Configuring PeopleSoft Mobile Applications

1. PeopleTools 8.52 is the minimum requirement for PeopleSoft Mobile Applications.

2. PeopleSoft Mobile Applications have been tested for the following mobile devices:

   • Android Phone (Samsung Galaxy SIII)

   • Apple iPhone 4 & 4S (iOS 5.1)

   • Apple iPad 2 and iPad 3 (iOS 5.1)

   • Google Nexus Tablet (Android Jelly Bean)

   • Samsung Galaxy Tablet 10.1 (Android Honeycomb)

3. PeopleSoft supports the Google Chrome browser (version 21 or above) for PeopleSoft Mobile Applications:

   Note: For Android phone and tablet devices, it is recommended that you use the latest Google Chrome browser instead of the default device browser.

4. For Mobile Approvals, you should have enabled and configured the PeopleSoft applications for Approval Framework. See related links in Mobile Approval Options Page

PeopleSoft delivers two Permission Lists for granting access to users as follows:

Both delivered permission lists grant user access to the iScript functions in the WEBLIB_FIN_MBL record in order to access the application. Be sure to assign these permission lists to roles according to your organization’s requirements for administrator and user access.

Use the Roles - Permission Lists page to assign the delivered permission lists to the appropriate role name (PeopleTools, Security, Permissions & Roles, Roles, Permission Lists).

For example, the EOAW2000 permission list is assigned to the ADMINISTRATOR role name, which is associated with the user ID VP1 on the User Profiles - Roles page (PeopleTools, Security, User Profiles, User Profiles, Roles). If the ADMINISTRATOR role name is assigned to User ID VP1 in this example, the User ID VP1 is able to access the Mobile Approval Options page as well as the Mobile Approvals application pages.

You can create a custom login page for your mobile applications by using the following instructions.

To configure your custom login page

1. Launch the PeopleSoft Pure Internet Architecture (PIA) setup to install a separate PIA for Mobile Applications (recall the site name and web profile that you specified during the setup to use in the steps that follow).

2. Locate the Mobile Expenses Setup.zip file under the../ MIN_SETUP folder (as instructed in the Manual Instruction Document that is part of Bundle #23). Unzip the file (files found in the Custom Login folder).

3. Open styles_fmode.css in any text editor and replace ps with the site name according to your PIA setup and web server setup. Body {background-image: url(/ps/images/Mobile/LoginBackgroundImage.jpg); background-repeat:no-repeat; -moz-background-repeat:no-repeat; background-size:100% 100%; -moz-background-size:100% 100%;}

4. Copy styles_fmode.css to ..\PORTAL.war\<your site name>\. (You can modify this file to suite your needs).

5. Copy the following files to ..\PORTAL.war\WEB-INF\psftdocs\<your site name>\. (You can modify these files to suit your needs).

   • signin_fmode.html

   • expire_fmode.html

   • exception_fmode.html

6. Create a Mobile subfolder (case sensitive) under ..\PORTAL.war\<your site name>\images\.

7. Copy the image files (CompanyLogo.gif and LoginBackgroundImage.jpg to the folder you just created: ..\PORTAL.war\<your site name>\images\Mobile\. Note that the folder and file names are case sensitive.

   Once you perform these steps, your custom login page should look as presented here:

   Image: Mobile Applications Login page

   Mobile Applications Login page

   

   You can overwrite these image files with your own company logo and background images.

8. Configure the web profile that you specified in the PIA setup. Access the Web Profile Configuration - Look and Feel page (PeopleTools, Web Profile, Web Profile Configuration. Select the web profile name that you created and navigate to the Look and Feel tab).

   Add the following on the Look and Feel page (if you modify, save the page; stop and restart the web server):

   Expire Page	expire_fmode.html
   Exception Page	exception_fmode.html
   Signon Page	Signon_fmode.html

For information on configuring web profiles, see PeopleTools Portal Technologies: Configuring the Portal Environment.

Use the Mobile Approval Options page (FIN_MBL_TYPE_SETUP) to set the enterprise-wide mobile approval options.

Image: Mobile Approval Options page

This example illustrates the fields and controls on the Mobile Approval Options page. You can find definitions for the fields and controls later on this page.

Use this page to set the following enterprise-wide mobile approval options:

• Select the Display Attachments check box to enable, at the enterprise level, approvers to view attachments. If you select this option, you must also select a process scheduler server for the Process Server field with proper distribution node setup.

  Note: Attachments are not yet available for requisitions or purchase orders..

• Specify maximum display settings (approvals and transaction lines).

• Select the Actionable Approvals Only check box if you want to view only those transactions that require your approval action.

• Select the Transaction ID(s) to enable for the Mobile Approvals application and enter display order.

This page also provides the URLs for accessing Mobile Approvals. For more information about Mobile Approvals, see Using PeopleSoft Mobile Approvals

For information on setting up application-specific Approval Framework:

For Expenses, see Managing Workflow.

For General Ledger, see Setting Up and Using Configurable Workflow.

For eProcurement, see Understanding the Approval Framework.

For Payables, see Approving Vouchers.

For Purchasing, see Setting Up the Approval Framework for PeopleSoft Purchasing.

To maximize the user experience, it is recommended that you upload an image for each frequently-used expense type. You may use the sample images that are provided or create and add your own.

Locate the Mobile Expenses Setup.zip file under the ../MIN_SETUP folder. Unzip the file (unless you previously completed the optional custom login steps) and find the sample images in the Expense Type Sample Images folder. Upload an image for each frequently-used expense type. These images are used to render the mobile expense application pages on the mobile devices. . If no image is associated with an expense type, the system uses the default expense type image for the Mobile Expenses page.

Use the Expense Type 1 page to upload images for Expense Type definitions used in Mobile Expenses (from Mobile Expenses, select the Full Site button for PeopleSoft applications.

Image: Expense Types 1

This example illustrates the fields and controls on the Expense Types 1. You can find definitions for the fields and controls in the PeopleSoft Expenses documentation.

Select the Update Image link to access the Expense Type Image Page and update (or remove) an image for the icon:

Image: Expense Type Image Page

This example illustrates the fields and controls on the Expense Type Image Page.

Use the Notices/ Announcements page to add or modify notices for display on the Mobile Expenses Homepage.

(If you want to access this page from your mobile device, you can select the Full Site footer button from the Mobile Expenses homepage or any other page. Use the same navigation from above):

Image: Notices/Announcements search page

This example illustrates the fields and controls on the Notices/Announcements search page.

When adding a new notice or announcement, be sure to select the Expenses value from the Product field and select the Add button:

Image: Notices/Announcements page

This example illustrates the fields and controls on the Notices/Announcements page.

Supply a title for your notice, priority, start date and end date for the notice duration. The text that you add in the Description field is the notice that appears on the Mobile Expenses homepage. Optionally, select the Update Image link to add an icon that will appear in the Notices section of the Expenses homepage

Image: Notices page

This example illustrates the fields and controls on the Notices page.

See Using Mobile Expenses