Changing Configuration Manager Settings

The settings in the Edit Profile – nVision dialog box control where PS/nVision looks for various file types. PeopleSoft Query Link, the feature that enables you to send PeopleSoft Query output to a spreadsheet, also refers to these Configuration Manager settings.

Use these steps to access the Configuration Manager:

  1. Open the Configuration Manager by double clicking the Configuration Manager icon on your desktop.

    Alternatively, select Start, and then Program, and then PeopleTools 8.x, and then Configuration Manager.

  2. Select the Profile tab.

  3. Select the profile to edit, and click the Edit button.

  4. Select the nVision tab in the Edit Profile dialog box to view or change PS/nVision settings.

    The Edit Profile – nVision dialog box appears.

This example illustrates the fields and controls on the Edit Profile dialog box: nVision tab.

Edit Profile dialog box: nVision tab

Note:

Changes made with the Configuration Manager do not take effect until you sign on to the system. If you are signed on while making changes to Configuration Manager, you have to sign off and sign back on to see the effect of the changes.

The following table lists and describes the controls that are available for PS/nVision in the Configuration Manager.

Control Description

Space Between Query Columns

Sets the number of blank Microsoft Excel characters that PeopleSoft Query Link places between query output columns. To eliminate spacer columns, set this value to 0. Spacer columns improve readability, but they can be problematic with Microsoft Excel list features (such as filters or subtotals) or if you want to export data to another program.

Customization Macros

Specifies the directory path PS/nVision should search for macros used with PS/nVision and PeopleSoft Query Link. It is usually %PS_HOME%\EXCEL. This is also the path PS/nVision searches for the user macro sheet (normally NVSUSER.XLS) if it is not found in the layout directory path.

Report Layouts

Specifies the directory path PS/nVision should search for layout files. They are usually in \USER\NVISION\LAYOUT, but you might also have a shared layout directory on the network. The layout directory path is also searched first for the user macro file (normally NVSUSER.XLS), enabling you to use a personalized front-end macro sheet rather than the standard one for the organization.

DrillDown Layouts

Specifies the directory that contains PS/nVision DrillDown layouts, usually \USER\NVISION\LAYOUT\DRILLDN.

Report Instance

Specifies the directory into which PS/nVision places report instances. This value can be overridden via the directory template in the Report Request dialog box.

Query Templates

Specifies where to look for the QUERY.XLT file. This file defines the Microsoft Excel styles used to format output. If no template directory is specified, or if PS/nVision doesn't find Query.XLT there, it searches in the personalization macro path.

Style Sheets

Specifies the directory of predefined nPlosion styles for the style sheet.

AsofDateforLabels

Specifies whether the as-of date or the maximum-effective date will be used to retrieve label descriptions of nVision reports and drilldowns.

  • Deselect this option to enable PS/nVision to always display maximum-effective dated label descriptions of tree nodes and detail values.

    By default, this option is deselected and PS/nVision shows the same behavior as earlier versions of PS/nVision.

    Note: PS/nVision has been applying the maximum-effective date logic in releases prior to PeopleTools 8.52.

  • Select this option to enable PS/nVision to effectively process date for label descriptions and retrieves descriptions using the as-of date of the nVision report being run.

    See Using Configuration Manager.

RetrieveActiveTreeLabels

Specifies whether only active tree node label descriptions are retrieved for nVision reports and drilldowns.

  • Deselect this option to enable PS/nVision to disregard the activeness of the tree node label descriptions.

    By default, this option is deselected and PS/nVision shows the same behavior as earlier versions of PS/nVision.

    Note: PS/nVision has been disregarding the activeness of the tree node label descriptions in releases prior to PeopleTools 8.52.

  • Select this option to enable PS/nVision to strictly use the activeness of the tree node label descriptions. Only active tree node label descriptions are retrieved by PS/nVision.

Note:

These settings are for the Windows version of PS/nVision. To run PS/nVision through Process Scheduler, the configuration settings are in the [nVision] section of $PSHOME\APPSERV\PRCS\$databasname\psprcs.cfg.

In the Process Scheduler Configuration file (psprcs.cfg), the default directory of the report instance is %PS_SERVDIR%\NVISION\INSTANCE.

The report layout and drilldown layouts are located under %PSHOME%; for example, %PSHOME%\NVISION\LAYOUT and %PSHOME%\NVISION\LAYOUT\DRILLDN.

%PSHOME% is read-only and only an administrator can add a new layout or modify existing layouts. You can relocate these two directories outside of PSHOME if all users need the write access to these directories.

General configuration settings in Process scheduler configuration (psprcs.cfg) for PS/nVision are:

DrillDownDir=%PS_HOME%\NVISION\LAYOUT\DRILLDN
InstanceDir=%PS_SERVDIR%\NVISION\INSTANCE
LayoutDir=%PS_HOME%\NVISION\LAYOUT
MacroDir=%PS_HOME%\EXCEL
StyleDir=%PS_HOME%\EXCEL\STYLESHEETS
TemplateDir=%PS_HOME%\EXCEL
EnableDrillDownForFile=0
EnablePollDialogs=0
PollDialogSeconds=30
TraceLevel=4
SaveTempFile=0
UseExcelAutomation=0
AsofDateForLabels=0
RetrieveActiveTreeLabels=0

UseExcelAutomation is used to enable or disable Excel automation mode. The default setting, UseExcelAutomation=0, should not be changed because this is the only mode under which nVision can run currently.

RetrieveActiveTreeLabels is used to specify whether only active tree node label descriptions are retrieved for nVision reports and drilldowns. The default setting RetrieveActiveTreeLabels=0 enables PS/nVision to disregard the activeness of the tree node label descriptions. When RetrieveActiveTreeLabels=1, nVision strictly use the activeness of the tree node label descriptions.