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Archive for the ‘Asset Lifecycle Management’ Category

Advanced Query Security

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Looking for more security out of PeopleSoft query? There was another little gem of a new feature released with image 20 – Advanced Query Security. It only captured a small paragraph in the image overview but is a nice feature to gain more security out of PeopleSoft query.

From the image overview document:

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries. Authorized users determine which fields to secure for a query and the type of security for those fields, such as User ID, Role, or Permission List. Then they map the secured field name with the PeopleSoft field name and run the Apply Security process. Optionally, filters can be applied to the secured fields based on the PeopleSoft product name such as General Ledger, Purchasing, and so on.

More information on the setup can be found online in PeopleBooks by clicking on this link.

Use some level of caution in selecting only the right level of experienced users who have access to this as to not impact the data returned on queries and potentially impact performance. But it could be a very valuable tool if applied selectively.

Don’t forget to check out our other blogs related to the release of Image 20.
Overview of Image 20 – PeopleSoft Image 20 Released
PeopleSoft Image 20 – Enhanced Fluid Approvals
PeopleSoft Image 20 – Fluid Forms and Approval Builder

If you would like more information on Advanced Query Security or any of the other new features in Image 20, please email me at Larry.zagata@miproconsulting.com.

PeopleSoft Image 20 – Enhanced Fluid Approvals

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Last week we talked about the new PeopleSoft Update Image 20 and the many new features included in this update (click here if you missed our blog). In this feature of Unfiltered we are going to highlight one particular feature: Enhanced Fluid Approvals.

With the release of Image 20, over a dozen approvals are available via the Fluid Approvals functionality, enabling approvers to complete approvals on the go with any device allowed by their organization via the Approval Tile on the FSCM Fluid Homepage.

  • Financials
    • Commitment Control:  budget journals
    • Expenses:  expense reports, time reports, time adjustments
    • General Ledger:  journal entries
    • Payables:  vouchers, payment requests
    • Receivables:  payment write-offs
    • Treasury:  settlements, deals
  • Supply Chain
    • eProcurement:  requisitions
    • Purchasing:  purchase orders
    • Services Procurement:  service work orders, service expenses
    • Strategic Sourcing:  sourcing events

It is worthwhile to note that with Image 20 update, LINE level approval is now available for the following transactions via fluid approval:

  • eProcurement requisition approval
  • Purchase order approval
  • Expense report approval

To learn more about Fluid Approvals click here to watch the release, or go to www.peoplesoftinfo.com to access the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks.

As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com

PeopleTools 8.55 – The Sunset of Crystal Reports and Enhancements to BI Publisher

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Sunset Crystal Reports Enhancement of BI Publisher

For several years, Oracle has been indicating that Crystal Reports was a technology of the past and has encouraged customers to take advantage of BI Publisher. Well that day has come! PeopleTools 8.55 will not support the use of Crystal Reports. Don’t be alarmed, the capabilities now available to you will make you wish you never had a three-ring binder full of static, stale, snapshot reports. The tools (Pivot Grids, Simplified Analytics) that will replace many of your old reports will provide you with fresh, actionable data to make better decisions to run your business. For those situations where you need static data, month-end for example, BI Publisher is your tool of choice.

Here are some of the new features that Oracle has built into BI Publisher in PeopleTools 8.55.

  • PeopleTools has created a BI Publisher report user role (XMLP Report User) that allows users to schedule and run reports. Users with this role can also open a majority of BI Publisher report definitions in read-only mode.
  • Report developers can delete report definitions from the results grid of the report definition search page.
  • PeopleTools delivers a copy report definition page that simplifies report development by enabling report developers to copy report definitions.
  • BI Publisher for PeopleSoft now enables you to develop PDF reports that users can edit and then submit the changes to be saved in a database. The submittable PDF report functionality is available for delivered self-service reports and for customer-created reports.
  • Beginning in PeopleTools 8.55 you can change the data source of an existing report definition. When a user clicks the link the data source type and data source ID field become editable. An option to cancel data source changes is available, allowing a report developer to revert back to initial state.
  • PeopleTools enables you to include attachments from external sources with BI Publisher PDF report output. The source attachments are converted to PDF format and then merged with the main report. The report is then displayed to the end users or delivered to report manager. To convert attachments to PDF output, BI Publisher utilizes Oracle’s Outside In Technology (OIT), a product that enables the transformation and control of more than 600 file formats, including documents from office suites, specialty formats, and legacy files.
  • You can distribute reports using email to recipients that do not have PeopleSoft user profiles. This feature enables you to distribute BI Publisher reports to external users whose email addresses are stored in the database, file server, or other location.

For questions regarding your upgrade to PeopleTools 8.55, taking advantage of the new features, or help with creating your new reports and analytics, please reach out to us.

Improvements to PeopleSoft Procurement

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Marc Weintraub (Senior Director of Product Strategy for PeopleSoft) spoke with Alexa Masters (Product Strategy Director, PS Procurement) to talk about the advancement of PeopleSoft Procurement solutions in 9.2.

The three main challenges facing procurement organizations today are:

  1. Spend Creep
  2. Supplier & Contract Compliance
  3. Technology to manage the process

In this video, Alexa explains the measures that have been taken to improve the products and meet these challenges for their customers.

Alexa also addresses the importance of mobility in requisitioning. PeopleSoft, using the Fluid User Interface (FUI), offers an intuitive user experience optimized for smart phones, tablets and even use on the desktop. Using FUI makes procurement a more efficient process from requisitions to approvals and all the way to the receiving of orders.

There have also been improvements to Supplier Contracts with the addition of the Supplier Contracts Workbench as well as the Sourcing & Contract Work Center. By utilizing these new features available to 9.2, customers are able to see vast improvements in their procurement organizations by reducing risk and improving data management.

Reach out to us if you have any questions regarding the improvements to PeopleSoft Procurement or any other PeopleSoft questions.

PeopleTools Health Center Fluid User Interface (FUI)

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There has been a lot of discussion around the new functionality and features that have been delivered with FUI since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

Let’s take a look at the PeopleTools Health Center. The PeopleTools Health Center has dashboards for monitoring the health and performance load of the PeopleSoft architecture. The PeopleTools Health Center also provides alerts for performance issues and integrated logs.

Providing a FUI dashboard for the system health allows PeopleSoft Admins to easily and conveniently use their mobile device to ascertain the status of the solution. This information is vital to every organization and can now be accessed anywhere, anytime.

 

Health Center 1

Users can drill down into each of the web servers, application servers and process schedulers for more details.

Health Center 2

And users can drill down deeper into the log files.

Health Center 3

You can find the PeopleTools Health Center using the Navigator on the left side of the landing page under the PeopleTools navigation.

Health Center 4

Don’t miss out on all the latest & greatest PeopleSoft has to offer. If you would like more information on the PeopleTools Health Center please contact me at larry.zagata@miproconsulting.com.

Cloud Versus Customization

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cloud versus customization

In today’s market with a lot of conversation about clients moving their back office systems from an on-premise system to a cloud-based system, we are not hearing much about customization and the need to give up one’s customizations in order to move to the cloud. With cloud-based systems, it is a given that there is very little, if any, customization allowed. Often the most you get is the ability to “configure” the solution to your needs, allowing you to pick from the options that the vendor has given you to choose from. That essentially means that any client who is planning to move to the cloud has to be willing to use the system as it is offered, with little to no changes, in order to take advantage of the cloud benefits. To take this pre-requisite one step further, that means that clients will have to change their business processes to match the cloud-based system and the way the cloud system supports them. This can be a huge organizational change management challenge or even a business culture change for the business users who will be required to redesign their current business processes.

As a systems integrator, we are constantly recommending that companies limit their customizations as much as possible, in order to save on production support costs. The fact is that there are very few “vanilla” systems in production today. Most clients either need to customize to address unique items in their business or prefer to do some things different from the vanilla system process that is delivered, or not delivered, by the software.

The flexibility to choose customization strategically goes away when moving from on-premise to the cloud-based systems. It is important that all of the key stakeholders know this up front. Cloud solutions certainly have their advantages; however, you have to look even closer to make sure the functionality meets your business needs, as well as understand and accept the limitations. Sometimes the excitement of a new technology or solution can overshadow the drawbacks. Go in with your eyes open.

If you have any questions regarding customization versus cloud please contact Larry. He would be happy to answer any of your questions.

PeopleSoft ERP Software – 2015/2016 Best in KLAS!

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Best in KLASDid you hear the news? Oracle’s PeopleSoft ERP Software has been named 2015/2016 Best in KLAS!

The report named top performing companies based on feedback from their customers. The title of Best in KLAS is a highly coveted recognition of outstanding efforts to help healthcare professionals deliver better patient care. It is reserved for vendor solutions that lead the software and services market segments with the broadest operational and clinical impact on healthcare organizations.

So what does this mean to PeopleSoft’s healthcare customers? You made a very smart purchasing decision. But are you taking full advantage of the features and functionality? If not, let MIPRO help you. For healthcare organizations seeking new software solutions, take a look this healthcare software development company. The features and functionality have seen major innovations and Oracle remains committed to continuing investing in the product.

Whatever your challenge, you can count on MIPRO to help you. We are passionate about all things PeopleSoft.

Contact us today to see how we can help implement PeopleSoft for your healthcare organization.

Fluid Pages – Navigation Standards

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Fluid #1

One of Oracle’s primary areas of commitment and focus is to ensure PeopleSoft is mobile-device friendly and they have done this using fluid pages. Fluid pages are PeopleSoft pages that are mobile device enabled and allow for end-user self-service.  Initially Oracle began deploying fluid pages primarily for the end-user and focused on more simple self-service applications.  Many of the self-service needs are being addressed as images are rolled out.

The next step in the evolution of fluid pages is more complex transactions that are not only applicable to end-users but to power users. We have spoken often about the key requirement to create a selective adoption strategy, but the other key initiative that should be of importance to most organizations is a fluid strategy. In order to enable an effective fluid deployment, organizations must have a fluid strategy that is consistent, repeatable, and intuitive and will be readily and easily adopted with minimal training.

To help with the consistency of fluid pages, Oracle released the “Fluid Navigation Standards, Fluid User Experience” white paper in October 2015.  (The white paper is on My Oracle support and you will need your customer id and password to access it.)  It contains over 30 pages of content and covers such topics as:

  • Homepages
  • Navigation
  • Application start pages
  • Fluid and classic co-existence
  • Activity guides
  • Navigation collection
  • Related actions

The white paper is a great starting point when looking to understand fluid and its capabilities.  Remember, the tool is one aspect of fluid, but having an overall strategy that is consistent across the end user experience is just as important and a key step before designing and rolling out fluid pages.

If you would like more information on fluid, drop me a note at Sam.Sisler@miproconsulting.com.

Oracle’s Larry Ellison Talks about the Future On-Premise & Cloud

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Take 3 minutes to watch this video! Larry Ellison, Executive Chairman and CTO at Oracle, shares his thoughts on the future of on-premise and Cloud solutions. If you had any doubts about the viability of Oracle’s on-premise solutions, you won’t after these 3 minutes. Ellison starts by revealing that Oracle spends a staggering $5 billion dollars per year on R & D and that they are committed to providing improvements to their on-premise solutions; he specifically mentions both JD Edward’s products and PeopleSoft Financials. Oracle’s customers expect and deserve continued improvements to their products and Oracle is delivering. Ellison is honest and straightforward when he shares that it is in Oracle’s “selfish best interest” to continue to make improvements to their on-premise solutions because Oracle’s goal is to have customers “trust Oracle as a technology supplier.” They want customers for life.

Ellison very candidly shares that Oracle’s Cloud project has been ongoing for about 10 years and that he sees a gradual migration from on-premise solutions to Cloud over the next decade. But if & when this happens, it will be when it makes sense to each individual business so they recognize the need to offer choices to their customers.

Any questions regarding Oracle’s on-premise software, such as PeopleSoft Financials please email Larry Zagata.

 

PeopleSoft Interaction Hub – Selective Adoption

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 peoplesoft Interaction Hub

Interaction Hub is Now Using the Selective Adoption Process!

In case you are not aware, as of June of 2015, the PeopleSoft Interaction Hub is now providing updates via the selective adoption process. Customers can take advantage of selective adoption from the Interaction Hub in the same fashion as the PeopleSoft applications.

As with the applications, there are minimal requirements for both the Tools and Interaction Hub versions that customers must be live on in order to take advantage of selective adoption. In order to help customers understand the minimum requirements, Oracle has posted a white paper, “PeopleSoft Interaction Hub is Moving to Selective Adoption” on My Oracle Support. Customers can download the white paper here with your Oracle Support account information.

Also found through My Oracle Support is an Interaction Hub PUM homepage. The release schedule of images are not as frequent as the application images, but for planning purposes they are posted on the homepage. The latest release dates are as follows:

  • Image 2: February 8, 2016
  • Image 3: August 8, 2016
  • Image 4: December 19, 2016

But always be sure to check the homepage for the latest dates.

Follow these instructions to access the Interaction Hub PUM homepage: go to the PeopleSoft Update Manager home page on MOS, then select the PeopleSoft Update Image Home Pages tab, and choose the Interaction Hub Update Image Page. Remember, you will need your user name and password to enter.

If you would like any information on Interaction Hub and selective adoption, drop me a note at larry.zagata@miproconsulting.com.

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