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Essential Guide to PeopleSoft Development and Customization

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Manning Publications Co.
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Greenwich, CT 06830

Essential Guide to PeopleSoft Development and Customization
Tony DeLia, Galina Landres, Isidor Rivera, Prakash Sankaran

2000 | 1101 pages
ISBN: 1884777929
  $64.95 Softbound print book Out of Stock (?)

Table of Contents

Part 1. About PeopleSoft

Chapter 1.1 Software Development: A Paradigm Shift

  • From programming languages, single user packages to enterprise solution packages
  • Major players: Oracle, PeopleSoft, SAP, BAAN, etc.
  • PeopleSoft Applications Chapter

Chapter 1.2 PeopleSoft Architecture

  • Two-tier vs. Three-tier architecture
  • Windows and Web Clients
  • Application Server
  • Database Server
  • Web Server
  • Batch Server
  • CITRIX/Tuxedo/Jolt (Load Balancing)

Chapter 1.3 An Introduction to PeopleSoft

  • A User's View to PeopleSoft
  • Signing on to PeopleSoft
  • Walkthrough

Part 2. Tools of the Trade

Chapter 2.1 Development Tools

  • Application Designer
  • Fields
  • Records
  • Panels
  • Panel Groups
  • Menus
  • PeopleCode
  • Projects
  • Upgrades
  • Workflow Administrator
  • Process Scheduler
  • Mass Change
  • Application Engine
  • Reporting Tools: SQR, Crystal, Query, nVision, Cube Manager
  • PeopleSoft Cobol

Chapter 2.2 Administration Tools

  • Data Mover
  • Import Manager
  • Security Administrator
  • Tree Manager
  • EDI Manager

Chapter 2.3 Overview of PeopleCode

  • What is PeopleCode?
  • PeopleCode Events
  • Using Application Designer to develop PeopleCode

Part 3. Application Development

Chapter 3.1 Building your First Application

  • Identifying the application to be developed
  • Using the Application Designer
  • Creating a PeopleSoft Field Definition
  • Working with Projects
  • Creating a PeopleSoft Record Definition
  • PeopleSoft Objects vs. Database Objects
  • Creating a PeopleSoft Panel Definition
  • Creating Panel Groups in PeopleSoft
  • Creating Application Menus in PeopleSoft
  • Authorize Users to Access Menu Items
  • Testing Your Application

Chapter 3.2 Enhancing Your Application

  • Creating Custom Field Formats
  • Search Records and Views
  • Prompt, Translate and Field edits
  • PeopleCode in Action
  • Derived/Work Records
  • Building a Panel Group
  • Using Push Buttons
  • Set Control Fields

Chapter 3.3 Using Advanced Features

  • Working with Multiple Scroll Bars
  • Working with Effective Dates
  • Working with Sub Panels
  • Designing Inquiry Panels
  • Security Features
  • Run Control Panels
  • Process and Job Definitions
  • Data Presentation
  • PeopleTools Tables
  • Debugging in PeopleSoft
  • PeopleSoft Audit
  • PeopleTools Utilities
  • Related Language Records

Part 4. PeopleCode. An in-depth look

Chapter 4.1 PeopleCode Language Elements

  • PeopleCode Editor
  • Data Types
  • String
  • Number
  • Date
  • DateTime
  • Other Data Types
  • PeopleCode Comments
  • Expressions and Statements
  • System Variables
  • Global vs. Local variables
  • Controlling Execution Flow
  • Field References

Chapter 4.2 The Application Processor

  • Program Execution Flow
  • Event Processing
  • FieldDefault
  • FieldEdit
  • FieldChange
  • FieldFormula
  • RowInit
  • RowInsert
  • RowDelete
  • RowSelect
  • SaveEdit
  • SavePreChg
  • SavePostChg
  • SearchInit
  • SearchSave
  • WorkFlow
  • Pre-Popup

Chapter 4.3 Working with Scrolls

  • Parent/Child relationship
  • ScrollSelect
  • Functions
  •  Uses

Chapter 4.4 Function Libraries

  • Using PeopleCode delivered functions
  • External PeopleCode Functions
  • Non-PeopleCode Functions
  • Developing Your Own Functions

Chapter 4.5 Messages and Error Handling

  • Using Messages to Handle Errors
  • Message Retrieval and Severity
  • Message Functions
  • Messages for a World Wide Audience

Chapter 4.6 Embedded SQL

  • When to use
  • Using Bind Variables
  • Working with Dates in SQL Exec

Chapter 4.7 Debugging Your Peoplecode

  • Utilities
  • Using Trace
  • Using Messages

Chapter 4.8 Special Topics

  • How three-tier architecture impacts PeopleCode?
  • Using Process Groups
  • How to Control Process Location
  • Client-Only PeopleCode built-in Functions
  • Using WinExec vs. Exec Functions
  • Running PeopleCode from a Non-Windows Environment
  • Using Peoplecode Functions To Send Mail

Part 5. Customizing PeopleSoft Delivered Applications

Chapter 5.1 "Vanilla" vs. Customized

Chapter 5.2 Putting Your Customizations to Work

  • Identifying the objects to be customized
  • Using the Application Designer for customization
  • Testing Your Changes

Chapter 5.3 Upgrade Considerations

  • Customizing Record Definitions
  • Synchronizing the back end database with PeopleTools tables
  • Cache Files
  • Customizing Online Panels
  • Customizing PeopleCode
  • Customizing Menus
  • Customizing Trees and Access Groups
  • Restoring Security
  • Testing your changes

Part 6. Using Structured Query Report Writer (SQR) in PeopleSoft Applications

Chapter 6.1 What is SQR

  • About SQR
  • Multiple Platform Support
  • Database Independence

Chapter 6.2 Running SQR in PeopleSoft Applications

  • Selecting a Menu
  • Using Run Control Panel
  • Process Scheduler
  • Process Monitor
  • Viewing the Output

Chapter 6.3 Attaching an SQR Program to PeopleSoft Process Scheduler

  • Creating Run Control Record
  • Creating Run Control Panel
  • Selecting an appropriate Menu for your Program
  • Granting a security access to the panel Group
  • Creating a process Definition for your Program
  • Testing Your SQR Program

Chapter 6.4 Making your SQR Program API Aware

  • What Is API Aware
  • Using .SQC files to Communicate with Process Scheduler
  • Changing your SQR Program
  • Examining the Process Monitor Messages

Chapter 6.5 Passing Input Parameters from PeopleSoft Online Panels

  • Using .SQC files to obtain Input Parameters
  • Creating/Modifying Run Control Records and related .SQC files
  • Linking Everything Together

Chapter 6.6 Working with Historical data in PeopleSoft Applications

  • Effective Dating
  • Examples of SQL/SQR working with Effective Dates

Chapter 6.7 Creating Interfaces between PeopleSoft and Other Systems

  • Using Flat Files for inbound and outbound interfaces
  • Various techniques to create flat file outputs
  • Common problems and solutions

Chapter 6.8 Implementing Security in SQR

  • Menu Level Security
  • Departmental Level Security

Part 7. Globalizing PeopleSoft Applications

Chapter 7.1 How to Globalize PeopleSoft applications?

  • Supporting PeopleSoft multinational applications
  • Important Considerations
  • How to Translate Database Fields
  • How to Translate Xlat Values
  • How to Translate Messages
  • How to Translate on-line Help
  • How to Translate PeopleTools System Generated Text
  • Using Double Byte Characters
  • Process Definitions

Part 8. Using Application Engine

Introduction

Chapter 8.1 What is Application Engine

  • About Application Engine
  • Advantages / Disadvantages

Chapter 8.2 Application Engine Basics

  • Main Components
  • A/E DEFINITION TABLES
  • A/E DEFINITION PANELS
    • APPLICATION Definition Panel
    • SECTION Definition Panel
    • STEP Definition Panel
    • STATEMENT Definition Panel
  • A/E SECTION / STEP RELATIONSHIP
  • APPLICATION ENGINE - THE BIG PICTURE

Chapter 8.3 Before We Begin

  • Introduction
  • Preparing for our Exercises
    • Using SQR as a Model
  • Adding Message Catalog Entries
  • Creating a Custom Cache Record

Chapter 8.4 Building Your First Application

  • Exercise #1: Hello World!
    • Creating an SQR Version
    • Defining the Application
    • Creating Sections, Steps and Statements
    • Introducing the &MSG Function
    • Running an Application Engine Program
    • Reviewing Application Engine Messages
  • SQR / Application Engine Comparison
  • Chapter Highlights

Chapter 8.5 Using Cache Fields

  • Exercise #2: How Many Rows in PERSONAL_DATA?
    • Creating an SQR Version
    • Defining Multiple Steps within a Section
    • Creating Sections, Steps and Statements
    • Assigning Cache Fields Values with &SELECT
    • Retrieving Cache Field Values with &BIND
  • SQR / Application Engine Comparison
  • Chapter Highlights

Chapter 8.6 Dynamic SQL Statements

  • Exercise #3: How Many Rows in ANY Table?
    • Creating an SQR Version
    • Using &BIND parameters NOQUOTES & STATIC
    • Multiple &BIND parameters in a &MSG Function
    • Assign Initial Cache Values on the Process Request Panel
  • SQR / Application Engine Comparison
  • Chapter Highlights

Chapter 8.7 Processing Multiple Rows

  • Exercise #4: Multiple Rows AND Multiple Sections
    • Creating an SQR Version
    • Using the DO Select Statement Type
    • Creating and Using Additional Sections
    • Section Reusability
  • SQR / Application Engine Comparison
  • Chapter Highlights

Chapter 8.8 Incorporating Decision Logic

  • Exercise #5: ONLY Process Tables with Rows
    • Creating an SQR Version
    • Examining the Program Structure
    • Introducing the DO When Statement Type
    • PSLOCK and Decision Making
  • SQR / Application Engine Comparison
  • Chapter Highlights

Chapter 8.9 - Dynamic Sections

  • EXERCISE #6: CALLING DYNAMIC SECTIONS
    • Creating an SQR Version
    • The &SECTION Symbolic
    • The AE_SECTION Cache Field
  • SQR/ Application Engine Comparison
  • Dynamic Sections in PeopleSoft
  • Chapter Highlights

Chapter 8.10 Application Engine Functions

  • Function Reference
    • &BIND
    • &CLAUSE
    • &CLEARCURSOR
    • &EXECUTE
    • &MSG
    • &&RECORD
    • &ROUND
    • &SELECT

Chapter 8.11 Additional Topics

  • Using Trace Files
  • Restarting an A/E Process
  • Analyzing A/E Programs
  • Application Engine Analyzer
  • Chapter Highlights

Part 9. PeopleSoft COBOL

Introduction

Chapter 9.1 COBOL vs.PeopleSoft COBOL

  • Conventional Programming
    • Using SQL in COBOL Programs
  • PeopleSoft Structured Programming
  • Stored SQL Statements
    • Storing SQL Statements from Data Mover scripts
  • Chapter Highlights

Chapter 9.2 The PTPSQLRT Module

  • Calling PTPSQLRT
  • Parameter Descriptions
    • Parameter 1 - ACTION
    • Parameter 2 - SQLRT (Communication Area)
    • Parameter 3 - CURSOR
    • Parameter 4 - SQL Statement Name
    • Parameter 5 - Bind Setup
    • Parameter 6 - Bind Data
    • Parameter 7 - Select Setup
    • Parameter 8 - Select Data
  • Setup Lists
  • Action Requirements
    • CONNECT - Connect to database
    • DISCONNECT - Disconnects cursor
    • DISCONNECT ALL - Disconnects all cursors
    • ERROR - Error Handling
    • COMMIT - Perform Commit
    • ROLLBACK - Perform Rollback
    • SELECT - Selects and format data
    • FETCH - Fetch a single row
    • UPDATE - Performs Insert, Update or Delete.
  • Chapter Highlights

Chapter 9.3 Modifying PeopleSoft COBOL Programs

  • Defining a Modification
    • Delivered Functionality
    • A Simple Modification
  • Making Our Modifications
    • One Important Note
  • Chapter Highlights

Chapter 9.4 Additional Topics

  • Process Scheduler API
    • The PTCUSTAT Copybook and PTPUSTAT Module
    • A Real Life Example
    • Beyond Process Monitor
  • Using Trace Files
    • Configuration Manager
    • Trace Settings
    • Tracing a COBOL Process
    • Examining the Trace File Contents
    • The Windows Registry
  • Cross Reference Files
    • Delivered Report Files
    • Additional COBOL Utilities
  • Chapter Highlights

DESCRIPTION

The Essential Guide to PeopleSoft Development and Customization is an exhaustive, as well as practical, guide that covers PeopleSoft 7.5 and many new features in release 8.0. Both novice and experienced programmers will benefit from the detailed coverage of topics ranging from the basics of Application Designer to the proper use of PeopleCode within the Application Processor.

The book serves as both a reference and a tutorial and covers advanced topics that other books avoid. The reader can gain valuable expertise by following the exercises and building sample applications and utilities.

Extensive coverage of PeopleCode including scroll and function library examples can be found as well as methodology behind customization and upgrades. Discover how to effectively utilize SQR and Process Scheduler. Master various levels of PeopleSoft security.

Most developers won’t touch PeopleSoft COBOL programs with a ten foot pole. Expand your horizons by uncovering the secrets of PeopleSoft COBOL and the PTPSQLRT module and even walk through a sample customization. Application Engine is a powerful PeopleTool - but one of the least understood. Through a series of simple but effective exercises the reader will learn Application Engine concepts such as dynamic SQL, decision logic and dynamic sections. A useful Application Engine utility is produced that will enhance the delivered Process Scheduler panels. This book takes a soup-to-nuts approach leading the reader through the full cycle of application development.

The four authors are truly experts in the field and provide the reader with the skills necessary to compete in the PeopleSoft marketplace for years to come. Special sections are included which provide detailed information on new features in PeopleSoft release 8. The reader will gain valuable insight into the next generation of PeopleTools.

Exciting new features such as the new PeopleCode Debugger and PeopleCode dot notation using a new series of object classes are revealed. Also covered are Application Designer enhancements and improved Process Scheduler design and SQR support.

See firsthand how Application Engine has been turbo-charged with a new line of meta-constructs, PeopleCode actions, file handling capability and a new integrated design. The authors primary goal was not to be the first book on the market... it was to be the best.

WHAT THE READERS SAY ABOUT THIS BOOK...

"Overall, this book is very well rounded, and it has earned itself a spot on the Slerp bookshelves."
--www.slerp.com
--[Read it in full at http://www.slerp.com/articles/display.asp?article=16]

ABOUT THE AUTHORS...

Tony DeLia has over 15 years experience working with mainframe, client-server and relational database applications, including PeopleSoft HR, Payroll and Financial applications.

Galina Landres has developed multi-platform applications for a number of major companies and is the co-author of Manning's SQR in PeopleSoft and Other Applications.

Isidor Rivera is a computer professional with over 19 years of experience in financial applications and PeopleSoft.

Prakash Sankaran has been developing PeopleSoft applications for many years since the first product release. He has designed and developed modules complementing the PeopleSoft Human Resources application.

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