Setting Up PeopleSoft Enterprise Service Automation (ESA) Portal Pack

This chapter discusses:

• Prerequisites for the PeopleSoft ESA Portal Pack.

• Using roles and permission lists.

Prerequisites for the PeopleSoft ESA Portal Pack

Before you can view and use the pagelets in the PeopleSoft ESA Portal Pack, you must complete these steps:

1. Install the Financials database.

2. Install the enabling ESA applications.

   To find a pagelet's enabling application, refer to the table in the section titled Using Roles and Permission Lists for the PeopleSoft Enterprise Service Automation Portal Pack.

   See Using Roles and Permission Lists for the PeopleSoft ESA Portal Pack.

3. Use PeopleTools security to assign pagelet permission lists to the roles that need access to each PeopleSoft ESA Portal Pack pagelet.

   The section titled Using Roles and Permission Lists for the PeopleSoft ESA Portal Pack identifies the permission lists that are authorized to use each PeopleSoft ESA Portal Pack pagelet.

4. Specify the PeopleSoft ESA Portal Pack pagelet default values at the administrator level so that users can access most of the PeopleSoft ESA Portal Pack pagelets without the need to personalize each one.

   The system applies these values to retrieve transactional information that appears on the pagelet. To establish system default values at the administrator level, navigate to Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults. Users can override the default values at an individual level.

5. (Optional) To reflect unique personal preferences, users can personalize the settings for each pagelet on a corresponding personalization page.

   To open a personalization page, click the Customize (pencil) icon in the upper right corner of the pagelet.

6. (Optional) If you use PeopleSoft Expenses, schedule the Expenses Pagelet Processing Application Engine process (EX_PAGELET).

   This process converts expense data to various currencies so that the Total Expense Costs Operational Threshold Alert (OTA) and Transactions in Progress pagelets can provide data in a currency that is meaningful to each user and render data more rapidly. This process is scheduled by navigating to the ESA Portal Pack Pagelet Default Administration page at Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults. Select Total Expense Costs in the Operational Threshold Alerts group box, select Go to Expenses Pagelet Processing, and launch a recurring process from the Expenses Pagelet Processing page.

7. (Optional) If you use the Services Forecasting feature of PeopleSoft Program Management, define the rules for calculating resource capacity and utilization for each human resource business unit.

   The utilization calculations for a business unit only include resources that are associated with job codes that are specified in the utilization definition for the business unit.

   See Using Pagelets Enabled by PeopleSoft Program Management.

8. (Optional) If you use the Services Forecasting feature of PeopleSoft Program Management, schedule the Utilization and Capacity Application Engine process (RS_AGG_ENG) to create resource utilization and capacity data.

   This process creates resource utilization and capacity data for the Forecast Utilization OTA and Actual to Forecast Utilization OTA.

   See Updating Resource Utilization Data.

9. (Optional) If you implement PeopleSoft Resource Management and use the Resources Needing Assignments pagelet, each user must set up options in the My Workbench Options component (RS_MYWKBNCH_OPT) in PeopleSoft Resource Management.

   See Specifying Staffing Workbench and Resource Utilization Options.

   There are no PeopleSoft ESA Portal Pack system defaults available for this pagelet. Therefore, each user must performone of these activities:

   • Navigate to Resource Management, Define User Options, My Workbench Options and specify the appropriate parameters.

   • Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet to access the My Workbench Options component and specify the appropriate parameters.

10. (Optional) If you use PeopleSoft Project Costing, schedule the Transaction In Progress Summary Application Engine process (PC_PETIP_SUM).

    This process stores information for the Payables In Progress, Purchasing In Progress, Inventory In Progress, Expenses Time In Progress, and Expenses In Progress pagelets to staging tables so that the data renders more rapidly. To schedule this process, navigate to Project Costing, Utilities, Transaction In Progress Summary and select a frequency that is appropriate for your users to have refreshed information.

See Also

PeopleTools PeopleBook: PeopleTools Portal Technology

PeopleTools PeopleBook: Using PeopleSoft Applications

PeopleTools PeopleBook: PeopleSoft Process Scheduler

Using Roles and Permission Lists for the PeopleSoft ESA Portal Pack

The PeopleSoft ESA Portal Pack delivers sample roles and permission lists in the Financials database that you can use as an example to configure your security.

When you install a portal pack, pagelets are available for authorized users from the Financials database application homepage. Pagelets are assigned to specific permission lists instead of to specific roles. Therefore, when you log in, the system matches your role (that is associated with your user ID) to the appropriate permission lists to display authorized pagelets.

This table lists the enabling ESA applications and their associated pagelets and sample permission lists:

To add pagelets to your PeopleSoft homepage, click the Personalize Content link on your homepage to access a list of pagelets to which you have access, and select one or more pagelets.

To personalize the pagelet layout on your PeopleSoft homepage, click the Layout link on the homepage.