XML PUBLISHER

DATE : 17TH JUNE

2008

WHAT IS THE USE OF TOOL

Used

extensively used for Reporting

purpose.

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
Data Logic
Layout
XML Publisher

Translation
Flexibility
Reduced
maintenance

Report
output

XML Publisher
Enable Business Users to Format and Deliver Documents

PeopleSoft 9.0 - XML Publisher

Examples

XML Publisher Development

Business

consultants use familiar

desktop tools for layout customization
Support for Multiple Data Sources
Report Templates
XSL

XSL-FO

XML

Formatting Engine
Multiple
Data Sources

Rapid Deployment

Report
Output

Integrated Solution

PeopleTools Integrated Solution

Embedded

XMLP Formatting Engine inside

PeopleTools 8.48
PeopleCode API for the Engine
Data Source Manager
Template Manager
Report Manager
PeopleCode API for Template Manager and Report
Manager
PIA pages for managing data sources, templates and
reports

Business Process Flow

Mock up
Report

Identify or create
Data Source

Determine data
requirements for report

PS Query for business user

Any XML source for report developer

Download Schema
& Sample Data

To facilitate
template design

Publish
XMLP-based
Report

Calls XML
Publisher engines

Create
Report
Template

Register Data Source

with XML Publisher

Make Data Source available

for XML Publishing

Preview and
tweak until
complete

Word RTF or
Adobe PDF

Register XMLP Report

Definition

Associate Data
Source & Template

Optional: Create
Translation

View posting in
Report Manager

Secured to
proper viewer

Offline

Existing

New

Simple online flow

Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(advanced)

Publish

Make a data source available for

XMLP
Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(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

Sources schema file. This can be
downloaded from the application.

In Word, insert schema tags into RTF

template form fields and preview design
^ Template Builder Toolbar

Define XML Publisher

Report
Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(advanced)

Publish

Defining a report here

stores all the metadata and
related files so that Tools
APIs, 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
Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(advanced)

Publish

Output choices
Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(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 security
Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(advanced)

Publish

Generating the report

Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(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

Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(advanced)

Publish

Run reports in Process Scheduler.

Locate and view XML Publisher reports

Process Scheduler publishes report

to Report
Manager
Register
Data
Source

Define
Report

Add
Template

Add
Bursting

Add
Translation

(advanced)

(advanced)

Publish

Viewing the report

results

XML Publisher Value Proposition

Report Manager enhanced

search

Search for report by the reports 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 documents

Business

users can use Query as data source and

design their own ad hoc reports and documents

For

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
APIs, 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