PeopleTools 8.52 - Five reasons to upgrade

PeopleTools 8.52
Five reasons to upgrade
Hakan Biroglu
Software Architect PeopleSoft

Agenda
© Logica 2012. All rights reserved
No. 2
• Five reasons:
• Feature Packs
• Dashboards
• InterWindow Communication
• Secure Enterprise Search
• Mobile Expenses & Approvals
• Q&A
PeopleTools 8.52 – Five reasons to upgrade

Feature Packs
Adding new capabilities

• Adding new capabilities to current Application Release
• Without the need for an Application Upgrade
• Without the need for new hardware
• Delivered as
• Bundles
• Maintenance packs
• Individual postings
• Revision re-cuts
No. 4
What are Feature Packs
PeopleTools 8.52 – Five reasons to upgrade

Delivery Model
Tools Release
Revision Re-cut
• Every three years an Application Release
• Annually a PeopleTools Release
• One or more Feature Packs per Application Release
• Revision Re-cut after Feature Pack with current PeopleTools Release
© Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade
No. 5
Application Release
Feature Pack

What does this have to do with PeopleTools?
• Feature Packs apply to a certain Application release
• Several PeopleTools releases per Application release
• Features might be build using the latest PeopleTools technologies
• If you are not running the latest PeopleTools release:
You will not be able to
implement & use these new features!
PeopleTools 8.52 – Five reasons to upgrade No. 6

Examples of Features

Upgrade Reason 1
Compatibility
© Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 8

Dashboards
Complete overview of all the information you need

Dashboards – Is it a homepage?
• It acts and works like a homepage
• One homepage vs multiple dashboards
• Quick and easy full overview of a certain area
• Out of the box dashboards
• Ability to create your own dashboards
• No customizations required

Delivered dashboards
CRM HCM FSCM
Service Manager Dashboard Manager Dashboard None OOTB
Service Agent Dashboard Talent Summary
HR HelpDesk Manager Dashboard
HR HelpDesk agent Dashboard
IT HelpDesk Manager Dashboard
IT HelpDesk Agent Dashboard
Higher Ed Blended Manager Dashboard
Higher Ed Blended Agent Dashboard

Dashboard Examples

Pagelet visualisation enhancements
Banner Pagelet
Pagelet Icons

Pagelet visualisation enhancements
Possible values
1 = Border & header
2 = Border, no header
3 = No border, no header
Images stored in
image catalogue.
Use Application
Designer
Banner Pagelet
Pagelet Icons

Create custom dashboard

Create custom dashboard
Content reference in Menu automatically created

Upgrade Reason 2
Insight

InterWindow Communication
Enabling interactive dashboards

InterWindow Communication
• Create interactive dashboards
• Changes dashboards to cockpits
• Create What-If dashboards

What is InterWindow Communication?
• IWC is a frame to frame messaging mechanism which enables field
level changes as they occur
• Inter-window communication enables you to publish field-level
changes
• Allows pagelets to communicate with each other
• Pagelets can be publishers and subscribers

How does it work?
Define unique event names.
Publisher and subscriber
events need to match
Pub
•Click=buttons & hyperlinks
•Change=field values
Sub
•Initiate refresh
Pub
•Which field, button triggers
event
Sub
•On partial refresh, which field
to trigger FieldChange
Fields to be passed in
message

Need to know the HTML fieldname

Force HTML fieldname

Demo Interwindow Communication
http://bloggingaboutoracleapplications.org/create-interactive-dashboard-
interwindow-communication-iwc/

Upgrade Reason 3
Productivity

Secure Enterprise Search
New way of searching your application data

That Looks Like Google ...
No, it is not Google
And yet it is ...

SES overview
• Main search engine for all Oracle Applications
• One click installation
• Search Framework embedded in PeopleTools with Pages and Records
and PeopleCode API
• All configuration done from PeopleSoft
• Out of the box integration between PeopleTools & SES
• Search Pages
• Application Search
• Row Level Securing using Authorisation as a Service (AaaS)

Create (Connected) Query
• PS Query
• Drilling URL
• Prompt Incremental Search

Create Search Definition
• General
• Search Attribute
• Security
• Advanced
Use Audit records to find deleted data in PeopleSoft and clean SES database

Deploy & Build Search Definition
• Deploy
• Build

Search Page – Traditional
• Purpose is to find level 0
keys
• Usually no meaningful
data for the user
• SetID
• Emplid
• VendorID
• TransactionID
• Name

Search Page – Keyword Search
• Search for data at
level 0, 1, 2 and 3
• Meaningful data
• Related Actions

Application Search - Configuration
• Enable
• Show
• See

Application Search

Upgrade Reason 4
Efficiency

Mobile Applications
New mobile solutions: Expenses and Approvals

PeopleTools Mobile
Deprecation Notice for PeopleTools Mobile technology and Mobile Agent
The PeopleTools Mobile technology and Mobile Agent is being deprecated as of June 5,
2009. Following this date the functionality will no longer be available to any new customers
who have not already licensed it. Customers that have already licensed mobile applications
may continue to use (and/or upgrade and use) the functionality with PeopleSoft
applications (8.8, 8.9, or 9.0). Customers licensed to mobile applications that wish to
perform a PeopleTools upgrade to 8.49 or 8.50 and continue using the PeopleTools Mobile
functionality should contact Global Customer Service prior to the upgrade. GCS will provide
the instructions on enabling mobile functionality following the PeopleTools upgrade.

Financials Mobile Applications
• iReceipts (iOS)
• Mobile Inventory (Oracle ADF)

PeopleSoft Mobile Expenses & Approvals
• Mobile Expenses
• Mobile Approvals
• Voucher, Purchase Orders,
• Invoice, Journal Entry,
• Requisition, Expense Reports
• Build using PeopleTools
• iScripts
• HTML
• jQuery Mobile
• Leveraging PeopleTools:
• Security
• Row Level Security
• Multi Language

How to get it?
Delivered with bundles:
• 884859 - Enterprise Components 9.1 Bundle 23
• 884688 - Expenses 9.1 Bundle # 23
• 884686 - Financials 9.1 Common Application Objects Bundle # 23
• 875055 - Financials 9.1 Bundle # 23
• 875007 - ESA 9.1 Bundle # 23
• 882853 - Supply Chain Management 9.1 Bundle # 23

How to use it?

Live Demo
• Beter yet …
Try it yourself!
Pick up your mobile device.

Try it yourself!
• Turn WiFi on, on your mobile device
• Connect to MobileWiFi
• Password: mobile01
• Start mobile Applications url
• Use following users:
User Password Action
EXA1 EXA1 Expense Report Entry
EXS1 EXS1 HR Supervisor Approver
MGR1 MGR1 Approve above 0

Upgrade Reason 5
Work everywhere, anytime

Upgrade Reasons
• Compatibility
• Insight
• Productivity
• Efficiency
• Work everywhere, anytime

• Feature Packs
• PeopleSoft 9.1 Continuous Delivery Status [ID 1401770.1]
• Information Center: Feature Packs and Additional Features in PeopleSoft HCM 9.1 [ID
1395324.2]
• Dashboards
• Create appealing Dashboards with PeopleTools 8.52
• Interwindow Communication
• Advisor Webcast Inter-window Communication (IWC)
• Create interactive dashboards with InterWindow Communication (IWC)
• Secure Enterprise Search
• PeopleSoft HCM 9.1: PeopleSoft SES Search (Application Search and Search Pages)
[ID 1373050.1]
• PeopleSoft & Oracle Secure Enterprise Search (SES)
• Mobile Expenses & Approvals
• How to setup, configure and use PeopleSoft Mobile Expenses & Approvals
More Info

PeopleTools 8.52 - Five reasons to upgrade

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