8.44 People Tools

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Student Guide

PeopleTools I January 2004 STU-400-844

PeopleSoft PeopleTools 8.44

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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, 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 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 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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C O N T E N T S

PeopleTools I.....................................................................................................................ix Typographical Conventions and Visual Cues ....................................................................ix Related Documentation .......................................................................................................x

Course Overview ...............................................................................................................1 Course Objectives ...............................................................................................................1 Agenda: ...............................................................................................................................2

Technology Overview........................................................................................................7 Describing PeopleSoft Application Development Methodology ........................................8 Describing the PeopleSoft Application Designer..............................................................13 Finding Information About PeopleSoft Application Designer in PeopleBooks................16

Navigating PeopleSoft Applications...............................................................................19 Navigating PeopleSoft Applications .................................................................................20 Activity 1: Using Basic Navigation Tools........................................................................26 Using Search Pages ...........................................................................................................27 Activity 2: Using Search Pages .....................................................................................34 Identifying Definitions ......................................................................................................35 Entering and Modifying Data ...........................................................................................42 Activity 3: Entering Data...............................................................................................47 Finding Information Using PeopleBooks..........................................................................48 Activity 4: Finding Information Using PeopleBooks........................................................51

Explaining PeopleSoft Architecture ..............................................................................53 Describing PeopleSoft Databases......................................................................................54 Activity 5: Examining PeopleSoft Databases............................................................59 Explaining Data Transfer in PeopleSoft Internet Architecture .........................................60 Activity 6: Explaining Data Transfer in PeopleSoft Internet Architecture ..............68 Identifying Requirements for the Development Environment ..........................................69 Activity 7: Identifying Requirements for the Development Environment ...............73

Organizing Data ..............................................................................................................75 Normalizing Data ..............................................................................................................76 Describing Relational Data Models ..................................................................................77 Activity 8: Normalizing Flat Data.............................................................................83 Reading Data Models ........................................................................................................84

Validating Data................................................................................................................91 Describing Prompt Tables .................................................................................................92 Using Effective Dating......................................................................................................94

Preface

Lesson 1

Lesson 2

Lesson 3

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Activity 9: Using Effective Dating..........................................................................103 Comparing Validation Types ..........................................................................................104 Activity 10: Viewing and Entering Prompt Values...................................................107 Explaining Tableset Sharing ...........................................................................................108 Activity 11: Determining Validation Strategies ........................................................110

Developing Applications by Using the Eight Steps.....................................................113 Describing the PeopleSoft Application Development Process........................................114 Describing the PeopleSoft Application Designer Interface.............................................117 Activity 12: Using the PeopleSoft Application Designer..........................................119 Organizing Definitions in a Project.................................................................................120 Activity 13: Organizing Definitions in a Project.......................................................125

Designing the Application.............................................................................................127 Planning the Application .................................................................................................128 Activity 14: Choosing Design Participants ...............................................................130 Determining Functional Specifications ...........................................................................131 Activity 15: Determining Functional Specifications .................................................133 Determining Technical Specifications ............................................................................134 Describing the Training Application...............................................................................138

Defining Fields ...............................................................................................................141 Discussing Fields in PeopleSoft Applications.................................................................142 Identifying Field Definition Types and Properties ..........................................................145 Activity 16: Examining Field Definitions .................................................................152 Creating Field Definitions ...............................................................................................153 Activity 17: Creating Field Definitions for the Course Application .........................155 Assigning Translate Values.............................................................................................156 Activity 18: Creating Translate Values .....................................................................160 Activity 19: Creating Field Definitions.....................................................................161

Creating Record Definitions.........................................................................................163 Explaining Record Definitions........................................................................................164 Accessing Record Definition Displays............................................................................166 Accessing Record Definitions Displays ..........................................................................168 Activity 20: Accessing Record Definitions Displays ................................................169 Configuring Record Definition Properties ......................................................................170 Activity 21: Examining Record Definition Properties ..............................................174 Configuring Record Field Use Properties .......................................................................175 Activity 22 Configuring Record Field Use Properties .............................................184 Configuring Record Field Edits Properties .....................................................................185 Activity 23: Examining Record Field Edits Properties .............................................190 Creating a Record Definition ..........................................................................................191 Activity 24: Creating a Record Definition ................................................................194 Activity 25: Creating the T1_COURSE_MATL Record Definition.........................195

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Building SQL Tables .....................................................................................................197 Describing the Relationship Between Record Definitions and Application Data Tables ..............................................................................................................................198 Activity 26: Analyzing PeopleSoft Tables ................................................................201 Building Application Data Tables ...................................................................................202 Activity 27: Building Application Data Tables.........................................................209 Viewing Table Indexes....................................................................................................210 Activity 28: Viewing Indexes in a Table...................................................................212 Activity 29: Building the PS_T1_COURSE_MATRL Table ...................................213

Creating Page Definitions .............................................................................................215 Identifying Page Design Principles .................................................................................216 Identifying Page and Page Control Properties.................................................................224 Activity 30: Identifying Page and Page Control Properties ......................................239 Adding Page Controls to a Page......................................................................................240 Activity 31: Adding Page Controls to a Page............................................................248 Creating Page Definitions ...............................................................................................249 Activity 32: Creating Page Definitions .....................................................................258 Implementing Scroll Areas and Grids .............................................................................259 Activity 33: Implementing Scroll Areas....................................................................268 Activity 34: Implementing Scroll Areas and Grids ...................................................269 Finalizing Page Design and Layout.................................................................................270 Activity 35: Finalizing Page Design and Layout ......................................................275 Activity 36: Building the Course Materials Page......................................................276

Defining Components....................................................................................................279 Identifying Component Definition Basics.......................................................................280 Activity 37: Identifying Component Definition Basics.............................................291 Defining General and Use Properties ..............................................................................292 Defining Internet Properties ............................................................................................296 Building New Components .............................................................................................300 Activity 38: Building a Component Definition .........................................................304 Activity 39: Building the T1_COURSE_MATL Component...................................305

Registering Components...............................................................................................307 Explaining Component Registration ...............................................................................308 Examining Menu Definitions ..........................................................................................310 Activity 40: Examining Menu Definitions ................................................................313 Identifying PeopleSoft Security Basics ...........................................................................314 Activity 41: Identifying PeopleSoft Security Basics.................................................321 Navigating the Portal Registry ........................................................................................322 Activity 42: Navigating the Portal Registry ..............................................................326 Planning Component Registration...................................................................................327 Registering the Component .............................................................................................333 Activity 43: Registering the Component ...................................................................337

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Activity 44: Registering the T1_COURSE_MATL Component ..............................338

Testing an Application ..................................................................................................341 Creating and Analyzing Test Plans .................................................................................342 Activity 45: Creating and Analyzing Test Plans .......................................................347 Testing Applications........................................................................................................348 Activity 46: Testing Applications .............................................................................349 Troubleshooting Common Issues ....................................................................................350 Activity 47: Testing More of the Training Application ............................................356

Editing the Registry Structure .....................................................................................359 Discussing Content Organization in PeopleTools 8.44 Navigation ................................360 Activity 48: Examining the Portal Registry ..............................................................370 Creating Folders ..............................................................................................................371 Activity 49: Creating Folders in the Portal Registry .................................................375 Moving Folders or Content References to New Parent Folders......................................376 Activity 50: Moving Folders or Content References.................................................378 Deleting Folders ..............................................................................................................379 Activity 51: Deleting Folders in the Portal Registry .................................................381 Activity 52: Working with Folders in the Portal Registry.........................................382

Creating Menu Definitions ...........................................................................................385 Describing the Purpose of a Menu ..................................................................................386 Locating a Component on a Menu ..................................................................................388 Editing Menu Item Labels ...............................................................................................390 Activity 53: Editing Menu Item Labels.....................................................................393 Creating Menu Definitions..............................................................................................394 Activity 54: Creating a Menu Definition...................................................................398

Analyzing the Impact of Design Changes....................................................................401 Determining Relationships Among Definitions ..............................................................402 Activity 55: Determining Relationships Among Definitions ....................................405 Synchronizing Record Definitions and Database Tables ................................................406 Activity 56: Synchronizing Record Definitions and Database Tables ......................411 Incorporating Upgrades in the Development Strategy ....................................................412

Building Applications....................................................................................................419 Designing an Application................................................................................................420 Activity 57: Designing an Application......................................................................421 Creating Data Structures .................................................................................................422 Activity 58: Creating Data Structures .......................................................................426 Creating User Interfaces..................................................................................................427 Activity 59: Creating User Interfaces........................................................................431 Testing Applications........................................................................................................432 Activity 60: Testing the Application .........................................................................433

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Searching Applications by Using the Verity Search Engine......................................435 Describing and Performing a Verity Search....................................................................436 Activity 61: Performing a Verity Search...................................................................442 Generating a Registry Search Collection ........................................................................443 Activity 62: Generating a Registry Search Collection ..............................................444 Adding Keywords to a Search Collection .......................................................................445 Activity 63: Implementing a Verity Search Collection .............................................448

Performing Data Audits................................................................................................451 Discussing Advantages and Disadvantages of Implementing Audits .............................452 Implementing Field Level Audits....................................................................................456 Activity 64: Performing a Field-Level Audit ............................................................458 Implementing Record Level Audits ................................................................................459 Activity 65: Implementing Record Level Audits ......................................................467

Importing and Exporting Projects...............................................................................469 Describing How Projects Transport Definitions Between Databases .............................470 Exporting Projects ...........................................................................................................474 Activity 66: Exporting Projects .................................................................................476 Importing Projects ...........................................................................................................477 Activity 67: Importing Projects .................................................................................479

Final Course Activity ....................................................................................................481 Activity 68: Creating a Course Evaluation Application............................................482

Course Review ...............................................................................................................483 Completed Objectives .....................................................................................................483 Navigating a PeopleSoft Application ..............................................................................484 Describing the Elements of the PeopleSoft Internet Architecture...................................486 Describing PeopleSoft Data Organization and Validation ..............................................488 Implement the Eight Step Process of Application Development ....................................490 Describing Additional Application Development Considerations ..................................495 Performing Searches and Audits of Application Data ....................................................496 Organizing Definitions into Projects ...............................................................................498

Curriculum Map ...........................................................................................................499

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Lesson 24

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P r e f a c e

PeopleTools I

Typographical Conventions and Visual Cues This section discusses:

• Typographical conventions.

• Visual cues.

Typographical Conventions

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

Typographical Convention Description

Bold Indicates PeopleCode function names, method names, language 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.

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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 do for the system to function properly.

Important! Example of an important note.

Warnings Warnings indicate crucial configuration considerations. Pay close attention to warning messages.

Warning! Example of a warning.

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

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

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L e s s o n 1

Course Overview

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

• Describe PeopleSoft application design and the technology behind this process.

• Navigate a PeopleSoft application.

• Describe the elements of the PeopleSoft Internet Architecture.

• Describe PeopleSoft data organization and validation.

• Implement the eight steps of application development.

• Describe additional application development considerations.

• Perform searches and audits of application data.

• Organize definitions into projects.

• Demonstrate competence in PeopleSoft application development methodology.

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

• Navigating PeopleSoft Applications.

• Describing the PeopleSoft Internet Architecture.

• Organizing Data.

• Validating Data.

• Implementing the Eight Steps of PeopleSoft Application Development.

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Agenda: Day Two On day two, we will discuss these topics:

• Designing the Application.

• Creating Field Definitions.

• Creating Record Definitions.

• Building the Table.

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Agenda: Day Three On day three, we will discuss these topics:

• Creating Page Definitions.

• Creating Component Definitions.

• Registering the Component.

• Testing the Application.

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Agenda: Day Four On day four, we will discuss these topics:

• Editing the Registry.

• Creating Menu Definitions.

• Describing Design Considerations and Impact Analysis.

• Reviewing Application Development.

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Agenda: Day Five On day five, we will discuss these topics:

• Describing the Verity Search Engine.

• Performing Data Audits.

• Importing and Exporting Projects.

• Final Course Activity.

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L e s s o n 2

Technology Overview

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

• PeopleSoft application development methodology

• PeopleSoft Application Designer

• Find information about the PeopleSoft Application Designer in PeopleBooks.

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T e c h n o l o g y O v e r v i e w L e s s o n 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:

• Planning the application

• Building the data structures

• Building the user interface

• Testing the application

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Describing PeopleSoft Application Development Methodology (continued) Phase 1, the planning phase, is the most important phase of development. Elements of planning include:

• Design analysis

• Fit-gap analysis

• Cost analysis

• Resource analysis

• Contingency analysis

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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:

• Create field definitions

• Create record definitions

• Build SQL tables

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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:

• Create page definitions

• Create component definitions

• Set up user navigation

• Set up user security

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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:

• Verify navigation

• Verify security

• Enter and verify data

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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:

• Creating all definitions used in a PeopleSoft environment.

• Creating PeopleCode programs.

• Creating Application Engine programs.

• Creating internet workflow.

• Integrating products.

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Describing the PeopleSoft Application Designer (continued) Some development tasks that you do not perform in the Application Designer are:

• Setting up Definition Security

• Creating queries

• Creating SQR programs

• Modifying COBOL programs

• Running PeopleSoft Data Mover scripts

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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:

• Create field definitions.

• Create record definitions.

• Build the SQL tables.

• Create page definitions.

• Create component definitions.

• Set up component navigation.

• Set up user security.

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Finding Information About PeopleSoft Application Designer in PeopleBooks

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

• Information for planning application development.

• Information for creating data structures.

• User Interface design and implementation.

• Appendixes.

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Student Notes

This table lists the locations of additional information in the PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer:

Location Type of Information

Using PeopleSoft Application Designer

This chapter provides general usage information.

Development chapters

These chapters discuss development concepts and tasks:

• “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.

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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:

• PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer

• PeopleTools 8.44 PeopleBook: Security Administration

• PeopleTools 8.44 PeopleBook: Internet Technology

• PeopleTools 8.44 PeopleBook: PeopleCode Developer's Guide

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Student Notes

This table describes the additional PeopleBooks that contain information about PeopleSoft Application Designer and application development using PeopleTools.

PeopleBook Description

PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer

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: Internet Technology

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

PeopleTools 8.44 PeopleBook: PeopleCode Developer's Guide

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.

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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.

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

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L e s s o n 3

Navigating PeopleSoft Applications

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

• Navigate PeopleSoft applications.

• Use search pages.

• Identify definitions.

• Enter and modify data.

• Find information using PeopleBooks.

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N a v i g a t i n g P e o p l e S o f t A p p l i c a t i o n s L e s s o n 3


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

• A URL

• A valid user ID

• The correct password for the user ID

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L e s s o n 3 N a v i g a t i n g P e o p l e S o f t A p p l i c a t i o n s


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.

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

PeopleSoft homepage

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

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Navigating PeopleSoft Applications (continued) Two elements make up the navigation:

• Folders.

• Content references.

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Student Notes

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

The menu pagelet

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

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Navigating PeopleSoft Applications (continued) You can define content that you use often as a favorite. There are

• PeopleSoft favorites.

• Browser favorites or bookmarks.

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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 accessed from different locations.

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

Any users can see the same favorites, regardless of PeopleSoft user ID.

Favorites are stored by user ID.

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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.

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Student Notes

Use the Search page as an alternate means of navigation.

Search page

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

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Activity 1: Using Basic Navigation Tools In this activity, you will read the activity overview and:

1. Sign in.

2. Use content references to load components.

3. Create PeopleSoft favorites.

4. Navigate with searches.

See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,” Activity 1: Using Basic Navigation Tools.

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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.

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

• Are dynamically built based on several definition properties.

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Using Search Pages (continued) Depending on how you configure a component, you may see:

• A basic search page.

• An advanced search page.

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Student Notes

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

Page Name Navigation

Personal Information Students, Personal Information

Click the Basic Search link.

Personal Information Students, Personal Information

Click the Advanced Search link.

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

Basic search page for Student Personal Information

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

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Advanced search page for Student Personal Information

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

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Using Search Pages (continued) The search fields that appear on the page are determined in the record definition. They are termed

• Search keys.

• Alternate search keys.

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Student Notes

Use the Record Field properties dialog to select search properties.

Dialog Name Navigation

Record Field Properties File, Open,

Select Record in the Definition field.

Select a record.

Double click a field

Record field properties

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

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

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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.

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Student Notes

Use the following navigation path to access this page:


Save Search As Students, Personal Information

Click the Save Search Criteria link.

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

Save Search As page

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

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Using Search Pages (continued) There are four steps to creating a saved search:

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.

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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.

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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:

• Definition basics.

• Component definitions.

• Page definitions.

• Field definitions.

• Definition names.

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Identifying Definitions (continued) Definitions make up the PeopleSoft user interface:

RecordRecord

Navigation

Field A

Page 1 Page 2

Security

Component

Field B

Field C

Field D

Field E

Field F

Field G

Field H

Interdependent PeopleSoft definitions

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Identifying Definitions (continued) The component definition is central to the user interface. Component definitions determine:

• The search page.

• The toolbar buttons at the bottom of the screen.

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

• The pages that you access.

• Page tabs or hyperlinks.

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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.

• 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.

• 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.

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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.

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Identifying Definitions (continued) Pages can contain many different field types represented by different controls including:

• Edit boxes.

• Drop down list boxes.

• Check boxes.

• Radio buttons.

• Images.

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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.

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Student Notes

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


Personal Details Instructors, Professional Details

Select an instructor.

Press CTRL + J.

Information displayed with CTRL+ J keyboard combination

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Entering and Modifying Data Components include a series of buttons at the bottom of the screen.

• Save.

• Return to Search.

• Next/Previous in List.

• Add.

• Update/Display.

• Show History.

• Correct History.

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Student Notes

Configure these buttons in the component:

Component toolbar

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

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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.

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Student Notes

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”

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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:

• The search page

• The component

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Search page Students, Personal Information

Personal Details Students, Personal Information

• Use the search page to add a new value.

Personal Information search page

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

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Personal Details page

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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.

• User the insert row button in the grid.

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Student Notes



Products by Customer Customer, Products Purchased

Purchase Order Purchasing, Maintain Purchase Orders

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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.

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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.

• A navigational taxonomy for locating information.

• A text search capability.

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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.

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Finding Information Using PeopleBooks (continued) You can navigate PeopleBooks in several ways.

• PeopleBooks library

• Verity search

• Contents view

• Index view

• Search view

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Student Notes

The PeopleBooks library gives you multiple ways to access information:

PeopleBooks library

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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.

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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.

• PeopleSoft definitions are interdependent.

• 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 application.

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L e s s o n 4

Explaining PeopleSoft Architecture


• Describe PeopleSoft databases.

• Explain data transfer in PeopleSoft Internet Architecture.

• Identify requirements for the development environment.

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E x p l a i n i n g P e o p l e S o f t A r c h i t e c t u r e L e s s o n 4


Describing PeopleSoft Databases Tables in PeopleSoft databases fall into three general areas:

Application Data

PeopleTools

System Catalog

Three categories of tables

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L e s s o n 4 E x p l a i n i n g P e o p l e S o f t A r c h i t e c t u r e


Describing PeopleSoft Databases (continued) System catalog tables contain the database metadata and:

• Track all objects in the entire database.

• Are analogous to a table of contents.

• Vary based on the platform.

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Describing PeopleSoft Databases (continued) The PeopleTools tables contain metadata about the PeopleSoft application installed on the database. PeopleTools tables:

• Have consistent structure between applications.

• Vary in content between applications.

• Have their content modified by PeopleTools such as PeopleSoft Application Designer.

• Are converted to HTML, delivered to browser.

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

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Describing PeopleSoft Databases (continued) Application data tables hold the data that users enter into the database:

• Specific tables are determined by application.

• Developers can create more.

• Content is modified through the user interface.

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

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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.

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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.

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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:

• Browsers as clients.

• Web servers.

• Application servers.

• Database servers.

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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:

• Easy access.

• Platform independence.

• Low bandwidth access.

• Simple application maintenance and deployment.

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Explaining Data Transfer in PeopleSoft Internet Architecture (continued) This diagram illustrates that the client does not have native capabilities to display database content:

Application Data

PeopleTools

System Catalog

DatabaseServer

Browser

HTML 4Compatible

Browser Browser and database server

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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:

Application Data

Web Server

Web Services

PeopleTools

System Catalog

DatabaseServer

Browser

HTML

HTML 4Compatible

Browser

The HTML connection between the browser and the web server

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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 Data

Web Server

Web Services

Java Servlets

ApplicationServer

PeopleSoftServices

Tuxedo/Jolt

PeopleTools

System Catalog

DatabaseServer

Browser

HTML

Jolt

SQL

HTML 4Compatible

Browser

The application server communicates with the web server and the database

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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:

• No code runs on the client.

• All code runs on the application server.

• Running code requires a server trip and a browser refresh.

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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.

• You can specify when you want the server to process.

• User experience is a large factor in its success.

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Explaining Data Transfer in PeopleSoft Internet Architecture (continued) Multi-row insert is another development option to limit server trips. Multi-row processing:

• Is used when entering multiple rows of data.

• Enables the user to enter the number of data rows to insert.

• Holds the data in the component buffer until you save the component.

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Student Notes

Use this page to insert multiple rows:


Purchase Orders Purchasing, Maintain Purchase Orders

Purchase Orders page

See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Guidelines for Designing Pages”

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Activity 6: Explaining Data Transfer in PeopleSoft Internet Architecture

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

• Enter data on a page that defers processing.

• Enter data on a page that does not defer processing.

• Enter data on a page that includes a multi-row insert capability.

See PeopleTools I: Activity Guide, lesson 4, “Explaining PeopleSoft Architecture,” Activity 6: Explaining Data Transfer in PeopleSoft Internet Architecture.

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Identifying Requirements for the Development Environment The development environment primarily consists of the PeopleSoft Application Designer and:

• Is installed on the Windows client with the installation of PeopleTools.

• Manipulates data in the PeopleTools tables on the database.

• Connects to the database directly or by means of an application server.

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Identifying Requirements for the Development Environment (continued) This diagram shows the way that the two types of development workstations fit into the architecture:

Application Data

Web Server

Web Services

Java Servlets

ApplicationServer

PeopleSoftServices

Tuxedo/Jolt

PeopleTools

System Catalog

DatabaseServer

DevelopmentSystem (2-Tier)

Jolt

SQL

DevelopmentSystem (3-Tier)

Tuxedo

SQL

HTML

HTML

Two-tier and three-tier connections

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Student Notes

This table contrasts two-tier and three-tier connections:

Connection Type

Communication Protocol

Security Connection Management

Simplicity Functionality

Two-tier SQL is inefficient except when you connect to a fast local network.

This requires direct database connectivity.

There is potential for security violations.

The database server manages this connection. This can slow performance when you make multiple connections.

You point an ODBC connector to the database.

Manages all tasks.

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Connection Type

Communication Protocol

Security Connection Management

Simplicity Functionality

Three-tier BEA Tuxedo and TCP/IP are fast, especially over a WAN.

The connection is managed by the application server. There is less exposure to security violations.

The application server manages this connection. The database server has to manage only the connection to the application server.

You must configure an application server.

Does not execute PeopleSoft Data Mover commands or perform PeopleSoft Application Designer upgrades.

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Identifying Requirements for the Development Environment (continued) Unlike in previous releases of PeopleTools, developers need access to the entire PeopleSoft Internet Architecture setup to test their work as this diagram illustrates:

Application Data

Web Server

Web Services

Java Servlets

ApplicationServer

PeopleSoftServices

Tuxedo/Jolt

PeopleTools

System Catalog

DatabaseServer

Browser

Windows Client(2-Tier)

HTML

Jolt

SQL

Windows Client(3-Tier)

Tuxedo

SQL

HTML 4Compatible

Browser

PeopleSoft Internet Architecture

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Activity 7: Identifying Requirements for the Development Environment

In this activity, you will review the activity overview and identify terms

See PeopleTools I: Activity Guide, “PeopleSoft Architecture,” Activity 7: Identifying Requirements for the Development Environment.

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• A PeopleSoft database consists of three types of tables: System catalog tables, PeopleTools tables, and application data tables.

• PeopleSoft Internet Architecture transfers data from the database to the application server where it is transformed to HTML that is assembled by the web server and presented to the user on a browser.

• Development environments require either a direct ODBC connection or an application server connection to the database.

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L e s s o n 5

Organizing Data


• Normalize data.

• Describe relational data models.

• Read data models.

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O r g a n i z i n g D a t a L e s s o n 5


Normalizing Data The process of organizing data into logically related tables is called normalization. The goal of normalization is to ensure that data is never entered in two places. Normalization:

• Can lead to complex designs.

• Often requires compromise, trading complexity for redundancy.

• Has several standard levels of normalization.

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L e s s o n 5 O r g a n i z i n g D a t a


Describing Relational Data Models Because relational databases are used in a variety of contexts, RDBMS terminology includes multiple expressions for the same element. This table lists some of these expressions:

PeopleSoft Terms Equivalent Terms

Table File, set

Row Record, occurrence, entry, line

Column Field, item, data element, attribute

RDBMS terminology

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Describing Relational Data Models (continued) Relational data modeling has three basic goals:

• Minimize data redundancy.

• Promote efficient retrieval of data.

• Maximize flexibility.

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Describing Relational Data Models (continued) This is an example of non-relational data about Mark Larsen:

Name Address Company Degree Skill Level

Larsen,Mark 1776 Mt. Diablo XYZ Corp AAS CSA M

Larsen,Mark 1776 Mt. Diablo XYZ Corp MBA DBD M

Larsen,Mark 1776 Mt. Diablo XYZ Corp DUP H

Larsen,Mark 1776 Mt. Diablo XYZ Corp PT H

Larsen,Mark 1776 Mt. Diablo XYZ Corp SQL M

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Describing Relational Data Models (continued) Through normalization, relational database models separate data into tables that are related to one another:

• Key structure establishes links between tables.

• There are two types of relationships: Parent/child and prompt.

• Keys play a role in both relationship types.

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Student Notes

This table defines common terms that are used in relational databases:

Parent/Child The parent table stores basic information related to the high-level key. Child tables use a complex key structure; they share the same high-level key with the parent and include at least one additional key.

Prompts The key from the prompt table is stored in the prompting table. This is a form of data validation. In other databases, this is often called a foreign or candidate key.

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Describing Relational Data Models (continued) To understand table relationships in a PeopleSoft application, you need to know these terms:

• Search key

• High level key

• Prompt table

• Parent table.

• Child table

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Describing Relational Data Models (continued) This diagram shows a prompt table, a parent table, and a child table.

STUDENT_ID STUDENT_NAME CUSTOMER_ID EMPHASIS2001 Larsen,Mark D XYZ F2003 Bechingham,Carol CONS T2020 Carson,Kitty LSL T

PSU_STUDENT_TBL (Parent)

CUSTOMER_ID DESCR DESCR_SHORTCONS Consulting Services Cons SrvsLSL LoneStar Longhorn Cattle Co. LoneStar XYZ XYZ Corporation XYZ

T1_CUST_TBL (Prompt)

Key

Key

STUDENT_ID SKILL PROFICIENCY2001 CSA M2001 DBD M2001 DUP H2001 PT H2001 SQL M

Key Key

PSU_STUDENT_EXP (Child)

STUDENT_ID DEGREE SCHOOL_CODE MAJOR2001 AAS NC0001 Business Management 2001 MBA MA1000 Business Administration

PSU_STUDENT_ED (Child)

Key Key (Duplicate)

Prompt table, parent table, and child table

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Activity 8: Normalizing Flat Data In this activity, you will review the activity overview and normalize flat data.

See PeopleTools I: Activity Guide, lesson 5, "Organizing Data," Activity 8: Normalizing Flat Data.

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Reading Data Models Data models show the relationships between database tables:

• A conceptual model shows entity names and relationships.

• A physical model is more detailed and includes table names, key structure, and column names.

• PeopleSoft delivers physical data models for all database applications.

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Student Notes

You can find data models on Customer Connection at www.peoplesoft.com.

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Reading Data Models (continued) This diagram shows an example of the physical data model:

CUSTOMER_IDDESCRDESCRSHORTCUSTOMER_TYPEPHONEPSU_ADDRESS_SBRCONTRACT_DTTRAINING_UNITSDESCRLONG

T1_CUST_TBL

STUDENT_IDSTUDENT_NAMECUSTOMER_IDEMPHASISSAME_ADDR_CUSTOMERPSU_ADDRESS_SBRPHONEPROJECT_ROLE

PSU_STUDENT_TBL STUDENT_IDSKILLPROFICEINCYDATE_LAST_MAINT

PSU_STUDENT_EXP

STUDENT_IDDEGREESCHOOL_CODEMAJORGPAGRADUATE_INDICATOR

PSU_STUDENT_ED

Physical entity relationship diagram

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Reading Data Models (continued) This table shows the four types of connection symbols:

For each row A, row B has a minimum of one and a maximum of one row.

For each row A, row B has a minimum of zero and a maximum of one row.

For each row A, row B has a minimum of one and a maximum of many rows (the crow’s foot means many).

For each row A, row B has a minimum of zero and a maximum of many rows.

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Reading Data Models (continued) You read the relationships both ways, from A to B, then B to A. The following diagram shows these relationships:

STUDENT_IDSTUDENT_NAMECUSTOMER_IDEMPHASISSAME_ADDR_CUSTOMERPSU_ADDRESS_SBRPHONEPROJECT_ROLE

PSU_STUDENT_TBL

STUDENT_IDDEGREESCHOOL_CODEMAJORGPAGRADUATE_INDICATOR

PSU_STUDENT_ED

Connection between two tables

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Reading Data Models (continued) PeopleSoft data models are available in Visio, HTML, and PDF formats. Data models:

• Are included on the PeopleBooks installation CD.

• Can be downloaded from PeopleSoft Customer Connection by product line.

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• You can normalize data by removing redundancies among tables.

• A relational data model is a diagram that describes how tables in an application are related.

• In a relational data model, connecting symbols describe the relationships between tables.

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Notes

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L e s s o n 6

Validating Data


• Describe prompt tables.

• Use effective dating.

• Compare validation types.

• Explain tableset sharing.

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V a l i d a t i n g D a t a L e s s o n 6


Describing Prompt Tables In a prompt table edit, field values can be filled or edited only from a list of values in the prompt table. This diagram shows the prompt table PSU_INSTR_TBL filling values for the Instructor field in the PSU_CRS_SESSN table.

INSTRUCTOREFFDTEFF_STATUSDESCRBUSINESS_UNITLAST_NAMEFIRST_NAMECURR_DEV_FLAGCOURSE_TYPEFACILITYPSIMAGEVERPHOTO

PSU_INSTR_TBL

T1_CRS_SESSN

T1_COURSET1_SESSN_NBRBUSINESS_UNITT1_START_DTEND_DTT1_MAX_ENROLLINSTRUCTORTRAINING_LOCT1_CLASSROOM

Prompt table with values for the Instructor field

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Student Notes

Structurally, a prompt table is no different from any other application data table. It stores values that other tables can validate against.

See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Record Definitions”

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L e s s o n 6 V a l i d a t i n g D a t a


Describing Prompt Tables (continued) The Student page uses the customer table to provide valid values. When you select from the search results, the key value from the prompt table is written to the field. If you enter an invalid value, the system warns you and does not allow a save.

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Using Effective Dating Tables containing an effective date (EFFDT) field as a key are called effective-dated tables. Effective dating:

• Retains historical data.

• Stores data for future use.

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Student Notes

To understand the value of effective dating, here are a few examples of challenges in trying to maintain historical data or in noting future data changes.

Example 1: If Bryan Lake were promoted to senior clerk, would there be a record of his being a clerk?

EMPLID (Key) NAME TITLE WAGE

1724 Lake,Bryan Clerk 10.50

Example 2: If Syndee Edmonds were to take a leave of absence (become an inactive employee), how will it be recorded?

EMPLID (Key) NAME TITLE WAGE

9442 Edmonds,Syndee Associate 11.25

Example 3: If the product’s price changes at midnight, with the following table structure you can’t make this happen.

PRODID (Key) DESCR COST RETAIL

100567 Tambourine 12.87 29.99

100568 Cowbell 4.22 11.99

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Using Effective Dating (continued) These altered table structures solve the challenges:

EMPLOYEE PRODUCT

EMPLID (key)

EFFDT (key)

EFF_STATUS

NAME

TITLE

WAGE

PRODID(key)

EFFDT (key)

EFF_STATUS

DESCR

COST

RETAIL

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Student Notes

These examples allow for the necessary changes:

Notice the EFFDT field in the Employee table:

EMPLID (Key) EFFDT(Key) EFF_STATUS NAME TITLE WAGE

1724 08/15/2002 A Lake,Bryan Clerk, Sr. 12.00

1724 05/11/2002 A Lake,Bryan Clerk 10.50

9442 01/01/2004 A Edmonds,Sydnee Associate 11.25

9442 06/01/2002 I Edmonds,Sydnee Associate 11.25


Notice the EFFDT field in the Product table:

PRODID (Key) EFFDT (Key) EFF_STATUS DESCR COST RETAIL

100567 11/01/2002 A Backpack 13.22 32.99

100567 12/01/2000 A Backpack 12.87 29.99

100568 11/01/2002 A Mousepad 5.03 12.49

100568 12/01/2000 A Mousepad 4.22 11.99

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Using Effective Dating (continued) Effective-dated tables include three types of rows:

• Future

• Current

• History

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Student Notes

This table defines terms that are used in effective dating:

Future The effective date is greater than the current system date.

Current The effective date is the closest to today, but is not in the future.

History The effective date is less than the current effective date.

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Using Effective Dating (continued) When entering rows into effective-dated tables, you have four action choices:

• Add

• Update/Display

• Include History

• Correct History

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Student Notes

• As you do with any other table, you use Add to create a new search key value:

EMPLID EFFDT EFF_STATUS NAME TITLE WAGE


• Use Update/Display to edit data that is subordinate to an existing search key, including inserting rows, as shown in this table:




In Update/Display mode, only the current and future rows are available to the user. You can update the future rows and you can insert any row with an EFFDT greater than the current row.

• Use Include History to view (but not change) historical data, as shown in this table:





• Use Correct History to view and edit data regardless of effective date, as shown in this table:



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Using Effective Dating (continued) This table summarizes each action mode:

Action Can View Can Insert Can Update

Add NA New high-level key NA

Update/Display Current, future New effective date greater than the current row

Future only

Include History History, current, future New effective date greater than the current row

Future only

Correct History History, current, future Any effective date All rows

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1 0 0 P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l

Using Effective Dating (continued) Entering data into effective-dated pages is unique. Even though all the data resides on a single table, the page contains two levels. The current effective date for a given high-level key is displayed. This design enables you to enter multiple effective dates for each high-level key. All effective-dated pages follow these rules:

• All rows are categorized as history, current, or future.

• When you insert a new row, data for all fields is copied from the current row.

• When prompting to tables that are effective dated, only current, active values are available.

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P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l 1 0 1

Using Effective Dating (continued) When a field on a page prompts against an effective-dated table, only current, active choices appear. There are four possible combinations to consider, as described in this table:

Table Writing To Prompt Table Behavior

No effective date No effective date All rows retrievable; displays the first 300 rows

No effective date Effective date Rows categorized against the system date; current, active rows retrievable

Effective date Effective date Rows categorized by effective date; current, active rows retrievable

Effective date No effective date All rows retrievable; displays the first 300 rows

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Using Effective Dating (continued) This example shows both tables as effective-dated tables. Consider the following row for the Department table. The MGR column uses values from the Personal Data table.

MGR field prompting to the EMPLID field

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Activity 9: Using Effective Dating In this activity, you will review the activity overview and:

• Use effective-dated tables.

• Use prompt tables.

See PeopleTools I: Activity Guide, lesson 6, “Validating Data,” Activity 9: Using Effective Dating.

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Comparing Validation Types In addition to prompt tables, there are other types of validation:

• The translate table (PSXLATITEM) prompt.

• The Yes/No prompt.

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Comparing Validation Types (continued) Prompt and translate tables provide values for the users to select. However, the fields they represent differ visually.

This is a summary of prompt and translate table characteristics:

Prompt Table Translate Table

Developers determine table structure. PeopleSoft developers determines table structure.

Users can access from any field configured to prompt. Values are tied to a specific field.

Users are taken to a search page to select a value. Users see a list of descriptions or radio buttons.

Users can maintain values. Developers maintain values.

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Student Notes

The Personal Details page shows every type of prompt:


Personal Details Students, Personal Information

Personal Details page


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Comparing Validation Types (continued) Using the translate table for prompts can enhance usability. Users can select a value with two clicks instead of using the search page. This table shows considerations for when to use prompt table edit and when to use translate table edit:

Consideration Prompt Table Edit Translate Table Edit

Number of choices Use when there are many choices. The lookup page can show up to 300 lines and can be filtered with search criteria.

Use when there is a short list, 30 or fewer.

Maintenance Use when prompt values change often. The prompt table is accessible to the users who have security access; users can maintain values.

Use when the list of choices is relatively static. The developer enters values as a property of the field definition.

Data structure Use when more than a description has to be associated with the high-level key.

Use when all you need is a description of the value.

Caching This table is not cached. This table is cached for quick access.

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Activity 10: Viewing and Entering Prompt Values in this activity, you will review the activity overview and view and enter prompt values.

See PeopleTools I: Activity Guide, lesson 6, “Validating Data,” Activity 10: Viewing and Entering Prompt Values.

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Explaining Tableset Sharing Use tableset sharing to filter prompt table choices based on business rules. In PeopleSoft applications, a large percentage of the tables are keyed with one of two fields:

• Business Unit

• SetID

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In HCM applications, you will find these fields in many tables, although Business Unit is not necessarily a high-level key.

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Explaining Tableset Sharing (continued) Many PeopleSoft applications include prebuilt tableset sharing that filters results by product line, department, reporting structure, region, and other organizational lines. This diagram shows prompt values that have been limited by location:

AtlantaBostonCopenhagenMexico CityNew YorkParisSan FranciscoTokyo

LocationPromptTable

AtlantaBostonNew YorkSan Francisco

Location Prompt(USA)

CopenhagenMexico CityParisTokyo

Location Prompt(International)

Prompt values limited by location

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Activity 11: Determining Validation Strategies In this activity, you will review the activity overview and examine a data model of the application that you will build in class. You will determine what data validation strategy to use for a number of prompts, based on the five strategies introduced in this lesson:

• Prompt table edits

• Effective-dated tables

• Translate table prompts

• Yes/No edits

• Tableset sharing prompts

See PeopleTools I: Activity Guide, lesson 6, “Validating Data,” Activity 11: Determining Validation Strategies.

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• Prompt tables are master lists of data that you can use to constrain data that you enter in a field.

• Effective-dating logic divides data into historical, current, and future data.

• PeopleSoft applications are delivered with multiple types of validation.

• Tableset sharing allows you to use business rules to constrain data that a user can access.

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Notes

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L e s s o n 7

Developing Applications by Using the Eight Steps


• Describe the PeopleSoft application development process.

• Describe the PeopleSoft Application Designer Interface.

• Organize definitions in a project.

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D e v e l o p i n g A p p l i c a t i o n s b y U s i n g t h e E i g h t S t e p s L e s s o n 7


Describing the PeopleSoft Application Development Process In PeopleSoft environments, application development requires four phases:

User Interface

Test

Data Design

Plan

DesignApplication

TestApplication

DefineFields

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

Application development phases

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L e s s o n 7 D e v e l o p i n g A p p l i c a t i o n s b y U s i n g t h e E i g h t S t e p s


Describing the PeopleSoft Application Development Process (continued) You divide the four phases into the eight steps of application development.

1. Plan the application.

2. Define fields.

3. Define records.

4. Build tables.

5. Define pages.

6. Define components.

7. Register components.

8. Test the application.

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Describing the PeopleSoft Application Development Process (continued) The eight-step process affects every layer of tables.

1. Design the Application

2. Define New Fields

3. Create the Record Definition

4. Build the SQL Table

5. Create the Page Definition

6. Define the Component

7. Register Component

8. Test the Application

Database Server

Application Data

PeopleTools

System Catalog

Tables affected by each development step

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Describing the PeopleSoft Application Designer Interface The following diagram shows how the PeopleSoft Application Designer enters data into PeopleTools tables:

Application Data

PeopleTools

System Catalog

DatabaseDevelopmentWorkstation

DefinitionsBuild

Tables

PeopleTools tables

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Describing the PeopleSoft Application Designer Interface (continued) Pages comprise several definition types. Use the PeopleSoft Application Designer to create and maintain definitions.

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Activity 12: Using the PeopleSoft Application Designer In this activity, you will review the activity overview and:

• Use the browser to examine a page.

• Use the PeopleSoft Application Designer to examine page elements.

See PeopleTools I: Activity Guide, lesson 7, “Developing Applications by Using the Eight Steps,” Activity 12: Using the PeopleSoft Application Designer.

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Organizing Definitions in a Project A project is a container that holds references to many definitions. Use projects to:

• Group definitions into logical areas.

• Coordinate the work of several developers who are working on the same application.

• Better understand the relationships between definitions.

• Simplify access to definitions during development.

• Organize definitions to promote them from development to production.

• Streamline the migration of definitions from one database to another during the upgrade process.

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Organizing Definitions in a Project (continued) You can insert definitions into a project in multiple ways:

• Select Insert, Current Definition into Project if the definition is open and active.

• Select Insert, Definition into Project if the definition is not open.

• Press the F7 key to insert a definition that is open and active.

• Press CTRL+F7 to insert a definition that is not open.

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Organizing Definitions in a Project (continued) You can automatically include definitions that you create or alter in the project that you have open; you must set a few tools options.

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Use the following navigation path in the Application Designer to access this page:

Dialog Box Name Navigation

Options Tools, Options

Select the Project tab.

Options Tools, Options

Select the Validate tab.

• Use the Options dialog box to set project preferences:

Options dialog box

• Use the Options dialog box to set project spell checking preferences:

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Options dialog box

See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Working with Projects”

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Organizing Definitions in a Project (continued) You create a project the same way that you create any definition in the Application Designer:

1. Select File, New.

2. Select Project from the dialog box.

3. Select File, Save As.

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Activity 13: Organizing Definitions in a Project In this activity, you will review the activity overview and:

• Open an existing project.

• Insert definitions into a project.

• Set project options.

• Create a new project.

See PeopleTools I: Activity Guide, lesson 7 “Developing Applications by Using the Eight Steps,” Activity 13: to Organizing Definitions into Projects.

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• To create a PeopleSoft application, use the eight steps of application development.

• The PeopleSoft Application Designer is the primary tool for developing PeopleSoft applications.

• You organize definitions into projects to assist you when you upgrade the definitions.

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L e s s o n 8

Designing the Application


• Plan the application.

• Determine functional specifications.

• Determine technical specifications.

• Describe the training application.

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D e s i g n i n g t h e A p p l i c a t i o n L e s s o n 8


Planning the Application Designing the application or the planning phase, is the first stage of application development, which this diagram illustrates:

User Interface

Test

Data Design

Plan

TestApplication

DefineFields

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

DesignApplication

The relative importance of the design phase

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L e s s o n 8 D e s i g n i n g t h e A p p l i c a t i o n


Planning the Application (continued) In designing the application, consider your goals to include:

• Resource allocation.

• Cost constraints.

• Time.

• Contingency planning.

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Activity 14: Choosing Design Participants In this activity, you will review the activity overview and choose the participants of the design phase.

See PeopleTools I: Activity Guide, lesson 8, “Designing the Application,” Activity 14: Choosing Design Participants.

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Determining Functional Specifications A set of functional specifications is likely your starting point for development. Complete specifications are:

• Well planned.

• Written by people with a variety of backgrounds.

• Sufficiently detailed with regard to table relationships, functional design, and so on.

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Determining Functional Specifications (continued) PSU Training requires a list of its courses. Each course must include:

• Course code.

• Course description.

• Course type (such as PeopleTools or HRMS).

• Course length.

• Number of training units.

• PeopleTools version.

• Application version.

• Name of the curriculum developer (an instructor).

• On-site status.

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Activity 15: Determining Functional Specifications In this activity, you will review the activity overview and ask questions about creating specifications.

See PeopleTools I: Activity Guide, lesson 8, “Designing the Application,” Activity 15: Creating Functional Specifications.

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Determining Technical Specifications The technical specifications identify:

• Field definitions.

• Record definitions.

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These specifications identify the field definitions:

Name Type Length Label (Long/Short) Format Translate Exists

T1_COURSE Char 6 Course Code / Course Upper N N

EFFDT Date 10 Effective Date / Eff Date

N/A N Y

EFF_STATUS Char 1 Status as of Effective Date / Status

Upper Y Y

DESCR Char 30 Course Title / Title Mixed N Y

COURSE_TYPE Char 4 Course Type / Type Upper Y Y

T1_LENGTH_DAYS Num 2.1 Length (Days) / Length

N/A N N

T1_UNITS Num 2.1 Training Units / Units N/A N N

T1_ONSITE Char 1 Available at Customer Site / On Site

Upper N N

INSTRUCTOR Char 4 Curriculum Developer / CD

Upper N Y

T1_APP_REL Char 4 Application Release / App Release

Upper Y N

T1_TOOLS_REL Char 4 PeopleTools Release / Tools Release

Upper Y N

These specifications identify the record definition, T1_COURSE_TBL:

Name Key Srch List Req Edit Prompt Table Default

T1_COURSE Key Y Y Y N/A N/A N/A

EFFDT Key N N Y N/A N/A %Date

EFF_STATUS N N N N XLAT N/A A

DESCR Alt N Y Y N/A N/A N/A

COURSE_TYPE N N N Y XLAT N/A V

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T1_LENGTH_DAYS N N N N N/A N/A N/A

T1_UNITS N N N N N/A N/A N/A

T1_ONSITE N N N Y Y/N N/A Y

INSTRUCTOR N N N N Prompt PSU_INSTR_TBL N/A

T1_APP_REL N N N Y XLAT N/A 8.80

T1_TOOLS_REL N N N Y XLAT N/A 8.40

These specifications identify a page definition, T1_COURSE:

Course Details page

These specifications identify a component definition, T1_COURSE:

Element Value

Pages T1_COURSE

Item labels Course Details

Search record T1_COURSE_TBL

Actions Add

Update/Display

Update/Display All (Include History)

Correction (Correct History)

Default search mode Advanced

Default search action Update/Display

Toolbar buttons Save

Return to List

Next in List

Previous in List

Add

Update/Display

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Update/Display All (Include History)

Correction (Correct History)

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Determining Technical Specifications (continued) As part of the technical specifications you must determine:

• Who can access the pages in the component.

• How the component appears in navigation.

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Describing the Training Application This application is partially complete. You have been looking at lists of students and instructors that are a part of it. You will continue development and add more components. This section discusses:

• The production schedule for this class.

• The application data model.

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Describing the Training Application (continued) To maintain your production schedule, you have to add four application elements:

• Course and Course Materials.

• Course Session and Course Enrollment.

• Course Databases.

• Course Evaluation.

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This table provides a project plan for the remainder of the course:

Application Description Due Date

Course and Course Materials Allows entry of all PSU courses and links them to the materials that are required to conduct them. Two components.

Day 3

Course Sessions and Course Enrollment

Allows courses to be scheduled into sessions on various dates and at various facilities, and allows students to be enrolled in these sessions. Two components.

Day 4

Course Databases Links a table of master databases used on student workstations to the courses with which they are used. Two components.

Day 4

Course Evaluation Allows students to enter evaluation information for each course session. One component.

Day 5

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• Planning an application is the most important phase of development.

• Creating the functional specifications begins the process of defining the capability of the application.

• You use the functional specifications to create technical specifications.

• The training application that you build will allow you to track students and the courses they take.

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L e s s o n 9

Defining Fields


• Discuss fields in PeopleSoft applications.

• Identify field definition types and properties.

• Create field definitions.

• Assign translate values.

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D e f i n i n g F i e l d s L e s s o n 9


Discussing Fields in PeopleSoft Applications After you design an application, you can start building it. In PeopleSoft applications, this means creating definitions. Field definitions are the foundation for all other definitions. This diagram illustrates the define fields design phase:

User Interface

Test

Data Design

PlanDesign

ApplicationTest

Application

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents Define

Fields

Define field step of application development

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L e s s o n 9 D e f i n i n g F i e l d s


Discussing Fields in PeopleSoft Applications (continued) In this example, the entries CONS, LSL, and XYZ are data in the CUSTOMER_ID columns:

CUSTOMER_ID DESCR DESCR_SHORT

CONS Consulting Services Cons Srvs

LSL Lone Star Longhorn Cattle Company Lone Star

XYZ XYZ Corporation XYZ Corp

Customer data

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Discussing Fields in PeopleSoft Applications (continued) This diagram illustrates that field definitions can be used in many different record definitions:

CUSTOMER_ID DESCR DESCR_SHORTCONS Consulting Services Cons SrvsLSL LoneStar Longhorn Cattle Co. LoneStarXYZ XYZ Corporation XYZ

CUSTOMER_IDField Definition

STUDENT_ID STUDENT_NAME CUSTOMER_ID2001 Larsen,Mark D XYZ2003 Bechingham,Carol CONS2020 Carson,Kitty LSL

EMPHASISFTT

The CUSTOMER_ID field definitions used in different tables

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Identifying Field Definition Types and Properties The PeopleSoft environment supports these field types:

• Char (character).

• Long (long character).

• Nbr (number).

• Sign (signed number).

• Dt (date).

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

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Identifying Field Definition Types and Properties (continued) The PeopleSoft environment also supports these field types:

• Tm (time).

• DtTm (datetime).

• Img (image).

• Iref (image reference).

• Att (attachment).

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Identifying Field Definition Types and Properties (continued) Field properties include:

• Name.

• Type.

• Length.

• Label options.

• Translate values.

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Identifying Field Definition Types and Properties (continued) As with all PeopleSoft definitions, field definitions are stored in PeopleTools tables. You create and configure fields with the PeopleSoft Application Designer.

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In the PeopleSoft Application Designer, use the following navigation paths to access these definitions:

Definition Name Navigation

INSTRUCTOR (character field) File, Open

Select Field from the Definition drop-down list box

COMMENTS (long character field) File, Open


ADD_DT (date field) File, Open


ACTIONS (number field) File, Open


An example of a character field type is the INSTRUCTOR field:

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A character field type

An example of a long character field type is the COMMENTS field:

A long character field type

An example of a date field type is the ADD_DT field:

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A date field type

An example of a number field type is the ACTIONS field:

A number field definition

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Identifying Field Definition Types and Properties (continued) Many field definitions come delivered by PeopleSoft. Examples include:

• EFFDT

• EFF_STATUS

• DESCR

• DATE

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Activity 16: Examining Field Definitions In this activity, you will read the activity overview and examine PeopleSoft field definitions.

See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 16: Examining Field Definitions.

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Creating Field Definitions This section discusses the basics of creating fields in the Course application:

• A review of the PSU_COURSE technical specifications.

• Steps to creating field definitions.

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Creating Field Definitions (continued) To create field definitions, perform these steps in the PeopleSoft Application Designer:


2. Select Field from the list in the New Definition dialog box, and click the OK button.

3. Select the field type.

4. Configure the properties that are appropriate for the field type.

5. Enter a label ID, a long name, and a short name.

6. Select File, Save.

7. Enter a unique name.

8. Click the OK button.

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Activity 17: Creating Field Definitions for the Course Application In this activity, you will read the activity overview and

1. Enter new field labels.

2. Create new field definitions.

See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 17: Creating Field Definitions for the Course Application.

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Assigning Translate Values Values stored in the translate table are tied to specific field definitions. In this section you will review the translate table and discuss:

• Expanding the technical specifications to include translate values.

• Entering translate values into appropriate fields.

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Assigning Translate Values (continued) Translate values are assigned directly to field definitions and stored in the table PSXLATITEM. It is best to use translate values when:

• The values are specific to one field and are not to be shared by any other fields.

• The only values that you require are labels that identify the content.

• The values do not change often.

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Assigning Translate Values (continued) The four fields identified to have translate values in the technical specifications are:

• EFF_STATUS

• COURSE_TYPE

• T1_APP_REL

• T1_TOOLS_REL

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This table extends your technical specification, including the translate values that must be in place for each field definition that uses them. These rows show existing definitions:

Field Name Values Long Name Short Name

EFF_STATUS A

I

Active

Inactive

Active

Inactive

COURSE_TYPE D

E

F

H

M

S

T

V

X

Distribution

Enterprise Performance Mgmt

Financials

Human Resources

Manufacturing

Student Administration

Technical

Customer Relationship Mgmt

Multiple

Distrib

EPM

Financials

HRMS

Manuf

Stud Admin

Tech

CRM

Multi

These two rows show new definitions.

Field Name Values Long Name Short Name

T1_APP_REL 800

830

840

NA

8.00

8.30

8.40

Not Applicable

8.00

8.30

8.40

N/A

T1_TOOLS_REL 800

818

840

844

8.00

8.18

8.40

8.44

8.00

8.18

8.40

8.44

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Assigning Translate Values (continued) To enter translate values for a field, perform these steps:

1. Open the appropriate field.

2. Select File, Definition Properties.

3. Select the Translate Values tab.

4. Click the Add button.

5. Enter the name, effective date, long name, and short name.


7. Save the field.

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Activity 18: Creating Translate Values In this activity, you will read the activity overview and:

• Add translate values to the application release field.

• Add translate values to the tools release field.

See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 18: Creating Translate Values.

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Activity 19: Creating Field Definitions In this activity, you will read the activity overview and create field definitions for the T1_COURSE_MATL table.

See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 19: Creating Field Definitions.

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• Fields are stand-alone, reusable definitions.

• You can create a variety of field types such as character, number, time, date, and long character fields.

• To create field definitions you must choose a data type, enter values for labels, and provide a unique name.

• Translate values are associated with specific fields.

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L e s s o n 1 0

Creating Record Definitions


• Explain record definitions.

• Access record definition displays.

• Configure record definition properties.

• Configure record field use properties.

• Configure record field edits properties.

• Create a record definition.

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C r e a t i n g R e c o r d D e f i n i t i o n s L e s s o n 1 0


Explaining Record Definitions Once the field definitions are in place, you organize them into record definitions, as this chart shows:

User Interface

Test

Data Design

Plan

DesignApplication

TestApplication

DefineFields

BuildTables

DefinePages

DefineComponents

RegisterComponents

DefineRecords

Defining records in the data design phase of application development

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L e s s o n 1 0 C r e a t i n g R e c o r d D e f i n i t i o n s


Explaining Record Definitions (continued) The data design phase consists of steps 2 through 4 of the application design process. Creating record definitions is step 3. This diagram shows the relationship between the definitions:

Data design phase of application development

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Accessing Record Definition Displays Record definitions include properties for:

• Individual field definitions

• Each field in the record definition

• PeopleCode assigned to events with specific fields

• The record definition as a whole

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Use the following navigation path to access this definition in the PeopleSoft Application Designer:


PSU_STUDENT_TBL File, Open

Select Record from the Definition drop-down list box.

PSU_STUDENT_TBL record definition

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Accessing Record Definition Displays (continued) When you open a record definition, you see the Field Display view:

• The display buttons on the toolbar allow access to different views.

• You can also use the View menu to see different record displays.

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You can use the display buttons to access a summary of record field properties:

Display buttons for a record definition

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Accessing Record Definitions Displays (continued) There are four views:

• The Fields Display view shows field properties of the record definition.

• The Use Display view shows record field properties that pertain to key structure and default values.

• The Edits Display view shows how fields in the record definition prompt for data validation.

• The PeopleCode Display view shows which fields in the record definition have PeopleCode associated with them.

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Field display values are global attributes. Other display properties are local to the record definition.

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Activity 20: Accessing Record Definitions Displays In this activity, you will read the activity overview and access PeopleSoft field definitions.

See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 20: Accessing Record Definitions Displays.

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Configuring Record Definition Properties The Fields Display view shows a summary of field definition properties. You cannot change these properties in the record definition. You access these properties through the record definition by right-clicking the field.

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You can view field definition properties by right-clicking the record field and then selecting View Definition from the pop-up menu:

Pop-up menu showing View Field Properties menu item

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Configuring Record Definition Properties (continued) Record properties apply to the record as an entity. Record properties include:

• Documentation

• Record relationships

• Audit information

• Auto update information

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Record Properties File, Open

Select Record from the drop-down list box.

• Select the General tab in the Record Properties dialog box to view general record properties:

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General tab in the Record Properties dialog box

• Select the Use tab in the Record Properties dialog box to view information about record relationships and audits:

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Use tab in the Record Properties dialog box

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Activity 21: Examining Record Definition Properties In this activity, you will review the activity overview and:

• Examine field definition properties.

• Examine record properties.

See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 21: Examining Record Definition Properties.

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Configuring Record Field Use Properties In PeopleSoft record definitions, the following rules pertain to key structure:

• Typically, every record definition must include at least one key field.

• If a record definition is acting like a child, it must include the same key values as its parent, in the same order, and at least one more key.

• If a record definition uses effective dating, the EFFDT field must be a key field in descending order.

• Key fields are followed by duplicate order keys, in order of importance, then by fields that are not keys.

• Alternate search key fields can appear anywhere among regular fields, in any order. They do not need to be grouped.

• Key, duplicate order key, and alternate search key fields are mutually exclusive.

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Configuring Record Field Use Properties (continued) The Use Display view shows that the PSU_STUDENT_TBL record definition has a simple key structure, with a single key field: STUDENT_ID.

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Key fields precede non-key fields in a record definition.


PSU_STUDENT_TBL File, Open,

Select Record from the Definition drop down list box.

The key structure of the PSU_STUDENT_TBL record definition

Note. You should place all long character fields and image fields as the last field in the record definition.

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Configuring Record Field Use Properties (continued) If you double-click the STUDENT_ID field, the Record Field Properties dialog box appears. The first configuration option on the Use tab is Keys. Fields can be one of three types of key field options:

• Key.

• Search key.

• Alternate search key.

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You have many options to choose for key structure:

Key options in the Record Field Properties dialog box

A Field can be designated a key, duplicate order key or alternate search key. These are mutually exclusive properties. A key may be designated a search key. A duplicate order key generates a search index but allows duplicate values. An alternate search key is available on the search page for the component, but not as a key in the table structure. An index is generated for alternate search keys.


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Configuring Record Field Use Properties (continued) You build the search page by using the search key options. A field is available as a search option when:

• A field is a key and a search key.

• A field is an alternate search key.

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Notice the search properties of the PSU_STUDENT_TBL record definition:

The Use view showing search options

In this example, the PSU_STUDENT_TBL record definition builds the Personal Information search page:

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Personal Information search page

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Configuring Record Field Use Properties (continued) When you create field definitions, you enter the label ID. Keep these points about label IDs in mind:

• Every label ID has a long name and a short name associated with it.

• Every field definition must have at least one label ID; many field definitions have multiple label IDs.

• Configure each record field with the appropriate label ID.

• The default setting is ***Use Default Label***.

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Use the Record Field label ID to select a specific label from all of the labels associated with the field:

Record Field label ID drop-down list box

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Configuring Record Field Use Properties (continued) If you want new data rows to include default values for some fields, enter the value in the record field properties. Enter values for:

• Fields that use a check box (normally Y/N edits).

• Any fields that appear as radio buttons (normally translate edit fields).

• Effective date fields, usually with the system variable %date.

• Effective status fields, normally as active (A).

• Fields that validate against the translate table.

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Use the Default Value dialog box to enter a default associated with the field:

Default Value dialog box

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Configuring Record Field Use Properties (continued) The page control that you assigned in the Record Field Properties dialog box determines how the field appears when you develop the page definition.

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Use the Default Page Control drop-down list box to select a page control to be displayed when this field is placed on a page definition:

Default Page Control drop-down list box

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Configuring Record Field Use Properties (continued) You can select any page control from the Default Page Control list box; however, many controls might not be appropriate. This table shows examples of optional page controls:

Characteristic System Default Optional Page Controls

Translate table edit Drop-down list box Radio buttons Edit box (with prompt button) Check box (if only two values)

Prompt table edit Edit box (with prompt button) Drop-down list box

Yes/No edit Check box Drop-down list box

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Activity 22 Configuring Record Field Use Properties In this activity, you will review the activity overview and:

1. Examine combinations of key values.

2. Examine search options.

3. Examine label ID settings.

4. Examine default values.

See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 22: Configuring Record Field Use Properties.

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Configuring Record Field Edits Properties You configure data validation on the Edits tab of the Record Field Properties dialog box. You can validate a record field by:

• Selecting the Required check box.

• Selecting a Translate table edit.

• Selecting a Yes/No table edit.

• Selecting a Prompt table edit.

• Selecting a Prompt table with no edit.

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The Edits view shows an overview of the record field edits properties for fields in the record definition:

Edits view of the PSU_STUDENT_TBL record definition

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Configuring Record Field Edits Properties (continued) The Required record field property on the Edits tab determines whether a field must include data to save a row. At a minimum, mark the following as required:

• Key fields.

• Alternate search key fields.

• Radio buttons.

• Check boxes.

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Use the Edits tab to determine various types of validation:


CURR_DEV_FLAG File, Open

Select Record from the Definition field.

Double click the field.

Select the Edits tab.

Edits properties

Marking a field as required displays an asterisk on the page in the browser.

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Configuring Record Field Edits Properties (continued) To validate field values against a table:

1. Select Table Edit in the Record Field Properties dialog box.

2. Select the type of table validation values.

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Use the Edit Type drop-down list box to select a table validation:

Edit Type drop-down list box

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Configuring Record Field Edits Properties (continued) There are four table edit types:

• Prompt table edit.

• Prompt table no edit.

• Yes/No table edit.

• Translate table edit.

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The PSU_STUDENT_TBL record definition shows three of the four edit types:

PSU_STUDENT_TBL record definition

The CUSTOMER_ID field shows a prompt table edit. The EMPHASIS field shows a translate table edit, and the SAME_ADDR_CUSTOMER field shows a Yes/No table edit.

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Configuring Record Field Edits Properties (continued) When validating against a prompt table:

1. Specify the table edit type.

2. Specify the table where you find the valid values.

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Use the Prompt Table drop-down list box to select a table validation:

Prompt table edit retrieving values from the PSU_TRNLOC_TBL table

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Activity 23: Examining Record Field Edits Properties In this activity, you will read the activity overview and:

1. Examine the Edits display view.

2. Examine the Required check box.

3. Examine translate table edits.

4. Examine Yes/No table edits.

5. Examine Prompt table edits.

See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 23: Examining Record Field Edits Properties.

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Creating a Record Definition Before creating a record definition, revisit the technical specifications.

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This table shows the specifications for the T1_COURSE_TBL record definition:

Name Key Srch List Req Edit Prompt Table Default

T1_COURSE Key Y Y Y - - -

EFFDT Key - - Y - - %Date

EFF_STATUS - - - - XLAT - A

DESCR Alt - Y Y - - -

COURSE_TYPE - - - Y XLAT - V

T1_LENGTH_DAYS - - - - - - -

T1_UNITS - - - - - - -

T1_ONSITE - - - Y Y/N - Y

INSTRUCTOR - - - - Prompt PSU_INSTR_TBL -

T1_APP_REL - - - Y XLAT - 8.80

T1_TOOLS_REL - - - Y XLAT - 8.40

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Creating a Record Definition (continued) To create a record definition:

1. Open a new record definition.

2. Insert the necessary fields.

3. Set the record field properties.

4. Save the record definition.

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See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Record Definitions,” Naming Record Definitions

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Creating a Record Definition (continued) When you have inserted all of the fields that the specifications indicate, save the record definition. Depending on the settings, you may have to:

1. Document the record definition.

2. Select the tablespace name.

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Activity 24: Creating a Record Definition In this activity, you will review the activity overview and:

1. Create a record definition.

2. Insert field definitions.

3. Configure record field properties.

See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 24: Creating a Record Definition.

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Activity 25: Creating the T1_COURSE_MATL Record Definition In this activity, you will review the activity overview and:

1. Create a record definition.

2. Insert field definitions.

3. Configure record field properties.

4. Complete the record definition.

See PeopleTools I: Activity Guide, lesson 10, "Creating Record Definitions," Activity 25: Creating the T1_COURSE_MATRL Record Definition.

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• Record definitions are collections of field definitions that serve as templates for the SQL table.

• There are four record definition displays.

• Record properties include record relationships, audits, and set control properties.

• Record field use properties include key structure, default values, and search properties.

• Record field edits properties include require fields and table edits.

• Creating new record definitions requires you to set record, record field use, and record field edits properties.

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L e s s o n 1 1

Building SQL Tables


• Describe the relationship between record definitions and application data tables.

• Build SQL tables.

• View table indexes.

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B u i l d i n g S Q L T a b l e s L e s s o n 1 1


Describing the Relationship Between Record Definitions and Application Data Tables

Once you create the record definitions, you build the database tables, as this diagram shows:

User Interface

Test

Data Design

Plan

DesignApplication

TestApplication

DefineFields

DefineRecords

DefinePages

DefineComponents

RegisterComponents

BuildTables

Building tables in the data design phase of application development process

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L e s s o n 1 1 B u i l d i n g S Q L T a b l e s


Describing the Relationship Between Record Definitions and Application Data Tables (continued)

This illustration shows the three types of tables in a PeopleSoft database:

The three types of tables in a PeopleSoft database

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Describing the Relationship Between Record Definitions and Application Data Tables (continued)

Record definitions are a blueprint for generating the SQL to build the application data tables, as this diagram illustrates:

SystemCatalog

ApplicationData

PeopleTools

BuildProcess

RecordDefinition

Specifications

Update SystemCatalog

with NewTable

Information

PS_<RecDefnName>Table

The build process in relationship to the three types of tables in a PeopleSoft database

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Activity 26: Analyzing PeopleSoft Tables In this activity, you will review the activity overview and:

1. Connect to the database.

2. Query PeopleTools tables.

3. Query application data tables.

4. Query system catalog tables.

See PeopleTools I: Activity Guide, lesson 11, "Building SQL Tables,” Activity 26: Analyzing PeopleSoft Tables.

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Building Application Data Tables The create table process generates an SQL script that uses information from the record definition to create the database table. This table explains the way that the build process uses the record definition to create the table:

SQL Script Record Definition Property Application Data Table Property

Drop the table if it already exists.

NA NA

Create the application data table.

Record definition name

Field names

Field type

Field length

Table name (add PS_ prefix)

Column names

Column type

Column length

Designates fields as NOT NULL.

Numeric fields

Character fields

Required fields regardless of data type

Value = 0 or default from record definition

Value = blank space or default from record definition

Create indexes Key fields

Alternate search key fields

Fields specified in a custom index definition

1 per table

1 per alternate search key field

1 per custom index definition

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Building Application Data Tables (continued) This illustration shows the SQL create table process:

System Catalog TablesSYSOBJECTSSYSCOLUMNS

Application Data TablesPS_STUDENT_DATAPS_CUSTOMER_TBL

People Tools TablesPSRECDEFNPSPNLDEFN

SQL Create Table Process

Drop Table if exists

Create Application Data TablePS_VEHICLE_TBL

Mark Fileds Not NullNumerics - 0Character Fields - blankReg'd fields - default value from rec defn

Create IndexesKey(s)Alternate Search Key(s)Custom Index(es)

The SQL create table process

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Building Application Data Tables (continued) To build the table::

1. Open the record that you want to build.

2. Select Build, Current Definition.

3. Set build settings, if necessary.

4. Select build options.

5. Click the Build button.

6. Execute the SQL script, if required.

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Building Application Data Tables (continued) Use the Build dialog box to set:

• Build options

• Build execute options

• Build settings

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Student Notes

Use the Build dialog box to create the SQL table from the record definition:


Build Build, Current Definition

Build dialog box

See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Building SQL Tables and Views”

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Building Application Data Tables (continued) Once you have selected a build option, you select build settings. There are three tabs that you configure when building tables:

• Create

• Logging

• Scripts

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Building Application Data Tables (continued) Select the Build option in the Build dialog boxto:

• Generate the SQL that builds the table.

• Generate a log file.

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Student Notes

The log file displays in the output window:

Log file

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Building Application Data Tables (continued) To verify results, query the database with the SQL query tool.

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Student Notes

To verify the table, execute the following queries:

SELECT * FROM PS_T1_COURSE_TBL

sp_help PS_T1_COURSE_TBL

SELECT * FROM sysobjects WHERE name like ‘PS_T1%;’

Note. The sp_help command is a stored procedure that is specific to Microsoft SQL Server. Consult your DBA or platform documentation for commands appropriate to your database.

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Activity 27: Building Application Data Tables In this activity, you will review the activity overview and:

1. Start the build process.

2. Change build options.

3. Set build parameters.

4. Generate SQL scripts.

5. Verify the presence of a table.

See PeopleTools I: Activity Guide, lesson 11, “Building SQL Tables,” Activity 27: Building Application Data Tables.

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Viewing Table Indexes You generate most indexes when you build the table. However, you must design custom indexes separately from the record definition. This table explains the indexes that key fields build:

Record Definition Field Index Name Indexes Created

Key or Duplicate Order Key PS_Recname One per table

Alternate Search Key PSnRecname

n is a number 0 to 9

One per alternate search key

Any field specified in a custom index definition

PSxRecname

x is a letter A to M

One per custom index definition

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Student Notes

Note these examples of indexes:

• PS_T1_COURSE_TBL is a key index.

• PS0COURSE_TBL is a search key index.

• The table that you created has no custom indexes.

Note. You generate the first two indexes listed in the table when you initially build an application data table. Developers create custom indexes as necessary.

Table indexes may change over the life of an application data table. You can change the indexes associated with a table without losing existing rows of data, because indexes are references to data.

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Viewing Table Indexes (continued) By querying the database, you display the indexes.

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Student Notes

To view an index, execute the following query:

sp_helpindex PS_T1_COURSE_TBL

Note. The sp_helpindex command is a stored procedure that is specific to Microsoft SQL Server. Consult your DBA or platform documentation for commands appropriate to your database.

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Activity 28: Viewing Indexes in a Table In this activity, you will read the activity overview and examine the indexes for the PS_T1_COURSE_TBL table.

See PeopleTools I: Activity Guide, lesson 11, “Building SQL Tables,” Activity 28: Viewing Indexes in a Table.

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Activity 29: Building the PS_T1_COURSE_MATRL Table In this activity, you will review the activity overview and:

1. Build the PS_T1_COURSE_MATL table.

2. Verify the existence of the table in the database.

See PeopleTools I: Activity Guide, lesson 11, "Building SQL Tables,” Activity 29: Building the PS_T1_COURSE_MATRL Table.

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• Record definitions are the templates from which the SQL that builds the application data tables is generated.

• To build an SQL table you must configure the settings such as build and scripting options.

• You build table indexes automatically when you build the table.

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L e s s o n 1 2

Creating Page Definitions


• Identify page design principles.

• Identify page and page control properties.

• Add page controls to a page.

• Create page definitions.

• Implement scroll areas and grids.

• Finalize page design and layout.

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C r e a t i n g P a g e D e f i n i t i o n s L e s s o n 1 2


Identifying Page Design Principles Defining pages is the first step in the user interface phase of development. As this diagram illustrates, the data design phase is complete and you are ready to connect the data to the user:

User Interface

Test

Data Design

Plan

DesignApplication

TestApplication

DefineFields

DefineRecords

BuildTables

DefineComponents

RegisterComponents

DefinePages

Page definition as part of the user interface phase of application development

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L e s s o n 1 2 C r e a t i n g P a g e D e f i n i t i o n s


Identifying Page Design Principles (continued) You design page definitions that are divided into levels:

• You can build pages with a maximum of four levels, all related in a one-to-many relationship.

• The levels are numbered from 0 to 3.

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Student Notes

This diagram shows a page with three levels:

Label: NNNNNNNNNNNNNNNNNNNNNNNN



Label:Label:

Label:

0

1

2

3

3

Illustration of a PeopleSoft page showing multiple levels

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Identifying Page Design Principles (continued) You can create a page with only level 0. This type of page represents a single table in the database.

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Student Notes

The PeopleSoft Products page shows level 0 only.

Page with a level 0 only

See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page Definitions”

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Identifying Page Design Principles (continued) You can create a page with two levels, 0 and 1. This can represent data from:

• One table, if that table contains the EFFDT field.

• Two tables.

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Student Notes

The Products Transportation page contains a level 0 and a level 1 where both levels are associated with the same table:

Page with a level 0 and a level 1 that write to the same table

In this example, both levels write to the same table because that table contains the EFFDT field.

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Identifying Page Design Principles (continued) The key is selected from the PSU_TRANSPT_TBL table. The data is also written to the PSU_TRANSPT_TBL table, as shown in this diagram:

PSU_TRNSPT_TBL

Read key from

Level 0

Level 1

Write data to

Process flow when accessing transportation data

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Identifying Page Design Principles (continued) Usually, level 0 represents the key shared by a parent and child table. Level 1 contains other key fields and associated data of the child table.

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Student Notes

The Products by Customer page contains a level 0 and a level 1. Each level is associated with a different table:

Page with a level 0 and a level 1 that write to different tables

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Identifying Page Design Principles (continued) As the search record, the parent table builds the search page and populates level 0. Any data that you enter writes to the child table, as illustrated in this diagram:

T1_CUST_TBL Read key from

Search Record

Level 0

Level 1

T1_CUST_PROD

Primary Record

Write data to

Process flow when accessing customer product data

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Identifying Page Design Principles (continued) Sometimes additional information is necessary on the page, although it may not be in the base table. You display this information in a related field.

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Student Notes



Products by Customer Customers, Product Information

• Notice the product code.

PeopleSoft Product field without related field

• Notice the description beside the product code.

PeopleSoft Product field with related field


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Identifying Page and Page Control Properties You view page definition properties in the same manner as any other definition’s properties: Select File, Definition Properties.

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Student Notes

Use the Page Properties dialog box to set the page type and size:


Page Properties File, Definition Properties

Page Properties dialog box

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Identifying Page and Page Control Properties (continued) On a page definition, much of your effort focuses on page control properties. There are four areas of page control properties:

• Use the Record tab to associate a page control to a field on a record definition.

• Use the Label tab to select a label and its appearance for the field.

• Use the Use tab to define how to use the control on the page.

• Use the General tab to specify a name for the page that can be referenced by PeopleCode.

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Identifying Page and Page Control Properties (continued) Use the Record tab properties to determine:

• The table and field to which this page control writes.

• The size of the page control.

• Alignment of the page control.

• Other display options.

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Student Notes

Use the Edit Box Properties dialog box to set a variety of configuration options:


Edit Box Properties Edit, Page Field Properties

Click the Record tab.

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Edit Box Properties dialog box


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Identifying Page and Page Control Properties (continued) Use the Label tab properties to determine:

• Label type.

• Label text.

• Label alignment.

• Label position.

• Other display options.

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Click the Label tab

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Identifying Page and Page Control Properties (continued) Use the Use tab properties to:

• Make the field a display control field.

• Make the field a related field.

• Make the field display only.

• Set the display only appearance.

• Set the processing mode of the field.

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Click the Use tab.

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Identifying Page and Page Control Properties (continued) Use the General tab properties to:

• Give the page control a name so that you can access it through PeopleCode.

• Make the page control an anchor for a page link.

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Click the General tab.


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Identifying Page and Page Control Properties (continued) Drop-down list box properties are slightly different than edit box properties.

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Student Notes

Use the Drop-Down List Box Properties dialog box to set a variety of configuration options:


Drop-Down List Box Properties

Edit, Page Field Properties


Drop-Down List Box Properties dialog box


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Identifying Page and Page Control Properties (continued) Radio buttons have slightly different properties than edit boxes. Radio button properties include a value from the translate table. Assign a value to:

• Choose a value to write to the database.

• Choose a label.

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Student Notes

Use the Radio Button Properties dialog box to set a variety of configuration options:


Radio Button Properties Edit, Page Field Properties


Radio Button Properties dialog box

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Identifying Page and Page Control Properties (continued) Check boxes also have slightly different properties than edit boxes. Check box properties determine the meaning of the check mark.

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Student Notes

Use the Check Box Properties dialog box to set a variety of configuration options:


Check Box Properties Edit, Page Field Properties


Check Box Properties dialog box

Note. You have one decision to make on this field type—do you want the selected check box to represent a Yes or a No value? On this field, when the on value is selected the value written to the database is Y (for Yes).

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Activity 30: Identifying Page and Page Control Properties In this activity, you will read the activity overview and:

• Observe page properties.

• Observe the page field properties of edit boxes.

• Observe the page field properties of drop-down list boxes.

• Observe the page field properties of radio buttons.

• Observe the page field properties of check boxes.

See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 30: Identifying Page and Page Control Properties.

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Adding Page Controls to a Page You place page controls on a page. This approximates what users see in a browser. There are three options for adding page controls to a page definition. You can use:

• A toolbar button.

• A menu command.

• A hot key.

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Adding Page Controls to a Page (continued) Adding page controls to a blank definition begins the page creation process. To add an edit box page control:

1. Select Insert, Edit Box.

2. Move the cursor to the desired location inside the blank page.

3. Click on the desired location.

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Student Notes

The three types of controls are:

• Aesthetic controls.

• Data entry controls.

• Data processing controls.

Note. To add other page controls, select the desired control from the Insert menu.

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Adding Page Controls to a Page (continued) After you add page controls, you must set the record, label, use, and general properties of each field. To set the page control properties:

1. Double-click the page control.

2. Set the Record properties.

3. Select each tab, and set the appropriate properties based on the specifications.

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Student Notes

Once the properties of a page control have been set, the term page field is appropriate.

A page field is a page control that you have linked to a specific field in a record definition.

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Adding Page Controls to a Page (continued) You can insert related fields to make the page more informational to the user. Related fields do this by accessing descriptive data from a different record.

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Student Notes

The Student Personal Data (PSU_STUDENT_PERS) page shows this related field:

The Customer field and its related field, Description

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Adding Page Controls to a Page (continued) This diagram illustrates the two parts to creating a related field:

Step 1

PSU_STUDENT_TBL.CUSTOMER

Step 2

PSU_CUST_TBL.DESCR

Two parts of a related field

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Adding Page Controls to a Page (continued) To configure the display control field:

1. Double-click the primary field.

2. Select the Use tab.

3. Select the Display Control Field check box.


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Configure the Display Control Field on the Use tab:

Page field use properties for a display control field

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Adding Page Controls to a Page (continued) To configure the related field:

1. Double-click the related field.

2. Select the correct record and field on the Record tab.


4. Select the Related Field check box.

5. Select the appropriate related control field from the drop-down list box.


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Configure the related field check box on the Use tab:

Page field use properties for a related field controlled by the Curriculum Developer field

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Adding Page Controls to a Page (continued) Some controls, such as the frame, group box, and horizontal rule are for adding visual elements to the page.

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Notice the frame and group box in this illustration:

A page definition with aesthetic page controls in place

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Activity 31: Adding Page Controls to a Page In this activity, you will review the activity overview and:

• Add page controls.

• Set edit box properties.

• Set drop-down list box properties.

• Set check box properties.

• Set radio button properties.

• Clean up the page.

See PeopleTools I: Activity Guide, “Creating Page Definitions,” Activity 31: Adding Page Controls to a Page.

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Creating Page Definitions It is now time to create a new page definition for the T1_COURSE component. This section discusses how to:

• Examine the technical specifications for the page definition.

• Create a new page definition and place page controls on it.

• Place page controls at the proper levels.

• Set page field properties.

• Create related fields.

• Set up radio buttons.

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Creating Page Definitions (continued) Specifications normally include a drawing of the page that you plan to construct. In this case, you start with a look at the completed page in the browser.

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The Course page will look like this screen shot:

The completed Course page

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Creating Page Definitions (continued) There is a simple way to create a page using the record definition in the project workspace: Drag the record definition from the records folder onto the blank page.

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Drag the record icon onto the page:

New page showing project workspace

The record will expand to show all fields:

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New page definition after you drag the record definition to the page

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Creating Page Definitions (continued) When you drag a record definition onto a page, most page properties are set by default. Most pages, however, require a few adjustments such as labels and positioning.

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Notice the position of the labels:

Page showing correct labels in appropriate positions

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Creating Page Definitions (continued) On the Course page, the search key is in the Course Code field. It writes to the high level key of the primary table. Key values are rarely editable on a page and must be display only.

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Creating Page Definitions (continued) You must create any related fields specified in the documentation. This diagram shows the source of the related fields:

COURSEEFFDTEFF_STATUSDESCRCOURSE_TYPELENGTH_DAYSTRAINING_UNITSONSITEINSTRUCTORAPP_RELTOOLS_REL

T1_COURSE_TBL

INSTRUCTOREFFDTEFF_STATUSDESCRBUSINESS_UNITLAST_NAMEFIRST_NAMECURR_DEV_FLAGCOURSE_TYPEFACILITYPSIMAGEVERPHOTO

PSU_INSTR_TBL

Entity relationship diagram showing the source of the Instructor field

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Creating Page Definitions (continued) The instructor field has two related fields to display first and last names.

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Notice the two related fields:

Curriculum Developer field with two related fields

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Creating Page Definitions (continued) You must configure and group all of the radio buttons on a page.

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Surround the radio buttons with a group box:

Radio buttons in a group box

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Activity 32: Creating Page Definitions In this activity, you will review the activity overview and:

• Create a new page definition and place page controls.

• Set page control properties.

• Create related fields.

• Set up radio buttons.

• Set page field properties.

See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 32: Building Pages.

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Implementing Scroll Areas and Grids Scroll areas and grids divide a page into levels, creating a one-to-many relationship. This section discusses:

• Placing scroll areas on a page.

• Placing grids on a page.

• Scroll area and grid properties.

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The Customer Table page has a level 0 only:

Example of a page with only level 0

The Products by Customer page has a scroll area that divides the page into a level 0 and a level 1:

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Example of a page with level 0 and level 1

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Implementing Scroll Areas and Grids (continued) To create a scroll area, select the scroll area tool and drag it around the fields to be enclosed in the scroll area.

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Notice that the scroll area surrounds a group of fields:

Page showing a scroll area

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Implementing Scroll Areas and Grids (continued) Like scroll areas, grids also group fields into levels of data on a page, but they differ from scroll areas in a number of ways:

Scroll Area Attributes Grid Attributes

Fields can be freely arranged. Fields are arranged in rows.

Data cannot be sorted by field. Data can be sorted by field (column).

Data cannot be downloaded to a spreadsheet. Data can be downloaded to a spreadsheet.

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Implementing Scroll Areas and Grids (continued) Scroll areas group levels of data on a page:

• You can freely arrange fields within the scroll area.

• You can show multiple instances of data on a page.

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The Education scroll area shows multiple rows of data.

An example of a scroll area showing two rows of data

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Implementing Scroll Areas and Grids (continued) Grids also group levels of data on a page, but their layout is less flexible; and as the name implies, grids are displayed as rows and columns of data.

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A grid shows multiple rows of data:

An example of a grid with multiple rows of data

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Implementing Scroll Areas and Grids (continued) To create a grid, you insert a grid and then drag the fields into it. You can drag the fields in either direction to place them as necessary.

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Drag a field from the appropriate record into the grid:

Dragging a field into a grid

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Implementing Scroll Areas and Grids (continued) After they are inserted, you must configure the properties of a scroll area or the grid. They are very similar.

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A scroll area has General, Label and Use properties:

Scroll Area Properties dialog box

A grid has General, Label, and Use properties:

Grid Properties dialog box

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Implementing Scroll Areas and Grids (continued) Although the page is visually correct, it is the page order, not the page layout, which determines tabbing sequence or flow from field to field.

Click the Order tab to see the page order.

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Use the Order tab to verify processing order of the page:

The Order tab

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Activity 33: Implementing Scroll Areas In this activity, you will review the activity overview and:

• Insert a scroll area.

• Ensure proper page order.

See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 33: Implementing Scroll Areas.

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Activity 34: Implementing Scroll Areas and Grids In this activity, you will read the activity overview and:

• Examine the page in the browser.

• Examine the scroll area on the page definition.

• Create a grid.

• View the results.

See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 34: Implementing Grids and Scroll Areas.

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Finalizing Page Design and Layout Here are a few tools that help you create clean pages from the beginning. This section discusses:

• Page size properties.

• Page control inspector.

• Alignment tools.

• Page preview feature.

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Finalizing Page Design and Layout (continued) The only page property setting that is changed in PeopleTools I is page size. Select File, Definition Properties, and then select a predefined or custom page size.

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Finalizing Page Design and Layout (continued) There is a basic HTML compiler to preview the page in a browser. Select Layout, View in Browser, and then select the appropriate browser. You can even add browsers to this list.

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Finalizing Page Design and Layout (continued) The page control inspector is a floating window that contains a list of properties of the selected control. Select View, Show Page Control Inspector to access this feature.

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The page control inspector makes it easier to align page controls:

Page control inspector

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Finalizing Page Design and Layout (continued) Use the alignment tools to quickly line fields up with one another along the left, right, top, or bottom margins, or along the center or middle axis. Select Layout, Align, and then select the type of alignment that you need.

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Activity 35: Finalizing Page Design and Layout In this activity, you will read the activity overview and:

• Modify the page size.

• Use the page preview feature.

• Use the page control inspector.

• Use the alignment tools.

See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 35: Adding Final Touches.

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Activity 36: Building the Course Materials Page In this activity, you will review the activity overview and:

• Insert page controls at level 0.

• Insert page controls at level 1.

• Create a related field.

• Verify the page order.

See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 36: Building the Course Materials Page.

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• You must adhere to basic design principles involving page level structure.

• There are a variety of page controls, each with unique properties that you must configure.

• You place page controls on a page by inserting or dragging and dropping.

• You build pages based on record definitions.

• Grids and scroll areas control data that is associated with a higher level key.

• You can fine-tune page appearance with alignment tools, an HTML compiler, or a definition inspector.

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Notes

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L e s s o n 1 3

Defining Components


• Identify component definition basics.

• Define General and Use properties.

• Define Internet options for the component.

• Build a new component.

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D e f i n i n g C o m p o n e n t s L e s s o n 1 3


Identifying Component Definition Basics Defining the component is the sixth development step, as shown in this diagram:

User Interface

Test

Data Design

Plan

TestApplication

DefineFields

DefineRecords

BuildTables

DefinePages

RegisterComponents

DesignApplication

DefineComponents

Component definition as part of the user interface phase of application development

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L e s s o n 1 3 D e f i n i n g C o m p o n e n t s


Identifying Component Definition Basics (continued) Component definitions group page definitions. A component can consist of a single page or a set of pages, but a component is processed as one unit.

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Identifying Component Definition Basics (continued) You combine component definitions with menu definitions to create a reference point for the component in the navigation. This combination is also the basis for security access to the pages on the component, which this diagram shows:

Relationship between component definitions, navigation, and security

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Identifying Component Definition Basics (continued) You must understand search records to develop an application successfully. The two record types in PeopleSoft applications are:

• Primary record.

• Search record.

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Identifying Component Definition Basics (continued) In some cases, the primary and search records are identical.

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Use the following navigation path to access this search page:


General Information (search page)

Customers, General Information

Customer Table Customers, General Information

• The search page retrieves information from the PS_T1_CUST_TBL table:

Search page for Customers, General Information

• The primary page for the Customer Table page is also the T1_CUST_TBL:

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Customer Table page


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Identifying Component Definition Basics (continued) In some cases, the primary and search records are different.

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Products Purchased (search page)

Customers, Products Purchased

Products by Customer Customers, Products Purchased

• The Products Purchased search page searches customers, which are stored in the customer (T1_CUST_TBL) table.

• The Products by Customer page writes to the customer product (T1_CUST_PROD) table:

Products by Customer page


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Identifying Component Definition Basics (continued) On this component, you use T1_CUST_TBL as the search record for two reasons:

• The search record holds the high-level key for this component.

• This table contains no data to help users find a company if they do not know the company code.

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Identifying Component Definition Basics (continued) This diagram shows what happens when you insert data into the Customer Products page:

T1_CUST_TBLRead key from

Search Record

Level 0

Level 1

T1_CUST_PROD

Primary Record

Write data to

Flow of information from search record to primary record

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Identifying Component Definition Basics (continued) Another basic element of a component is the action:

• You determine the actions that users can take on the pages in the component definition not in the page definition.

• There are action buttons at the bottom of almost every page in the application.

• The four actions are: Add, Update/Display, History, and Correction.

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Use the following navigation path to access this definition:


T1_CUST_TBL File, Open.

Select Component from the Definition dialog box.

Select File, Definition Properties.

Click the Use tab.

• Notice the action options in the component.

Actions

• These four buttons show the actions users can take:

The four action buttons

Note. Notice that the action buttons on the page display different text than is seen in the component.

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Identifying Component Definition Basics (continued) This table explains that the way you configure the component definition determines the buttons that appear at the bottom of the page:

Button Component Property Function

Add Add Adds a new high-level key. Use only if the search record and primary record are the same. Limit the addition of new high-level keys to base tables.

Update/Display Update/Display Enables viewing of data at all levels and inserting of new rows at levels below zero.

Include History Update/Display All Enables viewing of current and history rows. You can insert new rows if the effective date of new rows is later than that of the current row. You can insert and update future rows. Used on effective-dated records only.

Correct History Correction Enables editing of data for all rows. Used on effective-dated records only

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Note. Remember that you grant all possible actions. You will restrict actions later through security features.

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Activity 37: Identifying Component Definition Basics In this activity, you will review the activity overview and:

• Examine the T1_CUST component.

• Examine the T1_CUST_PROD component.

See PeopleTools I: Activity Guide, lesson 13 “Creating Page Definitions,” Activity 37: Identifying Component Definition Basics.

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Defining General and Use Properties When you open a component definition, you see the pages that are attached to that component on the Definition tab.

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Defining General and Use Properties (continued) The Structure tab on a component definition provides information about page levels and component records and their roles. You also place PeopleCode here.

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Defining General and Use Properties (continued) You configure a component by using its Component Properties dialog box. There are three available types of properties noted by their tabs:

• Use the General tab to configure descriptive information about the component.

• Use the Use tab to set up the search and action properties.

• Use the Internet tab to set up display options for the browser.

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Defining General and Use Properties (continued) You must configure at least two areas on the Use tab.

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You must configure the search record and the actions for a component:

Component Properties dialog box

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Defining Internet Properties You configure many property settings for component definitions on the Internet tab of the Component Properties dialog box. This section discusses:

• Search page options.

• Page navigation and processing modes.

• Toolbar selections.

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Defining Internet Properties (continued) You can configure how the search page appears when a user selects a content reference.

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Defining Internet Properties (continued) You configure multi-page navigation with:

• Tabs at the top of each page in a component.

• Links at the bottom of the component.

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Notice the folder tabs at the top of the page and the links at the bottom of the page:

Multipage navigation options

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Defining Internet Properties (continued) Using this dialog box, you also configure:

• Processing mode options.

• Toolbar options.

• Pagebar options.

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Building New Components Review the technical specifications for the T1_COURSE component, as shown in this table:

Component Element Value or Setting

Pages T1_COURSE

Page labels General Information

Search record T1_COURSE_TBL

Actions Add

Update/Display

Update/Display All

Correction

Default search mode Advanced

Default search action Update/Display

Toolbar buttons Save Add

Return to List Update/Display

Next in List Update/Display All

Previous in List Correction

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Building New Components (continued) After you review the specifications, you will create a component, place the page in it, and enter the item label. To create a component:


2. Select Component from the New Definition dialog box.

3. Drag the desired page from the project workspace into the component.

4. Double-click in the Item Label field.

5. Enter the name of the page in title case in this field.

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Building New Components (continued) Next, you must set the component use properties. You will:

1. Set the search record.

2. Set the actions.

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Building New Components (continued) Set the component Internet properties and save the component. You will:

1. Set the search page options.

2. Set the page navigation and processing modes.

3. Set the toolbar options.

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Activity 38: Building a Component Definition In this activity, you will review the activity overview and:

• Add pages to a new component definition.

• Set component use properties.

• Set component internet properties.

See PeopleTools I: Activity Guide, lesson 13, “Defining Components,” Activity 38: Building a Component Definition.

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Activity 39: Building the T1_COURSE_MATL Component In this activity, you will review the activity overview and:

• Examine the technical specifications.

• Add pages to a new component definition.

• Set component use properties.

• Set component internet properties.

See PeopleTools I: Activity Guide, lesson 13, “Defining Components,” Activity 39: Building the T1_COURSE_MATL Component.

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• The basic elements of a component are the pages, the labels, the properties, and the structure.

• The search record and the actions are required use properties.

• Internet properties determine the appearance of the search page and other pages in the component.

• You can build a component by dragging pages from the project workspace and setting use and internet properties.

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L e s s o n 1 4

Registering Components


• Explain component registration.

• Examine menu definitions.

• Identify elements of PeopleSoft security.

• Navigate the portal registry.

• Plan component registration.

• Register a component.

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To display your development efforts in a browser, you register the component.

You register components with the Registration Wizard. The wizard gathers information, then attaches the component to a menu, assigns a permission list to allow security access rights, and places a content reference entry in the portal registry, exposing the component in the user navigation.

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R e g i s t e r i n g C o m p o n e n t s L e s s o n 1 4


Explaining Component Registration Registering the component is the final step in the user interface phase, as this diagram illustrates:

User Interface

Test

Data Design

Plan

DesignApplication

TestApplication

DefineFields

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

Registering components in the user interface phase of application development

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L e s s o n 1 4 R e g i s t e r i n g C o m p o n e n t s


Explaining Component Registration (continued) The Registration Wizard performs three tasks:

• Attaches a component definition to a menu definition

• Assigns access rights through security.

• Assigns navigation rights through the portal registry.

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Examining Menu Definitions To understand the basics of menu definitions, you need to understand how menu definitions are used in PeopleTools 8.4:

• Menu definitions are containers for components.

• For the security or navigation setup to recognize a component definition, it must be in a menu.

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Examining Menu Definitions (continued) There are two important elements in a menu definition:

• Bar items, which compartmentalize the menu.

• Menu items, which are links to components.

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Examining Menu Definitions (continued) The Registration Wizard links the component to the menu definition. However, to make the connection manually, rather than using the wizard:

1. Open the menu definition.

2. Double-click the bar item

3. Drag the component definition to the empty spot at the bottom of the menu item list.

4. Save the menu definition.

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Activity 40: Examining Menu Definitions In this activity, you will review the activity overview and examine a menu definition.

See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 40: Examining Menu Definitions.

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Identifying PeopleSoft Security Basics You design application security around three elements:

• Permission lists

• Roles

• User IDs

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Identifying PeopleSoft Security Basics (continued) This diagram shows a partial map of the security plan for the PSU Training application:

PSU1100Course

Administration

PSU 3000PSU

Purchasing

PSU1500Student

Evaluation

PSU1525InstructorEvaluation

PSU2000CourseDelivery

StudentInstructor TrainingAdministrator

ApplicationDeveloper

ALLPAGES

PTTRN

Permission Lists

Roles

User IDsENGCFULLERRCASTILLO

JSMITH

JJONESDBORDIER

PSU Training security plan

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Notice the user IDs. If CFULLER signs on to the database, any permissions associated with the Training Administrator role will be available to her. Likewise, any permissions associated with the Student role will be available to the user IDs, ENG, JJONES, and JSMITH.

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Identifying PeopleSoft Security Basics (continued) A permission list contains information about component access. Use the permission list pages to:

• Add Menu definitions to the permission list.

• Edit the components that the user accesses.

• Edit the page in the component that the user accesses.

• Edit the actions in the component that the user accesses.

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Use the Pages page to insert a menu definition:


Permission List PSU1300 PeopleTools, Security, Permissions & Roles, Permission Lists

Pages page

Use the Edit Components link on the Pages page to grant specific component, page, and action rights.

Note. You insert a menu in the grid. Unless you have previously attached a component to a menu, you cannot grant access to that component.

See Also PeopleTools 8.44 PeopleBook: Security Administration, “Working with Permission Lists”

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Identifying PeopleSoft Security Basics (continued) To configure access at the page definition level:

1. Insert a menu definition.

2. Click the Edit Components link.

3. Select the desired component and click the associated Edit Pages link.

4. Select the desired pages and actions.

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Identifying PeopleSoft Security Basics (continued) Roles generally have names that describe a job or function. To manually configure a role:

1. Select the Permission Lists page.

2. Insert the permission list that you want to access.

3. Save the role.

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Use the Permission Lists page to assign permission lists to roles:


Permission Lists PeopleTools, Security, Permissions & Roles, Roles

Permission Lists page

See Also PeopleTools 8.44 PeopleBook: Security Administration, “Working with Roles”

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Identifying PeopleSoft Security Basics (continued) You use user IDs to sign on. During this class, you have been signing on as user PTOOLS1. The security access for this user is determined by:

• The roles attached to the PTOOLS1 userID.

• The permission lists attached to those roles.

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Identifying PeopleSoft Security Basics (continued) You assign roles to user IDs on the Roles page.

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Use the Roles page to assign roles to a user ID:


Roles PeopleTools, Security, Permissions & Roles, Roles

Roles page

See Also PeopleTools 8.44 PeopleBook: Security Administration, “Working with User Profiles”

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Activity 41: Identifying PeopleSoft Security Basics In this activity, you will review the activity overview and:

1. Examine roles.

2. Examine permissions.

3. Sign in as a different user.

4. Record your findings.

See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 41: Identifying PeopleSoft Security Basics.

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Navigating the Portal Registry The structure and content pages consist of three sections:

• Use the breadcrumbs section to indicate the level at which you are working.

• Use the folders scroll area to create and modify folders.

• Use the content references scroll area to create and modify content references.

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Structure and Content PeopleTools, Portal, Structure and Content

• Use the Structure and Content page to create and alter the navigational hierarchy:

Breadcrumbs

Folders

Content References

Breadcrumbs, folders, and content references in the Structure and Content page.

See Also PeopleTools 8.44 PeopleBook: Internet Technology, “Working with the Registry and URLs”

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PeopleTools 8.44 PeopleBook: Internet Technology, “Implementing Portals”

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Navigating the Portal Registry (continued) The Registration Wizard configures the portal registry. The Registration Wizard:

• Creates a content reference and configures its properties.

• Places the content reference in an existing folder.

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Navigating the Portal Registry (continued) Although the Registration Wizard creates content references for you, you can create a content reference manually. To create a content reference manually:

1. Navigate to the Structure and Content component.

2. Create a new content reference in a folder.

3. Enter properties for the content reference.

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Properties of a content reference include:

• Name.

• Label.

• Long description.

• Sequence number.

• Menu and component names.

In addition, you can effective-date content references.

Note. This topic is covered in detail in the PeopleSoft Enterprise Portal Administration course.

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Activity 42: Navigating the Portal Registry In this activity, you will review the activity overview and:

1. Examine breadcrumbs.

2. Examine folders.

3. Examine content references.

4. Examine the menu pagelet navigation.

See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 42: Navigating the Portal Registry.

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Planning Component Registration The most difficult part of the registration process is planning your needs before you start the wizard. Examine your detailed technical specifications closely before running the Registration Wizard and entering values.

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Planning Component Registration (continued) Menu definitions no longer generate the user interface. You select the menu definition for your component based on a few simple rules:

• Avoid using menu definitions delivered with PeopleSoft applications.

• Create menu definitions that make sense as containers for objects, without concern for navigation.

• Consider using menu bar items for organizational purposes.

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Planning Component Registration (continued) Associating permission lists with components is the security administrator’s job. You might be playing this role eventually, but it’s not part of the development process.

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Planning Component Registration (continued) Before beginning development, you should document, in the technical specifications, the folder where you place content references. You need to know two things about the Registration Wizard:

• You must know the name of the folder.

• You cannot browse through the portal structure from the Registration Wizard.

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Planning Component Registration (continued) The label is what the user sees in the navigation. Label characteristics include:

• Labels are limited to 30 characters.

• Label text should clearly indicate the purpose of the underlying component.

• Subordinate labels should not repeat higher-level folder information.

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Planning Component Registration (continued) Characteristics of the description include:

• The content reference description is a text string of up to 255 characters.

• The text appears in the interface when users point the mouse over a content reference

• Use this description to expand on the description in the label.

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Registering the Component The Registration Wizard automates the manual process that you have just seen. However, you begin the automatic process as you would the manual process. Start with a glance at the technical specifications. This table shows the specifications for menu information:

Property Value or Status

Menu definition 0400_PTOOLS1

Bar item STUDENT

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Registering the Component (continued) This table shows the specifications for navigational information:


Portal registry folder T1_COURSES

Content reference label Course Details

Content reference long description Create, view, or edit details about PSU courses

Sequence 10

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Registering the Component (continued) This table shows the specifications for security information:


Permission List CPPT0400

Add Action Selected

Update/Display Action Selected

Update/Display All Action Selected

Correction Action Selected

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Registering the Component (continued) This table shows the specifications for project information:


Menu Selected

Registry entry Selected

Permission list Selected

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When you finish registering a component, many of the properties that you entered are saved and will appear as defaults when you register the next component.

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Activity 43: Registering the Component In this activity, you will review the activity overview and:

1. Open the Registration Wizard.

2. Select the menu definition.

3. Configure the content reference.

4. Assign the permission list.

5. Add project options.

See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 43: Registering the Component.

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Activity 44: Registering the T1_COURSE_MATL Component In this activity, you will review the activity overview and:

1. Open the Registration Wizard.

2. Select the menu definition.

3. Configure the content reference.

4. Assign the permission list.

5. Add project options.

See PeopleTools I: Activity Guide, lesson 14, “Registering Components,” Activity 44: Registering the T1_COURSE_MATL Component.

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• Component registration consists of placing a component on a menu, configuring the content reference properties, and establishing security.

• Menu definitions are component repositories, not navigational structures.

• PeopleSoft security is based on permission lists, roles, and user IDs.

• You can enter and configure content references through the browser, by selecting PeopleTools, Portal, Structure & Content.

• Before you run the Registration Wizard, analyze the tasks that it performs and have a project plan with you during the registration process.

• The Registration Wizard saves development time by attaching components to menu definitions, creating content references in the portal registry, and assigning a permission list to the component and the content reference.

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L e s s o n 1 5

Testing an Application


• Create and analyze test plans.

• Test applications.

• Troubleshoot common issues.

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Before releasing new or modified applications, you must perform a rigorous test to ensure online functionality and data integrity. You test your new application by:

• Adding, deleting, and modifying data.

• Confirming default values and prompt lists.

• Examining application data.

• Using the DBMS query tool to verify data in the database.

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T e s t i n g a n A p p l i c a t i o n L e s s o n 1 5


Creating and Analyzing Test Plans The fourth phase is composed of one step, as illustrated in the following diagram. If you find problems, you move back to the appropriate step to resolve it, and walk through the testing process again until you are ready to go to production.

User Interface

Test

Data Design

Plan

DesignApplication

DefineFields

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

TestApplication

The testing phase of application development

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L e s s o n 1 5 T e s t i n g a n A p p l i c a t i o n


Creating and Analyzing Test Plans (continued) Before you start, however, be aware of dependencies the application might have on other tables in the database. You are especially interested in search record dependencies.

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Creating and Analyzing Test Plans (continued) The specification calls for default values on certain fields. These default values were determined at the record definition level. During testing, confirm the presence of the defaults values as you add or insert rows.

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T1_COURSE_TBL File, Open


• Use the record definition to determine default values:

T1_COURSE_TBL record definition

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Creating and Analyzing Test Plans (continued) You configured three types of prompts for data validation in this record definition. The test plan should include:

• Testing translate table prompts.

• Testing yes/no prompts.

• Testing prompt table prompts.

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T1_COURSE_TBL File, Open


• Use the record definition to examine prompts:

T1_COURSE_TBL record definition

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Creating and Analyzing Test Plans (continued) Tableset sharing is a form of data validation where users are limited to certain choices based on the business rules that were set up for the prompt tables. If your component includes tableset sharing, you must:

• Determine the rules.

• Document the expected behavior of the affected prompts.

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Activity 45: Creating and Analyzing Test Plans In this activity, you will review the activity overview and formulate a test plan.

See PeopleTools I: Activity Guide, lesson 15, “Testing an Application,” Activity 45: Creating and Analyzing Test Plans.

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Testing Applications Because the T1_COURSE component uses the same record for both search and primary, you expect the PS_T1_COURSE_TBL table to be empty. Therefore, this test includes:

• Adding high-level keys.

• Inserting rows.

• Checking default values.

• Verifying data validation prompts.

• Testing effective-dated logic.

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Activity 46: Testing Applications In this activity, you will review the activity overview and:

• Check for data dependencies.

• Add high-level keys.

• Insert rows.

• Check default values.

• Verify data validation prompts.

• Test effective-dating logic.

See PeopleTools I: Activity Guide, lesson 15, “Testing an Application,” Activity 46: Testing Applications.

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Troubleshooting Common Issues Here are some issues that you may find during testing. This chart describes issues that result from mistakes in a field definition:

Problem Configuration Option

Drop-down list boxes or radio buttons don’t include all required values.

In the field definition, open the properties dialog box and select the Translate Values tab.

Check the effective date of translate value.

Field label is incorrect. Check the label IDs in the field, record, and page definitions.

Data entered is in the wrong format (all uppercase or mixed case).

Check the format in the field definition. Use caution; a change here can affect many areas of the application.

Not enough characters are allowed in a field. Check the length in the field definition. Use caution; a change here can affect many areas of the application.

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Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in a record definition:


Duplicate key error messages Check the key structure. If you make changes remember to rebuild (or alter) the table or recreate indexes.

Search page not correct Check the key, alternate search key, and list box settings of the search record.

Default values missing or incorrect Check record field use properties.

Prompt not available or prompting to wrong table Check record field edits properties.

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Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in creating the SQL table:


SQL errors when accessing search page or component

Verify that the table exists. Determine whether someone modified the record definition but did not alter the underlying table. Build or alter from record if required.

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Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in a page definition:


High-level key can be edited. Check page field properties for display-only setting.

Alignment of controls on the screen is off. Check page definition.

There is no data in a related field. Check the page field properties for control and related field settings, plus the field settings for the related field. It should be pointed to a field in the prompt table.

Label text is incorrect. Check page field properties.

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Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in a component definition:


Label on page tabs is incorrect. Check the component definition for the Item Label and Folder Tab Label fields.

You want different defaults for the initial search page.

Check Component Properties, Internet tab.

Search page shows inappropriate fields. Check Component Properties, Use tab.

Inappropriate actions available to user. Check Component Properties, Use tab.

Incorrect or inappropriate buttons appear on bottom of display.

Check Component Properties, Internet tab.

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Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in component registration:


Content reference is not visible. Examine the portal registry for content reference security. Save the content reference to refresh permission list associations.

An access error appears when clicking a content reference.

Examine the permission list and check page security settings. Examine content reference in portal registry and verify names of component and menu definition.

Search page title is cryptic text. Open menu definition and edit menu item label.

Inappropriate text appears for content reference label or description.

Edit content reference in the portal registry.

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Activity 47: Testing More of the Training Application In this activity, you will review the activity overview and:

• Check for data dependencies.

• Insert rows.

• Check default values.

• Verify data validation prompts.

See PeopleTools I: Activity Guide, lesson 15, “Testing the Application,” Activity 47: Testing More of the Training Application.

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• It is important to create a test plan that will check for data dependencies, test key structure, verify default values and validation tables, and examine effective dating logic.

• After formulating a test plan based on the guidelines above, you implement the plan by entering data.

• It is important to methodically trace any problems to the definition that is causing it, and then walk through the remaining steps of development.

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L e s s o n 1 6

Editing the Registry Structure


• Describe content organization in PeopleTools 8.44 navigation.

• Create new folders.

• Move folders or content references to new parent folders.

• Delete folders.

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E d i t i n g t h e R e g i s t r y S t r u c t u r e L e s s o n 1 6


Discussing Content Organization in PeopleTools 8.44 Navigation Navigation in enterprise applications based on PeopleTools 8.44:

• Is derived from the contents of the portal registry.

• Has changed significantly from previous PeopleTools releases, in which navigation was derived from menu definitions.

• Allows for a single navigational taxonomy that spans multiple application databases.

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L e s s o n 1 6 E d i t i n g t h e R e g i s t r y S t r u c t u r e


Discussing Content Organization in PeopleTools 8.44 Navigation (continued)

When considering what makes up a content reference in the navigation, ask these questions:

• Which node contains the content?

• Which portal registry are you using?

• Which folder holds the content reference?

• Where does the content reference point?

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The answers to the questions depend partly on your license agreement. There are three license agreement categories:

• PeopleSoft application.

• PeopleSoft application with portal pack.

• PeopleSoft Enterprise Portal.

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All PeopleSoft applications provide access to application content by navigation and Verity search. Each application suite maintains its own server processes and database, as this diagram shows:

Web ServerApplication

Server

HRMS Domain

ApplicationDatabasesHome Pages

CRM Domain

HRMS PIA

CRM PIA CRM

HRMS

PeopleSoft application architecture

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Portal packs are aligned by product lines and include pagelets as well as a personalized homepage with multiple tabs.

This diagram illustrates an application portal:


Server

HRMS Domain

ApplicationDatabasesHome Pages

CRM Domain

HRMS PIA

CRM PIA

CRM

CRMCRM

CRM

HR HR

HRHR

HRMS

CRM

PeopleSoft application with portal pack architecture

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PeopleSoft Enterprise Portal runs on its own database and can aggregate content and portal packs across multiple PeopleSoft application databases, as well as any other content that you want to deploy in the portal, as this diagram shows:

Portal


Server

HRMS Domain

CRM Domain CRM

HRMS

ApplicationDatabases

Home Page

Portal Domain

HRMS PIA

CRM PIA

Portal PIA

CRM HR

CRM

HR HR

PeopleSoft Enterprise Portal architecture

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Navigation standards in previous releases were based on menu bar item names that held links to content. There were five standard menu bar item names:

• Use

• Inquire

• Setup

• Process

• Report

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In PeopleTools 8.4, navigation is organized around functional areas and business processes. This diagram shows a simple example of how you might map a business process:

Administer a Training ClassTr

aini

ngSe

lf Se

rvic

e

On-lineEnrollment

MinimumThreshhold?

AssignInstructor

PrepareClassroom

Cancel Class

DeliverCourse

BillingNo

Yes CourseEvaluation

Pages mapped to tasks in a business process

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The top level of folders represents the functional areas. Folders can contain other folders or content references. This diagram shows how the navigation might look based on a simple business process:

Enroll in Training

Classroom Assignments

Classroom Preparation

Course Evaluations

Collect Fees

Self Service

Training

Class Administration

Navigation for administering a training class

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Keep in mind these rules as you develop your navigation:

• Aim for a flat taxonomy.

• Users should be able to access a content reference with no more than three clicks (two folders plus a content reference).

• Long descriptions for content references should be in sentence case without periods.

• Do not repeat a term in a folder and in the content reference.

• The order of content references should match the steps in the business process, where possible.

• Limit the contents of a folder to 14 folders and content references combined.

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Activity 48: Examining the Portal Registry In this activity, you will review the activity overview and:

1. Examine the default node.

2. Examine the default portal.

3. Examine folder configuration settings.

4. Examine content reference configuration settings.

See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity 48: Examining the Portal Registry.

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Creating Folders You must create a folder before running the registration wizard. This section discusses how to:

• Name folders.

• Create new folders.

• Verify that folders appear in navigation.

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Creating Folders (continued) Follow these guidelines when naming new folders:

• Each folder in the portal registry must have a unique name.

• A folder name can be up to 30 characters long.

• Use a naming convention to help you identify new folders.

• You might want to include in the name a clue to the location of the folder.

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Creating Folders (continued) To create a folder in the portal registry:

1. Select PeopleTools, Portal, Structure and Content.

2. Select the Add Folder link.

3. Enter the appropriate text in the Folder Administration page.

4. Click Save.

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Creating Folders (continued) Once you create the folder, you will need to verify the folder’s existence. To verify a folder’s existence:

1. Click the Refresh button on the browser.

2. Click the folder to view its contents.

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Activity 49: Creating Folders in the Portal Registry In this activity, you will review the activity overview and:

1. Create a folder.

2. Verify that the folder appears in the taxonomy.

See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity 49: Creating Folders in the Portal Registry.

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Moving Folders or Content References to New Parent Folders A folder can contain a number of content references and folders, and those folders usually have more content references. When you move a folder, you graft it like the branch of a tree to a new location. All subordinate content moves with it, like the twigs and leaves of a tree.

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Moving Folders or Content References to New Parent Folders (continued) To move a folder and its subordinate content to a new location in the navigation:

1. Select PeopleTools, Portal, Structure and Content.

2. Select a folder.

3. Click the Edit link to move the folder that is beside the link

4. Click the Select New Parent Folder button.

5. Navigate to the new folder and click the folder name.

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Activity 50: Moving Folders or Content References In this activity, you will review the activity overview and:

1. Move folders.

2. Verify that folders appear in the navigation.

See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure” Activity 50: Moving Folders or Content References.

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Deleting Folders Before deleting a folder, you must assess the impact of deletion, because:

• Deleting a folder deletes everything in it.

• There is no undo option.

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Deleting Folders (continued) If you no longer need a folder and you have minimized the impact, you should delete it from the portal registry. To delete a folder:

1. Click the Delete button for the desired folder.

2. Click OK in the warning dialog box.


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Activity 51: Deleting Folders in the Portal Registry In this activity, you will review the activity overview and:

1. Delete the My Test folder from the portal registry.

2. Verify that the My Test folder was deleted.

See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity 51: Deleting Folders in the Portal Registry.

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Activity 52: Working with Folders in the Portal Registry In this activity, you will review the activity overview and:

1. Create a folder.

2. Move a content reference.

See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity 52: Working with Folders in the Portal Registry.

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• You organize all user-accessible content in the portal registry by using functional areas and business processes as guidelines for constructing user navigation.

• New folders are created in the Structure and Content component of the portal registry.

• You can move existing folders, along with their content, to other areas of the taxonomy.

• Deleting a folder or content reference from the portal registry is a quick process but can have broad consequences.

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L e s s o n 1 7

Creating Menu Definitions


• Describe the purpose of a menu.

• Locate a component on a menu.

• Edit menu item labels.

• Create menu definitions.

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C r e a t i n g M e n u D e f i n i t i o n s L e s s o n 1 7


Describing the Purpose of a Menu The term menu implies user navigation. As of PeopleTools 8.4, however, menu definitions no longer generate navigation. Instead, menus:

• Are placeholders for components.

• Create logical groupings for security.

• Establish a link to the portal registry.

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L e s s o n 1 7 C r e a t i n g M e n u D e f i n i t i o n s


Describing the Purpose of a Menu (continued) Menu definitions consist of three elements:

• Menu name

• Bar item name

• Menu item

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Locating a Component on a Menu The registration wizard places a component on a menu. If you do not remember with which menu you associated a specific component:

1. Navigate to the component.

2. Press CTRL+J.

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Press CTRL+J to see definition names:

Definition names

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Locating a Component on a Menu (continued) When you know the name of the menu and the component, you open them in the PeopleSoft Application Designer.

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Editing Menu Item Labels When you select a content reference, a search page loads. Every search page has a title. The title should match the content reference to maintain consistency in the look of the application.

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Editing Menu Item Labels (continued) When you register a component, the search page titles do not match the content reference labels, as is the case for the Course Details and the Course Materials components that you created in class.

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Student Notes

This diagram shows a search page title and a menu item label:

Search page title

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Editing Menu Item Labels (continued) To change menu item labels:

1. Open the menu definition.

2. Select the bar item under which the menu item resides.

3. Double-click the menu item.

4. Enter the new label.

5. Save the menu definition.

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Activity 53: Editing Menu Item Labels In this activity, you will review the activity overview and change menu item labels.

See PeopleTools I: Activity Guide, lesson 17, “Creating Menu Definitions, Activity 53: Editing Menu Item Labels.

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Creating Menu Definitions PeopleSoft applications have many existing menu definitions. When developing, you must determine whether to:

• Use an existing definition.

• Create a new one.

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Creating Menu Definitions (continued) You create menu definitions in the same as any other definition in PeopleSoft Application Designer. To create a menu definition:


2. Select Menu from the New Definition dialog box.


4. Select the Standard menu type radio button.


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Creating Menu Definitions (continued) After selecting a new menu definition, you add bar items to the new menu. To add a bar item to the menu:

1. Double-click the empty rectangle with dashed lines.

2. Enter a name that is unique to this menu.

3. Enter a label.

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Creating Menu Definitions (continued) To save a menu definition you must include at least one bar item and at least one menu item. The easiest solution is to place a separator bar as a menu item under the bar item itself. Otherwise, to configure a menu item:

1. Double-click the empty rectangle with dashed lines under the new bar item.

2. Select Component radio button from the Type field.


4. Select File, Save.

5. Enter data in the Save As field.


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Activity 54: Creating a Menu Definition In this activity, you will review the activity overview and:

1. Create a menu definition.

2. Add a bar item.

3. Add a separator bar to the menu item.

4. Save a menu definition.

See PeopleTools I: Activity Guide, lesson 17, “Creating Menu Definitions,” Activity 54: Creating a Menu Definition.

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• Menu definitions were used to construct user navigation in previous PeopleSoft releases, but in PeopleTools 8.4, menu definitions act as containers for components, providing links to security and the portal registry.

• Developers should open the menu definition and edit the item label to match the content reference label.

• You should create at least one menu definition to hold custom components; this will save you from having to reregister components when you upgrade your application.

• Creating a menu definition is a four-step process.

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L e s s o n 1 8

Analyzing the Impact of Design Changes


• Determine relationships among definitions.

• Synchronize record definitions and database tables.

• Incorporate upgrades in the development strategy.

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A n a l y z i n g t h e I m p a c t o f D e s i g n C h a n g e s L e s s o n 1 8


Determining Relationships Among Definitions If you determine that new configurations are necessary, try to keep specialized configurations to a minimum. This way you can:

• Implement the application more quickly.

• Upgrade smoothly.

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L e s s o n 1 8 A n a l y z i n g t h e I m p a c t o f D e s i g n C h a n g e s


Determining Relationships Among Definitions (continued) You design definitions before you develop applications. This diagram shows the relationship among application definitions:

Page

Field

Field

Field

Field Record

Table

Relationship among application definitions

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Determining Relationships Among Definitions (continued) To determine the definitions that are affected by a change to an existing definition, you can:

• Use the PeopleSoft Application Designer Find Definition References tool.

• Use the PeopleTools Cross Reference page.

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Activity 55: Determining Relationships Among Definitions In this activity, you will review the activity overview and:

1. Find definition references.

2. Using the Record Cross Reference page.

See PeopleTools I: Activity Guide, lesson 18, “Analyzing the Impact of Design Changes,” Activity 55: Determining Relationships Among Definitions.

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Synchronizing Record Definitions and Database Tables Data is stored in SQL tables, which are based on record definitions. Changes to field definitions or record definitions often make the underlying table no longer synchronized with the record definition. To remedy this problem without losing application data, use the Alter option of the Build operation.

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Synchronizing Record Definitions and Database Tables (continued) If you change either a field definition or a record definition, you might have to alter the associated SQL table to synchronize it, depending on the changes.

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Use this table to determine what actions you must perform when you change a record definition:

Properties Table Structure Changes (Create or Alter Table)

Index Changes (Create Index)

Definition Changes (Do Nothing)

Field Field name

Length

Type

Delete/Add field from record definition

NA Format

Long name

Short name

Translate table values

Use NA Key (new)

Alternate search key

Key direction (ascending or descending)

Duplicate order key

Search key (if already a key)

List box item

Defaults (value and page control)

Auto update

Field audits

Edits Value Required (Long Character, Date, Time, DateTime, Image)

NA Prompt table edit

Translate table edit

Yes/No edit

Value required (Numeric, Character)

Reasonable date check

PeopleCode NA NA PeopleCode

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Synchronizing Record Definitions and Database Tables (continued) If you make a change that requires an update to an index only:

1. Open the record definition.

2. Select Build, Current Definition.

3. Select Create Indexes.

4. Select a build execute option.

5. Click the Build button.

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Synchronizing Record Definitions and Database Tables (continued) If you change the table structure, you must either build or alter the table. The alter table process is similar to the create table process, except that you do not lose the data that application data tables contain.

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It is important to remember that if you alter a table, you must rebuild any views that reference the altered table. You must also recompile any COBOL programs that reference the altered table.

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Synchronizing Record Definitions and Database Tables (continued) The Alter tab of the Build Settings dialog box provides options for handling existing data. You can:

• Drop columns even if they hold data.

• Skip records if they contain data.

• Truncate data.

• Set the specific type of alter options that you would like.

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Activity 56: Synchronizing Record Definitions and Database Tables In this activity, you will review the activity overview and:

1. Determine the impact of a definition change and changing the field definition.

2. Change build settings for the T1_COURSE_TBL table and alter the table.

3. Examine the log and script.

4. Examine the page definition.

5. Examine the SQL table.


See PeopleTools I: Activity Guide, lesson 18, “Analyzing the Impact of Design Changes,” Activity 56: Synchronizing Record Definitions and Database Tables.

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Incorporating Upgrades in the Development Strategy Every implementation is different, depending on customer requirements, but there are three main categories:

• The applications are unmodified

• The applications have minor modifications

• The applications are highly modified

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Incorporating Upgrades in the Development Strategy (continued) An upgrade is a replacement of existing definitions with new ones. If you have not altered definitions, upgrading the application is a relatively smooth operation. The definition upgrades take place without much required interaction.

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Incorporating Upgrades in the Development Strategy (continued) During the upgrade process, if internal version information of a definition indicates that it has been modified, information about the upgraded definition and the existing modified one is captured and placed in a comparison report, as illustrated in this diagram:

Field A

Field D

Field C

Field B

Existing ModifiedRecord Definition

Field A

Field D

Field C

Field B

New Version ofRecord Definition

ComparisonReport

Comparison between modified and upgraded definitions

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Incorporating Upgrades in the Development Strategy (continued) To comply with the upgrade:

1. Examine the comparison report to determine modifications made to the original definition.

2. Find the documentation pertaining to your modifications.

3. Accept the upgraded definition, replacing the original.

4. Using the development documentation, reapply the modifications to the upgraded definition.

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Incorporating Upgrades in the Development Strategy (continued) To ensure smooth transitions between releases of PeopleSoft applications, follow two rules:

• When possible, create a new definition instead of modifying an existing one.

• When you modify an existing definition, document changes fully in the Comments field of the definition properties.

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• You can use cross-reference tools to examine how definitions are interrelated.

• Changing definitions can have pronounced effects on other definitions.

• Modifying field and record properties can cause the record definition to be unsynchronized with the database table.

• When planning application development, you should consider the impact of modifications on future upgrades.

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L e s s o n 1 9

Building Applications


• Discuss application design

• Create data structures

• Create user interfaces

• Test applications

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B u i l d i n g A p p l i c a t i o n s L e s s o n 1 9


Designing an Application You design the application in the planning phase as the diagram illustrates:

Plan

DefineFields

User Interface

Test

Data Design

DesignApplication

TestApplication

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

Planning phase

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All interested parties should be involved in this phase to avoid costly and time-consuming mistakes. In the application design phase you produce:

• Functional specifications

• Technical specifications

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L e s s o n 1 9 B u i l d i n g A p p l i c a t i o n s


Activity 57: Designing an Application In this activity, you will review the activity overview and:

• Plan the data structures.

• Plan the user interfaces.

• Plan the testing.

See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 57: Designing an Application.

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Creating Data Structures With technical specifications prepared, you can proceed to the data design phase as this diagram illustrates:

Plan

DefineFields

User Interface

Test

Data Design

DesignApplication

TestApplication

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

Data design phase

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In this phase, you create the underlying structure of the application. The data design phase comprises three application development steps:

• Step 2: Define fields.

• Step 3: Create record definitions.

• Step 4: Build SQL tables.

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Creating Data Structures (continued) In step 2, you identify and create new field definitions. You set such field properties as:

• Type

• Length

• Label

• Format

• Translate values

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Creating Data Structures (continued) In step 3, you create a record definition. You set such record properties as:

• Default values

• Field level audits

• Key structure

• PeopleCode

• Required fields

• Table edits

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Creating Data Structures (continued) In step 4, you create the SQL tables. You need to configure settings such as:

• Build options

• Execute options

• Script options

• Logging options

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Activity 58: Creating Data Structures In this activity, you will review the activity overview and:

1. Define fields.

2. Create record definitions.

3. Build SQL tables.

See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 58: Creating Data Structures.

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Creating User Interfaces With the table structures in place, you can proceed to the user interface phase as this diagram illustrates:

Plan

DefineFields

User Interface

Test

Data Design

DesignApplication

TestApplication

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

User interface phase

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Student Notes

The user interface phase comprises three application development steps.

• Step 5: Create page definitions.

• Step 6: Define components.

• Step 7: Register components.

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Creating User Interfaces (continued) In step 5, you create page definitions. You set such page properties as:

• Record name

• Field name

• Display options

• Label options

• Related field options

• Page order

• Page size

• Alignment

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Creating User Interfaces (continued) In step 6, you create a component definition. You set such component properties as:

• Search record

• Actions

• Toolbar options

• Internet options

• PeopleCode

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Creating User Interfaces (continued) In step 7, you register a component. The Registration Wizard:

• Places the component on a menu.

• Sets up navigation through the portal registry.

• Sets up security rights on one permission list.

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Activity 59: Creating User Interfaces In this activity, you will review the activity overview and:

1. Create page definitions.

2. Create component definitions.

3. Register components.

See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 59: Creating User Interfaces.

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Testing Applications The final phase is also the last application development step as this diagram illustrates:

Plan

DefineFields

User Interface

Test

Data Design

DesignApplication

TestApplication

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

Testing phase

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Student Notes

Perform a rigorous test on the component by:

• Adding rows of data.

• Verifying defaults and prompts.

• Inserting rows of data.

• Deleting rows of data.

• Modifying rows of data.

• Testing all of the supported actions.

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Activity 60: Testing the Application In this activity, you will review the activity overview and:

1. Test the course enrollment application.

2. Test the course database application.

See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 60: Testing the Application.

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• The application design phase produces functional and technical specifications.

• In the data design phase, you create any fields that you need, organize the fields into record definitions, and then create the database tables.

• In the user interface phase, you develop pages, create components, grant security access, and implement navigation.

• You should not release any application without a rigorous and thorough test phase.

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L e s s o n 2 0

Searching Applications by Using the Verity Search Engine


• Describe and perform a Verity search.

• Perform a Verity search.

• Generate a Verity search collection.

• Add keywords to a search collection.

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Student Notes

All PeopleSoft 8 applications come with the Verity search engine. In the original release of PeopleSoft 8, this search capability powered PeopleBooks documentation only.

In PeopleTools 8.4, the capabilities of Verity have been expanded to help users navigate the applications.

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S e a r c h i n g A p p l i c a t i o n s b y U s i n g t h e V e r i t y S e a r c h E n g i n e L e s s o n 2 0


Describing and Performing a Verity Search You saw on the first day of this class that users can enter text to search for content. The search engine is supplied by Verity, one of the largest providers of search engines.

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Security filtering is built in and implemented behind the scenes in a Verity search. The permission lists assigned to each content reference determine security access.

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L e s s o n 2 0 S e a r c h i n g A p p l i c a t i o n s b y U s i n g t h e V e r i t y S e a r c h E n g i n e


Describing and Performing a Verity Search (continued) In PeopleTools 8.4, users can access the Verity search engine to search within applications. When a user searches for text Verity examines an index based on the contents of the portal registry. The contents of the following fields are included in the index:

• Label

• Long Description

• Author

• Product

• Node Name

• Attributes (keywords)

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Describing and Performing a Verity Search (continued) All of these fields are available in the portal registry on the Content Ref Administration page.

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Student Notes

Use the Content Ref Administration page to enter information that the Verity search engine will use:


Content Ref Administration PeopleTools, Portal, Structure and Content

Click the Courses link.

Click the Edit link for General Information.

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Content Ref Administration page

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Describing and Performing a Verity Search (continued) The Verity search engine does not search all the text in the portal registry each time a user enters a search request. Rather, a search index is generated from the text and stored on the application server. In the Verity search engine, these indexes are called collections. PeopleSoft applications support four types of search collections:

• Registry

• Record

• Web

• File system

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Student Notes

PeopleSoft Enterprise Portal contains processes for building all these collections. For standalone enterprise applications, only the registry collection is supported.

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Describing and Performing a Verity Search (continued) To perform a Verity search:

1. Enter a value in the Search field.

2. Click the search button.

3. Examine the results.

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Student Notes

The search field is at the top of the menu pagelet. The search button is to the right of the search field.

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Activity 61: Performing a Verity Search In this activity, you will review the activity overview and execute a Verity search.

See PeopleTools I: Activity Guide, lesson 20, “Searching Applications by Using the Verity Search Engine,” Activity 61: Performing a Verity Search.

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Generating a Registry Search Collection If you add content to the portal registry by registering components, you must generate a new registry collection before searching text on the new content reference. To generate a search collection:

1. Select PeopleTools, Portal, Build Registry Search Index.

2. Click the Search button.

3. Click a Run Control ID link from the Search Results.

4. Click the Run button.

5. Select the process.


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Activity 62: Generating a Registry Search Collection In this activity, you will review the activity overview and:

1. Generate a search collection.

2. Search for content.

See PeopleTools I: Activity Guide, lesson 20,“ Searching Applications by Using the Verity Search Engine,” Activity 62: Generating a Registry Search Collection.

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Adding Keywords to a Search Collection A search collection made up of text from labels and descriptions is helpful, but occasionally users will want to find content based on words that are not in either field. This is where keywords are helpful.

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Student Notes

Use the Content Ref Administration page to add keywords:


Content Ref Administration PeopleTools, Portal, Structure and Content

Click the Courses link.

Click the Edit link for General Information.

Content Ref Administration page

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Adding Keywords to a Search Collection (continued) You can enter one or more keywords for a content reference in the Content Reference Attributes region of the Content Ref Administration page. Follow these guidelines:

• Enter terms that are not in the Label or Description field.

• Enter terms that may be unique to the business process.

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Student Notes

Here is an example of keywords entered for a content reference in a PeopleSoft human resources application:

Keywords entered in the Content Reference Attributes page

See Also PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portals”

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Adding Keywords to a Search Collection (continued) To add keywords for a content reference:

1. Enter KEYWORD in the Attribute field of the Content Reference Attributes region of the Content Ref Administration page.

2. Enter Keyword in the Label field.

3. Enter search words or phrases separated by commas in the Attribute value field.

4. (Optional) Select the Translate check box.


6. Build the registry index when you finish entering all keywords.

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Student Notes

Select the Translate check box to make attribute values translatable into other languages. It is a good practice to make keywords translatable.

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Activity 63: Implementing a Verity Search Collection In this activity, you will review the activity overview and:

1. Enter keywords.

2. Rebuild the search collection.

3. Search for specific content in the training application.

See PeopleTools I: Activity Guide, lesson 20, “Describing the Verity Search Engine,” Activity 63: Implementing a Verity Search Collection.

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• The Verity search engine is a standard feature of all PeopleSoft 8 applications; users enter text searches that are filtered for security access rights before links to content are returned.

• You generate a registry search collection through a process that you should run regularly.

• Keywords are unique, searchable values that enable you to expand the scope of a Verity search for specific content references.

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Notes

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L e s s o n 2 1

Performing Data Audits


• Discuss advantages and disadvantages of implementing audits.

• Implement field-level audits.

• Implement record-level audits.

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PeopleSoft has two approaches to auditing data: by field and by record definition. In either case, the system writes data to tables created to contain audit data.

Field-level audits record when you insert, update, or delete a field value. The system writes a row of audit data to the PSAUDIT table for each field marked for audit. You may write multiple rows of audit data for a single transaction.

Record-level audits record any inserts, updates, or deletions for specified fields in a row of data. PeopleSoft does not provide a table to store record-level audit data.

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P e r f o r m i n g D a t a A u d i t s L e s s o n 2 1


Discussing Advantages and Disadvantages of Implementing Audits Database administrators perform audits to track the tasks that users perform in PeopleSoft enterprise applications. You might have hundreds or thousands of people signing in and altering data in the database. Alterations fall into three categories:

• Adding new rows of data.

• Changing existing rows of data.

• Deleting rows of data.

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L e s s o n 2 1 P e r f o r m i n g D a t a A u d i t s


Discussing Advantages and Disadvantages of Implementing Audits (continued)

There are advantages of auditing. You can record:

• The values that changed.

• When changes were made.

• Who made the changes.

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Student Notes

This is a valuable tool, especially with sensitive data. You might set up auditing on tables that relate to company payroll, for example.

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There are disadvantages of auditing.

• Auditing every action on every table can significantly reduce overall performance.

• For any field or record that you audit, a separate database transaction has to take place in addition to the user action, which is detrimental to performance.

• Audit information is stored in separate tables, which can become quite large and consume database server space.

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The simplest audit to set up and monitor is the field-level audit.

• All audit information from field-level audits, regardless of where the field is located, is stored in a central PSAUDIT table.

• You can set up auditing on a field in seconds.

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Student Notes

Before this class began, we configured some field level audits. Every time you made changes in Student Personal Information, your actions wrote to an audit table.

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Implementing Field Level Audits A field level audit is a record field property. To configure a field level audit:

1. Open the desired record.

2. Double click the field you would like to audit.

3. In the Audit section, select Field Add, Field Change, or Field Delete.


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Implementing Field Level Audits (continued) All field-level audit data is stored in the PSAUDIT table. You can view this table using Query or using SQL commands. The PSAUDIT table contains the following fields:

• AUDIT_OPRID

• AUDIT_STAMP

• AUDIT_ACTN

• RECNAME

• FIELDNAME

• OLDVALUE

• NEWVALUE

• KEY1, KEY2, …

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Student Notes

This section discusses how to view data in the PSAUDIT table:

• View the contents of PSAUDIT using your database query tool and a SELECT statement:

SELECT * FROM PSAUDIT

• Limit your query to a specific record definition by specifying it in a WHERE clause:


WHERE RECNAME = ‘PSU_STUDENT_TBL’

• Modify the WHERE clause to limit your query to a specific field on a specific record definition:


WHERE RECNAME = ‘PSU_STUDENT_TBL’

AND FIELDNAME = ‘STUDENT_NAME’

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Activity 64: Performing a Field-Level Audit In this activity, you will review the activity overview and:

• Observe field-level settings

• View the contents of PSAUDIT.

See PeopleTools I: Activity Guide, lesson 21, “Performing Data Audits,” Activity 64: Performing a Field-Level Audit.

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Implementing Record Level Audits You can capture similar audit information at the record level. The initial setup is a little more elaborate, but an audit table in your database is dedicated to auditing fields for a specific record. To set up a record level audit:

1. Clone the record you want to audit.

2. Save the record as AUDIT_<original record name>.

3. Insert the audit fields as the first three fields.

4. Delete any fields that you do not want to track.

5. Remove all key structure.

6. Build the table.

7. Link the base record to the audit record and select the desired audit options.

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Implementing Record Level Audits (continued) To clone and save the record:

1. Open the record to audit.

2. Select File, Save As.

3. Enter AUDIT_<original record name> in the Save As field.

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Student Notes

The field name is limited to 15 characters.

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Implementing Record Level Audits (continued) Insert these three fields, in this order, as the first three fields in the record definition:

• AUDIT_OPRID.

• AUDIT_STAMP.

• AUDIT_ACTN.

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Student Notes

Note. For AUDIT_STAMP, select the Auto-Update check box in the Record Field Properties dialog box otherwise the audit record doesn’t receive a date and time stamp.

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Implementing Record Level Audits (continued) Delete fields that you do not want to audit:

• You should audit all fields that are keys in the original record to help determine the unique row that included the action.

• To audit all fields in the record, skip this step.

• You cannot audit Long Character or Image fields.

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Implementing Record Level Audits (continued) Audit tables do not include keys or indexes.

1. Clear all key attributes.

2. Clear all duplicate order key attributes.

3. Clear all search key attributes.

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Implementing Record Level Audits (continued) The next step is to build the table.

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Student Notes

This is the most often forgotten step. Remember to build the table.

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Implementing Record Level Audits (continued) To link the base record to the audit record:

1. Open the record definition that you are auditing.

2. Select File, Definition Properties.


4. Select the correct audit record definition from the Record Name drop-down list box.

5. Select the desired audit actions.

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Student Notes

With record-level audits, you can track any combination of four actions.

• Add

• Change

• Selective

• Delete

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Implementing Record Level Audits (continued) The audit table records:

• Only the old values for non-key fields.

• Both the new and old values if you change a key value.

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Student Notes

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

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Activity 65: Implementing Record Level Audits In this activity, you will review the activity overview and:

1. Clone and save the record.

2. Insert the audit fields.

3. Delete unnecessary fields.

4. Remove all key structure, default values, and set auto update.

5. Build the table.

6. Link the base record to the audit record and select the desired audit options.

7. Test the auditing process.

See PeopleTools I: Activity Guide, lesson 21, “Performing Data Audits,” Activity 65: Implementing Record Level Audits.

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• You should use data audits that track user actions on selected fields or records sparingly because they add overhead to tracked entries and increase database resource requirements.

• To implement field-level auditing, you select the actions to track in the record definition’s record field properties.

• To implement record-level auditing, you build a special audit record definition and then link it to the record you want to audit.

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Student Notes

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L e s s o n 2 2

Importing and Exporting Projects


• Describe how projects transport definitions between databases.

• Export projects.

• Import projects and build their tables.

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Student Notes

Projects allow quick access to the definitions that you are using. Projects are also portable.

You can export the definitions that are in a project to an extensible markup language (XML) file and then import them into another database. This is an invaluable tool for developers who typically work in a development environment apart from production databases.

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I m p o r t i n g a n d E x p o r t i n g P r o j e c t s L e s s o n 2 2


Describing How Projects Transport Definitions Between Databases A project is a collection of definitions. Use projects to:

• Organize definitions into related groups as you develop applications.

• Move definitions from one application database to another.

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Student Notes

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L e s s o n 2 2 I m p o r t i n g a n d E x p o r t i n g P r o j e c t s


Describing How Projects Transport Definitions Between Databases (continued)

Copying a project to a database is the most direct method. If you have connectivity to the database to which you want to transfer the project, all definitions are loaded into the target database’s tables, as shown in this diagram:

DevelopmentWorkstationSource

DatabaseTarget

Database

Project Project

Application Data

PeopleTools

System Catalog

Application Data

PeopleTools

System Catalog

Transferring project data from one database to another

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Student Notes

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Copying to a file creates a series of XML files in a folder. After the project is in file form, you can import the project from the target side, as shown in this diagram:

DevelopmentWorkstationSource

Database

TargetDatabase

Project

Application Data

PeopleTools

System Catalog

Application Data

PeopleTools

System Catalog

Project

DevelopmentWorkstation

ProjectFiles

Project

Project

Copying to file

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Student Notes

Projects do not hold application data. If you have record definitions in your project, you must build them in the new database to create the application data tables.

You can migrate application data with Data Mover script files.

This topic is covered in detail in the instructor-led course Data Administration Tools.

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PeopleSoft distributes project files by means of download. Three levels of imports are available:

• Fixes.

• Updates.

• Upgrades.

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Student Notes

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Exporting Projects Exporting a project is a simple procedure. To export a project to a file:

1. Open the project in Application Designer.

2. Select Tools, Copy Project, To File.

3. Select the definitions to copy.

4. Enter the output directory.

5. Click the Copy button.

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Student Notes

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Exporting Projects (continued) The copy process creates two files:

• An XML file.

• An .ini file.

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Student Notes

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Activity 66: Exporting Projects In this activity, you will review the activity overview and:

1. Export a project.

2. Examine the project files.

See PeopleTools I: Activity Guide, lesson 22, “Importing and Exporting Projects,” Activity 66: Exporting Projects

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Student Notes

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Importing Projects Importing a project is a nearly identical procedure to exporting a project. To import a project from a file:

1. From PeopleSoft Application Designer, select Tools, Copy Project, From File.

2. Browse to select the project folder.

3. Select the definitions you want to copy.

4. Click Open.

5. Select Tools, Validate Project.

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Student Notes

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Importing Projects (continued) When you import a project with record definitions, you have to ensure that the SQL tables they represent exist. You might have to:

• Build tables if they do not exist.

• Check changes to the definition to determine whether you should alter the underlying tables.

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Student Notes

When you select Build, there is an option to build an entire project. This applies the build options you choose to all the record definitions in the current project. You can select an option on the Build tab to skip existing records.

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Activity 67: Importing Projects In this activity, you will review the activity overview and import the T1_IMPORT project.

See PeopleTools I: Activity Guide, lesson 22 “Importing and Exporting Projects,” Activity 67: Importing Projects

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• Projects are an excellent way to organize definitions during development or to transport definitions between databases.

• When you export the current project to a file, you have an .ini file and an XML file that contains all of the definition data.

• When you import a project, check the project integrity and consider whether the underlying tables have to be built or altered.

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L e s s o n 2 3

Final Course Activity

Objective By the end of this lesson, you will be able to implement the eight steps that create an application to evaluate training courses.

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F i n a l C o u r s e A c t i v i t y L e s s o n 2 3


Activity 68: Creating a Course Evaluation Application In this activity, you will review the activity overview and:

1. Design the application.

2. Create the data structures.

3. Create the user interface.


See PeopleTools I: Activity Guide, lesson 23 “Final Course Activity,” Activity 68: Creating a Course Evaluation Application

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L e s s o n 2 4

Course Review

Completed Objectives In this course, you learned how to:

• Navigate a PeopleSoft application.

• Describe the elements of the PeopleSoft Internet Architecture (PIA).

• Describe PeopleSoft data organization and validation.

• Implement the eight step process of application development.

• Describe additional application development considerations.

• Perform searches and audits of application data.

• Organize definitions into projects.

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C o u r s e R e v i e w L e s s o n 2 4


Navigating a PeopleSoft Application One method you use to navigate a PeopleSoft application is the menu pagelet. To find information you:

• Select a folder

• Select a content reference

• Enter values in the search fields

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Student Notes

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L e s s o n 2 4 C o u r s e R e v i e w


Navigating a PeopleSoft Application (continued) Another method you use to navigate a PeopleSoft application is the search engine. To find information you:

• Enter a value in the search field

• Click the Search button

• Select the appropriate content reference

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Student Notes

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Describing the Elements of the PeopleSoft Internet Architecture PeopleSoft Internet Architecture consists of:

• A database server

• An application server

• A web server

• A browser or other user input device

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Describing the Elements of the PeopleSoft Internet Architecture (continued)

This illustration shows communication protocols between the different elements of PeopleSoft Internet Architecture:

SystemCatalog

ApplicationData

PeopleTools

DatabaseServer

Browser

HTML 4Compatible

Browser

Web Server

WebServicesHTML

JavaServices

ApplicationServer

PeopleSoftServices

Tuxedo/JoltJolt

SQL

PeopleSoft Internet Architecture

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Student Notes

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Describing PeopleSoft Data Organization and Validation A PeopleSoft database has three types of tables:

SystemCatalog

ApplicationData

PeopleTools

Types of tables

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Student Notes

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Describing PeopleSoft Data Organization and Validation (continued) A PeopleSoft application uses application-level validations such as:

• Prompt table edits

• Translate table edits

• Yes/No table edits

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Implement the Eight Step Process of Application Development This diagram illustrates the eight step process:

User Interface

Test

Data Design

Plan

TestApplication

DefineFields

DefineRecords

BuildTables

DefinePages

DefineComponents

RegisterComponents

DesignApplication

Eight steps of application development

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Implement the Eight Step Process of Application Development (continued) When you plan, you construct the:

• Functional specifications

• Technical specifications

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Implement the Eight Step Process of Application Development (continued) In the data design phase you:

• Create the field definitions

• Create the record definitions

• Build the SQL table

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Implement the Eight Step Process of Application Development (continued) In the user interface phase you:

• Create the page definitions

• Create the component definitions

• Register the component

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Implement the Eight Step Process of Application Development (continued) The testing phase includes:

• Adding high-level keys at level 0.

• Inserting, updating, and deleting data at level 1.

• Viewing and correcting historical data.

• Verifying prompts and defaults.

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Describing Additional Application Development Considerations In addition to using the eight steps of application development, you should finish the application by:

• Changing the search page title

• Creating menus for organizational purposes.

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Performing Searches and Audits of Application Data Your PeopleSoft application uses a Verity search engine to locate data:

• You can customize your searches by adding keywords to content references and folders.

• You must generate a new registry collection to use the new keywords.

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Performing Searches and Audits of Application Data You can monitor your data by:

• Creating field level audits.

• Creating record-level audits.

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Organizing Definitions into Projects You can create project to:

• Transport definitions between databases.

• Upgrade definitions.

• Export definitions to a file.

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A p p e n d i x A

Curriculum Map

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P e o p l e T o o l s C u r r i c u l u m M a p A p p e n d i x A


Curriculum Map

410PeopleTools II

5 daysClassroom

415Process Scheduler

Administration and ReportDistribution

2 daysClassroom

420PeopleCode

5 daysClassroom

411Application Engine

4 daysClassroom

Development

Administration

Upgrade Course

KEY400

PeopleTools I5 days

Classroom

426Workflow

4 daysClassroom

478Data Management Tools

and Upgrade5 days

Classroom

1022Integration Tools

4 daysClassroom

405PeopleTools Overview

2 daysClassroom

466PeopleSoft Security

3 daysClassroom

471PeopleSoft Server

Administration4 days

Classroom

Enterprise Portal1011

Enterprise PortalAdministration (8.4)

3 daysClassroom

1377Concepts in Enterprise

Portal Development (8.4)1 day

Live WebCast

Reporting 430SQR

5 daysClassroom

435PS/nVision Using Queries

4 daysClassroom

455Query/Crystal Power

Combo4 days

Classroom withOnDemand

1533Integrating Processes

and Reports1 day

Live WebCast

1152Query Reporting

2 daysClassroom with

OnDemand

OR

1011Enterprise Portal

Administration (8.8)5 days

Classroom

PeopleTools Curriculum Map

Documents

8.44 People Tools