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 |
|
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 |
|
RC_INVALID_ACTIONS |
RC_INVALID_ACTIONS_SCI |
|
RC_BP_TRACE |
RC_BP_TRACERB_ACT_RQST _SCI |
|
RC_QUESTION |
RC_QUESTION_SCI |
|
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 |
|
RC_BS_FUNCTION |
RC_BS_FUNCTION_SCI |
|
RC_QUESTION_GRP |
RC_QUESTION_GRP_SCI |
|
RC_BS_ACTION_PNLG |
RC_BS_ACTION_PNLG_SCI |
|
RC_BS_ACTIONSET |
RC_BS_ACTIONSET_SCI |
|
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 |
|
RB_OBJECT_TYPE |
RB_OBJECT_TYPE_SCI |
|
RB_ATTR_RULE |
RB_ATTR_RULE_SCI |
|
RB_ATTR_GROUP |
RB_ATTR_GROUP_SCI |
|
RB_OBJ_ATTR_GRP |
RB_OBJ_ATTR_GRP_SCI |
|
RB_UPD_ACT_RQST |
RB_UPD_ACT_RQST_SCI |
|
RB_WF_RULE |
RB_WF_RULE_SCI |
|
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 |
|
RB_RI_STATUS_SETUP |
RB_RI_STATUS_SETUP_SCI |
|
RB_EM_OB_NOTIFY |
RB_EM_OB_NOTIFY_CI |
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.