peopletools 8.52 - five reasons to upgrade

PeopleTools 8.52Five reasons to upgrade

Hakan Biroglu

Software Architect PeopleSoft

© Logica 2012. All rights reserved

Agenda

No. 2

• Five reasons:

• Feature Packs

• Dashboards

• InterWindow Communication

• Secure Enterprise Search

• Mobile Expenses & Approvals

• Q&A

PeopleTools 8.52 – Five reasons to upgrade

Feature Packs

Adding new capabilities


• Adding new capabilities to current Application Release

• Without the need for an Application Upgrade

• Without the need for new hardware

• Delivered as

• Bundles

• Maintenance packs

• Individual postings

• Revision re-cuts

No. 4

What are Feature Packs


© Logica 2012. All rights reserved No. 5

Delivery Model


Tools Release

• Every three years an Application Release

• Annually a PeopleTools Release

• One or more Feature Packs per Application Release

• Revision Re-cut after Feature Pack with current PeopleTools Release

Application Release

Feature Pack

Revision Re-cut


• Feature Packs apply to a certain Application release

• Several PeopleTools releases per Application release

• Features might be build using the latest PeopleTools technologies

• If you are not running the latest PeopleTools release:

You will not be able to

implement & use these new features!

No. 6PeopleTools 8.52 – Five reasons to upgrade

What does this have to do with PeopleTools?


Examples of Features


© Logica 2012. All rights reserved No. 8PeopleTools 8.52 – Five reasons to upgrade

Upgrade Reason 1

Compatibility

Dashboards

Complete overview of all the information you need


• It acts and works like a homepage

• One homepage vs multiple dashboards

• Quick and easy full overview of a certain area

• Out of the box dashboards

• Ability to create your own dashboards

• No customizations required


Dashboards – Is it a homepage?


Delivered dashboards

CRM HCM FSCM

Service Manager Dashboard Manager Dashboard None OOTB

Service Agent Dashboard Talent Summary

HR HelpDesk Manager Dashboard

HR HelpDesk agent Dashboard

IT HelpDesk Manager Dashboard

IT HelpDesk Agent Dashboard

Higher Ed Blended Manager Dashboard

Higher Ed Blended Agent Dashboard


Dashboard Examples


Pagelet visualisation enhancements

Banner Pagelet

Pagelet Icons


Pagelet visualisation enhancements

Possible values1 = Border & header2 = Border, no header3 = No border, no header

Images stored in image catalogue. Use Application Designer

Banner Pagelet

Pagelet Icons


Create custom dashboard


Create custom dashboard

Content reference in Menu automatically created


Upgrade Reason 2

Insight

InterWindow Communication

Enabling interactive dashboards


• Create interactive dashboards

• Changes dashboards to cockpits

• Create What-If dashboards


InterWindow Communication


• IWC is a frame to frame messaging mechanism which enables field level changes as they occur

• Inter-window communication enables you to publish field-level changes

• Allows pagelets to communicate with each other

• Pagelets can be publishers and subscribers


What is InterWindow Communication?


How does it work?

Define unique event names. Publisher and subscriber events need to match

Pub•Click=buttons & hyperlinks•Change=field valuesSub•Initiate refresh

Pub•Which field, button triggers eventSub•On partial refresh, which field to trigger FieldChange

Fields to be passed in message


Need to know the HTML fieldname


Force HTML fieldname


http://bloggingaboutoracleapplications.org/create-interactive-dashboard-interwindow-communication-iwc/


Demo Interwindow Communication



Upgrade Reason 3

Productivity

Secure Enterprise Search

New way of searching your application data


That Looks Like Google ...

No, it is not Google

And yet it is ...


• Main search engine for all Oracle Applications

• One click installation

• Search Framework embedded in PeopleTools with Pages and Records and PeopleCode API

• All configuration done from PeopleSoft

• Out of the box integration between PeopleTools & SES

• Search Pages

• Application Search

• Row Level Securing using Authorisation as a Service (AaaS)


SES overview


• PS Query

• Drilling URL

• Prompt Incremental Search


Create (Connected) Query


Create Search Definition

• General

• Search Attribute

• Security

• Advanced

Use Audit records to find deleted data in PeopleSoft and clean SES database


Deploy & Build Search Definition

• Deploy

• Build


Search Page – Traditional

• Purpose is to find level 0 keys

• Usually no meaningful data for the user

• SetID

• Emplid

• VendorID

• TransactionID

• Name


Search Page – Keyword Search

• Search for data at level 0, 1, 2 and 3

• Meaningful data

• Related Actions


Application Search - Configuration

• Enable

• Show

• See


Application Search


Upgrade Reason 4

Efficiency

Mobile Applications

New mobile solutions: Expenses and Approvals


PeopleTools Mobile

Deprecation Notice for PeopleTools Mobile technology and Mobile Agent

The PeopleTools Mobile technology and Mobile Agent is being deprecated as of June 5, 2009. Following this date the functionality will no longer be available to any new customers who have not already licensed it. Customers that have already licensed mobile applications may continue to use (and/or upgrade and use) the functionality with PeopleSoft applications (8.8, 8.9, or 9.0). Customers licensed to mobile applications that wish to perform a PeopleTools upgrade to 8.49 or 8.50 and continue using the PeopleTools Mobile functionality should contact Global Customer Service prior to the upgrade. GCS will provide the instructions on enabling mobile functionality following the PeopleTools upgrade.


• iReceipts (iOS)

• Mobile Inventory (Oracle ADF)


Financials Mobile Applications


• Mobile Expenses

• Mobile Approvals

• Voucher, Purchase Orders,

• Invoice, Journal Entry,

• Requisition, Expense Reports

• Build using PeopleTools

• iScripts

• HTML

• jQuery Mobile

• Leveraging PeopleTools:

• Security

• Row Level Security

• Multi Language


PeopleSoft Mobile Expenses & Approvals


Delivered with bundles:

• 884859 - Enterprise Components 9.1 Bundle 23

• 884688 - Expenses 9.1 Bundle # 23

• 884686 - Financials 9.1 Common Application Objects Bundle # 23

• 875055 - Financials 9.1 Bundle # 23

• 875007 - ESA 9.1 Bundle # 23

• 882853 - Supply Chain Management 9.1 Bundle # 23


How to get it?


How to use it?


Live Demo

• Beter yet …

Try it yourself!Pick up your mobile device.


Try it yourself!

• Turn WiFi on, on your mobile device

• Connect to MobileWiFi

• Password: mobile01

• Start mobile Applications url

• Use following users:

User Password Action

EXA1 EXA1 Expense Report Entry

EXS1 EXS1 HR Supervisor Approver

MGR1 MGR1 Approve above 0




Upgrade Reason 5

Work everywhere, anytime


Upgrade Reasons

• Compatibility

• Insight

• Productivity

• Efficiency

• Work everywhere, anytime


• Feature Packs

• PeopleSoft 9.1 Continuous Delivery Status [ID 1401770.1]

• Information Center: Feature Packs and Additional Features in PeopleSoft HCM 9.1 [ID 1395324.2]

• Dashboards

• Create appealing Dashboards with PeopleTools 8.52

• Interwindow Communication

• Advisor Webcast Inter-window Communication (IWC)

• Create interactive dashboards with InterWindow Communication (IWC)

• Secure Enterprise Search

• PeopleSoft HCM 9.1: PeopleSoft SES Search (Application Search and Search Pages) [ID 1373050.1]

• PeopleSoft & Oracle Secure Enterprise Search (SES)

• Mobile Expenses & Approvals

• How to setup, configure and use PeopleSoft Mobile Expenses & Approvals


More Info

http://bloggingaboutoracleapplications.org/create-apealing-dashboards-peopletools-852/


http://bloggingaboutoracleapplications.org/peoplesoft-oracle-secure-enterprise-search-ses/

http://bloggingaboutoracleapplications.org/peoplesoft-mobile-applications/

Thank you

Hakan Biroglu