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New Functional PeopleToolsCapabilities for the Line of Business User
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Business User
Jeff Robbins
Senior Director, Technology Strategy
PeopleSoft
Safe Harbor Statement
The following is intended to outline our general product direction. It is
intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
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decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole
discretion of Oracle.
Program Agenda
�PeopleTools Investment Strategy
�5 PeopleTools Features you should pay attention to
�Future Direction – what to keep any eye out for
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�Future Direction – what to keep any eye out for
Addressing ChallengesOngoing Delivery of Impactful Capabilities
Related Actions
Framework
Forms & Approvals
Builder
PeopleSoft
Test
Framework
Interaction
Hub
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Partial Page
Refresh
Related
Information
BI Publisher
Workspaces
Modal
Windows
Dashboards
Collaboration
Tools
Continuous
Delivery
Builder
20082008 20102010 2012+2012+
Strategic Investments Across Release 9.2Alignment of Investments to Customer Needs
� Global Search
� Activity Guides / Train Stops
� Pivot Grids
Effortless Navigation and Information Retrieval
Intuitive Self-Service Process Flows
Access to Actionable Information
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� Pivot Grids
� Workcenters
� PeopleSoft Update Manager
� Mobile Solutions
Access to Actionable Information
Increased User Job Effectiveness
Cost Effective Means of Staying Current
Enablement of a Mobile Workforce
PeopleSoft Product RoadmapLong Term Release Strategy
20132013
PeopleSoft 9.2 PeopleSoft 9.4
20142014 20152015 20162016 20182018 20192019
9.2 Feature Packs 9.3 Feature Packs
PeopleSoft 9.3
20172017
9.4 Feature Packs
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PeopleTools Releases &
Feature Packs 12 -18 Months
Major Applications
Releases Every ~3 Years
20132013
PeopleTools 8.53
PeopleTools 8.54
PeopleTools 8.55
PeopleTools 8.58
PeopleTools 8.57 PeopleTools 8.59
20142014 20152015 20162016 20182018 20192019
PeopleTools 8.56
20172017
5 PeopleTools Featuresyou should pay attention to
�Homepage / Dashboard for mobile deployment
�Related Actions, Hover, Related Content
�PS Query
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�PS Query
�Pivot Grids
�PeopleSoft Test Framework
5 Top Functional PeopleTools Features
�Homepage / Dashboard for mobile deployment
�Related Actions, Hover, Related Content
�PS Query – no, really
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�PS Query – no, really
�Pivot Grids
�PeopleSoft Test Framework
20022002
Enterprise Applications User Experience
••
••
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••
••
••
PeopleSoft Interaction ModelHomepage
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PeopleSoft Interaction ModelFunctional Dashboard
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PeopleSoft Interaction HubCore PeopleSoft Technology Component
� New name for the
PeopleSoft Enterprise Portal
� Key features offered with PeopleTools
At No Cost
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� Provides:
– Site-wide branding
– Homepage and personalized dashboards
– Unified navigation across multiple apps
– Rich collaboration
� PeopleSoft Interaction Hub� Create a Personal Dashboard
ORACLE
PRODUCT
LOGO
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� Create a Personal Dashboard
CUSTOMER EXAMPLE:Southern Company
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Southern Company
mySOurce Home
Self-Service Options•How Do I’s
•Me at a Glance
•My To Do’s
•Chat
•Create Online Case
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•Create Online Case
100+ Roles for Targeted
Content
•News Articles
•Calendar of Events
mySOurce – How Do ITargeted Help on over 250 business processes
Auto Suggest
Search Text
Embedded ESS
Related HDIs•Provides
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•Provides
additional related
business
processes
Did You Know(s)•Random display of
additional facts
Most popular HDIs •Page specific
mySOurce – Me at a Glance Role-based Content
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Easy access to personal information, one click to update
• Eliminates deep navigation
• Eliminates confusion with launching another application
• Delivers instant confirmation the change was successful
mySOurce – My To Do’sConsolidated Worklist Pagelet
Integration with multiple
solutions:• LMS – pending training
• Expense approvals and
notifications
• Invoice approvals
• Multiple HR related
transactions such as cash
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transactions such as cash
awards, tuition
reimbursements, status
changes, promotions, etc.
• More in progress
Includes both HR and non
HR related action items
PeopleSoft Interaction ModelHover, Related Actions, Related Content
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� Related Actions� Related Content
ORACLE
PRODUCT
LOGO
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� Related Content
PS QueryConnected QueryPivot Grids
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Pivot Grids
Query: The Key to Accessing PeopleSoft Data
� Saved Queries:
– Reusable, Secure Data Access!
Query
– Scheduled query–report or email
– Ad-hoc analysis (use drilling URLs)
Data source provider
PS/nVision
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– PS/nVision
– BI Publisher (with Connected Query)
– Pivot Grid
– Query Access Service
– RSS Feed
– Pagelet
– Related Actions/Related Content
PeopleSoft
Application Data
Row-Level Security
Business Metadata
STANDARD QUERY– US Employees with:
o Country
o Department
o Employee Id and Name
Define Expressions To Drill From Query Results
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o Employee Id and Name
“DEAD END”– No way to explore data without either
o Manually running another query
o Writing down the information and navigating
elsewhere
SAME QUERY WITH DRILLING URL– US Employees with:
o Country
o Department
o Employee Id and Name
Define Expressions To Drill From Query Results
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o Employee Id and Name
START FOR ANALYSIS– Drill On DeptId to see all employees worldwide
for that department
– Drill on Employee Id or name to drill directly to
the Person Data page
Connected Query
401k
– Investment 1
– Investment 2
– Investment 3
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Profit Sharing
– Investment 1
– Investment 2
– Investment 3
Connected Query – Hierarchical Data
401k
– Investment 1
– Investment 2
– Investment 3
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Profit Sharing
– Investment 1
– Investment 2
– Investment 3
• Multiple queries run as one
• Hierarchical XML result
• For use with BI Publisher
Connected Query
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Field 1 Field 2 Field 3 Field 4 Field 5 Field 6
Query 1
Data Data x x x x
Query 2
x x Data Data x x
Connected QueryMakes Unions Easier – Example of a Union in Query
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x x Data Data x x
Query 3
x x x x Data Data
• Manage separate queries instead of one large definition
• Eliminate field placeholders
Query and Connected Query
Connected Query Query
UnionsSub Reports Prompts
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Outer Joins
Unions
Standard JoinsMultiple Outer Joins
CriteriaHierarchical Data
PeopleSoft + ReportingTechnology Strategy
Responding to how your employees work
� Functional and Operational Analytics
� Online, real-time viewing of data
� Reusable components, multiple publication options
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� Information available where and when it’s needed
PeopleSoft + ReportingTechnology Strategy
Pivot Grids
� Much improved graphical charting, SVG, PNG
� Related Actions integration
� Pivoting in chart mode (not just grid)
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� Progressive filtering
� Improved administration
PeopleSoft Test Framework
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What is PeopleSoft Test Framework?Business Drivers
�Change is inevitable and constant
–Enhancements
–Maintenance
–Upgrades
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–Upgrades
• Change is risky and expensive
– System testing is time consuming and costly
– Accurate impact information is difficult gather
What is PeopleSoft Test Framework?
�PeopleSoft Test Framework
– Introduced in PeopleTools 8.51
–More than just a “Record and Playback” tool
– Integrated with lifecycle management
Background & Overview
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– Integrated with lifecycle management
– Integrated with PeopleTools
–Tests and test cases are PeopleTools managed objects
o Comparable
o Copyable
–Enhances data from Usage Monitor and Compare Report
Oracle Proprietary and
Confidential
What is PeopleSoft Test Framework?
�Usage Monitor – released in 8.51
–Critical to impact analysis
o Understand what objects are used in your application
o Extends PTF and Compare Report data
Reduce Cost Of Ownership
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o Extends PTF and Compare Report data
�Compare Reports To Tables – released in 8.51
–Stores compare data in application tables
–Critical to impact analysis
o Understand what objects are being changed
o Extends Usage Monitor and PTF data
PeopleSoft Application
What is PeopleSoft Test Framework?
�Why Invest in PTF
–Application system testing
o Automated testing
– Impact Analysis
Usage
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Impact Analysis
Test Cases
Change
� Value of meta data
What is PeopleSoft Test Framework?
10
20
30
40
50
60
70
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0
10
Impacted Test
Cases
Non-Impacted
Testa Cases
PeopleTools Features to keep an eye out for
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Strategic Investments Across Release 9.2Alignment of Investments to Customer Needs
� Global Search
� Activity Guides / Train Stops
� Pivot Grids
Effortless Navigation and Information Retrieval
Intuitive Self-Service Process Flows
Access to Actionable Information
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� Pivot Grids
� Workcenters
� PeopleSoft Update Manager
� Mobile Solutions
Access to Actionable Information
Increased User Job Effectiveness
Cost Effective Means of Staying Current
Enablement of a Mobile Workforce
Information PortalHosted & Mobile PeopleBooks
Doc Home Pages and Enterprise Integration Point
Maps
Learn MorePeopleSoft Information Development Resources
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Video Feature OverviewsCumulative Feature Overview & Upgrade Resource Report Tools
Business Process Maps & Entity Relationship Diagrams
PeopleTools Sessions of Interest
Time Title Session Room
10:45 Performance Tuning for the PeopleSoft Administrator CON9210 3009
12:15 Art of the Possible: A Great User Experience via PSFT
Applications Portal
CON9188 3009
Putting the PeopleSoft Test Framework to Work for You CON9190 3011
Monday
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Putting the PeopleSoft Test Framework to Work for You CON9190 3011
Oracle Engineered Systems Success with PeopleSoft CON9204 3008
4:45 PeopleSoft Technology Roadmap CON9183 3002/4
PeopleTools Sessions of Interest
Time Title Session Room
10:15 PeopleTools Roadmap: Mobile Applications CON9196 3009
Securing Your PeopleSoft Integration Infrastructure CON9205 3011
11:45 Mastering the PeopleSoft Reporting Suite CON9201 3011
Securing Your PeopleSoft Environment Today & CON9202 3009
Tuesday
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Securing Your PeopleSoft Environment Today &
Preparing for Tomorrow
CON9202 3009
Using Virtualization to Manage TCO CON9206 3007
1:15 Implementing a PSFT Maintenance Strategy with PSFT
Update Manager
CON9192 3009
5:00 PeopleTools Developer: PeopleTools 8.53 in Action CON9187 3009
New Functional PeopleTools Capabilities for the Line of
Business User
CON8932 3007
PeopleTools Sessions of Interest
Time Title Session Room
10:15 PeopleTools Roadmap: Integration Broker CON9189 3009
Understanding PeopleSoft Maintenance Tools & How
They Fit Together
CON9193 3002/4
11:45 Taking Advantage of PeopleTools’ New Search Features CON9208 3009
Wednesday
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11:45 Taking Advantage of PeopleTools’ New Search Features CON9208 3009
1:15 PeopleTools Developer: Tips & Techniques CON9185 3009
PeopleTools Roadmap: Platforms CON9203 3011
3:30 Case Study: Delivering a Ground-Breaking User
Interface with PeopleTools
CON9186 3009
PeopleTools 8.53 Experiences - Panel Discussion CON9198 3007
PSFT Update Manager – Hands on Lab #1 (2.5 hours) HOL10460 Marriott
Nob Hill A/B
5:00 PeopleTools Product Team Panel Discussion CON9200 3009
PeopleTools Sessions of Interest
Time Title Session Room
11:15 Using the Integration Network to Build, Test, & Debug
Your Integrations
CON9194 3009
PeopleTools Developer: A Guide to Properly Enhancing
PSFT Applications
CON9197 3011
Thursday
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PSFT Update Manager – Hands on Lab #2 (2.5 hours) HOL10460 Marriott –
Nob Hill A/B
Meet the PeopleSoft PeopleTools Experts MTE9652 2001A
Graphic Section Divider
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