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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...