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An Oracle blog about PeopleSoft Technology

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Configuration

Sensitive Data Masking is as Simple as 1,2,3,4

Sensitive Data Masking safe guard’s confidential employee information like National ID and Banking Information which has become more important than ever.  For personal and sensitive information shared by employees, it's important that the sensitive data is only accessed by Administrators who are authorized.  Your organization might grant access to Personal Data to users with different security roles, such as HR Administrators or a HR Service Representative, each requiring different access levels.  PeopleSoft HCM provides row-level security for Administrator components and ensures that only authorized users have access, however, this doesn’t secure the access to fields on the page that show sensitive information like birth date. For protecting sensitive data, you have the ability to easily mask highly sensitive fields like an employee’s national id, date of birth, bank account numbers, driver’s license and passport number.  Below is an example of how you would mask an employee’s driver’s license number. Step 1 (Log in PS/PS) – Check on Enable Data Masking > Save.  Setup HCM > Install > Installation Table > HCM Options Tab Step 2 – Check ON data masking parameter for Driver’s License Number.  Click the Masking Parameters hyperlink Enter in the number of digits you want unmasked (you can mask the entire field or partial).  Click the OK button, Click the Save button. Set Up HCM > Security > Data Masking > Setup Component Level Masking Step 3 – Define what Security User Roles can see unmasked data (ex. HR Administrator) and who sees the data as masked (ex. HR Service Rep). Field Group = DL (Driver’s License), Click Search button Enter the Role of who can see UNMASKED data, save the page (this is the delivered role, you may have role name if you cloned the delivered role)  Set Up HCM > Security > Data Masking > Setup Authorized Roles Step 3A - PeopleSoft delivered a role “Data Privacy Officer” – this role needs to be assigned in the User Profile.  User ID = PS (Super User Admin) PeopleTools > User Profiles > User Profiles  Step 4 – As an HR Administrator, you can see the Dr. License unmasked for Jean Parsons. Navigation – Workforce Administration dashboard > New Hire Tasks > Driver’s License Data > Jean Parsons Logout – Login as RCHANNING/RCHANNING (a HR Rep) Navigation – Workforce Administration dashboard > New Hire Tasks > Driver’s License Data> Jean Parsons  As an HR Representative, you can see the Dr. License masked for Jean Parsons. The HR Rep can only see the last 4 digits (as defined in Step 2 above). For Additional Information on Data Privacy - https://www.youtube.com/watch?v=g9bX55tHSMc  

Sensitive Data Masking safe guard’s confidential employee information like National ID and Banking Information which has become more important than ever.  For personal and sensitive information shared...

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...