Presentation from Collaborate 2013 Conference from Smart ERP Solutions. Highlighted are 4 PeopleTools features many PeopleSoft customers do not realize they have including Setup Manager; Notification and Alert Framework; Pivot Grids; and the Pagelet Wizard.

1. Get More Out of Your PeopleSoft
Applications
Steve Canter
Director, Global Service Delivery
Smart ERP Solutions
steve.c@smarterp.com
www.smarterp.com

2. About SmartERP

3. 4 Tools to Discuss
Today
• Setup Manager
• Notification and Alert Framework
• Pivot Grids
• Pagelet Wizard
• None of these tools require developer skills or in-depth
technical knowledge
• Purpose is to provide an overview of each, not a Deep
Dive
• Appropriate security access is required for each

4. Setup Manager
Requires PeopleSoft 8.8

5. What is it?
• Tool for automating PeopleSoft Application Configuration
• Produces step-by-step list of setup tasks for a module or
business process
• Provides ability to create Data Mover Scripts or Excel to
CI templates for some items

6. Why Use Setup
Manager
• When implementing a new module
• To review existing configurations to see if they are optimal
or if additional functionality can be leveraged
• To serve as a template for large and infrequent
configuration tasks (Example: setting up a new Business
Unit)

7. Manage
Implementation
Projects

8. Generate Setup Tasks

9. All Tasks Needed for
Setup

10. Key Columns
• Help hyperlink takes you to PeopleBooks for that task
• Setup Task hyperlink takes you to the page for that task
• Columns for Assigned To, Start Date, End Date, and
Percent Complete – useful for managing project
• Discussion hyperlink to record issues encountered,
questions about tasks, strategy for task or SQL Scripts

11. Sample Tracking Tab

12. SQL Script for Task

13. Component Interface
Usage

14. Create Excel to CI
Templates

15. Can Generate Data
Mover Scripts

16. Summary
• Use Setup Manager for a New Module, Review Current
Configurations, or Configuration Changes
• Make use of Excel to CI for large amounts of data entry
• Make use of Data Move to test changes out and then
programmatically move the changes from Test to
Production

17. Events and Notifications Framework

18. Framework Overview
The Framework provides 3 features that can be used to
monitor business process and create messages when
unusual situations occur.
• Events
• Notifications
• Alerts

19. Event
• Define, implement and run business logic for specified
events
• Define event and then build event handlers to
automatically manage the event with minimal impact to
delivered code
• Business logic is contained within an Application Package
• Requires Programming

20. Notifications
• Monitor the system and send notifications when
exceptions are found
• Notifications can be sent to the Notification Dashboard,
email, Worklist, or external system via XML.
• Some notifications pre-delivered such as those related to
inventory pegging. Others require customization.
• Notifications occur in “real time”
• Requires Programming

21. Alerts
• Functionality is similar to Notifications
• Instead of system customizations to send alerts in real
time, the system is relies on PeopleSoft Query.
• Benefit is simplicity – if you can write a PeopleSoft query,
you can create an alert.
• An Application Engine program is run to generate the
alerts based on whatever schedule we feel is appropriate

22. Setting up an Alert

23. Define the Query

24. Add to Notification
Registry

25. Create an appropriate
message

26. Alert Setup – Query
Tab

27. Alert Setup URL Tab

28. Search Keys for URL

29. Alert Setup – Message
Tab

30. Notification Overrides
• If you put a User ID in the Query results, then the Alert
can be sent to that individual
• Option to send all notifications for a single BU to a specific
user or list of users
• Option to send all notifications for the entire system to a
specific user or list of users

31. Override Detail

32. Run Alerts

33. Alert in Worklist

34. Alert in Email

35. Alerts in Notification
Dashboard

36. Summary
• Use Alerts to bring situations to people’s attention – Avoid
need to read reports or go inquiry screens regulary
• Create a PS/Query to identify the condition that needs the
Alert
• Create the Alert, tying it to the PS/Query
• Decide to should receive the Alert – by OPRID, BU, or
System-wide
• Decide how alert is to be delivered
• Schedule App Engine Program to generate Alerts

37. Pivot Grids

38. What is a Pivot Grid?
• Pivot Grid enables users to visually display data in a
dashboard
• Display data in different views by pivoting and filtering
• View data in Grids or Charts
• Uses PSQuery as the Data Source
• Simple Wizard to create Pivot Grid

39. Creating a Pivot Grid

40. Sample Query Output

41. Pivot Grid Wizard

42. Step 1

43. Step 2

44. Step 3

45. Step 4

46. Step 5

47. Drill Down

48. Swap Axis

49. Demo

50. Pivot Grid Summary
• Provides basic BI functionality right in PeopleSoft
• Uses PSQuery as the input
• Simple 5-step Wizard
• Can publish Pivot Grid as a Pagelet using Pagelet
Publishing Wizard

51. Pagelet Wizard

52. What is Pagelet
Wizard?
• Pagelets are small pages that provide display-only
snapshots of applicable content
• Portal administrators and nontechnical users can use
Pagelet Wizard to integrate and transform data from a
variety of data sources
• Pagelet Data Sources can include OBIEE Reports,
PeopleSoft Query, Pivot Grids, External URLs, and more
• More advanced functions do require technical skills

53. Example of External
URL

54. Wizard Step 1

55. Wizard Step 2

56. Wizard Step 3

57. Wizard Step 4

58. Wizard Step 5

59. Wizard Step 6

60. Example Using
PS/Query

61. Wizard Step 2

62. Wizard Step 3

63. Wizard Step 4

64. Wizard Step 5

65. Setting Thresholds

66. Wizard Step 6

67. Personalize Content

68. Personalize Layout

69. Personalized Home
Page

70. Summary
• Any of these 4 tools can be used by non-technical users
• Some capabilities of these tools may require technical
skills
• Best practice: Play with these in a test environment but
get consensus in your organization before using them in
Production
• Look for other opportunities to unlock the capabilities of
your PeopleSoft system

71. Steve Canter: steve.c@smarterp.com