castaneda n ppt
TRANSCRIPT
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Transform your Standard ReportsTransform your Standard Reports
GO the XML Way!GO the XML Way!PresentersPresenters
Neida E. Castaneda & Josephine L. AbelNeida E. Castaneda & Josephine L. Abel
City of West Palm BeachCity of West Palm Beach
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City of West Palm BeachCity of West Palm Beach-- ProfileProfile Established in 1894, we are a local government operating under a Strong
Mayor System
1,700 employees serve approximately 82,000 residents along the Atlantic
Intracoastal Waterway
Ranks #4 by Milken Index which measures cities with thriving economy
2005 Digital Cities Survey Winner
The City successfully implemented/upgraded Oracle Financials/HR/Payroll
- August 1999, 10.7 first time implementation
- August 2002, 11.5.5 upgrade
- October 2004, 11.5.9 upgrade
Visit us @ www.wpb.org
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PresentersPresenters Neida E. Castaneda - Senior Systems Analyst, OCP
- 8 years of Oracle experience- Lead HR/Payroll Technical and End user support
- Oracle Apps implementation team member (10.7, 11.5.5 and 11.5.9)
Josephine L. Abel - Database Administrator, OCP
- 12 years of Oracle experience, 5 in Development, 7 in e-Business Suite
- Oracle Apps implementation team member (10.7, 11.5.5 and 11.5.9)
- Technical support for e-Business suite
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AgendaAgenda What is XML Publisher?
XML Publisher Benefits
Report Transformation - Process Overview
XML Publisher Template Builder
Going the XML Way!
Tips and Tricks
Technical Requirements & Challenges
XML Publisher Latest Releases Resources
Q&A
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What is XML Publisher?What is XML Publisher?
It is a template-based publishing solution bundled with e-Business suite
XML is the acronym for eXtensible Markup Language
Designed to structure, store and send information
The collection of data continues to be handled by e-Business Suite, but usersdesign and control report outputs using template files
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XML PublisherXML Publisher-- BenefitsBenefits
Eliminate 3rd party software
Reduce support cost
Maximize technical resources
Generate jazzy and feature rich reports
Use graphs, charts, fonts, and colors
Allow different report layouts using same data source
Publish reports for online viewing
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HR & PayrollHR & Payroll
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Invoices & Dunning LettersInvoices & Dunning Letters
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Financial ReportsFinancial Reports
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Report TransformationReport TransformationProcess Overview
Design
Create layout form and markup elements
IntegrateSetup Data Definition and Template Definition
Runtime
Submit report and XML Publisher concurrent request
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DesignDesign -- LayoutLayout Determine the report or form layout such as fonts, colors, graphs and charts
Create layouts using Acrobat Writer for PDF templates or MS Word forRTF templates
Graphics
Fonts
Form Letter
Table
Colors
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DesignDesign -- MarkupMarkupSet the concurrent program to generate XML output
Run report
Change output format to XML
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DesignDesign -- MarkupMarkupXML datasource
Repeating Group
Fields
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DesignDesign -- MarkupMarkup Define markup elements to map XML datasource to the layout
Markup elements can be defined using Basic RTF or Form Field Method
Group
Placeholders
Page Break
End of Group
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IntegrateIntegrate Data DefinitionData DefinitionRegister report as a Data Definition
Use XML Publisher Administrator responsibility
Navigation Path: Home Data Definitions
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IntegrateIntegrate Data DefinitionData DefinitionData Definition Code MUST MATCH the concurrent program Short Name
Data Definition Code = Short Name
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IntegrateIntegrate Template DefinitionTemplate DefinitionRegister and upload template file
Use XML Publisher Administrator responsibility
Navigation Path: Home Templates
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IntegrateIntegrate Template DefinitionTemplate DefinitionAssociate template to Data Definition
The first template uploaded is the default template A single report can be associated to multiple templates
Data Definition
Upload Template File
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RuntimeRuntime Run the concurrent program
Run the XML Publisher Concurrent Request
Not required if patch 3435480 is applied
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Report TransformationReport Transformation -- Process OverviewProcess Overview
Process OverviewProcess Overview
DesignDesign
IntegrateIntegrate
RuntimeRuntime
LayoutLayout
MarkupMarkup
Data DefinitionData Definition
Template DefinitionTemplate Definition
Run ReportRun Report
Run XML PublisherRun XML Publisher
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XML Publisher Template BuilderXML Publisher Template BuilderWhat is Template Builder? An add-on to MS Word Simplify RTF templates development
To install Template Builder for MS Word apply45618354561835 Oracle XML Publisher Desktop Patch 5.5.0 client patch
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Data Menu Load XML Data
Allows users to select a sample XML file containing fields that can be inserted
into the template as a data source. The data source defines the XML formatthat will be merged with the RTF template
Insert Menu Field
Allows users to select fields from the data source and insert them into the
templateInsert Menu Table/Form
Allows users to insert tables or forms into the template
Preview Menu
Allows users to preview the RTF template with sample XML data. The availableoutput formats are PDF, HTML, RTF and EXCEL
Tools Menu Field Browser
Allows multiple fields to be changed/updated efficiently
XML Publisher Template BuilderXML Publisher Template Builder
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Going the XML Way!Going the XML Way!
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How ToHow To -- DesignDesignAbout the report
HR Employee Details report (hreebarg.rdf) is a custom standard report, used
by HR to generate service awards, eligibility lists and letters
Run HR Employee Details Report
Pre-
XML
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How ToHow To -- DesignDesignLayout
Use MS Word to design the layoutPlace logo, headers/footers, title, static text, etc
Logo
Header
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How ToHow To -- DesignDesignMarkup
Set output format = XML
Use System Administrator responsibilityNavigation Path: Concurrent Program Define
Set output format to XML
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How ToHow To -- DesignDesignRun HR Employee Details Report to generate XML output
Navigation Path: View Output Tools Copy File
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How ToHow To -- DesignDesignOutput displays in a browser
Save XML output file as hr_emp_detail.xml
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How ToHow To -- DesignDesignLoad the XML output (hr_emp_detail.xml)
Data Load XML Data
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How ToHow To -- DesignDesignAfter data is loaded successfully
Use Insert Table/Form to add table and fields
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How ToHow To -- DesignDesignTo Preview template
Use Preview PDF
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How ToHow To -- DesignDesignUse Insert Field to add more fields
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How ToHow To -- DesignDesignTo Preview template
Use Preview PDF
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How ToHow To -- DesignDesignUse Tools Field Browser
View/Modify XML commands in the form fields
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How ToHow To -- DesignDesignPre and Post XML Output
Pre-XML
Post-XM
L
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How ToHow To -- DesignDesignAdditional Template Features
IF-THEN-ELSE
Display a message depending on a field value
Conditional formatting of fields
CHOOSE Display a graphic depending on a field value
Group Count
Count total number of employees
Graphs
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How ToHow To -- DesignDesignDisplay a message depending on years of service
Use IFIF--THENTHEN--ELSEELSE
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How ToHow To -- DesignDesign
Yrs of Service
Conditional Message
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How ToHow To -- DesignDesignChange color attribute for years of service
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How ToHow To -- DesignDesignDisplay when employee has 15+ years of service
Use CHOOSECHOOSE
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How ToHow To -- DesignDesignDisplay the total count of employees
Use COUNTCOUNT
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How ToHow To -- DesignDesignRepresent Number of Employees vs. Years of Service graphically
Chart Type
Group by Years of Service
Count Number of Employees
Use InsertInsert ChartChart
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How ToHow To -- DesignDesignSample Template
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How ToHow To -- DesignDesignThe possibilities are endless
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How ToHow To -- IntegrateIntegrateNavigation Path: XML Publisher Administrator responsibility
Home Data Definition
NOTE:
Data Definition Code MUST MATCHthe concurrent program Short Name
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HowHow ToTo -- IntegrateIntegrateNavigation Path: XML Publisher Administrator responsibility
Home Templates
Data Definition
Upload RTF template
Specify Language
Template type = RTF
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How ToHow To -- IntegrateIntegrateTemplate Duplicate Functionality
Enter Code & Name for newtemplate definition
Query template definition
Click on Duplicate button
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How ToHow To -- IntegrateIntegrateUpload the new template file
Click on Update button
Change template file
Upload hr_emp_detail_graph.rtf
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How ToHow To -- RuntimeRuntimeRun HR Employee Details Report
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How ToHow To -- RuntimeRuntimeDefault template can be changed using Concurrent Program definition page
Navigation Path: System Administration responsibility
Concurrent Programs
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Transformation StepsTransformation Steps -- SummarySummary
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Tips & TricksTips & Tricks
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Tips and TricksTips and TricksThe Form Field Help Text is limited to 138 characters. To overcome limitation, use
the Help Key tab or add more form fields to the template.
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Handling NULLs - Suppress or not to Suppress?
Suppress Nulls
No additional coding required
E.g. Letters and Labels
Do Not Suppress Nulls
Insert blank space
E.g. Preprinted forms
Tips and TricksTips and Tricks
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XML output does not extract parameter names and their values.
As a workaround, create formula columns to return parameter values.
Formula Column (Report Builder)
Tips and TricksTips and Tricks
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Tips and TricksTips and TricksHeaders and footers do not allow placeholders.
Use BASIC RTF method to insert fields in the headers and footers
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Tips and TricksTips and TricksUse MS Word Table Property to repeat heading across pages
Missing header on Page 2
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Tips and TricksTips and TricksUse MS Word Table Property to prevent rows from breaking across pages
Row breaking across pages
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Tips and TricksTips and TricksTo utilize date format functionality, the date from the XML data source must be in
canonical format:YYYY-MM-DDThh:mm:ss+HH:MMOptional
dddd, MMMM dd, yyyy
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Tips and TricksTips and TricksUse Diagnostic button to view XML output
Navigation Path:
Standard Request Submission
Diagnostics Button
View XML
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Technical RequirementsTechnical Requirements
&&ChallengesChallenges
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PatchesPatchesClient side patch (Platform = Microsoft Windows(32-bit) Client)
4561835 Oracle XML Publisher Desktop Patch 5.5.0
Server side patches (Sun SPARC 32-bit)
3412795 XML Publisher: Patch ADSPLICE patch for XDO
3263588 Patch 11i.XDO.H
3822219 XDO/Oracle XML Publisher OA ROLLUP patch 5.0.0
3435480 Publishing Concurrent Requests with XML
3854951 FSG XML Publisher Functionality for R11i
4073717 FND images pre-req for OA Framework 4206181 XDO/Oracle XML Publisher OA ROLLUP patch 5.5.0
4515143 XML Publisher Users Guide Online Help Release 5.5
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SetupsSetups Set properties in the xdo.cfg under $JRE_TOP/lib
The configuration file is primarily used for setting:
Temporary directory (Highly recommended for processing large files)
General and security properties for PDF files generated by XML Publisher
Font locations and substitutions
Copy the font filesFrom $FND_TOP/resource to the /lib/fonts directory (under OA_JRE_TOP &JRE_TOP)on all Web and concurrent nodes.When using MICR font, remember to copy fonts on server
Assign the XML Publisher Administrator responsibility to users
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Challenges & SolutionsChallenges & Solutions JAVA lang out of memory errors
To improve performance add the following lines to the xdo.cfg on your concurrentmanager node:
/tmp
true
The directory pointed to by system-temp-dir should be large enough to hold your largest
output files.
Timeout Warnings
The concurrent manager has timed out waiting for the Output Post-processor to finish thisrequest set profile Concurrent:OPP Response Timeout to allow more time to processlarge reports
Unable to find the published output for this request
Output Post Processor (OPP) patch has not been applied, or report is non-SRS requestrun the XML Publisher request to generate the output
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XML PublisherXML Publisher
Latest ReleasesLatest Releases
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XML Publisher 5.6XML Publisher 5.6 Server side patches
4561451 XDO/ORACLE XML PUBLISHER OA ROLLUP PATCH 5.6.04743521 XDO 5.6.0 ADMIN PAGE UPDATE
4734820 ONLINE HELP PATCH FOR XML PUBLISHER RELEASE 5.6
New Features
Administration User Interface
Configuration properties can be set via the Administration interface,
previously done in the xdo.cfg file. Behavior of XML Publisher can beconfigured at the site, data definition, and template level.
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XML Publisher 5.6XML Publisher 5.6 Upload Font Files and Create Font Mappings
Upload fonts through the Administration interface to make them available atruntime
RTF Template Enhancements
Graphics Support
Drawing/Shape support
Background and Watermark support
Conditional Formatting
Fixed-row enumeration
Specify a fixed number of rows for a table regardless of the amount of
data coming into the template at runtime Currency formatting
Numeric values can now be formatted according to their associatedcurrency code
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XML Publisher 5.6.1XML Publisher 5.6.1Server side patches
4905678 XDO/ORACLE XML PUBLISHER OA ROLLUP PATCH 5.6.1
RTF Template Enhancements
Hyperlink support for shapesUsers can click the image in the document and link to an internal or externaldestination
Bookmark SupportGenerate the bookmark links that display in the PDF navigation pane
Truncate Table DataAbility to truncate data in a table cell that is too big for the cell
Odd and even header and footer supportDefine different headers and footers for odd and even pages in report output
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ResourcesResourcesTopic Doc#
About Oracle XML Publisher Release 5.5 316447.1
Using the Output Post Processor (OPP) in Oracle ApplicationsConcurrent Processing
291792.1
Publishing Concurrent Requests with XML Publisher 295409.1
XML Publisher and Concurrent Manager Integration 276691.1
Check Printing Using XML Publisher 312353.1
Concurrent Request Fails due to Timeout of the Post ProcessingAction
352518.1
Unable to view output in a single request run (CONC-PP FAILED NOOPP error)
308203.1
Presentations, Technical Information and Demos on XML Publisherhttp://www.oracle.com/technology/products/applications/publishing/index.html
http://www.oracle.com/technology/products/applications/publishing/index.htmlhttp://www.oracle.com/technology/products/applications/publishing/index.htmlhttp://www.oracle.com/technology/products/applications/publishing/index.html -
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Q&AQ&A
E-mail Addresses: [email protected]