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.
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GENERAL PEOPLESOFT INFORMATION
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BI PUBLISHER (formerly known as XML PUBLISHER) – 8.52
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BI PUBLISHER – 8.48
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BI PUBLISHER – Template Builder
- 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.
- XMLP Templates by Example
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BI PUBLISHER – Crystal Reports
- Convert Oracle Reports, Crystal and Actuate to Oracle BI Publisher (PowerPoint)
- Converting Reports from Business Objects Crystal Reports to Oracle BI Publisher – An Oracle White Paper – February, 2008
- Business Practice Change – PeopleSoft Third-Party Products – Business Objects Enterprise and Crystal Reports
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COMMUNICATION GENERATION (COMM GEN)
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POPULATION SELECTION and MASS ASSIGN
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PEOPLESOFT QUERY
- Mastering PS Query (Pivot Grids, Drilling Down, Connected Query)
- PeopleTools 8.52: PeopleSoft Query
- Making the Most of PeopleSoft Query (Improvements 8.48 – 8.51)
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RELATED QUERY
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OTHER ORACLE SOURCES
ORACLE PUBLICATIONS
- The following three Oracle publications contain information on working with the current versions of PeopleSoft Campus Solutions and PeopleTools used at Wesleyan.
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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:
- Working With PeopleSoft Applications – click this link for the blog page on working with browsers.
- Setting User Preferences – click this link for the blog page on setting User Preferences in SFIS.
- Retrieving Data Using Keys, Search Pages, and PeopleSoft Search Technolog
- Using PeopleSoft Application Pages
- Working With Grids and Scroll Areas
- Working With Processes and Reports
- Using Workflow (not currently used in SFIS)
- 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:
- Biographical Information – Names, Addresses, Phone Data, Personal Attributes, Relationships, Emergency Contacts, Work Experience
- Service Indicators – click to see the blog page about Service Indicators (Holds)
- FERPA
- Personal Identification – Citizenship, Passport, Visa, Residency
- Health Data
- Participation Data
- Organization Data
- Administrative Functions
- Population Selection
- Student Groups
- Communications – click to the blog page with an overview of Communications
- Comments
- Checklists
- 3C Engine
- Committees – click to see the blog page containing information on maintaining Committees
- System IDs
- Shopping Cart
- Search for Records and Using Search/Match – click to read the blog page about duplicate records and Search/Match
- Adding a Person
- Affiliations
- Student Services Center
- 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:
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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)
- Getting Started with Campus Solutions
- Introducing Business Units and Data Sharing
- (Data Conversion)
- (Installation Setup and System Defaults)
- (Integrating CS with HCM)
- Designing Your Academic Structure
- Establishing Terms and Sessions
- Defining Traditional Academic Calendars
- Defining Dynamic Academic Calendars
- Defining Programs, Plans, and Subplans
- (AUS Setting Up Government Reporting)
- Introducing Security for Your System
- (Securing Your Academic Institution)
- (Securing Campus Community)
- (Securing Recruiting and Admissions)
- (Securing Student Records)
- (Securing Student Financials)
- (Securing Contributor Relations)
- Creating and Maintaining User Profiles
- (Using Mass Change)
- Setting User Defaults
- (Working with PeopleSoft Directory Interface for Campus Solutions)
- (Setting Up Adapters)
- (Setting Up Equation Engine)
- (Working with Equation Engine)
- (Introducing Customer Relationship Management for Higher Education)
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