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PeopleTools I January 200 4 STU-400-844 F OR I NTERNAL U SE Student Guide O

PeopleTools I

January 2004

STU-400-844

FOR

INTERNAL

USE

Student Guide

ONLY!

PeopleSoft PeopleTools 8.44

PeopleTools I

STU-400-844

Restricted Rights

Copyright 2004 PeopleSoft, Inc.

All rights reserved.

All material contained in this document is proprietary and confidential to PeopleSoft, Inc. and is protected by copyright laws. No part of this document may be reproduced, stored

in a retrieval system, FOR or transmitted in any form or by any means, including, but not

limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without

the prior written permission of PeopleSoft, Inc.

This document is subject to change without notice, and PeopleSoft, Inc. does not warrant

INTERNAL

that the material contained in this document is free of errors. Any errors found in this

document should be reported to PeopleSoft, Inc. in writing.

PeopleTalk and “People power the internet.” are trademarks; and PeopleSoft, the

PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, Vantive, Vantive

USE

Enterprise and Red Pepper are registered trademarks of PeopleSoft, Inc. All other

trademarks mentioned in this document are the property of their respective owners.

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Preface

Lesson 1

Lesson 2

Lesson 3

Lesson 4

Lesson 5

Lesson 6

C ONTENTS

PeopleTools I Typographical Conventions and Visual Cues

Related

Documentation

Course

Overview

Course Objectives

Agenda:

Technology Overview

FOR

INTERNAL

Describing PeopleSoft Application Development Methodology

Describing the PeopleSoft Application Designer

Finding Information About PeopleSoft Application Designer in PeopleBooks

Navigating PeopleSoft USE Applications

Navigating PeopleSoft Applications

Activity 1: Using Basic Navigation Tools Using Search Pages

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Activity 2: Using Search Pages

Identifying Definitions

Entering and Modifying Data

Activity 3:

Finding Information Using PeopleBooks Activity 4: Finding Information Using PeopleBooks

Entering Data

Explaining PeopleSoft Architecture Describing PeopleSoft Databases

Activity 5:

Explaining Data Transfer in PeopleSoft Internet Architecture

Activity 6:

Identifying Requirements for the Development Environment

Activity 7:

Examining PeopleSoft Databases

Explaining Data Transfer in PeopleSoft Internet Architecture

Identifying Requirements for the Development Environment

Organizing Data Normalizing Data Describing Relational Data Models

Activity 8:

Reading Data Models

Normalizing Flat Data

Validating Data Describing Prompt Tables Using Effective Dating

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PeopleTools I

Contents

Lesson 7

Lesson 8

Lesson 9

Lesson 10

Activity 9:

Comparing Validation Types

Activity 10:

Explaining Tableset Sharing

Activity 11:

Using Effective Dating

Viewing and Entering Prompt Values

Determining Validation Strategies

Developing Applications by Using the Eight Steps Describing the PeopleSoft Application Development Process Describing the PeopleSoft Application Designer Interface

Activity 12:

Organizing Definitions FOR in a Project

Activity 13:

Using the PeopleSoft Application Designer

Organizing Definitions in a Project

Designing the Application

Planning the Application

INTERNAL

Choosing Design Participants

Determining Functional Specifications

USE

Activity 14:

Determining Functional Specifications

Activity 15:

Determining Technical Specifications

Describing the Training Application

Defining Fields

Discussing Fields in PeopleSoft Applications

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Examining Field Definitions

Identifying Field Definition Types and Properties

Activity 16:

Creating Field Definitions

Activity 17:

Assigning Translate Values

Creating Field Definitions for the Course Application

Activity 18:

Creating Translate Values

Activity 19:

Creating Field Definitions

Creating Record Definitions Explaining Record Definitions Accessing Record Definition Displays Accessing Record Definitions Displays

Activity 20:

Configuring Record Definition Properties

Activity 21:

Configuring Record Field Use Properties

Activity 22

Configuring Record Field Edits Properties

Activity 23:

Creating a Record Definition

Accessing Record Definitions Displays

Examining Record Definition Properties

Configuring Record Field Use Properties

Examining Record Field Edits Properties

Activity 24:

Creating a Record Definition

Activity 25:

Creating the T1_COURSE_MATL Record Definition

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Contents

PeopleTools I

Lesson 11

Lesson 12

Lesson 13

Lesson 14

Building SQL Tables Describing the Relationship Between Record Definitions and Application Data Tables

Activity 26:

Building Application Data Tables

Activity 27:

Viewing Table Indexes

Analyzing PeopleSoft Tables

Building Application Data Tables

Activity 28:

Viewing Indexes in a Table

Activity 29:

Building the PS_T1_COURSE_MATRL Table

Creating Page Definitions FOR

Identifying Page Design Principles

Identifying Page and Page Control Properties

Activity 30:

Identifying Page and Page Control Properties

Adding Page Controls to a Page

Activity 31:

INTERNAL

Adding Page Controls to a Page

Creating Page Definitions

Activity 32:

Implementing Scroll Areas and Grids

Activity 33:

Activity 34:

Finalizing Page Design and Layout

Activity 35:

Activity 36:

Creating USE Page Definitions

Implementing Scroll Areas

Implementing Scroll Areas and Grids

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Finalizing Page Design and Layout

Building the Course Materials Page

Defining Components Identifying Component Definition Basics

Activity 37:

Defining General and Use Properties Defining Internet Properties Building New Components

Identifying Component Definition Basics

Activity 38:

Building a Component Definition

Activity 39:

Building the T1_COURSE_MATL Component

Registering Components Explaining Component Registration Examining Menu Definitions

Activity 40:

Identifying PeopleSoft Security Basics

Activity 41:

Navigating the Portal Registry

Activity 42:

Planning Component Registration Registering the Component

Activity 43:

Examining Menu Definitions

Identifying PeopleSoft Security Basics

Navigating the Portal Registry

Registering the Component

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PeopleTools I

Contents

Lesson 15

Lesson 16

Lesson 17

Lesson 18

Lesson 19

Activity 44:

Registering the T1_COURSE_MATL Component

Testing an Application Creating and Analyzing Test Plans

Activity 45:

Testing Applications

Activity 46: Testing Applications Troubleshooting Common Issues

Activity 47:

Creating and Analyzing Test Plans

Testing More of the Training Application

Editing the Registry Structure

FOR

Discussing Content Organization in PeopleTools 8.44 Navigation

Activity 48:

Creating Folders

Activity 49:

Examining the Portal Registry

INTERNAL

Moving Folders or Content References

USE

Deleting Folders in the Portal Registry

Creating Folders in the Portal Registry

Moving Folders or Content References to New Parent Folders

Activity 50:

Deleting Folders

Activity 51:

Activity 52:

Working with Folders in the Portal Registry

Creating Menu Definitions

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Describing the Purpose of a Menu

Locating a Component on a Menu

Editing Menu Item Labels

Activity 53:

Creating Menu Definitions

Activity 54:

Editing Menu Item Labels

Creating a Menu Definition

Analyzing the Impact of Design Changes Determining Relationships Among Definitions

Activity 55:

Synchronizing Record Definitions and Database Tables

Activity 56:

Incorporating Upgrades in the Development Strategy

Determining Relationships Among Definitions

Synchronizing Record Definitions and Database Tables

Building Applications Designing an Application

Activity 57:

Creating Data Structures

Activity 58:

Creating User Interfaces

Activity 59:

Testing Applications

Activity 60:

Designing an Application

Creating Data Structures

Creating User Interfaces

Testing the Application

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Contents

PeopleTools I

Lesson 20

Lesson 21

Lesson 22

Lesson 23

Lesson 24

Appendix A

Searching Applications by Using the Verity Search Engine Describing and Performing a Verity Search

Activity 61:

Generating a Registry Search Collection

Activity 62:

Adding Keywords to a Search Collection

Activity 63:

Performing a Verity Search

Generating a Registry Search Collection

Implementing a Verity Search Collection

Performing Data Audits Discussing Advantages and Disadvantages of Implementing Audits

Implementing Field Level FOR Audits

Activity 64:

Implementing Record Level Audits

Activity 65:

Performing a Field-Level Audit

Implementing Record Level Audits

INTERNAL

Exporting USE Projects

Importing Projects

Importing and Exporting Projects

Describing How Projects Transport Definitions Between Databases

Exporting Projects

Activity 66:

Importing Projects

Activity 67:

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Final Course Activity

Activity 68:

Creating a Course Evaluation Application

Course Review

Completed Objectives

Navigating a PeopleSoft Application Describing the Elements of the PeopleSoft Internet Architecture Describing PeopleSoft Data Organization and Validation Implement the Eight Step Process of Application Development Describing Additional Application Development Considerations Performing Searches and Audits of Application Data Organizing Definitions into Projects

Curriculum Map

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PeopleTools I

Contents

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Preface

PeopleTools I

Typographical Conventions and Visual Cues

FOR

This section discusses:

Typographical conventions.

Visual cues.

INTERNAL

Typographical Conventions

This table contains the typographical conventions that are used in this guide:

USE

Typographical Convention

Description

Bold

Indicates PeopleCode function names, method names, language

 

ONLY!

constructs, and PeopleCode reserved words that must be included

literally in the function call.

Italics

Indicates field values, emphasis, and PeopleSoft or other book-

length publication titles. In PeopleCode syntax, italic items are placeholders for arguments that your program must supply.

We also use italics when we refer to words as words or letters as letters, as in the following: Enter the letter O.

KEY+KEY

 

Indicates a key combination action. For example, a plus sign (+) between keys means that you must hold down the first key while you press the second key. For ALT+W, hold down the ALT key while you press the W key.

Monospace font

 

Indicates a PeopleCode program or other code example.

“ ” (quotation marks)

 

Indicate lesson and chapter titles in cross-references and words that are used differently from their intended meanings.

.

(ellipses)

Indicate that the preceding item or series can be repeated any number of times in PeopleCode syntax.

{ } (curly braces)

 

Indicate a choice between two options in PeopleCode syntax. Options are separated by a pipe ( | ).

[ ] (square brackets)

 

Indicate optional items in PeopleCode syntax.

& (ampersand)

 

When placed before a parameter in PeopleCode syntax, an ampersand indicates that the parameter is an already instantiated object.

 

Ampersands also precede all PeopleCode variables.

PeopleTools I

Preface

Visual Cues

Training courses contain the following visual cues.

Notes

Notes indicate information that you should pay particular attention to as you work with the PeopleSoft system.

Note. Example of a note.

If the note is preceded by Important!, the note is crucial and includes information that

concerns what you must FOR do for the system to function properly.

Important! Example of an important note.

Warnings

INTERNAL

Warnings indicate crucial configuration considerations. Pay close attention to warning

messages.

USE

Warning! Example of a warning.

Cross-References

Training guides provide cross-references either under the heading “See Also” or on a

ONLY!

separate line preceded by the word See. Cross-references lead to other documents, such

as PeopleBooks, that are pertinent to the immediately preceding documentation.

Example:

to the immediately preceding documentation. Example: Example of cross-reference to a PeopleBook Related

Example of cross-reference to a PeopleBook

Related Documentation

PeopleSoft applications are documented in PeopleBooks, which are delivered on the PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks through the Documentation section of the PeopleSoft Customer Connection website. You can find updates and additional documentation for each release on the PeopleSoft Customer Connection website.

See Also

PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.asp

Lesson 1

Course Overview

Course Objectives

By the end of this course, FOR you will be able to:

Describe PeopleSoft application design and the technology behind this process.

Navigate a PeopleSoft application.

INTERNAL

Describe the elements of the PeopleSoft Internet Architecture.

Describe PeopleSoft USE data organization and validation.

Implement the eight steps of application development.

Describe additional application development considerations.

ONLY!

Perform searches and audits of application data.

Organize definitions into projects.

Demonstrate competence in PeopleSoft application development methodology.

Slide 3

Student Notes

Course Overview

Lesson 1

Agenda: Day One

On day one, we will provide an overview of the course content and discuss these topics:

Slide 4

Student Notes

Navigating PeopleSoft Applications.

Describing the PeopleSoft Internet Architecture.

Organizing Data.

Implementing the Eight FOR Steps of PeopleSoft Application Development.

Validating Data.

INTERNAL

USE

ONLY!

Lesson 1

Course Overview

Agenda: Day Two

On day two, we will discuss these topics:

Designing the Application.

Creating Field Definitions.

Slide 5

Student Notes

Creating Record Definitions.

Building the Table.

FOR

INTERNAL

USE

ONLY!

Course Overview

Lesson 1

Agenda: Day Three

On day three, we will discuss these topics:

Creating Page Definitions.

Creating Component Definitions.

Slide 6

Student Notes

Registering the Component.

Testing the Application.

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Lesson 1

Course Overview

Agenda: Day Four

On day four, we will discuss these topics:

Editing the Registry.

Creating Menu Definitions.

Describing Design Considerations and Impact Analysis.

Slide 7

Student Notes

Reviewing Application Development.

FOR

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Course Overview

Lesson 1

Agenda: Day Five

On day five, we will discuss these topics:

Slide 8

Student Notes

Describing the Verity Search Engine.

Performing Data Audits.

Importing and Exporting Projects.

Final Course Activity.

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Lesson 2

Technology Overview

Objectives

Slide 10

Student Notes

By the end of this lesson, FOR you will be able to describe:

PeopleSoft application development methodology

PeopleSoft Application Designer

INTERNAL

Find information about the PeopleSoft Application Designer in PeopleBooks.

USE

ONLY!

Technology Overview

Lesson 2

Describing PeopleSoft Application Development Methodology

PeopleSoft application development is a four-phase process that introduces you to creating applications in the PeopleSoft environment. The phases are:

Slide 11

Student Notes

Planning the application

Building the data structures

Building the user interface

Testing the application

FOR

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Lesson 2

Technology Overview

Describing PeopleSoft Application Development Methodology (continued)

Phase 1, the planning phase, is the most important phase of development. Elements of planning include:

Slide 12

Student Notes

Design analysis

Fit-gap analysis

Cost analysis

Resource analysis

FOR

Contingency analysis

INTERNAL

USE

ONLY!

Technology Overview

Lesson 2

Describing PeopleSoft Application Development Methodology (continued)

In phase 2, the data design phase, you begin building the data structures phase. Elements of data design include:

Slide 13

Student Notes

Create field definitions

Create record definitions

Build SQL tables

FOR

INTERNAL

USE

ONLY!

Lesson 2

Technology Overview

Describing PeopleSoft Application Development Methodology (continued)

In phase 3, the user interface phase, you begin building the user interface structures. Elements of user interface phase include:

Slide 14

Student Notes

Create page definitions

Create component definitions

Set up user navigation

Set up user security

FOR

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Technology Overview

Lesson 2

Describing PeopleSoft Application Development Methodology (continued)

In phase 4, the testing phase, you verify the data structures and user interface. Elements of data design include:

Slide 15

Student Notes

Verify navigation

Verify security

Enter and verify data

FOR

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Lesson 2

Technology Overview

Describing the PeopleSoft Application Designer

Use the PeopleSoft Application Designer to complete most development tasks in a PeopleSoft environment. The Application Designer performs many development tasks including:

Slide 16

Student Notes

Creating all definitions used in a PeopleSoft environment.

Creating PeopleCode programs.

Creating Application FOR Engine programs.

Creating internet workflow.

Integrating products.

INTERNAL

USE

ONLY!

Technology Overview

Lesson 2

Describing the PeopleSoft Application Designer (continued)

Some development tasks that you do not perform in the Application Designer are:

Slide 17

Student Notes

Setting up Definition Security

Creating queries

Creating SQR programs

Modifying COBOL FOR programs

Running PeopleSoft Data Mover scripts

INTERNAL

USE

ONLY!

Lesson 2

Technology Overview

Describing the PeopleSoft Application Designer (continued)

In this course, you use the PeopleSoft Application Designer to complete each of your development requirements. You will use the PeopleSoft Application Designer to:

Slide 18

Student Notes

Create field definitions.

Create record definitions.

Build the SQL tables. FOR

Create page definitions.

Create component definitions.

INTERNAL

Set up component navigation.

Set up user security.

USE

ONLY!

Technology Overview

Lesson 2

Finding Information About PeopleSoft Application Designer in PeopleBooks

Use the PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer to find development information including:

Slide 19

Student Notes

Information for planning application development.

Information for creating data structures.

FOR

INTERNAL

User Interface design and implementation.

Appendixes.

This table lists the locations of additional information in the PeopleTools 8.44

USE

PeopleBook: PeopleSoft Application Designer:

Location

Type of Information

Using PeopleSoft

This chapter provides general usage information.

ONLY!

Application

Designer

Development

These chapters discuss development concepts and tasks:

chapters

“Working With Projects”

“Creating Field Definitions”

“Creating Record Definitions”

“Building SQL Tables and Views”

“Creating Page Definitions”

“Using Page Controls”

“Creating Component Definitions”

“Using Registration Wizard”

Appendixes

The appendixes provide reference information about the reports and workflows that are delivered with the system.

You can access related material by clicking the Help link in the top, right corner of the application page. This automatically takes users to the relevant information in the appropriate PeopleBook.

Note. Context-sensitive help is constrained to non-application specific pages in the technical database.

Lesson 2

Technology Overview

Finding Information About PeopleSoft Application Designer in PeopleBooks (continued)

The following PeopleBooks contain information that applies to PeopleSoft Application Designer 8.44 and application development using PeopleTools:

Slide 20

Student Notes

PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer

PeopleTools 8.44 PeopleBook: Security Administration

PeopleTools 8.44 PeopleBook: FOR Internet Technology

PeopleTools 8.44 PeopleBook: PeopleCode Developer's Guide

INTERNAL

This table describes the additional PeopleBooks that contain information about

U

SE

PeopleSoft Application Designer and application development using PeopleTools.

PeopleBook

Description

PeopleTools 8.44 PeopleBook:

PeopleSoft Application Designer

ONLY!

This PeopleBook describes the fundamental elements of developing

applications for PeopleSoft Internet Architecture.

PeopleTools 8.44 PeopleBook:

Security Administration

This PeopleBook describes the interface, tables, and other components

associated with PeopleSoft security and how you can use them to secure pages, fields, and other definitions.

PeopleTools 8.44 PeopleBook:

This PeopleBook describes PeopleTools internet technology, including PeopleSoft Internet Architecture (PIA) and PeopleTools portal technology used for creating and managing portals.

Internet Technology

PeopleTools 8.44 PeopleBook:

This PeopleBook covers the concepts of PeopleCode, tips for using PeopleCode, the interaction of PeopleCode and the Component Processor, and a number of other specialized topics, such as the use of the PeopleCode debugger and referencing data in the component buffer.

PeopleCode Developer's Guide

Technology Overview

Lesson 2

Review

In this lesson, you learned that:

The PeopleSoft application design methodology creates a framework for development.

The PeopleSoft Application Designer is the primary tool for application development in a PeopleSoft environment.

Slide 21

Student Notes

FOR

INTERNAL

USE

You can find information about the PeopleSoft Application Designer in a variety of

PeopleBooks.

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Lesson 3

Navigating PeopleSoft Applications

FOR

Objectives

By the end of this lesson, you will be able to:

INTERNAL

Navigate PeopleSoft applications.

Use search pages.

Identify definitions. USE

Enter and modify data.

Find information using PeopleBooks.

Slide 23

Student Notes

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Navigating PeopleSoft Applications

To sign in to a PeopleSoft application, you need three things:

Slide 24

Student Notes

A URL

A valid user ID

The correct password for the user ID

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Lesson 3

Navigating PeopleSoft Applications

Navigating PeopleSoft Applications (continued)

After signing in, the homepage appears in the browser. The homepage contains three major areas:

The menu pagelet, a hierarchy of folders and content references.

The header, which contains quick access to navigational aids.

The target area, which displays content.

FOR

INTERNAL

Slide 25

Student Notes

Use the homepage to display the navigation area, header, and target area.

USE ONLY!
USE
ONLY!

PeopleSoft homepage

See Also

PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portal Homepages and Pagelets”

Navigating PeopleSoft Applications

Lesson 3

Navigating PeopleSoft Applications (continued)

Slide 26

Student Notes

Two elements make up the navigation:

Folders.

Content references.

FOR

Use the menu pagelet to navigate using folders and content references.

pagelet to navigate us ing folders and content references. I NTERNAL U SE O NLY !

INTERNAL

USE

ONLY!

The menu pagelet

See Also

PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portal Homepages and Pagelets”

Lesson 3

Navigating PeopleSoft Applications

Navigating PeopleSoft Applications (continued)

You can define content that you use often as a favorite. There are

Slide 27

Student Notes

PeopleSoft favorites.

Browser favorites or bookmarks.

FOR

INTERNAL

USE

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Navigating PeopleSoft Applications

Lesson 3

Navigating PeopleSoft Applications (continued)

PeopleSoft favorites are different from browser favorites or bookmarks.

Browser Favorites

PeopleSoft Favorites

You can access them at any time.

You must sign in to access them.

They are stored on a local hard disk.

They are stored in the portal database.

They are limited to a single computer and cannot be

They stay with a user ID in the database and can be accessed from any browser after signing in.

accessed from different locations.

FOR

Any users can see the same favorites, regardless of

Favorites are stored by user ID.

PeopleSoft user ID.

Slide 28

Student Notes

INTERNAL

USE

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Lesson 3

Navigating PeopleSoft Applications

Navigating PeopleSoft Applications (continued)

Another method of navigation is through the search feature on the homepage. To use the search feature:

1. Type the word that you want to search.

2. Click the Go button.

3. Select the link that best suits your needs.

FOR

INTERNAL

Slide 29

Student Notes

Use the Search page as an alternate means of navigation.

USE ONLY!
USE
ONLY!

Search page

See Also

PeopleTools 8.44 PeopleBook: Internet Technology, “Understanding PeopleSoft Portal Technology ”

Navigating PeopleSoft Applications

Lesson 3

Activity 1: Using Basic Navigation Tools

In this activity, you will read the activity overview and:

Slide 30

Student Notes

1. Sign in.

2. Use content references to load components.

3. Create PeopleSoft favorites.

4. Navigate with searches. FOR

See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,”

Activity 1: Using Basic Navigation Tools.

INTERNAL

USE

ONLY!

Lesson 3

Navigating PeopleSoft Applications

Using Search Pages

You have already seen a number of search pages; they appear when you click on most content references in navigation. Search pages:

Enable users to find the data they are interested in viewing.

Are an interim step between content reference and component.

Slide 31

Student Notes

Allow the user to select from a list of data rows.

FOR

INTERNAL

USE

Are dynamically built based on several definition properties.

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Using Search Pages (continued)

Depending on how you configure a component, you may see:

Slide 32

Student Notes

A basic search page.

An advanced search page.

FOR

Use this page to do a basic search for student information.

Page Name

Navigation

Personal Information

INTERNAL

Students, Personal Information

Click the Basic Search link.

Personal Information

Students, Personal Information

Click the Advanced Search link.

USE

ONLY!

Use the basic search page to find the row of data that you need.

basic search page to find the row of data that you need. • Basic search page

Basic search page for Student Personal Information

Use the advanced search page to further constrain the rows of data you need.

Lesson 3

Navigating PeopleSoft Applications

FOR INTERNAL USE
FOR
INTERNAL
USE

Advanced search page for Student Personal Information

ONLY!

See Also

PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, “Using Keys and Search Pages”

Navigating PeopleSoft Applications

Lesson 3

Using Search Pages (continued)

The search fields that appear on the page are determined in the record definition. They are termed

Slide 33

Student Notes

Search keys.

Alternate search keys.

FOR

Use the Record Field properties dialog to select search properties.

INTERNAL

Dialog Name

Navigation

Record Field Properties

File, Open,

Select Record in the Definition field.

USE

Select a record.

Double click a field

ONLY!

U SE Select a record. Double click a field O NLY ! Record field properties See

Record field properties

See Also

PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Working with Records”

Lesson 3

Navigating PeopleSoft Applications

PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, “Using Keys and Search Pages”

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Using Search Pages (continued)

You can create custom searches. These searches:

Are stored by userID.

Are available on the Advanced Search page only.

Are available for use in other search pages that use the same search record.

Slide 34

Student Notes

FOR

Use the following navigation path to access this page:

INTERNAL

Page Name

Navigation

Save Search As

Students, Personal Information

Click the Save Search Criteria link.

USE

Use the Save Search page to save search criteria that is used often.

ONLY!

page to save sear ch criteria that is used often. O NLY ! Save Search As

Save Search As page

See Also

PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, “Using Keys and Search Pages”

Lesson 3

Navigating PeopleSoft Applications

Using Search Pages (continued)

There are four steps to creating a saved search:

Slide 35

Student Notes

1. Enter search criteria on a search page.

2. Click the Save Search Criteria link.

3. Enter a name for the search.

4. Click the Save button.

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Activity 2:

Using Search Pages

In this activity, you will read the activity overview and use the search page to locate data in the application.

See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,” Activity 2: Using Search Pages.

Slide 36

Student Notes

FOR

INTERNAL

USE

ONLY!

Lesson 3

Navigating PeopleSoft Applications

Identifying Definitions

The PeopleSoft user interface is made up of several element types, all of which you must understand in depth to develop in the PeopleSoft environment. This section discusses:

Slide 37

Student Notes

Definition basics.

Component definitions.

Page definitions.

Field definitions.

Definition names.

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Identifying Definitions (continued)

Definitions make up the PeopleSoft user interface: Navigation Security Component FOR Page 1 Page 2
Definitions make up the PeopleSoft user interface:
Navigation
Security
Component
FOR
Page 1
Page 2
INTERNAL
Record
Record
Field A
USE Field E
Field B
Field F
Field C
Field G
ONLY!
Field D
Field H

Interdependent PeopleSoft definitions

Slide 38

Student Notes

Lesson 3

Navigating PeopleSoft Applications

Identifying Definitions (continued)

The component definition is central to the user interface. Component definitions determine:

Slide 39

Student Notes

The search page.

The toolbar buttons at the bottom of the screen.

The mode of the component FOR – update/display, history, or correction.

The pages that you access.

Page tabs or hyperlinks.

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Identifying Definitions (continued)

The page defines what the user sees.

Each component can hold multiple pages.

Tabs at the top of the screen enable access to each page.

Pages contain fields.

Levels segment pages. FOR

All pages include a level 0, and many have other levels as well.

Level 0 contains the highest-level key values that make a row of data unique.

INTERNAL

Level 0 key values are entered once, when a new row is created.

A scroll area or a grid, if they exist, binds other levels.

Slide 40

Student Notes

USE

ONLY!

Lesson 3

Navigating PeopleSoft Applications

Identifying Definitions (continued)

Fields hold the data entered into the application database.

Fields on a page hold data that you save to tables in the database.

Fields support many data types.

Fields can be interactive or display-only.

Slide 41

Student Notes

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Identifying Definitions (continued)

Pages can contain many different field types represented by different controls including:

Slide 42

Student Notes

Edit boxes.

Drop down list boxes.

Check boxes.

Radio buttons.

Images.

FOR

INTERNAL

USE

ONLY!

Lesson 3

Navigating PeopleSoft Applications

Identifying Definitions (continued)

From any component in the application, use CTRL + J to see an information page that includes the names of the component definitions that make up the interface.

Slide 43

Student Notes

Use CTRL + J to see an information page showing the interface’s component definitions.

FOR

Page Name

Navigation

Personal Details

Instructors, Professional Details Select an instructor.

Press CTRL + J.

INTERNAL

USE

ONLY!
ONLY!

Information displayed with CTRL+ J keyboard combination

Navigating PeopleSoft Applications

Lesson 3

Entering and Modifying Data

Components include a series of buttons at the bottom of the screen.

Slide 44

Student Notes

Save.

Return to Search.

Next/Previous in List.

Add.

FOR

INTERNAL

USE

Update/Display.

Show History.

Correct History.

Configure these buttons in the component:

ONLY! Component toolbar See Also
ONLY!
Component toolbar
See Also

PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Component Definitions”

Lesson 3

Navigating PeopleSoft Applications

Entering and Modifying Data (continued)

If you prefer keystrokes to mouse clicks, there are keyboard alternatives for buttons and other actions:

Hot keys perform an action immediately.

Access keys change the cursor focus to a button; you must press Enter to complete the command.

Slide 45

Student Notes

FOR

INTERNAL

For an online list of hot keys and access keys, press CTRL + K on the keyboard.

See Also

PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, “Working with Browser-

Based Applications”

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Entering and Modifying Data (continued)

When you add new rows of data for an entire component, you start by entering a new high-level (level 0) key value. You add a new level 0 value from either:

Slide 46

Student Notes

The search page

The component

FOR

Use the following navigation path to access this page:

INTERNAL

Page Name

Navigation

Search page

Students, Personal Information

Personal Details

Students, Personal Information

USE

Use the search page to add a new value.

ONLY!

U SE • Use the search page to add a new value. O NLY ! Personal

Personal Information search page

Use the Add button on the Personal Details page to add a new value.

Lesson 3

Navigating PeopleSoft Applications

FOR INTERNAL
FOR
INTERNAL

Personal Details page

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Entering and Modifying Data (continued)

To update existing information or insert new rows at level one:

Use the insert row button in the scroll area.

Slide 47

Student Notes

User the insert row button in the grid.

FOR

Use the following navigation path to access this page:

Page Name

Navigation

Products by Customer

INTERNAL

Customer, Products Purchased

Purchase Order

Purchasing, Maintain Purchase Orders

USE

ONLY!

Lesson 3

Navigating PeopleSoft Applications

Activity 3:

Entering Data

In this activity, you will read the activity overview and enter your student data in the database.

See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,” Activity 3: Entering Data.

Slide 48

Student Notes

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Finding Information Using PeopleBooks

PeopleBooks document PeopleTools and PeopleSoft applications. PeopleBooks offer:

An integrated user interface as a Help link.

Context-sensitive assistance where possible; displaying information related to the screen that you are viewing.

Slide 49

Student Notes

A navigational taxonomy for locating information.

FOR

INTERNAL

USE

A text search capability.

ONLY!

Lesson 3

Navigating PeopleSoft Applications

Finding Information Using PeopleBooks (continued)

When accessing PeopleBooks:

You link immediately to the appropriate documentation for the page you are viewing if context sensitive help exists.

If no context-sensitive help is available, a page displays linking you back to the PeopleBooks main menu.

Slide 50

Student Notes

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Finding Information Using PeopleBooks (continued)

Slide 51

Student Notes

You can navigate PeopleBooks in several ways.

PeopleBooks library

Verity search

Contents view

Index view

Search view

FOR

INTERNAL

The PeopleBooks library gives you multiple ways to access information:

USE

ONLY!
ONLY!

PeopleBooks library

Lesson 3

Navigating PeopleSoft Applications

Activity 4:

Finding Information Using PeopleBooks

In this activity, you will read the activity overview and find information using PeopleBooks.

See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,” Activity 4: Finding Information Using PeopleBooks.

Slide 52

Student Notes

FOR

INTERNAL

USE

ONLY!

Navigating PeopleSoft Applications

Lesson 3

Review

In this lesson, you learned that

You navigate a PeopleSoft application by clicking on folders to find a content reference.

A search page presents you with options for finding the data that you want.

Slide 53

Student Notes

PeopleSoft definitions are interdependent.

FOR

You add high-level information at level 0 but you insert subordinate data at other

levels.

PeopleBooks provide multiple ways of searching for information about an

INTERNAL

USE

application.

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

FOR

Objectives

By the end of this lesson, you will be able to:

INTERNAL

Describe PeopleSoft databases.

Explain data transfer in PeopleSoft Internet Architecture.

Slide 55

Student Notes

Identify requirements for the development environment.

USE

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Describing PeopleSoft Databases

Tables in PeopleSoft databases fall into three general areas:

Slide 56

Student Notes

System Catalog PeopleTools Application Data
System Catalog
PeopleTools
Application Data

FOR

INTERNAL

Three categories of tables

USE

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

Describing PeopleSoft Databases (continued)

System catalog tables contain the database metadata and:

Slide 57

Student Notes

Track all objects in the entire database.

Are analogous to a table of contents.

Vary based on the platform.

FOR

INTERNAL

USE

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Describing PeopleSoft Databases (continued)

The PeopleTools tables contain metadata about the PeopleSoft application installed on the database. PeopleTools tables:

Slide 58

Student Notes

Have consistent structure between applications.

Vary in content between applications.

Have their content FOR modified by PeopleTools such as PeopleSoft Application

Designer.

Are converted to HTML, delivered to browser.

Use the naming convention PS*, for example, PSPNLDEFN.

INTERNAL

USE

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

Describing PeopleSoft Databases (continued)

Application data tables hold the data that users enter into the database:

Slide 59

Student Notes

Specific tables are determined by application.

Developers can create more.

Content is modified through the user interface.

FOR

INTERNAL

USE

Tables use the naming convention PS_, for example, PS_CUSTOMER_TBL.

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Describing PeopleSoft Databases (continued)

You can use a query tool to examine the contents of the tables, but do not change the contents outside of the approved tools because the PeopleTools tables and the application data table could become unsynchronized.

Slide 60

Student Notes

FOR

INTERNAL

USE

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

Activity 5:

Examining PeopleSoft Databases

In this activity, you will review the activity overview and examine the contents of the classroom database.

See PeopleTools I: Activity Guide, lesson 4, “Explaining PeopleSoft Architecture,” Activity 5: Examining PeopleSoft Databases.

Slide 61

Student Notes

FOR

INTERNAL

USE

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Explaining Data Transfer in PeopleSoft Internet Architecture

The architecture behind PeopleSoft Internet Architecture takes the raw data from the application database and delivers it in the form of an interactive user interface on a standard web browser. Components of PeopleSoft Internet Architecture are:

Slide 62

Student Notes

Browsers as clients.

Web servers.

FOR

INTERNAL

USE

Application servers.

Database servers.

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

With PeopleSoft Internet Architecture, users do their work with a browser; no code is required on the client. Advantages to delivering the user interface on a browser include:

Slide 63

Student Notes

Easy access.

Platform independence.

Low bandwidth access.

FOR

INTERNAL

USE

Simple application maintenance and deployment.

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

This diagram illustrates that the client does not have native capabilities to display database content:

Database

Server

System Catalog PeopleTools Application Data
System Catalog
PeopleTools
Application Data

Browser

Server System Catalog PeopleTools Application Data Browser HTML 4 Compatible Browser F OR I NTERNAL U
Server System Catalog PeopleTools Application Data Browser HTML 4 Compatible Browser F OR I NTERNAL U

HTML 4

Compatible

Browser

FOR

INTERNAL

USE

Browser and database server

Slide 64

Student Notes

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

This graphic illustrates how a web server acts as the front end of PeopleSoft Internet Architecture, delivering the HTML that the browser displays:

Database

Server

System Catalog PeopleTools Application Data
System Catalog
PeopleTools
Application Data

Web Server

Browser

Catalog PeopleTools Application Data Web Server Browser Web Services I HTML F OR HTML 4 Compatible
Catalog PeopleTools Application Data Web Server Browser Web Services I HTML F OR HTML 4 Compatible
Catalog PeopleTools Application Data Web Server Browser Web Services I HTML F OR HTML 4 Compatible

Web Services

I

Application Data Web Server Browser Web Services I HTML F OR HTML 4 Compatible Browser NTERNAL

HTML

FOR

Application Data Web Server Browser Web Services I HTML F OR HTML 4 Compatible Browser NTERNAL

HTML 4

Compatible

Browser

NTERNAL

USE

The HTML connection between the browser and the web server

Slide 65

Student Notes

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

As seen in this diagram, the application server completes the connection, managing communication with the database and delivering HTML to the web server for display:

Application Database Web Server Server Server Browser System Catalog SQL HTML PeopleSoft Web Services FOR
Application
Database
Web Server
Server
Server
Browser
System Catalog
SQL
HTML
PeopleSoft
Web Services
FOR
Services
PeopleTools
HTML 4
Application Data
Compatible
Browser
I
NTERNAL
Java Servlets
Tuxedo/Jolt
Jolt
The application server communicates with the web server and the database
USE

Slide 66

Student Notes

ONLY!

Lesson 4

Explaining PeopleSoft Architecture

Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

When developing for PeopleSoft Internet Architecture interfaces, you must consider issues that are not present in other prior releases:

Slide 67

Student Notes

No code runs on the client.

All code runs on the application server.

Running code requires a server trip and a browser refresh.

FOR

INTERNAL

USE

ONLY!

Explaining PeopleSoft Architecture

Lesson 4

Explaining Data Transfer in PeopleSoft Internet Architecture (continued)

Deferred processing is one possible solution to limit server trips. With deferred processing:

User actions and processed as a single batch.

Processing normally takes place when user saves work.

Slide 68

Student Notes

You can specify when you want the server to process.

FOR

INTERNAL

USE

User experience is a large factor in its success.

O