Creating and Using PeopleSoft Homepage Pagelets
72
Homepage Pagelets Simplify the PeopleSoft User Experience
-
Upload
jimjmarion -
Category
Documents
-
view
5.920 -
download
1
description
Step-by-step instructions on how to use and create PeopleSoft pagelets using PeopleSoft's Pagelet Wizard as well as standard PeopleSoft pages/components.I gave this presentation at the PeopleSoft Northwest Regional User's group in Spokane several years ago.
Transcript of Creating and Using PeopleSoft Homepage Pagelets
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 Located along the Columbia River in the center of
Washington stateWashington state Established by vote in 1936Established by vote in 1936 Own and operate three hydroelectric projects.Own and operate three hydroelectric projects. Produce 8.5 million megawatt hours of power, enough Produce 8.5 million megawatt hours of power, enough
to run a city of 900,000 people.to run a city of 900,000 people.
About 700 EmployeesAbout 700 Employees Over 200 Million in annual revenueOver 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’s Maximo 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?
Enterprise Menu
Content AreaHeader with
common navigation
Modify thecontent area
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 informationSingle-click access to my documentsA shortcut for creating new documents
Where can I get one?
2 main sources:Delivered PageletsCustom Pagelets
Custom PageletsPagelet WizardPeopleTools/Application Designer
Pagelet Wizard
WizardA 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 informationContent reference name
Portal registryComponent search keys
Component search recordTarget page
Ctrl-J
Modify XSL Template
Link Target
Obtain content reference namePeopleTools → 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 itemsPre-pay auditTime approval
InformationOpen enrollment notification and linkBudget variance
Anything…
Pagelets with AppDesigner
SourcesPeopleSoft component IScript
Similar to standard content references
Gather Information
Pagelet categoryPortal registry folder name
PeopleTools → Portal → Structure and Content Portal Objects → Pagelets
Link target informationMenuComponentPage
Use 240xVar for right or left column Pagelets
Use 490xVar for center column Pagelets
Uncheck
Uncheck
Check
Check
Uncheck
Check
Check
Check
Uncheck
Pagelet Categories
Find or create a folderPeopleTools → Portal → Structure and
Content Portal Objects → Pagelets
Folder underPortal Objects > Pagelets
Target type of Pagelet
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 namesRegister manually
Use a Grid instead of a Scroll Area for tabular data
Standard
Better
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 processingSearchInit: SetSearchDialogBehavior(0)
Use Installation as a search recordLevel 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(%Portal, %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
PushHomepage Tab > Optional Default settingPeopleCode and PortalRegistry ClassesSQL Insert/Update
PullEducate 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_index.html http://jjmpsj.blogspot.com/2006/09/peoplesoft-on-oracle-whoami.html
