PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features

Using External Email, Calendar Data, and Instant Messaging

This chapter provides an overview of the Email pagelet and the Calendar Events pagelet and discusses how to:

Work with the Email pagelet.
Work with the Calendar Events pagelet.
Enter your instant messaging information.

Understanding the Email Pagelet and Calendar Events Pagelet

PeopleSoft Enterprise Portal offers homepage pagelets that enable users to access email and calendar information without leaving the portal. The portal administrator sets up a default mail system and can also (optionally) enable external Post Office Protocol 3 (POP3) mail systems. Users then configure their own homepage Email pagelet and Calendar Events pagelet with their IDs and passwords. If multiple mail systems are enabled, users can include mail from multiple systems on their Email pagelet.

Because the Email pagelet and Calendar Events pagelet share the same integration technology, users need to install and set up these pagelets only once. For the homepage, however, users must separately select each pagelet that is to be included.

Email Integration

The Email pagelet displays a list of the latest email messages. If the email system is web-enabled, users can navigate to that email system from a link on the pagelet. Integrations are delivered for these servers:

Internet Message Access Protocol (IMAP).
Lotus Domino.
Microsoft Exchange 2003 and 2007.
Post Office Protocol (POP).

In the Email pagelet, you can have one primary external email system: an IMAP, Lotus Domino, Microsoft Exchange, or POP server. In addition, POP-enabled mail can also be used as a secondary email system.

Calendar Integration

The Calendar Events pagelet displays appointments for the current day. Integrations are delivered for:

Lotus Domino.
Microsoft Exchange 2003 and 2007.

Instant Messaging

Users that are utilizing instant messaging functionality will need to have an instant messaging client installed on the machine from which they’re accessing the PeopleSoft Enterprise Portal product.

Working With the Email Pagelet

This section discusses how to:

Personalize your Email pagelet.
Add an additional email account.
Use the Email pagelet.

Pages Used to Work With the Email Pagelet

Page Name	Definition Name	Navigation	Usage
Personalize Email Options	EO_PE_EML_PREF	Click the Customize icon on the Email pagelet.	Specify the employee user email ID and password and the number of most recent email messages that should appear on the Email pagelet.
Add a Personal Email Account	EO_PE_EML_OTHR	Click the Add an Email Account button on the Personalize Email Options page.	Add a new personal external email account. Add any number of POP3 mail accounts
Update a Personal Email Account	EO_PE_EML_OTHR	Click the Edit button on the Personalize Email Options page.	Edit an existing personal email account supplying data to your Email pagelet. The fields on this page are the same as those on the Add a Personal Email Account page.

Personalizing Your Email Pagelet

Access the Personalize Email Options page (click the Customize button on the Email pagelet).

Primary Email Account

Use the fields in the Primary Email Account group box to enter information regarding your email account supplied by your organization's designated primary email system.

Email UserID	Enter the user ID that corresponds to the mail type. Note. For Lotus Notes user ID, the domain needs to be specified after the user name (for example, Bob Jones/CORP).
Mail Box	Displays if you are using Microsoft Exchange 2003 or 2007. Enter your mailbox name.
Number of Emails to Display	Enter the number of messages to display on the pagelet.
Do Not Display These Messages	Select to have no messages appear on the pagelet. Use this feature to temporarily hide an email account.

Additional Email Accounts

Use the Additional Email Accounts group box to add external POP3 mail accounts to your Email pagelet.

Email Account	This field displays after you have set up at least one email profile on the Add a Personal Email Account page. Click the account name link to access the Update a Personal Email Account page.
UserID	The user ID whose mail messages will appear in the pagelet.
Edit	Click to access the Update a Personal Email Account page, where you can change the email account setup information.
Delete	Click to permanently remove the email account from the pagelet. You will be prompted to confirm the deletion.
Add an Email Account	Click to access the Add a Personal Email Account page, where you can add new email accounts. The portal administrator predefines the account choices.

Note. All password and ID information is stored using common functions for password data store.

Adding an Additional Email Account

Access the Add a Personal Email Account page (click the Add an Email Account button on the Personalize Email Options page).

Email Profile Name

Enter a unique email profile name. This is the mail identifier that appears in the pagelet.

Mail Account Server

Select the appropriate server. The portal administrator adds POP3 email servers to this list on the URL Maintenance page.

URL for Mail Inbox

Select the appropriate mail URL. The portal administrator adds URLs to this list on the URL Maintenance page.

Note. Ensure that the URL selection corresponds to the mail account server.

Mail Account UserID

Enter the email user ID.

Mail Account Password

Enter the email password.

Number of Emails to Display

Specify the number of emails the system should display on the Email pagelet for this mail profile.

Note. The email account must enable POP access and forwarding for it to display on the Email pagelet. Check your profile with the POP mail vendor.

Using the Email Pagelet

Access the Email pagelet on the portal homepage.

The Email pagelet displays a list of your latest email messages.

In the preceding example, the Email pagelet uses Microsoft Outlook as the primary email service and a POP server as a secondary service.

<Server Name>	Click the link for a server to access the server's URL in a separate browser window.
Subject	Click the link for a subject to open that message in a separate browser window.

Working With the Calendar Events Pagelet

This section discusses how to:

Personalize your Calendar Events pagelet.
Use the Calendar Events pagelet.

Page Used to Personalize the Calendar Events Pagelet

Page Name	Definition Name	Navigation	Usage
Personalize Calendar Options	EO_PE_CAL_PREF	Click the Customize icon on the Calendar Events pagelet.	Enter data that allows the Calendar Events pagelet to display your calendar data.

Personalizing Your Calendar Events Pagelet

Access the Personalize Calendar Options page (click the Customize button on the Calendar Events pagelet).

UserID

Enter the user ID that corresponds to the account type.

Password

Enter your password.

Note. For Lotus Notes users, use the internet password. This password is stored in the Person document in the Lotus Name and Address Book on the Domino server.

Mail Box

Displays if you are using Microsoft Exchange 2003 or 2007. Enter your mailbox name.

Alias

This field displays when the Email Type field value is set to Microsoft Outlook. Enter the same alias value that was defined in the active directory setup for the user. This value is used to define the Outlook Web Access/Exchange Server URL. If this field is left blank, then the mailbox name is used to generate the URL.

Using the Calendar Events Pagelet

Access the Calendar Events pagelet on the portal homepage.

The Calendar Events pagelet displays appointments for the current day.

<Server Name>	Click the link for a server to access the server's URL in a separate browser window.
Subject	Click the link for a subject to open that event in a separate browser window.

Entering Your Instant Messaging Information

This section discusses how to enter your instant messaging information.

Page Used to Enter Your Instant Messaging Information

Page Name	Definition Name	Navigation	Usage
My Instant Messaging Information	EPPRC_IM_USER	Select the My Instant Messaging link that displays as a top-level link in the menu.	Add, edit, or delete your instant messaging information, such as your available screen names and domains.

Entering Your Instant Messaging Information

Access the My Instant Messaging Information page (My Instant Messaging).

Domain

Select the domain for which you want to define instant messaging information.

GTALK — Google Talk.

SAMETIME — IBM Lotus Sametime.

XMPP — Extensible Messaging and Presence Protocol .

YAHOO — Yahoo! Messenger.

Screen Name

Enter your screen name for the selected domain.

Email Profile Name	Enter a unique email profile name. This is the mail identifier that appears in the pagelet.
Mail Account Server	Select the appropriate server. The portal administrator adds POP3 email servers to this list on the URL Maintenance page.
URL for Mail Inbox	Select the appropriate mail URL. The portal administrator adds URLs to this list on the URL Maintenance page. Note. Ensure that the URL selection corresponds to the mail account server.
Mail Account UserID	Enter the email user ID.
Mail Account Password	Enter the email password.
Number of Emails to Display	Specify the number of emails the system should display on the Email pagelet for this mail profile.

UserID	Enter the user ID that corresponds to the account type.
Password	Enter your password. Note. For Lotus Notes users, use the internet password. This password is stored in the Person document in the Lotus Name and Address Book on the Domino server.
Mail Box	Displays if you are using Microsoft Exchange 2003 or 2007. Enter your mailbox name.
Alias	This field displays when the Email Type field value is set to Microsoft Outlook. Enter the same alias value that was defined in the active directory setup for the user. This value is used to define the Outlook Web Access/Exchange Server URL. If this field is left blank, then the mailbox name is used to generate the URL.