RSS
Archive for the ‘PeopleSoft’ Category

PeopleSoft CFO (Cumulative Feature Overview) Tool

Posted by

The PeopleSoft Cumulative Feature Overview (CFO) Report is a most useful tool for you to have and run if you are interested in optimizing your current PeopleSoft system, considering upgrading to 9.2, or applying a new PUM image. The PeopleSoft CFO can be run easily without any difficulty.  This report will show you what is available in the new system and compare it to what you are missing – i.e.: software sitting on the shelf or images you have not implemented yet.  One version of the PeopleSoft CFO will compare your modules against the most current versions in just minutes!

There is also a new version of the PeopleSoft CFO tool that will report against a customer’s specific production system and reports against exactly what features one has or has not applied. This version of the PeopleSoft CFO generates information based on one’s specific production system. The data is great; however, it requires someone to have log-in access and the tools to run it. So, it is more complex and takes more time. We would be happy to assist you with this version of the PeopleSoft CFO.

One quirky thing to be sure to note is that Oracle names everything a Bug ID, even new features and functionality.  This was talked about last year at the Oracle Customer Advisory Board (CAB).  So, new features actually have a Bug ID that would get captured, if applied or not.

For your convenience here is the link to the PeopleSoft CFO page: https://apexapps.oracle.com/pls/apex/f?p=10319:5:0

We would look forward to the opportunity to work with you on your 9.2 and tools upgrade or optimizing your current system. Contact us!

Fluid Pages

Posted by

There is a lot of good information on the Fluid User Interface key concepts page that is available on the PeopleSoft Information Portal. This PeopleSoft page has links and content for everything Fluid. One of the most useful links is the list of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

Below you will find a summarized list of links to the HCM and FSCM delivered Fluid Homepages which are essentially links into PeopleBooks. Over the next few blogs, we’ll take some time to update what currently is available through Image 23.

First, these are the Fluid Pages that are common to FSCM. Many of these Fluid Pages are about personalization but also include common Fluid Approval Pages. All of the bullets below are active links which will take you directly to the page in PeopleBooks.

We have blogged about many of the Fluid Pages personalization options and provided step-by-step directions on how to personalize. (Click here if you missed any of them.) In the upcoming blogs, we will focus on the delivered Fluid Pages for the FSCM applications. If you have any questions or would like additional information, please contact me at larry.zagata@miproconsulting.com.

PeopleSoft IS Alive and Well

Posted by

Oracle Lifetime Support Policy

Did you hear? Oracle announced a change to the Oracle Lifetime Support policy for PeopleSoft applications that further illustrates their commitment to PeopleSoft.  As of April 2017, the Oracle Lifetime Support end date for PeopleSoft HCM/ELM and Financials (FMS/ESA/SCM) 9.2, as well as Campus Solutions 9.2, has now been pushed out to December 2027.  This extends the committed support “through at least” December 2027 under Oracle’s Premier Support program.  These support policy changes are documented on page 5 (the 9th page of the document) of the updated Oracle Lifetime Support Policy for Oracle Applications.

This change in the Oracle Lifetime Support policy demonstrates Oracle’s acknowledgement that customers who continue to rely on PeopleSoft applications for their core business processes need a better understanding of their support timeline horizons.  In their announcement, Oracle was clear in stating that the current December 2027 date is NOT, I repeat NOT, an end of life date for PeopleSoft.  The investment that Oracle continues to make in the PeopleSoft applications remains strong and there are NO plans to end investment or de-support PeopleSoft.

The information on the Oracle support change and more was included in a recent Oracle blog posting “Oracle Lifetime Support Document Updated For PeopleSoft – April 2017”.

If you have any questions or if MIPRO can help in any way, please reach out to us!

WorkCenter Configuration – Part 3

Posted by

Pagelet Personalization and Configuring

As promised, here is part 3 of the WorkCenter Configuration blog series. Today we will look at the left side of the WorkCenter but focus on the configuration and personalization capabilities at the Pagelet level. Last week, in part 2, we looked at the left side of the WorkCenter, at the highest level. (If you missed Part 2 of the WorkCenter blog series – Click here. If you missed Part 1 of the WorkCenter blog series – Click here.)

Pagelet personalization 1

Depending on how the Pagelet was built and what the Pagelet does, you will have different personalization options.

Pagelet personalization 2

Drilling into the top Pagelet, the personalization is really about:

  • Whether the group is collapsed or expanded at startup
  • Display order
  • Showing the count
  • Providing the link to drill to the source

You can select these options for each of the Pagelet groups.

Pagelet personalization 3

Looking at the second Pagelet, the options for personalization are more extensive. In this example, we have the very same options as the top Pagelet described above, however we also have the capability to add another set of link groups.

Pagelet personalization 4

Clicking on the “+” at the Group Label level brings up the ability to create a new group label, choose the display order, and add menu items as additional links. So instead of creating a navigation collection and adding it as a new Pagelet, you can add another set of links to the existing Pagelet – exciting stuff!

Pagelet personalization 5

In this case, let’s look at adding some Inventory links.

Pagelet personalization 6

Pagelet personalization 7

In this example we chose the Express Putaway Menu and Expense Issue Return Menu to provide as links. Notice in the picture below, we added those new links to an entire new link group on the existing Pagelet.

Pagelet personalization 8

As you can see, you have the ability to configure and personalize the WorkCenter content to best suit your needs by building off of the WorkCenter foundation delivered by Oracle. Between personalization and configuration of the Dashboard, the left side of the WorkCenter at the highest level, and at the Pagelet level you should be able to do just about anything you can imagine.

If you would like additional information regarding Pagelet personalization or any other WorkCenter questions, please contact me at larry.zagata@miproconsulting.com.

WorkCenter Configuration – Part 2

Posted by

In part 1 of the WorkCenter Configuration Blog series, we looked at the right side of the WorkCenter, the buyer dashboard. (Click here if you missed part 1.) Part 2 of the WorkCenter Configuration blog series, is going to look at the left side of the WorkCenter and start at the highest level.

Work Center 1

When you click on the gear at the top of your screen, you will see you are presented with 3 options, reload, personalize and configure. Reload simply refreshes the data.

Work Center 2

Personalization allows you to organize each of the pagelet groups. In this case we are setup with two pagelet groups, “Main” and “Reports/Queries”. Under “Main” you can see you can select or de-select, choose whether or not it initially appears minimized or maximized and the order in which each of the pagelets appears in the pagelet group. So personalization is more focused on the appearance of the pagelets and pagelet groups.

Work Center 3

If you select the configure option, then more configuration actions are available to the user.

Work Center 4

You can change the starting page of the WorkCenter. I would say unless you are really going to revamp the WorkCenter, you may not want to use this option and if you are going to revamp the WorkCenter that much, you may want to consider making a new one with the appropriate relevance.

Work Center 5

You will more than likely use the ability to edit the Pagelets under the Pagelet groups section. You can add and delete pagelets in each pagelet group.

Work Center 6

For example, in the “Main” Pagelet Group, we have “My Work” and “Links”. We could delete or reorder these, make them required or minimize them. But we can also add Pagelets here. These can be Pagelets that are delivered or Pagelets that are created.

Work Center 7

You can search for the Pagelets you would like to add. In this case we will add a navigation collection I am using called Collaborate_Test1. It is in display order 3.

Work Center 8

As you can see below, it is now part of the “Main” Pagelet group.

Work Center 9

So this configure functionality really allows you to add and delete and reorder Pagelets on that WorkCenter. If you are trying to make the WorkCenter specific to your organization, this is likely one the most efficient ways to do so.

Stay tuned! In Part 3 of this blog series we will look at options within each of the pagelets.

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

Configuration of WorkCenters

Posted by

WorkCenters are a very powerful feature of PeopleSoft 9.2. They offer one-page information designed to support the most common work activities, reports and analytics for a job function. PeopleSoft delivers a lot of content for WorkCenters, but as with most content, some of it is applicable for most businesses and some needs to be configured specifically for an organization’s needs. In this multiple part blog series, we’ll demonstrate how to configure WorkCenters to allow your organization to tailor it to your specific needs.

First, let’s look at the right side of the WorkCenter page with the “Dashboard” enabled.

WorkCenters 1

You can personalize the content by clicking on the CONTENT hyperlink in the top right corner. This brings up all the embeddable pagelets that are available to add to your dashboard. Users can select those that are most relevant to their job function.

WorkCenters 2

A couple of things to remember when doing this:

  1. Try and stick to 5-6 embeddable pagelets because they refresh when the dashboard is engaged and you don’t want impact performance. Limiting the number of pagelets selected should not be an issue because the goal of a dashboard is to focus on answering “top” business questions.
  2. Remember that you can select those that are delivered by Oracle and those that you create.  This allows you to personalize dashboards with content specific to your organization. We have posted multiple blogs on the topic of creating embeddable pagelets if you need help.
  3. In addition to selecting the specific embeddable pagelets, you can organize them with a 2 or 3 column configuration.

WorkCenters 3

Additionally, each embeddable pagelet has options for configuration or personalization.

WorkCenters 4

Personalization of this pagelet allows the user to select the business unit to return and max rows.

WorkCenters 5

Each pagelet may offer different options based on the type of pagelet and how it was designed.

WorkCenters 6

For the Buyer WorkCenter Dashboard, these are the options to allow users to configure and personalize the content, keep in mind, user-created embeddable pagelets can also be added to the dashboard.

In the next blog, we will begin to look at options for the left side of the WorkCenter or the action side.

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

9.2 Optimization

Posted by

With PeopleSoft 9.2 there is a lot of conversation about taking advantage of new features and functionality, de-customizing, and optimizing your solution as new features are delivered as often as quarterly. But how does an organization go about optimizing PeopleSoft? The first thing to remember is that you must treat the optimization as a project and not as a discrete activity. When you treat the optimization as a project your organization needs to:

  1. Define your current issues/concerns (top to bottom)
    • Be specific, generate a list
  2. Document specific objectives that must be accomplished
  3. Reach a consensus & prioritize objectives
  4. Define & document success criteria
    • What defines a successful optimization outcome?
  5. Generate an Executive Strategy Outline (ESO) consisting of the issues, objectives and success criteria
    • Used to help prioritize projects
  6. Execute product reviews within PeopleSoft
  7. Generate a roadmap to execute optimization content that provides the largest business value and is achievable within an acceptable timeframe

Optimization

Why is it important to take the time to execute in this manner?

  • Executive challenges (top level) help feed downstream challenges
  • Challenges help define what needs to be addressed
  • Challenges are easily transformed into objectives
  • Objectives are used for internal alignment and priorities
  • Objectives are used to guide the PeopleSoft reviews

Optimization 2

Once you have all the challenges and objectives defined, your organization is then ready to execute the PeopleSoft product review portion.

  • Generate feature/functionality available between current image and latest available image
  • Understand the objectives and use those objectives to focus on the areas in PeopleSoft to achieve those objectives
  • Review current business processes
  • Review current setup and configuration in PeopleSoft
  • Don’t ignore opportunities to improve the end user experience
  • Generate a list of opportunities
    • Define the business benefit
    • Define the feasibility
    • Map the recommendation to the objective it helps achieve
    • Prioritize
  • Detailed documentation
  • Project Plan to execute the various “mini” projects for optimization

By executing your optimization in this manner, your organization will be much more likely to implement changes that are most beneficial. MIPRO has a very structured process to support optimizations, if you would like additional information, please contact me at larry.zagata@miproconsulting.com.

 

Elasticsearch

Posted by

Is your organization considering Elasticsearch? Then this is a must-watch video with some great overview information.

The key take-aways and content include:

  • SES and Verity will be deprecated in PeopleTools 8.56
  • SES will be supported in PeopleTools 8.55 until April 2018
  • Do not deploy Elasticsearch from their website, there is a very specific PeopleSoft version that needs to be deployed
  • Utilizes PeopleSoft security so any search returns will only return information that the user is subject to view based on the PeopleSoft security setup
  • The video discusses 3 cases or situations those deploying Elasticsearch may encounter
    • Fresh install: (No SES currently deployed but may have Verity)
    • Migration: Move from SES currently in use with planned down time for the conversion over to Elasticsearch
    • Migration: Move from SES with a live cutover (no down time for SES during the transition)
  • The bulk of the video discusses 7 steps to transition to Elasticsearch in good detail:
    • Estimate resource requirements
    • Deploy on server using DPK
    • Take new features and fixes to PeopleSoft and Elasticsearch
    • Perform acceptance testing
    • Build PeopleSoft search indexes on Elasticsearch
    • Configure PeopleSoft integration with Elasticsearch
    • Migrate to Elasticsearch instance

If you would like additional information on Elasticsearch, or have any other PeopleSoft related questions please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Classic Plus To Harmonize With Fluid

Posted by

Oracle continues to invest and enhance PeopleSoft, now offering a Classic Plus option with Tools 8.56 which makes PeopleSoft Classic look and feel more like Fluid.

Check out Oracle’s Blog – “2016 Year In Review, 2017 Looking Forward

Here is a snippet of what you will find in the Oracle Blog.

  1. Deliver, Deliver, Deliver

“Speaking of technology, we plan to deliver PeopleTools 8.56 in 2017. Among other new capabilities, we plan to introduce what’s currently referred to as Classic Plus, a modernizing face lift to the Classic UI, which will harmonize the user experience between Classic and Fluid pages. Other planned investment areas in PeopleTools 8.56 focus on enhancements to Fluid, Search . . .. For a complete list, watch for the posting of the Pre-Release Notes on My Oracle Support.

Oracle Resources: Planned Features and Enhancements (Doc Id 1966243.2), Cumulative Feature Overview Tool, PeopleSoft Apps Strategy Blog, PeopleSoft Legislative Updates Blog, PeopleSoft Technology Blog, PeopleSoft Information Portal”

As the various components become available, PeopleSoft clients on Tools 8.56 will be able to use PeopleSoft Classic Plus on pages that are not available in Fluid.

If you have any questions about PeopleSoft Classic and Fluid Pages or any PeopleSoft topics, reach out to us. We are here to help!

Saving Customers from Themselves

Posted by

One of the principles that MIPRO lives by is, “Always tell your customer what they need to hear, not just what they want to hear.” We are passionate about providing real, honest observations and feedback. Sometimes we are tested to see just how far we will take that commitment.

We recently had a customer decide they wanted to move the go-live date for our project earlier by three months. Although we had a detailed project plan created by one of our senior resources with over 25 years of experience, the customer’s project manager decided to set aside the plan, eliminating steps and increasing project risk, in order to hit an earlier date.

We did not hesitate to share our concern and the potential risks associated with that decision. We delivered our honest feedback and the new date was not altered. We had done all we could do. We focused on doing everything we could to help our customer make the new date, keeping an eye open for the challenges that lay ahead.

We kept to our principles and did the right thing, but in this case, the candid feedback negatively impacted our relationship with the customer. In almost every other instance, the honest, candid feedback is seen as refreshing and has led to many long term, mutually beneficial relationships. In either case, we believe we should never comprise our principles.

Some things we’ve learned along the way:

  • Always be professional when providing feedback. Leave the emotion out of it. Easier said than done, but extremely important.
  • Timing is everything. As the saying goes, bad news is not like wine, it does not get better with age. Share your feedback sooner rather than later.
  • Keep the long-term end goal in mind. Minor diversions from the plan don’t always need the cavalry. Don’t become the “boy who cried wolf.”
  • Respect your customer’s wishes. Provide your feedback, but unless you are 100% responsible for delivering or you’re on a fix fee engagement, if it is the customer’s project, point out the path to success as well as the risks, then march with them.
  • Never compromise your principles.

If you ever need honest observations or feedback don’t hesitate to contact us.

©2017 MIPRO Unfiltered