What You Need to Know to Get Enabled on PeopleSoft and …docs.huihoo.com/oracle/openworld/2014/CON7505-Wha… · · 2015-01-13General •PeopleSoft Release Model •PeopleSoft

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

What You Need to Know to Get Enabled on PeopleSoft and PeopleTools

Greg Parikh Vice President , PeopleSoft Information Development David Bain Director, PeopleSoft Product Management October 2014


•What Content Exists?

•Where Do I Start?

•How Do I Access It?

3

What You Need to Know to Get Enabled on PeopleSoft and PeopleTools


A Great Place to Start The PeopleSoft Information Portal

www.peoplesoftinfo.com

4

http://www.peoplesoftinfo.com/






A Great Place to Start New Content – Upgrade Lab


5



A Great Place to Start PeopleSoft UX Guidelines


6



Show It To Me Video Feature Overviews

www.youtube.com/PSFTOracle

7

http://docs.oracle.com/cd/E47868_01/VFO/home_page.html

http://www.youtube.com/PSFTOracle


Show It To Me Over 50 PeopleSoft Video Feature Overviews on YouTube

Oracle Confidential – Internal/Restricted/Highly Restricted 8


General • PeopleSoft Release Model • PeopleSoft Update Manager Patching

Process • PeopleSoft Continuous Delivery • PeopleSoft 9.2 Information Portal

HCM and ELM • Global Search for HCM • HCM 9.2 Pivot Grids • Paycheck Modeling • Life Events • Recruiting: Candidate Gateway • Recruiting: Talent Acquisition Manager • ePerformance 9.2 • Enterprise Learning Management • Setup Overview for Mobile Company

Directory • Total Rewards • Org Chart Viewer • Talent Summary • Manager Dashboard

ERP • Supply and Demand WorkCenter • Mobile eProcurement • Supplier Hierarchy • Global Search for FMS/SCM • Mobile Inventory Manager • eProcurement 9.2 • Expenses 9.2 • Mobile Expenses • Accounts Payable WorkCenter • Cash Position and Forecast

Tools and Technology • Global Search, Related Actions,

Component Search • Using the Integration Network • Actionable Operational Analytics • WorkCenters • Pivot Grids • Mobile Approvals • Interaction Hub • iPad Certification • Forms and Approvals Builder


https://www.youtube.com/user/PSFTOracle


Let’s Hear from the Experts New Web series: PeopleSoft Talks with Marc Weintraub


9



Get Connected and Stay Informed PeopleSoft in Social Media

@PeopleSoft_Info Oracle PeopleSoft Development

Group

Oracle PeopleSoft Page Oracle PeopleSoft Channel

Click Images For More Information

Blogs

10

https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

http://www.youtube.com/user/PSFTOracle

https://blogs.oracle.com/peoplesoft/

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 11

Search for features within Update Images

New columns with helpful information and links.

What’s In It For Me? The New Online Cumulative Feature Overview Tool

http://www.peoplesoftcfotool.com/


More Details Please… Statement of Direction, New Feature Summaries, Interactive Documents


PeopleSof HCM_ELM 9 2 Update Image Overview_FINAL_Sept252014_vVideo.pdf


Help Me! Hosted PeopleSoft Online Help

13

http://docs.oracle.com/cd/E17566_01/epm91pbr0/eng/psbooks/psft_homepage.htm

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=REFERENCE&id=1061003.1


Help Me! Coming Soon – Online Help Media and more…

14


Help Me! Hosted Upgrade Site

15

http://docs.oracle.com/cd/E28611_01/InstallUpgrade_Resources_site.htm


Help Me! PeopleSoft Applications 9.2: Upgrade Strategy and Best Practices (1930037.1)


This document includes the following strategy and best practices information for your upgrade to PeopleSoft 9.2:

• Considerations for deciding when an upgrade is appropriate for your organization. • Overview of the upgrade process and upgrade options. • Guidelines for determining your upgrade path. • A framework for identifying the best possible upgrade strategy for your organization. • Best practices considerations and guidelines for each stage of your upgrade. • Strategies for future maintenance and updates to your PeopleSoft 9.2 application environment


Help Me! Secure Enterprise Search Deployment Considerations for PeopleSoft


This article provides information regarding the essential hardware and other considerations for Oracle SES and to help ensure capacity for peak concurrent usage of your PeopleSoft 9.2 environment.

Oracle Secure Enterprise Search Deployment Considerations for PeopleSoft 9.2 (Doc ID 1684035.1) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1684035.1

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1684035.1


The Technical Stuff ISR

18

https://support.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=735571.1


Get Educated, For Free Oracle Learning Library

• Getting Started on Your Upgrade

• Pivot Grids

• Integration Broker

• Search Framework

• PeopleSoft Update Manager

• PeopleSoft Testing Framework

19

http://apex.oracle.com/pls/apex/f?p=44785:1:14154650963459:::::


Hear From the Experts Transfer of Information



Right Tool for the Job User Productivity Kit (UPK)

TAKE A FREE UPK TEST DRIVE

[email protected]

21

http://www.oracle.com/us/products/applications/user-productivity-kit/pre-built-content/index.html

mailto:[email protected]




Take a Class Oracle University Training

Available Training • Training Courses • Certifications • Learning Paths

PeopleSoft Product Areas • Human Capital Management • Financial Management • Supply Chain Management • Customer Relationship Management • Enterprise Performance Management • PeopleTools

PeopleSoft Releases • Applications 9.2 • Applications 9.1 • Applications 9.0 • Applications 8.9 • PT8.54 (coming soon) • PT8.53 • PT8.52 • PT8.51

22

http://education.oracle.com/pls/web_prod-plq-dad/ou_product_category.getFamilyPage?p_family_id=24


One year subscription that includes:

All of Oracle's Training On Demand video courses for in-depth product training

All of Oracle's Learning Streams which provide fresh product content from Oracle experts for continuous learning

Live connections with Oracle's top instructors

Dedicated labs for hands-on practice


Take a Class What is the Oracle Unlimited Learning Subscription (ULS)?


Immediate Access No waiting on schedules

Unlimited Playback for 12 months

Self-Paced Features Pause, fast-forward, rewind, option to turn on sub-titles

Search Functionality Locate topics via text search

Practice Labs Access lab environments for 6 consecutive days

Access to Instructors Ask questions via email

Learn On the Go Access from any browser or tablet


Take a Class Training On Demand: In-Depth Product Training


PeopleSoft TOD offerings – June 2014



PeopleSoft Update Manager: Know It, Love It PeopleSoft Update Manager Home Page



Contact Us

[email protected]


What you need to know about

PeopleSoft delivery model

Cluster enabling technologies

Getting started with Fluid UI

What’s your CEMLI

1

2

3

4


New Delivery Model

Incrementally deliver new business value

Eliminate major upgrades

Choose when and what you want

Do not require you to stay current

Retain strategic customizations



Old

• Major upgrade every ~3 years

• No incremental changes

• Take all maintenance

• Recommend staying current

New

• No major upgrades

• Incremental changes 2-3 times/year

• Take selective maintenance

• No need to stay current


PeopleSoft Delivery Model


Proactive Organization

• Proactive Organization must create the internal business processes, practices and relationships that optimize benefits of the new delivery model, in every product phase –Planning and analysis

–System implementation

–Rollout


Find the Whitepaper Adapting to the PeopleSoft Delivery Model on www.peoplesoftinfo.com


PeopleSoft Cluster

• PeopleSoft Cluster is the way to configure multiple PeopleSoft instances so they behave like a single application

– Navigate

– Search

– Notify

– Brand

– Administer

– Integrate



Technology for the PeopleSoft Cluster


8.4X 8.51 8.52 8.53 8.54

•Homepage Assembly •Single Sign-on

•Integration Network •IB Introspection & Deployment Configuration

•Unified Navigation

•Global Search (SES)

•Unified Notification •Federated Search •Automated Configuration (ACM) •Landing Pages (Fluid UI) •Branding


PeopleSoft Fluid UI


PeopleSoft Fluid UI

What You Need to Know

• Fluid UI runs on all platforms, smartphones, phablets, tablets, desktops and . . .

• Fluid UI is PIA – Responsive HTML rather than pixel perfect

• Landing pages and tiles instead of dashboards and paglets

• Don’t be intimidated by Fluid UI

Restricted to event use only. 35


Enabling a Mobile Workforce PeopleSoft Classic and Fluid User Interface

Classic UI is unchanged

Fluid supports many devices with a

native Tablet/Phone experience


• Get to know your CEMLI

– Conversions, Extensions, Modifications, Localizations, Interfaces

– Leverage the free Benchmarking analysis tool to measure your level of customization and compare it to others

– Sign up for PCAT CEMLI Analysis tool available in the cloud

– Find everything on www.peoplesoftinfo.com

PeopleSoft Upgrade Lab


Questions and Answers

38

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | 39