PSFT_BIPublisher_v1

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<Insert Picture Here>

Implementing Oracle XML Publisher for PeopleSoft EnterpriseFlorian Schouten Christine VargasProduct Strategy Director Sr. Principal Application Consultant

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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for O racle’s products remain at the sole discretion of Oracle.


Agenda

• XML Publisher• PeopleTools Integration• Product Demonstration• Questions

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Agenda

• XML PublisherClassic Reporting Tools IssuesXML Publisher Concept

• PeopleTools Integration• Product Demonstration• Questions

Data Logic Layout

Translation

Report file

Classic Reporting Tools Issues

High development costHigh customization costDifficult upgrade

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• 1 data set : 10 layouts : 30 languages >> 300 reports• Requires highly-skilled engineers for customization

Classic Reporting Tools Issues

Enterprise Apps: 10,000+ RPT files

Using Classic Reporting Tools

Must be same geometry,font, margin size, etc.

Report Requirements

Report files Report Output

Iterate to mimic report requirements

ProfessionalReport Designer

Business User

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XML Publisher Concept

Separate data / layout / UI translation

Reportoutput

FlexibilityReduced maintenance

Data Logic

Layout

TranslationXML Publisher

Payment Data

Controller

CEO

Banking

XML

EFT

B2B

XML

Extract Once – Publish Multiple Times

Government

EFT

Excel

HTML

PDF

XML Publisher

Different templatesfor different output formats

XSL

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HR Data

Government Forms

Government

PDFXML Publisher

Download PDF forms from Gov. Web SiteSend back the exact form filled with data


Agenda

• XML Publisher• PeopleTools Integration

IntroductionDelivered Application ContentFunctionality OverviewAdditional TopicsImplementation Tips

• Product Demonstration• Questions

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PROTECT Your Existing Investment

EXTEND the Value of Your Applications

EVOLVE You to the Next-Generation

Oracle Applications StrategyS im ply P ut…

Customer Benefits of XML Publisher Integration

EXTEND value of PeopleSoft Enterprise applications Allow business users to rapidly create rich production reportsEmpower business users to leverage application data to create

correspondence using standard desktop toolsEnable government form templates to be downloaded and published

with application data

EVOLVE by introducing Fusion Middleware technologyOpen-standards based, including Java, XML, XSL-FO, XLIFFLow TCO by leveraging existing PeopleTools reporting infrastructureUses existing PeopleSoft End User License AgreementAvailable as Tools-only upgrade from Tools 8.4x

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Delivered Application Content

Templates(examples)

XML PublisherPeopleSoft

Enterprise R9

CRM

ESA

FMS

HCM

SCM

Output FormatsData Sources

Any XMLData Source

PDFRTF

Business User

PublishingEngine

XML

•Email•Printer•Fax

HTMLXML

Letters

FundTransfers

OnlinePaychecks

OrderConfirmations

Bills GovernmentGrant Forms

Destination

EDIExcel

Note: Delivered XML Publisher content does not replace any existing reports, incl. Crystal, nVision or SQR

Usage of XML Publisher in Enterprise 9Enable Business Users to Format and Deliver Documents and Reports

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FMS, ESA & SCM 9

• General Ledger• XML Publisher as alternative to Crystal for reports containing

chartfields• No report customization required after chart of account

configuration (unlike Crystal)• Grants

• Generate and print the SF 424 R&R family of forms• Billing

• XML Publisher as third print option for invoices• 2 Templates to facilitate creation of invoices

• Others• Treasury, Contracts, Payables

FMS, ESA & SCM 9

• General Ledger• XML Publisher as alternative to Crystal for reports containing

chartfields• No report customization required after chart of account

configuration (unlike Crystal)• Grants

• Generate and print the SF 424 R&R family of forms• Billing

• XML Publisher as third print option for invoices• 2 Templates to facilitate creation of invoices

• Others• Treasury, Contracts, Payables

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CRM 9Improvements to Correspondence Management

Use of XML Publisher for merge of correspondence management and generation of PDF documents

Benefits:• Choice in how to deploy the merge

• Synchronously on the application server, or• Asynchronously (batch) using process scheduler

• Improved scalability and performance of mass merge• Ability to preview correspondence• Improved ability to create correspondence letter templates• No additional hardware required

• XML Publisher replaces Adobe Acrobat Writer• XSLT replaces Microsoft merge architecture

HCM 9 (Planned)Common Document Generation Solution using XML Publisher

S upporting the organization’s needs to rapidly extract, configure and format data in a variety of manners.Used throughout the PeopleSoft Enterprise HCM

suiteExamples:• ePay:

• Expanded self-service to include year-end forms (like W-2)• Improved View Paycheck functionality

• Printing performance document• Offer letter generation

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HCM 9 (Planned)Common Document Generation Solution using XML Publisher

S upporting the organization’s needs to rapidly extract, configure and format data in a variety of manners.Used throughout the PeopleSoft Enterprise HCM

suiteExamples:• ePay:

• Expanded self-service to include year-end forms (like W-2)• Improved View Paycheck functionality

• Printing performance document• Offer letter generation


Functionality Overview

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PeopleTools Integrated Solution

Data Template

XML Publisher Engine

DataSourceManager

PS Query

PeopleCode Rowset or XML Doc

TemplateManager

ProcessScheduler

Report EFT XML

Report Manager E-CommerceE-Mail Printer

Word withPlug-In

Acrobat

* Delivery option requires coding

* *

XMLP Application Packages

PSXP_RPTDEFNMANAGERReport Definition Manager APIs

XMLP EngineJava APIs

PSXP_ENGINEEngine APIs

ReportDefn App Class

Java Wrapper

TemplateDefnApp Class

DatasourceDefnApp Class

ReportDefnManaged Object APIs

TemplateManaged Object APIs

DatasourceManaged Object APIs

PSXP_XMLGENHelper APIs

XMLPManagerApp Class

PSXP_REPORTMGRReport Manager Search APIs

SearchAttributeApp Class

ReportApp Class

ReportManagerApp Class

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Simple Process Flow

Register Data

SourceDefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish

Create Template(Offline)

Register Data Source

• Make a data source available for use in XML Publisher• Supported data source types:

• PS Query• Rowset• XML File• XMLDoc object

• Supports generating related files for use in offline template design:• Sample Data File for preview runs• Schema File for field mapping in template

Register Data

SourceDefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


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Create Template (Offline)

• Download the schema file and sample data file from the data source that will supply the application specific values

• In Word:• Create a report or document in Word; save as RTF• Insert tags from downloaded schema file into RTF template form fields • Use offline preview feature to test output and tweak

• In Adobe Standard:• Download a PDF-based form from government agency• Map tags from downloaded schema file into PDF form template

Register Data

SourceDefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


Define XML Publisher ReportRegister

Data Source

DefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


• Report object links a data source with one or more templates• Additional report properties:

• Ability to enable/disable specific output formats and set a default• Define report viewer security• Preview report using sample data• Define bursting rules• Set up translations

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Generating and publishing the reportRegister

Data Source

DefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


• Select report output format and run the publish process• Publishing options:

• Real-time publishing and viewing using Query Report Viewer (for individual query-based reports)

• Batch publishing using Process Scheduler• Publish programmatically from application code

• Published reports are stored in Report Manager


Additional TopicsBurstingTranslationReport Manager Enhanced SearchContent Library

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Bursting – Create Separate Report Files

<PayChecks><PayCheck>

<EmpId>1000</Empld><DeptId>01</DeptId><Salary>1000</Salary>

</PayCheck><PayCheck>


</PayCheck><PayCheck>


</PayCheck></PayChecks>

EmplD: 1000 EmplD: 1001 EmplD: 1002

Bursting by Empld

DeptId: 02

Bursting by Deptld

DeptId: 01

EmpId:10001001

EmpId:1002

Register Data

SourceDefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


BurstingOptional Features

• Ability to conditionally assign template at runtime• E.g. Use W2 for US employees and T4 for Canadian employees• E.g. Use a special layout for reports in Japanese

• R eport file security assigned at runtim e per application’s existing row level security data

• Set up additional search keys to easily find reports later• E.g. employee id, last name as search keys for department salary

report

Register Data

SourceDefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


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Adding Translations

Translation Process:1. Labels are extracted from the template and saved in XLIFF format2. Download XLIFF file3. Have translation service translate XLIFF4. Upload translation and associate with report templateExample:

Register Data

SourceDefineReport

AddBursting

(advanced)

AddTranslation

(advanced)Publish


Report Manager – Enhanced Search

• Report search by metadata and bursting criteria• Reports secured for a user or role

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Content Library• Repository for sub-templates

• Reusable pieces that can be included in primary templates • Either text or image• Common use cases: page header, footer, legal clause or company logo

• Syntax in primary template:• <?import:psxmlp://SUBTEMPLATE?>• <?call-tem plate:”header”?>

• Content in a sub-templateis translatable


Implementation Tips

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Implementation TipsWhen to Use XML Publisher

XML Publisher provides alternative to:1. Crystal Reports

• Close to XML Publisher in functionality• Consider using XMLP instead of Crystal for new reports (where

report developer skill set allows)• No Windows dependency (unlike Crystal Reports)

2. nVision• Consider XML Publisher instead of nVision tabular layouts• Excel is supported as output type

3. SQR• Using Application Engine for data logic and XML Publisher for

publishing• Take advantage of native bursting capabilities

Implementation TipsData Generation

• Design your data source structure to be as close as possible to report template structure• Improves runtime performance by preventing unnecessary XSL

transformations• Important for reports with complex data structures and very large file

sizes• Design with bursting in mind

• Use of bursting reduces memory usage and improves performance through split processing

• Different source types have different characteristics• XML file is the preferred source type for large reports (e.g. paychecks)

• Rowset and XMLDoc data sources have performance/memory limitations

• Use PS Query as source where possible for individual reports• Metadata-driven, easiest to maintain• Empower business users for self service

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Implementation Tips Template Design “U se the right tool for the right job”

RTF template PDF template

When toUse?

Recommended as the defaulttemplate choice (even for PDF output!)

Mainly for use with existing PDF templates, like government forms

Processing Fast: All output rendered at runtime. Fastest, most scalable RTF rendering engine in industry

Faster: Pre-rendered form filled with data at runtime

Complexity Supported

•Support for complex mapping using XPath•Support for charts, dynamic tables, conditional formats, running totals, conditional sections•Supports pure XSL elements

Static nature of PDF means limited complexity supported in both mapping and layout


Agenda


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Agenda


For More Information

http://search.oracle.com

XML Publisher

Links:XML Publisher Homepage on OTN

XML Publisher Documentation on OTN

PeopleBooks Documentation on OTN

Related Sessions:S282881, S282878 - PeopleSoft Enterprise Tools & Technology X-Treme Weekend

S282284 - Better Enterprise Reporting with Oracle Business Intelligence Publisher

S281400 - Oracle XML Publisher: Enterprise Reporting & Delivery Platform

S281401 - Customer Case Study: XML Publisher Live with all the Bells and Whistles

Plus sessions covering XML Publisher application content in EBS, PSFT, JDE

http://www.oracle.com/technology/products/xml-publisher

http://www.oracle.com/technology/products/xml-publisher/xmlpdocs.html

http://www.oracle.com/technology/documentation/psftent.html

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