PeopleSoft Enterprise HRMS 9.1 Application Fundamentals PeopleBook

Administering the HRMS System

This chapter discusses how to:

Analyze portal navigation.
Restrict the deletion of IDs.
Refresh and audit Human Resources data.

Analyzing Portal Navigation

To analyze portal navigation, use the Portal Analysis component (RUNCTL_PORTAL).

This section discusses how to analyze HRMS portal navigation.

Page Used to Analyze Portal Navigation

Page Name	Definition Name	Navigation	Usage
Portal Analysis	RUNCTL_PORTAL	Set Up HRMS, System Administration, Utilities, Portal Analysis, Portal Analysis	Analyze the portal navigation structure for users, roles or permission lists.

Analyzing Portal Navigation

Access the Portal Analysis page (Set Up HRMS, System Administration, Utilities, Portal Analysis, Portal Analysis).

File Name

Enter the name of the file you want the process to create and populate with the portal analysis. The process will distribute the file to the reporting repository.

Portal Name

Enter the name of the portal you want to analyze.

Content Provider Name

Select HRMS in the Content Provider Namefield to analyze HRMS portal navigation.

Process Result

Select the processing result from the following options:

Portal/Menu Path

The result creates a straight list of the portal and menu paths. This result does not use the other values on the page so the system hides them when you select this option.

Portal Navigation Hardcopy

This result gives you more options and can create a more hierarchical view of the navigation.

Portal Object Name

Select the portal object name.

Display Levels

Enter the number of portal levels to print. Leave empty to print all the levels.

Show Object Names

Select to display the object names of the CREFs or folders.

If you leave this check box deselected, the process will just display the labels.

Show Menu.Component.Market

Select to display the CREFs menu, component, and market information.

Suppress Hidden Objects

Select to keep the process from including hidden objects.

If you leave this check box deselected, the system identifies hidden objects with the following text preceding the object name: *hidden*.

Apply Security Based On

Select to analyze the portal navigation for the security access assigned to a UserId, Role, or Permission List. Select the userID, role, or permission list to use.

Restricting the Deletion of IDs

To restrict the deletion of IDs, use the ID Delete Control component (ID_DEL_PRVNT_TABLE).

This section provides an overview of setting up ID delete control and discusses how to prevent the deletion of IDs from critical records.

Understanding ID Delete Control

The ID Delete Control feature enables you to define priority data records to prevent users from deleting IDs with data on which others at your organization might rely. With priority data in place, the system will not permit users to delete an ID for which that data exists. A system administrator, or other user with proper security, can review the key data and then, if required, delete the ID.

The PeopleSoft system delivers predefined ID delete control priority tables and fields for individual and organization IDs. Corresponding messages are preset to appear when you try to delete an ID with data in any of the associated control records and fields.

Note. You should not modify the predefined ID delete controls. You can, however, define additional priority data by adding other records and fields to control the deletion of IDs.

Page Used to Restrict the Deletion of IDs

Page Name	Definition Name	Navigation	Usage
ID Delete Control	ID_DEL_PRVNT_TABLE	Set Up HRMS, System Administration, Database Processes, ID Delete Control, ID Delete Control	Enter records from which an ID should not be removed during an ID deletion or change. This ensures that the information is stored for historical purposes.

Preventing the Deletion of IDs from Critical Records

Access the ID Delete Control page (Set Up HRMS, System Administration, Database Processes, ID Delete Control, ID Delete Control.

The ID on each of the following control records and the associated messages are delivered predefined as priority data for HRMS:

GP_PYE_PRC_STAT
PAY_LINE

Note. The ACOUNT_SF, RECRUITERS, RELATIONSHIPS, STDNT_CAREER, and STUDENT_AID priority data are used in Campus Solutions.

You should not delete any of the rows of predefined control records. Keep these as your base ID delete control records for individual IDs and define additional priority data as necessary.

To define an additional control record, or to add an additional field from the same record, click the Plus button at the level where you want to add it. The system enters a new row and renumbers the sequence of control records. Select the record name, field name, and message data. The new row is not added until you click Save.

Record (Table) Name

Displays the name of the record that contains the priority data field.

Field Name

Displays the name of the field that, when data exists in it, prevents the deletion of the ID.

Message Set Number

Enter the set number of the message to display when data exists in the priority data field.

Message Number

Enter the number of the message to display when data exists in the priority data field.

Warning! If you need to create user-configurable messages, create them in Message Sets 20,000-29,000 to prevent the system from overwriting them.

Note. The short description for many message numbers is the same. Review the detailed description associated which each message number in the PeopleTools Message Catalog to determine which message number displays the desired message regarding the specific field.

Refreshing and Auditing Human Resources Data

To refresh and audit Human Resources data, use the Refresh EMPLOYEES Table component (RUN_PER099), PERSONAL_DATA Settings component (PERSON_DT_SETUP), Refresh Personal Data component (RUN_PERS_REFRESH), Update Personal Data-Future component (RUN_PERSDATA_FUT), Refresh Name Display Values component (NAME_DISPLAY_RC), and the Core HR Data Integrity Audit component (RUN_PER900).

This section discusses how to:

Select refresh options for the Personal Data component.
Refresh name display values.
Audit Human Resources data for integrity.

Pages Used to Refresh and Audit Human Resources Data

Page Name	Definition Name	Navigation	Usage
Refresh EMPLOYEES Table	RUNCTL_ASOF_DATE	Set Up HRMS, System Administration, Database Processes, Refresh EMPLOYEES Table, Refresh EMPLOYEES Table	Refresh the PS_EMPLOYEES snapshot table as of the selected date.
PERSONAL_DATA Settings	PERSON_DT_SETUP	Set Up HMRS, System Administration, Database Processes, PERSONAL_DATA Settings, PERSONAL_DATA Settings	Select the data that you want to include in the refresh snapshot of the Personal Data component (PERSONAL_DATA). The fewer options you select, the faster the system can refresh the table. You must make these selections when you install HRMS. PeopleSoft only uses EmplID and Name data. Select the options you need to meet your ad hoc reporting and query needs.
Refresh Personal Data	PRCSRUNCNTL	Set Up HMRS, System Administration, Database Processes, Refresh Personal Data, Refresh Personal Data	Refresh the Personal Data component. The Refresh Personal Data component (PERS_REFRESH) loads the data types that you selected on the PERSONAL_DATA Settings page. Note. This process should only be run when the PERSONAL_DATA settings are changed. This program will lock the PERSONAL_DATA table for updates during processing.
Update Personal Data-Future	PRCSRUNCNTL	Set Up HMRS, System Administration, Database Processes, Update Personal Data-Future, Update Personal Data-Future	Run this process shortly after midnight to update the Personal Data component. The process will update data with future dated information that has become current. The Update Personal Data-Future process runs the HR_PERSDATA application engine program.
Refresh Name Display Values	NAME_DISPLAY_RC	Set Up HRMS, System Administration, Database Processes, Refresh Name Display Values, Refresh Name Display Values	Refresh all records with the NAME_DISPLAY and NAME_FORMAL fields to reflect changes made to the PeopleCode definition of those fields. You can choose to update records with all name format types or just with one name format type.
HR Core Data Integrity Audit	HRAUDIT	Set Up HRMS, System Administration, Database Processes, Core HR Data Integrity Audit, HR Core Data Integrity Audit	Initiate the Core Human Resources Data Integrity Audit.

Selecting Refresh Options for the Personal Data Component

Access the PERSONAL_DATA Settings page (Set Up HMRS, System Administration, Database Processes, PERSONAL_DATA Settings, PERSONAL_DATA Settings).

Address Type

Select which address type to refresh.

Other Address Type

Select a secondary address type to refresh.

Include Installed Countries

Select to include the information in the country-specific group boxes for those countries that you've installed on the Installation Table - Country Specific page.

Include Primary Phone Data

Select to include the information in the PERSONAL_PHONE record.

Include Smoker Data

Select to include the information in the PERS_SMOKER record.

Include Campus Solutions Data

Select to include the information in the PERSON_SA record.

Include US Federal Data

Select to include the information in the PERS_DATA_USF record.

Refreshing Name Display Values

Access the Refresh Name Display Values page (Set Up HRMS, System Administration, Database Processes, Refresh Name Display Values, Refresh Name Display Values).

Select which records whose name fields format you want to update.

Auditing Human Resources Data for Integrity

Access the HR Core Data Integrity Audit page (Set Up HRMS, System Administration, Database Processes, Core HR Data Integrity Audit, HR Core Data Integrity Audit).

Select the HR tables you want to audit for integrity.

Using the Tables Accessed and Updated Report

This section describes the Tables Accessed and Updated report.

Understanding the Tables Accessed and Updated Reporting Utility

The Tables Accessed and Updated report:

Analyzes the following PeopleSoft applications:
- SQR reports.
- COBOL programs.
- Application Engine programs.
- PS Query views.
Reports the record names referenced by the SQL statements within the applications.
Reports the way in which those records were accessed (for example, Select, Update, or Delete.)

Use this information to:

Understand a program's functionality and how it manages your data.
Assess the impact of proposed customizations.
Determine the underlying database privileges require to execute a program.
Identify every batch process that uses or alters a specific record.

Troubleshooting the Tables Accessed and Updated Report

Because of the flexibility of the programming environments and the rich set of meta-SQL available in PeopleTools, the table list created by the Tables Accessed and Updated report may sometimes be incomplete. The list will be incomplete when:

The SQR allows the use of dynamic substitution tables.

Since the Tables Accessed and Updated report can't know the full set of tables that might be substituted, it reports the condition when it encounters this kind of SQR.
The SQR incorporates the construction of SQL clauses within string variables that can then be used in SQL statements and resolved by the SQR at runtime.

The Tables Accessed and Updated report can't detect this style of coding, however there aren't many table references found within these kinds of clauses.
The SQR references libraries through syntax that includes (#INCLUDE) SQC files.

If an included module is a very generic library with a large number of general-purpose routines in it, the analysis may overstate the number of tables referenced.
The COBOL programs reference libraries through syntax that calls (CALL ... USING) routines in other modules.

If the module called is a very generic library with a large number of general-purpose routines in it, the analysis may overstate the number of tables referenced.
The Application Engine program contains the meta-SQL phrase %Execute() with platform-specific procedural logic (such as Microsoft SQL Server "Transact-SQL" or Oracle "SQL-Plus").

The Tables Accessed and Updated report reports such usage as unanalyzed.
The Application Engine program uses a PeopleCode step.

The Tables Accessed and Updated reports any use of PeopleCode as unanalyzed, whether or not it contains SQL statements.
The Application Engine program contains forms of meta-SQL that contains dynamic object references.

Since the Tables Accessed and Updated report can't know the full set of tables that might be substituted, it reports the condition when it encounters this kind of meta-SQL.

Page Used to Run the Table Access and Updated Report

Page Name	Definition Name	Navigation	Usage
Tables Accessed and Updated	TAU_RUN_CONTROL	Set Up HRMS, System Administration, Utilities, Tables Accessed and Updated, Tables Accessed and Updated	Use the Table Access Utility page to run the Tables Accessed and Updated report.

Running the Tables Accessed and Updated Report

Access the Tables Accessed and Updated page (Set Up HRMS, System Administration, Utilities, Tables Accessed and Updated, Tables Accessed and Updated).

Application Type

Select the type of application to analyze in the report. The options are:

AppEngine Programs

SQR Reports

COBOL programs

Queries

Product

To restrict the analysis to applications in on product, select it here.

Application Name

Enter part or all of the name of the application or applications you want to analyze. Enter a ? to report on all applications in the product.

Note. Depending on the application type, there could be over a thousand applications in a product.

You can run the report using just the information you enter here or you can use this value as search criteria to create a list of applications using the Available Applications and Selected Applications group boxes.

For example, when you select SQR Reports, Human Resources, and enter R in the Application Name field and run the utility, the report will analyze the REG001FR, REG002FR, and REG003FR reports. To refine the search, click the Refresh Available Applications button and select which of the three reports to analyze and add them to the Selected Applications list.

Refresh Available Applications and Available Applications

Click Refresh Available Applications to populate the Available Applications group box with applications that match the search criteria you entered in the Application Name field. Select the applications you want to analyze.

Note. A small number of applications are not associated with normal run control pages (for example, one-time conversion routines or system setup utilities used during installation) and the system will not display them in the Available Applications list. You can enter these applications in the Selected Applications list using the insert button and entering the application's name.

<<Add<<

Click to add the applications you selected in the Available Applications list to the Selected Applications list.

Once you've added items to the Selected Applications list, you can enter new search criteria in the Application Name field and refresh the Available Applications list.

Clear Selected Applications and Selected Applications

The report will analyze all the applications included in the Selected Applications list. You can add or remove applications using the insert and delete icons.

Click the Clear Selected Applications button to deselect the list of applications you've selected for analysis.

Include PeopleTools Tables

Select to include PeopleTools tables in your analysis. PeopleTools tables define all PeopleSoft objects and manage system behavior, and include this such as related language control, currency conversions, and Process Scheduler activity.

Location of Source Code

If you are analyzing COBOL programs, enter the path to the COBOL source code's location on the server.

Note. The system only makes this field available when you select to analyze a COBOL program.

Location of Tools programs

If you are analyzing SQR programs and are excluding PeopleTools tables, enter the path to the PeopleTools SQR components' location on the server.

Note. The system only makes this field available when you select to analyze SQR reports.

Testing Component Interfaces Using the Invoke Core CIs Utility

This section describes how to test component interfaces.

Pages Used to Test Component Interfaces Using the Invoke Core CIs Utility

Page Name	Definition Name	Navigation	Usage
Invoke Core CIs	RUNCTL_CCI	Set Up HRMS, System Administration, Utilities, Invoke Core CIs, Invoke Core CIs	Use this page to launch a component interface with sample data to test if it executes in the manner in which you want it to.
Error Log	RUNCTL_CCI2	Set Up HRMS, System Administration, Utilities, Invoke Core CIs, Error Log	After invoking a component interface, use this page to review any errors.

Testing Component Interfaces

Access the Invoke Core CIs page (Set Up HRMS, System Administration, Utilities, Invoke Core CIs, Invoke Core CIs).

Component Interface Access

Name	Select the name of the component interface you want to test.
Mode	Select one of the following access modes: Create: Select to create a new row of data in the component with the key values that you enter in the Component Interface Access Keys grid. Find: Select to find a list of data rows that match the search criteria you enter in the Component Interface Access Keys grid. Get: Select to find a single row of data that match the search criteria you enter in the Component Interface Access Keys grid.
Write Log File	Select to create a log file of the component interface test.
Invoke CI	When you've entered all of the necessary information, click to invoke the CI and test it using the information entered on this page.
Sort Order, KeyProperty, and Value	The component interface's key properties are the search keys of the underlying component's search record. Select with key fields to use in the search in the KeyProperty field and enter the value of the field to use in the search in the Value field. If you are searching by more than one key field, indicate the order in which the system should sort the results. If you are testing the CI using the Create action mode, use all the key properties.

Actions to be Performed

Sequence Number	Indicate the order in which the system should execute this action using the component interface.
Action	Select the action to invoke using the CI: Delete: Select to delete data rows that match the values you enter in this group box. Get: Select to retrieve data rows that match the values you enter in this group box. Insert: Select to insert a new data row with the values you enter in this group box. For example, if the current row is dated November 12, 2005 and you want to enter a row effective January 1, 2004 while still maintaining the November row as the current row, select this option. Invoke Method: Select to execute the method for the CI. A method, for instance, can execute PeopleCode. For example, in Salary Planning, the calculation of the salary increase of each employee can be executed on-line or using a batch program. The batch program will execute the method CI_SALARY_PLAN_GRP.Methods.SalPlanGrp. Update: Inserts a new, effective dated row in effective-dated components or updates the data in components that are not effective dated. Update no Insert: Select to update the existing row of data.
Carry Forward	Select this option to update any rows in the component that are more current than the row you are inserting using the CI.
Parent Collection Name	Select the collection (which corresponds to a record) in which you want to update data.
Sort Order, KeyProperty, and Value	(Collection Keys) Select the key field or fields for the scroll and enter the value of the row upon which you want to execute the action.
Sort Order, Property, and Value	(Property/Values Pairs) Select the fields in the collection and the field values that you want to use in the action.

File Name	Enter the name of the file you want the process to create and populate with the portal analysis. The process will distribute the file to the reporting repository.
Portal Name	Enter the name of the portal you want to analyze.
Content Provider Name	Select HRMS in the Content Provider Namefield to analyze HRMS portal navigation.
Process Result	Select the processing result from the following options: Portal/Menu Path The result creates a straight list of the portal and menu paths. This result does not use the other values on the page so the system hides them when you select this option. Portal Navigation Hardcopy This result gives you more options and can create a more hierarchical view of the navigation.
Portal Object Name	Select the portal object name.
Display Levels	Enter the number of portal levels to print. Leave empty to print all the levels.
Show Object Names	Select to display the object names of the CREFs or folders. If you leave this check box deselected, the process will just display the labels.
Show Menu.Component.Market	Select to display the CREFs menu, component, and market information.
Suppress Hidden Objects	Select to keep the process from including hidden objects. If you leave this check box deselected, the system identifies hidden objects with the following text preceding the object name: hidden.

Address Type	Select which address type to refresh.
Other Address Type	Select a secondary address type to refresh.
Include Installed Countries	Select to include the information in the country-specific group boxes for those countries that you've installed on the Installation Table - Country Specific page.
Include Primary Phone Data	Select to include the information in the PERSONAL_PHONE record.
Include Smoker Data	Select to include the information in the PERS_SMOKER record.
Include Campus Solutions Data	Select to include the information in the PERSON_SA record.
Include US Federal Data	Select to include the information in the PERS_DATA_USF record.

Application Type	Select the type of application to analyze in the report. The options are: AppEngine Programs SQR Reports COBOL programs Queries
Product	To restrict the analysis to applications in on product, select it here.
Application Name	Enter part or all of the name of the application or applications you want to analyze. Enter a ? to report on all applications in the product. Note. Depending on the application type, there could be over a thousand applications in a product. You can run the report using just the information you enter here or you can use this value as search criteria to create a list of applications using the Available Applications and Selected Applications group boxes. For example, when you select SQR Reports, Human Resources, and enter R in the Application Name field and run the utility, the report will analyze the REG001FR, REG002FR, and REG003FR reports. To refine the search, click the Refresh Available Applications button and select which of the three reports to analyze and add them to the Selected Applications list.
Refresh Available Applications and Available Applications	Click Refresh Available Applications to populate the Available Applications group box with applications that match the search criteria you entered in the Application Name field. Select the applications you want to analyze. Note. A small number of applications are not associated with normal run control pages (for example, one-time conversion routines or system setup utilities used during installation) and the system will not display them in the Available Applications list. You can enter these applications in the Selected Applications list using the insert button and entering the application's name.
<<Add<<	Click to add the applications you selected in the Available Applications list to the Selected Applications list. Once you've added items to the Selected Applications list, you can enter new search criteria in the Application Name field and refresh the Available Applications list.
Clear Selected Applications and Selected Applications	The report will analyze all the applications included in the Selected Applications list. You can add or remove applications using the insert and delete icons. Click the Clear Selected Applications button to deselect the list of applications you've selected for analysis.
Include PeopleTools Tables	Select to include PeopleTools tables in your analysis. PeopleTools tables define all PeopleSoft objects and manage system behavior, and include this such as related language control, currency conversions, and Process Scheduler activity.
Location of Source Code	If you are analyzing COBOL programs, enter the path to the COBOL source code's location on the server. Note. The system only makes this field available when you select to analyze a COBOL program.
Location of Tools programs	If you are analyzing SQR programs and are excluding PeopleTools tables, enter the path to the PeopleTools SQR components' location on the server. Note. The system only makes this field available when you select to analyze SQR reports.