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How to transport PeopleSoft
Crystal reports to BI Publisher
reports via automation
Session Number 5276
March 27, 2018
Jay Murugan
Architect
DataTerrain
jmurugan@dataterrain.com
DataTerrain
& Oracle
DataTerrain has expertise on multiple Oracle products like Taleo,
Oracle Fusion HCM, PeopleSoft, Discoverer and Hyperion.
The following versions are specific to this presentation:
• PeopleSoft version 9.2
• OBIEE 11g and 12c
DataTerrain Overview
4
9 years in BI
Reports automation Silicon
Valley
based
Experienced and
Efficient team Oracle Gold
Partner
Why migrate to BI Publisher
Oracle has announced that PeopleSoft will end support for all Crystal Reports
following the end of Premier Support for 9.1 applications. Migrating to BI
Publisher has the following advantages:
• OBIEE is an enterprise reporting solution. And is available as on premise
solution as well as cloud-based reporting called BICS (Business Intelligence
Cloud service)
• Separate data logic, layout & translation
• BI Publisher can have multiple layouts for a single dataset, thereby reducing the
number of reports
• Users can view a report in interactive mode for lightweight analysis and generate
pixel-perfect reports
• You can create reports from virtually any data source with a JDBC connection.
• Provides Role-based security
5
Introduction to Automation
6
DataTerrain automation system converts both Datamodel and
Report components
Migration Approach
7
Analysis
Solution
Definition Migration Rollout
• Technical
• Functional
• Consolidation
• Complexity
• Project plan
• Environment
setup
• Proof of
concept
• Automated
migration
• Validation
• Issue Fixing
• Unit testing
• Transition to
Pre-Production
• UAT
• Migrate to
Production
Datamodel Automation
The following Datamodel features are part of conversion automation:
• Query
• Joins
• Parameters
• Computed/Formula Columns
• Command Query
• Separate Datasets for Subreports
• Dataset Links created for Subreports links
8
Report Automation
Crystal features are converted within few minutes by DataTerrain’s automation
system. The same in manual building takes hours or days.
• Tables(with Groups/Totals/Sub-Totals)
• Pivots
• Charts
• Formatting (Font/Number)
• Conditional Formatting
• Hyperlinks
• Page Layout properties/Dynamic fields in Header & Footer
• Static Filters
• Subreports
9
- The layouts can be
customised
(formats/header/footer etc.)
which be applied across all
reports
- Best Practices can be
incorporated in the tool
Process automation and DataTerrain
responsibilities – Crystal Reports
10
T6 Advantages
1. Speed - converts in minutes what would normally take hours or days for manual
conversion
2. Accuracy – Avoids human errors. Preserve years of efforts in design / development.
3. Consistency- Applies that same format/best practices across all the reports
4. Customizable – customized for specific features like Header/Logo etc.
5. Internal IT – Conserve internal team
6. Cost – DataTerrain offers fixed pricing model per report (fully functioning).
11
Questions?
Additional inquiries:
connect@dataterrain.com
650.701.1100
Complete your session survey!
• Open the HEUG Events App on your phone, tablet, or
laptop
• Click on this session in your schedule.
• Then click the "Resources" button and "Survey“
You will be required to login once with your Eventsential username
and password.
This presentation and all Alliance 2018 presentations are
available for download from the Conference site at
www.alliance-conference.com

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How to transport PeopleSoft Crystal to BIP via automation_M.... (1).pptx

  • 1. How to transport PeopleSoft Crystal reports to BI Publisher reports via automation Session Number 5276 March 27, 2018
  • 3. DataTerrain & Oracle DataTerrain has expertise on multiple Oracle products like Taleo, Oracle Fusion HCM, PeopleSoft, Discoverer and Hyperion. The following versions are specific to this presentation: • PeopleSoft version 9.2 • OBIEE 11g and 12c
  • 4. DataTerrain Overview 4 9 years in BI Reports automation Silicon Valley based Experienced and Efficient team Oracle Gold Partner
  • 5. Why migrate to BI Publisher Oracle has announced that PeopleSoft will end support for all Crystal Reports following the end of Premier Support for 9.1 applications. Migrating to BI Publisher has the following advantages: • OBIEE is an enterprise reporting solution. And is available as on premise solution as well as cloud-based reporting called BICS (Business Intelligence Cloud service) • Separate data logic, layout & translation • BI Publisher can have multiple layouts for a single dataset, thereby reducing the number of reports • Users can view a report in interactive mode for lightweight analysis and generate pixel-perfect reports • You can create reports from virtually any data source with a JDBC connection. • Provides Role-based security 5
  • 6. Introduction to Automation 6 DataTerrain automation system converts both Datamodel and Report components
  • 7. Migration Approach 7 Analysis Solution Definition Migration Rollout • Technical • Functional • Consolidation • Complexity • Project plan • Environment setup • Proof of concept • Automated migration • Validation • Issue Fixing • Unit testing • Transition to Pre-Production • UAT • Migrate to Production
  • 8. Datamodel Automation The following Datamodel features are part of conversion automation: • Query • Joins • Parameters • Computed/Formula Columns • Command Query • Separate Datasets for Subreports • Dataset Links created for Subreports links 8
  • 9. Report Automation Crystal features are converted within few minutes by DataTerrain’s automation system. The same in manual building takes hours or days. • Tables(with Groups/Totals/Sub-Totals) • Pivots • Charts • Formatting (Font/Number) • Conditional Formatting • Hyperlinks • Page Layout properties/Dynamic fields in Header & Footer • Static Filters • Subreports 9 - The layouts can be customised (formats/header/footer etc.) which be applied across all reports - Best Practices can be incorporated in the tool
  • 10. Process automation and DataTerrain responsibilities – Crystal Reports 10
  • 11. T6 Advantages 1. Speed - converts in minutes what would normally take hours or days for manual conversion 2. Accuracy – Avoids human errors. Preserve years of efforts in design / development. 3. Consistency- Applies that same format/best practices across all the reports 4. Customizable – customized for specific features like Header/Logo etc. 5. Internal IT – Conserve internal team 6. Cost – DataTerrain offers fixed pricing model per report (fully functioning). 11
  • 13. Complete your session survey! • Open the HEUG Events App on your phone, tablet, or laptop • Click on this session in your schedule. • Then click the "Resources" button and "Survey“ You will be required to login once with your Eventsential username and password.
  • 14. This presentation and all Alliance 2018 presentations are available for download from the Conference site at www.alliance-conference.com