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    How To Customize Templates

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    gopinath atmuri
    This document provides instructions for customizing an Oracle seeded template. It involves copying the template to a custom folder, making edits, and saving the changes. Any process using the template will then use the customized version. The custom folder prevents overwriting the original template with patches.

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    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd

    How To Customize Templates

    Uploaded by

    gopinath atmuri
    13 views5 pages
    This document provides instructions for customizing an Oracle seeded template. It involves copying the template to a custom folder, making edits, and saving the changes. Any process using the template will then use the customized version. The custom folder prevents overwriting the original template with patches.

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    How_to_customize_templates

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    This document provides instructions for customizing an Oracle seeded template. It involves copying the template to a custom folder, making edits, and saving the changes. Any process using the template will then use the customized version. The custom folder prevents overwriting the original template with patches.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    13 views5 pages

    How To Customize Templates

    Uploaded by

    gopinath atmuri
    This document provides instructions for customizing an Oracle seeded template. It involves copying the template to a custom folder, making edits, and saving the changes. Any process using the template will then use the customized version. The custom folder prevents overwriting the original template with patches.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    of 5

    How to customize an Oracle Seeded template

    By customizing an Oracle delivered template, it allows you to alter it meet your own requirements and have any
    process which uses the report, to use your new version.

    **Please do not make any changes outside of the Custom folder on the BIP server, as this will impact the delivery of
    patches to the seeded templates and make impact the successful running of various processes.**

    For this guide we will take the example of customizing the UK BACS template shipped within the EFT Report.
    However the same approach can be taken for any template which you’d like to customize.

    Access the BIP server

    This can be done one of two ways. If you have the ‘xmlpserver’ URL then can access the BIP server directly, logging in
    with a user who has BI Author privilege. The second way to access the BIP server is via the Fusion application’s
    navigator.

    1) From Navigator select ‘Reports and Analytics’


    2) Click on Browse Catalog

    3) This will open a new tab which will be the ‘analytics’ URL of the BIP server, change this to ‘xmlpserver’

    Customizing Report

    4) You will then need to select ‘Catalog’ – found on the right hand side of the blue menu
    5) Navigate down the catalog as shown below, to find the EFT report.
    6) Click on ’More’ and then ‘Customize’

    This will create an identical version of the EFT Report in the


    ‘Custom’ folder of the BIP catalog.

    As you can see from the graphic to the right, we now have two
    Payment Distribution folders. One is /Shared
    Folders/Custom/Human Capital
    Management/Payroll/Payment Distribution

    The other is the original location

    /Shared Folders/Human Capital


    Management/Payroll/Payment Distribution/

    Any report which resides in the Custom folder will not overwrite
    the original report or template, but you will only be able to view
    the customized version of a report, regardless of which location
    you view it.
    7) Click on Edit if you aren’t automatically put into the EFT report. Ensure you are in the ‘Custom’ directory

    8) Click on Edit for the UK BACS template.

    9) Save a copy of this template, as you can then base any changes from it.
    10) Click on ‘View a list’, found on the right hand side of the screen

    11) Make a note of the values set here for the BACS template.

    Field Name Value


    Name UK BACS
    Template File FUSION_DYN_LAYOUT.rtf
    Type etext
    Output Format Text
    Default Format Text
    Locale English (United Kingdom)

    12) Click to go back to ‘View Thumbnails’ rather than the List view and delete the UK BACS template.
    Adding customized template

    13) Click on ‘Add New Layout’ found on right hand side

    14) Select Upload and enter the below details, which match the table from step 11.

    15) Click ‘Save’ to ensure changes are saved.

    Once the new template is uploaded, any process which uses the UK BACS template will automatically use your new
    customized template. If you ever need to revert back to the Oracle seeded template, you can just delete the report
    from your customized folder and the original one will still exist in /Shared Folders/Human Capital
    Management/Payroll/Payment Distribution/

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