Getting Started with JD Edwards EnterpriseOne XML Publisher

This chapter provides an overview of JD Edwards EnterpriseOne XML Publisher and discusses:

• Understanding JD Edwards XML Publisher Phases

• Migrating to JD Edwards XML Publisher Phase 2

• JD Edwards XML Publisher Implementation

JD Edwards EnterpriseOne XML Publisher Overview

This guide describes the tools and procedures for using JD Edwards EnterpriseOne XML Publisher and common desktop tools to create customized reports. Users create report templates with Microsoft Word, Microsoft Excel, and Adobe Acrobat that enable application data to be reused and reformatted into various layouts and output types. Depending on the template type, the available output types are PDF, Rich Text Format (RTF), Excel, XML, HTML, and eText .

Understanding JD Edwards XML Publisher Phases

This guide, JD Edwards EnterpriseOne XML Publisher, documents the Phase 2 release of XML Publisher. The Phase 2 release is available with JD Edwards EnterpriseOne Tools release 8.97. The Phase 1 release of XML Publisher was available with JD Edwards EnterpriseOne Tools release 8.96_A1.

As a JD Edwards EnterpriseOne customer, you fall into one of the following categories regarding XML Publisher:

1. You are new to XML Publisher, meaning that you are a new JD Edwards EnterpriseOne customer or an existing JD Edwards EnterpriseOne customer who has not previously used XML Publisher.

2. You are currently using the Phase 1 release of XML Publisher and are migrating to the Phase 2 release of XML Publisher.

3. You are currently using the Phase 1 release of XML Publisher but do not want to migrate to Phase 2 at this time.

   Oracle strongly recommends that you migrate to the Phase 2 release of XML Publisher. It will become increasingly more difficult to migrate to future releases of XML Publisher if you continue to create objects using the Phase 1 release.

   If you decide to continue using Phase 1 of XML Publisher, you should consult Oracle XML Publisher Core Components Guide 10.1.3.3. You can access this guide on the Oracle|PeopleSoft Customer Connection site.

Migrating to JD Edwards XML Publisher Phase 2

The way that XML output is generated in the Phase 2 release of XML Publisher is different from how the XML output was generated in Phase 1.

See Understanding the XML Output.

Because of this difference, if you are currently using XML Publisher Phase 1, Oracle recommends that you migrate to XML Publisher Phase 2.

The steps that you must perform to migrate to XML Publisher Phase 2 are:

1. Upgrade to JD Edwards EnterpriseOne Tools release 8.97.

2. Install the 8.12 baseline ESU.

3. From the EnterpriseOne XML Publisher Object Repository (P95600), download your Phase 1 XML Publisher templates.

4. Create a report definition for each template.

5. Run each report definition to generate new XML output files.

6. Open each existing template.

7. When using Template Builder, from the Data menu, select Load XML Data.

8. Define each required field from the XML output to the template.

   For all other methods of creating and modifying templates, make the necessary modifications to the templates to recognize the XML Publisher Phase 2 XML document tags.

JD Edwards XML Publisher Implementation

This section provides an overview of the steps that are required to implement JD Edwards EnterpriseOne XML Publisher.

In the planning phase of the implementation, take advantage of all JD Edwards sources of information, including the installation guides and troubleshooting information. A list of these resources appears in the preface of this guide.

JD Edwards XML Publisher Implementation Steps

This table lists the steps for implementing JD Edwards EnterpriseOne XML Publisher: