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

Creating Enterprise Catalog Definitions

This chapter discusses how to create new enterprise catalogs.

Note. This activity is performed by the enterprise catalog administrator.

Defining New Enterprise Catalogs

To define enterprise catalogs, use the Maintain Catalogs (EOCM_CATALOG) component.

This section defines the common elements and discusses how to:

Define general catalog information.
Assign enterprise managers and grant privileges.
Assign partners and grant privileges.
Associate category hierarchies.
Specify workflow options.

Common Elements Used in This Chapter

Categorize	Select to grant privileges to categorize partner offerings and review results.
Define Map	Select to grant privileges to map partner source attributes to the enterprise catalog's attributes.
Load Data	Select to grant privileges to transform source data to the enterprise catalog format.
Notify	Select to receive workflow notifications based on the workflow options set for this catalog and the user's privileges.
Stage	Select to grant privileges to move a partner's input to staging. Staging indicates that a partner's input to the catalog is ready for inclusion in the enterprise catalog.

See Also

Categorizing Offering Data

Defining Catalog Maps

Transforming and Loading Data

Staging Partner Offerings

Pages Used to Define New Enterprise Catalogs

Page Name	Definition Name	Navigation	Usage
General	EOCM_CATALOG_MAIN	Catalog Management, Catalog Management Home Page, Maintain Catalogs, General Catalog Management, Catalogs, Maintain Catalogs, General	Enter general catalog information, including name and catalog type.
Enterprise Managers	EOCM_CATALOG_MAN	Catalog Management, Catalog Management Home Page, Maintain Catalogs, General, Enterprise Managers Catalog Management, Catalogs, Maintain Catalogs, General, Enterprise Managers	Assign enterprise managers and grant privileges.
Partners	EOCM_CATALOG_TP2	Catalog Management, Catalog Management Home Page, Maintain Catalogs, General, Partners Catalog Management, Catalogs, Maintain Catalogs, General, Partners	Assign partners and grant privileges.
Categories	EOCM_CATALOG_CAT	Catalog Management, Catalog Management Home Page, Maintain Catalogs, General, Categories Catalog Management, Catalogs, Maintain Catalogs, General, Categories	Associate category hierarchies.
Workflow Options	EOCM_CATALOG_WORKF	Catalog Management, Catalog Management Home Page, Maintain Catalogs, General, Workflow Options Catalog Management, Catalogs, Maintain Catalogs, General, Workflow Options	Specify the Catalog Management process stages to notify enterprise managers and partners.

Defining General Catalog Information

Access the Maintain Catalogs - General page (Catalog Management, Catalogs, Maintain Catalogs, General).

Catalog Type

Select from Training, Procurement, or Customer.

Note. The catalog types listed are based on selected installation options.

Catalog Version

Displays the latest working catalog version.

Note. For a new enterprise catalog, the version is 1. When the catalog is successfully moved to production, the version number for the working catalog is incremented by one.

See Also

Defining Installation Options

Assigning Enterprise Managers and Granting Privileges

Access the Maintain Catalogs - Enterprise Managers page (Catalog Management, Catalogs, Maintain Catalogs, Enterprise Managers).

User ID

Select the enterprise managers assigned to this catalog.

All

Select to grant privileges for all activities. Deselect the box to select activities individually.

Note. When All is selected, the system automatically selects all activities except Notify. Select Notify manually if the enterprise manager wants to be notified at the completion of certain processes for which he or she has authorization.

Syndicate

Select to grant privileges to syndicate the production catalog.

Syndication is the distribution of the approved production catalog to partners.

Production/Rollback

Select to grant privileges to move the staged version of the enterprise catalog to production, or to roll back a production version of the enterprise catalog to a previous version.

Manual Update

Select to grant privileges to manually enter and change data about partner offerings and enterprise catalog data.

Approve

Select to grant privileges to approve or reject proposed categories and catalog offerings that result from the Categorize Partner Offerings process. A worklist is automatically created for this user.

Note. All enterprise catalog managers are automatically granted browsing privileges to the enterprise catalog and all partner catalogs, both in staged and production status.

Users must also be assigned with the appropriate roles using PeopleTools Security or the they will not have access, despite the selections made here.

See Also

Defining Roles

Syndicating Catalogs

Moving Catalogs to Production

Maintaining Enterprise Catalog and Partner Offerings

Approving Categorization Results

Assigning Partners and Granting Privileges

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

Partner ID

Select the partners assigned to this catalog who will be providing catalog content, viewing catalog content, or both.

Note. You can only select partners that are registered and have approval for either Provide Catalog Information or View Catalog Information Catalog Management service processes.

Status

Displays the current status of the selected partner, Active or Inactive.

Partners become active when they have registered and have been approved for at least one Catalog Management service process. Their status becomes inactive if they terminate their registration using Maintain Catalog Partners.

User ID

Select partner users.

Note. You can only select users that are associated with the selected partner in the Common Registration component.

Manual Update

Select to grant privileges to manually enter and change data about partner offerings.

Browse Stage and Browse Production

For staging and production catalogs, select to grant privileges to:

Browse the enterprise catalog by offering.

Browse the enterprise catalog by hierarchy.

Note. If a partner is granted privileges to browse enterprise catalogs, data supplied by all partners is accessible. Privileges to browse at the partner catalog level are automatically granted.

See Also

Registering Catalog Partners

Maintaining Partner Data

Browsing Staged Offerings

Browsing Production Offerings

Associating Category Hierarchies

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

Category Hierarchy ID

Select category hierarchies for this catalog.

View

Click to view the selected hierarchy in a new browser window.

Specifying Workflow Options

Access the Maintain Catalogs - Workflow Options page (Catalog Management, Catalogs, Maintain Catalogs, Workflow Options).

Notification

Select the stages of the process to notify users. The method of notification is displayed for each stage that you select. Default notification choices are already selected.

See Also

Defining Default Workflow Notifications

User ID	Select the enterprise managers assigned to this catalog.
All	Select to grant privileges for all activities. Deselect the box to select activities individually. Note. When All is selected, the system automatically selects all activities except Notify. Select Notify manually if the enterprise manager wants to be notified at the completion of certain processes for which he or she has authorization.
Syndicate	Select to grant privileges to syndicate the production catalog. Syndication is the distribution of the approved production catalog to partners.
Production/Rollback	Select to grant privileges to move the staged version of the enterprise catalog to production, or to roll back a production version of the enterprise catalog to a previous version.
Manual Update	Select to grant privileges to manually enter and change data about partner offerings and enterprise catalog data.
Approve	Select to grant privileges to approve or reject proposed categories and catalog offerings that result from the Categorize Partner Offerings process. A worklist is automatically created for this user.

Partner ID	Select the partners assigned to this catalog who will be providing catalog content, viewing catalog content, or both. Note. You can only select partners that are registered and have approval for either Provide Catalog Information or View Catalog Information Catalog Management service processes.
Status	Displays the current status of the selected partner, Active or Inactive. Partners become active when they have registered and have been approved for at least one Catalog Management service process. Their status becomes inactive if they terminate their registration using Maintain Catalog Partners.
User ID	Select partner users. Note. You can only select users that are associated with the selected partner in the Common Registration component.
Manual Update	Select to grant privileges to manually enter and change data about partner offerings.
Browse Stage and Browse Production	For staging and production catalogs, select to grant privileges to: Browse the enterprise catalog by offering. Browse the enterprise catalog by hierarchy.

Category Hierarchy ID	Select category hierarchies for this catalog.
View	Click to view the selected hierarchy in a new browser window.