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

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

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

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

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

criteria at Sheet. text in labels and variables Row/Column intersections (amounts). period Tabular Layout Single Query Text and numbers Selected Query results columns. All rights reserved. row and column labels (text) One per workbook Scope. one data row per spreadsheet row Multiple per workbook Scope.11/12/2009 PS/nVision Reporting Tool The table below shows some of the key differences between tabular and matrix layouts. PS/nVision > Layout Definition For more details about the “tabs” in “Layout Definition” window and their usage. Inc. Copyright © 2007 Oracle. Numbers in matrix. Query. 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. 11 . users must be very clear about the format and type of data users like to show to the end users as a Report output. including prompts. 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. row and cell level Yes Multiple instances of layout workbook Rows and Columns Yes Yes. column. please review “PS/nVision” section in PeopleBooks. with data keyed by year. Query including Prompts No Multiple instances of layout workbook None No No Before creating layout.

All rights reserved. 12 . Each Report Request is a collection of report-specific information such as Request name. modify or delete Report Requests. create. Users must use the Report Request dialog box to open. When defining a Report Request. Inc. Scope and so on. report title. associated Report Layout.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. Users must create a corresponding Report Request for running a PS/nVision report.

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. 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. one likes to execute This is optional. data will reflect only from the requesting business unit only. This is how users can run a consolidated report. If this box is not checked. Use Main as of Date: ** For more details. 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. 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. such as instances for each Business Units or departments Specifies which directory to place the report after users have run the request.XNV report layout. for performing nPlosion. this checkbox should be checked. it will extract data for all Business units. This is usually left at the default. It means it will use the tree closest to the As of Date. One can choose the applicable . Inc. please check the “PS/nVision” section in PeopleBooks.XNV file. Leave blank if users do not need scope. A scope is used to create multiple Instances of one . If users leave the Template field blank the finished report will be in default directory. meeting the criteria in Layout. 13 . It specifies the name of Report Instance (output) that is created when running this Report request. The Layout may retrieve data for this business unit.11/12/2009 Below are the descriptions of Fields under Report Request. All rights reserved. Copyright © 2007 Oracle. Users may use PS/nVision variables also to get any specific nomenclature for users directory names.

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

NVSUSER. There are some resolutions # 201008980 (Doc ID 647145. Macros are used to run some features of PS/nVision report. 2. It must be correct. 200975617(Doc ID 640030. users should be ready to work within PS/nVision Reporting Tool. Ex: D:\FMS89\PS/nVision\layout\drilldn 4.Customization Macros: PS/nVision is basically a macro driven tool. All rights reserved. Here the path for “excel” folder.xla. both PeopleSoft delivered and Customized ones. Ex: C:\USER\PS/nVision\INSTANCE 5. It must point to the correct location.Style Sheets: This is the location where various Excel style sheets get stores. 2.Report Layouts: This is the field to specify the location of PeopleSoft delivered Report Layouts as well as Customized Report layouts. Inc. please give the UNC path instead of mapped drive path as there are many issues involves with mapped drive path.Under  Client Setup tab --> under ODBC setup --> Check the Install PeopleSoft ODBC Driver and Workstation Installation --> click Apply. There is a folder by name “layout” under “PS/nVision” folder for this.1).Certified Excel version with present PeopleTools version should be installed on users machine.xla.Check the DBBIN setting under  Process Scheduler tab. Ex: D:\FMS89\PS/nVision\layout 3Drilldown Layouts: This is the location of the folder where all users Drilldown layouts reside.Please check all the locations are correctly filled under “PS/nVision” tab d. GLLog etc. b. Copyright © 2007 Oracle. These are mainly used during nPlosion.Check the PS_Home directory setting under  Process Scheduler tab. 15 . After performing the above. c. Ex: D:\FMS89\excel These templates are 6. Prerequisites for PS/nVision in 2-tier client for successful running 1. which talk about the issues related to mapped drive paths. For ex: DrilltoPIA. For ex: D:\FMS89\excel where “D:\FMS89” is usersr PS_HOME or “D” drive is where usersr File server is mapped.1). Ex: D:\FMS89\excel\stylesheets Note: If users access PS_HOME from the network.1).Query Templates: This is the setting where Query Templates are available. 200999015 (Doc ID 645019. available under %PS_HOME% needs to me mentioned. available under the Excel folder only in PS_HOME.Report Instance: This is the location where all PS/nVision Report Instances will get saved when running to 2-tier client.11/12/2009 PS/nVision Reporting Tool 1.Workstation Installation should be done in proper manner in “Configuration Manager” with correct settings in below locations: a.

Inc. 16 . PS/nVision would be available to users under the “start” Programs . First: Log in Application Designer Go PS/nVision (click) Second: If while performing “Workstation Installation” users select “PS/nVision” also. All rights reserved.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 .PeopleSoft > PS/nVision Copyright © 2007 Oracle.

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

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

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

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

Please check if Process Scheduler is started with a service or thru psadmin. PS/nVision uses Excel’s “Save as Web Page” function to generate the HTML format output.cfg file is located at below location %PS_HOME%\appserv\prcs\Domain name \PSPRCS.x onwards. most of the directory locations are similar to the Configuration Manager.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. Process Scheduler on the Report Server kicks it off. (Chapter 9) 21 Copyright © 2007 Oracle. All rights reserved. For this configuration of PS/nVision related directories in Process Scheduler configuration file (PSPRCS.cfg Configuring similar directories using PeopleTools Configuration Manager only enables users to run PS/nVision as a Windows client on the Report Server. [PS/nVision] .======================================================================= 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. Below are settings for PS/nVision in PSPRCS.======================================================================= .4x and onwards. users will not be able to generate PS/nVision reports in HTML format output. Therefore if Excel 97 is used on the Report Server. Inc. BEAProc Manager Service .cfg) is required.cfg file. If as a service then it is recommended to log on as 'this account'. PS/nVision supports both XLS and HTML in release 8. However there are certain flags. 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 . . This function is only available from Excel 2000 and upper versions. 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.Ensure that this user is a Domain Account. 3. The PSPRCS. When an HTML format is requested. 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. These flags are discussed in detail in following chapters. Excel version: It is recommended to use Excel 2000 and above Excel version on Report Server. 2. which is discussed in previous chapter.11/12/2009 PS/nVision Reporting Tool BEAPROCMgr Tuxedo Service: 1. Process Scheduler Configuration: It is important to know that when running PS/nVision in the web environment. which are introduced only with PeopleTools 8. General settings for PS/nVision . Please make sure that it is a Domain Account.

11/12/2009 PS/nVision Reporting Tool Excel Add-in (DrilltoPIA. Users do not need this add-in if then only view reports in Excel XLS format through the web. DrilltoPIA. Go to usersr %PS_HOME%\Excel directory Copy the file DrillToPIA. 22 . To load the add-in DrillToPIA. End users need to install this add-in only when Users want to Drilldown directly from Report instances in Excel on a browser client. 2. and select DrillToPIA in the Add-ins dialog box. This add-in requires only a one-time load in the load in the end user’s environment. then Excel add-ins directory is %MS_OFFICE%\Office\Library.xla to usersr Excel add-in directory If usersr Microsoft Office is installed in %MS_OFFICE%.xla): DrilltoPIA. All rights reserved.xla is an optional Excel VBA add-in that is provided for end users convenience in PS/nVision for PeopleTools 8. Inc.Launch Excel. 3 . Add-ins In Web Environment. users can access PS/nVision with the below navigation: Menu > Reporting Tools > PS/nVision Copyright © 2007 Oracle.xla file into usersr Excel environment: 1.14 and above.xla is delivered with PeopleTools CD. Select the menu option Tools.

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. 23 . Reporting Tools > PS/nVision > Define Report Request Copyright © 2007 Oracle. All rights reserved. Inc.11/12/2009 PS/nVision Reporting Tool Chapter 7 . Menu > Reporting Tools > PS/nVision User can define Report Request in Web environment also.

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

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

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

which enhance the capabilities of PS/nVision as a Reporting Tool and provides some edge on the other reporting tools.11/12/2009 PS/nVision Reporting Tool Chapter 8 . as there is detailed information about the same.PS/nVision Advanced Features There are some advanced features of PS/nVision. please go through People Books. 27 . * 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. The main features are 123456Scope Drilldown nPlosion ReportBook PS/nVision Variables NVSInstanceHook Let’s discuss in more detail about these. All rights reserved. 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. Inc. For more details about these features.

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

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

1. nPlosion looks like the below picture. Inc.Column nPlosion In Report Instance. PS/nVision Reporting Tool 2. All rights reserved. Detail value columns are inserted to the left of the column where the nPloded criteria are specified.Please add permission list PTPT1200 to the user's profile. There are two types of nPlosions. brackets come at the top of columns on which one defines nPlosion. nPlosion nPlosion is used to expand row or columns containing Field criteria. WEBLIB_RPT is the script that produces the "processing page". 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. 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. such as YTD. It is showing the Row nPlosion. Similarly for Column nPlosion. whether those values are defined specifically or implicitly. Users can schedule it in Process Scheduler. 30 . nPlosion is set at layout level.Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS". Use of a Report Book saves users the time that would be required to manually run a large number of Report Requests. In Web Environment: Copyright © 2007 Oracle.Row nPlosion 2. Detail values rows are inserted above the row where the nPloded criteria are specified. nPlosion automatically creates individual rows or columns for each detail value defined in the criteria.11/12/2009 1. which makes up the criteria. When enabled. Likewise users may expand multi-period timespans. to show amounts for each accounting period.

its code must be enclosed within percent signs (for example. 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. However.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. 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. %RTT%. Copyright © 2007 Oracle. when a variable is used in a layout or report request. 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. A scope is used to define multiple instances of a report based on different field values. All rights reserved. which are defined on the Report Request. There are mainly three types of PS/nVision variables. 1. %RID%). %PER% 3. When users choose a variable. Ex: %SFN%. or between report runs. users select its three-letter code. Ex: %APN%. %ASD%. 31 . which help to insert specific time or period in layouts where different accounting periods are reported in each instance. %RID% 2. please review information available in People Books.Date and Time Period Variables. %SFD%. NvsInstanceHook indicates the name or reference of the macro to be run on completion of the instance. dialog box. users can use some of these variables in the Instance Controls section of the Report Request dialog box. Besides using PS/nVision variables in users layouts. %SFV% ** For more details about PS/nVision variables. One can use PS/nVision variables into the layout to display heading information that might change from report to report. %IFN%. Inc.Scope-Related Variables helps in labeling layouts for which one are using any report scope.Report Request Variables. Ex: %ICT%.

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

1) for more details about this issue. 33 . Email or Printer output type.16.SaveTempFile: This flag is introduced in PeopleTools 8. 2.cfg file. 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 622973.45. All rights reserved. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. if left blank.1) for more details about this new flag. PS/nVision report at the “Report Request Definition” level.4x for PS/nVision. This flag is setup in the PS/nVision section of the PSPRCS. File output specified in Directory Name Template of Report Request.New Features in PS/nVision in PeopleTools 8.11/12/2009 PS/nVision Reporting Tool Chapter 9 . 1. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web.4x This chapter will give users some idea about the new features. report saves to PS/nVision Instance Directory Users may check the Resolution # 200976598 (Doc ID 640188.44 release. which are introduced in PeopleTools 8. Copyright © 2007 Oracle.Time-out settings: This feature is introduced in PeopleTools 8. Inc.

output values. EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes.EnablePollDialogs: This flag is introduced in PeopleTools 8.44 release.06. 5.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. 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. There is a known issue with this. (PSPRCS.cfg) •1= turned on •0 = turned off When this setting is set = 1. 34 .11/12/2009 PS/nVision Reporting Tool 3.44 onwards user can secure PS/nVision reports with the help of this option.46. 4. This flag is setup in the PS/nVision section of the Process Scheduler configuration file.45. and other detail information.Secured Reports: With PeopleTools 8. and if any PS/nVision dialog messages come up while running PS/nVision report. Inc. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>.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. This includes the below features. All rights reserved. which was addressed in Incident # 1294236000 resolved in PeopleTools 8.18 and 8.cfg). PS/nVision will detect and dismiss them. It is not for Excel Pop ups or O/S Pop up boxes as such.

1). For details of these features users may go through People Books.08 and 8. for more details. which are introduced with PeopleTools 8.CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653. Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool 6.42. 35 .43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS.44 onwards. All rights reserved. Inc.“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. ** These are the features.

New Features in PS/nVision in PeopleTools 8.11/12/2009 PS/nVision Reporting Tool Chapter 10 . Web service operation submits report request to Process Scheduler. New “nVision Report Request Admin” dialog box added. In PeopleTools 8.50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip. Inc. New “nVision Share Report Request” dialog box added.4x way. User can change security settings for individual Report Requests. 2. shared or transferred via PIA only.4x: Drilldown from Excel takes the user to PIA for layout selection. User opens a report and goes to nVision Drill menu. All rights reserved. 1. All new report requests will be secured by default.5 This chapter will give users some idea about the new features. User chooses a drilldown layout from the list in Excel. Web service operation opens the report in a new Excel window.Improved Drilldown on PIA using Web Services In PeopleTools 8.50: abcdeWindows client can be used for securing and sharing Report Requests.Public and Private Report Requests in nVision Windows client : In PeopleTools 8. Web service operation retrieves the list of drilldown layouts. which are introduced in PeopleTools 8.4x: Report Requests can be secured. In PeopleTools 8. User could disable the web services mode and operate the 8. Copyright © 2007 Oracle. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. 36 .5x for PS/nVision.

b.No impact on Tabular Layouts. e. d. c. Copyright © 2007 Oracle.50: a. 37 . f.New “As Of Date” field added in “PeopleSoft nVision Filter Criteria” dialog. only in Report Request In PeopleTools 8.User can override criteria effective date in Report Request.New “Override Tree As Of Date If Specified in Layout” in PIA Report Request page.New “Override Layout“check-box added in “PeopleSoft nVision Report Request” dialog.0 Framework •nVisionDrill add-in in Excel •App Server Configuration •IB Configuration •SSL Configuration •Report Node Configuration 3. All rights reserved.Effective dates for trees in Criteria Definition and Report Request.4x: Effective dates for trees.NET 2. Inc.Tree Effective Date Criteria In PeopleTools 8.11/12/2009 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 .

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

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

Currently restricted to 1k characters (New Limit: 8k characters) f. ". Structured references are saved as cell references in previous version (Excel97-2003) file formats ie. Copyright © 2007 Oracle.5x Excel 2007 is the certified Excel version with PeopleTools 8. i. 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 . c. we need to use Save As feature of Excel 2007. All rights reserved. This pop-up message cannot be disabled. Known Issues with Excel 2007 “Compatibility” Mode: One of the ways that we enable people to create documents in Excel 2007.xlsm". So.e. a . i. In this “compatibility” mode of Excel 2007.PS/nVision with Excel 2007/PeopleTools 8. Inc.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.Excel 2007 has a specific format to save spreadsheet with macro i. saving does not work.xls".Save/Save As: Every time Excel 2007 opens a .xls file. Features that need to be verified with Excel 2007 “normal” mode: a. presently there are certain issues involve in using PS/nVision with Excel 2007.EnablePollDialogs feature.Redrill may fail as it creates a new xls file from xls file which is macro free spreadsheet.11/12/2009 PS/nVision Reporting Tool Chapter 11 . IE7 doesn't print preview Excel 2007 for which MS has provided a hotfix. 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 .Using PS/nVision-Defined Names. it opens in “compatibility” mode and not in “normal” mode.46 onwards. g.Currently restricted to 64k (New Limit: 1M) Max number of arguments per function . 40 .Using nplosion which would expand to more than 255 columns or 64000 rows. 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. 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.xnv file. ". h.Currently restricted to 30 (New Limit: 255) Number of levels of nesting in formulas .Currently restricted to 7 (New Limit: 64) Formula Length .Structured references to tables are not created automatically when formulas are created. Following are the limitations.Structured Referencing of Tables in Formulas . b. 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. d.4x/8.Macro layout or something that is posted on the blog .e. a message box pops up informing that the file is corrupted. However.

These enhancements are addressed under Incident # 1629231000. i. 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. PS/nVision Reporting Tool h. is bound to fail.Using PS/nVision in Remote Desktop where network is slow. Please also review the Solution # 201066688 (Doc ID 661373. j.1). m.User opening an Excel workbook in Excel 2007 by using a hyperlink that contains a query string as part of the URL.Cells containing embedded URL to calculate values from remote data source. l. 41 .Creating new toolbar buttons in PS/nVision toolbar. All rights reserved.11/12/2009 e. which doesn’t fall within these boundaries.Using PS/nVision VBA Interface. ** There is an enhancement request opened with Development for optionally taking advantage of new capabilities of Excel 2007.Using PS/nVision for Win2003 SP2 for COM Initialize and COM Uninitialize statements. f.Using PS/nVision StyleSheet might not show the proper required format when the report result is generated. g. Inc. Copyright © 2007 Oracle.Using PS/nVision API Functions. Any Report Request of PS/nVision. k.Macro Security for making macros run.

exe is not registered properly on this workstation. One can verify with Customer Connection whether Users are on certified combination or not. please try un-installing Excel on this workstation and then re-install it. 42 . It suggests to Use Regmon (www.Please check if this issue is happening in 2-tier environment only or in Web environment or in both the environments. This will help in understanding the main cause behind the issue and trouble-shooting it. a. so the first question should be: 1.sysinternals. If not. verify whether this issue is happening with all the workstations or with certain workstations. 2.1) that is available in customer connection. which one should always check.If this issue is with certain workstations: 1. Besides that one can check the below points.Please check if users are running on certified PeopleTools/Excel/Workstation O/S combination. All rights reserved. 6. please kill them.There could be a network issue.Please check all the Directory locations under PS/nVision tab in Configuration manager are put correctly. In this case.If the problem persists. 4. 5.1) that gives users correct idea how to perform Workstation Installation correctly.exe manually on this workstation. A. 3.If the problem persists. there are certain points/guidelines. Please refer Resolution # 687760 (Doc ID 609003. Before start working on any PS/nVision issue. Please refer Resolution # 200978054 (Doc ID 640433. one finds that this is the main reason behind the issue. One can run PS/nVision in 2-tier client as well in Web environment. the issue could be with the registry of this workstation. Copyright © 2007 Oracle. as the issue could be that the Excel is not registered properly.Please check Users are purring correct PS-HOME and DBBIN path under Process Scheduler tabs in Configuration manager.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.Also. please ask customer to register PSNVS. 1. it is necessary that one should know about the exact issue and exact configuration of PeopleSoft environment.exe or Excel.exe in Task Manager> Processes. 2.Please check if the issue is appearing in 2-tier client environment or in Web environment? Troubleshooting steps (for 2-tier): 1. In many of the cases. please check if there is any orphaned PSNVS.11/12/2009 PS/nVision Reporting Tool Chapter 11 .com) to fix registry issues. If there is any.One can try with “Workstation Installation”. 3. please BE on certified combination.If this issue is happening only in 2-tier.Check if Users are on certified combinations. 2. For pin pointing the exact reason behind any issue.If the problem persists the issue could be that PSNVS.Troubleshooting Tips Here are some guidelines to troubleshoot/pinpoint the exact root causes of any specific problems for PS/nVision in different scenarios. Inc. b.

a. As a workaround.Please check the directory locations for the PS/nVision. a.Check if there is any orphaned PSNVS. domain. fPlease check ICE for any known issues with PS/nVision reports.Check the Process Scheduler logs for errors when running PS/nVision reports. please check the below points: 1.BeaProcMgr service should be logged in as “This Account”. please try deleting Application Server cache and reboot the Application server Also. All rights reserved. under PS/nVision section in PSPRCS. it is recommended as well to delete Process Scheduler cache and reboot the Process Scheduler Now test. it is always suggested to have some higher values for PS/nVision.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. if the usage is high for PS/nVision. of the intermittent issues related to PS/nVision reports happen due to cache at Application Server and Scheduler level.There is a known issue for PS/nVision in present PeopleTools releases (PeopleTools 8. Users may navigate the correct page by this navigation PeopleTools > Process Scheduler > Process Definition c.exe in Task Manager >Processes on Process Scheduler box. If there is any kill them and now test.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. So. On Intermittent basis: If the issue is happening on intermittent basis.cfg file. b.47 onwards) that users intermittently encounter error like “SQL error 416 Error Position 28 return 0 Invalid Cursor Number“.42.1). If it is low. There was a known issue with Development for PeopleTools 8. d. b. Please check Resolution # 201009382 (Doc ID 647253. c. e. e. 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. So.exe or Excel. please add one DBFLAGS key in “PSTOOLS” section in PSPRCS. Correct them and then reboot the Scheduler domain to get these changes into affect.cfg file (Process Scheduler configuration file). .Please check the Process Definition for PS/nVision is setup correctly in this environment. 43 Copyright © 2007 Oracle. Inc.If issue is happening on intermittent basis or on regular basis. this indicates that issue could be with the PS/nVision Configuration for Web environment. please increase it to some higher number. This defines how many number of simultaneous PS/nVision processes one can run in any specific environment.11/12/2009 PS/nVision Reporting Tool Troubleshooting steps (for Web): If this issue is happening in Web Environment only. d. On Regular Basis: If the issue is happening on regular basis. when running in web environment.Please check the “MAX Concurrent settings” for PS/nVision in “Server “ Definition.

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

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

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

please make sure that “EnableDrillDownDownForFile” parameter is et to “1”. 47 .Please check if the issue is happening with only larger set of data.Please also check the settings under DrillDown dir in PSPRCS. If with All Drilldowns: In 2-tier: 1. where it can then perform the drilldown. 3. 2. Users can call GSC for latest version of DrilltoPIA.xls Click on Advanced push button and Check on browse in the same window check box. it is must be that instance of parent PS/nVision report is there in “Report Repository”. So. The reason for this is that when doing the PS/nVision drilldown. In Web Environment: 1. ========================================================================= . 0 = Disable drilldown.Please check if the Drilldown folder location is correct in Configuration Manager > PS/nVision 2.1) for the same. 1 = Enable drilldown. as there is certain limitation with MSEXCEl of 256 columns.If the issue is happening on the Drilldowns for which the parent PS/nVision reports ran to “File” output type. The PS/nVision reports must exist in the PS_CMD_LIST table and the report repository in order to do the drilldown. General settings for PS/nVision DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE After making any changes.11/12/2009 PS/nVision Reporting Tool 6. please reboot the Process Scheduler Copyright © 2007 Oracle. “EnableDrillDownDownForFile” parameter is introduced by PeopleTools 8. [PS/nVision] .Please check if Drilldowns are running successfully on newly PS/nVision reports. Inc.cfg file. Go to Tools >> Folder Options >> File Types Select . the process attempts to copy the PS/nVision report from the report repository to the PS/nVision instance directory on the process scheduler server. (Default). All rights reserved. The setting only takes effect when the report request is defined to run in File output type on the web.Please check “Browse in Same Window” option checked for Excel. 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.xla according to usersr PeopleTools version. Indicate whether users want to enable drilldown on a report with the output type of file. Please check Resolution # 201042761 (Doc ID 654934.xla file is installed properly on that workstation. the issue could be that the instance of parent PS/nVision report is not available in Report Repository.43 and supports DrillDown on File output type reports in the web-based PS/nVision environment.Please make sure that DrilltoPIA. 3.

Web: View Log/Trace link under Process Details Copyright © 2007 Oracle.Log/Output Directory: This log is located at: %PS_HOME%\appserv\prcs\Domain Name\log_output 2.If the issue is Drilldowns are going to “Posted” status on the Process Monitor page. So please check if users specify the values in the report node configuration correctly to guarantee that the drilldown will work successfully.Client: c:\temp\psnvs_<process_id>. 6. WEBLIB_RPT is the script that produces the "processing page".oracle.Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS".PS/nVision Traces: When users will set the Trace options in PSPRCS. 48 .Please try rebooting the Web Server if all above points are correct.1 Important Logs: (for troubleshooting purpose) Below are the logs.Please check if “PS/nVision” and “REPORT_BOOKS” pages are attached with the Permission List of user. The “operating system” field on “Report Node Configuration” page.us. which users can always refer for checking the errors.cfg file for “PS/nVision”.e.11/12/2009 PS/nVision Reporting Tool 4. 2.nvt b.cfg file for any Error messages related to Drilldown. One may navigate to “Report node Definition” page in web environment: PeopleTools > Process Scheduler > Report Nodes 5. 3. With some specific users: If only some of the users are not able to perform Drilldowns in Web environment. This document is available in Customer Connection at below given URL: URL: https://support.Please check PSPRCS. Users may check ICE for any known issues for Drilldowns. After that reboot the scheduler.Please add permission list PTPT1200 to the user's profile. To the O/S of the box where report node URL is pointing. Trace files will be located at: a. please check below points: 1. Inc.com/oip/faces/secure/km/DocumentDisplay. must be set to O/S of the WebServer i. All rights reserved. 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. 1.jspx?id=843107. please check users Report Node definition.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.

cpp:2048” on Windows 2008 Copyright © 2007 Oracle.1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653. web 201066688 (Doc ID 661373.1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8.1): E-NV: Ability to save a copy of PS/nVision to file when run to email. printer.1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847.44 200949219 (Doc ID 635485.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499.1): E-NV: "Access Denied.1): E-NV PT 8. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253. 49 .47 PS/nVision Report Requests. All rights reserved.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174.07 onwards Doc ID 815983. Report Books Intermittently error out 200778054 (Doc ID 624427.1: E-NV: “Excel Interface Exception.44" 200770135 (Doc ID 622973.49.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397.1): "PS/nVision: Getting error when trying to access Report Request in 8. Inc.1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158. E:\pt84918b-retail\peopletools\src\psnxl\gridapp.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627.

Lessons learned from these customer experiences will be posted here.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. 50 .

oracle.11/12/2009 PS/nVision Reporting Tool References 1. 51 .com/portal/page/myo/global/PeopleSoft%20Portal/Train_Doc:PeopleBooks%20Library 2.1 Copyright © 2007 Oracle. Inc.com/oip/faces/secure/km/DocumentDisplay.oracle.1 3. All rights reserved.us.jspx?id=843107.PS/nVision Red Paper (2004) This Red Paper is available in MetaLink at below URL: https://support.com/oip/faces/secure/km/DocumentDisplay.us.Performance Document by Lakshmi Maddila.jspx?id=747621. which is available in MetaLink at below given URL: URL: https://support.oracle.People Books All version of People Books available in MetaLink at below given URL: URL: http://my.

52 .S. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. Inc. All rights reserved. Oracle.506. including implied warranties and conditions of merchantability or fitness for a particular purpose. nor subject to any other warranties or conditions. Oracle. for any purpose. All rights reserved. PeopleSoft.650.com Copyright © 2006. whether expressed orally or implied in law. Worldwide Inquiries: Phone: +1.650. CA 94065 U.7200 oracle. JD Edwards.7000 Fax: +1.11/12/2009 PS/nVision Reporting Tool PS/nVision Configuration & Troubleshooting Tips By Sandeep Verma [August] 2007 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores. This document is not warranted to be error-free. electronic or mechanical. without our prior written permission. Other names may be trademarks of their respective owners.A. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. This document may not be reproduced or transmitted in any form or by any means. Copyright © 2007 Oracle.506. This document is provided for information purposes only and the contents hereof are subject to change without notice.

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