PeopleSoft Technology Blog

Subscribe to PeopleSoft Technology Blog feed
PeopleSoft Technology
Updated: 7 hours 48 min ago

We're Moving! (This Blog)

Thu, 2017-04-13 18:15
This blog will be moving to a new platform on April 17th.  There may be a short period of time during the migration when the blog content is not available, but we'll be back up soon.  The new blog platform provides a more contemporary user experience, and it's responsive, so you will be able to read and interact with it easily on different form factors.   All the existing posts will be migrated and will be available on the new platform. You'll be able to find the blog in the same location.

Come See Us at the Collaborate Conference

Fri, 2017-03-24 12:06

The Collaborate conference, hosted by a consortium of Oracle user groups (Quest, IOUG and OAUG), is being held April 2-6 in Las Vegas, NV.  This conference covers a broad spectrum of Oracle applications and technology, and PeopleSoft is well represented.  Quest has a web page focused on PeopleSoft at Collaborate that you will find useful.  It will help in planning for your PeopleSoft-related activities.  It highlights keynotes, important sessions and topics, educational opportunities, and workshops.  In short, it's a great tool for planning your complete conference agenda.

As the name of the conference implies, this is a great opportunity to collaborate with Oracle staff, fellow PeopleSoft customers, and partners.  You can also see PeopleSoft at the Oracle demo pods while visiting the Exhibit floor.

The PeopleTools and PeopleSoft Technology area is offering many interesting and valuable sessions.  Here are some topics/sessions you should consider:


  • PeopleSoft Technology Road Map
  • PeopleTools Panel Discussion
  • Transitioning to Elasticsearch with PeopleSoft


  • Deploying PeopleSoft in the Oracle Cloud
  • PeopleSoft Cloud Architecture and Cloud Manager

User Interface

  • Adopting the PeopleSoft Fluid User Interface
  • Simplified Analytics
  • Page Composer/Approvals


  • PeopleSoft Security in the Cloud

This is just a sampling.  There are many wonderful sessions being offered by customers, partners, and the PeopleSoft applications teams.  Again, check  and learn about everything PeopleSoft at the Collaborate conference. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4

Spotlight Series Video on Elasticsearch and PeopleSoft

Fri, 2017-02-24 09:58

We've just posted a new Spotlight Series video on using Elasticsearch with PeopleSoft.  This video is the first in a series, and covers the following topics:

  • What is Elasticsearch and why did PeopleSoft move to it for our search engine?
  • What releases of PeopleTools and PeopleSoft applications are needed to deploy Elasticsearch?
  • How do customers obtain it?  Are there any licensing implications?
  • What are the advantages of Elasticsearch?

I addition to these points, the main purpose of the video is to provide an overview of the process for deploying Elasticsearch with your PeopleSoft environments.  We cover the overall process, and describe the scenarios that may apply to your enterprise.

We will be releasing additional videos on Elasticsearch with PeopleSoft in short order.  These videos will cover the following topics in greater detail:

  • Transitioning to Elasticsearch from Oracle's Secure Enterprise Search
  • Initial installation of Elasticsearch
  • Administration and maintenance of Elasticsearch

All these videos will be posted on the PeopleSoft YouTube channel.

PeopleTools Idea Pages

Tue, 2017-02-21 16:26

We're doing a lot to enhance PeopleTools, and we have many avenues for gathering requirements: focus groups, conferences, research, advisory boards, and so on.  One area that we would like to promote particularly is the PeopleSoft Idea pages.  There is an idea page for PeopleTools specifically.  We are monitoring these pages regularly, so if you have suggestions for enhancements regardless of size or complexity, please feel free to submit them here.  This is your chance to guide us in the direction of PeopleSoft technology.  In addition to submitting your own ideas, you can vote on the suggestions of others to give them more weight.  Take a look at these pages and submit your ideas and suggestions.  This area is really for ideas about any area of PeopleSoft technology, so if you have ideas about areas beyond PeopleTools--like Enterprise Components or the Interaction Hub, you can submit them here as well.

PeopleSoft Cloud Manager - Now Available

Wed, 2017-02-15 16:17
Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4

We’ve been talking about running PeopleSoft Applications on the Oracle Compute Cloud ever since the release of PeopleTools 8.55.  In release 8.55, we changed the way PeopleSoft is packaged and installed, using automated scripts for deployment and configuration. We call that the PeopleSoft Cloud Architecture.  Today, we make it even easier by automating processes like moving on premise environments to the cloud, provisioning of environments, defining topologies, cloning environments and maintaining application instances.  You could do these manually but that takes a lot of time and resources.  Now they are all automated by PeopleSoft Cloud Manager.

What are the basics?

This is not PeopleSoft running as a SaaS application.  There, got that out of the way.  This is you, moving your PeopleSoft Application from on premise to the Oracle Compute Cloud Service (also referred to as Oracle’s Infrastructure as a Service (IaaS)).  You move the database, application tier, web tier, app sources, tools source, everything that makes up a PeopleSoft application and place it in the cloud.  You can do this for any of your instances, demo, dev, test, training, regression, sandbox, conference room pilot, and even production. Take it one step further, and you can put your database on the Database Cloud Service and let Oracle manage patching the database for you.  This is your application with your configurations, your customizations, your security profiles, and your data, and it’s running on the Oracle Cloud.  

PeopleSoft Cloud Manager

PeopleSoft Cloud Manager helps you run PeopleSoft Applications on the Oracle Compute Cloud.  You’ll find it on the Oracle Marketplace and it’s free of charge.  Just load it on to your Oracle Compute Cloud and start running. First thing you’ll want to do is get an environment.  That’s what Lift and Shift is for.  'Lift and Shift' packages up your on premise environment and copies it to the Cloud.  Once there, define a topology to identify all the resources your application will use, and automatically deploy it.  From on premise to the cloud, fully automated, in a very short time. You don’t have to move all your PeopleSoft environments to the cloud.  Think of this as an extension of your data center.

Once you’ve got PeopleSoft Applications running on the Cloud, PeopleSoft Cloud Manager gives you a great collection of utilities and administrative features to manage them.  You can start and stop them (of course!).  If you don’t want one anymore, you can delete it.  If you want another copy of an environment, you can clone it.  And of course, none of this is worthwhile unless you can maintain them.  Simply subscribe to application and tools changes, and anytime PeopleSoft publishes a changed (PRP, PUM image, PeopleTools patch, PeopleTools release), it is automatically copied to your Cloud File Repository and ready to be applied.  No more poking around My Oracle Support waiting for changes to be posted!

If you’ve been thinking about moving some of your PeopleSoft operations to the cloud, you’ll want more information about Cloud Manager.  Of course, all of that can be found on the PeopleSoft Information Portal.  For more information about using the Oracle Compute Cloud and Database Cloud Services, talk to your Oracle Technology Sales Representative.

/* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman",serif;}

Interaction Hub Image 3 Now Available

Wed, 2017-02-15 12:29

The latest image (Image 3) of the Interaction Hub is now available on My Oracle Support--PeopleSoft Update Manager Home Page.  To get the image, go to the PeopleSoft Update Images tab, then choose the Interaction Hub Update Images page.

This image contains a couple of beneficial features:

  • Uptake of Elasticsearch    Elasticsearch is the new search engine used with PeopleSoft.  It provides many benefits over previous implementations of search technology.  When Search is used with the Interaction Hub, you can have federated searching across all PeopleSoft applications including the Hub.  This means that when you run a search, you can retrieve results from all content sources.  Learn more about Elasticsearch with PeopleSoft from our Key Concepts page on Search.
  • Fluid Related Information for Content Management    This is functionally similar to Classic content management in Related Content.  There are three main aspects to this feature:  1) It enables users view all sorts of content from conventional articles, to videos or documents.  2) It provides a setup page for administrators to assign or update content, including context-specific content.  3) Enables administrators with extra privileges to create or update content management assignments, specify a role that can serve as content administrator, mark content as context sensitive, and turn on or off online content update capability. 

    Such managed content can be included in the Related Information from or in a page as embedded Related Information.  See PeopleBooks guidance on Related Information.
Information on features coming in future images will soon be posted on the Interaction Hub page on

PeopleSoft at Collaborate 2017

Wed, 2017-01-11 19:08

We have a nice slate of sessions planned for the Collaborate conference, which takes place from April 2nd-6th in Las Vegas.  This valuable conference is hosted by Quest, the Oracle user group.  Quest has posted a  PeopleSoft page for the conference, so if you are focused on PeopleSoft, this makes it easier to review the content and choose your agenda. Registration is open now, and you can save by registering before February 16th.

The PeopleTools team will provide several sessions focused on our three main subjects:

  • Fluid User Interface
  • Life-cycle, including Selective Adoption and PeopleSoft Test Framework
  • Cloud deployment for PeopleSoft

We'll also be covering important subjects like security, Elasticsearch, and platforms, and we'll also be doing the ever-popular PeopleTools panel session, where you have the opportunity to ask us any questions you want regarding PeopleSoft Technology.

Of course our applications teams, partners, and customers are presenting many interesting sessions too.  Visit the PeopleSoft page for the conference and go to the Key Topics section.  This makes it easy to discover sessions by topic and focus your selections on the subjects of interest to you. 

Hope to see you there!

Useful Guidelines for Designing and Developing in Fluid

Mon, 2016-10-31 19:45

So you've started adopting PeopleSoft's Fluid User Interface to provide a better experience and mobility for your user communities.  Great!  For those of you that are taking an extra step and are doing some of your own development in Fluid, we offer some guidelines to help with your development efforts.  These docs will help you create home pages, components, and navigation flows that are consistent with those delivered by PeopleSoft's application development teams. 

There is a compendium article on My Oracle Support that provides links to several useful guides:  FLUID UI: PeopleSoft Fluid User Interface Supplemental Documentation (Doc ID 1909955.1)

Here are some of the guides you'll find on this page:

  • Cascading Style Sheet Guide for PeopleSoft Fluid:  Contains descriptions of delivered CSS styles. Using this information will be helpful for creating custom fluid applications as well as extending current CSS features delivered in your PeopleSoft applications.
  • Pivot Grid Security:  Provides information about security for Real-time Component Search in the PeopleSoft Fluid User Interface mode.
  • PeopleSoft Fluid User Interface Programming Fundamentals:  Covers advanced topics related to creating fluid applications.
  • Converting Classic Components to PeopleSoft Fluid User Interface:  Provides descriptions of the steps involved in a sample scenario of converting a classic page to a fluid page, helping to illustrate the concepts of fluid development.
  • Fluid User Interface and Navigation Standards:  A set of guidelines and standards for applying the recommended techniques of fluid application development.

In addition, there is a great Fluid User Interface Design Standards document available here.

If you want to insure that your applications perform optimally, check out this red paper on performance for Fluid.

Of course there is a lot of good information in PeopleBooks too, but these resources go further.

Page Composer for PeopleSoft Fluid Approvals

Wed, 2016-10-26 13:36

There is a new technology available from PeopleSoft that makes it very easy to configure Fluid Appovals. It’s called Enterprise Common Components Page Composer or often referred to as just Page Composer. With Page Composer, administrators can modify the contents, layout and format of Fluid Approval Pages without having to customize the underlying PeopleTools managed objects (pages and records).

Fluid Approvals are often one of the first product areas that many of you distribute to users to use on mobile devices. They are also an area of the product that each organization likes to tweak to meet their needs. Previous versions of mobile-ready approvals were built with IScripts and Mobile Application Platform (MAP), so customizing the UI was difficult and required developers. Now with Page Composer, changes are made using a simple drag-drop UI that doesn’t require complex programming.

The beauty of the Page Composer architecture makes it so that no PeopleSoft page is modified or customized, and the changes take effect immediately.  That means the change does not need to be managed when updating underlying PeopleSoft objects and code.  In Fluid Approvals, each approval type and device size has its own composition (page layout) providing full flexibility to customers when deciding what data to display.

It’s important to point out that in order to use Page Composer, you must use the new Fluid Approvals that are built for use with Page Composer.  Application teams will make the first set of approvals available in the following PeopleSoft Update Images, FSCM image 20, HCM image 20, CRM image 12 and ELM image 15. It’s also important to mention that Page Composer only supports Fluid Approvals and is not something that can be used with any Fluid page. We’ll let you know if that changes.

You can read more about Page Composer in the Tech Update found on MOS Note 764222.1.

Elasticsearch for PeopleSoft Now Available!

Fri, 2016-10-21 13:05

We’ve been announcing for some time that Elasticsearch would be available for PeopleSoft, and that day has come!  Customers can now download a DPK from My Oracle Support and install and configure Elasticsearch for their PeopleSoft systems.  Elasticsearch is available for the PeopleTools 8.55.11 patch, and customers must be on PeopleTools 8.55.11 or higher to use Elasticsearch.  You can get the DPK from the PeopleTools Maintenance Page on MOS.  Elasticsearch DPKs are available for Linux and Windows.

There is also documentation to help with installation, deployment, and maintenance.  Visit the Elasticsearch Documentation Home Page on My Oracle Support.  If you are currently using Secure Enterprise Search (SES), we cover how to transition from SES to Elasticsearch.  If you are not using SES, we cover how to do a fresh install of Elasticsearch.  In the near future we will provide additional resources including Oracle University Training, a Spotlight Series video, and more.  Our Cumulative Feature Overview tool has been updated with Elasticsearch content.

All of our testing indicates that Elasticsearch will be significantly easier to install and maintain and will perform much better than SES both for indexing and results retrieval.  With this big improvement, we hope customers will take advantage of Elasticsearch and make searching an important part of their user experience.  Search can be especially valuable with the Fluid User Experience because the Fluid header—which includes the Search widget—is always available, so users will be able to initiate a search from any context and at any point of their process.

Note that Oracle Secure Enterprise Search (SES) will be supported until April 30, 2018, eighteen months after Elasticsearch is delivered in PeopleTools 8.55.11.

Come See Us at Open World

Thu, 2016-09-08 11:41

Oracle's Open World conference is just around the corner (September 18-22).  PeopleSoft always has a significant presence at Open World, and this year we have lots of great sessions and exciting new things to announce.  If you are interested in PeopleSoft technology and how PeopleTools and related technology can provide value to your PeopleSoft ecosystem, consider attending some of these sessions. 

Our general sessions and keynotes are popular every year.  This year, Paco Aubrejuan PeopleSoft's Senior Vice President will give you an overview of all things PeopleSoft including how you can deploy PeopleSoft in the Cloud to achieve cost savings and business agility, while preserving your investment in PeopleSoft.  Jeff Robbins will once again be presenting the PeopleSoft Technology Roadmap, where you can learn how we increase the value of PeopleSoft applications with important technology innovations.  With all the talk about the Cloud these days, customers may not know about their options with PeopleSoft in the cloud.  To address that, we have several sessions dedicated to learning about PeopleSoft Cloud deployment.  Jeff Robbins will teach you how to use Oracle Cloud to efficiently manage Oracle’s PeopleSoft infrastructure. Whether it is development, test, training, demo, or production environments.  Biju Narayanan and Mark Hoernemann will tell you about the PeopleSoft Cloud Architecture and Deployment Framework as well as PeopleSoft’s upcoming Cloud Manager.  This new application can help customers and partners achieve higher service levels and greater automation in managing their PeopleSoft environments deployed to the Oracle Cloud.  Ravi Shankar will inform attendees about Oracle Managed Cloud Services and how they can help you manage Oracle’s PeopleSoft applications deployed on Oracle Cloud.  Mark Hoernemann will present the Platform and Infrastructure Overview, which provides the information you need to plan your PeopleSoft environments. 

Learn all about PeopleSoft's Fluid User Interface in several OpenWorld sessions.  Dave Bain will cover how to extend your Fluid applications.  Dave will also present with a customer who has deployed Oracle Fluid User Interface. You will learn about the customer’s experiences and discover what to do to prepare, deploy, and deliver PeopleSoft Fluid–based applications.  Matthew Haavisto and Pramod Agrawal will show you some simple configuration techniques that can enrich the Fluid content delivered by our Applications teams.  You will also hear from several of our customers, who will relate their experiences adopting Fluid.  Matthew and Ramasimha Rangaraju will also talk about PeopleSoft's move to use Elastic Search.  With Search becoming such an important part of the user experience, learn what the transition to Elastic means for you.

Security is always an important topic.  Greg Kelly will describe how to secure your PeopleSoft environments when deployed in the Cloud. In Greg's session you'll find out how to achieve the same levels of security and governance as you do on premise. Greg will also show you how to take advantage of the latest PeopleTools security features to protect against both internal and external threats to your systems and data. 

PeopleSoft has made some important advancements in Reporting and Analytics.  Matthew Haavisto and Jody Schnell offer a roadmap on PeopleSoft's rich set of tools for reporting and analytics, which are focused on enabling the end user to be more productive than ever. 

With so many new things happening in PeopleSoft, how does one learn about them after Open World?  In a live PeopleSoft Talk session, Greg Parikh discusses the many information sources Oracle offers for PeopleSoft, from videos and planning tools to concept portal pages and blogs. You will understand what resources exist, where to find them, and what to use them for.

Customers and Partners are also presenting many important and interesting sessions.  They cover everything from Selective Adoption and PeopleSoft's new life-cycle and delivery model, successful adoption of the Fluid UI, rapid deployment in the Cloud. 

We're offering several panel sessions featuring customers, partners, and Oracle staff.  In these lively sessions we'll also be talking about Selective Adoption and the new life-cycle, Cloud deployment, and adopting PeopleSoft's Fluid UI. 

For detailed information on all these sessions and many more--including the dates, times, and locations--see our Focus on PeopleSoft page located here.

Another Update on PeopleSoft's Plans for Elasticsearch

Thu, 2016-09-01 15:43

In an earlier post, we indicated that Elasticsearch would be available in the 8.55.10 of PeopleTools.  Instead, it will not be available with this specific PeopleTools patch. We are working on completing release requirements and we will update the exact 8.55 patch number when we make Elasticsearch generally available for PeopleSoft.  As mentioned previously, Elasticsearch will be the only Search engine supported in PeopleTools 8.56.

For those using SES and Verity...

  • SES: We plan to support SES in PeopleTools 8.55 for 18 months after Elasticsearch is generally available.
  • Verity: We plan to support Verity for our 9.1 application releases through September 2018. Note that Verity will not be supported in 8.56, which means that if customers wish to use Verity, they will need to stay on 8.55. Our agreement with Verity ends in September 2017 but we will do our best to support customers through the support policy of the 9.1 applications.

For those attending Oracle Open World this September, we offer a session on Elasticsearch that you should find interesting and informative. In the presentation, we will describe all the benefits of Elasticsearch integration for PeopleSoft including its ease of deployment, transition, and operations. Here are the session logistics:

Session ID: CON7066
Session Title: Getting the Most Out of PeopleSoft: Transitioning to Elasticsearch 
Room: Moscone West—2004
Date and Time: 09/21/16, 12:15:00 PM - 01:00:00 PM

Sample PTF Scripts

Tue, 2016-08-30 14:57

There is a great new feature in the latest HCM and FSCM images. PeopleSoft now delivers sample PeopleSoft Test Framework (PTF) Scripts. This is a feature that many have asked for a long time, and we’re happy to make these available.

The sample scripts will be very useful. They are nice to see what PTF test scripts are and learn some of the capabilities of PTF. You'll also use them to see some suggested techniques and best practices for automating your PeopleSoft Application testing. If you’re just getting started with PTF you can see how it works, and if you’re a seasoned pro, check out some of the testing methods. Automated testing is so important with Selective Adoption, now there are samples available to help you get started.

The scripts are available with FSCM Image 20 and HCM Image 19. The scripts for FSCM Image 20 are downloadable from MyOracleSupport (MOS). In future images, they will be included directly in the image.

You can find more information about the sample PTF scripts on MOS in document 2167721.1. Happy testing!

Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;}

Enrich Your Fluid Applications with Third-Party Integrations

Tue, 2016-07-12 14:04

Content provided by Balaji Pattabhiraman

PeopleSoft applications teams are delivering lots of great content in their images for the Fluid User experience. In addition, though, there are many things customers can do to enhance their applications to meet unique requirements. This post is the next in a series of capabilities that PeopleTools provides.

In this post we'll cover how to invoke javascript APIs to integrate third party elements within PeopleSoft Fluid pages. In this example, we're calling a google maps API for Resource location. PeopleTools 8.54 (and higher) provides the ability to create responsive Fluid components. In addition to making the layout responsive, PeopleTools provides developers with mechanisms to run any javascript API (your own or third party) within your PeopleSoft application.

We'll cover the following in this example:

  • Build a sample fluid application with two panel layout. The left panel loads a set of projects along with details such as the number of resources. The right panel loads the map.
  • Set a default so the user sees the map centered to the user's current location using HTML5 Geolocation. Resources nearby their current location are plotted on the map.
  • Selecting a Project on the left panel updates the map and indicates where resources are located.
  • Searching for a location (using the google places lookup API) centers the map to the selected location and shows the resources near the location in the map.

Note that this blog does not get into the details of the Google Maps or Places JavaScript API. Neither does Oracle PeopleSoft certify usage of Google maps. This is a technology demonstration on how to integrate PeopleSoft with third party JavaScript APIs. Please read the following on Custom JavaScript Guidelines.

First let’s look at the completed application and how it behaves for users, then we’ll show how you build a page to work like this.

Below is a PeopleSoft page.  When the page loads, the HTML5 geo location pops up asking for permission to use the user’s current location.  (If this is not granted, the map will center on the resource of the first project.)

Select Allow so that the map is centered based on the user's current location and the resources nearest that location.

Click on the caret tab to expand the left panel.  This shows us a list of projects.

In this scenario, we’ve selected the Implementation Project.  Notice that this project has 21 resources. The map now shows the resources by locations (using markers).

Clicking a marker (flag) shows the resource details.  In this case, we click on the Flag located on San Jose, CA, which shows us the 13 resources located at that location.

Normal 0 false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;}

You can also search for resources at a different location using the Location box. This will use the Place Finder to suggest locations as you type. Here we’ve entered Tokyo, Japan. This loads the map centered on that location and the resources available nearest to the location.

In this example, the resource isn’t exactly geographically close!

So how did we achieve this?  The following are the high-level steps used to build this.

In App Designer, create a two panel layout using the delivered layout page PSL_TWOPANEL.  (Note that we provide many Fluid page templates in App Designer.)

This creates a default two panel layout page, where you can place your page fields.  Remember, in Fluid, designing a page no longer uses a WYSIWYG page design.  Instead, you have a series of group boxes into which you place your page elements.  The style sheets will take care of placement on the displayed screen.

Next we place the required fields on the page.  There are three main sections to consider:   1) A group box that will be the map field (named Map Canvas in the screen below)  2) A list grid that will hold the Project list, which is inside the subpage PC_MAP_PRJ_SBF, and 3) The section on top of the map (named PC_MAP_PNLHDR_SBF) that contains fields like the location.  We include them on the page illustrated below.  This example is available in a delivered Financials application (although it uses Oracle maps instead of Google maps).

Next we add the PeopleCode to load the list of project/resources and update the left panel with those details (list grid rows). The APIs to populate the grid rowset is as same as in Classic PeopleSoft, so we will skip those details in this blog.  In addition we can specify style classes to the page fields using the Fluid tab (Default Style Name) section on the form fields. These style classes can be delivered out of the box, or you can create your style sheet and include them for your page using the AddStyleSheet API in component post build. 

Now we get to the interesting part of populating the map.  First we define the JavaScript in an HTML file that will load the map initially or upon user action. You can write any JavaScript function routines.  You can look at example on google map JavaScript API doc here. These methods are defined in the HTML object PC_MAP_JS.  Here the method pc_loadMap is responsible for doing geo location, populating the map, enabling the places API and also calling the routine to set the markers.

The following lines enable the page's Location edit box (with page field name PACINPUT) as control for google places API input:

var input = document.getElementById('PACINPUT');
var searchBox = new google.maps.places.SearchBox(input);

The following lines associate the page's map canvas as the section for map. Initially, the map is centered by current location:

navigator.geolocation.getCurrentPosition(function(position) { posGeo = { lat: position.coords.latitude, lng: position.coords.longitude };
var map = new google.maps.Map(document.getElementById('%formnamedivPC_MAP_NUI_WRK2_MAP_CANVAS'), {
center: posGeo,
zoom: 10,
mapTypeId: google.maps.MapTypeId.ROADMAP

The following lines of code add the markers by looping through the resource details for a given project. The details are read from the database and stored in a page field in the component PeopleCode. It is read here in JavaScript to populate the markers:

for (var i = 0; i < gdata_PC_MAP_DATA_DVW$0.length; i++) {
var data = window.gdata_PC_MAP_DATA_DVW$0[i];
var marker = new google.maps.Marker({ position: {lat: parseFloat(resource[1]), lng: parseFloat(resource[2])}, map: map, icon: image, shape: shape, title: resource[5] });

The lines below associate the  event when you do a click a marker on the map to open the PeopleSoft modal page to display data. The openResourceInfoWindow will do a form submit (submitAction_%formname) to invoke the PeopleCode back from JavaScript to open the modal:

marker.addListener('click', function() {
     openResourceInfoWindow(marker, data[3],data[4], "M");
//Update the map and set the zoom level after adding the markers

Now include the Style Sheet (if you have custom style classes applied on the page fields) and the JavaScript (we just defined) to be used for the component.

Now call the JavaScript function using AddOnLoadScript when the user selects a project on the left panel as part of the field change PeopleCode. (You can call JavaScript from PeopleCode events in fluid!).  This will reload the map.

You off and running!

Using Elasticsearch with PeopleSoft

Thu, 2016-06-23 13:00

We reported in April that PeopleSoft is planning to offer Elasticsearch as an option.  Our original plan was to make Elasticsearch available with the first generally available release of PeopleTools 8.56.  We have since revised that plan.  We now plan to make Elasticsearch available with PeopleTools 8.55/Patch 10.  This will enable us to offer Elastic as an option a bit sooner.

Oracle-PeopleSoft will continue to support Oracle's Secure Enterprise Search (SES) with PeopleSoft through the support of PeopleTools 8.54 at a minimum.  We are evaluating whether to extend that support, and we'll announce further support plans in the near future.  It's important for customers to know that if they have deployed SES, they will be supported for some time until they make the transition to Elastic.  Elasticsearch will be the only option offered in PeopleTools 8.56.

As described in the original announcement, we plan to provide guidance on migration from SES to Elastic as well as deployment guidance to help with peformance tuning, load balancing and failover.  We are also planning to produce training for Elastic with PeopleSoft.  We are also presenting a session at Oracle Open World on Elasticsearch with PeopleSoft.  We want to make the move to Elasticsearch as quick and easy as possible for our customers.  Based on customer feedback, we believe Elastic will be embraced by PeopleSoft customers, and it will provide significant benefits.

Automated Configuration Management in PeopleSoft

Tue, 2016-06-07 18:50

Content Contributed by Biju Narayanan

This post is the first in a series on Configuration Management

Configuration the Old Way

PeopleSoft system administrators have generally spent a good deal of time on manual, repetitive tasks while setting up and configuring their PeopleSoft system.  When you set up a new PeopleSoft demo environment or upgrade/clone environments, considerable effort is spent on configuration-related activities. This often involves going through hundreds of user interface pages to manually configure functional components like Integration Broker, Secure Enterprise Search, Process Scheduler, and so on.  Testing for correctness is also required. If you cloned or made copies of systems configurations, they needed to be redone. Host name entries are spread within many configurations from webserver to appserver tiers and in many objects within databases, which adds to the challenge.

What We've Done to Improve the Process

With PeopleSoft 8.55, configuration is centralized with the Cloud Deployment Architecture (CDA).  Deployment Packages (DPK) are a new delivery mechanism provided with PeopleTools 8.55 (for use with Linux and Windows operating systems). Deployment Packages contain all the software created by PeopleSoft as well as the required components pre-installed and fully patched, along with a deployment and configuration automation system. In addition, all Update Images delivered after 8.55 will also take advantage of the Deployment Framework, and will be comprised of Deployment Packages.  DPKs have three parts:

  • Binaries based on platform: Middleware binaries for Application Server runtime Tuxedo, WebServers - Weblogic, PeopleSoft binaries (PS_HOME), database, Client binaries, etc.
  • Puppet-based automation for installation and deployment of middleware - The PeopleSoft Puppet modules provide automation for setting up the middle ware, deployment of PeopleTools binaries and configuration of Application server and WebServer domains.  (For detailed information on Puppet see, and
  • ACM - Automated Configuration Manager to configure PeopleSoft components like Integration Broker, Secure Search, Process Scheduler etc.

With DPKs configuration is centralized in Pupprt configuration files, and can be customized by overriding configuration attributes in psft.customizations.yaml. 

Automating PeopleSoft Configuration Using ACM

Automated Configuration Manager (ACM) is a tool set available beginning with PeopleTools 8.54.  It is used to automate PeopleTools product configuration. ACM allows you to externalize product configuration as a template and then use the template to automate configurations across systems. ACM comes with graphical user interfaces,  command-line tools, and a suite of configuration plugins that help administrators configure the base PeopleSoft components.

Peopletools 8.55 delivers the following predefined templates that you can start with.

The other functional plugins include the following:

  • Integration Broker
    • Rename local node, purge messages
    • Configure default local node, set target location, configure content/portal URI
    • Configure gateway URL, load gateway connectors, configure nodes in the gateway
    • Set advanced gateway properties like keystore password, proxy/non proxy information
    • Activate IB Domains and Queues
    • Cleanup
  • Secure Enterprise Search
    • Configure Search Instance
    • Configure Identity plugin and proxy login
    • Deploy/Undeploy, Index search definitions
    • Cleanup Meta-data
  • Process Scheduler
    • Report Node configurations
    • Server Definition configuration
  • Cluster
    • Network Node Registration
    • Single Sign-On configuration
    • Unified Navigation configuration, creation of remote folders
    • Import SES search indexes to Portal environment
  • Approvals
    • Enable SSL configuration for MAP layouts
    • MAP approval Svc Install configuration
    • Introspection and Deployment of IB services
  • Miscellaneous Utilities
    • Performance Monitor Configurations
    • Grant PTF roles to users
    • Setting URL identifiers, url properties and its values
    • Web Profile related configurations
Working with ACM

An administrator typically performs the following process to develop a configuration automation template. The template contains configuration units, and the sequence and dependencies in which the configuration has to be automated. After the template is developed, it is tested and used as a base version to automate other environments.

Pre-Requisites for Executing ACM
  1. User should have "ACM Administrator" Role:  Navigate to Main Menu > PeopleTools > Security > User Profiles > User Profiles, then add the "ACM Administrator" role for the corresponding user.
  2. The newly created Template should have sufficient privilege: Navigate to Main Menu > PeopleTools > Security > Permissions and Roles > Permission Lists, then choose permission list "PTPT4800", then add the newly created template to the list present in the "ACM Templates" tab.
The Process
  1. Design a Template: Automate functional units of configuration. You can group configuration plugins, set configuration attributes and sequence then to automate functional parts. This can be done from PeopleTools > Automation Configuration Manager > Templates

  2. Execute the Template: The template can be executed interactively in three ways:
    1. Interactive: Navigate to: Peopletools > Automation Configuration Manager > Templates
    2. Command line: Administrators generally prefers to automate configurations by running scripts. This is the recommended method for automating configurations.

    3. DPK Puppet: Set the configuration in Puppet modules prior running the deployment scripts. You can specify your entire configuration in the "/etc/puppet/data/psft_configuration.yaml" file, before running the DPK automation process. The code block below shows how to set IB Configuration in your deployment configuration.

    run_control_id: intbroker
    os_user: '%{hiera(''domain_user'')}'
    db_settings: {
      db_name: '%{hiera(''db_name'')}',
      db_type: '%{hiera(''db_platform'')}',
      db_connect_id: '%{hiera(''db_connect_id'')}',
      db_connect_pwd: '%{hiera(''db_connect_pwd'')}'
      PTIBRenameNode: {
        env.default_local_node: '%{hiera(''gateway_node_name'')}',
        env.app_msg_purge_all_dms: true
      PTIBConfigureDBNode: {
        env.pia_webserver_host: '%{::fqdn}',
        env.pia_webserver_port: '%{hiera(''pia_http_port'')}',
        env.pia_webserver_ssl_port: '%{hiera(''pia_https_port'')}',
        env.pia_site_name: '%{hiera(''pia_site_name'')}',

   4.  Test and Debug: After the execution you can monitor and debug the execution by  navigating to PeopleTools>Automation Configuration Manager>Monitor

After you generate a working version of the template, you can keep it as a configuration baseline and use it to clone configurations across multiple environments.  The template is the source of truth for configuration, and ACM allows you to re-run the configuration any number of times.

Analytics in Search

Mon, 2016-05-23 13:06

Content contributed by Balaji Pattabhiraman

In two recent posts (creating simplified analytics--user perspective and creating analytic home pages), we’ve described some of the capabilities of Simplified Analytics.  In this post, we’ll examine how analytics and charting can be used to enhance search. 

Searching is an important part of the PeopleSoft UI, and we are continually improving it.  For example, we included related actions in search pages, enabling users to act on data directly from the search results without even having to navigate to transactions.  We also included commercial search features like facets and filtering to focus result sets.  Following that, we provided search in the Fluid UI, making search easier to use across form factors, including phones and tablets.

Now as part of Fluid Component Search, we have enabled analytics which helps users visualize and understand their results better, so they can act on those results more effectively.  Let’s examine what that looks like and how to enable it.

Analytics on a Search Page

First, recall what a classic component search page looked like.

It’s useful, but not as powerful as it could be.  As of PeopleTools 8.54 and higher we have transformed the search experience for all Fluid Components. 

Here is an example of a Contracts search.  In this example, the user can look at the Gross Contract Amount by Supplier in addition to searching for the contract.  Notice how the search page is transformed in Fluid. The left panel provides filters to narrow the results or initiate a new search. Here we have some Administrator and Contract Style filters applied. You can select a row of detail to open the page for that contract detail after narrowing the search. In this case, Gross Amount by Supplier Name.  Applying a filter will update the analytics as well as updating the search result grid because the analytics reflect live data.

Analytic charts are available for this page, so the user switches on the chart slider in the upper right of the page.

Here is the same search result page with the analytic turned on.

The charts are interactive like any Fluid Pivot Grid.  This means that you can select any data point and drill down using related actions.  Here we view the details by another field for the selected supplier (For example view contract date vs amount for a supplier).  You can also narrow the results for the supplier from the chart data point by selecting the Detailed View option.   There are more options under the gear menu in the upper right.  This lets you change chart options, download data to spread sheets, etc.

Adding Analytics to a Search

Now let’s see how to build a Fluid component search to include Pivot Grids.  Open the component properties.  (You would have already enabled the Fluid Flag while building the fluid component.)  In this case we’ll set the Search Type to Standard.  The other option for Search Type is Master-Detail, which enables you to persist the search results on the left panel after selecting a search result and opening the transaction.  This allows easy navigation between the search results without navigating back to the search page.   (You would also have the search/add record filled for the component, which is similar to any classic component with search.)

Next, open the Pivot Grid wizard and create a new pivot grid model.

In step 1, give the pivot grid a title and, optionally, a description.  You can also set the Type and Owner here.

In step 2, choose the data source type.  Here we’ve set the type as Component.  Then choose your component.  Also, choose a tree name and access group you generally use with the product line.  In this case we’ve chosen the Purchase Order access group.  This will ensure a query can be created from the search record and the end users of the component can see the search results. (Note: The search record will be added as part of this tree and the permissions from the component are added to the tree).  When we click Apply, this creates a query with the same name as the component and the fields will be listed.  Now we choose the fields that we want the end-user to see. 

In the step 3, we set overriding labels for the fields and choose the column type--whether a field is only for display in the grid or whether it should be part of the chart axis or the value the chart plots.  In addition, all the key fields become prompts for the pivot grid model automatically.  We can set default values for these prompts.  Note that you can change the prompt fields and change the criteria by modifying the generated query.  In most cases, the key fields serving as prompts will suffice. You can also choose which prompts to show or hide to the end-user in this step.

In step 4, we specify axis information including which fields will be the x-axis, y-axis and the filters.  In addition, under the Fluid Mode Options, we can fill the list view Title and Summary fields to show if your component is to be used on small form factors like a phone. 

You can optionally preview the chart in the last step and save the pivot grid definition.  This completes the setup.
Now when a user navigates to the component, the search page will show up based on the configuration.   (Typically a user might navigate from a home page tile, registered using the tile wizard.)

Now you can open the Search page by selecting the Group and Special Contracts tile.  You can view it with or without the chart.

Because this uses the PeopleSoft Fluid User Interface, the search page renders nicely on smaller form factors like smart phones and tablets.  This requires no additional configuration.  Here is the same page on a smart phone.

Transforming Analytics and Reporting

Wed, 2016-05-04 10:12

Content contributed by Balaji Pattabhiraman

A few months ago, I wrote in this blog about a feature in PeopleTools called Simplified Analytics.  This is really transformative technology that puts tremendous power in the hands of end users, enabling them to perform ad-hoc analytics right in context of their transactions and business processes.  It makes reporting timely, secure, and relevant.

Let's expand on that concept and take advantage of some other PeopleTools featues.  In this case, imagine I am a manager or subject area expert.  I've created several simplified analytics that I want to make available to my team for use in their daily work.  Simplified analytics enables me to create a tile from any analytic I create.  Those tiles can then be placed on any Fluid home page or Dashboard, which is another new PeopleTools feature.  Lets see an example of this.

As a business administrator I've created several simplifed analytics for the My Team page.  These are available in the My Analytics tab in Related Information.

Note that each tab on this page--Summary, Performance, Compensation, and Leave Balances--contains different analytics relevant to each topic.  I've created these analytics  to provide better decision support for these processes.

This calls for a quick review of an important part of the Simplified Analytics process.  When creating or editing the analytic, I have the option of publishing the analytic so it can be used by others.  (See this post for more info on creating a Simplified Analytic.)

When I choose to publish, I have the option of publishing to the My Analytics section of the Related Actions frame or publishing to the Tile Repository. Since I'll be creating an analytic dashboard, I'll save to the repository.

Now I can go to the Personalize option from the menu in any home page.  From here I can create my new analytic home page.  (This could be created as a Dashboard as well.)

In this case, I'll create a new home page called Team Analytics.  This will provide a single access point for our group of analytics, making them available in a convenient form to all team members.

Now that I've created the new home page, I can add tiles representing the analytics that were created previously.

I'll add several analytic tiles and make this home page a robust and valuable analytic tool.

Once I save the page it is displayed.  Here you see the home page with all the tiles I've added.

Now let's publish the home page and make it available to the team so all can benefit from it.  (Note: If I don't publish the home page to other users I can still use it as a personal home page.  One might do this for analytics that are used exclusively by me.) 

Enter a name and label and any other field data necessary. In this case I'm making it public, but in many cases you will want to make a page like this available only to a particular role or permission list.

Now when someone on our team logs in, (in this case Rosanna) she will have access to the new Team Analytics page.

Note that the data from the analytics correspond to Rosanna's team.  If the same analytics were published to a different group, the data would be relevant to that group.  The data, context, and security are determined by the PS Query that forms the basis of the analytic.

This illustrates how you can extend the power of Simplified Analytics to make valuable decision support available to teams, not just individuals.

Searching in PeopleSoft

Mon, 2016-04-25 18:50

Many customers have asked us about PeopleSoft’s search strategy.  They may have seen that Oracle’s Secure Enterprise Search (SES) isn’t on the price list any longer, so they wonder about PeolpleSoft’s continued use of that product. 

First and foremost, Search is an important part of PeopleSoft’s overall user experience, and we are continuing to invest in a consumer grade search experience for the enterprise.  When we re-architected our approach to Search several releases ago, we built a PeopleSoft search framework that provides a great Search UI that enables users not only to search enterprise information, but to refine their search results with facets and filters.  We also made it possible for users to act directly on search results through our Related Actions framework.  In many cases, users do not even have to navigate to a transaction page to complete a task.  This provides a rich Search UI that users have come to expect.  Further improvements using PeopleSoft’s Fluid UI include Pivot Grids in search pages that allow users better visualization of search results.  Oracle’s Secure Enterprise Search is the engine for that search in PeopleSoft. 

In an effort to provide choice, PeopleSoft is working on providing an alternative search engine that customers can use in their PeopleSoft ecosystem.  We are planning on offering Elastic Search as an option with PeopleTools 8.56, and our applications that are delivered on 8.56 are planned to contain Elastic indexes.  Note that Oracle will continue to support SES with PeopleSoft for some time yet, and customers can continue to use SES if they have deployed it.  We think that Elastic will be an attractive option for many customers, however.  It is important to note that whichever search engine you use, the PeopleSoft search framework will work with either search engine, and the search UI will be essentially the same regardless of your choice.  Here are a few key points about the Elastic Search option for PeopleSoft:

  • Planning on Elastic availability in 8.56, back porting to 8.55
  • Leverage PeopleTools Search Framework
    - SES or Elastic is a deployment Choice
    - Deploy Elastic on the separate search host instead of SES
  • Take PeopleSoft Images for application fixes and Elastic indexes
  • Will require a one-time full index build with Elastic using the new process
  • We plan to provide a migration guide to help deploy Custom indexes on Elastic
  • PeopleTools DPK for Elastic infrastructure
    - Supported on Linux and Windows
  • We plan to provide a deployment guide to help with performance tuning, load balance, and failover

Our initial testing indicates that Elastic will require fewer resources and will perform better—and will be easier to install than SES.

There is also some discussion of our plans for Search in this PeopleSoft talk video.  The Search discussion is at the 5:50 point.

Updated PeopleTools Performance Guidelines Red Paper Available

Tue, 2016-03-01 12:48

This performance tuning document is not a general introduction to environment tuning.  To use it, you should be experienced IT professionals with a good understanding of PeopleSoft System Administration. To take full advantage of the information covered in this document, we recommend that you have a basic understanding of system administration, basic Internet architecture, relational database concepts/SQL, and how to use PeopleSoft applications.

This document is not intended to replace the documentation delivered with the PeopleTools PeopleBooks. Many of the fundamental concepts related to PeopleSoft Internet Architecture are discussed in the following PeopleSoft PeopleBooks:

  • PeopleSoft Internet Architecture Administration (PeopleTools|Administration Tools|PeopleSoft Internet Architecture Administration)
  • Application Designer (Development Tools|Application Designer)
  • Integration Broker (Integration Tools|Application Messaging)
  • PeopleCode (Development Tools|PeopleCode Reference)
  • PeopleSoft Installation and Administration
  • PeopleSoft Hardware and Software Requirements


Additionally, we recommend that you read documentation on Oracle Application Server, BEA Weblogic/Tuxedo, and IBM Websphere. See your PeopleSoft Installation and Administration PeopleBooks for directions on accessing the Oracle, BEA, and IBM documentation.