XML Publisher

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Overview: Oracle XML Publisher is a template-based publishing solution delivered
with the Oracle E-Business Suite. It provides a new approach to report design and
publishing by integrating familiar desktop word processing tools with existing EBusiness Suite data reporting. At runtime, XML Publisher merges the custom
templates with the concurrent request data extracts to generate output in PDF,
HTML, RTF, EXCEL (HTML), or even TEXT for use with EFT and EDI transmissions
Basic Need for XML: Consider the following scenarios
We have a RDF report with tabular layout which prints in English
New Requirements:
1. User1 wants the same Report needs to be
printed in Spanish
2. User2 wants the Same Report needs to be
printed in chart format
3. User3 wants the Same Report output in
Excel
4. User4 wants the Same Report output to be
published on intranet or internet
5. User5 wants the Same Report output
eliminating few columns and adding few
other
A new RDF needs to be created for each requirement stated above or an existing
RDF needs to be modified with huge amount of effort but where as with XML
Publisher it can be done very easily.
XML Publisher separates a reports data, layout and translation components into
three manageable pieces at design time; at runtime all the three pieces are brought
back together by XML Publisher to generate the final formatted, translated outputs
like PDF, HTML, XLS and RTF. In future, if any there is any change in layout we just
need to add/modify the Layout file

Data Logic Data extracted from database and converted into an XML string.
Layout - The layout templates to be used for the final output are stored and
managed in the Template Manager.
Translation -The translation handler will manage the translation that is required at
runtime
In brief the steps are as follows:a. Create a procedure and register it as Concurrent Program so that we write XML
tags into output file.
b. Build a Data Definition & XML Template using XML Publisher.
c. Create a relation between XML Template & Concurrent Program and run the
concurrent program
Requirements for XML Data Object Reports

6. Oracle XML Publisher Release 5.5 patch

4206181
7. Template Builder 5.5
Template builder is used to create
template/layout for your report. Usually
Template builder 5.5 is available in Oracle
XML Publisher patch itself but you can also
download it from
http://edelivery.oracle.com. First select
Oracle Application Server Products then
select your platform and then locate the
Oracle XML Publisher Release 5.6.2 Media
Pack v1 for Microsoft Windows, as below:

Download the Desktop edition from the below:

When you download the XML Publisher Desktop edition you get a Zip file containing
setup for XML Publisher Desktop Install Shield, this installs some components into
Microsoft Word.

After installing, the Word Add-Ins is attached to the menu bar for the word
document. This menu lets you attach an XML data source document, add the XML
data to your template, set preferences and preview the output.

In detail along with screenshots:A concurrent program is written that spit out an XML file as output Such concurrent
program can be of type SQL or PL/SQL or Oracle Report or any other supportable
type, provided it can produce a XML output.
1.Here I have a very simple PL/SQL procedure, which fetch the records from AR
tables and write the output in xml tags.
CREATE OR REPLACE PROCEDURE APPS.Demo_XML_Publisher(errbuf
VARCHAR2,retcode NUMBER,v_customer_id VARCHAR2)
AS
/*Cursor to fetch Customer Records*/
CURSOR xml_parent
IS
SELECT customer_name , customer_id
FROM
ra_customers
WHERE customer_id = to_number(v_customer_id);
/*Cursor to fetch customer invoice records*/
CURSOR xml_detail(p_customer_id1 NUMBER)
IS
SELECT ra.customer_trx_id customer_trx_id, ra.ship_to_customer_id
ship_to_customer_id, ra.trx_number trx_number,aps.amount_due_original ams
FROM ra_customer_trx_all ra, ar_payment_schedules_all aps
WHERE ra.ship_to_customer_id = p_customer_id1
AND aps.customer_trx_id = ra.customer_trx_id
AND
ROWNUM<4;
BEGIN
/*First line of XML data should be <?xml version="1.0"?>*/
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<?xml version="1.0"?>');
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<CUSTOMERINFO>');
FOR v_customer IN xml_parent
LOOP
/*For each record create a group tag <P_CUSTOMER> at the start*/
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<P_CUSTOMER>');
/*Embed data between XML tags for ex:<CUSTOMER_NAME>ABCD</CUSTOMER_NAME>*/

FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<CUSTOMER_NAME>' ||
v_customer.customer_name
|| '</CUSTOMER_NAME>');
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<CUSTOMER_ID>' ||
v_customer.customer_id ||
'</CUSTOMER_ID>');
FOR v_details IN xml_detail(v_customer.customer_id)
LOOP
/*For customer invoices create a group tag <P_INVOICES> at the
start*/
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<P_INVOICES>');
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<CUSTOMER_TRX_ID>' ||
v_details.customer_trx_id || '</CUSTOMER_TRX_ID>');
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<CUSTOMER_ID>' ||
v_details.ship_to_customer_id || '</CUSTOMER_ID>');
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<INVOICE_NUMBER>'||
v_details.trx_number||'</INVOICE_NUMBER>');
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'<AMOUNT_DUE_ORIGINAL>'||
v_details.trx_number||'</AMOUNT_DUE_ORIGINAL>');
/*Close the group tag </P_INVOICES> at the end of customer invoices*/
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'</P_INVOICES>');
END LOOP;
/*Close the group tag </P_CUSTOMER> at the end of customer record*/
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'</P_CUSTOMER>');
END LOOP;
/*Finally Close the starting Report tag*/
FND_FILE.PUT_LINE(FND_FILE.OUTPUT,'</CUSTOMERINFO>');
exception when others then
FND_FILE.PUT_LINE(FND_FILE.log,'Entered into exception');
END Demo_XML_Publisher;
/
2. Create an executable SampleXmlReport for the above procedure
Demo_XMML_Publisher.
Go to Application Developer Responsibility->Concurrent->Executable

3. Create a new concurrent program SampleXmlReport that will call the

SampleXmlReport executable declared above. Make sure that output format
is placed as XML.
Go to Application Developer Responsibility -> Concurrent ->Program

4. Make sure we declare the parameters for the procedure.

5. Add this new concurrent program with Receivables request group. Either using
the following code or through below application screen.

DECLARE
BEGIN
FND_PROGRAM.add_to_group
(
PROGRAM_SHORT_NAME =>'CUST_XML_SAMPLE'
,PROGRAM_APPLICATION =>'AR'
,REQUEST_GROUP
=> 'Receivables All'
,GROUP_APPLICATION =>'AR'
);
commit;
exception
when others then
dbms_output.put_line('Object already exists');
END ;
/

Go to System Administrator Responsibility ->Security ->Responsibility>Request

6. From the receivables responsibility (depends on which responsibility we

added our concurrent program here it is receivables)
From the menu View->Requests->Submit A New Request->Single Request

Note: The layout field is blank as we havnot We have not yet attached any Template
or layout to this concurrent program.

By submitting the above request we get the output in xml (depending on

procedure) as follows:
<?xml version="1.0" ?>
- <CUSTOMERINFO>
- <P_CUSTOMER>
<CUSTOMER_NAME>UNIV OF CHICAGO HOSP</CUSTOMER_NAME>
<CUSTOMER_ID>1119</CUSTOMER_ID>
- <P_INVOICES>
<CUSTOMER_TRX_ID>929476</CU
STOMER_TRX_ID>
<CUSTOMER_ID>1119</CUSTOMER
_ID>
<INVOICE_NUMBER>2484403</INV
OICE_NUMBER>

<AMOUNT_DUE_ORIGINAL>8
000</AMOUNT_DUE_ORIGIN
AL>
</P_INVOICES>
- <P_INVOICES
<CUSTOMER_TRX_ID>929374</CU
STOMER_TRX_ID>
<CUSTOMER_ID>1119</CUSTOMER
_ID>
<INVOICE_NUMBER>2484267</INV
OICE_NUMBER>
<AMOUNT_DUE_ORIGINAL>380.68
</AMOUNT_DUE_ORIGINAL>
</P_INVOICES>
- <P_INVOICES>
<CUSTOMER_TRX_ID>806644</CU
STOMER_TRX_ID>
<CUSTOMER_ID>1119</CUSTOMER
_ID>
<INVOICE_NUMBER>2421373</INV
OICE_NUMBER>
<AMOUNT_DUE_ORIGINAL>615.96
</AMOUNT_DUE_ORIGINAL>
</P_INVOICES>
</P_CUSTOMER>
</CUSTOMERINFO>

7. Save the above code as SampleXmlReport.xml

Note : Before saving the XML string in notepad remove the dashes -
8. Create Template/Layout for the report
using Template Builder. Here is a sample
template.

Note the following:

The data fields that are defined on the template
For example: Customer Name, Customer Id
The elements of the template that will repeat when the report is run.
For example, Customer trx id , Invoice Number and Original Amount Due. All these
fields on the template will repeat for each Employee
that is reported.
9. Mark up your template layout.
Like a mail-merge document there's placeholders for the data you're going to add,
and then you can add whatever formatting you like.
10.Now the next step is to select Data > Load XML Data from the toolbar menu, then
pick up the XML data a file ie. SampleXmlReport.xml. Once the data is loaded, a
"Data Loaded Successfully" dialog box comes up and you can then start adding data
items to the template.

11. To add data items from the XML file into your report, you locate in the
document the placeholder for the field you're going to add, highlight it and
then select Insert > Field from the toolbar. A dialog box comes up with all of
the available data items, you select the one you want and click insert as
shown below:

12. You can add repeating rows into your document by selecting Insert >
Table/Form from the toolbar. This brings up a different dialog box that lets you
drag a parent node - in this case, "P Invoices" - into the middle section, which
becomes your repeating rows.

13. Calculate the average for amount due original. Select Insert->Field from
the Add Ins toolbar. Then select the tag that calculates the average for that
particular field.

14. Once we are done with adding up all the fields in the template save it as
an rtf which looks as below:

To confirm the output from the template we build. Click on preview and
select the type in which format the output is required.
15. Adding the Template to ORACLE Application.
In order to add the template to application the user should have the
responsibility XML Publisher Administrator assigned.
In this step we do 2 process, registering concurrent program as Data
Definition in template manager
And register the template using the data definition created.

Go to XML Publisher Administrator->Data Definitions->Create Data definition.

Here we fill all the details to create data definition

NOTE: Make sure the code of the data definition must be the same as the
short name of the Concurrent Program we registered for the procedure. So
that the concurrent manager can retrieve the templates associated with the
concurrent program
We can add our xml file SampleXmlReport.xml in data definition here:

16. Now create the template with the help of template manager
At the runtime the concurrent managers request interface will present the
list of available templates with respect to the data definition registered. We
will upload the rtf template file created here. We will select the language and
territory.

We can upload different templates for different languages and territories.

17. Now run the concurrent program to get the desired output.
From the receivables responsibility, use the submit request form to run the
concurrent request.
The default layout is displayed which we can change as per the requirement.
For changing the template click on options to look for all templates register
with that concurrent program.

Here in the above example my template is SampleXmlReport which is

displayed in layout field.

And once the request is submitted we will get the output in PDF as

This is the final output as desired in the PDF format.