XML Publisher

XML Publisher for PeopleSoft Enterprise

Objective

Increase awareness of additional reporting tools in PeopleSoft

Demonstrate the ease of creation and Maintenance of reports created in XML Publisher

Detail additional enhancements not available in standard query and Crystal Reports

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

Basic Reporting. How to create XMLP Report using RTF

Template? How to create XMLP Report using PDF

Template?Administration

Global engine settings.Security.

Advanced ReportingUsing People Code XML Publisher

Classes.Using other data sources (Rowset, XML

File, XML Doc)ToolKit Report Explanation

Agenda

XML PublisherReleased in PeopleTools 8.48. Standalone Java based technology that

streamlines report generation.Template based reporting tool, separating

data extraction from report layout. Can create report templates using Windows

applications like Microsoft Word, Adobe Acrobat.

Generate multiple reports in many formats like PDF,RTF,HTML and EXCEL etc.

Data Source

Report Layout

XML PublisherReportOutput

Overview

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

XML Publisher - Comparison

Criteria XMLP SQR CrystalCompatibility Unix, NT Unix, NT NT Data Source Query, Rowset,

XML file, XML doc

Code Query

Report Design Word, PDF files Code Crystal file Report Definition Database SQR File Crystal file Report Formatting Easy Hard Medium Report Output Pdf, Rtf,

Html.XLS Pdf, Html, Lis, Spf

Pdf, Rtf, Html.XLS

Structure of XML Publisher

There are different phases in developing a XML Publisher report:Setting Up XML Publisher.Creating and registering data sources.Creating Report templates.Defining Report definitions.Running the XML Publisher reports.


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

AdministrationGlobal engine settings.Security.

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

Agenda

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

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

Creating a Query

Navigation: Reporting Tools > Query > Query Manager

Create a new query using Query Manager and use it as a PS Query data source.

Creating a Data Source

Navigation: Reporting Tools > XML Publisher > Data Source



Click on the ERP_EMPLOYEES_DS.XML and save it for the next step. The file will be used to create a RTF report template.

Navigation: Reporting Tools >XML Publisher > Setup, Design Helper

Setup Design Helper

Design Helper is used by the developer to create report templates.

The plug-in provided is for Microsoft Word to do offline RTF template design.

For PDF templates a Javascript is embedded into the template itself after uploading it to PeopleTools.

Creating a Report Template

The plug-in that was installed in the previous step creates a new tool bar menu in Microsoft Word.

The new tool bar can be used to create RTF templates to be used in creating report definitions.


Click on Load XML Data

Select the file that was saved after creating a data source


Click on the file that was saved after creating the data source and select Open. The message “Data loaded successfully” appears. Now the report template can be created by inserting data field tags.


Design your template in RTF format and insert the data field tags into the template.

Click on “Insert\Field” to insert the data field tags.


The Field creator dialog box will appear.

Place your cursor where you want to insert your data field tag.

Click on the field in the list shown and click “Insert” to insert the tag.

Repeat the procedure for all the fields you want to insert in your template.


Data field tags can be edited using Field browser dialog box.Tags are also used to perform looping in a report.Looping tags are created automatically when we use

“Table/Form” tool.


Preview the report by clicking “Preview” on Microsoft Word Template Builder tool bar menu and select the format. The Preview uses only sample data.

Creating a Report Definition

Navigation: Reporting Tools > XML Publisher > Report Definition

Creating a Report Definition - Definition

Creating a Report Definition - Template

At least one template should be associated with a report definition for it to be saved.

Only one default template is allowed but a report definition can have multiple report templates.

Creating a Report Definition - Output

The output options will determine what output type and output format prompts will be available on Process Scheduler Request page and Query Report Viewer for query based reports.

Creating a Report Definition - Security

The Security page is used to set up who can view web-posted output in the Report Manager repository and through the XML Publisher Report Repository Search page.

Creating a Report Definition - Bursting

Used for generation of a templated report layout many times for multiple like sets of data.

Different templates can be assigned based on the data value of “Burst by” field.

Running, Viewing Reports

Query report viewer is used to view query based reports.Navigation: Reporting Tools > XML Publisher > Query

Report Viewer.Query Report scheduler needs to be used for reports with

bursting as the reports are generated based on a field value.Navigation: Reporting Tools > XML Publisher > Query

Report Scheduler.

Running\Viewing Reports - Query Report Scheduler

Running, Viewing Reports - Report Manager

Report manager gives the list of reports generated and posted in the report repository.

Click on the link to view the report or go to the report repository to view it.

Navigation: Reporting Tools > Report Manager





Agenda

Creating a XML Publisher Report - PDF Template

•XML Publisher supports Adobe Acrobat 5.0 (PDF specification version 1.4) only.

•Make sure you save your file as Adobe Acrobat 5.0 compatible or compatibility issues will be created while creating a report definition.

•If you are using Adobe Acrobat Professional 6.0 (or later), use the Reduce File Size Option (from the Document menu) to save your file as Adobe Acrobat 5.0 compatible.

•Form fields need to be created that will display data from the input XML file.

•Use the Forms toolbar to create placeholders using the Text field tool as shown.

•A pop-up is generated after you create the placeholder.

Creating a XML Publisher Report - PDF Template

Creating XML Publisher Report – PDF Template

Enter a name for the placeholder in Text field property. Enter either the XML source field name or a different name.

Placeholder name should not contain “.” character. If different names are used, map the template field to the

data source field during report definition creation. If same name is used no mapping is required.

Creating XML Publisher Report - PDF Template

Create placeholders for all the fields and name them accordingly.

Save the file which will be used as a template in creating the report definition.


Create a report definition using PS query as the data source. Same data source that was used for RTF template is used here.

Template type is PDF and rest of the report properties are same as for RTF template.


Two files that need to be uploaded in Template files section where as for RTF template, only the RTF template needs to be uploaded.

Upload the PDF template file that was created by Clicking on “Upload” button.

Click “Generate”.Save the PDF file

generated for mapping.



A Java script window is embedded into template file.

Click on the field and a pop-up appears with all fields in the data source,

Map the field by selecting the field on the java script window and Click “Select”.


Map all the fields by clicking on each field and mapping it to the respective fields in Java script window.

Save the file which has to be uploaded in Template files section as “Map file”.

Save the Report definition after the map file is uploaded.


Running, Viewing Reports

•Use the Query report viewer to view the report.

•Click on the “View Report” link to view the report in PDF format.

•Report definitions with PDF template can have reports only in PDF format generated.

Agenda





Administration – Global Engine Settings

XML Publisher Global engine settings are defined in xdo.cfg file.

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.

Default template font at design time can be set in this file.

XML Publisher - Security

XML Publisher access is controlled by permission lists and role assignment.

XMLP Report Developer role (PTPT 2600) is for report developers. Users assigned to this role have access to all XML Publisher components including the bursting setup in Report definition.

XMLP Power User role (PTPT 2500) is for power users and gives access to query data sources and ad hoc reporting capabilities.


XML Publisher Security involves three categories:Defining Reports: Query security determines which

queries the users have access to use and create reports. Report category defines who can view and edit XML Publisher report definitions.

Running Reports: Application security and Process Scheduler security determine who can run reports. XML Publisher does not provide additional security beyond what PeopleSoft currently provides.

Viewing Reports: Security for viewing the reports is controlled by both the Distribution ID field on the Report Definition, Security page. Additional viewing security can also be defined for bursted reports on the Report Definition, Bursting page using views.

Navigation: Reporting Tools > XML Publisher > Setup > Report Category


Report category is required attribute on all report definitions and it applies row level security to the data on those components.

Agenda





Creating XML Publisher Report - Rowset Data Source

The files required for Data source registration were generated using Application Engine.

Methods in PSXP_XMLGEN application package can be used to generate the XML and XSD files.


Files generated using the Application Engine should be uploaded in the data source.




•After creating the report definition, report can be generated using online PeopleCode or application engine process.

Creating a XML Publisher Report - Rowset Data Source



Create a application engine process to run the report.Navigation: PeopleTools > Process Scheduler > Processes

• Run the report using the Request AE tool.

Navigation: PeopleTools > Application Engine > Request AE



Check the process monitor to see whether the requested application engine has successfully run or not.Navigation: PeopleTools > Process Scheduler > Process

Monitor


Report manager gives the list of reports generated and posted in the report repository.

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


Sample data file was created using combination of Application engine and File layout.

File was uploaded into XML File type data source.

• A report definition was created using the XML File data source.

• A RTF template was created and assigned to this definition.




Create a application engine process to run the report.Run the report using the Request AE tool.Check the process monitor to see whether the

requested application engine has successfully run or not.

Check the Report Manager and click on the report to view it.

Toolkit ReportToolkit Report. XML file based report. Create the Data sourceCreate the TemplateCreate a Driving program which is

Application Engine Program to do all the validations.

Publish report output through XMLPUse bursting feature to break the Report on

State.




Advanced Reporting

Using PeopleCode XML Publisher Classes.

Using other data sources ( Rowset, XML Doc, XML File).

Agenda

Questions ?

Date post:	23-Nov-2014
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XML Publisher

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