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PeopleTools 8.52 - Five reasons to upgrade

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PeopleSoft 8.52 - Five reasons to upgrade

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PeopleTools 8.52 - Five reasons to upgrade

  1. 1. PeopleTools 8.52 Five reasons to upgrade Hakan Biroglu Software Architect PeopleSoft
  2. 2. Agenda © Logica 2012. All rights reserved No. 2 • Five reasons: • Feature Packs • Dashboards • InterWindow Communication • Secure Enterprise Search • Mobile Expenses & Approvals • Q&A PeopleTools 8.52 – Five reasons to upgrade
  3. 3. Feature Packs Adding new capabilities
  4. 4. • Adding new capabilities to current Application Release • Without the need for an Application Upgrade • Without the need for new hardware • Delivered as • Bundles • Maintenance packs • Individual postings • Revision re-cuts © Logica 2012. All rights reserved No. 4 What are Feature Packs PeopleTools 8.52 – Five reasons to upgrade
  5. 5. Delivery Model Tools Release Revision Re-cut • Every three years an Application Release • Annually a PeopleTools Release • One or more Feature Packs per Application Release • Revision Re-cut after Feature Pack with current PeopleTools Release © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 5 Application Release Feature Pack
  6. 6. What does this have to do with PeopleTools? • Feature Packs apply to a certain Application release • Several PeopleTools releases per Application release • Features might be build using the latest PeopleTools technologies • If you are not running the latest PeopleTools release: © Logica 2012. All rights reserved You will not be able to implement & use these new features! PeopleTools 8.52 – Five reasons to upgrade No. 6
  7. 7. Examples of Features © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 7
  8. 8. Upgrade Reason 1 Compatibility © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 8
  9. 9. Dashboards Complete overview of all the information you need
  10. 10. Dashboards – Is it a homepage? • It acts and works like a homepage • One homepage vs multiple dashboards • Quick and easy full overview of a certain area • Out of the box dashboards • Ability to create your own dashboards • No customizations required © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 10
  11. 11. Delivered dashboards CRM HCM FSCM Service Manager Dashboard Manager Dashboard None OOTB Service Agent Dashboard Talent Summary HR HelpDesk Manager Dashboard HR HelpDesk agent Dashboard IT HelpDesk Manager Dashboard IT HelpDesk Agent Dashboard Higher Ed Blended Manager Dashboard Higher Ed Blended Agent Dashboard © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 11
  12. 12. Dashboard Examples © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 12
  13. 13. Pagelet visualisation enhancements Banner Pagelet Pagelet Icons © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 13
  14. 14. Pagelet visualisation enhancements Possible values 1 = Border & header 2 = Border, no header 3 = No border, no header Images stored in image catalogue. Use Application Designer Banner Pagelet Pagelet Icons © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 14
  15. 15. Create custom dashboard © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 15
  16. 16. Create custom dashboard Content reference in Menu automatically created © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 16
  17. 17. Upgrade Reason 2 Insight © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 17
  18. 18. InterWindow Communication Enabling interactive dashboards
  19. 19. InterWindow Communication • Create interactive dashboards • Changes dashboards to cockpits • Create What-If dashboards © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 19
  20. 20. What is InterWindow Communication? • IWC is a frame to frame messaging mechanism which enables field level changes as they occur • Inter-window communication enables you to publish field-level changes • Allows pagelets to communicate with each other • Pagelets can be publishers and subscribers © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 20
  21. 21. How does it work? Define unique event names. Publisher and subscriber events need to match Pub •Click=buttons & hyperlinks •Change=field values Sub •Initiate refresh Pub •Which field, button triggers event Sub •On partial refresh, which field to trigger FieldChange Fields to be passed in message © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 21
  22. 22. Need to know the HTML fieldname © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 22
  23. 23. Force HTML fieldname © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 23
  24. 24. Demo Interwindow Communication http://bloggingaboutoracleapplications.org/create-interactive-dashboard- © Logica 2012. All rights reserved interwindow-communication-iwc/ PeopleTools 8.52 – Five reasons to upgrade No. 24
  25. 25. Upgrade Reason 3 Productivity © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 25
  26. 26. Secure Enterprise Search New way of searching your application data
  27. 27. That Looks Like Google ... No, it is not Google And yet it is ... © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 27
  28. 28. SES overview • Main search engine for all Oracle Applications • One click installation • Search Framework embedded in PeopleTools with Pages and Records and PeopleCode API • All configuration done from PeopleSoft • Out of the box integration between PeopleTools & SES • Search Pages • Application Search • Row Level Securing using Authorisation as a Service (AaaS) © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 28
  29. 29. Create (Connected) Query • PS Query • Drilling URL • Prompt Incremental Search © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 29
  30. 30. Create Search Definition • General • Search Attribute • Security • Advanced Use Audit records to find deleted data in PeopleSoft and clean SES database © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 30
  31. 31. Deploy & Build Search Definition • Deploy • Build © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 31
  32. 32. Search Page – Traditional • Purpose is to find level 0 keys • Usually no meaningful data for the user • SetID • Emplid • VendorID • TransactionID • Name © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 32
  33. 33. Search Page – Keyword Search • Search for data at level 0, 1, 2 and 3 • Meaningful data • Related Actions © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 33
  34. 34. Application Search - Configuration • Enable • Show • See © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 34
  35. 35. Application Search © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 35
  36. 36. Upgrade Reason 4 Efficiency © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 36
  37. 37. Mobile Applications New mobile solutions: Expenses and Approvals
  38. 38. PeopleTools Mobile Deprecation Notice for PeopleTools Mobile technology and Mobile Agent The PeopleTools Mobile technology and Mobile Agent is being deprecated as of June 5, 2009. Following this date the functionality will no longer be available to any new customers who have not already licensed it. Customers that have already licensed mobile applications may continue to use (and/or upgrade and use) the functionality with PeopleSoft applications (8.8, 8.9, or 9.0). Customers licensed to mobile applications that wish to perform a PeopleTools upgrade to 8.49 or 8.50 and continue using the PeopleTools Mobile functionality should contact Global Customer Service prior to the upgrade. GCS will provide the instructions on enabling mobile functionality following the PeopleTools upgrade. © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 38
  39. 39. Financials Mobile Applications • iReceipts (iOS) • Mobile Inventory (Oracle ADF) © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 39
  40. 40. PeopleSoft Mobile Expenses & Approvals • Mobile Expenses • Mobile Approvals • Voucher, Purchase Orders, • Invoice, Journal Entry, • Requisition, Expense Reports • Build using PeopleTools • iScripts • HTML • jQuery Mobile • Leveraging PeopleTools: • Security • Row Level Security • Multi Language © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 40
  41. 41. How to get it? Delivered with bundles: • 884859 - Enterprise Components 9.1 Bundle 23 • 884688 - Expenses 9.1 Bundle # 23 • 884686 - Financials 9.1 Common Application Objects Bundle # 23 • 875055 - Financials 9.1 Bundle # 23 • 875007 - ESA 9.1 Bundle # 23 • 882853 - Supply Chain Management 9.1 Bundle # 23 © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 41
  42. 42. How to use it? © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 42
  43. 43. How to use it? © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 43
  44. 44. Live Demo • Beter yet … Try it yourself! Pick up your mobile device. © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 44
  45. 45. Try it yourself! • Turn WiFi on, on your mobile device • Connect to MobileWiFi • Password: mobile01 • Start mobile Applications url • Use following users: User Password Action EXA1 EXA1 Expense Report Entry EXS1 EXS1 HR Supervisor Approver MGR1 MGR1 Approve above 0 MGR2 MGR2 Approve above 250 MGR3 MGR3 Approve above 1000 © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 45
  46. 46. Upgrade Reason 5 Work everywhere, anytime © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 46
  47. 47. Upgrade Reasons • Compatibility • Insight • Productivity • Efficiency • Work everywhere, anytime © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 47
  48. 48. Q&A
  49. 49. • Feature Packs • PeopleSoft 9.1 Continuous Delivery Status [ID 1401770.1] • Information Center: Feature Packs and Additional Features in PeopleSoft HCM 9.1 [ID 1395324.2] • Dashboards • Create appealing Dashboards with PeopleTools 8.52 • Interwindow Communication • Advisor Webcast Inter-window Communication (IWC) • Create interactive dashboards with InterWindow Communication (IWC) • Secure Enterprise Search • PeopleSoft HCM 9.1: PeopleSoft SES Search (Application Search and Search Pages) [ID 1373050.1] • PeopleSoft & Oracle Secure Enterprise Search (SES) • Mobile Expenses & Approvals • How to setup, configure and use PeopleSoft Mobile Expenses & Approvals © Logica 2012. All rights reserved PeopleTools 8.52 – Five reasons to upgrade No. 49 More Info
  50. 50. Thank you Hakan Biroglu

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