• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have
 

Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have

on

  • 878 views

Presentation from Collaborate 2013 Conference from Smart ERP Solutions. Highlighted are 4 PeopleTools features many PeopleSoft customers do not realize they have including Setup Manager; Notification ...

Presentation from Collaborate 2013 Conference from Smart ERP Solutions. Highlighted are 4 PeopleTools features many PeopleSoft customers do not realize they have including Setup Manager; Notification and Alert Framework; Pivot Grids; and the Pagelet Wizard.

Statistics

Views

Total Views
878
Views on SlideShare
878
Embed Views
0

Actions

Likes
1
Downloads
0
Comments
0

0 Embeds 0

No embeds

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have Presentation Transcript

    • Get More Out of Your PeopleSoftApplicationsSteve CanterDirector, Global Service DeliverySmart ERP Solutionssteve.c@smarterp.comwww.smarterp.com
    • About SmartERP
    • 4 Tools to DiscussToday• Setup Manager• Notification and Alert Framework• Pivot Grids• Pagelet Wizard• None of these tools require developer skills or in-depthtechnical knowledge• Purpose is to provide an overview of each, not a DeepDive• Appropriate security access is required for each
    • Setup ManagerRequires PeopleSoft 8.8
    • What is it?• Tool for automating PeopleSoft Application Configuration• Produces step-by-step list of setup tasks for a module orbusiness process• Provides ability to create Data Mover Scripts or Excel toCI templates for some items
    • Why Use SetupManager• When implementing a new module• To review existing configurations to see if they are optimalor if additional functionality can be leveraged• To serve as a template for large and infrequentconfiguration tasks (Example: setting up a new BusinessUnit)
    • ManageImplementationProjects
    • Generate Setup Tasks
    • All Tasks Needed forSetup
    • Key Columns• Help hyperlink takes you to PeopleBooks for that task• Setup Task hyperlink takes you to the page for that task• Columns for Assigned To, Start Date, End Date, andPercent Complete – useful for managing project• Discussion hyperlink to record issues encountered,questions about tasks, strategy for task or SQL Scripts
    • Sample Tracking Tab
    • SQL Script for Task
    • Component InterfaceUsage
    • Create Excel to CITemplates
    • Can Generate DataMover Scripts
    • Summary• Use Setup Manager for a New Module, Review CurrentConfigurations, or Configuration Changes• Make use of Excel to CI for large amounts of data entry• Make use of Data Move to test changes out and thenprogrammatically move the changes from Test toProduction
    • Events and Notifications Framework
    • Framework OverviewThe Framework provides 3 features that can be used tomonitor business process and create messages whenunusual situations occur.• Events• Notifications• Alerts
    • Event• Define, implement and run business logic for specifiedevents• Define event and then build event handlers toautomatically manage the event with minimal impact todelivered code• Business logic is contained within an Application Package• Requires Programming
    • Notifications• Monitor the system and send notifications whenexceptions are found• Notifications can be sent to the Notification Dashboard,email, Worklist, or external system via XML.• Some notifications pre-delivered such as those related toinventory pegging. Others require customization.• Notifications occur in “real time”• Requires Programming
    • Alerts• Functionality is similar to Notifications• Instead of system customizations to send alerts in realtime, the system is relies on PeopleSoft Query.• Benefit is simplicity – if you can write a PeopleSoft query,you can create an alert.• An Application Engine program is run to generate thealerts based on whatever schedule we feel is appropriate
    • Setting up an Alert
    • Define the Query
    • Add to NotificationRegistry
    • Create an appropriatemessage
    • Alert Setup – QueryTab
    • Alert Setup URL Tab
    • Search Keys for URL
    • Alert Setup – MessageTab
    • Notification Overrides• If you put a User ID in the Query results, then the Alertcan be sent to that individual• Option to send all notifications for a single BU to a specificuser or list of users• Option to send all notifications for the entire system to aspecific user or list of users
    • Override Detail
    • Run Alerts
    • Alert in Worklist
    • Alert in Email
    • Alerts in NotificationDashboard
    • Summary• Use Alerts to bring situations to people’s attention – Avoidneed to read reports or go inquiry screens regulary• Create a PS/Query to identify the condition that needs theAlert• Create the Alert, tying it to the PS/Query• Decide to should receive the Alert – by OPRID, BU, orSystem-wide• Decide how alert is to be delivered• Schedule App Engine Program to generate Alerts
    • Pivot Grids
    • What is a Pivot Grid?• Pivot Grid enables users to visually display data in adashboard• Display data in different views by pivoting and filtering• View data in Grids or Charts• Uses PSQuery as the Data Source• Simple Wizard to create Pivot Grid
    • Creating a Pivot Grid
    • Sample Query Output
    • Pivot Grid Wizard
    • Step 1
    • Step 2
    • Step 3
    • Step 4
    • Step 5
    • Drill Down
    • Swap Axis
    • Demo
    • Pivot Grid Summary• Provides basic BI functionality right in PeopleSoft• Uses PSQuery as the input• Simple 5-step Wizard• Can publish Pivot Grid as a Pagelet using PageletPublishing Wizard
    • Pagelet Wizard
    • What is PageletWizard?• Pagelets are small pages that provide display-onlysnapshots of applicable content• Portal administrators and nontechnical users can usePagelet Wizard to integrate and transform data from avariety of data sources• Pagelet Data Sources can include OBIEE Reports,PeopleSoft Query, Pivot Grids, External URLs, and more• More advanced functions do require technical skills
    • Example of ExternalURL
    • Wizard Step 1
    • Wizard Step 2
    • Wizard Step 3
    • Wizard Step 4
    • Wizard Step 5
    • Wizard Step 6
    • Example UsingPS/Query
    • Wizard Step 2
    • Wizard Step 3
    • Wizard Step 4
    • Wizard Step 5
    • Setting Thresholds
    • Wizard Step 6
    • Personalize Content
    • Personalize Layout
    • Personalized HomePage
    • Summary• Any of these 4 tools can be used by non-technical users• Some capabilities of these tools may require technicalskills• Best practice: Play with these in a test environment butget consensus in your organization before using them inProduction• Look for other opportunities to unlock the capabilities ofyour PeopleSoft system
    • Steve Canter: steve.c@smarterp.com