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

Setting Up PeopleSoft Catalog Management

This chapter provides an overview of Catalog Management setup and discusses how to:

Store attachment files.
Define installation options.
Define default workflow notifications.
Create categories and category hierarchies.
Register catalog partners.

Storing Attachment Files

This section provides an overview of the attachments and images feature, and discusses how to store attachment files.

Understanding Attachments and Images Feature

The Attachments and Images feature allows you to capture, store, and utilize attributes related to an offering. These attributes can be the visual representation of an offering, the owner's manual in pdf form, or any type of file.

While browsing offerings within either a staged or production version of the catalog, the attachments and images feature allows users to:

Link to the partner's website and view the offering's specifications at the source.
View one or more attachment files that can be of any type, including a picture.

The system allows multiple attachments to be associated to a single offering.

Storing Attachment Files

Access the URL Maintenance page (PeopleTools, Utilities, Administration, URLs).

Use this page to define the URL identifier for the file server where you are storing attachments. Catalog Management uses the URL Identifier named EOCM_ATT_URL.

Note. To launch the attachments from within Catalog Management, this URL identifier must be defined.

To define the Catalog Management URL identifier:

Define and share a common file server folder to store the attachments.

In order to be accessed by the application servers, this folder must be shared.
Access the URL Maintenance page.

Select the URL Identifier named EOCM_ATT_URL.
Enter the URL using the format ftp://userid:password@localhost.
Click Save.

Defining Installation Options

To define installation options, use the Installation Options (EOCM_INSTALLATION) component.

This section discusses how to:

Specify installation parameters.
Select fields for categorization rules.

Pages Used to Define Installation Options

Page Name	Definition Name	Navigation	Usage
Installation Options	EOCM_INSTALL_PAGE	Catalog Management, Define Installation Options	Specify installation parameters.
Procurement Categorization	EOCM_SETCAT_EPRO	Catalog Management, Define Installation Options, Procurement Categorization	Select fields for procurement categorization rules.
Customer Categorization	EOCM_SETCAT_CRM	Catalog Management, Define Installation Options, Customer Categorization	Select fields for customer categorization rules.
Training Categorization	EOCM_SETCAT_ELM	Catalog Management, Define Installation Options, Training Categorization	Select fields for training categorization rules.

Specifying Installation Parameters

Access the Installation Options page (Catalog Management, Define Installation Options, Installation Options).

TableSpace for Catalog Sources

Select where to store the temporary tables associated with the catalog source data.

This is used for all database platforms where tables must be stored in tablespaces.

URL for Attachments

Enter the URL that represents either the File Transfer Protocol (FTP) address or the database table used for storing the catalog source files, which are loaded as attachments.

This URL is required to load source files.

Role for Catalog Partner User

Select the role to assign to partner users entered using the Maintain Catalog Partners component.

Procurement Catalog, Customer Catalog, and Training Catalog

Select the types of catalogs that you use.

The types of catalogs selected here are the only types available when defining a new enterprise catalog.

Last Table Number

Displays the last sequential table number used for creating catalog sources.

Tables are named using EOCM_TMPxxxxxx format.

xxxxxx is replaced with the table number.

Last Map Number

Displays the last sequential map number used for creating catalog maps.

Maps are named using CCM_xxxxxxxxx format.

xxxxxxxxx is replaced with the map number.

Create Table Dynamically

The option chosen to dynamically create tables in Data Transformer also controls the dynamic creation of tables in Catalog Management.

See Also

Defining General Catalog Information

Selecting Fields for Categorization Rules

Access the Procurement Categorization, Customer Categorization or Training Categorization page (Catalog Management, Define Installation Options, Procurement Categorization).

On each page, select the fields to use for matching partner offerings to your offerings. Categorization rules are based on the selected fields.

Defining Default Workflow Notifications

To define default workflow notifications, use the Catalog Notification (EOCM_DEFLT_NOTIFY) component.

This section provides an overview of notification details and discusses how to define default notifications.

Understanding Workflow Notifications

When managing catalogs, workflow notifications can be used to inform partners and managers of status changes and other relevant activities. Using workflow, automatic notifications can be sent to catalog managers when work needs to be reviewed or approved, or when a process, such as categorization or load, has finished. Email notifications can be triggered for these stages:

Loaded.
Categorized.
Offering approved.
Categories approved.
Staged.
Moved to production.
Rolled back.
Syndicated.

Note. A worklist notification is also triggered for the approval process since action is required from the enterprise catalog manager before the approval process is completed.

Pages Used to Define Default Workflow Notifications

Page Name	Definition Name	Navigation	Usage
Define Notification Defaults	EOCM_DEFLT_NOTIFY	Catalog Management, Catalog Management Home Page, Define Notification Defaults	Specify the process stages when users should be notified.

Defining Default Notifications

Access the Define Notification Defaults page (Catalog Management, Catalog Management Home Page, Define Notification Defaults).

Specify the different stages of the process when users should be notified. The notification method is displayed. The stages selected here can be changed for individual catalogs.

See Also

Setting Security Options For Workflow

Specifying Workflow Options

Creating Categories and Category Hierarchies

To create categories and category hierarchies, use the Category (EOCM_CATEGORY), Load Category Hierarchy (EOCM_LOAD_UNSPSC), and Category Hierarchy (EOCM_HIERARCHY) component.

This section provides an overview of categories and category hierarchies and discusses how to:

Create categories.
Create category hierarchies.
Load hierarchies.

Understanding Categories and Category Hierarchies

You use categories to assemble similar offerings into groups. With categories, similar offerings are members of a class, similar classes are members of a more general class, or family, and so on. The relationship among offerings and the relationship of an offering to its class are necessary for effectively searching and finding appropriate products and services.

A hierarchy organizes available offerings into parent and child relationships.

With Catalog Management, you can either create categories and category hierarchies, use the UNSPSC, or use PeopleSoft trees.

The UNSPSC system is an open, global electronic commerce standard that provides a logical framework for classifying products and services. The UNSPSC is a hierarchal classification with five levels. The levels allow users to search products more precisely, because searches are confined to logical categories.

For example, the commodity Pen Refills is part of a larger class of products, Ink and Lead Refills, which in turn is part of a family of products, Office Supplies, which is itself part of a segment of products, Office Equipment, Accessories, and Supplies. Each level of the hierarchy has its own unique number.

Pages Used to Create Categories and Category Hierarchies

Page Name	Definition Name	Navigation	Usage
Maintain Categories	EOCM_CATEGORY	Catalog Management, Categories, Maintain Categories	Create and maintain categories (groupings of offerings) that are used within category hierarchies.
Maintain Category Hierarchies	EOCM_CAT_HIER	Catalog Management, Categories, Maintain Category Hierarchies	Create and maintain hierarchical structures for displaying catalog offerings.
Load Hierarchy	EOCM_LOAD_UNSPSC	Catalog Management, Categories, Load Hierarchy	Load the UNSPSC classification scheme or a PeopleSoft tree into a category hierarchy.

Creating Categories

Access the Maintain Categories page (Catalog Management, Categories, Maintain Categories).

Category Name

Enter a name to describe the group of offerings.

Comments

Enter a more detailed description.

Category Code

(Options) Enter a code for this category.

This field is used when downloading the UNSPSC classification scheme into a category hierarchy.

Creating Category Hierarchies

Access the Maintain Category Hierarchies page (Catalog Management, Categories, Maintain Category Hierarchies).

Create and maintain hierarchical structures to display catalog offerings. Category hierarchies have their own IDs, so they can be used across multiple catalogs.

Category Hierarchy Name	Enter a unique name to describe this hierarchy.
Refresh	Click to refresh the hierarchy tree after returning from the Copy Category page. The hierarchy tree is resorted alphabetically within a branch and reflects all changes.
Add Category	To add an existing category to the hierarchy: Select the parent category in the hierarchy tree Select a category. Click Add. The category appears in the tree as the child of the selected parent category. To add a new category: Select the parent category in the hierarchy tree. Click the Create New Category link to display the Maintain Categories page. Enter the new category ID, name, and comments. Click OK. The new category ID and name appear in the Add Category section. Click Add. The category appears as the child of the selected parent category.
Copy the Selected Category	To copy a category to another location in the hierarchy: Select the category to copy, and click Copy the Selected Category to display the Select Category page. Highlight the category that you want as the parent of the copied category, and click OK. The selected category is copied to its new parent. If children exist, they are also copied.
Remove Category From Hierarchy	Select the category to remove, and click Remove Category From Hierarchy. The category is not removed if: Offerings are present. Children exist. Note. To move a category, first copy the category to the new parent, then remove the original category.

Find Category Feature

The Find Category feature allows you to easily search for a category in any hierarchy. The system will automatically expand the hierarchy from the root to the category being searched. This is useful in cases where there are several levels of categories, or where a category is present in multiple paths.

You can search categories by code or by name. For name searches a partial name can be entered, and a list of all categories that match the search criteria are returned. If a category matching the search criteria is present in multiple paths all paths are returned. Click the category ID of the desired category. The category hierarchy will expand and the selected category will be highlighted in the hierarchy.

Note. By default, the group box is collapsed when you first access the page.

Loading Hierarchies

Access the Load Hierarchy page (Catalog Management, Categories, Load Hierarchy).

Hierarchy Type

Select PS Tree or UNSPSC.

Note. If you choose UNSPSC, you need to download the file from the UNSPSC homepage and save it as a text (tab-delimited) file. If you choose PS Tree the fields in the Select Tree group box become active.

SetID and Tree Name

Select a SetID and Tree Name to choose a PeopleSoft tree. Click the View Tree link to open a new browser window and view the selected tree in Tree Manager's View Tree component.

Category Code

Select a field from the Tree Manager node record, which you want to use to populate the category code field in Catalog Management. If no node record field qualifies as a category code leave this field blank.

Note. The Lookup is dynamically populated based on the tree you select.

Overwrite

Select if the hierarchy already exists and you want to replace it. Deselect for the hierarchy to be assumed unique and added.

Load Hierarchy

Click to run the application engine EOCM_UNSPSC process.

Note. You will be prompted to locate and select the file on the computer. When selected, the navigation path appears. Click the Upload button to process the request.

The process is submitted. Click the Process Monitor link to monitor the status requests. When the process has completed successfully, the categories and hierarchy are available in Catalog Management.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler.

Registering Catalog Partners

To register catalog partners, use the Maintain Catalog Partners (EOTP_QUICKPARTNER) component.

This section provides an overview of catalog partner registration and discusses how to:

Add new partner information.
Add partner address information.

Understanding Catalog Partner Registration

As part of defining a catalog, you specify which partners provide or view catalog content, and you grant specific security authorization to individual partner users. Before you can do this, the partners must be registered and approved in Maintain Catalog Partners.

The basic steps to complete partner registration are:

Create required Catalog Management services.

Services are created automatically within Maintain Catalog Partners if they do not exist for the process and Set ID combinations selected when a partner is created through Catalog Management.
Register the partner.
Approve the registration and notify the partner.

Partners registered using the Maintain Catalog Partners component are automatically approved.
Associate users with the registered partner.

You use the Maintain Catalog Partners component to register partners for Catalog Management. Once the registration is complete, you can manually send the partner an email acknowledging approval, along with the URL, user ID and password required to access the PeopleSoft system. The partner can then add individual users who are responsible for either performing catalog management tasks and activities or just viewing the catalog.

Note. Partners who require registration approval for services outside of Catalog Management must be registered using the Maintain Catalog Partners system.

When defining a new enterprise catalog, privileges are granted to individual partner users for performing specific tasks and activities.

Setting Automatic Daily Partner Cleanup

Pages Used to Maintain Catalog Partners

Page Name	Definition Name	Navigation	Usage
Maintain Catalog Partners - Information	EOTP_CATPARTNER	Catalog Management, Maintain Catalog Partners	Create and maintain catalog partners and partner users, and grant access privileges.
Maintain Catalog Partners - Addresses	EOTP_PRT_ADDR2	Catalog Management, Maintain Catalog Partners, Addresses	Enter a partner's company address and alternate address information. Update a partner's address information, then click the Save button.

Page Name

Definition Name

Navigation

Usage

Maintain Catalog Partners - Information

EOTP_CATPARTNER

Catalog Management, Maintain Catalog Partners

Create and maintain catalog partners and partner users, and grant access privileges.

Maintain Catalog Partners - Addresses

EOTP_PRT_ADDR2

Catalog Management, Maintain Catalog Partners, Addresses

Enter a partner's company address and alternate address information.

Update a partner's address information, then click the Save button.

Adding New Partner Information

Access the Maintain Catalog Partners - Information page (Catalog Management, Maintain Catalog Partners, Information).

Note. To create partner user profiles, the Partner ID user profile type must be enabled.

SETIDS for Catalog Partner

Define the setIDs that each partner can access. You must select at least one setID. If catalog services do not exist in the system for the selected setID, the system automatically creates them and assigns them to the partner as requested.

Provide Catalog Information	Select if any users associated with this setID are responsible for performing catalog management tasks and activities.
View Catalog Information	Select if any users associated with this setID have access to view catalogs only.

Partner Users

Enter information for each individual user associated with the partner. Only setIDs assigned to the partner can be assigned to the partner user.

User ID	Enter a unique ID for the user to access the Catalog Management system
Description	Enter up to a 30-character description, such as the user's name
Operator Password (Encrypted) and Confirm Password	Enter and confirm a password for the user to access Catalog Management.
Partner Administrator	Select if this user is an administrator. Note. Partner administrators have access to this page to add new partner users and revoke or assign catalog services to existing partner users.

SETIDs for Catalog User

Define the setIDs and access privileges for each partner user. All partner users are assigned the role defined with the Define Installation Options component.

If the partner is granted access to only view catalog information, the Provide Catalog Information option is not available on the partner users grid.

Note. The catalog partner role must be defined on the Installation Options page before partner user profiles can be created.

Saving Partner Information

Once saved:

The partner is automatically registered with Partner status.
Services associated with the partner are automatically assigned and approved.
Partner user profile attributes can only be changed through PeopleTools security.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Security.

Adding Partner Address Information

Access the Maintain Catalog Partners - Addresses page (Catalog Management, Maintain Catalog Partners, Addresses).

Note. Address fields shown on the page are specific to the chosen country.

Corporate Address and Alternate Address

Corporate Address is automatically selected when you first open this page. If you select to add a second address, Alternate Address is automatically selected.

Note. Only two addresses can be added for a single partner.

Address fields

Displays the company's address once it has been entered.

TableSpace for Catalog Sources	Select where to store the temporary tables associated with the catalog source data. This is used for all database platforms where tables must be stored in tablespaces.
URL for Attachments	Enter the URL that represents either the File Transfer Protocol (FTP) address or the database table used for storing the catalog source files, which are loaded as attachments. This URL is required to load source files.
Role for Catalog Partner User	Select the role to assign to partner users entered using the Maintain Catalog Partners component.
Procurement Catalog, Customer Catalog, and Training Catalog	Select the types of catalogs that you use. The types of catalogs selected here are the only types available when defining a new enterprise catalog.
Last Table Number	Displays the last sequential table number used for creating catalog sources. Tables are named using EOCM_TMPxxxxxx format. xxxxxx is replaced with the table number.
Last Map Number	Displays the last sequential map number used for creating catalog maps. Maps are named using CCM_xxxxxxxxx format. xxxxxxxxx is replaced with the map number.
Create Table Dynamically	The option chosen to dynamically create tables in Data Transformer also controls the dynamic creation of tables in Catalog Management.

Hierarchy Type	Select PS Tree or UNSPSC. Note. If you choose UNSPSC, you need to download the file from the UNSPSC homepage and save it as a text (tab-delimited) file. If you choose PS Tree the fields in the Select Tree group box become active.
SetID and Tree Name	Select a SetID and Tree Name to choose a PeopleSoft tree. Click the View Tree link to open a new browser window and view the selected tree in Tree Manager's View Tree component.
Category Code	Select a field from the Tree Manager node record, which you want to use to populate the category code field in Catalog Management. If no node record field qualifies as a category code leave this field blank. Note. The Lookup is dynamically populated based on the tree you select.
Overwrite	Select if the hierarchy already exists and you want to replace it. Deselect for the hierarchy to be assumed unique and added.
Load Hierarchy	Click to run the application engine EOCM_UNSPSC process. Note. You will be prompted to locate and select the file on the computer. When selected, the navigation path appears. Click the Upload button to process the request. The process is submitted. Click the Process Monitor link to monitor the status requests. When the process has completed successfully, the categories and hierarchy are available in Catalog Management.