Advanced%20PeopleTools%20Tips%20and%20Techniques

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Advanced PeopleTools Tips and Techniques

• Chris Heller, Grey Sparling Solutions

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Agenda

• About This Session
• Presenter Overview
• PeopleTools Tips and Techniques
• Drilling Into Application Designer
• Security Drilling / Portal Administration
  Drilling
• Dynamic Tracing or Row Level Security
• Enhancing PeopleSoft User Experience
• Automating Save As Processing
• Grab Bag
• Questions

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About This Session

• Hands On
• Demo Intensive
• Existing Experience with Application Designer is
  assumed
• Focus is on PeopleTools 8.4x
• But techniques can be applied to earlier versions
• Don't worry about trying to type code snippets in
  your notes!

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More about the Presenter

• Chris Heller
• PeopleSoft Employee 1993 - 2005
• Director, PeopleTools Product Strategy 1999
  2005
• Currently Chief Architect at Grey Sparling
  Solutions

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Who is Grey Sparling Solutions?

• We Enhance the PeopleSoft Experience
• Our Products
• Address common PeopleSoft needs.
• Leverage your existing PeopleSoft infrastructure.
• Enable functionality with minimal cost and effort

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Products that Enhance

• Auditing Experience
• Compliance and Accountability
• Security

• Administrative Experience
• Operations Productivity
• Application Support Productivity
• Developer Productivity

• End-User Experience
• End-user Productivity
• Enhanced Reporting

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Application Designer Drilling
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Application Designer Drilling

• Go from online page into underlying objects in
  Application Designer
• Drill from other environments
• Web
• Email
• Windows Explorer

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Calling ViewObject from PeopleCode
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Application Designer Drilling

• Free Enterprise wide License for Grey Sparling
  PSIDE Helper for PeopleSoft customers attending
  this session.
• Send an email to chris.heller_at_greysparling.com
• Don't use your hotmail address -)

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Security Drilling / Portal Administration Drilling
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Understanding Bookmarklets

• Mini Javascript programs that execute in the
  context of the current page
• See http//www.bookmarklets.com/ for examples
• Has to be one line of JavaScript as a browser
  favorite

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Security Drill Bookmarklet Expanded

• var w window.frames'TargetContent'
• if (!w) w window
• if (w.strCurrUrl.search(/PAGE(A-Z0-9_)/)gt0)
  
• document.location '/psc/ps/EMPLOYEE/ER
  P/q/?ICActionICQryNameURLPUBLIC.PT_SEC_PAGES_PLI
  STBIND2' RegExp.1
• else
• alert('Could not figure out page name.')

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Dynamic Tracing
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Dynamic Tracing

• Leverage iScript capabilities to avoid tracing an
  entire session
• Function IScript_PCTraceOff()
• SetTracePC(0)
• End-Function
• Function IScript_PCTraceAll()
• SetTracePC(3596)
• End-Function

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Enhancing PeopleSoft User Experience
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Enhancing PeopleSoft User Experience

• Judicious use of JavaScript on PeopleSoft
  generated pages
• Multiple ways to add JavaScript
• HTML Areas
• Web Server plugins
• PeopleTools HTML objects

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Minimizing impact with JavaScript

• function addEvent(obj, evType, fn, useCapture)
• if (obj.addEventListener)
• obj.addEventListener(evType, fn, useCapture)
• return true
• else if (obj.attachEvent)
• var r obj.attachEvent("on"evType, fn)
• return r
• else
• alert("Handler could not be attached")
• addEvent(document, "keydown", function (e)
  gridKeyHandler(e) , false)

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• function gridKeyHandler(evt)
• evt getEvent(evt)
• var src getEventSource(evt)
• if (typeof src "undefined") return
• var key evt.keyCode
• if (key 38 key 40)
• var tokens /(.)\(\d)/.exec(src.id)
• var newRowNbr parseInt(tokens2) ((key
  38) ? - 1 1)
• var moveToID tokens1 '' newRowNbr
• var moveTo document.getElementById(moveToID
  )
• if (moveTo) moveTo.focus()
• gridKeyHandler(e) , false)

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Automating Save As functionality
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Automating Save As Functionality

• Load Project with Save As code
• Identify/Create Component Interface for Component
• Don't forget about security!
• Copy level 0 Record
• Delete all fields except for keys
• Change Record type to Work Record
• Create Page with fields from new record
• Add Save As subpage
• Add page to component
• Grant security to Save As page for authorized
  users
• Optional
• Add additional PeopleCode logic around Save As
  logic

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Save As PeopleCode

• This gets added to RowInit for your work record
• GS_CI_UTILS_WRK.RECNAME "GS_VNDR_SAVE_AS"
• GS_CI_UTILS_WRK.BCNAME "VNDR_ID_EXCEL"
• GS_CI_UTILS_WRK.PANELNAME "VNDR_ID1_SUM"
• Optionally copy PeopleCode from delivered Save
  As push button to add application specific logic
• Example Auto-numbering, etc.
• level0RecordNew.GetField(Field.VENDOR_ID).Value
  newCI.GetPropertyByName("VENDOR_ID")

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Questions?

• http//blog.greysparling.com/
• Lots of good PeopleTools Tips and Techniques
  posted