PSF140 :: PeopleTools I

  • Pricing: Tier II
  • Duration: 5 Days

Summary:

PeopleTools I is the prerequisite for all other PeopleTools courses. In this course, participants work with Application Designer to construct web-based Peoplesoft applications, from the database tables to the graphical interface. By the end of this course, participants will be able to create a complete Peoplesoft application using field record definitions, tables, pages and components.

Audience:

  • Application Developers
  • Developer
  • Forms Developer
  • Support Engineer
  • Systems Analyst
  • Technical Consultant
  • Technical Administrator

Objectives:

  • Describe PeopleSoft application design and the technology behind this process
  • Navigate PeopleSoft applications
  • Describe the elements of PeopleSoft Pure Internet Architecture
  • Describe PeopleSoft data organization and validation
  • Implement the eight steps of application development
  • Describe additional application development considerations
  • Organize definitions into projects
  • Demonstrate competence in PeopleSoft application development methodology
  • Search and audit application data

Topics:

  • Navigating PeopleSoft Applications
    • Understanding Basic Client Navigation
    • Menu search
    • Modal Prompt Pages and Dialog Boxes
    • Modal Grids and Long Edit Boxes
    • Floating Drop-Down Menu Navigation
    • Favorites Menu
    • Type Ahead
    • Search Pages
    • Context Information Pop-up
    • Embedded Help Icons
    • Using Search Pages
    • Identifying Definitions
    • URL Information
    • Entering and Modifying Data
    • Enabling Type Ahead/AutoComplete
    • Finding Information Using PeopleBooks
  • PeopleSoft Architecture
    • Understanding the PeopleSoft Portal
    • Enterprise Portal
    • Describing PeopleSoft Databases
    • Application server
    • Web server
    • Batch servers
    • Basics of data exchange
    • Identifying Requirements for the Development Environment
  • Organizing and validating your data
    • PeopleSoft Database Terms
    • Data models explained
    • Data Relationships
    • Normalizing your data
    • Phases of development
    • Data Development Phase
  • Validating Data
    • What is Data Validation?
    • Describing Prompt Tables or “Foreign Key” (database terms)
    • Effective Dating
    • PeopleSoft Data Table Types
    • Other Types of Validation
    • Explaining Tableset Sharing
  • Developing Applications by Using the Eight Steps
    • Describing the PeopleSoft Application Development Process
    • Designing the Application
    • Creating Field Definitions
    • Creating Record Definitions
    • Building the Tables
    • Creating Page Definitions
    • Creating Component Definitions
    • Registering the Component
    • Testing the Application
    • Application Designer
    • Organizing Definitions in a Project
  • Designing the Application
    • Planning the Application
    • Fields Planning Worksheet
    • Records Planning Worksheet
    • Page Planning
    • Planning Components
    • Registration and security
  • Defining Fields
    • Data Design First Step
    • Field Definitions
    • Using Multiple Labels
    • Assigning Translate Values
  • Creating Record Definitions
    • Explaining Record Definitions
    • Accessing Record Definition Displays
    • Working with fields and columns
    • Configuring Record Definition Properties
    • Saving and Naming the Record Definition
  • Building SQL Tables 
  • Creating Page Definitions
    • Pages explained
    • Adding page controls
    • Using the Insert Menu
    • Radio Button Label Changes
    • Types of Page Controls
    • Implementing Scroll Areas and Grids
    • Page Items Checklist
    • Shaping Up the Page with the Page Control Inspector and Alignment Tools
    • Layout Menu Items
  • Building components
    • Components explained
    • Component Definition Window
    • Building new Components
  • Registering components
    • Explain component registration
    • Portal registry explained
    • Security Basics
    • Registering Components with the wizard
    • Portal Security Synch
  • Testing an Application
    • Creating and Analyzing Test Plans
    • Data Entry Methods and Effective dating testing
    • Troubleshooting Common Data Build Phase Issues
    • Troubleshooting Common User Interface Build Phase Issues
  • Searching Applications by Using the Verity Search Engine
    • Describing and Performing a Verity Search
    • Generating a Registry Search Collection
    • Adding Keywords to a Search Collection
  • Auditing in PeopleSoft
    • Purpose of Security Auditing
    • Setting up a Security Auditing Policy
    • Field level auditing
    • Record level auditing
    • Database level Auditing (Triggers)
    • Viewing Audit Information
  • Importing and exporting projects
    • How Projects Work
    • Global Support Delivers Projects
    • Exporting Projects
    • Importing Projects and Building Tables
    • Why We Import and Export Projects