Tuesday Mar 01, 2016

Updated PeopleTools Performance Guidelines Red Paper Available

This performance tuning document is not a general introduction to environment tuning.  To use it, you should be experienced IT professionals with a good understanding of PeopleSoft System Administration. To take full advantage of the information covered in this document, we recommend that you have a basic understanding of system administration, basic Internet architecture, relational database concepts/SQL, and how to use PeopleSoft applications.

This document is not intended to replace the documentation delivered with the PeopleTools PeopleBooks. Many of the fundamental concepts related to PeopleSoft Internet Architecture are discussed in the following PeopleSoft PeopleBooks:

  • PeopleSoft Internet Architecture Administration (PeopleTools|Administration Tools|PeopleSoft Internet Architecture Administration)
  • Application Designer (Development Tools|Application Designer)
  • Integration Broker (Integration Tools|Application Messaging)
  • PeopleCode (Development Tools|PeopleCode Reference)
  • PeopleSoft Installation and Administration
  • PeopleSoft Hardware and Software Requirements

 

Additionally, we recommend that you read documentation on Oracle Application Server, BEA Weblogic/Tuxedo, and IBM Websphere. See your PeopleSoft Installation and Administration PeopleBooks for directions on accessing the Oracle, BEA, and IBM documentation.

Friday Feb 19, 2016

Tools - Only Upgrades for the Interaction Hub

Now that the Interaction Hub is on the Selective Adoption release process (like all PeopleSoft applications), some customers have been asking us about Tools-only upgrades for the Interaction Hub 9.1, and how that relates to taking maintenance and updates using PeopleSoft Update Manager (PUM).

Although it is possible to do a Tools-only upgrade to 8.55 and continue to use your earlier (non-PUM) release of the Interaction Hub 9.1, we don’t recommend this.  Issues will arise when you need to apply maintenance or any kind of update in the future.  Instead, we strongly recommend that you first move your Interaction Hub to the PUM baseline, then do your Tools upgrade.  This will make the process of taking fixes for Interaction Hub much easier going forward.  Taking subsequent Tools upgrades and Interaction Hub images will be simpler and go more smoothly once Interaction Hub is on PUM.

Note that this is no different than the process for other PeopleSoft applications.  Selective Adoption and PUM are the means for taking all maintenance and updates for PeopleSoft applications now, and Interaction Hub is part of that.  Selective Adoption and PUM are great new processes and tools that make taking maintenance and updates simpler and easier, so you should take advantage of that.

Image 2 of the Interaction Hub 9.1 is now available, and it has some exciting features that you may want to adopt.  So that is another reason to start using Selective Adoption and PUM.  The Update Manger home page has the information you need to perform to get your Interaction Hub on the PUM model.

There is a lot of great information on Selective Adoption on the PeopleSoft Info portal. 

Monday Dec 21, 2015

Simplified Analytics: Putting Power in the Hands of End Users

PeopleTools 8.55 is an important release with lots of exciting features.  We recently held a Partner Summit, where PeopleSoft Development and Strategy met with many of our implementation partners to describe and discuss the new capabilities of our products and the value they provide to customers.  One feature that garnered quite a bit of interest is our new Simplified Analytics feature.

Simplified Analytics is important because it puts reporting and analytic power in the hands of end users.  It enables users to generate ad hoc analytics in the context of transactions.  This can be tremendously valuable for a myriad of business processes.  For example, when a manager wants to give an employee a raise, they may want to analyze how that employee is currently compensated compared to peers in the same role and performance class.  Or suppose a person is working with suppliers and they want to determine which suppliers to use.  They may want to analyze suppliers’ performance, price, etc.  Simplified analytics can be valuable in so many transactions, the list is almost endless.  And again, end users can employ this feature without having to turn to technical experts to generate reports for them.

Let’s look at how this would work from the end user perspective for one of the use cases I mentioned above:  I am a manager who is planning to give one of my employees a raise, and need additional information to provide the appropriate amount.

As a manager, I use Related Actions to initiate a Salary Change for Rosanna, one of my subordinates.

This takes me to the transaction where I can provide the change, but I’m not sure how much to give Rosanna, so I create a new analytic in the related information section on the right side of the page.

This initiates the simple process for generating a Simplified Analytic.  Note that the analytic is contextually bound, so the results are generated for me as the user of the transaction in this context.  

It’s quite easy for me to create the analytic I want for my purpose with this guided process.  First, I’ll give my new analytic a name and determine how I want the data visualized.

In this case I’ve chosen a chart to render the output.  Next I’ll choose the data that I want.  Notice that the Manager name is already determined.  (Betty is the person I logged in as.) 

I can select or deselect fields until I have what I want.  

When I save the Analytic, it is presented to me using the visualization I chose earlier; in this case, a chart.

Note that I have row and column data, and other data is represented as facets.  Facets can be selected to filter the results, or I can drag data items to or from the Row and Column areas to slice and dice the analytic any way I wish.  It’s flexible and powerful.

In this case, I’ve dragged the Department field to the Row area, which changes the Analytic and gives me a new perspective on the information.

Now when I save the analytic, it appears in the related information area so I can run this any time I’m in this transaction.  The data is fresh and secure. 

If I’ve created an analytic that I want to use frequently and have at hand regardless of context, I can easily create a tile for it and add it to any of my home pages. 

Now the analytic appears as a tile, and I can run it easily any time from my home page. 

As you can see, creating simplified analytics is easy and fast for end users.  It is wonderfully useful, because users can get the information they need when they need it, without having to seek assitance from IT or reporting experts.  

Our applications teams will be delivering some simplified analytics with our products, so you will see some when you simply take upcoming PeopleSoft Update Images.  However, simplified analytics are easy to create, so you can provide them to your users wherever you see a need.  

Look for more posts on this topic.  We’ll also cover how to publish reports to make them available to other users, and we’ll show you how to set up simplified analytics to make them available for your end users. 

Friday Oct 23, 2015

Attending OpenWorld? Come and say HI!

We’re ready, are you??  As you plan your schedule for next week, please be sure to stop by PeopleTools booths at the Demogrounds area in Moscone West, first floor. The Demogrounds will be open Monday through Wednesday, and you’ll find us in 3 pods in section 3155. Rumor has it that we’re back in the far corner to attract traffic throughout the entire vendor fair. Do you have questions about Selective Adoption? The Fluid UI? PeopleSoft on the Cloud? Be sure to stop by.

We’ll also have our PeopleTools experts available to chat with you in the Meet the Experts hall on Wednesday at 1:45 - stop by Moscone West 3001A and get answers to your questions. We’re not trying to put the Support Center out of business, so DON’T bring your list of open SRs…but if you have some things you’ve been wondering about, run them past us - we’ll share our thoughts.

See you next week!

Monday Oct 19, 2015

Oracle Open World Less Than A Week Away!

Open World is Oracle's biggest and most important conference, and PeopleSoft/PeopleTools is well-represented again this year. The PeopleTools tech team is presenting many sessions on topics that we think you will find interesting and informative.  (This optimism is born out by the pre-registration numbers for the Tech sessions.)  Come visit us in the PeopleTools demo pods as well. 

We hope you will be attending Open World '15, and if you do, please consider coming to see us at these sessions:

SESSION TITLE DATE / TIME LOCATION
CON8596 PeopleSoft Developer: Tips and Techniques Monday, Oct 26
12:15
MW 3007
CON8203 Using PeopleSoft Fluid User Interface for Exceptional HR Self-Service Tuesday, Oct 27
11:00
Palace - Twin Peaks S
CON8585 PeopleSoft Technology Update Tuesday, Oct 27
4:00
MW 2008
CON8587 PeopleSoft’s User Experience Roadmap: It Is PeopleSoft Fluid User Interface Tuesday, Oct27
5:15
MW 3016
CON8598 Develop an Effective PeopleSoft Selective Adoption Strategy Wednesday, Oct 28
11:00
MW 3016
CON8591 PeopleSoft in the Cloud: PeopleSoft’s Cloud Deployment Architecture Wednesday, Oct 28
12:15
MW 3014
CON8600 Customer View: Adapting to Take Advantage of PeopleSoft Wednesday, Oct 28
3:00
MW 3016
CON8595 Putting It to Work: PeopleSoft Automated Configuration Manager Wednesday, Oct 28
3:00
MW 3014
CON8593 PeopleTools Security Features Wednesday, Oct 28
4:15
MW 3016
CON8592 Simplified Analytics: The Latest Generation of PeopleSoft Reporting Wednesday, Oct 28
4:15
MW 3014
CON8204 How to Make the Most of the PeopleSoft Selective Adoption Model Wednesday, Oct 28
4:15
Palace - Twin Peaks N
CON8602 PeopleTools Platform and Infrastructure Roadmap Thursday, Oct 29
9:30
MW 3016
CON8599 Putting It to Work: Rolling Out PeopleSoft’s Suite of Lifecycle Management Tools Thursday, Oct 29
10:45
MW 3016
CON8589 Putting It to Work: PeopleSoft Fluid User Interface Component Thursday, Oct 29
12:00
MW 3014
CON8588 Simplifying Complex Processes with New PeopleSoft Fluid User Interface Activity Guides Thursday, Oct 29
10:45
MW 3014
CON8594 Putting It to Work: Securing Your PeopleSoft Environment Thursday, Oct 29
12:00
MW 3016
CON8586 PeopleSoft Technology: Executive Panel Thursday, Oct 29
1:15
MW 3014
CON8590 Putting It to Work: Configuring a PeopleSoft Applications Cluster Thursday, Oct 29
2:30
MW 3014
CON8601 Putting It to Work: Getting the Most Out of PeopleSoft RESTful Services Thursday, Oct 29
2:30
MW 3016

Friday Oct 16, 2015

New PeopleTalk on Security

So it looks like I've gone mainstream!

I had the opportunity to have a talk with Marc Weintraub which has been posted on the PeopleSoft YouTube channel, here:

In this episode of PeopleSoft Talk, Marc talks with Greg Kelly about PeopleSoft security.
https://youtu.be/w9n00P2xJCE

Don't forget to review the links in the associated My Oracle Support document:
My Oracle Support - Useful PeopleSoft Security Links: DocID 2060772.1  https://support.oracle.com/epmos/faces/DocumentDisplay?id=2060772.1

 

See other videos on the PeopleSoft channel https://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg

__ 

Accessibility Guide Updated

We've updated the PeopleSoft Accessibility Guidelines for 8.54.  This guide is for people developing using PeopleTools, who want to insure that their designs conform to current accessibility standards.  The PeopleSoft Applications development teams employ these same guidelines.  You can download them from My Oracle Support:  https://mosemp.us.oracle.com/epmos/faces/DocumentDisplay?id=1941471.1   This document applies to the new Fluid User Interface.

PeopleSoft publishes our VPATs (accessibility conformance declarations) here.

General accessibility guidelines for PeopleSoft are documented here.

Wednesday Jul 29, 2015

Upgrade your SES Database From 11.2.0.3 to 11.2.0.4 for the PeopleSoft Search Framework - link fixed

An Oracle database Upgrade from 11.2.0.3 to 11.2.0.4 is available for Secure Enterprise Search (SES) with PeopleSoft.  This document on My Oracle Support (Document 2022818.1) provides step by step instructions for performing the upgrade.  Note that this upgrade is available for PeopleTools 8.53 or higher on Unix/Linux environments.

Tuesday Jul 14, 2015

Coming Soon - PeopleTools Customer Beta Program

The PeopleTools team continues to push forward, ever improving the features and capabilities of PeopleTools.  Recently, you may have seen some of the planned enhancements for PeopleTools 8.55 discussed on MyOracleSupport in the Planned Features and Enhancements area.  This document has replaced the Release Value Proposition that has been used previously to highlight features to look for in the upcoming PeopleTools release. 

There are a number of cool features that we’re working on, including the Cloud Deployment Architecture (CDA) which will provide greater flexibility in the installation and patching of environments.  Additional planned features include Analytics for PeopleSoft Update Manager (PUM), Fluid dashboards/homepages and Simplified Analytics….just to name a few.

 We plan to kick off the PeopleTools 8.55 Beta Program in the relatively near future, and have an opening for a customer who’s willing to closely partner with us.  If you are looking to get your hands on the next release so that you can thoroughly test out some of these features in your own environment to see the benefits, perhaps you are the one we’re looking for.  Does your team have the skills and desire to take beta code and run with it?  Can your organization get a standard beta trial license agreement signed promptly?  We want to work with a customer that’s going to dive in, and really exercise the new features - If that’s you, email me (mark.hoernemann@oracle.com) and let’s talk.  Please keep in mind that this is a small beta – I’ve only got room for one, maybe two customers.   

Friday May 22, 2015

Fluid UI Development Training Available

PeopleSoft's new Fluid user interface rocks.  The response from customers has been enthusiastic, and many would like to learn more about developing with Fluid.  Training is available from Oracle University both in classroom and live virtual training.  Note that Oracle University has scheduled classroom training in Belmont, California to correspond with our Open World conference at the end of October.  If you are planning to attend Open World, you have a great opportunity to attend this valuable training as part of your trip.

Tuesday May 05, 2015

Resources for Deploying Secure Enterprise Search in PeopleSoft

Many customers contact us for information on best practices for deploying the Secure Enterprise Search-based global search in PeopleSoft.  To assist with this, we've created a Knowledge Document in My Oracle Support that contains lots of useful information.  This document has links to the following subjects and more:

  • How to implement High Availability
  • Certifications
  • PeopleTools Online help for Search
  • Reference material like the Administrator's guide and the Installation guide
  • Performance guidelines
  • FAQs
This is a good place to start if you have questions about PeopleSoft Search or have run into difficulty in deployment.

Thursday Jan 15, 2015

Jumpstart Patch Application and Installs with PeopleTools Templates

PeopleTools OVM templates provide a great way for customers running current levels of PeopleTools to keep up to date with their PeopleTools middle tiers.  The templates provide a simplified method of rolling out new patches, allowing Oracle to bundle, patch, test and deliver all the required middle tier components such as Java, WebLogic, Tuxedo and the Oracle Linux operating system. Using the pre-built templates eliminates the possibility of downloading the wrong version, and/or missing a critical patch of one of the required components. Templates also significantly reduce the amount of time needed to locate, download, patch and test the individual elements of a PeopleTools environment. For customers that need to customize, the PeopleTools templates are a great starting point to create baseline custom templates.

PeopleSoft has produced middle tier templates with PeopleTools patches since PT 8.53.03.  These templates have been found on MyOracleSupport (MOS) Patches and Updates under the PeopleSoft Enterprise PeopleTools product category.

Until now, all templates produced were available for download.  Older templates include components that may have become stale over time. To ensure that only current environments are available, we now plan to make each patch level template available for no more than six months. This will allow customers enough time to download and use a template before environment components become out-of-date. The use of the patched templates allows customers to adopt PeopleTools maintenance faster and reduce the risk of encountering known bugs and security issues.

Should older patches be required, they will still be available via the traditional patching methods, in accordance with our documented Patch Policy.

Secure Enterprise Search (SES) for PeopleSoft templates are also made available on MOS. SES templates are intended to be a ‘black box’ or ‘appliance’ installation. As such, only the most current level of an SES template is available. This appliance is compatible with all PeopleTools levels used with PeopleSoft 9.2 applications.

As new SES templates come out, they REPLACE the previous version found on MOS.

For information on the PeopleTools middle tier templates for Oracle Linux and Exalogic, SES templates and PeopleSoft update images, please see Oracle’s PeopleSoft Virtualization Products.

Additional Information:
Oracle VM Templates for PeopleSoft White Paper
PeopleSoft Virtual Machine Templates for Exalogic Red Paper

Friday Dec 19, 2014

Important! PeopleTools Requirements for PeopleSoft Interaction Hub

The PeopleSoft Interaction Hub* follows a release model of continuous delivery.  With this release model, Oracle delivers new functionality and enhancements on the latest release throughout the year, without requiring application upgrades to new releases.

PeopleTools is a critical enabler for delivering new functionality and enhancements for releases on continuous delivery.  The PeopleTools adoption policy for applications on continuous release is designed to provide reasonable options for customers to stay current on PeopleTools while adopting newer PeopleTools features. The basic policy is as follows:

Interaction Hub customers must upgrade to a PeopleTools release no later than 24 months after that PeopleTools release becomes generally available.  

For example, PeopleTools 8.53 was released in February 2013. Therefore, customers who use Interaction Hub will be required to upgrade to PeopleTools 8.53 (or newer, such as PeopleTools 8.54) no later than February 2015 (24 months after the General Availability date of PeopleTools 8.53). As of February 2015, product maintenance and new features may require PeopleTools 8.53. 

Customers should start planning their upgrades if they are on PeopleTools releases that are more than 24 months old.  See the Lifetime Support Summary for PeopleSoft Releases (doc id 1348959.1) in My Oracle Support for details on PeopleTools support policies.

* The PeopleSoft Interaction Hub is the latest branding of the product.  These support guidelines also apply to the same product under the names PeopleSoft Enterprise Portal, PeopleSoft Community Portal, and PeopleSoft Applications Portal.


Monday Nov 10, 2014

PeopleTools/Interaction Hub Dependencies Doc--Updated for Revision 3

The latest version (Revision 3) of the PeopleSoft Interaction Hub is now available.  Since Hub Revisions are aligned with PeopleTools releases, we provide a doc that helps explain how the Hub can best be implemented to take advantage of PeopleTools features.  This document contains information on how new customers can install PeopleSoft Interaction Hub and existing PeopleSoft Interaction Hub customers can apply PIH 9.1 Revision 3 functionality if they are on an earlier version. It also describes the general upgrade process within the Revision model, and how customers can expect this to work with subsequent revisions, maintenance packs, and bundles.

The document is available on the Portal Solutions home page in Oracle Support.


Tuesday Oct 07, 2014

General Availability announcement for Oracle Application Management Pack 12.1.0.2.0 for PeopleSoft


Oracle PeopleSoft is pleased to announce the General Availability of Oracle Application Management Pack 12.1.0.2.0 for PeopleSoft

Oracle Application Management Pack, or AMP, is also known as Oracle PeopleSoft Plug-in for Oracle Enterprise Manager. Oracle PeopleSoft Plug-in Is licensed as part of Application Management Suite for PeopleSoft.

This release of Application Management Pack supports PeopleTools Releases 8.54, 8.53 and 8.52.

Here are some of the new features of Application Management Pack for PeopleSoft:

System Management Enhancements

Administration/Configuration/Monitoring:

· New ADF Based UI: All the Administration/Configuration and Monitoring UI is available now on ADF UI with advanced dashboards.

· Improved PeopleTools System Discovery: Allows user to discover the PeopleTools Database from one of the PeopleTools/Tuxedo Domain Targets.

· New Aggregate Target Homes: Aggregate Target Home pages eases Inter Target Navigation for users. Also comes with new menu based navigation, helping users to navigate within PeopleTools Targets with less hops.

· Configuration Comparison Templates: Configuration comparison templates allow customers to compare configurations of two or more PeopleTools environments.

· Diagnostic Framework: Enables users to collect extensive diagnostic log, leading to faster resolution to Target Discovery/Configuration and Monitoring issues.

· Performance Monitoring: PeopleTools customers will now be able Proactively monitor the targets using new JMX enabled Monitoring Metrics.

Change Management Enhancements

· Cloning: Supports cloning of Web Server and Application Server Domain Configurations.

Release Details

Downloading PeopleSoft Application Management Suite

PeopleSoft Application Management Suite can be downloaded from Oracle Software Delivery Cloud by using following instructions:

1. Go to the Oracle Software Delivery Cloud site.

2. Choose a language and click Continue.

3. Answer export validation questions.

4. Select PeopleSoft Enterprise from the list of product/media packs.

5. Choose Respective Platform and click Go.

6. Select Oracle Application Management Suite 1.0.0.5.0 for PeopleSoft from the list and click on Continue.

7. Select PeopleSoft Application Management Plug-in 12.1.0.2 for Oracle Enterprise Manager 12c and download.

Note: Starting with Enterprise Manager 12c customers can download and install the application management pack as Self Update from EM store. For more details on the EM Store and the Self Update feature, see the Oracle Enterprise Manager Cloud Control Administrator's Guide.

Supported Releases and Platforms

The following Oracle Enterprise Manager Cloud Control releases, PeopleTools releases, and platforms are supported:

  • Oracle Enterprise Manager Cloud Control 12c Release 3 (12.1.0.3.0)
  • Oracle Enterprise Manager Cloud Control 12c Release 4 (12.1.0.4.0)
  • PeopleTools Release 8.54
  • PeopleTools Release 8.53
  • PeopleTools Release 8.52
  • Supported Platforms: Oracle Application Management Pack for PeopleSoft is available on Linux, IBM AIX, Oracle Solaris, and HP-UX Itanium and Windows. For a complete list of supported platforms and operating systems, refer to the certification pages of PeopleTools. Also, for a complete list of Enterprise Manager supported platforms and operating systems, refer to the certification pages of Oracle Enterprise Manager.

Installing Oracle Application Management Pack for PeopleSoft Release 12.1.0.2.0

Installation and Implementation Guides are available on OTN and on OSDC.

  • PeopleSoft Application Management Plug-in 12.1.0.2.0 for Oracle Enterprise Manager 12c Install Guide is available on Part No - E57421-01.
  • PeopleSoft Application Management Plug-in 12.1.0.2.0 for Oracle Enterprise Manager 12c Implementation Guide is available on Part No - E55343-01.
  • The Oracle Application Management Pack PeopleSoft can be downloaded and installed by using the Self Update feature of Oracle Enterprise Manager.
    Please refer to the following documentation to understand more about the Self Update Feature:
    Oracle® Enterprise Manager Cloud Control Administrator's Guide

Thursday Sep 18, 2014

PeopleTools Simplifies Internet Explorer Certifications

With the GA of PeopleTools 8.54 a couple months ago, customers have been reviewing the certification requirements for PeopleTools 8.54 as they plan their upgrades.  A number of questions have come up recently dealing with certified browsers.  Just last month, I blogged about the Internet Explorer requirements required to support the new Fluid UI.

We’ve made a change recently to simplify the Internet Explorer browser environment for PeopleTools.  Oracle has moved to model where we will support all of the operating systems that Microsoft supports for a particular release of IE.  When the certification details are reviewed on the Certifications tab in MyOracleSupport, we will no longer call out each of the supported operating systems.

Following this change, I’ve received some additional browser related inquiries.  Some customers were hoping that this would mean Windows XP could hang around in their environment a bit longer.  A question was raised as to whether or not we would support PeopleSoft running IE 11 on Windows XP. Yes, that’s the operating system that was released back on Oct 25, 2001.  The very simple answer is a very firm ‘NO’.  Microsoft’s mainstream support for Windows XP ended back in 2009, and extended support ended in of April of this year.  Microsoft is even attempting to make it clear that XP is dead.  PeopleSoft can’t support dead operating systems.

New IE browser releases will continue to require explicit certification testing prior to certification – at least for now.  When a new release is certified, it will be certified across all operating systems that Microsoft supports the release with mainstream support. 

Do you have a question on browser certifications?  For this or other platform certification questions, be sure to attend PeopleTools Roadmap – Platforms (session CON7590) at Openworld on Wednesday, Oct 1, at 12:45 in Moscone West - room 2022.  See you there!

Monday Sep 08, 2014

Learn More About PeopleSoft Activity Guides at Open World

PeopleSoft activity guides offer a wonderful means to guide your users through complex or infrequently performed business processes.  PeopleSoft applications deliver some great activity guides out of the box, but you can also configure your own quickly and with little effort using the PeopleTools Activity Guide Framework.  We'll be presenting a session at Oracle Open World '14 dedicated to Activity Guides.  Come to our session to see some of the activity guides that we deliver.  

We'll also demonstrate how to configure your own using the new Activity Guide WorkCenter in PeopleTools 8.54.

Interested in how Activity Guides will look in the new Fluid User Experience?  We'll provide a preview of that as well.

If you would like to improve user satisfaction and productivity while reducing the need for training and support, come to this session:

Session ID: CON7570
Session Title: PeopleSoft Activity Guides: Simplifying a Complex Process
Venue / Room: Moscone West - 2022
Date and Time: 9/30/14, 10:45 - 11:30

Monday Aug 18, 2014

Developing with Fluid UI – The Fluid Home Page

The first place to start with Fluid UI is with the Fluid Home Page. Sometimes it’s referred to as the landing page, but it’s formally called the Fluid Home Page. It’s delivered with PeopleTools 8.54, and the nice thing about it is, it’s a component. That’s one thing you’ll discover with Fluid UI. Fluid UI is built int PeopleTools with Fluid UI. The Home Page is a component, the tiles or grouplets are group boxes, and the search and prompt pages are just pages. It makes it easy to find things, customize and brand the applications (and of course to see what’s going on) when you can open it in AppDesigner.

To see what makes a component fluid, let’s start with the Fluid Home Page. It’s a component called PT_LANDINGPAGE. You can open it in AppDesigner and see what’s unique and different about Fluid UI. If you open the Component Properties dialog, you’ll see a new tab called Fluid


On the Component Properties Fluid tab you’ll see the most important checkbox of all, Fluid Mode. That is the one flag that will tell PeopleSoft if the component is Fluid (responsive, dynamic layout) or classic (pixel perfect). Now that you know it’s a single flag, you know that a component can’t be both Fluid UI and Classic at the same time, it’s one or the other.

There are some other interesting fields on this page. The Small Form Factor Optimized field tells us whether or not to display this on a small device (think smarphone). Header Toolbar Actions offer standard options that are set at the component level so you have complete control of the components header bar.

You’ll notice that the PT_LANDINGPAGE has got some PostBuild PeopleCode. That’s to build the grouplets that are used to launch Fluid UI Pages (more about those later). Probably not a good idea to mess with that code!

The next thing to look at is the Page Definition for the PT_LANDINGPAGE component. When you open the page PT_LANDINGPAGE it will look different than anything you’ve ever seen. You’re probably thinking “What’s up with all the group boxes”? That is where Fluid UI is so different. In classic PeopleSoft, you put a button, field, group, any control on a page and that’s where it shows up, no questions asked. With Fluid UI, everything is positioned relative to something else. That’s why there are so many containers (you know them as group boxes). They are UI objects that are used for dynamic positioning.

The Fluid Home Page has some special behavior and special settings. The first is in the Web Profile Configuration settings (Main Menu->PeopleTools->Web Profile->Web Profile Configuration from the main menu). There are two checkboxes that control the behavior of Fluid UI. Disable Fluid Mode and Disable Fluid On Desktop.


Disable Fluid Mode prevents any Fluid UI component from being run from this installation. This is a web profile setting for users that want to run later versions of PeopleTools but only want to run Classic PeopleSoft pages. The second setting, Disable Fluid On Desktop allows the Fluid UI to be run on mobile devices such as smartphones and tablets, but prevents Fluid UI from running on a desktop computer.

Fluid UI settings are also make in My Personalizations (Main Menu->My Personalizations from the Main Menu), in the General Options section. In that section, each user has the choice to determine the home page for their desktop and for tablets.


Now that you know the Fluid UI landing page is just a component, and the profile and personalization settings, you should be able to launch one. It’s pretty easy to add a menu using Structure and Content, just make sure the proper security is set up. You’ll have to run a Fluid UI supported browser in order to see it. Latest versions of Chrome, Firefox and IE will do. Check the certification page on MOS for all the details.


When you open the first Fluid Landing Page, there’s not much there. Not to worry, we’ll get some content on it soon. Take a moment to navigate around and look at some of the header actions that were set up from the component properties. The home button takes you back to the classic system. You won’t see any notifications and the personalization doesn’t have any content to add. The NavBar icon on the top right has a lot of content, including a Navigator and Classic home. Spend some time looking through what’s available.

Stay tuned for more. Next up is adding some content.

Thursday Aug 14, 2014

PeopleTools 8.54 – New Functionality, New Browser Releases

PeopleTools 8.54 has numerous enhancements to offer, but it does have some browser requirements that go along with it as well.  As customers look at the much improved user interface along with other enhancements being delivered in PeopleTools 8.54, they will look to take advantage of the release and plan their upgrade.  As they plan, diligent customers will review certifications and notice that PeopleTools 8.54 certifies only newer browser releases.  For Internet Explorer, IE 9 is the absolute minimum for the Classic UI, and IE 11 (or higher) is required to take advantage of the new Fluid UI.  As they continue to prepare for the upgrade, some may discover that they have older applications that have hard requirements for a less than current IE release.  Can you say IE 8?  I have come across a couple scenarios already where customers have that one critical application that hasn’t been updated in 5+ years and requires the use of IE 8; it can’t work with IE9 or above.  Another situation I’ve seen is where a customer isn’t scheduled to roll out IE 9 (or above) to their user base prior to their scheduled go live date.

As they evaluate options, some customers facing this situation are able to implement a dual browser environment using Chrome or Firefox for PeopleSoft, and an older IE browser required for antiquated applications.  Other customers have begun to ask what PeopleTools functionality might simply not work if they decide to move forward with an uncertified browser environment.  Since we test our software with certified browser combinations, we sometimes aren’t sure which features might be partially supported by older browsers, and which simply won’t work.

The problem is that older versions of Internet Explorer simply did not contain the functionality that current browsers have.  While those versions render HTML and CSS content, they often do so in very specific, non-standard fashion.  A state of the art application like PeopleSoft relies on rich functionality implemented in the latest versions of the HTML and CSS standards.  PeopleSoft utilizes AJAX and the latest accessibility suggestions as outlined in the Web Accessible Initiative – Accessible Rich Internet Applications Suite (WAI-ARIA).  IE 8 and previous browsers were not designed to support this functionality adequately, and cannot deliver the performance that modern browsers do.

We expect that the following areas would be problematic if using IE 8 or (gulp) something older with the Classic UI.  Of course, Fluid UI functionality will not work.

  • Layout issues
  • Nonfunctional breadcrumbs
  • Accessibility problems
  • Performance issues
  • Problematic charts and graphs
  • Mobile Application Platform (MAP)

Note that there are almost certainly other issues that would arise from the use of outdated and uncertified browsers.

As you make plans to roll out the best release of PeopleTools yet, we STRONGLY recommend that you use only certified environment components.  We test and certify environments for a reason - so that we can find as many issues as possible, before you do.  Should you find a bug we missed, our Support organization stands ready to assist you in obtaining a resolution in your certified environment.  We want your roll out to be as smooth as possible - take advantage of our testing and give your users the best experience available.

Friday Jul 18, 2014

Developing with Fluid UI

The Fluid UI is one of the most exciting new features PeopleSoft has delivered in years.  With Fluid UI, app developers build responsive user interfaces that run on smartphones, mini tablets, tablets and even desktops/laptops using the same PeopleTools components, pages, records and peoplecode they’ve been using for years.  There’s one difference, with classic PeopleSoft, the UI is pixel perfect, meaning what you see on the page is exactly what you built in page designer.  With Fluid UI the contents of a page is based on styles, and may change depending on the size of the device.  It’s all still HTML, just a new way of laying out the fields.

PeopleSoft is gearing up for this big change and will deliver a new set of responsive, mobile ready applications soon.  In keeping with PeopleSoft's continuous delivery strategy, the new content will be delivered in a PUM instance, available on the 9.2 product line.

A lot of developers from customers and partners will want to get up to speed and become familiar with how Fluid UI works.  An easy path is to wait until the application content is available, and use that content to learn from.  For those that just can’t wait,  we’ll start a mini-blog series that shows you how to build your first Fluid component.  Stay tuned.  We’re off to talk about the great new features of 8.54 at Reconnect in Chicago, but after that we’ll begin showing you how it all works.

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This blog provides information to the PeopleSoft community, about PeopleSoft Technology, otherwise known as PeopleTools.

For the PeopleSoft Applications blog see the PeopleSoft Strategy Blog.

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