XML Publisher guide

7/22/2019 XML Publisher guide

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Putting Customer First

PeopleSoftPeopleSoft

XML PublisherXML Publisher


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SOA ITPutting Customer First

Highlights

Introduction

XML Publisher

Template Creation

Report CreationSummary


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What is a Markup Language?

Introduction

markup languageis an artificial languageusing a set o! annotations to

te"t that gi#e instructions regarding the structure o! te"t or ho$ it is to be

displayed% Markup languages ha#e been in use !or centuries& and in recent

years ha#e also been used in computer typesetting and $ord'processing

systems%

$ell'kno$n e"ample o! a markup language in use today in computing is

(yper Te"t Markup Language )(TML*& one o! the most used in the

World Wide Web%

Ex.


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XML Publisher !or PeopleSo!t +nterprise is a template-based

reporting solutionthat separates the data e"traction process

!rom the report layout and allo$s the reuse o! e"tracted

application data into multiple report layouts%

/hat Is XML Publisher


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*racle XML Publisher

,racle has de#eloped a standalone -a#a'based reporting

technology called XML Publisher used !or streamlined

reporting and !orm generation

Primary !eature o! this product is the separation o! the .atae"traction process !rom the Report Layout

/sing a single template& reports can be generate in many

output !ormats like %pd!& %rt!& %"ls& %html etc%


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XML Publisher


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To create a template& Template design helpers need to be used%

These are a#ailable in the !orm o! ddins to standard te"t editors likeMS Word%

To do$nload the MS Word plug'in& go to the na#igation as sho$n belo$0

,emplate +reation


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The 1Template 2uilder3 toolbar is a#ailable in MS Word a!ter do$nload%

,emplate +reation


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XML Publisher Setup in PeopleSo!t


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+reating the )ata Logic4a#igation0

;eporting ,ools ' uer= Manager '+reate >e2 uer=

5% Select the record name !rom $hich data needs to be e"tractedand Click on ?dd record

6% Select the !ields that are to be returned !rom the 7uery%

8% Incorporate all criteria and 9oins in order to arri#e at the right7uery !or the report output%

:% Sa#e the 7uery as public $ith a 4ame and .escription%

;eport +reation

XML Reports are created by separating the data e"tract !rom thereport layout% The data can be e"tracted !rom the PeopleSo!t

database using di!!erent types o! data sources like PS ;uery&

RecordSets etc%


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5% 4a#igate to Reporting Tools XML Publisher Setup .ataSource6% dd a ne$ data source $ith the same name as the PS 7uery namesa#ed in the pre#ious step

;eport +reation


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8%


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:% Sa#e the %"ml !ile generated onto to the local dri#e% This !ile $ill

be used to upload data into the template generated%


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=% To load the data into the template& go to

Template 2uilder toolbar > .ata > Load XML .ata


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% message con!irms the success!ul load o! data into the template


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@% To design the report layout !rom the menu select

Insert > TableABorm > Wiard to insert a Table into the template


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D% Select the !ields to be displayed on the report output !rom the !ield

list


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E% Sa#e the document in %rt! !ormat%


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5F% Register the Report .e!inition $ith the Report name and .ata

Source id already created


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55% +nter the data on the Report de!inition page as sho$n


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56% ,n the template tab& upload the Report template !rom the local

dri#e by clicking on the /pload button


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58% ,n the ,utput tab& speci!y the Report output !ormat type and

destination $here the output needs to be generated


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5:% ,n the Security tab& speci!y the report #ie$ers G either a speci!ic

user id or a role that $ill identi!y the list o! report #ie$ers


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5=% Setup 2ursting options in order to use the same report template

multiple times !or like sets o! data&


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5% Sa#e the Report .e!inition


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5@% In order to #ie$ the report output go to 0Reporting Tools XML Publisher ;uery Report Hie$er and choosethe report name that you 9ust created and click in the Hie$ report link


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5D% The output is generated $ith the template designed and opens in a

ne$ $indo$ as sho$n belo$0


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?bout S*?IS

S,IS is a pro#ider o! +nterprise IT and Process outsourcing solutions%Since its inception S,IS has e"panded at a tremendous pace and has

garnered customers !rom both mid'market segment and Bortune 5FF

companies% We ha#e e"perience in managing +RP applications as $ell as

in pro#iding high #alue ser#ices around packaged enterprise applications

such as PeopleSo!t and ,racle% ,ur e"perience in the business process

outsourcing area !ully e"tends our ser#ices !ootprint to pro#ide end to

end enterprise $ide solutions%

Please feel free to clarify queries or providefeedback on this presentation at

http://www.soais.com/askexpert.html

Documents

XML Publisher guide