Get More Out of Your PeopleSoftApplicationsSteve CanterDirector, Global Service DeliverySmart ERP Solutionssteve.c@smarter...
About SmartERP
4 Tools to DiscussToday• Setup Manager• Notification and Alert Framework• Pivot Grids• Pagelet Wizard• None of these tools...
Setup ManagerRequires PeopleSoft 8.8
What is it?• Tool for automating PeopleSoft Application Configuration• Produces step-by-step list of setup tasks for a mod...
Why Use SetupManager• When implementing a new module• To review existing configurations to see if they are optimalor if ad...
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 ta...
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 ...
Events and Notifications Framework
Framework OverviewThe Framework provides 3 features that can be used tomonitor business process and create messages whenun...
Event• Define, implement and run business logic for specifiedevents• Define event and then build event handlers toautomati...
Notifications• Monitor the system and send notifications whenexceptions are found• Notifications can be sent to the Notifi...
Alerts• Functionality is similar to Notifications• Instead of system customizations to send alerts in realtime, the system...
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...
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• ...
Pivot Grids
What is a Pivot Grid?• Pivot Grid enables users to visually display data in adashboard• Display data in different views by...
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• ...
Pagelet Wizard
What is PageletWizard?• Pagelets are small pages that provide display-onlysnapshots of applicable content• Portal administ...
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 technicalsk...
Steve Canter: steve.c@smarterp.com
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Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have

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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.

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

  1. 1. Get More Out of Your PeopleSoftApplicationsSteve CanterDirector, Global Service DeliverySmart ERP Solutionssteve.c@smarterp.comwww.smarterp.com
  2. 2. About SmartERP
  3. 3. 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
  4. 4. Setup ManagerRequires PeopleSoft 8.8
  5. 5. 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
  6. 6. 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)
  7. 7. ManageImplementationProjects
  8. 8. Generate Setup Tasks
  9. 9. All Tasks Needed forSetup
  10. 10. 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
  11. 11. Sample Tracking Tab
  12. 12. SQL Script for Task
  13. 13. Component InterfaceUsage
  14. 14. Create Excel to CITemplates
  15. 15. Can Generate DataMover Scripts
  16. 16. 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
  17. 17. Events and Notifications Framework
  18. 18. Framework OverviewThe Framework provides 3 features that can be used tomonitor business process and create messages whenunusual situations occur.• Events• Notifications• Alerts
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. Setting up an Alert
  23. 23. Define the Query
  24. 24. Add to NotificationRegistry
  25. 25. Create an appropriatemessage
  26. 26. Alert Setup – QueryTab
  27. 27. Alert Setup URL Tab
  28. 28. Search Keys for URL
  29. 29. Alert Setup – MessageTab
  30. 30. 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
  31. 31. Override Detail
  32. 32. Run Alerts
  33. 33. Alert in Worklist
  34. 34. Alert in Email
  35. 35. Alerts in NotificationDashboard
  36. 36. 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
  37. 37. Pivot Grids
  38. 38. 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
  39. 39. Creating a Pivot Grid
  40. 40. Sample Query Output
  41. 41. Pivot Grid Wizard
  42. 42. Step 1
  43. 43. Step 2
  44. 44. Step 3
  45. 45. Step 4
  46. 46. Step 5
  47. 47. Drill Down
  48. 48. Swap Axis
  49. 49. Demo
  50. 50. 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
  51. 51. Pagelet Wizard
  52. 52. 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
  53. 53. Example of ExternalURL
  54. 54. Wizard Step 1
  55. 55. Wizard Step 2
  56. 56. Wizard Step 3
  57. 57. Wizard Step 4
  58. 58. Wizard Step 5
  59. 59. Wizard Step 6
  60. 60. Example UsingPS/Query
  61. 61. Wizard Step 2
  62. 62. Wizard Step 3
  63. 63. Wizard Step 4
  64. 64. Wizard Step 5
  65. 65. Setting Thresholds
  66. 66. Wizard Step 6
  67. 67. Personalize Content
  68. 68. Personalize Layout
  69. 69. Personalized HomePage
  70. 70. 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
  71. 71. Steve Canter: steve.c@smarterp.com

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