Understanding PeopleSoft Documents Technology

This chapter discusses:

Click to jump to parent topicPeopleSoft Documents

A PeopleSoft document is a managed object. It consists of two components, a logical component and a physical component or representation. PeopleSoft provides a Document Builder for creating and managing documents. Document utilities are also provided to help you test documents, validate schema, and more.

Click to jump to parent topicDocument Components

A PeopleSoft document is made up of two components: a logical component and a physical component.

Click to jump to top of pageClick to jump to parent topicLogical Documents

The logical component of a document, or logical document, specifies the abstract structure of data. It does not specify any information about persistence, formatting, rendering, behavior, and so on.

When you work on the logical aspect of a document, you manage document elements types and data types, define element and data type properties, and so on.

Click to jump to top of pageClick to jump to parent topicPhysical Documents

The physical component of a document, or physical document, specifies concrete details about a document, such as database tables, XML tags names, and so on.

When you work with the physical aspect of a document, you manage schema details, such as target and imported namespace information, whitespace, blank element filters, and more.

Click to jump to parent topicDocument Formats

When building documents in the PeopleSoft system, you can create standard XML-formatted documents and relational-formatted documents.

When you build out the format of a document, you are working with the physical document.

Click to jump to top of pageClick to jump to parent topicXML-Formatted Documents

In an XML-formatted document, you manage XML schema details, such as target namespaces, whitespace, filtering blank elements, and so on. You also manage element tag names, prefixes, and more.

Click to jump to top of pageClick to jump to parent topicRelational-Formatted Documents

In a relational-formatted document, you map PeopleSoft records to documents.

To create a map, you map a document to a PeopleSoft record and then map the elements of that document to the fields of the PeopleSoft record. This mapping enables you to populate database rowsets using documents.

Creating relational maps for documents is optional.

Click to jump to parent topicThe Document Builder

PeopleSoft provides a Documents Builder that enables you to create and manage documents and define XML and relational formats for them.

Click to jump to parent topicDocument Utilities

The following table lists and briefly describes document technology utilities that PeopleSoft delivers:

Utility

Description

Document Schema Tester

Test document schemas against XML.

Document Tester

Build out document contents.

Create Document from Schema

Create documents from existing XML schemas (XSD).

Update Target Location

Locate document definitions with invalid target locations.

Document/Metadata Validation

Check the integrity of metadata references to documents.

Click to jump to parent topicTranslating Document Builder and Document Utility Fields

Fields on the Document Builder and document utility pages are not translatable.