Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Establishing Login Interrupts in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Today’s Presenters Jim GallamoDirector Sonya HughesWeb Specialist Suman RustagiSenior Technical Advisor

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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 T HE C ATHOLIC U NIVERSITY of A MERICA Agenda CUA Overview PeopleSoft Environment Development Goals Implementation Options Key Development Considerations Process Flow Technical Details Questions

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Overview Located in Washington, DC Founded in Students 1500 Faculty and Staff Undergrad, Grad and Doctoral programs 12 Schools including Law School Research – Tier II

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA PeopleSoft Environment 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 T HE C ATHOLIC U NIVERSITY of A MERICA Server Environment

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Development Goals 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 T HE C ATHOLIC U NIVERSITY of A MERICA Key Development Considerations 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 T HE C ATHOLIC U NIVERSITY of A MERICA 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 T HE C ATHOLIC U NIVERSITY of A MERICA 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 T HE C ATHOLIC U NIVERSITY of A MERICA 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 T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Process (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Process (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Process (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Process (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Process (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Process (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Technical Details

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Technical Details (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Technical Details (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Technical Details (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Technical Details (cont’d) PeopleTools > Security > Password Configuration > Password Controls

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA 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. Technical Details (cont’d)

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Technical Details Update 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 T HE C ATHOLIC U NIVERSITY of A MERICA Interrupt Usage Current –Emergency Contact Information –Local Addresses –Cell Phone Notification Future –Health Insurance Waivers –Financial Responsibility Statement

Center for Planning and Information Technology T HE C ATHOLIC U NIVERSITY of A MERICA Points of Contact Suman Rustagi Sonya Hughes Jim Gallamo