Castaneda n Ppt

8/9/2019 Castaneda n Ppt

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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]

[email protected]

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