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1. What is an ERP?

It is a process of integrated flow of Information, which binds the organization together. It is an integrated application software module providing operational, managerial and strategic Information for improving productivity, efficiency and quality. PeopleSoft HRMS system provides complete support for all human resources needs with functionality for Recruiting employees for jobs

Tracking training, employee skills and education Administering base benefits programs and more

1. Describe the Life Cycle of a Project (ERP Implementation)?


The Project passes through the following stages. 1. Analysis 2. Designing 3. Coding 4. Testing 5. Implementation 6. Maintenance. 2. What is Component Processor? The Component Processor Controls the PeopleSoft Applications from Initial data retrieval through updating the database. The component processor manages the flow of data processing as users enter information on pages. Issues INSERT DELETE and UPDATE statements to maintain data in the database and SELECT statements to retrieve data

3. What is component buffer?


Component Buffer is the area in memory that stores data for the currently active component.

4. What is the difference between component buffer and data buffer?


Component buffer contains all the data of the active component. Data buffer contains the data other than the data in the component buffer (Data of other records) 5. What data buffer classes are available in people code? Rowset, Row, Record, Field, Array, File, Sql, chart, grid and so on.

6. How do you bring component buffer in to application engine program?


You can assign a record which is used in component buffer to a state record of Application engine.

7. Difference between field edit and save edit? In Field edit for each field change, a transition to the application server to the database is taken place. In Save edit for all the fields, only one transition to the application server to the Database is taken place. 8. Diff b/w save pre change and save post change? 9. Arrays and Load lookup in SQR? Load Lookup is used to reduce the complexity of joins - it populates the values of a certain field depending on the key field specified from a certain table. Then the users can query from the preloaded lookup table instead of joining tables. While arrays are used to store and retrieve data using the get and put commands Load-lookup: Load-lookup will be populated at compilation time. We can adjust the size of load-lookup. It is only for text data type Array: Array gets populated at Execution time. We can't modify size of the Array. If we given more than the size of the array, Array supports all data types.

10. How can we know from SQR, if environment is PSNT or PSUNX?


11. What is SQL and View Temporary Table?
SQL View: SQL View has fields from one or more tables in the reorganized way. This provides alternative view of information stored in the tables. Temporary Table: are used for running application engine batch processes. Temporary tables can store data to update without risking the main application table.

12. Can the output of a SQL query be stored in a variable using PeopleCode? If
so how it be done? SQLExec ("SELECT EMPLID FROM JOB", &Emplid);

13. How to migrate roles or PeopleCode from one database to another


database? Include all the roles in a project by clicking on Insert -> Definitions into Project -> select Roles and add them into the project. Migrate the project to another database. Create a data mover script to migrate roles from PSROLEDEFN or PSPCMPROG for peoplecode table. 1. Login to database through App Designer as a source database. 2. Click on upgrade tab and open the project which contains roles which you want to migrate. 3. Double click on Roles folder under the opened project. 4. Select Action as "Copy". 5. Go to Tools > Copy Project > To Database..... 6. Give database name (Target Database) to which you want to migrate roles. 7. Click on "OK" 8. Select "Roles" from different objects and copy those roles.

9. After completion of Copying double click on Roles folder under the opened project and verify that "Done" checkbox should be checked. 14.What is the use of set control field in record field properties? Set Control id is used when you want to share tables in PeopleTools applications. 15.How to create prompt table? Using edit table option in record field properties 16.How is performance management taken care in People Tools? Indexing tables on the database side helps in batch processing a great deal. Analyzing tables helps. If there is custom code make sure the SQL queries used are written well with the use of proper keys and joins are correct as well.

1. What are state records? The state record will be used to pass variable information between two
application engine sections. It can be physical or derived work record. Physical record can be used when you have restart logic and when you have disabled the restart logic derived work record can be used. There can be a max of 200 state records that can be used in a single AE but only one of them can be default state record name must end with _AET.

1. What is mandatory step of application engine program?


Main-Step-Action Main is the required section in Application Engine. - There can be multiple steps in single application engine but at least one step should be part of AE. - Similarly you can have multiple actions in AE but you should have minimum 1 action part of step.

1. What is difference between component level peoplecode and record level


peoplecode? Component level PeopleCode is associated with unique component, where as record level peoplecode can be associated with any number of components

2. Types of PeopleCode functions?


People code supports these types of functions: Built in Internal External people code External non-people code

1. Explain with example where you used peoplecode extensively?

2. What is the difference between Prebuild & Postbuild events and


saveprechange and savepostchange? Prebuild can be used to validate your search data, discarding rows. Postbuild can be used to play with the pages (hide, unhide), filling up scrolls. Saveprechange is the last event where you can validate and correct your data before updating the database. Once it is done, database will get updated. Savepostchange will be used to play with tables which are not present in your component buffer.

3. Sequence of peoplecode events?


Searchinit peoplecode performs before the search dialogue box displays. Search save peoplecode performs after the operator clicks ok in the search record dialogue box. Row select peoplecode is used to filter out rows of data. Prebuild is often used to hide and unhide the pages. Field default attempts to set defaults for fields without a value. Field formula performs, after field default completes successfully. Rowinit is used to initialize the rows. Postbuild peoplecode performs after all the component build events have performed. Activate event is fired every time the page is activated.

4. Difference between SQLEXEC and CREATESQL? SqlExec means it bypasses the component buffer and it is directly contacts
database to retrieve data. But it retrieves the data row by row and not possible for bulk insert. But in the case of Create SQL we can able insert the data in bulk.

1. Where is peoplecode stored? Database Server, PSPCMPROG 2. Is there any function in peoplecode which stops the processing of whole component? Think-time functions suspend processing either until the user has taken some action (such as clicking a button in a message box), or until an external process has run to completion. Think-time functions Following are Think time functions: DoCancel DoModal DoModalComponent Exec (only when Synchronous) File attach functions Prompt

RemoteCall RevalidatePassword WinExec(only when Synchronous) WinMessage WinMessageBox

1. Stages of program flow in SQR? Compile stage All the Preprocessor directives are compiled (which starts with #include). Ex: All the SQC are run. Check for the syntax errors for the conditions. Ex: if for loop while loop are properly ended with the respective syntax. Allocates memory structure if you are using the Arrays and load look up Execution stage starts interpreting the code line by line Check for the begin -program Begin -heading Begin- footer 2. Program flow of SQR? Setup section heading section footing section program section procedure section 1. Difference between Translate values and Prompt tables? Translate Table: Translate table is a special kind of table that is limited to validating data of four characters or less. The translate table serves as a universal prompt table and is effective-dated Prompt Table: Prompt table are used to provide users with validate values from other tables other values are generally populated by system users and are often application specific 2. What is .SQC and .SQT? .SQC is a Function Library file. It is like a sub program is saved by extension .SQC and this program can be called in the SQR program .SQT is compile time/Run time file. When a file with XXX.SQR is compiled we get the output as XXX.SQT and when is XXX.SQT is executed we get the output XXX.LIS (List file/Output file).

3. Important SQC that need to be attached to SQR program?


#include #include #include #include #include 'setenv.sqc' 'stdapi.sqc' 'prcsdefn.sqc' 'prcsapi.sqc' 'curdtrim.sqc'

#include 'hrctlnld.sqc' #include 'datwtime.sqc'

1. What is Normalization in Oracle? The major goals of Normalization are Eliminating redundant data (for example storing the same data in more than one table Ensuring data dependencies (only storing related data in a table).

1. Performance tuning in SQR? Load Look Up Arrays Multiple Report -Bnn Using SQT Files Run on the BATCH Server Proper Programming Logic Set processing SQL Tuning
1. Difference between search record and add search record? Search Record: Specify the search record for the component. The search record controls access to rows of data in a table. Its keys and alternate search keys appear on the search page as criteria. Add Search record: Specify if you want a different search record specifically for add actions. 2. What is difference between scroll and grid? Scroll area is used to maintain parent child relationship we insert grid in low level scroll Example: assume we have 3 scroll levels in our page level1 level2 and level3 we insert grid in level 3 3. How many ways we can run the application engine program? Running from Application Designer. By calling People Code function. Running from DOS Environment (Debugging). Running from Application Engine People Tool. Running from People soft Application. 1. Functional and Technical? Based on Customer Business processes functional person maps requirements to PeopleSoft and performs the rules and the Configurations required. He is the one who collects the requirement and decides what customization is and what is delivered by PeopleSoft.

PeopleSoft Technical Guy is the Person who knows how to code in PeopleSoft to execute the requirement.

1. What are the new features added in PS 8 Application Designer?


The newly added features in PS 8 Application Designer are as follows: The Application Reviewer has been integrated with Application Designer in 8. The PeopleCode has become VBA style with objects properties and methods. The Meta SQL variables are introduced. The new variables like component, record, SQL has been introduced. The Application engine now supports PeopleCode. The scroll bars have become scroll areas in PS 8.0 etc. 1. What are the three actions that can be attached to menu? Component Separator PeopleCode

1. What is the difference between a Process and a Report?


The Process receives a command line parameter where as the Report receives run controls from the page.

2. What are maximum number of actions possible in a step, list them


Various actions possible in Application Engine step are as follows: Do while Do when Do select PeopleCode SQL Call section Log Message Do until One action can be called only once in a step of an Application Engine program. 1. Tell about application engine program you worked with?

2. What is built in restart logic in Application Engine programs?


Within each Application Engine program, you must define how frequently the program will issue a COMMIT. After doing so, each COMMIT becomes a "checkpoint" that Application Engine uses to locate where within a program to restart after an abend. This type of built-in logic does not exist in COBOL or SQR.

3. What are Application Engine State records?


The State Record is a PeopleSoft record that must be created and maintained by the Application Engine developer. This record defines the fields a program uses to pass

values from one Action to another. Think of the fields of the Application Engine State Record as comprising the working storage for the Application Engine program. An Application Engine State Record can be either a physical record or a work record, and any number of State Records can be associated with a program. Physical State Records must be keyed by process instance. An Application Engine State Record must have PROCESS_INSTANCE defined as the first field and the only key field. And, so that the system recognizes the record as a State Record, all State Record names must end with the _AET identifier.

4. What is PIA and what are its components?


It is n-tier architecture. We have client, web server, application server and Database server. We have jolt and tuxedo. We have WSL, WSH, JSL, JSH, QUEUES and services. In database server we have system tables, PeopleTools tables and application tables.

5. In which events error & warning are used most extensively.


Field edit, save edit, Search save, row delete, row insert.

6. Is there any way by which you can find out whether the user is in Add mode
or Update mode? %mode---returns A---for Add mode. Returns U for Update mode

7. How is the searchinit event most often used by people soft application?
Searchinit fires before the search dialogue page is displayed to the end use. For this reason searchinit is often used to enhance row level security by inserting and graying out certain values to the search dialogue page.

8. When we select a component what events will be fired?


If default mode for component is search mode: only searchinit will fired .If default mode for component is new mode. Field default, field formula, rowinit, searchinit. 9. What are different variables in people code and their Scope? System variables and User defined variables. Scope --- Global, Component, Local. 10. What is default processing? In default processing, any blank fields in the component are set to their default value. You can specify the default value either in the Record Field Properties, or in FieldDefault PeopleCode 11. What is difference between field default and Rowinit? Field default specifies only the default value for a field when we are in Add mode. Row init fires only when a row of data coming from database to component buffer. 12. What is difference between saveprechange and savepostchange? Which function directly interacts with the database? Saveprechange---last event that executes before updating the data from component buffer to the database.

Savepostchange fires after the updation of data in the database. SQLEXEC --- function directly interacts with the database. 13. What is Getlevel 0()? What is the use of %subrec and %selectall functions? Getlevel0 () ---used the get the rowset of the level0. %subrec--is used only in Dynamic View SQL where it expands to the columns of a subrecord: %selectall--%SelectAll is shorthand for selecting all fields in the specified record, wrapping date/time fields with %DateOut, %TimeOut. 14. What is an array in people code? What is maximum dimension of an array? Which function inserts values into an array? What is pop? An array is a collection of data storage locations, each of which holds the same type of data. The maximum depth of a PeopleCode array is 15 dimensions. Push and unshift are the functions of the array used to add the elements into the array one from the end of the array and one from the beginning. Pop is a function of array used to select and delete an element from the end of the array. 15. What is difference between Getrowset and Createrowset in people code? Getrowset is used to get rowset for a record in the component buffer. Createrowsetis used to create rowset for a record which in database, and is also called a Standalone rowset 16. Can you save the component programmatically? Using Dosave and Dosavenow functions. 17. What are differed processing and its advantages? Postpones some user actions to reduce the number of trips to the database so that increases the performance (in system edits, field edit, and field change). Advantages: 1) Reduces the network traffic. 2) Increases the performance. 18. Write the syntax to access third level record field using object oriented peoplecode? &fld=Getlevel0 ()(1).GetRowset(Record..GetRow(1), GetRowset (Record.).GetRow(1), GetRowset (Record.).GetRow(1), GetRecord (Record.).GetFieild(Field)) 19. What are the built-functions used to control translate values dynamically? Adddropdownitem () Deletedropdownitem () 20. Before accessing a people soft application what levels of security must be passed through. a) Field level security b) Row level security c) Maintain security d) Definition security e) Portal security.

21. What is the use of primary permission list in user profile?


Primary permission list is used for mass change and definition security purposes.

22. How to authorize the user to run a process or report?


To authorize a user to run a process, the process group, which contains the process or report, should be added to the permission list of that user. 23. How to give access to the records that are to be used in a query? To give access to the records that are to be used in query, we have create a new query security tree and add the records which we want to give the access and then assign a access group to the tree. After that we have to add that query tree and query access group to the permission list. 24. What are the rules used by the system to determine whether a user is authorized to update an object? The user should have the permission to update the object. This is given by the Definition security. The group, which holds the object, should be added to the permission list of the user in update mode. 25. What are the different ways we can set up the portal security to access component in portal? 1) Structure & content 2) Menu import 3) Register component 26. Steps involved in Data Conversion? Extract data from the legacy system Reconcile the extracted data Identify the tables to be leaded with the new system Data Mapping Identify the tools (SQR or Import Manager or SQL Loader etc) Write programs to perform conversion Test the programs using test data Check the data outline Reconcile concerted data. 1. Why SQR is used? Data conversion Reports Interface programs. 1. How do you link SQR reports to process scheduler? Create/modify/add run control table if you have any new fields Create/modify/add run control page if you have any program inputs Create a menu definition (Note Menu group name: XYZ) Give operator security Create Process scheduler definition Use-Process definition process definition add Give report name and report type 1. What are variable types in SQR? & Data base reference fields Read only $ Character (Same for Date)

# Numeric { } Variable in ASK or # define [$ variable] Dynamic variable referencing 1. What are the types of record definitions? SQL Tables SQL views Dynamic views Derived / Work Records Sub Records Query views

1. What is Dynamic View?


Dynamic view that can be used like a view in pages and PeopleCode, but is not actually stored as a SQL view in the database. Instead, the system uses the view text as a base for the SQL Select that is performed at runtime. Dynamic views can provide superior performance in some situations, such as search records and in PeopleCode Selects, because they are optimized more efficiently than normal SQL views.

2. Table loading Sequence (installation)? Company table Installation Location Department Salary Plan Salary step Job code Pay group Benefit Programs 1. What is Application Engine?
It is the tool, which performs, background SQL processing against our application data tables. It is an alternative for COBOL, SQL or SQR

2. What are the Different types of Application Engine?


Standard: Standard entry-point program. Upgrade Only: Used by PeopleSoft Upgrade utilities only. Import Only: Used by PeopleSoft Import utilities only Daemon Only: Use for daemon type programs. Transform Only: Support for XSLT Transform programs.

3. What is the advantage of using Application Engine?


The following are the advantages of using Application Engine. Encapsulation Unlike applications developed using COBOL or SQR, Application Engine applications

reside completely within your database. With Application Engine, there are the programs to compile, no statements to store, and no need to directly interact with the operating environment in use. You can build, run and debug your applications without existing People Tools. Effective Dating Application sections are effective dated-meaning you can activate/deactivate a section as of a particular date. This enables you to archive sections as you modify them, instead of destroying them. In the future if you decide to revert to a previous incarnation of a section you can simply reactivate it. SQL / Meta-SQL Support In addition to writing your SQL within Application Engine, you can also copy SQL statements into Application Engine from SQL talk or any other SQL utility with few if any changes. RDBMS platforms have many differing syntax rules especially in regard to date, time and other numeric calculations. For the most part you can work around this problem using Meta-SQL which Application Engine supports. This language was created to handle different RDBMS SQL syntaxs by replacing them with a standard syntax, called Meta-strings. With in Platform specific sections You can also have the ability to call generic portions of SQL statements by using the & CLAUSE function. This means you can write your generic SQL portions just once, and reference them from your different platform versions. Set Processing Support Set processing is a SQL technique used to process groups (or sets) of rows of one time rather than one at a time. Application Engine is particularly effective of processing these types of applications. Object Orientation unless designed to anticipate changes in field attributes. COBOL applications may need to be modified when things change. If a developer increases a fields length, then it may need to be changed in every instance where the COBOL program uses this field as a bind or select variable. This can require a good bit of effort. And, if not handled properly, a change like this can cause confusing errors. For example, if the length of a field in the COBOL is wrong, it may work fine, or you may get an error, or the field may get truncated. One of the corner stones of People soft functionality is Application Designer. Because of the way it works, most field attributes (type, length and scale) can be specified once, globally. If the field is used on more than one record, it has the same attributes in each of these records. PORTABILITY you can use Data Mover to import/export your applications. This means that you can export an application(s) into a file, and attach it to an e-mail message. Then, the recipient can simply use the IMPORT feature of Data Mover, and the application is ready to run. 4. Where are the search records assigned? Search records are assigned to a component in a menu.

5. Does the search record for a panel have to be the same as the record being
accessed on the panel? Why or Why not? The search record for the panel does not have to be the same as the record being accessed on the panel because the search record is used to search for and or Filter the search key. 6. Differentiate Error V/s Warning statements in People code? The error statement issues a message and the condition causing the error must be corrected before proceeding. The warning statement issues a message and the user can proceed without changing any values. 7. Where can you run Jobs? The process scheduler can run jobs on the client or a server machine. 8. What restrictions are placed on multi-process jobs? A multi process jobs can only be scheduled to run on a server. 9. List the three output destinations available through the Process Scheduler? You can direct the output to a printer, file and windows screen. 10. What fields should be at the top of every search record definition that use table set Ids? SET ID is the field that should be at the top of every record definition that uses table set Ids. 11. What is a Record Group ID? A Record group ID is a group of record definitions that are Sharing the same set control field. 12. What are the types of layers in Crystal reports? There are 4 types of layers in Crystal Reports. They are 1. Report Header - In this, we will write title, date, and logos of the company. 2. Page Header Used to write column headings. 3. Detail Contains database column values. 4. Page Footer Used to write page numbers and address. 13. Define security administrator? Security administrator is used to control and access the various People soft menus. 14. How many types of security administrator profiles? Define? There are three types of Security administrator profiles: 1. Access Profile: It is an RDBMS ID. It provides the necessary Ids and password for behind-the-scene process. 2. Class Profile: It is defined to organize the users into groups with common access rights or privileges. 3. Operator Profile: It is commonly referred as a Operator Ids or operator having associated sign on passwords. 15. Define Object Security? The Security profile which is created as an operator security to restrict access to People soft data. 16. What is Translate Table? A translate table is a prompt table that serves as data dictionary to store values for fields that dont need individual prompt tables of their own.

17. What are the limitations of Translate table?


1. Field type should be character 2. Minimum Field length should be 1 to 4 characters. 3. Field values should be small (static). 18. What is Effective Date? Effective date is used to store history, Current and Future information. 19. History date Vs past Date? Past date - Within 30 days of current date is called past date. History date - Above 30 days of current date is called History Date. 20. What is a record? A Group of non-repetitive fields is called a record. 21. How many types of records are there? There are six types of records 1. SQL table - Corresponding physical SQL table in the database we create with build option. 2. SQL View It is not a physical SQL table on the database, it gives the replicate of joined tables. It is used for security and faster access. 3. Dynamic View It is actually stored in the form of SQL view text and is executed at runtime. It uses the built in indexes. Whereas normal view is executed and stored in the database. 4. Derived/Work record - It is a temporary workspace to be used during on line panel processing and is not stored in the database, therefore derived work records are not built. They cannot be seen in the update/display mode. Once the panel is cancelled it is removed from the buffer. 5. Sub Records A group of fields commonly used in multiple records. 6. Query View A Query view is a view constructed using People soft Query tool. 22. How many types of Displays are there in the tool bar? 1. Field Display - It shows the field attributes (fieldname, Type, Len, Format, H, and Shortname, Long name 2. Use Display - It shows key related characteristics and default values for the fields (Field name, type, direction indicates, search key, list, system indicates, audit, H, default values) 3. Edit Display - It shows the auditing options available for the fields (field name, type required , edit, prompt table, reasonable date, people code) 4. People code display - It shows the different events and the user can choose required event to write people code. 23.What is application engine program? PeopleSoft Application Engine program is a set of SQL statements, PeopleCode, and program control actions that enable looping and conditional logic. 24. Define People Tools? A Collection of software programs, utility scripts, database tables and data that provide the frame work for creating, using and modifying people soft applications. People tools provide built in business functionality and maintain the capability that directly increase productivity and simplify system design.

25. What does Application Designer mean?


It is an integrated development environment that is used to develop People soft applications 26. Functionality of Application Designer? The following are the uses of Application Designer. 1. Design and create database tables. 2. Design on-line pages 3. Controlling on-line processing flow. 4. Providing security for the database. 1. What is a project? User defined collection of related definitions (fields, records, pages, components and menus). 2. What are the physicals attributes Applications designer screen? The following are the attributes of Application Designer 1. Title bar 2. Menus 3. Toolbar 4. Project Workspace it arranges PeopleSoft objects in Windows explorer format 5. Objects Workspace Open Multiple Object and store in main window. 6. Output Window Deals about the output generated by using project development or up gradation. 7. View tabs Development tools / Upgrade 3. How is data stored, retrieved, manipulated and processed in People soft applications? PeopleSoft is a table-based system and it contains three major sets of tables, 1. System catalog tables; it stores physical attributes of tables and views. (e.g. Sys, Columns, Sys tables) 2. People Tools tables; it contains information that you define using People Tools (e.g. PSRECDEFN, PSMENUDEFN) 3. Application Data Tables; Store the actual data users enter and access through People Soft application windows and pages. (E.g. PS_ <>) 4. How many types of RDBMS support PeopleSoft? The following are the list of RDBMS supporting PeopleSoft application. DB2, SQL Base, Oracle, Microsoft SQI Server, Informix 5. Define a Field, Field attributes, and Field properties? Fields are basic building blocks in People soft and can be used in application when they are added to at least one record. Fields are globally defined. The common filed attributes are: 1. Data type 2. Field name 3. Long name 4. Short name 5. Formatting 6. Help context number 7. Translate values stored in separate table (XLATTABLE). Fields are 1.Globally defined 2.Reusable components and can be shared across multiple record definitions 3.A change to the Field properties affects all the records that include the field.

6. Explain briefly about record properties?


KEY: The record knows a field, which uniquely identifies each row, as a key. 1. We will search and retrieve data from the database according to the key field. 2. This will not allow duplicate and null values. 3. It is a primary key 4. It allows multiple keys 5. Maximum keys allowed in a record is 15 6. It should be placed at the top of the record definition. Duplicate Order Key: 1. It provides a way of ordering data in the table when the duplicate values are allowed. 2. It will create index for the column. However the index can be disabled. Alternate Search key: 1. it identifies the field as a key that provides an alternative path into table data. 2. Due to alternate search key the system becomes slow, because database index will be created when SQL creates the tables, so it will consume the disk space. 3. It allows duplicate values. 4. Alternate search will be seen in the search dialog box when update/display mode is selected. Descending order key: It is used to retrieve data in the form of 3-2-1 or C-B-A and normally it is used in Effective date. 7. How many types of securities are available in People soft? There are 6 types of securities: 1. RDBMS Security 2. Network security 3.Operator security 4. Object security 5.Tree level security 6. Query security (row level security) 8. Types of Menus? 1. Standard menu: It appears in the menu bar of a PeopleSoft application. 2. Popup menu: Allows the user to navigate related information in other areas of application by right clicking on a page or component. 1. What is the difference between Key and alternate search Key? KEY-It is the primary key of the record. Can be used as search key or need not be. Alternate search key-it is used for searching purposes.

2.

Which effective dated rows can be retrieved in update/display mode, update/display all and correction mode?

Update/display can view current and future rows. Can update only future rows. Update/display all can view history, current and future rows. Can update only future rows.

Correction can view and update history, current and future rows. 3. What types of audits are supported by people soft? In case of record level audit what is the structure of table? We have field level audit and record level audit. The structure of the table in record level audit is: AUDIT_OPRID, AUDIT_STAMP, AUDIT_ACTN, AUDIT_RECNAME and can add fields from record. 4. What are Table Edits? We have prompt table edit, yes/no table edit, translate table edit as the table edits.

5.

What conditions are required to establish parent child relationship between two records? What are the advantages with that?

Conditions are: 1) The child record should have all the key fields of parent record and at least one more key field other than the key fields of parent record. 2) We should mention the parent record in the record properties of child record. 3) We cannot go for more than three levels of parent/child relationships. Advantages are: 1) To have referential integrity. 2) Data dependencies 3) Eliminate redundant data Can you place Sub page into Grid? If yes How? Yes we can insert subpage using insert subpage. After insert subpage into main page, drag the subpage into the grid. When we save the page we are successfully able to save the page showing that we can insert a subpage into a grid.

6.

Can you hide a primary page in a component? Reason?

No we cannot hide the primary page of a component. If the component had only one page then by making this page also invisible we wont have any component existing so we are not allowed to hide the primary page. 7. What is an Expert Entry? Expert entry enables a user to change from interactive to deferred mode at runtime for appropriate transactions 8. What is Auto Update? This record field property is used to update the date field of particular record with the server's current date and time whenever a user creates or updates a row. Even the user enter the data into that field, the data which the user enters will be updated by the systems current date and time.

9. What is Record Group? Which records can be included into a record group? Record group consists of records with similar functionality. To setup a record in record group we should enter a set control field value in record properties

10. How can you improve the security and usability of a Prompt table edit.?
Prompt table view

11. What are the different ways to setup row level security?
We can setup row-level security using a SQL view that joins the data table with an authorization table. And by having Query search for data using a query security record definition. The query security record definition adds a security check to the search.

12. How does PeopleSoft use views? Which are online functions?
People soft uses views for search records, summary pages, prompt views, reports Search records and summary pages are online functions. 13.Why do PeopleSoft often use views as search records? Search views are used for three main reasons. Adding criteria to the search dialogue page Providing row level security Implementing search page processing

14. How can a component have more than one search record? Give a situation.
You might want to reuse the same component multiple times with different search records. You can accomplish this by overriding the component search record at runtime when the component is opened from a menu item without creating separate copies of the component. The component override is temporary, and occurs only when the component is opened from the menu item in which the override is set. It does not change the component definition. 15. What is PIA and what are its components? It is n-tier architecture. We have client, web server, application server and Database server. We have jolt and tuxedo. We have WSL, WSH, JSL, JSH, QUEUES and services. In database server we have system tables, peopletools tables and application tables. 16.Differentiate Field edit and Save edit? In Field edit for each field change, a transition to the application server to the database is taken place. In Saveedit for all the fields , only one transition to the application server to the Database is taken place. 17.What are think time functions? Think-time functions suspend processing either until the user has taken some action (such as clicking a button in a message box), or until an external process has run to completion. 18.In which events error & warning are used most extensively.

Field edit, Save edit, Search save, row delete, row insert

19. Is there any way by which you can find out whether the user is in Add mode or
Update mode? %mode---returns A---for Add mode. Returns U for Update mode 20.How is the searchinit event most often used by people soft application? Searchinit fires before the search dialogue page is displayed to the end user. For this reason searchinit is often used to enhance roll level security by inserting and graying out certain values to the search dialogue page. 21.What are the options for using SQL in people code? SqlExec Record class methods (selectbykey, delete, insert, update) Using Sql class, its properties and methods 22.

23.What data buffer classes are available in people code?


Rowset, Row, Record, Field, Array, File, Sql, chart, grid and so on 24.When we select a component what events will be fired? If default mode for component is search mode: only searchinit will fired .If default mode for component is new mode: field default, field formula, rowinit, searchinit.

25. What are different variables in people code and their Scope?
System variables and User defined variables. Scope ---Global, Component, Local.

26. What is default processing?


In default processing, any blank fields in the component are set to their default value. You can specify the default value either in the Record Field Properties, or in FieldDefault PeopleCode

27. What is difference between field default and Rowinit?


Field default specifies only the default value for a field when we are in Add mode. Row init fires only when a row of data coming from database to component buffer 28.What is difference between saveprechange and savepostchange? Which function directly interacts with the database? Saveprechange---last event that executes before updating the data from component buffer to the database. Savepostchange fires after the updation of data in the database.

SQLEXEC --- function directly interacts with the database.

29. What is Getlevel0()? What is the use of %subrec and %selectall functions?
Getlevel0()---used the get the rowset of the level0. %subrec--is used only in Dynamic View SQL where it expands to the columns of a subrecord: %selectall--%SelectAll is shorthand for selecting all fields in the specified record, wrapping date/time fields with %DateOut, %TimeOut. 30.What is an array in people code? What is maximum dimension of an array? Which function inserts values into an array? What is pop? An array is a collection of data storage locations, each of which holds the same type of data. The maximum depth of a PeopleCode array is 15 dimensions. Push and unshift are the functions of the array used to add the elements into the array one from the end of the array and one from the beginning. Pop is a function of array used to select and delete an element from the end of the array.

31. What is difference between Getrowset and Createrowset in people code?


Getrowset is used to get rowset for a record in the component buffer. Createrowsetis used to create rowset for a record which in database, and is also called a Standalone rowset

32. Can you save the component programmatically?


Using Dosave and Dosavenow functions

33. What is differed processing and its advantages?


Postpones some user actions to reduce the number of trips to the database so that increases the performance (in system edits, field edit, and field change) Advantages: Reduces the network traffic Increases the performance 34.Write the syntax to access third level record field using object oriented peoplecode? &fld=Getlevel0()(1).GetRowset(Record.<level1 record>.GetRow(1), GetRowset(Record.<level2record>).GetRow(1), GetRowset(Record.<level3 record>).GetRow(1), GetRecord(Record.<level3 record>).GetFieild(Field.<field name>))

35.What are the built-functions used to control translate values dynamically? Adddropdownitem() Deletedropdownitem() 36.How to populate data into grid in online? &Rs.Select() Scrollselect() 37.Before accessing a people soft application what levels of security must be passed through. Field level security, Row level security, Maintain security, definition security, Portal security 38.What is the use of primary permission list in user profile? Primary permission list is used for mass change and definition security purposes. 39.How to authorize the user to run a process or report? To authorize a user to run a process, the process group, which contains the process or report, should be added to the permission list of that user. 40.What are the rules used by the system to determine whether a user is authorized to update an object? The user should have the permission to update the object. This is given by the Definition security. The group, which holds the object, should be added to the permission list of the user in update mode.

41. What are the different ways we can set up the portal security to access component in
portal? Structure & content Menu import Register component 1. What are the main elements in the component Interface? Component interface name Keys Properties and collections Methods

1.

Difference between Get keys, find keys and Create Keys ?

Get keys: - These are mapped to the fields marked as scrh in the components search record. Automatically Search key fields in search record become Get keys. We cannot change it.

Find keys: - These are mapped to fields marked as Alt or Srch in the component search record. You may remove Find keys that you do not wish to make available for searching. Create Keys: - It is generated from the key fields for the search record. If Add search record is present then its key fields are taken. We cannot change it.

2.

How do you provide security for the component interface? Open the Permission list On the Component Interface tab Add row and select the newly created Component Interface Edit the permissions to give permission for the standard methods Get, Create, Save, cancel, find.

1. What the steps that you need to do in people code to invoke Component Interface? Establish a user section Get the component interface definition Populate the create keys Create an instance of the component interface Populate the required fields Save the component Interface.

&Session = GetSession(); &CI = &Session.GetcompIntfc(CompIntfc.INTERFACE_NAME) &CI.KEY_FILED_NAME = NEW If not &CI.Create () Then Else Populate other fields End-if; Populate the other fields If not &CI.Save () Then Else End-if; 1. How do you test Component Interface? Using the Component Interface tester Give values in the tester for options Get Existing, Create new, Find PSMessages in the CI ? This function needs to be called when ever methods like Find, Save, Create methods return false. and perform the operation from the CI Tester Use of

1. Catching error message in the component Interface? Or

Error text and Error type can be printed in the log message for any other action in to the log message. Function CheckErrorCodes() &PSMessages = &Session.PSMessages; &ErrorCount = &PSMessages.Count; For &i = 1 To &ErrorCount &ErrorText = &PSMessages.Item(&i).Text; &ErrorType = &PSMessages.Item(&i).Type; End-For; End-Function; 2. What is method? What are the different types of method? Methods: - A method is an object that performs a very specific function on a component interface at run-time. Standard methods and user-defined methods. Standard methods: - Automatically generated upon the creation of a new component Interface in Application. Apart from the Standard methods there are Standard methods available for the use with any collection. User-Defined methods: - User-defined methods are those that you can create to meet the requirements of an individual component interface. 3. What are properties? The Fields in the level 0 in the component are the properties of the component. Standard properties Createkeyinfocollection Getkeyinfocollection field properties. Findkeyinfocollection Property Info collection GetHistoryItems (Update/Display mode or EditHistory Items InteractiveMode. Correction mode) User-Defined properties Developer can further control the exposed

4.

How do you login in correction mode in the Component Interface?

Get History Items and Edit History items property to should be set to true. Get History Items alone: - Update display all - modes will be used.

5. This is an example of how to grab the most recent/correct row from an effective dated/effective sequenced table such as PS_JOB SELECT A.EMPLID FROM PS_JOB A WHERE A.EMPLID = '12345' AND A.EFFDT = (SELECT MAX(A_ED.EFFDT) FROM PS_JOB A_ED WHERE A.EMPLID = A_ED.EMPLID AND A.EMPL_RCD = A_ED.EMPL_RCD AND A_ED.EFFDT <= GETDATE()) AND A.EFFSEQ = (SELECT MAX(A_ES.EFFSEQ) FROM PS_JOB A_ES WHERE A.EMPLID = A_ES.EMPLID AND A.EMPL_RCD = A_ES.EMPL_RCD AND A.EFFDT = A_ES.EFFDT) 6. Types of Tables in PeopleSoft? Base tables, Control tables, Views, Reporting Tables and Application data tables A base table is the place where nearly every query starts. These tables store information about an employee and contain data about the employee. A base table stores live data that is continually changing. The table could store information about employees, their dependents, their earnings, taxes, deductions or benefits. In short, these tables hold the real data. EX: PS_PERSONAL_DATA, PS_JOB A control table contains values that classify and categorize. For example, a table that contains all of the possible earnings codes (regular, bonus, overtime, etc.) is a control table, whereas the table that contains the actual earning amounts is a base table. Control tables are also commonly known as lookup or prompt tables. Control tables are usually identified by suffix of _TBL. PS_DEPT_TBL, PS_LOCATION_TBL, PS_JOBCODE_TBL, PS_EARNINGS_TBL Views are timesavers; they are the result set of an SQL statement. For example, the benefits view table takes fields from several tables, links them together correctly, and presents the result as a new table. Views link to original tables (base or control), so no data is duplicated or out of sync. Views are usually identified by a suffix of _VW. Reporting Tables: In an attempt to appease those toiling away, searching for the location of basic employee data, PeopleSoft created three tables that contain the most-often-used human resources fields. These tables are similar to views, but are not dynamic. Their data is only current after a program is executed every night. Their chief benefit is performance. Instead of joining 10 tables every time you look something up, the tables are joined once at night and then used throughout the next day as a single table. EX: PS_EMPLOYEES, PS_BEN_PER_DATA and PS_BEN_PLAN_DATA are reporting tables Application Tables: The PeopleSoft application stores application rules and definitions in application Tables. Occasionally these tables temporarily store data in the middle of a process. With few exceptions, these tables store data that is not relevant to the organization. Most of these tables are not discussed in this book since they contain

application data, not HR data. System tables often do not include an underscore after the PS prefix

7. When working with PeopleSoft system tables, what are setup


considerations that you need to make? Sequence of table setup Default values Effective dates Actions

1. The system categorizes effective-dated rows into three basic types: Effective dates allow you to keep history, current, and future information in tables. When you update existing information, you do not want to lose or overwrite the data already stored in the database. To retain historical data, you can add a new data row identified by the date when the information goes into effect: an effective date. An effective date is a column in a table that is a key, but it is not typically a search key. Future: row greater than current row Current: row less than or equal to sysdate History: less than current row

1. The action you select tells PeopleSoft the type of activity you want to
perform on the database. The following four action types are available: Add : add new row/value Update/Display: Include History Correct History

1. What are Setids and Table set sharing?


Setid is the highest level key in the PeopleSoft. Location, Department and Jobcode tables are control tables and setids control the control tables during the transaction. Table set sharing is a place where control tables are listed. It is accessed by business unit. EX: If we have two locations Arizona and Ohio with setids xyz and abc, suppose if we change Ohios setid to xyz then we can access all information related to Arizona/xyz like jobcodes etc.

2. PeopleSoft application data table types?


Translate Tables These values are between one and four characters long They do no need to be updated often They are effective dated Implementation Processing and Defaulting tables Installation Table Organization defaults by Permission lists Business unit HR defaults table Table set control table

Control tables: These tables serve as foundation for the Organization. Company Table Business Unit Table Location Table Compensation Rate Code Table Job Code Table Table SetId (SetId table) Establishment Table Department Table Salary plan, Grade and Step Table Pay group Table Transaction tables: Records change often in these tables Personal Information Employment table Job table Benefits program participation tables

1. Sequence of table setup in HR?


Installation Table Company Table Table SetId (SetId table) Business Unit Table Tableset Control Table Organization defaults by Permission lists Business unit HR defaults table Establishment Tables Location Table Department Table Compensation Rate Code Table Salary plan, Grade and Step Table Job Code Table Pay group Table

1. What are Metastrings or MetaSQL? Metastrings are special type of SQL expressions preceded by % sign. Metastrings are used in the following: SQLExec In application designer to build dynamic views With rowset object methods (select, fill) SQL objects Record class methods (Insert, Update) Application Engine Cobol

1. What are classes in PeopleCode?


A class is the formal definition of an object and acts as a template from which an instance of an object is created at runtime. The class defines the properties of the object and the methods used to control the objects behavior.

PeopleSoft delivers predefined classes (such as Array, File, Field, SQL, and so on). You can create your own classes using the Application class. You can also extend the functionality of the existing classes using the Application class. 2. What are Objects in Peoplecode? An object represents a unique instance of a data structure defined by the template provided by its class. Each object has its own values for the variables belonging to its class and responds to methods defined by that class. This is the same for classes provided by PeopleSoft and for classes you create yourself. A property is an attribute of an object. Properties define: Object characteristics, such as name or value. The state of an object, such as deleted or changed.

1. Define SQR and steps for performance tuning? SQR stands for Structured Query report. SQR performs database processing and used as reporting tool. When program contains begin-sql, begin-select or execute commands, it performs sql statements, processing of sql statements consumes significant computing resources hence tuning sql statements yields higher performance. Following are the steps for simplifying sql statements and reducing number of sql executions: Simplify a complex select paragraph. Use LOAD-LOOKUP to simplify joins. Improve SQL performance with dynamic SQL. Examine SQL cursor status. Avoid temporary database tables. Create multiple reports in one pass. Tune SQR numerics. Compile SQR programs and use SQR Execute. Set processing limits. Buffer fetched rows. Run programs on the database server. 1. Structure of SQR? Begin-Setup Begin-Heading Begin-Footing Begin-Report or Begin-Program Begin-Procedure 1. Commands that can be called from setup section? Ask Define-Chart Define-Layout Define-Image Define-Printer Define-Procedure Define-Report Dollar-Symbol

1. How to run SQR in PeopleCode? To call SQR from peoplecode we use peoplecode functions CreateProcessRequest() and Schedule() 2. Important Tables in HRMS? PS_PERSONALDATA, PS_PERS_NID, PS_EMPLOYMENT, PS_JOB, PS_JOB_TBL, PS_DEPT_TBL, PS_LOCATION_TBL, PS_FED_TAX_DATA, PS_STATE_TAX_DATA, PS_LOCAL_TAX_DATA, PS_BEN_PROG_PRATIC, PS_HEALTH_BEN, PS_LEAVE_PLANS, PS_LIFE_BEN, PS_RTRMNT_PLN, PS_PAY_CHECK, PS_PAY_LINE, PS_PAY_BONUS, PS_PAY_DEDUCTIONS, PS_POSITION_DATA 3. About events in PeopleCode? Record fields have 15 events, Components have 2 events and Page has 1 event. 4. Security? Security Tree A security structure that graphically represents the hierarchy of your organization. Tree Level Represents a logical division in your business hierarchy (ex: department, branch or region). Tree Node Represents an organizational entity on the tree. Tree Manager A PeopleSoft tool that provides a visual means to build a hierarchy of security for all organizational entities. Query Trees Graphical representation of Tables to which you wish to control query access. Access Groups Nodes in Query Trees where you would group Operators and assign them access to all tables under the node. User Profiles: A User Profile describes a particular user of the PeopleSoft system. User Profiles define individual PeopleSoft users. You define User Profiles and then link them to one or more Roles. Typically, a User Profile must be linked to at least one Role in order to be a valid profile. User Profiles maintain the Roles that are assigned to the user. Roles are assigned to User Profiles. Roles are intermediate objects that link User Profiles to Permission Lists. Multiple Roles can be assigned to a User Profile, and you can assign multiple Permission Lists to a Role. Some examples of Roles might be Employee, Manager, Customer, and so on. Permission Lists are lists, or groups, of authorizations that you assign to Roles. Permission Lists store Sign-on times, Page access, PeopleTools access, and so on. A Permission List may contain one or more types of permissions. The more types of permissions in Permission List the more modular and scalable your implementation. A User Profile inherits most of its permissions through the roles that have been assigned to the User Profile. Data permissions, or row-level security, appear either through a Primary Permissions List or a Row Security Permissions list Row-level security controls access to the subset of data rows within tables the user is authorized to read or update. The decision to implement row-level security will be based on the need to provide that level of data security. To establish rowlevel security, you must first decide the necessary data security level required, which key fields to secure, and whether security will be defined through User IDs or Permission Lists. With row-level support, PeopleSoft security can restrict individual users or Permission Lists from specific rows of data that are controlled by key fields, for example: Business unit

Set ID Ledger (and ledger group) Book Project Therefore, users would only be able to view those rows for which they have security access for a specified Business Unit or Project, for example. Once rowlevel security is turned on in for a particular PeopleSoft module, it applies to all applications within that module, not specific applications. Additionally, a method for implementing row-level security can be by User ID. Key fields can be associated to User IDs as well as Projects. Projects will also perform row-level security by User ID through the Use List. This sets up Projects to implement rowlevel security in a team-based method.

PeopleSoft security mainly depends on Rowlevel security. Security works best if it is based on organizational structure. Types of security supplied by PeopleSoft: Departmental security No security International security Tree Manager: 3 steps in setting up department security: Create the security tree Update department security tree Grant and restrict access to the entities

1. What are steps involved in new employee hire process?

Personal Information: Name, Address, Identity Job Data: Work Location, Job Information, Payroll, Salary Plan, Compensation Employment Data: Employment Information Earnings Distribution: Job earning distribution Benefit Programs Participation: enrollment of benefit programs

2. How many sub pages, secondary pages can be created in one level? We can create only one Secondary Page. But where as we can create N no of Sub Page in one Level 3. What is Integration Broker? PeopleSoft's Integration Broker is a messaging hub, that allows for data to be shared between different systems (e.g. PeopleSoft HRMS to Payroll [can be PeopleSoft or third party], HRMS to Finance, HRMS to CRM, etc.). 4. Types of tools in PeopleSoft? Development Tools: Application Designer Application Engine PeopleCode Internet Technology and Portal Technology Integration Tools: Integration Broker Component Interfaces

Workflow Technology Analytic Tools: PeopleSoft Process Scheduler XML Publisher PS n/Vision Crystal Reports PeopleSoft Query Tree Manger SQRs Administration Tools: Data Management Security Administration System and Server Administration Performance Monitor LifeCycle Management: PeopleSoft Software Update Change Impact Analyzer PeopleSoft Setup Manager 1. Explain about Data Mover? PeopleSoft Data Mover is a stand-alone two-tier program, which you can run through a graphical interface on Microsoft Windows, or a with a command line interface on either Microsoft Windows or UNIX systems. PeopleSoft Data Mover enables you to perform the following tasks: Transfer application data between PeopleSoft databases. Move PeopleSoft databases across operating systems and database platforms. Execute Structured Query Language (SQL) statements against any PeopleSoft database, regardless of the underlying operating system or database platform. Export data in a platform independent manner. Control database security and access. Create, edit, and run scripts which combine SQL commands and PeopleSoft Data Mover commands for exporting and importing data. Regular Mode: Using PeopleSoft User Id Bootstrap Mode: Using Database access Id ENCRYPT_PASSWORD: Encrypt one or all user passwords (operator and access) defined in PSOPRDEFN for users. EXPORT: Select record information and data from records and store the result set in a file. You can use the generated export file as input for migrating to another platform. IMPORT: Insert data into tables using the information in an export file. If a tablespace or table does not exist, this command creates tablespace, table, and indexes for the record, using the information in the export file, and inserts the data.

1. What are Data Mover operating modes?

1. Commands in Data Mover?

REM: For Remarks RENAME: Rename a PeopleSoft record, a field in one record, or a field in all records. REPLACE_ALL: This is a variation of the IMPORT command. If a table already exists, use this command to drop the table and its indexes from the database and create the table and indexes using the information in the export file. Then, the command inserts data into the table using the information in the export file. REPLACE_DATA: This is a variation of the IMPORT command. Delete data in existing tables and insert the corresponding data from the export file. REPLACE_VIEW: Recreate specified views found in the database. RUN: Run a specified .DMS file from within a PeopleSoft Data Mover script. The file cannot contain nested RUN commands. SET: When a command is followed by valid SET parameters, it forms a statement that establishes the conditions under which PeopleSoft Data Mover runs the PeopleSoft Data Mover and SQL commands that follow. SET IGNORE_ERRORS: If this command is set, then all errors produced by the SWAP_BASE_LANGUAGE command are ignored. Otherwise, the system stops on errors.

1. Sample data mover code? set output c:\temp\position_data.dat; set log c:\temp\position_logfile.txt; export position_data where location in ('11490', '11730','11804','11720') and position_nbr not in ('00002025','00002026','00002027','00002029','00002030','00002031','00002032'); set input c:\temp\position_data.dat; set log c:\temp\position_inputlogfile.txt; import *;

2. Ensuring Data Integrity?

You may want to use these tools during upgrades and system customizations, to verify the PeopleSoft system and check how it compares to the actual SQL objects.

Run SQL Alter: The primary purpose of the PeopleSoft Application Designer SQL Alter function is to bring SQL tables into accordance with PeopleTools record definitions. Run DDDAudit: The Database Audit Report (DDDAUDIT) finds inconsistencies between PeopleTools record and index definitions and the database objects. This audit consists of nine queries: four on tables, two on views, and three on indexes. Run SYSAUDIT: The System Audit (SYSAUDIT) identifies orphaned PeopleSoft objects and other inconsistencies within the system. An example of an orphaned object is a module of PeopleCode that exists, but which does not relate to any other objects in the system.

1. Database level Auditing? PeopleSoft provides trigger-based auditing functionality as an alternative to the record-based auditing that PeopleSoft Application Designer provides. This level of auditing is not only for maintaining the integrity of the data, but it is also a heightened security measure. PeopleSoft The information that a trigger records could include the user that made a change, the type of change that is made, when the change is made, and so on. 2. PeopleSoft Integration Broker? PeopleSoft Integration Broker facilitates synchronous and asynchronous messaging with other PeopleSoft applications and with third-party systems. PeopleSoft Integration Broker uses a variety of communication protocols, while managing message structure, message content, and transport disparities. The two major components of PeopleSoft Integration Broker are the integration gateway and the integration engine. The integration gateway is a platform that manages the receipt and delivery of messages passed among systems through PeopleSoft Integration Broker. The integration engine is an application server process that routes messages to and from PeopleSoft applications as well as transforms the structure of messages and translates data according to specifications that you define.

3. Upgrade Assistant?

To use PeopleSoft Upgrade Assistant, you run a process using an upgrade job and upgrade template. The upgrade job is a set of filtered steps that are specific to your upgrade and relevant only to the release, platform, and products you are using. For PeopleSoft supported upgrades, PeopleSoft provides predefined upgrade templates on Customer Connection. These templates comprise the steps necessary to complete an upgrade for a supported upgrade path. Depending on your configuration. Editing Templates:

Add steps: You may need to add custom steps to the templatefor example, steps for dropping and adding indexes or running a backup of the target database. Edit steps: You can modify the delivered settings by changing the step properties. Setting these properties determines the conditions that apply when you run the upgrade process. Delete chapters, tasks, or steps. Rename chapters, tasks, or steps.

Creating Templates: Creating Custom templates: You can create a custom template for your upgrade. When you create a custom template, you also insert chapters, tasks, and steps. In addition, you specify step properties. Creating Chapters: You can add a chapter to a new or existing upgrade template. A chapter is a section heading for a group of tasks. Creating Tasks: You can add a task to a new or existing upgrade template. A task is a section heading for a group of steps.

Creating Steps: You can add a step to a new or existing upgrade template. A step can be any process needed to perform the upgrade.

PeopleSoft Upgrade Assistant uses the PROCESSREQUEST component interface object to submit jobs to run on the PeopleSoft Process Scheduler server. You must configure your environment for PeopleSoft Upgrade Assistant to submit processes.

1. Define Workflow?
Workflow enables to efficiently automate flow of time-consuming business processes and deliver the right information to the right people at the right time throughout enterprise. You can merge the activities of multiple users into flexible business processes to increase efficiency, cut costs, and keep up with rapidly changing customer and competitive challenges. For example, when you order supplies, you are really initiating an approval process: someone else reviews the order and either approves or denies it. If the order is approved, a purchase order is sent to the vendor. If it is denied, notification is sent back to the person who submitted the original order. The term workflow refers to this larger process.

2. Steps involved in Workflow?


1. Designing a Workflow Application Analyze and document business requirements. Diagram the process flow. Document the workflow object attributes for business processes, activities, steps, events, and email and worklist routings. 1. Build Supporting Definitions 2. Create Workflow Maps Create the workflow maps comprising the steps, activities, and business processes required for your workflow as determined in step one. 1. Define Roles and Role Users Define the roles and the role users, including any Query roles, required for your workflow. 1. Define Worklist Records Create a record definition that will be used to store all of the application-specific information for the worklist. 1. Define the Workflow Objects This is the step in which you define the workflow application. You enter each of the objects onto a business process definition in Application Designer as determined in step one. 1. Define Event Triggers Define the business rule in PeopleCode on the triggering application record definition. Workflow programs are defined on a record definition for one of the tables that the component accesses. They contain the business rules used to decide whether to trigger the business event. The PeopleCode detects when a business rule has been triggered and determines the appropriate action. 1. Test Test your workflow, or use the workflow monitoring tools in Workflow Administrator to validate worklist routing results.

1. Rules, Roles, Routings?


Rules determine which activities are required to process your business data. For example, you might implement a rule that says department managers must approve all requests for external classes. You implement rules through workflow events, such as PeopleCode that evaluates a condition and triggers a notification (a routing) when appropriate. Roles describe how people fit into the workflow. A role is a class of users who perform the same type of work, such as clerks or managers. Your business rules typically specify which roles do which activities. For example, a rule can say that department managers (a role) must approve external course requests EX: User list roles, Query Roles. Routings specify where the information goes and what form it takes: email message or worklist entry. Routings make it possible to deploy applications throughout the enterprise. They work through the levels and departments of an enterprise to bring together all of the roles that are necessary to complete complex tasks.

1. Events, Workflow Peoplecode, Approvals


Events are conditions that have associated routings. Define the condition in PeopleCode, which is attached to the record definition underlying a step in a step map. When a user saves the page, completing the step, the system runs the PeopleCode program to test the condition. If the condition is met, the system performs the routings. To trigger a business event from a page, you add a PeopleCode program to the workflow event in the record definition for one of the tables to which the page writes. Approval processes are a common form of business process. The approval steps that you place on the approval rule set map represent the approval levels that are required for the activity.

2. North American Payroll?

Payroll for North America provides the tools to calculate earnings, taxes, and deductions efficiently, maintain balances, and report payroll data. Payroll for North America supports the following business processes: Set Up and Maintain Core Payroll Tables: Core payroll tables are the tables that are required to implement the Payroll for North America application, including organization tables, compensation and earnings tables, deduction tables, pay calendar tables, garnishment tables, vendor tables, general ledger interface, tax tables, retroactive processing, and tip allocation. Set Up and Maintain Employee Pay Data: Employee pay data includes personal data, job data, benefits data, federal, state/provincial, and local tax information, general and benefit deductions, additional pay, garnishments, savings bonds, and direct deposits.

Process the Payroll: basic steps of payroll processing are: create paysheets, pay calculation, pay confirmation, and generate checks and direct deposits. You can employ audit reports and data review pages to verify and correct the results of each step before moving on. You can also review and adjust employee balances. Post to General Ledger: Use the integration with PeopleSoft Enterprise General Ledger and EnterpriseOne General Ledger to transfer the expenses and liabilities incurred from a pay run to the General Ledger application. Pay Taxes: Use the integration with PeopleSoft Enterprise Payables to transmit tax data to the Payables application for automatic payment to tax authorities. Pay Third Parties: Use the integration with Payables to transmit employee and employer deductions such as garnishments and benefit deductions to the Payables application for automatic payment to third parties. Produce Reports Payroll for North America provides dozens of reports to help you monitor payroll processing and comply with regulatory and tax reporting requirements. You can view reports online or print hard copies. You can also tailor the reports to fit the special needs of your organization.

1. What are six steps of payroll processing? Setting up tables Setting up employees Paysheets Pay calculations Pay confirmation Print reports, checks, advices 1. Define the Deduction table? Defines how the deduction will be processed. Identifies tax classification (for example, before- or after-tax deductions). Indicates whether arrears are allowed. Indicates whether partial deductions are allowed. Indicates when the deduction is withheld. 1. The Four Steps to Defining Deductions To define how you want the system to process a deduction, follow these four general steps: 1. Use the Deduction Table component (DEDUCTION_TABLE) to select a plan type, enter a deduction code, and specify the deduction processing rules, including the priority of the deduction, how the deduction affects taxes, related general ledger account codes, and other special payroll process indicators, such as how arrears should be handled. 2. Use the General Deduction Table component (GENL_DEDUCTION_TBL) to define the rules for the actual calculation of general deductions such as parking or union dues. 3. Use the Company General Deductions component (GDED_COM_TBL) to build a general deduction plan using the general deductions you have set up. 4. Use the Benefit Program Table component (BEN_PROG_DEFN) to define the rules for the actual calculation of benefit deductions such as health plans and dental plans. 1. General Questions on Payroll? Paysheets: Before you run payroll calculations, you must create paysheets. Paysheets contain the data required to calculate employee pay for each pay period.

1. 2. 3.

4.

5.

Paycalculation: pay calculation is an iterative process. You can run and rerun calculations repeatedly until youre confident that the payroll data is correct. Here are the basic steps: Enter employee payroll information, create paysheets, and make updates and adjustments for the pay period. Run the Pay Calculation COBOL SQL process (PSPPYRUN). Review calculation results and check for errors. Check payroll error messages online or print the Payroll Error Messages report (PAY011). View the results of paycheck earnings, deductions, and taxes using the Paycheck pages and various standard reports that you can print to verify the results of the pay calculation. Make adjustments on the paysheets. Repeat these steps until you're confident that the payroll data is correct, and then confirm pay. Payconfirmation: After you verify that the payroll calculation is correct and you run the Pay Calculation COBOL SQL process (PSPPYRUN) in final mode, you can run the Pay Confirmation process. Pay confirmation is the final step in running your payroll. Running the Pay Confirmation process indicates that youve reviewed and approved all payroll information for this pay run, and that youre ready to produce paychecks.

1. Time and Labor?


It facilitates the management, planning, reporting, and approving of time, and calendar and schedule creation and usage, from one global web-based application, With this application, you can: Schedule time. Report time. Administer time. Distribute time. Report time. Create schedules. Organize employee groups. Approve time. Track compensatory time off. Manage security. Manage reported time. Track task data. Forecast payable time. Manage exceptions. Track attendance. Process payable time. Create rules for processing time. Distribute and dilute labor costs.

Time and Labor provides these business processes:

Data mapping is the process of integrating data by a method of mapping data between two distinct data models. Data mapping also refers to consolidation of multiple databases into a single data base, thereby eliminating redundant data columns in the consolidation process.

Performing Data Conversion During PeopleSoft Upgrades


Derek Tomei (CEO) posted 2/28/2007 | Comments (0) People that do not understand the complexity of an upgrade typically consider an upgrade to be nothing more than running some scripts. In fact, once the Upgrade Assistant came on the scene, the stereotype became more evident: if an upgrade is simply running scripts, then the Upgrade Assistant must allow you to just push a few buttons and the upgrade will automatically complete by itself! Nothing could be further from the truth. An upgrade is a complex project that involves nearly every technical PeopleSoft area, along with involvement from functional team members, middle management, and executive management sponsorship. So, for such a complex project to be successfully executed, a methodology must be followed. PeopleSoft has devised such a methodology. First and foremost, check for New Updates. Check the Customer Connection website again for any new Required For Upgrade patches, especially those related to data conversion. If any are found, apply them now, especially if this is the initial upgrade pass. However, for test/final move to production passes, be careful; it is normally not recommended to apply updates past the initial upgrade pass, as it requires further round(s) of testing. Decide how data conversion will be executed. Decide which method will be used to execute the data conversion scripts: 1) Locally on client computer, using Upgrade Assistant (UA) 2) Configure Upgrade Assistant to execute data conversion on server 3) Create scripts to run data conversion, then execute directly on the server Running data conversion locally thru Upgrade Assistant (UA) should only be used if (a) your PeopleSoft database is small & performance is top-notch; AND (b) you are unable to successfully configure UA to execute data conversion on the server. Running data conversion thru UA, but configure UA to execute data conversion directly on the server is an option. The good side is that performance is better since data conversion is executed directly on the server; however, UA does not have a successful history of properly executing the scripts. Most times, it is quicker and you

have better control if you write the scripts yourself. Running data conversion directly on the server by executing scripts you have created is an overall good option, especially if the client doesn't require you to use UA exclusively. This is the option presented here; therefore, ignore any tasks in the Upgrade Guide which specify how to configure data conversion to execute on the server through UA. If executing data conversion App Engine programs on the server, the application server box must be properly configured as follows: The application server domain must be properly configured and must be running The environment must be set to properly recognize execution of App Engine programs, such as PS_SERVER_DIR, etc (see PeopleSoft Installation Guide for current PeopleTools version) A good idea, although not a requirement, is to follow the Upgrade Guide instructions for building the component interface. Perform pre-data conversion backup. Make sure that you perform a backup before running data conversion. That way, if unrecoverable errors occur during data conversion, the database can be reverted to this point in time. Assuming you decided to write the data conversion scripts, then in most cases some of the data conversion scripts may be run concurrently. Refer to the Upgrade Guide for specific instructions as to what each data conversion program actually does, but typically the first one is run as a pre-requisite to the others; therefore, it cannot run concurrently with others. However, usually all the other data conversion programs, other than the last one, can be run concurrently. Like the first one, the last one typically must be run consecutively. Keep in mind that during the initial pass, data conversion may fail. This could happen either because PeopleSoft delivered records has been customized by the customer or duplicate data in the tables cause an error with new/changed indexes. Also, if the customer has non-PeopleSoft (i.e. "Bolt-On") records, you may want to assist them in creating an Application Engine library so the data conversion upgrade driver programs will pick them up as well. Using the Application Designer "Find In" option can help determine which Application Engine programs affect customized records. Typically, specific instructions on this can be found in the Upgrade Guide for your upgrade path. If you would like to learn the step by step approach and methods that will teach you all about Performing a Successful Upgrade you can download the eBook A step-by-step guide to performing successful upgrades

Starting in version 8.9 for financials and 9.0 for HCM, Oracle changed the PeopleSoft Upgrade methodology to copy PeopleTools objects over in data mover scripts. There are a number of advantages to the new process. One potential impact, however, is that the target environment's objects will be overwritten. You will lose your PeopleTools objects unless they exist in the source environment. Something that is difficult to do unless you can implement a code freeze or keep track of object changes. To compound this challenge, security, trees and queries are objects which end users frequently have the ability to change. To preserve these object changes, I recommend the following approach:
Planning for the Upgrade

1. Strongly consider performing a PeopleTools upgrade first if possible. This makes moving projects required in the steps below much easier.
During the Upgrade Project

1. Turn on logging for queries so you can track the frequency and prioritize queries. Work with the user community to identify critical queries to address during the upgrade as part of scoping discussions. Agree to 'save' any queries that you cannot address in the timeframe of the upgrade in another environment. 2. Periodically compare and retrofit from production to upgraded development the non-query related trees. Do not copy query trees from production to the upgraded database. 3. Assess security impacts through a fit/gap. Make changes to roles and permission lists in upgraded copy of production. Avoid changing the names of roles during the upgrade. Don't forget to track changes to user preferences to reapply during the cutover.
During the Upgrade Cutover

1. Backup Production to another database prior to starting upgrade steps. This occurs after production is shutdown but before you start the actual upgrade. 2. After the upgrade is complete, copy user security (but not roles and permission lists) from the old copy to production. 3. As needed, use the copy of production to review the trees and queries to review / fix missing queries. Tree issues should be minimal if you followed the steps above. I have used this strategy a number of times and found it to be very successful, especially when locking down production change may be a challenge for some organizations. Of course, there are nuances and complexities that simply cannot be covered in a short blog. Some of these steps will also require some expertise to plan and execute. Consult with your PeopleSoft expert resources or implementation partner for more detailed information or assistance. David is a Partner and VP at Knowledge Systems, a consulting firm specializing in enterprise application services and solutions. www.ksllc.com