Professional Documents
Culture Documents
January 2004
STU-400-844
FOR
Student Guide
INTERNAL
USE
ONLY!
PeopleSoft
PeopleTools 8.44
PeopleTools I
STU-400-844
Restricted Rights
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
FOR
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
INTERNAL
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
USE
Enterprise and Red Pepper are registered trademarks of PeopleSoft, Inc. All other
trademarks mentioned in this document are the property of their respective owners.
ONLY!
CONTENTS
FOR
Course Objectives ...............................................................................................................1
Agenda: ...............................................................................................................................2
INTERNAL
Describing PeopleSoft Application Development Methodology ........................................8
Describing the PeopleSoft Application Designer..............................................................13
Finding Information About PeopleSoft Application Designer in PeopleBooks................16
USE
Lesson 3 Navigating PeopleSoft Applications...............................................................................19
Navigating PeopleSoft Applications .................................................................................20
Activity 1: Using Basic Navigation Tools........................................................................26
Using Search Pages ...........................................................................................................27
ONLY!
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
Lesson 8
Activity 13:
FOR
Organizing Definitions in a Project.......................................................125
Lesson 9
USE
Determining Technical Specifications ............................................................................134
Describing the Training Application ...............................................................................138
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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
FOR
Identifying Page Design Principles .................................................................................216
Identifying Page and Page Control Properties.................................................................224
Activity 30: Identifying Page and Page Control Properties ......................................239
Activity 32:
INTERNAL
Adding Page Controls to a Page......................................................................................240
Activity 31: Adding Page Controls to a Page............................................................248
Creating Page Definitions ...............................................................................................249
Creating Page Definitions .....................................................................258
Activity 34:
USE
Implementing Scroll Areas and Grids .............................................................................259
Activity 33: Implementing Scroll Areas....................................................................268
Implementing Scroll Areas and Grids ...................................................269
Activity 36:
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Finalizing Page Design and Layout.................................................................................270
Activity 35: Finalizing Page Design and Layout ......................................................275
Building the Course Materials Page......................................................276
Lesson 17
Activity 51:
Activity 52: USE
Deleting Folders in the Portal Registry .................................................381
Working with Folders in the Portal Registry.........................................382
ONLY!
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
Lesson 22
INTERNAL
Importing and Exporting Projects...............................................................................469
Describing How Projects Transport Definitions Between Databases .............................470
Exporting Projects ...........................................................................................................474
Activity 66:
USE
Exporting Projects .................................................................................476
Importing Projects ...........................................................................................................477
Activity 67: Importing Projects .................................................................................479
Lesson 23
Lesson 24
Activity 68: ONLY!
Final Course Activity ....................................................................................................481
Creating a Course Evaluation Application............................................482
FOR
INTERNAL
USE
ONLY!
PeopleTools I
•
FOR
Typographical conventions.
• Visual cues.
Bold
USE
Typographical Convention Description
Indicates PeopleCode function names, method names, language
constructs, and PeopleCode reserved words that must be included
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.
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.
FOR
Important! Example of an important note.
Warnings
INTERNAL
Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
USE
Warning! Example of a warning.
Cross-References
Training guides provide cross-references either under the heading “See Also” or on a
ONLY!
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:
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
Course Overview
Course Objectives
•
FOR
By the end of this course, you will be able to:
Describe PeopleSoft application design and the technology behind this process.
•
INTERNAL
Describe the elements of the PeopleSoft Internet Architecture.
•
USE
Implement the eight steps of application development.
• ONLY!
Perform searches and audits of application data.
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• Organizing Data.
•
Validating Data.
FOR
Implementing the Eight Steps of PeopleSoft Application Development.
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Building the Table.
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Testing the Application.
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Reviewing Application Development.
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Final Course Activity.
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Technology Overview
Objectives
•
FOR
By the end of this lesson, you will be able to describe:
• INTERNAL
Find information about the PeopleSoft Application Designer in PeopleBooks.
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•
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Testing the application
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• Design analysis
• Fit-gap analysis
• Cost analysis
•
Resource analysis
Contingency analysis
FOR
INTERNAL
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•
FOR
Set up user security
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• Verify navigation
• Verify security
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• FOR
Creating Application Engine programs.
• Integrating products.
INTERNAL
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• Creating queries
• FOR
Modifying COBOL programs
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•
FOR
Create page definitions.
• INTERNAL
Set up component navigation.
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• FOR
User Interface design and implementation.
Appendixes.
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Using PeopleSoft
USE
PeopleBook: PeopleSoft Application Designer:
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.
•
FOR
PeopleTools 8.44 PeopleBook: Internet Technology
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USE
PeopleSoft Application Designer and application development using PeopleTools.
PeopleBook
PeopleTools 8.44 PeopleBook:
Description
This PeopleBook describes the fundamental elements of developing
ONLY!
PeopleSoft Application Designer
PeopleTools 8.44 PeopleBook:
Security Administration
applications for PeopleSoft Internet Architecture.
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: This PeopleBook describes PeopleTools internet technology,
Internet Technology including PeopleSoft Internet Architecture (PIA) and PeopleTools
portal technology used for creating and managing portals.
PeopleTools 8.44 PeopleBook: This PeopleBook covers the concepts of PeopleCode, tips for using
PeopleCode Developer's Guide 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 Designer is the primary tool for application development
in a PeopleSoft environment.
•
FOR
You can find information about the PeopleSoft Application Designer in a variety of
PeopleBooks.
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Navigating PeopleSoft
Applications
Objectives
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Navigate PeopleSoft applications.
• Identify definitions.
•
USE
Enter and modify data.
ONLY!
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• A URL
• A valid user ID
FOR
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Student Notes
INTERNAL
Use the homepage to display the navigation area, header, and target area.
USE
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PeopleSoft homepage
See Also
PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portal Homepages
and Pagelets”
• Folders.
• Content references.
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Student Notes
FOR
Use the menu pagelet to navigate using folders and content references.
INTERNAL
USE
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See Also
PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portal Homepages
and Pagelets”
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• PeopleSoft favorites.
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FOR
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Student Notes
INTERNAL
Use the Search page as an alternate means of navigation.
USE
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Search page
See Also
PeopleTools 8.44 PeopleBook: Internet Technology, “Understanding PeopleSoft Portal
Technology ”
1. Sign in.
FOR
See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,”
Activity 1: Using Basic Navigation Tools.
INTERNAL
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•
FOR
Are dynamically built based on several definition properties.
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Student Notes
FOR
Use this page to do a basic search for student information.
INTERNAL
Personal Information
Personal Information
Students, Personal Information
Click the Basic Search link.
Students, Personal Information
ONLY!
Use the basic search page to find the row of data that you need.
• Use the advanced search page to further constrain the rows of data you need.
FOR
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USE
Advanced search page for Student Personal Information
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• Search keys.
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Student Notes
FOR
Use the Record Field properties dialog to select search properties.
Dialog Name
INTERNAL
Record Field Properties
Navigation
File, Open,
Select Record in the Definition field.
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Working with
Records”
PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, “Using Keys and Search
Pages”
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• Are available for use in other search pages that use the same search record.
FOR
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Student Notes
Use the following navigation path to access this page:
Page Name
INTERNAL
Save Search As
Navigation
Students, Personal Information
Click the Save Search Criteria link.
•
USE
Use the Save Search page to save search criteria that is used often.
ONLY!
See Also
PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications, “Using Keys and Search
Pages”
FOR
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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.
FOR
INTERNAL
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Navigation Security
Component
Page 1
FOR Page 2
INTERNAL
Record Record
Field A
Field F
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Field C Field G
Field D Field H
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•
FOR
The pages that you access.
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•
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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.
•
INTERNAL
Level 0 key values are entered once, when a new row is created.
USE
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• Fields on a page hold data that you save to tables in the database.
FOR
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• Edit boxes.
• Check boxes.
•
Radio buttons.
Images. FOR
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Use CTRL + J to see an information page showing the interface’s component definitions.
Page Name
Personal Details
FORNavigation
Instructors, Professional Details
Select an instructor.
USE
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• Save.
• Return to Search.
• Next/Previous in List.
•
Add.
Update/Display.
Show History.
FOR
•
INTERNAL
Correct History.
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USE
Configure these buttons in the component:
Component toolbar
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See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Component
Definitions”
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• Access keys change the cursor focus to a button; you must press Enter to complete
the command.
FOR
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For an online list of hot keys and access keys, press CTRL + K on the keyboard.
USE
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• The component
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Use the following navigation path to access this page:
Page Name
Search page INTERNAL
Personal Details
Navigation
Students, Personal Information
Students, Personal Information
•
USE
Use the search page to add a new value.
ONLY!
• Use the Add button on the Personal Details page to add a new value.
FOR
INTERNAL
USE
Personal Details page
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FOR
Use the following navigation path to access this page:
INTERNAL
Products by Customer
Purchase Order
Customer, Products Purchased
Purchasing, Maintain Purchase Orders
USE
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•
FOR
A text search capability.
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• You link immediately to the appropriate documentation for the page you are viewing
if context sensitive help exists.
FOR
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• PeopleBooks library
• Verity search
• Contents view
•
Index view
USE
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PeopleBooks library
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Review
In this lesson, you learned that
• A search page presents you with options for finding the data that you want.
•
FOR
You add high-level information at level 0 but you insert subordinate data at other
levels.
INTERNAL
application.
Slide 53 _______________________________________________________________________________________________________
Student Notes
USE
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Explaining PeopleSoft
Architecture
Objectives
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Describe PeopleSoft databases.
USE
Slide 55 _______________________________________________________________________________________________________
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ONLY!
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System Catalog
PeopleTools
FOR
INTERNAL
Application Data
USE
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ONLY!
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Slide 57 _______________________________________________________________________________________________________
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INTERNAL
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USE
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•
Designer.
FOR
Are converted to HTML, delivered to browser.
INTERNAL
Slide 58 _______________________________________________________________________________________________________
Student Notes
USE
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FOR
Tables use the naming convention PS_, for example, PS_CUSTOMER_TBL.
Slide 59 _______________________________________________________________________________________________________
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INTERNAL
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USE
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FOR
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USE
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ONLY!
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Slide 61 _______________________________________________________________________________________________________
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FOR
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INTERNAL
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USE
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ONLY!
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• Browsers as clients.
• Web servers.
•
Application servers.
USE
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• Easy access.
• Platform independence.
•
FOR
Simple application maintenance and deployment.
Slide 63 _______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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Database
Server
Browser
System Catalog
HTML 4
FOR PeopleTools
Application Data
Compatible
Browser
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Database
Web Server Server
Browser
System Catalog
HTML
HTML 4
FOR
Web Services
PeopleTools
Application Data
Compatible
Browser
INTERNAL
USE
The HTML connection between the browser and the web server
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Application Database
Web Server Server Server
Browser
HTML 4
FOR
Web Services
Services
PeopleTools
Application Data
Compatible
Browser
INTERNAL
Java Servlets
Jolt
Tuxedo/Jolt
USE
The application server communicates with the web server and the database
Slide 66 _______________________________________________________________________________________________________
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FOR
Slide 67 _______________________________________________________________________________________________________
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INTERNAL
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USE
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•
FOR
User experience is a large factor in its success.
Slide 68 _______________________________________________________________________________________________________
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INTERNAL
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USE
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• Holds the data in the component buffer until you save the component.
FOR
Slide 69 _______________________________________________________________________________________________________
Student Notes
Page Name
INTERNAL
Use this page to insert multiple rows:
Navigation
Purchase Orders Purchasing, Maintain Purchase Orders
USE
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Guidelines for
Designing Pages”
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FOR
See PeopleTools I: Activity Guide, lesson 4, “Explaining PeopleSoft Architecture,”
Activity 6: Explaining Data Transfer in PeopleSoft Internet Architecture.
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FOR
Slide 71 _______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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Development
System (2-Tier)
HTML
Development
HTML
FOR
System (3-Tier)
SQL
INTERNAL
System Catalog
Application Data
ONLY!
Java Servlets
Jolt
Tuxedo/Jolt Database
Server
Slide 72 _______________________________________________________________________________________________________
Student Notes
This table contrasts two-tier and three-tier connections:
FOR
INTERNAL
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FOR SQL
Browser
INTERNAL
Web Server Tuxedo
Application
Server
Database
Server
System Catalog
USE
HTML PeopleSoft SQL
Web Services
Services
PeopleTools
HTML 4
Application Data
ONLY!
Compatible
Browser
Java Servlets Tuxedo/Jolt
Jolt
Slide 73 _______________________________________________________________________________________________________
Student Notes
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Slide 74 _______________________________________________________________________________________________________
Student Notes
FOR
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INTERNAL
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USE
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Review
In this lesson, you learned that:
• 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.
•
FOR
Development environments require either a direct ODBC connection or an
application server connection to the database.
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Organizing Data
Objectives
• Normalize data.
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Read data models.
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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:
FOR
Slide 78 _______________________________________________________________________________________________________
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INTERNAL
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USE
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• Maximize flexibility.
FOR
Slide 80 _______________________________________________________________________________________________________
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INTERNAL
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USE
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Student Notes
INTERNAL
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USE
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ONLY!
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FOR
Slide 82 _______________________________________________________________________________________________________
Student Notes
Parent/Child
INTERNAL
This table defines common terms that are used in relational databases:
Prompts
USE they share the same high-level key with the parent and
include at least one additional key.
The key from the prompt table is stored in the prompting
table. This is a form of data validation. In other databases,
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• Search key
• Prompt table
•
Parent table.
Child table
FOR
INTERNAL
Slide 83 _______________________________________________________________________________________________________
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USE
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T1_CUST_TBL (Prompt)
Key
CUSTOMER_ID DESCR DESCR_SHORT
CONS Consulting Services Cons Srvs
LSL LoneStar Longhorn Cattle Co. LoneStar
PSU_STUDENT_TBL (Parent) XYZ XYZ Corporation XYZ
Key
2003
XYZ
Bechingham,Carol CONS
FOR
STUDENT_ID STUDENT_NAME CUSTOMER_ID EMPHASIS
2001 Larsen,Mark D F
T
INTERNAL
2020 Carson,Kitty LSL T
PSU_STUDENT_EXP (Child)
Key Key
STUDENT_ID SKILL PROFICIENCY
2001 CSA M
2001
2001
2001
2001
DBD
DUP
PT
SQL
USE M
H
H
M
Key
2001 AAS
Key (Duplicate)
STUDENT_ID DEGREE SCHOOL_CODE MAJOR
NC0001 Business Management
2001 MBA MA1000 Business Administration
Slide 84 _______________________________________________________________________________________________________
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Slide 85 _______________________________________________________________________________________________________
Student Notes
FOR
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INTERNAL
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USE
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• A physical model is more detailed and includes table names, key structure, and
column names.
FOR
Slide 86 _______________________________________________________________________________________________________
Student Notes
INTERNAL
You can find data models on Customer Connection at www.peoplesoft.com.
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USE
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PSU_STUDENT_EXP
T1_CUST_TBL PSU_STUDENT_TBL
STUDENT_ID
CUSTOMER_ID STUDENT_ID SKILL
DESCR STUDENT_NAME PROFICEINCY
DESCRSHORT CUSTOMER_ID DATE_LAST_MAINT
CUSTOMER_TYPE EMPHASIS
PHONE SAME_ADDR_CUSTOMER
PSU_ADDRESS_SBR
CONTRACT_DT
TRAINING_UNITS
DESCRLONG
FOR PSU_ADDRESS_SBR
PHONE
PROJECT_ROLE
PSU_STUDENT_ED
STUDENT_ID
DEGREE
SCHOOL_CODE
INTERNAL MAJOR
GPA
GRADUATE_INDICATOR
USE
Slide 87 _______________________________________________________________________________________________________
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INTERNAL
Slide 88 _______________________________________________________________________________________________________
Student Notes
USE
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ONLY!
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PSU_STUDENT_TBL PSU_STUDENT_ED
STUDENT_ID STUDENT_ID
STUDENT_NAME DEGREE
CUSTOMER_ID SCHOOL_CODE
EMPHASIS MAJOR
SAME_ADDR_CUSTOMER
FOR
GPA
PSU_ADDRESS_SBR GRADUATE_INDICATOR
PHONE
PROJECT_ROLE
INTERNAL
Slide 89 _______________________________________________________________________________________________________
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USE
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Slide 90 _______________________________________________________________________________________________________
Student Notes
FOR
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INTERNAL
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USE
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ONLY!
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Review
In this lesson, you learned that:
• A relational data model is a diagram that describes how tables in an application are
related.
Student Notes
INTERNAL
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Notes
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FOR
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INTERNAL
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USE
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ONLY!
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Validating Data
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Compare validation types.
USE
Slide 93 _______________________________________________________________________________________________________
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T1_CRS_SESSN
T1_COURSE
T1_SESSN_NBR
BUSINESS_UNIT
PSU_INSTR_TBL
INSTRUCTOR
EFFDT
EFF_STATUS
FOR T1_START_DT
END_DT
T1_MAX_ENROLL
INSTRUCTOR
TRAINING_LOC
T1_CLASSROOM
DESCR
LAST_NAME
FIRST_NAME
INTERNAL
BUSINESS_UNIT
CURR_DEV_FLAG
COURSE_TYPE
FACILITY
PSIMAGEVER
PHOTO USE
Prompt table with values for the Instructor field
ONLY!
Slide 94 _______________________________________________________________________________________________________
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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Slide 95 _______________________________________________________________________________________________________
Student Notes
FOR
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INTERNAL
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USE
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Slide 96 _______________________________________________________________________________________________________
Student Notes
FOR
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.
INTERNAL
Example 1: If Bryan Lake were promoted to senior clerk, would there be a record of his
being a clerk?
EMPLID (Key)
1724
USE NAME
Lake,Bryan
TITLE
Clerk
WAGE
10.50
ONLY!
Example 2: If Syndee Edmonds were to take a leave of absence (become an inactive
employee), how will it be recorded?
Example 3: If the product’s price changes at midnight, with the following table structure
you can’t make this happen.
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EMPLOYEE PRODUCT
EMPLID (key) PRODID(key)
EFFDT (key) EFFDT (key)
EFF_STATUS EFF_STATUS
NAME DESCR
TITLE
WAGE FOR COST
RETAIL
Slide 97 _______________________________________________________________________________________________________
EMPLID (Key)
USE
Notice the EFFDT field in the Employee table:
1724 ONLY!
08/15/2002
05/11/2002
A
A
Lake,Bryan
Lake,Bryan
Clerk, Sr.
Clerk
12.00
10.50
• Future
• Current
• History
FOR
Slide 98 _______________________________________________________________________________________________________
Student Notes
This table defines terms that are used in effective dating:
Future
Current
INTERNAL
The effective date is greater than the current system date.
The effective date is the closest to today, but is not in the future.
History
USE The effective date is less than the current effective date.
ONLY!
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• Add
• Update/Display
• Include History
• Correct History
FOR
Slide 99 _______________________________________________________________________________________________________
Student Notes
• INTERNAL
As you do with any other table, you use Add to create a new search key value:
•
ONLY!
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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FOR
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INTERNAL
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USE
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Student Notes
INTERNAL
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USE
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ONLY!
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• When you insert a new row, data for all fields is copied from the current row.
•
FOR
When prompting to tables that are effective dated, only current, active values are
available.
USE
______________________________________________________________________
ONLY!
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Effective date
FOR
Effective date
Effective date
Rows categorized against the system date;
current, active rows retrievable
Rows categorized by effective date; current,
active rows retrievable
INTERNAL
Effective date No effective date All rows retrievable; displays the first 300
rows
Slide 102 ______________________________________________________________________________________________________
Student Notes
USE
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FOR
INTERNAL
USE
MGR field prompting to the EMPLID field
Student Notes
ONLY!
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FOR
Slide 104 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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Student Notes
FOR
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INTERNAL
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USE
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FOR
Users can access from any field configured to prompt.
Users are taken to a search page to select a value.
Users can maintain values.
Values are tied to a specific field.
Users see a list of descriptions or radio buttons.
Developers maintain values.
Slide 106 ______________________________________________________________________________________________________
Page Name
Personal Details
USE Navigation
Students, Personal Information
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Record
Definitions”
INTERNAL
Data structure
security access; users can maintain
values.
Use when more than a description
field definition.
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 6, “Validating Data,” Activity 10: Viewing and
Entering Prompt Values.
Student Notes
FOR
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INTERNAL
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USE
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ONLY!
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• Business Unit
• SetID
Student Notes
FOR
In HCM applications, you will find these fields in many tables, although Business Unit is
not necessarily a high-level key.
INTERNAL
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USE
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ONLY!
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Location Prompt
(USA)
Atlanta
Boston
New York
FORSan Francisco
Atlanta
Boston
Copenhagen Location
Mexico City Prompt
INTERNAL
Location Prompt
(International)
Copenhagen
New York
Paris
San Francisco
Tokyo
Table
ONLY!
Slide 110 ______________________________________________________________________________________________________
Student Notes
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• Effective-dated tables
• FOR
Translate table prompts
Yes/No edits
INTERNAL
See PeopleTools I: Activity Guide, lesson 6, “Validating Data,” Activity 11: Determining
Validation Strategies.
______________________________________________________________________
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Review
In this lesson, you learned that:
• 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.
•
FOR
Tableset sharing allows you to use business rules to constrain data that a user can
access.
USE
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ONLY!
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______________________________________________________________________
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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Objectives
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Describe the PeopleSoft application development process.
USE
Slide 114 ______________________________________________________________________________________________________
Student Notes
ONLY!
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Test Plan
Test Design
Application Application
FOR
Register
INTERNAL
Define
Components Fields
Define
Components Define
Records
USE
User Interface Define
Pages
Build
Tables
Data Design
ONLY!
Application development phases
Student Notes
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FOR
Slide 116 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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ONLY!
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PeopleTools
FOR 4. Build the SQL Table
INTERNAL
Database Server
6. Define the Component
USE 7.
8.
Register Component
ONLY!
Tables affected by each development step
Student Notes
______________________________________________________________________
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Development Database
Workstation
System Catalog
Build
FOR
Definitions
PeopleTools
Application Data
Tables
INTERNAL
PeopleTools tables
ONLY!
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______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
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FOR
Slide 120 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
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ONLY!
______________________________________________________________________
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• Coordinate the work of several developers who are working on the same application.
•
FOR
Simplify access to definitions during development.
Streamline the migration of definitions from one database to another during the
INTERNAL
upgrade process.
Student Notes
USE
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ONLY!
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• Select Insert, Current Definition into Project if the definition is open and active.
FOR
Press CTRL+F7 to insert a definition that is not open.
Student Notes
INTERNAL
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USE
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ONLY!
______________________________________________________________________
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Student Notes
Use the following navigation path in the Application Designer to access this page:
• USE
Use the Options dialog box to set project preferences:
ONLY!
• Use the Options dialog box to set project spell checking preferences:
FOR
INTERNAL
USE
Options dialog box
See Also
ONLY!
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Working with
Projects”
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FOR
Slide 124 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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ONLY!
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FOR
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.
INTERNAL
Slide 125 ______________________________________________________________________________________________________
Student Notes
USE
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ONLY!
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Review
In this lesson, you learned that:
• 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.
FOR
Slide 126 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Determine technical specifications.
USE
Slide 128 ______________________________________________________________________________________________________
Student Notes
ONLY!
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Test Plan
FOR
Test Design
Application Application
INTERNAL Register
Components
Define
Fields
USE
Define
Components Define
Records
User Interface Define Build Data Design
Pages Tables
ONLY!
The relative importance of the design phase
Student Notes
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• Resource allocation.
• Cost constraints.
• Time.
FOR
Contingency planning.
Student Notes
INTERNAL
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USE
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ONLY!
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See PeopleTools I: Activity Guide, lesson 8, “Designing the Application,” Activity 14:
Choosing Design Participants.
Student Notes
FOR
______________________________________________________________________
INTERNAL
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USE
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ONLY!
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• Well planned.
• Sufficiently detailed with regard to table relationships, functional design, and so on.
FOR
Slide 132 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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• Course code.
• Course description.
•
Course length.
FOR
Number of training units.
PeopleTools version.
•
INTERNAL
Application version.
•
USE
On-site status.
Student Notes
ONLY!
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 8, “Designing the Application,” Activity 15:
Creating Functional Specifications.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
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USE
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ONLY!
______________________________________________________________________
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• Field definitions.
• Record definitions.
Student Notes
FOR
These specifications identify the field definitions:
EFF_STATUS
DESCR
USE Char
Char
1
30
Status as of Effective
Date / Status
Course Title / Title
Upper
Mixed
Y
N
Y
ONLY!
COURSE_TYPE Char 4 Course Type / Type Upper Y Y
T1_LENGTH_DAYS Num 2.1 Length (Days) / N/A N N
Length
T1_UNITS Num 2.1 Training Units / Units N/A N N
T1_ONSITE Char 1 Available at Upper N N
Customer Site / On
Site
INSTRUCTOR Char 4 Curriculum Upper N Y
Developer / CD
T1_APP_REL Char 4 Application Release / Upper Y N
App Release
T1_TOOLS_REL Char 4 PeopleTools Release / Upper Y N
Tools Release
FOR
INTERNAL
USE
ONLY!
Course Details page
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
FOR
INTERNAL
USE
ONLY!
Student Notes
FOR
______________________________________________________________________
INTERNAL
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USE
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ONLY!
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FOR
Slide 137 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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ONLY!
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• Course Databases.
• Course Evaluation.
FOR
Slide 138 ______________________________________________________________________________________________________
Student Notes
INTERNAL
This table provides a project plan for the remainder of the course:
USE
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
Enrollment
ONLY!
Course Sessions and Course Allows courses to be scheduled
into sessions on various dates and
at various facilities, and allows
students to be enrolled in these
Day 4
______________________________________________________________________
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Review
In this lesson, you learned that:
• Creating the functional specifications begins the process of defining the capability of
the application.
•
FOR
The training application that you build will allow you to track students and the
courses they take.
USE
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ONLY!
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Defining Fields
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Create field definitions.
USE
Slide 141 ______________________________________________________________________________________________________
Student Notes
ONLY!
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Test Plan
FORTest
Application
Design
Application
INTERNAL Register
Components Define
Fields
USE
User Interface
Define
Components
Define Build
Define
Records
Data Design
Pages Tables
ONLY!
Define field step of application development
Student Notes
______________________________________________________________________
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______________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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CUSTOMER_ID
Field Definition
FOR
CUSTOMER_ID DESCR DESCR_SHORT
CONS Consulting Services Cons Srvs
LSL LoneStar Longhorn Cattle Co. LoneStar
XYZ XYZ Corporation XYZ
INTERNALSTUDENT_ID
2001
2003
STUDENT_NAME
Larsen,Mark D
Bechingham,Carol
CUSTOMER_ID
XYZ
CONS
EMPHASIS
F
T
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• Char (character).
• Nbr (number).
• Dt (date). FOR
Sign (signed number).
USE
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ONLY!
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• Tm (time).
• DtTm (datetime).
• Img (image).
USE
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ONLY!
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• Name.
• Type.
• Length.
•
Label options.
USE
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ONLY!
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Student Notes
In the PeopleSoft Application Designer, use the following navigation paths to access
these definitions:
Definition Name
FOR
INSTRUCTOR (character field)
Navigation
File, Open
INTERNAL
COMMENTS (long character field)
Select Field from the Definition drop-down list box
File, Open
Select Field from the Definition drop-down list box
USE
ADD_DT (date field)
ONLY!
An example of a character field type is the INSTRUCTOR field:
FOR
INTERNAL
A character field type USE
ONLY!
An example of a long character field type is the COMMENTS field:
FOR
INTERNAL
A date field type USE
ONLY!
An example of a number field type is the ACTIONS field:
• EFFDT
• EFF_STATUS
• DESCR
• DATE
FOR
Slide 149 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 16: Examining
Field Definitions.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
2. Select Field from the list in the New Definition dialog box, and click the OK button.
4. Configure the properties that are appropriate for the field type.
FOR
5. Enter a label ID, a long name, and a short name.
INTERNAL
7. Enter a unique name.
USE
Slide 152 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 17: Creating
Field Definitions for the Course Application.
FOR
Slide 153 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• 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.
FOR
Slide 155 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• EFF_STATUS
• COURSE_TYPE
• T1_APP_REL
• T1_TOOLS_REL
FOR
Slide 156 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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
EFF_STATUS
USE Values
A
I
Long Name
Active
Inactive
Short Name
Active
Inactive
COURSE_TYPE D Distribution Distrib
ONLY! E
F
H
Enterprise Performance Mgmt
Financials
Human Resources
EPM
Financials
HRMS
M Manufacturing Manuf
S Student Administration Stud Admin
T Technical Tech
V Customer Relationship Mgmt CRM
X Multiple Multi
FOR
5. Enter the name, effective date, long name, and short name.
INTERNAL
7. Save the field.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 18: Creating
Translate Values.
FOR
Slide 158 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 9, “Defining Fields,” Activity 19: Creating
Field Definitions.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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
• FOR
provide a unique name.
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Configure record definition properties.
•
USE
Configure record field edits properties.
ONLY!
Slide 162 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Test Plan
Test Design
FOR
Application Application
INTERNAL Register
Components
Define
Define
Fields
Define
USE
Components
Records
User Interface Define Build Data Design
Pages Tables
ONLY!
Defining records in the data design phase of application development
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
INTERNAL
USE
Data design phase of application development
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
The record definition as a whole
Student Notes
INTERNAL
Use the following navigation path to access this definition in the PeopleSoft Application
Designer:
USE
Definition Name Navigation
PSU_STUDENT_TBL File, Open
Select Record from the Definition drop-down list box.
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• You can also use the View menu to see different record displays.
Student Notes
FOR
You can use the display buttons to access a summary of record field properties:
INTERNAL
Display buttons for a record definition
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• 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.
FOR
The PeopleCode Display view shows which fields in the record definition have
PeopleCode associated with them.
INTERNAL
Slide 167 ______________________________________________________________________________________________________
Student Notes
definition.
USE
Field display values are global attributes. Other display properties are local to the record
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 20:
Accessing Record Definitions Displays.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
You can view field definition properties by right-clicking the record field and then
selecting View Definition from the pop-up menu:
INTERNAL
USE
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Documentation
• Record relationships
• Audit information
FOR
Auto update information
Student Notes
INTERNAL
Use the following navigation path to access this page:
USE
Record Properties File, Open
Select Record from the drop-down list box.
•
ONLY!
Select the General tab in the Record Properties dialog box to view general record
properties:
FOR
INTERNAL
USE
ONLY!
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:
FOR
INTERNAL
USE
ONLY!
Use tab in the Record Properties dialog box
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 21:
Examining Record Definition Properties.
FOR
Slide 171 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• 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.
FOR
Key fields are followed by duplicate order keys, in order of importance, then by
fields that are not keys.
•
INTERNAL
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.
USE
Slide 172 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Key fields precede non-key fields in a record definition.
Definition Name
PSU_STUDENT_TBL
FORNavigation
File, Open,
Select Record from the Definition drop down list box.
INTERNAL
USE
ONLY!
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Key.
• Search key.
•
FOR
Alternate search key.
Student Notes
INTERNAL
You have many options to choose for key structure:
USE
ONLY!
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.
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Record
Definitions”
Student Notes
FOR
Notice the search properties of the PSU_STUDENT_TBL record definition:
INTERNAL
USE
ONLY!
The Use view showing search options
FOR
INTERNAL
USE
ONLY!
Personal Information search page
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• 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.
• FOR
Configure each record field with the appropriate label ID.
USE
ONLY!
Record Field label ID drop-down list box
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Any fields that appear as radio buttons (normally translate edit fields).
•
FOR
Effective status fields, normally as active (A).
INTERNAL
Slide 177 ______________________________________________________________________________________________________
Student Notes
USE
Use the Default Value dialog box to enter a default associated with the field:
ONLY!
Default Value dialog box
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the Default Page Control drop-down list box to select a page control to be displayed
FOR
when this field is placed on a page definition:
INTERNAL
USE
Default Page Control drop-down list box
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 22:
Configuring Record Field Use Properties.
INTERNAL
Slide 180 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
•
FOR
Selecting a Prompt table edit.
INTERNAL
Slide 181 ______________________________________________________________________________________________________
Student Notes
USE
The Edits view shows an overview of the record field edits properties for fields in the
record definition:
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Key fields.
• Radio buttons.
• Check boxes.
FOR
Slide 182 ______________________________________________________________________________________________________
Student Notes
INTERNAL
Use the Edits tab to determine various types of validation:
USE
Definition Name Navigation
CURR_DEV_FLAG File, Open
Select Record from the Definition field.
Double click the field.
Edits properties
Student Notes
FOR
Use the Edit Type drop-down list box to select a table validation:
INTERNAL
USE
ONLY!
Edit Type drop-down list box
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 184 ______________________________________________________________________________________________________
Student Notes
INTERNAL
The PSU_STUDENT_TBL record definition shows three of the four edit types:
USE
ONLY!
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
Use the Prompt Table drop-down list box to select a table validation:
INTERNAL
USE
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
5. Examine Prompt table edits.
See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 23:
INTERNAL
Examining Record Field Edits Properties.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
This table shows the specifications for the T1_COURSE_TBL record definition:
Name
T1_COURSE
EFFDT
FOR
Key
Key
Key
Srch
Y
-
List
Y
-
Req
Y
Y
Edit
-
-
Prompt Table
-
-
Default
-
%Date
EFF_STATUS
DESCR INTERNAL
COURSE_TYPE
-
Alt
-
-
-
-
-
Y
-
-
Y
Y
XLAT
-
XLAT
-
-
-
A
-
V
T1_UNITS
T1_ONSITE
USE
T1_LENGTH_DAYS
-
-
-
-
-
-
-
-
-
-
-
Y
-
-
Y/N
-
-
-
-
-
Y
ONLY!
INSTRUCTOR - - - - Prompt PSU_INSTR_TBL -
T1_APP_REL - - - Y XLAT - 8.80
T1_TOOLS_REL - - - Y XLAT - 8.40
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 188 ______________________________________________________________________________________________________
Student Notes
INTERNAL
See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Record
Definitions,” Naming Record Definitions
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 10, “Creating Record Definitions,” Activity 24:
FOR
Creating a Record Definition.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 10, "Creating Record Definitions," Activity 25:
Creating the T1_COURSE_MATRL Record Definition.
INTERNAL
Slide 191 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• Record definitions are collections of field definitions that serve as templates for the
SQL table.
• Record properties include record relationships, audits, and set control properties.
•
FOR
Record field use properties include key structure, default values, and search
properties.
• Record field edits properties include require fields and table edits.
•
INTERNAL
Creating new record definitions requires you to set record, record field use, and
record field edits properties.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
Describe the relationship between record definitions and application data tables.
• INTERNAL
View table indexes.
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Test Plan
FOR Test
Application
Design
Application
INTERNAL Register
Components
Define
Fields
USE
User Interface
Define
Components
Define
Build
Define
Records
Data Design
Pages
ONLY! Tables
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
INTERNAL
USE
The three types of tables in a PeopleSoft database
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Update System
Catalog
with New
System Table
Catalog
People
Tools
FOR
Information
Record
Definition
Specifications
Build
Process
Data
INTERNAL
Application
PS_<RecDefnName>
Table
USE
The build process in relationship to the three types of tables in a PeopleSoft database
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 11, "Building SQL Tables,” Activity 26:
Analyzing PeopleSoft Tables.
INTERNAL
Slide 198 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
INTERNAL
Designates
fields as NOT
NULL.
Field length
Numeric fields
Character fields
Column length
Value = 0 or default from record definition
Value = blank space or default from record
Required fields regardless of data definition
USE
Create indexes
type
Key fields
Alternate search key fields
1 per table
1 per alternate search key field
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
y SYSCOLUMNS
Mark Fileds Not Null
Numerics - 0
People Tools Tables
Character Fields - blank
y PSRECDEFN
Reg'd fields - default value from rec defn
INTERNAL
y PSPNLDEFN
Create Indexes
Key(s)
Application Data Tables
Alternate Search Key(s)
y PS_STUDENT_DATA
Custom Index(es)
y PS_CUSTOMER_TBL
USE
ONLY!
The SQL create table process
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
5. Click the Build button.
INTERNAL
Slide 201 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Build options
• Build settings
FOR
Slide 202 ______________________________________________________________________________________________________
Student Notes
Use the Build dialog box to create the SQL table from the record definition:
Build
INTERNAL
Dialog Box Name Navigation
Build, Current Definition
USE
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Building SQL Tables
and Views”
• Create
• Logging
• Scripts
FOR
Slide 203 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
The log file displays in the output window:
INTERNAL
Log file USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
To verify the table, execute the following queries:
FOR
SELECT * FROM PS_T1_COURSE_TBL
sp_help PS_T1_COURSE_TBL
INTERNAL
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.
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
5. Verify the presence of a table.
See PeopleTools I: Activity Guide, lesson 11, “Building SQL Tables,” Activity 27:
INTERNAL
Building Application Data Tables.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
index definition
FOR
Any field specified in a custom
n is a number 0 to 9
PSxRecname
x is a letter A to M
One per custom index definition
INTERNAL
Slide 207 ______________________________________________________________________________________________________
Student Notes
Note these examples of indexes:
•
USE
PS_T1_COURSE_TBL is a key index.
•
ONLY!
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
To view an index, execute the following query:
FOR
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.
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 11, “Building SQL Tables,” Activity 28:
Viewing Indexes in a Table.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 11, "Building SQL Tables,” Activity 29:
Building the PS_T1_COURSE_MATRL Table.
FOR
Slide 210 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
•
FOR
You build table indexes automatically when you build the table.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Add page controls to a page.
•
USE
Implement scroll areas and grids.
ONLY!
Slide 213 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Test Plan
FOR Test
Application
Design
Application
INTERNAL Register
Components
Define
Fields
USE
User Interface
Define
Components
Define Build
Tables
Define
Records
Data Design
Pages
ONLY!
Page definition as part of the user interface phase of application development
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• You can build pages with a maximum of four levels, all related in a one-to-many
relationship.
Student Notes
FOR
This diagram shows a page with three levels:
INTERNAL
Label: NNNNNNNNNNNNNNNNNNNNNNNN 0
USE
Label: NNNNNNNNNNNNNNNNNNNNNNNN
ONLY!
Label: NNNNNNNNNNNNNNNNNNNNNNNN
3
Label: Label:
Label:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
The PeopleSoft Products page shows level 0 only.
FOR
INTERNAL
USE
Page with a level 0 only
See Also
ONLY!
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Two tables.
Student Notes
FOR
The Products Transportation page contains a level 0 and a level 1 where both levels are
associated with the same table:
INTERNAL
USE
ONLY!
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
PSU_TRNSPT_TBL
Write data to
FOR Level 0
INTERNAL Level 1
USE
Slide 218 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
The Products by Customer page contains a level 0 and a level 1. Each level is associated
with a different table:
FOR
INTERNAL
USE
ONLY!
Page with a level 0 and a level 1 that write to different tables
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Search Record
INTERNAL Level 1
T1_CUST_PROD
ONLY!
Slide 220 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the following navigation path to access this page:
Page Name
Products by Customer
FORNavigation
Customers, Product Information
•
INTERNAL
Notice the product code.
USE
PeopleSoft Product field without related field
ONLY!
PeopleSoft Product field with related field
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the Page Properties dialog box to set the page type and size:
INTERNAL
USE
ONLY!
• 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.
•
FOR
Use the General tab to specify a name for the page that can be referenced by
PeopleCode.
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Other display options.
Student Notes
INTERNAL
Use the Edit Box Properties dialog box to set a variety of configuration options:
USE
Edit Box Properties Edit, Page Field Properties
Click the Record tab.
ONLY!
FOR
INTERNAL
USE
ONLY!
Edit Box Properties dialog box
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Label type.
• Label text.
• Label alignment.
•
Label position.
FOR
Other display options.
ONLY!
FOR
INTERNAL
USE
ONLY!
Edit Box Properties dialog box
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• FOR
Set the display only appearance.
ONLY!
FOR
INTERNAL
USE
ONLY!
Edit Box Properties dialog box
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Give the page control a name so that you can access it through PeopleCode.
Student Notes
FOR
Use the Edit Box Properties dialog box to set a variety of configuration options:
INTERNAL
Edit Box Properties Edit, Page Field Properties
Click the General tab.
USE
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the Drop-Down List Box Properties dialog box to set a variety of configuration
options:
INTERNAL
USE
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
• Choose a label.
Student Notes
FOR
Use the Radio Button Properties dialog box to set a variety of configuration options:
INTERNAL
Dialog Box Name
Radio Button Properties
Navigation
Edit, Page Field Properties
Click the Record tab.
USE
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the Check Box Properties dialog box to set a variety of configuration options:
INTERNAL
USE
ONLY!
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).
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Page
Definitions”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• FOR
Observe the page field properties of radio buttons.
See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 30:
INTERNAL
Identifying Page and Page Control Properties.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• A toolbar button.
• A menu command.
• A hot key.
FOR
Slide 232 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
2. Move the cursor to the desired location inside the blank page.
FOR
Slide 233 ______________________________________________________________________________________________________
Student Notes
• INTERNAL
The three types of controls are:
Aesthetic controls.
• USE
Data processing controls.
Note. To add other page controls, select the desired control from the Insert menu.
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
3. Select each tab, and set the appropriate properties based on the specifications.
FOR
Slide 234 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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.
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
The Student Personal Data (PSU_STUDENT_PERS) page shows this related field:
FOR
INTERNAL
The Customer field and its related field, Description
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
PSU_STUDENT_TBL.CUSTOMER PSU_CUST_TBL.DESCR
FOR
INTERNAL
Step 1
USE
Two parts of a related field
ONLY! Step 2
Student Notes
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 237 ______________________________________________________________________________________________________
Student Notes
INTERNAL
Configure the Display Control Field on the Use tab:
USE
ONLY!
Page field use properties for a display control field
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
5. Select the appropriate related control field from the drop-down list box.
INTERNAL
Slide 238 ______________________________________________________________________________________________________
Student Notes
USE
Configure the related field check box on the Use tab:
ONLY!
Page field use properties for a related field controlled by the Curriculum Developer field
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Notice the frame and group box in this illustration:
FOR
INTERNAL
USE
A page definition with aesthetic page controls in place
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
•
FOR
Set check box properties.
INTERNAL
See PeopleTools I: Activity Guide, “Creating Page Definitions,” Activity 31: Adding
Page Controls to a Page.
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
•
FOR
Set page field properties.
•
INTERNAL
Set up radio buttons.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
The Course page will look like this screen shot:
FOR
INTERNAL
USE
ONLY!
The completed Course page
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Drag the record icon onto the page:
FOR
INTERNAL
USE
ONLY!
FOR
INTERNAL
USE
New page definition after you drag the record definition to the page
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
Student Notes
Notice the position of the labels:
FOR
INTERNAL
USE
ONLY!
Page showing correct labels in appropriate positions
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
T1_COURSE_TBL PSU_INSTR_TBL
COURSE INSTRUCTOR
EFFDT EFFDT
EFF_STATUS EFF_STATUS
DESCR DESCR
FOR
COURSE_TYPE BUSINESS_UNIT
LENGTH_DAYS LAST_NAME
TRAINING_UNITS FIRST_NAME
ONSITE CURR_DEV_FLAG
INSTRUCTOR COURSE_TYPE
APP_REL FACILITY
INTERNAL
TOOLS_REL PSIMAGEVER
PHOTO
USE
Slide 246 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Notice the two related fields:
FOR
Curriculum Developer field with two related fields
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Surround the radio buttons with a group box:
FOR
INTERNAL
Radio buttons in a group box
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• FOR
Set up radio buttons.
See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 32:
INTERNAL
Building Pages.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 250 ______________________________________________________________________________________________________
Student Notes
INTERNAL
The Customer Table page has a level 0 only:
USE
ONLY!
The Products by Customer page has a scroll area that divides the page into a level 0 and a
level 1:
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Notice that the scroll area surrounds a group of fields:
FOR
INTERNAL
USE
ONLY!
Page showing a scroll area
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 252 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
The Education scroll area shows multiple rows of data.
INTERNAL
USE
ONLY!
An example of a scroll area showing two rows of data
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
A grid shows multiple rows of data:
FOR
INTERNAL
USE
An example of a grid with multiple rows of data
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Drag a field from the appropriate record into the grid:
FOR
INTERNAL
USE
ONLY!
Dragging a field into a grid
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
A scroll area has General, Label and Use properties:
FOR
INTERNAL
USE
ONLY!
Scroll Area Properties dialog box
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
Use the Order tab to verify processing order of the page:
INTERNAL
USE
ONLY!
The Order tab
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 33:
Implementing Scroll Areas.
FOR
Slide 258 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Create a grid.
FOR
See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 34:
Implementing Grids and Scroll Areas.
INTERNAL
Slide 259 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Alignment tools.
•
FOR
Page preview feature.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
The page control inspector makes it easier to align page controls:
FOR
INTERNAL
USE
ONLY!
Page control inspector
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Use the alignment tools.
See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 35:
Adding Final Touches.
INTERNAL
Slide 265 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Verify the page order.
See PeopleTools I: Activity Guide, lesson 12, “Creating Page Definitions,” Activity 36:
Building the Course Materials Page.
INTERNAL
Slide 266 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
•
FOR
You build pages based on record definitions.
Grids and scroll areas control data that is associated with a higher level key.
•
INTERNAL
You can fine-tune page appearance with alignment tools, an HTML compiler, or a
definition inspector.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Defining Components
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Define Internet options for the component.
USE
Slide 269 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Test Plan
Test Design
Application Application
FOR
Register
INTERNAL
Define
Components Fields
Define Define
Components Records
USE
User Interface Define
Pages
Build
Tables
Data Design
ONLY!
Component definition as part of the user interface phase of application development
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Relationship between component definitions, navigation, and security
INTERNAL
Slide 272 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Primary record.
• Search record.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the following navigation path to access this search page:
Page Name
FOR
General Information (search
page)
Navigation
Customers, General Information
•
INTERNAL
The search page retrieves information from the PS_T1_CUST_TBL table:
USE
ONLY!
• The primary page for the Customer Table page is also the T1_CUST_TBL:
FOR
INTERNAL
USE
Customer Table page
See Also
Definitions”
ONLY!
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Component
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the following navigation path to access this page:
Page Name
Products Purchased (search
page)
FOR
Navigation
Customers, Products Purchased
•
INTERNAL
The Products Purchased search page searches customers, which are stored in the
• USE
customer (T1_CUST_TBL) table.
ONLY!
See Also
PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Component
Definitions”
• 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.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
T1_CUST_TBL
Read key from
Search Record
FOR Level 0
Level 1
Write data to
INTERNAL T1_CUST_PROD
USE
Flow of information from search record to primary record
Primary Record
ONLY!
Slide 277 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• 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.
FOR
Slide 278 ______________________________________________________________________________________________________
Student Notes
INTERNAL
Use the following navigation path to access this definition:
•
ONLY!
Notice the action options in the component.
Actions
Note. Notice that the action buttons on the page display different text than is seen in the
component.
Include History
FOR
Update/Display
Update/Display All
Enables viewing of data at all levels and inserting
of new rows at levels below zero.
Enables viewing of current and history rows. You
can insert new rows if the effective date of new
INTERNAL
Correct History Correction
rows is later than that of the current row. You can
insert and update future rows. Used on effective-
dated records only.
Enables editing of data for all rows. Used on
USE
effective-dated records only
Slide 279 ______________________________________________________________________________________________________
Student Notes
ONLY!
Note. Remember that you grant all possible actions. You will restrict actions later
through security features.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 13 “Creating Page Definitions,” Activity 37:
Identifying Component Definition Basics.
FOR
Slide 280 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• 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.
FOR
Slide 283 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
You must configure the search record and the actions for a component:
FOR
INTERNAL
USE
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Toolbar selections.
FOR
Slide 285 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
Notice the folder tabs at the top of the page and the links at the bottom of the page:
INTERNAL
USE
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Toolbar options.
• Pagebar options.
FOR
Slide 288 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
INTERNAL
Default search mode
Default search action
Correction
Advanced
Update/Display
Toolbar buttons
USE Save
Return to List
Next in List
Previous in List
Add
Update/Display
Update/Display All
Correction
ONLY!
Slide 289 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
3. Drag the desired page from the project workspace into the component.
FOR
4. Double-click in the Item Label field.
INTERNAL
Slide 290 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
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ONLY!
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 13, “Defining Components,” Activity 38:
Building a Component Definition.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Set component internet properties.
See PeopleTools I: Activity Guide, lesson 13, “Defining Components,” Activity 39:
Building the T1_COURSE_MATL Component.
INTERNAL
Slide 294 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
FOR
You can build a component by dragging pages from the project workspace and
setting use and internet properties.
INTERNAL
Slide 295 ______________________________________________________________________________________________________
Student Notes
USE
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ONLY!
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Registering Components
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Identify elements of PeopleSoft security.
•
USE
Plan component registration.
Register a component.
ONLY!
Slide 297 ______________________________________________________________________________________________________
Student Notes
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Test Plan
Test Design
FOR
Application Application
INTERNAL
Register
Components
Define
Define
Fields
Define
USE
User Interface
Components
Define
Pages
Build
Tables
Records
Data Design
ONLY!
Registering components in the user interface phase of application development
Student Notes
______________________________________________________________________
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______________________________________________________________________
FOR
Slide 299 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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______________________________________________________________________
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FOR
Slide 300 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
3. Drag the component definition to the empty spot at the bottom of the menu item list.
FOR
4. Save the menu definition.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 40:
Examining Menu Definitions.
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Permission lists
• Roles
• User IDs
FOR
Slide 304 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Course Student
Delivery Administration Evaluation
Roles
INTERNAL Instructor
Training
Administrator
Student
Application
Developer
JSMITH
ONLY!
PSU Training security plan
Student Notes
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
•
FOR
Edit the actions in the component that the user accesses.
Student Notes
INTERNAL
Use the Pages page to insert a menu definition:
USE
Page Name Navigation
Permission List PSU1300 PeopleTools, Security, Permissions & Roles, Permission Lists
ONLY!
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”
3. Select the desired component and click the associated Edit Pages link.
FOR
Slide 307 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Page Name
INTERNAL
Permission Lists
Navigation
PeopleTools, Security, Permissions & Roles, Roles
USE
ONLY!
See Also
PeopleTools 8.44 PeopleBook: Security Administration, “Working with Roles”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use the Roles page to assign roles to a user ID:
Page Name
Roles FORNavigation
PeopleTools, Security, Permissions & Roles, Roles
INTERNAL
USE
ONLY!
Roles page
See Also
PeopleTools 8.44 PeopleBook: Security Administration, “Working with User Profiles”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
1. Examine roles.
2. Examine permissions.
FOR
See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 41:
Identifying PeopleSoft Security Basics.
INTERNAL
Slide 311 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Use the breadcrumbs section to indicate the level at which you are working.
• Use the content references scroll area to create and modify content references.
FOR
Slide 312 ______________________________________________________________________________________________________
Student Notes
Use the following navigation path to access this page:
Page Name
INTERNAL
Structure and Content
Navigation
PeopleTools, Portal, Structure and Content
•
USE
Use the Structure and Content page to create and alter the navigational hierarchy:
ONLY!
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”
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 314 ______________________________________________________________________________________________________
Student Notes
• Name. INTERNAL
Properties of a content reference include:
• Label.
•
USE
Long description.
Sequence number.
•
ONLY!
Menu and component names.
Note. This topic is covered in detail in the PeopleSoft Enterprise Portal Administration
course.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
1. Examine breadcrumbs.
2. Examine folders.
FOR
See PeopleTools I: Activity Guide, lesson 14, “Registering the Component,” Activity 42:
Navigating the Portal Registry.
INTERNAL
Slide 315 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Create menu definitions that make sense as containers for objects, without concern
for navigation.
•
FOR
Consider using menu bar items for organizational purposes.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• You cannot browse through the portal structure from the Registration Wizard.
FOR
Slide 319 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Label text should clearly indicate the purpose of the underlying component.
FOR
Slide 320 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• The text appears in the interface when users point the mouse over a content reference
FOR
Slide 321 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 322 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR 10
Slide 323 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 325 ______________________________________________________________________________________________________
Student Notes
When you finish registering a component, many of the properties that you entered are
INTERNAL
saved and will appear as defaults when you register the next component.
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
INTERNAL
Registering the Component.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
INTERNAL
Registering the T1_COURSE_MATL Component.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
•
FOR
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
•
INTERNAL
project plan with you during the registration process.
USE
permission list to the component and the content reference.
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Testing an Application
Objectives
•
FOR
By the end of this lesson, you will be able to:
• Test applications.
• INTERNAL
Troubleshoot common issues.
•
ONLY!
Adding, deleting, and modifying data.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Test Plan
Test Design
Application Application
INTERNAL Register
Components
Define
Fields
USE Define
Components Define
Records
User Interface Define Build Data Design
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
T1_COURSE_TBL
FOR
Use the following navigation path to access this page:
•
USE
Use the record definition to determine default values:
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 335 ______________________________________________________________________________________________________
Student Notes
Page Name
INTERNAL
Use the following navigation path to access this page:
Navigation
T1_COURSE_TBL File, Open
•
ONLY!
Use the record definition to examine prompts:
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 336 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 15, “Testing an Application,” Activity 45:
Creating and Analyzing Test Plans.
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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:
• Inserting rows.
•
FOR
Verifying data validation prompts.
INTERNAL
Slide 338 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Insert rows.
•
FOR
Check default values.
INTERNAL
See PeopleTools I: Activity Guide, lesson 15, “Testing an Application,” Activity 46:
Testing Applications.
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Data entered is in the wrong format (all uppercase or
mixed case).
Check the label IDs in the field, record, and page
definitions.
Check the format in the field definition. Use caution;
a change here can affect many areas of the
INTERNAL
Not enough characters are allowed in a field.
application.
Check the length in the field definition. Use caution;
a change here can affect many areas of the
application.
USE
Slide 340 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Default values missing or incorrect
Prompt not available or prompting to wrong table
settings of the search record.
Check record field use properties.
Check record field edits properties.
Slide 341 ______________________________________________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 342 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Search page shows inappropriate fields.
Inappropriate actions available to user.
Incorrect or inappropriate buttons appear on bottom
Check Component Properties, Use tab.
Check Component Properties, Use tab.
Check Component Properties, Internet tab.
of display.
INTERNAL
Slide 344 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Search page title is cryptic text.
settings. Examine content reference in portal registry
and verify names of component and menu definition.
Open menu definition and edit menu item label.
Inappropriate text appears for content reference label Edit content reference in the portal registry.
INTERNAL
or description.
Slide 345 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Insert rows.
FOR
Verify data validation prompts.
See PeopleTools I: Activity Guide, lesson 15, “Testing the Application,” Activity 47:
Testing More of the Training Application.
INTERNAL
Slide 346 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
•
FOR
It is important to methodically trace any problems to the definition that is causing it,
and then walk through the remaining steps of development.
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Move folders or content references to new parent folders.
Delete folders.
USE
Slide 349 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
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• Allows for a single navigational taxonomy that spans multiple application databases.
FOR
Slide 350 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• FOR
Which folder holds the content reference?
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• PeopleSoft application.
•
FOR
PeopleSoft Enterprise Portal.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
Application Application
Home Pages Web Server Server Databases
USE
PeopleSoft application architecture
ONLY!
Slide 353 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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Application Application
Home Pages Web Server Server Databases
HR
HR
HR
HR
FOR HRMS PIA HRMS Domain HRMS
INTERNAL
CRM
CRM
CRM
USE
CRM PIA CRM Domain CRM
CRM
ONLY!
Slide 354 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Application Application
Web Server Server Databases
FOR
HRMS PIA HRMS Domain HRMS
INTERNAL
Home Page
CRM PIA CRM Domain CRM
HR
CRM
CRM
HR
HR
USE
PeopleSoft Enterprise Portal architecture
Portal PIA Portal Domain Portal
ONLY!
Slide 355 ______________________________________________________________________________________________________
Student Notes
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
• Use
• Inquire
•
Setup
Process FOR
• Report
INTERNAL
Slide 356 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
FOR
Self Service
On-line
Enrollment
INTERNAL
Minimum
Threshhold?
Yes
Assign
Instructor
Prepare
Classroom
Deliver
Course
Course
Evaluation
Training
USE
No
Cancel Class
Billing
ONLY!
Pages mapped to tasks in a business process
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Self Service
FOR
Enroll in Training
Training
ONLY!
Navigation for administering a training class
Student Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Users should be able to access a content reference with no more than three clicks
(two folders plus a content reference).
• FOR
Long descriptions for content references should be in sentence case without periods.
• The order of content references should match the steps in the business process, where
•
INTERNAL
possible.
USE
Slide 359 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity
48: Examining the Portal Registry.
INTERNAL
Slide 360 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Creating Folders
You must create a folder before running the registration wizard. This section discusses
how to:
• Name folders.
FOR
Slide 361 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
You might want to include in the name a clue to the location of the folder.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
4. Click Save.
FOR
Slide 363 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
1. Create a folder.
See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity
49: Creating Folders in the Portal Registry.
FOR
Slide 365 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
2. Select a folder.
3. Click the Edit link to move the folder that is beside the link
FOR
5. Navigate to the new folder and click the folder name.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
1. Move folders.
See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure” Activity
50: Moving Folders or Content References.
FOR
Slide 368 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Deleting Folders
Before deleting a folder, you must assess the impact of deletion, because:
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 370 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity
51: Deleting Folders in the Portal Registry.
FOR
Slide 371 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
1. Create a folder.
See PeopleTools I: Activity Guide, lesson 16, “Editing the Registry Structure,” Activity
52: Working with Folders in the Portal Registry.
FOR
Slide 372 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
•
taxonomy.
FOR
You can move existing folders, along with their content, to other areas of the
Deleting a folder or content reference from the portal registry is a quick process but
can have broad consequences.
INTERNAL
Slide 373 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Edit menu item labels.
USE
Slide 375 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 376 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Menu name
• Menu item
FOR
Slide 377 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
2. Press CTRL+J.
Student Notes
FOR
Press CTRL+J to see definition names:
INTERNAL
USE
ONLY!
Definition names
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
This diagram shows a search page title and a menu item label:
INTERNAL
USE
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
2. Select the bar item under which the menu item resides.
FOR
5. Save the menu definition.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 17, “Creating Menu Definitions, Activity 53:
Editing Menu Item Labels.
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
4. Select the Standard menu type radio button.
INTERNAL
Slide 385 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
3. Enter a label.
FOR
Slide 386 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
1. Double-click the empty rectangle with dashed lines under the new bar item.
INTERNAL
6. Click the OK button.
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 17, “Creating Menu Definitions,” Activity 54:
Creating a Menu Definition.
INTERNAL
Slide 388 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• Developers should open the menu definition and edit the item label to match the
content reference label.
•
FOR
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.
INTERNAL
Slide 389 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Notes
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Determine relationships among definitions.
USE
Slide 391 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Upgrade smoothly.
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Field
Field
INTERNAL
Relationship among application definitions
Student Notes
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 18, “Analyzing the Impact of Design
Changes,” Activity 55: Determining Relationships Among Definitions.
FOR
Slide 395 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
Use this table to determine what actions you must perform when you change a record
definition:
Properties
FOR
Table Structure Changes
(Create or Alter Table)
Index Changes
(Create Index)
Definition Changes
(Do Nothing)
Field
INTERNAL
Field name
Length
Type
Delete/Add field from record
NA Format
Long name
Short name
Translate table values
Use USE
definition
NA Key (new)
Alternate search key
Search key (if already a
key)
ONLY! (ascending or
descending)
Duplicate order key
Defaults (value and page
control)
Auto update
Field audits
Edits Value Required (Long Character, NA Prompt table edit
Date, Time, DateTime, Image) Translate table edit
Yes/No edit
Value required (Numeric,
Character)
Reasonable date check
PeopleCode NA NA PeopleCode
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
5. Click the Build button.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
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.
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Truncate data.
•
FOR
Set the specific type of alter options that you would like.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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.
FOR
5. Examine the SQL table.
INTERNAL
See PeopleTools I: Activity Guide, lesson 18, “Analyzing the Impact of Design
Changes,” Activity 56: Synchronizing Record Definitions and Database Tables.
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
FOR
Slide 402 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Field A Field A
Field B
Field C
Field D
FOR Field B
Field C
Field D
INTERNAL
Existing Modified
Record Definition
Comparison
Report
New Version of
Record Definition
USE
Comparison between modified and upgraded definitions
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
definition. FOR
4. Using the development documentation, reapply the modifications to the upgraded
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• When you modify an existing definition, document changes fully in the Comments
field of the definition properties.
FOR
Slide 406 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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Review
In this lesson, you learned that:
• You can use cross-reference tools to examine how definitions are interrelated.
• Modifying field and record properties can cause the record definition to be
unsynchronized with the database table.
•
FOR
When planning application development, you should consider the impact of
modifications on future upgrades.
USE
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ONLY!
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Notes
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FOR
______________________________________________________________________
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INTERNAL
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USE
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ONLY!
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Building Applications
Objectives
•
FOR
By the end of this lesson, you will be able to:
•
INTERNAL
Create user interfaces
Test applications
USE
Slide 409 ______________________________________________________________________________________________________
Student Notes
ONLY!
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Designing an Application
You design the application in the planning phase as the diagram illustrates:
Test Plan
Test Design
Application Application
FOR
Register
INTERNAL Components
Define
Components
Define
Fields
Define
Records
USE
User Interface Define
Pages
Build
Tables
Data Design
Student Notes
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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______________________________________________________________________
______________________________________________________________________
FOR
See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 57:
Designing an Application.
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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Test Plan
Test Design
FOR
Application Application
INTERNAL Register
Components
Define
Define
Fields
Define
USE
Components
Records
User Interface Define Build Data Design
Pages Tables
ONLY!
Data design phase
Student Notes
In this phase, you create the underlying structure of the application. The data design
phase comprises three application development steps:
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• Type
• Length
• Label
•
Format
USE
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ONLY!
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• Default values
• Key structure
•
PeopleCode
Required fields
Table edits
FOR
INTERNAL
Slide 414 ______________________________________________________________________________________________________
Student Notes
USE
______________________________________________________________________
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ONLY!
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• Build options
• Execute options
• Script options
• Logging options
FOR
Slide 415 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
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______________________________________________________________________
1. Define fields.
See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 58:
FOR
Creating Data Structures.
Student Notes
INTERNAL
______________________________________________________________________
USE
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ONLY!
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Test Plan
Test Design
FOR
Application Application
INTERNAL
Register
Components
Define
Define
Fields
Define
USE
Components
Records
User Interface Define Build Data Design
Pages Tables
ONLY!
User interface phase
Student Notes
The user interface phase comprises three application development steps.
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• Record name
• Field name
• Display options
•
Label options
FOR
Related field options
Page order
•
INTERNAL
Page size
Alignment
USE
Slide 418 ______________________________________________________________________________________________________
Student Notes
ONLY!
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• Search record
• Actions
• Toolbar options
•
Internet options
PeopleCode FOR
Slide 419 ______________________________________________________________________________________________________
USE
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ONLY!
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FOR
Slide 420 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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USE
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ONLY!
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3. Register components.
See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 59:
FOR
Creating User Interfaces.
Student Notes
INTERNAL
______________________________________________________________________
USE
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ONLY!
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Testing Applications
The final phase is also the last application development step as this diagram illustrates:
Test Plan
Test Design
Application Application
FOR
Register
INTERNAL Components
Define
Components
Define
Fields
Define
Records
USE
User Interface Define
Pages
Build
Tables
Data Design
Student Notes
Perform a rigorous test on the component by:
______________________________________________________________________
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______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 19, “Building Applications,” Activity 60:
Testing the Application.
FOR
Slide 423 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
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USE
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ONLY!
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Review
In this lesson, you learned that:
• 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
• FOR
access, and implement navigation.
You should not release any application without a rigorous and thorough test phase.
USE
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Objectives
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Describe and perform a Verity search.
•
USE
Add keywords to a search collection.
Student Notes
ONLY!
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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Student Notes
Security filtering is built in and implemented behind the scenes in a Verity search. The
FOR
permission lists assigned to each content reference determine security access.
______________________________________________________________________
INTERNAL
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USE
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ONLY!
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• Label
• Long Description
•
Author
Product
FOR
•
•
INTERNAL
Node Name
Attributes (keywords)
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Student Notes
Use the Content Ref Administration page to enter information that the Verity search
engine will use:
Page Name
Content Ref Administration
FOR
Navigation
PeopleTools, Portal, Structure and Content
USE
ONLY!
FOR
INTERNAL
USE
ONLY!
Content Ref Administration page
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• Registry
• Record
•
Web
File system
FOR
INTERNAL
Slide 430 ______________________________________________________________________________________________________
Student Notes
USE
PeopleSoft Enterprise Portal contains processes for building all these collections. For
standalone enterprise applications, only the registry collection is supported.
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ONLY!
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INTERNAL
search field.
______________________________________________________________________
USE
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ONLY!
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See PeopleTools I: Activity Guide, lesson 20, “Searching Applications by Using the
Verity Search Engine,” Activity 61: Performing a Verity Search.
Student Notes
FOR
______________________________________________________________________
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INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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INTERNAL
6. Click the OK button.
Student Notes
USE
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ONLY!
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See PeopleTools I: Activity Guide, lesson 20,“ Searching Applications by Using the
Verity Search Engine,” Activity 62: Generating a Registry Search Collection.
FOR
Slide 434 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
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USE
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ONLY!
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Student Notes
FOR
Use the Content Ref Administration page to add keywords:
Page Name
Content Ref Administration
Navigation
PeopleTools, Portal, Structure and Content
USE
ONLY!
Content Ref Administration page
______________________________________________________________________
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Student Notes
FOR
Here is an example of keywords entered for a content reference in a PeopleSoft human
resources application:
INTERNAL
USE
ONLY!
Keywords entered in the Content Reference Attributes page
See Also
PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portals”
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1. Enter KEYWORD in the Attribute field of the Content Reference Attributes region of
the Content Ref Administration page.
3. Enter search words or phrases separated by commas in the Attribute value field.
FOR
4. (Optional) Select the Translate check box.
INTERNAL
6. Build the registry index when you finish entering all keywords.
Student Notes
USE
Select the Translate check box to make attribute values translatable into other languages.
It is a good practice to make keywords translatable.
ONLY!
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1. Enter keywords.
See PeopleTools I: Activity Guide, lesson 20, “Describing the Verity Search Engine,”
FOR
Activity 63: Implementing a Verity Search Collection.
Student Notes
INTERNAL
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USE
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ONLY!
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______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
•
FOR
Keywords are unique, searchable values that enable you to expand the scope of a
Verity search for specific content references.
USE
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ONLY!
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______________________________________________________________________
Notes
______________________________________________________________________
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______________________________________________________________________
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
• INTERNAL
Implement record-level audits.
ONLY!
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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•
FOR
Deleting rows of data.
Student Notes
INTERNAL
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USE
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ONLY!
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FOR
Slide 443 ______________________________________________________________________________________________________
Student Notes
INTERNAL
This is a valuable tool, especially with sensitive data. You might set up auditing on tables
that relate to company payroll, for example.
USE
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ONLY!
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______________________________________________________________________
• 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.
•
FOR
Audit information is stored in separate tables, which can become quite large and
consume database server space.
Student Notes
INTERNAL
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USE
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ONLY!
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______________________________________________________________________
• All audit information from field-level audits, regardless of where the field is located,
is stored in a central PSAUDIT table.
FOR
Slide 445 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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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USE
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ONLY!
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3. In the Audit section, select Field Add, Field Change, or Field Delete.
FOR
Slide 446 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
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USE
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ONLY!
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• AUDIT_OPRID
• AUDIT_STAMP
• AUDIT_ACTN
•
RECNAME
FIELDNAME
FOR
•
• INTERNAL
OLDVALUE
NEWVALUE
• KEY1, KEY2, …
USE
Slide 447 ______________________________________________________________________________________________________
Student Notes
•
ONLY!
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
• Modify the WHERE clause to limit your query to a specific field on a specific record
definition:
SELECT * FROM PSAUDIT
WHERE RECNAME = ‘PSU_STUDENT_TBL’
AND FIELDNAME = ‘STUDENT_NAME’
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
See PeopleTools I: Activity Guide, lesson 21, “Performing Data Audits,” Activity 64:
Performing a Field-Level Audit.
FOR
Slide 448 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
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USE
______________________________________________________________________
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ONLY!
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FOR
3. Insert the audit fields as the first three fields.
INTERNAL
6. Build the table.
7. Link the base record to the audit record and select the desired audit options.
USE
Slide 449 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
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INTERNAL
______________________________________________________________________
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USE
______________________________________________________________________
ONLY!
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______________________________________________________________________
• AUDIT_OPRID.
• AUDIT_STAMP.
• AUDIT_ACTN.
FOR
Slide 451 ______________________________________________________________________________________________________
Student Notes
INTERNAL
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.
______________________________________________________________________
USE
______________________________________________________________________
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ONLY!
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______________________________________________________________________
• You should audit all fields that are keys in the original record to help determine the
unique row that included the action.
FOR
Slide 452 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
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USE
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ONLY!
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USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
This is the most often forgotten step. Remember to build the table.
FOR
______________________________________________________________________
______________________________________________________________________
INTERNAL
______________________________________________________________________
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USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
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______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
4. Select the correct audit record definition from the Record Name drop-down list box.
FOR
5. Select the desired audit actions.
Student Notes
INTERNAL
With record-level audits, you can track any combination of four actions.
•
Add
Change
USE
• Selective
• Delete ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Both the new and old values if you change a key value.
Student Notes
FOR
See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Record
Definitions”
INTERNAL
______________________________________________________________________
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USE
______________________________________________________________________
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ONLY!
______________________________________________________________________
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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
4. Remove all key structure, default values, and set auto update.
INTERNAL
7. Test the auditing process.
See PeopleTools I: Activity Guide, lesson 21, “Performing Data Audits,” Activity 65:
Implementing Record Level Audits.
USE
Slide 457 ______________________________________________________________________________________________________
Student Notes
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Review
In this lesson, you learned that:
• 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.
•
FOR
To implement record-level auditing, you build a special audit record definition and
then link it to the record you want to audit.
USE
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Objectives
•
FOR
By the end of this lesson, you will be able to:
• Export projects.
• INTERNAL
Import projects and build their tables.
ONLY!
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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______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Student Notes
FOR
______________________________________________________________________
INTERNAL
______________________________________________________________________
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
System Catalog
PeopleTools
FOR
Project Project
System Catalog
PeopleTools
Source
INTERNAL
Application Data
Development
Workstation
Application Data
Target
Database Database
USE
Transferring project data from one database to another
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
System Catalog
PeopleTools
Application Data
FOR
Project Project
INTERNAL
Development
Workstation
Source Project
Database Files
PeopleTools
USE
System Catalog
Project Project
Target
Database
ONLY!
Application Data
Development
Workstation
Copying to file
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.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
• Fixes.
• Updates.
• Upgrades.
FOR
Slide 464 ______________________________________________________________________________________________________
Student Notes
INTERNAL
______________________________________________________________________
USE
______________________________________________________________________
______________________________________________________________________
ONLY!
______________________________________________________________________
______________________________________________________________________
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Exporting Projects
Exporting a project is a simple procedure. To export a project to a file:
FOR
5. Click the Copy button.
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• An XML file.
• An .ini file.
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1. Export a project.
See PeopleTools I: Activity Guide, lesson 22, “Importing and Exporting Projects,”
Activity 66: Exporting Projects
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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.
4. Click Open.
FOR
5. Select Tools, Validate Project.
INTERNAL
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• Check changes to the definition to determine whether you should alter the underlying
tables.
FOR
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Student Notes
When you select Build, there is an option to build an entire project. This applies the build
INTERNAL
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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Review
In this lesson, you learned that:
• 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.
•
FOR
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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Objective
FOR
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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See PeopleTools I: Activity Guide, lesson 23 “Final Course Activity,” Activity 68:
Creating a Course Evaluation Application
INTERNAL
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Course Review
Completed Objectives
•
FOR
In this course, you learned how to:
•
INTERNAL
Describe PeopleSoft data organization and validation.
•
USE
Describe additional application development considerations.
•
ONLY!
Organize definitions into projects.
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• Select a folder
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• A database server
• An application server
• A web server
FOR
A browser or other user input device
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Application Database
Browser Web Server
Server Server
HTML
Web
Services
FOR PeopleSoft
Services
SQL
System
Catalog
People
Tools
HTML 4
Compatible
Browser INTERNAL
Java
Services
Jolt Tuxedo/Jolt
Application
Data
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System
Catalog
People
Tools
Application
Data FOR
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Types of tables
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Test Plan
Test Design
Application Application
FOR
Register
INTERNAL
Define
Components Fields
Define
Components Define
Records
USE
User Interface Define
Pages
Build
Tables
Data Design
ONLY!
Eight steps of application development
Student Notes
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• Functional specifications
• Technical specifications
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FOR
Verifying prompts and defaults.
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• 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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• Upgrade definitions.
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Curriculum Map
FOR
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USE
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Curriculum Map
Development
Upgrade Course
405
411
PeopleTools Overview
Application Engine
2 days
4 days
Classroom
Classroom
FOR
1533
Integrating Processes 426
and Reports Workflow
1 day 4 days
Live WebCast Classroom
1022
Integration Tools
4 days
INTERNAL
Classroom
Administration
415
Process Scheduler
Administration and Report
Distribution
2 days
USE
Classroom
478
Data Management Tools
and Upgrade
5 days
Classroom
ONLY!
466
PeopleSoft Security
3 days
Classroom
471
PeopleSoft Server
Administration
4 days
Classroom
Enterprise Portal
1011
Enterprise Portal
Administration (8.4)
3 days
Classroom 1011
Enterprise Portal
OR Administration (8.8)
5 days
Classroom
1377
Concepts in Enterprise
Portal Development (8.4)
1 day
Live WebCast
Reporting 430
SQR
5 days
Classroom
435
PS/nVision Using Queries
4 days
Classroom
455
Query/Crystal Power
Combo
4 days
Classroom with
OnDemand
1152
Query Reporting
2 days
Classroom with
OnDemand