Monday Feb 10, 2014
Friday Jan 31, 2014
By Matthew Haavisto on Jan 31, 2014
Oracle University has just released several new courses to help you get essential hands-on experience with PeopleSoft PeopleTools 8.53. Just looking to drill-down on what’s new with the latest release? Delta courses are available to give experienced developers insight into the new features. You have an option to take in-class training or avoid travel and train online with Live Virtual Classes.
Here are the courses offered:
Developing a Contemporary User Experience with PeopleTools and PeopleSoft Interaction Hub
PeopleSoft Lifecycle Management/Update Manager Combo Rel 8.53
PeopleSoft PeopleTools Installation & Server Admin Rel 8.53
PeopleSoft Security Rel 8.53
PeopleSoft Query Reporting Rel 8.53
BI Publisher for PeopleSoft PeopleTools Rel 8.53
If you only need to discover what is new with certain products or subjects, these delta course will be useful:
You can learn about all of Oracle University's PeopleSoft courses here.
If you can't find the course you seek, let OU know!
Monday Jan 13, 2014
By Matthew Haavisto on Jan 13, 2014
A useful new document is available on Oracle support that describes steps to implement High Availability for Oracle SES 126.96.36.199. This approach uses a 4-node WebLogic Server cluster and 3-node Oracle RAC Database. Get the doc here.
Note: This document does not contain information on ESS cluster scale out. The document will be updated soon to provide that information. ESS cluster scale out is an optional step, and customers can set up other portions first.
Thursday Dec 19, 2013
By Matthew Haavisto on Dec 19, 2013
Post Contributed by Bharathi Mani, PeopleTools
The PeopleSoft Interaction Hub is especially well suited for aggregating PeopleSoft application content and creating a unified user experience. The Hub provides users with a contemporary web site-based user experience rather than a segmented experience in which applications are partitioned, and users must navigate around different applications to accomplish their tasks. Using the Interaction Hub, you can align your PeopleSoft user experience with your business processes.
A practical and common way to provide this unified user experience is to configure the Interaction Hub to serve as a launch pad for your PeopleSoft applications as well as 3rd party or other Oracle content. A launch pad experience provides users with relevant information required to perform infrequent tasks like Benefits Enrollment as well as some day-to-day jobs while retaining the context of their homepage/dashboard. The volume of information presented to the user can be reduced, providing pre-defined task flows that help present results with more clarity. The links on the PeopleSoft homepage/dashboard pagelets can be setup to open in modal windows thereby enabling users to perform various types of actions from within the Homepage context.
Many of the techniques described in these scenarios are explained in the red paper Configuring a Contemporary User Experience in PeopleSoft Interaction Hub.
The following is an example of a Launchpad page. The Interaction Hub can contain many pages (represented as tabs). In this case, the ‘My HR’ tab described below has an HR News, Self Service accordion menu, Tag cloud, My Events, Company directory, Announcement and My Job Openings pagelet. These pagelets come from different PeopleSoft systems that have been setup using Unified Navigation. Homepage/Custom tabs are another way of aggregating content and presenting information to the user in a logical way. The following scenarios describe common task flows initiated from this Launchpad.
The following scenarios describe a user’s interaction with the system along with the techniques used to achieve the experience. The techniques described below are supported and delivered by PeopleTools. The recommended versions to create this user experience are Interaction Hub 9.1/FP2 and PeopleTools 8.53.
Scenario 1: Open Enrollment
The user clicks on a news article “Open Enrollment” in the HR news pagelet. The article opens in modal window. The HR News pagelet is sourced from the Interaction Hub. The news publication feature delivered by IH has been used to create the content for this pagelet. The pagelet has been created using Pagelet Wizard and uses a delivered XSL to open links in a modal. The “Open Enrollment” news article has a link for the user to enroll in benefits. The user can use this link to enroll or modify their benefits information. The user completes the transaction and closes the modal to return to the homepage. (The way to define a modal link is described in the section A Note On Opening Links in Modal Windows at the end of the Scenarios section.
Scenario 2: Locating Useful Information
Our user now wants to review the company’s policy handbook. He uses the Tag Cloud pagelet and clicks on the policy tag. This opens the tag browser page in a modal window. It displays the search results for the content having the tag “policy”. He clicks on the search result, the modal closes and he is taken to the transaction page displaying the content. After reviewing the content he can get back to the home page by clicking on the ‘Home’ link or on the tab link. The tag cloud pagelet is delivered with the Interaction Hub.
Scenario 3: Updating Dependent Information
The user now wants to review and update his dependents information. He clicks on the Dependent/Beneficiary info link in the self service pagelet. This is an HCM pagelet that uses custom XSL to display an accordion menu. The Dependents link opens a modal.
The user reviews the information and updates the information for one of his children.
He completes the transaction and closes the modal to return to the homepage.
Scenario 4: Getting Help
The user now has a question on benefits for dependents. He clicks on the HR Help Desk link in the help pagelet, whose source is the CRM application. It opens a modal with the Help Desk search page. He enters the keyword “dependent” and gets the search results.
He selects the desired search result, reads, and then closes the modal to get back to the home page.
The “HR help desk” pagelet is an HTML based Pagelet Wizard pagelet.
Scenario 5: Quick Navigation Using Related Actions and Embedded Analytics
The user would now like to review the Job opening and closing trends in his organization. The “My Job openings” pagelet has related actions to display this information. Related actions can be configured using the PeopleTools Related Content framework.
He clicks on the Job Opening Open and Close Trend related action. It opens a modal displaying the pivot grid chart.
The user clicks on the ‘Age Band’ bar to see the related actions menu. He then clicks on the Detailed View related action to get the details of the job openings.
He reviews the information and closes the modal to return to the homepage.
A Note On Opening Links in Modal Windows
In scenarios 1, 3, and 4, we have described user flows where PeopleSoft content is opened in modal windows. To achieve this, customers can use third party Java Script libraries such as the jQuery-based ThickBox to open PeopleSoft content pages (PSC) inside a modal window. PSC refers to PeopleSoft URLs that use the portal content servlet to render the content. When displayed in a modal, the content will be rendered without the header information. The figure below shows the Personal Information Summary page rendered as a PSC. The URL will take a form like this: http://<<server address>>/psc/hrms/EMPLOYEE/HRMS/c/ROLE_EMPLOYEE.HR_EE_PERS_INFO.GBL
The same Personal Information Summary page when rendered as a PSP (PeopleSoft Portal page) is shown below. The URL will take a form like this: http://<<server address>>/psp/hrms/EMPLOYEE/HRMS/c/ROLE_EMPLOYEE.HR_EE_PERS_INFO.GBL
We do not recommend using modals for displaying content such as WorkCenters, Dashboards, PeopleSoft Portal pages, pages using a template that is different from the default template, or Collaborative Workspaces.
Most techniques allow modals to be styled using CSS. For example, ThickBox uses its own style sheet on top of the jQuery user interface style sheet, which is the case for most types of plug-ins. We suggest using modals for simple pages. Don't use modal with nested modals or nested pages and complex interactions like related actions or related content from the modal window. Simple pages are more effective as a user interface technique and cleaner from a technology perspective. The customer is responsible for licensing the third party software. Also, note that this is considered a customization and the customer is responsible for development and testing.
Other Mechanisms for Creating a Single Pane Experience
WorkCenters, Dashboards, and Activity Guides can be used with the Interaction Hub in a complimentary way. They can appear as tabs in the Hub, thus enabling the user to use the Hub for its proper purpose, and these other features for their intended purpose. After doing the typical HR Self-Service tasks, the user wants to get down to daily work, and uses WorkCenters and Dashboards for that. He navigates to these pages using the tabs.
WorkCenter framework is a feature that was delivered in PeopleTools 8.51. WorkCenter pages are a type of configurable PeopleSoft page that enable you to offer access to related transactions, analytics data, query results, and other PeopleSoft resources from one central location. You can organize the elements on WorkCenter pages based on processes, roles, or other business requirements that are specific to your organization. When carefully designed, WorkCenter pages bring together the PeopleSoft elements that your users access most when performing the tasks that comprise their primary responsibilities. As a result, WorkCenter pages promote productivity by minimizing the time users spend navigating between tasks. When users access WorkCenter pages, they are presented with pagelets, which contain links to components, analytics, query results, and other PeopleSoft resources.
An example of using the WorkCenter to provide a single pane guided process is the Life events Activity Guide (displayed in a WorkCenter) in the HCM 9.2 application:
Here the user launches the WorkCenter by selecting the “Life Events” link in the HCM Benefits menu. The registration for a life event such as marriage, birth, adoption, or divorce consists of a number of steps that the user must perform. These steps are encapsulated in an Activity Guide pagelet available in the left frame of the WorkCenter. The user clicks on the links on the pagelet or uses the navigation bar at the top of the transaction area to access and complete the various steps in the process. The links in the Activity guide pagelet open in the target frame on the right hand side. The PeopleTools Activity Guide feature can be used to create and publish an Activity Guide pagelet. The WorkCenter can be configured to have multiple pagelets on the left frame that open the links in the right target frame.
By using the WorkCenter the user...
- Is able to retain the context of the Life event process
- Is able to see the status of the various tasks
The WorkCenter left frame can contain any type of pagelet such as a Navigation Collection or PS Query based pagelet.
An example of a WorkCenter with a navigation collection pagelet is the “My Learning” WorkCenter that is available from ELM. In this WorkCenter,clicking on the links in the pagelet will open them in the target pane.
A WorkCenter dashboard is an extension of the WorkCenter, where the starting page is a dashboard that can be used to display pagelets containing key decision support information that is relevant to the tasks performed when using the WorkCenter. An example is the Contracts WorkCenter Dashboard delivered by PeopleSoft FSCM.
The PeopleSoft 9.2 Contracts WorkCenter gives contract administrators a tool to help them understand, prioritize, and execute their work significantly faster than ever before. The WorkCenter enables users to access various pages and keep multiple windows open while doing their daily work.
The Contracts dashboard is a collection of information summaries that enable users to monitor different objects and data. Multiple grids display various data, such as Top Five Contracts, Most Recent Contracts, and metrics. Users can select and edit required contracts from the Dashboard.
Thursday Oct 31, 2013
By Matthew Haavisto on Oct 31, 2013
We are pleased to announce that Oracle Secure Enterprise Search (SES) 188.8.131.52 is now available to PeopleSoft Customers on PeopleTools 8.53. The minimum PeopleTools Patch Version Required to adopt SES 184.108.40.206 is PeopleTools 8.53.06. This version of SES provides some important benefits for PeopleSoft Customers, particularly in the areas of platform support, distributed architecture support, and RAC support. You can get all the details on this update on My Oracle Support. This MOS document lists the fixes and configurations needed for PeopleTools certification of SES 220.127.116.11.
For other useful information on PeopleTools and SES, see this Oracle forum.
Wednesday Oct 30, 2013
By PeopleTools Strategy on Oct 30, 2013
If you were unable to attend Oracle Open World in September, you missed out on some important PeopleSoft messages. Don't despair! You now have a chance to receive an update on PeopleSoft’s presence at Oracle OpenWorld 2013 and the key messages delivered there.
You can view the “PeopleSoft Update and Roadmap” webcast found here on the Quest Users Group site. (Note: this is available with a FREE subscriber account. Anyone can sign up here at no cost.
This webcast recording presents the significant adoption and momentum behind PeopleSoft 9.2. Viewers will also learn about the new release model for continuously delivering new capabilities to PeopleSoft customers at a lower cost enabled by the new PeopleSoft Update Manager. There are also compelling live demonstrations of the major investment areas for PeopleSoft including a new PeopleSoft user experience enabling mobile solutions as well as In-Memory PeopleSoft applications.
You can also review all presentations in the Oracle Open World 2013 Content Catalog.
Tuesday Oct 15, 2013
By Matthew Haavisto on Oct 15, 2013
Wednesday Oct 02, 2013
By Matthew Haavisto on Oct 02, 2013
To support customers in those efforts, the PeopleSoft Applications User Experience team is excited to announce the release of the PeopleSoft User Experience (UX) Guidelines. The UX Guidelines contain information about the usage of key PeopleSoft components to create highly usable, efficient, and productive experiences for Oracle customers.
Several PeopleSoft customers participated in a survey in December 2012, which helped identify the following topics. These topics are covered in the first release of the guidelines:
- Guided Processes (Activity Guides)
- Pivot Grids
- Related Content
- Related Actions
- Modal and Mouseover Windows
Why do we need UX guidelines?
With PeopleTools 8.53 and the 9.2 PeopleSoft Applications, you will see more modern and visually appealing features delivered by PeopleSoft. With the help of UX guidelines, customers and partners can not only design and tailor their own user experience but also ensure consistency with features designed by PeopleSoft. The UX guidelines explain each topic in detail, display relevant images and provide usage guidelines.
UX Guidelines Examples
The following is an excerpt from the WorkCenter section:
The image below shows part of the Dashboard section:
Usage guidelines have been provided for all the other topics as well. PeopleSoft UX Guidelines will enable customers to design and tailor the ultimate user experience for their organization. Following the guidelines will ensure consistency across applications. The guidelines would also help in choosing the right pattern for any scenario. These guidelines will be periodically updated as PeopleSoft introduces new capabilities.
You can mail your feedback and suggestions to firstname.lastname@example.org
Friday Sep 20, 2013
By PeopleTools Strategy on Sep 20, 2013
This weekend kicks off a big week for PeopleSoft at Oracle Open World. In PeopleTools, we have a lot of great sessions prepared for you. The subjects for our sessions are wide ranging, but here are a few:
- Technology roadmaps
- Sessions on platforms, performance and life-cycle management including the new PeopleSoft Update Manager and virtualization
- User experience advances
- Getting up on our latest releases: 9.2 apps and 8.53 PeopleTools.
In addition, you'll hear from several customers on their successes with PeopleSoft technology. We are also bringing back the popular 'Meet the Experts', hands on labs, and panel discussions. Be sure to visit us on the Demo floor as well.
Of course there a some great keynotes and other general sessions, that, while not specific to PeopleSoft, will be of interest to PeopleSoft customers.
Visit this page for a pretty comprehensive list of PeopleTools and related sessions.
Tuesday Sep 17, 2013
By PeopleTools Strategy on Sep 17, 2013
PUM transforms the way customers manage their PeopleSoft applications. Customers have the ability to determine what maintenance to apply, when to apply it, and at any point can create a single change package to get current. The cost savings and strategic benefits this enables are significant.
While PUM delivers transformative value to customers and feedback from customers has been very positive, it represents a change in approach from how PeopleSoft has historically delivered maintenance. To avoid disruptive impact to upgrade and implementation plans, it is critical to understand and plan for the hardware, software, and procedural change that PUM represents.
If you are planning or executing a PeopleSoft 9.2 upgrade or implementation, it is important that you include PUM in your plans. Use the following resources:
- The PUM Home Page. Single site that contains all PUM related content, training, and image schedules, as well as links to all information mentioned below.
- PUM Video Feature Overview: If you don’t know what PUM is, start here.
- PUM Hardware and Software Requirements: See the Quick Start Guide (#9) and Using VirtualBox Images (#10) on the PUM Home Page. These two documents outline the hardware and software requirements for PUM.
- PUM Instructions and Best Practices: See all other documents and trainings on the PUM Home Page.
If you have any questions or need assistance please contact Oracle Support.
Tuesday Aug 27, 2013
By Matthew Haavisto on Aug 27, 2013
A VM demo image is now available on my.oracle.support on the PeopleSoft Demo Images home page. This is a central location for information regarding all PeopleSoft Demo Images. The PeopleSoft Interaction Hub image is for release 9.1/Revision 2.
This page contains all of the information needed for PeopleSoft Demo Images including the PeopleSoft Interaction Hub. PeopleSoft Demo Images are released on a regular schedule. The PeopleSoft Interaction Hub 9.1/R2 image is suitable for use in conference room pilots and demonstrations. This demo image replaces any OVM template that was previously released for PeopleSoft Interaction Hub 9.1.
The Demo Image Home page contains a wealth of information and documentation including installation instructions and related useful collateral.
Friday Jun 28, 2013
By Matthew Haavisto on Jun 28, 2013
Several questions have arisen about the deployment of SES and how to administer it and insure optimum performance. People have also asked about what versions are supported on various platforms. To address the most common of these questions, we are posting this list of tips.
SES 18.104.22.168 does not support some of the platforms supported by PeopleTools, such as Windows 2012 and AIX 7.1. However, PeopleSoft and SES can use different operating system platforms when SES is deployed on a separate machine.
SES 22.214.171.124 will have the required platform support for PT 8.53 in the future. We are planning to certify PT 8.53 once the testing is complete in 8.54 development and all platform support is released for 126.96.36.199.
We recommend running SES on a separate machine (from your apps) for two reasons:
1. SES bundles specific WebLogic, Java, and Oracle DB versions and might need different OS patches at a minimum than PeopleSoft. By having SES run on a different machine, these pre-requisites can be managed better through their lifecycle independenly for PeopleSoft and SES.
2. SES is resource intensive - it runs it's own WebLogic and Oracle database. By having SES run on its own machine, sufficient resources can be allocated to SES and free the PeopleSoft servers from impacts of SES load patterns.
We will be providing a comprehensive red paper covering PeopleSoft/SES administration in the near future, but until that is published, we'll post tips on this blog.
Thursday Jun 27, 2013
By Matthew Haavisto on Jun 27, 2013
The PeopleSoft Reconnect Conference is coming in July. This conference is run by Quest, and unlike other conferences, is focused specifically on PeopleSoft. You can learn about the conference and register here.
We have a lot of great sessions planned this year for both PeopleSoft applications and PeopleTools. Since this is the Tech blog, I'll highlight some of the PeopleTools and related technology sessions:
- PeopleSoft Technology Roadmap: Current Features and Future Plans
- PeopleTools Features for the Smart Functional User
- Mastering PeopleTools: Using the Peoplesoft Integration Network
- Mastering PeopleTools: Getting Started with PeopleSoft Update Manager
- Mastering PeopleTools: Putting Dashboards and Workcenters to Work for You
- Mastering PeopleTools: Exploiting PeopleTools Tips and Tricks
- PeopleSoft Administration Across the Enterprise
As you can see from this list, we're covering a broad range of topics that will appeal to everyone from your technical staff to savvy functional experts. And these are just the sessions that we in the Oracle/PeopleTools group are presenting. There are also dozens of valuable and interesting sessions being presented by customers and partners. You can view the entire program here.
We hope to see you there!
Monday Jun 10, 2013
By Matthew Haavisto on Jun 10, 2013
We've just published an updated version of our red paper on configuring a modern, web site-based user experience in PeopleSoft. (Available from My Oracle Support.) This version of the paper included capabilities from the latest release of the PeopleSoft Interaction Hub (9.1/Revsion 2). The paper is a practical guide for technical users, installers, system administrators, and programmers who implement, maintain, or develop applications for your PeopleSoft system. It provides guidance on on how to configure a contemporary user experience in PeopleSoft Interaction Hub, including the PeopleSoft Pure Internet Architecture and portal configuration.
This red paper presents the following topics:
Branding elements of the user interface.
Using Pagelet Wizard.
Using navigation collections.
Integrating with other PeopleSoft applications.
Using collaboration features.
In addition, the red paper includes sample code that can be used to achieve some of the user interface configuration.
Customers will find this user experience red paper compliments our other red paper on setting up the PeopleSoft Interaction Hub with PeopleSoft Applications.
This blog provides information to the PeopleSoft community, about PeopleSoft Technology, otherwise PeopleTools.
For information about PeopleSoft see the PeopleSoft Strategy Blog.
- PeopleSoft Information Portal Updated
- Updated Paper on High Availability for Oracle SES
- New PeopleSoft PeopleTools Training Courses Available
- Implementing High Availability for Oracle SES 188.8.131.52
- Creating a Launch Pad Experience with the PeopleSoft Interaction Hub and PeopleTools
- Secure Enterprise Search 184.108.40.206 Now Available for PeopleTools 8.53
- Did You Miss Open World? View this Roadmap Presentation
- Video 'How-To' Available for Activity Guides
- Oracle PeopleSoft Publishes User Experience Guidelines
- Oracle Open World is Here!