Professional Documents
Culture Documents
Introduction To PeopleSoft v1.0
Introduction To PeopleSoft v1.0
1970s
Material Requirement Planning Materials Requirement Planning (MRP) utilizes software applications for (MRP) scheduling production processes. MRP generates schedules for the operations and raw material purchases based on the production requirements of finished goods, the structure of the production system, the current inventories levels and the lot sizing procedure for each operation. Manufacturing Requirements Planning (MRP II) Manufacturing Requirements Planning or MRP utilizes software applications for coordinating manufacturing processes, from product planning, parts purchasing, inventory control to product distribution.
1980s
1990s
Enterprise Resource Planning Enterprise Resource Planning or ERP uses multi-module application (ERP) software for improving the performance of the internal business processes. ERP systems often integrates business activities across functional departments, from product planning, parts purchasing, inventory control, product distribution, fulfillment, to order tracking. ERP software systems may include application modules for supporting marketing, finance, accounting and human resources
PeopleSoft History
Founders : Year :
Versions
1987:PeopleSoft founded
1996: PeopleSoft 6
1997: PeopleSoft 7
2000: PeopleSoft 8
Financial Management
CRM Product Modules Customer Management Bill Presentation and Account Management Marketing, Sales and Order Capture Mobile Number Portability Support and Service Management Campaign Management and Telemarketing
EPM Product Modules Functional Analytics CRM Analytics Financial Analytics Supply Chain Analytics Workforce Analytics
Compensating Employees Plan Salaries Manage Variable Compensation Report Total Compensation Administer Salary Packaging
Manage Company Cars Human Resources Administer Workforce Manage Labor Relations Monitor Absences Recruit Workforce Track Global Assignment Administer Training Manage Flexible Service Commitment Accounting Manage Health and Safety Compliance Health & Safety Report Regulations Manage Positions Career/Succession Professional Develop Workforce Manage Competencies
FSA Administration
Benefits Administration
Basics of PeopleSoft
How the data is stored in PeopleSoft? PeopleSoft applications are table-based systems. The data resides in a relational database.
The tables consist of rows and columns. These tables are called Records in PeopleSoft Terminology. The columns are known as Fields in PeopleSoft. PeopleSoft tables (Records) can be classified as: Transaction Tables Transactional tables, as the name suggests store the data for the transactions conducted. They are used to record the day-to-day transactions. Hence, very dynamic in nature. Most of the field users will be entering rows into transaction tables. When you create an invoice, hire employee or update proposal information, you will enter rows into the respective Invoice, Employee or Proposal transaction tables. Control Tables The control tables define the business rules and master data for UNDP and its partner agencies. These tables are not updated daily and are mostly maintained centrally at Headquarters. These tables include information such as pay groups, vendor information etc. These tables are identified by a Set Identifier known as SET ID. For understanding of what a SET ID is <click here>.
A Set ID is a common identifier for the tables. It allows you to share the control data across various business units. The control data is associated with a Set ID. The Set ID is in turn associated with a business unit. This helps you share a set of control data for multiple business units and reduce the pain of data redundancy.
PeopleSoft Navigation
Accessing PeopleSoft Changing the password Navigating through the system Searching for records Some more tips and techniques
Accessing PeopleSoft
Open a browser window Navigate to the PeopleSoft URL provided to you Enter the User ID and Password assigned to you and click on the Sign In button
PeopleSoft Sign-on
PeopleSoft Portal
The user uses a browser from any internet accessible computer and goes to the PeopleSoft link provided. On signing in successfully the user can see the PeopleSoft Enterprise Portal screen which shall provide the links to the applications to which the user has access to. The Portal home page shall also contain short cuts for various links depending upon his/her role. Let us take the example of a user Anna Rortaz, UNDP DRR and she has to monitor her approval tasks in Finance and HR applications.
PeopleSoft Page
These tabs help you move across various pages in this component Scroll areas within a page Click this link to access the online People Books help
Menu with the folders represent various modules. Each of these folders contains sub-folders and links to the components and pages. The circled item is the link. The links appear in blue font with an underline indicating a hyperlink.
These buttons carry out the actions like saving the data, sending an email notification, moving to the next record etc.
Use My Favorites
Click on the Add to favorites link at the right hand top corner of the screen, to store a page in your favorites. You can access your favorites by clicking on the My Favorites link in the Menu.
Specifying additional search criteria Providing unique identifiers values that are assigned to only one record such as Employee IDs and Project IDs
Session Expires
If you do not use your PeopleSoft page for more than 20 minutes, the session gets expired. You would lose all your data if you have not saved the data. Before the session gets expired, you will get a warning message like the one below:
Alt + 1 + Enter
PeopleSoft Pure Internet Architecture is an architecture without a client. There is no complex, expensive client software installation. No Java applets, Windows DLLs, or browser plug-ins are necessary for this "thin" client architecture. Thus, the client can be a Web browser, mobile device, or external system that uses standard Internet technologies such as HTTP, HTML, and XML to communicate with the PeopleSoft Internet Application Server. PIA is completely server based. Clients to this architecture can be nearly any kind of Internet access devices. Wireless device or cell phone with Internet browse capabilities. External or third party system with XML/HTTP protocols.
PIA Allows
Extensive Portability
Web Browser Independence Client Operation System Independence Leverages your Unique, Strategic Business Practices Web Focused Development Environment Upgrade Support Multi-Currency and Multi-Lingual Support Project Support
Development Environment
Developers and administrators have an entirely different set of needs. As a result, they require a set of development environments tailored to these specific needs. PeopleSoft administration and development tasks are typically accomplished by using a Windows Client logged into a PeopleSoft database in two-tier mode. This means that the developer or administrator logs directly into a PeopleSoft Database without an Application Server or Web Server.
PIA
The PeopleSoft Internet Architecture has four components Internet Browser (IE 5.0 or above) Web Server (Unix or NT) Application Server (Unix or NT) Database Server (Oracle, MS-SQL Server, DB2, Sybase, Informix) To really understand the PIA, you need to understand the functionality of each of the architecture systems.
Web Browser
A key concept of internet architecture is that there is no complex, expensive client software installation
System Catalog Tables HTTP SSL JOLT SQL PeopleTools Tables Application Data Tables Internet Browser (IE 5.0 or above) Web Server (Unix or NT) Application Server (Unix or NT) Database Server
Web Server
The Web Server is the intermediary processor. The purpose of Web Server is Relay data back and forth between the browser and application server. Handle encryption. Manage connections between the browsers. The web server uses Java to implement logic and uses JOLT to communicate to the application server.
Web Server
Application Server
The Application Server is where all the PeopleSoft logic occurs. The Application Server is the brain of the PeopleSoft Internet application. A new server process resides in the application server domain that performs all applications processing for PeopleSoft Internet session and generates the HTML to be displayed in the browser. This process is called PSAPPSRV.
Application Server
PSAPPSRV HTTP SSL JOLT Disk Cache Files Internet Browser (IE 5.0 or above) Web Server (Unix or NT) Application Server (Unix or NT) SQL
Database Server
Database Server
With the use of PeopleSoft Internet Architecture, the database will store the pages, an image repository and URL repository.
System Catalog Tables
System Catalog Tables Store indexes and physical characteristics of tables, views and columns. PeopleTools Tables Store object-related data pertaining to the online processing of
the system and activities that occur during the import. Updates to objects such as records, pages and menus result in entries to the PeopleTools tables. The names of PeopleTools tables typically begin with PS. Application Data Tables Contains data created by the user
SYSOBJECTS SYSCOLUMNS
PeopleTools Tables
PSRECDEFN PSPNLDEFN
Database Server
Data Validation
PeopleSoft provides several methods for ensuring data accuracy. They are Prompt Table, Effective Date, Translate Table.
Prompt Table
Prompt Table are application data tables that store a predefined set of valid values that are available to users during the data entry process.
Effective Date
Effective Date creates a historical record of all changes made to data stored in a table. Applying the effective date function to a prompt table ensures that you maintain both historical and future data while providing users with data prompts that are valid at the time of data entry.
Application Development
Application Development is a step-by-step process. Between design and rollout, application objects are defined and built, relationships are established security is implemented and every aspect is tested thoroughly. The majority of these activities is completed in Application Designer. Application Designer is an integrated development and upgrade tool that organizes the object definitions of a business application into a single work area. Application Designer organizes the object definitions of a business application into an Object Workspace, Project Workspace and an Output Window. Object definitions are created using the Nine Steps of Application Development.
Design the Application Define New Fields Create Record Definition Build SQL Table Project Create Page Definition Create Component Create Menu Definition Enable Security Test the Application
PeopleTool Application Designer Application Designer Application Designer Application Designer Application Designer Application Designer Maintain Security Online & Query Tool
Database Tool PeopleTools Tables PeopleTools Tables System Catalog & Application Data Tables PeopleTools Tables PeopleTools Tables PeopleTools Tables PeopleTools Tables Application Data Tables
CASE STUDY
Thank you
________________________