Creating and Using PeopleSoft Homepage Pagelets
-
Upload
jimjmarion -
Category
Documents
-
view
5.919 -
download
1
description
Transcript of Creating and Using PeopleSoft Homepage Pagelets
![Page 1: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/1.jpg)
Homepage Pagelets
Simplify the PeopleSoft User Experience
![Page 2: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/2.jpg)
Me
CPA.CITP 9 years as a Programmer Analyst 4 years as a PeopleSoft developer Became a PeopleSoft Certified Developer
in 2004 Technical lead of our PeopleSoft
Financials 8.4 implementation
![Page 3: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/3.jpg)
My Company: Chelan County PUD Located along the Columbia River in the center of Located along the Columbia River in the center of
Washington stateWashington state Established by vote in 1936Established by vote in 1936 Own and operate three hydroelectric projects.Own and operate three hydroelectric projects. Produce 8.5 million megawatt hours of power, enough Produce 8.5 million megawatt hours of power, enough
to run a city of 900,000 people.to run a city of 900,000 people.
About 700 EmployeesAbout 700 Employees Over 200 Million in annual revenueOver 200 Million in annual revenue
![Page 4: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/4.jpg)
Our Implementation
Human Capital Management 8.8 CIS 8.8 Financials/Supply Chain Management 8.4 CRM 8.8 Enterprise non-PeopleSoft systems
MRO’s Maximo Maintenance Management System
![Page 5: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/5.jpg)
Agenda
What is a Pagelet? How can Pagelets help me? Where can I get one?
![Page 6: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/6.jpg)
The Problem
Can’t find functionality Too many clicks to find information
![Page 7: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/7.jpg)
A Solution: Pagelets
What is a Pagelet? Do you use Pagelets? Have you created a Pagelet?
![Page 8: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/8.jpg)
![Page 9: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/9.jpg)
Enterprise Menu
Content AreaHeader with
common navigation
Modify thecontent area
![Page 10: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/10.jpg)
![Page 11: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/11.jpg)
![Page 12: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/12.jpg)
![Page 13: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/13.jpg)
![Page 14: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/14.jpg)
![Page 15: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/15.jpg)
![Page 16: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/16.jpg)
![Page 17: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/17.jpg)
![Page 18: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/18.jpg)
What is a Pagelet?
A small PeopleSoft page Rendered within a homepage tab Can be customized by the user Can display either PeopleSoft or external
information Can display text, charts, images…
![Page 19: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/19.jpg)
How can a Pagelet help me?
A Pagelet can provide:Relevant summary informationSingle-click access to my documentsA shortcut for creating new documents
![Page 20: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/20.jpg)
Where can I get one?
2 main sources:Delivered PageletsCustom Pagelets
Custom PageletsPagelet WizardPeopleTools/Application Designer
![Page 21: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/21.jpg)
Pagelet Wizard
WizardA series of screens that walk the user through
the steps required to complete a task. Demonstration: Pre-pay audit for Cash
Advances
![Page 22: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/22.jpg)
![Page 23: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/23.jpg)
![Page 24: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/24.jpg)
![Page 25: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/25.jpg)
![Page 26: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/26.jpg)
![Page 27: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/27.jpg)
![Page 28: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/28.jpg)
![Page 29: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/29.jpg)
![Page 30: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/30.jpg)
![Page 31: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/31.jpg)
Creating Links
Gather informationContent reference name
Portal registryComponent search keys
Component search recordTarget page
Ctrl-J
![Page 32: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/32.jpg)
![Page 33: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/33.jpg)
![Page 34: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/34.jpg)
![Page 35: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/35.jpg)
![Page 36: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/36.jpg)
![Page 37: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/37.jpg)
![Page 38: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/38.jpg)
Modify XSL Template
![Page 39: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/39.jpg)
![Page 40: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/40.jpg)
Link Target
Obtain content reference namePeopleTools → Portal → Structure and
Content Find search keys Include search key values in query Specify search key values as parameters
to link target
![Page 41: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/41.jpg)
Pagelet Candidates
Actionable itemsPre-pay auditTime approval
InformationOpen enrollment notification and linkBudget variance
Anything…
![Page 42: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/42.jpg)
Pagelets with AppDesigner
SourcesPeopleSoft component IScript
Similar to standard content references
![Page 43: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/43.jpg)
Gather Information
Pagelet categoryPortal registry folder name
PeopleTools → Portal → Structure and Content Portal Objects → Pagelets
Link target informationMenuComponentPage
![Page 44: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/44.jpg)
Use 240xVar for right or left column Pagelets
Use 490xVar for center column Pagelets
![Page 45: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/45.jpg)
![Page 46: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/46.jpg)
Uncheck
![Page 47: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/47.jpg)
Uncheck
Check
![Page 48: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/48.jpg)
Check
Uncheck
Check
![Page 49: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/49.jpg)
Check
Check
Uncheck
![Page 50: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/50.jpg)
Pagelet Categories
Find or create a folderPeopleTools → Portal → Structure and
Content Portal Objects → Pagelets
![Page 51: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/51.jpg)
Folder underPortal Objects > Pagelets
Target type of Pagelet
![Page 52: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/52.jpg)
![Page 53: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/53.jpg)
Add Pagelet to Homepage
Image goes here
![Page 54: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/54.jpg)
Pagelet Requirements
Set your page size Disable most of the component’s internet
features Register it as a Homepage Pagelet type in a
folder under the Portal Objects > Pagelets folder Set additional pagelet properties Add Pagelet to a Homepage tab
![Page 55: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/55.jpg)
Design Considerations
Informational messages Bookmarkable links IScripts
Use standard CSS class namesRegister manually
Use a Grid instead of a Scroll Area for tabular data
Standard
Better
![Page 56: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/56.jpg)
Bookmarkable Links
Add an HTML Area to the page Value → Derived/Work field
Description Link text
Add component search keys to grid as hidden fields
Use RowInit PeopleCode to create links with GenerateComponentPortalURL function
![Page 57: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/57.jpg)
User Specific Pagelets
PeopleCode to skip search processingSearchInit: SetSearchDialogBehavior(0)
Use Installation as a search recordLevel 1 rowset with select PeopleCode
OPRID as key field SQL in data’s view
![Page 58: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/58.jpg)
Preference Editor
User customization
![Page 59: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/59.jpg)
Pagelet Preference Editor
![Page 60: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/60.jpg)
Preference Editor
User customization PeopleSoft Components, IScripts, or
External URLs User specific settings
Same as Pagelets
![Page 61: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/61.jpg)
Design Considerations
Provide default preferences Going Home…
Save and Cancel links
![Page 62: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/62.jpg)
How do I get back home?
Click link to return to
Homepage
![Page 63: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/63.jpg)
Design Considerations
Provide default preferences Going Home…
Save and Cancel links PeopleCode
%Response.Redirect(%Request.Get("PORTALPARAM_HPURL"));
![Page 64: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/64.jpg)
Design Considerations
Provide default preferences Going Home…
Save and Cancel links PeopleCode
%Response.Redirect(%Request.Get("PORTALPARAM_HPURL"));
Or
%Response.Redirect(GenerateHomepagePortalURL(%Portal, %Node, %HPTabName));
![Page 65: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/65.jpg)
Register Preference Edit Page
![Page 66: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/66.jpg)
Homepage2
![Page 67: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/67.jpg)
![Page 68: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/68.jpg)
Tracking Usage
SELECT A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL, COUNT(*) FROM PSPRUHTABPGLT A, PSPRSMDEFN B WHERE A.PORTAL_NAME = B.PORTAL_NAME AND A.PORTAL_OBJNAME_PGT = B.PORTAL_OBJNAME AND A.PORTAL_OBJNAME = 'DEFAULT' -- tab AND A.PORTAL_NAME = 'EMPLOYEE' -- portal GROUP BY A.PORTAL_OBJNAME_PGT, B.PORTAL_LABEL ORDER BY 3 DESC
![Page 69: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/69.jpg)
Deploying Pagelets
PushHomepage Tab > Optional Default settingPeopleCode and PortalRegistry ClassesSQL Insert/Update
PullEducate your users
![Page 70: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/70.jpg)
![Page 71: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/71.jpg)
Questions
![Page 72: Creating and Using PeopleSoft Homepage Pagelets](https://reader033.fdocuments.in/reader033/viewer/2022051515/552439834a7959c2488b4685/html5/thumbnails/72.jpg)
References PeopleBooks > … : Internet Technology >
Administering Portal Homepages and Pagelets > Managing Pagelet Attributes
PeopleBooks > … : Internet Technology > Using Portal Caching Features > Implementing Pagelet Caching
http://archive.blog.greysparling.com/2006_05_14_index.html http://jjmpsj.blogspot.com/2006/09/peoplesoft-on-oracle-whoami.html