21/09/2016

CreatingTrees

CreatingTrees
Thischapterprovidesanoverviewoftreestructureanddescribeshowto:
Understandtreestructures.
Createdetailtreestructures.
Createsummarytreestructures.
Definenewtrees.
Workwithtreebranches.
Grantsecurityaccesstotreesorbranches.
Performaudits.
Setperformanceoptions.

UnderstandingTreeStructure
Treesarebuiltfromthehighestlevelofthehierarchy(rootnode)tothelowestlevelofthehierarchy.Thefollowingare
somebasicstepstocreatetrees:
1.Createthetreestructureorfindanexistingtreestructuretouse.
Everytreeisbaseduponastructure.Thestructuredefinesthelinksbetweenyourtreeandtheunderlyingtables
towhichitrefers.Therearetwomainkindsoftreestructures:
Detailtreestructures.Therearetwotypesofdetailtreesdetailvalue(summer)andnodeoriented
(winter)trees.
Summarytreestructures.TheseareusedforPS/nVisionreportingusingsummaryledgers.
2.Createthetreedefinition.
Thetreedefinitionspecifies:
Treestructure.
Thetreenameandkeyvalues.
Howthetreehandlesdetailvalues.
Whetherthetreeuseslevels.
3.Specifythelevelsinthetree,ifnecessary.
4.Insertthetreenodesthatdefinethehierarchyofthetree.
5.Attachdetailvaluesas"leaves"onyournodes.
Mosttypesoftreesdetailtrees,summarytrees,anddynamicdetailtreeshavedetailvalues.However,you
skipthisstepfornodeorientedtrees.

CreatingDetailTreeStructures
Thissectiondescribeshowto:
Definedetailtreestructure.
Definelevels.
Definenodeproperties.
Definedetails.
Whenyoudefineatreestructure,youspecifythepagesandrecorddefinitionsTreeManagerusestostoredataabout
thepartsofatree.Whenyouaddanewnode,level,ordetailvaluetoatree,TreeManagerusesthisinformationto

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

1/14

21/09/2016

CreatingTrees

determinethecomponent(pages)tocapturetherelevantapplicationdata.Whenthespecifiedcomponentisdisplayed,
allofthestandardbusinesslogicthatispartofthatcomponentisinvoked.

PagesUsedtoCreateDetailTreeStructures
Page Name

Object Name

Navigation

Usage

Structure

PSTREESTRCTDEFN

TreeManager,MaintainTree
Structure,CreateNewStructure

Specifytreetype,keyfields,and
navigationoptions.

Levels

PSTREESTRCTLEVL

ClicktheLevelstabonthe
Structurepage.

Specifythepageandrecordto
enterandstoreinformation
abouttreelevels.

Nodes

PSTREESTRCTNODE

ClicktheNodestabonthe
Structurepage.

Specifythepageandrecord
usedtoenterandstore
informationabouttreenodes.

Details

PSTREESTRCTDETL

ClicktheDetailstabonthe
Structurepage.

Fordetailtrees,specifythepage
andrecordusedtoenterand
storedetailinformation.(Not
applicabletonodeonlytrees.)

DefiningDetailTreeStructure
AccesstheStructurepage.

TreeManagerTreeStructureStructurepage

Type

SelectDetail.

AdditionalKeyField

Selectfromthefollowingvalues:

SetIDIndirection:Whenyoucreatethetree,boththetreenameandthesetID
identifyit.IncludingthesetIDaspartofthetreekeymeansthatyoucanusesetID
tosharethetreedefinitionamongmultiplebusinessunits.

BusinessUnit:UsetheNodestabtoselectaspecificbusinessunittoactasthe
tree'skey.

UserDefined:Youcandesignateanykeyfieldfromthenoderecordasthetree's
key.ThekeyfieldissetontheNodestab.

Note.TheUserDefinedoptionisadeprecatedfeature.Youshouldtrytocreateallof
yourtreeseitherusingSetID.BusinessUnit,orNone.

None:Yourtreedoesnotcontainanadditionalkey.Itiskeyedonlybytreenameand
effectivedate.

Note.BusinessUnitandUserDefinedstructurescanonlybeusedwithnode
orientedtrees(treeswithnodetailvalues).Also,UserDefinedtreescan'tbeused
withotherPeopleSofttoolssuchasQueryandPS/nVision.Therearenocurrent
planstoenhancethesetoolstoworkwithUserDefinedkeyedtreessoyoushould
avoidusingthisoption.

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

2/14

21/09/2016

CreatingTrees

NavigationOptions

Selecttoenablemultinavigationfornodesanddetails.

Multinavigationallowsyoutonavigatetoanypagesthatarerelevanttothenodeor
detailpagesspecifiedonthetreestructure.TreeManagerenforcesthesetofrulesto
determinewhichpagesshouldbeincludedinthelist.

MultinavigationisnotavailableforSummarystructuretypes.

SeeAlso
"AppendixA:SettingMultiNavigationPaths"

DefiningLevels
SelecttheLevelstab.

TreeManagerTreeStructureLevelspage

Whenyoucreateanewlevelinatree,TreeManagerdisplaysthepageyouspecifyinthePagefieldintheLevelspage
andstorestheapplicationdatayouenterusingtherecorddefinitionintheRecordfield.Thedefaultvaluesforthese
fieldscomefromthestandardTreeManagerpage.
Whenusingstandardpages,youdon'tneedtoenteranythingintheMenuNameorMenuBarNamefields.However,if
youwanttostorelevelinformationusingsomethingotherthanTREE_LEVEL_TBL,thenyouhavetocreateapageand
componentthatusesthatnewrecorddefinition.Youmustalsoensurethatthecomponenthasbeendefinedonamenu
somewhereinyoursystemandspecifyallofthisinformationonthispage.

DefiningNodeProperties
SelecttheNodestab.

TreeManagerTreeStructureNodespage

Entertherecordname,fieldname,andpagenametouseforenteringandstoringinformationabouttreenodes.
Formostdetailvaluetrees,leaveTREE_NODEinthePageNamefield,TREE_NODE_TBLintheRecordNamefield,
TREE_NODEintheFieldNamefield,andTREE_NODEinthePageNamefield.IfyouusethestandardTREE_NODE
pageandTREE_NODE_TBL,youdon'tneedtoenteranythingintheothermenufields.However,ifyouwanttouse
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

3/14

21/09/2016

CreatingTrees

anyotherpageorrecord,you'llhavetocreateapageandcomponentthatusesthatnewrecorddefinition,andmake
surethatthecomponenthasbeendefinedonamenuinyourapplication.
Foranodeonlytree,whereeachnoderepresentsadetailvalue,usethepage,recorddefinition,andfieldthat
correspondtothekindofdetailvalueyou'reentering.Forexample,ifeachnoderepresentsadepartment(asinthe
DepartmentSecuritytable),usetheDEPARTMENT_TREEpage,theDEPT_TBLrecorddefinition,andtheDEPTID
field.YouwouldalsoidentifythecomponentthattheDEPARTMENT_TREEpageisapartof,aswellasallofthemenu
information.
Note.Ifyouarecreatingabusinessunitoruserdefinedkeytreestructure,theNodespagedisplaysafieldforentering
thebusinessunitoruserdefinedkeyfield.
SeeAlso
"IntroductiontoTreeManager"

DefiningTreeDetails
AccesstheDetailspage.

TreeManagerTreeStructureDetailspage

Thispageisusedtodefinetheapplicationdataandcomponentusedtomaintainthedetailvaluesforyourtree.This
pageshouldonlybefilledinforstructuresthatyouplantousefordetailvaluetrees(summertrees).
Enterthenameofthepage,component,recorddefinition,andkeyfieldnamethatwillbeusedwhenaddingorupdating
theapplicationdataforadetailvalue.Forexample,ifeachdetailvaluerepresentsadepartment,useapage,
componentandmenupaththatallowsyoutocreateandupdatedepartmentinformation.
Note.WhentheTreeManagersearchesforvaluesfordynamicdetailanddetailranges,thesearchisbasedfirstonthe
overridesearchrecordspecifiedonthedetailmenu.Bydoingthis,thevaluesdisplayedareonlythosethattheuser
wouldnormallyhaveaccesstoviatheApplicationcomponent.Ifanoverridesearchrecordisnotspecifiedonthemenu,
thenthesystemusesthecomponent'ssearchrecord.Ifthereisnocomponentsearchrecord,thesystemusesthetree
structuredetailrecord.
ClicktheSavebuttontosaveyournewdetailtreestructure.
Note.Unlikethelevelandnodeinformation,thereisnostandardpageandrecordfordetailvalues.Thesearealways
builtonapplicationspecifictables.

CreatingSummaryTreeStructures
Youusesummarytreestogroupnodesfromanexistingdetailtreewithoutduplicatingtheentiretreestructure.
SummarytreesareusedwithPS/nVisionreportingoffofsummaryledgers,wherethedataisrolledupusingadetail
treeandstoredwithnodesfromthatdetailtreeinsteadofdetailvalues.
Thissectiondescribeshowto:
Definesummarytreestructure.
Definelevels.
Definenodes.
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

4/14

21/09/2016

CreatingTrees

Definedetails.

PagesUsedtoDefineSummaryTrees
Page Name

Object Name

Navigation

Usage

Structure

PSTREESTRCTDEFN

TreeManager,MaintainTree
Structure,CreateNewTree
Structure

Definetreetypeandselecta
detailtreetosummarize.

Levels

PSTREESTRCTLEVL

ClicktheLevelstabonthe
Structurepage.

Specifythepageandrecordto
enterandstoreinformation
abouttreelevels.

Nodes

PSTREESTRCTNODE

ClicktheNodestabonthe
Structurepage.

Specifythepageandrecord
usedtoenterandstore
informationabouttreenodes.

Details

PSTREESTRCTDETL

ClicktheDetailstabonthe
Structurepage.

Specifytherecordandfield
informationusedtosummarize
thetree.

DefiningSummaryTreeStructure
To create a summary tree structure:

1. AccesstheStructurepage.
2. Enteradescriptionforthetreestructure.
3. SelectSummary asthetype.
4. Enteradetailtreenameusingthesearchprompt.
5. EnteradetailsetID.
6. Enteralevelnumber usingthesearchprompt:
Thelevelnumberdefinesthelevelinthedetailtreethatisusedasthedetailvaluesforthesummarytree.(The
lowestlevelofdetailinthesummarytreeismadeupofallofthenodesfromthedetailtreeataspecifiedlevel.)
Thesearchresultslistsonlythedetaillevelsrelatedtotheselecteddetailtree.

DefiningLevels
To define levels for the summary tree structure:

1. SelecttheLevelstab.
TheLevelspageappears.

2. Entertherecordnameandpagenamesusingthesearchprompts.
Whenyoucreateanewlevelinatree,TreeManagerdisplaysthepageyouspecifyinthePagefieldinthe
LevelspageandstoresthedatayouenterusingtherecorddefinitionintheRecordfield.Thedefaultvaluesfor
thesefieldscomefromthestandardTreeManagerpage.
Whenusingstandardpages,youdon'tneedtoenteranythingintheMenuNameorMenuBarNamefields.
However,ifyouwanttostorelevelinformationusingsomethingotherthanTREE_LEVEL_TBL,thenyouhaveto
createapageandcomponentthatusesthatnewrecorddefinition.Youmustalsoensurethatthecomponenthas
beendefinedonamenusomewhereinyoursystemandspecifyallofthisinformationonthispage.

DefiningNodeProperties
To define nodes in the summary tree structure:

1. SelecttheNodestab.
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

5/14

21/09/2016

CreatingTrees

TheNodesPropertiespageappears.

2. Entertherecordname,fieldname,andpagenametouseforenteringandstoringinformationabouttreenodes.

DefiningDetails
To define tree details for the summary tree structure:

1. ThroughPeopleSoftApplicationDesigner,createaviewwitharecordtypeofSQLView.
Forexample,ifyoucreateasummarytreebasedonadepartmentdetailtreethatiskeyedbysetID,andthe
detailtreeusesPS_TREE_NODE_TBLtostorethenodeuserdata,thenyourSQLviewmightcontainthe
followingfields:
SETID.
DEPTID.
EFFDT.
DESCR.
YouwouldusethefollowingSQL:
SelectA.SETID
,A.TREE_NODE
,A.EFFDT
,B.DESCR
fromPSTREENODEA
,PS_TREE_NODE_TBLB
whereA.SETID='<yoursetid>'
andA.TREE_NAME='<yourtreename>'
andA.SETID=B.SETID
andA.TREE_NODE=B.TREE_NODE
andA.TREE_LEVEL_NUM=<yourdetailtreelevelnumbertobesummarized>
andB.EFFDT=
(selectMAX(EFFDT)
fromPS_TREE_NODE_TBL
whereSETID=B.SETID
andTREE_NODE=B.TREE_NODE
andEFFDT<=A.EFFDT)

2. ClicktheDetailstabontheStructurepage.
TheDetailspageappears.

3. IntheRecordNamefield,entertheSQLviewthatyoucreated.
MakesurethatthesetID,treename,andlevelnumberintheviewisthesameaswhatyouenteredonthe
Structuretab.

4. FortheFieldNamefield,enterthefieldfromtheviewthatyouaresummarizing.Forexample,DEPT_ID.
5. ClicktheSavebuttontosaveyournewsummarytreestructure.

DefiningTrees
Thissectiondescribeshowto:
Definebasicattributes.
Addarootnode.
Defineadditionalnodes.
Insertnodesintotrees.
Definedetailvalues.

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

6/14

21/09/2016

CreatingTrees

PagesUsedtoDefineTrees
Page Name

Object Name

Navigation

Usage

TreeDefinitionandProperties

PSTREEDEFN

TreeManager,TreeManager,
CreateNewTree

Specifygeneralattributesfora
tree.

RootNode

PSTREEROOTLEVELS

ClickOKontheTreeDefinition
andPropertiespage.

Definetreelevelsandtheroot
node.

DefiningBasicAttributes
AccesstheTreeDefinitionandPropertiespage.

TreeDefinitionandPropertiespage

Structure

Selectatreestructure.DefinestructuresusingtheStructurepage.

Status

SelectastatusofActiveorInactive.Ifyoumarkatreeasinactive,nootherusers
haveaccesstoyourtreefromotherPeopleSoftapplicationsortools.

Category

Selectoraddacategory.Categorizingisauserdefinedwayoforganizingtreesso
thattheyareeasiertofindwhenusingthetreesearchpages.

Note.Previously,thecategorydeterminedhowtreeswerearrangedatthehighest
levelandwasanimportantvisualclueinorganizingtrees.Categoryisnowonlyused
asasearchvalue.

UseofLevels

Selectamethodforenforcinglevels.YoushoulduseStrictlyEnforcedorLoosely
Enforcedlevelsunlessyouhaveacompellingreasonnotto.Somefeatures,suchas
creatingsummarytrees,requirelevels.

Note.Foranexistingtree,youcanchangetheUseofLevelsfield..Forexample,
youcanchangeStrictlyEnforcedlevelstoLooselyEnforcedlevels,butyoucan't
changefromnotusinglevelstousingthem.

StrictlyEnforced:Allthenodesataparticularlevelrepresentthesamekindof
information.Inanorganizationtree,forexample,allnodesatonelevelrepresent
companies,allnodesatthenextlevelrepresentdivisions,andsoon.WithStrictly
Enforcedlevels,eachnodehasalevelassignedtoitbasedonitspositioninthe
tree.Nodescanskiplevels,andtheTreeManagerwillvisuallydisplayanylevels
thatareskipped.

LooselyEnforced:Thenodesatthesamevisuallevelofindentationdonotall
representthesamekindofinformation,ornodesrepresentingthesamekindof

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

7/14

21/09/2016

CreatingTrees

informationappearatmultiplelevels.WithLooselyEnforcedlevels,youassigna
leveltoeachnodeindividuallythelevelisnottiedtoaparticularvisualposition,
althoughthenodesstillhavehierarchicalparent/childrelationships.

Note.ChangingatreefromLooselyEnforcedlevelstoStrictlyEnforcedlevelsisnot
recommended.

NotUsed:Thenodesinthetreehavenorealhierarchyorreportingstructure,butdo
formalogicalsummarizationstructure.Withthisoption,nodesdonothavelevels
associatedwiththem.

AllDetailValuesinthisTree

Selecttocheckifallvaluesinthedetailvaluetableshouldbeincludedinthetree.
Forexample,ifyouwanttomakesurethatallofthedepartmentIDsinthe
DEPT_TBLforagivensetIDarecontainedintheDEPT_SECURITYtreeforthat
setID,selectthisbox,andTreeManagerwillcheckforanydepartmentIDsthatare
notfoundinthetree.

AllowDuplicateDetailValues Selecttoskiptheauditthatchecksforduplicatedetailvaluesinthetree.

Whenselectedyoucanhavethesamedetailvalueappearunderdifferentparent
nodes.

PerformAudits

Clicktoruntheselectedauditoptionfromthispage.

TreeManageralsoperformsauditswheneveryousaveatree.However,noaudits
areperformedifyousavethetreeusingSaveDraft.

ItemCounts

Displaysthenumberofnodes,leaves,levels,andbranchesintheselectedtree.
Whenyoufirstcreateatree,thesenumberswillbezero.

DefineTreeLevels

ClicktoaccesstheTreeLevelspageandadd,update,ordeletetreelevels.

See"UsingTreeManager,"DefiningTreeLevels

PerformanceMethods

ClicktoaccessthePerformanceOptionspageandsetaccessmethod,treeselector
orselectoroptions.

Note.ThesesettingsareusedmainlyforoptimizingtreeusagewithnVisionand
QuerywhenusingtheInTreecriteriaoption.

AddingaRootNode
AccesstheRootNodepage.

TreeManagerRootNodepage

Youcreateatreefromthetopdown.Youstartbycreatingtherootnode,thenaddthechildrenoftherootnode,and
continuedowntothedetailvalues(ifthetreehasthem).Ifthetreeuseslevels,thenyoumustfirstdefinethelevelfor
therootnode.Youmaywanttosetupadditionallevelsatthistime.
To add a root node:
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

8/14

21/09/2016

CreatingTrees

1. AddtreelevelsbyclickingAddLevel.
TheTreeLevelsdialogboxappears.

2. Enteranameforthelevel.
Useanamethatreflectswhatthenodesatthislevelrepresent.Forexample,thefirstlevelintheDepartment
SecuritytreeisCORPORATE,indicatingthattherootnodeisCorporateHeadquarters.
Youcanalsoenterthenameofalevelfromanothertree.

3. Specifywhethernodescan"skipover"thelevel.
TheAllValuescheckboxspecifieswhetherTreeManagerpermitsnodestoskipoverthelevelyou'redefiningto
reporttoahigherlevel.Selectthisboxtomakesurethatallvaluesfromlowerlevelsreporttoanodeatthis
level.Toallownodestoskipalevel,cleartheAllValuescheckbox.Forexample,youmightwanttodothisif
youhaveoneormoredepartmentsthataren'tpartofanydivisionbutreportdirectlytotheCOMPANYlevel.
Note.Whenyouareaddingatoplevel(therootnode),theAllValuescheckboxisselectedbutunavailable.You
can'tskipoverthetoplevel.

4. ClickOK.
TheTreeLevelpagecloses.Ifyouenteredthenameofanexistinglevelfromanothertree,thelevelnameis
added.Ifyouenteredanewname,TreeManagerdisplaysthepageforenteringtreelevelinformation.The
displayedpageisthepagespecifiedforlevelsinthetreestructure.Formosttrees,itistheTreeLevelpage.

5. Enteranewrootnodenameorselectanexistingrootnode.
Ifyouareenteringnewnodeinformation,youmustentertheinformationintheTreeNodepage.

6. ClickOK.
Thetreeappearswiththerootnodeonthepage.

InsertingNodesIntoTrees
See"UsingTreeManager,"WorkingWithTreeNodes
See"UsingTreeManager,"InsertingNodes

AddingDetailValues
See"UsingTreeManager,"WorkingWithDetailValues
See"UsingTreeManager,"AddingDetailValues

WorkingWithTreeBranches
Thissectionprovidesanoverviewofbranchinganddescribeshowto:
Createtreebranches.
Opentreebranches.
Viewnodepropertiesontreebranches.
Removetreebranches.

UnderstandingTreeBranches
Branchingmeanstakingalimbofthetreeasectionofthetreethatreportsintoasinglenodeandcreatinganactual
treeobjecttoholdthatlimb.BranchingatreecanimproveTreeManagerperformance(byreducingtheamountofdatait
needstoloadwhenyouopenalargetree),.Onceyoubranchatree,youcanspecifydifferentobjectsecuritysettings
forthebranches.Whenatreeisbranched,multipleuserscanmaintainseparatesectionsofthetreewhileworking
simultaneously.
Whenyoubranchatree,you'rereallysplittingtheoriginaltreeintotwoparts.TreeManagercreatesonenewobjectfor
yourbranchandanotherobjecttoholdtheremainingpartofthetree.Afterbranching,youhavetwoobjects:
Thenewbranch,orsubtree,thatyoucreated.
A"branch"thatcorrespondstotherestoftheoriginaltree(minusthenewbranch).
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

9/14

21/09/2016

CreatingTrees

YoucanusePeopleSoftObjectSecuritytogiveusersdifferentsecurityaccesstotheseobjects.Forexample,by
restrictingaccesstothenewbranch,youcangiveusersaccessonlytothatbranch.
Assigningdifferentsecurityaccesstodifferentpartsofthetreepreventsusersfrommakingunauthorizedchangesto
thepartsoftheoriginaltree(treebranches)whichtheydonothaveaccessgranted.
Note.UserscanmakecopiesoftheentiretreebyusingtheSaveAsoption.
Onceyou'vecreatedabranch,youcanuseitasyouuseanyothertree.Youcanopenitindependentlyofthelarger
tree,modifyit,orevencreatebranchesfromit.Whenyou'reusingtheoriginaltree,youcan'teditthebranch'snodesor
detailsuntilyouopenthatbranch.

CreatingTreeBranches

OfficeofthePresident(CDN)becomesabranchnode

To create a tree branch:

1. Highlightthenodethatwillbetherootnodeofthebranch.
2. ClicktheCreateBranchicon.
TreeManagerreplacesthenodeiconwithabranchnodeicon.Noneofthenodesordetailvaluesreportingtothe
branchednodeappearsinthetreedisplay.

OpeningTreeBranches
Toopenatreebranch,clicktheOpenBranchicon.YoucanalsouseTreeManagersearchdialogbox.

RemovingTreeBranches
To remove a tree branch:

1. Highlightthetreebranchnode.
2. ClicktheUnbranchicon.
TreeManagerreplacesthebranchiconwiththenodeicon.Anynodesthatreporttotheselectednodearenow
availableinthetree.
Whenyouremoveatreebranch,don'tforgettoupdatePeopleSoftObjectSecurity.
SeeAlso
PeopleTools8.4PeopleBook:PeopleSoftSecurity,"UnderstandingDefinitionSecurity"

GrantingSecurityAccesstoTreesorBranches
YoucanusePeopleSoftObjectSecuritytoimposerestrictionsonyourtreesandtreestructures.Usersmayhave:
Fullaccess.
Readonlyaccess.
Noaccess.
YoucanalsousePeopleSoftObjectSecuritytorestrictaccesstobranches.Youcangiveusersaccesstoanentire
treeexceptforabranchorgivethemaccesstotheparticularbranchwithoutgrantingaccesstothetreeitself..
Thefollowingillustrationshowsanexampleofatreecontainingtwobranches.Thetreehasfullaccess,onebranchhas
readonlyaccess,andthesecondbranchhasnoaccess.
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

10/14

21/09/2016

CreatingTrees

TreeManager:fullaccess

IntheCorporateHeadquarterstree,usersseeallpossibleeditingicons.Userscan:
Insertchildnodes.
Insertdetails.
Editdates.
ReadOnlyAccess

TreeManager:readonlyaccess

IntheGlobalDivisionbranch,whichhasreadonlyaccess,onlytheOpenBranchiconisavailable.
Whenusersopenthebranch,amessagewarnsthatuserscannotmakechangestothebranch.
Whenthereadonlybranchopens,noediticonsandnoSavelinkappear.
NoAccess
Ifuserstrytoaccessatreeorbranchthatdoesnotallowaccess,theyreceiveawarningmessage.
SeeAlso
PeopleTools8.4PeopleBook:PeopleSoftSecurity,"UnderstandingDefinitionSecurity,"UnderstandingDefinition
Security

PerformingAudits
Onceyouhavecompletedyourtree,youcanhaveTreeManagerverifythatitmeetstherestrictionsyousetforit.For
example,ifyouselectedtheAllDetailValuescheckboxwhenyoucreatedthetreedefinition,TreeManageraudit
verifiesthatyou'veincludedalldetailvalues.
http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

11/14

21/09/2016

CreatingTrees

YoucanperformatreeauditfromtheTreeDefinitionandPropertiespage,bysavingthetree,byrunningtheTree
Audit/Repairbatchprogram,orbyusingtheTreeMaintenancepage.Ifyouwanttoauditaclosedtree,usetheTree
Maintenancepage.Togetareportofalloftheproblemsthathavebeenfoundwiththetree,usetheTreeAudit/Repair
program.
Whenyouperformanaudit,TreeManagerdisplaysawarningmessageinthefollowingcircumstances:
Oneormorenodeshavenodetailvaluesreportingtothem.
YouselectedAllDetailValues,butoneormoredefinedvaluesforthedatabasefielddon'tappearinthetree.
IfyouhavenotselectedtheAllowDuplicateDetailsoption,thenTreeManagerwillcheckforduplicatedetail
valuesanddetailvalueswithoverlappingranges.
Note.AlthoughTreeManagerattemptstodetectoverlappingdetailvalueswhentheuserinsertsormodifieseachdetail
value,thefinalauditprocessmaydetectoverlappingorduplicatedetailvaluesthatarenotcaughtwhenthedetailvalue
iscreated/modified.
TreeManageralsotellsyouwheretheproblemis.
Thewarningmessagetellsyouthatthetreeisinvalid.YoucansavethetreeasaDrafttreeonly,andyoucan'tuseit
withotherPeopleTools,suchasPeopleSoftQueryorPS/nVision,untilthetreeisvalid.
Atthispoint,youcaneithercorrecttheproblemthatiscausingthetreetobeinvalid,orusetheSaveAsDraftfeature
tosavethetreeinaninvalid(unfinished)state.
Allauditsreportthefirstoccurrencefoundofanyofthefollowingproblems.Theauditsareperformedfirstonthe
displayednodesanddetails,andthenonthenodesinthedatabase.
Nodeauditsareonlyperformedonopentrees.IfyourunanauditfromtheTreeMaintenancepage(fromaclosedtree),
youonlyruntheDetailaudit.Whenyouauditatreebranch,thenodeauditsareperformedonthenodesinthecurrent
branchonly,whilethedetailauditsareperformedonallbranches.
Note.Theseauditsreportonlyproblems,notvalues.RuntheTreeAudit/Repairprogramtogetacompletelistof
problemswiththetree.
Thefollowingtableshowsacompletelistofauditchecks.
Check For

Purpose

When Check Occurs

OverlappingNodeNumbers

Reportsfirstoccurrenceoftwonodeswhoseinternal
nodenumberingisoverlapping.

Always.

NodesOutsideofParent'srange

Reportsfirstoccurrenceofanodewhoseinternalnode
numberdoesnotfallwithintheparentnode'sinternal
nodenumberrange.

Always.

NodesWithoutParents

Reportsfirstoccurrenceofanodewhoseinternalnode
numberforaparentdoesnothaveanactualnodewith
thatnumber.

Always.

DuplicateNodeNames

Reportsthefirstduplicatenodenamewhenitfindsa
nodewiththesamenamereportingtoadifferentparent
node.

Always.

OverlappingDetailRanges

Inadetailtree,reportswhenitfindsanydetailwhose
FromandTorangeoverlapstheToandFromrangeof
adifferentdetail.

Always.

NodesWithoutLeaves

Inadetailtree,reportswhenanyterminalnodehasno
leaves.

Always.

AllDetailValues

Reportsifyouhaven'tincludedalldetailvalues.

WhentheAllDetailValuesInThisTree
optionischeckedontheTreeDefinition
dialogbox.

DuplicateDetailValues

Reportsifthereareanyduplicatedetailvalues.

WhentheAllowDuplicateDetailValues
optionisnotcheckedontheTree
Definitiondialogbox.

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

12/14

21/09/2016

SkippedLevels

CreatingTrees

Reportswhenalevelisskipped.

WhentheAllLevelsoptionischeckedon
theTreeLeveldialogbox.

SettingTreePerformanceOptions
Youcansetperformanceenhancingoptionstoimprovethedatabaseperformanceofqueriesthatusetreesasselection
criteria.ThisincludesqueriestowhichtreecriteriaareaddedbyPS/nVisionlayoutsandscopes.Thetreeperformance
optionsareusedbybothPeopleSoftQueryandPS/nVision.TheperformanceoptionsdonotimpactTreeManager
itself,onlytheperformanceofprogramsthatusethetreedata.
Becauseofthemanyvariationsofdatadistributions,indexes,queries,andoptimizers,youcanchooseSQLtechniques
thatwilltuneyourqueriesforoptimumperformance.Byspecifyingtheseoptionsatthetreelevel,yourtreescanbe
usedinquerieswhetherornottheyarerunthroughPS/nVision.Thoseoptions,however,canbeoverriddenbythe
performanceoptionssetatthePS/nVisionlevel.

PageUsedtoSetTreePerformanceOptions
Page Name

Object Name

Navigation

Usage

PerformanceOptions

PSTREEDEFNPRPTY

TreeManager,TreeManager,
TreeDefinition,Performance
Methods

Selectoptionstoenhance
performanceforqueriesthat
involvetrees..

SelectingPerformanceOptions
AccessthePerformanceOptionspage.

PerformanceOptionspage

AccessMethods

Selectanaccessmethod.Choosefrom:

UseLiteralValues:EliminatesaSQLjoinbyretrievingthedetailrangesassociated
withtheselectednodeandcodingthemintheSelectstatement.

SubSELECTTreeSelector:InsteadofaddingthetreeselectortotheFromlistofthe
mainquery,thetreeselectorcriteriaanditsrelationtothedatainthemainqueryis
withinanExistsclauseintheWhereportionofthemainquery.Thisiscalleda
"correlatedsubquery."

JointoTreeSelector:IncludesthetreeselectortableintheFromclauseanduses
joincriteriatoselecttheappropriaterowsfromthe"fact"table.Thismethodis
sometimesusedbyPS/nVision,evenwhenanothermethodisspecified,iftreenode
informationisneededtoproducethereport.

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

13/14

21/09/2016

CreatingTrees

UseApplicationDefaults:Usesthetreeperformanceoptionsspecifiedinthe
applicationsthatusethistree.PS/nVisiondefaultstothetreeperformanceoptions
specifiedinaPS/nVisionlayout'soptions.Ifperformanceoptionsarenotspecifiedin
PS/nVision,thePS/nVision'sdefaultperformanceoptionsareused.ForPeopleSoft
Query,thisoptiondefaultstothequery'ssubSELECTmethod.
TreeSelectors

Selectatreeselectortype.Choosefrom:

StaticSelector:Atechniqueinwhichaselectorrepresentstheentiretreeremains
validuntilthetreechanges.

DynamicSelectors:AtechniqueinwhichPS/nVisioncreatesanewtreeselectorfor
useinasectionofasinglereport.Thedynamicselectorrepresentsjustthe
requestednodes.

SelectorOptions

Chooseaselectoroptionfromthefollowingvalues:

SingleValues:Usedonlywithdynamicselectors.ThistechniquecausesPS/nVision
orPeopleSoftQuerytobuildaselectorusingtheindividualdetailvalues(fromthe
detailtablespecifiedinthetreestructure)thatfallwithinthedetailrangesofthe
selectednodes.

RangeofValues(>=<=):Foratreewithrangesofvalues,thismakestheselectors
morecompact(fewerrows)andlesslikelytobecomeobsoleteasdetailvaluesare
added.Forsomedatabaseoptimizers,thesyntax"fieldname>=RANGE_FROM_nn
ANDfieldname<=RANGE_TO_nn"getsabetteraccessplanthanBETWEEN.

RangeofValues(BETWEEN):SimilartotheotherRangeofValuesselector,butuse
thesyntax"fieldnameBETWEENRANGE_FROM_nnANDRANGE_TO_nn".This
isabetterchoiceforrangedselectorsonmostdatabaseplatforms.

SeeAlso
PeopleTools8.4PeopleBook:PS/nVision,"PS/nVisionPerformanceTuning,"SettingTreePerformanceOptions
PeopleSoftTreeManager

Copyright19882002PeopleSoft,Inc.AllRightsReserved.

http://notes02.ntc.edu/servunits/isit/PS8_peoplebooks/eng/psbooks/ttrm/chapter.htm?File=ttrm/htm/ttrm02.htm

14/14