People Tools 840 849 Cumulative Feature Overview

PeopleSoft Enterprise PeopleTools 8.4 to 8.49 Cumulative Feature Overview January 2007

PeopleSoft Enterprise PeopleTools 8.4 to 8.49 Cumulative Feature Overview

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Contents

PeopleSoft Enterprise PeopleTools 8.4 to 8.48 Cumulative Feature Overview Preface.......3 Additional Resources .........................................................................................................3 Platform Support ................................................................................................................4

PeopleSoft Enterprise PeopleTools New Features Lists.......................................................5 Development Tools ............................................................................................................5

PeopleSoft Application Designer ....................................................................................5 PeopleCode ....................................................................................................................9 Internet Technology and Portal Technology.................................................................15 User Experience Design ...............................................................................................20

Global Technology ...........................................................................................................22 PeopleSoft Application Engine.........................................................................................25 Integration Tools...............................................................................................................25

PeopleSoft Integration Broker ......................................................................................26 PeopleSoft Integration Utilities .....................................................................................33 Workflow Technology ...................................................................................................35 PeopleSoft MultiChannel Framework ...........................................................................36 Business Interlinks........................................................................................................39 PeopleSoft Component Interfaces................................................................................39 PeopleSoft Mobile Agent ..............................................................................................40

Analytic Tools ...................................................................................................................43 PeopleSoft Process Scheduler.....................................................................................43 PeopleSoft XML Publisher............................................................................................47 PeopleSoft Optimization Framework ............................................................................47 PS/nVision ....................................................................................................................48 Crystal Reports for PeopleSoft .....................................................................................50 Cube Manager ..............................................................................................................53 PeopleSoft Query .........................................................................................................53 PeopleSoft Tree Manager.............................................................................................55 SQR ..............................................................................................................................58



PeopleSoft Analytic Calculation Engine .......................................................................58 Administration Tools.........................................................................................................59

Data Management ........................................................................................................60 Security Administration .................................................................................................62 System and Server Administration ...............................................................................65 PeopleSoft Performance Monitor .................................................................................70

LifeCycle Management.....................................................................................................71 PeopleSoft Software Updates.......................................................................................71 Change Impact Analyzer ..............................................................................................73 PeopleSoft Setup Manager...........................................................................................74

PeopleBooks ....................................................................................................................74



PeopleSoft Enterprise PeopleTools 8.4 to 8.49 Cumulative Feature Overview Preface This document combines the highlights from the release notes that were published for PeopleSoft Enterprise PeopleTools releases 8.40-8.48. Release notes provide functional and technical details pertaining to the new features and enhancements that accompany each PeopleTools release. This document is intended to help you assess the business benefits of PeopleSoft Enterprise PeopleTools 8.4x, without having to read the entire set of release notes, and to plan your information technology (IT) projects and investments.

The new features and enhancements that are included in this release are grouped according to functional area. Our goal is to ensure that you leverage technology to its fullest to increase the efficiency and effectiveness of your operations.

Note. For in depth information related to any of the features mentioned in this document, refer to the appropriate version of release notes or PeopleBooks documentation.

Additional Resources There are many additional resources that will help your organization determine the effects of upgrading to this release.

Visit the PeopleSoft Customer Connection website frequently to stay informed of ongoing changes. This table lists the types of resources that are available on Customer Connection:

Resource Navigation

Upgrade paths Support, Roadmaps + Schedules, Release Definitions

Training opportunities Education Services

Consulting readiness Assess Your Needs

Business Process Maps Support, Documentation, Business Process Maps

Integration resources Support, Documentation, PeopleSoft Enterprise Integration Point (EIP) Catalog

Data Models Support, Documentation, Data Models

Installation Guides Implement, Optimize + Upgrade, Implementation Guide, Implementation Documentation and Software

Upgrade guides Implement, Optimize + Upgrade, Upgrade Guide, Upgrade Documentation and Software



Platform Support These release notes do not contain a comprehensive list of our support policy, nor does it replace what appears in the Supported Platforms database on Customer Connection. Always refer to the Supported Platforms database for the most current, and most comprehensive support information. For information related to products developed by other vendors but used by PeopleSoft, such as BEA Tuxedo, refer to that vendor’s web site and documentation for details related to the versions supported by PeopleSoft



PeopleSoft Enterprise PeopleTools New Features Lists The new feature lists are grouped according to these functional areas:

• Development Tools.

• Integration Tools.

• Analytic Tools.

• Administration Tools.

• LifeCycle Management Tools.

Development Tools The development tools area contains these new feature lists:

• PeopleSoft Application Designer.

• PeopleCode.

• Internet Technology and Portal Technology.

• User Experience Design.

• Global Technology.

• PeopleSoft Application Engine.

PeopleSoft Application Designer Release 8.4

• PeopleTools has extended the definition of an internal link using the push button/hyperlink control to allow you to make a PIA definitional link to another component in another node (PeopleSoft database) or portal. Now you can easily add a link to a transaction page in your PeopleSoft Human Resources application, for example, that will take your users to a transaction page in your PeopleSoft CRM application.

• The Registration Wizard is now the main tool for designing menus for your PeopleSoft portal application. Using this sleek new tool you can assign components and security to your menu.

• In the same way that PeopleTools supports subrecords, you can now define substyle sheets to share a common set of classes. A substyle sheet has all of the properties of a style sheet.

• You can now assign parent/child relationships for style sheets by adding a parent



attribute to a style sheet definition.

• For upgrade compares, there is a new attribute type called "FieldOrder" for records that are SQL view or dynamic views. If a view in the source project does not have the same order of a view in the target then the ReOrder attribute will show in the upgrade report. This indicates that the target view will be re-ordered (put in source view order) during the upgrade copy.

• In order to synchronize databases when performing an upgrade compare and copy for record definitions, PeopleTools has altered the upgrade copy process. During the upgrade copy (CopyProp only) of a table, subrecord, or temporary table, the indexes (_, 0 thru 9) will be re-ordered to the source index order. The target order will match the source order after copy.

• The Upgrade Options dialog box has been enhanced with new settings and new options, including Chartfield Options, Portal Structures Permission List, and the Report Options tab.

• You can now compare a project or database with the new Application Designer command line parameters compare functionality in PeopleTools 8.4. Use the Application Designer executable file, PSIDE.exe, along with the parameters for your project or database compare. The compare process also creates reports to a directory that you specify.

• PeopleSoft Application Designer now enables you to perform bulk operations on fields across many different records or pages. This feature was developed mainly for the customization of chartfields used in financial applications.

• New settings on the Record Properties page are used exclusively for mobile applications and enable developers to display derived values on a page for a mobile device.

• PeopleTools has added a new build option to the Build dialog box called Create Triggers, enabling you to automatically create triggers in your underlying SQL tables in accordance with your business requirements.

• Creating indexes now includes creating functional indexes for Microsoft SQL Server 2000, DB2 (UNIX), and Informix.

• The PeopleTools 8.4 release includes significant enhancements for grids, such as user personalizations, downloading grid contents to Microsoft Excel, and improved grid development. This gives the developer tools to equip the end user with more options for how they view and use grid data in their transaction page.

• Users can now insert multiple blank rows to a grid or scroll area at runtime. This feature can significantly enhance the user’s experience when doing heads-down data entry and also meet the developer’s goal of limiting page processing.

• The user is now able to select one or more rows in a grid or scroll area using a check box or radio button in front of each row.

• Page anchors enable the user to jump from one destination to another on a long page. You can now make a specific field on your page a jump destination by designating it as a page anchor. The launching point to that anchor is in the form of a push button or hyperlink that you define as a page anchor type in the Push Button/Hyperlink Properties



dialog box.

• There is a new page control called the chart control. This control serves as a placeholder for adding a chart to your page that you develop using PeopleCode.

Release 8.41

In PeopleTools 8.41, Application Designer imposes a restriction on importing incompatible projects to avoid problems with stalled systems in the previous release. Projects created in PeopleTools 8.1x do not appear in the list of available objects to import.

Release 8.42

• In this release, PeopleSoft Application Designer includes a spell check feature for edit boxes and long edit boxes. We also include a Spell Check toolbar button that can be enabled in the Use tab of Component Properties so users can run spell check on all spell check enabled fields at once.

• We have enhanced the Page Control Inspector to include more coordinates providing a greater level of special detail for arranging controls on pages.

• Push buttons and hyperlinks can now be activated at runtime with the Enter key.

• This release includes a new “Top” label position for edit boxes, long edit boxes, and drop-down list boxes in the page designer. We have also added a feature that enables developers to move all labels to the top position for all affected page fields simultaneously.

• We have enhanced the look of grids with alternating row styles to ensure that enterable fields stand out more.

• We have changed the way related edit fields behave at runtime to distinguish between a single match and multiple possible matches.

• We have added new Display-Only Appearance attributes for edit boxes and drop-down list boxes that enable you to more easily control the base style the system uses to render these controls at runtime.

• For record definitions, we have removed most 255 column limitations.

• You can now set the System ID for an overall project or for the current record definition in the project workspace of PeopleSoft Application Designer. The System ID functionality makes System ID maintenance easier for developers.

• You can now register your mobile page using PeopleSoft Application Designer’s Registration Wizard.

Release 8.43

• As of the PeopleTools 8.4 release, you can now insert subpages into a grid. Subpages in a grid function the same as those on pages except that the fields display at runtime as grid columns. In PeopleSoft Application Designer, the subpage displays as a single column in the grid.

• We have altered security access for the Bulk Operations utilities. For the 8.43 release



going forward, only users logged in under the “PeopleSoft Administrator” role will have access to the Bulk Operations menu items. For all other users, these menu options are disabled.

• In addition, we have made some behind the scenes changes to the Bulk Operations properties and PeopleCode API to facilitate upgrade deletes for customers. When passing the project name as a parameter, if the project contains definitions with an upgrade action of delete, the system ignores those definitions. The following built-ins have been modified for this purpose: BulkModifyPageFieldOrder, BulkInsertField, and BulkDeleteField.

• With the 8.43 release, disabling a PeopleTools toolbar button, such as Return to Search or Next In List, also disables the associated hot keys in PeopleSoft Internet Architecture.

Release 8.44

• Spell Check is now available in the PeopleSoft Application Designer for user-facing labels and text in projects and legacy data.

• In this release, PeopleSoft Application Designer and the delivered database creation scripts now support Locally Managed tablespace of Oracle 9i.

• There are several new enhancements to page definitions, including the order for fields on a page, the save option for a field, and wrapping long words.

• Modifications were made to the grid generation code to generate blank, dummy rows to pad out the grid to the fixed number of rows set in the occurs count.

• In addition to a new, wider dialog box for the component definition properties, the PeopleTools 8.44 release contains a new series of settings on the Internet tab, which enable you to activate or deactivate the Help and New Window links, and new settings to customize a page and copy a URL.

• New with the PeopleTools 8.44 release is the Change Packager feature. This tool enables you to easily package your own application customizations when migrating from one release to the next. Combined with PeopleSoft Change Assistant (also new with the PeopleTools 8.44 release), Change Packager significantly reduces the complexity and time involved in updating an implementation.

Release 8.45

• The Scroll and Clip attributes have been removed from the Record tab of the Image Properties dialog box, as they are not used by PeopleSoft internet applications.

• You can now add a –LF parameter to the command line for pside.exe and specify the location of a log file. This parameter is valid when used in quiet mode (-QUIET).

Release 8.46

PeopleSoft continues to make strides toward providing more robust upgrade tools, which enable you to:

• Make rapid changes to environments.



• Create custom code.

• Upgrade applications and apply patches.

• The visual compare feature in PeopleSoft Application Designer enables you to view the same page definition from two different data sources simultaneously with changed controls being highlighted, and to view the same Text definition (such as PeopleCode) from two different data sources with the code changes visibly highlighted.

• You can use your browser to view compare results with the Compare Report Viewer, a client-based HTML program. The results are stored in XML.

Release 8.48

• PeopleTools 8.48 gives you the ability to generate composite compare reports to track your customizations during an upgrade. Also the Visual Compare for page definitions feature has been enhanced to enable you to merge selected attributes from two page definitions into the target definition. The visual compare and merge for text files has also been improved to allow you to compare files existing outside of a PeopleSoft database, such as Data Mover, SQL, COBOL, or SQR text files.

• To assist developers at multinational organizations, PeopleSoft provides a Save As option and a Delete option when working with foreign language pages, which allow conversion to and from non-base languages.

• If you are running a PeopleSoft 9 application, you can use new data types mapping for Oracle and Microsoft SQL Server 2005. New mappings are available for PeopleSoft field types Character, Long Character, Long Character with Raw Binary, and Image Attachment.

• In previous releases, PeopleSoft does not support the DESC clause in the CREATE INDEX DDL statement for key fields that have the descending property set as part of record field properties. In Enterprise PeopleTools 8.48, PeopleSoft supports the DESC clause in the CREATE INDEX DDL statement.

• There are two new file layout options, Seg Terminator and Pad Field.

Release 8.49

A new option on the PeopleTools Options page enables you to provide case-insensitive searching for the PeopleSoft search records when searching for PeopleSoft definitions. This option is not associated with Verity search technology.

PeopleCode Release 8.4

• Several new classes have been added that can be used to create charts, to create your own exceptions, to create and send notifications, to create and manipulate SOAP messages, and to create and manipulate XML messages.

• PeopleSoft now enables you to write your own classes, or extend the provided PeopleCode classes, using the Application Classes. Use Application classes to help you



structure your existing PeopleCode functions.

• If you don't declare a variable, it is automatically declared as Any. A warning message is displayed in the Validate tab.

• You can now assign a variable a value in the declaration statement.

• You can now declare local variables in the PeopleCode program itself, not just at the beginning.

• If you declare a local variable inside a function it is a new variable each time the function is called. Its scope is only from the declaration to the end of the function. This allows you to create recursive functions.

• If you try to assign an invalid value in a declaration statement, you'll receive a warning in the Validate output window about the type mismatch.

• PeopleTools has added the ability to store file attachments in the database as BLOBs or externally on a file server. For any transactions that upload file attachments stored in the database, developers need to create a database record for PeopleTools to store attachments in the database and use this new framework. This allows PeopleTools to manage where the file attachment is stored (that is, in the database as a BLOB or on a separate file server).

• You can add, change, and delete email addresses associated with a user, as well as mark a different email address as primary using PeopleCode.

• You can populate a drop-down list with items using PeopleCode.

• You can get and set user options, that is, personalizations, using PeopleCode.

• You can now have nested comments in PeopleCode.

• You can now add 'mouse-over' ability to all the nodes, leaves, and so on to an HTML tree, such that when a user rolls their cursor over one of these items, pop-up text is displayed.

• In addition, you can add code so that when a user selects a row, that row changes style, so the user has a visual indicator that the row has been selected.

• You can now schedule search indexes to be built using Process Scheduler and the Search class. You can also specify different types of searches indexes, such as HTTP (URLs) and file systems, as well as languages and mapping languages.

• For Query Class, Support for Unions and SubQueries was added. This required significant changes to the class hierarchy and syntax. The largest impact is the introduction of the QuerySelect class. This means that for many of the existing query programs, it will be necessary to first position into the correct SELECT object prior to manipulating the dependant objects such as query fields, records, prompts, and so on.

• You can now run a query using PeopleCode. You can write the results of the query either to a rowset or a file. You can find out the statistics for a query, such as average time it takes for a query to execute, the last time the query was executed, and so on. You can find inactive chartfields and remove them from the select list of a query.



• The PortalRegistry classes have been enhanced with several new classes. You can now access a user's homepage, the different tabs and tab definitions, favorites, pagelets, pagelet categories, available categories, and others. Instead of using Content Providers, you can now use nodes to specify the full path to your content. Nodes only have to be set up once and are used with messaging as well as the portal. You can copy folders and content references between portals.

• You can now cut and paste nodes and leaves between portions of a tree. You can also specify whether a leaf or node is displayed.

• Using the existing message class functionality, you can send and receive message asynchronously. With the new enhancements you can send and receive messages synchronously.

• You can use PeopleCode to specify a job or a job set, which is a job that contains other jobs. You can also specify that a job generates an HTML file containing information about the job as it is processing, or generates the results.

• You can use bulk functions to insert or delete fields from records and pages, as well as update the indexes. You can also modify the page field order and the record indexes. These functions are intended for use during configuration time only, before active runtime usage is initiated. Using these functions during active runtime is not supported.

• In addition, several functions were added to support chartfields.

• The configuration of the PeopleCode debugger is now simplified for both two-tier and three-tier debugging.

Release 8.41

• Additional PeopleCode functions were added for Integration Broker functionality. These functions allow you to delete node transactions and delete transaction modifiers. You can also do an XSLT transformation of an XML string.

• URLs generated from one of the Transfer built-in functions are encoded so they will work when containing nonstandard characters.

• The Find In functionality has been enhanced to also look for text within an Application Package.

• The Record class Update method no longer updates fields marked as "system maintained."

Release 8.42

• The SendMail built-in function has two new optional parameters. Mail_Sep allows you to specify the delimiter for a series of email addresses, and Content_Type allows you to specify the content type of the email as a string.

• The following new classes have been added:

Mobile Class

PostReport Class



Synchronization Server Class

• The Transfer function now allows you to use keylist to specify a partial, yet unique key. If you do not fill in all the key values, yet you have still specified enough for a unique row, the search dialog is bypassed.

• You can specify how negative values are going to display with the XAxisCross property in Chart Class.

• You can now use PeopleCode to hide the current page, using the Activate event in the Page Class. PeopleSoft recommends using the PreBuild event if you are going to be hiding pages.

• The URLType property was added to the Pagelet class. This property indicates what type of URL is used to build the pagelet.

• You can now verify the syntax of the search query text before executing the search using the Parse method in the Search class.

• The SOAPDoc class now supports headers. Two new methods were added: AddHeader and GetHeaderNode.

• The ValidateSOAPDoc method now takes an optional parameter, specifying whether to check namespace prefixes.

Release 8.43

• You can use PeopleSoft Application Designer to search your code for potential SQL injection vulnerabilities, known as SQL injection.

• You can now use the DeleteAttachment built-in function in a PeopleSoft Application Engine program.

• You can now use EncodeURL in an Application Engine program.

• The Transform function can now take either an XML string or an XmlDoc object as input.

• For Chart Class, the RotateAngle property was only rotating the chart half of the degrees specified with this property. The RotateAngle property now rotates the chart the full number of degrees specified.

• A new class, MCFIMInfo has been added. Use this class to initiate instant messaging sessions.

• When you run a report, then use the ProcessRequest class to send email when the job is finished, the email of the person who submitted the job is no longer appended to the OutDest property.

• A new output option, WINDOW, was added for the following generic process types:

AppEngine

Crystal

nVision



SQR

Other

• The InsertRow method can be executed against the same rowset where the insertion will take place.

• A new system variable %Language_Data has been added. Use %Language_Data if your application must know the language any entered application data is stored as in the component's related language records. Do not use this variable to control the user interface, such as messages or page text. For determining the language of the user interface, use the %Language_User variable.

• A system variable %Language_User has been added, which returns a string value representing the current session's language as selected from the signon page.

• Use the SendMail function to send an email message from a PeopleSoft page. This function has been enhanced with new optional parameters.

• The SetAuthenticationResult function has an additional optional parameter, DaysLeftBeforeExpire, as well as additional functionality added to the ResultDocument parameter.

• There is a new function in this release—the NumberToDisplayString function. This is similar to NumberToString. It formats a number according to the specified parameters. However, NumberToDisplayString also uses the values the end user specified to display the decimal and thousand's separator.

• A new built-in function has been added, TransformExCache, which you can use to do an Extensible Stylesheet Language Transformation (XSLT) transformation of the specified XmlDoc object.

• Updates have been made to mobile classes. It was possible to assign a pre-instantiated Component Interface to a peer reference property. This is not a legal operation and would later cause a program assert. An explicit check is now made at the time of assignment to disallow this.

• A new optional parameter, NewWindow, was added to the ViewAttachment function.

Release 8.44

• The new classes added for PeopleCode include Crypt class, universal queue classes, PrcsApi class, content reference links class, worklist class, and abstract classes.

• The PeopleCode editor has been enhanced to allow you to control how PeopleCode appears in an Application Engine program, a SQL definition, an HTML definition, or regular PeopleCode, and to control the word-wrap feature.

• Several new built-in functions and system variables have been added, and properties added to the existing classes.

Release 8.45

• When CommitWork is called in the context of a component interface (such as, during a



SavePreChange PeopleCode program that's associated with the component), if the caller of the component interface already has an open cursor (such as an active SQL object) the Commit does not take effect immediately, but only when the last cursor is closed.

• The new functions added to PeopleCode include CopyFromJavaArray, CopyToJavaArray, TransferExact, and WriteToLog.

• Application classes were changed to allow you to declare protected methods and properties, and to declare a class as an Interface,

• The AddContext optional parameter was added to the ToString method for the Exception class, and the new property StackTrace was added to the Exception class.

• New properties were added to Field Class and Java Class.

• Role-based security is now supported through the RolePermissions classes.

• New parameters were added to the CopyFieldsTo record class method, for indicating whether or not to copy fields marked as unused using the SetDBFieldNotUsed function.

• The new RowsetCache class was added. PeopleTools stores application data in a database cache to increase system performance. The RowsetCache class enables you to access this memory structure, created at runtime, and shared by all users.

• You can now do application logging with PeopleTools. Application logging enables you to do error logging using an independent application log fence mechanism, as well as being able to write to the PeopleTools log using the WriteToLog built-in function.

Release 8.46

Several new features have been added to PeopleCode for this release, including:

• New Functions

• Updates to existing functionality

• Enhancements have been made to our charting features to support three new types of charts—TrueXY, scatter, and Gantt charts.

• Several new classes were added to PeopleCode—Analytic Calculation Engine Classes, Analytic Calculation engine Metatdata Classes, Analytic Grid Classes, Analytic Type Classes, and Integration Broker Web Service Directory Class

• Performance enhancements have been made to the core PeopleCode runtime in the area of call overhead as it relates to local function calls, method, and property calls, as well as calls of external PeopleCode functions. This should benefit all PeopleCode programs, but will be of particular benefit to functional-intensive programming, that is, large loops where functions are called.

• Various new functions, and improvements to existing functionality, are also included in this release.

Release 8.47

• For the Analytic Model class CalculateCube method, the second parameter, Sync is now



optional. It is only being included for compatibility with previous releases. Any value specified for this parameter is ignored. The cube is always calculated in synchronous mode.

• For the Analytic Grid class, all of the parameters for the SetLayout method now accept a null value ("").

• For the Query classes, all date, time, and datetime fields that are part of a query are now required fields when running a query.

• For the SOAPDoc class, you no longer need to specify the optional parameter with the ValidateSOAPDoc method to ignore the namespace prefix during SOAP validation.

• The GetGrid built-in function no longer accepts the optional occursnumber parameter.

• The SendMail built-in function has been changed so that you can use double-byte characters for the display names for an email address.

• The Clean built-in function may delete some double-byte characters. This can be fixed by applying a patch supplied by Microsoft, for issue MS 890695.

Release 8.48

This section discusses enhancements made to PeopleCode, including:

• For the Message classes, many changes were made to support service operations, the new events, message segments, container messages, and so on.

• The Analytic grid now supports expanding and collapsing all nodes and details. You can also specify to freeze one or more columns when you create a grid.

• Several updates were made to classes, functions, methods, and the PeopleCode documentation.

Release 8.49

• For the File Class, ReadRowset, considerations were added for using nested data. Also, the Open method (as well as the GetFile function) opens the file at the beginning of the file, rather than the end.

• For the Record class, the CopyFieldsTo method has a new parameter IsBatch.

• For the SyncServer class, there is a new method Notify.

Internet Technology and Portal Technology Release 8.4

• PeopleTools portal technology provides basic web-based navigation for your application pages. Its main purpose is to help users access PeopleSoft application pages.

• In PeopleTools 8.4 you are now able to view the navigation while you are in a PeopleSoft Application page. This enhancement also provides the ability to browse through the possible navigation links without committing to leave their current transaction.



• A major enhancement in PeopleTools 8.4 is the new format for URL. The integral parts of the URLs are now much simpler to understand and much more manageable.

• The Registration Wizard in PeopleTools 8.4 introduces a streamlined and efficient way to register components or scripts into a menu, registry, and add them to permission lists. You can also use the Registration Wizard to import custom menus, and register a component (or script) into multiple portals. The Registration Wizard has the additional benefit of reducing user errors, and maintaining synchronization between portals, by combining several different methods into one intuitive wizard interface.

• In PeopleTools 8.4 PeopleSoft introduces a simplified and centralized administration interface for the management of objects in the portal registry. These objects include folders, content references, templates, and content providers. Common administrative tasks include adding, deleting, and renaming portal objects.

• In PeopleTools 8.4 a node (previously termed content providers) is basically a URI string that defines the database and application server. It is used when the portal servlet attempts to retrieve content, whether internal PeopleSoft or external references, and assemble pages.

Note. You must purchase PeopleSoft Enterprise Portal to be able to retrieve non-PeopleSoft related external references.

Every PeopleSoft database must have one and only one default local node that is used to define the address (URL) for that database. The default local node is used to signon to the homepage as well as with the Integration Broker to facilitate synchronous and asynchronous messaging between PeopleSoft and external or other PeopleSoft applications.

The use of nodes also simplifies PeopleCode programming, since long URLs can be referred to quite easily by the appropriate node name.

• Another major enhancement in PeopleTools 8.4 is the ability to create and maintain multiple portals on the same, or on different databases. Portals can be created, maintained and deleted using the Portal Definition pages in the Portal Administration interface.

Release 8.41

This release includes features that allow you to customize Portal homepages and pagelets. You can override default HTML objects and images used for homepage components, such as tabs and pagelets, replacing them with your own content.

Release 8.42

• The Portal Security Synchronization page enables you to execute the PORTAL_CSS Application Engine program to clean up and synchronize content reference permissions and folder permissions.

• You can now hide the pagelet action bar from end-users, thereby disabling their ability to minimize, edit, and remove pagelets from the Homepage Tab. You can also choose to hide only the minimization capability from end-users.



Release 8.43

PeopleTools 8.43 introduces performance enhancements for the PeopleSoft Enterprise Portal. Self-service applications need to support a very large number of concurrent users. In addition, data privacy considerations do not allow use of web browser based caching as a performance optimization. PeopleTools is making available a server-based pagelet cache as a performance optimization. This extends support for better performance to a larger set of self-service users while consuming less systems resources. The PeopleTools 8.42 Internet Technology PeopleBook provides an overview of PeopleSoft Internet Technology, and discusses the base portal technology delivered with PeopleTools.

• In the current release, you can define a browser window title for your portal home page and any unregistered content. The title is taken from the value of the Long Description field in the portal definition. If you leave this field blank, the browser window title is taken from the Portal Name field.

• PeopleTools portal technology now implements caching for individual pagelets. You can also control whether the user is able to refresh the pagelet manually.

• When you use a pagelet to present an existing PeopleSoft application page that’s documented in the accompanying PeopleBooks, you can configure the pagelet to display its own help button, which will invoke the same help link and display context-sensitive help, either PeopleBooks or your own HTML documentation.

• We have added a new configuration property to improve the session timeout behavior when using the portal byPassSignOn feature.

• We have added a property that allows you to produce more detailed error messages in the application server log file.

Release 8.44

• New in PeopleTools 8.44, a web profile is a named group of configuration settings that the portal applies throughout a PeopleSoft system to control all portal-related behavior. Web profiles replace and enhance the settings that were previously configured by editing several text files. They use a PeopleSoft page interface that makes the configuration process easier, more versatile, and more straightforward.

• You have the option in PeopleTools 8.44 to use menu folder navigation. By implementing menu folder navigation, you change the behavior of a folder’s menu name in the navigation pagelet. Instead of expanding the menu to reveal its child entries, clicking the menu name opens a specified content reference in the target content region and expands the menu to show the navigation path to that content reference.

• PeopleSoft portals store content references based on their URLs, so you can’t register two content references that specify the same URL. Content reference links overcome this limitation by enabling you to define multiple menu items that invoke a given URL. A content reference link enables you to connect users to an existing content reference using a different navigation, possibly with different properties in effect than on the original.

• Content reference attributes provide a framework to specify and store freeform information about a content reference. For example, you can use content reference



attributes to specify and store keywords, help information, and related links for content references.

• In PeopleTools 8.44, you can now base non-inherited object security on roles as well as permission lists. You can specify any combination of roles and permission lists to provide content reference or folder security.

• Use the Portal Security Synchronization page to reinstate the correct security relationships between objects in the portal registry after you copy a project that contains portal objects. The Portal Security Synchronization page enables you to execute the Application Engine program PORTAL_CSS from the standard menu navigation.

• The PeopleSoft system provides several automated queries for retrieving content reference security details, menu security details, menu item details, and folder structure information. In the security administration components, you can use query links to discover the content references to which a given user, permission list, or role has access.

• You can anticipate the unavailability of pagelets by specifying a timeout period during which each pagelet must load. This improves portal homepage performance by enabling the system to present the homepage quickly in spite of an individual pagelet's unavailability.

• Because of numerous small enhancements, PeopleTools 8.44 caching functionality is easier to implement, more versatile, and more efficient than in previous releases.

• JSR 168 is a standard for portals running in a Java 2 Platform, Enterprise Edition (J2EE) architecture. It is designed to enable portlets and portals from different vendors to interoperate. The PeopleSoft portal includes a new portlet engine to manage the registered portlets that are defined according to the JSR 168 standard.

Release 8.45

This section discusses changes and enhancements in the following areas for Internet Technology:

• Portal Caching has been added to PeopleSoft Internet Technology. Web server-based navigation caching boosts performance considerably by automatically storing cached data on the web server as users select items from the navigation menu. This form of caching ultimately saves unnecessary calls to the application server.

• A new Cache Menu property has been added to the Web Server section of the Web Profile Caching page. Select to enable web server-based navigation caching.

• Portal security improvements include a safeguard when retrieving secure HTTPS content, and a new option to remove nonexisting roles and permission lists from folders and content references.

• Previously, users had to manually add any new permission lists to Worklist type content references to allow users to access the worklist menu and link. A new URL type “Worklist URL” has now been created to enable you to enter the required component information. This, in turn, will synchronize security.

• When a page is generated, the browser now issues timeout warnings every 20 minutes. If



a large attachment takes longer than 20 minutes to upload, a warning will be displayed, and the user is required to click the OK button to keep their session alive.

Release 8.46

• With Enterprise PeopleTools 8.46, Portal technologies will provide support for:

Consuming portlets using WSRP technology (Web Services for Remote Portlets).

Producing WSRP portlets through Pagelet Wizard.

WS-Security for single-signon with third party applications.

• In Enterprise PeopleTools 8.46, the portal has been enhanced to provide complete support for the Java Portlet API (JSR168). This feature allows you to take existing java portlets and install them into the PeopleSoft Java Portlets (JSR168) container thereby significantly reducing the portal integration costs and creating a seamless user experience.

• Pagelet Wizard is a technology that allows you to build and deploy pagelets in an easy point-and-click fashion from both PeopleSoft and non-PeopleSoft data sources. This feature will now be offered as part of the Enterprise PeopleTools portal, with some slight modifications and enhancements.

• Navigation pages provide a user-friendly navigation tool in the form of task-driven pages that provide intuitive access to pages needed to complete business processes. These navigation pages can be configured to incorporate the use of icons to further increase the ability to intuitively navigate tasks.

• PeopleSoft Navigation Collections enable you to create custom navigation pages for specific user roles, departments, or logical groupings of work. Once created, a Navigation Collection can be published as a navigation page or navigation pagelet for use on a user home page.

• A new property IgnoreParamTempl has been added to the configuration.properties file that allows you to to specify any additional content reference URL parameters that you have appended to the query string but have not registered in the portal registry.

• Support for portal logging has been enhanced and is centralized in a single logging.properties file. You now can configure where and at what level you can log into the console.

• A new web profile custom property IDDA has been added to log issues such as when exceptions occur, when states are lost, or when the number of cookies is over 20.

Release 8.47

• Portlets produced through the Enterprise Pagelet Wizard in Enterprise PeopleTools 8.47 will run in the Oracle Portal. Oracle Portal provides a complete and integrated framework for developing, deploying, and managing enterprise portals. It enables secure information access, self-service publishing, online collaboration, and process automation. Oracle Portal's solid portal platform ensures security, scalability, and high availability, enabling you to conduct business more efficiently with customers, partners, and suppliers.



• Two new options have been added to the General Settings page to enhance the integration of the PeopleTools and Enterprise Portal navigation. One option allows you to choose to display the menu title in the pagelet, and the other sets the number of header frame rows.

• In Enterprise PeopleTools 8.47, you can configure the focus of the browser to be either on the Save button or the first control of the page when the user saves a component.

Release 8.48

• WSRP technology was enhanced to include increased WSRP-producible content (most PeopleSoft pages can be WSRP-produced), an additional WS-security option, and changes to Pagelet Wizard to support WSRP.

• You now have the option of integrating PeopleTools 8.48 and Oracle Portal 10.1.4, to use the WSRP capabilites within Oracle Portal 10.1.4.

• Pagelet Wizard has been enhanced to provide users with increased functionality in customizing and maintaining pagelets. Additionally, DataTypes designed for retrieving data from external sources have been migrated from the Enterprise Portal into core PeopleTools.

User Experience Design Release 8.4

• Navigating the PeopleSoft Internet Architecture has been improved with left-hand navigation, an expandable folder structure.

• You can now create and manage your own list of bookmarks to folders and content references with the Add to Favorites and Edit Favorites features.

• You can use My System Profile and My Personalizations to control and save your use and display preferences.

• Click Change my Password to access the page where you can change your password information.

• Users can choose from three accessibility modes from General Options in My Personalizations.

• Searching has been enhanced by the introduction of search operators. Operators allow you to search on limited amounts of information or to conduct searches with specific values.

• You can now save the specifics of a search using the Save Search Criteria feature.

• You can now personalize grid data by customizing characteristics such as the order of the columns, the sort order, and so on.

• In addition to personalizing the grid data, some grids also enable you to download the grid data to a Microsoft Excel spreadsheet.



Release 8.41

• PeopleTools now supports auto prompting on lookup pages. When the user selects the prompt lookup button, the application server automatically returns all values for that field up to 300 rows. If necessary, the user can refine the search further by entering partial data in the Search By field. For very large tables you can turn this feature off.

• We have improved the way the download to Microsoft Excel feature works for grids. Now all active, unhidden rows are downloaded to Excel when the user selects the Download button from the grid header bar, regardless of how many rows are visible on the screen. In previous releases, users were required to select the View All link to ensure that all rows would be downloaded.

• A new timeout warning informs users when their browser session is about to expire.

• The functionality of viewing rows for grids and scroll areas has been modified to provide a more organized way to access information. A View All threshold has been added to view the data in manageable pieces.

• PeopleSoft has added an option to Personalizations that enables the power user to have more control over the expert entry feature.

Release 8.42

• PeopleSoft now offers spell check for edit boxes and long edit boxes on a page. This utility includes system and personal dictionaries.

• Users can now activate a push button or hyperlink on a PIA page using the ENTER key where set by the developer in PeopleSoft Application Designer. Cursor focus need not be on the button or link to activate it.

• Previously, the save confirmation was not visible to users after clicking the save button at the bottom of a long page. In 8.42 the “Saved” message is now visible under the menu bar regardless of where your focus is on the page.

• You can now preview pagelets in the portal from the Personalize Content page.

Release 8.43

• For the 8.43 PeopleTools release, we’ve made small changes that are specific to the display of certain browser elements. These settings are in the form of new personalizations.

• A PeopleBook Enhancement, "Browser Limitations," is available on Customer Connection. This document is a trouble shooting guide for known issues relating to PeopleSoft supported web browsers.

Release 8.44

There are several enhancements to the underlying architecture of PeopleTools 8.44 that increase end user productivity and improve the PeopleSoft user experience overall. These features include:

• Page customizations



These enable users to tailor their transaction pages to specific business processes and personal data entry style. A Customize Page option is available for most pages.

• Grid customization sharing

The existing grid customization page has been enhanced to include the ability for users to share their customization settings with other users or to copy and use the customizations created by another user.

• Copy URL

This setting copies the current page URL to the clipboard.

• New look

Enhancements have been made to the signon page, the menu pagelet, and various icons throughout the system to make them more visually appealing. Content references and menu items appear more prominently in the menu pagelet, and they are more easily accessible.

• Language support

The PeopleSoft system now supports both Polish and Bahasa Malay.

Release 8.45

Included in this PeopleTools release is a set of user interface changes resulting in minor improvements to basic user interaction with specific user interface elements and in the fit-and-finish of the user interface. Cumulatively, these changes have had a positive effect on the user experience measured during usability testing.

These usability enhancements include:

• Simplified calendar usage.

• Additional location for adding pages to the My Favorites menu.

• Enable Mobile Users to Add and Edit Rows from a Grid.

• Enhanced search pages, including case-sensitive search, and maintaining field selections on search pages.

• Recommendations are given for signing out of PeopleSoft which help to ensure data security.

Global Technology Release 8.4

• The PeopleTools international language architecture includes international preference settings, related language tables, translation features, international formatting, time zone support, currency support, support for numerous character sets, and support for global reporting features.

• In PeopleTools 8.4 several additional pages have been added to the Translation pages to



simplify translation

• The international preference settings have been enhanced with the release of PeopleTools 8.4 with an improved centralized user interface that allows users to control the language in which they view and use the PeopleSoft system, as well region-specific formatting conventions for dates, times, and numbers.

• A major new enhancement in PeopleTools 8.4 is the introduction of the Multi Language Entry feature which enables multilingual users to maintain language-sensitive data by switching from one language to another while working on a page. This means that they can conveniently maintain related language tables without closing the page and changing the signon language setting.

• Sorting has been significantly improved with the release of PeopleTools 8.4 and you can now choose to sort translation table values with non-English characters (such as accented letters) instead of binary sorting.

• The Verity locale map provides an externalized map between PeopleSoft language codes and Verity locales, allowing companies to add their own language codes.

Release 8.42

• PeopleSoft has added new translation pages that enable you to translate application data, such as system and customer data.

• New Mobile translation pages have been added that enable you to translate Mobile Technology pages, including field labels and label Ids.

• The Translate Message page now contains range fields that enable you to specify a range of messages within a message set to translate. You still have the option to select and work with all messages within a message set.

• PeopleSoft has added a new Spell Check Language field to the Manage Installed Languages page that enables you to specify default spell check languages for language codes. The spell check language selected for a language code is the default spell check dictionary that is associated with that language when the user signs on to the system.

• PeopleSoft downloads query results to a file in comma separated value format (CSV). PeopleSoft has added a new Windows Character Set field to the Manage Installed Languages page that enables you to select a Windows character set for a given language code to encode the query results.

Release 8.43

You can configure Verity to enable searching in Hebrew.

Release 8.44

• Support for Polish and Danish has been added.

• In this release, Unicode 3.0 on a Sybase database is supported. This enables you to store all PeopleSoft-supported languages in one database.

• Unicode Support for Crystal 9 allows you to run a single Microsoft Windows batch server



for all languages while maintaining language-specific output

• Support for international PDF Output from SQR has been improved, allowing you to generate Easter European and Thai languages in PDF report output out of the box.

Release 8.45

• PeopleTools 8.45 supports Unicode 3.0 on a DB2 UDB for OS/390 and z/OS database.

• In this release, SQR supports the CCSID935 (Simplified Chinese) and CCSID937 (Traditional Chinese) character set encodings.

• In this release, HTML output from SQR is always encoded in UTF-8, which provides better internationalization support for HTML output from SQR.

Release 8.46

• Enterprise PeopleTools 8.46 provides bidirectional support that enables you to use right-to-left oriented languages, such as Arabic and Hebrew. In addition, PeopleTools 8.46 is delivered with Arabic.

• Enterprise PeopleTools 8.46 supports eight additional languages: Finnish, Norwegian, Russian, Thai, Czech, Hungarian, Arabic, and Korean.

• Verity basic locales moved to universal (uni) locales. This change requires you to rebuild collections with the uni locale if they were previously built in one of the affected Verity locales.

Release 8.47

• A new Translate Analytic Model page enables you to translate short and long descriptions for Analytic Calculation Engine (ACE) analytic model ID definitions into a specific target language.

• The SendMail function now supports non-ASCII display names.

• You can now run COBOL in a z/OS Unicode environment. To run the PeopleSoft-delivered COBOL programs in the z/OS environment against a Unicode database, you must use the PeopleTools COBOL Conversion Utility for z/OS.

• With DB2 z/OS Unicode databases running on Enterprise PeopleTools 8.47, the default data type for a Long Character field definition is VARGRAPHIC, as opposed to Large Objects (LOBs) in Enterprise PeopleTools 8.45 or 8.46.

• For PeopleTools 8.47 the currency codes for Azerbaijan and Romania have been replaced with new codes.

Release 8.48

• Several new translation pages are provided for new managed objects.

• Starting with PeopleTools 8.48, the Currency Code table (CURRENCY_CD_TBL) is sample data, similar to the timezone table.



PeopleSoft Application Engine Release 8.4

• The Program Flow view in Application Designer shows an alternative way of displaying your Application Engine programs, making them easier to develop and debug.

• You can now view PeopleSoft pages reflecting your program’s temporary table usage, online instances and warning messages.

• To facilitate the conversion of existing COBOL programs to Application Engine programs, you can now call Application Engine programs from existing COBOL code. You do this by adding a copybook to your COBOL program and assigning copybook values.

• PeopleSoft Application Engine has a new daemon process, called PSDAEMON, which runs continuously when the Process Scheduler is running, and is intended for recurrent jobs. It polls the system checking for certain conditions to be true for events and when true, it schedules a process to handle the event.

• New Transform programs have been added to Application Engine to support XSLT transformation programming.

Release 8.41

The Application Engine function %ExecuteEdits has been extended to allow you to override the default system date with the selected field from a joined table.

Release 8.45

• When restarting a suspended Application Engine Program, PS_AE_RUN_CONTROL has been replaced by PS_AERUNCONTROL.

• In Enterprise PeopleTools 8.45, PeopleSoft uses a file instead of a table to pass parameters from COBOL to the Application Engine programs. The location of this file depends on whether the root directory or output directory in the application server is defined.

Release 8.46

In Enterprise PeopleTools 8.46, we have enhanced the printing capabilities in Application Designer when creating Application Engine programs, providing a more robust interface to print program and flow definitions.

Release 8.47

The maximum allowable number of state records that may be used in an Application Engine program has been increased from 100 to 200.

Integration Tools The integration tools area contains these new feature lists:

• PeopleSoft Integration Broker.



• Integration Utilities.

• Workflow Technology.

• PeopleSoft MultiChannel Framework.

• PeopleSoft Business Interlinks.

• PeopleSoft Component Interfaces.

• PeopleSoft Mobile Agent.

PeopleSoft Integration Broker Release 8.4

• By leveraging standard internet technologies such as Extensible Markup Language (XML) and Hypertext Transfer Protocol (HTTP), PeopleSoft Integration Broker delivers a set of server-based technologies that supports true internet systems integration. These technologies streamline the integration of PeopleSoft applications with other PeopleSoft applications, internal systems, electronic marketplaces, and customer trading partner systems.

• Integration Broker is comprised of two high-level subsystems, the Integration Gateway and the Integration Engine.

The Integration Gateway is a platform that manages the actual receipt and delivery of messages passed among systems through the Integration Broker. It provides support for the leading TCP/IP protocols used in the marketplace today, and more importantly, provides extensible interfaces for the development of new connectors for communication with legacy, Enterprise Resource Planning (ERP), and internet-based systems.

The Integration Engine runs on the PeopleSoft application server. It's tied closely to your PeopleSoft application, and produces or consumes messages for the application. Rather than communicating directly with other applications, the Integration Engine sends and receives messages through one or more separately installed Integration Gateways.

Release 8.41

• PeopleSoft Integration Broker now requires encryption of the database administrator passwords that you enter in the IntegrationGateway.properties file.

• PeopleSoft Integration Broker includes a Java utility for encrypting passwords, which you launch from a provided script called PSCipher.

• The gateway refresh procedure has been improved. If you make changes to the IntegrationGateway.properties file while the server is running, you can click the Refresh button on the Gateways page, and PeopleSoft Integration Broker reapplies all entries in the configuration settings to the gateway without rebooting, including your changes.

• With PeopleTools 8.41, the lookup feature for the Hub Node field on the Node Definitions page now produces a list of all defined nodes except the default local node.



• PeopleSoft Integration Broker now provides a transform test utility which you can use to test and debug your Application Engine transform programs without actually sending a message.

• If you need to periodically refresh the in-memory queues for asynchronous messaging, you can tailor the frequency of the refresh to fit your situation, using a setting in the configuration file for the current PeopleSoft application server domain, PSAPPSRV.CFG.

• You can archive message instances one at a time from the Message Details or Synchronous Details component.

• The SendMaster messaging utility delivered with PeopleTools enables you to test messaging interactions with PeopleSoft and third party Web servers, application servers, and integration gateways. In addition to the version installed with the PeopleSoft Internet Architecture (PIA), SendMaster is now also installed as part of the base PeopleTools installation on NT systems, so you can use it without having to install an integration gateway.

• In the current release, the JMS target connector includes a property with which you can override the default timeout value for individual nodes.

Release 8.42

• You can ping a remote node to determine its status and availability for messaging from Integration Broker Monitor, SendMaster, or SimplePost in PeopleSoft Integration Broker.

• The PeopleTools 8.42 release includes a new connector, the GetMail target connector, which replaces the deprecated POP3 target connector. The GetMail target connector provides all of the same functionality as the POP3 connector, and includes major enhancements designed to support the new PeopleSoft Multichannel Framework.

• In PeopleTools 8.42 there is a new feature for applying transformation programs on the gateway. This feature supports transformations written in Extensible Stylesheet Language Transformation (XSLT) code. You can apply XSLT transformations at any gateway that handles the message you want to transform.

Release 8.43

• The Message Channels Properties dialog box has been redesigned. The Best Effort option is not implemented, so quality of service is always Guaranteed. If PeopleSoft Integration Broker fails to deliver a message, it retries until the time-out period expires. Then it marks the message as Timeout in Integration Broker Monitor. Once the target system is ready to receive the message, the system administrator can resubmit any message that timed out.

• Administrators can now obtain detailed performance information around integration points, enabling them to see exactly where their system is spending its time. This enhancement is available to all PeopleSoft applications, and enables an administrator to determine the source of bottlenecks, reducing administration time and enabling increased system performance to be obtained.

• The application server configuration features a new External Configuration option to



increase asynchronous message processing performance.

• A new throttling enhancement:

Provides mechanisms to throttle the number of dispatched messages from a given dispatcher to its associated handler(s).

Provides an internal threshold limitation based on Tuxedo queue size to avoid queue saturation and degraded performance.

• A logging option has been added to the Messages page for a transaction that enables you to select the level of information logging for synchronous messages.

• The integrationGateway.properties file is now delivered with default transformation properties. To set the properties all you need do is uncomment the properties, enter the appropriate values, and save the file.

• When a message is published to a non-peopleSoft system, it now includes the IBInfo header, which is the routing envelope used by PeopleSoft Integration Broker.

• You can now access the Simple Post utility using a Java API, in addition to accessing it using a command line.

• The Simple Post utility reads any file format for incoming messages and converts them to UTF-8 to send to the integration gateway.

• Simple Post has a new encoding option that allows for the data to be compressed or base64-encoded.

• Beginning with the PeopleTools 8.43 release, when you create a Send Master project, you also select the project type, rather than first creating a Send Master project and then later selecting the project type.

• In addition, a new project type, MQSeries, has been added that enables you to post synchronous and asynchronous messages to MQSeries queues to test your implementation of the JMS listening connector.

• The HTTP Listening Connector now accepts compressed and base64-encoded data.

• You can use the Integration Broker Monitor to ping the Simple File Target Connector.

• With this release you can use a PSCipher utility to generate encrypted JMS target connector passwords in the integrationGateway.properties file.

Release 8.44

• The Integration Point Setup Wizard is a new feature that guides you through the process of setting up point-to-point integrations. You can use the Integration Point Setup Wizard to create synchronous, asynchronous, and asynchronous-to-synchronous integrations.

• The Integration Point Viewer is a new read-only tool that enables you to display a point-to-point view of an integration to validate its structure and confirm that the associated objects are active. Depending on the integration setup and the transaction type, the Integration Point Viewer can provide direct links to the node definition, the transaction, and the relationship. By using these links, you can view additional information and make



modifications.

• The PeopleSoft system provides a set of tools for automated EIP testing. You can perform automated EIP testing to unit test, perform cross-application business process testing, or regression test EIPs.

• You can create inbound and outbound integrations with third-party systems using Web Services Definition Language (WSDL). PeopleSoft Integration Broker enables you to:

manually import WSDL, through a file or URL, to create synchronous and asynchronous integrations

use ERP adaptors from Actional SOAPswitch to generate WSDL from SAP, Oracle, and Siebel systems and then generate integration points.

use the Publish EIPs link to to generate WSDL for PeopleSoft message or component interface definitions. This enables third-party systems that can handle WSDL to access the given interface by using SOAP over HTTP.

use the WSDL Repository to access all existing WSDL files imported into the PeopleSoft system. You can view service details as well as the contents of WSDL documents.

use the WSDL Operation Wizard enables you to create PeopleSoft Integration Broker metadata, such as channels, nodes, and node transactions from imported WSDL files for use in the PeopleSoft system

• Enhancements to the setup, administration, and maintenance of PeopleSoft Integration Broker improve message monitoring, batch archiving of messages, failover, and dynamic connector properties.

• Enhancements to PeopleSoft Integration Broker failover provide support for prioritized multiple backup domains, heartbeat timeout levels, and email alerts, all of which improve the robustness of integration architecture in larger implementations.

• Enhancements to PeopleSoft Integration Gateway provide support for password encryption, accessing the properties file through a PeopleSoft page, and improved FTP target connector utility. You can also capture request contents and secure files during processing.

• The integration gateway has been enhanced so that you can run it behind a third-party load balancer product. Load-balancing enables you to increase gateway performance by distributing processing among multiple gateways.

• Send Master enhancements include:

Ability to save response data to disk

HTTP(S) enhancements, including the use of HTTP 1.1, proxy server support, and keystore support.

Ability to gather processing performance statistics when working with PeopleSoft Integration Broker MIME projects.

Send Master returns statistics relating to processing on the application server and



gateway, as well as response processing.

An EIP Testing (Batch EIP) project type that enables you to test batches of messages from a file directory that you specify for automation testing and enables testing of different transaction values.

• With the release of PeopleTools 8.44, Message monitoring enhancements enable administrators to have better visibility into the runtime status of messages and error conditions. This leads to speedier resolution of problems.

• You can specify an external message ID to uniquely identify an inbound message received in PeopleSoft Integration Broker. This ensures that no duplicate messages are delivered to the system.

Release 8.45

• The ability to create integrations from Oracle to PeopleSoft is now supported. See the iWay SOAPswitch Oracle Adapter guide for additional information.

• In the Integration Broker Monitor, a new search functionality has been added to the Statistics page.

• In the Integration Broker Monitor, on the Message Details Page, a new search option, Last Update Date/Time, has been added that returns message based on the date and time they were updated.

• In the Integration Broker Monitor, the Error Notification page features a new URL field, where you can enter the PeopleSoft Pure Internet Architecture URL to provide for error notification by means of email. The URL of the current web server is populated in this field by default.

• The Integration Point Viewer now lists messages to select based on the node and tranaction type selected, rather than listing all messages from the table.

• The Integration Point wizard pages have been changed to improve usability.

Release 8.46

• Integration Broker setup and administration has been greatly simplified. The Integration Broker Quick Configuration page provides a centralized area for you to perform or link to Integration Broker configuration tasks.

• Integration Broker will automatically validate the Gateway URL and load the connectors.

• PeopleSoft nodes can now be set up using a simple grid interface as opposed to having to edit the gateway properties file manually on the web server. This greatly simplifies PeopleSoft node setup and allows you to avoid unintuitive tasks such as password encryption.

• This PeopleTools release enables you to configure dispatchers as master dispatcher or slave dispatchers. A master dispatcher can allocate processing to one or more slave dispatchers, thereby increasing message-processing throughput.

• The way that you create message segments has been changed to enhance system



performance and message exchange, especially when you are working with large messages tha exceed one gigabyte.

• Another performance enhancement is the ability to use multi-threading to send groups of messages in parallel.

• WSDL generated from PeopleSoft messages and component interfaces will be compliant with the Web Services Interoperability Basic Profile 1.0 (WS-I) specification. In addition, SOAP messages exchanged at runtime will also be WS-I compliant.

• PeopleSoft Integration Broker will provide web services security (WS-Security) that will:

Enable applications to construct secure SOAP message exchanges.

Associate security tokens with messages.

• Third-party application developers will be able to programmatically access information about PeopleSoft web services through the web services introspection API. This API will allow two basic functions:

A call to get a list of all web services in the system.

A call to get the WSDL for a particular web service.

• PeopleSoft Integration Broker will provide three connectors, for listening, response, and target, for use with Applicability Statement 2 (AS2) specification. You can use the AS2 listening and target connectors to transport any kind of data including, but not limited to, XML, EDI, text, and binary data. The AS2 response connector is used for handling Message Disposition Notifications (MDNs).

• When external systems send inbound transactions consisting of flat files, you can use the Inbound File Loader utility to translate the incoming files into messages and process them.

Release 8.47

• For Enterprise PeopleTools 8.47, we are continuing to focus on the interoperability between Enterprise Integration Broker and Oracle BPEL Process Manager, an effort carried forward from PeopleTools 8.46.

• PeopleTools 8.47 supports using Oracle Application Server (OAS) as a Java Messaging Service (JMS) provider when using the JMS listening connector and the JMS target connector.

• In Enterprise PeopleTools 8.47, if a JMS queue or JMS topic on which the JMS listening connector is listening becomes unavailable, the JMS listening connector will try to reestablish connection to that queue or topic.

Release 8.48

• PeopleTools 8.48 features a services-oriented architecture for integrations. Users create services and service operations that contain message, routing information and processing logic. You create processing logic using application classes and then associate the logic to service operations using PeopleCode handlers. Users then use



wizard-driven pages for generating, providing and consuming WSDL with integration partners.

• In this PeopleTools release, transaction IDs, which uniquely identify transactions, replace publication IDs (pub IDs) from previous PeopleTools 8.4x releases.

• Beginning with this PeopleTools release you now create and manage messages and queues (formerly message channels) using a PeopleSoft page.

• You can now create container messages and add one or more message parts to the container message.

• Several enhancements were added to services security, including the addition of web service security (WS-Security) and a unique transaction ID in a web sercies addressing (WS-Addressing) SOAP header.

• The Integration Metadata Backport utility enables you to backport a limited amount of PeopleTools 8.48 integration for use with prior PeopleTools 8.4x systems.

• PeopleTools 8.48 supports integrations with BPEL process-based services.

• PeopleTools 8.48 supports creating services from PeopleSoft component interface records and their corresponding methods.

• The Node Definitions page features a new Default User ID field that is used web services security. If a web service request comes into the system without a user ID specified, the system checks the default user ID specified. If that user ID has clearance in the PeopleSoft system, then PeopleSoft honors the request.

• The Node Definition page features a WSIL URL field used in conjunction with introspection and deployment validation on external nodes.

• The IB Throttle Threshold field enables you to enter a value to limit the number of requests sent to the node per dispatch.

• The Node Definitions page displays new External User ID and External Password fields when enabling WS-Security on external nodes.

• When creating XSLT transformation programs you can launch the Oracle XSL Mapper from an XSLT step in an application engine transformation program.

• PeopleSoft Integration Broker provides a DMS handler type that serves as a bulk loader to insert data. This handler is available when working with async one-way service operation types that contain rowset-based messages.

• PeopleSoft Integration Broker supports the ability to create dedicated slave pub/sub servers called static slaves, where users can create domain(s) with nothing but dedicated slave pub/sub servers.

• If an outbound synchronous request fails you can throw a framework exception leading to a message box error and subsequent component roll back of the transaction.

• A new PSADMIN parameter, Load Balance Interval, enables you to resubmit failed transactions for processing.



• The same PSADMIN parameter used to resubmit failed transactions, Load Balance Interval, can be used to configure queue load balancing.

• Several target connectors delivered by PeopleSoft are now segment-aware and can be used when sending message segments to integration partners.

• The AS2 listening connector and target connector implement correlation IDs in message disposition notifications (MDNs). This enhancement applies to asynchronous messages only.

• The HTTP target connector features a new property call SOAPUpContent that wraps outbound message content in SOAP format. This connector is also now segment-aware.

• PeopleSoft provides you with the ability to create inbound and outbound integrations with enterprise resource planning (ERP) systems. These integrations are accomplished using a combination of PeopleSoft Integration Broker and adapters included in a third-party tool, iWay SOAPswitch. IWay SOAPswitch is an installation option during the PeopleTools installation.

• iWay SOAPswitch 5.5.3 includes an enhanced Oracle Applications Adapter that now enables you to expose any stored procedure or customer table as a web service. Prior to this release the Oracle Applications Adapter enabled you to integrate only using interface tables.

• For PeopleTools 8.48, PeopleSoft has upgraded to new versions of Apache Xalan and Apache Xerces. Apache Xalan is an XSLT processor for transforming XML documents into HTML, text, or other XML document types. Apache Xerces is an XML parser.

• With this PeopleTools release flat file processing using service operations has replaced processing using messages.

• With this PeopleTools release the runtime message schema validation capability that existed in the Message Schema Builder in previous PeopleTools 8.4x releases has moved to the new Services Schema Validation component.

• All Integration Broker security is now based at the service operation Level. Queue security, formerly channel security, has been eliminated so the Queue Status component will allow any user to run or pause queues.

PeopleSoft Integration Utilities Release 8.4

• In PeopleTools 8.4, you can take advantage of file layouts to move data between your PeopleSoft database and external systems (data interchange), using flat files as the transmission medium.

• You can use file layouts to export hierarchical PeopleSoft data to several flat file formats.

• You can use file layouts to map incoming hierarchical file data directly to PeopleSoft tables.

• You can use file layouts to preview and troubleshoot the input data and its formatting



before importing it.

• You can use file layouts to automatically generate the Application Engine and PeopleCode programs needed to perform data import.

• You can use file layouts to use batch processes to perform large volume data import and export.

Release 8.43

• PeopleTools 8.43 adds parsing support in “preview” mode and runtime for all comma-separated value (CSV) types.

• This release adds parsing support for Excel CSV specifications.

• When importing a file into a PeopleSoft database and no decimal place is specified for numeric values in the file, if the new option Imply Decimal Place is selected, the system will add a decimal place to numeric values based on the decimal value specified in the field definition.

• When creating a CSV or XML file using the File Layout definition in the PeopleTools 8.43 release, the system automatically pads the decimal places with zeros when amounts do not have values beyond the decimal point.

Release 8.45

• EDI Manager will become a deprecated product with the next major PeopleTools release.

• New parameters have been added to the Simple Post utility.

Release 8.46

• A new Integration Broker Event Tester allows developers to test messages, subscription PeopleCode, or any Integration Broker event in the web browser. Using this feature requires no setup of a receiving database and no “publish and subscribe” server processes configured and booted on the application server.

• You will be able to use a new Schema Builder to generate message schemas and validate messages against message schemas for rowset-based and nonrowset-based messages. During schema validation, PeopleSoft Integration Broker will check inbound or outbound messages at runtime to ensure that the XML structure is valid according to the specified schema. If Integration Broker encounters any invalid messages, it will generate errors and notify you of any discrepancies.

• The Schema Tester Utility enables you to validate rowset-based and nonrowset-based messages against message schemas during development to determine if messages adhere to defined message schemas.

Release 8.48

• The Integration Broker Handler Tester replaces the Integration Broker Event Tester in PeopleTools 8.48. The Handler Tester allows developers to test service operation handlers. Using this feature requires no setup of a receiving database and no publish and subscribe server processes configured and booted on the application server.



• The Generate SOAP template utility enables you to create a SOAP template for any service for which WDSL has been generated. This SOAP template can then be used in the Handler Tester, Transformation Tester or Send Master to test SOAP messages.

• The following enhancements have been made to Send Master:

Headers are changed to reflect service operations.

Support for additional IBInfo Headers fields.

Support for testing attachment functionality as provided in PeopleTools 8.48.

Support was added for testing JMS messages with Oracle Application Server as JMS provider.

Support for topics has been added for JMS messages.

• Ability to test PeopleTools 8.48 as well as previous versions.

Workflow Technology Release 8.4

• This release of PeopleSoft Workflow includes major enhancements for ad-hoc Workflow notifications, including a Notify toolbar button that can be added to any PeopleSoft component, and notification templates that can incorporate values from a component page as well as pre-defined text.

• This release of PeopleSoft Workflow supports the Blackberry pager system.

• The combination of Generic Templates and PeopleCode application classes can be used by application developers to extend the delivered notification features for a specific application.

Release 8.41

You can set up access to PeopleSoft pages in Workflow so that you can view them through activity guides, or through standard PeopleSoft menu navigation.

Release 8.43

• When you create a worklist routing for an activity, you can use worklist records to control what fields of information the system stores for each work item and in what order the work items appear.

• You can now filter by user when searching on the Worklist Detail and Worklist Summary pages.

• There is a new option, named Delete Pooled WL When Select, which allows the user to specify when the pooled worklist is to be dropped from another's queue.

• With PeopleTools 8.43, items have been added to the results in the search dialog box for the Worklist Entry Updates page to help narrow the search for unique items.

• For PeopleTools 8.43, slight modifications have been made to the reassigned worklist



item behavior. New options have been added to the Worklist System Defaults page concerning the resubmission.

Release 8.48

• In PeopleTools 8.48, PeopleSoft PT_WORKLIST web service enables third-party systems to create and monitor PeopleSoft worklist entries using web services. This web service provides the capability for the Workflow application to receive a worklist entry from an external system for a task that is to be completed by a PeopleSoft Enterprise application. When the worklist entry is marked complete, the Workflow application returns a reply message to the external system.

• Use the Web Profile Custom Property, noDefaultSignonForWorkflow to control if a user will see the default signon page after clicking a workflow link. When set to true, the system disables Public Access for workflow notification URLs. By default, noDefaultSignonForWorkflow is set to false.

PeopleSoft MultiChannel Framework Release 8.42

• This release offers the PeopleSoft MultiChannel Framework, which includes a unified agent console to manage voice (CTI), email, chat and generic interactions. This is designed mainly for customer service applications.

• In this release, the PeopleSoft MultiChannel Framework enables applications to retrieve email from a mail server and route the email to users or agents best suited to handling them.

• Applications can now offer "Live Help" request buttons that will initiate a web chat session with a user or agent best best suited to help.

• Applications can now route and queue generic events such as workflow notifications to users who are best suited to responding to them.

• This release includes a "Universal Queue" to queue and route interactions.

• This release includes a new PeopleCode application package and built-ins to develop custom applications on this framework.

• This release includes new PSADMIN options to enable the MCF servers.

Release 8.43

• Improvements to the Real-time Event Notification (REN) server have been introduced to improve security.

• PeopleTools 8.43 consolidates all REN server administration pages, reducing administration time.

• The HTML chat functionality delivered in PeopleTools 8.42 has been extended to popular instant-messaging networks, allowing an external user to participate in a business transaction through instant messaging.



• There are two new parameters for MCF cluster tuning, max_refresh and max_no_reply.

• In PeopleSoft CTI, when making an outbound call, a URL can now be specified to bring up a popup page.

• In PeopleSoft CTI, when making an outbound call, a context ID is attached to the call data, which can be used to relate the outbound call to the PeopleSoft application context.

• The configuration for setting up Cisco for popup windows has been enhanced with two new parameters.

• In this release, a CTI agent on a Genesys switch system can choose on the agent customization page whether to automatically log out when the console is closed.

• CTI events are now logged in by the MCF logger in addition to MCF events.

• The PeopleSoft MultiChannel Framework email channel functionality now includes a new connector property, MCF_Force_Download_Attachments, which enables downloading attachments that might otherwise be interpreted as text, and enables reading of non-ASCII attachments.

• Integration Broker threshold behavior has been changed slightly to make the email channel behavior more predictable and to decrease the number of emails that are downloaded to the repository.

Release 8.44

• The universal queue API enables applications to determine the properties of a task and track its progress through the queue cycle. Administrators can maintain tasks that overflow or escalate without regenerating new task IDs. This universal queue API enhancement also enables administrators to monitor metrics for agents, tasks, and queues.

• Enhanced real-time event notification (REN) server security conforms to security for all browser requests by requiring that server-based REN server clients send an encrypted token identifying the REN server permissions of that server or its current user. Posts to the REN server from other PeopleSoft servers require the new encrypted token. The topics that these servers can use to post events are secured using permission lists defined for each server. The encrypted token timeouts in a manner consistent with the single-signon token timeout.

Release 8.45

• The PeopleTools 8.45.02 patch supports access to long email attachment URLs from PeopleTools 8.44 database records. The PeopleTools 8.45 release uses new records that permit longer email attachment URLs than in previous releases.

• After PeopleTools 8.45, the PeopleSoft CTI agent console applet currently provided with PeopleTools will be deprecated and replaced by a JavaScript API.

Release 8.46

• This release includes an update to complete server-side CTI. All CTI functions, whether



from an agent or a supervisor, are enabled through PeopleSoft pages without any dependencies on client-side plug-ins, downloaded utilities, and so on.

• This release includes an update to the Supervisor Desktop functionality. This includes real-time queue statistics that provide a supervisor a complete view of agents, queues, and activities in real-time.

• This release includes an update to the Agent console. The console is now built on a Java-script API, allowing for a large range of customization to match the application to each individual customer need.

• This release includes an update to HTML email, such as enhanced handling facilities, both for inbound and outbound HTML.

Release 8.47

• PeopleSoft CTI has been enhanced to transmit DTMF data and handle outbound calls froms an automated system.

• A new REN server configuration parameter, “mtu_size” is added in PeopleTools 8.47, which improves the performance of REN server communications with the PSMCAPI interface.

• New methods have been added to the JSMCAPI class, the Callback event, and the Line Caps method.

Release 8.48

• PeopleSoft MultiChannel Framework (MCF) uses the broadcast function to broadcast a notification message. This function is typically used by a supervisor to send a notification message to specific recipients based on the parameters that are provided by the sender. Broadcast notifications can be sent system-wide, cluster-wide, queue-based, task-based, or activity-based.

• PeopleSoft MCF now enables a secure channel of communication between the clients and the REN server by enabling Secure Sockets Layer (SSL) on the REN server using OpenSSL. The SSL protocol runs above TCP/IP and below higher-level protocols, such as HTTP and IMAP4.

• In PeopleTools 8.48, PeopleSoft MultiChannel Framework (MCF) uses third-party multi-channel routing systems to offer a wide range of channels of communication to empower PeopleSoft applications, like CRM. In the third-party system, the queue is the logical storage unit for representation of a work item and there is no difference between logical and physical queue. The third party develops the universal routing system to route email, voice, chat, and generic tasks. PSMCAPI provides an interface to the third-party routing system that enables communication between various PeopleSoft components and the third party.

• This enhancement enables PSMCAPI/JSMCAPI to extend 'Mute' functionality to the Voice channel. The agent can mute the phone, just like pressing the mute button on the phone pad, so that the other party cannot hear the voice from the agent side.

• PeopleSoft MultiChannel Framework (MCF) extends PSMCAPI and JSMCAPI to provide



statistics interfaces for chat, email, and generic tasks. This enhancement enables publishing for chat, email, and generic channels along with voice.

Release 8.49

• The following parameter has been added to the renclient.properties file: psmcapi_heartbeats_to_miss. It is the number of PSMCAPI heartbeat intervals to wait before removing a non-responsive client.

• The following sample pages now feature an Error Messages/Information grid where any error messages and related information for a process will display: CTI Console, Agent Console, and Sample MCF Agent Console page.

Business Interlinks Release 8.4

• You can now include custom headers and set proxy authentication in the XML design-time plug-in for the pshttpenable runtime plug-in.

• You can now include the ISO country code in the Session.Connect() method, which enables the object adapter to determine the country code to be used during processing.

Release 8.43

• You can specify whether or not redirection will be allowed at a merchant URL.

• You can write an XML design-time plug-in and set it up on Business Interlinks.

Release 8.45

PeopleSoft Business Interlinks is a deprecated product. Support will be maintained for this product, but no new development will be produced for PeopleSoft Business Interlinks. Documentation for PeopleSoft Business Interlinks will not be published in future releases beginning with PeopleTools 8.45.

PeopleSoft advises that you use PeopleSoft Integration Broker's synchronous request and response functionality in place of PeopleSoft Business Interlinks.

PeopleSoft Component Interfaces Release 8.4

• The external API has been replaced with Java object Adapter for COM and C++.

• You can synchronize Component Interface properties with PeopleSoft Mobile Agent.

• PeopleCode component interface templates can be generated for the programming languages C++, Java, Visual Basic, and PeopleCode.

Release 8.41

PeopleSoft introduces a new session object method similar to the existing connect method, connectUsingCountryCd, which passes the ISO country code so that the object adapter can determine the country code to be used during processing.



Release 8.43

• For PeopleTools 8.43, there is a new property, OAType (referring to object adapter type), which enables you to detect possible data type mismatches between the database and the component interface object.

• In this release, CopyRowset* functions for component interfaces now detect the language code on PSCAMA, improving language processing.

Release 8.44

• The Excel to Component Interface utility now supports the uploading of data in multiple languages by specifying the PeopleSoft language code in ExcelToCI.exe.

• Additionally, translated workbooks are available for each delivered language.

• Other enhancements include the ability to wrap columns on templates that have more than 256 columns, and the option to specify an error threshold for each chunk of data that is uploaded.

• The Excel to Component Interface utility has undergone extensive usability and user-interface enhancements for this release.

Release 8.45

The Excel to Component Interface utility requires the Visual Basic 6.0 SP5: Run-Time Redistribution Pack and MSXML (Microsoft XML Parser) 4.0 Service Pack 2. This utility is available only for Microsoft Office 2000 and specifically needs the Microsoft XML parser, msxml4.dll.

Release 8.46

Starting with Enterprise PeopleTools 8.46, the message node is now available for component interfaces. If you have defined SOAPTOCI against multiple nodes, a row for each node appears for each component interface.

Release 8.48

Enterprise PeopleTools 8.48 enables you to validate component interfaces. Validation ensures that a component interface's structure is still valid.

PeopleSoft Mobile Agent Release 8.4

• As part of PeopleTools 8.4, PeopleSoft Mobile Agent extends the functionality of the component interfacesto define synchronizable component interfaces, the building blocks of mobile pages. Developers are now able to define pages similar to PeopleSoft Internet Architecture pages to appear on mobile devices.

• As a runtime environment, PeopleSoft Mobile Agent supports applications ported to mobile devices, such as PeopleSoft CRM Mobile Sales and PeopleSoft CRM Mobile FieldService. These applications allow mobile users to work with the data they need in the field using the familiar PeopleSoft 8 look and feel, and then to synchronize their



updates with their network server when it’s convenient.

Release 8.41

• PeopleSoft Mobile Agent 8.41 supports a new PeopleCode event, OnValidateSet, which expedites synchronization processing of large data sets.

• PeopleSoft Mobile Agent 8.41 gives you the ability to can transfer databases between mobile devices by stripping the device-specific data from the database.

• Mobile Agent dynamic enumerations enable the value displayed in one field to be dependent on the value in a related (referenced) field. This is the mobile version of display control/related field for PIA pages.

Release 8.42

• PeopleTools 8.42 adds a device resident programming capability to PeopleTools Mobile Agent in the form of PeopleCode-Mobile Edition. PeopleCode-Mobile Edition is a specialized form of the PeopleCode programming language meeting specific processing needs for mobile applications, working within the Mobile Agent architecture.

• New functionality in PeopleTools Mobile Agent supports PocketPC Phone Edition, enabling sales and service professionals to seamlessly use mobile web services to synchronize their PeopleSoft applications and to manage business opportunities more efficiently while offline. In addition, new features for PocketPC Phone Edition include one-touch dialing, which enables the mobile professional to dial any contact from within their PeopleSoft mobile applications.

• Users of mobile applications can send and receive file attachments.

• PeopleTools Mobile Agent now supports HTML areas, including the HTML Tree.

Release 8.43

• Increasing the jolt connection timeout value in pstools.properties has increased the default time for the synch server timeout from 120 seconds to 600 seconds. This new timeout value should provide sufficient time to complete a bootstrap synchronization. This setting can be set higher if timeouts persist. Higher settings have no adverse effects on performance.

• To support large attachments, you can increase the size of the memory available to the web server Java VM.

• To support Mobile Time and Expense, the Mobile Agent now passes all rows (historical, current, and future) that are effective dated to the mobile device during synchronization. This feature will achieve a more accurate calculation of expenses that are based on effective dated records.

• The multi-language support for the Mobile Page Designer has been improved. The List View and Detail View labels in the Mobile Page Designer now reside in the related language table: PSMPDEFNLANG and PSMPCONTDEVLANG. You can translate those labels through the related language record.



• When you define a field on a mobile page, you can establish the default properties for the field based on the related views. You can indicate whether the field is visible in the List View. In addition, you can specify whether the field in the Display View is invisible and/or for display only. This feature provides the flexibility to hide certain fields in one view while displaying them in another.

• You can take advantage of four system-provided conflict resolution algorithms for PeopleTools Mobile Agent.

• To better distinguish the group labels from field labels in the Detail View and List View, we use the PSGROUPBOXLABEL style for the laptop display, which uses different colors and text alignment.

• This release enhances Object Browser so, where possible, all the values for instances or classes are human readable instead of just object Ids. Also, the Object Browser uses a tree layout to show the hierarchy.

• You can now hide a content reference on the PDA but display it on the laptop, and vice versa. Depending on the device type setting encoded in the URL property, you can choose to display or hide certain content references in your application.

Release 8.44

• Changes to component interface OnSelect PeopleCode and synchronization server functionality used in PeopleTools Mobile Agent synchronization streamlines full synchronization of business data. Using the new filtered synchronization capabilities has shown dramatic improvements in business data synchronization times, and significantly less network traffic load.

• The existing Update Business Data and Update Applications synchronization options are enhanced to expedite data synchronization.

• Enhanced conflict resolution options simplify data synchronization.

• A new component interface Synchronization property is added that enables data structures to be available and maintainable on the mobile device but never synchronized back to the server.

Release 8.45

• PeopleSoft Mobile Agent received user experience enhancements that result in streamlined application navigation. These enhancements help to reduce user click counts within mobile applications.

• A new navigation aid has been added to mobile pages to enable you to transfer between components.

• You can now add a calendar prompt to any search prompt that is based on a date field.

• This enhancement gives developers the ability to create a drop-down list box instead of the standard prompt list prompt for any reference.

• Developers can now use the Edit in List View option to enable users to add rows and create edits directly in the table.



• A new option has been added to the Mobile Page Collections Property dialog box enabling developers to hide the list view header on a mobile page when necessary for usability purposes. The list view header sits on top of a list view and allows the user to navigate to the next group of items in a list view, view all items, or go to the last group of items in a list view.

Release 8.49

A new parameter has been added to the psmobile.ini file for turning off HTTP 1.1 if necessary.

Analytic Tools The analytic tools area contains these new feature lists:

• PeopleSoft Process Scheduler.

• PeopleSoft XML Publisher for PeopleSoft.

• PeopleSoft Optimization Framework.

• PS/nVision.

• Crystal Reports for PeopleSoft.

• PeopleSoft Cube Manager.

• PeopleSoft Query.

• PeopleSoft Tree Manager.

• SQR for PeopleSoft.

PeopleSoft Process Scheduler Release 8.41

• PeopleTools 8.41 includes new Data Mover process type definitions for the executable program PSDMTX.EXE.

• A document titled Securing Report Repository with HTTP has been posted to Customer Connection. This document contains step-by-step procedures on how to restrict access to resources on the web server. Look for this document in Support, Documentation, Documentation Updates, PeopleTools.

Release 8.42

• Window Report delivery is a new feature in PeopleTools Reporting. A new application server process, PSRENSRV, is required and acts as a special web server to deliver report results to a new browser window. A copy is also sent to the report repository so that it can also be viewed using Report Manager. If multiple processes are selected to run, a new browser window will open for each process.

• You can configure Process Scheduler to process documents using Winword.



• Several changes have been made to improve the performance of Process Scheduler’s purge process. This includes making the update of statistics optional.

• The chunk size for reading files is now configurable with a default of 4096 KB.

• The output type Web is now valid for Winword processes. The output document will be posted to the report repository in Microsoft Word (*.doc) format.

• A new Save on Refresh option has now been added to the Process Monitor page.

• When changes are made to any of the parameters in the SMTP section of the process scheduler configuration file (psprcs.cfg), the effect is immediate, occurring even before the updated configuration file has been loaded by PSADMIN.

• Reports that are generated outside of the PeopleSoft Process Scheduler either by being run manually, or initiated by a third-party process scheduler, can now be posted to the Report Repository using a new PostReport PeopleCode class object.

Release 8.43

• You can now use using the PSADMIN utility to define long path names in the Process Scheduler configuration file.

• When running multiple Process Schedulers, each with its own report repository, against the same database, all file from all repositories will now be deleted.

• The procedures for configuring a REN Server have been updated.

• PeopleSoft now automatically archives the Process Scheduler configuration file whenever it is changed.

Release 8.44

• For process requests, distribution information is now saved with the run control.

• When a report is triggered with an output type of Window, the status of the process now appears in the new browser window before displaying the results.

• The option Use Schedule Date/Time as Start Date/Time enables users to select whether they want recurring processes to run only at the times specified or to run in catch-up mode. For example, this option is used if processes are scheduled after the run time, or if servers are down when the processes should run.

• Several new options have been added to the process definition pages to assist in managing processes.

• Several new options have been added to the job definition pages to assist in managing processes.

• Several changes have been made to enhance the Process List page in the Process Monitor. More information was added for process status.

• New buttons were added that allow you to obtain information on recurring processes and scheduled jobsets.



• You can now set CPU and memory thresholds for each server on the Process Monitor server list.

• You can designate a master scheduler on the Process Monitor server list

• The Server List page of the Process Monitor now includes a column named Active, which shows the number of active processes. This value is updated based on the PeopleSoft Process Scheduler server agent sleep time.

• The way you view and delete reports in PeopleSoft Process Scheduler report manager has changed. You can now link to the Message Log page from the Report Detail page.

• When you use the System Purge tab in the system settings to have PeopleSoft Process Scheduler perform a periodic purge, it now triggers the Application Engine program PRCSYSPURGE. This program purges both the Process Request table and the Report Manager table. As part of the Report Manager cleanup, it also purges the reports from the Report Repository table and archives the data into the Report Archive table.

• Previously, if the report output contained characters outside the EBCDIC invariant character set (such as accented characters required for Western European languages) and PeopleSoft Process Scheduler was running on OS390, you needed to use HTTP to transfer reports to the repository because the File Transfer Protocol (FTP) transfer option did not correctly transfer report output containing those characters. This problem has now been fixed.

• In the PSADMIN utility, the Show Status of a Process Scheduler Server option has been enhanced to include more information.

• A new Dismiss Dialog option has been added to the nVision section of the PeopleSoft Process Scheduler configuration file. This allows you to kill unattended dialog boxes generated from PS/nVision in batch mode.

• A new Trace Level option has been added to the nVision section of the PeopleSoft Process Scheduler configuration file. This new option enables web users to indicate whether they want the system to generate nVision-specific trace and log files.

• The TraceSQL 1024 bit is now used to enable the tracing of diagnostic messages returned by the DB2/390 %UpdateStats() command.

Release 8.45

• When you access the Report Manager List page, a warning message appears if more than 1,000 rows are available for display on the Report Manager List page. You should then use filtered values to narrow your search in order to minimize the data retrieval time.

• To provide more information for users to view, the List tab in the Report Manager is now the default tab instead of the Explorer tab.

• We have added a new report-specific argument for Crystal. The argument, -CPI, sets the character per inch parameter when you export a file to text. If the value is not set, a default of 12 is used.

• In support of PDF font linking or embedding for SQR output on zOS/OS390, a new meta-



string is now available for use in a shell JCL template. This meta-string, %Sqrini%, is used to identify the initialization file in the SQR process.

• In PeopleTools 8.45, there are several new parameters in the Process Scheduler configuration file.

• For PeopleTools 8.45, we have added four new Run Control subpages for the application developers to use. These subpages are based on the existing PeopleTools subpages that we currently deliver to the applications. In addition, there are two new buttons related to these subpages.

• The Distribution icon on the Distribution Detail page has been replaced by a link.

• For job notification messages, you can now select a message type for Warning messages.

• In PeopleTools 8.45, you can put multiple processes on hold at the same time and restart them simultaneously. The Restart option is now available for the Hold status.

• To ensure that any user passwords or access IDs are not displayed in any pages, job notifications or logs when scheduling from outside PeopleSoft, you can replace the actual values of the passwords with meta-strings.

Release 8.46

• In PeopleTools 8.46, there is a new remote call parameter, RCCBL PRDBIN, in the Process Scheduler Configuration file, which specifies the location of COBOL executables.

• With Enterprise PeopleTools 8.46, in order to use the search button to view the processes by process name on the Process List page, you must first select a process type in the Type drop down list box.

Release 8.47

A new parameter (SaveTempFile) has been added to the Process Scheduler Configuration File in the PS/nVision Section, which allows you to control whether to save or delete temporaray reports.

Release 8.48

• z/Linux is now supported as a Process Scheduler platform for your PeopleSoft Enterprise 8.9 applications.

• With the integration of Oracle XMLP technology into PeopleTools 8.48, PeopleSoft delivers a new Process Type of XMLP for PeopleSoft XML Publisher. The Generic Process Type for XML Publisher is AppEngine.

• You can now run Crystal Reports XI report definitions using BusinessObjects Enterprise XI through the PeopleSoft Process Scheduler. Crystal 9 report definition files can be converted to Crystal XI format and published into the BusinessObjects Enterprise XI Report Repository using the PeopleTools Crystal 9 to Crystal XI Report Conversion Utility.



• The Message Log on the Report Manager Detail page and the Message Monitor in PeopleSoft Integration Broker will reflect the use of Transaction ID instead of Publication ID (Pub ID). You can use the transaction ID to monitor the status of a sent message in PeopleSoft Integration Broker.

Release 8.49

A ScheduledQuery-DirtyRead option has been added to the configuration file. This setting indicates if dirty reads are enabled. Setting this to 1 enables the application server to read uncommitted data from a table.

PeopleSoft XML Publisher Release 8.48

The Oracle XML Publisher for PeopleSoft Enterprise is a template-based reporting solution that separates the data extraction process from the report layout and allows the reuse of extracted application data into multiple report layouts.

Select features of the Oracle XML Publisher have been integrated into and enhanced for use with PeopleTools.

Release 8.49

• Template Builder has been updated to version 5.6.2.

• A new Application Engine program, PSXPCLEAN, is available to clean up orphaned XML Publisher files. This program examines PSFILEDEFN, PSFILEDATA, PSXPTMPLFILEDEF and PSXPTMPLTRINFO and finds unreferenced objects in PSFILEDEFN, template definitions and template translations for which file objects are missing, and inconsistencies between PSFILEDEFN and PSFILEDATA records (tables).

PeopleSoft Optimization Framework Release 8.4

The optimization framework is a new feature for 8.4. PeopleSoft Optimization Framework (POF) provides a foundation for building applications that use optimization-based decision-making capability within the PeopleTools environment. POF allows applications to specify an objective, define business conditions, and set resource constraints. POF then applies advanced mathematical modeling and solution techniques to find high-quality solutions that fit the input criteria.

Release 8.43

• PeopleSoft Optimization Framework provides an optimization engine that is integrated into the PeopleSoft architecture. This enables PeopleSoft applications that may need optimal decision making to readily access optimization functionality without leaving the PeopleSoft application environment.

• PeopleSoft Optimization Framework is currently used by PeopleSoft Supply Planning applications (previously known as Enterprise Planning and Production Planning applications). This supersedes the Red Pepper products and enables optimization functionality to be used without the need for any code to be deployed on client machines,



delivering benefits for both users and administrators.

Release 8.44

• PeopleTools 8.44 enhances the PeopleSoft Optimization Framework to allow PeopleSoft to develop and deliver optimization-based applications in PeopleCode, by using an application-specific optimization PeopleCode plug-in. If an application is delivered with the Optimization PeopleCode plug-in, you can adapt the plug-in to a variety of different optimization tasks using the enhanced problem type definition and several new PeopleCode elements.

• When you use Data Mover to move data from one database to another, it is quite often the case that the versions of problem instance data and the PSOPTSYNC table are out of synchronization. You can now use the new Synchronize Table Versions button to synchronize the PSOPTSYNC table with the optimization tables.

Release 8.45

The optimization interface method, IsModelActive, was added to the OptInterface class.

PS/nVision Release 8.4

• Navigating to PS/nVision on the web has changed with Release 8.4. PS/nVision is now a second level portal folder placed below the Reporting Tools folder, with four subfolders below it.

• Portal folders can be used to organize nVision report results into meaningful groups. When creating a report request with the output option of Web, you can select the top level folder, and then define a sub folder where the report result will be posted. Sub folders can be created dynamically by using nVision variables to generate the folder names, or statically by entering the actual folder name. Sub folders will be created under the selected top level folder and can be viewed from Report Manager.

• Report scopes can be defined using business unit keyed trees by adding a valid business unit to the scope definition. A setID must still be entered as the key field for the scope, and the business unit entered is used for selecting business unit keyed trees.

• Previously, when using PS/nVision on the web, pages did not require Business Unit as a search parameter. Business Unit Row Level Security has now been implemented for financial databases, so Business Unit will be a required search parameter for nVision process requests, report books, and scope definitions. PS/nVision on the web supports row level security by either user ID or permission list that customers choose for PeopleSoft Financials.

Release 8.42

• When entering Filter criteria on a layout with Selected Detail Values option, nVision now validates the value.

• When you use PS/nVision on the Web to create a report request, the output type



dropdown list now includes the option Window. When this option is selected, the report result is delivered to a new browser window. A copy is also sent to the report repository so that you can also view the results from Report Manager.

• When selecting to DrillDown on a report from the Web, the user now has the option to select to send the report to Report Manager, or deliver the result to the browser window.

Release 8.43

You can now drill down on the web for a report that has been run as file output. To use this feature you must enter a value of 1 for a new option, EnableDrillDownForFile, which has been added to the nVision section of the Process Scheduler configuration file.

Release 8.44

• PS/nVision has been enhanced to provide greater robustness and stability. You can now run multiple concurrent nVision processes that access the same layout in batch mode.

• Configurable tracing has been added to allow nVision users to show the process flow when running an nVision report.

• The configurable features EnablePollDialogs and PollDialogSeconds have been added to allow detection of unattended dialog boxes displayed by the nVision or Excel processes during batch mode and dismiss them. You can determine whether to use this feature and how often to check for dialog boxes.

• In previous versions, nVision report requests were public, allowing everyone to run or modify them. In this release, report requests are private by default when they are created. Users can share report requests with users or roles they select.

• PS/nVision has been enhanced to perform error checking and handling more efficiently, making it more robust.

• When you make changes to a report request, it is automatically saved when you run the request. To save a report request without running it, click the Save button. It is not possible to make a change to a report request without saving it.

Release 8.45

• In PS/nVision 8.44, the Dismiss Dialog feature sometimes failed to dismiss unattended dialog boxes when the Tuxedo mode was noninteractive or network account. In PS/nVision 8.45, this issue has been resolved.

• We have provided an Excel macro, UpdateNvsDrill.xls, for updating drill-down links, such as web server domain name, port number, or servlet path required to access web server resources in the PeopleSoft environment, after a PeopleTools upgrade.

Release 8.47

• In prior PeopleTools releases, web drilldown from an Excel report (using the DrillToPIA add-in) did not work if the report sheetname had spaces in it. This has been fixed in 8.47. However, do not use special characters such as ‘ , " , < , > , [ , ] , / , \ , * , ?.

• The SaveTempFile parameter allows you to save or delete the temporary reports that are



created when running nVision to email, print, or web output.

• The table that stores nVision report definitions (PS_NVS_REPORT) now has a related language table, so the descriptions of the reports are translatable.

• The example page and records provided for utilizing nVision’s Scope-based distribution has been expanded to help provide a more flexible and practical solution.

• Drilling down on nVision reports over the web has been made more robust. For example, issues with Excel 2003, spaces in sheetname, tabular/matrix sheets, have been addressed.

Release 8.48

In previous releases, clicking on the “Go back to Report Request” link on the Process Monitor page takes you back to the nVision Report Request “Search” page. But, in PeopleTools 8.48, clicking on the “Go back to Report Request” link takes you back to the Report Request definition that was just run. If you want to run a different Report Request, click on the “Return to Search” button, which takes you to the Search page.

Release 8.49

In PeopleTools 8.49, when running an nVision report request through the web, changes can now be made to the report request without those changes automatically being saved upon hitting the “Run Report” button. This enables the user to run ad hoc reports.

Crystal Reports for PeopleSoft Release 8.4

• Previously, PeopleSoft Process Scheduler failed to run a crystal report if CRWRPTPATH was set to point to multiple directories. CRWRPTPATH has now been enhanced to allow the entry of multiple directories.

• With Crystal Reports, you can apply advanced formatting to the output of your queries. If you have access to the Windows version of Query Designer, you can run queries directly to Crystal Reports from Query Designer. This option is not available from web based Query Manager or Query Viewer. However, users who don’t have the Windows query can schedule a predefined Crystal Report to run on a Process Scheduler server, and the results can be routed to PeopleSoft Report Manager.

• Previously, although PeopleSoft Query excludes fields with the Not Used attribute turned on, the associated Crystal Report still contained them. This has now been fixed, which allows you to inactivate selected chartfields and still be able to run Crystal Reports containing those chartfields. However, the column label will still appear on the report.

Release 8.41

You can link a subreport to the main report either as an implicit link or an explicit link. An explicit link allows you to link a field in the main report to a parameter field that you have created in the subreport.



Release 8.42

Previously, Crystal Report fields, which are locale sensitive, used the system locale of the report server. These fields now use the locale settings of the user printing the report regardless of the report server system locale.

Release 8.43

• PeopleTools 8.43 includes a paginated text output format for Crystal Reports.

• When you are running a Crystal report that has runtime prompts in PeopleSoft Internet Architecture (PIA), you can input the values either by hard-coding static values in the Process Definition page, or by creating a PIA page to gather values from the users and dynamically passing them into the Command Line.

Release 8.44

• Instead of Crystal Reports 8.5 for PeopleSoft, Crystal Reports 9 for PeopleSoft will be shipped with PeopleTools 8.44.

• This new version offers several enhancements, such as a greater number of concurrent server processes, full Unicode support, and more localized versions (including Spanish). It also includes custom templates, improved export to Microsoft Excel, component reuse for faster report design across reports, and custom functions that enable you to create custom calculations.

• Customers using Crystal Reports 9 for PeopleSoft will not need to modify any existing reports but will need to run a one-time conversion program to update the database driver information stored in their Crystal Reports files.

• PeopleSoft Process Scheduler passes parameters to PSCRRUN (the process that executes the reports) as command line arguments. For this reason, the text of any prompt values is limited to the code page of the operating system. However, because Crystal 9 supports Unicode internally, any Unicode data coming from fields in the database or labels within the report files is supported, regardless of the codepage of the operating system.

• Crystal 9 exports reports as Microsoft Word documents using the rich text format (RTF). This format more closely matches reports as they are seen in the Crystal application.

• The PeopleSoft system enables you to use a single Crystal Report server for all languages, by taking advantage of Unicode support, locale formatting, and the PSToWords function.

• At this time you cannot run the Crystal 8.5 version of the APY6011 report through Process Scheduler using PeopleTools 8.44 and Crystal 9. PeopleSoft has created a new Crystal 9 version of this report which you can run through Process Scheduler using PeopleTools 8.44 and Crystal 9.



Release 8.45

At this time you cannot run the Crystal 8.5 version of the APY6011 report through Process Scheduler using PeopleTools 8.45 and Crystal 9. PeopleSoft has created a new Crystal 9 version of this report, which you can run through Process Scheduler using PeopleTools 8.45 and Crystal 9.

Release 8.46

• Crystal Enterprise has been added as an optional feature for our reporting and analytics capabilities in Enterprise PeopleTools 8.46. Adopting Crystal Enterprise will allow you to view, create, and consume custom-built reports over the web

• Crystal Live Office allows you to embed report content into Microsoft Office documents (Word, PowerPoint, and Excel) and refresh the data whenever necessary.

• You can create reports that give a rich interactive experience over the web. Interactive capabilities include drilling, filtering, reordering, generating tables of contents, and so on.

• Users of Crystal Reports 10 can continue to create reports on the Windows client desktop. However, users can now open reports from Crystal Enterprise and create new ones as well. Leveraging the Query Access Services developed by PeopleSoft, users can now preview their Crystal Reports before saving them either in a local folder or in Crystal Enterprise.

• Crystal Reports for PeopleSoft Enterprise will also provide a security plug-in that enables single signon between PeopleSoft and Crystal Enterprise by synchronizing the users and roles.

• Query Access Services provide streaming query data to Crystal Enterprise to build reports.

• The PeopleSoft Enterprise tab has been added to the Crystal Enterprise Authentication page to enable the Crystal Enterprise administrator to perform a variety of authentication tasks.

Release 8.48

• PeopleTools 8.48 supports an optional integration with BusinessObjects Enterprise XI Release 1 under certain circumstances. PeopleSoft applications are delivered to work with the Crystal Reports 9 runtime environment. If you are using PeopleTools 8.48 and using PeopleSoft applications at Releases 9 or higher, you can optionally use the BusinessObjects Enterprise XI runtime environment to run and view your reports.

• An enhanced Enterprise PeopleTools 8.48 Installation: Crystal Reports is provided by PeopleSoft for installing and configuring Crystal Reports and optionally BusinessObjects Enterprise XI for use with your PeopleSoft application.

Release 8.49

Crystal Reports 9 is the standard option, Crystal Reports XI and BusinessObjects Enterprise XI Release 2 is optional, and PeopleTools 8.49 does not integrate with Crystal Enterprise 10.



Cube Manager Release 8.42

Previously, PeopleSoft Cube Manager only supported the language of the user when building an Essbase cube. The Language Code field, which is displayed on the Essbase Advanced Options page, can now be used to add additional languages.

PeopleSoft Query Release 8.41

• PeopleSoft now supports native Excel for scheduled queries. This will improve the output format for numbers, dates, and so on.

• A new optional Query Access List Cache batch process is now available for users who work with Query Manager, Crystal Reports, and PS/nVision. When the access list cache is enabled, the time taken by the system to retrieve the queries that match the search criteria entered is greatly improved.

• Query Monitor allows you to observe query performance and usage. Workflow queries are now excluded from these statistics due to the large volume that can be run as part of workflow processing. Therefore, care should be taken to insure that workflow queries are as efficient as possible.

Release 8.42

• When you download multiple queries to Excel through the Web, each result’s URL is unique, so the second query will not overwrite the first query.

• A new option, Windows Character Set, has been added to the Manage Installed Languages page. When selected, will encode the query results downloaded to CSV to the charset corresponding to the language code.

Release 8.43

• In PeopleTools 8.17, the method for which query designer generated Eff Date Logic SQL for a query was changed. Due to numerous requests, PeopeSoft has reverted back to the original functionality, which is to only generate criteria for Eff Date Logic for key fields, which physically occur before the EFFDT field in the record. Any keys located after the EFFDT field in the record will not be included in the Eff Date Logic.

• Previously, a browser timeout would occur when trying to select values from a table that contained a large amount of data. A new Search option is now available, which uses a wildcard to limit the amount of data returned.

• PeopleSoft 8.43 includes the new Enable Auto Preview feature. Enable Auto Preview alleviates the need to click the Rerun Query link on the Preview page each time you want to preview the query’s most recent changes. When this feature is enabled, your query automatically runs each time you click the Preview tab.



Release 8.44

• To reorder the criteria for a query in previous versions, you needed to delete all criteria and redefine the criteria in the desired order. In PeopleTools 8.44, simply click the Reorder Criteria button on the Criteria page and enter the desired order.

• You can click URLs in query results and automatically access an associated web page.

• In previous versions of PeopleSoft Query, when using the In Tree and Not in Tree comparison operators, you needed to scroll through lists of trees to select the desired values. With the release of PeopleSoft Query 8.44, you can select values using standard search functionality. This enhancement significantly reduces the amount of time required to select these values.

• With the release of PeopleSoft Query 8.44, you can search for queries and records by using either the enhanced Basic Search function or the new Advanced Search function. Advanced searches enable you to narrow your search by entering search strings for any or all search criteria.

• You can also store your most frequently used queries in the My Favorite Queries list.

• The Query Monitor feature has been renamed to the Query Administration component, and includes several new features, such as Query timeout, new administration page predefined searches, new administration page query statistics and features, and new executing page predefined searches, features, and query statistics.

• If you have access to workflow queries, you can save queries as the new Archive query type. These queries are generally used only by PeopleSoft Data Archive Manager.

• Run a query directly to a Microsoft Excel spreadsheet instead of first downloading to HTML and then converting the HTML version to Excel.

• If you use the Windows NT or Windows 2000 or Macintosh operating systems, you can set your downloaded queries to open in browser windows instead of in the Microsoft Excel application. To set this in Windows, select the XLS file type in the folder options and select the check box labeled Browse in same window. When this check box is cleared, downloaded queries open in the Microsoft Excel application.

• The documentation for PeopleSoft Query 8.44 provides new guidelines on adding formulas to newly-inserted columns after downloading queries to Excel.

• Microsoft Excel spreadsheets can contain a maximum number of 65,536 rows. If the spreadsheet cannot include all of the rows in a query, then the first row displays (in red text) the total number of rows of the query that are included in the spreadsheet.

• You can easily create left outer joins using the Left Outer Join feature in PeopleSoft Query.

Release 8.45

• Prior to Enterprise PeopleTools 8.45, any table in the database could be used as a prompt table for a prompt in PeopleSoft Query. PeopleSoft 8.45 allows administrators to limit the records allowed to be used as prompt tables in query.



• In PeopleSoft Query 8.45, the Edit Field Ordering page, which was used to change the column order and/or sort order for multiple fields, has been replaced by the Edit Field Column Order and Edit Field Soft Order pages.

• PeopleSoft has enhanced the procedure for selecting values when creating criteria that use the Constant expression type or In List condition type. In PeopleSoft Query 8.45, you will be required to use the prompt function instead of the standard Search function to select values for these criteria. This enhancement will reduce the possibility of needing to manually search through identical values and also resolves issues related to row level security, effective dating, dynamic views, high order key lookups and incorrect row counts.

• PeopleSoft Query 8.45 allows administrators to enable or disable query statistics on a system wide basis.

• When using the Schedule Query page in PeopleTools Query 8.45, if you have one or more Asian languages installed you can select the desired language for the query using the Asian Font drop-down list box. This drop-down list box appears only if you have one or more Asian languages installed.

Release 8.48

• With the integration of Oracle XMLP technology into PeopleTools 8.48, PS Query results can serve as a data source of the same name for PeopleSoft XML Publisher.

• The interface used for reordering and sorting query fields and columns has changed, reverting back to the interface of PeopleTools 8.44.

Release 8.49

PeopleTools 8.49 supports dirty reads with PeopleSoft Query. Dirty Reads mode, also called Read Only mode, enables you to configure your servers to avoid table locking while running PeopleSoft queries. When Dirty Read mode is enabled for PeopleSoft Query, the performance is increased as queries do not lock on other INSERT and UPDATE operations.

PeopleSoft Tree Manager Release 8.41

• Previously, when a user selected to branch or unbranch a tree, the action was completed instantly. A warning message is now displayed, which gives the user the opportunity to cancel the action. The tree will be branched and saved automatically if a user selects 'Yes'.

• Renaming the root node may cause problems such as navigating to the tree branches. To prevent users from doing so, the edit data image is no longer available for that node. The edit levels functionality is still available using the Tree Definition Page.

• New tree levels are not automatically created in non-root branches when a tree node is moved, or a new tree node is added.



Release 8.42

To prevent creating a corrupted tree, the Tree Import utility now checks for invalid tree node names, including those containing invalid characters such as “?” and “*”.

Release 8.43

• You can improve performance for large trees, (over 40,000 nodes) by increasing the heap size on the web server, and also increasing the Tuxedo receive timeout to 72000 in the web server pstools.properties file.

• Performance has improved on branch trees for following operations:

Branching and unbranching tree nodes that have a large number of descendents

Switching levels

Moving nodes (Cutting and pasting)

Inserting new nodes

• Tree viewer searches have been improved so that for a tree with several branches, only the main tree is displayed.

• Edit checks are now performed when the user modifies the range of a detail value.

Release 8.44

• Previously, nodes and leaves could lose their descriptions when users attempted to use the Save As or Copy command on a tree for an effective date earlier than the current tree’s effective date. The users now receive a warning.

• When users drag objects beyond the visible area of the Netscape browser window, the browser automatically scrolls, allowing the user to view the appropriate node or leaf on which to drop the object.

• Multiple users can work in the same environment and on the same tree or branch without the risk of losing individual work due to saving conflicts.

• The tree audit programs can now be set up as a recurring process to automatically run against the most current version of a single tree or multiple trees.

• In previous versions of PeopleSoft Tree Manager, when you dragged and dropped a tree node, it always became a child of the node on which it was dropped. You can now drag and drop a node as a child or a sibling.

• More appropriate labels appear on many pages of PeopleSoft Tree Manager and tree elements are easier to read.

• Breadcrumbs in PeopleSoft Tree Manager provide different information than breadcrumbs in other PeopleTools applications. In PeopleSoft Tree Manager, breadcrumbs show the parent-child relationships between the currently selected object and its parents; they do not show the navigation that you have taken through the tree. The algorithm of breadcrumbs generation for parent branches has been enhanced.

• TreeMover can now export/import all types of trees.



Release 8.45

• With the Enterprise PeopleTools 8.45 release of PeopleSoft Tree Manager, users will be locked out of the PeopleSoft system during the tree import process for a shorter period of time as compared to earlier releases of PeopleSoft Tree Manager.

• In previous releases of PeopleSoft Tree Manager, if you selected the Replace Tree if Exists option to import a new tree over a preexisting tree, you may have lost your original tree if the import file was corrupted. With the Enterprise PeopleTools 8.45, you will not lose your original tree in a similar situation.

• The placement and names of some of the PeopleSoft Tree Manager menu items have been revised in all portals except the Employee portal. With these changes, the placement and names of PeopleSoft Tree Manager menu items are now identical in all delivered portals.

• The Tree Audit Reports link, which navigates to the Batch Report page, has been renamed Repair Tree Reports.

Release 8.46

• To expedite the auditing process, the “Auditing All Default Values” group box has been added on the Performance Options page.

• We have improved the import and export processes for large trees when using TreeMover.

Release 8.47

Previously, page numbers were not updating correctly when inserting a new tree object on a tree. To correct the problem, instead of displaying a database counter for tree objects we now display the current in memory counter.

Release 8.48

• Sending a TREE_CHANGE message every time tree changes are made is now optional. To improve performance, you can choose not to send a TREE_CHANGE message whenever you change a tree definition. Sending a TREE_CHANGE message is the default setting.

• A TREE_CHANGE message is published every time tree definition is changed. If applications want to use TREE_CHANGE message they must enter a subscription event through Application Designer.

• To create a subscription PeopleCode the users will create an application package and an application class that implements PS_PT: Integration: INotificationHandler interface. This application package PeopleCode is tied to the TREE_CHANGE message through a service operation handler.



SQR Release 8.41

• We now include Unicode support for DB2-UNIX in the PeopleTools 8.41 release.

• If you want to change the location where images for SQR reports are stored, you can specify the directory by modifying references to this directory in the PSSQR.INI file.

• In PeopleTools 8.41, SQR on OS/390 now enables you to send output formats (such as LP) to generation data group (GDG) on the mainframe.

Release 8.44

• The performance of SQR has been improved overall on all platforms; in particular, the performance on IBM z/OS has been doubled.

• Support for representing data in Thai character sets now provided.

• Support for font linking; this allows the appropriate list of fonts to represent appropriate Unicode characters in results.

• SQR now supports font-linking for PDF output. In previous releases, a single font number (specified in the program using DEFINE-PRINTER or ALTER-PRINTER) is mapped to a single font. In PeopleTools 8.44, a single font number can be mapped to up to 10 fonts. This feature enables SQR to provide better global reporting support.

• SQR now supports PDF output using TrueType fonts (including OpenType fonts with TrueType metric data). TrueType fonts are always embedded in PDF documents as a subset.

• For z/OS (OS390) customers, SQR now supports the DECIMAL=COMMA ZPARM parameter. PeopleSoft developers have created a parameter that can be added to the PSSQR.INI file that instructs SQR to automatically insert a space after any comma that is not in a text literal string.

Release 8.45

• TrueType font embedding is now supported by SQR running on z/OS. However, the Font Path parameter under the TrueType Font section is not supported for z/OS. If you're on z/OS, you need to specify the full path to each entry.

• SQR for PeopleSoft now supports configurable space allocation for datasets on the z/OS platform. The space allocation can be defined at the process level.

PeopleSoft Analytic Calculation Engine Release 8.46

• In Enterprise PeopleTools 8.46, the functionality provided by Business Analysis Modeler (BAM) will be available in a new, fully integrated PeopleTools component, the PeopleSoft Analytic Calculation Engine. The key objective of replacing BAM with the PeopleSoft Analytic Calculation Engine is to improve the total cost of ownership issues associated



with BAM.

• The Model Designer will be integrated into PeopleSoft Application Designer.

• While BAM supported only the Windows platform, PeopleSoft Analytic Calculation Engine will support all of the platforms that will be supported by Enterprise PeopleTools 8.46.

• Because PeopleSoft Analytic Calculation Engine is fully integrated into PeopleTools, you install and configure PeopleSoft Analytic Calculation Engine during the PeopleTools installation.

• PeopleSoft Analytic Calculation Engine does not use a data mart and instead uses the data that will exist in the application database. This feature enables developers to use PeopleSoft Analytic Calculation Engine in tandem with other PeopleTools such as Application Engine, Query, PS/nVision and Crystal Reports for PeopleSoft.

• While BAM contained a full COM-based API, it did not contain any PeopleCode APIs. PeopleSoft Analytic Calculation Engine will contain a complete set of PeopleCode APIs.

• When PeopleSoft released a new version of BAM, developers needed to perform a separate, non-PeopleTools-related BAM upgrade process. With PeopleSoft Analytic Calculation Engine, developers will be able to upgrade to new versions of PeopleSoft Analytic Calculation Engine by simply performing the standard PeopleTools upgrade.

• In BAM, developers needed to create XML-based page views in order to display BAM data in a browser. These page views gave the appearance of integration with PeopleSoft, although these were not actually integrated. PeopleSoft Analytic Calculation Engine enables developers to place analytic grids in PeopleSoft Pure Internet Architecture pages to display analytic model data, providing a full integration.

• In addition, several functional enhancements were made, including support for hierarchical dimensions (using PeopleSoft trees), improvements to calculation performance, and improvements in data sparsity management.

Release 8.47

• Optimization models and the RenServer use JVM for asynchronous loads. Previously, JVM was loaded into the Analytic Server even when neither of these was being used. Currently, when there is only an Analytic model listed in the problem definition, the plugin is neither created, nor initialized.

• All values with decimals are now consistent across all database platforms. The data shown on the Grid and GetData are the same. For example, a value such as 1000.89999 rounds up to 1000.90.

• Records based on dynamic views can now be Scenario Managed. For these records the associated SQL should contain a meta string for qualifying the analytic instance.

Administration Tools The administration tools area contains these new feature lists:

• Data Management.



• Security Administration.

• System and Server Administration.

• PeopleSoft Performance Monitor.

Data Management Release 8.42

• Records defined using Data Mover EXPORT and IMPORT commands can have a maximum of 250 total columns and now can have multiple long columns within the limitations for long columns set by your database platform.

• There are now two ways to generate SQL for data archiving. The SQL Designer page is useful for generating and editing the SQL that will be used to perform the archive process. In addition, you can count the number of rows that will be affected by the current archive process, import or export SQL, and check for duplicate rows that the SQL is affecting.

• When archiving to flat files, the system automatically adds the file path name for each record. This saves you from having to enter the file path name manually for each record in an archive.

Release 8.43

• PeopleTools 8.43 includes a new ability to create trace files for Data Mover on UNIX.

• The tlscopy.sqr is no longer needed to perform the alter on a recfield rename. To write the change to the system tables, use PeopleSoft Application Designer to alter the tables.

Release 8.44

• Today many organizations use third-party solutions to archive large volumes of data from their production databases. The new tool called PeopleSoft Data Archive Manager (included with PeopleTools 8.44) is the common and preferred method to archive high-volume data across all PeopleSoft applications. PeopleSoft Data Archive Manager supports specific archive formats in order to meet certain regulatory requirements such as JFMIP, NARA, GAO and NIST. Because the new archival functionality is included with PeopleTools, it can reduce customers’ third-party software license and maintenance costs. Data Archive Manager enables administrators to generate archive templates using PeopleSoft Query. With the release of PeopleTools 8.44, the Archive Data tool that was delivered with PeopleSoft 8.40 through 8.43 is a deprecated feature.

• PeopleSoft Diagnostic Framework is designed to facilitate the diagnosis and resolution of incidents by PeopleSoft Global Support Center (PeopleSoft GSC). It enables the critical system data to be packaged and sent to PeopleSoft GSC without the need for IT intervention. This reduces administration overhead and enables PeopleSoft GSC to quickly solve customer issues.

• In PeopleSoft Data Mover, the maximum number of columns for each table has been increased from 250 to 500. Records defined using IMPORT and EXPORT can now have



a maximum of 500 columns and multiple long columns within the limitation for long columns set by your database platform.

• A new SQL Informational Trace option has been added to Configuration Manager - Trace page that allows you to report on informational messages returned by SQL commands.

Release 8.45

• The Data Mover EXPORT command includes an optional WHERE modifier. You can use WHERE to compare strings or characters to determine which data to export.

• The PeopleSoft Data Archive Manager user interface has undergone a significant revision. It’s now easier to navigate and more consistent.

• A new system audit (SYSAUDIT) test is available for security integrity: SEC-29. Some applications can erroneously generate duplicate rows in which PORTAL_PERMTYPE field of the PSPRSMPERM record is blank, which can prevent saving a copy of a permission list. The SEC-29 query checks PORTAL_PERMTYPE for valid values.

• Microsoft SQL Server 2000 maps each database using a set of operating system files. Filegroups are logical containers that enable the database files to be grouped together for administrative and data placement purposes. Because of the large number of tables and the complex IO patterns of a PeopleSoft database, you must consider the placement of the data files carefully to maximize performance.

• Depending on the issue at hand, PeopleSoft GSC might need to investigate the values of specific subsets of transaction data. To facilitate this, Diagnostic Framework now supports dynamic prompting from diagnostic plug-ins.

• Diagnostic Framework now supports the use of rowsets to output results in a more easily formatted and readable form.

• You can choose to display diagnostic results as HTML in a browser, or as an email report. The email report is generated in both HTML and XML format on the local application server.

• The PeopleCode with which you develop diagnostic plug-ins is considerably enhanced to support the new Diagnostic Framework features. The PTDiagnostics application class has been redesigned to provide a consistent interface to the new features.

Release 8.46

• The name and location of the trace file have changed. After running PeopleSoft Data Mover, look for the generated trace file in PS_HOME\log\APPSRV.LOG.

• Options have been added to the Archive Data to History page to copy data from history tables back to transaction tables and to audit the number of rows in the record that meet your criteria.

• There are several new SYSAUDIT queries for Optimization Integrity.

• To reduce locking and contention, PeopleTools executables including PSPRCSRV (Process Scheduler) and PSDSTSRV (Distribution Server), no longer use persistent cursors (CURSOR WITH HOLD) by default. For those executables that still require the



use of persistent cursors, you can turn them off by using the application server configuration file.

Release 8.49

• The new PEOPLECODE-7, PEOPLECODE-8, and PEOPLECODE-9 reports were added to check for referential integrity among application package PeopleCode.

• The new RECORD-14 report was added to check for invalid PSRECFIELD.FIELDNUM entries.

• The new XMLP-11 report was added to check for file data not referenced by file definitions. The new XMLP-12 report was added to check for File definitions not referenced by File data. For both reports, the solution is to run the PSXPCLEAN Application Engine program to delete orphan file definitions.

• The QUERY-27 report was modified to identify the queries that reference query translate fields that have been incorrectly modified to a non-translate type.

• The OPSEC-28 security report was renamed to SEC-28.

• The SEC-30 report was modified to check for missing users in the PS_ROLEXLATOPR table.

• Data Archive Manager now supports archiving of records with LONG, IMAGE, and ATTACHMENT columns.

• EnableDBMonitoring is now supported for DB2 LUW.

Security Administration Release 8.41

• With release 8.41, you may now schedule Data Mover scripts through Process Scheduler. This can be useful in scheduling audit routines or extracting data from the PS database. Additionally, logs and data files generated by Data Mover can be posted to the Process Scheduler Report Repository so that they can be viewed through either Process Monitor or Report Manager.

• To comply with requirements for DB2/OS390, the Tablespace Utility now includes both tablespace name and database names when you define a tablespace using the Tablespace Management page.

Release 8.42

• In order to prevent accidental modifications to objects belonging to PeopleTools, all PeopleTools objects have been locked down using object security in PeopleTools 8.42. This change was made in order to reduce the impact of PeopleTools-only upgrades.

• To increase security in PeopleTools 8.42, Single Signon will not work if you set the authentication option to None when setting up node definitions. Instead, you must use Password or Certificate.



Release 8.43

• To optimize navigation, the default time page held in cache (METAXP) has been increased from 20 minutes to 900 minutes. This change affects the General Options in Personalizations.

• PeopleTools 8.43 uses the new table PSPSWDHISTORY to store the number of passwords defined on the Security Policies page, which enables you to track recently used passwords and prevent the reuse of the three most recent passwords.

• PeopleTools 8.43 includes a script, DispOnly.sql, which allows you to grant permission to all pages and menus.

Release 8.44

• Pluggable encryption augments the existing support for encryption in prior versions of PeopleTools. This technology enables you to secure critical PeopleSoft application data and communicate securely with other businesses. It enables you to extend and improve cryptographic support for data in PeopleTools, and it provides strong cryptography with the flexibility to change and grow by incrementally acquiring stronger and more diverse algorithms for encrypting data.

• You can enable an application to automatically apply roles to users using LDAP.

• The Entrust/Toolkit for Java was previously used for securing application messaging using SSL in prior versions of PeopleTools. The security features such as JCE, JSSE, and JAAS are now integrated into JRE/J2SE 1.4.1. PeopleTools 8.44 replaces Entrust and uses these new features instead.

Release 8.45

• PeopleSoft pluggable encryption technology (PET) includes the OpenSSL plug-in, which supports several new OpenSSL algorithms for handling digital signatures. These algorithms are available when you load the OpenSSL encryption library into the PET database.

• You can now access and specify values for the digital certificates and private keys that are already available in the PeopleSoft keystore.

• PeopleSoft provides a new page for testing the encryption profiles you create: the Test Encryption Profile page. Use this page to ensure that your encryption profiles produce the expected results.

Release 8.46

• Before you can view and modify a Query access group tree definition, you need to locate the correct tree definition. Query Access Manager provides improved search criteria for locating a query tree definition.

• If you anticipate that dynamic role updates on your PeopleSoft system will involve large amounts of data, you can reconfigure the DYNROLE_PUBL Application Engine program which performs the updates, so that it uses alternate versions of the associated PeopleCode, message, and channel to chunk the role data into more manageable



pieces.

• With Enterprise PeopleTools 8.46, we now support authentication using Oracle Internet Directory (OID). In addition to directory-based authentication, roles can be dynamically assigned to a user at signon time based on OID group membership. Both SSL and non-SSL connections to the directory server are supported. When configuring your LDAP directory server to work with your PeopleSoft applications, Oracle Internet Directory now appears as an option in the Directory Product drop-down list on the Directory Setup page.

• PeopleSoft provides a component interface named PRTL_SS_CI that enables external applications to seamlessly integrate a single signon solution with the PeopleSoft portal applications. This ensures that users who have already signed in to the portal don't have to sign in again for every system you reference in your portal.

• There are new personalization options for the analytic server framework, for the customize page, and for page header caching.

Release 8.47

• You now have the option to use the single-signon feature of Oracle Identity Management. Using Oracle Internet Directory (OID) as a common repository for user credentials enables single-signon between Oracle and PeopleSoft Enterprise applications without requiring re-authentication.

• PeopleTools offers the enhanced Triple DES encryption algorithm. The PSCipher text encryption utility has been enhanced to provide robust Triple DES text encryption for user IDs and passwords stored in configuration files. And, PSCipher also offers the ability to generate unique encryption keys with a built-in versioning system.

• PeopleSoft provides a new page named Purge Inactive User Profiles. It enables you to purge inactive users from your system.

• With Enterprise PeopleTools 8.47, OpenSSL is designed to load always, regardless of the configuration file status. If the configuration file is invalid, an error message appears.

Release 8.48

• In previous releases, web service requests were authenticated at the node level. With PeopleTools 8.48, you can now secure web services at the user-level, providing greater flexibility and granularity.

• Improved triple DES encryption has been implemented throughout PeopleTools in various locations, such as Configuration Manager and PSADMIN. The improved encryption provides increased protection for sensitive text strings, such as passwords and connect passwords. Except for the Configuration Manager, the changes are transparent and do not require any additional configuration steps.

• There is a new option in the Web Profile definition, New Session Upon Signon, that allows you to specify that, a successful signon will always sign on to a new web server session. This prevents a hacker from planning a session for a particular user and the user signing into to the fixed session.



System and Server Administration Release 8.41

A new timeout warns users when their browser session is about to expire; then, they have the option of continuing with their current session by clicking the OK button in the warning message. If the user does not respond within two minutes, the session ends and the expired connection page opens. As in the past, the user can then return to the PeopleSoft signon page. You can change the default settings for this feature in the configuration.properties file.

Release 8.42

• You can start WebSphere as a Windows Service.

• PeopleSoft Ping is a utility (PeopleTools, Utilities, PeopleSoft Ping) providing performance status of multiple processing layers.

Release 8.43

• Application server configuration files for previous versions of PeopleTools can be applied to a PeopleTools 8.43 application server. This enables an administrator to rapidly reproduce an existing environment on the new version of PeopleTools.

• PeopleTools 8.43 includes improvements in application server robustness, such as a utility to “clean-up” after the application server is shut down, and a process to periodically monitor the health of application domains.

• Application server configuration files are now automatically archived in a new sub-directory, <PS_HOME>\appserv\domain name\archive.

• This release includes enhancements to detect and kill orphaned application server processes.

• New options have been added to the configuration properties file, including a timeout option and a browser URL option.

• You can use the Log Analyzer utility to analyze and report errors in the activity.log file.

Release 8.44

• Many customers administer and maintain more than one PeopleSoft environment (for example, development, test, training, production and more). Environment Management Framework in PeopleTools 8.44 enables an administrator to view all PeopleTools environment information, including installation, configuration, and update information, from a single location.

• There are two other peers available in PeopleTools 8.44: PeopleSoft Change Assistant and the Environment Management Viewer tool. Change Assistant uses Environment Management Framework to receive update and configuration information that is published in the hub by the agents. You need to use environment management for updates and fixes, but not for a full enterprise upgrade. The Environment Management Viewer is a diagnostic tool intended for creating a snapshot of the information published to the hub.



• The Gather Utility facilitates communications between PeopleSoft GSC and customers regarding technical questions or issues. PeopleSoft GSC directs you to the Gather Utility when problems arise. You can also use a self-service website to run this utility and submit relevant information about your problems or issues.

• You can now quickly configure your domain by using the Quick Configure option at any time, not just the first time you create the domain. In addition, when you select the detailed configuration option, all the values that you enter are saved until you modify them again.

• A number of SYSAUDIT integrity tests have changed for the current release, and new queries have been added to several of the tests.

• In PeopleTools 8.44, the default recycle count for production configuration in PSAPPSRV has been increased from 2000 to 5000. This reduces the effective usage of the cached objects that are accumulated through the application server process.

• Verity's search capabilities have been improved in this release with the inclusion of Verity's most recent release of its industry-leading search engine.

• When you set the trace-log character set value to UNICODE using PSADMIN to configure a domain, the Appserver and Process Scheduler processes create log files in Unicode format (UTF-8).

Release 8.45

• The Cache Settings section of the application server domain configuration includes new parameters that allow you to conditionally determine whether you want to do certain logging from your application, and to specify the maximum size of the memory cache.

• The PSTOOLS Options section of your application server domain configuration includes new parameters that allow you to specify additional options to be passed to the Java Virtual Machine (JVM) that's loaded by the PSAPPSRV process, and to suppress details in SQL errors.

• You can restrict access to a web resource for a single server configuration of PIA when using BEA WebLogic Server. When in production, a multiserver configuration would be used to accomplish this with your managed server instance of PIA, PIA1, and so on.

• For consistency with BEA WebLogic and simplicity, IBM WebSphere is now also delivered with the key management tool pskeymanager instead of iKeyMan. You use pskeymanager to complete the tasks needed to set up SSL on WebSphere 5.1.

• In PeopleSoft Configuration Manager, the nVision tab includes a new field, Trace Level, with which you indicate whether you want PS/nVision to generate independent trace log files of two-tier activity, and at what level, for each nVision process.

• There is a new PeopleTools option called Save Error is Fatal. Select this option when you have nonrepeatable PeopleCode logic in your application's SavePreChange or Workflow PeopleCode. In previous releases, PeopleSoft applications were coded to assume that errors during save are always fatal, but the current PeopleTools release no longer behaves this way. Use this option to ensure predictable behavior with your application without having to modify your older application code.



• In the current release, the PeopleSoft Internet Architecture (PIA) configuration of BEA WebLogic Server has been expanded to take advantage of WebLogic’s managed server architecture. During PIA setup, you can choose between two different WebLogic domain configurations: a single-server domain and a multiserver domain. In addition, a multiserver domain can be expanded across multiple machines using the distributed managed server option.

Release 8.46

• You configure tracing for PeopleCode and SQL events by setting the TraceSQL and TracePC trace options in PSADMIN, and on the PeopleSoft Configuration Manager Trace tab. The trace information, including timestamps, is written to a log file.

• There are several new and updated application server domain parameters. For example:

You can enable the encryption of data messages between client workstations and the application server, or between client workstations and the web server.

You can specify the time for a client connection to remain idle before BEA Tuxedo terminates the client connection.

You can specify where RemoteCall can find the COBOL executables.

You can specify the character set to use for processing external data on the UNIX application server, such as configuration file and log file name and body, and attachment filenames.

Release 8.47

With Enterprise PeopleTools 8.47, the Oracle Application Server 10g is supported, giving you an additional web server option. All capabilities currently provided by PeopleSoft running on IBM WebSphere and BEA WebLogic also will be available on Oracle Application Server. Oracle Application Server 10g offers a comprehensive solution for developing, integrating, and deploying your enterprise's applications, portals, and web sites. It is all based on a powerful and scalable J2EE server, complete business integration and business intelligence suites, and best-of-breed portal software. As the only platform designed for grid computing and providing full Service-Oriented Architecture (SOA) lifecycle support, Oracle Application Server gives you unmatched scalability, availability, manageability, and security.

Release 8.48

• With PeopleTools 8.48, PeopleSoft is adding support for Oracle Application Server 10g 10.1.2.02.

• With PeopleTools 8.48, we support OracleAS Web Cache as a reverse proxy server (RPS) to the Oracle Application Server. OracleAS Web Cache can be installed as a standalone component or enabled within Oracle Application Server.

• The Oracle database support includes this enhancement. In previous releases, the %UpdateStats meta-SQL construct resolved to ANALYZE TABLE statements. With Enterprise PeopleTools 8.48, PeopleSoft has implemented the DBMS_STATS package.

• PeopleSoft supports the latest Oracle locally managed tablespace (LMT) syntax to control segment space allocation. A Locally Managed Tablespace (LMT) is a tablespace



that manages its own extents maintaining a bitmap in each data file to keep track of the free or used status of blocks in that data file. Each bit in the bitmap corresponds to a block or a group of blocks. When the extents are allocated or freed for reuse, Oracle changes the bitmap values to show the new status of the blocks.

• The PeopleSoft Tablespace DDL Automation Assistance Tool is available to assist in optimizing DDL exclusively for the DB2 UDB for the zOS platform. The tool allows greater flexibility in overriding the default DDL parameters for DB2 zOS, and allows enhanced control over the placement of tables among tablespaces and tablespaces among databases.

For PeopleSoft Enterprise 9.0 applications, the tool replaces the previously delivered "enhanced" installation scripts, which isolate Application Engine temporary tables and other tables intended to be used with the %UpdateStats meta-SQL function to individual tablespaces. This tool generates DDL to isolate these tables to individual tablespaces, automatically.

• Each record of the type Temporary Table is defined as a VOLATILE table in DB2 Version 8. This definition takes advantage of DB2 version 8 optimizer’s enhanced capability to formulate efficient index access paths for those tables that hold volatile data without relying on current table statistics. There is no VOLATILE table in DB2 Version 7.

• PeopleSoft is extending the Verity search options with PeopleTools 8.48, with the following Verity search configurations supported:

Verity running natively inside the application server.

Verity running as an auxiliary companion process managed by the application server. This implementation provides search support on platforms where Verity is available, but cannot be linked to the application server.

Remote Search Domain. When no Verity support is available on the application server deployment platform, a Tuxedo Search Domain deployed on a platform supported by Verity will perform searches.

• By default, in PeopleTools 8.48, Jolt session pooling is enabled. This enables web server connections to be shared between user sessions. Sharing web server connections reduces the usage of system resources, such as threads and file descriptors.

• With PeopleTools 8.48, a number of changes have been made to the failover and load balancing features. We provide new options for configuring failover and load balancing. The options, set by modifying the psserver parameter in the configuration.properties file, include the following:

Weighted load balancing

Strict Failover with Weighted Backup

Strict Failover with Sequential Backup

• An enhancement was made to the application server and web server such that PSWATCHSRV now detects and terminates processes that remain in the “idle” state during exiting or recycling. PSWATCHSRV uses a new directory beneath the domain directory in which each server process writes a file before exiting (named by PID) that



PSWATCHSRV uses to determine if the process is idle.

• Server processes hung during application server startup will reach a timeout period and be shut down.

• On UNIX, in the event of an application server crash, a more detailed set of information is available in log files for troubleshooting.

• To improve the performance of the application server, we have enhanced our caching mechanism to enable administrators to pre-load file and memory cache used by the application server domain.

• We have added parallel start and stop of application server processes. To make booting an application server domain more efficient, using a parallel boot enables you to have each server process within a domain start at the same time, rather than one after the other (serial).

• A new option, Percentage of Memory Growth, makes the recycling of a server process dynamic as opposed to using a static Recycle Count.

• New SYSAUDIT queries and a new Record audit query were added for Integration Broker and XML Publisher for PeopleSoft Enterprise.

• With PeopleTools 8.48 data management has been improved with the introduction of selective restore functionality for archived data. You can now restore data that had been archived with Data Archive Manager back to production tables based upon different select criteria than what you used originally to archive the data.

• A new check box, Set Focus on Save, appears on the PeopleTools Options page. If Set Focus on Save Button is selected, focus is set on the Save button when a user saves a component. If Set Focus on Save Button is not selected, focus is set on the first control on the page that can assume focus when a user saves a component. By default, the option is not selected.

Release 8.49

• For Enterprise PeopleTools 8.49, Oracle Application Server 10.1.3.1 is supported. If you had used OAS 10.1.2x in previous releases, you need to upgrade.

• With PeopleTools 8.49, BEA WebLogic 9.2 is supported. Support for BEA WebLogic 8.1 is dropped.

• With Enterprise PeopleTools 8.49, IBM WebSphere 6.1 is supported. If you used WebSphere 5.1x in previous releases, you need to upgrade.

• References for the following options have been removed from the configuration file templates: TraceOpt or TraceOptMask. These trace options are no longer used.

• The following directory names have been changed:



Previous Directory Name Directory Name PeopleTools 8.49

…\DatabaseInstall …\ PsMpDbInstall

…\mpinternet …\ PsMpPIAInstall

…\PSCrystal …\PsMpCrystalInstall

…\ mpwebappdeploy …\ PsMpWebAppDeployInstall

PeopleSoft Performance Monitor Release 8.44

PeopleSoft Performance Monitor is introduced with PeopleTools 8.44 to help research performance-related issues. The PeopleSoft Performance Monitor is a PeopleTools-based application that enables administrators to store and view performance data. It is capable of monitoring the performance of multiple PeopleSoft application environments. It provides real-time and historical performance metrics and enables administrators to rapidly track and trend system response times across the various tiers of the PeopleSoft system and identify bottlenecks.

Release 8.45

• With PeopleTools 8.45, you now have an interface that enables you to focus on component performance, the Component Trace page. In previous releases it was necessary to view all of the performance information generated by the trace. The Component Trace page offers better support for performance analysis, debugging, and profiling needs of PeopleSoft components. It also offers summary views for server round trips, SQL, and PeopleCode. And, it enables you to save trace information and email it in XML format to your colleagues or PeopleSoft staff.

• Three new Performance Metric Units (PMUs) were added for Enterprise PeopleTools 8.45:

PMU 426 (Remote Call Built-in): Enables you to view information related to the PeopleCode program, dispatcher program, and the COBOL program.

PMU 427 (Deserialization): Enables you to monitor time spent on SQL deserialization activity.

PMU 428 (Serialization): Enables you to monitor time spent on SQL serialization activity.

• The PPM Monitor Buffer Size default size is now 50 MB to decrease the chances of buffer overflows.

• A variety of enhancements were added to the user interface for the PeopleSoft Performance Monitor, including:

Search pages display the Advanced Search options by default.

Display messages when a particular search retrieved no results.

Collapsible group boxes around search parameters on the pages accessed through



the Analytics and History menus. This increases space with which to display results and charts.

• A new icon appears on web server, application server, and Process Scheduler Server pages displaying graphically the current agent filter level.

• Many Performance improvements are achieved through menu pagelet caching.

• Additionally, in PeopleTools 8.45, any changes to a menu definition are immediately reflected to end-users as caching is now server-based instead of browser based

LifeCycle Management The LifeCycle Management area contains these new feature lists:

• PeopleSoft Software Updates.

• Change Impact Analyzer.

• PeopleSoft Setup Manager.

PeopleSoft Software Updates Release 8.41

• The page design for Upgrade Assistant has changed so that status differences can be indicated using icons of different color and shape.

• Database configuration in Upgrade Assistant has been modified to allow for source and target operator IDs and passwords up to 30 characters in length.

• The length for database server names in Upgrade Assistant has been changed from 20 characters to 256 characters.

• General copy options are now saved when they are entered. This change resolves a problem where the Upgrade Assistant was not using the General Options values that were defined in the Upgrade Template.

Release 8.44

• PeopleTools 8.44 introduces new tools, including Change Assistant, to dramatically improve the process of finding, analyzing, downloading and installing application patches and updates. This slashes the time required for common application maintenance tasks such as finding, analyzing, downloading, and installing patches.

• You can leverage the new Environment Management hub to gather information about your environments (including licensed products, maintenance history, and so on) and upload this information to the PeopleSoft system.

• You can download the necessary software updates from the Customer Connection website using PeopleSoft Change Assistant.

• PeopleSoft Change Assistant verifies prerequisites and determines the order to apply the software updates.



• PeopleSoft Change Assistant applies software updates with minimal user intervention, following the delivered PeopleSoft Change Assistant templates.

• Files that are included with software updates can be automatically deployed to the correct locations.

• PeopleSoft Change Assistant keeps a complete history of all software updates applied to each environment.

Release 8.46

• Change Assistant has two types of environment validation capabilities to facilitate the diagnosis of common installation and configuration problems with both EMF and Change Assistant.

Tests that verify the basic Change Assistant installation and configuration. After you have installed both EMF and Change Assistant, you can run this validation as an Installation Verification Test (IVT).

An optional validation that tests the readiness of a specific environment prior to applying a package.

• Change Assistant allows you to integrate customizations to objects in a change package, and apply the package to non-demo environments (as in, development, test, production environments, and so on).

• In Enterprise PeopleTools 8.44, creating and modifying the HTML documentation required significant manual effort by internal development teams and customers alike. To address this and improve packaging efficiency, Enterprise PeopleTools 8.46 Change Assistant allows the editing of raw HTML. This feature is especially useful when customizing the delivered documentation for the propagation process from one environment to another.

• Change Assistant and the EMF hub have been enhanced for better file deployment performance. Specifically, improvements have been made to the EMF hub transaction persistence design; the communication time between the EMF agent and the EMF hub; and, the communication time between Change Assistant and the EMF hub.

• The EMF hub performance has been improved for those systems supporting multiple environments with many EMF agents. This results in better scalability within a single EMF hub.

• Enhancements have been made to the peer ID registration rules on the EMF hub to uniquely associate each peer ID with the machine running an EMF agent. This eliminates the possibility of duplicate peer IDs, and significantly reduces the possibility of orphaned peer IDs.

• The administrator must consciously start EMF agents. Previously, it was not intuitive that our installation process would start the EM agent.

• You can unregister EMF agents (peer IDs) from the EMF hub. As you remove or retire machines from your PeopleSoft environment, this enhancement improves basic EMF hub administration by allowing the removal of invalid or undesirable peer IDs from the EMF



hub.

• Change Packager enables PeopleSoft developers to package software updates and any pre-requisites associated with PeopleSoft application updates. It also enables customers to package their own application customizations into a change project, which is then used by Change Assistant when migrating from one release or one environment to the next.

• In this release, you also have the ability to package very large projects as a change package.

• File references in Enterprise PeopleTools Release 8.44 required an absolute file path to retrieve the file. PeopleTools Release 8.46 enhances Change Packager to support variables so that customers can easily re-package PeopleSoft maintenance, after they have made their customization changes and are ready to promote the maintenance to non-demo environments.

• Customers have reported problems in configuring Change Assistant access through proxy servers and allowing downloads with their existing firewall rules. Therefore, in PeopleTools 8.46, enhancements to Change Assistant support authenticated proxy server connections. PeopleSoft supports basic and Windows domain authentication and these features were tested on Microsoft Windows ISA Server 2000.

Release 8.47

• Change Assistant can now pass the optional command line parameter, -CMXML, to generate browser reports.

• The Current Demo is now available as an option for the "Compare And Report" Step type in Change Assistant.

Release 8.48

A number of performance and usability enhancements have been added to Change Assistant for PeopleTools 8.48. To help decrease the amount of processing time needed to apply a patch or to run an upgrade, you can run Data Mover and SQL scripts on remote servers and set how many process to run concurrently. Usability enhancements include a Gantt chart option that will help customers have better insight into the individual steps associated with a patch or upgrade.

Change Impact Analyzer Release 8.48

Like Change Assistant, Change Impact Analyzer is a tool installed separately from PeopleTools, and can be run against any existing version of PeopleTools beginning with 8.19. It helps you determine the impact of specific changes you plan to make during an application upgrade. It's an interactive workbench where you can see the relationships of PeopleSoft definitions in a hierarchical view.



PeopleSoft Setup Manager Release 8.46

• Setup Manager is a tool that helps lower implementation time and in turn lower implementation costs. Setup Manager originated as a setup wizard utility that automated the table loading sequence document.

• In Enterprise PeopleTools 8.46, we have built on this foundation to provide easier and faster implementations through features such as:

Integration with the setup component interface(s) to automate the loading of data.

Categorization of setup data.

Support for some non-component based setup.

User interface design enhancements to improve usability of more complex functionality.

Import and Export Project feature resulting in migration improvements.

Task list generation resulting in performance improvements.

PeopleBooks Release 8.44

The PeopleSoft Integration Tools and Utilities PeopleBook has been discontinued. The contents of the PeopleBook have been moved to the PeopleSoft Application Designer and PeopleCode API PeopleBooks.

Release 8.45

• The Getting Started with Enterprise PeopleTools PeopleBook was added to the documentation set.

• The PeopleTools 8.44 Server Tools PeopleBook has been renamed Enterprise PeopleTools 8.45 System and Server Administration PeopleBook, and the PeopleTools 8.44 Data Administration Tools PeopleBook has been renamed Enterprise PeopleTools 8.45 Data Management PeopleBook. Both books have been reorganized.

Release 8.47

With Enterprise PeopleTools 8.47 there is not a new version of PeopleBooks. Enterprise PeopleTools 8.46 PeopleBooks are shipped with Enterprise PeopleTools 8.47. However, you can download the following PeopleBook Enhancements to the Enterprise PeopleTools 8.46 PeopleBooks from Customer Connection. These documents cover information that applies to Enterprise PeopleTools 8.47 that is not in the Enterprise PeopleTools 8.46 PeopleBooks.

Release 8.48

With Enterprise PeopleTools 8.48, the following PeopleBooks have been added to the documentation set:



• Two new PeopleBooks were added to the documentation set: Change Impact Analyzer and XML Publisher for PeopleSoft Enterprise.

• Documentation for certain products used primarily in previous releases, such as Mass Change, is no longer shipped with the software.

People Tools 840 849 Cumulative Feature Overview

Documents