<Insert Picture Here>

Implementing Oracle XML Publisher for PeopleSoft

Enterprise
Florian Schouten Christine Vargas
Product Strategy Director Sr. Principal Application Consultant

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 The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
fe a tu re s o r fu n ctio n a lity d e scrib e d fo r O ra cle ’s
products remain at the sole discretion of Oracle.

Agenda

• XML Publisher <Insert Picture Here>

• PeopleTools Integration
• Product Demonstration
• Questions

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 Agenda

• XML Publisher <Insert Picture Here>

Classic Reporting Tools Issues

XML Publisher Concept
• PeopleTools Integration
• Product Demonstration
• Questions

Classic Reporting Tools Issues

Data Logic Layout

Report file

Translation High development cost

High customization cost
Difficult upgrade

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 Classic Reporting Tools Issues

• 1 data set : 10 layouts : 30 languages >> 300 reports

• Requires highly-skilled engineers for customization

Enterprise Apps: 10,000+ RPT files

Using Classic Reporting Tools

Business User

Iterate to mimic report

requirements Report Requirements

Must be same geometry,

Report files font, margin size, etc. Report Output

Professional
Report Designer

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 XML Publisher Concept

Separate data / layout / UI translation

Data Logic

Layout
XML Publisher
Report
Translation output

Flexibility
Reduced maintenance

Extract Once – Publish Multiple Times

Payment Data EFT

Banking
EFT

Excel
Controller

HTML
XML Publisher
CEO
PDF

XML

XSL Government

Different templates XML

for different output formats B2B

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 Government Forms
HR Data

PDF
XML Publisher
Government

Download PDF forms from Gov. Web Site

Send back the exact form filled with data

Agenda

• XML Publisher <Insert Picture Here>

• PeopleTools Integration
Introduction
Delivered Application Content
Functionality Overview
Additional Topics
Implementation Tips
• Product Demonstration
• Questions

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 Oracle Applications Strategy
S im p ly P u t…

 PROTECT Your Existing Investment

 EXTEND the Value of Your Applications

 EVOLVE You to the Next-Generation

Customer Benefits of XML Publisher

Integration
EXTEND value of PeopleSoft Enterprise applications
Allow business users to rapidly create rich production reports
Empower business users to leverage application data to create
correspondence using standard desktop tools
Enable government form templates to be downloaded and published
with application data

EVOLVE by introducing Fusion Middleware technology

Open-standards based, including Java, XML, XSL-FO, XLIFF
Low TCO by leveraging existing PeopleTools reporting infrastructure
Uses existing PeopleSoft End User License Agreement
Available as Tools-only upgrade from Tools 8.4x

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 <Insert Picture Here>

Delivered Application
Content

Usage of XML Publisher in Enterprise 9

Enable Business Users to Format and Deliver Documents and
Reports

Data Sources XML Publisher Output Formats Destination

PeopleSoft Publishing
PDF HTML EDI • Email
Enterprise R9 Engine
XML RTF XML Excel • Printer
CRM • Fax
ESA

FMS Templates Order

Letters
(examples) Confirmations
HCM
Fund Online
SCM Transfers Paychecks
Government
Bills
Business Grant Forms
Any XML
Data Source
User

Note: Delivered XML Publisher content does not replace any existing
reports, incl. Crystal, nVision or SQR

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 FMS, ESA & SCM 9

• General Ledger
• XML Publisher as alternative to Crystal for reports containing
chartfields
• No report customization required after chart of account
configuration (unlike Crystal)
• Grants
• Generate and print the SF 424 R&R family of forms
• Billing
• XML Publisher as third print option for invoices
• 2 Templates to facilitate creation of invoices
• Others
• Treasury, Contracts, Payables

FMS, ESA & SCM 9

• General Ledger
• XML Publisher as alternative to Crystal for reports containing
chartfields
• No report customization required after chart of account
configuration (unlike Crystal)
• Grants
• Generate and print the SF 424 R&R family of forms
• Billing
• XML Publisher as third print option for invoices
• 2 Templates to facilitate creation of invoices
• Others
• Treasury, Contracts, Payables

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 CRM 9
Improvements to Correspondence Management

 Use of XML Publisher for merge of correspondence

management and generation of PDF documents

Benefits:
• Choice in how to deploy the merge
• Synchronously on the application server, or
• Asynchronously (batch) using process scheduler
• Improved scalability and performance of mass merge
• Ability to preview correspondence
• Improved ability to create correspondence letter templates
• No additional hardware required
• XML Publisher replaces Adobe Acrobat Writer
• XSLT replaces Microsoft merge architecture

HCM 9 (Planned)
Common Document Generation Solution using XML Publisher

S u p p o rtin g th e o rg a n iza tio n ’s n e e d s to ra p id ly

extract, configure and format data in a variety of
manners.
Used throughout the PeopleSoft Enterprise HCM
suite
Examples:
• ePay:
• Expanded self-service to include year-end forms (like W-2)
• Improved View Paycheck functionality
• Printing performance document
• Offer letter generation

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 HCM 9 (Planned)
Common Document Generation Solution using XML Publisher

S u p p o rtin g th e o rg a n iza tio n ’s n e e d s to ra p id ly

extract, configure and format data in a variety of
manners.
Used throughout the PeopleSoft Enterprise HCM
suite
Examples:
• ePay:
• Expanded self-service to include year-end forms (like W-2)
• Improved View Paycheck functionality
• Printing performance document
• Offer letter generation

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Functionality Overview

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 PeopleTools Integrated Solution
PS Query
Word with
Data Template Plug-In
Data Template
PeopleCode Source Manager
Rowset or
XML Doc Manager
Acrobat

XML Publisher Engine

Report EFT XML

Process
Scheduler

Report
E-Mail * Printer E-Commerce*
Manager

* Delivery option requires coding

XMLP Application Packages

PSXP_XMLGEN
Helper APIs

PSXP_RPTDEFNMANAGER
Report Definition Manager APIs

XMLPManager
App Class

PSXP_ENGINE ReportDefn TemplateDefn DatasourceDefn

Engine APIs App Class App Class App Class

Java Wrapper
ReportDefn Template Datasource
XMLP Engine Managed Object APIs Managed Object APIs Managed Object APIs
Java APIs

PSXP_REPORTMGR
Report Manager Search APIs

Report ReportManager SearchAttribute

App Class App Class App Class

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 Simple Process Flow

Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

Register Data Source

Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

• Make a data source available for use in XML Publisher

• Supported data source types:
• PS Query
• Rowset
• XML File
• XMLDoc object
• Supports generating related files for use in offline template
design:
• Sample Data File for preview runs
• Schema File for field mapping in template

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 Create Template (Offline)
Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

• Download the schema file and sample data file from the data source
that will supply the application specific values

• In Word:
• Create a report or document in Word; save as RTF
• Insert tags from downloaded schema file into RTF template form fields
• Use offline preview feature to test output and tweak

• In Adobe Standard:
• Download a PDF-based form from government agency
• Map tags from downloaded schema file into PDF form template

Define XML Publisher Report

Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

• Report object links a data source with one or more templates

• Additional report properties:
• Ability to enable/disable specific output formats and set a default
• Define report viewer security
• Preview report using sample data
• Define bursting rules
• Set up translations

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 Generating and publishing the report
Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

• Select report output format and run the publish process

• Publishing options:
• Real-time publishing and viewing using Query Report Viewer (for
individual query-based reports)
• Batch publishing using Process Scheduler
• Publish programmatically from application code
• Published reports are stored in Report Manager

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Additional Topics
Bursting
Translation
Report Manager Enhanced Search
Content Library

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 Bursting – Create Separate Report Files
Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

<PayChecks>
<PayCheck>
Bursting by Empld
<EmpId>1000</Empld>
<DeptId>01</DeptId>
<Salary>1000</Salary>
</PayCheck>
<PayCheck>
<EmpId>1001</Empld> EmplD: 1000 EmplD: 1001 EmplD: 1002
<DeptId>01</DeptId>
<Salary>1000</Salary>
</PayCheck>
Bursting by Deptld
<PayCheck>
EmpId:
<EmpId>1002</Empld> 1000
EmpId:
<DeptId>02</DeptId> 1002
1001
<Salary>1000</Salary>
</PayCheck>
DeptId: 01 DeptId: 02
</PayChecks>

Bursting
Optional Features

Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

• Ability to conditionally assign template at runtime

• E.g. Use W2 for US employees and T4 for Canadian employees
• E.g. Use a special layout for reports in Japanese
• R e p o rt file se cu rity a ssig n e d a t ru n tim e p e r a p p lica tio n ’s
existing row level security data
• Set up additional search keys to easily find reports later
• E.g. employee id, last name as search keys for department salary
report

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 Adding Translations
Register Create
Define Add Add
Data Template Publish
Report Bursting Translation
Source (Offline) (advanced) (advanced)

Translation Process:
1. Labels are extracted from the template and saved in XLIFF format
2. Download XLIFF file
3. Have translation service translate XLIFF
4. Upload translation and associate with report template
Example:

Report Manager – Enhanced Search

• Report search by metadata and bursting criteria

• Reports secured for a user or role

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 Content Library
• Repository for sub-templates
• Reusable pieces that can be included in primary templates
• Either text or image
• Common use cases: page header, footer, legal clause or company logo
• Syntax in primary template:
• <?import:psxmlp://SUBTEMPLATE?>
• <?call-tem p late:”header”?>
• Content in a sub-template
is translatable

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Implementation Tips

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 Implementation Tips
When to Use XML Publisher

XML Publisher provides alternative to:

1. Crystal Reports
• Close to XML Publisher in functionality
• Consider using XMLP instead of Crystal for new reports (where
report developer skill set allows)
• No Windows dependency (unlike Crystal Reports)
2. nVision
• Consider XML Publisher instead of nVision tabular layouts
• Excel is supported as output type
3. SQR
• Using Application Engine for data logic and XML Publisher for
publishing
• Take advantage of native bursting capabilities

Implementation Tips
Data Generation

• Design your data source structure to be as close as

possible to report template structure
• Improves runtime performance by preventing unnecessary XSL
transformations
• Important for reports with complex data structures and very large file
sizes
• Design with bursting in mind
• Use of bursting reduces memory usage and improves performance
through split processing
• Different source types have different characteristics
• XML file is the preferred source type for large reports (e.g. paychecks)
• Rowset and XMLDoc data sources have performance/memory
limitations
• Use PS Query as source where possible for individual reports
• Metadata-driven, easiest to maintain
• Empower business users for self service

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 Implementation Tips
Template Design
RTF template
When to Recommended as the default
Use? template choice (even for PDF
output!)
Processing Fast: All output rendered at
runtime. Fastest, most scalable
RTF rendering engine in industry
Complexity •Support for complex mapping
Supported using XPath
•Support for charts, dynamic
tables, conditional formats,
running totals, conditional
sections
•Supports pure XSL elements
Agenda
• XML Publisher
• PeopleTools Integration
• Product Demonstration
• Questions
“U se th e rig h t to o l fo r th e rig h t jo b ”
PDF template
Mainly for use with
existing PDF templates,
like government forms
Faster: Pre-rendered
form filled with data at
runtime
Static nature of PDF
means limited
complexity supported in
both mapping and layout
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 Agenda

• XML Publisher <Insert Picture Here>

• PeopleTools Integration
• Product Demonstration
• Questions

For More Information

Links:
XML Publisher Homepage on OTN http://search.oracle.com
XML Publisher Documentation on OTN
XML Publisher
PeopleBooks Documentation on OTN

Related Sessions:
S282881, S282878 - PeopleSoft Enterprise Tools & Technology X-Treme Weekend
S282284 - Better Enterprise Reporting with Oracle Business Intelligence Publisher
S281400 - Oracle XML Publisher: Enterprise Reporting & Delivery Platform
S281401 - Customer Case Study: XML Publisher Live with all the Bells and Whistles
Plus sessions covering XML Publisher application content in EBS, PSFT, JDE

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