XML in People Soft

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    Jud i Doo l it t le

    Sandia Nat ional Laborat or ies

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    Judi Doolittle, MA, OCP

    Author of PeopleSoft Developer's Guide forPeopleTools & PeopleCode

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    Agenda

    XML Basics Major Components of XML

    SOAP

    XML Publisher for PeopleSoft Publisher Security

    Flat File Layout

    Tags

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    Agenda Cont inued

    u

    Report Categories

    ata ource reat on

    XML Application Packages Register the Data Source

    XML Files in SQL Dev

    Putting it Together

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    XML Bas ic s

    , ,

    Three pieces are EMPLID, NAME, and DEPTID Pieces of information in the flat file coma delimited

    12345

    John Smith

    < > < >

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    XML Basic s Cont inued

    Markup Elements

    Outside brackets is Data Each piece of Data has a starting and ending

    tag

    No limit to tags you can Or Rename

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    Renam ing a Tag

    xamp e o renam ng to

    12345

    < > < >

    0987

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    Major Com ponent s o f XML:

    Root Element--Encloses all the Information

    end tag

    --tab

    --end tag are collectively a XML Element

    Data--Information between start and end ta s

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    Major Com ponent s o f XML:

    XML Declaration--the general characteristicsof the document

    DTD Document Type Declaration--the

    structure of the document; internalec arat ons oca to t e ocument

    DTD Internal Subset--DTD contains

    re erences o o er XML Information Set--Document content

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    SOAP

    Simple Object Access Protocol SOAP a lications can be develo ed in

    separate unrelated systems

    These separate applications exchangen orma on

    Standards: http://www.w3.org/TR/soap/

    http://www.soapuser.com/basics3.html

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    SOAP Ex am pleHost: www.widget.com

    ontent- ype: text xm : c arset=ut -8

    Content-Length: 560

    SOAPAction: htt ://www.wid ets.com/assembl search

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    SOAP Response

    -ENV Body>

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    SOAP Elem ent s

    Complex Elements

    Related Services

    Allows for specification of low-level data-typing

    Grouping Element

    < n ng> Link between physical and logical model

    Transmission method i.e. SMTP

    Physical location of the end-point communication

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    XMLP

    Java based reporting platform XML Publisher

    Or XMLP

    HTML

    Excel

    PDF

    RTF

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    XML Publ isher Sec ur i t y

    Three Parts to XMLP Securit

    Report Definitions Report Running

    Report Viewing

    Query Defined Reports XML Does Not Provide This Level of Security

    Query Security

    Application Security

    And Or Process Scheduler Security

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    XML Publ isher Sec ur i t y

    Queries: Quer Securit is the Decidin

    Security Data Extraction: Component Security

    Determines Access

    Processes: Process Security is the Key

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    Flat Fi le Layout

    coma

    12345, John Smith, 0987

    12345

    John Smith0987

    < mp oyees>

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    Tags

    o m o e um er o ags ou an

    Use Create

    Or Rename

    Example you want to rename NAME to ENAME

    12345

    < > o n m < >0987

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    Basic Set up Settings are Defined in the xdo.cfg File

    xamp e:

    true

    trueCACHE

    50

    " "< = - > < >

    -- =" - - " --

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    Basic Set up

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    Basic Set up

    .

    ;To pass java options to the jvm loaded via JNI, uncomment JavaVMOptions=

    ;an set t equa to t e st o parameters you wou e to use.

    ;The options need to be a blank space separated list of valid java options.

    Consult our JRE vendor for valid ava o tions.

    ;For example, JavaVM Options=-Xmx256m -Xms128m

    JavaVM Options=-Xrs -Dxdo.ConfigFile=../xdo.cfg

    New Setting:JavaVM Options=-Xrs -Dxdo.ConfigFile=xdo.cfg

    anges w no a e e ec un you res ar e

    Application Server

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    ages se n e up

    Two Pages Used in Set-up of XML Publisher in

    PeopleSoft PSXPSETUPRPTCAT -- the Report Category

    Page

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    ages se n e up on nue

    Second Page in Set-up of XML Publisher inPeopleSoft

    PSXPSETUPDWNLD -- the Design Helper Page

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    Report Cat egor ies Cont inued

    e -up o er Contains:

    Re ort Cate or

    Design Helpers

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    Report Cat egor ies

    epor e n ons equ re

    All Templates Stored in Content Library

    Set Row Level Security to the level of the

    Com onent

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    Report Cat egor ies Cont inued

    epor a egory n ayro w wo

    PeopleSoft Roles Defined

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    Report Cat egor ies Cont inued

    ey n orma on n rea ng epor a egory Report Category ID

    Object Owner ID

    ID Type Security ID

    Description

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    Dat a Sourc e Creat ion

    wo a n eces o epor s PeopleSoft Developer usually Does the Data

    Piece

    Functional Business Team Member doesTemplate

    eren ypes o a a ources: PeopleSoft Queries

    XML Document Objects

    XML Files

    XSD Files

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    a a ourc e RowSet

    Example taken from websitettp: peop eso tt pster.com 2007 05 24 xm -pu s er-w t n-peop eso t

    /*Populating the RowSet */import PSXP_XMLGEN:*;

    /*create rowsets */

    &rs_compensation CreateRowSet(Record.COMPENSATION);

    &rs_job CreateRowSet(Record.JOB);

    /*Fill Parent */

    &rs_job.Fill(where EMPLID like K0G00%);* *

    For &I = 1 to &rs_Job.ActiveRowCount

    &row = &rs_Job.GetRow(&i);

    &rs = &row.GetRowSet(Scroll.COMPENSATION);

    . , . . .

    End-For;/*Output Files */

    /*Create XSD */

    &rds = create sx xml en:RowSetDS_

    &myschema = &rds.GetXSDSchema(&rs_Job);

    &f1 = GetFile(C:\temp\rpt01.xsd, W, %FilePath_Absolute;

    &f1.WriteLine(&myschema);&f1.Close(); J

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    XML Appl ic a t ion Pac k ages

    XML Publisher Classes

    import PSXP_RPTDEFNMANAGER:*;

    mpor _ : ;

    import PSXP_XMLGEN:*;

    *_

    N

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    eg s er e a a ourc e PeopleSoft Query

    ere we w on y e oo ng at popu at ng a ata

    Source from a Query Data Source Pa e

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    eg s er e a a ourc e on nue First Setting is the Data Source Type

    PSQuery

    Rowset

    XML Doc

    XML File

    Next Setting is the Data Source ID

    PS Pulls the Data Source ID from the Query Manager

    Which is why it is important to have your Query Created before youregister the Data Source

    Next is Description Object Owner is Optional

    Product

    Feature or Application that Owns the Data Source

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    eg s er e a a ourc e on nue Registered Date/Time

    Read Only

    Maintained by the System

    Stores the Date and Time of the Last U date

    Active

    Sets a Data Source to be Actively Chosen when Creatingthe Report Definition

    If InActive--You will not see it when you try to Create aReport

    Registered By UserID

    Person who First Registered the Data Source

    Updated by the System to Note Last Person to Update theField

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    eg s er e a a ourc e on nue Create a Report Definition with the Query

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    eg s er e a a ourc e on nue Create a Report Definition with the Query

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    es n ev In the Highlighted Rows Right Click Export Results as XML File

    -

    -

    1

    ABSENT_AFTER

    < > < >

    1/1/1900

    A

    No

    No

    9/5/1997

    PPLSOFT

    26067

    .

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    XML Fi les in SQL Dev Cont inued

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    Ex am ple--Put t ing i t Toget her

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    Ex am ple--Put t ing i t Toget her

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    Query Cont inued

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    Query Cont inued

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    XML Dat a for Query

    " " " "- < = = _ _ _ xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance " xsi:noNamespaceSchemaLocation="">

    - EMPLID samp

    FULL_NAME sample data

    SL_BIRTHDA

    START_DATE< _ > _ s< _ >

    TO

    CURR_DATE

    SIGNITURE sample data

    S

    HOST_SL_SNL

    HOST_NAME sample data

    HOST_ORG s

    HOST

    HOST_PHONE sample data

    HOST_FAX sample data

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    XML Dat a for Query Cont inuedLOCATION sample data --:4

    < > < > --

    MEETING_ACCESS sample data--:6

    SIGMA sample data --:7

    SITE sample data --:8

    COU --:10

    ADDRESS sample data--:11

    COMP_PHONE s --:12

    SL_AFFILIATION sample data --:13T --:15

    T --:16

    COMMENTS sample data--:17

    CO HOST EMP--:18_ _ _ _ _ _

    CO_HOST_PHON --:19CO_HOST_FAX --:20

    CO_HOST_NAME sample data--:22

    _ _ _ _ _ _ --

    MGR_NAME sample data --:23

    MGR_PHONE sa --:24

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    Report Def in i t ion

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    Report Def ini t ion Tem pla t e

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    Report Def in i t ion Out put

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    Report Def in i t ion Sec ur i t y

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    PeopleCode t o Genera t e Report

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    Peop leCode Cont .

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    Def in ing PDF Fie lds

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    and Dat abase Profess ional

    www. u .access to:

    Member Discounts and Special Offers

    ourna

    Library of Oracle Knowledge (LoOK)

    Member Directory Special Interest Groups

    Discussion Forums:

    Access to Local and Regional Users Groups:

    5 Minute Briefing: Oracle Volunteer Opportunities

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    St op by t he IOUG Boot h

    Moscone Center West 2nd Floor

    Register for Raffles and Giveaways

    Fill out a SIG interest card

    Tell them I sent you!!!

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    Summary

    Major Components of XML

    XML Publisher for PeopleSoft

    Publisher Security

    Flat File Layout

    Tags

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    Sum m ary Cont inued

    u

    Report Categories

    ata ource reat on

    XML Application Packages

    Register the Data Source

    XML Files in SQL Dev

    Putting it Together

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    Quest ions/Comments/Discussion?

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    Judi Doolittle, [email protected]