Prerequisites for the PeopleSoft ALM Portal Pack
Before you can view and use the pagelets in the PeopleSoft ALM Portal Pack, you must complete these steps:
Install the Financials database.
Install the enabling Financial applications.
To find a pagelet's enabling application, refer to the table in the section titled Using Roles and Permission Lists for the PeopleSoft ALM Portal Pack.
If you use PeopleSoft Maintenance Management, run the Update Work Order Portal Data (WM_PE) and Update Most Costly Asset Data (WM_PE_ASSET) Application Engine processes as required to create data that is used by Maintenance Management portal pagelets.
If you use PeopleSoft Lease Administration, run the Real Estate Portal Data Collector Application Engine process (RE_PGLT_DATA) as required to create data that is used by PeopleSoft Lease Administration portal pagelets.
Specify PeopleSoft Lease Administration Portal Pack pagelet default values at the administrator level so that users can access most of the PeopleSoft Lease Administration pagelets without the need to personalize each one.
The system applies these values to retrieve transactional information that appears on the pagelet. Users can override the default values by personalizing their settings. To establish system default values at the administrator level, navigate to
If you use PeopleSoft IT Asset Management, display data in the portal by running the Generate Metrics Application Engine process (IT_METRICS), which summarizes data created by primary PeopleSoft IT Asset Management processes and third party integration. The primary PeopleSoft IT Asset Management processes are Request Discovery Data (IT_DISCO_RUN) and Compare Asset Repositories (IT_RECON_RUN).
(Optional) To reflect unique personal preferences, users can personalize the settings for each pagelet on a corresponding personalization page.
The system uses these personalized settings to retrieve transactional information that appears on the pagelet. To open a personalization page, click the Customize icon in the upper right corner of the pagelet.