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Agenda

Communication GenerationDefinition of Communication GenerationCommunication Generation OverviewComparison of Communication Generation and Letter Generation FunctionalityCommunication Generation PreferencesWhere to Find Additional Information on XML Publisher and Communication Generation. HCM

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Agenda

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    2. XML Publisher Definitions of XML Publisher XML Publisher Process Flow and Process Overview XML Publisher Data Source and Report Output Types XML Publisher Technical Requirements and Security HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 2 Agenda

    3. Communication Generation Definition of Communication Generation Communication Generation Overview Comparison of Communication Generation and Letter Generation Functionality Communication Generation Preferences Where to Find Additional Information on XML Publisher and Communication Generation HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 3 Agenda (continued)

    4. What is XML Publisher? Oracle Tool Released in PeopleTools 8.48 Enhancements Delivered in HCM 9.0 Using the 8.5 Toolset Delivered as a “Template Based Publishing Solution” Tool that Merges Data with a Specified Template to Create Reports Data Source is Separate from Report Template(s) End-users can change report output, using familiar desktop tools, without the assistance of technical developers. HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 4 XML Publisher - Definition

    5. XML Publisher – Process Flow HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 5 Simple Process Flow for XML Publisher

    6. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 6 Register Data Sources Makes the Data Source Available to XML Publisher Indicate the “Data Source Type” i.e. PeopleSoft Query or XML Document Generates the Sample Data File Used in the Report Template Generates the Schema File for Used for Offline Template Design

    7. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 7 The “Register Data Source” Page

    8. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 8 Develop Templates Defines the Template to be Used for the Report Templates Can Be Created in Microsoft Word Download the XML Plug-in for Microsoft Word Create Report and Save in RTF Insert Tags from Schema File (from Data Source) Test Output Using Offline Preview Feature

    9. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 9 Developing a Template

    10. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 10 Define Reports Links Data Source with Template(s) Each Data Source Can be Linked to Multiple Templates –To Create Different Report Layouts from a Single Data Set Set Default Output Format Set Report User Security Preview Report Using Sample Data from Data Source

    11. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 11 Example of the “Report Definition” Page

    12. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 12 Publish Decide on Format for Report Output Run Publish Process Query Report Viewer – View Results Online Batch Publish Using the Process Scheduler Publish from PeopleCode within Programs Published Reports are Available in the Report Manager

    13. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 13 Example of the “Query Report Viewer” Page

    14. XML Publisher – Process Overview HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 14 Example of the “Custom XML file” report

    15. Data Source Types PeopleSoft Query Rowset XML File XML Doc XML Publisher – Source & Output Report Output Types HTM PDF RTF XLS HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 15 Data Source Types and Report Output Types

    16. XML Pub – Technical Requirements Supporting Technology (Java Structure/Classes) is Already Available on the Server – No Additional Setup/Install Required Additional Software/Install required for Template Development (Microsoft Word Plug-in) Technical Resources Mainly for Development of Data Sources and Creation of Templates Consider Implementation Time to Develop First Report/Template Especially if Data Structures/Templates are Complex HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 16

    17. XML Publisher – Security Technical Development Security PeopleSoft Delivers Two Roles for XML Development The Power User role allows users to add Query Data Sources and change the RTF Templates. The Report Developer role allows the addition of File Data Sources and RTF Development. HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 17

    18. XML Publisher – Security (cont.) End-user Security User Access is Set on the Report Category Associate Users and/or Roles to a Report Category The Category is then Associated to the Report Template Users Still Need Security for the Pages/Components HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 18 Users still need access to the Page/Components to launch the XMLP. Users still need access to the Page/Components to launch the XMLP.

    19. What is Communication Generation? New Functionality Released in HCM 9.0 Process to generate communications for Persons and Organizations Send emails and/or letters Customizable and flexible with all CC communication features, e.g. enclosure, joint communications, and Checklists Uses 3Cs structure, e.g. Administrative Function, letter codes, security, etc. Letter Generation is still available HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 19 Comm Gen - Definition

    20. Communication Generation is Not a Replacement for Letter Generation. Letter Gen is a Separate Delivered Process that Provides the Data as Output for Use by Another Program, for example Mail Merge, to Create Letters Letter Generation is still available in HCM 9.0 Communication Generation is currently used in the SA Modules – It is Not Used with HR Modules HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 20 Comm Gen – Definition (cont.)

    21. Communication Generation uses XML Publisher and the communication structure to create letters and/or emails Using Comm Gen, a user can easily select the fields to include in the communication(s) Output can be Previewed prior to sending the communication(s) HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 21 Comm Gen - Overview

    22. Comm Gen Emails and Letters Pop Select and date merge parameter Template located within PeopleSoft Merge is done within PeopleSoft Comm Gen and Letter Gen Letter Gen Only Letters Only date merge parameter Template located on a server Need to extract CSV file and mail merge HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 22 Comm Gen vs. Letter Gen Functionality

    23. Communication Preferences can be Set on the Campus Community Installation Page to Allow Multiple Methods of Communication HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 23 Comm Gen – Preferences

    24. Students Can Then Indicate their Communication Preferences in Self Service HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 24 Comm Gen – Preferences (cont.)

    25. Communication Generation Uses XML Publisher Functionality, But they do Not Share the Same Data Source XML Publisher Data Source is Setup in “Reporting Tools” Communication Generation Data Source is Setup in Campus Community For Detailed Information on Communication Generation, See the “HCM 9.0 Campus Community Mod Review Session I” Presentation HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 25 Comm Gen and XML Publisher

    26. Summary XML Publisher Delivered Oracle Tool That Can be Used within any HCM 9.0 Module Define Data Source, Merge with Template, Create Report Once the Technical Setup is Complete, Users Can Easily Modify Templates to Define New Reports Communication Generation New Functionality in HCM 9.0 for Use in Campus Community Process to Generate Communication for Persons and/or Organizations Used in Addition to the Letter Gen Process Used with XML Publisher HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 26

    27. Additional Information CMS Website http://cms.calstate.edu Oracle Website http://www.oracle.com HEUG Website http://www.heug.org HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 27 Where to Find Additional Information

    28. HCM 9.0 Upgrade Campus Readiness Sessions Campus Solutions 28 Next Steps

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