PeopleTools 8.54 Online Help Updates, December 2014

Transcription

1 PeopleTools 8.54 Online Help Updates, December 2014 PeopleBook Topic Description Accessibility Accessibility Navigating with the Keyboard Accessibility in PeopleSoft s Creating Record Definitions > Setting Record Properties Using Page Controls > Using Secondary Pages Using Page Controls > Using Edit Boxes and Long Edit Boxes Creating New Field Definitions > Creating New Field Definitions > Specifying Long Character Field Attributes and > Specifying Image Field Attributes Creating Page Definitions > Modifying the Rich Text Editor User Interface > Creating Custom Style Files Working with the Default Style Sheet > Changing the Default Style Sheet Creating Custom Plug-In Files for the Rich Text Editor > Creating Custom Buttons Constructing File Layouts and Performing Data Added a new section: Using the Keyboard with the NavBar. Added a new section: Pagelet Behavior in Accessibility Mode. Added a description of the Advanced Query Security and provided a link to the Query documentation for details. Added a section on modeless windows and specified that only one active child window (modeless or modal) can be opened from any parent. Added "Note. The character limit counter is not applicable for use with fields enabled for the rich text editor. If a field is enabled for rich text editor, the system does not display the character limit counter." Updated information related to how DB2 handles and stores large character fields and image fields. Updated sample code to include new syntax. Changed from CKEDITOR.addStylesSet to CKEDITOR.stylesSet.add. Updated information related to changing default style sheets. Removing reference to the UPGPT850SWAN Engine program. Section now links to documentation for the Branding System Options page. Updated the sample code to match the new syntax. Added a section describing how to export data to an ISO standard-format XML file.

2 Lifecycle Management Lifecycle Management Interchanges > Understanding File Layouts > XML Format Files Using Scroll Areas, Scroll Bars, and Grids > Using Grids Setting Record Field Properties > Setting Record Field Use Properties > Audit Style Sheets Definitions List Running PeopleTools Cross- Reports Using Scroll Areas and Scroll Bar \ Selecting Scroll Ara Label Properties \ Header Area Properties \ Find (term in the table) Using the PeopleSoft User Interface> Compile All Added a note describing that after upgrades and updates, grid personalizations will need to be reapplied. Clarified further when field-level auditing is applicable. Added the reference table that describes definition lists to modify user interface elements for classic pages. Revised the Understanding Cross- Reports topic to delete references to Crystal reports and to add SQR reports. Also renamed the Running Crystal Reports topic to Running SQR Reports. Added a note indicating that the system ignores fields in HTML areas when users use the Find link to run a Find request. Updated description for Compile all and added links. Command Line Parameters Corrected CMTBL to CMTABLE. Command Line Parameters Command Line Parameters Added a section Command Line Option Sequence. Added note to -CP and TP that password can be plain text or encrypted. and revised command

3 Lifecycle Management Engine Engine User's User's Change Assistant and Update Manager Change Assistant and Update Manager Change Impact Analyzer Data Management Data Management Data Management Running Engine Programs > Using the Command Line to Invoke Engine Programs Enabling Engine Tracing > Setting Command Line Options Working With PeopleSoft s > Using Drop-Down Menus > Using SmartNavigation Using the Universal Navigation Header > Adding Pages to the Favorites Menu Configuring an Environment Management Agent Using Update Manager Action Setting Reporting and Logging Options Ensuring Data Integrity: Running SYSAUDIT: "Security Integrity" Ensuring Data Integrity: Running SYSAUDIT:"Pivot Grid Integrity" Ensuring Data Integrity: Running SYSAUDIT:" lines. Adding a note to -CP, command line option, indicating passwords may also be passed in encrypted form. Removed a junk character from the code. Clarified that the "Actions" folder in the breadcrumbs is added to show the user's navigation path in certain scenarios, but not for additional drop-down navigation. Appended the note to add that dynamically created folder content cannot be marked as a Favorite. Updated description for windowsdrivestocrawl and unixdrivestocrawl to include PS_APP_HOME. Added a new topic for Defining Target Database to clarify the ps homes for PUM. Deleted a reference and a topic on Logging Options windowa. Updated the screenshot to show the Options window without the Logging tab because the Logging options are removed from the user interface. Revised information for SEC-25. Added information for PIVOT-13 and PIVOT-14 audits. Added information for IBRK-25 audit.

4 Data Management Getting Started With PeopleTools Global Integrity" Administering PeopleSoft Databases on Oracle: Monitoring PeopleSoft Database Connections: "Monitoring PeopleSoft Module and Action Information" PeopleTools Product/Feature PeopleBook Index Swapping the Base Managing REST Services, Adding REST Service Definitions, Understanding, Naming Services and Service Aliases for REST Service Definitions Managing REST Service Operations, Defining REST Service Operation Version Information, Defining Fault Messages for REST Service Operations Developing Transform Programs Using the XSLT Transform Builder Using Listening Connectors and Target Connectors, Understanding Listening Connectors Added information about needing to set EnableAEMonitoring to 1 to use this feature. New section to match products or features to the PeopleBook where they are documented. Added a new section titled Managing and Patching Swapped Database to compare different methods of patching available. Clarified naming conventions for REST service names and aliases. Specifically, REST services and alias names cannot begin with special characters. Added information about HTTP return status codes for fault messages, including using the OnError method and the impact of service system status (production mode versus development mode) on return status codes. In the "Understanding Using Oracle XSL Mapper to Build Transformation Programs in the XSLT Transform Builder" section added a note that users cannot use Oracle XSL Mapper to modify XSLT that has been hand-coded or created with any other XSLT editing tool. In the "Manually Building Transformation Programs in the XSLT Transform Builder" section added information that step names can be no longer than eight (8) characters and step descriptions can be no longer than 30 characters. Added a section called, "Listening Connectors and UTF-8 Encoding," that describes that the listening connectors delivered with PeopleSoft support UTF-8 encoding. Using Listening Updated and labeled optional AS2 connector

5 Service Operations Monitor Mobile Platform Connectors and Target Connectors, Working with the AS2 Connectors Managing Gateways, Configuring Security and General Properties, Setting General Connection Properties Managing Gateways, Configuring Security and General Properties, Displaying the PeopleTools Version of Gateways Working with the JMS Connectors, Using the JMS Listening Connector Working with the JMS Connectors, Using the JMS Target Connector, Asynchronous and Synchronous Communication Using the Delivered Listening Connectors and Target Connectors, Example 10: Using the RIDC Target Connector Viewing Gateway Logging Data for Service Operations Defining Push Button Page Elements, Understanding Defining Push Button Page Elements properties. Added documentation for specifying a string of server URLs when using the integrationgateway.properties file to define Oracle Jolt connect string properties. The integrationgateway.properties file features a new ig.gateway.showdetails property. When you set this property equal to True, the Tools version is displayed when you ping the integration gateway using the Ping Gateway button on the Gateways page. As of the PeopleTools 8.54 release, the JMSListeningConnectorAdminstrator has been deprecated. In order to control the JMS Listeners, please use the JMSAdministratorConsole which is accessed directly from the gateway administration page. The JMS target connector now uses the JMSCorrelation ID of the request message to populate the correlation ID of its response message. In previous releases the connector used the messageid of the request. An example has been added to the documentation for using the delivered RIDC target connector. This topic has been modified to better describe how to configure the system to view gateway transaction logs using PIA from the Service Operations Monitor. Added a subsection called "Save Type Push Buttons in Pop-Up Container Elements" to explain that Save event processing via Save type push buttons does not return input data to the application server when defined in pop-up containers. In these cases use an Ajax event for save processing. Mobile Documentation for Page The documentation for the Mobile

6 Platform Elements, Utilities and tools. Platform has been enhanced to include documentation for: Defining all layout page elements and their properties properties. Using Mobile Platform utilities. Using Mobile Platform administration tools to delete layouts, delete layout templates, rename layouts, update layout status, and set default layout properties. NA NA API API API NA NA BI Publisher Classes Charting Classes Charting Classes Oracle Business Intelligence Enterprise Edition (OBIEE) is certified for use with PeopleTools 8.54; support for OBIEE is dropped as of this release. PeopleTools 8.54 includes a new Pagelet Wizard XSL template named Accordion Menu, which can be selected as custom XSL for navigation collection pagelets at step 5 in Pagelet Wizard. Added topics to document the classes, methods, and properties that support digitally signed PDF reports: DigitalCertStore class. IPDFSignature class. Deprecated the Gantt class, SetTaskExpanded method. Added a property delivered in PeopleTools : Chart class, IsXAxisInteger. Removed documentation on the following items since they are internal use only and are not supported for customer use: API Charting Classes Chart class, DeviceType property. Chart class, OverrideSystemDefaultforAccessibility property. DialGauge class, DeviceType property. LEDGauge class, DeviceType property. StatusMeterGauge class, DeviceType

7 property. API API Charting Classes Charting Classes Corrected the Chart class IsLineChartSmoothing property to IsLineChartLineSmoothing. Legends are not available for funnel charts. The use of Chart class methods and properties for legends has no effect on a funnel chart. Added the following methods and properties to the Field class to support the fluid interface: API Field Class Field class methods: AddFFClass, GetDNDField, GetDNDRow, GetDNDRowset, GetDNDTargetField, GetDNDTargetRow, GetDNDTargetRowset, ReplaceFFClass, SetGroupletActionUrl, SetGroupletDisplayIn, SetGroupletID, SetGroupletImage, SetGroupletMOptions, SetGroupletTargetID, SetGroupletTimer, SetGroupletType, and SetGroupletUrl. Field class properties: Draggable, Droppable, FreeFormStyleName, HtmlAttributes, HtmlInputType, IsHyperlink, JavaScriptEvents, and PlaceholderText. API API API API Grid Classes Grid Classes Grid Classes Internet Script Classes (iscript) Added the following properties to the Grid class to support the fluid interface: FreeFormStyleName. Layout. Added the RowHighlight property to the Grid class to disable or enable row highlighting for a grid. Added the following items to manage row headers for accessibility mode: Grid class, SetRowHeader method. GridColumn class, RowHeader property. Added the following methods and properties to support the fluid interface:

8 Request class methods: FormFactor and GetDeviceInfo. Request class properties: BrowserDeviceFormFactor, BrowserDeviceType, BrowserFluidCapable, BrowserPlatformClass, BrowserTypeClass, ExtraLarge, Large, Medium, and Small. API API API API Message Classes > Message Class Methods Message Classes > Message Class Properties Mobile Platform (MAP) Classes PeopleSoft Search Framework Classes Revised the description of the OverrideURIResource method to indicate that it is used to override the URI template portion of thegenerated URL. Removed the IsEmpty property, which was removed from the code line in PeopleTools Added three new methods to the Map class that were introduced in PeopleTools : GetAuthTokenDomain, GetPortaName, and GetPortaNodeName. Add the following to support images in search results: SearchQuery class, IncludeImages property. SearchResult class, GetImageUrl method. API PSEvent Class Using Methods and Built- In Functions > Implementing Modal Transfers Working With File Attachments > Understanding the File Attachment Functions Working With File Attachments > Deployment and System Configuration Added a chapter on the PSEvent class, which provides all of the methods for publishing and subscribing to notifications from the Push Notification Framework. Added a section on modeless windows and specified that only one active child window (modeless or modal) can be opened from any parent. Added a note for FTP sites and HTTP repositories regarding Windows processing file names in a case-insensitive manner. Virus scanning now applies to files uploaded with the MAddAttachment built-in function.

9 Considerations Working With File Attachments > Deployment and System Configuration Considerations Debugging Your > Compiling All Programs at Once Debugging Your > Finding s to Packages and Classes Debugging Your > Using the Find In Feature PeopleTools now includes utility pages that allow CopyAttachments and CleanAttachments to be run as batch processes to avoid timeout issues. Compiling in provides the option to compile and save directive. Revised these topics to include descriptions on filter options for record and page. Using the Editor Using the Editor Added a new "Accessing Editor" section to describe new toolbar buttons for viewing page and record. Added a new "Using the Auto-Complete Feature" section to describe the auto-complete feature for application classes, built-in classes, built-in functions, system variables and constants. Added the following built-in functions to support the fluid interface: Built-in Functions and AddJavaScript, AddMetaTag, AddOnLoadScript, AddStyleSheet, CreateSearchRowset, DoModalComponentPopup, DoModalPopup, ExecuteSearchSavePC, GetAddSearchRecName, GetPageTitle, GetPageType, GetSearchRecName, IsAddMode, IsBackEnabled, IsFluidMode, IsFluidSearchStart, IsGroupletRequest, IsHomeEnabled, IsLogoutEnabled, IsNavBarEnabled, IsNextInListEnabled, IsNotifyEnabled, IsPinEnabled,

10 IsPrevInListEnabled, IsSaveEnabled, IsSearchEnabled, SetAddMode, SetThemeId, and SetTransferAttributes. Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and Added a note to the Clean function: All white space characters (for example, a blank space, a tab, a carriage return, and so on) are deemed printable. Therefore, they are not removed by the Clean function. PeopleTools now includes utility pages that allow CopyAttachments and CleanAttachments to be run as batch processes to avoid timeout issues. Clarified the use of forward slashes in various parameters of the attachment functions. Added CreateBreadcrumb and GetBreadcrumbs that allow application developers to manage the user's breadcrumbs. Added the DateTimeToUserFormat for converting PeopleSoft internal date/time format to the user preferred date/time format. Added the GetAttachmentURL function for MAP applications. Virus scanning now applies to files uploaded with the MAddAttachment built-in function. The InsertImage built-in function now supports PNG and SVG file formats. Added the following three functions for conditional navigation: OverrideCNAVDisplayMode, ShouldSuppressCREF, and UIDisplayMode. In addition, noted that the following methods, properties, and functions are conditional navigation aware, which means that they will generate a URL or return a value that is dependent on the conditional navigation configuration:

11 Built-in Functions and Built-in Functions and Built-in Functions and Built-in Functions and > Directive Functions and Meta-SQL AbsoluteContentURL property (content reference class and content reference link class), AbsoluteURL property (content reference class and content reference link class), FindCRefByName method (Registry class), FindCRefByURL method (Registry class), FindCRefLinkByName method (Registry class), GenerateComponentContentRelURL builtin function, GenerateComponentContentURL built-in function, GenerateComponentRelURL built-in function, GenerateComponentURL built-in function, GenerateComponentRelativeURL built-in function, GenerateHomepageURL built-in function, GenerateHomepageRelativeURL built-in function, GetAbsoluteContentURL method (Registry class), GetURL built-in function, Transfer built-in function, and ViewURL built-in function Added the ResizeImage function to create one or more resized copies of the source image (or images). Revised the RevalidatePassword function to indicate that the function automatically accounts for scenarios in which the signon ID and the ID in effect after signon differ, and it requests revalidation based on the signon ID. Split this chapter into smaller topics alphabetically: A, B, C, and so on. Added a new topic describing directive : #If and #ToolsRel. Added the %SelectDummyTable meta-sql variable to perform a SELECT without specifying a specific table, such as performing a select on

12 Meta-SQL Meta-HTML PS_INSTALLATION and others. Added the %SqlHint meta-sql function that inserts a database platform-specific SQL hint into the specified SQL statement. Added the following meta-html elements to support the branding framework: %Content %StyleSheet Added the following meta-html elements to support the fluid interface: Meta-HTML %BB, %BP, and %BV. %ExplainMessage. %FORMFACTOREXTRALARGE, %FORMFACTORLARGE, %FORMFACTORMEDIUM, and %FORMFACTORSMALL. Pivot Grid Using Component Real- Time Search and Pivot Grids in Fluid Mode \ Publishing Pivot Grid Fluid Views as Grouplets Additional Branding Tasks Creating and Maintaining Action Items > Configuring Action Items Migrating Activity Data > Upgrading Activity Data Using ADS Definitions Developing to Customize Activity Usage > Developing Navigation Buttons Using Pagelet Wizard to Create and Manage Pagelets: Step 6: Added two notes to clarify the security settings between Pivot Grid Viewer and Pivot Grid grouplets. Provided additional information on managing custom homepage tabs. Added a note to ensure that the external URL in the Define Related Content Service page for a non- PeopleSoft URL has the additional parameter: PTAI=T. Added a table listing the ADS and managed objects that are migrated with activity guide data. Added content for the two new reserved methods, PTAI_NAV_SAVE and PTAI_NAV_SAVE_NEXT. Added a new topic: Publishing a Pagelet as a Grouplet for a Fluid Homepage.

13 Specifying Pagelet Publishing Options Administering s > Administering Content s > Defining Content s Developing and Configuring Related Content Services > Managing Related Content > Managing Related Content for Content s Updated the topic to remove the KEYWORDS attribute from the list of content reference attributes and revised description to instruct users to use the KEYWORD attribute. Administering s > Administering Content s Configuring the Environment > Configuring Web Profiles > Configuring Appearance and Character Configuring the Environment > Configuring Web Profiles > Configuring Security Configuring the Environment > Defining Nodes > Setting Node Characteristics Administering Homepages and Dashboard Pages Configuring PeopleSoft s to Use Oracle WebCenter Add a section, "Setting Fluid Attributes for Content s," for the Fluid Attributes tab. Clarified the use of the View File Time to Live setting. Updated the Start Page group box to describe the start page iscript and the Fluid Homepage field. Revised this topic to add descriptions for two new page elements - Host Node and Network Node Name and updated the screenshot. Created a new topic, "Searching for and Importing Pagelets," to fully document the use of the Pagelet Search page. As of PeopleTools 8.54, integration with Oracle WebCenter through the delivered related content services has been deprecated. These service definitions may be removed from a future release

14 Related Content of PeopleTools. Services Enabling Locale Switching Through Query Parameters in Oracle WebCenter Working with Conditional Navigation Administering Content s > Defining Content s Configuring Web Profiles > Configuring General Properties Created a new topic, "Working with Conditional Navigation," to describe the configuration of conditional navigation. Added descriptions for two new page elements: Fluid Mode and Small Form Factor Optimized. Added descriptions for two new page elements: Disable Fluid Mode and Disable Fluid on Desktop. Process Scheduler Process Scheduler Process Scheduler Query Query Configuring WS-Security for WSRP Consumption and Production, Configuring WS-Security for PeopleSoft as a WSRP Producer Scheduled JobSet Definitions Selecting Output Types and Formats Defining Search Configuration Defining Selection Criteria \ Drilling URL in PeopleSoft Query \ Understanding Drilling URLs Working with Advanced Query Options \ Joining Added information about the WSRP security options that are supported in WebCenters. Updated the description of Time Zone indicating that the default time zone is the server time zone. Added a note indicating that if multiple files of the same output format are generated and made available in the destination directory, one file may be picked up randomly and attached to an outgoing . Updated the screenshots and the steps for enabling indexing. Added a note describing the limitation when using queries with Unions. Add a limitation note for using the Outer Join functionality.

15 Query Query Query Query Query Search Search Search Search Security Records \ Creating Outer Joins Creating and Running Simple Queries \ Creating New Queries Using Composite Query \ Composite Query Overview \ Composite Query Considerations and Limitations Using Composite Query \ Creating Composite Query Definitions \ Selecting Based Query \ Query Alias (term) Scheduling Queries \ Selecting Process Requests Drilling URL in PeopleSoft Query \ Defining Attachment URL Widgets Working with Global Search > Working With the Registry Search > Setting Up the Registry Search Modified a note to clarify that the record alias doesn't include AS and TO. Added a limitation note indicating that Composite Query is not supported on the Informix environment. Modified the description of the Query Alias field to add the format rules when adding the query aliases. Removing this statement: "If a query result includes a file without data, the report headers or other text are sent in that indicates that the report was empty." Modified a note to clarify the user permissions and roles when they view the attachment URL file. Updated content to include information on using the SES console to combine search definitions into a single search group. Mapping Search Attributes Revised description of Attribute Name field. PeopleSoft Search Framework Versus Verity Search Engine > Understanding Key Differences Between Oracle SES and Verity Working with the Search Results > Working with Persistent Search Controls Managing PeopleSoft Personalizations, Working with Personalization Included stemming to the list of differences and added the supported languages for stemming. Added a note on support for persistent search. In the "Working with Personalizations Options" topic, the heading of the subtopic, Understanding Navigation Personalizations has been changed to

16 Security Security Security Security SQR for PeopleSoft SQR for PeopleSoft Options Administering User Profiles, Specifying User Profile Attributes, Setting Roles Setting Up Roles, Executing Dynamic Role Rules Working with User Profiles Across Multiple PeopleSoft Databases Implementing Definition Security (Three-Tier) Processing-Limits Section Processing-Limits Section Tracing, Logging, and Debugging > Setting Up the Debugger Setting Domain Parameters > SMTP Settings Understanding Navigation Settings. A note has been added to this topic explaining that you cannot overwrite roles in the Roles grid. To add a role click the Add Row button (+). To delete a role click the Delete row button (-). This topic contained a section called, "Executing Dynamic Role Rules for a User Profile," which described using the User Profile - Roles page to execute a dynamic role rule for a single user profile. You cannot execute role rules for a single user profile. The behavior is that you can execute role rules for all roles assigned to a user profile. The incorrect section has been removed from the documentation. A new section has been added called, "Executing Dynamic Role Rules for All Roles Assigned to a User Profile," which describes using the User Profile - Roles page to execute dynamic role rules for all roles assigned to a user profile. Added a topic, "Securing User Profile Synchronization," listing options to secure service operations during user profile synchronization. The documentation as been enhanced with more complete documentation for three-tier definition security. Updated the Processing-Limits Section to define the sizes and limitations of some of the SQR internal structures. Added a note indicating that the value for the keyword NUMVARIABLES in $PS_HOME/sqr/pssqr.ini should be ignored. Added note: " (PSIDE.EXE) will not connect to the Debugger through a firewall using Network Address Translation (NAT)." Added settings to enable and control TLS security. Setting Clarified the dbflags parameter with respect to

17 Domain Parameters > PSTOOLS Options Understanding PeopleSoft Internet Architecture > PeopleSoft Architecture Fundamentals Understanding Verity Search Indexes > Components of Verity and PeopleSoft Search Architecture WebLogic Domain Types Changing WebLogic User Passwords Setting Up Reverse Proxy s>configuring Microsoft IIS 7.0 as RPS Engine and behavior. Added a note indicating the PeopleSoft architecture supports both IPv4 and IPv6 network protocols. Added a note under Verity Technologies indicating the Verity mkvdk fails and displays error when the collection storage drive/partition is less than 4Tb. Updated the MAX_FILE_DESCRIPTOR, debugging output setting to a limit of and added a note for user to set the optimum value of the environment variable in setenv.sh file. WebLogic "operator" user name and password is removed from setenv.* script in PIA. Instead the operator user name and password values are encrypted and stored in a properties file in the PIA installer. If the customer later changes the operator password in WebLogic, they have to modify the properties file with encrypted value of the new password. Updated the steps to modify the properties file. Removed section Configuring Microsoft IIS as an RPS and updated steps to configure Microsoft IIS 7.0 for reverse proxy server. Bypassing Restrict-by- File-Type Functionality for Added the missing punctuation. System Administrators Configuring Verity Search and Building Verity Search Indexes Using Utilities > File Extension List > Standard Extensions Moved the Building Verity-Based Registry Search Indexes topic from the book to the. Removed a note that had a reference to the web.xml file and revised the section. Configuring Process Entered a description for the PSSQR Path.

18 Test Framework Test Framework Test Framework Test Framework Test Framework Test Framework Workflow Scheduler > SQR Using Utilities > DDL Model Defaults Installing and Configuring PTF: Defining PTF Configuration Options Using PeopleSoft Test Framework: Using the Log Viewer Using PeopleSoft Test Framework: Using the PTF Test Recorder Installing and Configuring PTF: Installing a PTF Client Updated the list to include information about DDL model statement. Updated the description for the Allow Untrusted SSL option. This option is now disabled. Connections must be secure, unless a delivered web service is activated by a PTF administrator. Added the Export command to the Log Menu Command table. Updated the list of Configure Recording Tools options. Added information about installing from the command line. Test Added Exists and Get Property actions for DIV.. Test Added Weekday() function. Migrating Workflow Data Added information about delivered ADS templates for workflow data migration.