Setting Up Document Comparison and Rendering
These topics are discussed:
To compare and render documents, you must enable the features in the Document Compares & Rendering section on the Installation Options - Supplier Contract Management Page.
Document comparisons enable you to compare the current document to a temporarily re-created, refreshed, or last-executed document.
Last-executed documents are available only when you are working with amendments. The system compares the current document to a temporary document using the normal Microsoft Word - Compare Document feature without you accessing it through Microsoft Word. In addition, you can compare any two document versions from history for an understanding of changes between different Microsoft Word-based checked-in versions.
The resulting output document highlights the differences between the documents you chose to compare. You can use this feature to determine what the effect of doing a document refresh or re-creation would be and what changes you would lose or gain, as well as to see what changes were made to specific versions in history.
Document rendering is the process by which the system provides files in a .doc or a .pdf format to users who do not want to use Microsoft Word to view the documents.
When the system creates XML documents, they are meant to be opened only using Microsoft Word. If suppliers do not have this version available to them or if they prefer to review the documents in a .doc or .pdf format, then you use the Installation Options page to set up information enabling the system to convert the documents from an XML format to a .doc or .pdf format.
Conversion to a .doc or .pdf format is available only as an option when you send documents to contacts or dispatch documents during the document life cycle. When you send the documents, the system converts the documents that are attached to the email to .doc or .pdf file formats.
Oracle delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as Supply Chain Management.
Your database administrator will need to assist you with this setup. For additional information, see Incoming and Outgoing Request Flows, "Understanding PeopleSoft Integration Broker," PeopleTools: Integration Broker.
After completing the following steps, you can convert documents to a .doc format and compare documents using the Document Management page.
To use the compare and render features, perform these steps on your Microsoft Windows device:
Ensure that PeopleTools is installed on a Microsoft Windows machine.
The PeopleTools installation on this machine must have the file %PSHOME%/BIN/SERVER/WINX86/ CSDOCUTIL.DLL. This file enables server-side processing of Microsoft Word files.
Create an application server domain.
If you select the Enable Rendering .doc check box on the Installation Options - Supplier Contract Management Page, then you need to ensure that the same machine has Microsoft Word installed on it.
The CSDOCUTIL program interacts with Microsoft Word on the machine.
If you are using Microsoft Word 2010 or a later version, then you do not need this add-in.
If you are using Microsoft Word 2007, then you need to download a Microsoft add-in to save as a PDF or XPS.
Access this website.
If you select the Enable Rendering .pdf check box on the Installation Options - Supplier Contract Management Page, then you need to select Adobe (Word) in the Signature Method field even if you do not plan to implement digital signatures.
The system relies on this option to determine whether to use Adobe Acrobat or Microsoft Word to render a PDF. You can then disable digital signatures. Otherwise, if Adobe (Deprecated) is selected as the Signature Method, the system requires Adobe Acrobat to be installed on the Windows machine.
Configure the Integration Gateway if it is not already configured for the database.
The integration gateway is a platform that manages the receipt and delivery of messages that are passed among systems through PeopleSoft Integration Broker. For additional information, see "Managing Integration Gateways," PeopleTools: Integration Broker.
Activate the CS_DOC_ACTION service operation.
This service operation is a synchronous operation and serves as the integration that handles all requests to the Document Utilities library. Using the library, the system converts documents to a .doc format and enables the comparison of documents using the Document Management page.
To activate the service operation:
Select
Select CS_DOC_ACTION in the Service Operation field.
Click Search.
The service operation appears in the search results.
Click the Service Operation link.
The Service Operations page appears with the service operation definition. The definition consists of general information about an operation, such as its name and alias if one has been defined. It also specifies an operation type, which determines how the operation is to be processed, synchronously or asynchronously. The CS_DOC_ACTION operation is processed synchronously, meaning that the system waits for a response to the message. In addition, the service operation definition contains routings, which determine the direction, inbound or outbound, of the service operation. A service operation has one or more handlers, which contain and run the programming logic for sending or receiving the message and manipulating message content.
See Incoming and Outgoing Request Flows, "Understanding PeopleSoft Integration Broker," and "Managing Service Operations,"PeopleTools: Integration Broker.
Ensure that the Active check box is selected in the Default Service Operation Version group box.
If the version that you want is not the default version for the service operation, the default version must also be activated.
Select the Handlers tab.
The page provides summary information about handlers that have been added to an operation. Two individual server processes work together to handle incoming requests. One server process functions as a dispatcher, and the other functions as a handler. You can specify an application class as a handler for a service operation. The CS_DOC_ACTION uses an application class handler. For additional information, see "Sending and Receiving Messages,"PeopleTools: Integration Broker.
Ensure that Active is selected in the Status field on the Handlers tab.
Click the Save button.
Complete the fields in the Document Compares & Rendering section on the Installation Options - Supplier Contract Management Page.