1. Prepared by: Session ID: Programming Workcenters Matthew Engel Senior Programmer Analyst Information Systems Stony Brook University www.linkedin.com/in/mjengel 102270

2. About Me Matthew Engel Senior Programmer Analyst University Information Systems Stony Brook University matthew.engel@stonybrook.edu www.linkedin.com/in/mjengel 20+ Years Computer Programming Experience PeopleSoft Developer for 5 Years Oracle Database 18 Years Finance and Budget

3. Stony Brook University Founded in 1957, One Of The State University Of New York’s Four University Centers There Are A Total Of 64 Campuses In The SUNY System We Are Part Of The AAU (Association of American Universities)

4. More About Stony Brook University  We Are Part Of The AAU (Association of American Universities)  Ranked One Of The 30 Best Values In Public Colleges And Universities By Kiplinger  Ranked In The Top One Percent Of The World’s Higher Education Institutions By The Times Higher Education World University Rankings  One Of Only Ten Universities Nationwide Recognized By The National Science Foundation For Combining Research With Undergraduate Education  About 25,000 students.  Over 16,000 Undergraduates  Over 8,000 Graduate Students

5. STONY BROOK & ORACLE Finance 9.2/PeopleTools 8.53 HCM 9.0/PeopleTools 8.53 CS 9.0/PeopleTools 8.53 In Production With PeopleSoft Since 1998

6. Our Story  Crystal Going Away With PeopleTools 8.55  Options For Replacement  BI Publisher Only  Programmatic PDF Generation  Other Reporting Options (Excel?)  Workcenter Is A User Friendly Option

7. What We Did  Married Technologies For Better User Experience  Created An Application Package For A WorkCenter  Created A Method Which Will Run A Query/Create PDF  Can Run The Query Directly To PDF File Or Use BI Publisher  Parameters Can Be Passed To The Query Programmatically

8. Agenda/Contents Starting With A BI Publisher Report, Create A Workcenter Link Which Opens A PDF. 1.WORKCENTER APPLICATION PACKAGES What Are They And How Can We Use Them? 2.WORKCENTER APPLICATION CLASSES MyWorkLink Class And The Constructor Class 3.CUSTOM APPLICATION CLASSES Inheriting The MyWorkLink Class Creating A Callback Function 4.OTHER CRYSTAL OPTIONS

9. WORKCENTER APPLICATION PACKAGES

10. What Is An Application Package?  A Storage Container For PeopleCode Application Classes  Can Contain Other Application Packages  Accessible From Any Other PeopleCode  Classes Should Be Grouped By Purpose Or Function

11. Programming a Workcenter Link Uses Application Packages/Classes

12. Application Package Hierarchy  XX_WORKCENTER_DASHBOARD  (FS_WORKCENTER_DASHBOARD)  Delivered Finance Application Package  XX_YY_WORKCENTER DASHBOARD  (FS_AP_WORKCENTER_DASHBOARD)  Delivered AP Dashboard Application Package  Inherits From Finance Application Package  CUSTOM_DASHBOARD_APP_PKG  (SU_FSA_WORKCENTER_DASHBOARD)  Customized Dashboard  Inherits From Finance Application Package

13. XX_Workcenter_DASHBOARD  Delivered Application Package  Contains Workcenter Fundamental Classes

14. Programming a Workcenter  FS_WORKCENTER_DASHBOARD:MyWork:Pagelet:MyWorkLink  Delivered Interface Class  Contains Basic Workcenter Functionality  Designed To Be Inherited  method OnLinkClick  method GetRowExists  method GetRowCount  method GetToolTip  method FilterXctnData  property WhereStr

15. OnLinkClick  OnLinkClick –Executes When The User Clicks The Link –Used For Setup/Initialization And Display Of The Component –PITFALL: The System Can Not Open A Component In A New Window From A New Window.

16. GetRowExists  GetRowExists  Inherited Method Used To Indicate If Link Is Available SELECT 'X' FROM FSPC_WRKCNT_TMP where exists (select 'x' from ps_ where )

17. GetRowCount  GetRowCount  Inherited Method The Displays A Rowcount Next To The Link  PITFALL:  MUST Select ‘Show Count’ On Pagelet Setup

18. GetToolTip  GetToolTip  Returns A String That Is Used To Display The Tooltip

19. Wherestr  WhereStr  Used For Filtering The Record  Must Be Set With A Dummy “1=1” If No Filtering Is Needed

20. XX_YY_WORKCENTER_DASHBOARD  Delivered WorkCenter Application Class  Classes Can Be Imported To Utilize Pre-written Functionality  Classes Can Be Used As A Template For Custom Classes

21. Custom Application Package  Separate Package For Each Group  i.e. A Set Of Voucher WorkCenter Pages Are Put In ‘Voucher’ Package  MyWorkLink Class In Each Package  Each MyWorkLink Class May Be Different For Each Package  Report Class Also In Each Package  Called From The Run Control Record (Callback Function)  Contains The Methods Which Runs The Report

22. Report Class  Constructor  Sets %Super To Parent Class (MyWorkLink Class)  Sets LinkWhereStr

23. Creating PDF Output  Query To File

24. Creating PDF Output  BI Publisher

25. Creating PDF Output  Use JAVA Calls  iText  PDFClown  jPod  PDFJet  PDFBox

26. Callback Functions  Callback Functions  Called From The Record PeopleCode  Call The Application Class For Functionality

27. Other Options: Queries and Views  Both Can Be Put On The Workcenter Menu  Queries Allow Drilldown Ability  Views Allow Data Analysis Programmatically  Views Allow More Programmatic Options

28. Concluding Thoughts ANY QUESTIONS?

29. Presenters Senior Programmer Analyst, University Information Systems Stony Brook University matthew.engel@stonybrook.edu www.linkedin.com/in/mjengel Matthew Engel

30. Session ID: Please complete the session evaluation 102270