1. QuestDirect.org Creating a Custom Pagelet Mark Kirkland – Boise Inc.. August 27-29, 2012

2. QuestDirect.org Abstract Boise Inc. uses many custom Pagelets for everyday metrics. While PeopleSoft delivers many Pagelets, Boise Inc. has deployed many custom Pagelets for use in Purchasing and Inventory.

3. QuestDirect.org Objectives Objective 1: Share the strategy and use of Pagelets at Boise Inc., and why we chose the metrics and functions that are being used. Objective 2: Demonstrate live the creation, publication and use of a Pagelet. Objective 3: Learn how other companies have deployed this functionality, and how it might be extended in version 9.0 and beyond

4. QuestDirect.org Boise Inc.. Background Boise Inc. is a publicly traded company (BZ) Boise Inc. was spun off by Boise Cascade about 5 years ago. www.boiseinc.com Boise Inc. manufactures Paper, Packaging, and Newsprint, as well as specialty Papers like Label and Release products Leader in the Recycled Paper market

5. QuestDirect.org Boise Inc. Background Installed PeopleSoft in 1997 PeopleSoft Version 9.0 PeopleTools Version 8.51 (October 15 th, 2011) Support for Boise Inc. and Boise Cascade, LLC – 40 PO Business Units – 144 Buyers (~100,000 POs/Year) – 171 Receivers (~145,000 Receipt Lines/Year) PeopleTools Version 8.52 (October 2012) PeopleSoft Version 9.2 (Spring 2013)

6. QuestDirect.org Boise Inc.. Background HQ - Idaho St Helens, OR Wallula, WA Deridder, LA Jackson, AL International Falls, MN Salt Lake City, UT Waco, TX Burley and Nampa, ID Salem, OR Sparks, NV Hexacomb (13 BU’s) Tharco (10 BU’s)

7. QuestDirect.org Why are we here today? Who uses a Dashboard (in PeopleSoft or outside of PeopleSoft) ? Who uses PeopleSoft Pagelets? What is the purpose of Pagelets? How Boise uses Pagelets – Strategy – Purpose

8. QuestDirect.org General Pagelet Info Pagelets became available with PeopleTools 8.50 (possibly earlier, but that is when we started using them) No additional licensing was required Extremely easy to configure the basics, but has the potential to do a lot more than will be demonstrated today.

9. QuestDirect.org General Pagelet Info Creating Pagelets based on PS Query is a natural extension of a Functional User. Where as normally Functional Users do not use PeopleTools, you will need access to: – Structure and Content – Portal/Pagelet Wizard

10. QuestDirect.org Pagelets Structure and Content security allows the display of these options

11. QuestDirect.org Delivered Pagelets

12. QuestDirect.org Creating a Simple Pagelet Need to have a plan, what are you trying to accomplish? – Do you need to support a Business Process? – Alerts, do you need to tell users something? – Ease of Access, are you giving users an easier way of accessing a function or document – Posting Metrics, are you trying to keep users aware of key metrics – Peer Pressure

13. QuestDirect.org Boise Inc. Buyer PeopleSoft Homepage

14. QuestDirect.org Cost Savings by Mill with Thresholds

15. QuestDirect.org Overdue PO’s with Hyperlinks into Add/Update PO

16. QuestDirect.org Graph of Match Exceptions by Buyer

17. QuestDirect.org Overdue Match Exceptions

18. QuestDirect.org Create a Query Create a PeopleSoft Query Use a query that will prompt for a Business Unit, count POs by Buyer and PO Status, but exclude Canceled, Pending Canceled, or Closed POs.

19. QuestDirect.org Create a Query SELECT A.BUSINESS_UNIT, A.BUYER_ID, A.PO_STATUS, COUNT(*) FROM PS_PO_HDR A WHERE A.BUSINESS_UNIT = :1 AND A.PO_STATUS NOT IN ('C','X','PX') GROUP BY A.BUSINESS_UNIT, A.BUYER_ID, A.PO_STATUS

20. QuestDirect.org Launch Pagelet Wizard Main Menu >> PeopleTools >> Portal >> Pagelet Wizard >> Pagelet Wizard

21. QuestDirect.org Create Pagelet Develop a Naming Convention PR = Procurement (AP= Accounts Payable, etc.) PR001 = Procurement Pagelet #1 AP001 = Accounts Payable Pagelet #1

22. QuestDirect.org

23. Pagelet Wizard Steps 1.Specify the Pagelet Information 2.Select Data Source 3.Specify Data Source Parameters 4.Select Display Format 5.Specify Display Options 6.Specify Publishing Options

24. QuestDirect.org Specify Pagelet Information

25. QuestDirect.org Select Data Source

26. QuestDirect.org Select Data Source Continued

27. QuestDirect.org Select Data Source Continued

28. QuestDirect.org Specify Data Source Parameters

29. QuestDirect.org Select Display Format

30. QuestDirect.org Specify Display Options

31. QuestDirect.org Specify Display Options Continued Set a Opening Text or Title Set a Closing Text or Title Set Thresholds Many other options and customizations are possible

32. QuestDirect.org Set a Threshold for Counts > 5

33. QuestDirect.org Pagelet with Thresholds Set

34. QuestDirect.org Specify Publishing Options Check the box to make it a Homepage Pagelet and assign a Folder. There are many other options and possibilities.

35. QuestDirect.org Display Pagelet on Home Page Go into Content on Home Page Find new Pagelet and Select Save

36. QuestDirect.org Title

37. QuestDirect.org Potential Problems/Tips The Pagelets shown today are all leveraging PeopleSoft Query. – Keep the queries as simple as possible. – Long running/complicated queries can affect response time, especially at logon. – We are currently running a routine in the background to assist with refreshing queries and minimizing response time issues Use your ‘Space’ wisely, get the most value without scrolling

38. QuestDirect.org Q & A Thanks for showing up, do you have any questions?