PS/nVision Implementation

Although PeopleSoft delivers a number of PS/nVision layouts that you can use to run PS/nVision reports, you probably want to create your own report layouts and set up PS/nVision to suit your particular needs. Use the following steps, as appropriate.

Note: These setup steps assume that you have already installed and implemented your PeopleSoft applications, that you are familiar with PeopleSoft Query, that you have set up your ledgers in PeopleSoft General Ledger (if you are using PS/nVision to run ledger-based reports), and that you have set up ChartField trees in PeopleSoft Tree Manager (if you are using PS/nVision to run reports based on tree nodes and detail values).

Basic PS/nVision Setup

The following table lists the basic setup tasks that you perform to create and run your own PS/nVision report layouts.

Step	Reference
Set up the PeopleSoft Configuration Manager settings for your Microsoft Windows client. You must define the directories where PS/nVision looks for various file types on the nVision tab on the Edit Profile dialog box in Configuration Manager. Note: If, when you first try to access PS/nVision, an error message indicates that your client machine is not configured for nVision, you may also need to click the Install Workstation button on the Client Setup tab in Configuration Manager to load important PS/nVision DLL files to your machine's Windows registry.	See Using Configuration Manager.
Set up PeopleSoft Process Scheduler settings for the PeopleSoft Pure Internet Architecture.	See Configuring PS/nVision on the Web.
Plan your layouts.	See Understanding Layouts, Converting Existing Layouts and Reports to OpenXML Format, Comparing Tabular Layouts, Matrix Layouts, and QueryLink, Working With Layouts.
Create layouts.	See Creating Layouts, Creating Tabular Layouts, Understanding Matrix Layouts, Creating Matrix Layouts, Understanding Ledger-Based Matrix Layouts.
Define report scopes (optional).	See Understanding Report Scopes, Defining Scopes, Working With Existing Scopes, Using Scope-Related Variables, Creating Scope Definitions.
Define DrillDown layouts (optional).	See Using DrillDown, Using DrillDown Navigation, Using DrillDown Layout Formats, Using the PS/nVision DrillDown on the Web.
Define nPlosion criteria, defaults, and style sheets (optional).	See Understanding nPlosion, Defining nPlosion Criteria, Defining nPlosion Defaults, Enabling nPlosion for Specific Situations, Using Style Sheets with nPlosion Layouts.
Define report distributions based on tree nodes and other scope variables (optional).	See Understanding Report Distribution, Distributing Reports for Scopes Based on Tree Nodes, Distributing Reports for Scopes Based on Value Tables, Configuring the Report Node.
Set up PS/nVision security.	See Securing PS/nVision Elements, Securing Report Distribution Implementing PS/nVision Ledger-Based Data Security, Implementing PS/nVision Query-Based Data Security.

Advanced PS/nVision Setup

The following table lists advanced setup tasks you can perform to configure PS/nVision to meet your needs.

Task	Reference
Set up advanced PS/nVision options (optional). This task includes selecting whether to display warning messages and dialog boxes when PS/nVision runs reports, creating virtual ledgers, and enabling trace files.	See Enhancing Report Layouts, Setting PS/nVision Options, Creating Virtual Ledgers, Using PS/nVision-Defined Names, Formatting Dates, Setting Trace Files, Dismissing Unattended Dialogs.
Personalize PS/nVision (optional).	See Understanding PS/nVision Personalization, Using Configuration Manager, Personalizing NVSUSER.XLS, Setting Report Preferences, Customizing Delivered Visual Basic Application Wizards, Changing the Startup File, Using PS/nVision API Functions, Configuring PS/nVision on the Web.
Develop Visual Basic applications that call PS/nVision features (optional).	See Using Designer Object Methods, Designer Object Methods, Using Session Object Methods, Session Object Methods, Instance Hooks.
Tune PS/nVision performance (optional).	See Understanding PS/nVision SQL, Assigning Ledger Tables, Using Indexes and PS/nVision Tuning, Using Trees, Setting Tree Performance Options, Using Tree Tables.

Other Sources of Information

In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation and upgrade guides, release notes, red papers, updates and fixes posted to My Oracle Support, PeopleSoft curriculum guides, and other product documentations.