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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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.

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

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

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

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

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

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

INTERNAL USE ONLY! Slide 10 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 7 . you will be able to describe: • PeopleSoft application development methodology • PeopleSoft Application Designer • Find information about the PeopleSoft Application Designer in PeopleBooks.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.

the planning phase.Lesson 2 Technology Overview Describing PeopleSoft Application Development Methodology (continued) Phase 1. 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 . is the most important phase of development.

you begin building the data structures phase.Technology Overview Lesson 2 Describing PeopleSoft Application Development Methodology (continued) In phase 2. 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 .

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

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

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 .

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

This automatically takes users to the relevant information in the appropriate PeopleBook.Technology Overview Lesson 2 Finding Information About PeopleSoft Application Designer in PeopleBooks Use the PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer to find development information including: • Information for planning application development. Context-sensitive help is constrained to non-application specific pages in the technical database. • Information for creating data structures. Note. right corner of the application page. Development chapters These chapters discuss development concepts and tasks: • “Working With Projects” • “Creating Field Definitions” • “Creating Record Definitions” • “Building SQL Tables and Views” • “Creating Page Definitions” • “Using Page Controls” • “Creating Component Definitions” • “Using Registration Wizard” Appendixes The appendixes provide reference information about the reports and workflows that are delivered with the system. You can access related material by clicking the Help link in the top.44 PeopleBook: PeopleSoft Application Designer: Location Type of Information Using PeopleSoft Application Designer This chapter provides general usage information. • Appendixes. FOR Slide 19 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! This table lists the locations of additional information in the PeopleTools 8. • User Interface design and implementation. 16 PeopleSoft Proprietary and Confidential .

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

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

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

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

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

44 PeopleBook: Internet Technology.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.

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

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

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

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

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

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

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

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

“Using Keys and Search Pages” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 31 .44 PeopleBook: Using PeopleSoft Applications.Lesson 3 Navigating PeopleSoft Applications PeopleTools 8.

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

3. FOR Slide 35 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 33 .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. 4. Click the Save Search Criteria link. Enter a name for the search. 2. Click the Save button.

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

• Page definitions. 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. • Field definitions. This section discusses: • Definition basics. • Definition names.Lesson 3 Navigating PeopleSoft Applications Identifying Definitions The PeopleSoft user interface is made up of several element types.

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

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

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

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

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

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

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

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

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

• User the insert row button in the grid. 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. Products Purchased Purchase Order Purchasing.

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

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

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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See PeopleTools I: Activity Guide.Lesson 4 Activity 5: Explaining PeopleSoft Architecture Examining PeopleSoft Databases In this activity. you will review the activity overview and examine the contents of the classroom database.” Activity 5: Examining PeopleSoft Databases. Slide 61 _______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 59 . lesson 4. “Explaining PeopleSoft Architecture.

• Web servers. FOR Slide 62 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 60 PeopleSoft Proprietary and Confidential . Components of PeopleSoft Internet Architecture are: • Browsers as clients. • Database servers. • Application servers.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.

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

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 .

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. 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 .

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 . the application server completes the connection.Explaining PeopleSoft Architecture Lesson 4 Explaining Data Transfer in PeopleSoft Internet Architecture (continued) As seen in this diagram.

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

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

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

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

• Connects to the database directly or by means of an application server. • Manipulates data in the PeopleTools tables on the database. FOR Slide 71 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 69 .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 can slow performance when you make multiple connections. There is potential for security violations. You point an ODBC connector to the database. Manages all tasks.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. The database server manages this connection. PeopleSoft Proprietary and Confidential . This requires direct database connectivity.

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

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 .Explaining PeopleSoft Architecture Lesson 4 Identifying Requirements for the Development Environment (continued) Unlike in previous releases of PeopleTools.

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

FOR Slide 75 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 74 PeopleSoft Proprietary and Confidential . • 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. • 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. PeopleTools tables. and application data tables.

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

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

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

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

Diablo XYZ Corp DUP H Larsen. Diablo XYZ Corp MBA DBD M Larsen.Mark 1776 Mt.Mark 1776 Mt. Diablo XYZ Corp AAS CSA M Larsen.Mark 1776 Mt.Mark 1776 Mt.Mark 1776 Mt. Diablo XYZ Corp PT H Larsen. Diablo XYZ Corp SQL M FOR Slide 81 _______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 79 .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.

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

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. • Child table FOR INTERNAL USE ONLY! Slide 83 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 81 .

Mark D XYZ Bechingham. XYZ Corporation FOR STUDENT_ID STUDENT_NAME CUSTOMER_ID EMPHASIS 2001 2003 2020 Larsen.Carol CONS Carson. 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.Organizing Data Lesson 5 Describing Relational Data Models (continued) This diagram shows a prompt 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. a parent table. and a child table. parent table.

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

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

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 .

FOR For each row A. For each row A. row B has a minimum of zero and a maximum of many rows. For each row A. row B has a minimum of zero and a maximum of one row. row B has a minimum of one and a maximum of one row. 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. INTERNAL USE ONLY! Slide 88 _______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 86 PeopleSoft Proprietary and Confidential .

Lesson 5 Organizing Data Reading Data Models (continued) You read the relationships both ways. then B to A. 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.

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

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

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

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

field values can be filled or edited only from a list of values in the prompt table.44 PeopleBook: PeopleSoft Application Designer.Validating Data Lesson 6 Describing Prompt Tables In a prompt table edit. a prompt table is no different from any other application data table. 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 . See Also PeopleTools 8. 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.

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. Slide 95 _______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 93 . When you select from the search results. If you enter an invalid value.

Syndee Associate 11. Effective dating: • Retains historical data. how will it be recorded? EMPLID (Key) NAME TITLE WAGE 9442 Edmonds. • Stores data for future use. INTERNAL USE ONLY! Example 1: If Bryan Lake were promoted to senior clerk.22 11. PRODID (Key) DESCR COST RETAIL 100567 Tambourine 12.50 Example 2: If Syndee Edmonds were to take a leave of absence (become an inactive employee). with the following table structure you can’t make this happen.25 Example 3: If the product’s price changes at midnight.Bryan Clerk 10.87 29. would there be a record of his being a clerk? EMPLID (Key) NAME TITLE WAGE 1724 Lake.99 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 94 PeopleSoft Proprietary and Confidential .99 100568 Cowbell 4. Slide 96 _______________________________________________________________________________________________________ FOR Student Notes To understand the value of effective dating. here are a few examples of challenges in trying to maintain historical data or in noting future data changes.Validating Data Lesson 6 Using Effective Dating Tables containing an effective date (EFFDT) field as a key are called effective-dated tables.

Sr.00 05/11/2002 A Lake.22 32.50 9442 01/01/2004 A Edmonds. 12.Sydnee Associate 11.25 9442 11/28/1996 A Edmonds.Bryan Clerk.Sydnee Associate 11.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.22 11.87 29.Bryan Clerk 10.25 1724 Notice the EFFDT field in the Product table: PRODID (Key) EFFDT (Key) EFF_STATUS DESCR COST RETAIL 100567 11/01/2002 A Backpack 13.99 PeopleSoft Proprietary and Confidential 95 .25 9442 06/01/2002 I Edmonds.49 100568 12/01/2000 A Mousepad 4.Sydnee Associate 11.99 100568 11/01/2002 A Mousepad 5.03 12.99 100567 12/01/2000 A Backpack 12.

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 96 PeopleSoft Proprietary and Confidential . The effective date is less than the current effective date. 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.

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

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

current. current. future New effective date greater than the current row Future only Include 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. future New effective date greater than the current row Future only Correct History History. future Any effective date All rows FOR Slide 100 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 99 .

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

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

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. 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 .

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

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

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

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

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

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

region. and other organizational lines. department. 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 .Lesson 6 Validating Data Explaining Tableset Sharing (continued) Many PeopleSoft applications include prebuilt tableset sharing that filters results by product line. reporting structure.

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.” Activity 11: Determining Validation Strategies. You will determine what data validation strategy to use for a number of prompts. Slide 111 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 110 PeopleSoft Proprietary and Confidential . lesson 6. “Validating Data. you will review the activity overview and examine a data model of the application that you will build in class.Validating Data Activity 11: Lesson 6 Determining Validation Strategies In this activity.

• Effective-dating logic divides data into historical. and future data. • Tableset sharing allows you to use business rules to constrain data that a user can access. FOR Slide 112 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 111 . • PeopleSoft applications are delivered with multiple types of validation. 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.

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

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

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 .

6. Define records. 4.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. Define components. FOR Slide 116 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 115 . 7. 8. 5. Define fields. Register components. Build tables. 2. Test the application. 1. Define pages. Plan the application. 3.

Define New Fields 3. Build the SQL Table 5. Create the Page Definition 6. 1. Design the Application 2. 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.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. Register Component 8. Define the Component 7.

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 .

Slide 119 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 118 PeopleSoft Proprietary and Confidential . 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.

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

• Organize definitions to promote them from development to production. • Simplify access to definitions during development. • Streamline the migration of definitions from one database to another during the upgrade process.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. • Coordinate the work of several developers who are working on the same application. Use projects to: • Group definitions into logical areas. • Better understand the relationships between definitions. FOR INTERNAL USE ONLY! Slide 121 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 120 PeopleSoft Proprietary and Confidential .

• Press CTRL+F7 to insert a definition that is not open. • Select Insert. Definition into Project if the definition is not open. Current Definition into Project if the definition is open and active. FOR Slide 122 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 121 . • Press the F7 key to insert a definition that is open and active.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.

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. Slide 123 ______________________________________________________________________________________________________ Student Notes Use the following navigation path in the Application Designer to access this page: Dialog Box Name Options FOR Navigation Tools. • 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 . Options INTERNAL USE ONLY! Tools. Options Select the Validate tab. Options Select the Project tab. you must set a few tools options.

Lesson 7 Developing Applications by Using the Eight Steps FOR INTERNAL USE ONLY! Options dialog box See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer. “Working with Projects” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 123 .

Select File. 2. FOR Slide 124 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 124 PeopleSoft Proprietary and Confidential .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. 3. Select File. Save As. New. Select Project from the dialog box.

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

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

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

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 .Designing the Application Lesson 8 Planning the Application Designing the application or the planning phase. is the first stage of application development.

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

Designing the Application Activity 14: Lesson 8 Choosing Design Participants In this activity.” Activity 14: Choosing Design Participants. See PeopleTools I: Activity Guide. lesson 8. 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.

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

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

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

Designing the Application Lesson 8 Determining Technical Specifications The technical specifications identify: • Field definitions. 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 . 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 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. • Record definitions.1 Length (Days) / Length N/A N N T1_UNITS Num 2.

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

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

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

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

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 .

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

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

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. • Steps to creating field definitions. Slide 151 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 153 .

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

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

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

• The only values that you require are labels that identify the content.Lesson 9 Defining Fields Assigning Translate Values (continued) Translate values are assigned directly to field definitions and stored in the table PSXLATITEM. FOR Slide 155 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 157 . • The values do not change often. 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.

Field Name Values Long Name Short Name T1_APP_REL 800 8.00 8.18 840 8.00 818 8.30 840 8.18 8.40 8.40 844 8.30 8.40 8.44 PeopleSoft Proprietary and Confidential .40 NA Not Applicable N/A T1_TOOLS_REL 158 800 8.44 8.00 830 8.00 8. including the translate values that must be in place for each field definition that uses them. These rows show existing definitions: Field Name Values Long Name Short Name EFF_STATUS A 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.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.

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

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

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

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

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

Creating Record Definitions Lesson 10 Explaining Record Definitions Once the field definitions are in place. you organize them into record definitions. 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 .

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 .Lesson 10 Creating Record Definitions Explaining Record Definitions (continued) The data design phase consists of steps 2 through 4 of the application design process. Creating record definitions is step 3.

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. Open Select Record from the Definition drop-down list box. PSU_STUDENT_TBL record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 166 PeopleSoft Proprietary and Confidential .

Lesson 10 Creating Record Definitions Accessing Record Definition Displays (continued) When you open a record definition. you see the Field Display view: • The display buttons on the toolbar allow access to different views. • You can also use the View menu to see different record displays. 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 .

Other display properties are local to the record definition. • The Use Display view shows record field properties that pertain to key structure and default values.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. FOR INTERNAL USE ONLY! Slide 167 ______________________________________________________________________________________________________ Student Notes Field display values are global attributes. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 168 PeopleSoft Proprietary and Confidential . • The PeopleCode Display view shows which fields in the record definition have PeopleCode associated with them.

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

Creating Record Definitions Lesson 10 Configuring Record Definition Properties The Fields Display view shows a summary of field definition properties. You access these properties through the record definition by right-clicking the field. 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 . You cannot change these properties in the record definition.

• 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. Open Select Record from the drop-down list box. 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 .

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

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

Select Record from the Definition drop down list box. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 176 PeopleSoft Proprietary and Confidential . INTERNAL USE ONLY! The key structure of the PSU_STUDENT_TBL record definition Note. Open.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. Slide 173 ______________________________________________________________________________________________________ Student Notes Key fields precede non-key fields in a record definition. Definition Name PSU_STUDENT_TBL FOR Navigation File. with a single key field: STUDENT_ID. You should place all long character fields and image fields as the last field in the record definition.

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

Creating Record Definitions Lesson 10 Configuring Record Field Use Properties (continued) You build the search page by using the search key options. the PSU_STUDENT_TBL record definition builds the Personal Information search page: 178 PeopleSoft Proprietary and Confidential . A field is available as a search option when: • A field is a key and a search key. 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 an alternate search key.

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

you enter the label ID. • The default setting is ***Use Default Label***. many field definitions have multiple label IDs. • Every field definition must have at least one 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 .

usually with the system variable %date. • Effective status fields. • Fields that validate against the translate table. • Any fields that appear as radio buttons (normally translate edit fields). enter the value in the record field properties. • Effective date fields. Enter values for: • Fields that use a check box (normally Y/N edits).Lesson 10 Creating Record Definitions Configuring Record Field Use Properties (continued) If you want new data rows to include default values for some fields. normally as active (A). 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 .

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.

many controls might not be appropriate.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. 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 .

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

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. You can validate a record field by: • Selecting the Required check box. • Selecting a Prompt table edit. 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 . • Selecting a Translate table edit. • Selecting a Yes/No table edit. • Selecting a Prompt table with no edit.

Open Select Record from the Definition field. mark the following as required: • Key fields. At a minimum. • Check boxes. 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. • Alternate search key fields. 186 PeopleSoft Proprietary and Confidential . • Radio buttons. Edits properties Marking a field as required displays an asterisk on the page in the browser.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. Double click the field. Select the Edits tab.

Select Table Edit in the Record Field Properties dialog box.Lesson 10 Creating Record Definitions Configuring Record Field Edits Properties (continued) To validate field values against a table: 1. 2. Select the type of table validation values. 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 .

Creating Record Definitions Lesson 10 Configuring Record Field Edits Properties (continued) There are four table edit types: • Prompt table edit. The EMPHASIS field shows a translate table edit. • Prompt table no edit. • Translate table edit. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 188 PeopleSoft Proprietary and Confidential . • Yes/No table edit. and the SAME_ADDR_CUSTOMER field shows a Yes/No 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.

Lesson 10 Creating Record Definitions Configuring Record Field Edits Properties (continued) When validating against a prompt table: 1. 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 . Specify the table where you find the valid values. 2. Specify the table edit type.

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

Lesson 10 Creating Record Definitions Creating a Record Definition Before creating a record definition.40 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 191 . revisit the technical specifications. 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 - 8.80 T1_TOOLS_REL - - - Y XLAT - 8.

4. Save the record definition. Open a new record definition. Set the record field properties. 2. “Creating Record Definitions. FOR Slide 188 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! See PeopleTools 8.” Naming Record Definitions ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 192 PeopleSoft Proprietary and Confidential . Insert the necessary fields.Creating Record Definitions Lesson 10 Creating a Record Definition (continued) To create a record definition: 1. 3.44 PeopleBook: PeopleSoft Application Designer.

Depending on the settings. save the record definition. you may have to: 1.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. Slide 189 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 193 . 2. Select the tablespace name.

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

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

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

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

Building SQL Tables Lesson 11 Describing the Relationship Between Record Definitions and Application Data Tables Once you create the record definitions. you build the database tables. as this diagram shows: 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 .

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. 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 .

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

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 . NA NA Create the application data 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.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. 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.

blank Reg'd fields .0 Character Fields .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 .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 .

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

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. “Building SQL Tables and Views” PeopleSoft Proprietary and Confidential 205 . Current Definition Build dialog box See Also PeopleTools 8.

Building SQL Tables Lesson 11 Building Application Data Tables (continued) Once you have selected a build option. 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.

Slide 204 ______________________________________________________________________________________________________ FOR Student Notes The log file displays in the output window: Log file INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 207 .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. • Generate a log file.

Building SQL Tables Lesson 11 Building Application Data Tables (continued) To verify results. Consult your DBA or platform documentation for commands appropriate to your database. The sp_help command is a stored procedure that is specific to Microsoft SQL Server. 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%.’ Note. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 208 PeopleSoft Proprietary and Confidential . query the database with the SQL query tool. Slide 205 ______________________________________________________________________________________________________ Student Notes To verify the table.

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

Developers create custom indexes as necessary. because indexes are references to data. However. 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. you must design custom indexes separately from the record definition. • The table that you created has no custom indexes. You can change the indexes associated with a table without losing existing rows of data.Building SQL Tables Lesson 11 Viewing Table Indexes You generate most indexes when you build the table. Table indexes may change over the life of an application data table. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 210 PeopleSoft Proprietary and Confidential . • PS0COURSE_TBL is a search key index.

you display the indexes. execute the following query: FOR sp_helpindex PS_T1_COURSE_TBL Note. Slide 208 ______________________________________________________________________________________________________ Student Notes To view an index.Lesson 11 Building SQL Tables Viewing Table Indexes (continued) By querying the database. Consult your DBA or platform documentation for commands appropriate to your database. INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 211 . The sp_helpindex command is a stored procedure that is specific to Microsoft SQL Server.

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

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

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

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

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 .

• The levels are numbered from 0 to 3. all related in a one-to-many relationship.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. 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 .

Slide 216 ______________________________________________________________________________________________________ Student Notes The PeopleSoft Products page shows level 0 only. FOR INTERNAL USE ONLY! Page with a level 0 only See Also PeopleTools 8.Creating Page Definitions Lesson 12 Identifying Page Design Principles (continued) You can create a page with only level 0.44 PeopleBook: PeopleSoft Application Designer. This type of page represents a single table in the database. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 218 PeopleSoft Proprietary and Confidential .

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

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 .Creating Page Definitions Lesson 12 Identifying Page Design Principles (continued) The key is selected from the PSU_TRANSPT_TBL table. The data is also written to the PSU_TRANSPT_TBL table.

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 . Slide 219 ______________________________________________________________________________________________________ Student Notes The Products by Customer page contains a level 0 and a level 1.Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) Usually. level 0 represents the key shared by a parent and child table. Level 1 contains other key fields and associated data of the child table.

the parent table builds the search page and populates level 0.Creating Page Definitions Lesson 12 Identifying Page Design Principles (continued) As the search record. 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 . Any data that you enter writes to the child table.

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

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. Definition Properties INTERNAL USE ONLY! Page Properties dialog box 224 PeopleSoft Proprietary and Confidential . Definition Properties.

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

Page Field Properties Click the Record tab.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. • The size of the page control. 226 PeopleSoft Proprietary and Confidential . 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. • Other display options. • Alignment of the page control.

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 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.Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Use the Label tab properties to determine: • Label type. • Label position. Page Field Properties Click the Label tab 228 PeopleSoft Proprietary and Confidential . • Label text. • Label alignment. • Other display options.

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 229 .44 PeopleBook: PeopleSoft Application Designer.

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. 230 PeopleSoft Proprietary and Confidential . 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. • Set the display only appearance. Page Field Properties Click the Use tab. • Set the processing mode of the field. • Make the field a related field. • Make the field display only.

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 231 .

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. • 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. Edit Box Properties dialog box 232 PeopleSoft Proprietary and Confidential .

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

INTERNAL USE ONLY! Drop-Down List Box Properties dialog box See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer. 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. 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 .

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. 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. Radio button properties include a value from the translate table. Page Field Properties Click the Record tab.Lesson 12 Creating Page Definitions Identifying Page and Page Control Properties (continued) Radio buttons have slightly different properties than edit boxes.

44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 236 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 See Also PeopleTools 8.

PeopleSoft Proprietary and Confidential 237 . 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. INTERNAL USE ONLY! Check Box Properties dialog box Note. 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. when the on value is selected the value written to the database is Y (for Yes).Lesson 12 Creating Page Definitions Identifying Page and Page Control Properties (continued) Check boxes also have slightly different properties than edit boxes. Page Field Properties Click the Record tab. Check box properties determine the meaning of the check mark.

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

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

You can use: • A toolbar button. This approximates what users see in a browser. • A hot key. 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.Creating Page Definitions Lesson 12 Adding Page Controls to a Page You place page controls on a page. • A menu command.

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

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

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. 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. Related fields do this by accessing descriptive data from a different record.

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.

2. Click the OK button. 3. 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 . Double-click the primary field. Select the Display Control Field check box. Select the Use tab. 4.Lesson 12 Creating Page Definitions Adding Page Controls to a Page (continued) To configure the display control field: 1.

4. Select the correct record and field on the Record tab. 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 . FOR 5. 2. Click the OK button. Select the Use tab. 6.Creating Page Definitions Lesson 12 Adding Page Controls to a Page (continued) To configure the related field: 1. Double-click the related field. Select the Related Field check box. 3. Select the appropriate related control field from the drop-down list box.

Lesson 12 Creating Page Definitions Adding Page Controls to a Page (continued) Some controls. 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 . group box. such as the frame. and horizontal rule are for adding visual elements to the page.

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

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

Creating Page Definitions Lesson 12 Creating Page Definitions (continued) Specifications normally include a drawing of the page that you plan to construct. you start with a look at the completed page in the browser. 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 . In this case.

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. 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 .

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 .

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.Lesson 12 Creating Page Definitions Creating Page Definitions (continued) When you drag a record definition onto a page. however.

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

Lesson 12 Creating Page Definitions Creating Page Definitions (continued) You must create any related fields specified in the documentation. 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 .

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 .

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

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 a one-to-many relationship.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids Scroll areas and grids divide a page into levels. • Placing grids on a page. This section discusses: • Placing scroll areas on a page. • Scroll area and grid properties.

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

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

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. INTERNAL USE ONLY! An example of a scroll area showing two rows of data ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 263 . • You can show multiple instances of data on a page. Slide 253 ______________________________________________________________________________________________________ FOR Student Notes The Education scroll area shows multiple rows of data.

grids are displayed as rows and columns of data. and as the name implies.Creating Page Definitions Lesson 12 Implementing Scroll Areas and Grids (continued) Grids also group levels 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 . but their layout is less flexible.

You can drag the fields in either direction to place them as necessary.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.

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

not the page layout. it is the page order. Click the Order tab to see the page order. which determines tabbing sequence or flow from field to field.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 .

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

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

• Page control inspector. This section discusses: • Page size properties. • 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. • Alignment tools. FOR Slide 260 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 270 PeopleSoft Proprietary and Confidential .

and then select a predefined or custom page size. Slide 261 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 271 . Select File. Definition Properties.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.

Slide 262 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 272 PeopleSoft Proprietary and Confidential . You can even add browsers to this list. and then select the appropriate browser. Select Layout.Creating Page Definitions Lesson 12 Finalizing Page Design and Layout (continued) There is a basic HTML compiler to preview the page in a browser. View in 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 along the center or middle axis. Slide 264 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 274 PeopleSoft Proprietary and Confidential .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. right. Align. and then select the type of alignment that you need. top. Select Layout. or bottom margins.

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

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

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

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. • Build a new component. • Define Internet options for the component. 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.

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 .

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

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. navigation. and security INTERNAL USE ONLY! Slide 272 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 282 PeopleSoft Proprietary and Confidential . which this diagram shows: FOR Relationship between component definitions. This combination is also the basis for security access to the pages on the component.

Slide 273 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 283 .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.

General Information • 284 The primary page for the Customer Table page is also the T1_CUST_TBL: PeopleSoft Proprietary and Confidential . the primary and search records are identical.Defining Components Lesson 13 Identifying Component Definition Basics (continued) In some cases. 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 • INTERNAL USE ONLY! The search page retrieves information from the PS_T1_CUST_TBL table: Search page for Customers.

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

• 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. which are stored in the customer (T1_CUST_TBL) table. the primary and search records are different.Defining Components Lesson 13 Identifying Component Definition Basics (continued) In some cases. “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. Products Purchased Customers.

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

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 .

Update/Display. • Notice the action options in the component. Select File. PeopleSoft Proprietary and Confidential 289 . • The four actions are: Add. and Correction. • There are action buttons at the bottom of almost every page in the application. Open. Definition Properties. Actions • These four buttons show the actions users can take: The four action buttons Note.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. FOR Slide 278 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the following navigation path to access this definition: Definition Name T1_CUST_TBL Navigation File. Notice that the action buttons on the page display different text than is seen in the component. Click the Use tab. Select Component from the Definition dialog box. History.

You can insert new rows if the effective date of new rows is later than that of the current row. Used on effectivedated records only. You can insert and update future rows. Remember that you grant all possible actions. You will restrict actions later through security features. Limit the addition of new high-level keys to base tables. INTERNAL USE ONLY! Correct History Correction Enables editing of data for all rows. Use only if the search record and primary record are the same.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. Update/Display Include History FOR Update/Display Enables viewing of data at all levels and inserting of new rows at levels below zero. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 290 PeopleSoft Proprietary and Confidential . Used on effective-dated records only Slide 279 ______________________________________________________________________________________________________ Student Notes Note. Update/Display All Enables viewing of current and history rows.

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

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 see the pages that are attached to that component on the Definition tab.

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

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. • Toolbar selections. This section discusses: • Search page options.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. FOR Slide 285 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 296 PeopleSoft Proprietary and Confidential .

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. • Links at the bottom of the 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 .

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

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.

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

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

Set the search page options. You will: 1. 3. Set the page navigation and processing modes. 2. Set the toolbar options. 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.

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

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

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

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

Registering Components Lesson 14 Explaining Component Registration Registering the component is the final step in 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 Registering components in the user interface phase of application development Slide 298 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 308 PeopleSoft Proprietary and Confidential .

• 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 .4: • Menu definitions are containers for components.Registering Components Lesson 14 Examining Menu Definitions To understand the basics of menu definitions. • For the security or navigation setup to recognize a component definition. you need to understand how menu definitions are used in PeopleTools 8. it must be in a menu.

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

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

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

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 .

Likewise. JJONES.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. any permissions associated with the Training Administrator role will be available to her. ENG. any permissions associated with the Student role will be available to the user IDs. If CFULLER signs on to the database. and JSMITH. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 315 .

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

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

Select the Permission Lists page. To manually configure a role: 1. Permissions & Roles. Roles Permission Lists page See Also PeopleTools 8. Save the role. Insert the permission list that you want to access.Registering Components Lesson 14 Identifying PeopleSoft Security Basics (continued) Roles generally have names that describe a job or function. 3. 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. “Working with Roles” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 318 PeopleSoft Proprietary and Confidential .44 PeopleBook: Security Administration. 2. Security.

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

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

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

FOR Slide 312 ______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this page: INTERNAL USE ONLY! Page Name Navigation Structure and Content PeopleTools. and content references in the Structure and Content page. Portal. Structure and Content • Use the Structure and Content page to create and alter the navigational hierarchy: Breadcrumbs Folders Content References Breadcrumbs. “Working with the Registry and URLs” 322 PeopleSoft Proprietary and Confidential . • Use the content references scroll area to create and modify content references.44 PeopleBook: Internet Technology. • Use the folders scroll area to create and modify folders.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. See Also PeopleTools 8. folders.

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

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

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

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

Slide 316 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 327 .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.

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

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 .

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

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

FOR Slide 321 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 332 PeopleSoft Proprietary and Confidential . • 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.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.

Start with a glance at the technical specifications. This table shows the specifications for menu information: Property Value or Status Menu definition 0400_PTOOLS1 Bar item STUDENT FOR Slide 322 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 333 . 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.

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.

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

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

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

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

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

you move back to the appropriate step to resolve it. and walk through the testing process again until you are ready to go to production. If you find problems.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.

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

Testing an Application Lesson 15 Creating and Analyzing Test Plans (continued) The specification calls for default values on certain fields. 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. During testing. These default values were determined at the record definition level. confirm the presence of the defaults values as you add or insert rows. • Use the record definition to determine default values: T1_COURSE_TBL record definition ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 344 PeopleSoft Proprietary and Confidential .

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

you must: • Determine the rules. FOR Slide 336 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 346 PeopleSoft Proprietary and Confidential . • Document the expected behavior of the affected prompts. If your component includes tableset sharing.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.

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

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

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

Use caution.Testing an Application Lesson 15 Troubleshooting Common Issues Here are some issues that you may find during testing. FOR Check the effective date of translate value. Data entered is in the wrong format (all uppercase or mixed case). record. Check the format in the field definition. Check the label IDs in the field. Check the length in the field definition. Field label is incorrect. In the field definition. open the properties dialog box and select the Translate Values tab. INTERNAL USE ONLY! Slide 340 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 350 PeopleSoft Proprietary and Confidential . Not enough characters are allowed in a field. and page definitions. 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. a change here can affect many areas of the application. Use caution. a change here can affect many areas of the application.

Prompt not available or prompting to wrong table Check record field edits properties.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. Slide 341 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 351 . FOR Default values missing or incorrect Check record field use properties. Search page not correct Check the key. and list box settings of the search record. If you make changes remember to rebuild (or alter) the table or recreate indexes. alternate search key.

Determine whether someone modified the record definition but did not alter the underlying table. 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.

Check the page field properties for control and related field settings. FOR Check page field properties. Check page field properties for display-only setting.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. Label text is incorrect. Check page definition. plus the field settings for the related field. It should be pointed to a field in the prompt table. Slide 343 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 353 . There is no data in a related field. Alignment of controls on the screen is off.

Incorrect or inappropriate buttons appear on bottom of display. Search page shows inappropriate fields. Internet tab. Check Component Properties. Check Component Properties. Check Component Properties. Use tab. FOR INTERNAL USE ONLY! Slide 344 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 354 PeopleSoft Proprietary and Confidential . Use tab. You want different defaults for the initial search page. Inappropriate actions available to user. Check the component definition for the Item Label and Folder Tab Label fields. Internet tab.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. Check Component Properties.

Edit content reference in the portal registry. An access error appears when clicking a content reference. Inappropriate text appears for content reference label or description. Examine content reference in portal registry and verify names of component and menu definition. Search page title is cryptic text. Examine the permission list and check page security settings. Examine the portal registry for content reference security. Open menu definition and edit menu item label. FOR INTERNAL USE ONLY! Slide 345 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 355 .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. Save the content reference to refresh permission list associations.

INTERNAL USE ONLY! Slide 346 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 356 PeopleSoft Proprietary and Confidential . • Insert rows. “Testing the Application.” 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. • Check default values. • Verify data validation prompts. FOR See PeopleTools I: Activity Guide.

you implement the plan by entering data. FOR Slide 347 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 357 . • It is important to methodically trace any problems to the definition that is causing it. test key structure. 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. • After formulating a test plan based on the guidelines above. and examine effective dating logic. and then walk through the remaining steps of development. verify default values and validation tables.

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

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

44 Navigation Navigation in enterprise applications based on PeopleTools 8.44: • Is derived from the contents of the portal registry. FOR Slide 350 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 360 PeopleSoft Proprietary and Confidential . • 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.Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.

Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.44 Navigation (continued) When considering what makes up a content reference in the navigation. ask these questions: • Which node contains the content? • Which portal registry are you using? • Which folder holds the content reference? • Where does the content reference point? FOR Slide 351 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 361 .

• PeopleSoft Enterprise Portal. • PeopleSoft application with portal pack. There are three license agreement categories: • PeopleSoft application.Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.44 Navigation (continued) The answers to the questions depend partly on your license agreement. FOR Slide 352 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 362 PeopleSoft Proprietary and Confidential .

44 Navigation (continued) All PeopleSoft applications provide access to application content by navigation and Verity search.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8. 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 . Each application suite maintains its own server processes and database.

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 .44 Navigation (continued) Portal packs are aligned by product lines and include pagelets as well as a personalized homepage with multiple tabs.Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.

44 Navigation (continued) PeopleSoft Enterprise Portal runs on its own database and can aggregate content and portal packs across multiple PeopleSoft application databases. 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.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.

Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8. 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 .44 Navigation (continued) Navigation standards in previous releases were based on menu bar item names that held links to content.

Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.44 Navigation (continued) In PeopleTools 8. navigation is organized around functional areas and business processes.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 .

Folders can contain other folders or content references. 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 .44 Navigation (continued) The top level of folders represents the functional areas.Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.

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

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

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

• Use a naming convention to help you identify 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 . • You might want to include in the name a clue to the location of the folder. • A folder name can be up to 30 characters long.

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

Click the Refresh button on the browser. 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. 2. you will need to verify the folder’s existence. To verify a folder’s existence: 1. Click the folder to view its contents.

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

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. 3. Slide 367 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 377 . Click the Edit link to move the folder that is beside the link 4. FOR 5. Navigate to the new folder and click the folder name. Select a folder. Select PeopleTools. 2. Click the Select New Parent Folder button. Portal. Structure and Content.

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

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

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

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

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

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. • 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. 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 .

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

menus: • Are placeholders for components.Creating Menu Definitions Lesson 17 Describing the Purpose of a Menu The term menu implies user navigation. Instead. • Create logical groupings for security. menu definitions no longer generate navigation. FOR Slide 376 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 386 PeopleSoft Proprietary and Confidential . however. • Establish a link to the portal registry. As of PeopleTools 8.4.

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 .

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

Slide 379 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 389 . 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.

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

as is the case for the Course Details and the Course Materials components that you created in class. 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 . the search page titles do not match the content reference labels.Lesson 17 Creating Menu Definitions Editing Menu Item Labels (continued) When you register a component.

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

“Creating Menu Definitions. Slide 383 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 393 . Activity 53: Editing Menu Item Labels.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. lesson 17. See PeopleTools I: Activity Guide.

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

Select the Standard menu type radio button. New. INTERNAL USE ONLY! Slide 385 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 395 . Select Menu from the New Definition dialog box. 5. To create a menu definition: 1.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. Click the OK button. 2. FOR 4. Select File. 3.

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

INTERNAL USE ONLY! 6. to configure a menu item: 1. Slide 387 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 397 . 2. Double-click the empty rectangle with dashed lines under the new bar item. Select Component radio button from the Type field. FOR 3. 4. Click the OK button. Otherwise.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. The easiest solution is to place a separator bar as a menu item under the bar item itself. Enter data in the Save As field. Select File. Click the OK button. Save. 5.

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

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

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

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

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

Lesson 18 Analyzing the Impact of Design Changes Determining Relationships Among Definitions (continued) You design definitions before you develop applications. 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 .

you can: • Use the PeopleSoft Application Designer Find Definition References tool. • Use the PeopleTools Cross Reference page. Slide 394 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 404 PeopleSoft Proprietary and Confidential .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.

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

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

Character) Reasonable date check PeopleCode NA NA PeopleCode ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 407 . 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.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. Time. you might have to alter the associated SQL table to synchronize it. depending on the changes. Date. DateTime. Image) NA Prompt table edit Translate table edit Yes/No edit Value required (Numeric.

Select Build. 2. Slide 398 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 408 PeopleSoft Proprietary and Confidential . Select Create Indexes. FOR 5. 3. 4. Current Definition.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. Click the Build button. Open the record definition. Select a build execute option.

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

• Set the specific type of alter options that you would like. • Skip records if they contain data.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. FOR Slide 400 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 410 PeopleSoft Proprietary and Confidential . • Truncate data. You can: • Drop columns even if they hold data.

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

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 .Analyzing the Impact of Design Changes Lesson 18 Incorporating Upgrades in the Development Strategy Every implementation is different. depending on customer requirements.

If you have not altered definitions. upgrading the application is a relatively smooth operation. The definition upgrades take place without much required interaction.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. Slide 403 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 413 .

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 . information about the upgraded definition and the existing modified one is captured and placed in a comparison report. if internal version information of a definition indicates that it has been modified.Analyzing the Impact of Design Changes Lesson 18 Incorporating Upgrades in the Development Strategy (continued) During the upgrade process.

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

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

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

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 .

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

The data design phase comprises three application development steps: • Step 2: Define fields. • Step 3: Create record definitions. 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. you create the underlying structure of the application. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 422 PeopleSoft Proprietary and Confidential . • Step 4: Build SQL tables.

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.Lesson 19 Building Applications Creating Data Structures (continued) In step 2.

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 a record definition.

you create the SQL tables. 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 Creating Data Structures (continued) In step 4.

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

• Step 6: Define components.Lesson 19 Building Applications Creating User Interfaces With the table structures in place. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 427 . • 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. • Step 7: Register components.

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

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

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

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

• Verifying defaults and prompts.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. • Modifying rows of data. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 432 PeopleSoft Proprietary and Confidential . • Deleting rows of data. • Testing all of the supported actions. • Inserting rows of data.

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

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

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

The search engine is supplied by Verity. Slide 427 ______________________________________________________________________________________________________ Student Notes Security filtering is built in and implemented behind the scenes in a Verity search. FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 436 PeopleSoft Proprietary and Confidential . one of the largest providers of search engines.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. The permission lists assigned to each content reference determine security access.

When a user searches for text Verity examines an index based on the contents of the portal registry.4. 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 . users can access the Verity search engine to search within applications.Lesson 20 Searching Applications by Using the Verity Search Engine Describing and Performing a Verity Search (continued) In PeopleTools 8.

Portal. Click the Edit link for General Information. 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. 438 PeopleSoft Proprietary and Confidential . 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 .

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 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. Rather. In the Verity search engine. a search index is generated from the text and stored on the application server. 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. these indexes are called collections. For standalone enterprise applications.

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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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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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.

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

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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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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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The PSAUDIT table contains the following fields: • AUDIT_OPRID • AUDIT_STAMP • AUDIT_ACTN • RECNAME • FIELDNAME • OLDVALUE • NEWVALUE • KEY1. KEY2. You can view this table using Query or using SQL commands.Lesson 21 Performing Data Audits Implementing Field Level Audits (continued) All field-level audit data is stored in the PSAUDIT table. … 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 .

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

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

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

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

• To audit all fields in the record. skip this step.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 . • You cannot audit Long Character or Image fields.

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

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

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

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

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

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

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. you will be able to: • Describe how projects transport definitions between databases. • Export projects. This is an invaluable tool for developers who typically work in a development environment apart from production databases. Projects are also portable. INTERNAL USE ONLY! Slide 460 ______________________________________________________________________________________________________ Student Notes Projects allow quick access to the definitions that you are using. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 469 .

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.Importing and Exporting Projects Lesson 22 Describing How Projects Transport Definitions Between Databases A project is a collection of definitions. • Move definitions from one application database to another.

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 .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. all definitions are loaded into the target database’s tables. If you have connectivity to the database to which you want to transfer the project.

you can import the project from the target side. you must build them in the new database to create the application data tables.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. If you have record definitions in your project. This topic is covered in detail in the instructor-led course Data Administration Tools. You can migrate application data with Data Mover script files. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 472 PeopleSoft Proprietary and Confidential . 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. After the project is in file form.

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

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

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

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

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

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

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

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

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

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

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 .

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

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 .

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

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

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. • 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 .

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

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

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

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 .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) 1 day Live WebCast Reporting 1011 Enterprise Portal Administration (8.4) 3 days Classroom OR 1377 Concepts in Enterprise Portal Development (8.

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