Transcript PeopleSoft Technical Overview

Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Establishing Login Interrupts
in the
PeopleSoft Enterprise Portal
June 2007
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Today’s Presenters
Jim Gallamo
Director
Sonya Hughes
Web Specialist
Suman Rustagi
Senior Technical Advisor
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Overview
Catholic University created a unique method
for interrupting the PeopleSoft Enterprise
Portal login process to collect important
information.
This presentation describes our experience in
developing and implementing this service.
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Agenda
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CUA Overview
PeopleSoft Environment
Development Goals
Implementation Options
Key Development Considerations
Process Flow
Technical Details
Questions
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Overview
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Located in Washington, DC
Founded in 1887
6000 Students
1500 Faculty and Staff
Undergrad, Grad and Doctoral programs
12 Schools including Law School
Research – Tier II
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
PeopleSoft Environment
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PeopleSoft SA/HRMS v8.0 SP1, PTools v8.20
PeopleSoft Enterprise Portal v8.8, PTools v8.44
Oracle 9i database
Dell and Sun Microsystems servers
Windows 2000 and Solaris v9 operating systems
Access to SA/HRMS via Enterprise Portal
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Server Environment
SA/HRMS
Web Servers
App Servers
Enterprise Portal
Web Servers
App Servers
Database Server
Database Server
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Development Goals
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Create a simple method for collecting data
Create a user-friendly interface
Configurable to any user population
Reusable technology components
Minimize impact to system performance
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Key Development Considerations
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Maintain target data in source system
Maintain data integrity between systems
Real-time processing of updates
Removing and reapplying user access
Timing of feature usage by campus
Minimal impact to user navigation
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Implementation Options
• Use Delivered PeopleSoft functionality
– Hold/To Do Lists
• Third-party development tools
– ColdFusion, AJAX, etc.
• Delivered PeopleSoft technology
– PeopleTools, PeopleCode, SQR
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Solution
• Custom development using PeopleSoft tools
• Employ expire password functionality in
Enterprise Portal
• Use Sign-on PeopleCode from Enterprise
Portal
• Establish data links between systems
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process
• Users load the guest bypass page on initial login
• The password is expired to trigger the interrupt
process
• The custom pages are displayed, forcing data entry
• The password will remain expired until the data
entry is complete
• Upon finishing, the password is un-expired and the
user is logged out
• Users can re-login successfully with full access on
their next attempt
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Process (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details (cont’d)
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details (cont’d)
PeopleTools > Security > Password Configuration > Password Controls
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details (cont’d)
PeopleTools > Web Profile > Select the profile you are using > Go to Look and
Feel Tab.
Permission List PSWDEXPR needs access to the new component and all the
pages in the component.
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Technical Details
Update psoprdefn@PAPRD L
set L.lastpswdchange = '18-APR-2006'
where exists(SELECT 'K'
FROM PS_STDNT_CAR_TERM Z
WHERE Z.STRM in ('1071', '1075')
AND L.EMPLID = Z.EMPLID
AND EXISTS (select 'x' from PS_STDNT_ENRL B
where Z.emplid = b.emplid
and z.strm = B.STRM
AND Z.ACAD_CAREER = B.ACAD_CAREER
AND B.STDNT_ENRL_STATUS = 'E'
AND B.ENRL_STATUS_REASON <> 'WDRW')
AND NOT EXISTS(SELECT 'Y' FROM
PS_ACAD_PROG A
WHERE A.EMPLID = Z.EMPLID
AND A.ACAD_CAREER = Z.ACAD_CAREER
AND A.STDNT_CAR_NBR =
Z.STDNT_CAR_NBR
AND A.EXP_GRAD_TERM = '1071'
AND A.ACAD_CAREER = Z.ACAD_CAREER
AND A.STDNT_CAR_NBR =
Z.STDNT_CAR_NBR
AND A.EXP_GRAD_TERM = '1071'
AND A.DEGR_CHKOUT_STAT <> ' '
AND A.EFFDT =
(SELECT MAX(A_ED.EFFDT) FROM
PS_ACAD_PROG A_ED
WHERE A.EMPLID = A_ED.EMPLID
AND A.ACAD_CAREER =
A_ED.ACAD_CAREER
AND A.STDNT_CAR_NBR =
A_ED.STDNT_CAR_NBR
AND A_ED.EFFDT <= SYSDATE)
AND A.EFFSEQ =
(SELECT MAX(A_ES.EFFSEQ) FROM
PS_ACAD_PROG A_ES
WHERE A.EMPLID = A_ES.EMPLID
AND A.ACAD_CAREER =
A_ES.ACAD_CAREER
AND A.STDNT_CAR_NBR =
A_ES.STDNT_CAR_NBR
AND A.EFFDT = A_ES.EFFDT)))
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Interrupt Usage
• Current
– Emergency Contact Information
– Local Addresses
– Cell Phone Notification
• Future
– Health Insurance Waivers
– Financial Responsibility Statement
Center for Planning and Information Technology
THE CATHOLIC UNIVERSITY of AMERICA
Points of Contact
• Suman Rustagi ([email protected])
• Sonya Hughes ([email protected])
• Jim Gallamo ([email protected])