Completing Manual Configuration Steps

You may need to perform manual configuration steps for trees that used application-specific pages to add or update nodes, levels, or detail values in the tree. No additional configuration steps should be required for trees that use only the standard PeopleSoft Tree Manager pages and tables.

The Windows-based PeopleSoft Tree Manager had the ability to invoke virtually any application-specific page by just knowing the name of the page to be invoked. It did not require that the component and complete menu path be specified on the Tree Structure record. Neither did it use standard security edits or permission lists for determining if the user should have access to a component. It was quite common, in prior releases, for the tree structure to only specify the page and possibly the component to be used. The menu information was usually left blank.

The web-based PeopleSoft Tree Manager uses standard PeopleCode functions to display the application pages used for maintaining the node, level, and detail values. These functions require that:

  • The complete menu path is provided.

  • Users have security access to work with the pages.

For tree structures that did not fully specify menu paths and security access, the upgrade programs attempt to complete the information by searching existing menus and components to find a valid and complete menu path for node, level, and detail user data pages. However, there might be cases where existing trees use application pages that are not part of a component, or the component was not part of a PeopleSoft menu definition.

To add or update the nodes, levels, and detail values for the web-based PeopleSoft Tree Manager, you have to configure the tree structure records so that all of the page, component, and menu information is correctly specified. The UPG8RPTG and UPG81RPTG programs complete the component information for all of the application pages that are part of a component. They also complete the menu path information for all components that are defined on at least one PeopleSoft menu definition.

Note: The Process Scheduler messages that were generated by the UPG8RPTG and UPG81RPTG programs tell you the pages that are not part of any component, or components that are not part of a PeopleSoft menu definition. After you have created component definitions for all of these pages, you need to rerun only the UPG81RPTG program to update the tree structure records with the new information.