Oracle XML Publisher

Integration with PeopleTools

Carlton DSouza
Applied Technologist

What if

you can

FORMAT, PUBLISH & DELIVER

Government Forms

Tax Forms

Labels

Business Reports

Purchase Orders

Contracts

F
F

Checks

XML

Electronic Payments EFT / EDI

Or perhaps ... All Of Them

With ONE solution !

Removing Complexity
Reducing Cost

XML Publisher !

Classic Reporting Tools Issue

Data Source

Layout

Report file

Translation
Less flexibility

XML Publisher Concept

Separate data / layout / UI translation

Data Source
Layout
XML Publisher

Translation

Report
output
XML

Flexibility

Reduced maintenance

XML Publisher
Enable Business Users to Format and Deliver Documents

XML Publisher

Data Sources
PeopleSoft
Enterprise R9

Publishing
Engine

XML

Output Formats
PDF
RTF

HTML
XML

EDI
Excel

CRM

Destination
Email
Printer
Fax

ESA
FMS
HCM

Templates
(examples)

SCM

Any XML
Data Source

Business
User

Letters

Order
Confirmations

Fund
Transfers

Online
Paychecks

Bills

Government
Grant Forms

Integrate Out-of-the-Box with R9 CRM, ESA, FMS, HCM, and SCM

PeopleSoft 9.0 - XML Publisher Examples

Areas

Implementation

Business Value

Grants

XML Publisher to view and print grant sponsor proposal in official format

Use of XMLP enables easy modification of form

to keep up with the ever-evolving forms used by
the government

Billing

Provided invoice template of the Crystal Invoice

Customers can use to easily reformat to their

exacting specifications.

Service

Real time merge of correspondence management

Provides one engine for customer and

employee communications that include email,
letters, surveys, and order confirmation.

Recruiting

Recruiting - used to generate all the recruitment letters such as offer

letters and interview invitation letters.

Puts the power of letter management in the

hands of an experienced HR user while
maintaining consistency across the
organization.

Payables

Ability to print invoices based on a configurable template. Invoices can

be printed from regular and quick voucher pages

Often used when invoices are entered from a

check request.

XML Publisher
Demo

Simple online flow

Register
Data
Source

Define
Report

Add
Template

Publish

Make a data source available for XMLP

Register
Data
Source

Define
Report

Add
Template

Publish

Offline Template Design

Create in either Word or Adobe Professional
Download the 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

Define XML Publisher Report

Register
Data
Source

Define
Report

Add
Template

Publish

Add template file to Report Definition

Register
Data
Source

Define
Report

Add
Template

Publish

Output choices
Register
Data
Source

Define
Report

Add
Template

Publish

Viewer security
Register
Data
Source

Define
Report

Add
Template

Publish

Generating the report

Register
Data
Source

Define
Report

Add
Template

Publish

Developer creates process and Run Control page to connect

data extraction process with XMLP report generation process
For Query data sources, Business Power User utilizes the
delivered Schedule Query Report page or the online Query
Report Viewer

Process Scheduler publishes to Report Manager

Register
Data
Source

Define
Report

Add
Template

Publish

Viewing the report results

XML Publisher Value Proposition

Meet Business Requirements

Remove Complexity

Reduce Maintenance Cost and TCO

QUESTIONS
ANSWERS