This chapter discusses how to:
Analyze portal navigation.
Restrict the deletion of IDs.
Refresh and audit Human Resources data.
To analyze portal navigation, use the Portal Analysis component (RUNCTL_PORTAL).
This section discusses how to analyze HRMS portal navigation.
Page Name |
Definition Name |
Navigation |
Usage |
RUNCTL_PORTAL |
Set Up HRMS, System Administration, Utilities, Portal Analysis, Portal Analysis |
Analyze the portal navigation structure for users, roles or permission lists. |
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 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.
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.
See Also
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 Name |
Definition Name |
Navigation |
Usage |
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. |
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. |
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.
See Also
Refreshing Tables to Facilitate Reporting
Page Name |
Definition Name |
Navigation |
Usage |
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. |
|
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. |
|
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. |
|
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. |
|
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. |
|
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. |
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. |
See Also
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.
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.
This section describes the Tables Accessed and Updated report.
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 Name |
Definition Name |
Navigation |
Usage |
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. |
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:
|
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. |
This section describes how to test component interfaces.
Page Name |
Definition Name |
Navigation |
Usage |
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. |
|
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. |
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:
|
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:
|
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. |