2010 Oracle Corporation Proprietary and Confidential

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PeopleTools Tips and Tricks

Stephen Wills (Stephen.Wills@oracle.com) PeopleSoft Application Technology Sales Consultant, Oracle

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

Program Agenda
Communities and resources Extend the user interface
Browser extensions iScripts Ajax: Zero impact customizations almost
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PeopleTools the extensible foundation

Extend the app server Extend the web server Extend Integration Broker Web Services-less Real-time Integrations Custom target connectors

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Communities and Resources

Forums
http://mix.oracle.com http://forums.oracle.com/forums/category.jspa?categoryID=152 PeopleSoft General Business Intelligence Security Upgrades http://peoplesoft.ittoolbox.com/groups/technicalfunctional/peopletools-l Caveat Forums dont replace the Global Support Center! Dont Post Confidential Information

Blogs
http://blogs.oracle.com/peopletools/ http://jjmpsj.blogspot.com/ http://blog.greysparling.com/ IT Toolbox groups ERP > PeopleSoft http://blogs.ittoolbox.com/peoplesoft/rob http://xtrahot.chili-mango.net/ http://peoplesofttipster.com/ http://campus-codemonkeys.blogspot.com/ http://gasparotto.blogspot.com/

RSS Feeds
Choose A Feed Reader, And Subscribe

Oracle Customer Support

Trouble Navigating The Flash Site? Default flash site is:
https://support.oracle.com

But theres an HTML version of the site at:

https://supporthtml.oracle.com

Oracle Web Site Useful Links

Did You Know About These? Online PeopleBooks:
http://www.oracle.com/pls/psft/homepage

Downloadable PDF PeopleBooks

http://www.oracle.com/technology/documentation/psftent.html

PeopleTools Viewlets
http://download.oracle.com/peopletools/viewlets.html

PeopleSoft Business Process Maps and Entity Relationship Diagrams

Available On

Available on My Oracle Support

Business Process Maps (r9.0 Doc ID 989289.1) (r9.1 Doc ID 1061003.1) Entity Relationship Diagrams (Doc ID 1051533.1)

PeopleSoft Enterprise Integration Point Diagrams

Available On

Available on My Oracle Support Document ID 1157149.1

PeopleSoft Upgrade Home Pages on Oracle Support

Available On

One page for each upgrade path per product line, serves as a homepage for that specific upgrade path
Upgrade Files including the Getting Started Guide Change Assistant User Guide (link) Upgrade instructions Demo to Demo Compare Reports Upgrade code files.

Install/Upgrade Information Development team posts installation documentation, hardware/software requirements documentation, and certification information on a separate Oracle Support page for Install & Hardware/Software

Example Upgrade Pages On My Oracle Support

Available On

Oracle Tweets on Twitter

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Extend the User Interface

Site Specific Browsers

No noise
No distractions More real estate

Fewer browser-related user errors

No back button No Favorites/Bookmarks

No plugins
Although you can add plugins

Implementations
Mozilla Prism Microsoft HTA

Ubiquity
Command your Browser Delivered scripts
Map location Vendor, customer, offices, training rooms, etc

PeopleSoft transaction specific

View employee Open vendor

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IScripts The Swiss Army Knife

What is an IScript?
A function that can be called from a URL
http:/EMPLOYEE/EMPL/s/WEBLIB_ADS_FB.ISCRIPT1.Fi eldFormula.IScript_GetFriends

Takes no parameters and does not return a value

Function IScript_GetFriends() ... End-Function;

Contained in a record named WEBLIB_XXXXXXXX

Provides access to %Request and %Response

What Can They Do?

Custom user interfaces
Not bound to Page/Component paradigm

Ajax/Flex/Applet request/response handlers

Serve JSON, XML, or HTML in response to Ajax requests

Excellent for testing PeopleCode snippets Just about anything but choose wisely (see disadvantages)

Advantages of IScripts
Unstructured Request/Response handling
PeopleCode version of JSP/ASP Very few rules

Full PeopleCode/Database access Leverage PeopleSoft security model Great for non-UI development

Disadvantages of IScripts
No META-DATA No upgrade No component processor
Event processing

More difficult to develop and maintain

AJAX Injection
Light-weight User Interface Customizations Design
Modify PT_COPYURL HTML definition Use AJAX/IScript to load page specific JavaScript

Advantages
Reduce modification footprint (<20 lines of JavaScript) Only way to modify search pages Global or page specific

Disadvantages
Minimal access to component buffer Only access page (not component) fields Visible or Interact with JavaScript

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PeopleTools Foundation

The Extensible Foundation The Tech Stack

Relational database
Programmable Functions, procedures, triggers

App Server
Java VM Native libraries

J2EE web server

JSP/JSF Servlets EJB

Web Browser

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Extend the App Server

Language Diversity
Best Practices How many languages are delivered with PeopleTools?
PeopleCode SQR DMS COBOL SQL

Others?
Java XML XSL JavaScript HTML Stored Procedures Shell scripting (batch, bash, etc) C++ Java interpreted script engines: JRuby, Groovy, Jython, etc Unlimited

Extend the PeopleCode Language

Operating system native libraries
DLLs sos

Java VM
Standard Java API Custom Java classes

Extend the PeopleCode Language

Why? Some things are easier to do in Java
Java regular expressions versus PeopleCode String manipulation

Take advantage of existing libraries

Apache POI for reading binary Microsoft Excel files (integration)

Extend PeopleCode Language

Using the Java API
Function Local Local Local ResolveMetaHTML(&html as string) returns string JavaObject &pattern; JavaObject &matcher; String &node_url;

REM ** Resolve %NodePortalURL(NODENAME) tags; &pattern = GetJavaClass("java.util.regex.Pattern") .compile("(?i)%NodePortalURL\((\w+)\)"); &matcher = &pattern.matcher( CreateJavaObject("java.lang.String", &html)); While &matcher.find() SQLExec("SELECT URI_TEXT FROM PSNODEURITEXT WHERE MSGNODENAME = :1 AND URI_TYPE = 'PL'", &matcher.group(1), &node_url); &html = Substitute(&html, &matcher.group(), &node_url); End-While; End-Function;

Extend PeopleCode Language

Custom Java Classes
REM ** Generate MD5 checksum; Function test_md5() Returns string Local JavaObject &jMD5; &jMD5 = GetJavaClass("com.oracle.ads.peoplesoft.MD5"); &sig = &jMD5.encodeString("String to encode"); End-Function;

Access PeopleSoft from Java

Within a PeopleSoft session (app or process scheduler server)
PeopleCode objects Record, SQL, Field, File, XMLDoc, etc PeopleCode functions Func.SQLExec, Func.SendMail, etc PeopleCode system variables Sysvar.UserId(), Sysvar.Roles() TIP: Add peoplecode.jar to your Java IDEs classpath

Java Integration Scenario

Vendor e-mails invoice in Microsoft Excel format You need to create a voucher from that invoice Solution
Use Apache POI (http://poi.apache.org/) and PeopleCode objects/functions to copy spreadsheet to staging table (Java) Use a component interface based on VCHR_EXPRESS to create vouchers (PeopleCode)

Java Integration Scenario

Java Component
public static void processSpreadsheet(int processInstance) { //POI variable initilization, etc ... // 20 insert bind values Object[] parms = new Object[20]; parms[0] = row.getCell(0).getStringCellValue(); // column 2 contains an integer Parms[1] = new Integer(row.getCell(1).getNumericCellValue().intValue()); ... // use Meta-SQL to simplify retrieving SQL from // stored SQL object Func.SQLExec("%SQL(MYSQLOBJECT)", parms); ... }

Advantages of Using
PeopleCode Data Objects from Java Avoid JDBC configuration, data access, authentication, etc Simplicity of SQLExec Simplicity of SQL objects/cursors Meta-SQL expansion Avoid updating PS database directly

Access PeopleSoft from Java

Additional References Enterprise PeopleTools 8.50 PeopleBook: PeopleCode API Reference > Java Class

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Extend the Web Server

Extensible Options
Standard J2EE web server options
Servlet filters JSP JSF Custom Servlets CGI

ServletFilters
Allow you to modify the HTTP request or response Examples
Authentication Injection Monkeygrease Add additional HTML/JavaScript/CSS to pages Compression URLRewriting Encryption Encoding Request/Response header modification

Standard Request Response Cycle... and then ServletFilters

Web Server Request App Server

Client/Browser Response

Web Server ServletFilter Request Response Modify Response Modify Request Servlet

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Extend Integration Broker

The Problem
Real-time Integrations Integrate with web service challenged applications Common solution: Batch process
Suffers from: Latency Complex logic Performance and resource utilization (caused by complex logic)

Solution: Custom Target Connectors

Real-time Integrations Create connectors to send Integration Broker messages to targets not covered by delivered connectors
Databases via JDBC (JDBCTargetConnector) Other TCP/IP based protocols Anywhere, in any electronic way

Advantages
Creating Custom Connectors Reuse delivered integration points
Employees, vendors, transactions

Eliminate complex identification logic

No was transaction modified? logic

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Want More?

PeopleTools 8.51 Information

Development Deliverables
PeopleTools 8.51 Documentation Homepage
Includes direct links to PeopleBooks, PeopleBook Updates, Release Notes, Installation and Upgrade Guides, and more. All accessible from one convenient My Oracle Support location. https://supporthtml.oracle.com/ep/f aces/secure/km/DocumentDisplay.j spx?id=1127534.1&h=Y

PeopleTools 8.51 Hosted PeopleBooks

Access a searchable HTML installation of our PeopleTools 8.50 PeopleBook suite. This hosted solution lets you access PeopleBooks using the help link in your applications without having to install PeopleBooks on your own server. http://www.oracle.com/pls/psft/hom epage

PeopleTools Cumulative Feature Overview Tool

Dynamic tool provides concise descriptions of new and enhanced solutions and functionality that have become available between your starting and target releases. The CFO tool can be found on My Oracle Support and on our Doc Home Pages.

Cumulative Feature Overview Tool

How do I know what changed between releases? You could read all the release notes or use the PeopleSoft Enterprise Cumulative Feature Overview Tool
Excel-based tool Choose your topics Choose your from and to releases

Creates a summary of changes, by release, for the topics chosen between the releases chosen Available for PeopleTools and PeopleSoft Apps

PeopleTools 8.50
Available Training PeopleTools 8.50 classes available now:
PeopleSoft PeopleTools 1 Rel 8.50 PeopleTools II Rel 8.50 PeopleTools I/PeopleTools II - Accelerated Rel 8.50 PeopleSoft PeopleCode Rel 8.50 SQR for PeopleSoft Rel 8.50 Application Engine Rel 8.50 PeopleCode/SQR Accelerated Rel 8.50 PeopleCode/Application Engine Accelerated Rel 8.50

To view a schedule of these classes or new upcoming classes visit the Oracle University booth in Moscone West (W-144) or go to oracle.com/education

PeopleTools Tips and Techniques

New PeopleTools book available now! A collection of code, documentation, and best practices as presented by Jim Marion over the last few years 600 pages of well written, thought provoking techniques Available Now!
Order from major book resellers

PeopleTools Tips and Techniques

New PeopleTools book available now! Whats inside?
The basics App Classes, Approval Workflow Engine, File Attachments The user interface Mobile, iScripts, Flex, JavaScript, AJAX, Pagelet Wizard How and when to use Java in PeopleSoft App server, Web server, and Integration Best Practices Fluent interface design, test driven development http://www.amazon.com/PeopleSoft-PeopleToolsTechniques-Osborne-ORACLE/dp/0071664939

 2010 Oracle Corporation Proprietary and Confidential