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PeopleSoft Campus Solutions

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Oracle/PS Documentation

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Oracle/PeopleSoft Publications and Presentations:

The following is a listing of Oracle/PeopleSoft publications and presentations in the SFIS Blog (PeopleSoft Version 9.0 and PeopleTools Version 8.52+). 

We currently use BI Publisher Version 8.54 and BI Publisher Template Builder Version 10.1.3.4.1.

To see Oracle documentation about the upcoming Upgrades To PeopleSoft and PeopleTools Versions, click here.

  • GENERAL PEOPLESOFT INFORMATION
    1. PeopleSoft Campus Solutions 9.0 Application Fundamentals PeopleBook
    2. PeopleSoft Campus Community 9.0 Fundamentals PeopleBook
    3. PeopleSoft Tools 8.52 PeopleSoft Applications User’s Guide
  • BI PUBLISHER (formerly known as XML PUBLISHER) – 8.52
    1.  PeopleTools 8.52:  BI Publisher for PeopleSoft (June 2013)
    2. PeopleTools 8.52:  BI Publisher for PeopleSoft (October 2011)
    3. Oracle Business Intelligence Publisher User’s Guide (online)
  •  BI PUBLISHER – 8.48
    1. PeopleSoft XMLP Powerpoint
    2. Creating PeopleSoft Reports Using XML Publisher (pdf file)
    3. Creating PeopleSoft Reports Using XML Publisher (on-line file)
  •   BI PUBLISHER – Template Builder
    1. BI Publisher Template Builder for Word Tutorial – Annotated – This is an annotated version of an Oracle “quick tutorial” document.  The annotations are added to clarify some of the points and to bring the instructions into line with the version of BI Publisher installed here.
    2. XMLP Templates by Example
  • BI PUBLISHER – Crystal Reports
    1. Convert Oracle Reports, Crystal and Actuate to Oracle BI Publisher (PowerPoint)
    2. Converting Reports from Business Objects Crystal Reports to Oracle BI Publisher – An Oracle White Paper – February, 2008
    3. Business Practice Change – PeopleSoft Third-Party Products – Business Objects Enterprise and Crystal Reports
      1. Business Practice Change – Crystal Reports – Frequently Asked Questions
  • COMMUNICATION GENERATION (COMM GEN)
    1. Campus Solutions 9.0 – Communication Generation White Paper – March 2010 (Oracle)
    2. Communication Generation Troubleshooting – Alliance 33105 (Oracle)
    3. Appendix A – Administrative Functions, Core Records, and Variable Data
  • POPULATION SELECTION and MASS ASSIGN
    1. New in 9.0:  “Population Selection” – A Deep Dive (Oracle)
    2. Unleashing the Power of Pop Update for Student Financials (Oracle)
  • PEOPLESOFT QUERY
    1. Mastering PS Query  (Pivot Grids, Drilling Down, Connected Query)
    2. PeopleTools 8.52: PeopleSoft Query
    3. Making the Most of PeopleSoft Query (Improvements 8.48 – 8.51)
  • RELATED QUERY
    1. PeopleSoft Success: Using the Related Content Framework to Empower Users
  • OTHER ORACLE SOURCES
    1. Oracle Magazine SQL 101 Columns
    2. Oracle Magazine Online

ORACLE PUBLICATIONS

  • The following three Oracle publications contain information on working with the current versions of PeopleSoft Campus Solutions and PeopleTools used at Wesleyan.
  • PeopleSoft Tools 8.52 PeopleSoft Applications User’s Guide

    • Information on how to utilize PeopleSoft databases in general.   It is broken down into these general areas in the following eight Chapters:
  1. Working With PeopleSoft Applications  – click this link for the blog page on working with browsers.
  2. Setting User Preferences – click this link for the blog page on setting User Preferences in SFIS.
  3. Retrieving Data Using Keys, Search Pages, and PeopleSoft Search Technolog
  4. Using PeopleSoft Application Pages
  5. Working With Grids and Scroll Areas
  6. Working With Processes and Reports
  7. Using Workflow (not currently used in SFIS)
  8. Using PeopleSoft Navigator

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  • PeopleSoft Campus Community 9.0 Fundamentals PeopleBook

    • A very large on-line PDF file on the oracle.com website.  It contains 57 chapters on setting up and managing Campus Community.  Among the many topics covered are:
      1. Biographical Information – Names, Addresses, Phone Data, Personal Attributes, Relationships, Emergency Contacts, Work Experience
      2. Service Indicators – click to see the blog page about Service Indicators (Holds)
      3. FERPA
      4. Personal Identification – Citizenship, Passport, Visa, Residency
      5. Health Data
      6. Participation Data
      7. Organization Data
      8. Administrative Functions
      9. Population Selection
      10. Student Groups
      11. Communications – click to the blog page with an overview of Communications
      12. Comments
      13. Checklists
      14. 3C Engine
      15. Committees – click to see the blog page containing information on maintaining Committees
      16. System IDs
      17. Shopping Cart
      18. Search for Records and Using Search/Match – click to read the blog page about duplicate records and Search/Match
      19. Adding a Person
      20. Affiliations
      21. Student Services Center

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  • PeopleSoft Campus Solutions 9.0 Application Fundamentals PeopleBook

    • Provides implementation and processing information for Campus Solutions in the following 26 Chapters (sections irrelevant to most users are in parentheses)
  1. Getting Started with Campus Solutions
  2. Introducing Business Units and Data Sharing
  3. (Data Conversion)
  4. (Installation Setup and System Defaults)
  5. (Integrating CS with HCM)
  6. Designing Your Academic Structure
  7. Establishing Terms and Sessions
  8. Defining Traditional Academic Calendars
  9. Defining Dynamic Academic Calendars
  10. Defining Programs, Plans, and Subplans
  11. (AUS Setting Up Government Reporting)
  12. Introducing Security for Your System
  13. (Securing Your Academic Institution)
  14. (Securing Campus Community)
  15. (Securing Recruiting and Admissions)
  16. (Securing Student Records)
  17. (Securing Student Financials)
  18. (Securing Contributor Relations)
  19. Creating and Maintaining User Profiles
  20. (Using Mass Change)
  21. Setting User Defaults
  22. (Working with PeopleSoft Directory Interface for Campus Solutions)
  23. (Setting Up Adapters)
  24. (Setting Up Equation Engine)
  25. (Working with Equation Engine)
  26. (Introducing Customer Relationship Management for Higher Education)

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Click on the following links for additional documentation from other sources:
  • PROCEDURES – General [External References]
    • Also linked to the PROCEDURES ~ General page, under Oracle Publications, are three Oracle PeopleSoft publications with information on working with the current versions of PeopleSoft Campus Solutions and PeopleTools used at Wesleyan.
  • QUERY – EXTERNAL REFERENCES
  • LISTS OF LINKS

 

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