xml_publisher 8.49
DESCRIPTION
XML PublisherTRANSCRIPT
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XML PUBLISHER
DATE : 17TH JUNE 2008
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Used extensively used for Reporting purpose.
WHAT IS THE USE OF TOOL
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WHERE IT WILL BE USED
This tool is used where we can FORMAT,PUBLISH & DELIVER viz. Invoice Summary/Detail Report,Check,Bussiness Report,Purchase Order, Electronic Payments EFT / EDI, Contracts, Tax Forms, Government Forms
Removing Complexity Reducing Cost
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Classic Reporting Tools Issue
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XML Publisher Concept
Separate data / layout / UI translation
Reportoutput
FlexibilityReduced maintenance
Data Logic
Layout
TranslationXML Publisher
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XML Publisher
•Enable Business Users to Format and Deliver Documents
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PeopleSoft 9.0 - XML Publisher Examples
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XML Publisher Development
Report Templates
Formatting EngineReport Output
Business consultants use familiar
desktop tools for layout customizationSupport for Multiple Data Sources
XSL
XML
Rapid Deployment
MultipleData Sources
XSL-FO
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Integrated Solution
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PeopleTools Integrated Solution
Embedded XMLP Formatting Engine inside PeopleTools 8.48
PeopleCode API for the EngineData Source ManagerTemplate ManagerReport ManagerPeopleCode API for Template Manager and
Report ManagerPIA pages for managing data sources, templates
and reports
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Business Process Flow
Mock upReport
Determine datarequirements for report
PS Query for business userAny XML source for report developer
Register Data Sourcewith XML Publisher
Identify or createData Source
Make Data Source availablefor XML Publishing
Download Schema& Sample Data
CreateReport
Template
Preview andtweak untilcomplete
Register XMLP ReportDefinition
Optional: CreateTranslation
Word RTF orAdobe PDF
To facilitatetemplate design
Associate DataSource & Template
PublishXMLP-based
Report
View posting inReport Manager
Secured toproper viewer
Calls XMLPublisher engines
Offline Existing New
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Simple online flow
RegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
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Make a data source available for XMLP
RegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
•Once a Data Source is registered, you can use it to define an XMLP-based report.
•The Related Files support offline template design and would be downloaded to desktop.
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Offline Template Design
Create in either Word or Adobe Professional Template construction
Create a report or document in Word; save as RTF Download a PDF-based form from government agency
Download the Schema and Sample Data files from the Data Source that will supply the application specific values
Using these XML files in conjunction with Word or Adobe Standard, insert and/or map form fields in the template to application data tags
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In Adobe, map tags into PDF form template
The fields are available via the Data Source’s schema file. This can be downloaded from the application.
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In Word, insert schema tags into RTF template form fields and preview design
^ T
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pla
te B
uild
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lba
r
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Define XML Publisher Report
RegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
Defining a report here stores all the metadata and related files so that Tools API’s, app classes and PeopleCode can be used to call the report definition and send appropriate information to the XML Publisher engine to generate output.
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Add template file to Report Definition
RegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
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Output choicesRegister
DataSource
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
Output choices feed into the Process Schedule runtime pages. They can also be used by application developer to present or limit choices if they are creating their own pages for running reports.
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Viewer securityRegister
DataSource
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
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Generating the report
RegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
Publish Means : Running, Locating and Viewing XML Publisher Reports
•Run XML Publisher PeopleSoft Query reports.
For Query data sources, Business Power User utilizes the delivered Schedule Query Report page or the online Query Report Viewer
•Run reports using PeopleCode.
Developer creates process and Run Control page to connect data extraction process with XMLP report generation process
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Generating the report
RegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
•Run reports in Process Scheduler.
•Locate and view XML Publisher reports
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Process Scheduler publishes report to Report
ManagerRegisterData
Source
DefineReport
AddTemplate
AddBursting(advanced)
AddTranslation
(advanced)
Publish
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Viewing the report results
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XML Publisher Value Proposition
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Report Manager – enhanced search
Search for report by the report’s defined search keys to locate one specific bursted report file
Reports secured for a user or role
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Real life goal is reducing IT dependency
For ad hoc reports and documentsBusiness users can use Query as data source and
design their own ad hoc reports and documentsFor production reports and forms
Developers supply XML data extraction program from any source and the initial template designs
Business users can tweak the template layouts as needed
New form versions only require user to map data elements into the new template form; no coding required
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Help for report developers
Registration, storage and management of report definitions and related files
Schema generator utility for xsd files API’s, application classes, and PeopleCode
examples to facilitate incorporation of XML Publisher reporting function onto application pages and run controls
Managed Object support to facilitate movement of new reports from development to production
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?
Thank You