XML PUBLISHER

DATE : 17TH JUNE 2008

Used extensively used for Reporting purpose.

WHAT IS THE USE OF TOOL

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

Classic Reporting Tools Issue

XML Publisher Concept

Separate data / layout / UI translation

Reportoutput

FlexibilityReduced maintenance

Data Logic

Layout

TranslationXML Publisher

XML Publisher

•Enable Business Users to Format and Deliver Documents

PeopleSoft 9.0 - XML Publisher Examples

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

Integrated Solution

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

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

Simple online flow

RegisterData

Source

DefineReport

AddTemplate

AddBursting(advanced)

AddTranslation

(advanced)

Publish

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.

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

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.

In Word, insert schema tags into RTF template form fields and preview design

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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.

Add template file to Report Definition

RegisterData

Source

DefineReport

AddTemplate

AddBursting(advanced)

AddTranslation

(advanced)

Publish

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.

Viewer securityRegister

DataSource

DefineReport

AddTemplate

AddBursting(advanced)

AddTranslation

(advanced)

Publish

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

Generating the report

RegisterData

Source

DefineReport

AddTemplate

AddBursting(advanced)

AddTranslation

(advanced)

Publish

•Run reports in Process Scheduler.

•Locate and view XML Publisher reports

Process Scheduler publishes report to Report

ManagerRegisterData

Source

DefineReport

AddTemplate

AddBursting(advanced)

AddTranslation

(advanced)

Publish

Viewing the report results

XML Publisher Value Proposition

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

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

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

?

Thank You