XML Publisher for PeopleSoft Enterprise

Objective

y Increase awareness of additional reporting tools in

PeopleSoft y Demonstrate the ease of creation and Maintenance of reports created in XML Publisher y Detail additional enhancements not available in standard query and Crystal Reports

Agenda
y XML Publisher overview.
What is it and Where is it? y How does it compare with SQR, Crystal? y How is it structured?
y

y Basic Reporting.
How to create XMLP Report using RTF Template? y How to create XMLP Report using PDF Template?
y

y Administration
Global engine settings. y Security.
y

y Advanced Reporting
Using People Code XML Publisher Classes. y Using other data sources (Rowset, XML File, XML Doc) y ToolKit Report Explanation
y

XML Publisher y Released in PeopleTools 8. y Template based reporting tool. y Can create report templates using Windows applications like Microsoft Word.RTF. .48. y Generate multiple reports in many formats like PDF. y Standalone Java based technology that streamlines report generation. Adobe Acrobat.HTML and EXCEL etc. separating data extraction from report layout.

Data Source Report Output XML Publisher Report Layout .y Data source or data extraction is separated from Report Overview Layout which provides the ability to use Windows based applications for defining report template.

XML do Word. Lis. owse . f.XML Publisher . XML file. pf Cr s al file Cr s al file Medium Pdf. f. H ml.XL SQR Unix. NT Quer . H ml.Comparison Criteria Compa ibili a a our e XMLP Unix. H ml. P F files a abase Eas Pdf. NT Code Crystal NT Quer epor esign epor efini ion epor Forma ing epor u pu Code Q File Hard Pdf.XL .

Structure of XML Publisher
y There are different phases in developing a XML

Publisher report:
y Setting Up XML Publisher. y Creating and registering data sources. y Creating Report templates. y Defining Report definitions. y Running the XML Publisher reports.

Agenda
y XML Publisher overview.
What is it and Where is it? y How does it compare with SQR, Crystal? y How is it structured?
y

y Basic Reporting.
How to create XMLP Report using RTF Template? y How to create XMLP Report using PDF Template?
y

y Administration
Global engine settings. y Security.
y

y Advanced Reporting
Using PeopleCode XML Publisher Classes. y Using other data sources (Rowset, XML Doc, XML File)
y

Creating an XMLP Report Using Query y Steps involved in creating a XML Publisher report

using PS Query:
y Create a query. y Create a data source. y Create a report template. y Create a report definition. y Running, viewing and testing the report.

Creatin a Create a ne query usin uery ata source uery uery Mana er an use it as a PS avi ation: Reportin ools > uery > uery Mana er .

Creating a Data Source Navi ation: Reportin ools > XML Publisher > Data Source .

Creatin a Data Source .

Creating a Data Source Click on the RP_ MPLOY S_DS XML an save it or the ne t step ill be use to create a R report template he ile .

Navi ation: Reportin ools >XML Publisher > Setup Desi n elper . y For PDF templates a Javascript is embedded into the template itself after uploading it to PeopleTools.Setup Design Helper y Design Helper is used by the developer to create report templates. y The plug-in provided is for Microsoft Word to do offline RTF template design.

. y The new tool bar can be used to create RTF templates to be used in creating report definitions.Creating a Report Template y The plug-in that was installed in the previous step creates a new tool bar menu in Microsoft Word.

Creating a Report Template Click on Loa XML Data Select the ile that as save a ter creatin a ata source .

Creating a Report Template Click on the ile that as save a ter creatin the ata source an select Open he messa e ³Data loa e success ully´ appears No the report template can be create by insertin ata iel ta s .

Creating a Report Template y Design your template in RTF format and insert the data field tags into the template. . y Click on Insert\Field to insert the data field tags.

y Click on the field in the list shown and click Insert to insert the tag.Creating a Report Template y The Field creator dialog box will appear. . y Repeat the procedure for all the fields you want to insert in your template. y Place your cursor where you want to insert your data field tag.

Creating a Report Template y Data field tags can be edited using Field browser dialog box. y Tags are also used to perform looping in a report. . y Looping tags are created automatically when we use Table/Form tool.

Creating a Report Template Previe the report by clickin ³Previe ´ on Microso t emplate Buil er tool bar menu an select the ormat Previe uses only sample ata or he .

Creating a Report Definition Navi ation: Reportin ools > XML Publisher > Report De inition .

Creating a Report Definition .Definition .

Creating a Report Definition . .Template y At least one template should be associated with a report definition for it to be saved. y Only one default template is allowed but a report definition can have multiple report templates.

Creating a Report Definition .Output The output options ill etermine hat output type an output ormat prompts ill be available on Process Sche uler Request uery Report Vie er or query base reports pa e an .

Security The Security pa e is use to set up ho can vie ebposte output in the Report Mana er repository an throu h the XML Publisher Report Repository Search pa e .Creating a Report Definition .

Creating a Report Definition . y Different templates can be assigned based on the data value of Burst by field. .Bursting y Used for generation of a templated report layout many times for multiple like sets of data.

Viewing Reports y Query report viewer is used to view query based reports. y . Navigation: Reporting Tools > XML Publisher > Query Report Viewer. y Navigation: Reporting Tools > XML Publisher > Query Report Scheduler.Running. y Query Report scheduler needs to be used for reports with bursting as the reports are generated based on a field value.

Query Report Scheduler .Running\Viewing Reports .

y Navigation: Reporting Tools > Report Manager .Running. y Click on the link to view the report or go to the report repository to view it.Report Manager y Report manager gives the list of reports generated and posted in the report repository. Viewing Reports .

y Security. XML File) y . XML Doc. Crystal? y How is it structured? y y Basic Reporting. y Using other data sources (Rowset. How to create XMLP Report using RTF Template? y How to create XMLP Report using PDF Template? y y Administration Global engine settings. y y Advanced Reporting Using PeopleCode XML Publisher Classes. What is it and Where is it? y How does it compare with SQR.Agenda y XML Publisher overview.

PDF Template ‡XML Publisher supports A obe Acrobat 5 0 (PD speci ication version 1 4) only ‡Make sure you save your ile as A obe Acrobat 5 0 compatible or compatibility issues ill be create hile creatin a report e inition ‡If you are usin A obe Acrobat Professional 6 0 (or later) use the Reduce File Size Option (from the Document menu) to save your file as A obe Acrobat 5 0 compatible .Creating a XML Publisher Report .

Creating a XML Publisher Report .PDF Template ‡Form fiel s nee to be create that ill isplay ata from the input XML file ‡Use the Forms toolbar to create placehol ers usin the Te t fiel tool as sho n ‡A pop-up is enerate after you create the placehol er .

y Placeholder name should not contain . If same name is used no mapping is required.Creating XML Publisher Report ± PDF Template y Enter a name for the placeholder in Text field property. y If different names are used. map the template field to the data source field during report definition creation. character. . Enter either the XML source field name or a different name.

PDF Template y Create placeholders for all the fields and name them accordingly.Creating XML Publisher Report . . y Save the file which will be used as a template in creating the report definition.

y Template type is PDF and rest of the report properties are same as for RTF template. . Same data source that was used for RTF template is used here.Creating XML Publisher Report .PDF Template y Create a report definition using PS query as the data source.

only the RTF template needs to be uploaded. y Upload the PDF template file that was created by Clicking on Upload button.PDF Template y Two files that need to be uploaded in Template files section where as for RTF template. .Creating XML Publisher Report .

PDF Template y Click Generate . .Creating XML Publisher Report . y Save the PDF file generated for mapping.

y Map the field by selecting the field on the java script window and Click Select .Creating XML Publisher Report .PDF Template y A Java script window is embedded into template file. . y Click on the field and a pop-up appears with all fields in the data source.

y Save the file which has to be uploaded in Template files section as Map file .Creating XML Publisher Report . .PDF Template y Map all the fields by clicking on each field and mapping it to the respective fields in Java script window.

Creating XML Publisher Report .PDF Template Save the Report efinition after the map file is uploa e .

Running. Viewing Reports ‡Use the uery report vie er to vie Report´ link to vie the report the report in PDF format ‡Click on the ³Vie ‡Report efinitions format enerate ith PDF template can have reports only in PDF .

y Security. y Using other data sources (Rowset. y Advanced Reporting y Using PeopleCode XML Publisher Classes. XML File) y . y How to create XMLP Report using RTF Template? y How to create XMLP Report using PDF Template? y Administration y Global engine settings. What is it and Where is it? y How does it compare with SQR. XML Doc. Crystal? y How is it structured? y Basic Reporting.Agenda y XML Publisher overview.

Administration ± Global Engine Settings y XML Publisher Global engine settings are defined in xdo. . y Default template font at design time can be set in this file.cfg file. y File is located in $PSHOME/ appserver directory and it defines the location of the CACHE directory. By default system-temp-dir property is set to CACHE.

Users assigned to this role have access to all XML Publisher components including the bursting setup in Report definition. .Security y XML Publisher access is controlled by permission lists and role assignment. y XMLP Power User role (PTPT 2500) is for power users and gives access to query data sources and ad hoc reporting capabilities. y XMLP Report Developer role (PTPT 2600) is for report developers.XML Publisher .

XML Publisher . y Viewing Reports: Security for viewing the reports is controlled by both the Distribution ID field on the Report Definition. Bursting page using views. Report category defines who can view and edit XML Publisher report definitions.Security y XML Publisher Security involves three categories: Defining Reports: Query security determines which queries the users have access to use and create reports. Additional viewing security can also be defined for bursted reports on the Report Definition. Security page. y Running Reports: Application security and Process Scheduler security determine who can run reports. y . XML Publisher does not provide additional security beyond what PeopleSoft currently provides.

Navi ation: Reportin Tools > XML Publisher > Setup > Report Cate ory .XML Publisher .Security y Report category is required attribute on all report definitions and it applies row level security to the data on those components.

Crystal? y How is it structured? y y Basic Reporting. y Using other data sources (Rowset. y Security. XML File) y . What is it and Where is it? y How does it compare with SQR.Agenda y XML Publisher overview. How to create XMLP Report using RTF Template? y How to create XMLP Report using PDF Template? y y Administration Global engine settings. XML Doc. y y Advanced Reporting Using PeopleCode XML Publisher Classes.

y Methods in PSXP_XMLGEN application package can be used to generate the XML and XSD files.Creating XML Publisher Report .Rowset Data Source y The files required for Data source registration were generated using Application Engine. .

Rowset Data Source .Creating XML Publisher Report .

Creating XML Publisher Report .Rowset Data Source Files enerate usin the Application n ine shoul be uploa e in the ata source .

Rowset Data Source .Creating XML Publisher Report .

Rowset Data Source .Creating XML Publisher Report .

Rowset Data Source ‡After creatin the report efinition report can be enerate usin online PeopleCo e or application en ine process .Creating a XML Publisher Report .

Creating a XML Publisher Report .Rowset Data Source .

Navigation: PeopleTools > Process Scheduler > Processes .Creating a XML Publisher Report .Rowset Data Source y Create a application engine process to run the report.

Creating a XML Publisher Report .Rowset Data Source ‡ Run the report usin the Request A tool Navi ation: PeopleTools > Application n ine > Request A .

Creating a XML Publisher Report .Rowset Data Source y Check the process monitor to see whether the requested application engine has successfully run or not. Navigation: PeopleTools > Process Scheduler > Process Monitor .

Rowset Data Source y Report manager gives the list of reports generated and posted in the report repository.Creating XML Publisher Report . . y Click on the link to view the report or go to the report repository to view it. Navigation: Reporting Tools > Report Manager.

Creating a XML Publisher Report ± XML File Data Source .

y File was uploaded into XML File type data source. .Creating a XML Publisher Report ± XML File Data Source y Sample data file was created using combination of Application engine and File layout.

Creating a XML Publisher Report ± XML File Data Source ‡ A report efinition as create usin the XML File ata source ‡ A RTF template as create an assi ne to this efinition .

Creating a XML Publisher Report ± XML File Data Source .

. y Check the process monitor to see whether the requested application engine has successfully run or not. y Run the report using the Request AE tool.Creating a XML Publisher Report ± XML File Data Source y Create a application engine process to run the report. y Check the Report Manager and click on the report to view it.

y Create the Data source y Create the Template y Create a Driving program which is Application Engine Program to do all the validations. . y Publish report output through XMLP y Use bursting feature to break the Report on State.Toolkit Report y Toolkit Report. XML file based report.

Agenda XML Publisher overvie  hat is it an here is it?  o oes it compare ith S R Crystal?  o is it structure ? Basic Reportin  o to create XMLP Report usin RTF Template?  o to create XMLP Report usin PDF Template? A ministration Global en ine settin s Security A vance Reportin Usin PeopleCo e XML Publisher Classes Usin other ata sources ( Ro set XML Doc XML File) .

Questions ? .

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