People Soft Training-2 People Tools

8/3/2019 People Soft Training-2 People Tools

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SYMPHONY

19th Dec 21th Dec 2011


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Agenda PeopleSoft Internet Architecture

PeopleSoft Internet Architecture

Development Framework

PeopleSoft SecurityApplication Designer

Navigating PeopleSoft Applications

Data Organisation & Validation

Application Development Overview

Objects and Migration

Hands-On


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Agenda Pure Internet Architecture (PIA) Overview

Physical vs Logical Tier

Report Repository

Q&A


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Peoplesoft Internet Architecture PeopleSoft Internet Architecture is a multi-tier

environment with four main components enablingusers to access Business Applications over the Internet

The four components are Internet Browser

Web Server

Application Server

Database Server


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Architecture Overview

Browser

Database

App ServerWeb Server

SQLHTTP Jolt/Tuxedo

ProcessScheduler

SQL


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Peoplesoft Internet Architecture Database Server

Houses a database engine and PeopleSoftapplication database

Application Server

Runs business logic and issues SQL to the databaseserver Batch/Process Scheduler Server

Runs batch processes/reports, also known asProcess Scheduler

Web ServerHandles browser transaction requestsWeb Browser

Interface to access PeopleSoft applications andadministrative tools


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PeopleSoft Internet Architecture Database

Application Server

Webserver

Browser

Oracle, DB2, Informix

Tuxedo

Weblogic, Websphere

Internet Explorer


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PeopleSoft Internet Architecture N-Tier Architecture

No Code on Clients (Browser only uses HTML,JavaScript, Cookies)

Benefits: Easy Access (Standard URL access)

Platform Independence (Windows, Mac, Unix)

Low Bandwidth Access (HTTP)

Low Cost of Maintenance and Deployment


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User Web Client

Developer Workstation


Database Server

Application Server

WebServer

Process SchedulerServer

SQL

SQL RequestsPeopleSoft Object Data

Application data

Three Tier

Two Tier

Four Tier

HTML

SSL


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Physical Vs Logical Tier Physical Tier means a component resides on its own

physical hardware e.g. if an environment is three-physical-tier, that means that the Web, App and DbServer are located in three separate servers

Typically in development environment, users will useone or two physical tiers to minimise cost while goingfor full three or four physical tiers in production

environment


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Report Repository Delivered Functionality in PeopleSoft 8

Allows distribution of reports on the web with built-insecurity

How It Works Process Scheduler generates a report

Once report generated, Distribution Agent transferreport and log files to the Report Repository and publish

them on the web as URLs


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Report Repository Architecture


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PeopleSoft Integration

Technologies PeopleSoft Application Messaging - facilitates

synchronous and asynchronous messaging among internalsystems and with trading partners, while managingmessage structure, message format, and transport

disparities.

PeopleSoft Component Interfaces - This object-oriented, request/reply, component architecture enablesthird-party applications to synchronously invoke

PeopleSoft business logic.

PeopleSoft File Layout Robust file processingcapabilities for file-based integration


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Agenda PeopleSoft Development Architecture

PeopleSoft Environments

Roles and Responsibilities

PeopleSoft Development Tools


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PeopleSoft Development

Architecture PeopleSoft uses PeopleTools Development

environment to configure the PeopleSoft Applications.

PeopleTools only run on Microsoft Windows

workstations. No browser access. Connection can be

Two-tier (directly to the database)

Three-tier (through an application server)


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User Web Client



DatabaseServer

Application Server

WebServer

Process SchedulerServer

SQL

SQL RequestsPeopleSoft Object Data

Application data

Three Tier

Two Tier

Four Tier

HTMLSSL


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Meta-Driven ArchitectureAll application objects are stored in Metadata

Repository

Fields, Records, Pages, Components, ApplicationMessage, etc

Benefits

Low Cost of Deployment (advanced caching

mechanisms) Easier Upgrades

Architecture Flexibility


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Meta-Driven Illustrated


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PeopleSoft Application Designer:

Integrated Development Environment


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Environments for Typical Project DEMO

DEMO(DMO)

SYS

Development(DEV) User Acceptance Test(UAT)

Training(TRN)

Production(PRD)


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PeopleSoft Environments DEMO consists of all the Peopletools Tables loaded with

supplied data for application objects from PeopleSoft andall applications-related tableswith data supplied byPeopleSoft. This environment is used for

demonstrations/reference of PS functionality and doesnot contain any customisations.

SYS consists of all the Peopletools tables loaded with

supplied data for application objects from Peoplesoft andall applications-related tableswithout any data. This env isused for creating initial environment for anydevelopment/production.


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PeopleSoft Environments DEV used for development activities

TRN used to conduct training

UAT used to conduct system acceptance testing and

all QA-related activities PRD this is the live environment


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Roles and Responsibilities Database Administrator (DBA)

Database Installation, Database Admin, PerformanceTuning

PeopleSoft Application Administrator

PeopleSoft Application Installation, Configuration,Environment Management, Migration

Security AdministratorCreate PeopleSoft User, Manage Roles, ID, Reset password

Developer/ProgrammersDesign, Develop, Test PeopleSoft Applications

UsersBusiness Users who uses PeopleSoft Application


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PeopleSoft Development Tool PeopleSoft Application Designer

PeopleSoft Configuration Manager

PeopleSoft Data Mover


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Hands-on Use Configuration Manager to configure workstation

Sign-in Application Designer

Sign in as bootstrap and normal mode using Data

Mover


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Agenda PeopleTools Security Overview

PeopleSoft Online Security

PeopleSoft Authorisation ID

Sign-in Process Q&A


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PeopleTools Security Overview Permission lists - grants access to PeopleSoft

elements (pages, menu, administrative tools,personalizations, etc)

Roles - a collection of permission lists User profiles - a definition that represents one

PeopleSoft user. Each user is a unique; the user profilespecifies a number of user attributes, including one or

more assigned roles


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User ID PasswordOthersecurityaccessRole

Permission List

Menu

Page Page Page

UserPro

file

PeopleTools Security Overview


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Sample Security Setup


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PeopleSoft Online Security Sign-in and time-out security- If the user attempts

to sign in during an invalid sign-in time, he or she isnot allowed to sign on

Page and dialog box security- restrict access toPeopleSoft menus

Batch environment security restrict user to accessprocess scheduler through process profile and process

groups


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PeopleSoft Online Security Definition security- restrict access to database object

definitions, such as record definitions, field definitions,and page definitions from being modified by certaindevelopers

Application data security Table level (for queries only) - specify which records user is allowed

to access when building and running queries by creating queryaccess groups in PeopleSoft Tree Manager

Row level - specify the data that a particular user is permitted toaccess using SQL views

Field level - restrict access to particular fields or columns withinapplication tables using PeopleCode


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PeopleSoft Authorisation ID User IDs ID to login to PeopleSoft Applications

Connect ID - performs the initial connection to thedatabase

Access IDs - RDBMS ID with which PeopleSoft

applications connected to database after the PeopleSoftsystem connects using the connect ID and validates theuser ID and password

Symbolic IDs - acts as an intermediary entity between theuser ID and the access ID

Administrator access full access ID. PeopleSoft deliversat least one full-access user ID with each delivereddatabase. For HCM, its PS


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Sign-in Process

WebServer

AppServer Database

Browser

1. User ID,Password

2. User ID,Password

3. User ID,Password,Connect ID

4. Query returns UserID and Password,Symbolic ID, AccessID and password

5. Disconnect.


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DemonstrationViewing Permission List, Roles, User ID


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Agenda Navigating PeopleSoft Applications Data Organisation & ValidationApplication Development Overview

Design Application Define Fields Define Records Build SQL Tables/Views Create Page Definitions

Define a Component Register a Component Test the Application

Objects and Migration


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Agenda Design Consideration and Impact Analysis

Views

Search Records

Data Audits


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Type your designated User ID and Password into the appropriate fields and clickthe button to log into the system.

Logging on to PeopleSoft


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Save the URL address by clicking the button or drop down listof your web browser and the new address for access ease.

To login next time, just drag and click your favorites list and select

PeopleSoft login

Saving PeopleSoft as a Favourite


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Saving a Page to your PeopleSoft

FavouritesTo save a page to your favourites, click the hyper link at the topright corner of your screen.


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To view the page in My Favourites, expand the Favourites (this is typicallythe first menu item) menu in the Portal

Viewing your PeopleSoft Favourites


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Your user profile is embedded in your User ID; it identifies you in thesystem, so be careful not to share your logon information.

During your first login, you should change your password. You have theability to change what was assigned to you, thus making your login

unique to YOU only.

Go to the Change my password Page below the PeopleTools Menu

Your User Profile and Password


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PeopleSoft version 9.1 allows you personalize some options such as General Options,International & Regional Options, System and Application Messages and NavigationPersonalizations. To view the options available, click on the links.

Personalization Options


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Retrieving Data via Search

Scroll

A search page appears when a component or prompt is selected..In the advanced search example below, SMITH was typed into the LastName field and Employee was selected on the Personnel Status field.Click to activate it


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Viewing Recordsview all in the

scroll area

displays all

occurrences in the

same page

Scroll Area Header or

Navigation Bar

identifies additional

records.

Use Insert andDelete buttons

to add orremove an

effective datedrow of data.

Check boxesindicate

Yes or No

Edit boxwith aprompt

FolderTabs

ContentReference

Tabs(Pages)


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Inserting & Deleting Data

Enter Data inthe fields.

Scroll Area Header or

Navigation Bar

identifies additional

records.

Use Insert andDelete buttons

to add orremove an

effective datedrow of data.


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Export To Excel

PeopleSoft allows the user to export grid information to excel

Export to Excel


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Personalize Column & Sort OrderPeopleSoft allows you personalize your column and sort order within pages. To viewthe personalization options, click on the customize hyperlink

Customise columnand sort order

PeopleSoft Reports


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Need to add a run control ID the first time you log into the systemSelect the appropriate parameters click to activate it.To ensure the report has run successfully click on the Process Monitor.

PeopleSoft Reports

To utilise PeopleSoft reports go to the reports menu within the appropriate Module as

highlighted below. Go To Recruiting Reports -> Job Posting Summary


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PeopleSoft ReportsChange server to PSUNX and select Type as File and Format as Other andchoose OK.The success or otherwise of your result scan be viewed under the ReportManager. Instance number corresponds to process instanceYour report should show a status of posted in the Report List. Access yourreport directly by clicking Report Manager.


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Hands-On Exercise 1


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Data Organisation PeopleSoft Application is built using Relational

Database (RDBMS) Example

PS Application is stored in three different types oftables


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Database Terminology PeopleSoft Terms Records

Fields

Row

RDBMS Terms Tables/Views

Columns

Record/Row


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Table Structure and Key Fields Relationship of records in a PeopleSoft application

normally fall under two categories:

Parent/Child

Prompt Tables

Key Fields are defined in each of the record:

Parent Table have key fields

Child Table shares all the keys of its parent plus at least

one additional key Key values from Prompt Table are stored in the

prompting table


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Normalisation In the design phase, the development team needs to

understand the business requirement and design atable structures that support the application.

Typically normalisation is applied to the tables toensure data is not entered in two places

Normalisation, however, can lead to complex designs.Therefore compromise is sometimes required to trade

complexity for redundancy


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Data Validations PeopleSoft uses several methods to ensure data

accuracy:

Prompt Tables

Translate Tables

Yes/No Table

Effective Dating


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Translate Table Translate table is a universal prompt table that is

shared by many fields in an application

The table name is PSXLATITEM

Use Translate Table if Only a value, short and long descr required

The list is not very long (e.g. Less than 30)

The list does not require user maintenance (It is only

accessible through Application Designer)


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Yes/No Table The Yes/No table is a subset of Translate table values.

PeopleSoft delivered field = PSYESNO

The appearance on a page is typically a check box.


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Effective Dating Effective dating is a way in PeopleSoft to keep track of

historical and future records

To make a record effective dated, there are three fieldsthat can be added after the Record Keys

EFFDT

EFF_STATUS

EFF_SEQ


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Effective Date Operations


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Application Designer Interface

ProjectWorkspace

DefinitionWorkspace

DevelopmentTab

Upgrade Tab

OutputWindow


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Hands-on Open definitionsView definitions

View and edit definition properties

Create definitions

Rename definitions

Delete definitions

Insert definitions into a project

Remove definitions from a project Find definitions

Save and Close definitions


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Project Definition Project is a container of PeopleSoft objects such as

fields, records, components, etc

Used to Migrate to another environment and easy ofmaintenance

SQR, COBOL and Crystal can not be stored inPeopleSoft projects


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Application Development Steps

TEST

DATA DESIGNUSER INTERFACE

PLAN

RegisterComponents

Define Pages

Build Tables

Define

Records

Define Fields

Define

Components

Test Application Design Application


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Application Development Steps Designing the Application

Defining Fields

Defining Records

Building Tables Defining Pages

Defining Components

Registering Components

Testing the Application


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Step 1: Planning the ApplicationApplication Design outputs

Functional Specification Describes functionalrequirements such as data, business rules, user groups

Technical Specification Describes the completedefinitions with properties including Data Model


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Step 2: Defining Field Types of field

Character Alphanumeric of fixed length (maximum254 characters)

Long Characters Alphanumeric of variable length(maximum up to 2GB)

Number Positive numeric

Signed Number Positive or Negative numeric

Date, Time, DateTime

Image Store image such as JPEG


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Field Properties Field

Name, Type, Length, Label Options, Translate Values

Record Field

Key Structure, Search, Default Value, Required Setting,Edit Type (Prompt, Translate, Y/N)

Page Field

Source, Alignment and Display Options, Label


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Translate Values Translate Values can be accesed through fieldproperties

Translate Values have these properties

Value

Eff Date

Eff Status Long Name

Short Name


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Fields Design Consideration Making use of existing PS fields

EFFDT

EFF_STATUS

DESCR

DATE

NOTE: Changes to a field definition impact all recordsthat refer to the field


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Step 3: Defining Record Types of record


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How to View Record Definitions There are four ways to view record

Field Display Use Display Edits Display PeopleCodeDisplay


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Field Display


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Use Display


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Edits Display


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PeopleCode Display


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Record Field Use Properties

Key Structures


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Record Field Edits Properties

Edits Option


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Step 4: Build Tables

PC

Definitions

Development Workstation

Build Tables


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Build Tables There are two scopes of Build

Project

Current Definition

Build Page


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Build Tables Settings Build Settings


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Build Tables Settings


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Step 5: Designing a Page Types of page

Standard Page

Sub Page

Secondary Page


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Page Levels Level 0 only


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Page Levels Level 0 Key With Level 1 Effective Date


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Page Levels Level 0 Key With Level 1 Child Data


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Related Field To Display an information that is not necessarily part

of the underlying data tables, we use the combinationof:

Display Control Field

Display Related Field


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Page Properties


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Page Level

Level 0

Level 1


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Page Field Properties


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Page Field Properties and Ordering


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Page Controls Group boxes

Horizontal rules

Images

Static text Check boxes

Drop-down list boxes

Edit and long edit boxes

Radio buttons

Subpages

Grids

HTML areas Push buttons or links

Scroll areas and bars

Secondary pages


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Hands-On Exercise 2


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Step 6: Defining Component Component contains one or multiple pages Component Definitions are combined with menu

definitions to create a reference point.

This combination is then used as a hook to assignnavigation and security access

Navigation Security

Component /Menu Definition


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Search Records Primary Record The record used in the page

definition

Search Record The record that holds the search keysand alternate search keys for the page


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Component Properties

SearchRecord


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Component Properties

SearchMode

Buttonson Page


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Step 7: Registering Component Registering Component involve three tasks

Attach a component to a menu definition

Attach the component and menu combination to asecurity permission list

Assign the component and menu combination to acontent reference in a folder for user navigation


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Menu Definition Menu is an object from PS 6, 7 Menu definitions are containers for components

Navigation is designed in Portal Registry, thereforemenu only serves as a bridge between componentdefinitions, navigation, and security

Menu contains

Bar Items (Setup, Use, Process)

Menu items


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PS Security PS Security is designed around three definitions

Permission Lists

Roles

User Profiles (User IDs)


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Portal Registry Portal Registry Structure contains

Folders

Content Reference


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Step 8: Test Navigate through Web Browser Ensure valid data in prompt tables

Add high-level keys (if Add action supported)

Check default values Insert, Update, Delete Records

Test effective-date logic

Test tab orders

Review Application Development


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Steps Planning the Application Defining Fields

Defining Records

Building Tables Defining Pages

Defining Components

Registering Components

Testing the Application

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Hands-On Exercise 3 Exercise 4

Eff i D i


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Effective Dating How to create an effective-dated record

Add EFFDT

Areas that are impacted

Page Levels

Components Options

Permission List Setup

R d d P D fi i i


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Record and Page DefinitionEFFDT field

as Key

Level 1

Level 0

C O i


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Component Options

Effective DatingActions

P i i Li S


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Permission List Setup

Effective DatingActions

H d O


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Hands-On Exercise 5 Exercise 6

Exercise 7


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Agenda PeopleSoft Objects Overview PeopleSoft Data and Interface Tool

Data Integrity and Auditing

P l S ft Obj t O i


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PeopleSoft Objects Overview Field Record

Page

Component Menu

Portal

Security

Project Definition

P l S ft D t M


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PeopleSoft Data Mover PeopleSoft Data Mover enables you to perform the

following tasks: Transfer application data between PeopleSoft databases.

Move PeopleSoft databases across operating systems and databaseplatforms.

Execute Structured Query Language (SQL) statements against anyPeopleSoft database, regardless of the underlying operating systemor database platform.

Export data in a platform independent manner.

Control database security and access. Create, edit, and run scripts which combine SQL commands and

PeopleSoft Data Mover commands for exporting and importing data

D t M M d


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Data Mover: Mode Regular mode

This is the mode commonly used. To sign in to regularmode, just enter PeopleSoft user ID and password. Inregular mode, all commands are valid.

Bootstrap modeIn bootstrap mode, user sign in using database access IDand password. Typically, this mode is used for database

loading, because no PeopleSoft security tables areestablished yet. This mode is also required to run somesecurity commands, such as ENCRYPT_PASSWORD.


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Common Data Mover Commands

Command Description

ENCRYPT_PASSWORD Encrypt one or all user passwords (operator and access)defined in PSOPRDEFN for users.

EXPORT Select record information and data from records and storethe result set in a file.

IMPORT Insert data into tables using the information in an export file.If a tablespace or table does not exist, this commandcreates tablespace, table, and indexes for the record, usingthe information in the export file, and inserts the data.

RENAME Rename a PeopleSoft record, a field in one record, or a fieldin all records.

REPLACE_ALL This is a variation of the IMPORT command. If a tablealready exists, use this command to drop the table and itsindexes from the database and create the table and indexesusing the information in the export file. Then, the commandinserts data into the table using the information in the exportfile.


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Command Description

REPLACE_DATA This is a variation of the IMPORT command. Delete data inexisting tables and insert the corresponding data fromthe export file.

REPLACE_VIEW Recreate specified views found in the database.

RUN Run a specified .DMS file from within a PeopleSoft DataMover script. The file cannot contain nested RUNcommands.

SET When a command is followed by valid SET parameters, itforms a statement that establishes the conditions underwhich PeopleSoft Data Mover runs the PeopleSoft DataMover and SQL commands that follow.

REM, REMARK, and -- Indicate comment statements.

SET IGNORE_ERRORS (Optional) If this command is set, then all errors during theswap base language are ignored. Otherwise, thesystem stops on errors.

Common Data Mover Commands

Data Integrity Tool


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Data Integrity Tool

SQL AlterBring SQL tables into accordance with PeopleTools record definitions.SQL Alter can be run in audit-only mode that alerts discrepanciesbetween record definitions and SQL tables, but that doesn't actuallyperform an alter.

DDDAUDITDetects inconsistencies between PeopleTools record and indexdefinitions and the database objects. This audit consists of ninequeries: four on tables, two on views, and three on indexes.

SYSAUDITIdentifies orphaned PeopleSoft objects and other inconsistencies

within the system. An example of an orphaned object is a module ofPeopleCode that exists, but which does not relate to any other objectsin the system.

Trigger-Based Database Level

A diti


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Auditing

Trigger-based auditing functionality allowsorganisations to audit changes to certain data, as partof company/regulatory requirements.

The levels of audit such as who, what, when can be

defined using database triggersWhen a certain change meet the audit requirements, it

will triggers the audit function.

Migration Best Practices


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Migration Best Practices Before performing migration need to run compare

reports

Create scripts and log files

Development Conventions

XYZ_*_VW (For Views)

XYZ_*_SRC (For Search)

Hands On


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Hands-On Exercise 7.5


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Questions & Answers

People Soft Training-2 People Tools

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