Using PeopleSoft File Layout(Third Party Administrator File Generation)( y )

•Judi Doolittle, OCP, Oracle ACE•Natasha GarciaS di N i l L b iSandia National Laboratories

What we will cover

• Writing Data to a Flat File• Methods to Read and Write (Plain Text Files)• Writing Files (Defined by a File Layout)• Creating an App Engine (to Export Data to

Flat File)• Creating Multilevel File Layout• PeopleCode for Multilevel File Layout• Segments in File Layout

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Writing Data to a Flat File

• File Class Methods– ReadLine (string)

W it Li ( t i )– WriteLine (string)– WriteString (string)

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PeopleCode ExampleLocal string &string;Local string &string;Local File &Myfile, &Myfile2;

&MyFile = GetFile(“test txt” “R”);&MyFile = GetFile( test.txt , R );&MyFile2 = GetFile(“c:\temp\test2.txt”, “W”, %FilePath_Absolute);

If &M Fil I O ThIf &MyFile.IsOpen ThenWhile &Myfile.ReadLine(&string);

&MyFile2.WriteLine(&string);E d WhilEnd-While;

End-If;

&M Fil Cl ()&MyFile.Close();&MyFile2.Close();

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PeopleCode ExampleL l X lD &i ldLocal XmlDoc &inxmldoc/* load message to file */&xmlfile = GetFile("IB MSG TEMP xml" "W");&xmlfile = GetFile("IB_MSG_TEMP.xml", "W");If &xmlfile.IsOpen Then

&xmlstring = &inxmldoc GenFormattedXmlString();&xmlstring = &inxmldoc.GenFormattedXmlString();&xmlfile.WriteString(&xmlstring);&xmlfile.Close();&xmlfile.Close();

End-If;

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Methods to Read and WriteMethods to Read and Write(Plain Text Files)• WriteRecord- writes the contents of a record

object to the file. You can use this to write one file record at a time and not have toone file record at a time and not have to instantiate and populate a rowset object.

• WriteRowset- writes the contents of a rowset object rowset to the output file associatedobject, rowset, to the output file associated with the file object that calls the method. Calling this method one time writes the entire gcontents of the rowset to the file.

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CreateRowset

Local Rowset &rs_carry_desig;

&rs_carry_desig = CreateRowset(Record.AV_DESIGNATION);

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CreateSQL FunctionI t ti t SQL bj t f th SQL l th it• Instantiates a SQL object from the SQL class—then it opens it on the sqlstring and/or input values.

• The sqlstring is the parameter that holds the SQLThe sqlstring is the parameter that holds the SQL statement

• SQL errors will cause PeopleCode to terminate with an error

• MetaSQL%SelectAll is a way to select everything in a record– %SelectAll is a way to select everything in a record

– Tip: Remember to wrap DateTime fields with %DateOut, %TimeOut, %DateIn, and %TimeIn

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PeopleCode ExampleL l R d & 1Local Record &rec1;Local SQL &SQL;

/*Create Instance of Record */&rec1 = CreateRecord(record tc help me tbl);&rec1 = CreateRecord(record.tc_help_me_tbl);

/*Create SQL object to populate rowset *// Create SQL object to populate rowset /&SQL = CreateSQL(“%selectall(:1)”, &rec1);…

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Writing Files using File LayoutLocal File &M FileLocal File &MyFile;Local Record &rec1;Local SQL &SQL1;/*Create Instance of Record */&rec1 = CreateRecord(record.tc_help_me_tbl);&MyFile = GetFile(“c:\temp\help me.txt”, “A”, %FilePath Absolute);y ( p p_ , , _ );&MyFile.setFileLayout(FileLayout.help_me);/*Create SQL object to populate rowset */&SQL1 = CreateSQL(“%selectall(:1)” &rec1);&SQL1 = CreateSQL( %selectall(:1) , &rec1);While &SQL1.Fetch(&rec1)

&MyFile.WriteRecord(&rec1);End-While;&MyFile.Close();

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Creating an App EngineCreating an App Engine(to Export Data to Flat File)• Steps

– Application Designer, File, New, Application Engine ProgramEngine Program

– Select Insert, Action– Save the ProgramSave the Program– Change the Action type to PeopleCode– Enter Code– Save– Run

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Steps for Creating a Multilevel Steps for Creating a Multilevel File Layout1 C t Vi1. Create a View2. Create a new file layout3 Drop and drag the view into the layout3. Drop and drag the view into the layout4. Use the toolbar arrows to determine hierarchy5. Double-click the record name to set segment

properties6. Assign a unique file record ID to each record7 Note: start position and length are set automatically7. Note: start position and length are set automatically8. Click OK9. Click Yes to increment the start position of all fields 10. Save the File

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Easiest Way to do File LayoutEasiest Way to do File Layout—Match to View• Record SL_BEN_COBC_VW

File Layout one to one to View

File Record ID

• Identifies the record• Can be used with fixed and CSV files• ID must be included in your flat file• Assigned at the file layout segment level

COBRA TPA (Thi d P t COBRA TPA (Third Party Administrator) File Layout Example

Creating Rowsets and File/***Create Rowset Instance***// Create Rowset Instance /&sl_rowset = CreateRowset(Record.SL_BEN_COBC_VW);&sl_rowset2 = &sl_rowset.GetRow(1).GetRowset(1);/***Create File Instance***/If &whereto = "local" Then

&path = "c:\temp\";Else

/* Get Unix path for files *//* Get Unix path for files */SQLExec("Select sl_charval from sl_pr_parm_tbl where sl_keyval = 'PATH-PROD-UNIX'", &path);

End-If;/* Filename */&filename = &curdate | "_CB_PAR_" | &clientid | ".txt";/** Create an instance of the File - this will be opened in Write mode with an absolute path. Then associate it with the appropriate File Layout */&COBRAFil G tFil (& th | &fil "W" %Fil P th Ab l t )&COBRAFile = GetFile(&path | &filename, "W", %FilePath_Absolute);/*********** Filelayout ************************************/&COBRAFile.SetFileLayout(FileLayout.SL_COB_PAR);

SQL Statements

/* Create SQL object to retrieve values */

&SQL1 = CreateSQL("%selectall(:1)", &recl);&SQL2 = CreateSQL("%selectall(:1)", &rec2);&SQL3 = CreateSQL("%selectall(:1)", &rec3);

Looping the Level One Record/* Loop through the rowset to get the values and write the rowset to file *// Loop through the rowset to get the values and write the rowset to file /While &SQL_HDR.Fetch(&recl)

/*copy record to rowset */&recl.CopyFieldsTo(&rowset1.GetRow(1).SL_BEN_COB_HDR);/* Write rowset to file */&COBRAFil W it R t(& t1)&COBRAFile.WriteRowset(&rowset1);

End-While;/* Fetch data from SL_BEN_COBP_VW */While &SQL_PAR.Fetch(&rec2)

&I = 1;/* Copy record to the rowset */&rec2.CopyFieldsTo(&rowset2.GetRow(&I).SL_BEN_COBP_VW);&rowset2.InsertRow(&I);&COBRAFile.WriteRowset(&rowset2);&I = &I + 1;&I &I + 1;

End-While;While &SQL_TRL.Fetch(&rec3)

/*copy record to rowset */&rec3.CopyFieldsTo(&rowset3.GetRow(1).SL_BEN_COB_TRL);/* Write rowset to file */&COBRAFile.WriteRowset(&rowset3);

End-While;

Segments

• Uses:– Specify the action to take for rows of data

Li it fi ld th fil l t– Limit fields on the file layout– Identify File Layout

Indicate Action

• You need to send a flat file to another app– Indicate Action

Insert• Insert• Update• Delete

• Use Segment to indicate the action

Limit Fields

• Following provided from: “PeopleSoft Integration Tools and Utilities”, File Layout and Data Interchange sectionand Data Interchange section

• You have a file and you only want two fields from itfrom it

• One way is to update everything and then manually delete the unwanted datamanually delete the unwanted data

• Or insert a segment name it the same as the table and insert only the two fields you wanttable and insert only the two fields you want

Limit Fields Cont.

• You have data that changes or you need to insert new rowsC t i l fi ld d AUDIT ACTION• Create a single field named AUDIT_ACTION which will indicate if the record is new or changedchanged

• Use PeopleCode to look for the field and value and process conditional logicvalue and process conditional logic

Identifying the File Layout

• Use a segment to identify the part of the file you want to import

999 P d t /* PRODUCT l t*/999 Product /*use PRODUCT layout*/

Steps to work with a SegmentD d d d i t th fil l t• Drag and drop your record into the file layout

• Select InsertSegment• Segment

• Record Name, Max Length, & File Record ID (if you have one))

• Place your cursor on the Segment Name• Select

– Insert File Field or– Insert Database Field

Then arrange the Segments in the order you want• Then arrange the Segments in the order you want

Stepping Through Inserting a Stepping Through Inserting a Segment

Creating a Child Segment

• Insert a Child Segment—highlight record, select Insert, ChildSegment, and enter file record namerecord name

Putting it all togetherPutting it all together(real world example)

What we covered

• Writing Data to a Flat File• Methods to Read and Write (Plain Text Files)• Writing Files (Defined by a File Layout)• Creating an App Engine (to Export Data to

Flat File)• Creating Multilevel File Layout• PeopleCode for Multilevel File Layout• Segments in File Layout

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Book Signing

• Time: 11:45 am to 12:45 pm• Location: Bookstore

Download Presentation

• http://www.oraclepressbooks.com/downloads/

Questions

• jhotsin@sandia.gov• Judi_doolittle@ioug.org• nygarci@sandia.gov