PeopleSoft CRM Automation and Application Configuration Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, as well as links to the corresponding documentation.

PeopleSoft automation and configuration tools also provide component interfaces to help you load data from your existing system into PeopleSoft tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists some of the components that have component interfaces:

Component	Component Interface	Reference
RBC_DEFINE_TKNGRP	RBC_DEFINE_TKNGRP_SCI	See Term Group Page.
RBC_DEFINE_SUBTMPL	RBC_DEFINE_SUBTMPL_SCI	See Subtemplate Page.
RBC_DEFINE_TEMPLAT	RBC_DEFINE_TEMPLAT_SCI	See Template Page.
RBC_DEFINE_USAGE	RBC_DEFINE_USAGE_SCI	See Usage Page.
RBC_DEFINE_PACKAGE	RBC_DEFINE_PACKAGE_SCI	See Template Package Page.
RBC_SERVER_CMP	RBC_SERVER_CMP_SCI	See Defining Printers.
RBC_CM_SYSDEFN	RBC_CM_SYSDEFN_SCI	See Defining System Settings for Template-Based Correspondence.
RC_TASK	RC_TASK_SCI	See Defining Tasks.
RC_ACTIVITY	RC_ACTIVITY_SCI	See Defining Phases.
RC_BUS_PROCESS	RC_BUS_PROCESS_SCI	See Defining Business Projects.
RC_INVALID_ACTIONS	RC_INVALID_ACTIONS_SCI	See Defining Invalid Actions.
RC_BP_TRACE	RC_BP_TRACERB_ACT_RQST _SCI	See Business Project Status - Status Page.
RC_QUESTION	RC_QUESTION_SCI	See Defining Questions and Question Groups.
RC_ANSWER_SET	RC_ANSWER_SET_SCI	See Defining Answer Sets.
RC_RATE_SET	RC_RATE_SET_SCI	See Defining Rate Sets.
RC_RULE_PNLG	RC_RULE_PNLG_SCI	See Defining Rules and Rule Sets.
RC_BS_FUNCTION	RC_BS_FUNCTION_SCI	See Defining PeopleCode Functions for Scripts.
RC_QUESTION_GRP	RC_QUESTION_GRP_SCI	See Defining Questions and Question Groups.
RC_BS_ACTION_PNLG	RC_BS_ACTION_PNLG_SCI	See Defining Actions and Action Sets.
RC_BS_ACTIONSET	RC_BS_ACTIONSET_SCI	See Defining Actions and Action Sets.
RC_TOKEN	RC_TOKEN_SCI	See Defining Tokens.
RC_VARIABLE	RC_VARIABLE_SCI	See Defining Variables.
RC_BSCRIPT	RC_BSCRIPT_SCI	See Creating Scripts.
RB_ATTRIBUTE	RB_ATTRIBUTE_SCI	See Setting Up Attributes.
RB_OBJECT_TYPE	RB_OBJECT_TYPE_SCI	See Identifying Attribute-Enabled Objects.
RB_ATTR_RULE	RB_ATTR_RULE_SCI	See Setting Up Attributes.
RB_ATTR_GROUP	RB_ATTR_GROUP_SCI	See Setting Up Attributes.
RB_OBJ_ATTR_GRP	RB_OBJ_ATTR_GRP_SCI	See Associating Attribute Groups with Objects.
RB_UPD_ACT_RQST	RB_UPD_ACT_RQST_SCI	See Creating Action Request Codes.
RB_WF_RULE	RB_WF_RULE_SCI	See Defining Workflow Actions for Business Projects.
RB_WF_DEFAULTS	RB_WF_DEFAULTS_SCI	See Defining PeopleSoft Process Scheduler Settings for Workflow.
RB_WL_GRID_DFN	RB_WL_GRID_DFN_SCI	See Defining Worklists.
RB_WF_WL_GRP	RB_WF_WL_GRP_SCI	See Defining Worklists.
RB_WF_URL_SETUP	RB_WF_URL_SETUP_SCI	See Redirecting Links.
RB_TOOLBAR_DEFN	RB_TOOLBAR_DEFN_SCI	See Configuring Toolbars.
RB_TB_BUTTON_DEFN	RB_TB_BUTTON_DEFN_SCI	See Defining Toolbar Buttons.
RB_RI_STATUS_SETUP	RB_RI_STATUS_SETUP_SCI	See Modifying Interaction Status.
RB_EM_OB_NOTIFY	RB_EM_OB_NOTIFY_CI	See Understanding Manual Notifications.

Other Sources of Information

In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines.