PeopleSoft Enterprise Catalog Management for Financials, Enterprise Service Automation and Supply Chain Management 9.1 PeopleBook

Getting Started With PeopleSoft Enterprise Catalog Management

This chapter provides an overview of Oracle's PeopleSoft Enterprise Catalog Management application and discusses:

PeopleSoft Catalog Management business processes.
PeopleSoft Catalog Management integrations.
PeopleSoft Catalog Management implementation.

PeopleSoft Catalog Management Overview

PeopleSoft Catalog Management simplifies catalog content integration, enabling organizations to:

Register and maintain catalog partners.
Import and update partner content.
Define transformation and filtering rules to convert content.
Build and maintain category hierarchies.
Automatically categorize product offerings.
Manage enterprise catalog and partner catalog versions.
Syndicate catalog content.

PeopleSoft Catalog Management Business Processes

The following diagram illustrates the catalog management business process flow.

PeopleSoft Catalog Management business process flow

We discuss these business processes in the business process chapters in this PeopleBook.

PeopleSoft Catalog Management Integrations

PeopleSoft Catalog Management integrates with the PeopleSoft products like Common Partner Registration, Data Transformer and Partner Source File.

PeopleSoft Catalog Management integration flow with other PeopleSoft products

We discuss integration considerations in the implementation chapters of this PeopleBook.

PeopleSoft Catalog Management Implementation

PeopleSoft Catalog Management implementation can be divided into the following activities:

Store attachment files.
Define installation options.
Create categories and category hierarchies.
Create enterprise catalog definitions.
Register partners.

In the planning phase of the implementation, take advantage of all PeopleSoft sources of information, including the installation guides and business process maps.

Storing Attachment Files

PeopleSoft Catalog Management allows you to capture, store, and utilize attributes related to an offering.

Step	Reference
1. Define the URL identifier for the file server where you are storing attachments.	See Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft System and Server Administration

Defining Installation Options

PeopleSoft Catalog Management installation options are entered at the time of implementation:

Step	Reference
1. Define PeopleSoft Catalog Management installation options.	See Defining Installation Options.
2. Define fields for categorization rules.	See Selecting Fields for Categorization Rules.
3. Define default workflow notifications.	See Defining Default Workflow Notifications.

Creating Categories and Category Hierarchies

With PeopleSoft Catalog Management, you can either create categories and category hierarchies, or you can use the United Nations Standard Products and Services Classification Code (UNSPSC).

Step	Reference
1. Create categories.	See Creating Categories.
2. Create category hierarchies.	See Creating Category Hierarchies.
3. Load UNSPSC.	See Loading Hierarchies.

Creating Enterprise Catalog Definitions

The following table describes the steps required to create an enterprise catalog definition of a given type.

Step	Reference
1. Define general catalog information.	See Defining General Catalog Information.
2. Assign enterprise managers and grant privileges.	See Assigning Enterprise Managers and Granting Privileges.
3. Assign partners and grant privileges.	See Assigning Partners and Granting Privileges.
4. Associate category hierarchies.	See Associating Category Hierarchies.
5. Specify workflow options.	See Specifying Workflow Options.

Registering Partners

The catalog administrator can register partners within PeopleSoft Catalog Management. The system automatically approves the registration and updates PeopleSoft Maintain Catalog Partners.

Step	Reference
1. Create Provide Catalog Information and View Catalog Information services within PeopleSoft Maintain Catalog Partners. In order to register partners in PeopleSoft Catalog Management the provide and view catalog information services must be created within the PeopleSoft Maintain Catalog Partners component.	See Creating Enterprise Catalog Definitions.
2. Register partners.	See Registering Catalog Partners.
3. Associate users with registered partners.	See Adding New Partner Information.