PeopleSoft Upgrade Process

PeopleSoft Enterprise Upgrade Deep Dive

• Introduction

• Upgrade Process Overview

• Some Key Concepts

• New Data Type Conversion

• Performance Tuning

• Q&A

 

how to see different alerts in PIA

How to see different alerts on PIA.
How to configure birthday alert, anniversary Alert, Direct Reports etc.

Navigation :PeopleTools --> Portal --> Structure & Content --> Portal Objects à HomePage -->Tabs --> Tab Content --> Check alerts --> Tab Layout (configure the alignment).Thats all...

welcome message in PIA

Welcome message on PeopleSoft PIA.
As per a requirement, we have to show "Welcome xyz" as welcome screen on the PIA of PeopleSoft. This is not specific to user personalization.Steps for Customization..1. In Application Package PT_BRANDING, Application Class BrandingBase, Method GetIScriptHPDefaultHdrHTML. we have to do one customization to see welcome message on very first screen
delivered to be replacedGreeting = &Portal.Homepage.Greeting;
With
Local string &EMP_NAME;/* &Greeting = &Portal.Homepage.Greeting; */SQLExec("SELECT A.FIRST_NAME FROM PS_NAMES A WHERE A.EMPLID = :1 AND A.NAME_TYPE = 'PRI' AND A.EFFDT = (SELECT MAX(AA.EFFDT) FROM PS_NAMES AA WHERE AA.EMPLID = A.EMPLID AND A.NAME_TYPE = A.NAME_TYPE AND AA.EFFDT <= :2)", %EmployeeId, %AsOfDate, &EMP_NAME); &Greeting = " Welcome " | &EMP_NAME;
2.To show on all pages over PeopleSoft we need to edit Application Package PT_BRANDING, Application Class BrandingBase, Method GetUniHeaderHTML and GetUniHeaderHTML_PIA.
by adding the following just before the ‘If &navTheme.isNS4x()’:Local string &EMP_NAME;SQLExec("SELECT A.FIRST_NAME FROM PS_NAMES A WHERE A.EMPLID = :1 AND A.NAME_TYPE = 'PRI' AND A.EFFDT = (SELECT MAX(AA.EFFDT) FROM PS_NAMES AA WHERE AA.EMPLID = A.EMPLID AND A.NAME_TYPE = A.NAME_TYPE AND AA.EFFDT <= :2)", %EmployeeId, %AsOfDate, &EMP_NAME); &Greeting = " Welcome " | &EMP_NAME;
N.B. We can also directly use the PS_PERSON_NAME record(View) to get the employee's name (i.e. PRI & max. effective dated).

PeopleSoft Page Security view

Peoplesoft Page Security View.

This view will give the clear mapping of the oprid and permission that he has on the set of the pages in particular menu path.This view also displays ROLENAME and CLASSID through which oprid has the permission to a particular page.

SELECT DISTINCT h.oprid
, h.oprdefndesc
, g.rolename
, a.classid
,Decode(SUBSTR (b.menugroup
, 1
, INSTR (b.menugroup
, '&') - 1) SUBSTR (b.menugroup
, INSTR (b.menugroup
, '&') + 1
, LENGTH (b.menugroup) )
,'PeopleSoft'
,'PeopleTools'
,SUBSTR (b.menugroup
, 1
, INSTR (b.menugroup
, '&') - 1) SUBSTR (b.menugroup
, INSTR (b.menugroup
, '&') + 1
, LENGTH (b.menugroup) )) AS menugroup_label
, SUBSTR (b.menulabel
, 1
, INSTR (b.menulabel
, '&') - 1) SUBSTR (b.menulabel
, INSTR (b.menulabel
, '&') + 1
, LENGTH (b.menulabel) ) AS menu_label
, a.menuname
, c.barname
, SUBSTR (c.barlabel
, 1
, INSTR (c.barlabel
, '&') - 1) SUBSTR (c.barlabel
, INSTR (c.barlabel
, '&') + 1
, LENGTH (c.barlabel) ) AS bar_label
, SUBSTR (c.itemlabel
, 1
, INSTR (c.itemlabel
, '&') - 1) SUBSTR (c.itemlabel
, INSTR (c.itemlabel
, '&') + 1
, LENGTH (c.itemlabel) ) AS menuitem_label
, c.pnlgrpname AS component
, DECODE (a.authorizedactions
, 1
, 'Add'
, 2
, 'Update/Display'
, 3
, 'Add Update/Display'
, 4
, 'Update/Display All'
, 5
, 'Add Update/Display All'
, 6
, 'Update/Display Update/Display All'
, 7
, 'Add Update/Display Update/Display All'
, 8
, 'Correction'
, 9
, 'Add Correction'
, 10
, 'Update/Display Correction'
, 11
, 'Add Update/Display Correction'
, 12
, 'Update/Display All Correction'
, 13
, 'Add Update/Display All Correction'
, 14
, 'Update/Display Update/Display All Correction'
, 15
, 'Add Update/Display Update/Display All Correction'
, 129
, 'Add Data Entry'
, 131
, 'Add Update/Display Data Entry'
, 135
, 'Add Update/Display Update/Display All Data Entry'
, 143
, 'Add Update/Display Update/Display All Correction Data Entry'
, 139
, 'Add Update/Display Correction Data Entry'
, 133
, 'Add Update/Display All Data Entry'
, 137
, 'Add Correction Data Entry'
, 141
, 'Add Update/Display All Correction Data Entry'
, 130
, 'Update/Display Data Entry'
, 134
, 'Update/Display Update/Display All Data Entry'
, 138
, 'Update/Display Correction Data Entry'
, 142
, 'Update/Display Update/Display All Correction, Data Entry'
, 132
, 'Update/Display All Data Entry'
, 140
, 'Update/Display All Correction Data Entry'
, 136
, 'Correction Data Entry'
, 128
, 'Data Entry' ) AS authorized_actions
, SUBSTR (d.itemlabel
, 1
, INSTR (d.itemlabel
, '&') - 1) SUBSTR (d.itemlabel
, INSTR (d.itemlabel
, '&') + 1
, LENGTH (d.itemlabel) ) AS componentitem_label
, d.pnlname AS pagename
, DECODE (a.displayonly
, 1
, 'READONLY'
, 0
, 'WRITE') AS read_write
, c.itemnum
, d.subitemnum
FROM psauthitem a
, psmenudefn b
, psmenuitem c
, pspnlgroup d
, pspnlgrpdefn e
, psroleclass f
, psroleuser g
, psoprdefn h
WHERE a.menuname = b.menuname
AND a.menuname = c.menuname
AND a.barname = c.barname
AND a.baritemname = c.itemname
AND a.PNLITEMNAME=d.ITEMNAME
AND c.itemtype = 5
AND d.pnlgrpname = c.pnlgrpname
AND d.market = c.market
AND d.pnlgrpname = e.pnlgrpname
AND d.market = e.market
AND e.pnlgrpname = c.pnlgrpname
AND e.market = c.market
AND f.classid = a.classid
AND f.rolename = g.rolename
AND g.roleuser = h.oprid
AND h.acctlock = 0

Peolesoft Interview Questions Download links

Peolesoft Interview QuestionsDownload links
1) Application engine
2)Component Interface
3)SQR
4)PeopleTools Interview Question
Oracle Interview Questions
SQR Language Reference
Peoplesoft Red-Papers
1) Peoplesoft Person Model 9.0
2) HCM - Approval Workflow Engine
3)HCM - Delegation Frame work
Peoplesoft Integration Tools Explained