RIO_PIA_and_PeopleTools_-_Learner.ppt

PeopleSoft Internet Architecture (PIA) and

PeopleTools

C3: Protected

© 2007, Cognizant Technology Solutions Confidential 2

About the Author

Created By: Kiran Bhat (134180)

Credential Information:

PeopleSoft Techno-functional Consultant

Version and Date:

TECHNICAL/PPT/1.0

12/31/2009


Icons Used

Questions

Contacts

Reference

Demonstration

Hands on Exercise

Coding Standards

Test Your Understanding

Tools

A Welcome Break


PIA – PeopleSoft Internet Architecture: Overview

Introduction:This chapter provides an insight into the PeopleSoft Internet Technology. Internet technology consists of PeopleSoft Pure Internet Architecture and the PeopleTools portal technology used for creating and managing portals.

PeopleSoft Internet Architecture (PIA) enables internet application deployment through a browser, and enables you to take advantage of PeopleSoft intranet solutions, internet solutions, and integration technologies. The PeopleTools portal technology provides the users an interface to access and administer both PeopleSoft databases (HRMS/Fin/CRM, etc) as well as non-PS content.


PIA: Objectives

Objectives:Completing this chapter will enable you to: Know the architecture prior to introduction of PIA in PeopleSoft. Understand the basic structure of the PIA. Identify and understand the significance of different elements of PIA. Understand the benefits of the PIA. Understand the basics of PeopleTools. Work with different PeopleTools objects. Understand Workflow concepts. Understand the Data Mover Tool. Work on URLs and online Structures and Contents. Understand System behavior and performance.


Architectures Prior to Internet (PIA)

Limitations: End user machine

must be configured and PeopleSoft software must be properly installed.

Windows based clients were limited to windows platform.

With every new release end user PC upgrades were required for adequate performance.


Basic Structure and Elements of PIA

Basic Elements: Web Browser Web Server Application Server Process Scheduler Database Server


Basic Elements of the PIA

Web Browser: Primary means by which users and administrators access PeopleSoft

applications and administrative tools. Follows the HTTP protocol

Web Server: Java enabled server to support web transactions between web browser

and the application server. Web Server Components:

Web Services - Program installed to the host system that manages the web server. (WebLogic, WebSphere, Apache, Iplanet).

Servlet Engine - The environment in which the servlets run. Java Executables - (JRE) Java run time environment executables.


Basic Elements of the PIA – contd.

Application Server: The core of PIA which runs business logic and issues SQL to

the database server. Consists of PeopleSoft services and server processes. Components of the Application Server:

Tuxedo Processes - Handles connection to the client system (Windows workstation/Development Environment)

Jolt Processes – Java-enabled version of Tuxedo that communicates with a Web server.

PeopleSoft Processes – To communicate with the database and query the database for data and objects using SQL.


Basic Elements of the PIA – contd.

Batch Server/Process Scheduler: PeopleSoft Process Scheduler installed and configured on this server,

and it is the location where many of your batch programs, such as Application Engine programs, run.

This could be a separate server, or it can run on either the application server or the database server.

Database Server Houses a database engine and the PeopleSoft application database,

which includes all the application's object definitions, system tables, application tables, and data.


Benefits of the PIA

Application classes are beneficial from the following perspective: No code on client: All PeopleSoft applications deploy on server only. Client Hardware requirement: End user need not have a high end, expensive

PC to use PeopleSoft applications. This means lower cost to customers. Modular Deployment : Organizations can deploy their enterprise

applications in phases. This enables customers to deploy and upgrade application at their own pace.

Portability: With browser based applications , any end user that has HTML and JavaScript compliant browser could access the applications using Windows, Mac, Linux or Unix client.

Low cost of deployment: Internet architecture automatically deploys the changes to the Application Server machines. So customers need not recompile code or deploy to their various servers.

Easy Access: End user can access PeopleSoft applications by simply entering a URL in address bar or clicking on a hyperlink or can also access from a cell phone or wireless device.


PeopleTools – Application Designer

One place for all PeopleSoft application design and maintenance.

Performs database designing, online application development, and process definitions.

Enables developers to create ‘objects’ which include: Fields. Records (Tables). Pages. Components. Menus. PeopleCode. SQL.


PeopleTools – Application Designer contd.

Project Workspace

Upgrade Tab

Output Window

Object Workspace/Definition Workspace

© 2007, Cognizant Technology Solutions Confidential

Steps to build a PeopleSoft Application

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Design Application

Define fields

Create Record Defn

Build Tables/Views

Create Page/s

Define Component

Create Menu

Enable Security

PeopleSoft Project


Designing an Application

Basic considerations while designing an Application: Data to be processed – For designing the DB Structure to

hold the data Data Entry into the system – For designing the online pages Business Logic for data entry – For preparing the validation

rules Access levels to different set of users – For designing the

security structure.


Create Record Definition

Steps for Creating Record Definitions: Reuse/Create Fields to insert into the record. Insert the identified fields into the record. Define record type. Build record (if applicable)

Record Types: System Catalog tables – Store physical

attributes of tables and views, which the DBMS uses to optimize performance.

People Tools tables (PSXXXXX) – Contain the information about objects that you define using PeopleTools.

Application Data tables (PS_XXXXX) – Contain the actual data that user creates through People Soft application pages.


Create Record Definition contd.

Types of Records:



Types of Records:

SQL Table: Physical SQL table on the database. Default setting Such records need to be ‘built’.

SQL View: SQL view, which is not physical SQL table on database Contains fields from one or more SQL tables Provide an alternate view of information stored in ‘base’ tables

Dynamic View : Used like a view in pages and People Code, but is actually not stored as a SQL View in the database.

System uses the view text as a base for the SQL SELECT that is executed at runtime.

Provide superior performance in some situations, such as search records and in People Code Selects, because they are optimized more.



Types of Records: (contd.) Derived/Work: A temporary workspace used during online page

processing. A derived/work record is not stored on the database, so you do not

Build it.

SubRecord: Group of fields shared in multiple record definitions Reusability of a group of fields. Changes to the subrecord, reflect on each record definition the group of

fields is used.

Query View: View constructed using PeopleSoft Query tool. Cannot be built and therefore not a ‘physical’ view.

Temporary Table: Define the record definition as temporary table. Temporary images (known as instances) of the table created. Used for running Application Engine batch processes to store specific

data to update without risking the main application table. Count of instances specified on the People Tools Options Page as well

as on the AE process which uses the tables.



Building Record definitions:

1. Right click on Record definition inserted in the Project and select ‘Build’

2. Go To Build Menu in Menu Bar and select appropriate option Project/Current Record

3. Click on highlighted icon to build Current Record



Building Record definitions:Build records has following options:•Create Tables – Create (or drop and recreate) table•Create Indexes – Create (or drop and recreate) indexes on the table•Create Views – Create (or drop and recreate) views on the base table/s•Alter Tables – Alter the table to reflect the changes without loss in data already present in the table•Create Triggers – Create DB triggers on the records for synchronizing/auditing purposes.

Build Execute has following options:•Build Script File – Create the SQL statement that would be executed on the DB. User can review and modify the SQL and execute it ‘manually’ on the DB.•Execute SQL now – Directly execute the SQL on the DB. No review of script possible.•Execute and build script– Creates the scripts and executes it. User can only view the SQL that was executed on the DB.



Record Field properties:Use tab Keys:

Key: Select to identify the field as a search criteria that uniquely identifies each row in the table. Duplicate Order Key: Select to indicate that duplicate values can occur.Alternate Search Key: Select to identify more search criteria in the record. Descending Key: Select to identify the data in reverse alphabetical order. This is primarily used for effective date fields. Search Key: Select this to make the field available for searching the data. This has to be a key item. Once you select this List box item is selected automatically.Search Edit: Selecting this option enforces the required property and table edits on the search page.List Box Item: Select to show some additional data to user. From Search Field: The displayed list contains rows in which the field value is greater than or equal to a value that the user enters .Through Search Field: The displayed list contains rows in which the field value is less than or equal to a value that the user enters.Default Search Field: Select to control which field name appears in the Search By drop-down list box on the basic search page.Disable Advanced Search Options: Select to prevent runtime search pages from displaying advanced search features for this field.



Record Field properties:

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Use tab Audit:Field Add: Audits this field whenever a new row of data is added.Field Change: Audits this field whenever the contents are changed.Field Delete: Audits this field whenever a row of data is deleted.

System Maintained: Select to indicate that the field value is system-generated. This option doesn’t affect processing and is for documentation purposes only.Auto Update: Select to have the field updated with the server’s current date and time whenever a user creates or updates a row. Any user entries—even if permitted on a page—are overwritten by the server time.

Use tab Record Field Label ID:Specify Long Name or Short name to be used as a label in the record.The default value is “***Use Default Label***”

Use tab Default Value:Constant: User can specify a default value or system variables like %DATE, %DATETIME or %TIME etc .Record Name & Field Name: You can enter the record and field name as a default values.

Use tab Default Page Control:Specify the default appearance of a field as it appears on the page that corresponds with the record field that you are creating.



Record Field properties:

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Edits tab Required:Select if you don’t want user to leave the field blank. Users are unable to save their work until they complete all the required fields on the page.

Edits tab Edit Type:No Edit: Select if you don’t want to edit the contents of this field against a table. This is the default, which makes the options in the Table Edit group box unavailable.

Table Edit: Select to edit the contents of the field against the values that are maintained in the specified table. When you select Table Edit, the Type field becomes available in the Table Edit group box.



Record Field properties: Table Edit Type options:

Prompt Table with No Edit:

Provides users with a list of suggested values, but does not edit the contents of the field against the prompt table. Users can enter any value. Selecting this option makes the Prompt Table field available.

Prompt Table Edit:

Edits the contents of the field against the values that are maintained in the specified prompt table. Selecting this option activates the Prompt Table field. When you enter a prompt table name and exit the field by pressing tab, Set Control Field becomes activated.

Translate Table Edit:

Edits the contents of the field against the translate table. The translate table stores values for fields that must be validated but don’t need individual tables of their own. If you select this option, Prompt Table and Set Control Field become unavailable.

Yes/No Table Edit:

Makes the values for this field Y (yes) and N (no) only. If you select this option, Prompt Table and Set Control Field become unavailable.

This is a 1/0 table edit where 1=True and 0=False.

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Record Field properties: Criteria to add translates to fields:• Field type is Character. • Field length is 1 to 4 characters.• Field values consist of a relatively small,

static set of values that are not maintained by the user.

• No other fields relate to this field.

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Following page controls are available on the page: Charts Frames Group Boxes Horizontal Rules Images Static Text Check Box

Drop Down List Box Edit box and long edit box Radio Buttons Sub-pages Grids

HTML Area Push Buttons or links Scroll Area and Bars Secondary Pages

Aesthetic Controls

Data Entry Controls

Function and Data Processing Controls

Page Definitions – Page Design


Pages are the graphical interface between your users and your application database. In simpler words, the End-user enters data into DB tables from Online Pages.

PeopleSoft Application Designer, you can create, modify, and delete page definitions in your PeopleSoft system.

Three types of Pages (Use based):- Standard, Secondary & Sub pages.

Fields can be modified to have Page-field properties that are specific to the page only.

One page may have one or more database records referenced by it.

Page Design… ..contd


Field:Record name and Field name can be identified with this option.

Style:You can specify the style sheet for GUI purpose.

Size:Average: Select to provide sufficient space to display the field control length in average-width characters. Maximum:Select to provide enough space to display the field control length in maximum-width charactersCustomSelect to define a custom size for edit boxes that are not display-only. If you set a display-only edit box to Custom, it appears as its defined length. If your edit box is in a grid, this field wraps.

Page Field Properties – Record


AlignmentAuto.LeftRight

Display OptionsDisplay Zero:To display a zero value instead of a

blank field for numeric fields.Password:

The value entered is hidden i.e. characters appear online as asterisks (*). Show Prompt Button

Prompt button is displayed .Auto Fill

System automatically populates with the character specified in the Fill Character field. Display Time Zone

To display the related time zone for Date Time fields

Page Field Properties – Record ..contd.


Display Options contd.Display Century:To enable users to enter dates with 4-

digit century (eg: 2009)

Currency Symbol:To display a currency symbol in the

field.

1000 SeparatorTo insert thousand separators for

numeric fields.

Auto DecimalTo insert a decimal point automatically

if none is provided in the data that is entered.

Fill CharacterCharacter to replace blank spaces in an

edit box to be displayed. E.g.: Value $1250 for Net Pay field of

length 8.3 and (*) as a fill character, is displayed as: *****$1,250.000

Page Field Properties – Record ..contd.


Page Field Properties – Use

Field Use Options:Display OnlyUser can’t edit the field.

InvisiblePage control (field) is not visible to a user.

Show label:To make the Field label visible while the field itself is

invisible. Show Label is selected only if Invisible is selected

Multi-Currency Field: To identify the control as associated with multicurrency

processing (if applicable).

Display Control Field:To indicate that the field controls another field on the same page level. The controlled field is a related field.

Related FieldTo specify that the contents of this control are ruled by another control on the same page level - one that is selected as a display control field.


Page Field Properties – Use ....contd.

Display Only AppearanceThe Display-Only Appearance attributes, Text Only and Disabled Edit Control, apply to edit boxes and drop-down list boxes only

Wrap Long WordsWraps long words that do not contain spaces, such as long URLs, in a page field at runtime for Microsoft Internet Explorer only.

Popup MenuPop-up menus are lists of menu items that you can associate with a field on a page. At runtime, the menu appears on a separate page as a list of links to related pages.

Allow Deferred Processing.Enables deferred processing for this page field. A transaction can run in two modes: deferred and interactive.

Set Component ChangedEnables the system to issue a save warning for the field if the user changes the value and attempts to exit the page before saving.


A component represents a complete business transaction. It comprises either a single page or a set of pages that are

meant to be processed as one. Following snapshot shows the one page and the multiple pages

component.

Component Definitions – Design


The structure of the component:It gives the visibility on how many scroll levels are available and

which is the primary record of each scroll level and which is the main search and add search record

Component Definitions – Design… contd.


General Tab: Description: Enter a general description of the

component. Owner ID: Select the application to which this

component belongs. Last Updated: Last modification date and time is displayed. Comments: Any additional comments that user needs to

specify.

Component Definitions – Properties


Use Tab: Search Record: Specifies the search record for the component. Add Search Record: Specify the different search record when you

are in ADD mode. Force Search Processing: Select to always run search logic (Search-Init

People Code) for this component. Detail Page: No longer used. This option appears for

upgrade purposes only.

Component Definitions – Properties.. contd.


Use Tab contd. Actions:

Add: To insert a new current row or to update future rows.

Update/Display: To update existing rows only. Update/Display All: To update current and

future rows in an effective-dated record. Use only with effective-dated records.

Correction: To update any rows (history, current, and future) in an effective dated record. Use only with effective dated records. This is translated to correct history at runtime.

Disable Saving Page: To hide the Save button in the toolbar. This

prevents the user from being prompted to save when exiting a page.

Include in Navigation: To include the Component in the menu

navigation at runtime. If you do not want the component included, clear the check box.

Component Definitions – Properties.. contd.


PeopleSoft URL Maintenance

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Internal and external links can be defined under the PeopleSoft URLs. URLs can be created and maintained by using the following navigation

online: PeopleTools Utilities Administration URLs URL addresses defined here can be referenced from page controls such as

a push button/link. The associated URL can be either an internet or intranet link.


PIA and PeopleTools: Source

Enterprise PeopleTools 8.49 PeopleBooks: PeopleSoft Application Designer: Records, Pages, Components, Menu

creation and maintenance. Data Management: Data Mover concepts Internet Technology: PeopleSoft Internet Architecture System and Server Administration: Using PeopleTools Utilities - URLs

Disclaimer: Parts of the content of this course is based on the materials available from the Web sites and books listed above. The materials that can be accessed from linked sites are not maintained by Cognizant Academy and we are not responsible for the contents thereof. All trademarks, service marks, and trade names in this course are the marks of the respective owner(s).

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