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Introduction to PeopleSoft Internet


Architecture
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Introduction to PeopleSoft Internet Architecture
Agenda
On day one, we will discuss these topics:
Technology Overview.
Navigating PeopleSoft applications.
Describing PeopleSoft Internet Architecture.
Validating data.
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Introduction to PeopleSoft Internet Architecture
Technology Overview
We will talk about..
PeopleSoft application development methodology.
PeopleSoft Application Designer.
How to find information about the PeopleSoft Application
Designer in PeopleBooks.
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Application Development Methodology
Application Development has four phases
Phase 1 - Planning Phase. Here you examine functional business
requirements and convert them into technical requirements. This
may require assistance from functional users.
Phase 2 - Data Design Phase. Here you develop the data
structures starting from fields definition to record definition in
Application Designer, the IDE tool for PeopleSoft development.
This phase ends with the build of a database level table based
on the record definition created.
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Application Development has four phases
Phase 3 - User Interface Design. In this phase you design the
user facing elements of the application. First part is to design a
page - a design element that gets loaded on the web browser at
run time to display information and carryout transactions.
Second part is to tie one or more pages logically into a single
transaction element called component. This is followed by
defining the navigation to this transaction that a user needs to
follow and grant the security to required set of users.
Phase 4 - Testing Phase. In this phase you verify the navigation,
security. You test the transaction by entering data to ascertain
that it works as intended.
Application Development Methodology (contd)
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PeopleSoft Application Designer
PeopleSoft Application Designer is the
IDE that is used to carryout most
development tasks
Creating all definitions used in a
PeopleSoft environment.
Creating PeopleCode programs.
Creating Application Engine programs.
Creating internet workflow.
Integrating products.
Development tasks that you do not perform in Application
Designer include:
Setting up definition security.
Creating queries.
Creating SQR programs.
Modifying COBOL programs.
Running PeopleSoft Data Mover scripts.
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Finding information in PeopleBooks
Use the PeopleTools 8.xx PeopleBook: PeopleSoft Application
Designer to find development information including:
Information for planning application development.
Information for creating data structures.
User Interface design and implementation.
Appendixes.
Some additional books that you will be referring are:
PeopleTools 8.xx PeopleBook: PeopleSoft Application Designer
PeopleTools 8.xx PeopleBook: Security Administration
PeopleTools 8.xx PeopleBook: Internet Technology
PeopleTools 8.xx PeopleBook: PeopleCode Developer's Guide
You can also access related material by clicking the Help link.
This automatically takes you to the relevant information in
the appropriate PeopleBook.
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Introduction to PeopleSoft Internet Architecture
PeopleSoft Navigation
We will talk about..
How to navigate in PeopleSoft.
How to use search pages.
Identifying definitions.
Entering and modifying data.
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Introduction to PeopleSoft Internet Architecture
PeopleSoft Navigation
Enter a valid URL, user ID and password to log in
After signing in, user sees the home page which has three areas i) menu
pagelet ii) header area and iii) Target Area
One can use "Add to Favorites and "My Favorites to define and use navigational
shortcuts.
Another method of navigation is through the search feature on the homepage. To use
the search feature:
Type a word to search.
Click the Search button.
Click a link.
The menu pagelet enables a user to
navigate to applications.
Folders define the hierarchy of the
navigation. Triangular icons identify
folders. Folders can contain other
folders and content references. Click
the triangular icon or the folder name
to expand the folder.
Content references are links to
components in the database. Click
the content reference to build the
search page in the target area.
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Introduction to PeopleSoft Internet Architecture
PeopleSoft Navigation - Search Pages
Search Pages are an interim step between a content reference and
its component. They are dynamically built based on several
definition properties.
There are two types of Search Pages - Basic & Advanced.
You can click the Search button with no search parameters and the
search returns all data rows to a maximum of 300.
It may be case-sensitive.
You can use wildcard characters.
You enter search parameters in one search field.
You cannot change the comparison operator in Basic Search Page. While
you can select from multiple comparison operators on an Advanced
Search Page.
The search fields that appear on the page are determined in the
record definition. They are called:
Search keys.
Alternate search keys.
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PeopleSoft Navigation - Activity 1
Log in to the PeopleSoft Application
Create some Favorites e.g. - Personal Information about employees
Use the alternate method of Navigation using "Search to find the content
reference link related to Personal Information about employees.
Use Search Page to search for specific data row.
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PeopleSoft Navigation - Identifying Definition
The component definition is central to the user
interface. Component definitions determine:
The search page.
The toolbar buttons at the bottom of the screen.
The mode of the component: update/display,
history, or correction.
The pages that you access.
Page tabs or links.
The page defines what the user sees. Each
component can hold multiple pages.
Pages contain fields.
Levels segment pages.
All pages include a level zero, and many have
other levels as well.
Level zero contains the highest-level key values
that make a row of data unique. Level zero key
values are entered once, when a new row is
created.
A scroll area or a grid, if one exists, binds other levels.
Pages can contain different field types represented by different controls -Edit
boxes, Drop-down list boxes, Check boxes, Radio buttons, Images.
Fields on a page hold data that you save to tables in the database. They can be
interactive or display-only.
From any component in the application, use CTRL + J to see an information page that
includes the names of the component definitions that make up the interface.
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PeopleSoft Navigation - Activity 2
Log in to the PeopleSoft Application
Modify some Personal Information of an employee.
Create a new employee record
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Introduction to PeopleSoft Internet Architecture
Describing PeopleSoft Internet Architecture.
We will talk about..
Structure of PeopleSoft databases.
data transfer in PeopleSoft Internet Architecture.
Identify requirements for the development environment.
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Introduction to PeopleSoft Internet Architecture
Structure of PeopleSoft databases
Tables in PeopleSoft databases fall into three general areas:
System catalog tables contain database metadata. These tables:
Track all objects in the entire database.
Are analogous to a table of contents.
Vary based on platform.
PeopleTools tables contain metadata about the PeopleSoft application
installed on the database. PeopleTools tables:
Are structured consistently between applications.
Vary in content between applications.
Can be modified by PeopleTools such as PeopleSoft Application Designer.
Are converted to HTML and delivered to a browser.
Use the naming convention PS*; for example, PSPNLDEFN.
Application data tables hold the data that users enter into the database.
Specific tables are determined by the application. Developers can create more of
these tables.
Content is modified through the user interface.
Tables use the naming convention PS_*; for example, PS_CUSTOMER_TBL.
You can use a query tool to examine table contents, but do not change the contents
outside of approved PeopleTools. PeopleTools tables and the application data table
could become unsynchronized.
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Structure of PeopleSoft databases - Activity 3
Log in to Application Designer.
Open the record definition of PSRECDEFN.
Query in backend query tool on PSRECDEFN - a PS tool table.
Open Record definition "EMPLOYEE.
Query in backend query tool on EMPLOYEE table.
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Structure of PeopleSoft databases
These tables store data that is directly pertinent to an
individual company. The type of information stored
in these tables includes ledger names, inventory
items, employee names, and payroll data.
Application data
These tables record information about the definitions
that make up a PeopleSoft application. The type of
information stored in these tables includes page
names, record names, and component names.
PeopleTools
These tables record information about the database
and its contents. The type of information stored in
these tables includes table names, column names,
and index names.
System catalog
Description Table Type
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Structure of PeopleSoft databases
Some Tools Tables are:
PSDBFIELD - used to create fields on a page in the user interface and
columns in application data tables.
PSRECDEFN - Values used to build application data tables, indexes,
views, and some field attributes in the user interface.
PSPNLDEFN - Values converted into HTML as pages viewed in
browsers.
PSPNLGRPDEFN - Definitions of components, which aggregate pages
into groups and define the table to search when adding new values.
PSPRSMDEFN - Contents of the portal registry, which builds the user
navigation.
PSXLATITEM Values used to validate data for specific fields.
examples of application data tables:
Human Capital Management - PS_JOB
Financials - PS_LEDGER_TBL
Contact Relationship Management - PS_PROD_COMPTTRS
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PeopleSoft Internet Architecture
The architecture of PeopleSoft Internet Architecture takes raw data
from the application database and delivers it in the form of an
interactive user interface on a standard web browser. Components
of PeopleSoft Internet Architecture are:
Browsers as clients - An application that provides a user a way to view
and interact with information on the internet.
Web servers - A server program that presents HTML files that form web
pages of a PeopleSoft application.
Application servers - A server program that provides the business logic
for the PeopleSoft application.
Database servers - A server program that collects and organizes
information so that you can access and update it.
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Activity 4 - Identifying Terms and Definitions
Match
1) Application Designer ___ Data about data; describes the contents of the system catalog and
PeopleTools tables.
2) BEA WebLogic ___ A program written in Java that resides on a web server.
3) Deferred Processing ___ An example of an application data table; can hold data
about anything that the developer designs it to hold.
4) BEA Jolt ___ Software on an application server; manages multiple connections to a database.
5) Metadata ___ Software that resides on a web server and displays HTML for a browser.
6) PS_PNL_DEFS ___ Connection for a development workstation directly to the database.
7) PSPNLDEFN ___ A communication protocol; allows BEA Tuxedo to communicate with Java servlets.
8) Servlet ___ One of the web services programs supported in PeopleTools 8.4.
9) Three-Tier ___ An example of a PeopleTools table; holds definitions of pages that appear
in a browser.
10) BEA Tuxedo ___ Connection for a development workstation to the database by way of an
application server.
11) Two-Tier ___ A feature that prevents trips to the application server until all actions on
a page have been saved.
12) Web Services ___ Tool used to create definitions stored in PeopleTools tables.
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Flow of Data in PeopleSoft Internet Architecture
When a user navigates through a PeopleSoft application using a browser, a
number of things happen. A request for a page of data say about a student,
goes through these architecture elements to the browser:
PeopleTools tables - All the raw data required to assemble the student
data component is contained in PeopleTools tables. This includes definitions
of the component, page, fields, navigation, and other elements. This raw
data goes to the application server for assembly as HTML.
Application data tables - After the request is made, the information about
Mark Larsen is retrieved and sent to the application server.
PeopleSoft services - There are dozens of individual processes running.
One (PSAPPSRV) takes the PeopleTools data and application data about Mark
Larsen and assembles it into HTML for display.
BEA Tuxedo and Jolt - BEA Tuxedo manages the multiple connections to
the database. Jolt is a Java-based communication protocol. BEA Jolt and
Tuxedo send the assembled HTML to the web server.
Java servlets - Individual programs manage the state of each user session,
including a buffer that allows the use of the browser Back button. Servlets
pass the HTML to web services for display.
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Identify requirements for the development environment.
Developers need access to the entire PeopleSoft Internet
Architecture setup to test their work, as shown below:
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Validating Data
We will cover the following.
Describe prompt tables.
Use effective dating.
Compare validation types.
Explain tableset sharing.
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Prompt Tables
In a prompt table edit, field values can be filled or edited only from
a list of values in the prompt table. This diagram shows the prompt
table PSU_INSTR_TBL providing a list of values for the Instructor
field in the PSU_CRS_SESSN table.
When you select from the search results, the key value from
the prompt table is written to the field. If you enter an invalid
value, the system warns you and does not allow a save.
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Prompt Process Flow
Lookup Page - When you click the prompt button, a lookup page displays. You may
notice that this page, although called a lookup page, is almost identical to the search
pages that you see when you select a content reference. The mechanism that creates
the lookup is the same for creating a search page.
How to Identify Prompts on the Screen - Fields that validate against prompt tables
typically display a magnifying glass icon to the right of the field.
Note.
If you configure a field as prompt without edit, the system prompts against a table,
but the displayed values are only suggestions. Users can enter any value.
When you enter a new value in a prompt without edit field, it is stored only in the
table that you are editing. The value is not added to the prompt table.
Structurally, a prompt
table is no different from
any other application data
table. It stores values that
other tables can validate
against.
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Effective Dating
Tables containing an effective date (EFFDT) field as a key are called
effective-dated tables. Effective dating:
Retains historical data.
Stores data for future use.
If Bryan Lake were promoted to senior clerk, would there be a record of his
being a clerk?
If the products price changes at midnight, you cant make this happen with
the following table structure.
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Effective Dating
Effective-dated tables include three types of rows:
Future
Current
History
Future - The effective date is greater than the current system date.
Current - The effective date is the closest to today, but is not in the
future.
History - The effective date is less than the current effective date.
In other words
History = EFFDT < Current Row
Current = MAX (EFFDT) <= System Date (today)
Future = EFFDT > System Date
You will see some of these formulas in Query, PeopleCode, and SQL.
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Effective Dating
These altered table structures solve the challenges:
To be effective dated, a table must include the field
EFFDT as a descending order key.
The application uses the date that is entered in this field
to determine the current data row.
Many effective-dated tables also include the field
EFF_STATUS. This field reports whether the row of data is
active (A) or inactive (I).
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Effective Dating
When entering rows into effective-dated tables, you have four action choices:
Add
Update/Display
Include History
Correct History
As you do with any other table, you use Add to create a new search key value:
Use Update/Display to edit data that is subordinate to an existing search key, including inserting rows,
as shown in this table:
In Update/Display mode, only the current and future rows are available to the user. You can
update the future rows and you can insert any row with an EFFDT greater than the current row.
Use Include History to view (but not change) historical data, as shown in this table:
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Effective Dating
Use Correct History to view and edit data regardless of effective date, as shown in this
table:
This table summarizes each action mode:
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Effective Dating - Activity 5
Explore a table with Effective date logic and see how prompt works
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Comparing Validation Types
In addition to prompt tables, there are other types of validation:
The translate table (PSXLATITEM) edit.
The Yes/No edit.
The 1/0 edit
Fields that have translate values must:
Be a Character data type.
Have a length less than or equal to 4.
Have fewer than 30 valid values.
Be static data.
Need only a long and short description.
Translate Table Edit
The translate table is a universal prompt table that many fields in an application share.
The translate table is similar to a prompt table, but there are significant differences as
well.
The translate table is a specialized effective-dated prompt table that is keyed to specific
field names.
It has a fixed structure that you cannot customize.
You use the translate table to quickly enter a list of values for the prompt on a
specific field.
Using the translate table is great if you need only a value and a short or long
description. If you need other descriptive information, you should create a prompt
table.
Prompt tables can be built to any specification.
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Comparing Validation Types
Structure of the Translate Table
FIELDNAME Name of the field definition that uses these values for a prompt.
FIELDVALUE Values stored in the prompting table. This is a character field with a length
of 4 or less.
EFFDT Effective date for the row. As with any effective-dated table, multiple dates
can be entered for any value.
EFF_STATUS Effective status; either A (Active) or I (Inactive).
XLATLONGNAME Long version of the name that appears to the user in a prompt.
XLATSHORTNAME Short version of the name that appears to the user in a prompt.
The Yes/No Edit
The translate table stores a special set of values for binary switches, which you set by
using the Yes/No table edit:
Yes/No -- On/Off -- Selected/Clear
The Yes/No table is a subset of translate table values, but it is set up differently during
development. The field name is PSYESNO, and values are either Y or N.
The default is a Y as the value when selected and an N for the value when cleared. The
developer, as required, can reverse the behavior.
The default page control of a Yes/No prompt on the browser is a check box.
The advantage of this type of edit is that you have a way of having two valid values for many
fields without having to have two translate values for each field.
The 1/0 Edit
If you validate a number field, the Yes/No edit will appear as a 1/0 edit. Being able to multiply
by 1 or 0 makes this option more versatile if used in SQL, SQR, or PeopleCode.
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Comparing Validation Types
Prompt and translate tables provide values for the users to select. However,
the fields they represent differ visually. This is a summary of prompt and
translate table characteristics:
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Table Set Sharing
Use tableset sharing to filter prompt table choices based on business rules.
In PeopleSoft applications, a large percentage of the tables are keyed with
one of two fields:
- Business Unit - Business Unit is the key field for transaction tables.
- SetID - SetID is the key field for control tables.
In HCM applications, you will find these fields in many tables. However it is
very extensively used in Financials Application.
Many PeopleSoft applications include prebuilt tableset sharing that filters
results by product line, department, reporting structure, region, and other
organizational lines. This diagram shows prompt values that have been
limited by location:
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Determining Validation Strategies - Activity 6
In this activity, you will view a data model. Use the diagram to decide what
types of validation are appropriate for this application
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Determining Validation Strategies - Activity 6
Explaining Prompt Table Edits
In PSU_INSTR_TBL, the INSTRUCTOR field serves as a prompt for INSTRUCTOR
edit box in both the T1_COURSE_TBL and T1_CRS_SESSN prompt tables.
In PSU_TRNLOC_TBL, the TRAINING_LOC field prompts to the TRAINING_LOC field
in the T1_CRS_SESSN table.
In T1_COURSE_TBL, the COURSE field prompts to COURSE in both the
T1_CRS_MATRL and T1_CRS_SESSN prompt tables.
Explaining Effective-Dated Tables
T1_COURSE_TBL.
PSU_INSTR_TBL
PSU_TRNLOC_TBL
Because the PSU_INSTR_TBL table is effective dated and serves as a prompt table,
only current, active instructors will be available when users prompt for a list of
instructors from either the T1_COURSE_TBL or PSU_CRS_SESSN table.
Explaining Translate Tables
Fields that prompt against the translate table should have a limited number of
options that are not likely to change over time. There are many candidates here,
including:
- PSU_MATRL_TBL.PSU_COLOR
- T1_COURSE_TBL.COURSE_TYPE
- T1_CRS_SESSN.CLASSROOM
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Determining Validation Strategies - Activity 6
Explaining Yes/No Edits
T1_COURSE_TBL.ONSITE (Is the course offered on-site?)
PSU_INSTR_TBL.CURR_DEV_FLAG (Is the instructor also a curriculum developer?)
Tableset Sharing
The Course Session table (T1_CRS_SESSN) includes the BUSINESS_UNIT field,
which makes it a transaction table. The control table is PSU_TRNLOC_TBL (keyed
by SetID). When a user sets up a course session, only locations that are within the
business units region will be available at the prompt.
The Instructor table (PSU_INSTR_TBL) is also a transaction table. The instructors
home facility is limited to those in the business units region (using the same rules
as the Course Session table).

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