition” dialog. Inc. In PeopleTools 8. User can view/edit the prompt values.4x: Layout Definition does not allow exclusion of nodes.11/12/2009 PS/nVision Reporting Tool 4. All rights reserved. In PeopleTools 8. User can view the prompt parameters of queries associated with the layout. New sub-page named “Query Prompts” added. Excluded nodes become part of “Not In” criteria string inserted into the selected cell. 5.Not In Tree Criteria In PeopleTools 8.

Inc. Copyright © 2007 Oracle. Changes in nVision a. b.If prompts are modified through Query Manager. All rights reserved.Report execution will fail for the first time.11/12/2009 PS/nVision Reporting Tool Important Points to check with the “Query Prompts via Web” feature: a. b.nVision/LAYOUT directory has to be moved out of PS_HOME if Layout files are required to be editable. The new default location is under PS_SERVDIR.4x: PS_HOME is read-write. Subsequent Report executions should work successfully. In PeopleTools 8.nVision/INSTANCE directory is moved out of PS_HOME. This can be done by clicking the Update Parameters link.Decoupled PS_HOME vis-à-vis nVision In PeopleTools 8. 39 .50: PS_HOME is read-only. then the new list of prompts have to be loaded in nVision Report Request also. 6.

Copyright © 2007 Oracle.PS/nVision with Excel 2007/PeopleTools 8.11/12/2009 PS/nVision Reporting Tool Chapter 11 .xnv file.Structured references to tables are not created automatically when formulas are created. h. saving does not work. Inc.Macro layout or something that is posted on the blog . PS/nVision functions as it did in Excel 2003 and does not take advantage of the enhanced capabilities of Excel 2007: abcdeThe total number of available columns in Excel .Using nplosion which would expand to more than 255 columns or 64000 rows.e.Currently restricted to 1k characters (New Limit: 8k characters) f. ". However.xlsm".5x Excel 2007 is the certified Excel version with PeopleTools 8. In this “compatibility” mode of Excel 2007. presently there are certain issues involve in using PS/nVision with Excel 2007.Print Preview Whenever spreadsheet has label and it is saved in excel 2003 format using Excel 2007 there is some difference in the color of the label and when user prints the spreadsheet there is chances of label printed in the right color format.xls". g. b.Using PS/nVision-Defined Names. i.xls file. d. we need to use Save As feature of Excel 2007. Structured references are saved as cell references in previous version (Excel97-2003) file formats ie. ". a .Excel 2007 has a specific format to save spreadsheet with macro i. a message box pops up informing that the file is corrupted. which would not allow PS/nVision to run normally like any other Excel 2007 based applications: Whenever Excel 2007 opens a file in Excel 2003 file format. The user needs to click OK and then continue working on the layout.Currently restricted to 256 (New Limit: 16k) The total number of available rows in Excel . Following are the limitations. Features that need to be verified with Excel 2007 “normal” mode: a. So. it opens in “compatibility” mode and not in “normal” mode. 40 . Known Issues with Excel 2007 “Compatibility” Mode: One of the ways that we enable people to create documents in Excel 2007. i.Currently restricted to 30 (New Limit: 255) Number of levels of nesting in formulas .Structured Referencing of Tables in Formulas . c. This pop-up message cannot be disabled. IE7 doesn't print preview Excel 2007 for which MS has provided a hotfix. All rights reserved. which are compatible with previous versions is by disabling new features of Excel 2007 by changing the characteristics of runtime container of Excel 2007 to match characteristics of runtime container of Excel 2003.Redrill may fail as it creates a new xls file from xls file which is macro free spreadsheet. so if we try to save the spreadsheet in any other format the macro information is lost and hence resulting spreadsheet (layout) is not a valid.Save/Save As: Every time Excel 2007 opens a .Currently restricted to 7 (New Limit: 64) Formula Length .46 onwards.4x/8.e.EnablePollDialogs feature.Currently restricted to 64k (New Limit: 1M) Max number of arguments per function .

Macro Security for making macros run. ** There is an enhancement request opened with Development for optionally taking advantage of new capabilities of Excel 2007. j. Inc. m. which doesn’t fall within these boundaries.Using PS/nVision StyleSheet might not show the proper required format when the report result is generated.User opening an Excel workbook in Excel 2007 by using a hyperlink that contains a query string as part of the URL.Using PS/nVision API Functions.Creating new toolbar buttons in PS/nVision toolbar.11/12/2009 e. i.Using PS/nVision for Win2003 SP2 for COM Initialize and COM Uninitialize statements. All rights reserved. is bound to fail.Using PS/nVision in Remote Desktop where network is slow. PS/nVision Reporting Tool h. Copyright © 2007 Oracle. These enhancements are addressed under Incident # 1629231000. Please also review the Solution # 201066688 (Doc ID 661373.1).Cells containing embedded URL to calculate values from remote data source.Using PS/nVision VBA Interface. So one needs to take care that PS/nVision runs within the limits of “Compatibility” mode and need to apply proper workarounds whenever PS/nVision crosses these limits. g. Any Report Request of PS/nVision. f. l. 41 . k.

Before start working on any PS/nVision issue.If the problem persists the issue could be that PSNVS. It suggests to Use Regmon (www. 3.com) to fix registry issues. 2. Inc. Besides that one can check the below points.Also.Please check if users are running on certified PeopleTools/Excel/Workstation O/S combination.If the problem persists. one finds that this is the main reason behind the issue. please BE on certified combination. One can run PS/nVision in 2-tier client as well in Web environment. please kill them. there are certain points/guidelines. verify whether this issue is happening with all the workstations or with certain workstations. For pin pointing the exact reason behind any issue.Troubleshooting Tips Here are some guidelines to troubleshoot/pinpoint the exact root causes of any specific problems for PS/nVision in different scenarios. Please refer Resolution # 200978054 (Doc ID 640433. If not. Copyright © 2007 Oracle.If the problem persists. a. so the first question should be: 1.Check if Users are on certified combinations.Please check if this issue is happening in 2-tier environment only or in Web environment or in both the environments.exe or Excel. In this case.sysinternals. 1. 6. which one should always check.Please check all the Directory locations under PS/nVision tab in Configuration manager are put correctly.1) that gives users correct idea how to perform Workstation Installation correctly. A.11/12/2009 PS/nVision Reporting Tool Chapter 11 . 4. This will help in understanding the main cause behind the issue and trouble-shooting it.1) that is available in customer connection. please try un-installing Excel on this workstation and then re-install it. 5. If there is any.If this issue is with certain workstations: 1. please check if there is any orphaned PSNVS. 3.Please check Users are purring correct PS-HOME and DBBIN path under Process Scheduler tabs in Configuration manager. the issue could be with the registry of this workstation. b.If this issue is happening only in 2-tier. it is necessary that one should know about the exact issue and exact configuration of PeopleSoft environment.Please check if the issue is appearing in 2-tier client environment or in Web environment? Troubleshooting steps (for 2-tier): 1.exe manually on this workstation.exe in Task Manager> Processes. Please refer Resolution # 687760 (Doc ID 609003.exe is not registered properly on this workstation.One can try with “Workstation Installation”. In many of the cases. please ask customer to register PSNVS. All rights reserved. One can verify with Customer Connection whether Users are on certified combination or not. 2. 42 . 2.There could be a network issue.If this issue is happening with all workstations (2-tier): It happens rarely as there is very simple configuration for PS/nVision for running in 2-tier client and one may always check the above points. as the issue could be that the Excel is not registered properly.

it is always suggested to have some higher values for PS/nVision. domain.cfg file. please check the below points: 1. e. e. a. As a workaround. it is recommended as well to delete Process Scheduler cache and reboot the Process Scheduler Now test.There is a known issue for PS/nVision in present PeopleTools releases (PeopleTools 8. b. Correct them and then reboot the Scheduler domain to get these changes into affect. . If it is low.cfg file (Process Scheduler configuration file).1). Users may navigate the correct page by this navigation PeopleTools > Process Scheduler > Process Definition c. if the usage is high for PS/nVision.If issue is happening on intermittent basis or on regular basis.Check the Process Scheduler logs for errors when running PS/nVision reports.Please check the directory locations for the PS/nVision. c.47 onwards) that users intermittently encounter error like “SQL error 416 Error Position 28 return 0 Invalid Cursor Number“.42.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. please add one DBFLAGS key in “PSTOOLS” section in PSPRCS.BeaProcMgr service should be logged in as “This Account”. d. On Intermittent basis: If the issue is happening on intermittent basis. So.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. this indicates that issue could be with the PS/nVision Configuration for Web environment.exe in Task Manager >Processes on Process Scheduler box.exe or Excel. under PS/nVision section in PSPRCS. If there is any kill them and now test. fPlease check ICE for any known issues with PS/nVision reports. a. please increase it to some higher number. when running in web environment.Please check the Process Definition for PS/nVision is setup correctly in this environment. All rights reserved. So.11/12/2009 PS/nVision Reporting Tool Troubleshooting steps (for Web): If this issue is happening in Web Environment only. this indicates that basic setup for running PS/nVision is perfectly fine otherwise user would not be able to run PS/nVision reports even for a single time.Most Process domain. There was a known issue with Development for PeopleTools 8. Please check Resolution # 201009382 (Doc ID 647253. b. Inc.Please check the “MAX Concurrent settings” for PS/nVision in “Server “ Definition. This defines how many number of simultaneous PS/nVision processes one can run in any specific environment. On Regular Basis: If the issue is happening on regular basis.Check if there is any orphaned PSNVS. 43 Copyright © 2007 Oracle. d. please try deleting Application Server cache and reboot the Application server Also. of the intermittent issues related to PS/nVision reports happen due to cache at Application Server and Scheduler level.

To capture the SQL one have to check the "Show Report SQL" option. Please review the screenshot. 2. By this user will get to know about the fields. one should check the below points.If the issue is happening with all the PS/nVision reports. Copy the SQL statements and then run that SQL directly in Query Analyzer (2-tier) and check if users are getting the correct results. it means that issue coule be because of wrong configuration and one can always check the above points for PS/nVision configuration.11/12/2009 PS/nVision Reporting Tool 2. then the issue is at the SQL level and one has to correct it. In this way users will see criteria in the column “A” of the excel sheet. Open Layout --> PS/nVision --> Options --> "Show report SQL" checkbox This option helps us in troubleshooting issues with single PS/nVision report or issues with some specific PS/nVision reports.If the issue is happening with only one PS/nVision report or some specific PS/nVision reports. Trees etc used in that specific PS/nVision report. which is running behind that specific problem PS/nVision report.Check if this issue is happening with all the PS/nVision reports or certain PS/nVision reports? If with all reports: a. This option would be available on Options dialog box by selecting PS/nVision.In these type of issues one should look into the SQL.If users like to see what exactly the criteria is passed in any specific PS/nVision report. users can select “Show Row and Column Criteria” in the above image. below. Inc. Copyright © 2007 Oracle. If users are not getting the correct results there. Options from the toolbar of Excel sheet. If with some specific reports: b. 44 . 1. All rights reserved. Please turn on "Show Report SQL" option and run this report.

One can turn on the PS/nVision Trace in PSPRCS. Copyright © 2007 Oracle. Inc. For running PS/nVision in “Foreground” method. Go to Windows Start >> Settings >> Control Panel >> Administrative Tools >> Services Double click on BeaProcMgr service. One can set Trace for some higher values “4” and can capture the deeper execution details of that specific PS/nVision report.nvt •Web: View Log/Trace link under Process Details 4. All rights reserved. Go to Log on as tab Select Local System account Radio button and Check on the box which says Allow service to interact with desktop. 45 . start BeaProcMgr service as a "Local Account" with Check on the box for "Allow service to interact with desktop". In this way if there is an error at the execution level.One can run PS/nVision report by “Foreground” method on the Scheduler box. In this way one can capture all the execution for that PS/nVision report. would be appear on the screen.TGASB_ACCOUNTS.NCASH One can read these criteria as “F” is indicating that Field is “Account”. it would be appear on the screen. like this: %. One can capture that and start troubleshooting on that basis. which usually happens at the backend.cfg file. “T” is indicating that “Tree” Used is “GASB_ACCOUNTS” and “N” indicates “Node” is “Cash” 3.FACCOUNT. The output of that trace would be available at •Client: c:\temp\psnvs_<process_id>.11/12/2009 PS/nVision Reporting Tool It has some entry in Column “A”.

%.Users may also check the command line parameters that are being passed for that PS/nVision report.Check in ICE for any specific issues reported for these Drilldowns 4. Ask users’ if they are able to run report directly from command line.If the issue is happening with that Drilldown only in Web environment.*. If there is any difference.Please check if users are not using any invalid character in parent PS/nVision report name. 6. please correct that.Please check if user is able to run the same PS/nVision report in any other web environment. If yes. 1.&. 46 . If with certain Drilldown: 1. All rights reserved. one can navigate to Process Monitor > Details (against the report) > Process Detail page > Parameters link Troubleshooting steps for Drilldown There are certain tips to pinpoint the exact reasons behind any issues with performing Drilldown. 3. Copyright © 2007 Oracle. It should not contain spaces.@. For parameters.11/12/2009 PS/nVision Reporting Tool 5. please make sure that users have registered this Drilldown properly for each server.Check if the issue is happening with certain Drilldown or with all the Drilldowns.( or periods. please compare the Process Definitions of that PS/nVision report in both the environments.If the issue is in Web environment or users are getting that specific Drilldown in Web. wild character such as !. Inc.Please check the SQL running behind that PS/nVision Drilldown and see if it is getting the correct results in Query Manager. 5. please check whether the same Drilldown correctly in 2-tier client. 2. It may help in fixing the issue.

it is must be that instance of parent PS/nVision report is there in “Report Repository”.If the issue is happening on the Drilldowns for which the parent PS/nVision reports ran to “File” output type. 1 = Enable drilldown. So. The setting only takes effect when the report request is defined to run in File output type on the web. Go to Tools >> Folder Options >> File Types Select .xla file is installed properly on that workstation. If yes and the issue is happening only for the parent PS/nVision reports which were run in past and Drilldown is performed on them.43 and supports DrillDown on File output type reports in the web-based PS/nVision environment.xla according to usersr PeopleTools version. the issue could be that the instance of parent PS/nVision report is not available in Report Repository. All rights reserved. In Web Environment: 1. 0 = Disable drilldown.1) for the same. please make sure that “EnableDrillDownDownForFile” parameter is et to “1”. ========================================================================= .Please make sure that DrilltoPIA.Please check if the issue is happening with only larger set of data. Users can call GSC for latest version of DrilltoPIA. Indicate whether users want to enable drilldown on a report with the output type of file. where it can then perform the drilldown.Please check if Drilldowns are running successfully on newly PS/nVision reports. please reboot the Process Scheduler Copyright © 2007 Oracle. [PS/nVision] . (Default). The PS/nVision reports must exist in the PS_CMD_LIST table and the report repository in order to do the drilldown. Please check Resolution # 201042761 (Doc ID 654934. General settings for PS/nVision DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE After making any changes.Please check “Browse in Same Window” option checked for Excel.cfg file. 3. If with All Drilldowns: In 2-tier: 1. 47 . “EnableDrillDownDownForFile” parameter is introduced by PeopleTools 8.11/12/2009 PS/nVision Reporting Tool 6. as there is certain limitation with MSEXCEl of 256 columns. 3.Please check if the Drilldown folder location is correct in Configuration Manager > PS/nVision 2.Please also check the settings under DrillDown dir in PSPRCS. 2.xls Click on Advanced push button and Check on browse in the same window check box. the process attempts to copy the PS/nVision report from the report repository to the PS/nVision instance directory on the process scheduler server. Inc. The reason for this is that when doing the PS/nVision drilldown.

Trace files will be located at: a.com/oip/faces/secure/km/DocumentDisplay. please check below points: 1.11/12/2009 PS/nVision Reporting Tool 4.oracle.PS/nVision Traces: When users will set the Trace options in PSPRCS.Log/Output Directory: This log is located at: %PS_HOME%\appserv\prcs\Domain Name\log_output 2. which users can always refer for checking the errors.cfg file for any Error messages related to Drilldown.us. 3. 48 .jspx?id=843107. 1.nvt b. All rights reserved. One may navigate to “Report node Definition” page in web environment: PeopleTools > Process Scheduler > Report Nodes 5. Users may check ICE for any known issues for Drilldowns.Please add permission list PTPT1200 to the user's profile.Please check if “PS/nVision” and “REPORT_BOOKS” pages are attached with the Permission List of user. To the O/S of the box where report node URL is pointing.Process Scheduler logs and Distribution Agent Log: These logs are located at: %PS_HOME%\appserv\prcs\Domain Name \LOGS It contain Log files DSTAGNT_Date & SCHDLR_Date 3.e. The “operating system” field on “Report Node Configuration” page. 2.If the issue is Drilldowns are going to “Posted” status on the Process Monitor page.1 Important Logs: (for troubleshooting purpose) Below are the logs.Web: View Log/Trace link under Process Details Copyright © 2007 Oracle.Please try rebooting the Web Server if all above points are correct. So please check if users specify the values in the report node configuration correctly to guarantee that the drilldown will work successfully. 6. please check users Report Node definition. With some specific users: If only some of the users are not able to perform Drilldowns in Web environment. After that reboot the scheduler. must be set to O/S of the WebServer i.Client: c:\temp\psnvs_<process_id>. WEBLIB_RPT is the script that produces the "processing page". This document is available in Customer Connection at below given URL: URL: https://support.cfg file for “PS/nVision”. Performance related issues with PS/nVision reports Please refer a document that is available on customer connection for understanding how exactly the Trees and different performance options work for PS/nVision reports.Please check PSPRCS. Inc.Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS".

1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8.44" 200770135 (Doc ID 622973.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253. Inc.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627. Report Books Intermittently error out 200778054 (Doc ID 624427.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397.1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499. All rights reserved.47 PS/nVision Report Requests. web 201066688 (Doc ID 661373.1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310.1): E-NV: Ability to save a copy of PS/nVision to file when run to email. printer.44 200949219 (Doc ID 635485.1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847.1): E-NV PT 8.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174.1: E-NV: “Excel Interface Exception. E:\pt84918b-retail\peopletools\src\psnxl\gridapp.49.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188.1): "PS/nVision: Getting error when trying to access Report Request in 8.1): E-NV: "Access Denied.07 onwards Doc ID 815983.cpp:2048” on Windows 2008 Copyright © 2007 Oracle. 49 .

Lessons learned from these customer experiences will be posted here. 50 .11/12/2009 PS/nVision Reporting Tool Appendix A – Validation and Feedback This section documents that real-world validation that this Red Paper has received. All rights reserved. Copyright © 2007 Oracle. Inc. CUSTOMER VALIDATION PeopleSoft is working with PeopleSoft customers to get feedback and validation on this document.

All rights reserved.jspx?id=747621. which is available in MetaLink at below given URL: URL: https://support.com/oip/faces/secure/km/DocumentDisplay.com/oip/faces/secure/km/DocumentDisplay.us.oracle.oracle. Inc.oracle.jspx?id=843107.PS/nVision Red Paper (2004) This Red Paper is available in MetaLink at below URL: https://support.us.1 Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool References 1.1 3.com/portal/page/myo/global/PeopleSoft%20Portal/Train_Doc:PeopleBooks%20Library 2.People Books All version of People Books available in MetaLink at below given URL: URL: http://my.Performance Document by Lakshmi Maddila. 51 .

nor subject to any other warranties or conditions.com Copyright © 2006. This document may not be reproduced or transmitted in any form or by any means. This document is not warranted to be error-free.A. Oracle.506.650.7200 oracle.506. This document is provided for information purposes only and the contents hereof are subject to change without notice. CA 94065 U. PeopleSoft.650. including implied warranties and conditions of merchantability or fitness for a particular purpose.11/12/2009 PS/nVision Reporting Tool PS/nVision Configuration & Troubleshooting Tips By Sandeep Verma [August] 2007 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores. Oracle. Other names may be trademarks of their respective owners. for any purpose. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. All rights reserved. All rights reserved. 52 . Worldwide Inquiries: Phone: +1. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. JD Edwards. whether expressed orally or implied in law. electronic or mechanical. Inc.S. Copyright © 2007 Oracle. without our prior written permission.7000 Fax: +1.