Posts Tagged ‘peopletools 8.55’


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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

Simplified Analytics

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Have you heard? Simplified Analytics were delivered with PeopleTools 8.55! Simplified Analytics allow end users to create their own FLUID reports based on pre-defined templates. For the end users, it is designed to be intuitive and user friendly. In order for end users to leverage Simplified Analytics, developers or power users must enable the functionality by associating one or more pivot grid models (or base templates) to a component. That action will present the My Analytics option on the FLUID tile. See below.


Once enabled, end users can easily create new reports based on the templates available in these easy steps.

Step 1:Click on the + sign in the My Analytics tile. This will bring up the report creation process.


Give the analytics a name. Select the type of report from the options list. You have the option to choose a chart or not or use a simple table or pivot grid.simplified-analytics-3

Step 2: Click Next. This provides options to choose all suppliers or specific suppliers and filter out a specific set ID and/or supplier ID. It also allows the user to choose which fields will appear in the analytics. These choices all can change depending on the template setup by the developer or power user.simplified-analytics-4

Step 3: Click Next. This will bring up the report. On the left the user can filter and the details can be drilled into at the bottom.simplified-analytics-5

Step 4: Click Save and the report is available for viewing.simplified-analytics-6

Step 5: Click on the report to show the final product.simplified-analytics-7

If you would like more information on Simplified Analytics, please email me at


PeopleTools 8.55 – Fluid User Interface Enhancements

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With the release of PeopleTools 8.55, those that have upgraded have realized the value in many of the new features this version offers. There are significant enhancements in the areas of dashboards, reporting, analytics, query and the all-important update manager (all of which we will discuss in future blogs). The one area that is receiving a lot of buzz, and requests to IT departments from the user community, is in the area of the Fluid User Interface.

For those of you not familiar, Oracle describes the Fluid User Interface like this: PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater flexibility with the enhanced use of cascading style sheets. PeopleSoft application fluid pages scale from large screen devices (laptops and desktops) to the reduced viewing space of tablets and smartphones. Many commercial websites use a similar design model whereby the presentation and layout of information is adjusted dynamically to conform to the dimensions of the user’s device. The Fluid User Interface design approach gives developers just this type of control over the user experience. When a larger screen size (a screen with more “real estate”) is detected, the application content will adjust and conform accordingly to fill the space effectively. Similarly, if a smaller screen size is detected, non-essential information can be removed and the presentation of content will adjust to flow in a usable way.

New Fluid User Interface Enhancements in PeopleTools 8.55:

  • PeopleTools Portal Technology includes enhancements that support developing and delivering:
    • Fluid activity guides (guided process for building with 7 different templates)
    • Fluid dashboards
    • Fluid related content (user can view or quickly access information that supports, extends, and augments any PeopleSoft transaction)
    • Tile enhancements
      • Ability to take action from the tile itself, without going into the tile
      • Options on sizing of tiles on the dashboard
      • Display external contents inside a tile
    • Tile Wizard (browser based GUI that walks the user through the steps in creating and publishing a tile)
    • Branding enhancements (brings your branding to the Fluid User Interface)
    • Conditional navigation enhancements (render a page either in classic mode or fluid mode based on conditions and factors)
    • Homepage enhancements
      • Tiles resize based on the content they display
      • Reflect updated content elsewhere in the PeopleSoft system
      • Display external content
  • Navigation Bar is improved for use with small form factor devices. When screen width is limited, the NavBar will show only the tile list. The user can navigate from a tile in the list to the second level and make a selection, or navigate back to the tile list; but only the tile list will be displayed. This makes a fluid page and the NavBar specifically work better in touch first mode.
  • Related content can now be associated to fluid components. Related content appears as a side-page which can be pulled from the right hand side. There is also the ability to embed related content within a tile.
  • Master Detail Components (similar to PeopleSoft WorkCenters) gives developers more power and flexibility when designing pages for navigation and to assist users by bringing together commonly accessed application components within a single navigational structure. The overall master-detail component enables navigation between multiple components. The collection of components represents a collection of work typically performed by a particular role. When users tap items in the navigation pane, the target pane displays the appropriate detail content.

These are just some of the many new enhancements in PeopleTools 8.55 that will make providing a fantastic end user experience more straight-forward for your IT team and allow you to take advantage of all of the benefits PeopleSoft 9.2 offers your business.

Email us today to discuss the new enhancements in PeopleTools 8.55!

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.

Fluid Dashboards

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FLUID Dashboards

There has been a lot of discussion on new functionality and features with Fluid User Interface (FUI) that have been delivered 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

PeopleTools 8.55 introduces FLUID Dashboards, the PeopleSoft Fluid User Interface counterpart to Classic Dashboards. We have talked in a number of blogs and videos about the classic dashboards and now with PeopleTools 8.55, we have the ability to extend those dashboards to FLUID tiles allowing access to key information from mobile devices…very cool (and useful) stuff!

FLUID Homepages/Dashboards and Classic Homepages/Dashboards have many similar characteristics.
From PeopleBooks:

  • They are equivalent in function to their classic counterparts.
  • They are managed in the same manner as their classic counterparts. Whereas we arranged “pagelets” on classic dashboards, we arrange “tiles” on FLUID Dashboards.
  • Their definitions are stored in the portal registry accessed through the Structure and Content component.

Despite all of their similarities, there are some important differences between FLUID Homepages and Dashboards and their Classic counterparts:

  • FLUID Homepages can be configured as required or optional; Classic Homepages cannot.
  • For performance reasons, certain types of tiles are restricted for use on FLUID Dashboards only, and cannot be displayed on FLUID Homepages.

From PeopleBooks, the following chart identifies features/functionality available for FLUID Homepages, FLUID Dashboards, Classic Homepages and Classic Dashboards.

FLUID Dashboard

Extending Classic Dashboards to FLUID serves to continuously improve and extend upon the end-user experience and freshness of PeopleSoft to be leveraged on mobile devices. Designed properly, users can log in on their mobile devices and have key information required to make informed business decisions available at their fingertips.

If you would like additional information on FLUID Dashboards, please reach out to me at

HCM Image 15 and Tools 8.55

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Have you noticed the changes and improvements after upgrading to Tools 8.55 and the latest HCM Image release? One of the changes you will notice immediately is that access to the classic menu has been removed. This change is designed to drive the FLUID user experience. Users can enter into the Manager Self-Service, Employee Self-Service, and Workforce Administrator FLUID landing pages.

Tools 855 1

Over on the far right hand side is the NavBar button. Clicking on the NavBar will expose a number of additional navigation options including Favorites, the Classic Home menu, FLUID Home and other personalized shortcuts.

Tools 855 2

All of this navigation has a much more FLUID and mobile feel designed for mobile devices but, as mentioned, the Classic Home is still available for those longing for the old look and feel.

Tools 855 3

The FLUID navigation can be found using the Navigator button. While this was there on previous Tools versions, with 8.55 there is more emphasis on FLUID as the starting point as opposed to the classic menu.


Tools 855 4

For more information on PeopleSoft and Tools 8.55, please feel free to contact me at