Setting Up Desktop Integration with ePerformance

Here are the high-level steps for setting up the Desktop Integration framework to support the Outlook integration functionality in ePerformance.

For the PeopleSoft system:

1. Installation option (one for each Outlook integration functionality) is enabled on the ePerformance Installation page.

   See Defining System Settings.

2. Desktop integration is set up and configured. Verify that:

   • Users can access the PeopleSoft system using secure connections (https).

   • Integration Broker is running on the application server that you use for the PeopleSoft system.

3. Users who take advantage of the Outlook integration functionality are given the EODI_RemoteUser role.

For more information on the setup details, see Setting Up Desktop Integration.

For users:

1. Microsoft Outlook 2007 is installed.

2. The Microsoft add-in for Outlook is loaded to the Outlook application.

3. Settings and options for the PeopleSoft menu are configured properly for the integration.

For more information on user setup, see Using the PeopleSoft Outlook Menu.