Posts Tagged ‘peopletools’


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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

PeopleSoft Classic Plus To Harmonize With Fluid

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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!

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.

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.

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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.
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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

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


VIDEOS: PeopleSoft 9.2 Fluid User Interface User Experience

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As we hear increasing buzz about the PeopleSoft Fluid User Interface (which we’ve written about several times before), Oracle is doing a nice job of providing overview videos to help spread the word and allow organizations to see the new look and feel of PeopleSoft powered by version 9.2 and PeopleTools 8.54. Below are three videos that nicely explain concept to configuration to actual usage of the Fluid User Interface. If you want a quick one stop overview, a coffee and these videos go a long way.

This first clip does a nice job of introducing the user to the value of the Fluid User interface and how to use and configure or personalize it.

This second video outlines and explains the concepts behind the Fluid User Interface.

Finally, this third video provides examples for use in HCM.

PeopleTools Simplifies Internet Explorer Certifications

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A couple weeks ago, we mentioned Mark Hoernemann’s post about using the right environment components (especially browsers) for PeopleTools 8.54 rollouts. Since then, Hoernemann, responding to a bevy of questions, wrote another post about how Oracle has simplified the Internet Explorer (IE) certification process. IE is a massive mainstay in the enterprise, and this information is excellent.

We’ve made a change recently to simplify the Internet Explorer browser environment for PeopleTools. For online marketing of your videos you can checkout this blog to help you on getting high retention views. Oracle has moved to model where we will support all of the operating systems that Microsoft supports for a particular release of IE.  When the certification details are reviewed on the Certifications tab in MyOracleSupport, we will no longer call out each of the supported operating systems.

Good stuff, and this is indeed much simpler. IE and OS support levels are now tied together, which makes planning that much easier. Microsoft’s OS + IE version support statement is now Oracle’s. Smart move that eliminates fragmentation.

See Hoernemann’s post here for more details.

PeopleTools 8.54 and the Fluid User Interface

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Oracle has announced the general availability of PeopleTools 8.54. Release information can be found right here.

We’ve been following this release on the roadmap, and we’re very excited to see some of the new features available in 8.54 – specifically, the features designed to improve the user experience.  With this release PeopleSoft introduces the “Fluid User Interface” (which we’ve written about before) that includes:

  • Fluid Homepages
  • Tiles
  • Notification Framework
  • PeopleSoft Navigation Bar

From the release notes:

“The fluid homepage brings together information that will assist a user in understanding what’s happening and what needs their attention, while providing an easy way for the user to navigate to key parts of the PeopleSoft system.”


“Fluid homepages use a new navigational structure: the tile. Tiles, also called grouplets, provide a discrete view to a segment of the PeopleSoft application. It is a structure on the homepage that will help the user navigate to a fluid page (or even a classic page), but the tile also can provide valuable information in its own right. Designed to be more than a button on a homepage, the tile leverages the ability to display dynamic content from PeopleSoft, including visual content from PeopleSoft Pivot Grids, or other information sources. A tile on a fluid homepage can be compared to a pagelet on a classic homepage.”

Below is an example from the release notes of what an HCM Manager Self Service Fluid Homepage looks like:

manager ss


We’ve been working with this and kicking the tires in 8.54, and Fluid User Interfaces are something every customer should get their heads around. The technology is downright excellent.

VIDEO: PeopleSoft Talk: Mobility, Featuring David Bain

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Oracle’s Marc Weintraub sits down with David Bain, Director of PeopleTools Product Management to talk about mobility, which is the mobile-centric features and upcoming direction in this area for PeopleSoft. Suffice to say that PeopleSoft is taking the mobile platform issue very seriously. This also ties in with what we wrote earlier about PeopleSoft Fluid User Interfaces.

Mobile is the future, and it’s also here now. There is not much argument about that. There is some argument about what doing mobile right looks like. Oracle is on the good side of that argument.

VIDEO: The Power of PeopleTools

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We’ve posted a lot about PeopleTools, but we still get questions about its high-level value to organizations as well as PeopleTools’ future direction. Here we have Marc Weintraub (PeopleSoft Product Strategy) interviewing Jeff Robbins (Sr. Director, PeopleSoft Development) about everything PeopleTools entails, and it’s great. Worth your time if you use or are expanding your PeopleSoft development efforts.