Prepared by: Session ID: PeopleTools 8.55: Something for Everyone Surafel Belew Director of Technology Innovation BTRG 2016PSFT
Introductions Surafel Belew Director of Technology Janet Martin Senior Solutions Architect
PeopleTools 8.55 Agenda PeopleTools 8.55 Overview Fluid Enhancements Simplified Analytics PeopleSoft Cloud Architecture Update Manager Other Impacts
PEOPLETOOLS 8.55 OVERVIEW
Overview User Experience PeopleSoft Cloud Architecture Lifecycle Management Enhancements System Admin / Development Features Search Capabilities
User Experience Fluid Enhancements Fluid Dashboard Fluid Activity Guides Tiles - Tile Wizard, Interactive, external content, sizing Reporting & Analytics Simplified Analytics – Normal flow of work Pivot Grids – Composite Query, Save As BI Publisher – Change data source, distribution to non-PeopleSoft users, include external attachments nVision – PeopleSoft API for Excel, Multiple Chartfield nPlosion Crystals no longer supported
PeopleSoft Cloud Architecture Deploy PeopleSoft on the Cloud Infrastructure Oracle Public Cloud Other Cloud providers Internal Private Cloud Existing on-premise hardware Options to host demo or lower environment on the public cloud Doesn’t make PeopleSoft a SaaS solution Leverage virtualization solutions with the choice of virtualization platform PUM no longer requires a physical server
PeopleSoft Cloud Architecture Cloud architecture delivers new automation process even for on premise customers DPK – Deployment Packages Puppet – Automated Deployment Application Server Web Binaries Process Schedules PeopleTools Client ACM - Automated Configuration Management PIA Configuration Integration Broker SES Interaction Hub
Life Cycle Management Enhancements PeopleSoft Update Manager PUM Dashboard Improved Selection Process Change Assistant PeopleSoft Test Framework Supports custom sign in pages Message tool window can be moved and resized Several enhancements to Mass update utility Application Data Sets Improved Performance
Development / System Admin Features Server Admin Push Notifications on Mobile devices Log Correlation PS Admin Enhancements Oracle 12c In-Memory Security Extended Secure by default initiative Access ID & Connect ID passwords lengths extended SHA-2 hash algorithm and 4096 key size support
Development / System Admin Features Development Features Application Designer UI Improvements Additional Keyboard Shortcuts in Application Designer Search filters Event Mapping PeopleCode New Classes / Methods / Properties / Functions Push Notifications Navigation Bar
Search Capabilities Improved search user interface PeopleSoft Search Activity Guides Search Administrator and Search Developer Activity Guides Custom namespace Allow cloned environment to use the deployed indices from the original environment Elastic Search Replaces SES sometime in 2016 Plans to use the same PeopleSoft Search framework and IB to feed content
PEOPLETOOLS 8.55 OVERVIEW FLUID ENHANCEMENTS
Fluid is the Default Fluid UI is turned on by default on PeopleTools 8.55 On PeopleTools 8.54 there were options to disable Fluid UI through Web Profile settings The Web Profile settings have been removed on PeopleTools 8.55 Could be difficult for power user to adapt to Fluid PeopleTools 8.54PeopleTools 8.55
Tiles Interactive Tiles Interact with data directly within a tile Interactive tiles that require more screen space may open a modal window External Content Content displayed in tile is always set to be interactive Tile Sizing Tiles can now be presented to users in greater variety of sizes They can be set to size themselves automatically depending on the size of the content, browser size and device size Can be set for auto or manual sizing
Navigation Bar Enhancements The Navigation Bar (NavBar) is improved for use with Small Form Factor devices. When screen width is limited, the NavBar will show only the tile list. The user can navigate from a tile in the list to the second level and make a selection, or navigate back to the tile list; but only the tile list will be displayed. This makes a fluid page and the NavBar specifically work better in touch first mode.
Navigation Bar Enhancements
Actions
Navigation Bar Enhancements
SIMPLIFIED ANALYTICS
Simplified Analytics Allow end-users to create their own analytic reports contextual to the current transactions Administrators can create and push pre-canned reports to end-users It’s a simple 3-step process to create reports with different visualizations and report templates to choose from
Simplified Analytics
PEOPLESOFT CLOUD ARCHITECTURE
Deployment Packages DPKs allow fast deployment of a PeopleSoft environment by automating the steps associated with the following installations steps: Necessary programs like JDK Tuxedo and Weblogic Application binaries PeopleTools Configuring Application, Process Scheduler and PIA domains DPKs also used for PeopleSoft Update Image, PeopleTools Patch and PeopleTools-only Upgrade DPKs on Linux and Microsoft Windows platform running Oracle Database. They will soon be available on SQL Server Database, DB2 for z/OS and DB2 for Linux. Oracle recommends customers use the PeopleSoft Deployment Packages (DPKs) to install and configure PeopleSoft environments
The Current Process 1 Download Components 2 Download CPUs 3 Provision Hardware 4 Provision Database 5 Install Tools & 3rd Parties 6 Apply Patches 7 Configure Web Tier 8 Configure App Server 9 Configure Proc Scheduler 10 Configure IB 11 Install and Configure Search 12 Validation Test 13 Resolve Issues 14 Release to Users
The New Process 1 Download DPKs 2 Select Type of Environment to Deploy DEV/TEST/ DEMO 3 Allocate Compute Resources 4 Provision Database 5 Execute Automated Deployment 6 Release to Users
Options for Deploying PeopleSoft Image PeopleSoft Bootstrap DPK PeopleSoft Virtual or Physical Machine on a Microsoft Windows Host PeopleSoft Virtual or Physical Machine on a Linux Host VirtualBox VM Use VirtualBox Shell to setup the PeopleSoft Virtual Machine
PUM DPK Tools Server/ Client DPK App Image DPK Virtual Box Shell Oracle 12c DB DPK Search Engine VM
Tools Server DPK Server/ 3rd Party Components Server Connectivity Automation Runtime Tools Binaries
Tools Client DPK Tools IDE/PUM/PTF Automation Drivers DB Connectivity
DPK Installation Options Setup a full-tier environment including a PeopleSoft application database and the mid-tier components Mid-tier installation to setup only the Application Server, PIA, and Web Server components Database tier installation to setup only the PeopleSoft application database Also able to cleanup existing deployed PeopleSoft environment
PEOPLESOFT UPDATE MANAGER
Upgrade Manager Dashboard
PUM Analytics Bug by target database - Percentage of fixes applied relative to the total number of fixes in an image Bug Status by Tag - Percentage of fixes applied for a tag value relative to the total percentage of fixes available Bug Status by Product - Percentage of updates applied to all products related to updates available Bug Status by Image – Total percentage of fixes applied relative to when the fixes were first available
Customization Repository
Improved Selection Process Iterative Search - Users can now create change package definitions from multiple searches. Searches by different criteria such as object and bug can now be consolidated into a single change package for easier maintenance. Users can now do direct searches for new features and for tax updates. There is an option within search to provide the user with customization impact information during search.
Upgrade Package Create an Application Upgrade Package (UPG) based on the upgrade path specified Create a Required for Upgrade Package Create both the Application Upgrade package (UPG) and the Required Upgrade Package (RFU)
Change Assistant Enhancements Install multiple instances of Change Assistant Retain Change Assistant Settings When removing an installation instance, PS CA can now save the existing configuration information Ability to save PS CA configuration for multiple PUM images Enhanced Change Assistant UI
Change Assistant Enhancements Ability to export Change Assistant settings to a file Import Change Assistant settings from another instance of CA or a file
OTHER FEATURES
Developer Impacts Event Mapping Application Designer Productivity Enhancements New Search Filters Auto Complete in Pcode editor Application Engine Log Analyzer
Developer Impacts Event Mapping Map application class PeopleCode programs to component and component record events. This allows custom PeopleCode programs to be defined for a component without customizing the component definition in Application Designer. Demo
Developer Impacts
Application Designer Productivity Enhancements Search Filters
Auto-complete pop-up in Pcode editor Application Designer Productivity Enhancements
Application Engine Log Analyzer Use structured GUI to view and analyze trace files AE Trace files and PeopleCode trace files in a consolidated view Filter by duration, number of rows updated, keyword, etc.
New Application Designer Shortcuts
PS Admin Improvements Minimize down time associated with application of maintenance and reduce the chance of misconfiguration Create PIA domain directly from PSADMIN Replicate web domain directly from the command line Import new web domain using command line Refresh PS_CFG_HOME from PSADMIN Support encrypt passwords in the Quick configuration menu of PSADMIN
PS Admin Improvements Log Correlation New fields are added to the application and web server domain logs that help easily correlate middle tier log entries. The new fields help identify transactions and user information
Security Impacts The new release now also supports password length for the database Access and Connect Ids up to 32 characters. In the past, this limitation was significant since Access and Connect Ids were not able to meet most database security requirements. PeopleTools 8.55 serve to further the Oracle Secure Configuration initiative by expanding on its Secure by Default installation. The Secure by Default approach ensures that application configuration settings help reduce system vulnerability. Boosts password control capabilities by delivering default values for password minimum length, Signon PeopleCode, Password Expiration and Account Lockout. Forgot Password functionality no longer provides feedback if a correct User Id is entered or if the correct response is entered to the password question. When generating private keys, by default PeopleTools now uses the SHA-256 with RSA encryption algorithm and the 4096 key size.
SMART DECISIONS START WITH INTELLIGENT DIALOGUE
Troy Villemaire