PeopleSoft Enterprise Portal 9.1 PeopleBook: Resource Finder

Enterprise Portal Resource Finder Overview

This chapter provides an overview of PeopleSoft Enterprise Portal Resource Finder and how to navigate in PeopleSoft Portal Resource Finder.

Understanding PeopleSoft Portal Resource Finder

PeopleSoft Portal Resource Finder is a highly flexible repository that you can configure to receive data loads containing information about any organizational resource, along with links that relate these resources to each other. These resources are typically things like customers, suppliers, employees, departments, locations, companies, and business units, but can also be easily expanded to include things like products and projects, for example.

PeopleSoft Portal Resource Finder is inherently flexible, enabling you to configure and track any of these resources based on your own business requirements. PeopleSoft Portal Resource Finder is also designed to promote the discovery of interrelationships between your resources, based on your resource configurations.

You can locate these enterprise resources, or participants, in the repository using a variety of tools, including the Resource Finder simple search pagelet, which can be added to portal homepages; the Resource Finder - Advanced Search page, which offers search options that can be tailored to the specific resource the user is looking for; or by drilling down through the organizational chart and related links on resource profile pages. You can also relate resources to business processes directly by leveraging the Related Resources pagelet that works with the Intelligent Context Manager™. Resource Finder search functionality uses Verity for indexing and searching the resource metadata.

Resource Finder searches this metadata to return matching resource results, which you can use to access profile pages. Resource profiles are dynamically generated based on profile definition settings. You can use these resource profiles to view and access various details configured to appear for Resource Finder participant types.

Security options allow you granular control over the information about resources that different users can access, as well as who in your organization can manage resource information.

Navigating in PeopleSoft Portal Resource Finder

PeopleSoft Portal Resource Finder provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the PeopleSoft Portal Resource Finder custom navigation pages, PeopleSoft Portal Resource Finder provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

Pages Used to Navigate in PeopleSoft Portal Resource Finder

This table lists the custom navigation pages that are used to navigate in PeopleSoft Portal Resource Finder.

Core Objects

The Core Objects custom navigation pages are intended for the person in the organization who defines the core objects used by the Resource Finder repository.

Page Name	Navigation	Usage
Define Valid Value Group	Portal Administration, Resource Finder, Core Objects, Valid Value Groups, Define Valid Value Group	Define groups of valid values that can be associated with user-editable attribute types to constrain their values.
Define Valid Value Group - Delete Confirmation	Portal Administration, Resource Finder, Core Objects, Valid Value Groups, Define Valid Value Group Click the Delete this Valid Value Group button on the Define Valid Value Group page.	Confirm or cancel your selected deletion.
Define Attribute	Portal Administration, Resource Finder, Core Objects, Attributes, Define Attribute	Enter the data-driven definitions of the properties used to describe and relate participants. Define attributes to be assigned to participant types and display groups. Configure settings for attribute values, such as value types and requirements.
Define Attribute - Configure Attribute References	Portal Administration, Resource Finder, Core Objects, Attributes, Define Attribute On the Define Attribute page, select Attribute Reference from the Value Type drop-down list box, and then click the Configure link.	Specify attribute references and edit controls for an attribute that derives its value by referencing one or more attributes.
Define Attribute - Configure User Edits	Portal Administration, Resource Finder, Core Objects, Attributes, Define Attribute On the Define Attribute page, select Basic Data Attribute from the Value Type drop-down list box, and then click the Configure link.	Configure edit controls for an editable attribute that derives its value from a data source or user edit. If the attribute that you are defining is a straight data-derived attribute, setting the attribute type to Basic Data Attribute on the Define Attribute page is sufficient. Access the Define Attribute - Configure User Edits page only to allow a user to edit.
Define Attribute - Configure External Asset References	Portal Administration, Resource Finder, Core Objects, Attributes, Define Attribute On the Define Attribute page, select External Asset Reference from the Value Type drop-down list box, and then click the Configure link.	Specify an external asset reference for an attribute type that derives its value by referencing an external asset. You must define external assets before configuring an external asset reference for an attribute type. See Configuring External Assets.
Define Attribute - Configure Participant References	Portal Administration, Resource Finder, Core Objects, Attributes, Define Attribute On the Define Attribute page, select Participant Reference from the Value Type drop-down list box, and then click the Configure link.	Specify participant references for an attribute type that derives its value by referencing participant types.
Define Attribute - Delete Confirmation	Portal Administration, Resource Finder, Core Objects, Attributes, Define Attribute Click the Delete this Attribute ID button on the Define Attribute page.	Confirm or cancel your selected deletion.
Define External Asset Type	Portal Administration, Resource Finder, Core Objects, External Asset Types, Define External Asset Type	Assign attributes to external assets that determine the external asset details that appear on participant profiles. Note. You must already have defined these attributes on the Define Attribute page.
View Details - Attribute Details	Portal Administration, Resource Finder, Core Objects, External Asset Types, Define External Asset Type Click the View Details link on the Define External Asset Type page.	View attribute details to verify that you have selected the intended attribute.
Define External Asset Type - Delete Confirmation	Portal Administration, Resource Finder, Core Objects, External Asset Types, Define External Asset Type Click the Delete this External Asset Type ID button on the Define External Asset Type page.	Confirm or cancel your selected deletion.
Define Participant Type	Portal Administration, Resource Finder, Core Objects, Participant Types, Define Participant Type	Define the person or things that are relevant to the business in PeopleSoft Portal Resource Finder. Participant types can be employees, customers, organizations, organizational units, departments, divisions, and so on. Specify attributes that you want to be available for different types of participants.
View Details - Attribute Details	Portal Administration, Resource Finder, Core Objects, Participant Types, Define Participant Type Click the View Details link on the Define Participant Type page.	View attribute details to verify that you have selected the intended attribute.
Define Participant Types - Set Viewer Security	Portal Administration, Resource Finder, Core Objects, Participant Types, Define Participant Type Click the Set Viewer Security link on the Define Participant Type page.	Define row-level security by role or by user ID to limit viewer access to selected participant attributes on participant profiles for the selected participant type.
Define Participant Type - Delete Confirmation	Portal Administration, Resource Finder, Core Objects, Participant Types, Define Participant Type Click the Delete this Participant Type button on the Define Participant Type page.	Confirm or cancel your selected deletion.
Specify Add/Update Privileges	Portal Administration, Resource Finder, Core Objects, Participant Types, Define Participant Type Select the Specify Add/Update Privileges tab.	Specify roles and user IDs that have add and update access for the selected participant type. When users with the roles and user IDs that you specify access participant profiles for the selected participant type, they can add new attribute information or update existing attribute data for the participant.

Mappings

The Mappings custom navigation pages are intended for the person in the organization who sets up data maps between source systems and repository objects.

Page Name	Navigation	Usage
Define Data Sources - Specify Participant Types	Portal Administration, Resource Finder, Mappings, Data Sources, Define Data Sources	Specify the external data sources of import information for the Resource Finder repository, as well as the participant types for which they supply data. You identify these external data sources to ensure that only valid data sources are available for selection when a user maps Resource Finder data to external data source applications.
Define Data Sources - Specify Data Source Keys	Portal Administration, Resource Finder, Mappings, Data Sources, Define Data Sources Click the Specify Data Source Keys link on the Define Data Sources - Specify Participant Types page.	Define key fields that identify participant types in the selected data source. The values of these fields uniquely identify a participant associated with the selected participant type when these values are loaded from the specified data source. The Configure File Import Application Engine process (EPX_FILE_IMP) uses these key values to determine whether it is importing new participant data or updated data for an existing participant. Perform this setup for all data sources that supply data for the participant type.
Define Data Sources - Map Keys Between Data Sources	Portal Administration, Resource Finder, Mappings, Data Sources, Define Data Sources Click the Specify Data Source Keys link on the Define Data Sources - Specify Participant Types page, and then click the Map Keys Between Data Sources link.	Map the selected participant type key field to other key fields defined for other data sources that provide attribute data for the participant type. Note. Use this page if you have participant type data for the same participant being imported from different data sources and you need to ensure that the system doesn't create multiple sets of data solely based on the existence of multiple data sources.
Define Participant Map	Portal Administration, Resource Finder, Mappings, Participant Mappings, Define Participant Map	Specify the mappings between an external data source and Resource Finder repository participant type attributes.

Profile Management

The Profile Management custom navigation pages are intended for the person in the organization who defines and maintains repository profiles.

Page Name	Navigation	Usage
Define Display Group	Portal Administration, Resource Finder, Profile Management, Display Groups, Define Attribute Group	Logically group attribute IDs together. Note. You must already have defined relevant participant types on the Define Participant Type page.
Define Participant Profile	Portal Administration, Resource Finder, Profile Management, Participant Profiles, Define Participant Profile	Define participant profile and configuration settings that the system uses to build participant profiles dynamically.
View Details - Display Group	Portal Administration, Resource Finder, Profile Management, Participant Profiles, Define Participant Profile Click the View Details link on the Define Participant Profile page.	View display group details to verify that you have selected the intended display group.
Specify Profile Manager	Portal Administration, Resource Finder, Profile Management, Participant Profiles, Define Participant Profile Select the Specify Profile Manager tab.	Specify a profile manager for a participant profile. Profile managers are notified by email when their users modify user-editable profile attributes that require change notification. Profile managers can update user-editable information on profiles that are owned by their individual participants. An email notification of changes is sent to the email address that is defined for the profile manager on the Email Addresses page. See Enterprise PeopleTools 8.50 PeopleBook: Security Administration, “Administering User Profiles,” Specifying User Profile Attributes

Administration

The Administration custom navigation pages are intended for the person in the organization who manage Resource Finder administration and batch processes.

Page Name	Navigation	Usage
Define Advanced Search Option	Portal Administration, Research Finder, Administration, Search Options, Define Advanced Search Option	Specify attributes that you want to use as search parameters for the selected participant type on the Resource Finder - Advanced Search page.
View Details - Attribute Details	Portal Administration, Research Finder, Administration, Search Options, Define Advanced Search Option Click the View Details link on the Define Advanced Search Option page.	View attribute details. Information displayed on this page can help you verify that you have selected the intended attribute.
Select Search Parameter Attributes - Check Viewer Security	Portal Administration, Research Finder, Administration, Search Options, Define Advanced Search Option Click the Check Viewer Security link on the Define Advanced Search Option page.	To modify viewer access, access the Define Participant Types - Set Viewer Security page.
Specify Result Attributes	Portal Administration, Research Finder, Administration, Search Options, Define Advanced Search Option Select the Specify Result Attributes tab.	Specify attributes that you want to display as search results for the selected participant type on the Resource Finder - Advanced Search page.
View Details - Attribute Details	Portal Administration, Research Finder, Administration, Search Options, Define Advanced Search Option Select the Specify Result Attributes tab, and then click the View Details link.	View attribute details. Information displayed on this page can help you verify that you have selected the intended attribute.
Select Search Result Attributes - Check Viewer Security	Portal Administration, Research Finder, Administration, Search Options, Define Advanced Search Option Select the Specify Result Attributes tab, and then click the Check Viewer Security link.	Check viewer access for participant attribute search results on the Resource Finder - Advanced Search page.
Configure Organization Charting	Portal Administration, Resource Finder, Administration, Organization Charting, Configure Organization Charting	Activate organization charts for your Resource Finder implementation. Select the organization charting options that the Resource Finder will display on participant profile pages.
Build Search Indexes	Portal Administration, Search, Build Search Indexes Select the delivered PAPP_RESOURCE_FINDER run control ID. See Building Search Indexes.	Create the Resource Finder search collection.
Configure File Import	Portal Administration, Resource Finder, Batch Processing, Configure File Import, Configure File Import	Enter run control parameters and select XML-formatted files for inclusion in updates to the Resource Finder repository.
Load Participant User IDs	Portal Administration, Resource Finder, Batch Processing, Load Participant User Ids, Load Participant User IDs	Run a batch process to update Resource Finder participants with corresponding user IDs.
Participant Profile	Portal Administration, Resource Finder, Administration, Search Options, Resource Finder Advanced Search Click the Participant Profile link in the email that you received notifying you of changes to a participant profile.	View and edit information on your profile. View and modify information displayed on a profile for which you have been given Super User Update/Add access. View the selected participant in an organization chart based on available participant reference attributes.
Personalize Resource Finder	Click the Customize icon on the Resource Finder pagelet.	Personalize your Resource Finder pagelet and Resource Finder - Advanced Search page to display a default participant type for your searches. Set your organization chart and image display options. You can specify different default participant types and display options for each home page tab on which the Resource Finder pagelet appears in your PeopleSoft Enterprise Portal.
Resource Finder - Advanced Search	Enter search criteria on the Resource Finder pagelet and click the Search button. Click the Advanced Search link on the Resource Finder pagelet. Click the Resource Finder link on the PeopleSoft Enterprise Portal header.	View results for Resource Finder pagelet searches, perform detailed Resource Finder searches, and access relevant participant profiles.
Resource Finder - Search Tips	Click the Advanced Search link on the Resource Finder pagelet. Click the Search Tips link on the Resource Finder - Advanced Search page.	View an outline of search techniques you can use to expand and constrain searches.