PeopleTools I

January 2004
STU-400-844

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Student Guide

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PeopleSoft
PeopleTools 8.44

PeopleTools I
STU-400-844
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Copyright 2004 PeopleSoft, Inc.
All rights reserved.
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This document is subject to change without notice, and PeopleSoft, Inc. does not warrant
that the material contained in this document is free of errors. Any errors found in this
document should be reported to PeopleSoft, Inc. in writing.

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PeopleTalk and “People power the internet.” are trademarks; and PeopleSoft, the
PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, Vantive, Vantive
Enterprise and Red Pepper are registered trademarks of PeopleSoft, Inc. All other
trademarks mentioned in this document are the property of their respective owners.

CONTENTS
Preface

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

Lesson 1

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

Lesson 2

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

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Lesson 3

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

Lesson 4

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

Lesson 5

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

Lesson 6

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

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

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Lesson 7

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

Lesson 8

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

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Lesson 9

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

Lesson 10

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

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Lesson 11

Lesson 12

PeopleTools I

Building SQL Tables .....................................................................................................197
Describing the Relationship Between Record Definitions and Application Data
Tables ..............................................................................................................................198
Activity 26:
Analyzing PeopleSoft Tables ................................................................201
Building Application Data Tables ...................................................................................202
Activity 27:
Building Application Data Tables.........................................................209
Viewing Table Indexes....................................................................................................210
Activity 28:
Viewing Indexes in a Table...................................................................212
Activity 29:
Building the PS_T1_COURSE_MATRL Table ...................................213
Creating Page Definitions .............................................................................................215
Identifying Page Design Principles .................................................................................216
Identifying Page and Page Control Properties.................................................................224
Activity 30:
Identifying Page and Page Control Properties ......................................239
Adding Page Controls to a Page......................................................................................240
Activity 31:
Adding Page Controls to a Page............................................................248
Creating Page Definitions ...............................................................................................249
Activity 32:
Creating Page Definitions .....................................................................258
Implementing Scroll Areas and Grids .............................................................................259
Activity 33:
Implementing Scroll Areas....................................................................268
Activity 34:
Implementing Scroll Areas and Grids ...................................................269
Finalizing Page Design and Layout.................................................................................270
Activity 35:
Finalizing Page Design and Layout ......................................................275
Activity 36:
Building the Course Materials Page......................................................276

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Lesson 13

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

Lesson 14

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

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Activity 44:

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Registering the T1_COURSE_MATL Component ..............................338

Lesson 15

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

Lesson 16

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

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Lesson 17

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

Lesson 18

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

Lesson 19

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

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Contents

Lesson 20

Lesson 21

PeopleTools I

Searching Applications by Using the Verity Search Engine......................................435
Describing and Performing a Verity Search....................................................................436
Activity 61:
Performing a Verity Search...................................................................442
Generating a Registry Search Collection ........................................................................443
Activity 62:
Generating a Registry Search Collection ..............................................444
Adding Keywords to a Search Collection .......................................................................445
Activity 63:
Implementing a Verity Search Collection .............................................448
Performing Data Audits................................................................................................451
Discussing Advantages and Disadvantages of Implementing Audits .............................452
Implementing Field Level Audits....................................................................................456
Activity 64:
Performing a Field-Level Audit ............................................................458
Implementing Record Level Audits ................................................................................459
Activity 65:
Implementing Record Level Audits ......................................................467

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Lesson 22

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

Lesson 23

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

Lesson 24

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

Appendix A

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

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Preface

PeopleTools I
Typographical Conventions and Visual Cues
This section discusses:

FOR

Typographical conventions.

Visual cues.

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Typographical Conventions

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

Description

Bold

Indicates PeopleCode function names, method names, language
constructs, and PeopleCode reserved words that must be included
literally in the function call.

Italics

Indicates field values, emphasis, and PeopleSoft or other booklength publication titles. In PeopleCode syntax, italic items are
placeholders for arguments that your program must supply.
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.

KEY+KEY

Indicates a key combination action. For example, a plus sign (+)
between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
while you press the W key.

Monospace font

Indicates a PeopleCode program or other code example.

“ ” (quotation marks)

Indicate lesson and chapter titles in cross-references and words that
are used differently from their intended meanings.

. . . (ellipses)

Indicate that the preceding item or series can be repeated any
number of times in PeopleCode syntax.

{ } (curly braces)

Indicate a choice between two options in PeopleCode syntax.
Options are separated by a pipe ( | ).

[ ] (square brackets)

Indicate optional items in PeopleCode syntax.

& (ampersand)

When placed before a parameter in PeopleCode syntax, an
ampersand indicates that the parameter is an already instantiated
object.
Ampersands also precede all PeopleCode variables.

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PeopleTools I

Preface

Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.

FOR

Important! Example of an important note.
Warnings

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Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
Warning! Example of a warning.
Cross-References

Training guides provide cross-references either under the heading “See Also” or on a
separate line preceded by the word See. Cross-references lead to other documents, such
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:

Example of cross-reference to a PeopleBook

Related Documentation
PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See Also
PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.asp

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you will be able to: • Describe PeopleSoft application design and the technology behind this process. • Describe PeopleSoft data organization and validation. • Perform searches and audits of application data. • Navigate a PeopleSoft application. • Implement the eight steps of application development. • Organize definitions into projects. • Describe the elements of the PeopleSoft Internet Architecture. INTERNAL USE ONLY! Slide 3 ________________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 1 . • Demonstrate competence in PeopleSoft application development methodology.Lesson 1 Course Overview Course Objectives FOR By the end of this course. • Describe additional application development considerations.

we will provide an overview of the course content and discuss these topics: • Navigating PeopleSoft Applications. • Describing the PeopleSoft Internet Architecture. • Organizing Data.Course Overview Lesson 1 Agenda: Day One On day one. • Implementing the Eight Steps of PeopleSoft Application Development. • Validating Data. FOR Slide 4 ________________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 2 PeopleSoft Proprietary and Confidential .

• Building the Table.Lesson 1 Course Overview Agenda: Day Two On day two. • Creating Field Definitions. • Creating Record Definitions. FOR Slide 5 ________________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 3 . we will discuss these topics: • Designing the Application.

Course Overview Lesson 1 Agenda: Day Three On day three. • Creating Component Definitions. we will discuss these topics: • Creating Page Definitions. FOR Slide 6 ________________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 4 PeopleSoft Proprietary and Confidential . • Registering the Component. • Testing the Application.

Lesson 1 Course Overview Agenda: Day Four On day four. • Creating Menu Definitions. we will discuss these topics: • Editing the Registry. • Reviewing Application Development. • Describing Design Considerations and Impact Analysis. FOR Slide 7 ________________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 5 .

• Final Course Activity.Course Overview Lesson 1 Agenda: Day Five On day five. we will discuss these topics: • Describing the Verity Search Engine. • Performing Data Audits. • Importing and Exporting Projects. FOR Slide 8 ________________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 6 PeopleSoft Proprietary and Confidential .

you will be able to describe: • PeopleSoft application development methodology • PeopleSoft Application Designer • Find information about the PeopleSoft Application Designer in PeopleBooks. INTERNAL USE ONLY! Slide 10 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 7 .Lesson 2 Technology Overview Objectives FOR By the end of this lesson.

The phases are: • Planning the application • Building the data structures • Building the user interface • Testing the application FOR Slide 11 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 8 PeopleSoft Proprietary and Confidential .Technology Overview Lesson 2 Describing PeopleSoft Application Development Methodology PeopleSoft application development is a four-phase process that introduces you to creating applications in the PeopleSoft environment.

is the most important phase of development. Elements of planning include: • Design analysis • Fit-gap analysis • Cost analysis • Resource analysis • Contingency analysis FOR INTERNAL USE ONLY! Slide 12 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 9 .Lesson 2 Technology Overview Describing PeopleSoft Application Development Methodology (continued) Phase 1. the planning phase.

the data design phase. Elements of data design include: • Create field definitions • Create record definitions • Build SQL tables FOR Slide 13 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 10 PeopleSoft Proprietary and Confidential . you begin building the data structures phase.Technology Overview Lesson 2 Describing PeopleSoft Application Development Methodology (continued) In phase 2.

Lesson 2 Technology Overview Describing PeopleSoft Application Development Methodology (continued) In phase 3. Elements of user interface phase include: • Create page definitions • Create component definitions • Set up user navigation • Set up user security FOR Slide 14 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 11 . you begin building the user interface structures. the user interface phase.

the testing phase. you verify the data structures and user interface. Elements of data design include: • Verify navigation • Verify security • Enter and verify data FOR Slide 15 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 12 PeopleSoft Proprietary and Confidential .Technology Overview Lesson 2 Describing PeopleSoft Application Development Methodology (continued) In phase 4.

• Creating Application Engine programs. FOR INTERNAL USE ONLY! Slide 16 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 13 . The Application Designer performs many development tasks including: • Creating all definitions used in a PeopleSoft environment. • Creating internet workflow. • Integrating products. • Creating PeopleCode programs.Lesson 2 Technology Overview Describing the PeopleSoft Application Designer Use the PeopleSoft Application Designer to complete most development tasks in a PeopleSoft environment.

Technology Overview Lesson 2 Describing the PeopleSoft Application Designer (continued) Some development tasks that you do not perform in the Application Designer are: • Setting up Definition Security • Creating queries • Creating SQR programs • Modifying COBOL programs • Running PeopleSoft Data Mover scripts FOR Slide 17 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 14 PeopleSoft Proprietary and Confidential .

FOR INTERNAL USE ONLY! Slide 18 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 15 . You will use the PeopleSoft Application Designer to: • Create field definitions. • Set up user security.Lesson 2 Technology Overview Describing the PeopleSoft Application Designer (continued) In this course. • Create component definitions. • Create page definitions. you use the PeopleSoft Application Designer to complete each of your development requirements. • Create record definitions. • Build the SQL tables. • Set up component navigation.

• Information for creating data structures. Note. • Appendixes. right corner of the application page.Technology Overview Lesson 2 Finding Information About PeopleSoft Application Designer in PeopleBooks Use the PeopleTools 8. Context-sensitive help is constrained to non-application specific pages in the technical database.44 PeopleBook: PeopleSoft Application Designer to find development information including: • Information for planning application development. 16 PeopleSoft Proprietary and Confidential . This automatically takes users to the relevant information in the appropriate PeopleBook.44 PeopleBook: PeopleSoft Application Designer: Location Type of Information Using PeopleSoft Application Designer This chapter provides general usage information. You can access related material by clicking the Help link in the top. FOR Slide 19 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! This table lists the locations of additional information in the PeopleTools 8. Development chapters These chapters discuss development concepts and tasks: • “Working With Projects” • “Creating Field Definitions” • “Creating Record Definitions” • “Building SQL Tables and Views” • “Creating Page Definitions” • “Using Page Controls” • “Creating Component Definitions” • “Using Registration Wizard” Appendixes The appendixes provide reference information about the reports and workflows that are delivered with the system. • User Interface design and implementation.

Lesson 2 Technology Overview Finding Information About PeopleSoft Application Designer in PeopleBooks (continued) The following PeopleBooks contain information that applies to PeopleSoft Application Designer 8. and other definitions.44 PeopleBook: PeopleCode Developer's Guide FOR Slide 20 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes This table describes the additional PeopleBooks that contain information about PeopleSoft Application Designer and application development using PeopleTools. tips for using PeopleCode.44 PeopleBook: PeopleSoft Application Designer This PeopleBook describes the fundamental elements of developing applications for PeopleSoft Internet Architecture.44 PeopleBook: PeopleCode Developer's Guide This PeopleBook covers the concepts of PeopleCode.44 PeopleBook: Internet Technology • PeopleTools 8. PeopleBook Description PeopleTools 8. fields. including PeopleSoft Internet Architecture (PIA) and PeopleTools portal technology used for creating and managing portals.44 PeopleBook: Security Administration This PeopleBook describes the interface. and other components associated with PeopleSoft security and how you can use them to secure pages.44 PeopleBook: Security Administration • PeopleTools 8.44 and application development using PeopleTools: • PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer • PeopleTools 8. PeopleTools 8. tables.44 PeopleBook: Internet Technology This PeopleBook describes PeopleTools internet technology. the interaction of PeopleCode and the Component Processor. PeopleTools 8. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 17 . PeopleTools 8. and a number of other specialized topics. such as the use of the PeopleCode debugger and referencing data in the component buffer.

• The PeopleSoft Application Designer is the primary tool for application development in a PeopleSoft environment. FOR Slide 21 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 18 PeopleSoft Proprietary and Confidential .Technology Overview Lesson 2 Review In this lesson. you learned that: • The PeopleSoft application design methodology creates a framework for development. • You can find information about the PeopleSoft Application Designer in a variety of PeopleBooks.

• Identify definitions. Slide 23 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 19 . • Find information using PeopleBooks. • Use search pages. • Enter and modify data.Lesson 3 Navigating PeopleSoft Applications FOR Objectives By the end of this lesson. you will be able to: INTERNAL USE ONLY! • Navigate PeopleSoft applications.

you need three things: • A URL • A valid user ID • The correct password for the user ID FOR Slide 24 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 20 PeopleSoft Proprietary and Confidential .Navigating PeopleSoft Applications Lesson 3 Navigating PeopleSoft Applications To sign in to a PeopleSoft application.

which displays content. The homepage contains three major areas: • The menu pagelet.Lesson 3 Navigating PeopleSoft Applications Navigating PeopleSoft Applications (continued) After signing in. header. “Administering Portal Homepages and Pagelets” PeopleSoft Proprietary and Confidential 21 . the homepage appears in the browser. which contains quick access to navigational aids. • The header.44 PeopleBook: Internet Technology. FOR Slide 25 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the homepage to display the navigation area. a hierarchy of folders and content references. and target area. • The target area. PeopleSoft homepage See Also PeopleTools 8.

Navigating PeopleSoft Applications Lesson 3 Navigating PeopleSoft Applications (continued) Two elements make up the navigation: • Folders. INTERNAL USE ONLY! The menu pagelet See Also PeopleTools 8. “Administering Portal Homepages and Pagelets” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 22 PeopleSoft Proprietary and Confidential . • Content references. Slide 26 _______________________________________________________________________________________________________ FOR Student Notes Use the menu pagelet to navigate using folders and content references.44 PeopleBook: Internet Technology.

Slide 27 _______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 23 . • Browser favorites or bookmarks. There are • PeopleSoft favorites.Lesson 3 Navigating PeopleSoft Applications Navigating PeopleSoft Applications (continued) You can define content that you use often as a favorite.

They are stored on a local hard disk. You must sign in to access them. They are stored in the portal database.Navigating PeopleSoft Applications Lesson 3 Navigating PeopleSoft Applications (continued) PeopleSoft favorites are different from browser favorites or bookmarks. They are limited to a single computer and cannot be accessed from different locations. Any users can see the same favorites. They stay with a user ID in the database and can be accessed from any browser after signing in. FOR Slide 28 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 24 PeopleSoft Proprietary and Confidential . Favorites are stored by user ID. regardless of PeopleSoft user ID. Browser Favorites PeopleSoft Favorites You can access them at any time.

44 PeopleBook: Internet Technology. “Understanding PeopleSoft Portal Technology ” PeopleSoft Proprietary and Confidential 25 . FOR Slide 29 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Search page as an alternate means of navigation. Select the link that best suits your needs. 2. To use the search feature: 1. Type the word that you want to search. 3. Search page See Also PeopleTools 8. Click the Go button.Lesson 3 Navigating PeopleSoft Applications Navigating PeopleSoft Applications (continued) Another method of navigation is through the search feature on the homepage.

“Navigating PeopleSoft Applications. INTERNAL USE ONLY! Slide 30 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 26 PeopleSoft Proprietary and Confidential . lesson 3. Sign in. FOR See PeopleTools I: Activity Guide. 2.” Activity 1: Using Basic Navigation Tools.Navigating PeopleSoft Applications Lesson 3 Activity 1: Using Basic Navigation Tools In this activity. Navigate with searches. Create PeopleSoft favorites. Use content references to load components. 3. you will read the activity overview and: 1. 4.

• Are dynamically built based on several definition properties. FOR Slide 31 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 27 . • Are an interim step between content reference and component.Lesson 3 Navigating PeopleSoft Applications Using Search Pages You have already seen a number of search pages. • Allow the user to select from a list of data rows. Search pages: • Enable users to find the data they are interested in viewing. they appear when you click on most content references in navigation.

Personal Information Students. you may see: • A basic search page. Page Name Navigation INTERNAL USE ONLY! Personal Information Students. Basic search page for Student Personal Information • 28 Use the advanced search page to further constrain the rows of data you need. • An advanced search page. Slide 32 _______________________________________________________________________________________________________ FOR Student Notes Use this page to do a basic search for student information.Navigating PeopleSoft Applications Lesson 3 Using Search Pages (continued) Depending on how you configure a component. Personal Information Click the Advanced Search link. Personal Information Click the Basic Search link. PeopleSoft Proprietary and Confidential . • Use the basic search page to find the row of data that you need.

“Using Keys and Search Pages” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 29 .44 PeopleBook: Using PeopleSoft Applications.Lesson 3 Navigating PeopleSoft Applications FOR INTERNAL USE ONLY! Advanced search page for Student Personal Information See Also PeopleTools 8.

• Alternate search keys. Double click a field Record field properties See Also PeopleTools 8. Select a record. Slide 33 _______________________________________________________________________________________________________ FOR Student Notes Use the Record Field properties dialog to select search properties. “Working with Records” 30 PeopleSoft Proprietary and Confidential . Open.Navigating PeopleSoft Applications Lesson 3 Using Search Pages (continued) The search fields that appear on the page are determined in the record definition. INTERNAL USE ONLY! Dialog Name Navigation Record Field Properties File. They are termed • Search keys. Select Record in the Definition field.44 PeopleBook: PeopleSoft Application Designer.

“Using Keys and Search Pages” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 31 .Lesson 3 Navigating PeopleSoft Applications PeopleTools 8.44 PeopleBook: Using PeopleSoft Applications.

Save Search As page See Also PeopleTools 8. • Are available on the Advanced Search page only. FOR Slide 34 _______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this page: INTERNAL USE ONLY! Page Name Save Search As Navigation Students.44 PeopleBook: Using PeopleSoft Applications. These searches: • Are stored by userID. • Use the Save Search page to save search criteria that is used often. “Using Keys and Search Pages” 32 PeopleSoft Proprietary and Confidential .Navigating PeopleSoft Applications Lesson 3 Using Search Pages (continued) You can create custom searches. • Are available for use in other search pages that use the same search record. Personal Information Click the Save Search Criteria link.

2. 4. FOR Slide 35 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 33 . Click the Save Search Criteria link. Click the Save button. Enter a name for the search.Lesson 3 Navigating PeopleSoft Applications Using Search Pages (continued) There are four steps to creating a saved search: 1. Enter search criteria on a search page. 3.

See PeopleTools I: Activity Guide. Slide 36 _______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 34 PeopleSoft Proprietary and Confidential . you will read the activity overview and use the search page to locate data in the application.Navigating PeopleSoft Applications Activity 2: Lesson 3 Using Search Pages In this activity. “Navigating PeopleSoft Applications.” Activity 2: Using Search Pages. lesson 3.

This section discusses: • Definition basics. • Page definitions. • Definition names. FOR INTERNAL USE ONLY! Slide 37 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 35 . all of which you must understand in depth to develop in the PeopleSoft environment. • Component definitions.Lesson 3 Navigating PeopleSoft Applications Identifying Definitions The PeopleSoft user interface is made up of several element types. • Field definitions.

Navigating PeopleSoft Applications Lesson 3 Identifying Definitions (continued) Definitions make up the PeopleSoft user interface: Navigation Security Component FOR Page 1 Page 2 INTERNAL USE ONLY! Record Field A Record Field E Field B Field F Field C Field G Field D Field H Interdependent PeopleSoft definitions Slide 38 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 36 PeopleSoft Proprietary and Confidential .

• The mode of the component – update/display. history. or correction. • The pages that you access. • Page tabs or hyperlinks.Lesson 3 Navigating PeopleSoft Applications Identifying Definitions (continued) The component definition is central to the user interface. • The toolbar buttons at the bottom of the screen. FOR INTERNAL USE ONLY! Slide 39 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 37 . Component definitions determine: • The search page.

• Level 0 key values are entered once. • Levels segment pages. • A scroll area or a grid. • All pages include a level 0. if they exist. and many have other levels as well.Navigating PeopleSoft Applications Lesson 3 Identifying Definitions (continued) The page defines what the user sees. binds other levels. • Each component can hold multiple pages. when a new row is created. • Pages contain fields. • Level 0 contains the highest-level key values that make a row of data unique. • Tabs at the top of the screen enable access to each page. FOR INTERNAL USE ONLY! Slide 40 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 38 PeopleSoft Proprietary and Confidential .

Lesson 3 Navigating PeopleSoft Applications Identifying Definitions (continued) Fields hold the data entered into the application database. • Fields on a page hold data that you save to tables in the database. • Fields support many data types. FOR Slide 41 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 39 . • Fields can be interactive or display-only.

• Radio buttons. • Images. • Check boxes.Navigating PeopleSoft Applications Lesson 3 Identifying Definitions (continued) Pages can contain many different field types represented by different controls including: • Edit boxes. FOR Slide 42 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 40 PeopleSoft Proprietary and Confidential . • Drop down list boxes.

Page Name Personal Details FOR Navigation Instructors. use CTRL + J to see an information page that includes the names of the component definitions that make up the interface. Information displayed with CTRL+ J keyboard combination ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 41 . INTERNAL USE ONLY! Press CTRL + J.Lesson 3 Navigating PeopleSoft Applications Identifying Definitions (continued) From any component in the application. Slide 43 _______________________________________________________________________________________________________ Student Notes Use CTRL + J to see an information page showing the interface’s component definitions. Professional Details Select an instructor.

• Add.44 PeopleBook: PeopleSoft Application Designer. • Save. • Next/Previous in List. • Return to Search. • Show History. FOR INTERNAL USE ONLY! Slide 44 _______________________________________________________________________________________________________ Student Notes Configure these buttons in the component: Component toolbar See Also PeopleTools 8. • Update/Display. “Creating Component Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 42 PeopleSoft Proprietary and Confidential . • Correct History.Navigating PeopleSoft Applications Lesson 3 Entering and Modifying Data Components include a series of buttons at the bottom of the screen.

INTERNAL USE ONLY! See Also PeopleTools 8. FOR Slide 45 _______________________________________________________________________________________________________ Student Notes For an online list of hot keys and access keys. press CTRL + K on the keyboard. you must press Enter to complete the command. “Working with BrowserBased Applications” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 43 .Lesson 3 Navigating PeopleSoft Applications Entering and Modifying Data (continued) If you prefer keystrokes to mouse clicks.44 PeopleBook: Using PeopleSoft Applications. there are keyboard alternatives for buttons and other actions: • Hot keys perform an action immediately. • Access keys change the cursor focus to a button.

You add a new level 0 value from either: • The search page • The component Slide 46 _______________________________________________________________________________________________________ FOR Student Notes Use the following navigation path to access this page: INTERNAL USE ONLY! Page Name Navigation Search page Students. you start by entering a new high-level (level 0) key value. PeopleSoft Proprietary and Confidential .Navigating PeopleSoft Applications Lesson 3 Entering and Modifying Data (continued) When you add new rows of data for an entire component. Personal Information Use the search page to add a new value. Personal Information Personal Details • Students. Personal Information search page • 44 Use the Add button on the Personal Details page to add a new value.

Lesson 3 Navigating PeopleSoft Applications FOR INTERNAL USE ONLY! Personal Details page ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 45 .

Maintain Purchase Orders INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 46 PeopleSoft Proprietary and Confidential . Slide 47 _______________________________________________________________________________________________________ FOR Student Notes Use the following navigation path to access this page: Page Name Navigation Products by Customer Customer.Navigating PeopleSoft Applications Lesson 3 Entering and Modifying Data (continued) To update existing information or insert new rows at level one: • Use the insert row button in the scroll area. • User the insert row button in the grid. Products Purchased Purchase Order Purchasing.

See PeopleTools I: Activity Guide.Lesson 3 Activity 3: Navigating PeopleSoft Applications Entering Data In this activity. you will read the activity overview and enter your student data in the database. lesson 3. Slide 48 _______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 47 . “Navigating PeopleSoft Applications.” Activity 3: Entering Data.

displaying information related to the screen that you are viewing. PeopleBooks offer: • An integrated user interface as a Help link.Navigating PeopleSoft Applications Lesson 3 Finding Information Using PeopleBooks PeopleBooks document PeopleTools and PeopleSoft applications. • A text search capability. • Context-sensitive assistance where possible. FOR Slide 49 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 48 PeopleSoft Proprietary and Confidential . • A navigational taxonomy for locating information.

Lesson 3

Navigating PeopleSoft Applications

Finding Information Using PeopleBooks (continued)
When accessing PeopleBooks:

You link immediately to the appropriate documentation for the page you are viewing
if context sensitive help exists.

If no context-sensitive help is available, a page displays linking you back to the
PeopleBooks main menu.

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Navigating PeopleSoft Applications

Lesson 3

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

PeopleBooks library

Verity search

Contents view

Index view

Search view

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Lesson 3

Activity 4:

Navigating PeopleSoft Applications

Finding Information Using PeopleBooks
In this activity, you will read the activity overview and find information using
PeopleBooks.
See PeopleTools I: Activity Guide, lesson 3, “Navigating PeopleSoft Applications,”
Activity 4: Finding Information Using PeopleBooks.

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Navigating PeopleSoft Applications

Lesson 3

Review
In this lesson, you learned that

You navigate a PeopleSoft application by clicking on folders to find a content
reference.

A search page presents you with options for finding the data that you want.

PeopleSoft definitions are interdependent.

You add high-level information at level 0 but you insert subordinate data at other
levels.

PeopleBooks provide multiple ways of searching for information about an
application.

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Lesson 4

Explaining PeopleSoft
Architecture

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Objectives

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

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Describe PeopleSoft databases.

Explain data transfer in PeopleSoft Internet Architecture.

Identify requirements for the development environment.

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Explaining PeopleSoft Architecture

Lesson 4

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

System Catalog

PeopleTools

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Three categories of tables

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Lesson 4

Explaining PeopleSoft Architecture

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

Track all objects in the entire database.

Are analogous to a table of contents.

Vary based on the platform.

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Explaining PeopleSoft Architecture

Lesson 4

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

Have consistent structure between applications.

Vary in content between applications.

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

Are converted to HTML, delivered to browser.

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

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Lesson 4

Explaining PeopleSoft Architecture

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

Specific tables are determined by application.

Developers can create more.

Content is modified through the user interface.

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

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Explaining PeopleSoft Architecture

Lesson 4

Describing PeopleSoft Databases (continued)
You can use a query tool to examine the contents of the tables, but do not change the
contents outside of the approved tools because the PeopleTools tables and the application
data table could become unsynchronized.
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Lesson 4 Activity 5: Explaining PeopleSoft Architecture Examining PeopleSoft Databases In this activity. “Explaining PeopleSoft Architecture. lesson 4. See PeopleTools I: Activity Guide. Slide 61 _______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 59 . you will review the activity overview and examine the contents of the classroom database.” Activity 5: Examining PeopleSoft Databases.

• Web servers. • Database servers. Components of PeopleSoft Internet Architecture are: • Browsers as clients. • Application servers. FOR Slide 62 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 60 PeopleSoft Proprietary and Confidential .Explaining PeopleSoft Architecture Lesson 4 Explaining Data Transfer in PeopleSoft Internet Architecture The architecture behind PeopleSoft Internet Architecture takes the raw data from the application database and delivers it in the form of an interactive user interface on a standard web browser.

Lesson 4 Explaining PeopleSoft Architecture Explaining Data Transfer in PeopleSoft Internet Architecture (continued) With PeopleSoft Internet Architecture. no code is required on the client. • Platform independence. • Simple application maintenance and deployment. FOR Slide 63 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 61 . • Low bandwidth access. users do their work with a browser. Advantages to delivering the user interface on a browser include: • Easy access.

Explaining PeopleSoft Architecture Lesson 4 Explaining Data Transfer in PeopleSoft Internet Architecture (continued) This diagram illustrates that the client does not have native capabilities to display database content: Database Server Browser HTML 4 Compatible Browser FOR INTERNAL USE ONLY! System Catalog PeopleTools Application Data Browser and database server Slide 64 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 62 PeopleSoft Proprietary and Confidential .

delivering the HTML that the browser displays: Web Server Database Server Browser HTML HTML 4 Compatible Browser FOR System Catalog Web Services INTERNAL USE ONLY! PeopleTools Application Data The HTML connection between the browser and the web server Slide 65 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 63 .Lesson 4 Explaining PeopleSoft Architecture Explaining Data Transfer in PeopleSoft Internet Architecture (continued) This graphic illustrates how a web server acts as the front end of PeopleSoft Internet Architecture.

Explaining PeopleSoft Architecture Lesson 4 Explaining Data Transfer in PeopleSoft Internet Architecture (continued) As seen in this diagram. the application server completes the connection. managing communication with the database and delivering HTML to the web server for display: Application Server Web Server Database Server Browser HTML HTML 4 Compatible Browser FOR Web Services PeopleSoft Services System Catalog PeopleTools INTERNAL USE ONLY! Java Servlets SQL Application Data Tuxedo/Jolt Jolt The application server communicates with the web server and the database Slide 66 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 64 PeopleSoft Proprietary and Confidential .

• All code runs on the application server.Lesson 4 Explaining PeopleSoft Architecture Explaining Data Transfer in PeopleSoft Internet Architecture (continued) When developing for PeopleSoft Internet Architecture interfaces. FOR Slide 67 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 65 . • Running code requires a server trip and a browser refresh. you must consider issues that are not present in other prior releases: • No code runs on the client.

Explaining PeopleSoft Architecture Lesson 4 Explaining Data Transfer in PeopleSoft Internet Architecture (continued) Deferred processing is one possible solution to limit server trips. FOR Slide 68 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 66 PeopleSoft Proprietary and Confidential . • User experience is a large factor in its success. With deferred processing: • User actions and processed as a single batch. • You can specify when you want the server to process. • Processing normally takes place when user saves work.

“Guidelines for Designing Pages” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 67 . FOR Slide 69 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use this page to insert multiple rows: Page Name Navigation Purchase Orders Purchasing. Multi-row processing: • Is used when entering multiple rows of data.44 PeopleBook: PeopleSoft Application Designer. Maintain Purchase Orders Purchase Orders page See Also PeopleTools 8.Lesson 4 Explaining PeopleSoft Architecture Explaining Data Transfer in PeopleSoft Internet Architecture (continued) Multi-row insert is another development option to limit server trips. • Enables the user to enter the number of data rows to insert. • Holds the data in the component buffer until you save the component.

lesson 4. • Enter data on a page that includes a multi-row insert capability. FOR See PeopleTools I: Activity Guide. • Enter data on a page that does not defer processing. Slide 70 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 68 PeopleSoft Proprietary and Confidential .Explaining PeopleSoft Architecture Activity 6: Lesson 4 Explaining Data Transfer in PeopleSoft Internet Architecture In this activity. “Explaining PeopleSoft Architecture.” Activity 6: Explaining Data Transfer in PeopleSoft Internet Architecture. you will review the activity overview and: • Enter data on a page that defers processing.

• Manipulates data in the PeopleTools tables on the database. FOR Slide 71 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 69 . • Connects to the database directly or by means of an application server.Lesson 4 Explaining PeopleSoft Architecture Identifying Requirements for the Development Environment The development environment primarily consists of the PeopleSoft Application Designer and: • Is installed on the Windows client with the installation of PeopleTools.

This requires direct database connectivity. The database server manages this connection. PeopleSoft Proprietary and Confidential . There is potential for security violations. Manages all tasks. You point an ODBC connector to the database.Explaining PeopleSoft Architecture Lesson 4 Identifying Requirements for the Development Environment (continued) This diagram shows the way that the two types of development workstations fit into the architecture: Development System (2-Tier) HTML Development System (3-Tier) FOR HTML SQL INTERNAL USE ONLY! PeopleSoft Services Web Services SQL System Catalog PeopleTools Tuxedo Java Servlets Application Data Database Server Tuxedo/Jolt Jolt Web Server Application Server Two-tier and three-tier connections Slide 72 _______________________________________________________________________________________________________ Student Notes This table contrasts two-tier and three-tier connections: 70 Connection Type Communication Protocol Security Connection Management Simplicity Functionality Two-tier SQL is inefficient except when you connect to a fast local network. This can slow performance when you make multiple connections.

The database server has to manage only the connection to the application server. Does not execute PeopleSoft Data Mover commands or perform PeopleSoft Application Designer upgrades. especially over a WAN.Lesson 4 Explaining PeopleSoft Architecture Connection Type Communication Protocol Security Connection Management Simplicity Functionality Three-tier BEA Tuxedo and TCP/IP are fast. You must configure an application server. FOR INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 71 . There is less exposure to security violations. The application server manages this connection. The connection is managed by the application server.

Explaining PeopleSoft Architecture Lesson 4 Identifying Requirements for the Development Environment (continued) Unlike in previous releases of PeopleTools. developers need access to the entire PeopleSoft Internet Architecture setup to test their work as this diagram illustrates: Windows Client (3-Tier) Windows Client (2-Tier) FOR INTERNAL USE ONLY! Web Server Browser HTML HTML 4 Compatible Browser SQL Tuxedo Application Server PeopleSoft Services Web Services Java Servlets Database Server SQL System Catalog PeopleTools Application Data Tuxedo/Jolt Jolt PeopleSoft Internet Architecture Slide 73 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 72 PeopleSoft Proprietary and Confidential .

“PeopleSoft Architecture.” Activity 7: Identifying Requirements for the Development Environment. Slide 74 _______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 73 .Lesson 4 Activity 7: Explaining PeopleSoft Architecture Identifying Requirements for the Development Environment In this activity. you will review the activity overview and identify terms See PeopleTools I: Activity Guide.

FOR Slide 75 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 74 PeopleSoft Proprietary and Confidential . and application data tables. PeopleTools tables. • PeopleSoft Internet Architecture transfers data from the database to the application server where it is transformed to HTML that is assembled by the web server and presented to the user on a browser. • Development environments require either a direct ODBC connection or an application server connection to the database.Explaining PeopleSoft Architecture Lesson 4 Review In this lesson. you learned that: • A PeopleSoft database consists of three types of tables: System catalog tables.

INTERNAL USE ONLY! Slide 77 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 75 . • Read data models. • Describe relational data models.Lesson 5 Organizing Data Objectives FOR By the end of this lesson. you will be able to: • Normalize data.

• Has several standard levels of normalization. Normalization: • Can lead to complex designs. trading complexity for redundancy. The goal of normalization is to ensure that data is never entered in two places. FOR Slide 78 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 76 PeopleSoft Proprietary and Confidential . • Often requires compromise.Organizing Data Lesson 5 Normalizing Data The process of organizing data into logically related tables is called normalization.

item. line Column FOR Field. data element. attribute RDBMS terminology Slide 79 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 77 . RDBMS terminology includes multiple expressions for the same element. entry.Lesson 5 Organizing Data Describing Relational Data Models Because relational databases are used in a variety of contexts. occurrence. This table lists some of these expressions: PeopleSoft Terms Equivalent Terms Table File. set Row Record.

Organizing Data Lesson 5 Describing Relational Data Models (continued) Relational data modeling has three basic goals: • Minimize data redundancy. FOR Slide 80 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 78 PeopleSoft Proprietary and Confidential . • Maximize flexibility. • Promote efficient retrieval of data.

Diablo XYZ Corp DUP H Larsen.Mark 1776 Mt.Mark 1776 Mt. Diablo XYZ Corp PT H Larsen.Lesson 5 Organizing Data Describing Relational Data Models (continued) This is an example of non-relational data about Mark Larsen: Name Address Company Degree Skill Level Larsen.Mark 1776 Mt. Diablo XYZ Corp AAS CSA M Larsen.Mark 1776 Mt.Mark 1776 Mt. Diablo XYZ Corp MBA DBD M Larsen. Diablo XYZ Corp SQL M FOR Slide 81 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 79 .

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 80 PeopleSoft Proprietary and Confidential . • Keys play a role in both relationship types. they share the same high-level key with the parent and include at least one additional key. • There are two types of relationships: Parent/child and prompt. this is often called a foreign or candidate key. Prompts The key from the prompt table is stored in the prompting table. FOR Slide 82 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! This table defines common terms that are used in relational databases: Parent/Child The parent table stores basic information related to the high-level key. relational database models separate data into tables that are related to one another: • Key structure establishes links between tables.Organizing Data Lesson 5 Describing Relational Data Models (continued) Through normalization. Child tables use a complex key structure. In other databases. This is a form of data validation.

• Child table FOR INTERNAL USE ONLY! Slide 83 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 81 . you need to know these terms: • Search key • High level key • Prompt table • Parent table.Lesson 5 Organizing Data Describing Relational Data Models (continued) To understand table relationships in a PeopleSoft application.

T1_CUST_TBL (Prompt) Key PSU_STUDENT_TBL (Parent) Key CUSTOMER_ID DESCR DESCR_SHORT CONS LSL XYZ Cons Srvs LoneStar XYZ Consulting Services LoneStar Longhorn Cattle Co. and a child table. and child table Slide 84 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 82 PeopleSoft Proprietary and Confidential .Kitty LSL F T T INTERNAL USE ONLY! PSU_STUDENT_EXP (Child) Key Key STUDENT_ID SKILL 2001 2001 2001 2001 2001 CSA DBD DUP PT SQL PROFICIENCY M M H H M PSU_STUDENT_ED (Child) Key Key (Duplicate) STUDENT_ID DEGREE SCHOOL_CODE MAJOR 2001 2001 NC0001 MA1000 AAS MBA Business Management Business Administration Prompt table.Mark D XYZ Bechingham. a parent table.Organizing Data Lesson 5 Describing Relational Data Models (continued) This diagram shows a prompt table. parent table.Carol CONS Carson. XYZ Corporation FOR STUDENT_ID STUDENT_NAME CUSTOMER_ID EMPHASIS 2001 2003 2020 Larsen.

lesson 5.Lesson 5 Activity 8: Organizing Data Normalizing Flat Data In this activity. you will review the activity overview and normalize flat data. "Organizing Data. See PeopleTools I: Activity Guide. Slide 85 _______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 83 ." Activity 8: Normalizing Flat Data.

peoplesoft.Organizing Data Lesson 5 Reading Data Models Data models show the relationships between database tables: • A conceptual model shows entity names and relationships.com. and column names. FOR Slide 86 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! You can find data models on Customer Connection at www. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 84 PeopleSoft Proprietary and Confidential . • A physical model is more detailed and includes table names. key structure. • PeopleSoft delivers physical data models for all database applications.

Lesson 5 Organizing Data Reading Data Models (continued) This diagram shows an example of the physical data model: PSU_STUDENT_EXP T1_CUST_TBL PSU_STUDENT_TBL CUSTOMER_ID STUDENT_ID DESCR DESCRSHORT CUSTOMER_TYPE PHONE PSU_ADDRESS_SBR CONTRACT_DT TRAINING_UNITS DESCRLONG STUDENT_NAME CUSTOMER_ID EMPHASIS SAME_ADDR_CUSTOMER PSU_ADDRESS_SBR PHONE PROJECT_ROLE FOR INTERNAL USE ONLY! STUDENT_ID SKILL PROFICEINCY DATE_LAST_MAINT PSU_STUDENT_ED STUDENT_ID DEGREE SCHOOL_CODE MAJOR GPA GRADUATE_INDICATOR Physical entity relationship diagram Slide 87 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 85 .

row B has a minimum of one and a maximum of many rows (the crow’s foot means many).Organizing Data Lesson 5 Reading Data Models (continued) This table shows the four types of connection symbols: For each row A. For each row A. row B has a minimum of one and a maximum of one row. For each row A. FOR For each row A. row B has a minimum of zero and a maximum of many rows. row B has a minimum of zero and a maximum of one row. INTERNAL USE ONLY! Slide 88 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 86 PeopleSoft Proprietary and Confidential .

The following diagram shows these relationships: PSU_STUDENT_TBL PSU_STUDENT_ED STUDENT_ID STUDENT_NAME CUSTOMER_ID EMPHASIS SAME_ADDR_CUSTOMER PSU_ADDRESS_SBR PHONE PROJECT_ROLE STUDENT_ID DEGREE SCHOOL_CODE MAJOR GPA GRADUATE_INDICATOR FOR Connection between two tables INTERNAL USE ONLY! Slide 89 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 87 . from A to B. then B to A.Lesson 5 Organizing Data Reading Data Models (continued) You read the relationships both ways.

Data models: • Are included on the PeopleBooks installation CD.Organizing Data Lesson 5 Reading Data Models (continued) PeopleSoft data models are available in Visio. Slide 90 _______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 88 PeopleSoft Proprietary and Confidential . • Can be downloaded from PeopleSoft Customer Connection by product line. and PDF formats. HTML.

connecting symbols describe the relationships between tables. • In a relational data model.Lesson 5 Organizing Data Review In this lesson. you learned that: • You can normalize data by removing redundancies among tables. • A relational data model is a diagram that describes how tables in an application are related. FOR Slide 91 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 89 .

Organizing Data Lesson 5 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 90 PeopleSoft Proprietary and Confidential .

• Explain tableset sharing. • Compare validation types. you will be able to: • Describe prompt tables. • Use effective dating.Lesson 6 Validating Data Objectives FOR By the end of this lesson. INTERNAL USE ONLY! Slide 93 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 91 .

See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer.Validating Data Lesson 6 Describing Prompt Tables In a prompt table edit. This diagram shows the prompt table PSU_INSTR_TBL filling values for the Instructor field in the PSU_CRS_SESSN table. “Creating Record Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 92 PeopleSoft Proprietary and Confidential . field values can be filled or edited only from a list of values in the prompt table. It stores values that other tables can validate against. T1_CRS_SESSN T1_COURSE T1_SESSN_NBR PSU_INSTR_TBL INSTRUCTOR EFFDT EFF_STATUS DESCR BUSINESS_UNIT LAST_NAME FIRST_NAME CURR_DEV_FLAG COURSE_TYPE FACILITY PSIMAGEVER PHOTO BUSINESS_UNIT T1_START_DT END_DT T1_MAX_ENROLL INSTRUCTOR TRAINING_LOC T1_CLASSROOM FOR INTERNAL USE ONLY! Prompt table with values for the Instructor field Slide 94 _______________________________________________________________________________________________________ Student Notes Structurally. a prompt table is no different from any other application data table.

When you select from the search results. Slide 95 _______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 93 . the key value from the prompt table is written to the field.Lesson 6 Validating Data Describing Prompt Tables (continued) The Student page uses the customer table to provide valid values. the system warns you and does not allow a save. If you enter an invalid value.

• Stores data for future use. Slide 96 _______________________________________________________________________________________________________ FOR Student Notes To understand the value of effective dating.99 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 94 PeopleSoft Proprietary and Confidential . would there be a record of his being a clerk? EMPLID (Key) NAME TITLE WAGE 1724 Lake. with the following table structure you can’t make this happen.Validating Data Lesson 6 Using Effective Dating Tables containing an effective date (EFFDT) field as a key are called effective-dated tables.25 Example 3: If the product’s price changes at midnight.Bryan Clerk 10. here are a few examples of challenges in trying to maintain historical data or in noting future data changes.50 Example 2: If Syndee Edmonds were to take a leave of absence (become an inactive employee). INTERNAL USE ONLY! Example 1: If Bryan Lake were promoted to senior clerk.99 100568 Cowbell 4.87 29. PRODID (Key) DESCR COST RETAIL 100567 Tambourine 12.Syndee Associate 11.22 11. how will it be recorded? EMPLID (Key) NAME TITLE WAGE 9442 Edmonds. Effective dating: • Retains historical data.

Sydnee Associate 11.Bryan Clerk.50 9442 01/01/2004 A Edmonds.22 32.00 05/11/2002 A Lake.99 PeopleSoft Proprietary and Confidential 95 .Bryan Clerk 10.87 29. Sr.99 100568 11/01/2002 A Mousepad 5.Sydnee Associate 11.25 1724 Notice the EFFDT field in the Product table: PRODID (Key) EFFDT (Key) EFF_STATUS DESCR COST RETAIL 100567 11/01/2002 A Backpack 13.Lesson 6 Validating Data Using Effective Dating (continued) These altered table structures solve the challenges: EMPLOYEE PRODUCT EMPLID (key) PRODID(key) EFFDT (key) EFFDT (key) EFF_STATUS EFF_STATUS NAME DESCR FOR TITLE COST WAGE RETAIL Slide 97 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! These examples allow for the necessary changes: Notice the EFFDT field in the Employee table: EMPLID (Key) EFFDT(Key) EFF_STATUS NAME TITLE WAGE 1724 08/15/2002 A Lake. 12.99 100567 12/01/2000 A Backpack 12.22 11.Sydnee Associate 11.03 12.49 100568 12/01/2000 A Mousepad 4.25 9442 11/28/1996 A Edmonds.25 9442 06/01/2002 I Edmonds.

but is not in the future. The effective date is the closest to today.Validating Data Lesson 6 Using Effective Dating (continued) Effective-dated tables include three types of rows: • Future • Current • History FOR Slide 98 _______________________________________________________________________________________________________ Student Notes This table defines terms that are used in effective dating: Future Current History INTERNAL USE ONLY! The effective date is greater than the current system date. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 96 PeopleSoft Proprietary and Confidential . The effective date is less than the current effective date.

Sydnee Associate 11. only the current and future rows are available to the user. as shown in this table: EMPLID EFFDT EFF_STATUS NAME TITLE WAGE 9442 01/01/2005 A Edmonds.25 • Use Update/Display to edit data that is subordinate to an existing search key. you use Add to create a new search key value: EMPLID EFFDT EFF_STATUS NAME TITLE WAGE 9442 11/28/1996 A Edmonds. You can update the future rows and you can insert any row with an EFFDT greater than the current row.Sydnee Associate 11. as shown in this table: EMPLID EFFDT EFF_STATUS NAME TITLE WAGE 9442 01/01/2005 A Edmonds.25 PeopleSoft Proprietary and Confidential 97 .25 9442 11/28/1996 A Edmonds.Sydnee Associate 11.Sydnee Associate 11.25 9442 06/01/2002 I Edmonds. including inserting rows.25 In Update/Display mode.25 9442 06/01/2002 I Edmonds.Lesson 6 Validating Data Using Effective Dating (continued) When entering rows into effective-dated tables. as shown in this table: EMPLID EFFDT EFF_STATUS NAME TITLE WAGE 9442 01/01/2005 A Edmonds.Sydnee Associate 11.25 • Use Correct History to view and edit data regardless of effective date.Sydnee Associate 11. • Use Include History to view (but not change) historical data. you have four action choices: • Add • Update/Display • Include History • Correct History FOR Slide 99 _______________________________________________________________________________________________________ Student Notes • INTERNAL USE ONLY! As you do with any other table.Sydnee Associate 11.

25 9442 11/28/1996 A Edmonds.Validating Data Lesson 6 9442 06/01/2002 I Edmonds.Sydnee Associate 11.Sydnee Associate 11.25 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 98 PeopleSoft Proprietary and Confidential .

current. future New effective date greater than the current row Future only Include History History. future Any effective date All rows FOR Slide 100 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 99 . current. future New effective date greater than the current row Future only Correct History History.Lesson 6 Validating Data Using Effective Dating (continued) This table summarizes each action mode: Action Can View Can Insert Can Update Add NA New high-level key NA Update/Display Current.

• When prompting to tables that are effective dated. The current effective date for a given highlevel key is displayed. All effective-dated pages follow these rules: • All rows are categorized as history. only current. • When you insert a new row. or future.Validating Data Lesson 6 Using Effective Dating (continued) Entering data into effective-dated pages is unique. current. FOR Slide 101 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 100 PeopleSoft Proprietary and Confidential . data for all fields is copied from the current row. Even though all the data resides on a single table. the page contains two levels. This design enables you to enter multiple effective dates for each high-level key. active values are available.

active rows retrievable FOR INTERNAL USE ONLY! Effective date No effective date All rows retrievable.Lesson 6 Validating Data Using Effective Dating (continued) When a field on a page prompts against an effective-dated table. current. only current. displays the first 300 rows Slide 102 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 101 . as described in this table: Table Writing To Prompt Table Behavior No effective date No effective date All rows retrievable. displays the first 300 rows No effective date Effective date Rows categorized against the system date. active choices appear. current. There are four possible combinations to consider. active rows retrievable Effective date Effective date Rows categorized by effective date.

The MGR column uses values from the Personal Data table. FOR INTERNAL USE ONLY! MGR field prompting to the EMPLID field Slide 103 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 102 PeopleSoft Proprietary and Confidential . Consider the following row for the Department table.Validating Data Lesson 6 Using Effective Dating (continued) This example shows both tables as effective-dated tables.

you will review the activity overview and: • Use effective-dated tables. “Validating Data. FOR Slide 104 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 103 . See PeopleTools I: Activity Guide. • Use prompt tables.Lesson 6 Activity 9: Validating Data Using Effective Dating In this activity.” Activity 9: Using Effective Dating. lesson 6.

• The Yes/No prompt. Slide 105 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 104 PeopleSoft Proprietary and Confidential .Validating Data Lesson 6 Comparing Validation Types In addition to prompt tables. there are other types of validation: • The translate table (PSXLATITEM) prompt.

“Creating Record Definitions” PeopleSoft Proprietary and Confidential 105 . However. This is a summary of prompt and translate table characteristics: Prompt Table Translate Table Developers determine table structure. the fields they represent differ visually. Slide 106 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes The Personal Details page shows every type of prompt: Page Name Navigation Personal Details Students. Personal Information Personal Details page See Also PeopleTools 8. PeopleSoft developers determines table structure. FOR Users can access from any field configured to prompt. Users see a list of descriptions or radio buttons.44 PeopleBook: PeopleSoft Application Designer.Lesson 6 Validating Data Comparing Validation Types (continued) Prompt and translate tables provide values for the users to select. Values are tied to a specific field. Developers maintain values. Users are taken to a search page to select a value. Users can maintain values.

Users can select a value with two clicks instead of using the search page. Use when prompt values change often. The lookup page can show up to 300 lines and can be filtered with search criteria. This table is cached for quick access. Use when there is a short list. Caching This table is not cached. Data structure Use when more than a description has to be associated with the highlevel key. Use when all you need is a description of the value. 30 or fewer. Use when the list of choices is relatively static. Maintenance FOR INTERNAL USE ONLY! Slide 107 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 106 PeopleSoft Proprietary and Confidential .Validating Data Lesson 6 Comparing Validation Types (continued) Using the translate table for prompts can enhance usability. The developer enters values as a property of the field definition. This table shows considerations for when to use prompt table edit and when to use translate table edit: Consideration Prompt Table Edit Translate Table Edit Number of choices Use when there are many choices. users can maintain values. The prompt table is accessible to the users who have security access.

“Validating Data.Lesson 6 Activity 10: Validating Data Viewing and Entering Prompt Values in this activity. Slide 108 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 107 . you will review the activity overview and view and enter prompt values. lesson 6.” Activity 10: Viewing and Entering Prompt Values. See PeopleTools I: Activity Guide.

INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 108 PeopleSoft Proprietary and Confidential . you will find these fields in many tables. a large percentage of the tables are keyed with one of two fields: • Business Unit • SetID Slide 109 ______________________________________________________________________________________________________ Student Notes FOR In HCM applications. although Business Unit is not necessarily a high-level key. In PeopleSoft applications.Validating Data Lesson 6 Explaining Tableset Sharing Use tableset sharing to filter prompt table choices based on business rules.

This diagram shows prompt values that have been limited by location: Location Prompt (USA) Atlanta Boston New York San Francisco FOR Atlanta Boston Copenhagen Mexico City New York Paris San Francisco Tokyo INTERNAL USE ONLY! Location Prompt (International) Location Prompt Table Copenhagen Mexico City Paris Tokyo Prompt values limited by location Slide 110 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 109 . and other organizational lines. reporting structure.Lesson 6 Validating Data Explaining Tableset Sharing (continued) Many PeopleSoft applications include prebuilt tableset sharing that filters results by product line. department. region.

Slide 111 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 110 PeopleSoft Proprietary and Confidential . lesson 6.” Activity 11: Determining Validation Strategies. You will determine what data validation strategy to use for a number of prompts. you will review the activity overview and examine a data model of the application that you will build in class. based on the five strategies introduced in this lesson: • Prompt table edits • Effective-dated tables • Translate table prompts • Yes/No edits • Tableset sharing prompts FOR INTERNAL USE ONLY! See PeopleTools I: Activity Guide.Validating Data Activity 11: Lesson 6 Determining Validation Strategies In this activity. “Validating Data.

• PeopleSoft applications are delivered with multiple types of validation. and future data. FOR Slide 112 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 111 . you learned that: • Prompt tables are master lists of data that you can use to constrain data that you enter in a field. current.Lesson 6 Validating Data Review In this lesson. • Effective-dating logic divides data into historical. • Tableset sharing allows you to use business rules to constrain data that a user can access.

Validating Data Lesson 6 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 112 PeopleSoft Proprietary and Confidential .

Slide 114 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 113 . you will be able to: INTERNAL USE ONLY! • Describe the PeopleSoft application development process. • Organize definitions in a project. • Describe the PeopleSoft Application Designer Interface.Lesson 7 Developing Applications by Using the Eight Steps FOR Objectives By the end of this lesson.

Developing Applications by Using the Eight Steps Lesson 7 Describing the PeopleSoft Application Development Process In PeopleSoft environments. application development requires four phases: Test Plan Test Application FOR Design Application Register Components INTERNAL USE ONLY! Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Application development phases Slide 115 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 114 PeopleSoft Proprietary and Confidential .

5. Define components. 3. 7. Build tables. Define fields. 8. 1. 4. Register components. 2. Define pages. Test the application. 6.Lesson 7 Developing Applications by Using the Eight Steps Describing the PeopleSoft Application Development Process (continued) You divide the four phases into the eight steps of application development. FOR Slide 116 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 115 . Define records. Plan the application.

Developing Applications by Using the Eight Steps Lesson 7 Describing the PeopleSoft Application Development Process (continued) The eight-step process affects every layer of tables. Define New Fields 3. Test the Application System Catalog PeopleTools FOR Application Data INTERNAL USE ONLY! Database Server Tables affected by each development step Slide 117 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 116 PeopleSoft Proprietary and Confidential . Create the Record Definition 4. Build the SQL Table 5. Define the Component 7. Register Component 8. 1. Design the Application 2. Create the Page Definition 6.

Lesson 7 Developing Applications by Using the Eight Steps Describing the PeopleSoft Application Designer Interface The following diagram shows how the PeopleSoft Application Designer enters data into PeopleTools tables: Development Workstation Database System Catalog FOR Definitions PeopleTools Build Tables Application Data INTERNAL USE ONLY! PeopleTools tables Slide 118 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 117 .

Use the PeopleSoft Application Designer to create and maintain definitions.Developing Applications by Using the Eight Steps Lesson 7 Describing the PeopleSoft Application Designer Interface (continued) Pages comprise several definition types. Slide 119 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 118 PeopleSoft Proprietary and Confidential .

lesson 7. See PeopleTools I: Activity Guide. • Use the PeopleSoft Application Designer to examine page elements. you will review the activity overview and: • Use the browser to examine a page. FOR Slide 120 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 119 . “Developing Applications by Using the Eight Steps.” Activity 12: Using the PeopleSoft Application Designer.Lesson 7 Activity 12: Developing Applications by Using the Eight Steps Using the PeopleSoft Application Designer In this activity.

Developing Applications by Using the Eight Steps Lesson 7 Organizing Definitions in a Project A project is a container that holds references to many definitions. • Streamline the migration of definitions from one database to another during the upgrade process. FOR INTERNAL USE ONLY! Slide 121 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 120 PeopleSoft Proprietary and Confidential . • Coordinate the work of several developers who are working on the same application. • Simplify access to definitions during development. • Organize definitions to promote them from development to production. Use projects to: • Group definitions into logical areas. • Better understand the relationships between definitions.

Current Definition into Project if the definition is open and active. • Press the F7 key to insert a definition that is open and active. FOR Slide 122 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 121 . Definition into Project if the definition is not open.Lesson 7 Developing Applications by Using the Eight Steps Organizing Definitions in a Project (continued) You can insert definitions into a project in multiple ways: • Select Insert. • Select Insert. • Press CTRL+F7 to insert a definition that is not open.

Options INTERNAL USE ONLY! Tools. Slide 123 ______________________________________________________________________________________________________ Student Notes Use the following navigation path in the Application Designer to access this page: Dialog Box Name Options FOR Navigation Tools. you must set a few tools options.Developing Applications by Using the Eight Steps Lesson 7 Organizing Definitions in a Project (continued) You can automatically include definitions that you create or alter in the project that you have open. Options Select the Validate tab. Options Select the Project tab. • Use the Options dialog box to set project preferences: Options dialog box • 122 Use the Options dialog box to set project spell checking preferences: PeopleSoft Proprietary and Confidential .

44 PeopleBook: PeopleSoft Application Designer. “Working with Projects” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 123 .Lesson 7 Developing Applications by Using the Eight Steps FOR INTERNAL USE ONLY! Options dialog box See Also PeopleTools 8.

3.Developing Applications by Using the Eight Steps Lesson 7 Organizing Definitions in a Project (continued) You create a project the same way that you create any definition in the Application Designer: 1. Select Project from the dialog box. FOR Slide 124 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 124 PeopleSoft Proprietary and Confidential . New. 2. Select File. Save As. Select File.

INTERNAL USE ONLY! Slide 125 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 125 .” Activity 13: to Organizing Definitions into Projects. you will review the activity overview and: • Open an existing project. FOR See PeopleTools I: Activity Guide. • Create a new project. lesson 7 “Developing Applications by Using the Eight Steps. • Insert definitions into a project. • Set project options.Lesson 7 Activity 13: Developing Applications by Using the Eight Steps Organizing Definitions in a Project In this activity.

• You organize definitions into projects to assist you when you upgrade the definitions. you learned that: • To create a PeopleSoft application.Developing Applications by Using the Eight Steps Lesson 7 Review In this lesson. FOR Slide 126 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 126 PeopleSoft Proprietary and Confidential . use the eight steps of application development. • The PeopleSoft Application Designer is the primary tool for developing PeopleSoft applications.

• Describe the training application.Lesson 8 Designing the Application Objectives FOR By the end of this lesson. you will be able to: • Plan the application. • Determine functional specifications. • Determine technical specifications. INTERNAL USE ONLY! Slide 128 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 127 .

which this diagram illustrates: Test Plan FOR Test Application Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design The relative importance of the design phase Slide 129 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 128 PeopleSoft Proprietary and Confidential . is the first stage of application development.Designing the Application Lesson 8 Planning the Application Designing the application or the planning phase.

FOR Slide 130 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 129 . • Time. consider your goals to include: • Resource allocation. • Cost constraints. • Contingency planning.Lesson 8 Designing the Application Planning the Application (continued) In designing the application.

Slide 131 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 130 PeopleSoft Proprietary and Confidential . “Designing the Application. you will review the activity overview and choose the participants of the design phase.” Activity 14: Choosing Design Participants.Designing the Application Activity 14: Lesson 8 Choosing Design Participants In this activity. See PeopleTools I: Activity Guide. lesson 8.

FOR Slide 132 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 131 . functional design. Complete specifications are: • Well planned. • Written by people with a variety of backgrounds. • Sufficiently detailed with regard to table relationships. and so on.Lesson 8 Designing the Application Determining Functional Specifications A set of functional specifications is likely your starting point for development.

• PeopleTools version. FOR INTERNAL USE ONLY! Slide 133 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 132 PeopleSoft Proprietary and Confidential . • Application version. • Name of the curriculum developer (an instructor).Designing the Application Lesson 8 Determining Functional Specifications (continued) PSU Training requires a list of its courses. • Course type (such as PeopleTools or HRMS). • Course length. • Number of training units. • On-site status. • Course description. Each course must include: • Course code.

“Designing the Application. you will review the activity overview and ask questions about creating specifications. See PeopleTools I: Activity Guide.Lesson 8 Activity 15: Designing the Application Determining Functional Specifications In this activity. Slide 134 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 133 .” Activity 15: Creating Functional Specifications. lesson 8.

Slide 135 ______________________________________________________________________________________________________ FOR Student Notes These specifications identify the field definitions: Name Type Length Label (Long/Short) Format Translate Exists T1_COURSE Char 6 Course Code / Course Upper N N EFFDT Date 10 Effective Date / Eff Date N/A N Y EFF_STATUS Char 1 Status as of Effective Date / Status Upper Y Y DESCR Char 30 Course Title / Title Mixed N Y COURSE_TYPE Char 4 Course Type / Type Upper Y Y T1_LENGTH_DAYS Num 2.1 Length (Days) / Length N/A N N T1_UNITS Num 2. • Record definitions.1 Training Units / Units N/A N N T1_ONSITE Char 1 Available at Customer Site / On Site Upper N N INSTRUCTOR Char 4 Curriculum Developer / CD Upper N Y T1_APP_REL Char 4 Application Release / App Release Upper Y N T1_TOOLS_REL Char 4 PeopleTools Release / Tools Release Upper Y N INTERNAL USE ONLY! These specifications identify the record definition. T1_COURSE_TBL: 134 Name Key Srch List Req Edit Prompt Table Default T1_COURSE Key Y Y Y N/A N/A N/A EFFDT Key N N Y N/A N/A %Date EFF_STATUS N N N N XLAT N/A A DESCR Alt N Y Y N/A N/A N/A COURSE_TYPE N N N Y XLAT N/A V PeopleSoft Proprietary and Confidential .Designing the Application Lesson 8 Determining Technical Specifications The technical specifications identify: • Field definitions.

Lesson 8 Designing the Application T1_LENGTH_DAYS N N N N N/A N/A N/A T1_UNITS N N N N N/A N/A N/A T1_ONSITE N N N Y Y/N N/A Y INSTRUCTOR N N N N Prompt PSU_INSTR_TBL N/A T1_APP_REL N N N Y XLAT N/A 8.40 These specifications identify a page definition. T1_COURSE: FOR INTERNAL USE ONLY! Course Details page These specifications identify a component definition.80 T1_TOOLS_REL N N N Y XLAT N/A 8. T1_COURSE: Element Value Pages T1_COURSE Item labels Course Details Search record T1_COURSE_TBL Actions Add Update/Display Update/Display All (Include History) Correction (Correct History) Default search mode Advanced Default search action Update/Display Toolbar buttons Save Return to List Next in List Previous in List Add Update/Display PeopleSoft Proprietary and Confidential 135 .

Designing the Application

Lesson 8

Update/Display All (Include History)
Correction (Correct History)

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Lesson 8

Designing the Application

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

Who can access the pages in the component.

How the component appears in navigation.

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Designing the Application

Lesson 8

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

The production schedule for this class.

The application data model.

FOR

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Lesson 8

Designing the Application

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

Course and Course Materials.

Course Session and Course Enrollment.

Course Databases.

Course Evaluation.

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

Description

Due Date

Course and Course Materials

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

Day 3

Course Sessions and Course
Enrollment

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

Day 4

Course Databases

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

Day 4

Course Evaluation

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

Day 5

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Designing the Application

Lesson 8

Review
In this lesson, you learned that:

Planning an application is the most important phase of development.

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

You use the functional specifications to create technical specifications.

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

FOR

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Lesson 9

Defining Fields
Objectives

FOR

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

Discuss fields in PeopleSoft applications.

Identify field definition types and properties.

Create field definitions.

Assign translate values.

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Defining Fields

Lesson 9

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

Test

Plan

FOR
Test
Application

Design
Application

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Register
Components

Define
Components

User Interface

Define
Fields

Define
Records

Define
Pages

Build
Tables

Data Design

Define field step of application development
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Lesson 9

Defining Fields

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

DESCR

DESCR_SHORT

CONS

Consulting Services

Cons Srvs

LSL

Lone Star Longhorn Cattle Company

Lone Star

XYZ

XYZ Corporation

XYZ Corp

Customer data

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Defining Fields

Lesson 9

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

FOR

CUSTOMER_ID

DESCR

DESCR_SHORT

CONS
LSL
XYZ

Consulting Services
LoneStar Longhorn Cattle Co.
XYZ Corporation

Cons Srvs
LoneStar
XYZ

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STUDENT_NAME

CUSTOMER_ID

EMPHASIS

2001
2003

Larsen,Mark D
Bechingham,Carol

XYZ
CONS

F
T

2020

Carson,Kitty

LSL

T

The CUSTOMER_ID field definitions used in different tables

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Lesson 9

Defining Fields

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

Char (character).

Long (long character).

Nbr (number).

Sign (signed number).

Dt (date).

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See PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer, “Creating Field
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• Iref (image reference). • DtTm (datetime). • Att (attachment). • Img (image). FOR Slide 146 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 146 PeopleSoft Proprietary and Confidential .Defining Fields Lesson 9 Identifying Field Definition Types and Properties (continued) The PeopleSoft environment also supports these field types: • Tm (time).

• Label options. FOR Slide 147 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 147 . • Length. • Type. • Translate values.Lesson 9 Defining Fields Identifying Field Definition Types and Properties (continued) Field properties include: • Name.

Open INTERNAL USE ONLY! Select Field from the Definition drop-down list box COMMENTS (long character field) File. field definitions are stored in PeopleTools tables. use the following navigation paths to access these definitions: Definition Name FOR INSTRUCTOR (character field) Navigation File. Slide 148 ______________________________________________________________________________________________________ Student Notes In the PeopleSoft Application Designer. Open Select Field from the Definition drop-down list box ADD_DT (date field) File. Open Select Field from the Definition drop-down list box ACTIONS (number field) File. You create and configure fields with the PeopleSoft Application Designer.Defining Fields Lesson 9 Identifying Field Definition Types and Properties (continued) As with all PeopleSoft definitions. Open Select Field from the Definition drop-down list box An example of a character field type is the INSTRUCTOR field: 148 PeopleSoft Proprietary and Confidential .

Lesson 9 Defining Fields FOR A character field type INTERNAL USE ONLY! An example of a long character field type is the COMMENTS field: A long character field type An example of a date field type is the ADD_DT field: PeopleSoft Proprietary and Confidential 149 .

Defining Fields Lesson 9 FOR A date field type INTERNAL USE ONLY! An example of a number field type is the ACTIONS field: A number field definition 150 PeopleSoft Proprietary and Confidential .

Examples include: • EFFDT • EFF_STATUS • DESCR • DATE FOR Slide 149 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 151 .Lesson 9 Defining Fields Identifying Field Definition Types and Properties (continued) Many field definitions come delivered by PeopleSoft.

” Activity 16: Examining Field Definitions. lesson 9. See PeopleTools I: Activity Guide.Defining Fields Activity 16: Lesson 9 Examining Field Definitions In this activity. Slide 150 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 152 PeopleSoft Proprietary and Confidential . “Defining Fields. you will read the activity overview and examine PeopleSoft field definitions.

Lesson 9 Defining Fields Creating Field Definitions This section discusses the basics of creating fields in the Course application: • A review of the PSU_COURSE technical specifications. Slide 151 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 153 . • Steps to creating field definitions.

Slide 152 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 154 PeopleSoft Proprietary and Confidential . and a short name. a long name. New. Select File.Defining Fields Lesson 9 Creating Field Definitions (continued) To create field definitions. 8. Configure the properties that are appropriate for the field type. FOR 5. Enter a unique name. 4. and click the OK button. 3. Save. Select Field from the list in the New Definition dialog box. Click the OK button. Select the field type. INTERNAL USE ONLY! 7. perform these steps in the PeopleSoft Application Designer: 1. Enter a label ID. 6. 2. Select File.

you will read the activity overview and 1. Enter new field labels. “Defining Fields. See PeopleTools I: Activity Guide. 2. Create new field definitions. FOR Slide 153 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 155 .” Activity 17: Creating Field Definitions for the Course Application.Lesson 9 Activity 17: Defining Fields Creating Field Definitions for the Course Application In this activity. lesson 9.

Defining Fields Lesson 9 Assigning Translate Values Values stored in the translate table are tied to specific field definitions. • Entering translate values into appropriate fields. In this section you will review the translate table and discuss: • Expanding the technical specifications to include translate values. Slide 154 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 156 PeopleSoft Proprietary and Confidential .

• The only values that you require are labels that identify the content. • The values do not change often. FOR Slide 155 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 157 . It is best to use translate values when: • The values are specific to one field and are not to be shared by any other fields.Lesson 9 Defining Fields Assigning Translate Values (continued) Translate values are assigned directly to field definitions and stored in the table PSXLATITEM.

40 8.40 8.40 844 8. including the translate values that must be in place for each field definition that uses them.00 8.44 PeopleSoft Proprietary and Confidential .30 840 8.00 8. These rows show existing definitions: Field Name Values Long Name Short Name EFF_STATUS A Active Active I Inactive Inactive D Distribution Distrib E Enterprise Performance Mgmt EPM F Financials Financials H Human Resources HRMS M Manufacturing Manuf S Student Administration Stud Admin T Technical Tech V Customer Relationship Mgmt CRM X Multiple Multi COURSE_TYPE These two rows show new definitions.40 NA Not Applicable N/A T1_TOOLS_REL 158 800 8. Field Name Values Long Name Short Name T1_APP_REL 800 8.00 830 8.Defining Fields Lesson 9 Assigning Translate Values (continued) The four fields identified to have translate values in the technical specifications are: • EFF_STATUS • COURSE_TYPE • T1_APP_REL • T1_TOOLS_REL FOR Slide 156 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! This table extends your technical specification.18 840 8.18 8.44 8.00 818 8.30 8.

Open the appropriate field. Definition Properties.Lesson 9 Defining Fields Assigning Translate Values (continued) To enter translate values for a field. Select File. 6. long name. Select the Translate Values tab. 4. FOR 5. Click the Add button. INTERNAL USE ONLY! 7. Save the field. Click the OK button. 3. Enter the name. 2. and short name. perform these steps: 1. Slide 157 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 159 . effective date.

Defining Fields Activity 18: Lesson 9 Creating Translate Values In this activity. • Add translate values to the tools release field. lesson 9. “Defining Fields. FOR Slide 158 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 160 PeopleSoft Proprietary and Confidential .” Activity 18: Creating Translate Values. See PeopleTools I: Activity Guide. you will read the activity overview and: • Add translate values to the application release field.

” Activity 19: Creating Field Definitions. lesson 9.Lesson 9 Activity 19: Defining Fields Creating Field Definitions In this activity. Slide 159 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 161 . “Defining Fields. See PeopleTools I: Activity Guide. you will read the activity overview and create field definitions for the T1_COURSE_MATL table.

date. and provide a unique name. FOR Slide 160 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 162 PeopleSoft Proprietary and Confidential . enter values for labels. • To create field definitions you must choose a data type. number. you learned that: • Fields are stand-alone.Defining Fields Lesson 9 Review In this lesson. time. • Translate values are associated with specific fields. • You can create a variety of field types such as character. and long character fields. reusable definitions.

you will be able to: • Explain record definitions. • Configure record field edits properties. • Access record definition displays.Lesson 10 Creating Record Definitions Objectives FOR By the end of this lesson. INTERNAL USE ONLY! Slide 162 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 163 . • Configure record field use properties. • Create a record definition. • Configure record definition properties.

Creating Record Definitions Lesson 10 Explaining Record Definitions Once the field definitions are in place. as this chart shows: Test Plan Test Application FOR Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Data Design Build Tables Defining records in the data design phase of application development Slide 163 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 164 PeopleSoft Proprietary and Confidential . you organize them into record definitions.

Creating record definitions is step 3.Lesson 10 Creating Record Definitions Explaining Record Definitions (continued) The data design phase consists of steps 2 through 4 of the application design process. This diagram shows the relationship between the definitions: FOR INTERNAL USE ONLY! Data design phase of application development Slide 164 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 165 .

Open Select Record from the Definition drop-down list box.Creating Record Definitions Lesson 10 Accessing Record Definition Displays Record definitions include properties for: • Individual field definitions • Each field in the record definition • PeopleCode assigned to events with specific fields • The record definition as a whole FOR Slide 165 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the following navigation path to access this definition in the PeopleSoft Application Designer: Definition Name Navigation PSU_STUDENT_TBL File. PSU_STUDENT_TBL record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 166 PeopleSoft Proprietary and Confidential .

you see the Field Display view: • The display buttons on the toolbar allow access to different views. Slide 166 ______________________________________________________________________________________________________ FOR Student Notes You can use the display buttons to access a summary of record field properties: INTERNAL USE ONLY! Display buttons for a record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 167 . • You can also use the View menu to see different record displays.Lesson 10 Creating Record Definitions Accessing Record Definition Displays (continued) When you open a record definition.

• The PeopleCode Display view shows which fields in the record definition have PeopleCode associated with them. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 168 PeopleSoft Proprietary and Confidential . FOR INTERNAL USE ONLY! Slide 167 ______________________________________________________________________________________________________ Student Notes Field display values are global attributes. • The Use Display view shows record field properties that pertain to key structure and default values. Other display properties are local to the record definition.Creating Record Definitions Lesson 10 Accessing Record Definitions Displays (continued) There are four views: • The Fields Display view shows field properties of the record definition. • The Edits Display view shows how fields in the record definition prompt for data validation.

lesson 10. “Creating Record Definitions. you will read the activity overview and access PeopleSoft field definitions. See PeopleTools I: Activity Guide.Lesson 10 Activity 20: Creating Record Definitions Accessing Record Definitions Displays In this activity. Slide 168 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 169 .” Activity 20: Accessing Record Definitions Displays.

You access these properties through the record definition by right-clicking the field. You cannot change these properties in the record definition.Creating Record Definitions Lesson 10 Configuring Record Definition Properties The Fields Display view shows a summary of field definition properties. Slide 169 ______________________________________________________________________________________________________ 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! Pop-up menu showing View Field Properties menu item ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 170 PeopleSoft Proprietary and Confidential .

Open Select Record from the drop-down list box. • Select the General tab in the Record Properties dialog box to view general record properties: PeopleSoft Proprietary and Confidential 171 .Lesson 10 Creating Record Definitions Configuring Record Definition Properties (continued) Record properties apply to the record as an entity. Record properties include: • Documentation • Record relationships • Audit information • Auto update information FOR Slide 170 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the following navigation path to access this page: Dialog Box Name Navigation Record Properties File.

Creating Record Definitions Lesson 10 FOR INTERNAL USE ONLY! General tab in the Record Properties dialog box • 172 Select the Use tab in the Record Properties dialog box to view information about record relationships and audits: PeopleSoft Proprietary and Confidential .

Lesson 10 Creating Record Definitions FOR INTERNAL USE ONLY! Use tab in the Record Properties dialog box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 173 .

See PeopleTools I: Activity Guide. lesson 10. “Creating Record Definitions.Creating Record Definitions Activity 21: Lesson 10 Examining Record Definition Properties In this activity.” Activity 21: Examining Record Definition Properties. FOR Slide 171 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 174 PeopleSoft Proprietary and Confidential . • Examine record properties. you will review the activity overview and: • Examine field definition properties.

in order of importance. • If a record definition uses effective dating. the following rules pertain to key structure: • Typically. in any order. then by fields that are not keys.Lesson 10 Creating Record Definitions Configuring Record Field Use Properties In PeopleSoft record definitions. • Alternate search key fields can appear anywhere among regular fields. the EFFDT field must be a key field in descending order. • If a record definition is acting like a child. They do not need to be grouped. and alternate search key fields are mutually exclusive. • Key fields are followed by duplicate order keys. it must include the same key values as its parent. duplicate order key. and at least one more key. FOR INTERNAL USE ONLY! Slide 172 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 175 . every record definition must include at least one key field. in the same order. • Key.

Select Record from the Definition drop down list box. Definition Name PSU_STUDENT_TBL FOR Navigation File. Open. Slide 173 ______________________________________________________________________________________________________ Student Notes Key fields precede non-key fields in a record definition. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 176 PeopleSoft Proprietary and Confidential . You should place all long character fields and image fields as the last field in the record definition. INTERNAL USE ONLY! The key structure of the PSU_STUDENT_TBL record definition Note.Creating Record Definitions Lesson 10 Configuring Record Field Use Properties (continued) The Use Display view shows that the PSU_STUDENT_TBL record definition has a simple key structure. with a single key field: STUDENT_ID.

The first configuration option on the Use tab is Keys. • Alternate search key. Fields can be one of three types of key field options: • Key. but not as a key in the table structure. 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. See Also PeopleTools 8. These are mutually exclusive properties. FOR Slide 174 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! You have many options to choose for key structure: Key options in the Record Field Properties dialog box A Field can be designated a key. • Search key. “Creating Record Definitions” PeopleSoft Proprietary and Confidential 177 .Lesson 10 Creating Record Definitions Configuring Record Field Use Properties (continued) If you double-click the STUDENT_ID field. duplicate order key or alternate search key. the Record Field Properties dialog box appears.44 PeopleBook: PeopleSoft Application Designer. An index is generated for alternate search keys. A key may be designated a search key.

Creating Record Definitions Lesson 10 Configuring Record Field Use Properties (continued) You build the search page by using the search key options. Slide 175 ______________________________________________________________________________________________________ FOR Student Notes Notice the search properties of the PSU_STUDENT_TBL record definition: INTERNAL USE ONLY! The Use view showing search options In this example. A field is available as a search option when: • A field is a key and a search key. the PSU_STUDENT_TBL record definition builds the Personal Information search page: 178 PeopleSoft Proprietary and Confidential . • A field is an alternate search key.

Lesson 10 Creating Record Definitions FOR INTERNAL USE ONLY! Personal Information search page ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 179 .

many field definitions have multiple label IDs. • Every field definition must have at least one label ID. you enter the label ID. • Configure each record field with the appropriate label ID. Keep these points about label IDs in mind: • Every label ID has a long name and a short name associated with it.Creating Record Definitions Lesson 10 Configuring Record Field Use Properties (continued) When you create field definitions. FOR Slide 176 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Record Field label ID to select a specific label from all of the labels associated with the field: Record Field label ID drop-down list box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 180 PeopleSoft Proprietary and Confidential . • The default setting is ***Use Default Label***.

Enter values for: • Fields that use a check box (normally Y/N edits). • Effective date fields. enter the value in the record field properties. • Any fields that appear as radio buttons (normally translate edit fields). FOR INTERNAL USE ONLY! Slide 177 ______________________________________________________________________________________________________ Student Notes Use the Default Value dialog box to enter a default associated with the field: Default Value dialog box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 181 . • Fields that validate against the translate table. normally as active (A).Lesson 10 Creating Record Definitions Configuring Record Field Use Properties (continued) If you want new data rows to include default values for some fields. usually with the system variable %date. • Effective status fields.

Slide 178 ______________________________________________________________________________________________________ Student Notes Use the Default Page Control drop-down list box to select a page control to be displayed when this field is placed on a page definition: FOR INTERNAL USE ONLY! Default Page Control drop-down list box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 182 PeopleSoft Proprietary and Confidential .Creating Record Definitions Lesson 10 Configuring Record Field Use Properties (continued) The page control that you assigned in the Record Field Properties dialog box determines how the field appears when you develop the page definition.

Lesson 10 Creating Record Definitions Configuring Record Field Use Properties (continued) You can select any page control from the Default Page Control list box. however. many controls might not be appropriate. This table shows examples of optional page controls: Characteristic System Default Optional Page Controls Translate table edit Drop-down list box Radio buttons Edit box (with prompt button) Check box (if only two values) Prompt table edit Yes/No edit FOR Edit box (with prompt button) Drop-down list box Check box Drop-down list box Slide 179 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 183 .

you will review the activity overview and: 1. Examine search options. lesson 10. 2. “Creating Record Definitions. FOR See PeopleTools I: Activity Guide. INTERNAL USE ONLY! Slide 180 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 184 PeopleSoft Proprietary and Confidential . Examine combinations of key values. 3.” Activity 22: Configuring Record Field Use Properties. Examine label ID settings.Creating Record Definitions Activity 22 Lesson 10 Configuring Record Field Use Properties In this activity. Examine default values. 4.

• Selecting a Translate table edit. You can validate a record field by: • Selecting the Required check box. • Selecting a Prompt table with no edit. • Selecting a Yes/No table edit. • Selecting a Prompt table edit.Lesson 10 Creating Record Definitions Configuring Record Field Edits Properties You configure data validation on the Edits tab of the Record Field Properties dialog box. FOR INTERNAL USE ONLY! Slide 181 ______________________________________________________________________________________________________ Student Notes The Edits view shows an overview of the record field edits properties for fields in the record definition: Edits view of the PSU_STUDENT_TBL record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 185 .

Double click the field.Creating Record Definitions Lesson 10 Configuring Record Field Edits Properties (continued) The Required record field property on the Edits tab determines whether a field must include data to save a row. Select the Edits tab. • Check boxes. 186 PeopleSoft Proprietary and Confidential . At a minimum. • Radio buttons. mark the following as required: • Key fields. Open Select Record from the Definition field. • Alternate search key fields. FOR Slide 182 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Edits tab to determine various types of validation: Definition Name CURR_DEV_FLAG Navigation File. Edits properties Marking a field as required displays an asterisk on the page in the browser.

Lesson 10 Creating Record Definitions Configuring Record Field Edits Properties (continued) To validate field values against a table: 1. Select the type of table validation values. 2. Slide 183 ______________________________________________________________________________________________________ FOR Student Notes Use the Edit Type drop-down list box to select a table validation: INTERNAL USE ONLY! Edit Type drop-down list box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 187 . Select Table Edit in the Record Field Properties dialog box.

Creating Record Definitions Lesson 10 Configuring Record Field Edits Properties (continued) There are four table edit types: • Prompt table edit. FOR Slide 184 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! The PSU_STUDENT_TBL record definition shows three of the four edit types: PSU_STUDENT_TBL record definition The CUSTOMER_ID field shows a prompt table edit. • Yes/No table edit. • Translate table edit. and the SAME_ADDR_CUSTOMER field shows a Yes/No table edit. The EMPHASIS field shows a translate table edit. • Prompt table no edit. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 188 PeopleSoft Proprietary and Confidential .

Specify the table edit type. Specify the table where you find the valid values. Slide 185 ______________________________________________________________________________________________________ FOR Student Notes Use the Prompt Table drop-down list box to select a table validation: INTERNAL USE ONLY! Prompt table edit retrieving values from the PSU_TRNLOC_TBL table ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 189 .Lesson 10 Creating Record Definitions Configuring Record Field Edits Properties (continued) When validating against a prompt table: 1. 2.

Examine Yes/No table edits. “Creating Record Definitions. 4. Examine the Edits display view. 2. Examine translate table edits. 3. lesson 10. FOR 5. you will read the activity overview and: 1. See PeopleTools I: Activity Guide.” Activity 23: Examining Record Field Edits Properties. Examine Prompt table edits. Examine the Required check box. INTERNAL USE ONLY! Slide 186 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 190 PeopleSoft Proprietary and Confidential .Creating Record Definitions Activity 23: Lesson 10 Examining Record Field Edits Properties In this activity.

Lesson 10 Creating Record Definitions Creating a Record Definition Before creating a record definition. Slide 187 ______________________________________________________________________________________________________ Student Notes This table shows the specifications for the T1_COURSE_TBL record definition: FOR Name Key Srch List Req Edit Prompt Table Default T1_COURSE Key Y Y Y - - - EFFDT Key - - Y - - %Date INTERNAL USE ONLY! EFF_STATUS - - - - XLAT - A DESCR Alt - Y Y - - - COURSE_TYPE - - - Y XLAT - V T1_LENGTH_DAYS - - - - - - - T1_UNITS - - - - - - - T1_ONSITE - - - Y Y/N - Y INSTRUCTOR - - - - Prompt PSU_INSTR_TBL - T1_APP_REL - - - Y XLAT - 8. revisit the technical specifications.40 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 191 .80 T1_TOOLS_REL - - - Y XLAT - 8.

Creating Record Definitions Lesson 10 Creating a Record Definition (continued) To create a record definition: 1. Insert the necessary fields. 3. Save the record definition.44 PeopleBook: PeopleSoft Application Designer.” Naming Record Definitions ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 192 PeopleSoft Proprietary and Confidential . 4. 2. Open a new record definition. “Creating Record Definitions. Set the record field properties. FOR Slide 188 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! See PeopleTools 8.

Select the tablespace name. you may have to: 1. save the record definition. Slide 189 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 193 . 2. Depending on the settings.Lesson 10 Creating Record Definitions Creating a Record Definition (continued) When you have inserted all of the fields that the specifications indicate. Document the record definition.

Insert field definitions. 3. lesson 10. FOR Slide 190 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 194 PeopleSoft Proprietary and Confidential . See PeopleTools I: Activity Guide. you will review the activity overview and: 1.Creating Record Definitions Activity 24: Lesson 10 Creating a Record Definition In this activity. “Creating Record Definitions. Create a record definition. Configure record field properties. 2.” Activity 24: Creating a Record Definition.

INTERNAL USE ONLY! Slide 191 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 195 . Configure record field properties. 2." Activity 25: Creating the T1_COURSE_MATRL Record Definition. Complete the record definition. you will review the activity overview and: 1. 3. "Creating Record Definitions. 4. Create a record definition. FOR See PeopleTools I: Activity Guide. lesson 10. Insert field definitions.Lesson 10 Activity 25: Creating Record Definitions Creating the T1_COURSE_MATL Record Definition In this activity.

you learned that: • Record definitions are collections of field definitions that serve as templates for the SQL table. • There are four record definition displays. and record field edits properties. • Record field use properties include key structure. default values. • Record properties include record relationships. FOR INTERNAL USE ONLY! Slide 192 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 196 PeopleSoft Proprietary and Confidential . • Record field edits properties include require fields and table edits. record field use.Creating Record Definitions Lesson 10 Review In this lesson. audits. and search properties. and set control properties. • Creating new record definitions requires you to set record.

• View table indexes.Lesson 11 Building SQL Tables Objectives FOR By the end of this lesson. INTERNAL USE ONLY! Slide 194 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 197 . you will be able to: • Describe the relationship between record definitions and application data tables. • Build SQL tables.

you build the database tables.Building SQL Tables Lesson 11 Describing the Relationship Between Record Definitions and Application Data Tables Once you create the record definitions. as this diagram shows: Test FOR Test Application Plan Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Building tables in the data design phase of application development process Slide 195 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 198 PeopleSoft Proprietary and Confidential .

Lesson 11 Building SQL Tables Describing the Relationship Between Record Definitions and Application Data Tables (continued) This illustration shows the three types of tables in a PeopleSoft database: FOR INTERNAL USE ONLY! The three types of tables in a PeopleSoft database Slide 196 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 199 .

as this diagram illustrates: System Catalog People Tools Update System Catalog with New Table Information FOR Record Definition Specifications Build Process INTERNAL USE ONLY! Application Data PS_<RecDefnName> Table The build process in relationship to the three types of tables in a PeopleSoft database Slide 197 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 200 PeopleSoft Proprietary and Confidential .Building SQL Tables Lesson 11 Describing the Relationship Between Record Definitions and Application Data Tables (continued) Record definitions are a blueprint for generating the SQL to build the application data tables.

2. 4. Query application data tables.Lesson 11 Activity 26: Building SQL Tables Analyzing PeopleSoft Tables In this activity. 3. lesson 11. Connect to the database.” Activity 26: Analyzing PeopleSoft Tables. Query PeopleTools tables. FOR See PeopleTools I: Activity Guide. "Building SQL Tables. Query system catalog tables. you will review the activity overview and: 1. INTERNAL USE ONLY! Slide 198 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 201 .

NA NA Create the application data table. Numeric fields Value = 0 or default from record definition Character fields Value = blank space or default from record definition Create indexes Key fields 1 per table Alternate search key fields 1 per alternate search key field Fields specified in a custom index definition 1 per custom index definition FOR INTERNAL USE ONLY! Required fields regardless of data type Slide 199 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 202 PeopleSoft Proprietary and Confidential . This table explains the way that the build process uses the record definition to create the table: SQL Script Record Definition Property Application Data Table Property Drop the table if it already exists.Building SQL Tables Lesson 11 Building Application Data Tables The create table process generates an SQL script that uses information from the record definition to create the database table. Record definition name Table name (add PS_ prefix) Field names Column names Field type Column type Field length Column length Designates fields as NOT NULL.

Lesson 11 Building SQL Tables Building Application Data Tables (continued) This illustration shows the SQL create table process: SQL Create Table Process Drop Table if exists Create Application Data Table PS_VEHICLE_TBL FOR System Catalog Tables y SYSOBJECTS y SYSCOLUMNS Mark Fileds Not Null Numerics .0 Character Fields .default value from rec defn INTERNAL USE ONLY! Create Indexes Key(s) Alternate Search Key(s) Custom Index(es) y y y y People Tools Tables PSRECDEFN PSPNLDEFN Application Data Tables PS_STUDENT_DATA PS_CUSTOMER_TBL The SQL create table process Slide 200 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 203 .blank Reg'd fields .

Current Definition. 4. Select build options. INTERNAL USE ONLY! Slide 201 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 204 PeopleSoft Proprietary and Confidential . 3. if necessary. Open the record that you want to build. Execute the SQL script. 2. Click the Build button. 6. Set build settings. FOR 5.Building SQL Tables Lesson 11 Building Application Data Tables (continued) To build the table:: 1. if required. Select Build.

“Building SQL Tables and Views” PeopleSoft Proprietary and Confidential 205 . Current Definition Build dialog box See Also PeopleTools 8.Lesson 11 Building SQL Tables Building Application Data Tables (continued) Use the Build dialog box to set: • Build options • Build execute options • Build settings FOR Slide 202 ______________________________________________________________________________________________________ Student Notes Use the Build dialog box to create the SQL table from the record definition: INTERNAL USE ONLY! Dialog Box Name Navigation Build Build.44 PeopleBook: PeopleSoft Application Designer.

There are three tabs that you configure when building tables: • Create • Logging • Scripts FOR Slide 203 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 206 PeopleSoft Proprietary and Confidential . you select build settings.Building SQL Tables Lesson 11 Building Application Data Tables (continued) Once you have selected a build option.

• Generate a log file.Lesson 11 Building SQL Tables Building Application Data Tables (continued) Select the Build option in the Build dialog boxto: • Generate the SQL that builds the table. Slide 204 ______________________________________________________________________________________________________ FOR Student Notes The log file displays in the output window: Log file INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 207 .

Building SQL Tables Lesson 11 Building Application Data Tables (continued) To verify results. query the database with the SQL query tool. Slide 205 ______________________________________________________________________________________________________ Student Notes To verify the table. execute the following queries: FOR SELECT * FROM PS_T1_COURSE_TBL sp_help PS_T1_COURSE_TBL INTERNAL USE ONLY! SELECT * FROM sysobjects WHERE name like ‘PS_T1%. The sp_help command is a stored procedure that is specific to Microsoft SQL Server. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 208 PeopleSoft Proprietary and Confidential . Consult your DBA or platform documentation for commands appropriate to your database.’ Note.

4.Lesson 11 Activity 27: Building SQL Tables Building Application Data Tables In this activity. Generate SQL scripts. FOR 5. Set build parameters.” Activity 27: Building Application Data Tables. Verify the presence of a table. 2. Start the build process. Change build options. See PeopleTools I: Activity Guide. you will review the activity overview and: 1. 3. lesson 11. INTERNAL USE ONLY! Slide 206 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 209 . “Building SQL Tables.

• The table that you created has no custom indexes. However. you must design custom indexes separately from the record definition. Table indexes may change over the life of an application data table. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 210 PeopleSoft Proprietary and Confidential . Developers create custom indexes as necessary. • PS0COURSE_TBL is a search key index.Building SQL Tables Lesson 11 Viewing Table Indexes You generate most indexes when you build the table. You can change the indexes associated with a table without losing existing rows of data. because indexes are references to data. You generate the first two indexes listed in the table when you initially build an application data table. This table explains the indexes that key fields build: Record Definition Field Index Name Indexes Created Key or Duplicate Order Key PS_Recname One per table PSnRecname One per alternate search key Alternate Search Key FOR n is a number 0 to 9 Any field specified in a custom index definition PSxRecname One per custom index definition x is a letter A to M INTERNAL USE ONLY! Slide 207 ______________________________________________________________________________________________________ Student Notes Note these examples of indexes: • PS_T1_COURSE_TBL is a key index. Note.

execute the following query: FOR sp_helpindex PS_T1_COURSE_TBL Note.Lesson 11 Building SQL Tables Viewing Table Indexes (continued) By querying the database. INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 211 . Slide 208 ______________________________________________________________________________________________________ Student Notes To view an index. 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. you display the indexes.

lesson 11.” Activity 28: Viewing Indexes in a Table.Building SQL Tables Activity 28: Lesson 11 Viewing Indexes in a Table In this activity. you will read the activity overview and examine the indexes for the PS_T1_COURSE_TBL table. Slide 209 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 212 PeopleSoft Proprietary and Confidential . “Building SQL Tables. See PeopleTools I: Activity Guide.

Verify the existence of the table in the database. See PeopleTools I: Activity Guide. 2. FOR Slide 210 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 213 . "Building SQL Tables. Build the PS_T1_COURSE_MATL table. you will review the activity overview and: 1.Lesson 11 Activity 29: Building SQL Tables Building the PS_T1_COURSE_MATRL Table In this activity. lesson 11.” Activity 29: Building the PS_T1_COURSE_MATRL Table.

FOR Slide 211 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 214 PeopleSoft Proprietary and Confidential . you learned that: • Record definitions are the templates from which the SQL that builds the application data tables is generated.Building SQL Tables Lesson 11 Review In this lesson. • You build table indexes automatically when you build the table. • To build an SQL table you must configure the settings such as build and scripting options.

• Identify page and page control properties. you will be able to: • Identify page design principles. • Create page definitions.Lesson 12 Creating Page Definitions Objectives FOR By the end of this lesson. • Implement scroll areas and grids. INTERNAL USE ONLY! Slide 213 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 215 . • Finalize page design and layout. • Add page controls to a page.

Creating Page Definitions Lesson 12 Identifying Page Design Principles Defining pages is the first step in the user interface phase of development. As this diagram illustrates. the data design phase is complete and you are ready to connect the data to the user: Test Plan FOR Test Application Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Page definition as part of the user interface phase of application development Slide 214 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 216 PeopleSoft Proprietary and Confidential .

Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) You design page definitions that are divided into levels: • You can build pages with a maximum of four levels. all related in a one-to-many relationship. Slide 215 ______________________________________________________________________________________________________ FOR Student Notes This diagram shows a page with three levels: INTERNAL USE ONLY! Label: NNNNNNNNNNNNNNNNNNNNNNNN 0 1 Label: NNNNNNNNNNNNNNNNNNNNNNNN 2 Label: NNNNNNNNNNNNNNNNNNNNNNNN 3 3 Label: Label: Label: Illustration of a PeopleSoft page showing multiple levels ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 217 . • The levels are numbered from 0 to 3.

Slide 216 ______________________________________________________________________________________________________ Student Notes The PeopleSoft Products page shows level 0 only.44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 218 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 Identifying Page Design Principles (continued) You can create a page with only level 0. FOR INTERNAL USE ONLY! Page with a level 0 only See Also PeopleTools 8. This type of page represents a single table in the database.

if that table contains the EFFDT field. both levels write to the same table because that table contains the EFFDT field. 0 and 1. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 219 . • Two tables. Slide 217 ______________________________________________________________________________________________________ FOR Student Notes 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.Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) You can create a page with two levels. This can represent data from: • One table.

The data is also written to the PSU_TRANSPT_TBL table.Creating Page Definitions Lesson 12 Identifying Page Design Principles (continued) The key is selected from the PSU_TRANSPT_TBL table. as shown in this diagram: PSU_TRNSPT_TBL Read key from Write data to FOR Level 0 INTERNAL USE ONLY! Level 1 Process flow when accessing transportation data Slide 218 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 220 PeopleSoft Proprietary and Confidential .

level 0 represents the key shared by a parent and child table.Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) Usually. Slide 219 ______________________________________________________________________________________________________ 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 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 221 . Level 1 contains other key fields and associated data of the child table.

Creating Page Definitions Lesson 12 Identifying Page Design Principles (continued) As the search record. Any data that you enter writes to the child table. the parent table builds the search page and populates level 0. as illustrated in this diagram: T1_CUST_TBL Search Record Read key from FOR Level 0 Write data to INTERNAL USE ONLY! Level 1 T1_CUST_PROD Primary Record Process flow when accessing customer product data Slide 220 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 222 PeopleSoft Proprietary and Confidential .

Slide 221 ______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this page: Page Name Products by Customer • FOR Navigation Customers.44 PeopleBook: PeopleSoft Application Designer. Product Information INTERNAL USE ONLY! Notice the product code.Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) Sometimes additional information is necessary on the page. PeopleSoft Product field without related field • Notice the description beside the product code. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 223 . although it may not be in the base table. You display this information in a related field. PeopleSoft Product field with related field See Also PeopleTools 8.

Definition Properties INTERNAL USE ONLY! Page Properties dialog box 224 PeopleSoft Proprietary and Confidential . Definition Properties. Slide 222 ______________________________________________________________________________________________________ Student Notes Use the Page Properties dialog box to set the page type and size: Dialog Box Name Page Properties FOR Navigation File.Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties You view page definition properties in the same manner as any other definition’s properties: Select File.

• Use the Use tab to define how to use the control on the page. • Use the General tab to specify a name for the page that can be referenced by PeopleCode.Lesson 12 Creating Page Definitions Identifying Page and Page Control Properties (continued) On a page definition. FOR Slide 223 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 225 . There are four areas of page control properties: • Use the Record tab to associate a page control to a field on a record definition. much of your effort focuses on page control properties. • Use the Label tab to select a label and its appearance for the field.

• The size of the page control. Page Field Properties Click the Record tab. 226 PeopleSoft Proprietary and Confidential . • Other display options. FOR Slide 224 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Edit Box Properties dialog box to set a variety of configuration options: Dialog Box Name Navigation Edit Box Properties Edit.Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Use the Record tab properties to determine: • The table and field to which this page control writes. • Alignment of the page control.

44 PeopleBook: PeopleSoft Application Designer.Lesson 12 Creating Page Definitions FOR INTERNAL USE ONLY! Edit Box Properties dialog box See Also PeopleTools 8. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 227 .

FOR Slide 225 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Edit Box Properties dialog box to set a variety of configuration options: Dialog Box Name Navigation Edit Box Properties Edit. Page Field Properties Click the Label tab 228 PeopleSoft Proprietary and Confidential . • Label alignment.Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Use the Label tab properties to determine: • Label type. • Other display options. • Label text. • Label position.

Lesson 12 Creating Page Definitions FOR INTERNAL USE ONLY! Edit Box Properties dialog box See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 229 .

• Make the field a related field. • Make the field display only. Page Field Properties Click the Use tab. • Set the processing mode of the field. • Set the display only appearance. FOR Slide 226 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Edit Box Properties dialog box to set a variety of configuration options: Dialog Box Name Navigation Edit Box Properties Edit. 230 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Use the Use tab properties to: • Make the field a display control field.

44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 231 .Lesson 12 Creating Page Definitions FOR INTERNAL USE ONLY! Edit Box Properties dialog box See Also PeopleTools 8.

Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Use the General tab properties to: • Give the page control a name so that you can access it through PeopleCode. Edit Box Properties dialog box 232 PeopleSoft Proprietary and Confidential . • Make the page control an anchor for a page link. Page Field Properties Click the General tab. Slide 227 ______________________________________________________________________________________________________ FOR Student Notes Use the Edit Box Properties dialog box to set a variety of configuration options: Dialog Box Name Navigation INTERNAL USE ONLY! Edit Box Properties Edit.

44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 233 .Lesson 12 Creating Page Definitions See Also PeopleTools 8.

44 PeopleBook: PeopleSoft Application Designer. Page Field Properties Click the Record tab.Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Drop-down list box properties are slightly different than edit box properties. “Creating Page Definitions” 234 PeopleSoft Proprietary and Confidential . INTERNAL USE ONLY! Drop-Down List Box Properties dialog box See Also PeopleTools 8. Slide 228 ______________________________________________________________________________________________________ Student Notes Use the Drop-Down List Box Properties dialog box to set a variety of configuration options: Dialog Box Name Drop-Down List Box Properties FOR Navigation Edit.

Radio button properties include a value from the translate table.Lesson 12 Creating Page Definitions Identifying Page and Page Control Properties (continued) Radio buttons have slightly different properties than edit boxes. Page Field Properties Click the Record tab. Slide 229 ______________________________________________________________________________________________________ FOR Student Notes Use the Radio Button Properties dialog box to set a variety of configuration options: INTERNAL USE ONLY! Dialog Box Name Navigation Radio Button Properties Edit. Assign a value to: • Choose a value to write to the database. Radio Button Properties dialog box PeopleSoft Proprietary and Confidential 235 . • Choose a label.

Creating Page Definitions Lesson 12 See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 236 PeopleSoft Proprietary and Confidential .

Slide 230 ______________________________________________________________________________________________________ Student Notes Use the Check Box Properties dialog box to set a variety of configuration options: Dialog Box Name Check Box Properties FOR Navigation Edit.Lesson 12 Creating Page Definitions Identifying Page and Page Control Properties (continued) Check boxes also have slightly different properties than edit boxes. Check box properties determine the meaning of the check mark. Page Field Properties Click the Record tab. INTERNAL USE ONLY! Check Box Properties dialog box Note. You have one decision to make on this field type—do you want the selected check box to represent a Yes or a No value? On this field. PeopleSoft Proprietary and Confidential 237 . when the on value is selected the value written to the database is Y (for Yes).

Creating Page Definitions Lesson 12 See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 238 PeopleSoft Proprietary and Confidential .

• Observe the page field properties of drop-down list boxes. • Observe the page field properties of edit boxes. “Creating Page Definitions. • Observe the page field properties of check boxes.” Activity 30: Identifying Page and Page Control Properties. • Observe the page field properties of radio buttons. you will read the activity overview and: • Observe page properties. INTERNAL USE ONLY! Slide 231 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 239 . FOR See PeopleTools I: Activity Guide. lesson 12.Lesson 12 Activity 30: Creating Page Definitions Identifying Page and Page Control Properties In this activity.

• A hot key.Creating Page Definitions Lesson 12 Adding Page Controls to a Page You place page controls on a page. • A menu command. You can use: • A toolbar button. This approximates what users see in a browser. FOR Slide 232 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 240 PeopleSoft Proprietary and Confidential . There are three options for adding page controls to a page definition.

FOR Slide 233 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! The three types of controls are: • Aesthetic controls. • Data processing controls. 2. • Data entry controls. Edit Box. 3. select the desired control from the Insert menu. Click on the desired location. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 241 . Move the cursor to the desired location inside the blank page. Note. To add other page controls. To add an edit box page control: 1. Select Insert.Lesson 12 Creating Page Definitions Adding Page Controls to a Page (continued) Adding page controls to a blank definition begins the page creation process.

label. the term page field is appropriate. FOR Slide 234 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Once the properties of a page control have been set.Creating Page Definitions Lesson 12 Adding Page Controls to a Page (continued) After you add page controls. A page field is a page control that you have linked to a specific field in a record definition. Select each tab. Set the Record properties. and general properties of each field. To set the page control properties: 1. 3. Double-click the page control. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 242 PeopleSoft Proprietary and Confidential . and set the appropriate properties based on the specifications. you must set the record. 2. use.

Description ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 243 .Lesson 12 Creating Page Definitions Adding Page Controls to a Page (continued) You can insert related fields to make the page more informational to the user. Related fields do this by accessing descriptive data from a different record. Slide 235 ______________________________________________________________________________________________________ Student Notes The Student Personal Data (PSU_STUDENT_PERS) page shows this related field: FOR INTERNAL USE ONLY! The Customer field and its related field.

Creating Page Definitions Lesson 12 Adding Page Controls to a Page (continued) This diagram illustrates the two parts to creating a related field: PSU_STUDENT_TBL.DESCR INTERNAL USE ONLY! Step 1 Two parts of a related field Step 2 Slide 236 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 244 PeopleSoft Proprietary and Confidential .CUSTOMER FOR PSU_CUST_TBL.

FOR Slide 237 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Configure the Display Control Field on the Use tab: Page field use properties for a display control field ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 245 . Click the OK button. 4. 3. 2. Select the Display Control Field check box. Select the Use tab.Lesson 12 Creating Page Definitions Adding Page Controls to a Page (continued) To configure the display control field: 1. Double-click the primary field.

FOR 5. 6. Click the OK button. 2. 4. Select the correct record and field on the Record tab. Double-click the related field. Select the Use tab. 3. Select the appropriate related control field from the drop-down list box. INTERNAL USE ONLY! Slide 238 ______________________________________________________________________________________________________ Student Notes Configure the related field check box on the Use tab: Page field use properties for a related field controlled by the Curriculum Developer field ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 246 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 Adding Page Controls to a Page (continued) To configure the related field: 1. Select the Related Field check box.

group box. Slide 239 ______________________________________________________________________________________________________ Student Notes Notice the frame and group box in this illustration: FOR INTERNAL USE ONLY! A page definition with aesthetic page controls in place ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 247 . and horizontal rule are for adding visual elements to the page. such as the frame.Lesson 12 Creating Page Definitions Adding Page Controls to a Page (continued) Some controls.

• Set radio button properties. • Set drop-down list box properties. “Creating Page Definitions. FOR INTERNAL USE ONLY! See PeopleTools I: Activity Guide. you will review the activity overview and: • Add page controls.” Activity 31: Adding Page Controls to a Page. • Clean up the page. • Set edit box properties. Slide 240 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 248 PeopleSoft Proprietary and Confidential .Creating Page Definitions Activity 31: Lesson 12 Adding Page Controls to a Page In this activity. • Set check box properties.

• Set page field properties. FOR INTERNAL USE ONLY! Slide 241 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 249 . • Create a new page definition and place page controls on it. • Place page controls at the proper levels. This section discusses how to: • Examine the technical specifications for the page definition. • Set up radio buttons. • Create related fields.Lesson 12 Creating Page Definitions Creating Page Definitions It is now time to create a new page definition for the T1_COURSE component.

you start with a look at the completed page in the browser. In this case. Slide 242 ______________________________________________________________________________________________________ Student Notes The Course page will look like this screen shot: FOR INTERNAL USE ONLY! The completed Course page ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 250 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 Creating Page Definitions (continued) Specifications normally include a drawing of the page that you plan to construct.

Slide 243 ______________________________________________________________________________________________________ Student Notes Drag the record icon onto the page: FOR INTERNAL USE ONLY! New page showing project workspace The record will expand to show all fields: PeopleSoft Proprietary and Confidential 251 .Lesson 12 Creating Page Definitions Creating Page Definitions (continued) There is a simple way to create a page using the record definition in the project workspace: Drag the record definition from the records folder onto the blank page.

Creating Page Definitions Lesson 12 FOR INTERNAL USE ONLY! New page definition after you drag the record definition to the page ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 252 PeopleSoft Proprietary and Confidential .

Lesson 12 Creating Page Definitions Creating Page Definitions (continued) When you drag a record definition onto a page. require a few adjustments such as labels and positioning. most page properties are set by default. Slide 244 ______________________________________________________________________________________________________ Student Notes Notice the position of the labels: FOR INTERNAL USE ONLY! Page showing correct labels in appropriate positions ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 253 . Most pages. however.

Creating Page Definitions Lesson 12 Creating Page Definitions (continued) On the Course page. Slide 245 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 254 PeopleSoft Proprietary and Confidential . Key values are rarely editable on a page and must be display only. It writes to the high level key of the primary table. the search key is in the Course Code field.

This diagram shows the source of the related fields: T1_COURSE_TBL COURSE EFFDT EFF_STATUS DESCR COURSE_TYPE LENGTH_DAYS TRAINING_UNITS ONSITE INSTRUCTOR APP_REL TOOLS_REL PSU_INSTR_TBL INSTRUCTOR EFFDT EFF_STATUS DESCR BUSINESS_UNIT LAST_NAME FIRST_NAME CURR_DEV_FLAG COURSE_TYPE FACILITY PSIMAGEVER PHOTO FOR INTERNAL USE ONLY! Entity relationship diagram showing the source of the Instructor field Slide 246 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 255 .Lesson 12 Creating Page Definitions Creating Page Definitions (continued) You must create any related fields specified in the documentation.

Creating Page Definitions Lesson 12 Creating Page Definitions (continued) The instructor field has two related fields to display first and last names. Slide 247 ______________________________________________________________________________________________________ Student Notes Notice the two related fields: FOR Curriculum Developer field with two related fields INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 256 PeopleSoft Proprietary and Confidential .

Lesson 12 Creating Page Definitions Creating Page Definitions (continued) You must configure and group all of the radio buttons on a page. Slide 248 ______________________________________________________________________________________________________ Student Notes Surround the radio buttons with a group box: FOR INTERNAL USE ONLY! Radio buttons in a group box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 257 .

INTERNAL USE ONLY! Slide 249 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 258 PeopleSoft Proprietary and Confidential . you will review the activity overview and: • Create a new page definition and place page controls.Creating Page Definitions Activity 32: Lesson 12 Creating Page Definitions In this activity. • Set page control properties. • Create related fields.” Activity 32: Building Pages. • Set page field properties. • Set up radio buttons. lesson 12. “Creating Page Definitions. FOR See PeopleTools I: Activity Guide.

• Placing grids on a page. This section discusses: • Placing scroll areas on a page.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids Scroll areas and grids divide a page into levels. • Scroll area and grid properties. creating a one-to-many relationship. FOR Slide 250 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! The Customer Table page has a level 0 only: Example of a page with only level 0 The Products by Customer page has a scroll area that divides the page into a level 0 and a level 1: PeopleSoft Proprietary and Confidential 259 .

Creating Page Definitions Lesson 12 Example of a page with level 0 and level 1 FOR INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 260 PeopleSoft Proprietary and Confidential .

select the scroll area tool and drag it around the fields to be enclosed in the scroll area.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids (continued) To create a scroll area. Slide 251 ______________________________________________________________________________________________________ Student Notes Notice that the scroll area surrounds a group of fields: FOR INTERNAL USE ONLY! Page showing a scroll area ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 261 .

Data can be sorted by field (column). Fields are arranged in rows. grids also group fields into levels of data on a page. FOR Slide 252 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 262 PeopleSoft Proprietary and Confidential . Data cannot be sorted by field. Data can be downloaded to a spreadsheet.Creating Page Definitions Lesson 12 Implementing Scroll Areas and Grids (continued) Like scroll areas. Data cannot be downloaded to a spreadsheet. but they differ from scroll areas in a number of ways: Scroll Area Attributes Grid Attributes Fields can be freely arranged.

INTERNAL USE ONLY! An example of a scroll area showing two rows of data ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 263 . Slide 253 ______________________________________________________________________________________________________ FOR Student Notes The Education scroll area shows multiple rows of data.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids (continued) Scroll areas group levels of data on a page: • You can freely arrange fields within the scroll area. • You can show multiple instances of data on a page.

Slide 254 ______________________________________________________________________________________________________ Student Notes A grid shows multiple rows of data: FOR INTERNAL USE ONLY! An example of a grid with multiple rows of data ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 264 PeopleSoft Proprietary and Confidential . grids are displayed as rows and columns of data. and as the name implies. but their layout is less flexible.Creating Page Definitions Lesson 12 Implementing Scroll Areas and Grids (continued) Grids also group levels of data on a page.

Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids (continued) To create a grid. Slide 255 ______________________________________________________________________________________________________ Student Notes Drag a field from the appropriate record into the grid: FOR Dragging a field into a grid INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 265 . you insert a grid and then drag the fields into it. You can drag the fields in either direction to place them as necessary.

and Use properties: Grid Properties dialog box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 266 PeopleSoft Proprietary and Confidential . you must configure the properties of a scroll area or the grid. Slide 256 ______________________________________________________________________________________________________ Student Notes A scroll area has General. Label and Use properties: FOR INTERNAL USE ONLY! Scroll Area Properties dialog box A grid has General.Creating Page Definitions Lesson 12 Implementing Scroll Areas and Grids (continued) After they are inserted. Label. They are very similar.

not the page layout.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids (continued) Although the page is visually correct. Slide 257 ______________________________________________________________________________________________________ Student Notes FOR Use the Order tab to verify processing order of the page: INTERNAL USE ONLY! The Order tab ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 267 . which determines tabbing sequence or flow from field to field. Click the Order tab to see the page order. it is the page order.

FOR Slide 258 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 268 PeopleSoft Proprietary and Confidential . lesson 12.Creating Page Definitions Activity 33: Lesson 12 Implementing Scroll Areas In this activity. See PeopleTools I: Activity Guide.” Activity 33: Implementing Scroll Areas. you will review the activity overview and: • Insert a scroll area. “Creating Page Definitions. • Ensure proper page order.

“Creating Page Definitions.Lesson 12 Activity 34: Creating Page Definitions Implementing Scroll Areas and Grids In this activity. • Examine the scroll area on the page definition.” Activity 34: Implementing Grids and Scroll Areas. • View the results. lesson 12. INTERNAL USE ONLY! Slide 259 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 269 . • Create a grid. FOR See PeopleTools I: Activity Guide. you will read the activity overview and: • Examine the page in the browser.

• Page preview feature.Creating Page Definitions Lesson 12 Finalizing Page Design and Layout Here are a few tools that help you create clean pages from the beginning. FOR Slide 260 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 270 PeopleSoft Proprietary and Confidential . This section discusses: • Page size properties. • Page control inspector. • Alignment tools.

Slide 261 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 271 .Lesson 12 Creating Page Definitions Finalizing Page Design and Layout (continued) The only page property setting that is changed in PeopleTools I is page size. and then select a predefined or custom page size. Definition Properties. Select File.

You can even add browsers to this list. Select Layout. View in Browser. and then select the appropriate browser. Slide 262 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 272 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 Finalizing Page Design and Layout (continued) There is a basic HTML compiler to preview the page in a browser.

Lesson 12 Creating Page Definitions Finalizing Page Design and Layout (continued) The page control inspector is a floating window that contains a list of properties of the selected control. Slide 263 ______________________________________________________________________________________________________ Student Notes The page control inspector makes it easier to align page controls: FOR INTERNAL USE ONLY! Page control inspector ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 273 . Select View. Show Page Control Inspector to access this feature.

or bottom margins. Align. top. Slide 264 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 274 PeopleSoft Proprietary and Confidential . and then select the type of alignment that you need. or along the center or middle axis. right.Creating Page Definitions Lesson 12 Finalizing Page Design and Layout (continued) Use the alignment tools to quickly line fields up with one another along the left. Select Layout.

FOR See PeopleTools I: Activity Guide.” Activity 35: Adding Final Touches. lesson 12. “Creating Page Definitions. you will read the activity overview and: • Modify the page size. INTERNAL USE ONLY! Slide 265 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 275 . • Use the page preview feature.Lesson 12 Activity 35: Creating Page Definitions Finalizing Page Design and Layout In this activity. • Use the alignment tools. • Use the page control inspector.

” Activity 36: Building the Course Materials Page. you will review the activity overview and: • Insert page controls at level 0. “Creating Page Definitions. lesson 12. • Verify the page order. FOR See PeopleTools I: Activity Guide. INTERNAL USE ONLY! Slide 266 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 276 PeopleSoft Proprietary and Confidential .Creating Page Definitions Activity 36: Lesson 12 Building the Course Materials Page In this activity. • Insert page controls at level 1. • Create a related field.

you learned that: • You must adhere to basic design principles involving page level structure. • You build pages based on record definitions.Lesson 12 Creating Page Definitions Review In this lesson. each with unique properties that you must configure. • There are a variety of page controls. or a definition inspector. an HTML compiler. FOR INTERNAL USE ONLY! Slide 267 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 277 . • Grids and scroll areas control data that is associated with a higher level key. • You place page controls on a page by inserting or dragging and dropping. • You can fine-tune page appearance with alignment tools.

Creating Page Definitions Lesson 12 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 278 PeopleSoft Proprietary and Confidential .

Lesson 13 Defining Components Objectives FOR By the end of this lesson. you will be able to: • Identify component definition basics. INTERNAL USE ONLY! Slide 269 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 279 . • Define General and Use properties. • Define Internet options for the component. • Build a new component.

Defining Components Lesson 13 Identifying Component Definition Basics Defining the component is the sixth development step. as shown in this diagram: Test Plan Test Application FOR Design Application Register Components INTERNAL USE ONLY! Define Components User Interface Define Pages Define Fields Define Records Build Tables Data Design Component definition as part of the user interface phase of application development Slide 270 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 280 PeopleSoft Proprietary and Confidential .

Slide 271 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 281 . but a component is processed as one unit. A component can consist of a single page or a set of pages.Lesson 13 Defining Components Identifying Component Definition Basics (continued) Component definitions group page definitions.

which this diagram shows: FOR Relationship between component definitions.Defining Components Lesson 13 Identifying Component Definition Basics (continued) You combine component definitions with menu definitions to create a reference point for the component in the navigation. This combination is also the basis for security access to the pages on the component. navigation. and security INTERNAL USE ONLY! Slide 272 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 282 PeopleSoft Proprietary and Confidential .

Lesson 13 Defining Components Identifying Component Definition Basics (continued) You must understand search records to develop an application successfully. The two record types in PeopleSoft applications are: • Primary record. • Search record. Slide 273 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 283 .

the primary and search records are identical. General Information • INTERNAL USE ONLY! The search page retrieves information from the PS_T1_CUST_TBL table: Search page for Customers. Slide 274 ______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this search page: Page Name FOR Navigation General Information (search page) Customers. General Information Customer Table Customers. General Information • 284 The primary page for the Customer Table page is also the T1_CUST_TBL: PeopleSoft Proprietary and Confidential .Defining Components Lesson 13 Identifying Component Definition Basics (continued) In some cases.

“Creating Component Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 285 .44 PeopleBook: PeopleSoft Application Designer.Lesson 13 Defining Components FOR INTERNAL USE ONLY! Customer Table page See Also PeopleTools 8.

the primary and search records are different. which are stored in the customer (T1_CUST_TBL) table.Defining Components Lesson 13 Identifying Component Definition Basics (continued) In some cases. Products Purchased Customers. • The Products by Customer page writes to the customer product (T1_CUST_PROD) table: Products by Customer page See Also PeopleTools 8. Products Purchased INTERNAL USE ONLY! • The Products Purchased search page searches customers.44 PeopleBook: PeopleSoft Application Designer. “Creating Component Definitions” 286 PeopleSoft Proprietary and Confidential . Slide 275 ______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this page: Page Name Products Purchased (search page) Products by Customer FOR Navigation Customers.

Slide 276 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 287 . • This table contains no data to help users find a company if they do not know the company code. you use T1_CUST_TBL as the search record for two reasons: • The search record holds the high-level key for this component.Lesson 13 Defining Components Identifying Component Definition Basics (continued) On this component.

Defining Components Lesson 13 Identifying Component Definition Basics (continued) This diagram shows what happens when you insert data into the Customer Products page: T1_CUST_TBL Read key from Search Record FOR Level 0 Write data to Level 1 INTERNAL USE ONLY! T1_CUST_PROD Primary Record Flow of information from search record to primary record Slide 277 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 288 PeopleSoft Proprietary and Confidential .

FOR Slide 278 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the following navigation path to access this definition: Definition Name T1_CUST_TBL Navigation File. • There are action buttons at the bottom of almost every page in the application. Definition Properties. Select File. Notice that the action buttons on the page display different text than is seen in the component. Open.Lesson 13 Defining Components Identifying Component Definition Basics (continued) Another basic element of a component is the action: • You determine the actions that users can take on the pages in the component definition not in the page definition. History. Update/Display. Actions • These four buttons show the actions users can take: The four action buttons Note. • The four actions are: Add. Click the Use tab. and Correction. PeopleSoft Proprietary and Confidential 289 . Select Component from the Definition dialog box. • Notice the action options in the component.

You can insert and update future rows. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 290 PeopleSoft Proprietary and Confidential . Use only if the search record and primary record are the same. Remember that you grant all possible actions. Used on effectivedated records only. INTERNAL USE ONLY! Correct History Correction Enables editing of data for all rows. You can insert new rows if the effective date of new rows is later than that of the current row. Used on effective-dated records only Slide 279 ______________________________________________________________________________________________________ Student Notes Note. You will restrict actions later through security features. Update/Display Include History FOR Update/Display Enables viewing of data at all levels and inserting of new rows at levels below zero. Update/Display All Enables viewing of current and history rows. Limit the addition of new high-level keys to base tables.Defining Components Lesson 13 Identifying Component Definition Basics (continued) This table explains that the way you configure the component definition determines the buttons that appear at the bottom of the page: Button Component Property Function Add Add Adds a new high-level key.

lesson 13 “Creating Page Definitions.” Activity 37: Identifying Component Definition Basics. you will review the activity overview and: • Examine the T1_CUST component. • Examine the T1_CUST_PROD component. See PeopleTools I: Activity Guide.Lesson 13 Activity 37: Defining Components Identifying Component Definition Basics In this activity. FOR Slide 280 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 291 .

you see the pages that are attached to that component on the Definition tab. Slide 281 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 292 PeopleSoft Proprietary and Confidential .Defining Components Lesson 13 Defining General and Use Properties When you open a component definition.

You also place PeopleCode here.Lesson 13 Defining Components Defining General and Use Properties (continued) The Structure tab on a component definition provides information about page levels and component records and their roles. Slide 282 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 293 .

• Use the Internet tab to set up display options for the browser. There are three available types of properties noted by their tabs: • Use the General tab to configure descriptive information about the component.Defining Components Lesson 13 Defining General and Use Properties (continued) You configure a component by using its Component Properties dialog box. FOR Slide 283 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 294 PeopleSoft Proprietary and Confidential . • Use the Use tab to set up the search and action properties.

Lesson 13 Defining Components Defining General and Use Properties (continued) You must configure at least two areas on the Use tab. Slide 284 ______________________________________________________________________________________________________ Student Notes You must configure the search record and the actions for a component: FOR INTERNAL USE ONLY! Component Properties dialog box ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 295 .

• Page navigation and processing modes. FOR Slide 285 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 296 PeopleSoft Proprietary and Confidential . • Toolbar selections.Defining Components Lesson 13 Defining Internet Properties You configure many property settings for component definitions on the Internet tab of the Component Properties dialog box. This section discusses: • Search page options.

Lesson 13 Defining Components Defining Internet Properties (continued) You can configure how the search page appears when a user selects a content reference. Slide 286 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 297 .

Defining Components Lesson 13 Defining Internet Properties (continued) You configure multi-page navigation with: • Tabs at the top of each page in a component. Slide 287 ______________________________________________________________________________________________________ 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! Multipage navigation options ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 298 PeopleSoft Proprietary and Confidential . • Links at the bottom of the component.

• Toolbar options. FOR Slide 288 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 299 .Lesson 13 Defining Components Defining Internet Properties (continued) Using this dialog box. • Pagebar options. you also configure: • Processing mode options.

as shown in this table: Component Element Value or Setting Pages T1_COURSE Page labels General Information Search record T1_COURSE_TBL Actions FOR Add Update/Display Update/Display All INTERNAL USE ONLY! Correction Default search mode Advanced Default search action Update/Display Toolbar buttons Save Add Return to List Update/Display Next in List Update/Display All Previous in List Correction Slide 289 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 300 PeopleSoft Proprietary and Confidential .Defining Components Lesson 13 Building New Components Review the technical specifications for the T1_COURSE component.

Select Component from the New Definition dialog box. Select File. Enter the name of the page in title case in this field. INTERNAL USE ONLY! Slide 290 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 301 . New. you will create a component. Drag the desired page from the project workspace into the component. FOR 4. To create a component: 1. and enter the item label. place the page in it. 2. 3.Lesson 13 Defining Components Building New Components (continued) After you review the specifications. 5. Double-click in the Item Label field.

Slide 291 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 302 PeopleSoft Proprietary and Confidential . Set the search record. 2. you must set the component use properties.Defining Components Lesson 13 Building New Components (continued) Next. Set the actions. You will: 1.

3. Set the page navigation and processing modes. Set the search page options. Set the toolbar options. You will: 1. 2. Slide 292 ______________________________________________________________________________________________________ FOR Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 303 .Lesson 13 Defining Components Building New Components (continued) Set the component Internet properties and save the component.

• Set component use properties. “Defining Components.Defining Components Activity 38: Lesson 13 Building a Component Definition In this activity. Slide 293 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 304 PeopleSoft Proprietary and Confidential .” Activity 38: Building a Component Definition. lesson 13. • Set component internet properties. FOR See PeopleTools I: Activity Guide. you will review the activity overview and: • Add pages to a new component definition.

FOR See PeopleTools I: Activity Guide. • Set component internet properties. “Defining Components. INTERNAL USE ONLY! Slide 294 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 305 .” Activity 39: Building the T1_COURSE_MATL Component. lesson 13. you will review the activity overview and: • Examine the technical specifications.Lesson 13 Activity 39: Defining Components Building the T1_COURSE_MATL Component In this activity. • Set component use properties. • Add pages to a new component definition.

the properties. FOR INTERNAL USE ONLY! Slide 295 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 306 PeopleSoft Proprietary and Confidential . the labels.Defining Components Lesson 13 Review In this lesson. • You can build a component by dragging pages from the project workspace and setting use and internet properties. • The search record and the actions are required use properties. you learned that: • The basic elements of a component are the pages. • Internet properties determine the appearance of the search page and other pages in the component. and the structure.

then attaches the component to a menu. The wizard gathers information. you will be able to: • Explain component registration. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 307 . exposing the component in the user navigation. • Register a component. and places a content reference entry in the portal registry.Lesson 14 Registering Components Objectives FOR By the end of this lesson. • Examine menu definitions. • Plan component registration. INTERNAL USE ONLY! Slide 297 ______________________________________________________________________________________________________ Student Notes To display your development efforts in a browser. • Identify elements of PeopleSoft security. • Navigate the portal registry. You register components with the Registration Wizard. assigns a permission list to allow security access rights. you register the component.

as this diagram illustrates: Test Plan Test Application FOR Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Registering components in the user interface phase of application development Slide 298 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 308 PeopleSoft Proprietary and Confidential .Registering Components Lesson 14 Explaining Component Registration Registering the component is the final step in the user interface phase.

• Assigns navigation rights through the portal registry.Lesson 14 Registering Components Explaining Component Registration (continued) The Registration Wizard performs three tasks: • Attaches a component definition to a menu definition • Assigns access rights through security. FOR Slide 299 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 309 .

FOR Slide 300 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 310 PeopleSoft Proprietary and Confidential . • For the security or navigation setup to recognize a component definition. it must be in a menu.Registering Components Lesson 14 Examining Menu Definitions To understand the basics of menu definitions. you need to understand how menu definitions are used in PeopleTools 8.4: • Menu definitions are containers for components.

Lesson 14 Registering Components Examining Menu Definitions (continued) There are two important elements in a menu definition: • Bar items. Slide 301 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 311 . which compartmentalize the menu. • Menu items. which are links to components.

FOR 4. Drag the component definition to the empty spot at the bottom of the menu item list. Double-click the bar item 3.Registering Components Lesson 14 Examining Menu Definitions (continued) The Registration Wizard links the component to the menu definition. rather than using the wizard: 1. Slide 302 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 312 PeopleSoft Proprietary and Confidential . Open the menu definition. 2. However. to make the connection manually. Save the menu definition.

you will review the activity overview and examine a menu definition. “Registering the Component.” Activity 40: Examining Menu Definitions. See PeopleTools I: Activity Guide. lesson 14. Slide 303 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 313 .Lesson 14 Activity 40: Registering Components Examining Menu Definitions In this activity.

Registering Components Lesson 14 Identifying PeopleSoft Security Basics You design application security around three elements: • Permission lists • Roles • User IDs FOR Slide 304 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 314 PeopleSoft Proprietary and Confidential .

any permissions associated with the Training Administrator role will be available to her.Lesson 14 Registering Components Identifying PeopleSoft Security Basics (continued) This diagram shows a partial map of the security plan for the PSU Training application: Permission Lists PSU2000 Course Delivery Roles PSU1100 Course Administration FOR INTERNAL USE ONLY! Instructor RCASTILLO User IDs PSU 3000 PSU Purchasing PSU1525 Instructor Evaluation DBORDIER ALLPAGES PSU1500 Student Evaluation Training Administrator Student Application Developer CFULLER ENG PTTRN JJONES JSMITH PSU Training security plan Slide 305 ______________________________________________________________________________________________________ Student Notes Notice the user IDs. and JSMITH. If CFULLER signs on to the database. Likewise. JJONES. any permissions associated with the Student role will be available to the user IDs. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 315 . ENG.

Permissions & Roles. Security. See Also PeopleTools 8. • Edit the actions in the component that the user accesses. Use the permission list pages to: • Add Menu definitions to the permission list. • Edit the page in the component that the user accesses. and action rights. Unless you have previously attached a component to a menu. Permission Lists Pages page Use the Edit Components link on the Pages page to grant specific component. Note. • Edit the components that the user accesses.Registering Components Lesson 14 Identifying PeopleSoft Security Basics (continued) A permission list contains information about component access. You insert a menu in the grid. page. you cannot grant access to that component. “Working with Permission Lists” 316 PeopleSoft Proprietary and Confidential .44 PeopleBook: Security Administration. FOR Slide 306 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Pages page to insert a menu definition: Page Name Navigation Permission List PSU1300 PeopleTools.

3. Click the Edit Components link. Select the desired component and click the associated Edit Pages link. FOR Slide 307 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 317 .Lesson 14 Registering Components Identifying PeopleSoft Security Basics (continued) To configure access at the page definition level: 1. 2. Insert a menu definition. Select the desired pages and actions. 4.

To manually configure a role: 1. 2. Insert the permission list that you want to access. Security. “Working with Roles” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 318 PeopleSoft Proprietary and Confidential . Save the role. Permissions & Roles. Roles Permission Lists page See Also PeopleTools 8. Slide 308 ______________________________________________________________________________________________________ FOR Student Notes Use the Permission Lists page to assign permission lists to roles: INTERNAL USE ONLY! Page Name Navigation Permission Lists PeopleTools. Select the Permission Lists page. 3.44 PeopleBook: Security Administration.Registering Components Lesson 14 Identifying PeopleSoft Security Basics (continued) Roles generally have names that describe a job or function.

you have been signing on as user PTOOLS1. Slide 309 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 319 . • The permission lists attached to those roles. The security access for this user is determined by: • The roles attached to the PTOOLS1 userID.Lesson 14 Registering Components Identifying PeopleSoft Security Basics (continued) You use user IDs to sign on. During this class.

44 PeopleBook: Security Administration.Registering Components Lesson 14 Identifying PeopleSoft Security Basics (continued) You assign roles to user IDs on the Roles page. Security. Slide 310 ______________________________________________________________________________________________________ Student Notes Use the Roles page to assign roles to a user ID: Page Name Roles FOR Navigation PeopleTools. Permissions & Roles. Roles INTERNAL USE ONLY! Roles page See Also PeopleTools 8. “Working with User Profiles” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 320 PeopleSoft Proprietary and Confidential .

2. Sign in as a different user. lesson 14.” Activity 41: Identifying PeopleSoft Security Basics. Record your findings. “Registering the Component. Examine permissions. INTERNAL USE ONLY! Slide 311 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 321 . FOR See PeopleTools I: Activity Guide.Lesson 14 Activity 41: Registering Components Identifying PeopleSoft Security Basics In this activity. you will review the activity overview and: 1. 4. Examine roles. 3.

See Also PeopleTools 8.Registering Components Lesson 14 Navigating the Portal Registry The structure and content pages consist of three sections: • Use the breadcrumbs section to indicate the level at which you are working. and content references in the Structure and Content page.44 PeopleBook: Internet Technology. FOR Slide 312 ______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this page: INTERNAL USE ONLY! Page Name Navigation Structure and Content PeopleTools. “Working with the Registry and URLs” 322 PeopleSoft Proprietary and Confidential . Portal. Structure and Content • Use the Structure and Content page to create and alter the navigational hierarchy: Breadcrumbs Folders Content References Breadcrumbs. • Use the folders scroll area to create and modify folders. • Use the content references scroll area to create and modify content references. folders.

“Implementing Portals” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 323 .44 PeopleBook: Internet Technology.Lesson 14 Registering Components PeopleTools 8.

Slide 313 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 324 PeopleSoft Proprietary and Confidential .Registering Components Lesson 14 Navigating the Portal Registry (continued) The Registration Wizard configures the portal registry. • Places the content reference in an existing folder. The Registration Wizard: • Creates a content reference and configures its properties.

Navigate to the Structure and Content component. you can create a content reference manually. To create a content reference manually: 1. In addition. you can effective-date content references. 2. This topic is covered in detail in the PeopleSoft Enterprise Portal Administration course. Create a new content reference in a folder. • Sequence number. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 325 . • Label. • Menu and component names. FOR Slide 314 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Properties of a content reference include: • Name. Note. 3. Enter properties for the content reference.Lesson 14 Registering Components Navigating the Portal Registry (continued) Although the Registration Wizard creates content references for you. • Long description.

Examine folders. 2. FOR See PeopleTools I: Activity Guide. Examine the menu pagelet navigation. Examine breadcrumbs. 3. 4. you will review the activity overview and: 1. lesson 14.” Activity 42: Navigating the Portal Registry. “Registering the Component. INTERNAL USE ONLY! Slide 315 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 326 PeopleSoft Proprietary and Confidential .Registering Components Activity 42: Lesson 14 Navigating the Portal Registry In this activity. Examine content references.

Lesson 14 Registering Components Planning Component Registration The most difficult part of the registration process is planning your needs before you start the wizard. Examine your detailed technical specifications closely before running the Registration Wizard and entering values. Slide 316 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 327 .

FOR Slide 317 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 328 PeopleSoft Proprietary and Confidential . • Consider using menu bar items for organizational purposes. You select the menu definition for your component based on a few simple rules: • Avoid using menu definitions delivered with PeopleSoft applications. • Create menu definitions that make sense as containers for objects.Registering Components Lesson 14 Planning Component Registration (continued) Menu definitions no longer generate the user interface. without concern for navigation.

Lesson 14 Registering Components Planning Component Registration (continued) Associating permission lists with components is the security administrator’s job. You might be playing this role eventually. but it’s not part of the development process. Slide 318 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 329 .

You need to know two things about the Registration Wizard: • You must know the name of the folder. the folder where you place content references. FOR Slide 319 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 330 PeopleSoft Proprietary and Confidential . you should document. in the technical specifications. • You cannot browse through the portal structure from the Registration Wizard.Registering Components Lesson 14 Planning Component Registration (continued) Before beginning development.

• Label text should clearly indicate the purpose of the underlying component.Lesson 14 Registering Components Planning Component Registration (continued) The label is what the user sees in the navigation. • Subordinate labels should not repeat higher-level folder information. Label characteristics include: • Labels are limited to 30 characters. FOR Slide 320 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 331 .

FOR Slide 321 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 332 PeopleSoft Proprietary and Confidential .Registering Components Lesson 14 Planning Component Registration (continued) Characteristics of the description include: • The content reference description is a text string of up to 255 characters. • The text appears in the interface when users point the mouse over a content reference • Use this description to expand on the description in the label.

Start with a glance at the technical specifications. However.Lesson 14 Registering Components Registering the Component The Registration Wizard automates the manual process that you have just seen. you begin the automatic process as you would the manual process. This table shows the specifications for menu information: Property Value or Status Menu definition 0400_PTOOLS1 Bar item STUDENT FOR Slide 322 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 333 .

view. or edit details about PSU courses Sequence FOR 10 Slide 323 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 334 PeopleSoft Proprietary and Confidential .Registering Components Lesson 14 Registering the Component (continued) This table shows the specifications for navigational information: Property Value or Status Portal registry folder T1_COURSES Content reference label Course Details Content reference long description Create.

Lesson 14 Registering Components Registering the Component (continued) This table shows the specifications for security information: Property Value or Status Permission List CPPT0400 Add Action Selected Update/Display Action Selected Update/Display All Action Correction Action FOR Selected Selected Slide 324 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 335 .

INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 336 PeopleSoft Proprietary and Confidential . many of the properties that you entered are saved and will appear as defaults when you register the next component.Registering Components Lesson 14 Registering the Component (continued) This table shows the specifications for project information: Property Value or Status Menu Selected Registry entry Selected Permission list Selected FOR Slide 325 ______________________________________________________________________________________________________ Student Notes When you finish registering a component.

” Activity 43: Registering the Component. See PeopleTools I: Activity Guide. FOR 5. lesson 14. 4. Add project options. INTERNAL USE ONLY! Slide 326 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 337 . Open the Registration Wizard. Configure the content reference. you will review the activity overview and: 1. Assign the permission list. Select the menu definition. 3.Lesson 14 Activity 43: Registering Components Registering the Component In this activity. “Registering the Component. 2.

3. See PeopleTools I: Activity Guide.Registering Components Activity 44: Lesson 14 Registering the T1_COURSE_MATL Component In this activity. 2. Add project options. Assign the permission list.” Activity 44: Registering the T1_COURSE_MATL Component. “Registering Components. Select the menu definition. lesson 14. 4. FOR 5. INTERNAL USE ONLY! Slide 327 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 338 PeopleSoft Proprietary and Confidential . Open the Registration Wizard. Configure the content reference. you will review the activity overview and: 1.

• You can enter and configure content references through the browser. you learned that: • Component registration consists of placing a component on a menu. • Before you run the Registration Wizard. FOR INTERNAL USE ONLY! Slide 328 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 339 . Structure & Content. and assigning a permission list to the component and the content reference. and user IDs. creating content references in the portal registry. configuring the content reference properties. Portal. analyze the tasks that it performs and have a project plan with you during the registration process. and establishing security. roles. not navigational structures. • PeopleSoft security is based on permission lists.Lesson 14 Registering Components Review In this lesson. • The Registration Wizard saves development time by attaching components to menu definitions. by selecting PeopleTools. • Menu definitions are component repositories.

Registering Components Lesson 14 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 340 PeopleSoft Proprietary and Confidential .

You test your new application by: • Adding. • Using the DBMS query tool to verify data in the database. you will be able to: • Create and analyze test plans. you must perform a rigorous test to ensure online functionality and data integrity. deleting. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 341 . • Examining application data. and modifying data. INTERNAL USE ONLY! Slide 330 ______________________________________________________________________________________________________ Student Notes Before releasing new or modified applications. • Test applications. • Confirming default values and prompt lists. • Troubleshoot common issues.Lesson 15 Testing an Application Objectives FOR By the end of this lesson.

you move back to the appropriate step to resolve it. If you find problems. and walk through the testing process again until you are ready to go to production.Testing an Application Lesson 15 Creating and Analyzing Test Plans The fourth phase is composed of one step. Test FOR Test Application Plan Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design The testing phase of application development Slide 331 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 342 PeopleSoft Proprietary and Confidential . as illustrated in the following diagram.

Lesson 15 Testing an Application Creating and Analyzing Test Plans (continued) Before you start. however. be aware of dependencies the application might have on other tables in the database. Slide 332 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 343 . You are especially interested in search record dependencies.

• Use the record definition to determine default values: T1_COURSE_TBL record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 344 PeopleSoft Proprietary and Confidential . confirm the presence of the defaults values as you add or insert rows. Open INTERNAL USE ONLY! Select Record from the Definition drop-down list box. Slide 334 ______________________________________________________________________________________________________ Student Notes FOR Use the following navigation path to access this page: Definition Name T1_COURSE_TBL Navigation File.Testing an Application Lesson 15 Creating and Analyzing Test Plans (continued) The specification calls for default values on certain fields. These default values were determined at the record definition level. During testing.

• Testing yes/no prompts. Open Select Record from the Definition drop-down list box.Lesson 15 Testing an Application Creating and Analyzing Test Plans (continued) You configured three types of prompts for data validation in this record definition. FOR Slide 335 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the following navigation path to access this page: Page Name Navigation T1_COURSE_TBL File. • Use the record definition to examine prompts: T1_COURSE_TBL record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 345 . The test plan should include: • Testing translate table prompts. • Testing prompt table prompts.

you must: • Determine the rules. • Document the expected behavior of the affected prompts.Testing an Application Lesson 15 Creating and Analyzing Test Plans (continued) Tableset sharing is a form of data validation where users are limited to certain choices based on the business rules that were set up for the prompt tables. If your component includes tableset sharing. FOR Slide 336 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 346 PeopleSoft Proprietary and Confidential .

Slide 337 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 347 .” Activity 45: Creating and Analyzing Test Plans. “Testing an Application.Lesson 15 Activity 45: Testing an Application Creating and Analyzing Test Plans In this activity. See PeopleTools I: Activity Guide. you will review the activity overview and formulate a test plan. lesson 15.

• Inserting rows. FOR INTERNAL USE ONLY! Slide 338 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 348 PeopleSoft Proprietary and Confidential . • Checking default values. you expect the PS_T1_COURSE_TBL table to be empty. this test includes: • Adding high-level keys. • Testing effective-dated logic. Therefore. • Verifying data validation prompts.Testing an Application Lesson 15 Testing Applications Because the T1_COURSE component uses the same record for both search and primary.

• Insert rows. • Verify data validation prompts. Slide 339 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 349 . FOR INTERNAL USE ONLY! See PeopleTools I: Activity Guide. “Testing an Application. you will review the activity overview and: • Check for data dependencies. lesson 15. • Add high-level keys. • Test effective-dating logic.” Activity 46: Testing Applications.Lesson 15 Activity 46: Testing an Application Testing Applications In this activity. • Check default values.

This chart describes issues that result from mistakes in a field definition: Problem Configuration Option Drop-down list boxes or radio buttons don’t include all required values. Check the length in the field definition. Field label is incorrect. open the properties dialog box and select the Translate Values tab. a change here can affect many areas of the application. record. and page definitions. Use caution. Not enough characters are allowed in a field. In the field definition.Testing an Application Lesson 15 Troubleshooting Common Issues Here are some issues that you may find during testing. INTERNAL USE ONLY! Slide 340 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 350 PeopleSoft Proprietary and Confidential . Data entered is in the wrong format (all uppercase or mixed case). Use caution. Check the format in the field definition. FOR Check the effective date of translate value. Check the label IDs in the field. a change here can affect many areas of the application.

and list box settings of the search record.Lesson 15 Testing an Application Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in a record definition: Problem Configuration Option Duplicate key error messages Check the key structure. Prompt not available or prompting to wrong table Check record field edits properties. Search page not correct Check the key. FOR Default values missing or incorrect Check record field use properties. alternate search key. Slide 341 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 351 . If you make changes remember to rebuild (or alter) the table or recreate indexes.

FOR Slide 342 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 352 PeopleSoft Proprietary and Confidential . Build or alter from record if required.Testing an Application Lesson 15 Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in creating the SQL table: Problem Configuration Option SQL errors when accessing search page or component Verify that the table exists. Determine whether someone modified the record definition but did not alter the underlying table.

Slide 343 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 353 . FOR Check page field properties.Lesson 15 Testing an Application Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in a page definition: Problem Configuration Option High-level key can be edited. Check page field properties for display-only setting. Label text is incorrect. Check the page field properties for control and related field settings. Check page definition. It should be pointed to a field in the prompt table. There is no data in a related field. plus the field settings for the related field. Alignment of controls on the screen is off.

Use tab. Use tab. Check Component Properties. Search page shows inappropriate fields. Incorrect or inappropriate buttons appear on bottom of display. FOR INTERNAL USE ONLY! Slide 344 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 354 PeopleSoft Proprietary and Confidential . Check Component Properties.Testing an Application Lesson 15 Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in a component definition: Problem Configuration Option Label on page tabs is incorrect. Internet tab. Check the component definition for the Item Label and Folder Tab Label fields. Check Component Properties. Internet tab. Inappropriate actions available to user. You want different defaults for the initial search page. Check Component Properties.

Edit content reference in the portal registry. Open menu definition and edit menu item label. Search page title is cryptic text. Examine the portal registry for content reference security.Lesson 15 Testing an Application Troubleshooting Common Issues (continued) This chart describes issues that result from mistakes in component registration: Problem Configuration Option Content reference is not visible. Inappropriate text appears for content reference label or description. Examine the permission list and check page security settings. FOR INTERNAL USE ONLY! Slide 345 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 355 . Save the content reference to refresh permission list associations. Examine content reference in portal registry and verify names of component and menu definition. An access error appears when clicking a content reference.

INTERNAL USE ONLY! Slide 346 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 356 PeopleSoft Proprietary and Confidential . • Insert rows. • Verify data validation prompts. • Check default values. FOR See PeopleTools I: Activity Guide.” Activity 47: Testing More of the Training Application. you will review the activity overview and: • Check for data dependencies.Testing an Application Activity 47: Lesson 15 Testing More of the Training Application In this activity. lesson 15. “Testing the Application.

• After formulating a test plan based on the guidelines above. and examine effective dating logic. verify default values and validation tables. test key structure. and then walk through the remaining steps of development. • It is important to methodically trace any problems to the definition that is causing it. you learned that: • It is important to create a test plan that will check for data dependencies.Lesson 15 Testing an Application Review In this lesson. FOR Slide 347 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 357 . you implement the plan by entering data.

Testing an Application Lesson 15 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 358 PeopleSoft Proprietary and Confidential .

44 navigation. • Move folders or content references to new parent folders.Lesson 16 Editing the Registry Structure Objectives FOR By the end of this lesson. you will be able to: • Describe content organization in PeopleTools 8. • Create new folders. • Delete folders. INTERNAL USE ONLY! Slide 349 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 359 .

Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.44 Navigation Navigation in enterprise applications based on PeopleTools 8. • Has changed significantly from previous PeopleTools releases. • Allows for a single navigational taxonomy that spans multiple application databases. in which navigation was derived from menu definitions.44: • Is derived from the contents of the portal registry. FOR Slide 350 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 360 PeopleSoft Proprietary and Confidential .

44 Navigation (continued) When considering what makes up a content reference in the navigation.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8. ask these questions: • Which node contains the content? • Which portal registry are you using? • Which folder holds the content reference? • Where does the content reference point? FOR Slide 351 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 361 .

• PeopleSoft application with portal pack.44 Navigation (continued) The answers to the questions depend partly on your license agreement. • PeopleSoft Enterprise Portal. There are three license agreement categories: • PeopleSoft application. FOR Slide 352 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 362 PeopleSoft Proprietary and Confidential .Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.

Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8. Each application suite maintains its own server processes and database. as this diagram shows: Home Pages Web Server FOR HRMS PIA Application Server Application Databases HRMS Domain HRMS INTERNAL USE ONLY! CRM PIA CRM Domain CRM PeopleSoft application architecture Slide 353 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 363 .44 Navigation (continued) All PeopleSoft applications provide access to application content by navigation and Verity search.

44 Navigation (continued) Portal packs are aligned by product lines and include pagelets as well as a personalized homepage with multiple tabs. This diagram illustrates an application portal: Home Pages HR HR HR Web Server Application Server Application Databases HRMS PIA HRMS Domain HRMS CRM Domain CRM FOR HR INTERNAL USE ONLY! CRM CRM CRM CRM PIA CRM PeopleSoft application with portal pack architecture Slide 354 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 364 PeopleSoft Proprietary and Confidential .Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.

as this diagram shows: Web Server FOR HRMS PIA Home Page CRM HR CRM HR HR Application Server Application Databases HRMS Domain HRMS INTERNAL USE ONLY! CRM PIA CRM Domain CRM Portal PIA Portal Domain Portal PeopleSoft Enterprise Portal architecture Slide 355 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 365 . as well as any other content that you want to deploy in the portal.44 Navigation (continued) PeopleSoft Enterprise Portal runs on its own database and can aggregate content and portal packs across multiple PeopleSoft application databases.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.

Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.44 Navigation (continued) Navigation standards in previous releases were based on menu bar item names that held links to content. There were five standard menu bar item names: • Use • Inquire • Setup • Process • Report FOR INTERNAL USE ONLY! Slide 356 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 366 PeopleSoft Proprietary and Confidential .

4. This diagram shows a simple example of how you might map a business process: Training Self Service Administer a Training Class On-line Enrollment FOR INTERNAL USE ONLY! Minimum Threshhold? Yes Assign Instructor Prepare Classroom Deliver Course Course Evaluation No Billing Cancel Class Pages mapped to tasks in a business process Slide 357 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 367 . navigation is organized around functional areas and business processes.44 Navigation (continued) In PeopleTools 8.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.

44 Navigation (continued) The top level of folders represents the functional areas. Folders can contain other folders or content references.Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8. This diagram shows how the navigation might look based on a simple business process: Self Service FOR Enroll in Training Training INTERNAL USE ONLY! Class Administration Classroom Assignments Classroom Preparation Course Evaluations Collect Fees Navigation for administering a training class Slide 358 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 368 PeopleSoft Proprietary and Confidential .

• Do not repeat a term in a folder and in the content reference. • Long descriptions for content references should be in sentence case without periods. • Limit the contents of a folder to 14 folders and content references combined.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8. • The order of content references should match the steps in the business process. where possible.44 Navigation (continued) Keep in mind these rules as you develop your navigation: • Aim for a flat taxonomy. • Users should be able to access a content reference with no more than three clicks (two folders plus a content reference). FOR INTERNAL USE ONLY! Slide 359 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 369 .

2. Examine content reference configuration settings.Editing the Registry Structure Activity 48: Lesson 16 Examining the Portal Registry In this activity. Examine the default portal. you will review the activity overview and: 1. 4. 3. “Editing the Registry Structure.” Activity 48: Examining the Portal Registry. lesson 16. Examine the default node. FOR See PeopleTools I: Activity Guide. Examine folder configuration settings. INTERNAL USE ONLY! Slide 360 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 370 PeopleSoft Proprietary and Confidential .

Lesson 16 Editing the Registry Structure Creating Folders You must create a folder before running the registration wizard. This section discusses how to: • Name folders. • Verify that folders appear in navigation. FOR Slide 361 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 371 . • Create new folders.

Editing the Registry Structure Lesson 16 Creating Folders (continued) Follow these guidelines when naming new folders: • Each folder in the portal registry must have a unique name. FOR Slide 362 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 372 PeopleSoft Proprietary and Confidential . • A folder name can be up to 30 characters long. • You might want to include in the name a clue to the location of the folder. • Use a naming convention to help you identify new folders.

Select PeopleTools. Click Save. 4. Portal. Select the Add Folder link. 2.Lesson 16 Editing the Registry Structure Creating Folders (continued) To create a folder in the portal registry: 1. Enter the appropriate text in the Folder Administration page. 3. FOR Slide 363 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 373 . Structure and Content.

Click the Refresh button on the browser. you will need to verify the folder’s existence. 2. Click the folder to view its contents. Slide 364 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 374 PeopleSoft Proprietary and Confidential .Editing the Registry Structure Lesson 16 Creating Folders (continued) Once you create the folder. To verify a folder’s existence: 1.

you will review the activity overview and: 1. Verify that the folder appears in the taxonomy. 2. “Editing the Registry Structure. See PeopleTools I: Activity Guide.” Activity 49: Creating Folders in the Portal Registry. lesson 16. Create a folder.Lesson 16 Activity 49: Editing the Registry Structure Creating Folders in the Portal Registry In this activity. FOR Slide 365 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 375 .

When you move a folder.Editing the Registry Structure Lesson 16 Moving Folders or Content References to New Parent Folders A folder can contain a number of content references and folders. you graft it like the branch of a tree to a new location. Slide 366 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 376 PeopleSoft Proprietary and Confidential . All subordinate content moves with it. like the twigs and leaves of a tree. and those folders usually have more content references.

Slide 367 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 377 .Lesson 16 Editing the Registry Structure Moving Folders or Content References to New Parent Folders (continued) To move a folder and its subordinate content to a new location in the navigation: 1. Click the Edit link to move the folder that is beside the link 4. 3. Select a folder. FOR 5. 2. Select PeopleTools. Navigate to the new folder and click the folder name. Portal. Click the Select New Parent Folder button. Structure and Content.

See PeopleTools I: Activity Guide. 2. Move folders. Verify that folders appear in the navigation. FOR Slide 368 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 378 PeopleSoft Proprietary and Confidential .Editing the Registry Structure Activity 50: Lesson 16 Moving Folders or Content References In this activity. “Editing the Registry Structure” Activity 50: Moving Folders or Content References. you will review the activity overview and: 1. lesson 16.

because: • Deleting a folder deletes everything in it. • There is no undo option. you must assess the impact of deletion. Slide 369 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 379 .Lesson 16 Editing the Registry Structure Deleting Folders Before deleting a folder.

3. 2. Click the Save button. FOR Slide 370 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 380 PeopleSoft Proprietary and Confidential . To delete a folder: 1. Click the Delete button for the desired folder.Editing the Registry Structure Lesson 16 Deleting Folders (continued) If you no longer need a folder and you have minimized the impact. you should delete it from the portal registry. Click OK in the warning dialog box.

“Editing the Registry Structure. Verify that the My Test folder was deleted. See PeopleTools I: Activity Guide. you will review the activity overview and: 1. 2.Lesson 16 Activity 51: Editing the Registry Structure Deleting Folders in the Portal Registry In this activity. FOR Slide 371 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 381 .” Activity 51: Deleting Folders in the Portal Registry. lesson 16. Delete the My Test folder from the portal registry.

Move a content reference. Create a folder. you will review the activity overview and: 1. 2. “Editing the Registry Structure.Editing the Registry Structure Activity 52: Lesson 16 Working with Folders in the Portal Registry In this activity. FOR Slide 372 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 382 PeopleSoft Proprietary and Confidential .” Activity 52: Working with Folders in the Portal Registry. See PeopleTools I: Activity Guide. lesson 16.

• Deleting a folder or content reference from the portal registry is a quick process but can have broad consequences. to other areas of the taxonomy. • You can move existing folders. along with their content.Lesson 16 Editing the Registry Structure Review In this lesson. FOR INTERNAL USE ONLY! Slide 373 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 383 . • New folders are created in the Structure and Content component of the portal registry. 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.

Editing the Registry Structure Lesson 16 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 384 PeopleSoft Proprietary and Confidential .

• Edit menu item labels. you will be able to: • Describe the purpose of a menu.Lesson 17 Creating Menu Definitions Objectives FOR By the end of this lesson. • Create menu definitions. INTERNAL USE ONLY! Slide 375 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 385 . • Locate a component on a menu.

• Create logical groupings for security. menu definitions no longer generate navigation.4. • Establish a link to the portal registry. FOR Slide 376 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 386 PeopleSoft Proprietary and Confidential . however. Instead. menus: • Are placeholders for components. As of PeopleTools 8.Creating Menu Definitions Lesson 17 Describing the Purpose of a Menu The term menu implies user navigation.

Lesson 17 Creating Menu Definitions Describing the Purpose of a Menu (continued) Menu definitions consist of three elements: • Menu name • Bar item name • Menu item FOR Slide 377 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 387 .

Slide 378 ______________________________________________________________________________________________________ FOR Student Notes Press CTRL+J to see definition names: INTERNAL USE ONLY! Definition names ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 388 PeopleSoft Proprietary and Confidential .Creating Menu Definitions Lesson 17 Locating a Component on a Menu The registration wizard places a component on a menu. If you do not remember with which menu you associated a specific component: 1. Navigate to the component. Press CTRL+J. 2.

you open them in the PeopleSoft Application Designer.Lesson 17 Creating Menu Definitions Locating a Component on a Menu (continued) When you know the name of the menu and the component. Slide 379 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 389 .

a search page loads.Creating Menu Definitions Lesson 17 Editing Menu Item Labels When you select a content reference. Slide 380 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 390 PeopleSoft Proprietary and Confidential . Every search page has a title. The title should match the content reference to maintain consistency in the look of the application.

Lesson 17 Creating Menu Definitions Editing Menu Item Labels (continued) When you register a component. the search page titles do not match the content reference labels. Slide 381 ______________________________________________________________________________________________________ Student Notes FOR This diagram shows a search page title and a menu item label: INTERNAL USE ONLY! Search page title ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 391 . as is the case for the Course Details and the Course Materials components that you created in class.

3. Save the menu definition.Creating Menu Definitions Lesson 17 Editing Menu Item Labels (continued) To change menu item labels: 1. FOR 5. 2. Double-click the menu item. Slide 382 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 392 PeopleSoft Proprietary and Confidential . Enter the new label. Select the bar item under which the menu item resides. 4. Open the menu definition.

Lesson 17 Activity 53: Creating Menu Definitions Editing Menu Item Labels In this activity. you will review the activity overview and change menu item labels. Slide 383 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 393 . “Creating Menu Definitions. See PeopleTools I: Activity Guide. Activity 53: Editing Menu Item Labels. lesson 17.

you must determine whether to: • Use an existing definition. • Create a new one. Slide 384 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 394 PeopleSoft Proprietary and Confidential .Creating Menu Definitions Lesson 17 Creating Menu Definitions PeopleSoft applications have many existing menu definitions. When developing.

Click the OK button.Lesson 17 Creating Menu Definitions Creating Menu Definitions (continued) You create menu definitions in the same as any other definition in PeopleSoft Application Designer. Click the OK button. FOR 4. New. 3. 2. Select Menu from the New Definition dialog box. Select the Standard menu type radio button. Select File. 5. INTERNAL USE ONLY! Slide 385 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 395 . To create a menu definition: 1.

FOR Slide 386 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 396 PeopleSoft Proprietary and Confidential . you add bar items to the new menu.Creating Menu Definitions Lesson 17 Creating Menu Definitions (continued) After selecting a new menu definition. Enter a label. 2. Double-click the empty rectangle with dashed lines. 3. Enter a name that is unique to this menu. To add a bar item to the menu: 1.

Click the OK button. Select File. Select Component radio button from the Type field. Double-click the empty rectangle with dashed lines under the new bar item. to configure a menu item: 1. INTERNAL USE ONLY! 6. FOR 3. Slide 387 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 397 .Lesson 17 Creating Menu Definitions Creating Menu Definitions (continued) To save a menu definition you must include at least one bar item and at least one menu item. Save. 2. Click the OK button. Enter data in the Save As field. 4. The easiest solution is to place a separator bar as a menu item under the bar item itself. Otherwise. 5.

lesson 17. 3. Add a separator bar to the menu item. Create a menu definition. INTERNAL USE ONLY! Slide 388 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 398 PeopleSoft Proprietary and Confidential .” Activity 54: Creating a Menu Definition. FOR See PeopleTools I: Activity Guide. 4. “Creating Menu Definitions. you will review the activity overview and: 1.Creating Menu Definitions Activity 54: Lesson 17 Creating a Menu Definition In this activity. Add a bar item. Save a menu definition. 2.

Lesson 17 Creating Menu Definitions Review In this lesson. FOR INTERNAL USE ONLY! Slide 389 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 399 .4. • Developers should open the menu definition and edit the item label to match the content reference label. • Creating a menu definition is a four-step process. • 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. but in PeopleTools 8. you learned that: • Menu definitions were used to construct user navigation in previous PeopleSoft releases. providing links to security and the portal registry. menu definitions act as containers for components.

Creating Menu Definitions Lesson 17 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 400 PeopleSoft Proprietary and Confidential .

Slide 391 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 401 .Lesson 18 Analyzing the Impact of Design Changes FOR Objectives By the end of this lesson. • Synchronize record definitions and database tables. • Incorporate upgrades in the development strategy. you will be able to: INTERNAL USE ONLY! • Determine relationships among definitions.

Slide 392 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 402 PeopleSoft Proprietary and Confidential . try to keep specialized configurations to a minimum. • Upgrade smoothly.Analyzing the Impact of Design Changes Lesson 18 Determining Relationships Among Definitions If you determine that new configurations are necessary. This way you can: • Implement the application more quickly.

This diagram shows the relationship among application definitions: Field Field Field Field Record Page FOR Table INTERNAL USE ONLY! Relationship among application definitions Slide 393 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 403 .Lesson 18 Analyzing the Impact of Design Changes Determining Relationships Among Definitions (continued) You design definitions before you develop applications.

• Use the PeopleTools Cross Reference page.Analyzing the Impact of Design Changes Lesson 18 Determining Relationships Among Definitions (continued) To determine the definitions that are affected by a change to an existing definition. Slide 394 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 404 PeopleSoft Proprietary and Confidential . you can: • Use the PeopleSoft Application Designer Find Definition References tool.

” Activity 55: Determining Relationships Among Definitions. Using the Record Cross Reference page. 2. lesson 18. See PeopleTools I: Activity Guide. you will review the activity overview and: 1. FOR Slide 395 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 405 .Lesson 18 Activity 55: Analyzing the Impact of Design Changes Determining Relationships Among Definitions In this activity. Find definition references. “Analyzing the Impact of Design Changes.

Slide 396 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 406 PeopleSoft Proprietary and Confidential . use the Alter option of the Build operation. which are based on record definitions.Analyzing the Impact of Design Changes Lesson 18 Synchronizing Record Definitions and Database Tables Data is stored in SQL tables. To remedy this problem without losing application data. Changes to field definitions or record definitions often make the underlying table no longer synchronized with the record definition.

DateTime. Character) Reasonable date check PeopleCode NA NA PeopleCode ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 407 . Date. you might have to alter the associated SQL table to synchronize it. Image) NA Prompt table edit Translate table edit Yes/No edit Value required (Numeric. depending on the changes. Slide 397 ______________________________________________________________________________________________________ Student Notes Use this table to determine what actions you must perform when you change a record definition: Properties Field Use FOR Table Structure Changes (Create or Alter Table) Index Changes (Create Index) INTERNAL USE ONLY! Field name NA Definition Changes (Do Nothing) Format Length Long name Type Short name Delete/Add field from record definition Translate table values NA Key (new) Alternate search key Search key (if already a key) Key direction (ascending or descending) List box item Duplicate order key Auto update Defaults (value and page control) Field audits Edits Value Required (Long Character. Time.Lesson 18 Analyzing the Impact of Design Changes Synchronizing Record Definitions and Database Tables (continued) If you change either a field definition or a record definition.

Slide 398 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 408 PeopleSoft Proprietary and Confidential . Select a build execute option. Click the Build button. Select Create Indexes. FOR 5. 2. 3. Open the record definition. Select Build.Analyzing the Impact of Design Changes Lesson 18 Synchronizing Record Definitions and Database Tables (continued) If you make a change that requires an update to an index only: 1. 4. Current Definition.

You must also recompile any COBOL programs that reference the altered table. you must either build or alter the table. INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 409 . The alter table process is similar to the create table process.Lesson 18 Analyzing the Impact of Design Changes Synchronizing Record Definitions and Database Tables (continued) If you change the table structure. you must rebuild any views that reference the altered table. Slide 399 ______________________________________________________________________________________________________ Student Notes FOR It is important to remember that if you alter a table. except that you do not lose the data that application data tables contain.

• Skip records if they contain data. • Truncate data. • Set the specific type of alter options that you would like.Analyzing the Impact of Design Changes Lesson 18 Synchronizing Record Definitions and Database Tables (continued) The Alter tab of the Build Settings dialog box provides options for handling existing data. You can: • Drop columns even if they hold data. FOR Slide 400 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 410 PeopleSoft Proprietary and Confidential .

Slide 401 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 411 . lesson 18. “Analyzing the Impact of Design Changes. 3. Examine the log and script. 6.Lesson 18 Activity 56: Analyzing the Impact of Design Changes Synchronizing Record Definitions and Database Tables In this activity. Examine the SQL table. 2. 4. INTERNAL USE ONLY! See PeopleTools I: Activity Guide. Test the application. Examine the page definition. FOR 5.” Activity 56: Synchronizing Record Definitions and Database Tables. Change build settings for the T1_COURSE_TBL table and alter the table. you will review the activity overview and: 1. Determine the impact of a definition change and changing the field definition.

depending on customer requirements.Analyzing the Impact of Design Changes Lesson 18 Incorporating Upgrades in the Development Strategy Every implementation is different. but there are three main categories: • The applications are unmodified • The applications have minor modifications • The applications are highly modified FOR Slide 402 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 412 PeopleSoft Proprietary and Confidential .

The definition upgrades take place without much required interaction. If you have not altered definitions. Slide 403 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 413 . upgrading the application is a relatively smooth operation.Lesson 18 Analyzing the Impact of Design Changes Incorporating Upgrades in the Development Strategy (continued) An upgrade is a replacement of existing definitions with new ones.

Analyzing the Impact of Design Changes Lesson 18 Incorporating Upgrades in the Development Strategy (continued) During the upgrade process. as illustrated in this diagram: Field A Field B Field C Field D Field A FOR INTERNAL USE ONLY! Existing Modified Record Definition Comparison Report Field B Field C Field D New Version of Record Definition Comparison between modified and upgraded definitions Slide 404 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 414 PeopleSoft Proprietary and Confidential . if internal version information of a definition indicates that it has been modified. information about the upgraded definition and the existing modified one is captured and placed in a comparison report.

Examine the comparison report to determine modifications made to the original definition. Slide 405 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 415 .Lesson 18 Analyzing the Impact of Design Changes Incorporating Upgrades in the Development Strategy (continued) To comply with the upgrade: 1. replacing the original. 2. Accept the upgraded definition. Using the development documentation. Find the documentation pertaining to your modifications. reapply the modifications to the upgraded definition. FOR 4. 3.

• When you modify an existing definition. create a new definition instead of modifying an existing one.Analyzing the Impact of Design Changes Lesson 18 Incorporating Upgrades in the Development Strategy (continued) To ensure smooth transitions between releases of PeopleSoft applications. FOR Slide 406 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 416 PeopleSoft Proprietary and Confidential . follow two rules: • When possible. document changes fully in the Comments field of the definition properties.

you should consider the impact of modifications on future upgrades. • Modifying field and record properties can cause the record definition to be unsynchronized with the database table. • When planning application development.Lesson 18 Analyzing the Impact of Design Changes Review In this lesson. FOR Slide 407 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 417 . you learned that: • You can use cross-reference tools to examine how definitions are interrelated. • Changing definitions can have pronounced effects on other definitions.

Analyzing the Impact of Design Changes Lesson 18 Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 418 PeopleSoft Proprietary and Confidential .

you will be able to: • Discuss application design • Create data structures • Create user interfaces • Test applications INTERNAL USE ONLY! Slide 409 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 419 .Lesson 19 Building Applications Objectives FOR By the end of this lesson.

Building Applications Lesson 19 Designing an Application You design the application in the planning phase as the diagram illustrates: Test Plan Test Application FOR Design Application Register Components INTERNAL USE ONLY! Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Planning phase Slide 410 ______________________________________________________________________________________________________ Student Notes All interested parties should be involved in this phase to avoid costly and timeconsuming mistakes. In the application design phase you produce: • Functional specifications • Technical specifications ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 420 PeopleSoft Proprietary and Confidential .

lesson 19. Slide 411 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 421 . “Building Applications. you will review the activity overview and: • Plan the data structures. • Plan the user interfaces.” Activity 57: Designing an Application. FOR See PeopleTools I: Activity Guide.Lesson 19 Activity 57: Building Applications Designing an Application In this activity. • Plan the testing.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 422 PeopleSoft Proprietary and Confidential . you can proceed to the data design phase as this diagram illustrates: Test Plan Test Application FOR Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Data design phase Slide 412 ______________________________________________________________________________________________________ Student Notes In this phase.Building Applications Lesson 19 Creating Data Structures With technical specifications prepared. The data design phase comprises three application development steps: • Step 2: Define fields. you create the underlying structure of the application. • Step 4: Build SQL tables. • Step 3: Create record definitions.

Lesson 19 Building Applications Creating Data Structures (continued) In step 2. You set such field properties as: • Type • Length • Label • Format • Translate values FOR Slide 413 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 423 . you identify and create new field definitions.

you create a record definition.Building Applications Lesson 19 Creating Data Structures (continued) In step 3. You set such record properties as: • Default values • Field level audits • Key structure • PeopleCode • Required fields • Table edits FOR INTERNAL USE ONLY! Slide 414 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 424 PeopleSoft Proprietary and Confidential .

you create the SQL tables.Lesson 19 Building Applications Creating Data Structures (continued) In step 4. You need to configure settings such as: • Build options • Execute options • Script options • Logging options FOR Slide 415 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 425 .

lesson 19.Building Applications Activity 58: Lesson 19 Creating Data Structures In this activity. See PeopleTools I: Activity Guide. Define fields. you will review the activity overview and: 1. Create record definitions. Build SQL tables. “Building Applications. FOR Slide 416 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 426 PeopleSoft Proprietary and Confidential . 3.” Activity 58: Creating Data Structures. 2.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 427 . • Step 6: Define components.Lesson 19 Building Applications Creating User Interfaces With the table structures in place. • Step 7: Register components. • Step 5: Create page definitions. you can proceed to the user interface phase as this diagram illustrates: Test Plan Test Application FOR Design Application INTERNAL USE ONLY! Register Components Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design User interface phase Slide 417 ______________________________________________________________________________________________________ Student Notes The user interface phase comprises three application development steps.

Building Applications Lesson 19 Creating User Interfaces (continued) In step 5. You set such page properties as: • Record name • Field name • Display options • Label options • Related field options • Page order • Page size • Alignment FOR INTERNAL USE ONLY! Slide 418 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 428 PeopleSoft Proprietary and Confidential . you create page definitions.

you create a component definition. You set such component properties as: • Search record • Actions • Toolbar options • Internet options • PeopleCode FOR Slide 419 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 429 .Lesson 19 Building Applications Creating User Interfaces (continued) In step 6.

you register a component. The Registration Wizard: • Places the component on a menu. • Sets up navigation through the portal registry. FOR Slide 420 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 430 PeopleSoft Proprietary and Confidential .Building Applications Lesson 19 Creating User Interfaces (continued) In step 7. • Sets up security rights on one permission list.

See PeopleTools I: Activity Guide. FOR Slide 421 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 431 . Create component definitions. lesson 19.” Activity 59: Creating User Interfaces. Register components. you will review the activity overview and: 1. “Building Applications. 3.Lesson 19 Activity 59: Building Applications Creating User Interfaces In this activity. Create page definitions. 2.

Building Applications Lesson 19 Testing Applications The final phase is also the last application development step as this diagram illustrates: Test Plan Test Application FOR Design Application Register Components INTERNAL USE ONLY! Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Testing phase Slide 422 ______________________________________________________________________________________________________ Student Notes Perform a rigorous test on the component by: • Adding rows of data. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 432 PeopleSoft Proprietary and Confidential . • Modifying rows of data. • Inserting rows of data. • Verifying defaults and prompts. • Deleting rows of data. • Testing all of the supported actions.

Lesson 19 Activity 60: Building Applications Testing the Application In this activity.” Activity 60: Testing the Application. See PeopleTools I: Activity Guide. you will review the activity overview and: 1. lesson 19. FOR Slide 423 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 433 . Test the course database application. “Building Applications. Test the course enrollment application. 2.

• In the user interface phase. and implement navigation. you create any fields that you need. FOR Slide 424 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 434 PeopleSoft Proprietary and Confidential . and then create the database tables. • In the data design phase. grant security access. you develop pages. create components. organize the fields into record definitions.Building Applications Lesson 19 Review In this lesson. • You should not release any application without a rigorous and thorough test phase. you learned that: • The application design phase produces functional and technical specifications.

In PeopleTools 8. Slide 426 ______________________________________________________________________________________________________ Student Notes All PeopleSoft 8 applications come with the Verity search engine. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 435 . • Add keywords to a search collection. this search capability powered PeopleBooks documentation only. • Generate a Verity search collection. In the original release of PeopleSoft 8.4.Lesson 20 Searching Applications by Using the Verity Search Engine FOR Objectives By the end of this lesson. you will be able to: INTERNAL USE ONLY! • Describe and perform a Verity search. • Perform a Verity search. the capabilities of Verity have been expanded to help users navigate the applications.

Slide 427 ______________________________________________________________________________________________________ Student Notes Security filtering is built in and implemented behind the scenes in a Verity search.Searching Applications by Using the Verity Search Engine Lesson 20 Describing and Performing a Verity Search You saw on the first day of this class that users can enter text to search for content. one of the largest providers of search engines. The permission lists assigned to each content reference determine security access. The search engine is supplied by Verity. FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 436 PeopleSoft Proprietary and Confidential .

Lesson 20 Searching Applications by Using the Verity Search Engine Describing and Performing a Verity Search (continued) In PeopleTools 8. users can access the Verity search engine to search within applications. When a user searches for text Verity examines an index based on the contents of the portal registry. The contents of the following fields are included in the index: • Label • Long Description • Author • Product • Node Name • Attributes (keywords) FOR INTERNAL USE ONLY! Slide 428 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 437 .4.

Slide 429 ______________________________________________________________________________________________________ Student Notes Use the Content Ref Administration page to enter information that the Verity search engine will use: Page Name FOR Content Ref Administration Navigation PeopleTools. Portal. 438 PeopleSoft Proprietary and Confidential . Click the Edit link for General Information. Structure and Content INTERNAL USE ONLY! Click the Courses link.Searching Applications by Using the Verity Search Engine Lesson 20 Describing and Performing a Verity Search (continued) All of these fields are available in the portal registry on the Content Ref Administration page.

Lesson 20 Searching Applications by Using the Verity Search Engine FOR INTERNAL USE ONLY! Content Ref Administration page ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 439 .

Rather. In the Verity search engine. PeopleSoft applications support four types of search collections: • Registry • Record • Web • File system FOR INTERNAL USE ONLY! Slide 430 ______________________________________________________________________________________________________ Student Notes PeopleSoft Enterprise Portal contains processes for building all these collections. a search index is generated from the text and stored on the application server. For standalone enterprise applications. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 440 PeopleSoft Proprietary and Confidential .Searching Applications by Using the Verity Search Engine Lesson 20 Describing and Performing a Verity Search (continued) The Verity search engine does not search all the text in the portal registry each time a user enters a search request. only the registry collection is supported. these indexes are called collections.

Lesson 20

Searching Applications by Using the Verity Search Engine

Describing and Performing a Verity Search (continued)
To perform a Verity search:
1. Enter a value in the Search field.
2. Click the search button.
3. Examine the results.
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Student Notes

The search field is at the top of the menu pagelet. The search button is to the right of the
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Activity 61:

Lesson 20

Performing a Verity Search
In this activity, you will review the activity overview and execute a Verity search.
See PeopleTools I: Activity Guide, lesson 20, “Searching Applications by Using the
Verity Search Engine,” Activity 61: Performing a Verity Search.

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Lesson 20

Searching Applications by Using the Verity Search Engine

Generating a Registry Search Collection
If you add content to the portal registry by registering components, you must generate a
new registry collection before searching text on the new content reference. To generate a
search collection:
1. Select PeopleTools, Portal, Build Registry Search Index.
2. Click the Search button.

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3. Click a Run Control ID link from the Search Results.
4. Click the Run button.
5. Select the process.

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6. Click the OK button.

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Searching Applications by Using the Verity Search Engine

Activity 62:

Lesson 20

Generating a Registry Search Collection
In this activity, you will review the activity overview and:
1. Generate a search collection.
2. Search for content.
See PeopleTools I: Activity Guide, lesson 20,“ Searching Applications by Using the
Verity Search Engine,” Activity 62: Generating a Registry Search Collection.

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Lesson 20

Searching Applications by Using the Verity Search Engine

Adding Keywords to a Search Collection
A search collection made up of text from labels and descriptions is helpful, but
occasionally users will want to find content based on words that are not in either field.
This is where keywords are helpful.
Slide 435 ______________________________________________________________________________________________________

Student Notes

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Use the Content Ref Administration page to add keywords:
Page Name

Content Ref Administration

Navigation

PeopleTools, Portal, Structure and Content

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Click the Courses link.

Click the Edit link for General Information.

Content Ref Administration page
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Lesson 20

Adding Keywords to a Search Collection (continued)
You can enter one or more keywords for a content reference in the Content Reference
Attributes region of the Content Ref Administration page. Follow these guidelines:

Enter terms that are not in the Label or Description field.

Enter terms that may be unique to the business process.

Slide 436 ______________________________________________________________________________________________________

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Here is an example of keywords entered for a content reference in a PeopleSoft human
resources application:

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Keywords entered in the Content Reference Attributes page
See Also

PeopleTools 8.44 PeopleBook: Internet Technology, “Administering Portals”
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Lesson 20

Searching Applications by Using the Verity Search Engine

Adding Keywords to a Search Collection (continued)
To add keywords for a content reference:
1. Enter KEYWORD in the Attribute field of the Content Reference Attributes region of
the Content Ref Administration page.
2. Enter Keyword in the Label field.
3. Enter search words or phrases separated by commas in the Attribute value field.

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4. (Optional) Select the Translate check box.
5. Click the Save button.

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6. Build the registry index when you finish entering all keywords.
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Student Notes

Select the Translate check box to make attribute values translatable into other languages.
It is a good practice to make keywords translatable.
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Activity 63:

Lesson 20

Implementing a Verity Search Collection
In this activity, you will review the activity overview and:
1. Enter keywords.
2. Rebuild the search collection.
3. Search for specific content in the training application.
See PeopleTools I: Activity Guide, lesson 20, “Describing the Verity Search Engine,”
Activity 63: Implementing a Verity Search Collection.

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Lesson 20

Searching Applications by Using the Verity Search Engine

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.

Keywords are unique, searchable values that enable you to expand the scope of a
Verity search for specific content references.

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Lesson 20

Notes
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Lesson 21

Performing Data Audits
Objectives

FOR

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

Discuss advantages and disadvantages of implementing audits.

Implement field-level audits.

Implement record-level audits.

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Student Notes

PeopleSoft has two approaches to auditing data: by field and by record definition. In
either case, the system writes data to tables created to contain audit data.
Field-level audits record when you insert, update, or delete a field value. The system
writes a row of audit data to the PSAUDIT table for each field marked for audit. You
may write multiple rows of audit data for a single transaction.
Record-level audits record any inserts, updates, or deletions for specified fields in a row
of data. PeopleSoft does not provide a table to store record-level audit data.
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Performing Data Audits

Lesson 21

Discussing Advantages and Disadvantages of Implementing Audits
Database administrators perform audits to track the tasks that users perform in PeopleSoft
enterprise applications. You might have hundreds or thousands of people signing in and
altering data in the database. Alterations fall into three categories:

Adding new rows of data.

Changing existing rows of data.

Deleting rows of data.

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Lesson 21

Performing Data Audits

Discussing Advantages and Disadvantages of Implementing Audits
(continued)
There are advantages of auditing. You can record:

The values that changed.

When changes were made.

Who made the changes.

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This is a valuable tool, especially with sensitive data. You might set up auditing on tables
that relate to company payroll, for example.
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Lesson 21

Discussing Advantages and Disadvantages of Implementing Audits
(continued)
There are disadvantages of auditing.

Auditing every action on every table can significantly reduce overall performance.

For any field or record that you audit, a separate database transaction has to take
place in addition to the user action, which is detrimental to performance.

Audit information is stored in separate tables, which can become quite large and
consume database server space.

FOR

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Lesson 21

Performing Data Audits

Discussing Advantages and Disadvantages of Implementing Audits
(continued)
The simplest audit to set up and monitor is the field-level audit.

All audit information from field-level audits, regardless of where the field is located,
is stored in a central PSAUDIT table.

You can set up auditing on a field in seconds.

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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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455

Performing Data Audits

Lesson 21

Implementing Field Level Audits
A field level audit is a record field property. To configure a field level audit:
1. Open the desired record.
2. Double click the field you would like to audit.
3. In the Audit section, select Field Add, Field Change, or Field Delete.
4. Click the OK button.

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… FOR INTERNAL USE ONLY! Slide 447 ______________________________________________________________________________________________________ Student Notes This section discusses how to view data in the PSAUDIT table: • View the contents of PSAUDIT using your database query tool and a SELECT statement: SELECT * FROM PSAUDIT • Limit your query to a specific record definition by specifying it in a WHERE clause: SELECT * FROM PSAUDIT WHERE RECNAME = ‘PSU_STUDENT_TBL’ • 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’ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 457 . The PSAUDIT table contains the following fields: • AUDIT_OPRID • AUDIT_STAMP • AUDIT_ACTN • RECNAME • FIELDNAME • OLDVALUE • NEWVALUE • KEY1.Lesson 21 Performing Data Audits Implementing Field Level Audits (continued) All field-level audit data is stored in the PSAUDIT table. You can view this table using Query or using SQL commands. KEY2.

Performing Data Audits Activity 64: Lesson 21 Performing a Field-Level Audit In this activity. “Performing Data Audits.” Activity 64: Performing a Field-Level Audit. you will review the activity overview and: • Observe field-level settings • View the contents of PSAUDIT. See PeopleTools I: Activity Guide. FOR Slide 448 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 458 PeopleSoft Proprietary and Confidential . lesson 21.

Link the base record to the audit record and select the desired audit options. Build the table. 7. 4. Clone the record you want to audit. Remove all key structure. but an audit table in your database is dedicated to auditing fields for a specific record. To set up a record level audit: 1. Insert the audit fields as the first three fields. The initial setup is a little more elaborate. Slide 449 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 459 .Lesson 21 Performing Data Audits Implementing Record Level Audits You can capture similar audit information at the record level. 2. INTERNAL USE ONLY! 6. Delete any fields that you do not want to track. FOR 3. 5. Save the record as AUDIT_<original record name>.

Slide 450 ______________________________________________________________________________________________________ Student Notes FOR The field name is limited to 15 characters. Save As. Select File. INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 460 PeopleSoft Proprietary and Confidential . 3. 2. Open the record to audit. Enter AUDIT_<original record name> in the Save As field.Performing Data Audits Lesson 21 Implementing Record Level Audits (continued) To clone and save the record: 1.

For AUDIT_STAMP. FOR Slide 451 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Note. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 461 . • AUDIT_ACTN.Lesson 21 Performing Data Audits Implementing Record Level Audits (continued) Insert these three fields. as the first three fields in the record definition: • AUDIT_OPRID. • 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. in this order.

• You cannot audit Long Character or Image fields.Performing Data Audits Lesson 21 Implementing Record Level Audits (continued) Delete fields that you do not want to audit: • You should audit all fields that are keys in the original record to help determine the unique row that included the action. FOR Slide 452 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 462 PeopleSoft Proprietary and Confidential . • To audit all fields in the record. skip this step.

Clear all key attributes. 3.Lesson 21 Performing Data Audits Implementing Record Level Audits (continued) Audit tables do not include keys or indexes. 1. Slide 453 ______________________________________________________________________________________________________ FOR Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 463 . Clear all search key attributes. Clear all duplicate order key attributes. 2.

Performing Data Audits Lesson 21 Implementing Record Level Audits (continued) The next step is to build the table. Remember to build the table. FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 464 PeopleSoft Proprietary and Confidential . Slide 454 ______________________________________________________________________________________________________ Student Notes This is the most often forgotten step.

Select the desired audit actions. 3. FOR 5. Open the record definition that you are auditing. Select File. 4. Select the correct audit record definition from the Record Name drop-down list box.Lesson 21 Performing Data Audits Implementing Record Level Audits (continued) To link the base record to the audit record: 1. Definition Properties. Select the Use tab. • Add • Change • Selective • Delete ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 465 . you can track any combination of four actions. 2. Slide 455 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! With record-level audits.

Performing Data Audits Lesson 21 Implementing Record Level Audits (continued) The audit table records: • Only the old values for non-key fields.44 PeopleBook: PeopleSoft Application Designer. • Both the new and old values if you change a key value. Slide 456 ______________________________________________________________________________________________________ Student Notes FOR See PeopleTools 8. “Creating Record Definitions” INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 466 PeopleSoft Proprietary and Confidential .

” Activity 65: Implementing Record Level Audits. 4. 3. Link the base record to the audit record and select the desired audit options. Test the auditing process. 2. Insert the audit fields. Build the table. 5. Clone and save the record. Delete unnecessary fields. See PeopleTools I: Activity Guide. and set auto update. “Performing Data Audits. lesson 21. Slide 457 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 467 . you will review the activity overview and: 1. FOR 6. INTERNAL USE ONLY! 7. Remove all key structure. default values.Lesson 21 Activity 65: Performing Data Audits Implementing Record Level Audits In this activity.

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. you select the actions to track in the record definition’s record field properties. you build a special audit record definition and then link it to the record you want to audit.Performing Data Audits Lesson 21 Review In this lesson. FOR Slide 458 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 468 PeopleSoft Proprietary and Confidential . • To implement record-level auditing. • To implement field-level auditing.

• Export projects. This is an invaluable tool for developers who typically work in a development environment apart from production databases. you will be able to: • Describe how projects transport definitions between databases.Lesson 22 Importing and Exporting Projects Objectives FOR By the end of this lesson. • Import projects and build their tables. You can export the definitions that are in a project to an extensible markup language (XML) file and then import them into another database. INTERNAL USE ONLY! Slide 460 ______________________________________________________________________________________________________ Student Notes Projects allow quick access to the definitions that you are using. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 469 . Projects are also portable.

• Move definitions from one application database to another.Importing and Exporting Projects Lesson 22 Describing How Projects Transport Definitions Between Databases A project is a collection of definitions. Slide 461 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 470 PeopleSoft Proprietary and Confidential . Use projects to: • Organize definitions into related groups as you develop applications.

as shown in this diagram: System Catalog PeopleTools FOR Project System Catalog Project INTERNAL USE ONLY! Application Data Source Database Development Workstation PeopleTools Application Data Target Database Transferring project data from one database to another Slide 462 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 471 . all definitions are loaded into the target database’s tables.Lesson 22 Importing and Exporting Projects Describing How Projects Transport Definitions Between Databases (continued) Copying a project to a database is the most direct method. If you have connectivity to the database to which you want to transfer the project.

You can migrate application data with Data Mover script files. you can import the project from the target side. After the project is in file form. you must build them in the new database to create the application data tables. This topic is covered in detail in the instructor-led course Data Administration Tools. as shown in this diagram: System Catalog PeopleTools Application Data FOR Project Project INTERNAL USE ONLY! Development Workstation Source Database Project Files System Catalog PeopleTools Project Project Application Data Target Database Development Workstation Copying to file Slide 463 ______________________________________________________________________________________________________ Student Notes Projects do not hold application data.Importing and Exporting Projects Lesson 22 Describing How Projects Transport Definitions Between Databases (continued) Copying to a file creates a series of XML files in a folder. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 472 PeopleSoft Proprietary and Confidential . If you have record definitions in your project.

• Upgrades. FOR Slide 464 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 473 .Lesson 22 Importing and Exporting Projects Describing How Projects Transport Definitions Between Databases (continued) PeopleSoft distributes project files by means of download. Three levels of imports are available: • Fixes. • Updates.

Slide 465 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 474 PeopleSoft Proprietary and Confidential . Select the definitions to copy. Click the Copy button. Select Tools. Open the project in Application Designer. Enter the output directory. 4. FOR 5. Copy Project. 2. 3. To File.Importing and Exporting Projects Lesson 22 Exporting Projects Exporting a project is a simple procedure. To export a project to a file: 1.

Slide 466 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 475 .ini file. • An .Lesson 22 Importing and Exporting Projects Exporting Projects (continued) The copy process creates two files: • An XML file.

“Importing and Exporting Projects.Importing and Exporting Projects Activity 66: Lesson 22 Exporting Projects In this activity.” Activity 66: Exporting Projects FOR Slide 467 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 476 PeopleSoft Proprietary and Confidential . See PeopleTools I: Activity Guide. Examine the project files. lesson 22. Export a project. 2. you will review the activity overview and: 1.

To import a project from a file: 1. INTERNAL USE ONLY! Slide 468 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 477 . 2. From File. Copy Project. 3. From PeopleSoft Application Designer. Click Open. Browse to select the project folder. 4. Select the definitions you want to copy. Select Tools.Lesson 22 Importing and Exporting Projects Importing Projects Importing a project is a nearly identical procedure to exporting a project. select Tools. Validate Project. FOR 5.

FOR Slide 469 ______________________________________________________________________________________________________ Student Notes When you select Build. • Check changes to the definition to determine whether you should alter the underlying tables. This applies the build options you choose to all the record definitions in the current project. you have to ensure that the SQL tables they represent exist. there is an option to build an entire project. You can select an option on the Build tab to skip existing records. You might have to: • Build tables if they do not exist. INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 478 PeopleSoft Proprietary and Confidential .Importing and Exporting Projects Lesson 22 Importing Projects (continued) When you import a project with record definitions.

Lesson 22 Activity 67: Importing and Exporting Projects Importing Projects In this activity.” Activity 67: Importing Projects Slide 470 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 479 . See PeopleTools I: Activity Guide. you will review the activity overview and import the T1_IMPORT project. lesson 22 “Importing and Exporting Projects.

• When you import a project. you have an . check the project integrity and consider whether the underlying tables have to be built or altered. you learned that: • Projects are an excellent way to organize definitions during development or to transport definitions between databases. • When you export the current project to a file.Importing and Exporting Projects Lesson 22 Review In this lesson. FOR Slide 471 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 480 PeopleSoft Proprietary and Confidential .ini file and an XML file that contains all of the definition data.

Lesson 23 Final Course Activity Objective FOR By the end of this lesson. Slide 473 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 481 . you will be able to implement the eight steps that create an application to evaluate training courses.

Create the data structures. Create the user interface. lesson 23 “Final Course Activity. you will review the activity overview and: 1. FOR See PeopleTools I: Activity Guide.” Activity 68: Creating a Course Evaluation Application INTERNAL USE ONLY! Slide 474 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 482 PeopleSoft Proprietary and Confidential . Test the application. Design the application. 2. 3. 4.Final Course Activity Activity 68: Lesson 23 Creating a Course Evaluation Application In this activity.

• Describe PeopleSoft data organization and validation. • Implement the eight step process of application development. • Organize definitions into projects. • Perform searches and audits of application data. INTERNAL USE ONLY! Slide 476 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 483 . • Describe the elements of the PeopleSoft Internet Architecture (PIA). • Describe additional application development considerations.Lesson 24 Course Review Completed Objectives FOR In this course. you learned how to: • Navigate a PeopleSoft application.

To find information you: • Select a folder • Select a content reference • Enter values in the search fields FOR Slide 477 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 484 PeopleSoft Proprietary and Confidential .Course Review Lesson 24 Navigating a PeopleSoft Application One method you use to navigate a PeopleSoft application is the menu pagelet.

Lesson 24 Course Review Navigating a PeopleSoft Application (continued) Another method you use to navigate a PeopleSoft application is the search engine. To find information you: • Enter a value in the search field • Click the Search button • Select the appropriate content reference FOR Slide 478 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 485 .

Course Review Lesson 24 Describing the Elements of the PeopleSoft Internet Architecture PeopleSoft Internet Architecture consists of: • A database server • An application server • A web server • A browser or other user input device FOR Slide 479 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 486 PeopleSoft Proprietary and Confidential .

Lesson 24 Course Review Describing the Elements of the PeopleSoft Internet Architecture (continued) This illustration shows communication protocols between the different elements of PeopleSoft Internet Architecture: Application Server Web Server Browser Web Services HTML FOR Database Server System Catalog PeopleSoft Services SQL INTERNAL USE ONLY! HTML 4 Compatible Browser Java Services Jolt Tuxedo/Jolt People Tools Application Data PeopleSoft Internet Architecture Slide 480 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 487 .

Course Review Lesson 24 Describing PeopleSoft Data Organization and Validation A PeopleSoft database has three types of tables: System Catalog People Tools Application Data FOR INTERNAL USE ONLY! Types of tables Slide 481 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 488 PeopleSoft Proprietary and Confidential .

Lesson 24 Course Review Describing PeopleSoft Data Organization and Validation (continued) A PeopleSoft application uses application-level validations such as: • Prompt table edits • Translate table edits • Yes/No table edits FOR Slide 482 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 489 .

Course Review Lesson 24 Implement the Eight Step Process of Application Development This diagram illustrates the eight step process: Test Plan Test Application FOR Design Application Register Components INTERNAL USE ONLY! Define Components User Interface Define Fields Define Records Define Pages Build Tables Data Design Eight steps of application development Slide 483 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 490 PeopleSoft Proprietary and Confidential .

Lesson 24 Course Review Implement the Eight Step Process of Application Development (continued) When you plan. you construct the: • Functional specifications • Technical specifications Slide 484 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 491 .

Course Review Lesson 24 Implement the Eight Step Process of Application Development (continued) In the data design phase you: • Create the field definitions • Create the record definitions • Build the SQL table FOR Slide 485 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 492 PeopleSoft Proprietary and Confidential .

Lesson 24 Course Review Implement the Eight Step Process of Application Development (continued) In the user interface phase you: • Create the page definitions • Create the component definitions • Register the component FOR Slide 486 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 493 .

updating. and deleting data at level 1. • Inserting. FOR Slide 487 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 494 PeopleSoft Proprietary and Confidential . • Verifying prompts and defaults.Course Review Lesson 24 Implement the Eight Step Process of Application Development (continued) The testing phase includes: • Adding high-level keys at level 0. • Viewing and correcting historical data.

you should finish the application by: • Changing the search page title • Creating menus for organizational purposes.Lesson 24 Course Review Describing Additional Application Development Considerations In addition to using the eight steps of application development. Slide 488 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 495 .

• You must generate a new registry collection to use the new keywords. Slide 489 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 496 PeopleSoft Proprietary and Confidential .Course Review Lesson 24 Performing Searches and Audits of Application Data Your PeopleSoft application uses a Verity search engine to locate data: • You can customize your searches by adding keywords to content references and folders.

Slide 490 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 497 . • Creating record-level audits.Lesson 24 Course Review Performing Searches and Audits of Application Data You can monitor your data by: • Creating field level audits.

FOR Slide 491 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 498 PeopleSoft Proprietary and Confidential . • Upgrade definitions. • Export definitions to a file.Course Review Lesson 24 Organizing Definitions into Projects You can create project to: • Transport definitions between databases.

Appendix A Curriculum Map FOR INTERNAL USE ONLY! PeopleSoft Proprietary and Confidential 499 .

4) 1 day Live WebCast Reporting 1011 Enterprise Portal Administration (8.PeopleTools Curriculum Map Appendix A Curriculum Map Development 400 PeopleTools I 5 days Classroom 420 PeopleCode 5 days Classroom 410 PeopleTools II 5 days Classroom KEY Upgrade Course 405 PeopleTools Overview 2 days Classroom 411 Application Engine 4 days Classroom FOR 1533 Integrating Processes and Reports 1 day Live WebCast 426 Workflow 4 days Classroom 1022 Integration Tools 4 days Classroom Administration INTERNAL USE ONLY! 415 Process Scheduler Administration and Report Distribution 2 days Classroom 478 Data Management Tools and Upgrade 5 days Classroom 466 PeopleSoft Security 3 days Classroom 471 PeopleSoft Server Administration 4 days Classroom Enterprise Portal 1011 Enterprise Portal Administration (8.4) 3 days Classroom OR 1377 Concepts in Enterprise Portal Development (8.8) 5 days Classroom 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 PeopleTools Curriculum Map 500 PeopleSoft Proprietary and Confidential .

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