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

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

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

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

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

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

modify or delete Report Requests. create. All rights reserved. Each Report Request is a collection of report-specific information such as Request name. 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. associated Report Layout. Scope and so on. 12 . When defining a Report Request. Users must use the Report Request dialog box to open. report title. Inc.11/12/2009 PS/nVision Reporting Tool Report Request Second step is creating Report Request for this PS/nVision report.

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

Open Configuration Manager 2.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. Inc. 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.Click the “Profile” tab 3.11/12/2009 PS/nVision Reporting Tool Chapter 4 . 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. Now let’s discuss the various settings under “PS/nVision” tab in Configuration Manager. please check if users are having multiple PeopleTools versions on box and in Web environment also. Under Directory Paths: Copyright © 2007 Oracle. PS/nVision relies on the PeopleSoft PTools ODBC Driver to be the exact same version of PTools that is currently being run. In 2-tier client environment: 1.Click the “PS/nVision” tab This is the only place where one can configure the PS/nVision related directories within Configuration Manager. 14 . However.Click the “Edit” button 4. All rights reserved.

Ex: D:\FMS89\PS/nVision\layout 3Drilldown Layouts: This is the location of the folder where all users Drilldown layouts reside. After performing the above. 15 . For ex: DrilltoPIA. Inc.1). 200999015 (Doc ID 645019.Check the DBBIN setting under  Process Scheduler tab. Here the path for “excel” folder.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. GLLog etc. All rights reserved.1).Check the PS_Home directory setting under  Process Scheduler tab. Macros are used to run some features of PS/nVision report. 2. Ex: C:\USER\PS/nVision\INSTANCE 5. which talk about the issues related to mapped drive paths.xla. 200975617(Doc ID 640030. available under %PS_HOME% needs to me mentioned. These are mainly used during nPlosion.Query Templates: This is the setting where Query Templates are available.Report Instance: This is the location where all PS/nVision Report Instances will get saved when running to 2-tier client. Copyright © 2007 Oracle.Certified Excel version with present PeopleTools version should be installed on users machine. b. NVSUSER.Under  Client Setup tab --> under ODBC setup --> Check the Install PeopleSoft ODBC Driver and Workstation Installation --> click Apply. Prerequisites for PS/nVision in 2-tier client for successful running 1. There are some resolutions # 201008980 (Doc ID 647145. There is a folder by name “layout” under “PS/nVision” folder for this.Workstation Installation should be done in proper manner in “Configuration Manager” with correct settings in below locations: a. It must point to the correct location. available under the Excel folder only in PS_HOME.xla. Ex: D:\FMS89\PS/nVision\layout\drilldn 4. 2.Style Sheets: This is the location where various Excel style sheets get stores.1).Please check all the locations are correctly filled under “PS/nVision” tab d. c. Ex: D:\FMS89\excel\stylesheets Note: If users access PS_HOME from the network. For ex: D:\FMS89\excel where “D:\FMS89” is usersr PS_HOME or “D” drive is where usersr File server is mapped. please give the UNC path instead of mapped drive path as there are many issues involves with mapped drive path.Customization Macros: PS/nVision is basically a macro driven tool. both PeopleSoft delivered and Customized ones. Ex: D:\FMS89\excel These templates are 6.11/12/2009 PS/nVision Reporting Tool 1. It must be correct.

16 . First: Log in Application Designer Go PS/nVision (click) Second: If while performing “Workstation Installation” users select “PS/nVision” also. PS/nVision would be available to users under the “start” Programs .11/12/2009 PS/nVision Reporting Tool Chapter 5 . 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.PeopleSoft > PS/nVision Copyright © 2007 Oracle. Inc.

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

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

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

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

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

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

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 . Inc. Reporting Tools > PS/nVision > Define Report Request Copyright © 2007 Oracle. All rights reserved.11/12/2009 PS/nVision Reporting Tool Chapter 7 . Menu > Reporting Tools > PS/nVision User can define Report Request in Web environment also. It is similar to the 2-tier environment.

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

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

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

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

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

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

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

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

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

33 . which are introduced in PeopleTools 8. Copyright © 2007 Oracle. File output specified in Directory Name Template of Report Request. if left blank.4x for PS/nVision.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. All rights reserved.45. PS/nVision report at the “Report Request Definition” level.SaveTempFile: This flag is introduced in PeopleTools 8. Inc.11/12/2009 PS/nVision Reporting Tool Chapter 9 . This flag is setup in the PS/nVision section of the PSPRCS.1) for more details about this new flag.cfg file. 2.New Features in PS/nVision in PeopleTools 8. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. 1. Email or Printer output type. 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 622973.16. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web.Time-out settings: This feature is introduced in PeopleTools 8.44 release.1) for more details about this issue.

PS/nVision will detect and dismiss them.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.45.44 onwards user can secure PS/nVision reports with the help of this option.18 and 8.11/12/2009 PS/nVision Reporting Tool 3.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. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>. All rights reserved. which was addressed in Incident # 1294236000 resolved in PeopleTools 8.Secured Reports: With PeopleTools 8. Inc. and if any PS/nVision dialog messages come up while running PS/nVision report. (PSPRCS. This includes the below features.cfg) •1= turned on •0 = turned off When this setting is set = 1. It is not for Excel Pop ups or O/S Pop up boxes as such. This flag is setup in the PS/nVision section of the Process Scheduler configuration file. 5. EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes. output values.cfg). 34 .46. 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. and other detail information. There is a known issue with this.EnablePollDialogs: This flag is introduced in PeopleTools 8.44 release.06. 4.

“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. ** These are the features.11/12/2009 PS/nVision Reporting Tool 6.44 onwards.1). For details of these features users may go through People Books.42. Copyright © 2007 Oracle.CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653. 35 . Inc. for more details. which are introduced with PeopleTools 8.08 and 8. All rights reserved.43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS.

User can change security settings for individual Report Requests. User opens a report and goes to nVision Drill menu.New Features in PS/nVision in PeopleTools 8. In PeopleTools 8. User could disable the web services mode and operate the 8.50: abcdeWindows client can be used for securing and sharing Report Requests. Copyright © 2007 Oracle. 36 .4x: Report Requests can be secured. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. Web service operation opens the report in a new Excel window.5x for PS/nVision.5 This chapter will give users some idea about the new features.Improved Drilldown on PIA using Web Services In PeopleTools 8. All rights reserved. 1.4x: Drilldown from Excel takes the user to PIA for layout selection. Inc. In PeopleTools 8.11/12/2009 PS/nVision Reporting Tool Chapter 10 . which are introduced in PeopleTools 8. 2.4x way. Web service operation submits report request to Process Scheduler. shared or transferred via PIA only. All new report requests will be secured by default. New “nVision Report Request Admin” dialog box added. User chooses a drilldown layout from the list in Excel.Public and Private Report Requests in nVision Windows client : In PeopleTools 8. New “nVision Share Report Request” dialog box added.50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip. Web service operation retrieves the list of drilldown layouts.

No impact on Tabular Layouts.New “As Of Date” field added in “PeopleSoft nVision Filter Criteria” dialog. Inc.NET 2.0 Framework •nVisionDrill add-in in Excel •App Server Configuration •IB Configuration •SSL Configuration •Report Node Configuration 3.User can override criteria effective date in Report Request.50: a.4x: Effective dates for trees. All rights reserved. only in Report Request 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 . c. f. d. e.Tree Effective Date Criteria In PeopleTools 8.New “Override Tree As Of Date If Specified in Layout” in PIA Report Request page. Copyright © 2007 Oracle.Effective dates for trees in Criteria Definition and Report Request. 37 .New “Override Layout“check-box added in “PeopleSoft nVision Report Request” dialog. b.

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

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

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

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

11/12/2009 PS/nVision Reporting Tool Chapter 11 . A. One can run PS/nVision in 2-tier client as well in Web environment.exe manually on this workstation. Before start working on any PS/nVision issue.There could be a network issue. so the first question should be: 1. All rights reserved. Please refer Resolution # 200978054 (Doc ID 640433.exe or Excel. 2. In this case.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.exe is not registered properly on this workstation. 4. as the issue could be that the Excel is not registered properly. a.If the problem persists.com) to fix registry issues.Please check if users are running on certified PeopleTools/Excel/Workstation O/S combination. If not. b. For pin pointing the exact reason behind any issue. please kill them. 42 . Please refer Resolution # 687760 (Doc ID 609003.1) that is available in customer connection.Troubleshooting Tips Here are some guidelines to troubleshoot/pinpoint the exact root causes of any specific problems for PS/nVision in different scenarios. it is necessary that one should know about the exact issue and exact configuration of PeopleSoft environment. 3. please BE on certified combination.If the problem persists the issue could be that PSNVS.Also.Please check all the Directory locations under PS/nVision tab in Configuration manager are put correctly. 2. 5.If the problem persists.Check if Users are on certified combinations.sysinternals. 1.1) that gives users correct idea how to perform Workstation Installation correctly.One can try with “Workstation Installation”. please try un-installing Excel on this workstation and then re-install it. It suggests to Use Regmon (www. Inc. there are certain points/guidelines. one finds that this is the main reason behind the issue.Please check Users are purring correct PS-HOME and DBBIN path under Process Scheduler tabs in Configuration manager.exe in Task Manager> Processes. Copyright © 2007 Oracle. This will help in understanding the main cause behind the issue and trouble-shooting it. 2. In many of the cases. verify whether this issue is happening with all the workstations or with certain workstations. One can verify with Customer Connection whether Users are on certified combination or not.Please check if the issue is appearing in 2-tier client environment or in Web environment? Troubleshooting steps (for 2-tier): 1. please ask customer to register PSNVS. the issue could be with the registry of this workstation. If there is any. 3. which one should always check. 6. Besides that one can check the below points.If this issue is with certain workstations: 1. please check if there is any orphaned PSNVS.If this issue is happening only in 2-tier.Please check if this issue is happening in 2-tier environment only or in Web environment or in both the environments.

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

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

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

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

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

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

1): "PS/nVision: Getting error when trying to access Report Request in 8. All rights reserved.cpp:2048” on Windows 2008 Copyright © 2007 Oracle. Report Books Intermittently error out 200778054 (Doc ID 624427.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8. Inc.1): E-NV: "Access Denied.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499.44" 200770135 (Doc ID 622973.1): E-NV: Ability to save a copy of PS/nVision to file when run to email. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253. web 201066688 (Doc ID 661373.44 200949219 (Doc ID 635485.07 onwards Doc ID 815983.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188.1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310.1: E-NV: “Excel Interface Exception.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397. printer.1): E-NV PT 8.49.47 PS/nVision Report Requests.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627.1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158. E:\pt84918b-retail\peopletools\src\psnxl\gridapp. 49 .1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847.1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174.

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. Inc. CUSTOMER VALIDATION PeopleSoft is working with PeopleSoft customers to get feedback and validation on this document. Copyright © 2007 Oracle. 50 .

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

including implied warranties and conditions of merchantability or fitness for a particular purpose. for any purpose. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates.S. JD Edwards. PeopleSoft. This document is not warranted to be error-free. Inc.506. Copyright © 2007 Oracle.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. Worldwide Inquiries: Phone: +1.650. All rights reserved. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. 52 . whether expressed orally or implied in law.506. Oracle.com Copyright © 2006.7000 Fax: +1. All rights reserved.A. without our prior written permission. This document is provided for information purposes only and the contents hereof are subject to change without notice. Other names may be trademarks of their respective owners. This document may not be reproduced or transmitted in any form or by any means. CA 94065 U.650.7200 oracle. Oracle. electronic or mechanical. nor subject to any other warranties or conditions.

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