report distribution report distribution in peopletools 8.4 doug ostler & eric knapp 7264
Post on 21-Dec-2015
216 views
TRANSCRIPT
Report Distribution
Report Distribution in PeopleTools 8.4
Doug Ostler & Eric Knapp
7264
Page 2
Agenda
What is it?
How does it work?
Key Features
Steps to setup
Page 3
What Is It?
Starting with tools 8.1, all batch processes are run on centralized servers
Infrastructure to allow reports and log files to be viewed in a browser
Allows reports to be shared by many users
Provides centralized and secure short-term storage of reports
Page 4
How does it work?
An extension of the Process Scheduler Cobol is no longer required to run the Process
Scheduler Works with all supported batch environments
Distribution Agent Companion process to the Process Scheduler Transfers files to the Report Repository Files can be transferred via HTTP(S), FTP or
XCOPY
Page 5
Report Repository
Where the reports are stored
Reports are served up through a PIA web server
Multiple Process Schedulers can share a single Report Repository
Page 6
Architecture
Database
ApplicationServer
PIAWeb Server
PeopleSoft Application
Server
Batch / Reporting Server
ProcessScheduler
BatchProcess
BatchProcess
BatchProcess
Output
ReportRepository
PIA WebServer
DistributionAgent
Page 7
Process Request Page
When scheduling a report, select ‘Web’ as the output type
Client is no longer an option File and Printer are still available
Page 8
Process Monitor
The place you go to check to status of your scheduled process
Filter on: Server, Process Type, Process Name, Run Status, Time span, Process Instance and User ID (if you have access)
Page 9
Process Monitor
Detail page can be used to view reports or log files
Page 10
Report Manager
The place you go to access all of the reports you have security rights to see
New in PeopleTools 8.1
It’s expanded in PeopleTools 8.4 Explorer List Administration
Now under the “Reporting Tools” menu
Page 11
Report Manager, Administration
Renamed from “Report List”
Filter on: Status, Process Type, Folder Name, Most Recent, Process Instance
Page 12
Index Page
Replaces index page from 8.1
Translated for each user
Page 13
The output!
Can be viewed in Browser or downloaded
Page 14
Report Manager, Roles
The ReportAdmin role allows access to all reports in the report manager
The ReportSuperUser role allows a user update the reports that they have access to view Delete report Change expiration date Update distribution list
Page 15
Report Manager, List and Explorer
Can show reports from multiple databases
Groups reports in folders
Powered by Integration Broker
Must have a Pub/Sub service running
Administration page only works on a single database
Page 16
Report Manager, List
Shows all of your reports in a list
Filter on: Folder, Name, Process Instance, Creation Date, Most Recent
Page 17
Report Manger, Explorer
Shows all of your reports in folders
Page 18
System Settings, Report Folders Administration
Folders are managed by a system administrator
Page 19
Window Output Type
Allows reports to be viewed as soon as they are done, without navigating to the Report Manager
All of the same capabilities of ‘Web’ Great for self-service
Page 20
Window Output Type
Achieved through a specialized web server
Same technology as Multi-Channel Framework
No code on the client
Not a ‘push’ technology, very low network load
Page 21
My Reports Paglet
Shows the most recently run reports
Delivered with the Portal Pack or Enterprise Portal
Configurable for number of reports and time span
Page 22
Distribution Lists
Reports can be distributed to Users or Roles
Distribution Lists can be added at run time or in the process definition
Page 23
Email Distribution
Emails report output to distribution list
Distribution list can be set at runtime or in Process Definition
Page 24
Email Link
When using web or window distribution, emails a link to the distribution list
Page 25
Output Types
Printer File Email Web Window
AE
Crystal
nVision
SQR
Query
Page 26
Most Report Distribution Issues
stem from configuration!
Page 27
Common Issues
Blank Page Displays
Error 404 – Not Found
Signon Screen
Page 28
Configuration
Report Repository
Distribution Agent Report Node Definition Server Definition
Process Scheduler
configuration.properties ReportRepositoryPath
FTP Service – Necessary for Unix to NT or OS390 to NT transfers
Page 29
Configuration – Report Node Definition
What information do I need to configure a Report Node Definition?
Machine name of your Report Repository Webserver
Port number that your Report Repository Webserver is running on
Your PIA Location
Page 30
What the heck is my PIA Location?
PeopleSoft Internet Architecture
Your PIA Location is defined when configuring your webserver
Your PIA Location is shown in your PeopleSoft signon URL
http://machinename:PORT/PIALocation
Page 31
Configuration – Server Definition
The Distribution Agent will not start unless a Report Node Definition is attached to a Server Definition.
Page 32
Blank Page Displayed
We usually see this when using FTP to transfer reports. This indicates that the reports did not make it to the report repository.
Page 33
Blank Page Displayed – What to check!
Home Directory field in Report Node
ReportRepositoryPath in configuration.properties
Changes to FTP ID and Password
Permissions on Report Repository
Page 34
Error 404—Not Found
Indicates a valid server connection. The reports have been transferred, but they can’t be viewed.
Page 35
Error 404—Not Found - What to Check!
Is the Report Node URL correct? Verify machine name, Port, PIA Location
Operating System of the Report Server
Page 36
Signon Screen
This is not a bug!
Designed to authenticate the user ID
It will display until Single Signon is configured
Page 37
Signon Screen – What to check!
Is the local message node trusted?
Does the Report Server reside in the same domain as the other Webservers?
Be consistent with your machine names
AuthTokenDomain=.peoplesoft.com