I have noticed when dealing with changes or additions to users’ security, like adding permission lists; that the changes aren’t always reflected in the PIA navigation immediately. One of these reasons usually has to due with the caching settings in the web profile configuration within PIA.

To get to the web profile configuration, please see the picture below.

Settings to Change

Here are the recommended things to change. (Please note, be careful if you do this in a production environment)
- Uncheck “Cache Generated HTML”
- Uncheck “Cache Homepage”
- Uncheck “Cache Proxied JavasScripts”
- Uncheck “Cache Target Content”
- Uncheck “Cache Portal Objects”
- Uncheck “Cache Menu”
Hit Save.

That should allow the menus to update at a more regular rate and not be slowed down due to caching issues.

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Was getting a strange error today when using Application Designer. I was editing some of the stylesheets, the PSHDR2_SWAN, a sub style sheet under PSSTYLEDEF_SWAN; went to try and save it and got this error: “PSHDR2_SWAN has been updated by another user. (3,1)”

I discovered that this had to due with the local caching on my machine from App Designer.

1st Way to Fix this

Close App Designer (copying out any changes you need to save when you come back into it). Browse to C:\PS\Cache (this path might be different depending on where you setup your App Designer to cache on your machine) and delete the corresponding database name folder within there. Relaunch App Designer and then you will be able to save again.

2nd Way to Fix this

Launch pscfg.exe and click on the “Purge Cache Directories.”

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FireFox and IE

SHIFT + CTRL  + J

When you are on a page in PIA, you can use SHIFT + CTRL + J to bring up the page which shows the component name, page name, and menu name. This is very useful for when you are trying to locate where it is stored.

Tested on Firefox 3, Firefox 4, IE7, IE8, and IE9.

Chrome

SHIFT + CTRL (HOLD) + J (TWICE)

When using Google Chrome, you have to hold CTRL + SHIFT and press the J key twice.

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The post PS Shortcut Key – See Menu + Component appeared first on TheITBros.

This tutorial is on changing the default logo and header in PeopleSoft on PeopleTools version 8.50 or higher.

Step 1

Open up App Designer.

Step 2

Go to File > Open.

Step 3

Select definition as Image and then in the name field type “PT_ORACLELOGO_SWAN” and click Open.

Step 4

You will most likely get an error like the one below. Go ahead and click No. If not, please skip to step ….

Step 5

We need to fix the error above by giving us write permissions to this image file. So go up to the file menu and click “Go”, and then select “Definition Security.”

Step 6

Go up to “File > Open > Group”.

Step 7

Click ok.

Step 8

Now select “Images” from the dropdown menu.

Step 9

Select the image from before and click on the “single arrow pointing to the right”.
This will move it into the group so that you now have permission to edit it.

Step 10

Now hit “save.”

Step 11

Now go back to App Designer, it should still be running, and open up the image, PT_ORACLELOGO_SWAN as shown in Step 3.

Step 12

Now we are going to create a backup of this image. So go up to File > Save As.

Step 13

Now name this, PT_ORACLELOGO_SWAN_BK and hit OK.

Step 14

Close that window, go back and open up the original PT_ORACLE_SWAN image. Right click on it and select “Update Image.”

Step 15

Select the image you want to update it with and click Open.

Step 16

You are going to see this error, simply select “Yes”, and then find your image again and click Open. It’s weird.

Step 17

Depending on your file format, it might say “This Image cannot be displayed.” But don’t worry, your image is actually there. Then select “File > Save.”

Step 18

Now we need to go update the stylesheet that references our image dimensions. So go to “File > Open”
By default, most everything in PeopleTools 8.50 and above uses the PSSTYLEDEF_SWAN stylesheet.
Again, you will have to go to Definition Security and move the stylesheet into the right, so that it is editable. Also, while you are in there, also add the PSHDR2_SWAN stylesheet.

Step 19

Now open up the PSHDR2_SWAN stylesheet, which is a sub style sheet of PSSTYLEDEF_SWAN.

Step 20

Under the /* company logo div */ header I then updated the following to match my image dimensions and position:
• Changed width
• Changed height
• Added margin-left
• Added margin-top

Example of mine after changes:

/* company logo div */
#pthdr2logoswan {
float:%AlignStart;
width: 96px;
height:55px;                        /* new for hover menu */
margin:0;
margin-left:25px;
margin-top:5px;
background: url(%Image(PT_ORACLELOGO_SWAN)) no-repeat; 
}

Then save it.

Step 21

The next step is changing the header to a more suitable background image for your organization. This can be done by following the same procedure as above, but with the image, PT_HEADERBG_SWAN.

Also, here is my CSS example after change in the PSHRD2_SWAN stylesheet.

#pthdr2container {
height:59px;
margin:0;
margin-%AlignStart:2px;
background: url(%Image(PT_HEADERBG_SWAN)) repeat-x; 
}

Step 22

If you use the search feature at all in PeopleSoft, then you also have to update the HTML page for the search page. By default the search page specifies the wrong dimensions for your new image and so you have to change that.

Open up the HTML file called PORTAL_UNI_HEADER_NNS_SWAN and modify the following lines:

<td><H1 ALIGN="left" class="logoh1"><img src="%BIND(:1)" width="96" height="60" alt="WWU logo"></H1></td>
 
.logoh1 {margin: .0em 0; margin-left:25px; margin-top:5px;}

Then make sure you save it.

Step 23

You should see your changes immediately. But you might need to bounce both your APP server and PIA.
You now have a more customized PeopleSoft look and interface.

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The post Change Logo & Header – PeopleTools 8.50 appeared first on TheITBros.

I was looking for this in the PeopleBooks and could not find it. Also after searching Google for a bit, I also came up empty. So I thought I would share this with you to save you some time.

PeopleSoft does have a Social Security Number (or rather National ID) masking feature.

Step 1

Browse to Main Menu > Set Up SACR > Security > Secure Student Administration > Permission List > Demographic Data Access.

Step 2

Under the *Mask National ID column select Mask entire field from the dropdown. This will mask it for everyone. You can setup additional ones within this window and secure them by primary permission list. Example, you have some people that need to see them and others that don’t.

Step 3

To apply this change you have to run a process. Browse to Main Menu > Set Up SACR > Security > Secure Student Administration > Process > Demographic Data Access. You now have to create a Run Control ID. I simply named mine, SSN. And click Add.

Step 4

Hit Run.

Step 5

Then hit OK.

You can then go into the Process Monitor and make sure your request went through successfully.

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It is actually pretty easy to export and import the security from PeopleSoft. There are datamover scripts that are given to. They are located in the PS_HOME PeopleSoft installation directory.

You do have to realize that this export script simply exports all of the security. You can’t really pick and choose. But it is great for backups and even for server refreshes.

Exporting – Step 1

To export security, simply login to DataMover.

Exporting – Step 2

Go to File > Open.

Exporting – Step 3

Select your securityexport.dms script.

Exporting – Step 4

You have to set the export location for both the .DAT file and the log file.

Exporting – Step 5

Then you simply hit the Run Script button or F5.

Importing

To import, the steps are exactly the same, except you open the securityimport.dms file and point it to the path of your export file.

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The post Exporting and Importing PS Security appeared first on TheITBros.

Was receiving this error this last week after changing the primary permission list on some accounts in PIA.
[Open Query] [CQryStmt::Prepare] QDM could not load query definition [ PUBLIC.PT_SEC_PLIST_USERS ]
I was trying to run a query to see which users belonged to a permission list.

Turns out that the reason was because the primary permission list that I assigned to some accounts did not have access via definition security to the PeopleTools Group ID. (also, make sure you change display view to Yes.

After adding the primary permission list with access to the PeopleTools group + display view set to Yes, then the queries in PIA worked fine. Also, make sure the primary permission list is under the query process groups in PIA as well.

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The post QDM could not load query definition – PS appeared first on TheITBros.

Discovered some users today that couldn’t add favorites in PIA. Whenever they would try to add one they would get the following error: Authorization Error — Contact your Security Administrator.

Turned out to be a simple permissions problem, they were simply missing a delivered web library under their permission list; the WEBLIB_PTIFRAME.

Also, make sure you grant them Full Access under the library.

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The post PeopleSoft Favorites – Authorization Error appeared first on TheITBros.

In certain versions of PeopleTools, the TypeAhead feature simply doesn’t work very well. It causes weird behavior, such as the mouse cursor disappearing and refresh problems. Below are instructions on disabling the TypeAhead feature for everyone.

Step 1

Login to PIA and browse to Main Menu > PeopleTools > Personalization > Personalization Options.

Step 2

Click on the Format tab.

Step 3

Browse to the second page or results, scan down and find the TYPEAHD field and click on the Set Option Default Value.

Step 4

From the dropdown box select No and click OK.

Step 5

Now scroll down and click on the Save button. And your finished!

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The post Disable TypeAhead Feature for Everyone appeared first on TheITBros.

Ran across this error today under Campus Community > Personal Information > Biographical > Relationships > Relationships. It said, “Relationship component interface not found (14000,317)”. Below are instructions on how to fix this.

Step 1

Browse to the default permission list of your user’s profile and click on the Component Interfaces tab.

Step 2

Click Edit on the Relationship CI.

Step 3

Click on Full Access (All) and then click OK.

Step 4

Click the Save button. The error should now be fixed.

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The post Relationship CI not found (14000,317) appeared first on TheITBros.

IE9 Spacing Issue

As most of you probably noticed with the upgrade to PeopleTools 8.51 there is a spacing issue (white space between header and top of page) with IE9. To resolve this you need to tweak your PT_HNAV_TEMPLATE html file. Follow the instructions below to fix.

Step 1

Launch App Designer and open the PT_HNAV_TEMPLATE html file. If you get an error complaining about it being read-only, make sure you open up definition security, PeopleTools group, and move the PT_HNAV_TEMPLATE over to the right and save.

Step 2

Comment this line out and add a line below, to look like this:

<!--<meta http-equiv="X-UA-Compatible" content="IE=8">-->
<meta http-equiv="X-UA-Compatible" content="IE=EmulateIE7">

Step 3

Now in IE9, go back to PIA and refresh the page. You shouldn’t have to restart PIA or clear cache for the change to take affect.

You can download IE9 here: http://windows.microsoft.com/en-us/internet-explorer/downloads/ie-9/worldwide-languages

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The post PeopleSoft Fix IE9 Spacing Issue appeared first on TheITBros.

Change PeopleSoft PIA

For end users, I prefer having the 2nd menu (main menu) enabled by default. This is the one with the icons. It makes it a lot easier for people to learn their way around PIA and still have the left menu for quick navigation. Below are instructions on how to change the global default in PIA. This example is done in PT8.51+. Example shown in picture below.

Step 1

Navigate to:

Main Menu > PeopleTools > Portal > Structure and Content > Portal Objects > HomePage > Tabs

Then click on “Edit” next to My Page.

Step 2

Click on the Tab that says “Tab Content.”

Step 3

Under PeopleSoft Applications, we change Main Menu to “Opt-Dflt” and Menu to “Required.” Then hit Save. This will make the left hand menu always be required and the one with icons on the right show up by default, but can optionally be turned off by the end user.

Step 4

Now go over to the Tab Layout Tab. I prefer two columns. This way it fills the browser window. Select 2 Columns and hit save.

Now every user will have this as their default setting when they first login to PIA.

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The post PS PIA Change Default Content and Layout appeared first on TheITBros.

PeopleSoft Database Queries

Here are instructions for moving/copying queries back and forth between different PeopleSoft databases. This includes moving between different versions of PeopleTools.

Step 1

Launch App Designer on the server you are wanting to move/copy your queries from.

Step 2

Go to “File > New > Project” and hit “Ok.”

Step 3

Move to the “Upgrade” tab on the bottom left section in App Designer.

Step 4

Click “Insert > Definitions into Project…”

Step 5

Select the “Definition Type” as Queries. Select your query or queries and hit “Insert.” In this example I am simply copying the ACAD_PLAN_TBL (delivered query) over to a new server. Most likely you are copying over a custom built query that you named yourself.

Step 6

Now before you can export your query you have to save it to a project. So go to “File > Save Project As…” and select a temporary name for your project. You can always delete it when you are finished transferring.

Step 7

Now it’s time to export your project. Go to “Tools > Copy Project > To File.” You will want to save to a file if you are transferring your queries to a PS database that is a different version of PeopleTools. If you are transferring your queries between the same version of PeopleTools, then simply select “To Database”, login, and your done! Otherwise, continue reading.

Step 8

Connect to your destination database and then go to “Tools > Copy Project > From File…” And your done!

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The post PS – Move/Copy a Query to a new Database appeared first on TheITBros.

PeopleSoft Error

Working with PeopleSoft today I encountered an error stating Invalid Record/Field error. See picture below.

The fix for the error was to actually clear the app server cache. (Have your DBA do it.) That can bring your production system to a slowdown if you then have to rebuild your cache. However, clearing the app server cache did fix the problem.

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The post PeopleSoft – Invalid Record/Field Error appeared first on TheITBros.

Have you every been annoyed by creating a query in PIA, using PSQuery? The easier way to do it is to create a new record, turn that into a view, and then query the record in PSQuery. Instructions are below.

PSQuery – View

Step 1

Open up app designer and create a new record.

Step 2

Insert at least one record field, and hit save. (make sure the number of records match the number of columns in your select statement)

Step 3

Then under record type, select SQL view.

Step 4

Then input your SQL code under the SQL editor section. (make sure not to have a semicolon at the end of your query)

Step 5

Make a primary key. (double click > and select key, search key, and list box item)

Step 6

Then go to build > current definition.

Step 7

Select “Create views” and then select “Execute SQL now”.

Step 8

Then hit Build.

Step 9

Then add the record to the query access manager tree in PIA.

Step 10

Then you can select from the record/view in PSQuery.

Check out another great resource here: http://peoplesoft.wikidot.com/

Hope that helps!

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