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Homepage Pagelets

Simplify the PeopleSoft User


Experience
Me
 CPA.CITP
 9 years as a Programmer Analyst
 4 years as a PeopleSoft developer
 Became a PeopleSoft Certified Developer
in 2004
 Technical lead of our PeopleSoft
Financials 8.4 implementation
My Company: Chelan County PUD
 Located along the Columbia River in the center of
Washington state
 Established by vote in 1936
 Own and operate three hydroelectric projects.
 Produce 8.5 million megawatt hours of power, enough
to run a city of 900,000 people.

 About 700 Employees


 Over 200 Million in annual revenue
Our Implementation
 Human Capital Management 8.8
 CIS 8.8
 Financials/Supply Chain Management 8.4
 CRM 8.8
 Enterprise non-PeopleSoft systems
 MRO’sMaximo Maintenance Management
System
Agenda
 What is a Pagelet?
 How can Pagelets help me?
 Where can I get one?
The Problem
 Can’t find functionality
 Too many clicks to find information
A Solution: Pagelets
 What is a Pagelet?
 Do you use Pagelets?
 Have you created a Pagelet?
Modify the
content area
Content Area
Header with
Enterprise Menu
common navigation
What is a Pagelet?
 A small PeopleSoft page
 Rendered within a homepage tab
 Can be customized by the user
 Can display either PeopleSoft or external
information
 Can display text, charts, images…
How can a Pagelet help me?
 A Pagelet can provide:
 Relevant summary information
 Single-click access to my documents
 A shortcut for creating new documents
Where can I get one?
 2 main sources:
 Delivered
Pagelets
 Custom Pagelets
 Custom Pagelets
 PageletWizard
 PeopleTools/Application Designer
Pagelet Wizard
 Wizard
A series of screens that walk the user through
the steps required to complete a task.
 Demonstration: Pre-pay audit for Cash
Advances
Creating Links
 Gather information
 Content reference name
 Portal registry
 Component search keys
 Component search record
 Target page
 Ctrl-J
Modify XSL
Template
Link Target
 Obtain content reference name
 PeopleTools → Portal → Structure and
Content
 Find search keys
 Include search key values in query
 Specify search key values as parameters
to link target
Pagelet Candidates
 Actionable items
 Pre-payaudit
 Time approval
 Information
 Open enrollment notification and link
 Budget variance
 Anything…
Pagelets with AppDesigner
 Sources
 PeopleSoft component
 IScript
 Similar to standard content references
Gather Information
 Pagelet category
 Portal registry folder name
 PeopleTools → Portal → Structure and Content
 Portal Objects → Pagelets

 Link target information


 Menu
 Component
 Page
Use 240xVar for right or left
column Pagelets

Use 490xVar for center column


Pagelets
Uncheck
Uncheck

Check
Uncheck

Check

Check
Uncheck

Check

Check
Pagelet Categories
 Find or create a folder
 PeopleTools → Portal → Structure and
Content
 Portal Objects → Pagelets
Target type of Pagelet

Folder under
Portal Objects > Pagelets
Add Pagelet to Homepage
 Image goes here
Pagelet Requirements
 Set your page size
 Disable most of the component’s internet
features
 Register it as a Homepage Pagelet type in a
folder under the Portal Objects > Pagelets folder
 Set additional pagelet properties
 Add Pagelet to a Homepage tab
Design Considerations
 Informational messages
 Bookmarkable links
 IScripts
 Use standard CSS class names Better
 Register manually
Standard
 Use a Grid instead of a Scroll Area for
tabular data
Bookmarkable Links
 Add an HTML Area to the page
 Value → Derived/Work field
 Description
 Link text
 Add component search keys to grid as hidden
fields
 Use RowInit PeopleCode to create links with
GenerateComponentPortalURL function
User Specific Pagelets
 PeopleCode to skip search processing
 SearchInit: SetSearchDialogBehavior(0)
 Use Installation as a search record
 Level 1 rowset with select PeopleCode
 OPRID as key field
 SQL in data’s view
Preference Editor
 User customization
Pagelet Preference Editor
Preference Editor
 User customization
 PeopleSoft Components, IScripts, or
External URLs
 User specific settings
 Same as Pagelets
Design Considerations
 Provide default preferences
 Going Home…
 Save and Cancel links
How do I get back home?

Click link to
return to
Homepage
Design Considerations
 Provide default preferences
 Going Home…
 Save and Cancel links
 PeopleCode

%Response.Redirect(%Request.Get("PORTALPARAM_HPURL"
));
Design Considerations
 Provide default preferences
 Going Home…
 Save and Cancel links
 PeopleCode

%Response.Redirect(%Request.Get("PORTALPARAM_HPURL"
));

Or

%Response.Redirect(GenerateHomepagePortalURL(%Porta
l, %Node, %HPTabName));
Register Preference Edit Page
Homepage2
Tracking Usage
SELECT A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL, COUNT(*)
FROM PSPRUHTABPGLT A, PSPRSMDEFN B
WHERE A.PORTAL_NAME = B.PORTAL_NAME
AND A.PORTAL_OBJNAME_PGT = B.PORTAL_OBJNAME
AND A.PORTAL_OBJNAME = 'DEFAULT' -- tab
AND A.PORTAL_NAME = 'EMPLOYEE' -- portal
GROUP BY A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL
ORDER BY 3 DESC
Deploying Pagelets
 Push
 Homepage Tab > Optional Default setting
 PeopleCode and PortalRegistry Classes
 SQL Insert/Update
 Pull
 Educate your users
Questions
References
 PeopleBooks > … : Internet Technology >
Administering Portal Homepages and Pagelets >
Managing Pagelet Attributes
 PeopleBooks > … : Internet Technology > Using
Portal Caching Features > Implementing Pagelet
Caching
 http://archive.blog.greysparling.com/2006_05_14_ind
 http://jjmpsj.blogspot.com/2006/09/peoplesoft-on-ora