Thursday, May 30, 2013
Thursday, August 11, 2011
PeopleSoft CRM - Call Center Configuration Navigation
Call Center Definition
Setup CRM> Bu related > Call Center Definition
1. Call Center BU
2. Call Center Options
3. Display Tempate
4. Case Defaults
Display Template
1. Display Template Details
2. Call Display Tempate Policies
Call center Page Field Values
Setup CRM > Product Related > Call Center >
Case Status
Case Type
Case Priority
Case Severity
Case Impact
Case Source
Problem Type
Problem Category
Problem Type
Problem Detail
Group Work List
Setup CRM > Common Definitons >Work list >Group work list
Provider Group
Workforce > Provider Group
User Profile
People Tools > Security >User profile > User Profile
AAF
Enterprise Components > Active Analytics Framework > Polices > Mange Policies
Message Catalog
People Tools > Utilities > Administration > Message Catalog
Tool Bar Configuration
Setup CRM > Common Definition > Component Configuration > Tool bar
1. Toolbar button Definition
2. Toolbat Definition
3. Toolbar Tester
Email Template
Setup CRM > Common Definition > Work flow > Email Template
Requirement : To disable the Component Save Button in People soft Pages
Solution:
Component Properties > Internet Tab > unchecked the save button option
use Button Object to place the page and attach the code call the DOSAVE() or DOSAVENOW () function
PeopleSoft -Multilingual
English is the default PeopleSoft Base Language.
Requirement is to change the Multilingual Data Base
1. In oracle when you choose to mount your DB dump must choose the Unicode database
2. Once done with you Application Server and Web Server configuration
3. Navigate to People Tools > Utilities> Installation Option - enable the native language which you required
4. Once DB dump extraction successfully completed, run the translation script[ which will be delivered by Oracle installation CD ROM] which is specific to your require native language
Data Mover Script for change the BASE Language (BOOT STRAP MODE)
Only Specific to Record
SET BASE_LANGUAGE < TARGET LANGUAGE>
SWAP_BASE_LANGUAGE
To Entire DATABASE
SWAP_BASE_LANGUAGE < TARGET LANGUAGE>
If you require to ignore the errors
SET ignore Error
To Create your record to support multilingual: [ Association of language Related Record]
1. Open Record in App Designer which you required for multi language support
[ E.g. EMP_NOTE]
2. Choose Save As record option to clone the table and Named as Related Record
[E.g. EMP_REL_NOTE]
3. Add a Language_CD field which is must keyed by you related Record
4. Remove the field which is not required for translate [ E.g. only keyed fields , DESC, LONG
DESC fields]
5. Related Record Must match the key order with Base Record
6. Build your related Record
7. Goto Record Properties of your base record >use Tab > Record relationship must add your
related record
8. Build the Base Record.
Swap Audit: swapaudit.SQR is deliverd SQR program to ensure the swap language record audit.
Best performance : when you create a language related record must remove the alternate search key and search Key fields.
Tuesday, July 12, 2011
PeopleSoft Batch Scheduling
People Tools process scheduler offer to run the job at regular schedules
What is Job: Job is collection of process which may be SQR / AE Process/COBOL / CRYSTAL that run together in serial mode
Navigation: People Tools>Process Scheduler > Jobs
Batch can be scheduled one of the following ways based on the business requirement
1. Recurrences through Process Scheduler
When: To run simple recurrence for a single job /process. Which specified by people tools
Where: People Tools > Process Scheduler > System Process Requests
How: based on run date, run time, and recurrence process will initiated this can be viewed by Process monitor
Example: System Process request SYSAUDIT recurrence schedule at each day
2. Schedule Jobset Definitions
When: if same job required to run with different run control parameter
Where: PeopleTools > Process Scheduler > Schedule Jobset Definitions
How:
1. Add a new schedule name specify the job name
2. Specify the run control ( May be its user profile specific )
3. Set the begin date and time
4. Select recurrence if required to specify the process scheduler server /by default Any server
5. Go to Schedule jobset items tab
6. Expand job on the left side view then specify the each process’s run control ID and we can specify the server for example for crystal reports needs to specify the windows servers
7. Set the job definition status to active
8. We can choose the run now button to run the instance
9. Once job went success we can see the process monitor calendar icon if you click that it will shows the all schedules for the job set
10. If no more recurrence to run the job set definition status would be completed we must change the recurrence correct then set the job definition to active
Example: Job associated with 3 different processes each process must required difference run control parameters and different servers
3. Recurrences
When: to create the custom recurrence i.e. different recurrence pattern and request settings
Where : PeopleTools > Process Scheduler > Recurrences
How:
1. Add a new value give the name of recurrence
2. Choose a option Schedule next recurrence
a) Current request is initiated
b) Prior request has completed
3. Choose either regular recurrence pattern or custom date to specific date to run the job
4. if required choose the catch up if start request date/time is before current date/time
What is Job: Job is collection of process which may be SQR / AE Process/COBOL / CRYSTAL that run together in serial mode
Navigation: People Tools>Process Scheduler > Jobs
Batch can be scheduled one of the following ways based on the business requirement
1. Recurrences through Process Scheduler
When: To run simple recurrence for a single job /process. Which specified by people tools
Where: People Tools > Process Scheduler > System Process Requests
How: based on run date, run time, and recurrence process will initiated this can be viewed by Process monitor
Example: System Process request SYSAUDIT recurrence schedule at each day
2. Schedule Jobset Definitions
When: if same job required to run with different run control parameter
Where: PeopleTools > Process Scheduler > Schedule Jobset Definitions
How:
1. Add a new schedule name specify the job name
2. Specify the run control ( May be its user profile specific )
3. Set the begin date and time
4. Select recurrence if required to specify the process scheduler server /by default Any server
5. Go to Schedule jobset items tab
6. Expand job on the left side view then specify the each process’s run control ID and we can specify the server for example for crystal reports needs to specify the windows servers
7. Set the job definition status to active
8. We can choose the run now button to run the instance
9. Once job went success we can see the process monitor calendar icon if you click that it will shows the all schedules for the job set
10. If no more recurrence to run the job set definition status would be completed we must change the recurrence correct then set the job definition to active
Example: Job associated with 3 different processes each process must required difference run control parameters and different servers
3. Recurrences
When: to create the custom recurrence i.e. different recurrence pattern and request settings
Where : PeopleTools > Process Scheduler > Recurrences
How:
1. Add a new value give the name of recurrence
2. Choose a option Schedule next recurrence
a) Current request is initiated
b) Prior request has completed
3. Choose either regular recurrence pattern or custom date to specific date to run the job
4. if required choose the catch up if start request date/time is before current date/time
Data Mover Script
Data Mover is one of the best utility export and imports the data in PeopleSoft database.
Example Export Data Mover Script:
set log C:\Sample01_Export.log;
set output C:\Sample01.dat;
export TABLE_NAME;
Example Import Data Mover Script:
set log C:\Sample01_Import.log;
set input C:\Sample01.dat;
import *;
Note:
1.For best practice Type table name Instead of use import *
2.We can where clause statement after the export statement
3.We can export N number of tables though adding export statement
4.Use replace all to drop the table Index to avoid the unique constraints on import
5.Use replace_data for delete the existing data and replace the new data through import
6.For best practice must use the set log statement for validation of import / export
7.For best practice while specify the log input /output must use the C:\ drive
Example Export Data Mover Script:
set log C:\Sample01_Export.log;
set output C:\Sample01.dat;
export TABLE_NAME;
Example Import Data Mover Script:
set log C:\Sample01_Import.log;
set input C:\Sample01.dat;
import *;
Note:
1.For best practice Type table name Instead of use import *
2.We can where clause statement after the export statement
3.We can export N number of tables though adding export statement
4.Use replace all to drop the table Index to avoid the unique constraints on import
5.Use replace_data for delete the existing data and replace the new data through import
6.For best practice must use the set log statement for validation of import / export
7.For best practice while specify the log input /output must use the C:\ drive
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