Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have
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The document provides an overview of four tools for enhancing PeopleSoft applications: Setup Manager, Notifications and Alerts Framework, Pivot Grids, and Pagelet Wizard. These tools are designed for non-technical users to automate configuration, monitor business processes, visually display data, and integrate various data sources. Best practices recommend testing tools in a controlled environment and ensuring organizational consensus before implementation.
Get More Out of Your PeopleSoft Applications Using Tools that You May Not Even Know You Have
- 1. Get More Out of Your PeopleSoft Applications Steve Canter Director, Global Service Delivery Smart ERP Solutions steve.c@smarterp.com www.smarterp.com
- 3. 4 Tools to Discuss Today • Setup Manager • Notification and Alert Framework • Pivot Grids • Pagelet Wizard • None of these tools require developer skills or in-depth technical knowledge • Purpose is to provide an overview of each, not a Deep Dive • Appropriate security access is required for each
- 5. What is it? • Tool for automating PeopleSoft Application Configuration • Produces step-by-step list of setup tasks for a module or business process • Provides ability to create Data Mover Scripts or Excel to CI templates for some items
- 6. Why Use Setup Manager • When implementing a new module • To review existing configurations to see if they are optimal or if additional functionality can be leveraged • To serve as a template for large and infrequent configuration tasks (Example: setting up a new Business Unit)
- 9. All Tasks Needed for Setup
- 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, and Percent Complete – useful for managing project • Discussion hyperlink to record issues encountered, questions about tasks, strategy for task or SQL Scripts
- 12. SQL Script for Task
- 14. Create Excel to CI Templates
- 15. Can Generate Data Mover Scripts
- 16. Summary • Use Setup Manager for a New Module, Review Current Configurations, 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 then programmatically move the changes from Test to Production
- 17. Events and Notifications Framework
- 18. Framework Overview The Framework provides 3 features that can be used to monitor business process and create messages when unusual situations occur. • Events • Notifications • Alerts
- 19. Event • Define, implement and run business logic for specified events • Define event and then build event handlers to automatically manage the event with minimal impact to delivered code • Business logic is contained within an Application Package • Requires Programming
- 20. Notifications • Monitor the system and send notifications when exceptions 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 to inventory pegging. Others require customization. • Notifications occur in “real time” • Requires Programming
- 21. Alerts • Functionality is similar to Notifications • Instead of system customizations to send alerts in real time, 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 the alerts based on whatever schedule we feel is appropriate
- 22. Setting up an Alert
- 23. Define the Query
- 26. Alert Setup – Query Tab
- 27. Alert Setup URL Tab
- 28. Search Keys for URL
- 29. Alert Setup – Message Tab
- 30. Notification Overrides • If you put a User ID in the Query results, then the Alert can be sent to that individual • Option to send all notifications for a single BU to a specific user or list of users • Option to send all notifications for the entire system to a specific user or list of users
- 31. Override Detail
- 32. Run Alerts
- 34. Alert in Email
- 36. Summary • Use Alerts to bring situations to people’s attention – Avoid need to read reports or go inquiry screens regulary • Create a PS/Query to identify the condition that needs the Alert • Create the Alert, tying it to the PS/Query • Decide to should receive the Alert – by OPRID, BU, or System-wide • Decide how alert is to be delivered • Schedule App Engine Program to generate Alerts
- 37. Pivot Grids
- 38. What is a Pivot Grid? • Pivot Grid enables users to visually display data in a dashboard • 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. Creating a Pivot Grid
- 42. Step 1
- 43. Step 2
- 44. Step 3
- 45. Step 4
- 46. Step 5
- 47. Drill Down
- 48. Swap Axis
- 49. Demo
- 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 Pagelet Publishing Wizard
- 51. Pagelet Wizard
- 52. What is Pagelet Wizard? • Pagelets are small pages that provide display-only snapshots of applicable content • Portal administrators and nontechnical users can use Pagelet Wizard to integrate and transform data from a variety 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
- 54. Wizard Step 1
- 55. Wizard Step 2
- 56. Wizard Step 3
- 57. Wizard Step 4
- 58. Wizard Step 5
- 59. Wizard Step 6
- 61. Wizard Step 2
- 62. Wizard Step 3
- 63. Wizard Step 4
- 64. Wizard Step 5
- 66. Wizard Step 6
- 70. Summary • Any of these 4 tools can be used by non-technical users • Some capabilities of these tools may require technical skills • Best practice: Play with these in a test environment but get consensus in your organization before using them in Production • Look for other opportunities to unlock the capabilities of your PeopleSoft system