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

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

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

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

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

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

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

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 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 .

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

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

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 .

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 . the testing phase.Technology Overview Lesson 2 Describing PeopleSoft Application Development Methodology (continued) In phase 4. you verify the data structures and user interface.

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

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 .

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

FOR Slide 19 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! This table lists the locations of additional information in the PeopleTools 8. • Appendixes.Technology Overview Lesson 2 Finding Information About PeopleSoft Application Designer in PeopleBooks Use the PeopleTools 8. You can access related material by clicking the Help link in the top. This automatically takes users to the relevant information in the appropriate PeopleBook. • User Interface design and implementation.44 PeopleBook: PeopleSoft Application Designer: Location Type of Information Using PeopleSoft Application Designer This chapter provides general usage information. right corner of the application page.44 PeopleBook: PeopleSoft Application Designer to find development information including: • Information for planning application development. 16 PeopleSoft Proprietary and Confidential . Context-sensitive help is constrained to non-application specific pages in the technical database. Note. 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. • Information for creating data structures.

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

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

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

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

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

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

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

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

2.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. “Understanding PeopleSoft Portal Technology ” PeopleSoft Proprietary and Confidential 25 . FOR Slide 29 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Use the Search page as an alternate means of navigation. Search page See Also PeopleTools 8. Click the Go button. Select the link that best suits your needs. 3.44 PeopleBook: Internet Technology. Type the word that you want to search.

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

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

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

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.

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

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

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

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

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

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

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

• The mode of the component – update/display. • The toolbar buttons at the bottom of the screen. Component definitions determine: • The search page. 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. or correction. history. • The pages that you access.

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

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

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

Information displayed with CTRL+ J keyboard combination ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 41 .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. Page Name Personal Details FOR Navigation Instructors.

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

INTERNAL USE ONLY! See Also PeopleTools 8. “Working with BrowserBased Applications” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 43 .44 PeopleBook: Using PeopleSoft Applications. FOR Slide 45 _______________________________________________________________________________________________________ Student Notes For an online list of hot keys and access keys. press CTRL + K on the keyboard. • Access keys change the cursor focus to a button. 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. there are keyboard alternatives for buttons and other actions: • Hot keys perform an action immediately.

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.Navigating PeopleSoft Applications Lesson 3 Entering and Modifying Data (continued) When you add new rows of data for an entire component. Personal Information Use the search page to add a new value.

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

Maintain Purchase Orders INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 46 PeopleSoft Proprietary and Confidential . • User the insert row button in the grid. 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.

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

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

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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Three categories of tables

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Lesson 4

Explaining PeopleSoft Architecture

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

Track all objects in the entire database.

Are analogous to a table of contents.

Vary based on the platform.

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Explaining PeopleSoft Architecture

Lesson 4

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

Have consistent structure between applications.

Vary in content between applications.

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

Are converted to HTML, delivered to browser.

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

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Lesson 4

Explaining PeopleSoft Architecture

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

Specific tables are determined by application.

Developers can create more.

Content is modified through the user interface.

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

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Explaining PeopleSoft Architecture

Lesson 4

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

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

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

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

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

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

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

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

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

• 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. • Connects to the database directly or by means of an application server.

This can slow performance when you make multiple connections. 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. There is potential for security violations. This requires direct database connectivity. You point an ODBC connector to the database. PeopleSoft Proprietary and Confidential .

You must configure an application server. There is less exposure to security violations.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. The database server has to manage only the connection to the application server. FOR INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 71 . Does not execute PeopleSoft Data Mover commands or perform PeopleSoft Application Designer upgrades. The connection is managed by the application server. The application server manages this connection.

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

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

PeopleTools tables.Explaining PeopleSoft Architecture Lesson 4 Review In this lesson. and application data tables. 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. • 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. you learned that: • A PeopleSoft database consists of three types of tables: System catalog tables.

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

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

data element. This table lists some of these expressions: PeopleSoft Terms Equivalent Terms Table File. item. 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. entry. occurrence. line Column FOR Field. RDBMS terminology includes multiple expressions for the same element. set Row Record.

• 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. FOR Slide 80 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 78 PeopleSoft Proprietary and Confidential .

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

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

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

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

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

FOR Slide 86 _______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! You can find data models on Customer Connection at www. • A physical model is more detailed and includes table names.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. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 84 PeopleSoft Proprietary and Confidential . key structure. • PeopleSoft delivers physical data models for all database applications.

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

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

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

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

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

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

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

See Also PeopleTools 8. a prompt table is no different from any other application data table. 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. This diagram shows the prompt table PSU_INSTR_TBL filling values for the Instructor field in the PSU_CRS_SESSN table.Validating Data Lesson 6 Describing Prompt Tables In a prompt table edit. “Creating Record Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 92 PeopleSoft Proprietary and Confidential .44 PeopleBook: PeopleSoft Application Designer. It stores values that other tables can validate against. field values can be filled or edited only from a list of values in the prompt table.

When you select from the search results. If you enter an invalid value.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 . the key value from the prompt table is written to the field.

50 Example 2: If Syndee Edmonds were to take a leave of absence (become an inactive employee). here are a few examples of challenges in trying to maintain historical data or in noting future data changes. Effective dating: • Retains historical data.Validating Data Lesson 6 Using Effective Dating Tables containing an effective date (EFFDT) field as a key are called effective-dated tables. • Stores data for future use.22 11. how will it be recorded? EMPLID (Key) NAME TITLE WAGE 9442 Edmonds.25 Example 3: If the product’s price changes at midnight. would there be a record of his being a clerk? EMPLID (Key) NAME TITLE WAGE 1724 Lake. PRODID (Key) DESCR COST RETAIL 100567 Tambourine 12. with the following table structure you can’t make this happen.Bryan Clerk 10.Syndee Associate 11.99 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 94 PeopleSoft Proprietary and Confidential . INTERNAL USE ONLY! Example 1: If Bryan Lake were promoted to senior clerk.99 100568 Cowbell 4.87 29. Slide 96 _______________________________________________________________________________________________________ FOR Student Notes To understand the value of effective dating.

12.Bryan Clerk 10.Sydnee Associate 11.25 9442 06/01/2002 I Edmonds.00 05/11/2002 A Lake.25 9442 11/28/1996 A Edmonds.87 29.22 32.Sydnee Associate 11.99 100568 11/01/2002 A Mousepad 5.22 11.99 PeopleSoft Proprietary and Confidential 95 .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. Sr.03 12.49 100568 12/01/2000 A Mousepad 4.99 100567 12/01/2000 A Backpack 12.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.50 9442 01/01/2004 A Edmonds.

The effective date is less than the current effective date. but is not in the future. The effective date is the closest to today. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 96 PeopleSoft Proprietary and Confidential .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.

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

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

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

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

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

The MGR column uses values from the Personal Data table. 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. FOR INTERNAL USE ONLY! MGR field prompting to the EMPLID field Slide 103 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 102 PeopleSoft Proprietary and Confidential .

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

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

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

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

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

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

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

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

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

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

• 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. Slide 114 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 113 . • 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 .

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

Define New Fields 3. Define the Component 7. Design the Application 2. Create the Record Definition 4. Register Component 8. Create the Page Definition 6.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. Build the SQL Table 5. 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 . 1.

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

• Organize definitions to promote them from development to production. • Streamline the migration of definitions from one database to another during the upgrade process. • Better understand the relationships between definitions. • Simplify access to definitions during development. • Coordinate the work of several developers who are working on the same application.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. Use projects to: • Group definitions into logical areas. 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. FOR Slide 122 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 121 . Definition into Project if the definition is not open. Current Definition into Project if the definition 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. • Press the F7 key to insert a definition that is open and active.

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

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

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

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

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

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

• Contingency planning. • Time. consider your goals to include: • Resource allocation.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 . • Cost constraints.

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

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

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

“Designing the Application. lesson 8. See PeopleTools I: Activity Guide.” Activity 15: Creating Functional Specifications.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. Slide 134 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 133 .

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.Designing the Application Lesson 8 Determining Technical Specifications The technical specifications identify: • Field definitions.1 Training Units / Units N/A N N T1_ONSITE Char 1 Available at Customer Site / On Site Upper N N INSTRUCTOR Char 4 Curriculum Developer / CD Upper N Y T1_APP_REL Char 4 Application Release / App Release Upper Y N T1_TOOLS_REL Char 4 PeopleTools Release / Tools Release Upper Y N INTERNAL USE ONLY! These specifications identify the record definition. • Record definitions.1 Length (Days) / Length N/A N N T1_UNITS Num 2. 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 .

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 8.40 These specifications identify a page definition. T1_COURSE: FOR INTERNAL USE ONLY! Course Details page These specifications identify a component definition.80 T1_TOOLS_REL N N N Y XLAT N/A 8.

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

FOR

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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_ID

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

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

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

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

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

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

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

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

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

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

• Entering translate values into appropriate fields. Slide 154 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 156 PeopleSoft Proprietary and Confidential .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.

• The values do not change often. FOR Slide 155 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 157 . It is best to use translate values when: • The values are specific to one field and are not to be shared by any other fields. • 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.

44 8.Defining Fields Lesson 9 Assigning Translate Values (continued) The four fields identified to have translate values in the technical specifications are: • EFF_STATUS • COURSE_TYPE • T1_APP_REL • T1_TOOLS_REL FOR Slide 156 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! This table extends your technical specification.18 840 8.44 PeopleSoft Proprietary and Confidential . 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.00 830 8.40 844 8.40 NA Not Applicable N/A T1_TOOLS_REL 158 800 8. including the translate values that must be in place for each field definition that uses them.30 8.40 8.00 8. Field Name Values Long Name Short Name T1_APP_REL 800 8.00 818 8.30 840 8.00 8.40 8.18 8.

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

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

“Defining Fields. Slide 159 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 161 . lesson 9. 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.” Activity 19: Creating Field Definitions. See PeopleTools I: Activity Guide.

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

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

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

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. This diagram shows the relationship between the definitions: FOR INTERNAL USE ONLY! Data design phase of application development Slide 164 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 165 .

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

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

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

“Creating Record Definitions. lesson 10.Lesson 10 Activity 20: Creating Record Definitions Accessing Record Definitions Displays In this activity. See PeopleTools I: Activity Guide. Slide 168 ______________________________________________________________________________________________________ FOR Student Notes ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 169 . you will read the activity overview and access PeopleSoft field definitions.” 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 cannot change these properties in the record definition. 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 access these properties through the record definition by right-clicking the field.

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. • Select the General tab in the Record Properties dialog box to view general record properties: PeopleSoft Proprietary and Confidential 171 . 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 .

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

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

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

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

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

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

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

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

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. 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 .

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

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

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

At a minimum.Creating Record Definitions Lesson 10 Configuring Record Field Edits Properties (continued) The Required record field property on the Edits tab determines whether a field must include data to save a row. Select the Edits tab. • Check boxes. Double click the field. 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 . Open Select Record from the Definition field. mark the following as required: • Key fields. Edits properties Marking a field as required displays an asterisk on the page in the browser. • Radio buttons.

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

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

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

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

revisit the technical specifications.40 ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 191 .80 T1_TOOLS_REL - - - Y XLAT - 8. 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.Lesson 10 Creating Record Definitions Creating a Record Definition Before creating a record definition.

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

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

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

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

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

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

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

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 .

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

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. 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 .

blank Reg'd 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 .0 Character Fields .

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

Current Definition Build dialog box See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer.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. “Building SQL Tables and Views” PeopleSoft Proprietary and Confidential 205 .

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

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

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

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

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

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

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

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

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

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

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 .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.

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. • The levels are numbered from 0 to 3. 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 .

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

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

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

Level 1 contains other key fields and associated data of the child table.Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) Usually. Each level is associated with a different table: FOR INTERNAL USE ONLY! Page with a level 0 and a level 1 that write to different tables ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 221 . level 0 represents the key shared by a parent and child table. Slide 219 ______________________________________________________________________________________________________ Student Notes The Products by Customer page contains a level 0 and a level 1.

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

You display this information in a related field. 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. although it may not be in the base table. Slide 221 ______________________________________________________________________________________________________ Student Notes Use the following navigation path to access this page: Page Name Products by Customer • FOR Navigation Customers.44 PeopleBook: PeopleSoft Application Designer.Lesson 12 Creating Page Definitions Identifying Page Design Principles (continued) Sometimes additional information is necessary on the page. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 223 .

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

Lesson 12 Creating Page Definitions Identifying Page and Page Control Properties (continued) On a page definition. FOR Slide 223 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 225 . 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 Label tab to select a label and its appearance for the field. • 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.

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

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

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

44 PeopleBook: PeopleSoft Application Designer.Lesson 12 Creating Page Definitions FOR INTERNAL USE ONLY! Edit Box Properties dialog box See Also PeopleTools 8. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 229 .

Page Field Properties Click the Use tab. • Make the field display only. • Set the processing mode of the field. 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. • Make the field a related field. 230 PeopleSoft Proprietary and Confidential .Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Use the Use tab properties to: • Make the field a display control field. • Set the display only appearance.

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

• Make the page control an anchor for a page link. Edit Box Properties dialog box 232 PeopleSoft Proprietary and Confidential . Page Field Properties Click the General tab.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. 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.

Lesson 12 Creating Page Definitions See Also PeopleTools 8.44 PeopleBook: PeopleSoft Application Designer. “Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 233 .

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.Creating Page Definitions Lesson 12 Identifying Page and Page Control Properties (continued) Drop-down list box properties are slightly different than edit box properties.44 PeopleBook: PeopleSoft Application Designer. INTERNAL USE ONLY! Drop-Down List Box Properties dialog box See Also PeopleTools 8. Page Field Properties Click the Record tab. “Creating Page Definitions” 234 PeopleSoft Proprietary and Confidential .

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

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

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

“Creating Page Definitions” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 238 PeopleSoft Proprietary and Confidential .44 PeopleBook: PeopleSoft Application Designer.Creating Page Definitions Lesson 12 See Also PeopleTools 8.

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

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

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

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

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. Description ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 243 . 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.

DESCR INTERNAL USE ONLY! Step 1 Two parts of a related field Step 2 Slide 236 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 244 PeopleSoft Proprietary and Confidential .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.CUSTOMER FOR PSU_CUST_TBL.

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

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

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

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

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

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

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

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

Lesson 12 Creating Page Definitions Creating Page Definitions (continued) When you drag a record definition onto a page. however. most page properties are set by default. require a few adjustments such as labels and positioning. Most pages. 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 .

It writes to the high level key of the primary table.Creating Page Definitions Lesson 12 Creating Page Definitions (continued) On the Course page. the search key is in the Course Code field. Key values are rarely editable on a page and must be display only. 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 .

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 .Lesson 12 Creating Page Definitions Creating Page Definitions (continued) You must configure and group all of the radio buttons on a page.

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

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

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

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 . select the scroll area tool and drag it around the fields to be enclosed in the scroll area.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids (continued) To create a scroll area.

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

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

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

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

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

not the page layout. it is the page order.Lesson 12 Creating Page Definitions Implementing Scroll Areas and Grids (continued) Although the page is visually correct. which determines tabbing sequence or flow from field to field. 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 . Click the Order tab to see the page order.

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

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

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

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

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. and then select the appropriate browser. Select Layout. You can even add browsers to this list. Slide 262 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 272 PeopleSoft Proprietary and Confidential .

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.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.

Align. or along the center or middle axis. right. Select Layout. or bottom margins. top. and then select the type of alignment that you need. 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.

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

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

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

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

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

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

but a component is processed as one unit.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. Slide 271 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 281 .

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

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

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

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

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

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

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

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

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

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

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

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 . You also place PeopleCode here.

FOR Slide 283 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 294 PeopleSoft Proprietary and Confidential . • Use the Use tab to set up the search and action properties.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. • 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 .

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

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

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 .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.

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

Defining Components Lesson 13 Building New Components Review the technical specifications for the T1_COURSE component. 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 .

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

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

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

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

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

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

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

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

FOR Slide 299 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 309 . • 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 the security or navigation setup to recognize a component definition. FOR Slide 300 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 310 PeopleSoft Proprietary and Confidential .4: • Menu definitions are containers for components. you need to understand how menu definitions are used in PeopleTools 8.Registering Components Lesson 14 Examining Menu Definitions To understand the basics of menu definitions. it must be in a menu.

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

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

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

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 .

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

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

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

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

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

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

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

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

Lesson 14 Registering Components PeopleTools 8.44 PeopleBook: Internet Technology. “Implementing Portals” ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 323 .

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

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

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

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

• Create menu definitions that make sense as containers for objects. • Consider using menu bar items for organizational purposes. 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. without concern for navigation. You select the menu definition for your component based on a few simple rules: • Avoid using menu definitions delivered with PeopleSoft applications.

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

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

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

• 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. FOR Slide 321 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 332 PeopleSoft Proprietary and Confidential .Registering Components Lesson 14 Planning Component Registration (continued) Characteristics of the description include: • The content reference description is a text string of up to 255 characters.

Lesson 14 Registering Components Registering the Component The Registration Wizard automates the manual process that you have just seen. 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 . you begin the automatic process as you would the manual process. However.

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. view. or edit details about PSU courses Sequence FOR 10 Slide 323 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 334 PeopleSoft Proprietary and Confidential .

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 .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. many of the properties that you entered are saved and will appear as defaults when you register the next component.

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

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

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

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

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

Testing an Application Lesson 15 Creating and Analyzing Test Plans The fourth phase is composed of one step. If you find problems. and walk through the testing process again until you are ready to go to production. you move back to the appropriate step to resolve it. 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.Lesson 15 Testing an Application Creating and Analyzing Test Plans (continued) Before you start. You are especially interested in search record dependencies.

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

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

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

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

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

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

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

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

FOR Slide 342 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 352 PeopleSoft Proprietary and Confidential . Determine whether someone modified the record definition but did not alter the underlying table. 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.

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

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

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

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

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

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

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

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

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

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

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.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.44 Navigation (continued) All PeopleSoft applications provide access to application content by navigation and Verity search.

Editing the Registry Structure Lesson 16 Discussing Content Organization in PeopleTools 8.44 Navigation (continued) Portal packs are aligned by product lines and include pagelets as well as a personalized homepage with multiple tabs. This diagram illustrates an application portal: Home Pages HR HR HR Web Server Application Server Application Databases HRMS PIA HRMS Domain HRMS CRM Domain CRM FOR HR INTERNAL USE ONLY! CRM CRM CRM CRM PIA CRM PeopleSoft application with portal pack architecture Slide 354 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 364 PeopleSoft Proprietary and Confidential .

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

44 Navigation (continued) Navigation standards in previous releases were based on menu bar item names that held links to content.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 .

This diagram shows a simple example of how you might map a business process: Training Self Service Administer a Training Class On-line Enrollment FOR INTERNAL USE ONLY! Minimum Threshhold? Yes Assign Instructor Prepare Classroom Deliver Course Course Evaluation No Billing Cancel Class Pages mapped to tasks in a business process Slide 357 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 367 . navigation is organized around functional areas and business processes.4.44 Navigation (continued) In PeopleTools 8.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8.

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.

FOR INTERNAL USE ONLY! Slide 359 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 369 . • Do not repeat a term in a folder and in the content reference.Lesson 16 Editing the Registry Structure Discussing Content Organization in PeopleTools 8. • 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. • Limit the contents of a folder to 14 folders and content references combined.44 Navigation (continued) Keep in mind these rules as you develop your navigation: • Aim for a flat taxonomy. • The order of content references should match the steps in the business process. where possible.

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

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

• You might want to include in the name a clue to the location of the folder. FOR Slide 362 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 372 PeopleSoft Proprietary and Confidential .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. • Use a naming convention to help you identify new folders. • A folder name can be up to 30 characters long.

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

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

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

When you move a folder. Slide 366 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 376 PeopleSoft Proprietary and Confidential . you graft it like the branch of a tree to a new location. and those folders usually have more content references. All subordinate content moves with it.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. like the twigs and leaves of a tree.

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

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

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

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

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

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

along with their content. • You can move existing folders. FOR INTERNAL USE ONLY! Slide 373 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 383 . to other areas of the taxonomy. • 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.Lesson 16 Editing the Registry Structure Review In this lesson. you learned that: • You organize all user-accessible content in the portal registry by using functional areas and business processes as guidelines for constructing user navigation.

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

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

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

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 .

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

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

a search page loads. Every search page has a title. The title should match the content reference to maintain consistency in the look of the application. 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.

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. Slide 381 ______________________________________________________________________________________________________ Student Notes FOR This diagram shows a search page title and a menu item label: INTERNAL USE ONLY! Search page title ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 391 . as is the case for the Course Details and the Course Materials components that you created in class.

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

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

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

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

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

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

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

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

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. you will be able to: INTERNAL USE ONLY! • Determine relationships among definitions. • Incorporate upgrades in the development strategy. • Synchronize record definitions and database tables. Slide 391 ______________________________________________________________________________________________________ Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 401 .

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

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

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

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

which are based on record definitions. To remedy this problem without losing application data.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. Slide 396 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 406 PeopleSoft Proprietary and Confidential . Changes to field definitions or record definitions often make the underlying table no longer synchronized with the record definition.

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

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

INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 409 . except that you do not lose the data that application data tables contain. you must rebuild any views that reference the altered table. 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 either build or alter the table.Lesson 18 Analyzing the Impact of Design Changes Synchronizing Record Definitions and Database Tables (continued) If you change the table structure. You must also recompile any COBOL programs that reference the altered table.

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

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

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

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

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

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

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

• When planning application development. you should consider the impact of modifications on future upgrades. you learned that: • You can use cross-reference tools to examine how definitions are interrelated. • Changing definitions can have pronounced effects on other definitions.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. FOR Slide 407 ______________________________________________________________________________________________________ INTERNAL USE ONLY! Student Notes ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 417 .

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 .

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

Building Applications Lesson 19 Creating Data Structures With technical specifications prepared. you create the underlying structure of the application. • 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. • Step 4: Build SQL tables. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 422 PeopleSoft Proprietary and Confidential . The data design phase comprises three application development steps: • Step 2: Define fields.

you identify and create new field definitions. 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 .Lesson 19 Building Applications Creating Data Structures (continued) In step 2.

you create a record definition. 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 .Building Applications Lesson 19 Creating Data Structures (continued) In step 3.

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

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

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

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 .

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

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

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

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

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

______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 435 . the capabilities of Verity have been expanded to help users navigate the applications. In the original release of PeopleSoft 8. In PeopleTools 8. • Generate a Verity search collection. • Perform a Verity search. • Add keywords to a search collection. you will be able to: INTERNAL USE ONLY! • Describe and perform a Verity search.4. Slide 426 ______________________________________________________________________________________________________ Student Notes All PeopleSoft 8 applications come with the Verity search engine. 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.

FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 436 PeopleSoft Proprietary and Confidential . 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. one of the largest providers of search engines. The permission lists assigned to each content reference determine security access.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.

Lesson 20 Searching Applications by Using the Verity Search Engine Describing and Performing a Verity Search (continued) In PeopleTools 8.4. 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. When a user searches for text Verity examines an index based on the contents of the portal registry.

Portal. Click the Edit link for General Information. Structure and Content INTERNAL USE ONLY! Click the Courses link. 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.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. 438 PeopleSoft Proprietary and Confidential .

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

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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Searching Applications by Using the Verity Search Engine

Activity 62:

Lesson 20

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

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Lesson 20

Searching Applications by Using the Verity Search Engine

Adding Keywords to a Search Collection
A search collection made up of text from labels and descriptions is helpful, but
occasionally users will want to find content based on words that are not in either field.
This is where keywords are helpful.
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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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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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PeopleSoft has two approaches to auditing data: by field and by record definition. In
either case, the system writes data to tables created to contain audit data.
Field-level audits record when you insert, update, or delete a field value. The system
writes a row of audit data to the PSAUDIT table for each field marked for audit. You
may write multiple rows of audit data for a single transaction.
Record-level audits record any inserts, updates, or deletions for specified fields in a row
of data. PeopleSoft does not provide a table to store record-level audit data.
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Performing Data Audits

Lesson 21

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

Adding new rows of data.

Changing existing rows of data.

Deleting rows of data.

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Lesson 21

Performing Data Audits

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

The values that changed.

When changes were made.

Who made the changes.

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

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.

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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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Student Notes

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

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

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

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

• AUDIT_STAMP. FOR Slide 451 ______________________________________________________________________________________________________ Student Notes INTERNAL USE ONLY! Note. select the Auto-Update check box in the Record Field Properties dialog box otherwise the audit record doesn’t receive a date and time stamp. in this order. as the first three fields in the record definition: • AUDIT_OPRID. • AUDIT_ACTN. ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ PeopleSoft Proprietary and Confidential 461 . For AUDIT_STAMP.Lesson 21 Performing Data Audits Implementing Record Level Audits (continued) Insert these three fields.

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. • To audit all fields in the record.

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

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

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

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 8.44 PeopleBook: PeopleSoft Application Designer. • Both the new and old values if you change a key value. “Creating Record Definitions” INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 466 PeopleSoft Proprietary and Confidential .

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

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

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

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

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.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. 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 .

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

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

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

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

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

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

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

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

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

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

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

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

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.

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 .Lesson 24 Course Review Navigating a PeopleSoft Application (continued) Another method you use to navigate a PeopleSoft application is the search engine.

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

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

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

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

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

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

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

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

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

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 .

Slide 489 ______________________________________________________________________________________________________ Student Notes FOR ______________________________________________________________________ INTERNAL USE ONLY! ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ ______________________________________________________________________ 496 PeopleSoft Proprietary and Confidential . • You must generate a new registry collection to use the new keywords.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.

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

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

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

4) 3 days Classroom OR 1377 Concepts in Enterprise Portal Development (8.8) 5 days Classroom 430 SQR 5 days Classroom 435 PS/nVision Using Queries 4 days Classroom 455 Query/Crystal Power Combo 4 days Classroom with OnDemand 1152 Query Reporting 2 days Classroom with OnDemand PeopleTools Curriculum Map 500 PeopleSoft Proprietary and Confidential .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.

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