Distributing Reports for Scopes Based on Tree Nodes

Since your scope is based on tree nodes, the key to entering appropriate distribution information into the tree is to modify the tree node table to include additional distribution fields. You need to add the additional fields, DISTLIST and EMAIL_TO,to the node table to be the distribution fields for web and email distribution separately. You can run the following SQL scripts to move the nodes from record TREE_NODE_TBL to record DEPT_NODE_TBL, while adding the two new fields to record DEPT_NODE_TB.

To move all nodes where the tree has detail values based on a given field (such as DEPTID), use the following script:

INSERT INTO PS_DEPT_NODE_TBL
SELECT DISTINCT A.SETID, A.TREE_NODE, A.EFFDT, A.EFF_STATUS, A.DESCR, ' ', ' '
  FROM PS_TREE_NODE_TBL A, PSTREENODE B
  WHERE A.TREE_NODE = B.TREE_NODE
    AND B.TREE_NAME IN (SELECT C.TREE_NAME
  FROM PSTREEDEFN C, PSTREESTRCT D
  WHERE D.TREE_STRCT_ID = C.TREE_STRCT_ID
    AND ( C.EFFDT = B.EFFDT
    AND C.SETID = B.SETID
    AND D.DTL_FIELDNAME = 'DEPTID' )) 

To move all nodes for a given tree name, use the following script:

INSERT INTO PS_DEPT_NODE_TBL
SELECT DISTINCT A.SETID, A.TREE_NODE, A.EFFDT, A.EFF_STATUS, A.DESCR, ' ', ' '
  FROM PS_TREE_NODE_TBL A, PSTREENODE B
  WHERE A.TREE_NODE = B.TREE_NODE
    AND B.TREE_NAME = 'DEPARTMENTS' 

To move all nodes where the tree is based on a specific tree structure ID, use the following script:

INSERT INTO PS_DEPT_NODE_TBL
SELECT DISTINCT A.SETID, A.TREE_NODE, A.EFFDT, A.EFF_STATUS, A.DESCR, ' ', ' '
  FROM PS_TREE_NODE_TBL A, PSTREENODE B
  WHERE A.TREE_NODE = B.TREE_NODE
    AND B.TREE_NAME IN (SELECT C.TREE_NAME
  FROM PSTREEDEFN C
  WHERE C.TREE_STRCT_ID = 'DEPTID'
    AND ( C.EFFDT = B.EFFDT
    AND C.SETID = B.SETID ))

In Application Designer, clone the DEPARTMENT page to get a new DEPT_NODE_TBL (Department Node Table) page.

In this table, add new page fields (as in the Routing Information section of the example below) to be the data population area for record fields DISTLIST and EMAIL_TO.

Also in Application Designer, create a new component DEPT_NODE and include the DEPT_NODE_TBL page in it. And then, make this new component DEPT_NODE a part of the Tree Manager page system.

Image: Example of the DEPT_NODE_TBL page

This example illustrates the fields and controls on the DEPT_NODE_TBL page.

Use the Page Permissions page (ACL_PAGES2) to grand security permissions, set distribution information, and make the new node pages available to users when they maintain the tree.

Image: Page Permissions page

This example illustrates the fields and controls on the Page Permissions page.

To grant security permissions for the tree in PIA:

1. Select PeopleTools > Security > Permissions & Roles > Permission Lists.

2. Open a permission list.

   For example, to grant user VP1 to maintain the tree when VP1 belongs to the ALLPNLS permission list, open the permission list for ALLPNLS.

3. Select the Pages tab.

4. Find the TREE_MANAGER item in the list and click the Edit Components link.

   The Component Permissions page appears, and the Dept Node (Department Node) component should be in the list and not authorized.

5. Click the Edit Pages link in the row where the Dept Node component is listed.

6. Click the Select All button to grant access to the page, and then click the OK button.

7. Click the OK button on the Component Permissions page.

8. Click the Save button on the Permission List page.

Use the Tree Structure – Nodes page to modify the tree structure to use the new node table and node page.

Image: Tree Structure – Nodes page

This example shows a version of tree structure (TREE_NODE_DISTRIB) that was modified to use the new node table (DEPT_NODE_TBL) and node page (DEPT_NODE_TBL).

To set up Tree Manager in PIA to use the new page:

1. Select Tree Manager > Tree Structure.

2. Select a structure.

3. Select the Nodes tab to change where the node information is stored.

4. Modify the structure to use the new DEPT_NODE_TBL record and new DEPT_NODE_TBL page.

Use the Dept Node Tbl (Department Node Table) page to enter either email addresses, distribution IDs, or a combination of both in the new node page DEPT_NODE_TBL. When populating distribution IDs, you are populating the users or roles that Report Manager uses.

To add distribution route information to a tree:

1. Select Tree Manager > Tree Manager > and select the required tree.

2. Highlight the tree nodes and click the Edit Data icon to add the distribution routing information.

   The Dept Node Tbl page appears.

3. Add the distribution routing information.

4. Click the OK button to save.

When Security and Tree Manager have the correct information, the final step is to connect it to PS/nVision.

This section describes the steps to complete this task:

• Check scope definition.

• Specify scope in report request.

• Specify email and security delivery template options.

Checking Scope Definition

The following example shows the scope definition DIVISIONS, which is on the field DEPTID against all nodes at the level DIVISION using the DEPARTMENTS tree.

Image: Scope Definition page

This example illustrates the fields and controls on the Scope Definition page.