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An Oracle blog about PeopleSoft Technology

Recent Posts

Configuration

Use Event Mapping to Reduce Customization Impact

Event Mapping is a useful feature that was introduced in PeopleTools 8.55, and we've been enhancing it ever since.  We've added additional events that can have event mapping code injected, and we've introduced features in App Designer to make it easier for the developers to maintain their event mapping code. Minimize the Impact of Change Event Mapping doesn't make writing customizations easier, but it removes or greatly diminishes the impact and cost of customizations when you take new images.  This makes new image uptake easier, cheaper, and faster and allows you to continue to meet unique, important requirements. How is Event Mapping Used? The basic concept is straightforward: Event Mapping enables you to inject custom code before or after delivered event code.  There are some key benefits of Event Mapping: Your Custom PeopleCode is kept separate from delivered code You have Complete access to component buffer A developer writes their Application Class custom code in App Designer.  Note that as of 8.57, the PeopleCode Editor provides an Event Mapping button in the Application Designer toolbar as a visual indicator of custom PeopleCode programs mapped to events of a component, component page, component record, or component record field. The indicator is enabled when the PeopleCode is being viewed for one of these events. In addition, the Find Definition References tab on the output window lists the events that are mapped to custom PeopleCode programs, along with the application class. The Find Definition References tab lists references to other components where the custom PeopleCode programs of the selected application class are used. Mapping your custom code is done through the Related Content Framework, which enables us to keep your code separate from the delivered logic.   Which Events Support Event Mapping? The list has been growing ever since Event Mapping was introduced. Component Level events: PostBuild PreBuild SavePreChange SavePostChange WorkFlow Component Record level events: RowDelete RowInit RowInsert RowSelect SaveEdit SavePreChange SavePostChange Page level events: PageActivate Field level events: FieldChange   And Now! Event Mapping Enhancements in 8.58... We've added several enhancements to support broader usage of event mapping with Drop Zones, for data privacy, and other uses.  Event mapping now supports FieldDefault, FieldEdit, SearchInit, and SearchSave events for component record fields, and SearchInit and SearchSave events for component records.  Event mapping now also supports records and record fields on subpages and secondary pages at any level of nesting, not just for primary pages explicitly defined in the component. This enhancement extends support to the page Activate event for secondary pages and to derived work records.  Developers can now use a single application class service ID for multiple configurations. This enhancement simplifies PeopleCode development because multiple blocks of code can be delivered in a single application class. Then, during configuration, you can use a new event mapping parameter to selectively invoke the specific block of code that pertains to a specific event. Time to Use Event Mapping Customers that have heavily customized their PeopleSoft applications should look seriously at Event Mapping to isolate those customizations to provide a better PeopleSoft life cycle.  Event Mapping can even be used in concert with other configuration features to dramatically reduce the impact of customizations. For more information on Event Mapping and other configuration features, see this page on peoplesoftinfo.com.  

Event Mapping is a useful feature that was introduced in PeopleTools 8.55, and we've been enhancing it ever since.  We've added additional events that can have event mapping code injected, and we've...

Events

Join Us at the Quest PeopleSoft Event Next Week!

The Quest virtual PeopleSoft conference starts next week.   As most of you know by now, the annual live Collaborate event hosted by Quest has been canceled due to the Covid-19 pandemic.  In an effort to bring the knowledge planned for the live event to the PeopleSoft community, Quest has created an online event. There are different events for the various Oracle technologies and products, and PeopleSoft week is June 1-4.  Quest has made a great effort to make the virtual conference as informative and collaborative as possible in the new format.    Visit Quest's site here for complete information and to register and build your agenda.   Here's what you can expect from this virtual conference: Many interactive education sessions selected by Quest’s PeopleSoft customer committee members Keynote presentations from Oracle thought leaders, as well as announcements and roadmaps that are exclusive to the Quest Forum Digital Event from Oracle experts and strategists  Special Interest Group and industry meetings that will serve as open discussions around relevant topics and enhancements Solution providers in the virtual demogrounds and tradeshow Hundreds of peers with whom to network and share ideas and best practices Hoping to see you online next week!

The Quest virtual PeopleSoft conference starts next week.   As most of you know by now, the annual live Collaborate event hosted by Quest has been canceled due to the Covid-19 pandemic.  In an effort...

COVID-19

Join PeopleSoft at the Virtual Alliance Conference!

The Alliance virtual conference starts next week.  If you are a higher ed or public sector customer, please try to attend.  The live conference was moved online, of course, due to the Covid-19 crisis, and the HEUG has gone to great lengths to make the virtual conference as informative and collaborative as possible in the new format.  Visit the site here to register and build your agenda.  There are a great variety of sessions, workshops, community discussions, keynotes, and birds-of-a-feather meetings. On the PeopleTools and Technology side, we are presenting a full slate of sessions--almost the same number as planned for the live conference.  Here's a taste, but see the Agenda Builder for a complete list and description: PeopleSoft Technology Roadmap PeopleTools Platform and Infrastructure Overview PeopleSoft Analytics Highlights Beyond Hardening. A look at new threats 2020 Vision - Seeing the Capabilities and Benefits of PeopleSoft Cloud Manager PeopleSoft Page and Field Configurator: What Would You Like to Ask the Experts? What's New With the Fluid User Interface Deploying Chatbots with the PeopleSoft Chatbot Integration Framework Customer Panel -  Benefits of PeopleSoft on Oracle Cloud Infrastructure PeopleTools Product Strategy Panel Discussion The Value of Digital Assistants Where will AI/ML enhance PeopleSoft application Emerging Tech:  The Future of Elasticsearch, Logstash, and Kibana with PeopleSoft Come take -:-:Oracle Security-:-: on a deeper dive! For information on PeopleSoft applications sessions at Alliance, see the App blog. Hope to see you online next week!

The Alliance virtual conference starts next week.  If you are a higher ed or public sector customer, please try to attend.  The live conference was moved online, of course, due to the Covid-19 crisis,...

Configuration

Drop Zones for Classic Pages

We introduced Drop Zones in PeopleTools 8.57 as described here.  This feature enables customers to customize their pages, adding fields and other page elements without affecting the delivered page.  This can have a significant impact on your life cycle because your page customizations won't be affected when you take a new image.  Image uptake is thus easier, faster, and cheaper.  In 8.57, Drop Zones are only available on Fluid pages. Now with PeopleTools 8.58, Drop Zones have been extended to Classic pages, enabling you to isolate even more of your customizations.  The drop zone implementation process remains similar to that for fluid drop zones. Before starting starting with classic Drops Zones, consider these criteria: PeopleSoft applications add Drop Zones to selected classic pages. These drop zone-enabled pages will be delivered to customers in PeopleSoft application update images on PeopleTools 8.58. On classic pages, a drop zone is a special group box with the Drop Zone Group Box option selected.   Each drop zone must contain the PT_ERCSUBPAGE_STUB, which is dynamically replaced at runtime. Once you have PeopleTools 8.58 and applications with Drop Zone pages, you can do the following: Customers design and create classic subpage definitions containing your fields to be dynamically inserted in the subpage The fields on your subpages are displayed and processed along with the main page without any differentiation of where the items are defined Associate your classic subpages to drop zones  (Unconfigured drop zones are ignored and not rendered at runtime) One last point.  As with Fluid Drop Zones, only insert your custom subpages into delivered drop zones.  Do NOT create your own drop zones.  That would be a customization and defeat the purpose. Get Started Now Even if you are not yet on an application image that contains Drop Zones, you can prepare ahead of time, making implementation faster.  Review and catalog your page customizations (Fluid and Classic) and compare them against the pages with delivered drop zones in the images you will eventually uptake. Consider which page customizations you want to implement with Drop Zones.  Prioritize them. Start building subpages containing those customizations. When you move to the application images that contain drop zones, you can simply insert the subpages you've created as described above PeopleSoft has been making a significant effort to enable you to reduce the impact of customizations, thus lowering the cost of keeping your system current.  Drop Zones is one of many features to help with this.  See the page on configuration on peoplesoftinfo.com for more information on this important topic.

We introduced Drop Zones in PeopleTools 8.57 as described here.  This feature enables customers to customize their pages, adding fields and other page elements without affecting the delivered page. ...

Events

Attend the Collaborate Conference!

Collaborate is a true user's conference.  It's created by Oracle users and managed by the Quest user group as the official forum for PeopleSoft, JD Edwards, Oracle Cloud Apps, and Database and Technology products.  Collaborate is being held in exciting Las Vegas this year--a conference location everyone seems to enjoy. We've found that this conference is aptly named.  It fosters collaboration among customer strategists, users and developers along with Oracle teams and partners.  Collaborate offers informative keynotes, hundreds of learning sessions (including workshops and hands-on labs), question and answer panels, and key topic tracks. In addition, there are receptions, networking events, and special interest group meetings. As usual, PeopleSoft has a strong presence at the Collaborate conference, and PeopleTools is slated to provide many informative sessions.  If you are in the Tools and Tech side of your enterprise, consider these sessions: PeopleSoft PeopleTools Technology Roadmap   Oracle continues to invest in PeopleSoft PeopleTools technology.  In this session, you will hear about some of the key features delivered in the latest PeopleTools release.  Topics covered are PeopleSoft Fluid User Interface, Oracle’s full suite of cloud-ready lifecycle management tools (including PeopleSoft Cloud Manager), simplified analytics, emerging technology and more. Oracle’s strategy is to continue to extend the value of your PeopleSoft investment. PeopleTools Platform and Cloud Manager Feature Overview   Proper planning for a new PeopleTools release helps to avoid any last minute scrambles. This should start with ensuring your intended infrastructure is fully certified and ready to be supported by Oracle Support. No one likes surprises on a go-live weekend. Come to this session and learn the key infrastructure differences between 8.58 and past releases. This session will also introduce attendees to PeopleSoft Cloud Manager and share the benefits it provides to customers including the automated PeopleTools upgrades and patches and a number of recent enhancements. If you're thinking about a move to the cloud, come to this session and see benefits PeopleSoft provides with Cloud Manager on OCI. Deploying Chatbots with PeopleSoft   Chatbots are an exciting addition to PeopleSoft's user interface. They enable users to interact with enterprise applications in a natural, intuitive, and conversational way. PeopleSoft has delivered the Chatbot Integration Architecture to simplify deploying chatbots in PeopleSoft applications. It can also be used for building custom chatbots.  Learn about what Oracle provides to develop and deliver chatbots, what you need to get started, and how you can deploy chatbots in your applications. See some examples of delivered chatbots. The Latest Features in PeopleSoft Analytics   PeopleSoft has long offered numerous and powerful reporting and analytic capabilities. Now we're raising the bar by enabling Kibana visualizations in PeopleSoft. Kibana is an open source analytic application that uses Elasticsearch indexes to render rich visualizations. Since Kibana uses index data, performance is superior, and there is no impact on transactional performance. Learn how Kibana is embedded right in the PeopleSoft user interface, and how you can create your own visualizations. Another new feature is Personalized Analytic Notifications, which capture business rules and enhance the way users interact with PeopleSoft. LCM with Cloud Manager   Migrating PeopleSoft applications has many benefits, one of which is an improved experience maintaining your application. In this sessions we will look at how a partial or complete migration of your applications to Oracle Cloud Infrastructure can lower your costs and simplify your maintenance process. Securing PSFT applications on OCI   In this session, we'll review the way "Shared Responsibility" impacts the traditional approach to application and enterprise security. We'll also examine the tools available to provide additional, non-traditional, ways to protect your systems and data in OCI. OCI and cloud technology bring a wealth of security features, in this session we'll see how you can take best advantage of them. These are great sessions, but don't limit yourself the Tools and Tech track.  There are a lot of other useful sessions provided by applications, partners, and PeoleSoft users.  See the Collaborate site for a complete listing of sessions, conference activities, logistics, and updates on schedules. Hope to see you there!

Collaborate is a true user's conference.  It's created by Oracle users and managed by the Quest user group as the official forum for PeopleSoft, JD Edwards, Oracle Cloud Apps, and Database and...

COVID-19

Join Us at the Alliance Conference

Important Update! Due to the Covid-19 problem, health concerns, and travel restrictions, the Alliance Conference has been cancelled. The organizers (HEUG) are considering other options like a virtual conference.  All updates will be posted here:  https://www.alliance-conference.com/   If you are a higher education or public sector customer, I hope you will be joining us at the Alliance Conference.  This year the conference is in Philadelphia.  Alliance is an event that we in PeopleSoft always look forward to.  As a group, the attendees are well informed, interested in learning, collaborative, innovative, and eager to interact with us Oracle folks and share their experiences.  PeopleSoft/PeopleTools has a full slate of sessions again this year.  Technical and functional attendees alike should be interested in many of these sessions. 7101    PeopleSoft: Beyond Hardening. A look at new threats    What can you do when MFA and SSL/TLS are not enough protection? We'll look at what's available to help harden systems, but also examine other ways of reducing the attack surface with emerging threats and current concerns for security and privacy. 7071    PeopleSoft Analytics Highlights    PeopleSoft has always offered a variety of options for reporting and analytics. Some new additions provide additional power, convenience and performance improvements. Features like Analytic Thresholds and Personalized Analytic Notifications not only provide information, they change the way users interact with PeopleSoft applications. Kibana offers new analytic and visualization options while providing performance not previously possible. These new options offer better decision support and improved interaction for your users. 7106    Deploying Chatbots with the PeopleSoft Chatbot Integration Framework    Chatbots are an up and coming technology that lets the user drive the application user interface using natural language instructions. PeopleTools has delivered technology that make deploying chatbots delivered by application teams or building custom chatbots that integrate with PeopleSoft Applications easy. In this session we'll cover the easiest way to get chatbots up and running in your organization. 7070    PeopleSoft Technology Roadmap    Oracle continues to invest in PeopleSoft PeopleTools technology. In this session, you will hear about some of the key features delivered in the latest PeopleTools release. Topics covered are PeopleSoft Fluid User Interface, Oracle’s full suite of cloud-ready lifecycle management tools (including PeopleSoft Cloud Manager), simplified analytics, emerging technology and more. Oracle’s strategy is to continue to extend the value of your PeopleSoft investment. 7081    Customer Panel -  Benefits of PeopleSoft on Oracle Cloud Infrastructure    You have heard about Oracle Cloud but do you know how PeopleSoft customers are taking advantage of the new offerings? Find out how Oracle Cloud Infrastructure, PeopleSoft Cloud Manager and other recent enhancements are benefiting customers. Attend this session and bring your questions! We'll have PeopleSoft customers and sharing their experiences and lessons learned while running PeopleSoft on Oracle Cloud. 7073    Emerging Tech: The Future of Elasticsearch, Logstash, and Kibana with PeopleSoft    Elastic (the company that offers the ELK stack) continues to innovate and offer new capabilities for their core products. This provides a wealth of opportunities for PeopleSoft and our customers through PeopleSoft’s adoption and integration of Elasticsearch, Logstash, and Kibana. Learn what the future may hold for PeopleSoft and our incorporation of Elastic products, and how your institution can benefit from their use 7072    What's New With the Fluid User Interface    PeopleSoft continues to enhance the Fluid User Interface, adding new features and improving the look and feel. Another important and differentiating aspect of PeopleSoft is the ability to configure the UI to meet your important unique requirements, and there are enhancements in that area too. Learn about the latest changes that are offered with PeopleTools 8.58, and how you can benefit from them. 7080    2020 Vision - Seeing the Capabilities and  Benefits of PeopleSoft Cloud Manager    PeopleSoft has invested a lot of resources to simplify environment management in Oracle Cloud Infrastructure. PeopleSoft Cloud Manager will help maximize your efficiency and reduce the effort it takes to provision and maintain application environments. Find out how PeopleTools patches and upgrades have been completely automated. This session will highlight all the new features of Cloud Manager, as well as discuss some of the future enhancements we're evaluating. If you want reduce costs, simplify patching and speed up environment availability... this session is for you! 7076    PeopleTools Platform and Infrastructure Overview    Is your PeopleSoft infrastructure ready for PeopleTools 8.57 and beyond?  Have you made the switch to Visual COBOL?   Did you perform your first one-click PeopleTools upgrade using PeopleSoft Cloud Manager?  This session walks you through Oracle’s PeopleTools certifications (including PeopleTools 8.58) for operating systems, databases, browsers, search and other components certified with PeopleTools.  We'll discuss the timelines and options for the migration to Visual COBOL, and highlight new features delivered with Cloud Manager.  This session provides the information you need to ensure your PeopleSoft infrastructure remains certified for your PeopleSoft environments. 7102    Where will AI/ML enhance PeopleSoft applications    AI/ML for some is a solution looking for a problem. We will examine near term and roadmap use cases for PeopleSoft Applications. Look at how AI/ML is being proposed both by applications development and by customers exploring the features. We will also look at how industry experts and thought leaders see this technology being adopted. PeopleTools Product Strategy Panel Discussion    There are many sessions at Alliance where you can listen and learn about a particular topic from one or two experts. Attend this session to engage in an open discussion with key members of Oracle's PeopleTools Product team. You will be able to ask questions, hear their thoughts, and gain their insight into the PeopleSoft product direction. If any of these sessions sound good to you, check out the details for location and any date/time changes at the Alliance site.  Here you can view the entire agenda including all session schedules, workshops, and special events.  It's not too late to register! Hope to see you there!

Important Update! Due to the Covid-19 problem, health concerns, and travel restrictions, the Alliance Conference has been cancelled. The organizers (HEUG) are considering other options like a virtual...

Cloud Manager

Get the latest PeopleTools version using Cloud Manager 10

PeopleSoft PeopleTools version 8.58 is generally available to run on Oracle Cloud. If this is good news to you, there is more – it’s even easier now to upgrade to the latest version of the PeopleTools using PeopleSoft Cloud Manager. This blog post outlines the steps to get PeopleTools 8.58.01 and run it or upgrade an older version through the Cloud Manager. There’s probably a pretty good chance that this is the first time you may be hearing about PeopleSoft Cloud Manager. If so, don’t worry; just follow the steps in this blog to get your PeopleTools version upgraded.  As a first step, get an Oracle Cloud Infrastructure (OCI) account.  Install the Cloud Manager Image 10 (CM 10) onto that account.  Post-installation, use CM 10 to download the 8.58.01 DPKs into the Cloud Manager Repository.  Use CM 10 to upgrade a PUM image from 8.57 to 8.58 using the downloaded DPKs.  If you’ve been through a PeopleTools upgrade before, you’ll be amazed to see how the CM 10 automates this process! The steps outlined below assume that you are new to OCI and Cloud Manager.  If you are already familiar with Cloud Manager and have a Cloud Manager instance running in your tenancy, then update your Cloud Manager instance using Interaction Hub Image 10 as described in the Cloud Manager online help and go to Step 4 listed below. Step 1: Get your Oracle Cloud trial account.  If you are new to OCI and PeopleSoft Cloud Manager, then please go through all links below to help you get started quickly. Oracle Cloud   Get your trial account   PeopleSoft Cloud Manager Using the Oracle Cloud link given above, request fa free account that will give you access to all Oracle Cloud services up to 3500 hours or USD 300 free credits (available in select countries and limited validity). When your request is processed, you will be provisioned a tenancy in Oracle Cloud Infrastructure. Oracle will send you a Welcome email with instructions for signing in to the console for the first time. There is no charge unless you choose to Upgrade to Paid from My Services in the console. Step 2: Set up your OCI tenancy by creating users, policies, and networks. Refer to the OCI documentation here for details or get a quick overview of this blog post.  After this step, you will have your tenancy ready to deploy PeopleSoft Cloud Manager. Step 3: Install and configure PeopleSoft Cloud Manager.  As part of this step, you will: Install the Cloud Manager instance using Resource Manager Configure Cloud Manager settings Set up a file server on File Storage service (FSS) to use as a repository Follow the Cloud Manager installation documentation here. Step 4: Subscribe to download channels. The PeopleTools 8.58 download channel is now available under the unsubscribed channel list. Navigate to Dashboard ® Repository ® Download Subscriptions. Click on the Unsubscribed Tab. Subscribe to the new Tools_858_Linux, Tools_858_Windows channel using the related Actions menu. Also subscribe to any application download channels, for example, HCM_92_Linux. Downloading the new PeopleTools version takes a while. Wait for the status to indicate ‘Success.’ Step 5:  Provision of a demo environment using PUM full tier topology.  Create a new environment template to deploy an application that you downloaded in Step 4.  Use the provided PUM full tier topology in the template.  Using this newly created template, provision a new environment. If you already have a PUM environment deployed through Cloud Manager, then you can skip this step.  Step 6: After the environment is provisioned, navigate to My Environment Details > Upgrade PeopleTools.  On the right pane, you’ll have an option to select the PeopleTools 8.58 version that you have downloaded. Select the PeopleTools version that you want to evaluate. Click Upgrade to begin the upgrade process. By default, the Auto Select Windows client for upgrade is set to Yes. You’ll be able to view the job details and the steps running on the same page by clicking the upgrade job status link.  Once the process is completed, the status reflects ‘Completed’ as shown on the screen. You may probably end up waiting for a few hours for the system to upgrade successfully. PeopleTools upgrade is now complete.  Sign in to the PeopleSoft Pure Internet Architecture (PIA) for the upgraded environment to evaluate the new features in PeopleTools 8.58. For more information on PeopleTools 8.58 and Cloud Manager Image 10, go to PeopleSoft Hosted Online help. We hope this helped you to upgrade easily to 8.58.01. If you still have questions, please contact Oracle Support.

PeopleSoft PeopleTools version 8.58 is generally available to run on Oracle Cloud. If this is good news to you, there is more – it’s even easier now to upgrade to the latest version of the PeopleTools...

Cloud Manager

PeopleSoft PeopleTools 8.58 is Available on Oracle Cloud Infrastructure

PeopleTools 8.58 is now available from Oracle and there is plenty to be excited about. Just as with PeopleTools 8.57, the release is initially available on Oracle Cloud Infrastructure (OCI) and will not be available for on-premises environments until the 8.58.03 patch. Until then, we invite you to take advantage of the many benefits offered by Cloud Manager and of running PeopleSoft Applications in the Oracle Cloud.   Here's a link to more information on the latest version of Cloud Manager.   It’s always exciting when Oracle releases a new version of PeopleTools (I won’t say how many I’ve been involved with)!  This release is no different. There are plenty of exciting new features that will help you in many different ways. With the release of 8.58 we’ve:   Modernized the look and feel with:    New stylesheet that gives applications a modern look Support for conversational interfaces using Oracle Digital Assistant Centralized management of notifications and added support for Text messages   Enhanced analytics with: Powerful new integration with Kibana Analytics Extended analytic driven notifications   Supported emerging technology with New Chatbot Integration Framework to make chatbots easy to deploy and manage Support OAuth standard for chatbot authorization   Let you take advantage of the elasticity, performance and cost of the Oracle Cloud by Automating the PeopleTools 8.58 upgrade using Cloud Manager Image 10   Helped you manage change to your PeopleSoft environment by Isolating customizations to AppEngine programs Increasing the value of Event Mapping with more events and use in more places   And much, much more.   Where do you start for more information? You’ll want to start with the PeopleTools 8.58 Highlight Video posted on the PeopleSoft YouTube channel.  Give yourself plenty of time. The video is a great overview of some of the key new features in 8.58 and it’s long, over 35 minutes!    After that, go straight to the PeopleSoft PeopleTools 8.58 New Feature Overview document.  You’ll want to spend some time with this because it itemizes all the new features and is the best place to find all the hidden gems in release 8.58. And there is more. The additional resources include PeopleTools 8.58 Homepage Upgrade Homepage for PeopleTools 8.58 PeopleTools 8.58 Online Help Downloadable PeopleBooks (PDF)   Release 8.58 is a significant milestone for Oracle.  Now’s the time to take your PeopleSoft applications to the next level.  Use PeopleTools 8.58 to simplify the user interface, leverage emerging technology with chatbots, enhance the analytics with Kibana, lower the cost of your customizations and take advantage of what the cloud has to offer by migrating your PeopleSoft applications to the Oracle Cloud. 

PeopleTools 8.58 is now available from Oracle and there is plenty to be excited about. Just as with PeopleTools 8.57, the release is initially available on Oracle Cloud Infrastructure (OCI) and will...

Cloud Manager

PeopleSoft Cloud Manager Image 10 is Now Available

Cloud Manager Image 10 (CM010) is now available from the Oracle Marketplace and it’s loaded with new features to help you manage your PeopleSoft environments in the Oracle Cloud Infrastructure. If you are not sure what Cloud Manager is all about, it’s pretty simple, it helps you move and manage PeopleSoft 9.2 environments in Oracle Cloud Infrastructure (OCI). Once there, it helps you administer applications and manage lifecycle processes. You can learn more about the Cloud Manager page on the PeopleSoft Information Portal. With PeopleSoft Cloud Manager Image 10 you can now: Use the OCI Resource Manager to simplify the process of configuring complex network environments that can be difficult and error-prone. Use additional database platforms including Oracle Exadata Cloud Service as well as Oracle 12.2.0.1, 18c and 19c versions. Use Transparent Data Encryption (TDE) Simplify the maintenance of Cloud Manager with automated patches and updates to Cloud Manager. One-click fast cloning of environments. Discover externally created environments running on OCI and import the definitions to manage them with Cloud Manager Automatically upgrade PeopleTools versions including PeopleTools 8.58 on OCI  (when available). Support for Windows based Process Scheduler to use with NVision Kibana support And much more. Make sure to check out the Cloud Manager Release Video for more features. Image 10 represents a significant improvement in the areas of automation, supported platforms, ease of use, and environment management.  No other IaaS Cloud Platform can match the combination of automation, performance, ease of use and cost savings that is available on OCI.  Check it out for yourself with a free trial.

Cloud Manager Image 10 (CM010) is now available from the Oracle Marketplace and it’s loaded with new features to help you manage your PeopleSoft environments in the Oracle Cloud Infrastructure. If you...

PeopleTools

Accessibility with PeopleSoft Products

Oracle Support and Resources for Accessibility PeopleSoft has been involved with accessibility support for many years, and this subject is an important priority for Oracle.  In fact, Oracle has an entire team called the Accessibility Program Office (APO), which is part of the Corporate Architecture Group.  They serve as a resource to all Oracle applications—not just PeopleSoft—and help all products with their compliance efforts.    The APO also publishes a wealth of information to help customers learn about Oracle’s accessibility efforts.  To learn about those programs and access a variety of accessibility information go here.  This site also contains links to Peoplesoft’s Voluntary Product Accessibility Templates (VPATs).  These describe in detail the conformance of all PeopleSoft products. Through the APO, Oracle supports and participates in several conferences on Accessibility.  The APO also holds many internal meetings and conferences on accessibility, particularly around developing and testing for accessibility.  They also keep all product lines aware of regulatory changes and updates. How Accessibility is Supported in PeopleSoft PeopleSoft supports accessibility in its applications in two ways: through PeopleTools (the development and runtime environment), and in the applications themselves.  Some accessibility guidelines are simply supported in PeopleTools without requiring coding in the applications.  However, PeopleTools also makes it possible for application developers to write their applications to conform to accessibility guidelines.  For example, PeopleTools makes it possible for applications to be written containing tags for page elements so that they can be read by assistive technology like screen readers.  The majority of guidelines are supported this way in the applications, and require application developers to code to standards.  This is true for customer development as well.  If customers develop custom pages and components, they must develop those pages to standards just as PeopleSoft applications developers are required to do. Oracle—PeopleSoft uses both manual and automated testing to evaluate conformance with accessibility regulations.  In fact, Oracle’s APO has developed a proprietary tool for internal accessibility testing.  This tool is used across Oracle applications. Screen Reader Mode Note that PeopleSoft applications provide a mode that optimizes PeopleSoft pages for use with assistive technology like screen readers.  This is typically enabled by administrators for their visually impaired users, but end users can also enable Screen Reader Mode at login or in the user preferences area. Accessibility Guidelines and Enhancements For guidelines about how accessibility is supported in PeopleSoft applications, see the PeopleBooks section on Accessibility. In addition to the overview, PeopleBooks provides the following information: How to set up accessibility layout features How to use accessibility layout features How to build accessible applications with PeopleTools Accessibility improvements by release (for example, improvements in PeopleTools 8.57) Accessibility enhancements for applications images are listed in Image Update Videos, and the Cumulative Feature Overview tool.  Accessibility features for each application are listed in the PBooks for each application.  There is additional information on accessibility for PeopleSoft and other Oracle applications on MyOracleSupport. What To Do if You Encounter an Accessibility Issue PeopleSoft makes an earnest effort to fully conform to required accessibility regulations.  However, if something isn’t working properly we address this like any other bug.  When a problem is reported and verified, we fix it in our standard development process.  This is true whether the bug is in the application or in PeopleTools.  If you discover an accessibility issue, report it to Oracle Support.  It will then be addressed through the normal support process.  

Oracle Support and Resources for Accessibility PeopleSoft has been involved with accessibility support for many years, and this subject is an important priority for Oracle.  In fact, Oracle has an...

Events

Open World 2019 is Coming!

Open World is coming up soon!  I hope you'll be joining us in San Francisco September 15-19.  There are lots of great PeopleSoft sessions across all applications, including presentations from Oracle, customers, and partners.  I'll focus here on sessions that we'll be presenting in the tech area. Starting the week off on Monday we have three sessions: CAS5335 - Simplifying the PeopleSoft Maintenance Process: A Customer Success Story   Here we'll cover how to use configuration and life-cycle automation tools to make it simpler to take images and updates CAS5337 - Thriving with PeopleSoft on Oracle Cloud: A Customer Success Story    Listen to a customer describe how they successfully deployed PeopleSoft on Oracle Cloud. PRO5327 - Applications Technology Update and Roadmap for PeopleSoft   Attend the always popular Tools roadmap session to learn about the latest features and those on the Horizon. There are three more sessions on Tuesday: PRO5328 - New Features of the PeopleSoft Analytic Landscape    This session will emphasize how to take advantage of Kibana with PeopleSoft PRO5334 - Enabling Emerging Technology in PeopleSoft    Learn about what PeopleTools is doing to support emerging technologies like chatbots, artificial intelligence, and machine learning and how these things will improve your enterprise applications PAN5338 - Make Your PeopleSoft Customizations Update Safe    A panel of experts will describe how to eliminate or isolate customizations using tools such as Event Mapping, Drop Zones, and Page and Field Configurator.   Wednesday is a big day with five sessions: PRO5331 - PeopleSoft PeopleTools Platform and Infrastructure Overview    Learn about all the latest certifications and everything to do with your PeopleSoft infrastructure. PAN5339 - Customers Using Oracle Cloud for PeopleSoft    Hear from a panel of customers on their experiences deploying PeopleSoft on Oracle Cloud. TIP1555 - Getting the Most Out of PeopleSoft PeopleTools: Tips and Techniques    This session is another perennially popular one.  Learn about best practices for using the latest PeopleTools features to your benefit. CON5329 - PeopleSoft Page and Field Configurator: Ask the Experts    Go deep on the popular Page & Field Configurator tool.  Learn about all the latest features, what's planned for the future, and how you can use it to greatest advantage. PRO5332 - Harden and Protect PeopleSoft On-Premises and in the Cloud    Security is high on everyone's list of important subjects.  Learn about how to protect your PeopleSoft Environments from threats whether deployed on premise or in the cloud. We wrap up the week on Thursday with two sessions: PRO5330 - Thriving with PeopleSoft on Oracle Cloud: Using Cloud Manager    Take advantage of PeopleSoft's versatile and useful Cloud manager to facilitate your Cloud Deployment.  It also helps provision and manage all your environments on Oracle Cloud, whether for development, testing, or production.  Learn about all the latest features. PAN5340 - PeopleTools Product Team Panel Discussion  This is an open discussion with PeopleSoft technical executives.    Here you can ask them any question related to PeopleSoft technology, including things you've learned at the conference. In addition to these tech sessions, you'll want to attend our marquee general session presented by PeopleSoft's Executive Vice President, Paco Aubrejuan.  He'll cover the latest PeopleSoft innovations where we're headed, and talk about the overall state of PeopleSoft.  You should also attend the strategy session by Rebekah Jackson, Vice President of Product Management to learn about PeopleSoft's important strategic initiatives.  Both of these sessions are on Monday. There are many more valuable PeopleSoft sessions during Open World so consult the conference web site--and particularly the content catalog to plan your week.

Open World is coming up soon!  I hope you'll be joining us in San Francisco September 15-19.  There are lots of great PeopleSoft sessions across all applications, including presentations from Oracle,...

Chatbots

PeopleSoft Releases First Chatbots--And a Framework for Chatbot Development with PeopleSoft

PeopleSoft recently released our first chatbot: An Absence Assistant for HCM.  There will be other chatbots offered in the near future for HCM, FSCM, and other pillars.     This is an exciting development because it gives PeopleSoft another modern enhancement to our User Experience.  Chatbots can provide better customer service, increased employee satisfaction, and even provide greater efficiencies for both mobile and desktop enterprise applications.   Here are some some benefits and uses for chatbots: Automated Help desk Always available Guided user transactions, easy and intuitive interface Reduced or eliminated need for documentation and training Streamlined access to your applications on multiple devices  Repetitive tasks are automated System responds to users in their preferred way to communicate In addition to the chatbots delivered in our applications, PeopleSoft has also delivered the PeopleSoft Chatbot Integration Framework (PCIF).  The PeopleSoft Chatbot Integration Framework provides all the technology you need to deploy chatbots with PeopleSoft, including the chatbot user interface, REST-service communication between the client and Oracle Digital Assistant (ODA), security and authentication between PeopleSoft and ODA, and a standard way for ODA to get information from PeopleSoft applications.  The PCIF is provided through a combination of PeopleTools and enterprise applications components.  The key with the PCIF is that it enables customers to go beyond deploying delivered bots, enabling them to modify bots or create and deploy their own bots to meet unique requirements.  To use the PCIF, customers must be on PeopleTools 8.57.07 and have an application image that supports the PCIF (for example, HCM image 31).  Customers will also need a subscription to Oracle Digital Assistant (ODA), which is a SaaS-based product that works with PeopleSoft to provide chatbot services.   The PeopleSoft Chatbot Integration Framework is designed to work with ODA. PeopleSoft also delivers a skill template.  This is essentially a starter kit for developers to facilitate creating their own application chatbots without having to build the integration, UI rendering, and security.   As mentioned, customers will need a subscription for Oracle Digital Assistant to deploy bots within PeopleSoft.  ODA provides important features: The ability to create and maintain channels to access chatbots The facility to design conversational logic including intents, entities, utterances, and dialog flow.  This is basically the design of the interaction between the bot and the human end user. See this page for more information on ODA.   Keep in mind that using ODA and the PCIF, your bots can be refined over time to make them more adept at handling your business processes.   It's important to note that chatbots can be deployed with PeopleSoft applications whether those applications reside on-premise or are deployed on the Oracle Cloud Infrastructure.   There is much more information coming soon on Chatbots.  Keep an eye out for this exciting subject on peoplesoftinfo.com.

PeopleSoft recently released our first chatbot: An Absence Assistant for HCM.  There will be other chatbots offered in the near future for HCM, FSCM, and other pillars.     This is an exciting...

PeopleTools

Classic Navigation Support to be Discontinued

PeopleSoft’s Fluid User Interface has been around for several years now.  It was first introduced with PeopleTools 8.54.  Fluid was created not just to support mobile users, but to bring the PeopleSoft user interface up to modern standards and make it more efficient and intuitive.  This has been successful.  Customers that have adopted the Fluid UI have reported great acceptance and benefits from deploying Fluid to their users.  Fluid has become the default mode for the PeopleSoft user interface, and so we are planning to de-support Classic navigation with the release of PeopleTools 8.58. What Does this Mean?   Customers will still be able to enable classic navigation if they choose, but PeopleSoft will no longer maintain it.  There will be no bug fixes or updates for Classic navigation features.  At some point, we may decide to remove Classic navigation from PeopleSoft completely.  For this reason, we strongly encourage the customers to move to and rely only on Fluid navigational mechanisms as soon as possible. The following are features of classic navigation that will no longer be supported: Breadcrumb feature found in portal header Persistent Search Results presented through the breadcrumb feature Any Classic Menu Pagelet typically found on Classic Homepages or Portal Templates Delivered Portal Headers, Portal Templates, and Branding Themes that enable the breadcrumb feature or Menu Pagelet Apps-Based Navigation (aka Smart Navigation – previously deprecated in PeopleTools 8.55) Standard Navigational Pages (DFANs) Custom Navigational Pages (CFANs) It’s important to understand that most of these features have Fluid analogs, and customers can use similar concepts in Fluid.  For example, Navigation collections are easy to use and create in Fluid. Classic Pages Are Not Going Away Note that this doesn’t mean that Classic and Classic Plus pages are going away.  Some number of Classic pages will remain indefinitely.  However, the navigation used to reach all pages—including Classic pages—will be through Fluid navigation methods like Tiles, Home Pages, Fluid Navigation Collections, Global Search, and the Nav Bar. What Should You Do? Fluid is the default user interface, and it is turned on by default. If you are still presenting Classic navigation to your users, plan to make the move to Fluid with your next PeopleTools upgrade.  Take advantage of the wealth of Fluid material available on peoplesoftinfo.com.  There is guidance available not just on Fluid features, but on practices for design and deployment.  You can also learn from customer stories and how they were successful in moving to Fluid.  Detailed documentation on the features being de-supported will be available with the PeopleTools 8.58 release.  However, you should not wait for 8.58 to plan your move to Fluid.

PeopleSoft’s Fluid User Interface has been around for several years now.  It was first introduced with PeopleTools 8.54.  Fluid was created not just to support mobile users, but to bring the...

PeopleSoft on the Cloud

PeopleTools 8.57 is now available to download to your site

Oracle announced yesterday that PeopleTools 8.57.04 Product Patch is now available for on-premises downloads.  Go to the PeopleTools 8.57 Home Page on My Oracle Support (doc 2433119.2) for more information and a link to the PeopleSoft Patches Home Page.  This patch is also available on Oracle Cloud Infrastructure (OCI).  All customers using PeopleSoft Cloud Manager will be able to subscribe to the PeopleTools 8.57 channel and have the new patch automatically downloaded to their cloud repository and ready for one-click upgrade/patching. I'd like to extend thanks to all the customers and partners that took the time to upgrade a PeopleSoft instance to 8.57 using PeopleSoft Cloud Manager.  Many have shared their stories in webinars, conference sessions and blog posts.  One of my favorites is a blog post from Graham Smith, Cedar Consulting, who in this post 'PeopleTools 8.57 Upgrade Magic' coined the term 'Magic Upgrade PeopleTools Button'.  The name is going to stick. Visit my previous post PeopleTools 8.57 is Available on the Oracle Cloud for more information and links to additional resources on the new Tools release.  Also, don't forget to stay informed with the Tech Updates (doc 764222.1).  There are important updates about how 8.57 is the last PeopleTools release that will support MAP technology and the DB2 LUW platform. For those of you that would still like to try the 'Magic Upgrade Button' in the cloud, you can still do that with a free trial account.  Instructions have been made into a spotlight video, Upgrading to 8.57 on Oracle Cloud using PeopleSoft Cloud Manager.  You can find a link to that video and all spotlight videos here.

Oracle announced yesterday that PeopleTools 8.57.04 Product Patch is now available for on-premises downloads.  Go to the PeopleTools 8.57 Home Page on My Oracle Support (doc 2433119.2) for more...

Cloud Manager

How to Launch PeopleSoft Cloud Manager Using a Pre-built Image for Oracle Cloud Infrastructure

With the latest updates to Oracle Cloud Infrastructure, you now have a cool new way of launching instances.  This new feature makes it easier than ever before to launch a PeopleSoft Cloud Manager instance.  We received your feedback on how downloading and uploading Cloud Manager was taking too much time.  I’m very happy to say that we’ve heard you, and now we have delivered a surprisingly simple solution. Before creating the Cloud Manager instance, you should have set up your networking (VCN and subnet) and configured all required security rules. To launch a new Cloud Manager instance, navigate to your tenancy and go to the dashboard, as shown here, or the Instances page.  From the dashboard, click the option Create a VM instance.  You will now see the new pages to create an instance as shown below.  Enter the name for your instance and select the availability domain (AD) in which you want to create your Cloud Manager instance.  Next step is to select the Cloud Manager image. By default, Oracle Linux 7.5 image is chosen.  Click Change Image Source to search for the Cloud Manager image. On the Browse All Images page, select the Oracle Images tab.  Here you’ll find the latest Cloud Manager image for OCI.  Select the image and accept the terms and restrictions after reading them. Click Select Image to use the chosen image. Choose the Virtual Machine instance type and select a VM shape of your choice.  Select a compartment in which the Cloud Manager instance will be created.  Select a VCN and a subnet for the Cloud Manager instance configuration. Click Create to deploy the instance. There you go!  Creating a Cloud Manager instance is now so easy.  Note that you still need to download the Oracle Linux Image for Cloud Manager from My Oracle Support, upload it to object storage and import as a custom image.  After setting up Cloud Manager instance, continue from Downloading the Oracle Linux Image and Uploading to Object Storage step in the install guide here. After you have the Oracle Linux image, and the Cloud Manager instance is provisioned and running, SSH into the instance and follow the instructions in the install guide to run the Cloud Manager Instance Configuration Wizard.

With the latest updates to Oracle Cloud Infrastructure, you now have a cool new way of launching instances.  This new feature makes it easier than ever before to launch a PeopleSoft Cloud Manager...

PeopleSoft on the Cloud

How to run PeopleTools 8.57 in the Cloud

Now that 8.57 is generally available to run in the cloud, I’ll outline the steps to get it up and running so you can take it for a spin. It was announced in an earlier blog that PeopleTools 8.57 will be initially released to run on the Oracle Cloud before it’s available for on-premises installs.  That means you’ll want to use PeopleSoft Cloud Manager 7 to get it up and running.  There’s probably a pretty good chance that this is the first exposure you’ve had to Cloud Manager so it’s worth explaining what you’ll do. The process is pretty simple.  First, you’ll get an Oracle Cloud Infrastructure (OCI) account.  Then you’ll install Cloud Manager 7 onto that account.  Once installed, Cloud Manager 7 is used to download the 8.57 DPKs into your Cloud Repository.  Then you’ll use Cloud Manager 7 to upgrade a PUM image from 8.56 to 8.57 using the downloaded DPKs.  If you’ve been through a PeopleTools upgrade before, you’ll be amazed how Cloud Manager automates this process. The steps outlined below assume that you are new to OCI and Cloud Manager.  If you are already familiar with Cloud Manager and have it running in your tenancy, then update your Cloud Manager instance using Interaction Hub Image 07 as described here and go to Step 4. Step 1: Get your Oracle Cloud trial account.  If you are new to OCI and PeopleSoft Cloud Manager, then please go through all links below to help you get started quickly. Oracle Cloud - https://cloud.oracle.com/home Get your trial account - https://cloud.oracle.com/en_US/tryit PeopleSoft Cloud Manager - https://docs.oracle.com/cd/E52319_01/infoportal/cloudmgr.html Using the link given above, request for a free account that will give you access to all Oracle Cloud services up to 3500 hours or USD 300 free credits (available in select countries and limited validity). When your request is processed, you will be provisioned a tenancy in Oracle Cloud Infrastructure. Oracle will send you a Welcome email with instructions for signing in to the console for the first time. There is no charge unless you choose to Upgrade to Paid from My Services in the console. Step 2: Set up your OCI tenancy by creating users, policies and networks.  Refer to OCI documentation here for details or get a quick overview in this blog.  After this step, you will have your tenancy ready to deploy PeopleSoft Cloud Manager. If you are on OCI Classic then you can skip this step. Step 3: Install and configure PeopleSoft Cloud Manager.  Follow the OCI install guide here. If you are on OCI Classic, follow the install guide here. As part of this step, you will – Download the Cloud Manager images Upload images to your tenancy Create a custom Microsoft Windows 2012 image Spin up the Cloud Manager instance Run bootstrap to install Cloud Manager Configure Cloud Manager settings Set up file server repository Step 4: Subscribe to download channels.  The PeopleTools 8.57 download channel is now available under the unsubscribed channel list.  Navigate to Dashboard | Repository | Download Subscriptions.  Click on Unsubscribed tab. Subscribe to the new Tools_857_Linux channel using the related Actions menu. Also subscribe to any application download channels, for example, HCM_92_Linux. Downloading new PeopleTools version takes a while. Wait for the status to indicate success. Step 5:  Provision a demo environment using PUM Fulltier topology.  Create a new environment template to deploy an application that you downloaded in Step 4.  Use the provided PUM Fulltier topology in the template.  Using this newly created template, provision a new environment. If you already have a PUM environment deployed through Cloud Manager, then you can skip this step.  Step 6: After the environment is provisioned, navigate to Environment Details | Upgrade PeopleTools.  On the right pane, you’ll have an option to select the PeopleTools 8.57 version that you have downloaded.  Select the PeopleTools version that you want to evaluate. Click Upgrade to begin the upgrade process.  You’ll be able to see the job details and the steps running on the same page.  Click on the ‘In progress’ status link to view the upgrade job status.  After the upgrade is complete, click the status link for detailed upgrade job status. PeopleTools upgrade is now complete.  Login to the upgraded environment PIA to evaluate the new features in PeopleTools 8.57.  For more info on PeopleTools 8.57 go to PeopleTools 8.57 Documentation

Now that 8.57 is generally available to run in the cloud, I’ll outline the steps to get it up and running so you can take it for a spin. It was announced in an earlier blog that PeopleTools 8.57 will...

PeopleSoft on the Cloud

PeopleTools 8.57 is Available on the Oracle Cloud

We are pleased to announce that PeopleTools 8.57 is generally available for install and upgrade on the Oracle Cloud.  As we announced earlier, PeopleTools 8.57 will initially be available only on the Oracle Cloud.  We plan to make PeopleTools 8.57 available for on-premises downloads with the 8.57.04 CPU patch in January 2019.   There are many new exciting features in PeopleTools 8.57 including: The ability for end-users to set up conditions in analytics that if met will notify the user Improvements to the way Related Content and Analytics are displayed Add custom fields to Fluid pages with minimum life-cycle impact More capabilities for end user personalization Improved search that supports multi-facet selections Easier than ever to brand the application with your corporate colors and graphics Fluid page preview in AppDesigner and improved UI properties interface End-to-end command-line support for life-cycle management processes And much more! You’ll want to get all the details and learn about the new features in 8.57.  A great place to start is the PeopleTools 8.57 Highlights Video  posted on the PeopleSoft YouTube channel.  The highlights video gives you a overview of the new features and shows how to use them. There is plenty more information about the release available today.  Here are some links to some of the other places you can go to learn more about 8.57: PeopleTools 8.57 New Feature Overview PeopleTools 8.57 Home Page PeopleTools 8.57 Upgrade Home Page PeopleTools 8.57 Documentation In addition to releasing PeopleTools 8.57, version 7 of PeopleSoft Cloud Manager is also being released today.  CM 7 is similar in functionality to CM 6 with additional support for PeopleTools 8.57.  If you currently use a version of Cloud Manager you must upgrade to version 7 in order to install PT 8.57.  There are a lot of questions about how to get started using PeopleTools 8.57 and Cloud Manager 7.  Documentation and installation instructions are available on the Cloud Manager Home Page. More information will be published over the next couple of weeks to help you get started with 8.57 on the cloud.  Additional information will include blogs to help with details of the installation, an video that shows the complete process from creating a free trial account to running PT8.57, and a detailed Spotlight Video that describes configuring OCI and Cloud Manager 7. PeopleTools 8.57 is a significant milestone for Oracle, making it easier than ever for customers to use, maintain and run PeopleSoft Applications.

We are pleased to announce that PeopleTools 8.57 is generally available for install and upgrade on the Oracle Cloud.  As we announced earlier, PeopleTools 8.57 will initially be available only on the...

Cloud Manager

How to Set Up OCI Tenancy for PeopleSoft Cloud Manager – Part II

In the previous blog on setting up tenancy, you learned that a Virtual Cloud Network (VCN) and subnets must be created as a prerequisite for PeopleSoft Cloud Manager Image 6. In Oracle Cloud Infrastructure (OCI), you get the flexibility to configure networking to mimic your on premises environment.  Networking can be configured in many ways for PeopleSoft environments.  You can have separate subnets for demo, development, testing, pre-production and production environments.  You can also group environments into two subnets, one for production and another for non-production environments.  Alternatively, you can create one subnet each for database, middle tier components (Application Server, Process Scheduler, and PIA), PeopleSoft Client, Elasticsearch instances and load balancer.  Another option is to create only three subnets, one for load balancer, the second for database and the third for rest of the instance types.  Subnets can either be public or private.  You can choose to deploy all instances on a private subnet to secure them from the Internet, or put them on a public network where they are accessible from the Internet, or put a few on private and a few on public subnets.  Complete flexibility! In this blog, let’s take an example of a simple networking architecture. This example network has one VCN with one public subnet and one private subnet.  The public subnet (red dotted line in the illustration below) hosts the Cloud Manager, File Server, middle tier, PeopleSoft (Windows) Clients and Elasticsearch instances.  Database instances are hosted in a private subnet.    First step, create a VCN using OCI web console by selecting Networking, Virtual Cloud Networks. Let’s call it MyVCN.  Note. To locate the commands mentioned here, click the Navigation Menu at the top left of the OCI console home page. You can choose to create the default subnets by selecting the option Create Virtual Cloud Network plus related resources or select Create Virtual Cloud Network only to create your own customized subnets.  Let’s select the latter option for the purpose of this blog. In the example below, a VCN is created with a CIDR 10.0.0.0/16.  You can use a CIDR that mimics your on premises networking too. Read more on VCN and subnet here to familiarize with the concepts and management of networks. The next important part is creating security lists.  By default every subnet will have a security list.  You can customize the same default security list or create your own.  In the sample network illustrated above, there are two security lists – one for a database subnet and another for the middle tier subnet. The security list for the database subnet can have rules as shown below.  The first rule indicates that the database instance can be accessed over the Internet on port 22 for SSH, and the second rule indicates that all network connections arising from the middle tier subnet (10.0.1.0) must be allowed to connect to all ports on instances running on database subnet. Now, let’s take a look at the middle tier subnet security list. Here is the summary of the rules: Rule 1 – allow all connections to port 22 (SSH access) Rule 2 – allow all connections to port range 8000 – 8200 (HTTP PIA access) Rule 3 – allow all connections to port range 8443 – 8643 (HTTPS PIA access) Rule 4 – allow all connections between instances within middle tier subnet Rule 5 – allow all connections to port 3389 (RDP to Windows Client) Also add Egress rules for each subnet as per your requirement.  The example shown below allows connections to all destinations. Define an internet gateway as shown below.  Also add any route tables if required. More details are available in OCI documentation here. It is important to ensure that the Cloud Manager and the file server instance has access to all subnets on which it will provision new environments.  The NFS share in the file server on which DPKs are stored, is mounted on the instances being provisioned and hence all NFS ports must be opened in the security lists. More details about the VCN, subnets and security lists specific to Cloud Manager is available here. All security rules in this blog are not very restrictive and serve as examples to start with.  It is always recommended to restrict access to subnets by adding more rules that allow only required ports.  To learn more about securing access refer to OCI documentation here. Next, create subnets for each Availability Domain.  In the example below, there are two subnets created for an Availability Domain evQs US-ASHBURN-AD-1.  One subnet is used for hosting database instances and another to host the remainder of the instances, such as middle tier (running Application Server, PIA server and Process Scheduler), Windows client and Elasticsearch.  Create similar subnets on each of the availability domains.  This way, you’ll have a uniform network layout on each of the availability domains.  Ensure that you select the right security list for each subnet. With this, the tenancy is ready for you to set up PeopleSoft Cloud Manager.  You have set up a compartment, user, policies, VCN, subnets and security lists.  Learn more about installing Cloud Manager here and how to use it here.

In the previous blog on setting up tenancy, you learned that a Virtual Cloud Network (VCN) and subnets must be created as a prerequisite for PeopleSoft Cloud Manager Image 6. In Oracle...

Cloud Manager

How to Set up OCI Tenancy for PeopleSoft Cloud Manager – Part I

In our previous blog we announced the release of the latest PeopleSoft Cloud Manager Image 6, which includes support for Oracle Cloud Infrastructure (OCI).  Cloud Manager for OCI is designed to work in a simple way.  Let’s try to understand those design aspects that must be considered for your planning. Deploy all instances of a PeopleSoft environment in a single OCI Region.  Cloud Manager can deploy PeopleSoft environments in only one region, the one in which it is running.  When you sign in to Cloud Manager in a browser and access the Cloud Manager Infrastructure Settings page, you see this region listed as “Deployment Region.” When you create or configure an environment template in Cloud Manger, you will see all regions listed, but you must always specify the region chosen as Deployment Region on the Cloud Manager Infrastructure Settings page. Deploy all instances of a PeopleSoft environment in a single Availability Domain (AD) in the chosen Deployment Region.  In environment templates, you can set the AD in which you want to deploy an environment.  All instances are deployed in the chosen AD.  Cloud Manager doesn’t provide the ability to choose different ADs for each instance of the same environment. For example, you will not be able to deploy a Database instance in one AD and middle tier components (Application Server, Process Scheduler, and PIA) or a PeopleSoft Client instance in another AD. Deploy all instances of a PeopleSoft environment in a single compartment.  While defining environment templates you get an option to choose the compartment in which an environment will be deployed.  All instances of an environment will always be deployed in the selected compartment.  You will not be allowed to deploy instances of the same environment across two or more compartments.  For example, you cannot deploy a Database instance in one compartment and middle tier instances or a PeopleSoft Client instance on another compartment.  Deploy the Cloud Manager instance, and all instances of a PeopleSoft environment, on a single VCN that is dedicated for PeopleSoft environments.  The Cloud Manager instance must be deployed in the same VCN as all instances of a PeopleSoft environment.  Under the dedicated VCN, you can create multiple subnets that can be used to isolate individual instances or production and non-production environments. Let’s go through those requirements that satisfy the above mentioned design considerations.  To provision PeopleSoft environments in OCI using Cloud Manager, you’ll need to prepare your tenancy with a few pre-requisite configurations.  Create a compartment When you get access to your OCI tenancy, you’ll have an administrator user only.  You can find an overview about how to set up your tenancy here.  Note. To locate the commands mentioned here, click the Navigation Menu at the top left of the OCI console home page. Let’s start by creating a compartment in which all PeopleSoft environments will be provisioned.  If you want to deploy your development, test or production environments on separate compartments, then create enough compartments for the various environments.  For this blog, let’s assume we have created a compartment and named it nkpsft. Create a cloud user for PeopleSoft Sign in as the administrator user for OCI, and create a user for Cloud Manager with sufficient privileges to create and manage instances, the Virtual Cloud Network and subnets.  This involves multiple steps as outlined below.    First, create a Group for Cloud Manager users; for example, CM-Admin. Next, create a policy, for example CM-Admin-Policy, to grant access to compartment nkpsft to Cloud Manager group. After that, create a user cloudmgr that will be used in Cloud Manager Settings. Finally, add cloudmgr user to CM-Admin group.  With this, we have set up a compartment and a user with admin privileges to create and manage instances on OCI. In our next blog, we’ll talk about the next important pre-requisite – Networking.  Cloud Manager Image 6 on OCI does not enforce a flat networking architecture, as it does in OCI-Classic.  Your network admin can design and lay out the required networking architecture.  You can create your own networking layout and Cloud Manager automation will use it to deploy PeopleSoft environments.  Remember, you’ll be creating networking components in the same compartment that you had created earlier, so that Cloud Manager gets access to it.   

In our previous blog we announced the release of the latest PeopleSoft Cloud Manager Image 6, which includes support for Oracle Cloud Infrastructure (OCI).  Cloud Manager for OCI is designed to work...

PeopleSoft on the Cloud

Initial release of PeopleTools 8.57 will be in the Oracle Cloud

Oracle recently announced in a Tech Update that PeopleTools 8.57 will be generally available to all PeopleSoft customers for use first in the Oracle Cloud.  Shortly after, most likely with the third PeopleTools patch (8.57.03) it will be available for on premises environments. This, understandably, has generated some questions so I thought I take a few minutes to clear things up.  When we talk about running PeopleSoft in the cloud, we are talking about taking one or more of your existing PeopleSoft environments and instead of running them in your data center, they are run on hardware that you subscribe to and manage in the cloud.  In this case, the cloud is Oracle’s Infrastructure as a Service, also called Oracle Cloud Infrastructure (OCI).   When you move one of your environments to the cloud, it’s backed up to files, copied to a cloud repository and provision from the repository.  We call that process ‘Lift and Shift’.  When it’s done, your application with your data, your customizations, and your configurations is running in the cloud.  Even though it’s in the cloud, you are responsible for maintaining it.  What has changed is the infrastructure – servers, storage, network – that the application is running on. Just to be clear, there is no Software-as-a-Services (SaaS) version of PeopleSoft or PeopleTools, nor does Oracle have any plans to release one.   So, thinking it through, the 8.57 release of PeopleTools that we make available in the cloud is exactly the same as the version you will install in your on premises environment.  Why then are we releasing it first in the cloud? There are several reasons, but the most significant is to build awareness of the benefits of running PeopleSoft applications in the Oracle Cloud, and what that can mean to you.  We believe that in the long term, the best way to run PeopleSoft applications is to do so in in the cloud.  To make it even better, one of the major initiatives over the past couple of years is the release of PeopleSoft Cloud Manager.  With Cloud Manager, many of the processes that are time consuming or difficult, particularly around lifecycle management, have been improved or automated.  The PeopleTools upgrade, for instance, is automated.  Just choose one of your application images from your cloud repository and start it with the latest Tools version and the app will be upgraded as part of the provisioning process.  It’s that easy.  And that’s just one example. It’s pretty easy to take advantage of the initial releases of PeopleTools in the cloud.  In fact, as I write this there is a 30 day Trial Program that gives you free credits to try it out.  Be sure to follow the correct OBE when installing.  For more information go to this link or talk to your Oracle Account team.  There is also a PeopleSoft Key Concept page about running Peoplesoft on the Oracle Cloud and PeopleSoft Cloud Manager where you can get more information.  It only takes a small investment to try this out, and it could lead to major improvements in how you manage your applications.

Oracle recently announced in a Tech Update that PeopleTools 8.57 will be generally available to all PeopleSoft customers for use first in the Oracle Cloud.  Shortly after, most likely with the...

Cloud Manager

Announcing PeopleSoft Cloud Manager Support for Oracle Cloud Infrastructure

Oracle released PeopleSoft Cloud Manager in 2017 featuring in-depth automation to help accelerate adoption of Oracle Cloud (Classic) as an efficient deployment platform for PeopleSoft customers. With the excitement generated around Oracle Cloud Infrastructure (OCI)--a cloud designed for the enterprise customer--several customers and partners have been looking forward to taking advantage of the enhanced OCI with PeopleSoft Cloud Manager.  Oracle is pleased to announce Cloud Manager’s support for OCI beginning with today’s release of PeopleSoft Cloud Manager Version 6. So, what is new and exciting in PeopleSoft Cloud Manager Version 6?  For the first time, there are two images provided: one for OCI, and the other for OCI Classic.  The Cloud Manager Image 6 for OCI supports a number of OCI features, including Regions, Virtual Cloud Networks, Subnets, Compute and DB System platforms.  With this image, instances will be provisioned on VM shapes.  Customers can lift and shift PeopleSoft environments from on-premises to OCI using the same approach they used OCI Classic. For PeopleSoft Cloud Manager for OCI Classic, we have enabled support for the lift and shift of on-premises databases encrypted with Oracle Transparent Data Encryption (TDE).  TDE offers another level of data security that customers are looking for as data is migrated to the cloud.  A ‘Clone to template’ option is also available for encrypted databases.  The lift utility requires a few parameters for TDE so that the encrypted database may be packaged and lifted to the cloud. During shift process, the same parameters are required to deploy the lifted database. Customers have also requested an enhancement to support non-Unicode databases for PeopleSoft environments.  PeopleSoft Cloud Manager Version 6 supports lift and shift of environments that use non-Unicode Databases.  Unlike image 5, a conversion of the on-premises database to Unicode is no longer required prior to using Cloud Manager’s Lift and Shift automation. To get your hands on the new Cloud Manager images, go to the Oracle Marketplace and look for either the OCI-Classic image or the OCI image…or try both!   Be sure to review the documentation and additional important information mentioned in the Marketplace listings. We are excited to combine the automation of provisioning and maintenance that PeopleSoft Cloud Manager provides with the robust benefits of Oracle Cloud Infrastructure.  Combining support for OCI with the additional features of non-Unicode databases and TDE encrypted databases, we expect all customers to benefit from the latest Cloud Manager image, using whichever Oracle Cloud is right for you.  Stay tuned for additional information and more Cloud Manager features.  Now, off to the next image!  

Oracle released PeopleSoft Cloud Manager in 2017 featuring in-depth automation to help accelerate adoption of Oracle Cloud (Classic) as an efficient deployment platform for PeopleSoft customers. With...

What is the Status of the PeopleSoft Interaction Hub?

As many of you may have heard, PeopleSoft has moved several functional capabilities from the PeopleSoft Interaction Hub (formerly the PeopleSoft Portal) to PeopleTools.  Why did we do this?  We wanted to make clustering available to many more customers.  Clustering enables two or more PeopleSoft applications to behave like a seamless system without noticeable boundaries between applications.  We did a webinar on this subject recently.  Clustering formerly required the Interaction Hub, but now when you move to PeopleTools 8.56, you can achieve clustering without the Hub.  There are many customers that could benefit from clustering their PeopleSoft applications, but don’t want the overhead, system complexity, or additional expense of deploying the Hub.  Some simply don’t want to deploy a web site. That’s great, but what does that mean for customers who have the Hub?  First of all, nothing is taken away.  If you have deployed the Hub and are successful and your users are happy, you can continue to use it.  We will continue to support it.   Customers that still want to deploy a PeopleSoft–centric web site experience for their users may want to continue to use the Hub.  You can also use the Hub with PeopleSoft Fluid applications.  In fact, if you are using the Hub you should be deploying Fluid applications with it. Our focus on Fluid as the current and future PeopleSoft user interface, means, however, that we don’t have plans to enhance the Interaction Hub further.  Enhancements to clustering and common capabilities used across applications will be made directly in PeopleTools so all customers can benefit from them.

As many of you may have heard, PeopleSoft has moved several functional capabilities from the PeopleSoft Interaction Hub (formerly the PeopleSoft Portal) to PeopleTools.  Why did we do this?  We wanted...

Search

Elasticsearch the Only Search Engine Supported for PeopleSoft as of May 1st

As has been mentioned in earlier blog posts, Oracle's Secure Enterprise Search (SES) will no longer be an option with PeopleSoft.  As of  May 1, 2018, Elasticsearch is the only search engine supported for PeopleSoft 9.2 applications and it is the only search engine that can be used with PeopleTools 8.56. No new instances of Oracle Secure Enterprise Search should be deployed as the search engine with the PeopleSoft Search Framework.  Starting May 1, 2018, Oracle will provide sustaining support for SES as the search engine for PeopleSoft, which includes access to Oracle support analysts, previously delivered updates and published knowledge articles, but does not include any new CPUs, patches or certifications. Oracle recommends that customers move to Elasticsearch as soon as possible. Customers on PeopleTools 8.55 still using SES can migrate to Elasticsearch without downtime using the Live Cutover Functionality delivered by PeopleSoft Search Framework. Oracle/PeopleSoft provides a wealth of information on deploying Elasticsearch with PeopleSoft.  A good place to start is the Search Concepts page on peoplesoftinfo.com.  That page contains useful information and links to other valuable content like the Elasticsearch page on My Oracle Support. In addition, Oracle/PeopleSoft continues to enhance our Search capabilities with the Elastic products and our PeopleSoft Search Framework.  Look for updates in the near future.

As has been mentioned in earlier blog posts, Oracle's Secure Enterprise Search (SES) will no longer be an option with PeopleSoft.  As of  May 1, 2018, Elasticsearch is the only search engine supported...

Search

Time to Move to Elasticsearch with PeopleSoft

Oracle/PeopleSoft made Elasticsearch our new search engine as of PeopleTools 8.55.11, which was released in November 2016.  At that time, we announced that Oracle's Secure Enterprise Search would no longer be supported as of April 2018.  That date is rapidly approaching. Oracle recommends that customers move to Elasticsearch as soon as possible.  Do not deploy new instances of Oracle Secure Enterprise Search (SES) as the search engine with the PeopleSoft Search Framework. Elasticsearch is the only search engine supported in PeopleTools 8.56.  In fact, SES will reach end of life as of January 31, 2018.  At that date, no new patches, certifications, or security vulnerability (SV) fixes will be available.  As of April 30, 2018, support for SES as the search engine for PeopleSoft Search Framework will also no longer include new patches or fixes.  After April 30, 2018, Oracle will continue to provide sustaining support for SES as the search engine for PeopleSoft Search Framework on a best-effort basis, but the support will not include any patches or new fixes.  In addition, support for Verity also ends on April 30th 2018. For more information on deploying Elasticsearch with PeopleSoft, see the Search Concepts page on peoplesoftinfo.com.  That page contains useful information and links to other valuable content like the Elasticsearch page on My Oracle Support.  There is also information on transitioning to Elasticsearch from SES.

Oracle/PeopleSoft made Elasticsearch our new search engine as of PeopleTools 8.55.11, which was released in November 2016.  At that time, we announced that Oracle's Secure Enterprise Search would no...

Events

You Don't Want to Miss This Event

If you are a PeopleSoft customer you probably haven't seen this:.  https://blogs.oracle.com/ebsandoraclecloud/replatforming-your-oracle-applications-to-oracle-cloud-infrastructure:-forthcoming-regional-events After all, not many of us on the PeopleTools side monitor the EBS Blog!  But in this case, it's worth a look.  What will it tell you?  PeopleTools is going on the road to talk about running your PeopleSoft applications in the cloud.  What does it mean to run your PeopleSoft applications in the cloud?  It means you take your own version of PeopleSoft and run it on Infrastructure as a Service (IaaS) and Platform as a Service (PaaS) technology provided from the Oracle Cloud Infrastructure.  While that might sound like a lot of work, it's actually made easy by using a product PeopleTools delivers called PeopleSoft Cloud Manager.  You can learn more about that product on the PeopleSoft Information Portal at www.peoplesoftinfo.com:  Who should attend this event?  Anyone that is interested in: Learning more about the Oracle Infrastructure and Platform clouds Discovering how to reduce the cost of running PeopleSoft applications Learning more about PeopleSoft Cloud Manager Sitting in on a Q&A session with PeopleTools product strategy (yes, we'll even answer questions about Classic Plus!) A free lunch Go to the link above for more information on the cities, event details and links for registration.  The events we've done so far have been a great success.  Hope to see you there -  

If you are a PeopleSoft customer you probably haven't seen this:.  https://blogs.oracle.com/ebsandoraclecloud/replatforming-your-oracle-applications-to-oracle-cloud-infrastructure:-forthcoming-regional-...

PeopleTools

PeopleTools CPU Analysis

Updated for October 2017 CPU. Questions often arise on the PeopleTools versions for which Critical Patch Updates have been published, or if a particular PeopleTools version is supported.    The table in the Attached Page shows the patch number matrix for PeopleTools versions associated with a particular CPU publication. This information will help you decide which CPU to apply and when to consider upgrading to a more current release.   The link in "CPU Date" goes to the landing page for CPU advisories, the link in the individual date, e.g. Apr-10, goes to the advisory for that date.   The page also shows the CVE's addressed in the CPU, a synopsis of the issue and the Common Vulnerability Scoring System (CVSS) value.  Introduced in the April 2016 CPU, CVSS 3.0 is being used from this CPU going forward.  For more information on how CVSS 3.0 is calculated, Risk Matrix Glossary – Terms and Definitions for Critical Patch Update Risk Matrices http://www.oracle.com/technetwork/topics/security/advisorymatrixglossary-101807.html CVSS Version 3.0 Announced: https://blogs.oracle.com/security/entry/cvss_version_3_0_announced   To find more details on any CVE, simply replace the CVE number in the sample URL below.: http://www.cvedetails.com/cve/CVE-2010-2377   Common Vulnerability Scoring System Version 3 Calculator: https://www.first.org/cvss/specification-document   This page shows the components of the CVSS score   If you are considering creating a response policy, this page provide a good sample template: http://www.first.org/_assets/cvss/cvss-based-patch-policy.pdf. Note this is a useful template. All the details in this page are available on My Oracle Support and public sites. Please NOTE: The RED column in the Attached Page indicates the last patch for any PeopleTools version and effectively the last support date for that version.   Applications Unlimited support does NOT apply to PeopleTools versions.

Updated for October 2017 CPU. Questions often arise on the PeopleTools versions for which Critical Patch Updates have been published, or if a particular PeopleTools version is supported.    The...

Events

Oracle Open World is Just Around the Corner

Open World is Oracle's biggest event of the year, and PeopleSoft is well represented again this year.  We will be presenting over 75 sessions including keynotes and general sessions provided by PeopleSoft Executives and leaders, as well as informative sessions presented by our applications and technology teams.  In addition, our partners and customers will be telling their success stories, so you can learn a lot from them.  Take a look at this video to learn more about the PeopleSoft agenda at Open World. We also have a mobile-friendly web site that will keep you informed about sessions, schedules, and events at Open World.  This site is all about PeopleSoft at Open World, so it will help during the conference with planning, locating sessions of interest, and other useful information.  It provides information that will be updated before and throughout the conference and contains things like Key Sessions, Speaker Spotlights, and other resources like Focus On documents.  The site will be live on September 18th. Our technology sessions will cover many important topics including the following: PeopleSoft Technology Road Map Elasticsearch with PeopleSoft PeopleSoft deployed on the Cloud Deploying the Fluid UI Selective Adoption and Life Cycle Reporting and Analytics Platforms and infrastructure Security, on premise and in the cloud We are bringing back the popular PeopleTools panel discussion in which you can ask questions of our technology management team.  There is also something new this year: a 'brain snack' session in which you can engage with Oracle/PeopleSoft people as well as other customers and partners in free form conversations about any topic that is meaningful to you.  This also enables you to make connections with your peers and share valuable insights. We hope many of you will be attending, and we look forward to seeing you at the conference.

Open World is Oracle's biggest event of the year, and PeopleSoft is well represented again this year.  We will be presenting over 75 sessions including keynotes and general sessions provided by...

Announcing the PeopleSoft Innovator Awards

We have been getting some great feedback from customers and partners on our major PeopleSoft endeavors.  Customers are doing some progressive and innovative things and realizing  benefits from the latest features and advances in PeopleTools, Enterprise Components, and PeopleSoft applications. It’s rewarding to hear such feedback, and to talk with customers that are seeing positive results with today’s PeopleSoft.  We want to recognize your achievements, so we've created the brand new PeopleSoft Innovator Awards. What are you doing with today’s powerful, modern, intuitive PeopleSoft?  You are a PeopleSoft Innovator if you are... Deploying the Fluid UI Using Simplified Analytics Using Elasticsearch Deploying new features through Selective Adoption Rolling out new products Eliminating customizations Using personalization and configuration tools Running PeopleSoft on the Oracle Cloud Using Cloud Manager Using PeopleSoft Update Manager analytics Changing your approach to testing And many, many more! Nominate yourself or someone you know today!  Partners, nominate your customers.  You’ve earned it, and the rest of the PeopleSoft community wants to hear what you’ve done.  PeopleSoft Innovators will be announced at Oracle OpenWorld, invited to a special PeopleSoft Innovators event at OpenWorld, receive an award, and more. This is a pretty incredible time to be a PeopleSoft customer.  We want to hear your story.  Take a moment to share it today!

We have been getting some great feedback from customers and partners on our major PeopleSoft endeavors.  Customers are doing some progressive and innovative things and realizing  benefits from the...

Cloud Manager

Oracle Releases PeopleSoft Cloud Manager Image 04

PeopleSoft Cloud Manager Image 04 is now available in Oracle Cloud Marketplace.  This new version brings in a number of new enhancements and fixes that customers were asking for.  We’re listening to feedback and working hard to incorporate your ideas into the product as quickly as possible. Here are some of the new features to try out in image 04.  Many thanks to Nagendra Krishnappa for putting this together. Multiple Middle-Tier Provisioning The prior images of Cloud Manager had a limitation on the number of middle-tiers that could be provisioned.  With this new image, you can create multiple middle-tiers and connect them all to the same database. In the topology definition, you can now add multiple middle-tier nodes for a topology.  When you add/use this topology in a template, you can configure attributes for each middle-tier individually. Elastic Search deployment and Configuration In image 03, Cloud Manager was deploying the Elastic Search server, but users had to manually configure and integrate it with the environment.  In image 04, Cloud Manager can now automatically integrate the Elastic Search server - one less administrative task for you.  Support Lift of Campus Solutions On-Premise Environments If you are using Campus Solutions, we now have the capability to migrate (“Lift and Shift”) your on-premise environment to Oracle Cloud.  Cloud Manager’s “Lift” utility will pack up your on-premise environment and “Shift” it to Oracle Cloud automatically.  Configurable Persistent Boot Volume for Deployed Instances  Boot volumes of PeopleSoft VMs were not configurable, thereby limiting the size of boot volumes to a standard image size.  You can now modify this setting to specify the larger sizes that you may need. Security Updates In this release we are delivering additional protection for data exposed in log files. We are also delivering improved secure network access rules for all provisioned environments. Bug Fixes Improvements and fixes in areas of DBCS provisioning and environment management were addressed in this image.  New Oracle Linux image for Cloud Manager Along with the latest Cloud Manager image, we now have a reference Oracle Linux image to get you started quickly.  You can find it in Marketplace: PeopleSoft Linux Image for Cloud Manager.  Configure this image as the Linux image in Cloud Manager Settings and it will be used for all instance provisioning.   You may also create your own custom image starting with Cloud Manager image 04.  To do that, first deploy an instance of the reference Oracle Linux image.  Next, connect to it and install/upgrade required packages, modify kernel parameters and customize configurations to suit your needs.  When you are done with customizations, create a new image from it and use it with Cloud Manager.  You can find more details about creating a custom Linux image for PeopleSoft Cloud Manager in the Creating a Custom Linux Image for PeopleSoft Cloud Manager tutorial. Go ahead and enjoy the latest image, and continue to let us know what additional capabilities you would like to have in Cloud Manager!  

PeopleSoft Cloud Manager Image 04 is now available in Oracle Cloud Marketplace.  This new version brings in a number of new enhancements and fixes that customers were asking for.  We’re listening to...

PeopleTools

PeopleTools 8.56 is Now Available

Great news from PeopleSoft!  We are happy to announce that PeopleTools 8.56 is now generally available for install and upgrade.  As is the case with all major PeopleTools releases, it's loaded with new features.  In this release you will find: Ability to have a common look to the user interface in each application, regardless of the underlying Fluid or Classic technology An open source search technology with proven success, that will be easier to install and manage Lifecycle management process that lets change be selected directly from analytics Ability to create test scripts that use queries to provide test data More platform support for the PeopleSoft Deployment Framework And it’s easier than ever to lift and run your PeopleSoft applications in the Oracle Cloud Of course there’s more.  Where can you go to get all the details on 8.56?  The first place to start is always the PeopleSoft Information Portal, www.peoplesoftinfo.com.    Once there, select the PeopleTools tab.  There’s a great informational video that runs about ½ hour in length covering some of the new features.  For a bit more detail, check out PeopleTools section in the Cumulative Feature Overview tool (also linked to from the PeopleSoft Information Portal) or PeopleBooks online help.  To make it easy to find everything, here’s all the links: PeopleTools 8.56 Highlights Video: https://youtu.be/UHwQzRHRMwA·      PeopleTools 8.56 New Features Overview: https://support.oracle.com/epmos/faces/DocumentDisplay?id=2267247.1 PeopleTools 8.56 Home Page (includes Install): https://support.oracle.com/epmos/faces/DocumentDisplay?id=2259140.2·       PeopleTools 8.56 Upgrade: https://support.oracle.com/epmos/faces/DocumentDisplay?id= 2270700.1 PeopleTools 8.56 Install: (tab on the PeopleTools 8.56 Home Page) https://support.oracle.com/epmos/faces/DocumentDisplay?id=2259140.2 PeopleTools Patches Home Page: https://support.oracle.com/epmos/faces/DocumentDisplay?id=2062712.2 PeopleTools 8.56 Online Help: http://docs.oracle.com/cd/E87544_01/pt856pbr1/eng/pt/index.html      Elasticsearch Home Page. https://support.oracle.com/epmos/faces/DocumentDisplay?id=2205540.2 Even though this is the first major PeopleTools release since 8.55 in Dec. 2015, you've already seen some of the new features we've been working on.  Selective Adoption lets us release new Enterprise Components like Approval Page Composer, Form Builder and Page and Field Configurator in PUM Images.  We made Elasticsearch available in PeopleTools 8.55, and of course there’s PeopleSoft Cloud Manager, the application available on the Oracle Cloud Marketplace that helps you run PeopleSoft Application on the Oracle Cloud.  Information on all of these features can be found in the PeopleSoft Information Portal. PeopleTools 8.56 is a major release for PeopleSoft that we are sure will be beneficial.  Remember to keep up to date with the PeopleTools direction by visiting Planned Features and Enhancement page (https://support.oracle.com/epmos/faces/DocumentDisplay?id=1966243.2) on Oracle Support and we look forward to hearing your ideas about how we can improve PeopleTools by posting them on Idea Space (https://community.oracle.com/community/support/peoplesoft).

Great news from PeopleSoft!  We are happy to announce that PeopleTools 8.56 is now generally available for install and upgrade.  As is the case with all major PeopleTools releases, it's loaded with...

Search

More Resources for Elasticsearch with PeopleSoft

There are some new resources available to help with your deployment of Elasticsearch with PeopleSoft.  First, there is a new paper that provides guidance on working with Elasticsearch clusters.  This paper describes setting up clusters during installation, adding and removing nodes, administration of the cluster, starting and stopping clusters and nodes, and managing large indexes.  The Cluster paper is available on the Elasticsearch Home Page on MyOracleSupport.  This paper applies to the PeopleTools release 8.55.11 or later patches.  When PeopleTools 8.56 is released, this cluster information will be included in the 8.56 PeopleBooks. Two new Spotlight Series videos on Elasticsearch have also been posted.  They are part of a series that began with the Elasticsearch Strategies video, which provides an overview of the process of deploying Elasticsearch with PeopleSoft.  These latest videos cover two important topics: Deploying Elasticsearch--Provides greater detail on the deployment process, particularly for customers that haven't deployed Oracle's Secure Enterprise Search and are not familiar with the PeopleSoft Search Framework. Moving from SES to Elasticsearch--Provides detail on deploying Elasticsearch for customers that have deployed Secure Enterprise Search and the the PeopleSoft Search Framework. Keep your eye on the Search Concepts Page on peoplesoftinfo.com for updates to Search technology with PeopleSoft.

There are some new resources available to help with your deployment of Elasticsearch with PeopleSoft.  First, there is a new paper that provides guidance on working with Elasticsearch clusters.  This...

Events

Come See Us at the Collaborate Conference

The Collaborate conference, hosted by a consortium of Oracle user groups (Quest, IOUG and OAUG), is being held April 2-6 in Las Vegas, NV.  This conference covers a broad spectrum of Oracle applications and technology, and PeopleSoft is well represented.  Quest has a web page focused on PeopleSoft at Collaborate that you will find useful.  It will help in planning for your PeopleSoft-related activities.  It highlights keynotes, important sessions and topics, educational opportunities, and workshops.  In short, it's a great tool for planning your complete conference agenda. As the name of the conference implies, this is a great opportunity to collaborate with Oracle staff, fellow PeopleSoft customers, and partners.  You can also see PeopleSoft at the Oracle demo pods while visiting the Exhibit floor.   The PeopleTools and PeopleSoft Technology area is offering many interesting and valuable sessions.  Here are some topics/sessions you should consider: General PeopleSoft Technology Road Map PeopleTools Panel Discussion Transitioning to Elasticsearch with PeopleSoft Cloud Deploying PeopleSoft in the Oracle Cloud PeopleSoft Cloud Architecture and Cloud Manager User Interface Adopting the PeopleSoft Fluid User Interface Simplified Analytics Page Composer/Approvals Security PeopleSoft Security in the Cloud This is just a sampling.  There are many wonderful sessions being offered by customers, partners, and the PeopleSoft applications teams.  Again, check www.peoplesoftcollaborate.com  and learn about everything PeopleSoft at the Collaborate conference.

The Collaborate conference, hosted by a consortium of Oracle user groups (Quest, IOUG and OAUG), is being held April 2-6 in Las Vegas, NV.  This conference covers a broad spectrum of...

Cloud Manager

PeopleSoft Cloud Manager - Now Available

We’ve been talking about running PeopleSoft Applications on the Oracle Compute Cloud ever since the release of PeopleTools 8.55.  In release 8.55, we changed the way PeopleSoft is packaged and installed, using automated scripts for deployment and configuration. We call that the PeopleSoft Cloud Architecture.  Today, we make it even easier by automating processes like moving on premise environments to the cloud, provisioning of environments, defining topologies, cloning environments and maintaining application instances.  You could do these manually but that takes a lot of time and resources.  Now they are all automated by PeopleSoft Cloud Manager. What are the basics? This is not PeopleSoft running as a SaaS application.  There, got that out of the way.  This is you, moving your PeopleSoft Application from on premise to the Oracle Compute Cloud Service (also referred to as Oracle’s Infrastructure as a Service (IaaS)).  You move the database, application tier, web tier, app sources, tools source, everything that makes up a PeopleSoft application and place it in the cloud.  You can do this for any of your instances, demo, dev, test, training, regression, sandbox, conference room pilot, and even production. Take it one step further, and you can put your database on the Database Cloud Service and let Oracle manage patching the database for you.  This is your application with your configurations, your customizations, your security profiles, and your data, and it’s running on the Oracle Cloud.   PeopleSoft Cloud Manager PeopleSoft Cloud Manager helps you run PeopleSoft Applications on the Oracle Compute Cloud.  You’ll find it on the Oracle Marketplace and it’s free of charge.  Just load it on to your Oracle Compute Cloud and start running. First thing you’ll want to do is get an environment.  That’s what ‘Lift and Shift’ is for.  'Lift and Shift' packages up your on premise environment and copies it to the Cloud.  Once there, define a topology to identify all the resources your application will use, and automatically deploy it.  From on premise to the cloud, fully automated, in a very short time. You don’t have to move all your PeopleSoft environments to the cloud.  Think of this as an extension of your data center.   Once you’ve got PeopleSoft Applications running on the Cloud, PeopleSoft Cloud Manager gives you a great collection of utilities and administrative features to manage them.  You can start and stop them (of course!).  If you don’t want one anymore, you can delete it.  If you want another copy of an environment, you can clone it.  And of course, none of this is worthwhile unless you can maintain them.  Simply subscribe to application and tools changes, and anytime PeopleSoft publishes a changed (PRP, PUM image, PeopleTools patch, PeopleTools release), it is automatically copied to your Cloud File Repository and ready to be applied.  No more poking around My Oracle Support waiting for changes to be posted!   If you’ve been thinking about moving some of your PeopleSoft operations to the cloud, you’ll want more information about Cloud Manager.  Of course, all of that can be found on the PeopleSoft Information Portal.  For more information about using the Oracle Compute Cloud and Database Cloud Services, talk to your Oracle Technology Sales Representative.

We’ve been talking about running PeopleSoft Applications on the Oracle Compute Cloud ever since the release of PeopleTools 8.55.  In release 8.55, we changed the way PeopleSoft is packaged andinstalled...

Search

Interaction Hub Image 3 Now Available

The latest image (Image 3) of the Interaction Hub is now available on My Oracle Support--PeopleSoft Update Manager Home Page.  To get the image, go to the PeopleSoft Update Images tab, then choose the Interaction Hub Update Images page. This image contains a couple of beneficial features: Uptake of Elasticsearch    Elasticsearch is the new search engine used with PeopleSoft.  It provides many benefits over previous implementations of search technology.  When Search is used with the Interaction Hub, you can have federated searching across all PeopleSoft applications including the Hub.  This means that when you run a search, you can retrieve results from all content sources.  Learn more about Elasticsearch with PeopleSoft from our Key Concepts page on Search. Fluid Related Information for Content Management    This is functionally similar to Classic content management in Related Content.  There are three main aspects to this feature:  1) It enables users view all sorts of content from conventional articles, to videos or documents.  2) It provides a setup page for administrators to assign or update content, including context-specific content.  3) Enables administrators with extra privileges to create or update content management assignments, specify a role that can serve as content administrator, mark content as context sensitive, and turn on or off online content update capability.  Such managed content can be included in the Related Information from or in a page as embedded Related Information.  See PeopleBooks guidance on Related Information. Information on features coming in future images will soon be posted on the Interaction Hub page on peoplesoftinfo.com.  

The latest image (Image 3) of the Interaction Hub is now available on My Oracle Support--PeopleSoft Update Manager Home Page.  To get the image, go to the PeopleSoft Update Images tab, then choose the...

Security

PeopleTools CPU analysis and supported versions of PeopleTools (update for Jan 2017 CPU)

Questions often arise on the PeopleTools versions for whichCritical Patch Updates have been published, or if a particular PeopleToolsversion is supported.  The table in the attached page shows the patch number matrix for PeopleToolsversions associated with a particular CPU publication. This information will help you decide which CPU to apply and when to consider upgrading to a more current release. The link in "CPU Date" goes to the landing page forCPU advisories, the link in the individual date, e.g. Apr-10, goes to theadvisory for that date. The page also shows the CVE's addressed in the CPU, a synopsisof the issue and the Common Vulnerability Scoring System (CVSS) value.  Introduced in the April 2016 CPU, CVSS 3.0 is being used from this CPU going forward.  For more information on how CVSS 3.0 is calculated, Risk Matrix Glossary – Terms and Definitions for Critical Patch Update Risk Matrices http://www.oracle.com/technetwork/topics/security/advisorymatrixglossary-101807.html CVSS Version 3.0 Announced: https://blogs.oracle.com/security/entry/cvss_version_3_0_announced To find more details on any CVE, simply replace the CVE numberin the sample URL below.: http://www.cvedetails.com/cve/CVE-2010-2377 Common Vulnerability Scoring System Version 3 Calculator: https://www.first.org/cvss/specification-document This page shows the components of the CVSS score If you are considering creating a response policy, this page provide a good sample template: http://www.first.org/_assets/cvss/cvss-based-patch-policy.pdf. Note this is a useful template. All the details in this page are available on My Oracle Support and public sites. Please NOTE: The RED column in the Attached Page indicates the last patch for any PeopleToolsversion and effectively the last support date for that version. Applications Unlimited support does NOT apply to PeopleToolsversions. .

Questions often arise on the PeopleTools versions for which Critical Patch Updates have been published, or if a particular PeopleTools version is supported.  The table in the attached page shows the...

Events

PeopleSoft at Collaborate 2017

We have a nice slate of sessions planned for the Collaborate conference, which takes place from April 2nd-6th in Las Vegas.  This valuable conference is hosted by Quest, the Oracle user group.  Quest has posted a  PeopleSoft page for the conference, so if you are focused on PeopleSoft, this makes it easier to review the content and choose your agenda. Registration is open now, and you can save by registering before February 16th. The PeopleTools team will provide several sessions focused on our three main subjects: Fluid User Interface Life-cycle, including Selective Adoption and PeopleSoft Test Framework Cloud deployment for PeopleSoft We'll also be covering important subjects like security, Elasticsearch, and platforms, and we'll also be doing the ever-popular PeopleTools panel session, where you have the opportunity to ask us any questions you want regarding PeopleSoft Technology. Of course our applications teams, partners, and customers are presenting many interesting sessions too.  Visit the PeopleSoft page for the conference and go to the Key Topics section.  This makes it easy to discover sessions by topic and focus your selections on the subjects of interest to you.  Hope to see you there!  

We have a nice slate of sessions planned for the Collaborate conference, which takes place from April 2nd-6th in Las Vegas.  This valuable conference is hosted by Quest, the Oracle user group.  Quest...

User Interface and Fluid

Useful Guidelines for Designing and Developing in Fluid

So you've started adopting PeopleSoft's Fluid User Interface to provide a better experience and mobility for your user communities.  Great!  For those of you that are taking an extra step and are doing some of your own development in Fluid, we offer some guidelines to help with your development efforts.  These docs will help you create home pages, components, and navigation flows that are consistent with those delivered by PeopleSoft's application development teams.  There is a compendium article on My Oracle Support that provides links to several useful guides:  FLUID UI: PeopleSoft Fluid User Interface Supplemental Documentation (Doc ID 1909955.1) Here are some of the guides you'll find on this page: Cascading Style Sheet Guide for PeopleSoft Fluid:  Contains descriptions of delivered CSS styles. Using this information will be helpful for creating custom fluid applications as well as extending current CSS features delivered in your PeopleSoft applications. Pivot Grid Security:  Provides information about security for Real-time Component Search in the PeopleSoft Fluid User Interface mode. PeopleSoft Fluid User Interface Programming Fundamentals:  Covers advanced topics related to creating fluid applications. Converting Classic Components to PeopleSoft Fluid User Interface:  Provides descriptions of the steps involved in a sample scenario of converting a classic page to a fluid page, helping to illustrate the concepts of fluid development. Fluid User Interface and Navigation Standards:  A set of guidelines and standards for applying the recommended techniques of fluid application development. In addition, there is a great Fluid User Interface Design Standards document available here. If you want to insure that your applications perform optimally, check out this red paper on performance for Fluid. Of course there is a lot of good information in PeopleBooks too, but these resources go further.  

So you've started adopting PeopleSoft's Fluid User Interface to provide a better experience and mobility for your user communities.  Great!  For those of you that are taking an extra step and are...

PeopleTools

Page Composer for PeopleSoft Fluid Approvals

There is new technology available from PeopleSoft that makes it very easy to configure Fluid Approvals. It’s called Enterprise Common Components Page Composer or often referred to as just Page Composer. With Page Composer, administrators can modify the contents, layout and format of Fluid Approval Pages without having to customize the underlying PeopleTools managed objects (pages and records). Fluid Approvals are often one of the first product areas that many of you distribute to users to use on mobile devices. They are also an area of the product that each organization likes to tweak to meet their needs. Previous versions of mobile-ready approvals were built with IScripts and Mobile Application Platform (MAP), so customizing the UI was difficult and required developers. Now with Page Composer, changes are made using a simple drag-drop UI that doesn’t require complex programming. The beauty of the Page Composer architecture makes it so that no PeopleSoft page is modified or customized, and the changes take effect immediately.  That means the change does not need to be managed when updating underlying PeopleSoft objects and code.  In Fluid Approvals, each approval type and device size has its own composition (page layout) providing full flexibility to customers when deciding what data to display. It’s important to point out that in order to use Page Composer, you must use the new Fluid Approvals that are built for use with Page Composer.  Application teams will make the first set of approvals available in the following PeopleSoft Update Images, FSCM image 20, HCM image 20, CRM image 12 and ELM image 15. It’s also important to mention that Page Composer only supports Fluid Approvals and is not something that can be used with any Fluid page. We’ll let you know if that changes. You can read more about Page Composer in the Tech Update found on MOS Note 764222.1.

There is new technology available from PeopleSoft that makes it very easy to configure Fluid Approvals. It’s called Enterprise CommonComponents Page Composer or often referred to as just...

Search

Elasticsearch for PeopleSoft Now Available!

We’ve been announcing for some time that Elasticsearch would be available for PeopleSoft, and that day has come!  Customers can now download a DPK from My Oracle Support and install and configure Elasticsearch for their PeopleSoft systems.  Elasticsearch is available for the PeopleTools 8.55.11 patch, and customers must be on PeopleTools 8.55.11 or higher to use Elasticsearch.  You can get the DPK from the PeopleTools Maintenance Page on MOS.  Elasticsearch DPKs are available for Linux and Windows. There is also documentation to help with installation, deployment, and maintenance.  Visit the Elasticsearch Documentation Home Page on My Oracle Support.  If you are currently using Secure Enterprise Search (SES), we cover how to transition from SES to Elasticsearch.  If you are not using SES, we cover how to do a fresh install of Elasticsearch.  In the near future we will provide additional resources including Oracle University Training, a Spotlight Series video, and more.  Our Cumulative Feature Overview tool has been updated with Elasticsearch content. All of our testing indicates that Elasticsearch will be significantly easier to install and maintain and will perform much better than SES both for indexing and results retrieval.  With this big improvement, we hope customers will take advantage of Elasticsearch and make searching an important part of their user experience.  Search can be especially valuable with the Fluid User Experience because the Fluid header—which includes the Search widget—is always available, so users will be able to initiate a search from any context and at any point of their process. Note that Oracle Secure Enterprise Search (SES) will be supported until April 30, 2018, eighteen months after Elasticsearch is delivered in PeopleTools 8.55.11.  

We’ve been announcing for some time that Elasticsearch would be available for PeopleSoft, and that day has come!  Customers can now download a DPK from My Oracle Support and install and...

Events

Come See Us at Open World

Oracle's Open World conference is just around the corner (September 18-22).  PeopleSoft always has a significant presence at Open World, and this year we have lots of great sessions and exciting new things to announce.  If you are interested in PeopleSoft technology and how PeopleTools and related technology can provide value to your PeopleSoft ecosystem, consider attending some of these sessions.  Our general sessions and keynotes are popular every year.  This year, Paco Aubrejuan PeopleSoft's Senior Vice President will give you an overview of all things PeopleSoft including how you can deploy PeopleSoft in the Cloud to achieve cost savings and business agility, while preserving your investment in PeopleSoft.  Jeff Robbins will once again be presenting the PeopleSoft Technology Roadmap, where you can learn how we increase the value of PeopleSoft applications with important technology innovations.  With all the talk about the Cloud these days, customers may not know about their options with PeopleSoft in the cloud.  To address that, we have several sessions dedicated to learning about PeopleSoft Cloud deployment.  Jeff Robbins will teach you how to use Oracle Cloud to efficiently manage Oracle’s PeopleSoft infrastructure. Whether it is development, test, training, demo, or production environments.  Biju Narayanan and Mark Hoernemann will tell you about the PeopleSoft Cloud Architecture and Deployment Framework as well as PeopleSoft’s upcoming Cloud Manager.  This new application can help customers and partners achieve higher service levels and greater automation in managing their PeopleSoft environments deployed to the Oracle Cloud.  Ravi Shankar will inform attendees about Oracle Managed Cloud Services and how they can help you manage Oracle’s PeopleSoft applications deployed on Oracle Cloud.  Mark Hoernemann will present the Platform and Infrastructure Overview, which provides the information you need to plan your PeopleSoft environments.  Learn all about PeopleSoft's Fluid User Interface in several OpenWorld sessions.  Dave Bain will cover how to extend your Fluid applications.  Dave will also present with a customer who has deployed Oracle Fluid User Interface. You will learn about the customer’s experiences and discover what to do to prepare, deploy, and deliver PeopleSoft Fluid–based applications.  Matthew Haavisto and Pramod Agrawal will show you some simple configuration techniques that can enrich the Fluid content delivered by our Applications teams.  You will also hear from several of our customers, who will relate their experiences adopting Fluid.  Matthew and Ramasimha Rangaraju will also talk about PeopleSoft's move to use Elastic Search.  With Search becoming such an important part of the user experience, learn what the transition to Elastic means for you. Security is always an important topic.  Greg Kelly will describe how to secure your PeopleSoft environments when deployed in the Cloud. In Greg's session you'll find out how to achieve the same levels of security and governance as you do on premise. Greg will also show you how to take advantage of the latest PeopleTools security features to protect against both internal and external threats to your systems and data.  PeopleSoft has made some important advancements in Reporting and Analytics.  Matthew Haavisto and Jody Schnell offer a roadmap on PeopleSoft's rich set of tools for reporting and analytics, which are focused on enabling the end user to be more productive than ever.  With so many new things happening in PeopleSoft, how does one learn about them after Open World?  In a live PeopleSoft Talk session, Greg Parikh discusses the many information sources Oracle offers for PeopleSoft, from videos and planning tools to concept portal pages and blogs. You will understand what resources exist, where to find them, and what to use them for. Customers and Partners are also presenting many important and interesting sessions.  They cover everything from Selective Adoption and PeopleSoft's new life-cycle and delivery model, successful adoption of the Fluid UI, rapid deployment in the Cloud.  We're offering several panel sessions featuring customers, partners, and Oracle staff.  In these lively sessions we'll also be talking about Selective Adoption and the new life-cycle, Cloud deployment, and adopting PeopleSoft's Fluid UI.  For detailed information on all these sessions and many more--including the dates, times, and locations--see our Focus on PeopleSoft page located here.

Oracle's Open World conference is just around the corner (September 18-22).  PeopleSoft always has a significant presence at Open World, and this year we have lots of great sessions and exciting new...

Search

Another Update on PeopleSoft's Plans for Elasticsearch

In an earlier post, we indicated that Elasticsearch would be available in the 8.55.10 of PeopleTools.  Instead, it will not be available with this specific PeopleTools patch. We are working on completing release requirements and we will update the exact 8.55 patch number when we make Elasticsearch generally available for PeopleSoft.  As mentioned previously, Elasticsearch will be the only Search engine supported in PeopleTools 8.56. For those using SES and Verity... SES: We plan to support SES in PeopleTools 8.55 for 18 months after Elasticsearch is generally available. Verity: We plan to support Verity for our 9.1 application releases through September 2018. Note that Verity will not be supported in 8.56, which means that if customers wish to use Verity, they will need to stay on 8.55. We will do our best to support customers through the support policy of the 9.1 applications. For those attending Oracle Open World this September, we offer a session on Elasticsearch that you should find interesting and informative. In the presentation, we will describe all the benefits of Elasticsearch integration for PeopleSoft including its ease of deployment, transition, and operations. Here are the session logistics: Session ID: CON7066 Session Title: Getting the Most Out of PeopleSoft: Transitioning to Elasticsearch  Room: Moscone West—2004 Date and Time: 09/21/16, 12:15:00 PM - 01:00:00 PM  

In an earlier post, we indicated that Elasticsearch would be available in the 8.55.10 of PeopleTools.  Instead, it will not be available with this specific PeopleTools patch. We are working on...

User Interface and Fluid

Enrich Your Fluid Applications with Third-Party Integrations

Content provided by Balaji Pattabhiraman PeopleSoft applications teams are delivering lots of great content in their images for the Fluid User experience. In addition, though, there are many things customers can do to enhance their applications to meet unique requirements. This post is the next in a series of capabilities that PeopleTools provides. In this post we'll cover how to invoke javascript APIs to integrate third party elements within PeopleSoft Fluid pages. In this example, we're calling a google maps API for Resource location. PeopleTools 8.54 (and higher) provides the ability to create responsive Fluid components. In addition to making the layout responsive, PeopleTools provides developers with mechanisms to run any javascript API (your own or third party) within your PeopleSoft application. We'll cover the following in this example: Build a sample fluid application with two panel layout. The left panel loads a set of projects along with details such as the number of resources. The right panel loads the map. Set a default so the user sees the map centered to the user's current location using HTML5 Geolocation. Resources nearby their current location are plotted on the map. Selecting a Project on the left panel updates the map and indicates where resources are located. Searching for a location (using the google places lookup API) centers the map to the selected location and shows the resources near the location in the map. Note that this blog does not get into the details of the Google Maps or Places JavaScript API. Neither does Oracle PeopleSoft certify usage of Google maps. This is a technology demonstration on how to integrate PeopleSoft with third party JavaScript APIs. Please read the following on Custom JavaScript Guidelines. First let’s look at the completed application and how it behaves for users, then we’ll show how you build a page to work like this. Below is a PeopleSoft page.  When the page loads, the HTML5 geo location pops up asking for permission to use the user’s current location.  (If this is not granted, the map will center on the resource of the first project.) Select Allow so that the map is centered based on the user's current location and the resources nearest that location. Click on the caret tab to expand the left panel.  This shows us a list of projects. In this scenario, we’ve selected the Implementation Project.  Notice that this project has 21 resources. The map now shows the resources by locations (using markers). Clicking a marker (flag) shows the resource details.  In this case, we click on the Flag located on San Jose, CA, which shows us the 13 resources located at that location. You can also search for resources at a different location using the Location box. This will use the Place Finder to suggest locations as you type. Here we’ve entered Tokyo, Japan. This loads the map centered on that location and the resources available nearest to the location.     In this example, the resource isn’t exactly geographically close! So how did we achieve this?  The following are the high-level steps used to build this. In App Designer, create a two panel layout using the delivered layout page PSL_TWOPANEL.  (Note that we provide many Fluid page templates in App Designer.)     This creates a default two panel layout page, where you can place your page fields.  Remember, in Fluid, designing a page no longer uses a WYSIWYG page design.  Instead, you have a series of group boxes into which you place your page elements.  The style sheets will take care of placement on the displayed screen. Next we place the required fields on the page.  There are three main sections to consider:   1) A group box that will be the map field (named Map Canvas in the screen below)  2) A list grid that will hold the Project list, which is inside the subpage PC_MAP_PRJ_SBF, and 3) The section on top of the map (named PC_MAP_PNLHDR_SBF) that contains fields like the location.  We include them on the page illustrated below.  This example is available in a delivered Financials application (although it uses Oracle maps instead of Google maps). Next we add the PeopleCode to load the list of project/resources and update the left panel with those details (list grid rows). The APIs to populate the grid rowset is as same as in Classic PeopleSoft, so we will skip those details in this blog.  In addition we can specify style classes to the page fields using the Fluid tab (Default Style Name) section on the form fields. These style classes can be delivered out of the box, or you can create your style sheet and include them for your page using the AddStyleSheet API in component post build.  Now we get to the interesting part of populating the map.  First we define the JavaScript in an HTML file that will load the map initially or upon user action. You can write any JavaScript function routines.  You can look at example on google map JavaScript API doc here. These methods are defined in the HTML object PC_MAP_JS.  Here the method pc_loadMap is responsible for doing geo location, populating the map, enabling the places API and also calling the routine to set the markers. The following lines enable the page's Location edit box (with page field name PACINPUT) as control for google places API input: var input = document.getElementById('PACINPUT'); var searchBox = new google.maps.places.SearchBox(input); The following lines associate the page's map canvas as the section for map. Initially, the map is centered by current location: navigator.geolocation.getCurrentPosition(function(position) { posGeo = { lat: position.coords.latitude, lng: position.coords.longitude }; var map = new google.maps.Map(document.getElementById('%formnamedivPC_MAP_NUI_WRK2_MAP_CANVAS'), { center: posGeo, zoom: 10, mapTypeId: google.maps.MapTypeId.ROADMAP }); The following lines of code add the markers by looping through the resource details for a given project. The details are read from the database and stored in a page field in the component PeopleCode. It is read here in JavaScript to populate the markers: for (var i = 0; i < gdata_PC_MAP_DATA_DVW$0.length; i++) { var data = window.gdata_PC_MAP_DATA_DVW$0[i]; var marker = new google.maps.Marker({ position: {lat: parseFloat(resource[1]), lng: parseFloat(resource[2])}, map: map, icon: image, shape: shape, title: resource[5] }); The lines below associate the  event when you do a click a marker on the map to open the PeopleSoft modal page to display data. The openResourceInfoWindow will do a form submit (submitAction_%formname) to invoke the PeopleCode back from JavaScript to open the modal: marker.addListener('click', function() {      openResourceInfoWindow(marker, data[3],data[4], "M"); }); //Update the map and set the zoom level after adding the markers map.setCenter(lasPos); map.setZoom(5);     Now include the Style Sheet (if you have custom style classes applied on the page fields) and the JavaScript (we just defined) to be used for the component.   Now call the JavaScript function using AddOnLoadScript when the user selects a project on the left panel as part of the field change PeopleCode. (You can call JavaScript from PeopleCode events in fluid!).  This will reload the map. You off and running!

Content provided by Balaji Pattabhiraman PeopleSoft applications teams are delivering lots of great content in their images for the Fluid User experience. In addition, though, there are many thingscusto...

Search

Using Elasticsearch with PeopleSoft

We reported in April that PeopleSoft is planning to offer Elasticsearch as an option.  Our original plan was to make Elasticsearch available with the first generally available release of PeopleTools 8.56.  We have since revised that plan.  We now plan to make Elasticsearch available with PeopleTools 8.55/Patch 10.  This will enable us to offer Elastic as an option a bit sooner. Oracle-PeopleSoft will continue to support Oracle's Secure Enterprise Search (SES) with PeopleSoft through the support of PeopleTools 8.54 at a minimum.  We are evaluating whether to extend that support, and we'll announce further support plans in the near future.  It's important for customers to know that if they have deployed SES, they will be supported for some time until they make the transition to Elastic.  Elasticsearch will be the only option offered in PeopleTools 8.56. As described in the original announcement, we plan to provide guidance on migration from SES to Elastic as well as deployment guidance to help with peformance tuning, load balancing and failover.  We are also planning to produce training for Elastic with PeopleSoft.  We are also presenting a session at Oracle Open World on Elasticsearch with PeopleSoft.  We want to make the move to Elasticsearch as quick and easy as possible for our customers.  Based on customer feedback, we believe Elastic will be embraced by PeopleSoft customers, and it will provide significant benefits.

We reported in April that PeopleSoft is planning to offer Elasticsearch as an option.  Our original plan was to make Elasticsearch available with the first generally available release of PeopleTools...

Configuration

Automated Configuration Management in PeopleSoft

Content Contributed by Biju Narayanan This post is the first in a series on Configuration Management Configuration the Old Way PeopleSoft system administrators have generally spent a good deal of time on manual, repetitive tasks while setting up and configuring their PeopleSoft system.  When you set up a new PeopleSoft demo environment or upgrade/clone environments, considerable effort is spent on configuration-related activities. This often involves going through hundreds of user interface pages to manually configure functional components like Integration Broker, Secure Enterprise Search, Process Scheduler, and so on.  Testing for correctness is also required. If you cloned or made copies of systems configurations, they needed to be redone. Host name entries are spread within many configurations from webserver to appserver tiers and in many objects within databases, which adds to the challenge. What We've Done to Improve the Process With PeopleSoft 8.55, configuration is centralized with the Cloud Deployment Architecture (CDA).  Deployment Packages (DPK) are a new delivery mechanism provided with PeopleTools 8.55 (for use with Linux and Windows operating systems). Deployment Packages contain all the software created by PeopleSoft as well as the required components pre-installed and fully patched, along with a deployment and configuration automation system. In addition, all Update Images delivered after 8.55 will also take advantage of the Deployment Framework, and will be comprised of Deployment Packages.  DPKs have three parts: Binaries based on platform: Middleware binaries for Application Server runtime Tuxedo, WebServers - Weblogic, PeopleSoft binaries (PS_HOME), database, Client binaries, etc. Puppet-based automation for installation and deployment of middleware - The PeopleSoft Puppet modules provide automation for setting up the middle ware, deployment of PeopleTools binaries and configuration of Application server and WebServer domains.  (For detailed information on Puppet see puppet.com, and docs.puppetlabs.com) ACM - Automated Configuration Manager to configure PeopleSoft components like Integration Broker, Secure Search, Process Scheduler etc. With DPKs configuration is centralized in Pupprt configuration files, and can be customized by overriding configuration attributes in psft.customizations.yaml.  Automating PeopleSoft Configuration Using ACM Automated Configuration Manager (ACM) is a tool set available beginning with PeopleTools 8.54.  It is used to automate PeopleTools product configuration. ACM allows you to externalize product configuration as a template and then use the template to automate configurations across systems. ACM comes with graphical user interfaces,  command-line tools, and a suite of configuration plugins that help administrators configure the base PeopleSoft components. Peopletools 8.55 delivers the following predefined templates that you can start with. The other functional plugins include the following: Integration Broker Rename local node, purge messages Configure default local node, set target location, configure content/portal URI Configure gateway URL, load gateway connectors, configure nodes in the gateway Set advanced gateway properties like keystore password, proxy/non proxy information Activate IB Domains and Queues Cleanup Secure Enterprise Search Configure Search Instance Configure Identity plugin and proxy login Deploy/Undeploy, Index search definitions Cleanup Meta-data Process Scheduler Report Node configurations Server Definition configuration Cluster Network Node Registration Single Sign-On configuration Unified Navigation configuration, creation of remote folders Import SES search indexes to Portal environment Approvals Enable SSL configuration for MAP layouts MAP approval Svc Install configuration Introspection and Deployment of IB services Miscellaneous Utilities Performance Monitor Configurations Grant PTF roles to users Setting URL identifiers, url properties and its values Web Profile related configurations Working with ACM An administrator typically performs the following process to develop a configuration automation template. The template contains configuration units, and the sequence and dependencies in which the configuration has to be automated. After the template is developed, it is tested and used as a base version to automate other environments. Pre-Requisites for Executing ACM User should have "ACM Administrator" Role:  Navigate to Main Menu > PeopleTools > Security > User Profiles > User Profiles, then add the "ACM Administrator" role for the corresponding user. The newly created Template should have sufficient privilege: Navigate to Main Menu > PeopleTools > Security > Permissions and Roles > Permission Lists, then choose permission list "PTPT4800", then add the newly created template to the list present in the "ACM Templates" tab. The Process Design a Template: Automate functional units of configuration. You can group configuration plugins, set configuration attributes and sequence then to automate functional parts. This can be done from PeopleTools > Automation Configuration Manager > Templates   Execute the Template: The template can be executed interactively in three ways: Interactive: Navigate to: Peopletools > Automation Configuration Manager > Templates Command line: Administrators generally prefers to automate configurations by running scripts. This is the recommended method for automating configurations.   DPK Puppet: Set the configuration in Puppet modules prior running the deployment scripts. You can specify your entire configuration in the "/etc/puppet/data/psft_configuration.yaml" file, before running the DPK automation process. The code block below shows how to set IB Configuration in your deployment configuration. integration_broker:     run_control_id: intbroker     os_user: '%{hiera(''domain_user'')}'     db_settings: {       db_name: '%{hiera(''db_name'')}',       db_type: '%{hiera(''db_platform'')}',       db_connect_id: '%{hiera(''db_connect_id'')}',       db_connect_pwd: '%{hiera(''db_connect_pwd'')}'     }     acm_plugin_list:       PTIBRenameNode: {         env.default_local_node: '%{hiera(''gateway_node_name'')}',         env.app_msg_purge_all_dms: true       }       PTIBConfigureDBNode: {         env.pia_webserver_host: '%{::fqdn}',         env.pia_webserver_port: '%{hiera(''pia_http_port'')}',         env.pia_webserver_ssl_port: '%{hiera(''pia_https_port'')}',         env.pia_site_name: '%{hiera(''pia_site_name'')}',    4.  Test and Debug: After the execution you can monitor and debug the execution by  navigating to PeopleTools>Automation Configuration Manager>Monitor After you generate a working version of the template, you can keep it as a configuration baseline and use it to clone configurations across multiple environments.  The template is the source of truth for configuration, and ACM allows you to re-run the configuration any number of times.

Content Contributed by Biju Narayanan This post is the first in a series on Configuration Management Configuration the Old Way PeopleSoft system administrators have generally spent a good deal of time on...

Analytics

Analytics in Search

Content contributed by Balaji Pattabhiraman In two recent posts (creating simplified analytics--user perspective and creating analytic home pages), we’ve described some of the capabilities of Simplified Analytics.  In this post, we’ll examine how analytics and charting can be used to enhance search.  Searching is an important part of the PeopleSoft UI, and we are continually improving it.  For example, we included related actions in search pages, enabling users to act on data directly from the search results without even having to navigate to transactions.  We also included commercial search features like facets and filtering to focus result sets.  Following that, we provided search in the Fluid UI, making search easier to use across form factors, including phones and tablets. Now as part of Fluid Component Search, we have enabled analytics which helps users visualize and understand their results better, so they can act on those results more effectively.  Let’s examine what that looks like and how to enable it. Analytics on a Search Page First, recall what a classic component search page looked like. It’s useful, but not as powerful as it could be.  As of PeopleTools 8.54 and higher we have transformed the search experience for all Fluid Components.  Here is an example of a Contracts search.  In this example, the user can look at the Gross Contract Amount by Supplier in addition to searching for the contract.  Notice how the search page is transformed in Fluid. The left panel provides filters to narrow the results or initiate a new search. Here we have some Administrator and Contract Style filters applied. You can select a row of detail to open the page for that contract detail after narrowing the search. In this case, Gross Amount by Supplier Name.  Applying a filter will update the analytics as well as updating the search result grid because the analytics reflect live data. Analytic charts are available for this page, so the user switches on the chart slider in the upper right of the page. Here is the same search result page with the analytic turned on. The charts are interactive like any Fluid Pivot Grid.  This means that you can select any data point and drill down using related actions.  Here we view the details by another field for the selected supplier (For example view contract date vs amount for a supplier).  You can also narrow the results for the supplier from the chart data point by selecting the Detailed View option.   There are more options under the gear menu in the upper right.  This lets you change chart options, download data to spread sheets, etc.   Adding Analytics to a Search Now let’s see how to build a Fluid component search to include Pivot Grids.  Open the component properties.  (You would have already enabled the Fluid Flag while building the fluid component.)  In this case we’ll set the Search Type to Standard.  The other option for Search Type is Master-Detail, which enables you to persist the search results on the left panel after selecting a search result and opening the transaction.  This allows easy navigation between the search results without navigating back to the search page.   (You would also have the search/add record filled for the component, which is similar to any classic component with search.) Next, open the Pivot Grid wizard and create a new pivot grid model. In step 1, give the pivot grid a title and, optionally, a description.  You can also set the Type and Owner here.     In step 2, choose the data source type.  Here we’ve set the type as Component.  Then choose your component.  Also, choose a tree name and access group you generally use with the product line.  In this case we’ve chosen the Purchase Order access group.  This will ensure a query can be created from the search record and the end users of the component can see the search results. (Note: The search record will be added as part of this tree and the permissions from the component are added to the tree).  When we click Apply, this creates a query with the same name as the component and the fields will be listed.  Now we choose the fields that we want the end-user to see.      In the step 3, we set overriding labels for the fields and choose the column type--whether a field is only for display in the grid or whether it should be part of the chart axis or the value the chart plots.  In addition, all the key fields become prompts for the pivot grid model automatically.  We can set default values for these prompts.  Note that you can change the prompt fields and change the criteria by modifying the generated query.  In most cases, the key fields serving as prompts will suffice. You can also choose which prompts to show or hide to the end-user in this step.     In step 4, we specify axis information including which fields will be the x-axis, y-axis and the filters.  In addition, under the Fluid Mode Options, we can fill the list view Title and Summary fields to show if your component is to be used on small form factors like a phone.          You can optionally preview the chart in the last step and save the pivot grid definition.  This completes the setup. Now when a user navigates to the component, the search page will show up based on the configuration.   (Typically a user might navigate from a home page tile, registered using the tile wizard.)   Now you can open the Search page by selecting the Group and Special Contracts tile.  You can view it with or without the chart.   Because this uses the PeopleSoft Fluid User Interface, the search page renders nicely on smaller form factors like smart phones and tablets.  This requires no additional configuration.  Here is the same page on a smart phone.  

Content contributed by Balaji Pattabhiraman In two recent posts (creating simplified analytics--user perspective and creating analytic home pages), we’ve described some of the capabilities of...

Analytics

Transforming Analytics and Reporting

Content contributed by Balaji Pattabhiraman A few months ago, I wrote in this blog about a feature in PeopleTools called Simplified Analytics.  This is really transformative technology that puts tremendous power in the hands of end users, enabling them to perform ad-hoc analytics right in context of their transactions and business processes.  It makes reporting timely, secure, and relevant. Let's expand on that concept and take advantage of some other PeopleTools featues.  In this case, imagine I am a manager or subject area expert.  I've created several simplified analytics that I want to make available to my team for use in their daily work.  Simplified analytics enables me to create a tile from any analytic I create.  Those tiles can then be placed on any Fluid home page or Dashboard, which is another new PeopleTools feature.  Lets see an example of this. As a business administrator I've created several simplifed analytics for the My Team page.  These are available in the My Analytics tab in Related Information.   Note that each tab on this page--Summary, Performance, Compensation, and Leave Balances--contains different analytics relevant to each topic.  I've created these analytics  to provide better decision support for these processes. This calls for a quick review of an important part of the Simplified Analytics process.  When creating or editing the analytic, I have the option of publishing the analytic so it can be used by others.  (See this post for more info on creating a Simplified Analytic.) When I choose to publish, I have the option of publishing to the My Analytics section of the Related Actions frame or publishing to the Tile Repository. Since I'll be creating an analytic dashboard, I'll save to the repository. Now I can go to the Personalize option from the menu in any home page.  From here I can create my new analytic home page.  (This could be created as a Dashboard as well.) In this case, I'll create a new home page called Team Analytics.  This will provide a single access point for our group of analytics, making them available in a convenient form to all team members. Now that I've created the new home page, I can add tiles representing the analytics that were created previously. I'll add several analytic tiles and make this home page a robust and valuable analytic tool. Once I save the page it is displayed.  Here you see the home page with all the tiles I've added. Now let's publish the home page and make it available to the team so all can benefit from it.  (Note: If I don't publish the home page to other users I can still use it as a personal home page.  One might do this for analytics that are used exclusively by me.)  Enter a name and label and any other field data necessary. In this case I'm making it public, but in many cases you will want to make a page like this available only to a particular role or permission list. Now when someone on our team logs in, (in this case Rosanna) she will have access to the new Team Analytics page. Note that the data from the analytics correspond to Rosanna's team.  If the same analytics were published to a different group, the data would be relevant to that group.  The data, context, and security are determined by the PS Query that forms the basis of the analytic. This illustrates how you can extend the power of Simplified Analytics to make valuable decision support available to teams, not just individuals.    

Content contributed by Balaji Pattabhiraman A few months ago, I wrote in this blog about a feature in PeopleTools called Simplified Analytics.  This is really transformative technology that puts...

Search

Searching in PeopleSoft

Many customers have asked us about PeopleSoft’s search strategy.  They may have seen that Oracle’s Secure Enterprise Search (SES) isn’t on the price list any longer, so they wonder about PeolpleSoft’s continued use of that product.  First and foremost, Search is an important part of PeopleSoft’s overall user experience, and we are continuing to invest in a consumer grade search experience for the enterprise.  When we re-architected our approach to Search several releases ago, we built a PeopleSoft search framework that provides a great Search UI that enables users not only to search enterprise information, but to refine their search results with facets and filters.  We also made it possible for users to act directly on search results through our Related Actions framework.  In many cases, users do not even have to navigate to a transaction page to complete a task.  This provides a rich Search UI that users have come to expect.  Further improvements using PeopleSoft’s Fluid UI include Pivot Grids in search pages that allow users better visualization of search results.  Oracle’s Secure Enterprise Search is the engine for that search in PeopleSoft.  In an effort to provide choice, PeopleSoft is working on providing an alternative search engine that customers can use in their PeopleSoft ecosystem.  We are planning on offering Elastic Search as an option with PeopleTools 8.56, and our applications that are delivered on 8.56 are planned to contain Elastic indexes.  Note that Oracle will continue to support SES with PeopleSoft for some time yet, and customers can continue to use SES if they have deployed it.  We think that Elastic will be an attractive option for many customers, however.  It is important to note that whichever search engine you use, the PeopleSoft search framework will work with either search engine, and the search UI will be essentially the same regardless of your choice.  Here are a few key points about the Elastic Search option for PeopleSoft: Planning on Elastic availability in 8.56, back porting to 8.55 Leverage PeopleTools Search Framework - SES or Elastic is a deployment Choice - Deploy Elastic on the separate search host instead of SES Take PeopleSoft Images for application fixes and Elastic indexes Will require a one-time full index build with Elastic using the new process We plan to provide a migration guide to help deploy Custom indexes on Elastic PeopleTools DPK for Elastic infrastructure - Supported on Linux and Windows We plan to provide a deployment guide to help with performance tuning, load balance, and failover Our initial testing indicates that Elastic will require fewer resources and will perform better—and will be easier to install than SES. There is also some discussion of our plans for Search in this PeopleSoft talk video.  The Search discussion is at the 5:50 point.  

Many customers have asked us about PeopleSoft’s search strategy.  They may have seen that Oracle’s Secure Enterprise Search (SES) isn’t on the price list any longer, so they wonder about PeolpleSoft’s...

PeopleTools

Updated PeopleTools Performance Guidelines Red Paper Available

This performance tuning document is not a general introduction to environment tuning.  To use it, you should be experienced IT professionals with a good understanding of PeopleSoft System Administration. To take full advantage of the information covered in this document, we recommend that you have a basic understanding of system administration, basic Internet architecture, relational database concepts/SQL, and how to use PeopleSoft applications. This document is not intended to replace the documentation delivered with the PeopleTools PeopleBooks. Many of the fundamental concepts related to PeopleSoft Internet Architecture are discussed in the following PeopleSoft PeopleBooks:   PeopleSoft Internet Architecture Administration (PeopleTools|Administration Tools|PeopleSoft Internet Architecture Administration) Application Designer (Development Tools|Application Designer) Integration Broker (Integration Tools|Application Messaging) PeopleCode (Development Tools|PeopleCode Reference) PeopleSoft Installation and Administration PeopleSoft Hardware and Software Requirements Additionally, we recommend that you read documentation on Oracle Application Server, BEA Weblogic/Tuxedo, and IBM Websphere. See your PeopleSoft Installation and Administration PeopleBooks for directions on accessing the Oracle, BEA, and IBM documentation.

This performance tuning document is not a general introduction to environment tuning.  To use it, you should be experienced IT professionals with a good understanding of PeopleSoft...

Analytics

Reporting in PeopleSoft Without Crystal Reports

As you’ve probably heard, PeopleTools 8.55 will not support the use of the Crystal Reports product with PeopleSoft. (Click here for more information).  Most of you know that we’ve been talking for years about ways to move away from Crystal Reports.  The obvious alternative has been to migrate your reports to Oracle BI Publisher.  I’m writing this post to help you understand that you have other options, and that we think that in many cases, there is an even better solution that will give your users more relevant and timely information. Conventional reporting tools are used to create and publish static reports.  That is, they query the database and present information as a snapshot in time.  One of the problems with this approach is that important data can become instantly stale and not secure.  Contemporary reporting is changing, however, and we feel that customers should re-evaluate how they can take advantage of some of the new reporting and analytic capabilities that PeopleSoft offers.  New options exist that help make reporting a strategic part of enterprise business processes.  In fact, you can easily incorporate business intelligence and real-time analytics directly into business process flows as an integral part of the application user experience.  Using this more modern approach, designers are able to provide users relevant information directly in context of related business activities.  In this way, the user doesn’t have to “look up” information or pull up a report.  Instead, the application system provides the information directly on the page, or as part of a process, which leads to better decisions.  With modern PeopleSoft reporting capabilities, the data is fresh and secure because it never actually leaves the system.  Take this approach to decide whether you need to replicate every one of your static reports from Crystal Reports in BI Publisher.  We believe that many older, static reports can be repurposed as online, real-time analytics rather than simply rewritten in a new reporting tool. Chief among these exciting PeopleSoft reporting capabilities are the new Simplified Analytics and updated Pivot Grids.  These new features enable users to produce analytics and reports right in the context of their transactions, providing more agile and powerful analytics that result in better decision support.  In addition, these new reporting tools are easy to use and put power in the hands of end users and business experts.  Functional users won't have to rely on technical professionals to generate the reports they need.  With these tools, data can be sliced and diced as required, as well visualized in different ways to gain greater understanding of the information presented. PeopleSoft applications teams will also be delivering new reports and analytics using these tools, so customers will get many new reports as they continue to take new application images.  Again, this means even fewer Crystal reports that need to be recreated. Of course enterprises will still need conventional reports for things like Period Close and other regulatory reporting.  In those cases, customers can indeed convert old Crystal Reports into BI Publisher reports.  However, we believe that after thoughtful analysis, the number of such reports that need conversion into traditional formats and uses will be much smaller than you may have originally anticipated, and that most business needs will be better served with newer tools for producing on-line, real-time, business analytics. 

As you’ve probably heard, PeopleTools 8.55 will not support the use of the Crystal Reports product with PeopleSoft. (Click here for more information).  Most of you know that we’ve been talking for...

PeopleTools

Tools - Only Upgrades for the Interaction Hub

Now that the Interaction Hub is on the Selective Adoption release process (like all PeopleSoft applications), some customers have been asking us about Tools-only upgrades for the Interaction Hub 9.1, and how that relates to taking maintenance and updates using PeopleSoft Update Manager (PUM). Although it is possible to do a Tools-only upgrade to 8.55 and continue to use your earlier (non-PUM) release of the Interaction Hub 9.1, we don’t recommend this.  Issues will arise when you need to apply maintenance or any kind of update in the future.  Instead, we strongly recommend that you first move your Interaction Hub to the PUM baseline, then do your Tools upgrade.  This will make the process of taking fixes for Interaction Hub much easier going forward.  Taking subsequent Tools upgrades and Interaction Hub images will be simpler and go more smoothly once Interaction Hub is on PUM. Note that this is no different than the process for other PeopleSoft applications.  Selective Adoption and PUM are the means for taking all maintenance and updates for PeopleSoft applications now, and Interaction Hub is part of that.  Selective Adoption and PUM are great new processes and tools that make taking maintenance and updates simpler and easier, so you should take advantage of that. Image 2 of the Interaction Hub 9.1 is now available, and it has some exciting features that you may want to adopt.  So that is another reason to start using Selective Adoption and PUM.  The Update Manger home page has the information you need to perform to get your Interaction Hub on the PUM model. There is a lot of great information on Selective Adoption on the PeopleSoft Info portal. 

Now that the Interaction Hub is on the Selective Adoption release process (like all PeopleSoft applications), some customers have been asking us about Tools-only upgrades for the Interaction Hub 9.1,...

PeopleTools

Interaction Hub Image 2 Now Available

As we reported last June, the PeopleSoft Interaction Hub now uses the PeopleSoft Update Manager to deliver all updates and maintenance.  Customers can now take advantage of the Selective Adoption process when updating their Hub system.  This puts the Hub in alignment with all other PeopleSoft applications.  We are happy to announce that image 2 is now generally available from the PeopleSoft Update Manager home page. (Choose the Upate Image Home Pages tab, then choose the Interaction Hub Update Image page.) Here are a few of the valuable features included in this image that customers should consider:   Guided process for branding.  The Hub offers a guided process that enables customers to do simple branding of their Fluid UI-based home pages and headers.  This is called Theme Builder and is described in PeopleBooks. Using this quick and easy process, administrators can set the header logo, banner color and text, background image and color, and more.  The administrator can also set roles to determine which branding themes are seen by which roles within an enterprise.  In addition, once the branding theme is set, you can publish your branding theme across all PeopleSoft applications in the wizard at the push of a button!  The Hub also gets its own delivered theme, but of course it's easy to create your own. Administrator Landing Page.  The Hub delivers a landing page from which an administrator can monitor the health and performance of their PeopleSoft ecosystem.  This may also be where the administrator performs branding activities. Guest Landing Page.  This page can be assigned to Guest roles for people that don't have full access to a system. Navigation Collections.  Fluid Navigation Collections were actually implemented in PeopleTools 8.55.  However, Nav Collections have been used extensively in Hub designs, so now customers can design Fluid Hubs with home pages that use Nav Collections to streamline user navigation. See the Update Image Home Page for complete details about this image.   In addition, review the Planned Features page on My Oracle Support for updates regarding the Hub and a look at what we have planned for future images.   

As we reported last June, the PeopleSoft Interaction Hub now uses the PeopleSoft Update Manager to deliver all updates and maintenance.  Customers can now take advantage of the Selective Adoption proc...

PeopleTools

Multiple PeopleSoft Applications: Using the Interaction Hub or Not

Many PeopleSoft customers have multiple PeopleSoft applications.  We often refer to this type of environment as a ‘cluster’.  Customers have different types of clusters, some using the Interaction Hub to unify the cluster and some without the Hub.  We are often asked how these are different.  Should a customer use the Interaction Hub for clusters?  Can you get by without it?   The scenario I’m describing in this post relates to PeopleTools 8.55 and it’s use with applications using the Fluid header (whether the content is Classic or Fluid). What is a Portal System in PeopleSoft? This can be somewhat confusing because the PeopleSoft Interaction Hub was originally called the ‘PeopleSoft Enterprise Portal’, which was designed to be used as a traditional portal, aggregating content from multiple sources.  People still often refer to that product as simply ‘The Portal’.  The Interaction Hub still provides that traditional, aggregating functionality.  However, PeopleSoft also uses the term ‘Portal System’ to mean more than just the Interaction Hub system connecting to content systems like HCM, FSCM, and Campus Solutions.  In PeopleSoft, whatever system the user logs into first is considered to be acting as the Portal system.  For example if Single Sign-On (SSO) is set up between HCM and Campus Solution and the user logs into the HCM system and from there access Campus solution then the HCM system acts as the Portal system.  What Does This Mean to My Users? Let’s look at a specific Example.  In this scenario, the customer is NOT using the Interaction Hub, but they have PeopleSoft HCM and FSCM and have SSO set up for these applications.  A user of this system logs into HCM and is presented with an HCM-based Employee Home Page.  That home page contains a tile for FSCM content, and there is other FSCM content represented in the Nav Bar.  When the user selects an FSCM tile, they are presented with the FSCM content, but the header context remains in HCM. This means that the Nav Bar will still be the one from the HCM system.  It also means that if the user employs Global Search, the results will only come from HCM. Similarly, any notifications/alerts/actions they receive will originate from HCM only.  Basically, the partitioning between the applications is maintained.  If users want to search in FSCM, they must log out of HCM and log into FSCM, which at that point will become the acting portal system.   Now let’s look at an example in which the customer is using the Interaction Hub to unify the cluster including HCM and FSCM.  In this scenario, the user logs into the Interaction Hub system, which provides the header and context.  The home page displayed initially can come from HCM or FSCM (or any application), and the Nav Bar can contain content from any PeopleSoft application where the content from these applications are registered.  When the user navigates to any content--whether it comes from the Interaction Hub, HCM or FSCM--the header and the Nav Bar is from the Interaction Hub system, which is where the user originated.   In this case, even when the user navigates to an HCM or FSCM transaction page, they can still use the header or the Nav Bar to navigate to any content in the cluster seamlessly.  In addition, if the user executes a search, the results of that search can come from any application in the cluster—in this case HCM, FSCM, or the Interaction Hub.  Furthermore, the user can take action from those search results using Related Actions regardless of where that content originated.  Similarly, the notifications in the header will deliver actions and alerts from all content systems in the cluster, and users can act on those notifications from the notifications window. What We Recommend Customers that have a cluster of multiple PeopleSoft applications should use the Interaction Hub to unify their user experience.  The Hub enables you to break down the barriers between applications and align your user experience with your business processes.  This enables your users to navigate freely among PeopleSoft content (and even external content) to complete their work--without having to know which PeopleSoft application is being used.  In addition, users don’t have to log in and out of different applications to complete business processes that may cross application boundaries.  Instead, the Hub presents the PeopleSoft cluster as a single unified ecosystem.

Many PeopleSoft customers have multiple PeopleSoft applications.  We often refer to this type of environment as a ‘cluster’.  Customers have different types of clusters, some using the Interaction Hub...

User Interface and Fluid

Fluid Header and Navigation is the New Standard

Beginning with PeopleTools 8.55, PeopleSoft 9.2 applications will have a Fluid header on their classic pages that matches the fluid pages.  This unifies the user experience of classic pages with newer fluid pages and applications.  With the fluid user interface, user navigation is more seamless and intuitive.  Using fluid homepages, tiles, global search, related actions, and the new fluid Navigation Collection feature, users can more easily navigate to the information most important to them.  Refer to the PeopleSoft Fluid User Interface and Navigation Standards White Paper (Document ID 2063602.1) for more information on design best practices for navigation within PeopleSoft applications.   Part of this change that makes Fluid the default is the replacement of the drop down menu navigation.  In most cases, customers will want their users to simply use the Nav Bar in place of any classic menu navigation.  However, if there is a special circumstance where customers want to maintain the classic menus, they can do so.  There are two ways of displaying the classic menus:  Method 1 – Switch back to default tangerine or Alt-Tang theme   1. Go to PeopleTools >> Portal >> Branding >> Branding System Options; 2. Change the system default theme back to default tangerine or alt-tang; 3. Sign out and sign in again to see the changes.     Method 2 – Unhide the drop down menu in default fluid theme   1. Go to PeopleTools >> Portal >> Branding >> Define Headers and Footers; 2. Search and open the DEFAULT_HEADER_FLUID header definition; 3. Copy the following styles into the “Style Definitions” field at bottom of the page, and then save; .desktopFluidHdr .ptdropdownmenu {     display: block; }   4. Sign out and sign in again to see the changes. We encourage customers to stick with Fluid navigation as the standard.  It's simply better and more intuitive. 

Beginning with PeopleTools 8.55, PeopleSoft 9.2 applications will have a Fluid header on their classic pages that matches the fluid pages.  This unifies the user experience of classic pages with newer...

Analytics

Simplified Analytics: Putting Power in the Hands of End Users

PeopleTools 8.55 is an important release with lots of exciting features.  We recently held a Partner Summit, where PeopleSoft Development and Strategy met with many of our implementation partners to describe and discuss the new capabilities of our products and the value they provide to customers.  One feature that garnered quite a bit of interest is our new Simplified Analytics feature. Simplified Analytics is important because it puts reporting and analytic power in the hands of end users.  It enables users to generate ad hoc analytics in the context of transactions.  This can be tremendously valuable for a myriad of business processes.  For example, when a manager wants to give an employee a raise, they may want to analyze how that employee is currently compensated compared to peers in the same role and performance class.  Or suppose a person is working with suppliers and they want to determine which suppliers to use.  They may want to analyze suppliers’ performance, price, etc.  Simplified analytics can be valuable in so many transactions, the list is almost endless.  And again, end users can employ this feature without having to turn to technical experts to generate reports for them. Let’s look at how this would work from the end user perspective for one of the use cases I mentioned above:  I am a manager who is planning to give one of my employees a raise, and need additional information to provide the appropriate amount. As a manager, I use Related Actions to initiate a Salary Change for Rosanna, one of my subordinates. This takes me to the transaction where I can provide the change, but I’m not sure how much to give Rosanna, so I create a new analytic in the related information section on the right side of the page. This initiates the simple process for generating a Simplified Analytic.  Note that the analytic is contextually bound, so the results are generated for me as the user of the transaction in this context.   It’s quite easy for me to create the analytic I want for my purpose with this guided process.  First, I’ll give my new analytic a name and determine how I want the data visualized. In this case I’ve chosen a chart to render the output.  Next I’ll choose the data that I want.  Notice that the Manager name is already determined.  (Betty is the person I logged in as.)  I can select or deselect fields until I have what I want.   When I save the Analytic, it is presented to me using the visualization I chose earlier; in this case, a chart. Note that I have row and column data, and other data is represented as facets.  Facets can be selected to filter the results, or I can drag data items to or from the Row and Column areas to slice and dice the analytic any way I wish.  It’s flexible and powerful. In this case, I’ve dragged the Department field to the Row area, which changes the Analytic and gives me a new perspective on the information. Now when I save the analytic, it appears in the related information area so I can run this any time I’m in this transaction.  The data is fresh and secure.  If I’ve created an analytic that I want to use frequently and have at hand regardless of context, I can easily create a tile for it and add it to any of my home pages.  Now the analytic appears as a tile, and I can run it easily any time from my home page.  As you can see, creating simplified analytics is easy and fast for end users.  It is wonderfully useful, because users can get the information they need when they need it, without having to seek assitance from IT or reporting experts.   Our applications teams will be delivering some simplified analytics with our products, so you will see some when you simply take upcoming PeopleSoft Update Images.  However, simplified analytics are easy to create, so you can provide them to your users wherever you see a need.   Look for more posts on this topic.  We’ll also cover how to publish reports to make them available to other users, and we’ll show you how to set up simplified analytics to make them available for your end users.     

PeopleTools 8.55 is an important release with lots of exciting features.  We recently held a Partner Summit, where PeopleSoft Development and Strategy met with many of our implementation partners to...

PeopleTools

Oracle Proudly Releases PeopleTools 8.55

PeopleTools 8.55 has now been released for general availability.  With this release, Oracle continues to demonstrate our commitment to extend the value of our customers’ investment in PeopleSoft.  The capabilities included in this release have been designed to enhance many of the features we’ve delivered previously as well as to provide our application users substantial new functionality.  Features in this release focus on continued improvements to the PeopleSoft User Experience while providing additional technology options that will help you take advantage of data center innovations proven to reduce ongoing operating costs and assist in developing a Cloud deployment strategy. Our beta customers have been using PeopleTools 8.55 for a few months and definitely liked what they saw. The PeopleTools Beta Program had two participants, Centene Corporation and Cerner Corporation. During the Beta Program, participants explored the improvements to the PeopleSoft Fluid User Experience and the PeopleSoft Cloud Architecture (PCA) and found “smooth sailing” with few bugs reported and significant productivity improvements to environment provisioning with PCA. PeopleTools 8.55 dramatically extends our investment in the Fluid User Experience. New in 8.55 are features such as Fluid Dashboards, Fluid Master/Detail pages and the new Activity Guide Framework.  Our intention with this latest release is to extend the capabilities of PeopleSoft Fluid to include functionality required by Power Users and to make the overall application experience as intuitive as possible.  For example, PeopleTools 8.55 introduces a new Tile Wizard that makes the creation of these important navigation elements and process “building blocks” much simpler.  Tiles automatically resize based on the content they display, the size of the device being used, even based on the orientation of the mobile device.  With this release we deliver Fluid Dashboards that augment our existing Fluid Home Page structures.  Dashboards can display tiled content just like home pages, but also allow Tiles to display external, non-PeopleSoft content such as information from a BI system or an external website or application system. One of the long-standing strengths of PeopleSoft’s user experience has been the ability for our customers to alter the look and behavior of the screens to reflect their own company’s “brand”.  With PeopleTools 8.55, we extend the Branding Framework to include the ability to easily apply your company’s brand to Fluid pages and components. There are very many new PeopleSoft Fluid features in PeopleTools 8.55, all of which extend our commitment to ensuring you have the most powerful, complete business applications and that these applications reflect the intuitive usability that your employees expect from today’s web systems.  In a similar vein, we have extended many other elements of the PeopleSoft system infrastructure including Selective Adoption and Application Lifecycle Management features, the PeopleSoft Analytics capabilities and the ability for customers to deploy and manage PeopleSoft in a cloud datacenter. Most of the cloud infrastructure technology applies to on premise customers as well, and even to customers who don't use virtualization. A major benefit of our approach is that we can bring cloud-like benefits to customers who are not running on any form of cloud infrastructure. With PeopleTools 8.55, we have continued to address the needs of our customers to achieve improved operational efficiency in the deployment, configuration and administration of their PeopleSoft applications.  As our customers see innovations across the technology landscape that include cloud service offerings, datacenter efficiencies through system virtualization and improved resource automation, they have asked us to identify opportunities for them to take advantage these innovations to help them better manage their datacenter operating costs.  Many of our customers are looking to cloud offerings as a strategic opportunity to achieve improved leverage and efficiency.  PeopleTools 8.55 introduces the new PeopleSoft Cloud Architecture (PCA), a comprehensive organization of system-wide structures, features and capabilities that will allow our customers to achieve greater operational efficiencies.  Whether a company has a DevOps strategy to improve the collaboration between their internal PeopleSoft development and Quality Assurance teams and their IT Operations group, or a comprehensive initiative to leverage Cloud solutions for datacenter operations, PeopleSoft’s Cloud Deployment Architecture will assist our customers to reach these strategic goals with their own PeopleSoft application investment. The PCA and incorporated features such as Deployment Packages (DPKs) work with the Application Configuration Manager (ACM) and PeopleSoft’s virtualization capabilities to provide customers a near fully automated process to install and configure PeopleTools.  Our goal is to help our customers leverage server and datacenter innovations such as market-leading resource virtualization solutions with choice of virtualization platform vendor as well as dynamic deployment of our solutions to public and private cloud platforms. PeopleTools patches deployed using DPKs can be found on MOS on the new PeopleSoft PeopleTools Patches Homepage. PeopleTools 8.55 offers significant enhancements across the entire product footprint.  We introduced new features that improve the productivity of your developers as well as your end users.  It will be easier to deploy PeopleSoft applications on the cloud, develop custom mobile applications that incorporate PeopleSoft data and provide your users personalized access to PeopleSoft information and analytic content.  This release builds functionality into the product as a result of direct customer input, industry analysis and internal feature design.  New features, bug fixes and product certifications combine to offer PeopleSoft customers improved application user experience and operational efficiency. As you get started with your PeopleTools 8.55 planning, be sure to review PT 8.55 Certifications on MOS so that you don’t encounter any last minute incompatibilities. Setting up the infrastructure can take time – plan for it. If you are looking for more information on PeopleTools 8.55, be sure to review the Technology tab for PeopleTools 8.55 Features and Enhancements or go to peoplesoftinfo.com for more information on anything related to PeopleSoft. Enjoy!

PeopleTools 8.55 has now been released for general availability.  With this release, Oracle continues to demonstrate our commitment to extend the value of our customers’investment in PeopleSoft.  The...