people soft training-2 people tools
TRANSCRIPT
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1
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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PeopleSoft Internet Architecture
User Web Client
Developer Workstation
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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PeopleSoft Internet Architecture
User Web Client
Developer Workstation
Developer Workstation
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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3
PeopleSoft Internet Architecture
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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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A d
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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