PeopleSoft Enterprise PeopleTools 8.4 to 8.49 Cumulative ... - Oracle

PeopleSoft Enterprise PeopleTools 8.4 

to 8.49 Cumulative Feature Overview 

January 2007

PeopleSoft Enterprise PeopleTools 8.4 to 8.49 Cumulative Feature Overview 

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PeopleSoft Enterprise PeopleTools 8.4 to 8.49 

Cumulative Feature Overview 

January 2007 

Contents 

PeopleSoft Enterprise PeopleTools 8.4 to 8.48 Cumulative Feature Overview Preface.......3 

Additional Resources .........................................................................................................3 

Platform Support ................................................................................................................4 

PeopleSoft Enterprise PeopleTools New Features Lists.......................................................5 

Development Tools ............................................................................................................5 

PeopleSoft Application Designer ....................................................................................5 

PeopleCode ....................................................................................................................9 

Internet Technology and Portal Technology.................................................................15 

User Experience Design...............................................................................................20 

Global Technology ...........................................................................................................22 

PeopleSoft Application Engine.........................................................................................25 

Integration Tools...............................................................................................................25 

PeopleSoft Integration Broker ......................................................................................26 

PeopleSoft Integration Utilities .....................................................................................33 

Workflow Technology ...................................................................................................35 

PeopleSoft MultiChannel Framework ...........................................................................36 

Business Interlinks........................................................................................................39 

PeopleSoft Component Interfaces................................................................................39 

PeopleSoft Mobile Agent ..............................................................................................40 

Analytic Tools ...................................................................................................................43 

PeopleSoft Process Scheduler.....................................................................................43 

PeopleSoft XML Publisher............................................................................................47 

PeopleSoft Optimization Framework ............................................................................47 

PS/nVision ....................................................................................................................48 

Crystal Reports for PeopleSoft .....................................................................................50 

Cube Manager ..............................................................................................................53 

PeopleSoft Query .........................................................................................................53 

PeopleSoft Tree Manager.............................................................................................55 

SQR ..............................................................................................................................58 

Copyright © 2006 Oracle. All rights reserved. 1



January 2007 

PeopleSoft Analytic Calculation Engine .......................................................................58 

Administration Tools.........................................................................................................59 

Data Management ........................................................................................................60 

Security Administration .................................................................................................62 

System and Server Administration ...............................................................................65 

PeopleSoft Performance Monitor .................................................................................70 

LifeCycle Management.....................................................................................................71 

PeopleSoft Software Updates.......................................................................................71 

Change Impact Analyzer ..............................................................................................73 

PeopleSoft Setup Manager...........................................................................................74 

PeopleBooks ....................................................................................................................74 




January 2007 

PeopleSoft Enterprise PeopleTools 8.4 to 

8.49 Cumulative Feature Overview Preface 

This document combines the highlights from the release notes that were published for 

PeopleSoft Enterprise PeopleTools releases 8.40-8.48. Release notes provide functional and 

technical details pertaining to the new features and enhancements that accompany each 

PeopleTools release. This document is intended to help you assess the business benefits of 

PeopleSoft Enterprise PeopleTools 8.4x, without having to read the entire set of release 

notes, and to plan your information technology (IT) projects and investments. 

The new features and enhancements that are included in this release are grouped according 

to functional area. Our goal is to ensure that you leverage technology to its fullest to increase 

the efficiency and effectiveness of your operations. 

Note. For in depth information related to any of the features mentioned in this document, 

refer to the appropriate version of release notes or PeopleBooks documentation. 

Additional Resources 

There are many additional resources that will help your organization determine the effects of 

upgrading to this release. 

Visit the PeopleSoft Customer Connection website frequently to stay informed of ongoing 

changes. This table lists the types of resources that are available on Customer Connection: 

Resource 

Upgrade paths 

Training opportunities 

Consulting readiness 

Business Process Maps 

Integration resources 

Data Models 

Installation Guides 

Upgrade guides 

Navigation 

Support, Roadmaps + Schedules, Release Definitions 

Education Services 

Assess Your Needs 

Support, Documentation, Business Process Maps 

Support, Documentation, PeopleSoft Enterprise 

Integration Point (EIP) Catalog 

Support, Documentation, Data Models 

Implement, Optimize + Upgrade, Implementation 

Guide, Implementation Documentation and Software 

Implement, Optimize + Upgrade, Upgrade Guide, 

Upgrade Documentation and Software 




January 2007 

Platform Support 

These release notes do not contain a comprehensive list of our support policy, nor does it 

replace what appears in the Supported Platforms database on Customer Connection. 

Always refer to the Supported Platforms database for the most current, and most 

comprehensive support information. For information related to products developed by other 

vendors but used by PeopleSoft, such as BEA Tuxedo, refer to that vendor’s web site and 

documentation for details related to the versions supported by PeopleSoft 




January 2007 

PeopleSoft Enterprise PeopleTools New 

Features Lists 

The new feature lists are grouped according to these functional areas: 

• Development Tools. 

• Integration Tools. 

• Analytic Tools. 

• Administration Tools. 

• LifeCycle Management Tools. 

Development Tools 

The development tools area contains these new feature lists: 

• PeopleSoft Application Designer. 

• PeopleCode. 

• Internet Technology and Portal Technology. 

• User Experience Design. 

• Global Technology. 

• PeopleSoft Application Engine. 

PeopleSoft Application Designer 

Release 8.4 

• PeopleTools has extended the definition of an internal link using the push 

button/hyperlink control to allow you to make a PIA definitional link to another component 

in another node (PeopleSoft database) or portal. Now you can easily add a link to a 

transaction page in your PeopleSoft Human Resources application, for example, that will 

take your users to a transaction page in your PeopleSoft CRM application. 

• The Registration Wizard is now the main tool for designing menus for your PeopleSoft 

portal application. Using this sleek new tool you can assign components and security to 

your menu. 

• In the same way that PeopleTools supports subrecords, you can now define substyle 

sheets to share a common set of classes. A substyle sheet has all of the properties of a 

style sheet. 

• You can now assign parent/child relationships for style sheets by adding a parent 




January 2007 

attribute to a style sheet definition. 

• For upgrade compares, there is a new attribute type called "FieldOrder" for records that 

are SQL view or dynamic views. If a view in the source project does not have the same 

order of a view in the target then the ReOrder attribute will show in the upgrade report. 

This indicates that the target view will be re-ordered (put in source view order) during the 

upgrade copy. 

• In order to synchronize databases when performing an upgrade compare and copy for 

record definitions, PeopleTools has altered the upgrade copy process. During the 

upgrade copy (CopyProp only) of a table, subrecord, or temporary table, the indexes (_, 0 

thru 9) will be re-ordered to the source index order. The target order will match the 

source order after copy. 

• The Upgrade Options dialog box has been enhanced with new settings and new options, 

including Chartfield Options, Portal Structures Permission List, and the Report Options 

tab. 

• You can now compare a project or database with the new Application Designer command 

line parameters compare functionality in PeopleTools 8.4. Use the Application Designer 

executable file, PSIDE.exe, along with the parameters for your project or database 

compare. The compare process also creates reports to a directory that you specify. 

• PeopleSoft Application Designer now enables you to perform bulk operations on fields 

across many different records or pages. This feature was developed mainly for the 

customization of chartfields used in financial applications. 

• New settings on the Record Properties page are used exclusively for mobile applications 

and enable developers to display derived values on a page for a mobile device. 

• PeopleTools has added a new build option to the Build dialog box called Create Triggers, 

enabling you to automatically create triggers in your underlying SQL tables in accordance 

with your business requirements. 

• Creating indexes now includes creating functional indexes for Microsoft SQL Server 

2000, DB2 (UNIX), and Informix. 

• The PeopleTools 8.4 release includes significant enhancements for grids, such as user 

personalizations, downloading grid contents to Microsoft Excel, and improved grid 

development. This gives the developer tools to equip the end user with more options for 

how they view and use grid data in their transaction page. 

• Users can now insert multiple blank rows to a grid or scroll area at runtime. This feature 

can significantly enhance the user’s experience when doing heads-down data entry and 

also meet the developer’s goal of limiting page processing. 

• The user is now able to select one or more rows in a grid or scroll area using a check box 

or radio button in front of each row. 

• Page anchors enable the user to jump from one destination to another on a long page. 

You can now make a specific field on your page a jump destination by designating it as a 

page anchor. The launching point to that anchor is in the form of a push button or 

hyperlink that you define as a page anchor type in the Push Button/Hyperlink Properties 




January 2007 

dialog box. 

• There is a new page control called the chart control. This control serves as a placeholder 

for adding a chart to your page that you develop using PeopleCode. 

Release 8.41 

In PeopleTools 8.41, Application Designer imposes a restriction on importing incompatible 

projects to avoid problems with stalled systems in the previous release. Projects created in 

PeopleTools 8.1x do not appear in the list of available objects to import. 


• In this release, PeopleSoft Application Designer includes a spell check feature for edit 

boxes and long edit boxes. We also include a Spell Check toolbar button that can be 

enabled in the Use tab of Component Properties so users can run spell check on all spell 

check enabled fields at once. 

• We have enhanced the Page Control Inspector to include more coordinates providing a 

greater level of special detail for arranging controls on pages. 

• Push buttons and hyperlinks can now be activated at runtime with the Enter key. 

• This release includes a new “Top” label position for edit boxes, long edit boxes, and dropdown 

list boxes in the page designer. We have also added a feature that enables 

developers to move all labels to the top position for all affected page fields 

simultaneously. 

• We have enhanced the look of grids with alternating row styles to ensure that enterable 

fields stand out more. 

• We have changed the way related edit fields behave at runtime to distinguish between a 

single match and multiple possible matches. 

• We have added new Display-Only Appearance attributes for edit boxes and drop-down 

list boxes that enable you to more easily control the base style the system uses to render 

these controls at runtime. 

• For record definitions, we have removed most 255 column limitations. 

• You can now set the System ID for an overall project or for the current record definition in 

the project workspace of PeopleSoft Application Designer. The System ID functionality 

makes System ID maintenance easier for developers. 

• You can now register your mobile page using PeopleSoft Application Designer’s 

Registration Wizard. 


• As of the PeopleTools 8.4 release, you can now insert subpages into a grid. Subpages in 

a grid function the same as those on pages except that the fields display at runtime as 

grid columns. In PeopleSoft Application Designer, the subpage displays as a single 

column in the grid. 

• We have altered security access for the Bulk Operations utilities. For the 8.43 release 




January 2007 

going forward, only users logged in under the “PeopleSoft Administrator” role will have 

access to the Bulk Operations menu items. For all other users, these menu options are 

disabled. 

• In addition, we have made some behind the scenes changes to the Bulk Operations 

properties and PeopleCode API to facilitate upgrade deletes for customers. When 

passing the project name as a parameter, if the project contains definitions with an 

upgrade action of delete, the system ignores those definitions. The following built-ins 

have been modified for this purpose: BulkModifyPageFieldOrder, BulkInsertField, and 

BulkDeleteField. 

• With the 8.43 release, disabling a PeopleTools toolbar button, such as Return to Search 

or Next In List, also disables the associated hot keys in PeopleSoft Internet Architecture. 


• Spell Check is now available in the PeopleSoft Application Designer for user-facing labels 

and text in projects and legacy data. 

• In this release, PeopleSoft Application Designer and the delivered database creation 

scripts now support Locally Managed tablespace of Oracle 9i. 

• There are several new enhancements to page definitions, including the order for fields on 

a page, the save option for a field, and wrapping long words. 

• Modifications were made to the grid generation code to generate blank, dummy rows to 

pad out the grid to the fixed number of rows set in the occurs count. 

• In addition to a new, wider dialog box for the component definition properties, the 

PeopleTools 8.44 release contains a new series of settings on the Internet tab, which 

enable you to activate or deactivate the Help and New Window links, and new settings to 

customize a page and copy a URL. 

• New with the PeopleTools 8.44 release is the Change Packager feature. This tool 

enables you to easily package your own application customizations when migrating from 

one release to the next. Combined with PeopleSoft Change Assistant (also new with the 

PeopleTools 8.44 release), Change Packager significantly reduces the complexity and 

time involved in updating an implementation. 


• The Scroll and Clip attributes have been removed from the Record tab of the Image 

Properties dialog box, as they are not used by PeopleSoft internet applications. 

• You can now add a –LF parameter to the command line for pside.exe and specify the 

location of a log file. This parameter is valid when used in quiet mode (-QUIET). 


PeopleSoft continues to make strides toward providing more robust upgrade tools, which 

enable you to: 

• Make rapid changes to environments. 




January 2007 

• Create custom code. 

• Upgrade applications and apply patches. 

• The visual compare feature in PeopleSoft Application Designer enables you to view the 

same page definition from two different data sources simultaneously with changed 

controls being highlighted, and to view the same Text definition (such as PeopleCode) 

from two different data sources with the code changes visibly highlighted. 

• You can use your browser to view compare results with the Compare Report Viewer, a 

client-based HTML program. The results are stored in XML. 


• PeopleTools 8.48 gives you the ability to generate composite compare reports to track 

your customizations during an upgrade. Also the Visual Compare for page definitions 

feature has been enhanced to enable you to merge selected attributes from two page 

definitions into the target definition. The visual compare and merge for text files has also 

been improved to allow you to compare files existing outside of a PeopleSoft database, 

such as Data Mover, SQL, COBOL, or SQR text files. 

• To assist developers at multinational organizations, PeopleSoft provides a Save As 

option and a Delete option when working with foreign language pages, which allow 

conversion to and from non-base languages. 

• If you are running a PeopleSoft 9 application, you can use new data types mapping for 

Oracle and Microsoft SQL Server 2005. New mappings are available for PeopleSoft field 

types Character, Long Character, Long Character with Raw Binary, and Image 

Attachment. 

• In previous releases, PeopleSoft does not support the DESC clause in the CREATE 

INDEX DDL statement for key fields that have the descending property set as part of 

record field properties. In Enterprise PeopleTools 8.48, PeopleSoft supports the DESC 

clause in the CREATE INDEX DDL statement. 

• There are two new file layout options, Seg Terminator and Pad Field. 


A new option on the PeopleTools Options page enables you to provide case-insensitive 

searching for the PeopleSoft search records when searching for PeopleSoft definitions. This 

option is not associated with Verity search technology. 

PeopleCode 


• Several new classes have been added that can be used to create charts, to create your 

own exceptions, to create and send notifications, to create and manipulate SOAP 

messages, and to create and manipulate XML messages. 

• PeopleSoft now enables you to write your own classes, or extend the provided 

PeopleCode classes, using the Application Classes. Use Application classes to help you 




January 2007 

structure your existing PeopleCode functions. 

• If you don't declare a variable, it is automatically declared as Any. A warning message is 

displayed in the Validate tab. 

• You can now assign a variable a value in the declaration statement. 

• You can now declare local variables in the PeopleCode program itself, not just at the 

beginning. 

• If you declare a local variable inside a function it is a new variable each time the function 

is called. Its scope is only from the declaration to the end of the function. This allows you 

to create recursive functions. 

• If you try to assign an invalid value in a declaration statement, you'll receive a warning in 

the Validate output window about the type mismatch. 

• PeopleTools has added the ability to store file attachments in the database as BLOBs or 

externally on a file server. For any transactions that upload file attachments stored in the 

database, developers need to create a database record for PeopleTools to store 

attachments in the database and use this new framework. This allows PeopleTools to 

manage where the file attachment is stored (that is, in the database as a BLOB or on a 

separate file server). 

• You can add, change, and delete email addresses associated with a user, as well as 

mark a different email address as primary using PeopleCode. 

• You can populate a drop-down list with items using PeopleCode. 

• You can get and set user options, that is, personalizations, using PeopleCode. 

• You can now have nested comments in PeopleCode. 

• You can now add 'mouse-over' ability to all the nodes, leaves, and so on to an HTML 

tree, such that when a user rolls their cursor over one of these items, pop-up text is 

displayed. 

• In addition, you can add code so that when a user selects a row, that row changes style, 

so the user has a visual indicator that the row has been selected. 

• You can now schedule search indexes to be built using Process Scheduler and the 

Search class. You can also specify different types of searches indexes, such as HTTP 

(URLs) and file systems, as well as languages and mapping languages. 

• For Query Class, Support for Unions and SubQueries was added. This required 

significant changes to the class hierarchy and syntax. The largest impact is the 

introduction of the QuerySelect class. This means that for many of the existing query 

programs, it will be necessary to first position into the correct SELECT object prior to 

manipulating the dependant objects such as query fields, records, prompts, and so on. 

• You can now run a query using PeopleCode. You can write the results of the query either 

to a rowset or a file. You can find out the statistics for a query, such as average time it 

takes for a query to execute, the last time the query was executed, and so on. You can 

find inactive chartfields and remove them from the select list of a query. 




January 2007 

• The PortalRegistry classes have been enhanced with several new classes. You can now 

access a user's homepage, the different tabs and tab definitions, favorites, pagelets, 

pagelet categories, available categories, and others. Instead of using Content Providers, 

you can now use nodes to specify the full path to your content. Nodes only have to be set 

up once and are used with messaging as well as the portal. You can copy folders and 

content references between portals. 

• You can now cut and paste nodes and leaves between portions of a tree. You can also 

specify whether a leaf or node is displayed. 

• Using the existing message class functionality, you can send and receive message 

asynchronously. With the new enhancements you can send and receive messages 

synchronously. 

• You can use PeopleCode to specify a job or a job set, which is a job that contains other 

jobs. You can also specify that a job generates an HTML file containing information about 

the job as it is processing, or generates the results. 

• You can use bulk functions to insert or delete fields from records and pages, as well as 

update the indexes. You can also modify the page field order and the record indexes. 

These functions are intended for use during configuration time only, before active runtime 

usage is initiated. Using these functions during active runtime is not supported. 

• In addition, several functions were added to support chartfields. 

• The configuration of the PeopleCode debugger is now simplified for both two-tier and 

three-tier debugging. 


• Additional PeopleCode functions were added for Integration Broker functionality. These 

functions allow you to delete node transactions and delete transaction modifiers. You can 

also do an XSLT transformation of an XML string. 

• URLs generated from one of the Transfer built-in functions are encoded so they will work 

when containing nonstandard characters. 

• The Find In functionality has been enhanced to also look for text within an Application 

Package. 

• The Record class Update method no longer updates fields marked as "system 

maintained." 


• The SendMail built-in function has two new optional parameters. Mail_Sep allows you to 

specify the delimiter for a series of email addresses, and Content_Type allows you to 

specify the content type of the email as a string. 

• The following new classes have been added: 

• Mobile Class 

• PostReport Class 




January 2007 

• Synchronization Server Class 

• The Transfer function now allows you to use keylist to specify a partial, yet unique key. If 

you do not fill in all the key values, yet you have still specified enough for a unique row, 

the search dialog is bypassed. 

• You can specify how negative values are going to display with the XAxisCross property in 

Chart Class. 

• You can now use PeopleCode to hide the current page, using the Activate event in the 

Page Class. PeopleSoft recommends using the PreBuild event if you are going to be 

hiding pages. 

• The URLType property was added to the Pagelet class. This property indicates what type 

of URL is used to build the pagelet. 

• You can now verify the syntax of the search query text before executing the search using 

the Parse method in the Search class. 

• The SOAPDoc class now supports headers. Two new methods were added: AddHeader 

and GetHeaderNode. 

• The ValidateSOAPDoc method now takes an optional parameter, specifying whether to 

check namespace prefixes. 


• You can use PeopleSoft Application Designer to search your code for potential SQL 

injection vulnerabilities, known as SQL injection. 

• You can now use the DeleteAttachment built-in function in a PeopleSoft Application 

Engine program. 

• You can now use EncodeURL in an Application Engine program. 

• The Transform function can now take either an XML string or an XmlDoc object as input. 

• For Chart Class, the RotateAngle property was only rotating the chart half of the degrees 

specified with this property. The RotateAngle property now rotates the chart the full 

number of degrees specified. 

• A new class, MCFIMInfo has been added. Use this class to initiate instant messaging 

sessions. 

• When you run a report, then use the ProcessRequest class to send email when the job is 

finished, the email of the person who submitted the job is no longer appended to the 

OutDest property. 

• A new output option, WINDOW, was added for the following generic process types: 

• AppEngine 

• Crystal 

• nVision 




January 2007 

• SQR 

• Other 

• The InsertRow method can be executed against the same rowset where the insertion will 

take place. 

• A new system variable %Language_Data has been added. Use %Language_Data if 

your application must know the language any entered application data is stored as in the 

component's related language records. Do not use this variable to control the user 

interface, such as messages or page text. For determining the language of the user 

interface, use the %Language_User variable. 

• A system variable %Language_User has been added, which returns a string value 

representing the current session's language as selected from the signon page. 

• Use the SendMail function to send an email message from a PeopleSoft page. This 

function has been enhanced with new optional parameters. 

• The SetAuthenticationResult function has an additional optional parameter, 

DaysLeftBeforeExpire, as well as additional functionality added to the ResultDocument 

parameter. 

• There is a new function in this release—the NumberToDisplayString function. This is 

similar to NumberToString. It formats a number according to the specified parameters. 

However, NumberToDisplayString also uses the values the end user specified to display 

the decimal and thousand's separator. 

• A new built-in function has been added, TransformExCache, which you can use to do an 

Extensible Stylesheet Language Transformation (XSLT) transformation of the specified 

XmlDoc object. 

• Updates have been made to mobile classes. It was possible to assign a pre-instantiated 

Component Interface to a peer reference property. This is not a legal operation and 

would later cause a program assert. An explicit check is now made at the time of 

assignment to disallow this. 

• A new optional parameter, NewWindow, was added to the ViewAttachment function. 


• The new classes added for PeopleCode include Crypt class, universal queue classes, 

PrcsApi class, content reference links class, worklist class, and abstract classes. 

• The PeopleCode editor has been enhanced to allow you to control how PeopleCode 

appears in an Application Engine program, a SQL definition, an HTML definition, or 

regular PeopleCode, and to control the word-wrap feature. 

• Several new built-in functions and system variables have been added, and properties 

added to the existing classes. 


• When CommitWork is called in the context of a component interface (such as, during a 




January 2007 

SavePreChange PeopleCode program that's associated with the component), if the caller 

of the component interface already has an open cursor (such as an active SQL object) 

the Commit does not take effect immediately, but only when the last cursor is closed. 

• The new functions added to PeopleCode include CopyFromJavaArray, 

CopyToJavaArray, TransferExact, and WriteToLog. 

• Application classes were changed to allow you to declare protected methods and 

properties, and to declare a class as an Interface, 

• The AddContext optional parameter was added to the ToString method for the Exception 

class, and the new property StackTrace was added to the Exception class. 

• New properties were added to Field Class and Java Class. 

• Role-based security is now supported through the RolePermissions classes. 

• New parameters were added to the CopyFieldsTo record class method, for indicating 

whether or not to copy fields marked as unused using the SetDBFieldNotUsed function. 

• The new RowsetCache class was added. PeopleTools stores application data in a 

database cache to increase system performance. The RowsetCache class enables you 

to access this memory structure, created at runtime, and shared by all users. 

• You can now do application logging with PeopleTools. Application logging enables you to 

do error logging using an independent application log fence mechanism, as well as being 

able to write to the PeopleTools log using the WriteToLog built-in function. 


Several new features have been added to PeopleCode for this release, including: 

• New Functions 

• Updates to existing functionality 

• Enhancements have been made to our charting features to support three new types of 

charts—TrueXY, scatter, and Gantt charts. 

• Several new classes were added to PeopleCode—Analytic Calculation Engine Classes, 

Analytic Calculation engine Metatdata Classes, Analytic Grid Classes, Analytic Type 

Classes, and Integration Broker Web Service Directory Class 

• Performance enhancements have been made to the core PeopleCode runtime in the 

area of call overhead as it relates to local function calls, method, and property calls, as 

well as calls of external PeopleCode functions. This should benefit all PeopleCode 

programs, but will be of particular benefit to functional-intensive programming, that is, 

large loops where functions are called. 

• Various new functions, and improvements to existing functionality, are also included in 

this release. 


• For the Analytic Model class CalculateCube method, the second parameter, Sync is now 




January 2007 

optional. It is only being included for compatibility with previous releases. Any value 

specified for this parameter is ignored. The cube is always calculated in synchronous 

mode. 

• For the Analytic Grid class, all of the parameters for the SetLayout method now accept a 

null value (""). 

• For the Query classes, all date, time, and datetime fields that are part of a query are now 

required fields when running a query. 

• For the SOAPDoc class, you no longer need to specify the optional parameter with the 

ValidateSOAPDoc method to ignore the namespace prefix during SOAP validation. 

• The GetGrid built-in function no longer accepts the optional occursnumber parameter. 

• The SendMail built-in function has been changed so that you can use double-byte 

characters for the display names for an email address. 

• The Clean built-in function may delete some double-byte characters. This can be fixed by 

applying a patch supplied by Microsoft, for issue MS 890695. 


This section discusses enhancements made to PeopleCode, including: 

• For the Message classes, many changes were made to support service operations, the 

new events, message segments, container messages, and so on. 

• The Analytic grid now supports expanding and collapsing all nodes and details. You can 

also specify to freeze one or more columns when you create a grid. 

• Several updates were made to classes, functions, methods, and the PeopleCode 

documentation. 


• For the File Class, ReadRowset, considerations were added for using nested data. Also, 

the Open method (as well as the GetFile function) opens the file at the beginning of the 

file, rather than the end. 

• For the Record class, the CopyFieldsTo method has a new parameter IsBatch. 

• For the SyncServer class, there is a new method Notify. 

Internet Technology and Portal Technology 


• PeopleTools portal technology provides basic web-based navigation for your application 

pages. Its main purpose is to help users access PeopleSoft application pages. 

• In PeopleTools 8.4 you are now able to view the navigation while you are in a PeopleSoft 

Application page. This enhancement also provides the ability to browse through the 

possible navigation links without committing to leave their current transaction. 




January 2007 

• A major enhancement in PeopleTools 8.4 is the new format for URL. The integral parts of 

the URLs are now much simpler to understand and much more manageable. 

• The Registration Wizard in PeopleTools 8.4 introduces a streamlined and efficient way to 

register components or scripts into a menu, registry, and add them to permission lists. 

You can also use the Registration Wizard to import custom menus, and register a 

component (or script) into multiple portals. The Registration Wizard has the additional 

benefit of reducing user errors, and maintaining synchronization between portals, by 

combining several different methods into one intuitive wizard interface. 

• In PeopleTools 8.4 PeopleSoft introduces a simplified and centralized administration 

interface for the management of objects in the portal registry. These objects include 

folders, content references, templates, and content providers. Common administrative 

tasks include adding, deleting, and renaming portal objects. 

• In PeopleTools 8.4 a node (previously termed content providers) is basically a URI string 

that defines the database and application server. It is used when the portal servlet 

attempts to retrieve content, whether internal PeopleSoft or external references, and 

assemble pages. 

Note. You must purchase PeopleSoft Enterprise Portal to be able to retrieve non-PeopleSoft 

related external references. 

Every PeopleSoft database must have one and only one default local node that is used to 

define the address (URL) for that database. The default local node is used to signon to 

the homepage as well as with the Integration Broker to facilitate synchronous and 

asynchronous messaging between PeopleSoft and external or other PeopleSoft 

applications. 

The use of nodes also simplifies PeopleCode programming, since long URLs can be 

referred to quite easily by the appropriate node name. 

• Another major enhancement in PeopleTools 8.4 is the ability to create and maintain 

multiple portals on the same, or on different databases. Portals can be created, 

maintained and deleted using the Portal Definition pages in the Portal Administration 

interface. 


This release includes features that allow you to customize Portal homepages and pagelets. 

You can override default HTML objects and images used for homepage components, such as 

tabs and pagelets, replacing them with your own content. 


• The Portal Security Synchronization page enables you to execute the PORTAL_CSS 

Application Engine program to clean up and synchronize content reference permissions 

and folder permissions. 

• You can now hide the pagelet action bar from end-users, thereby disabling their ability to 

minimize, edit, and remove pagelets from the Homepage Tab. You can also choose to 

hide only the minimization capability from end-users. 




January 2007 


PeopleTools 8.43 introduces performance enhancements for the PeopleSoft Enterprise 

Portal. Self-service applications need to support a very large number of concurrent users. In 

addition, data privacy considerations do not allow use of web browser based caching as a 

performance optimization. PeopleTools is making available a server-based pagelet cache as 

a performance optimization. This extends support for better performance to a larger set of 

self-service users while consuming less systems resources. The PeopleTools 8.42 Internet 

Technology PeopleBook provides an overview of PeopleSoft Internet Technology, and 

discusses the base portal technology delivered with PeopleTools. 

• In the current release, you can define a browser window title for your portal home page 

and any unregistered content. The title is taken from the value of the Long Description 

field in the portal definition. If you leave this field blank, the browser window title is taken 

from the Portal Name field. 

• PeopleTools portal technology now implements caching for individual pagelets. You can 

also control whether the user is able to refresh the pagelet manually. 

• When you use a pagelet to present an existing PeopleSoft application page that’s 

documented in the accompanying PeopleBooks, you can configure the pagelet to display 

its own help button, which will invoke the same help link and display context-sensitive 

help, either PeopleBooks or your own HTML documentation. 

• We have added a new configuration property to improve the session timeout behavior 

when using the portal byPassSignOn feature. 

• We have added a property that allows you to produce more detailed error messages in 

the application server log file. 


• New in PeopleTools 8.44, a web profile is a named group of configuration settings that 

the portal applies throughout a PeopleSoft system to control all portal-related behavior. 

Web profiles replace and enhance the settings that were previously configured by editing 

several text files. They use a PeopleSoft page interface that makes the configuration 

process easier, more versatile, and more straightforward. 

• You have the option in PeopleTools 8.44 to use menu folder navigation. By implementing 

menu folder navigation, you change the behavior of a folder’s menu name in the 

navigation pagelet. Instead of expanding the menu to reveal its child entries, clicking the 

menu name opens a specified content reference in the target content region and expands 

the menu to show the navigation path to that content reference. 

• PeopleSoft portals store content references based on their URLs, so you can’t register 

two content references that specify the same URL. Content reference links overcome this 

limitation by enabling you to define multiple menu items that invoke a given URL. A 

content reference link enables you to connect users to an existing content reference 

using a different navigation, possibly with different properties in effect than on the 

original. 

• Content reference attributes provide a framework to specify and store freeform 

information about a content reference. For example, you can use content reference 




January 2007 

attributes to specify and store keywords, help information, and related links for content 

references. 

• In PeopleTools 8.44, you can now base non-inherited object security on roles as well as 

permission lists. You can specify any combination of roles and permission lists to provide 

content reference or folder security. 

• Use the Portal Security Synchronization page to reinstate the correct security 

relationships between objects in the portal registry after you copy a project that contains 

portal objects. The Portal Security Synchronization page enables you to execute the 

Application Engine program PORTAL_CSS from the standard menu navigation. 

• The PeopleSoft system provides several automated queries for retrieving content 

reference security details, menu security details, menu item details, and folder structure 

information. In the security administration components, you can use query links to 

discover the content references to which a given user, permission list, or role has access. 

• You can anticipate the unavailability of pagelets by specifying a timeout period during 

which each pagelet must load. This improves portal homepage performance by enabling 

the system to present the homepage quickly in spite of an individual pagelet's 

unavailability. 

• Because of numerous small enhancements, PeopleTools 8.44 caching functionality is 

easier to implement, more versatile, and more efficient than in previous releases. 

• JSR 168 is a standard for portals running in a Java 2 Platform, Enterprise Edition (J2EE) 

architecture. It is designed to enable portlets and portals from different vendors to 

interoperate. The PeopleSoft portal includes a new portlet engine to manage the 

registered portlets that are defined according to the JSR 168 standard. 


This section discusses changes and enhancements in the following areas for Internet 

Technology: 

• Portal Caching has been added to PeopleSoft Internet Technology. Web server-based 

navigation caching boosts performance considerably by automatically storing cached 

data on the web server as users select items from the navigation menu. This form of 

caching ultimately saves unnecessary calls to the application server. 

• A new Cache Menu property has been added to the Web Server section of the Web 

Profile Caching page. Select to enable web server-based navigation caching. 

• Portal security improvements include a safeguard when retrieving secure HTTPS 

content, and a new option to remove nonexisting roles and permission lists from folders 

and content references. 

• Previously, users had to manually add any new permission lists to Worklist type content 

references to allow users to access the worklist menu and link. A new URL type “Worklist 

URL” has now been created to enable you to enter the required component information. 

This, in turn, will synchronize security. 

• When a page is generated, the browser now issues timeout warnings every 20 minutes. If 




January 2007 

a large attachment takes longer than 20 minutes to upload, a warning will be displayed, 

and the user is required to click the OK button to keep their session alive. 


• With Enterprise PeopleTools 8.46, Portal technologies will provide support for: 

• Consuming portlets using WSRP technology (Web Services for Remote Portlets). 

• Producing WSRP portlets through Pagelet Wizard. 

• WS-Security for single-signon with third party applications. 

• In Enterprise PeopleTools 8.46, the portal has been enhanced to provide complete 

support for the Java Portlet API (JSR168). This feature allows you to take existing java 

portlets and install them into the PeopleSoft Java Portlets (JSR168) container thereby 

significantly reducing the portal integration costs and creating a seamless user 

experience. 

• Pagelet Wizard is a technology that allows you to build and deploy pagelets in an easy 

point-and-click fashion from both PeopleSoft and non-PeopleSoft data sources. This 

feature will now be offered as part of the Enterprise PeopleTools portal, with some slight 

modifications and enhancements. 

• Navigation pages provide a user-friendly navigation tool in the form of task-driven pages 

that provide intuitive access to pages needed to complete business processes. These 

navigation pages can be configured to incorporate the use of icons to further increase the 

ability to intuitively navigate tasks. 

• PeopleSoft Navigation Collections enable you to create custom navigation pages for 

specific user roles, departments, or logical groupings of work. Once created, a Navigation 

Collection can be published as a navigation page or navigation pagelet for use on a user 

home page. 

• A new property IgnoreParamTempl has been added to the configuration.properties file 

that allows you to to specify any additional content reference URL parameters that you 

have appended to the query string but have not registered in the portal registry. 

• Support for portal logging has been enhanced and is centralized in a single 

logging.properties file. You now can configure where and at what level you can log into 

the console. 

• A new web profile custom property IDDA has been added to log issues such as when 

exceptions occur, when states are lost, or when the number of cookies is over 20. 


• Portlets produced through the Enterprise Pagelet Wizard in Enterprise PeopleTools 8.47 

will run in the Oracle Portal. Oracle Portal provides a complete and integrated framework 

for developing, deploying, and managing enterprise portals. It enables secure information 

access, self-service publishing, online collaboration, and process automation. Oracle 

Portal's solid portal platform ensures security, scalability, and high availability, enabling 

you to conduct business more efficiently with customers, partners, and suppliers. 




January 2007 

• Two new options have been added to the General Settings page to enhance the 

integration of the PeopleTools and Enterprise Portal navigation. One option allows you to 

choose to display the menu title in the pagelet, and the other sets the number of header 

frame rows. 

• In Enterprise PeopleTools 8.47, you can configure the focus of the browser to be either 

on the Save button or the first control of the page when the user saves a component. 


• WSRP technology was enhanced to include increased WSRP-producible content (most 

PeopleSoft pages can be WSRP-produced), an additional WS-security option, and 

changes to Pagelet Wizard to support WSRP. 

• You now have the option of integrating PeopleTools 8.48 and Oracle Portal 10.1.4, to use 

the WSRP capabilites within Oracle Portal 10.1.4. 

• Pagelet Wizard has been enhanced to provide users with increased functionality in 

customizing and maintaining pagelets. Additionally, DataTypes designed for retrieving 

data from external sources have been migrated from the Enterprise Portal into core 

PeopleTools. 

User Experience Design 


• Navigating the PeopleSoft Internet Architecture has been improved with left-hand 

navigation, an expandable folder structure. 

• You can now create and manage your own list of bookmarks to folders and content 

references with the Add to Favorites and Edit Favorites features. 

• You can use My System Profile and My Personalizations to control and save your use 

and display preferences. 

• Click Change my Password to access the page where you can change your password 

information. 

• Users can choose from three accessibility modes from General Options in My 

Personalizations. 

• Searching has been enhanced by the introduction of search operators. Operators allow 

you to search on limited amounts of information or to conduct searches with specific 

values. 

• You can now save the specifics of a search using the Save Search Criteria feature. 

• You can now personalize grid data by customizing characteristics such as the order of 

the columns, the sort order, and so on. 

• In addition to personalizing the grid data, some grids also enable you to download the 

grid data to a Microsoft Excel spreadsheet. 




January 2007 


• PeopleTools now supports auto prompting on lookup pages. When the user selects the 

prompt lookup button, the application server automatically returns all values for that field 

up to 300 rows. If necessary, the user can refine the search further by entering partial 

data in the Search By field. For very large tables you can turn this feature off. 

• We have improved the way the download to Microsoft Excel feature works for grids. Now 

all active, unhidden rows are downloaded to Excel when the user selects the Download 

button from the grid header bar, regardless of how many rows are visible on the screen. 

In previous releases, users were required to select the View All link to ensure that all 

rows would be downloaded. 

• A new timeout warning informs users when their browser session is about to expire. 

• The functionality of viewing rows for grids and scroll areas has been modified to provide a 

more organized way to access information. A View All threshold has been added to view 

the data in manageable pieces. 

• PeopleSoft has added an option to Personalizations that enables the power user to have 

more control over the expert entry feature. 


• PeopleSoft now offers spell check for edit boxes and long edit boxes on a page. This 

utility includes system and personal dictionaries. 

• Users can now activate a push button or hyperlink on a PIA page using the ENTER key 

where set by the developer in PeopleSoft Application Designer. Cursor focus need not 

be on the button or link to activate it. 

• Previously, the save confirmation was not visible to users after clicking the save button at 

the bottom of a long page. In 8.42 the “Saved” message is now visible under the menu 

bar regardless of where your focus is on the page. 

• You can now preview pagelets in the portal from the Personalize Content page. 


• For the 8.43 PeopleTools release, we’ve made small changes that are specific to the 

display of certain browser elements. These settings are in the form of new 

personalizations. 

• A PeopleBook Enhancement, "Browser Limitations," is available on Customer 

Connection. This document is a trouble shooting guide for known issues relating to 

PeopleSoft supported web browsers. 


There are several enhancements to the underlying architecture of PeopleTools 8.44 that 

increase end user productivity and improve the PeopleSoft user experience overall. These 

features include: 

• Page customizations 




January 2007 

These enable users to tailor their transaction pages to specific business processes and 

personal data entry style. A Customize Page option is available for most pages. 

• Grid customization sharing 

The existing grid customization page has been enhanced to include the ability for users 

to share their customization settings with other users or to copy and use the 

customizations created by another user. 

• Copy URL 

This setting copies the current page URL to the clipboard. 

• New look 

Enhancements have been made to the signon page, the menu pagelet, and various icons 

throughout the system to make them more visually appealing. Content references and 

menu items appear more prominently in the menu pagelet, and they are more easily 

accessible. 

• Language support 

The PeopleSoft system now supports both Polish and Bahasa Malay. 


Included in this PeopleTools release is a set of user interface changes resulting in minor 

improvements to basic user interaction with specific user interface elements and in the fitand-finish 

of the user interface. Cumulatively, these changes have had a positive effect on 

the user experience measured during usability testing. 

These usability enhancements include: 

• Simplified calendar usage. 

• Additional location for adding pages to the My Favorites menu. 

• Enable Mobile Users to Add and Edit Rows from a Grid. 

• Enhanced search pages, including case-sensitive search, and maintaining field 

selections on search pages. 

• Recommendations are given for signing out of PeopleSoft which help to ensure data 

security. 

Global Technology 


• The PeopleTools international language architecture includes international preference 

settings, related language tables, translation features, international formatting, time zone 

support, currency support, support for numerous character sets, and support for global 

reporting features. 

• In PeopleTools 8.4 several additional pages have been added to the Translation pages to 




January 2007 

simplify translation 

• The international preference settings have been enhanced with the release of 

PeopleTools 8.4 with an improved centralized user interface that allows users to control 

the language in which they view and use the PeopleSoft system, as well region-specific 

formatting conventions for dates, times, and numbers. 

• A major new enhancement in PeopleTools 8.4 is the introduction of the Multi Language 

Entry feature which enables multilingual users to maintain language-sensitive data by 

switching from one language to another while working on a page. This means that they 

can conveniently maintain related language tables without closing the page and changing 

the signon language setting. 

• Sorting has been significantly improved with the release of PeopleTools 8.4 and you can 

now choose to sort translation table values with non-English characters (such as 

accented letters) instead of binary sorting. 

• The Verity locale map provides an externalized map between PeopleSoft language codes 

and Verity locales, allowing companies to add their own language codes. 


• PeopleSoft has added new translation pages that enable you to translate application 

data, such as system and customer data. 

• New Mobile translation pages have been added that enable you to translate Mobile 

Technology pages, including field labels and label Ids. 

• The Translate Message page now contains range fields that enable you to specify a 

range of messages within a message set to translate. You still have the option to select 

and work with all messages within a message set. 

• PeopleSoft has added a new Spell Check Language field to the Manage Installed 

Languages page that enables you to specify default spell check languages for language 

codes. The spell check language selected for a language code is the default spell check 

dictionary that is associated with that language when the user signs on to the system. 

• PeopleSoft downloads query results to a file in comma separated value format (CSV). 

PeopleSoft has added a new Windows Character Set field to the Manage Installed 

Languages page that enables you to select a Windows character set for a given 

language code to encode the query results. 


You can configure Verity to enable searching in Hebrew. 


• Support for Polish and Danish has been added. 

• In this release, Unicode 3.0 on a Sybase database is supported. This enables you to 

store all PeopleSoft-supported languages in one database. 

• Unicode Support for Crystal 9 allows you to run a single Microsoft Windows batch server 




January 2007 

for all languages while maintaining language-specific output 

• Support for international PDF Output from SQR has been improved, allowing you to 

generate Easter European and Thai languages in PDF report output out of the box. 


• PeopleTools 8.45 supports Unicode 3.0 on a DB2 UDB for OS/390 and z/OS database. 

• In this release, SQR supports the CCSID935 (Simplified Chinese) and CCSID937 

(Traditional Chinese) character set encodings. 

• In this release, HTML output from SQR is always encoded in UTF-8, which provides 

better internationalization support for HTML output from SQR. 


• Enterprise PeopleTools 8.46 provides bidirectional support that enables you to use rightto-left 

oriented languages, such as Arabic and Hebrew. In addition, PeopleTools 8.46 is 

delivered with Arabic. 

• Enterprise PeopleTools 8.46 supports eight additional languages: Finnish, Norwegian, 

Russian, Thai, Czech, Hungarian, Arabic, and Korean. 

• Verity basic locales moved to universal (uni) locales. This change requires you to rebuild 

collections with the uni locale if they were previously built in one of the affected Verity 

locales. 


• A new Translate Analytic Model page enables you to translate short and long 

descriptions for Analytic Calculation Engine (ACE) analytic model ID definitions into a 

specific target language. 

• The SendMail function now supports non-ASCII display names. 

• You can now run COBOL in a z/OS Unicode environment. To run the PeopleSoftdelivered 

COBOL programs in the z/OS environment against a Unicode database, you 

must use the PeopleTools COBOL Conversion Utility for z/OS. 

• With DB2 z/OS Unicode databases running on Enterprise PeopleTools 8.47, the default 

data type for a Long Character field definition is VARGRAPHIC, as opposed to Large 

Objects (LOBs) in Enterprise PeopleTools 8.45 or 8.46. 

• For PeopleTools 8.47 the currency codes for Azerbaijan and Romania have been 

replaced with new codes. 


• Several new translation pages are provided for new managed objects. 

• Starting with PeopleTools 8.48, the Currency Code table (CURRENCY_CD_TBL) is 

sample data, similar to the timezone table. 




January 2007 

PeopleSoft Application Engine 


• The Program Flow view in Application Designer shows an alternative way of displaying 

your Application Engine programs, making them easier to develop and debug. 

• You can now view PeopleSoft pages reflecting your program’s temporary table usage, 

online instances and warning messages. 

• To facilitate the conversion of existing COBOL programs to Application Engine programs, 

you can now call Application Engine programs from existing COBOL code. You do this by 

adding a copybook to your COBOL program and assigning copybook values. 

• PeopleSoft Application Engine has a new daemon process, called PSDAEMON, which 

runs continuously when the Process Scheduler is running, and is intended for recurrent 

jobs. It polls the system checking for certain conditions to be true for events and when 

true, it schedules a process to handle the event. 

• New Transform programs have been added to Application Engine to support XSLT 

transformation programming. 


The Application Engine function %ExecuteEdits has been extended to allow you to override 

the default system date with the selected field from a joined table. 


• When restarting a suspended Application Engine Program, PS_AE_RUN_CONTROL has 

been replaced by PS_AERUNCONTROL. 

• In Enterprise PeopleTools 8.45, PeopleSoft uses a file instead of a table to pass 

parameters from COBOL to the Application Engine programs. The location of this file 

depends on whether the root directory or output directory in the application server is 

defined. 


In Enterprise PeopleTools 8.46, we have enhanced the printing capabilities in Application 

Designer when creating Application Engine programs, providing a more robust interface to 

print program and flow definitions. 


The maximum allowable number of state records that may be used in an Application Engine 

program has been increased from 100 to 200. 

Integration Tools 

The integration tools area contains these new feature lists: 

• PeopleSoft Integration Broker. 




January 2007 

• Integration Utilities. 

• Workflow Technology. 

• PeopleSoft MultiChannel Framework. 

• PeopleSoft Business Interlinks. 

• PeopleSoft Component Interfaces. 

• PeopleSoft Mobile Agent. 

PeopleSoft Integration Broker 


• By leveraging standard internet technologies such as Extensible Markup Language 

(XML) and Hypertext Transfer Protocol (HTTP), PeopleSoft Integration Broker delivers a 

set of server-based technologies that supports true internet systems integration. These 

technologies streamline the integration of PeopleSoft applications with other PeopleSoft 

applications, internal systems, electronic marketplaces, and customer trading partner 

systems. 

• Integration Broker is comprised of two high-level subsystems, the Integration Gateway 

and the Integration Engine. 

• The Integration Gateway is a platform that manages the actual receipt and delivery of 

messages passed among systems through the Integration Broker. It provides support 

for the leading TCP/IP protocols used in the marketplace today, and more 

importantly, provides extensible interfaces for the development of new connectors for 

communication with legacy, Enterprise Resource Planning (ERP), and internet-based 

systems. 

• The Integration Engine runs on the PeopleSoft application server. It's tied closely to 

your PeopleSoft application, and produces or consumes messages for the 

application. Rather than communicating directly with other applications, the 

Integration Engine sends and receives messages through one or more separately 

installed Integration Gateways. 


• PeopleSoft Integration Broker now requires encryption of the database administrator 

passwords that you enter in the IntegrationGateway.properties file. 

• PeopleSoft Integration Broker includes a Java utility for encrypting passwords, which you 

launch from a provided script called PSCipher. 

• The gateway refresh procedure has been improved. If you make changes to the 

IntegrationGateway.properties file while the server is running, you can click the Refresh 

button on the Gateways page, and PeopleSoft Integration Broker reapplies all entries in 

the configuration settings to the gateway without rebooting, including your changes. 

• With PeopleTools 8.41, the lookup feature for the Hub Node field on the Node Definitions 

page now produces a list of all defined nodes except the default local node. 




January 2007 

• PeopleSoft Integration Broker now provides a transform test utility which you can use to 

test and debug your Application Engine transform programs without actually sending a 

message. 

• If you need to periodically refresh the in-memory queues for asynchronous messaging, 

you can tailor the frequency of the refresh to fit your situation, using a setting in the 

configuration file for the current PeopleSoft application server domain, PSAPPSRV.CFG. 

• You can archive message instances one at a time from the Message Details or 

Synchronous Details component. 

• The SendMaster messaging utility delivered with PeopleTools enables you to test 

messaging interactions with PeopleSoft and third party Web servers, application servers, 

and integration gateways. In addition to the version installed with the PeopleSoft Internet 

Architecture (PIA), SendMaster is now also installed as part of the base PeopleTools 

installation on NT systems, so you can use it without having to install an integration 

gateway. 

• In the current release, the JMS target connector includes a property with which you can 

override the default timeout value for individual nodes. 


• You can ping a remote node to determine its status and availability for messaging from 

Integration Broker Monitor, SendMaster, or SimplePost in PeopleSoft Integration Broker. 

• The PeopleTools 8.42 release includes a new connector, the GetMail target connector, 

which replaces the deprecated POP3 target connector. The GetMail target connector 

provides all of the same functionality as the POP3 connector, and includes major 

enhancements designed to support the new PeopleSoft Multichannel Framework. 

• In PeopleTools 8.42 there is a new feature for applying transformation programs on the 

gateway. This feature supports transformations written in Extensible Stylesheet 

Language Transformation (XSLT) code. You can apply XSLT transformations at any 

gateway that handles the message you want to transform. 


• The Message Channels Properties dialog box has been redesigned. The Best Effort 

option is not implemented, so quality of service is always Guaranteed. If PeopleSoft 

Integration Broker fails to deliver a message, it retries until the time-out period expires. 

Then it marks the message as Timeout in Integration Broker Monitor. Once the target 

system is ready to receive the message, the system administrator can resubmit any 

message that timed out. 

• Administrators can now obtain detailed performance information around integration 

points, enabling them to see exactly where their system is spending its time. This 

enhancement is available to all PeopleSoft applications, and enables an administrator to 

determine the source of bottlenecks, reducing administration time and enabling increased 

system performance to be obtained. 

• The application server configuration features a new External Configuration option to 




January 2007 

increase asynchronous message processing performance. 

• A new throttling enhancement: 

• Provides mechanisms to throttle the number of dispatched messages from a given 

dispatcher to its associated handler(s). 

• Provides an internal threshold limitation based on Tuxedo queue size to avoid queue 

saturation and degraded performance. 

• A logging option has been added to the Messages page for a transaction that enables 

you to select the level of information logging for synchronous messages. 

• The integrationGateway.properties file is now delivered with default transformation 

properties. To set the properties all you need do is uncomment the properties, enter the 

appropriate values, and save the file. 

• When a message is published to a non-peopleSoft system, it now includes the IBInfo 

header, which is the routing envelope used by PeopleSoft Integration Broker. 

• You can now access the Simple Post utility using a Java API, in addition to accessing it 

using a command line. 

• The Simple Post utility reads any file format for incoming messages and converts them to 

UTF-8 to send to the integration gateway. 

• Simple Post has a new encoding option that allows for the data to be compressed or 

base64-encoded. 

• Beginning with the PeopleTools 8.43 release, when you create a Send Master project, 

you also select the project type, rather than first creating a Send Master project and then 

later selecting the project type. 

• In addition, a new project type, MQSeries, has been added that enables you to post 

synchronous and asynchronous messages to MQSeries queues to test your 

implementation of the JMS listening connector. 

• The HTTP Listening Connector now accepts compressed and base64-encoded data. 

• You can use the Integration Broker Monitor to ping the Simple File Target Connector. 

• With this release you can use a PSCipher utility to generate encrypted JMS target 

connector passwords in the integrationGateway.properties file. 


• The Integration Point Setup Wizard is a new feature that guides you through the process 

of setting up point-to-point integrations. You can use the Integration Point Setup Wizard 

to create synchronous, asynchronous, and asynchronous-to-synchronous integrations. 

• The Integration Point Viewer is a new read-only tool that enables you to display a pointto-point 

view of an integration to validate its structure and confirm that the associated 

objects are active. Depending on the integration setup and the transaction type, the 

Integration Point Viewer can provide direct links to the node definition, the transaction, 

and the relationship. By using these links, you can view additional information and make 




January 2007 

modifications. 

• The PeopleSoft system provides a set of tools for automated EIP testing. You can 

perform automated EIP testing to unit test, perform cross-application business process 

testing, or regression test EIPs. 

• You can create inbound and outbound integrations with third-party systems using Web 

Services Definition Language (WSDL). PeopleSoft Integration Broker enables you to: 

• manually import WSDL, through a file or URL, to create synchronous and 

asynchronous integrations 

• use ERP adaptors from Actional SOAPswitch to generate WSDL from SAP, Oracle, 

and Siebel systems and then generate integration points. 

• use the Publish EIPs link to to generate WSDL for PeopleSoft message or 

component interface definitions. This enables third-party systems that can handle 

WSDL to access the given interface by using SOAP over HTTP. 

• use the WSDL Repository to access all existing WSDL files imported into the 

PeopleSoft system. You can view service details as well as the contents of WSDL 

documents. 

• use the WSDL Operation Wizard enables you to create PeopleSoft Integration Broker 

metadata, such as channels, nodes, and node transactions from imported WSDL files 

for use in the PeopleSoft system 

• Enhancements to the setup, administration, and maintenance of PeopleSoft Integration 

Broker improve message monitoring, batch archiving of messages, failover, and dynamic 

connector properties. 

• Enhancements to PeopleSoft Integration Broker failover provide support for prioritized 

multiple backup domains, heartbeat timeout levels, and email alerts, all of which improve 

the robustness of integration architecture in larger implementations. 

• Enhancements to PeopleSoft Integration Gateway provide support for password 

encryption, accessing the properties file through a PeopleSoft page, and improved FTP 

target connector utility. You can also capture request contents and secure files during 

processing. 

• The integration gateway has been enhanced so that you can run it behind a third-party 

load balancer product. Load-balancing enables you to increase gateway performance by 

distributing processing among multiple gateways. 

• Send Master enhancements include: 

• Ability to save response data to disk 

• HTTP(S) enhancements, including the use of HTTP 1.1, proxy server support, and 

keystore support. 

• Ability to gather processing performance statistics when working with PeopleSoft 

Integration Broker MIME projects. 

• Send Master returns statistics relating to processing on the application server and 




January 2007 

gateway, as well as response processing. 

• An EIP Testing (Batch EIP) project type that enables you to test batches of 

messages from a file directory that you specify for automation testing and enables 

testing of different transaction values. 

• With the release of PeopleTools 8.44, Message monitoring enhancements enable 

administrators to have better visibility into the runtime status of messages and error 

conditions. This leads to speedier resolution of problems. 

• You can specify an external message ID to uniquely identify an inbound message 

received in PeopleSoft Integration Broker. This ensures that no duplicate messages are 

delivered to the system. 


• The ability to create integrations from Oracle to PeopleSoft is now supported. See the 

iWay SOAPswitch Oracle Adapter guide for additional information. 

• In the Integration Broker Monitor, a new search functionality has been added to the 

Statistics page. 

• In the Integration Broker Monitor, on the Message Details Page, a new search option, 

Last Update Date/Time, has been added that returns message based on the date and 

time they were updated. 

• In the Integration Broker Monitor, the Error Notification page features a new URL field, 

where you can enter the PeopleSoft Pure Internet Architecture URL to provide for error 

notification by means of email. The URL of the current web server is populated in this 

field by default. 

• The Integration Point Viewer now lists messages to select based on the node and 

tranaction type selected, rather than listing all messages from the table. 

• The Integration Point wizard pages have been changed to improve usability. 


• Integration Broker setup and administration has been greatly simplified. The Integration 

Broker Quick Configuration page provides a centralized area for you to perform or link to 

Integration Broker configuration tasks. 

• Integration Broker will automatically validate the Gateway URL and load the connectors. 

• PeopleSoft nodes can now be set up using a simple grid interface as opposed to having 

to edit the gateway properties file manually on the web server. This greatly simplifies 

PeopleSoft node setup and allows you to avoid unintuitive tasks such as password 

encryption. 

• This PeopleTools release enables you to configure dispatchers as master dispatcher or 

slave dispatchers. A master dispatcher can allocate processing to one or more slave 

dispatchers, thereby increasing message-processing throughput. 

• The way that you create message segments has been changed to enhance system 




January 2007 

performance and message exchange, especially when you are working with large 

messages tha exceed one gigabyte. 

• Another performance enhancement is the ability to use multi-threading to send groups of 

messages in parallel. 

• WSDL generated from PeopleSoft messages and component interfaces will be compliant 

with the Web Services Interoperability Basic Profile 1.0 (WS-I) specification. In addition, 

SOAP messages exchanged at runtime will also be WS-I compliant. 

• PeopleSoft Integration Broker will provide web services security (WS-Security) that will: 

• Enable applications to construct secure SOAP message exchanges. 

• Associate security tokens with messages. 

• Third-party application developers will be able to programmatically access information 

about PeopleSoft web services through the web services introspection API. This API will 

allow two basic functions: 

• A call to get a list of all web services in the system. 

• A call to get the WSDL for a particular web service. 

• PeopleSoft Integration Broker will provide three connectors, for listening, response, and 

target, for use with Applicability Statement 2 (AS2) specification. You can use the AS2 

listening and target connectors to transport any kind of data including, but not limited to, 

XML, EDI, text, and binary data. The AS2 response connector is used for handling 

Message Disposition Notifications (MDNs). 

• When external systems send inbound transactions consisting of flat files, you can use the 

Inbound File Loader utility to translate the incoming files into messages and process 

them. 


• For Enterprise PeopleTools 8.47, we are continuing to focus on the interoperability 

between Enterprise Integration Broker and Oracle BPEL Process Manager, an effort 

carried forward from PeopleTools 8.46. 

• PeopleTools 8.47 supports using Oracle Application Server (OAS) as a Java Messaging 

Service (JMS) provider when using the JMS listening connector and the JMS target 

connector. 

• In Enterprise PeopleTools 8.47, if a JMS queue or JMS topic on which the JMS listening 

connector is listening becomes unavailable, the JMS listening connector will try to 

reestablish connection to that queue or topic. 


• PeopleTools 8.48 features a services-oriented architecture for integrations. Users create 

services and service operations that contain message, routing information and 

processing logic. You create processing logic using application classes and then 

associate the logic to service operations using PeopleCode handlers. Users then use 




January 2007 

wizard-driven pages for generating, providing and consuming WSDL with integration 

partners. 

• In this PeopleTools release, transaction IDs, which uniquely identify transactions, replace 

publication IDs (pub IDs) from previous PeopleTools 8.4x releases. 

• Beginning with this PeopleTools release you now create and manage messages and 

queues (formerly message channels) using a PeopleSoft page. 

• You can now create container messages and add one or more message parts to the 

container message. 

• Several enhancements were added to services security, including the addition of web 

service security (WS-Security) and a unique transaction ID in a web sercies addressing 

(WS-Addressing) SOAP header. 

• The Integration Metadata Backport utility enables you to backport a limited amount of 

PeopleTools 8.48 integration for use with prior PeopleTools 8.4x systems. 

• PeopleTools 8.48 supports integrations with BPEL process-based services. 

• PeopleTools 8.48 supports creating services from PeopleSoft component interface 

records and their corresponding methods. 

• The Node Definitions page features a new Default User ID field that is used web services 

security. If a web service request comes into the system without a user ID specified, the 

system checks the default user ID specified. If that user ID has clearance in the 

PeopleSoft system, then PeopleSoft honors the request. 

• The Node Definition page features a WSIL URL field used in conjunction with 

introspection and deployment validation on external nodes. 

• The IB Throttle Threshold field enables you to enter a value to limit the number of 

requests sent to the node per dispatch. 

• The Node Definitions page displays new External User ID and External Password fields 

when enabling WS-Security on external nodes. 

• When creating XSLT transformation programs you can launch the Oracle XSL Mapper 

from an XSLT step in an application engine transformation program. 

• PeopleSoft Integration Broker provides a DMS handler type that serves as a bulk loader 

to insert data. This handler is available when working with async one-way service 

operation types that contain rowset-based messages. 

• PeopleSoft Integration Broker supports the ability to create dedicated slave pub/sub 

servers called static slaves, where users can create domain(s) with nothing but dedicated 

slave pub/sub servers. 

• If an outbound synchronous request fails you can throw a framework exception leading to 

a message box error and subsequent component roll back of the transaction. 

• A new PSADMIN parameter, Load Balance Interval, enables you to resubmit failed 

transactions for processing. 




January 2007 

• The same PSADMIN parameter used to resubmit failed transactions, Load Balance 

Interval, can be used to configure queue load balancing. 

• Several target connectors delivered by PeopleSoft are now segment-aware and can be 

used when sending message segments to integration partners. 

• The AS2 listening connector and target connector implement correlation IDs in message 

disposition notifications (MDNs). This enhancement applies to asynchronous messages 

only. 

• The HTTP target connector features a new property call SOAPUpContent that wraps 

outbound message content in SOAP format. This connector is also now segment-aware. 

• PeopleSoft provides you with the ability to create inbound and outbound integrations with 

enterprise resource planning (ERP) systems. These integrations are accomplished using 

a combination of PeopleSoft Integration Broker and adapters included in a third-party 

tool, iWay SOAPswitch. IWay SOAPswitch is an installation option during the 

PeopleTools installation. 

• iWay SOAPswitch 5.5.3 includes an enhanced Oracle Applications Adapter that now 

enables you to expose any stored procedure or customer table as a web service. Prior to 

this release the Oracle Applications Adapter enabled you to integrate only using interface 

tables. 

• For PeopleTools 8.48, PeopleSoft has upgraded to new versions of Apache Xalan and 

Apache Xerces. Apache Xalan is an XSLT processor for transforming XML documents 

into HTML, text, or other XML document types. Apache Xerces is an XML parser. 

• With this PeopleTools release flat file processing using service operations has replaced 

processing using messages. 

• With this PeopleTools release the runtime message schema validation capability that 

existed in the Message Schema Builder in previous PeopleTools 8.4x releases has 

moved to the new Services Schema Validation component. 

• All Integration Broker security is now based at the service operation Level. Queue 

security, formerly channel security, has been eliminated so the Queue Status component 

will allow any user to run or pause queues. 

PeopleSoft Integration Utilities 


• In PeopleTools 8.4, you can take advantage of file layouts to move data between your 

PeopleSoft database and external systems (data interchange), using flat files as the 

transmission medium. 

• You can use file layouts to export hierarchical PeopleSoft data to several flat file formats. 

• You can use file layouts to map incoming hierarchical file data directly to PeopleSoft 

tables. 

• You can use file layouts to preview and troubleshoot the input data and its formatting 




January 2007 

before importing it. 

• You can use file layouts to automatically generate the Application Engine and 

PeopleCode programs needed to perform data import. 

• You can use file layouts to use batch processes to perform large volume data import and 

export. 


• PeopleTools 8.43 adds parsing support in “preview” mode and runtime for all commaseparated 

value (CSV) types. 

• This release adds parsing support for Excel CSV specifications. 

• When importing a file into a PeopleSoft database and no decimal place is specified for 

numeric values in the file, if the new option Imply Decimal Place is selected, the system 

will add a decimal place to numeric values based on the decimal value specified in the 

field definition. 

• When creating a CSV or XML file using the File Layout definition in the PeopleTools 8.43 

release, the system automatically pads the decimal places with zeros when amounts do 

not have values beyond the decimal point. 


• EDI Manager will become a deprecated product with the next major PeopleTools release. 

• New parameters have been added to the Simple Post utility. 


• A new Integration Broker Event Tester allows developers to test messages, subscription 

PeopleCode, or any Integration Broker event in the web browser. Using this feature 

requires no setup of a receiving database and no “publish and subscribe” server 

processes configured and booted on the application server. 

• You will be able to use a new Schema Builder to generate message schemas and 

validate messages against message schemas for rowset-based and nonrowset-based 

messages. During schema validation, PeopleSoft Integration Broker will check inbound or 

outbound messages at runtime to ensure that the XML structure is valid according to the 

specified schema. If Integration Broker encounters any invalid messages, it will generate 

errors and notify you of any discrepancies. 

• The Schema Tester Utility enables you to validate rowset-based and nonrowset-based 

messages against message schemas during development to determine if messages 

adhere to defined message schemas. 


• The Integration Broker Handler Tester replaces the Integration Broker Event Tester in 

PeopleTools 8.48. The Handler Tester allows developers to test service operation 

handlers. Using this feature requires no setup of a receiving database and no publish and 

subscribe server processes configured and booted on the application server. 




January 2007 

• The Generate SOAP template utility enables you to create a SOAP template for any 

service for which WDSL has been generated. This SOAP template can then be used in 

the Handler Tester, Transformation Tester or Send Master to test SOAP messages. 

• The following enhancements have been made to Send Master: 

• Headers are changed to reflect service operations. 

• Support for additional IBInfo Headers fields. 

• Support for testing attachment functionality as provided in PeopleTools 8.48. 

• Support was added for testing JMS messages with Oracle Application Server as JMS 

provider. 

• Support for topics has been added for JMS messages. 

• Ability to test PeopleTools 8.48 as well as previous versions. 

Workflow Technology 


• This release of PeopleSoft Workflow includes major enhancements for ad-hoc Workflow 

notifications, including a Notify toolbar button that can be added to any PeopleSoft 

component, and notification templates that can incorporate values from a component 

page as well as pre-defined text. 

• This release of PeopleSoft Workflow supports the Blackberry pager system. 

• The combination of Generic Templates and PeopleCode application classes can be used 

by application developers to extend the delivered notification features for a specific 

application. 


You can set up access to PeopleSoft pages in Workflow so that you can view them through 

activity guides, or through standard PeopleSoft menu navigation. 


• When you create a worklist routing for an activity, you can use worklist records to control 

what fields of information the system stores for each work item and in what order the 

work items appear. 

• You can now filter by user when searching on the Worklist Detail and Worklist Summary 

pages. 

• There is a new option, named Delete Pooled WL When Select, which allows the user to 

specify when the pooled worklist is to be dropped from another's queue. 

• With PeopleTools 8.43, items have been added to the results in the search dialog box for 

the Worklist Entry Updates page to help narrow the search for unique items. 

• For PeopleTools 8.43, slight modifications have been made to the reassigned worklist 




January 2007 

item behavior. New options have been added to the Worklist System Defaults page 

concerning the resubmission. 


• In PeopleTools 8.48, PeopleSoft PT_WORKLIST web service enables third-party 

systems to create and monitor PeopleSoft worklist entries using web services. This web 

service provides the capability for the Workflow application to receive a worklist entry 

from an external system for a task that is to be completed by a PeopleSoft Enterprise 

application. When the worklist entry is marked complete, the Workflow application returns 

a reply message to the external system. 

• Use the Web Profile Custom Property, noDefaultSignonForWorkflow to control if a user 

will see the default signon page after clicking a workflow link. When set to true, the 

system disables Public Access for workflow notification URLs. By default, 

noDefaultSignonForWorkflow is set to false. 

PeopleSoft MultiChannel Framework 


• This release offers the PeopleSoft MultiChannel Framework, which includes a unified 

agent console to manage voice (CTI), email, chat and generic interactions. This is 

designed mainly for customer service applications. 

• In this release, the PeopleSoft MultiChannel Framework enables applications to retrieve 

email from a mail server and route the email to users or agents best suited to handling 

them. 

• Applications can now offer "Live Help" request buttons that will initiate a web chat session 

with a user or agent best best suited to help. 

• Applications can now route and queue generic events such as workflow notifications to 

users who are best suited to responding to them. 

• This release includes a "Universal Queue" to queue and route interactions. 

• This release includes a new PeopleCode application package and built-ins to develop 

custom applications on this framework. 

• This release includes new PSADMIN options to enable the MCF servers. 


• Improvements to the Real-time Event Notification (REN) server have been introduced to 

improve security. 

• PeopleTools 8.43 consolidates all REN server administration pages, reducing 

administration time. 

• The HTML chat functionality delivered in PeopleTools 8.42 has been extended to popular 

instant-messaging networks, allowing an external user to participate in a business 

transaction through instant messaging. 




January 2007 

• There are two new parameters for MCF cluster tuning, max_refresh and max_no_reply. 

• In PeopleSoft CTI, when making an outbound call, a URL can now be specified to bring 

up a popup page. 

• In PeopleSoft CTI, when making an outbound call, a context ID is attached to the call 

data, which can be used to relate the outbound call to the PeopleSoft application context. 

• The configuration for setting up Cisco for popup windows has been enhanced with two 

new parameters. 

• In this release, a CTI agent on a Genesys switch system can choose on the agent 

customization page whether to automatically log out when the console is closed. 

• CTI events are now logged in by the MCF logger in addition to MCF events. 

• The PeopleSoft MultiChannel Framework email channel functionality now includes a new 

connector property, MCF_Force_Download_Attachments, which enables downloading 

attachments that might otherwise be interpreted as text, and enables reading of non- 

ASCII attachments. 

• Integration Broker threshold behavior has been changed slightly to make the email 

channel behavior more predictable and to decrease the number of emails that are 

downloaded to the repository. 


• The universal queue API enables applications to determine the properties of a task and 

track its progress through the queue cycle. Administrators can maintain tasks that 

overflow or escalate without regenerating new task IDs. This universal queue API 

enhancement also enables administrators to monitor metrics for agents, tasks, and 

queues. 

• Enhanced real-time event notification (REN) server security conforms to security for all 

browser requests by requiring that server-based REN server clients send an encrypted 

token identifying the REN server permissions of that server or its current user. Posts to 

the REN server from other PeopleSoft servers require the new encrypted token. The 

topics that these servers can use to post events are secured using permission lists 

defined for each server. The encrypted token timeouts in a manner consistent with the 

single-signon token timeout. 


• The PeopleTools 8.45.02 patch supports access to long email attachment URLs from 

PeopleTools 8.44 database records. The PeopleTools 8.45 release uses new records 

that permit longer email attachment URLs than in previous releases. 

• After PeopleTools 8.45, the PeopleSoft CTI agent console applet currently provided with 

PeopleTools will be deprecated and replaced by a JavaScript API. 


• This release includes an update to complete server-side CTI. All CTI functions, whether 




January 2007 

from an agent or a supervisor, are enabled through PeopleSoft pages without any 

dependencies on client-side plug-ins, downloaded utilities, and so on. 

• This release includes an update to the Supervisor Desktop functionality. This includes 

real-time queue statistics that provide a supervisor a complete view of agents, queues, 

and activities in real-time. 

• This release includes an update to the Agent console. The console is now built on a 

Java-script API, allowing for a large range of customization to match the application to 

each individual customer need. 

• This release includes an update to HTML email, such as enhanced handling facilities, 

both for inbound and outbound HTML. 


• PeopleSoft CTI has been enhanced to transmit DTMF data and handle outbound calls 

froms an automated system. 

• A new REN server configuration parameter, “mtu_size” is added in PeopleTools 8.47, 

which improves the performance of REN server communications with the PSMCAPI 

interface. 

• New methods have been added to the JSMCAPI class, the Callback event, and the Line 

Caps method. 


• PeopleSoft MultiChannel Framework (MCF) uses the broadcast function to broadcast a 

notification message. This function is typically used by a supervisor to send a notification 

message to specific recipients based on the parameters that are provided by the sender. 

Broadcast notifications can be sent system-wide, cluster-wide, queue-based, task-based, 

or activity-based. 

• PeopleSoft MCF now enables a secure channel of communication between the clients 

and the REN server by enabling Secure Sockets Layer (SSL) on the REN server using 

OpenSSL. The SSL protocol runs above TCP/IP and below higher-level protocols, such 

as HTTP and IMAP4. 

• In PeopleTools 8.48, PeopleSoft MultiChannel Framework (MCF) uses third-party multichannel 

routing systems to offer a wide range of channels of communication to empower 

PeopleSoft applications, like CRM. In the third-party system, the queue is the logical 

storage unit for representation of a work item and there is no difference between logical 

and physical queue. The third party develops the universal routing system to route email, 

voice, chat, and generic tasks. PSMCAPI provides an interface to the third-party routing 

system that enables communication between various PeopleSoft components and the 

third party. 

• This enhancement enables PSMCAPI/JSMCAPI to extend 'Mute' functionality to the 

Voice channel. The agent can mute the phone, just like pressing the mute button on the 

phone pad, so that the other party cannot hear the voice from the agent side. 

• PeopleSoft MultiChannel Framework (MCF) extends PSMCAPI and JSMCAPI to provide 




January 2007 

statistics interfaces for chat, email, and generic tasks. This enhancement enables 

publishing for chat, email, and generic channels along with voice. 


• The following parameter has been added to the renclient.properties file: 

psmcapi_heartbeats_to_miss. It is the number of PSMCAPI heartbeat intervals to wait 

before removing a non-responsive client. 

• The following sample pages now feature an Error Messages/Information grid where any 

error messages and related information for a process will display: CTI Console, Agent 

Console, and Sample MCF Agent Console page. 

Business Interlinks 


• You can now include custom headers and set proxy authentication in the XML designtime 

plug-in for the pshttpenable runtime plug-in. 

• You can now include the ISO country code in the Session.Connect() method, which 

enables the object adapter to determine the country code to be used during processing. 


• You can specify whether or not redirection will be allowed at a merchant URL. 

• You can write an XML design-time plug-in and set it up on Business Interlinks. 


PeopleSoft Business Interlinks is a deprecated product. Support will be maintained for this 

product, but no new development will be produced for PeopleSoft Business Interlinks. 

Documentation for PeopleSoft Business Interlinks will not be published in future releases 

beginning with PeopleTools 8.45. 

PeopleSoft advises that you use PeopleSoft Integration Broker's synchronous request and 

response functionality in place of PeopleSoft Business Interlinks. 

PeopleSoft Component Interfaces 


• The external API has been replaced with Java object Adapter for COM and C++. 

• You can synchronize Component Interface properties with PeopleSoft Mobile Agent. 

• PeopleCode component interface templates can be generated for the programming 

languages C++, Java, Visual Basic, and PeopleCode. 


PeopleSoft introduces a new session object method similar to the existing connect method, 

connectUsingCountryCd, which passes the ISO country code so that the object adapter can 

determine the country code to be used during processing. 




January 2007 


• For PeopleTools 8.43, there is a new property, OAType (referring to object adapter type), 

which enables you to detect possible data type mismatches between the database and 

the component interface object. 

• In this release, CopyRowset* functions for component interfaces now detect the language 

code on PSCAMA, improving language processing. 


• The Excel to Component Interface utility now supports the uploading of data in multiple 

languages by specifying the PeopleSoft language code in ExcelToCI.exe. 

• Additionally, translated workbooks are available for each delivered language. 

• Other enhancements include the ability to wrap columns on templates that have more 

than 256 columns, and the option to specify an error threshold for each chunk of data that 

is uploaded. 

• The Excel to Component Interface utility has undergone extensive usability and userinterface 

enhancements for this release. 


The Excel to Component Interface utility requires the Visual Basic 6.0 SP5: Run-Time 

Redistribution Pack and MSXML (Microsoft XML Parser) 4.0 Service Pack 2. This utility is 

available only for Microsoft Office 2000 and specifically needs the Microsoft XML parser, 

msxml4.dll. 


Starting with Enterprise PeopleTools 8.46, the message node is now available for component 

interfaces. If you have defined SOAPTOCI against multiple nodes, a row for each node 

appears for each component interface. 


Enterprise PeopleTools 8.48 enables you to validate component interfaces. Validation 

ensures that a component interface's structure is still valid. 

PeopleSoft Mobile Agent 


• As part of PeopleTools 8.4, PeopleSoft Mobile Agent extends the functionality of the 

component interfacesto define synchronizable component interfaces, the building blocks 

of mobile pages. Developers are now able to define pages similar to PeopleSoft Internet 

Architecture pages to appear on mobile devices. 

• As a runtime environment, PeopleSoft Mobile Agent supports applications ported to 

mobile devices, such as PeopleSoft CRM Mobile Sales and PeopleSoft CRM Mobile 

FieldService. These applications allow mobile users to work with the data they need in 

the field using the familiar PeopleSoft 8 look and feel, and then to synchronize their 




January 2007 

updates with their network server when it’s convenient. 


• PeopleSoft Mobile Agent 8.41 supports a new PeopleCode event, OnValidateSet, which 

expedites synchronization processing of large data sets. 

• PeopleSoft Mobile Agent 8.41 gives you the ability to can transfer databases between 

mobile devices by stripping the device-specific data from the database. 

• Mobile Agent dynamic enumerations enable the value displayed in one field to be 

dependent on the value in a related (referenced) field. This is the mobile version of 

display control/related field for PIA pages. 


• PeopleTools 8.42 adds a device resident programming capability to PeopleTools Mobile 

Agent in the form of PeopleCode-Mobile Edition. PeopleCode-Mobile Edition is a 

specialized form of the PeopleCode programming language meeting specific processing 

needs for mobile applications, working within the Mobile Agent architecture. 

• New functionality in PeopleTools Mobile Agent supports PocketPC Phone Edition, 

enabling sales and service professionals to seamlessly use mobile web services to 

synchronize their PeopleSoft applications and to manage business opportunities more 

efficiently while offline. In addition, new features for PocketPC Phone Edition include onetouch 

dialing, which enables the mobile professional to dial any contact from within their 

PeopleSoft mobile applications. 

• Users of mobile applications can send and receive file attachments. 

• PeopleTools Mobile Agent now supports HTML areas, including the HTML Tree. 


• Increasing the jolt connection timeout value in pstools.properties has increased the 

default time for the synch server timeout from 120 seconds to 600 seconds. This new 

timeout value should provide sufficient time to complete a bootstrap synchronization. 

This setting can be set higher if timeouts persist. Higher settings have no adverse effects 

on performance. 

• To support large attachments, you can increase the size of the memory available to the 

web server Java VM. 

• To support Mobile Time and Expense, the Mobile Agent now passes all rows (historical, 

current, and future) that are effective dated to the mobile device during synchronization. 

This feature will achieve a more accurate calculation of expenses that are based on 

effective dated records. 

• The multi-language support for the Mobile Page Designer has been improved. The List 

View and Detail View labels in the Mobile Page Designer now reside in the related 

language table: PSMPDEFNLANG and PSMPCONTDEVLANG. You can translate those 

labels through the related language record. 




January 2007 

• When you define a field on a mobile page, you can establish the default properties for the 

field based on the related views. You can indicate whether the field is visible in the List 

View. In addition, you can specify whether the field in the Display View is invisible and/or 

for display only. This feature provides the flexibility to hide certain fields in one view while 

displaying them in another. 

• You can take advantage of four system-provided conflict resolution algorithms for 

PeopleTools Mobile Agent. 

• To better distinguish the group labels from field labels in the Detail View and List View, 

we use the PSGROUPBOXLABEL style for the laptop display, which uses different colors 

and text alignment. 

• This release enhances Object Browser so, where possible, all the values for instances or 

classes are human readable instead of just object Ids. Also, the Object Browser uses a 

tree layout to show the hierarchy. 

• You can now hide a content reference on the PDA but display it on the laptop, and vice 

versa. Depending on the device type setting encoded in the URL property, you can 

choose to display or hide certain content references in your application. 


• Changes to component interface OnSelect PeopleCode and synchronization server 

functionality used in PeopleTools Mobile Agent synchronization streamlines full 

synchronization of business data. Using the new filtered synchronization capabilities has 

shown dramatic improvements in business data synchronization times, and significantly 

less network traffic load. 

• The existing Update Business Data and Update Applications synchronization options are 

enhanced to expedite data synchronization. 

• Enhanced conflict resolution options simplify data synchronization. 

• A new component interface Synchronization property is added that enables data 

structures to be available and maintainable on the mobile device but never synchronized 

back to the server. 


• PeopleSoft Mobile Agent received user experience enhancements that result in 

streamlined application navigation. These enhancements help to reduce user click counts 

within mobile applications. 

• A new navigation aid has been added to mobile pages to enable you to transfer between 

components. 

• You can now add a calendar prompt to any search prompt that is based on a date field. 

• This enhancement gives developers the ability to create a drop-down list box instead of 

the standard prompt list prompt for any reference. 

• Developers can now use the Edit in List View option to enable users to add rows and 

create edits directly in the table. 




January 2007 

• A new option has been added to the Mobile Page Collections Property dialog box 

enabling developers to hide the list view header on a mobile page when necessary for 

usability purposes. The list view header sits on top of a list view and allows the user to 

navigate to the next group of items in a list view, view all items, or go to the last group of 

items in a list view. 


A new parameter has been added to the psmobile.ini file for turning off HTTP 1.1 if 

necessary. 

Analytic Tools 

The analytic tools area contains these new feature lists: 

• PeopleSoft Process Scheduler. 

• PeopleSoft XML Publisher for PeopleSoft. 

• PeopleSoft Optimization Framework. 

• PS/nVision. 

• Crystal Reports for PeopleSoft. 

• PeopleSoft Cube Manager. 

• PeopleSoft Query. 

• PeopleSoft Tree Manager. 

• SQR for PeopleSoft. 

PeopleSoft Process Scheduler 


• PeopleTools 8.41 includes new Data Mover process type definitions for the executable 

program PSDMTX.EXE. 

• A document titled Securing Report Repository with HTTP has been posted to Customer 

Connection. This document contains step-by-step procedures on how to restrict access 

to resources on the web server. Look for this document in Support, Documentation, 

Documentation Updates, PeopleTools. 


• Window Report delivery is a new feature in PeopleTools Reporting. A new application 

server process, PSRENSRV, is required and acts as a special web server to deliver 

report results to a new browser window. A copy is also sent to the report repository so 

that it can also be viewed using Report Manager. If multiple processes are selected to 

run, a new browser window will open for each process. 

• You can configure Process Scheduler to process documents using Winword. 




January 2007 

• Several changes have been made to improve the performance of Process Scheduler’s 

purge process. This includes making the update of statistics optional. 

• The chunk size for reading files is now configurable with a default of 4096 KB. 

• The output type Web is now valid for Winword processes. The output document will be 

posted to the report repository in Microsoft Word (*.doc) format. 

• A new Save on Refresh option has now been added to the Process Monitor page. 

• When changes are made to any of the parameters in the SMTP section of the process 

scheduler configuration file (psprcs.cfg), the effect is immediate, occurring even before 

the updated configuration file has been loaded by PSADMIN. 

• Reports that are generated outside of the PeopleSoft Process Scheduler either by being 

run manually, or initiated by a third-party process scheduler, can now be posted to the 

Report Repository using a new PostReport PeopleCode class object. 


• You can now use using the PSADMIN utility to define long path names in the Process 

Scheduler configuration file. 

• When running multiple Process Schedulers, each with its own report repository, against 

the same database, all file from all repositories will now be deleted. 

• The procedures for configuring a REN Server have been updated. 

• PeopleSoft now automatically archives the Process Scheduler configuration file 

whenever it is changed. 


• For process requests, distribution information is now saved with the run control. 

• When a report is triggered with an output type of Window, the status of the process now 

appears in the new browser window before displaying the results. 

• The option Use Schedule Date/Time as Start Date/Time enables users to select whether 

they want recurring processes to run only at the times specified or to run in catch-up 

mode. For example, this option is used if processes are scheduled after the run time, or if 

servers are down when the processes should run. 

• Several new options have been added to the process definition pages to assist in 

managing processes. 

• Several new options have been added to the job definition pages to assist in managing 

processes. 

• Several changes have been made to enhance the Process List page in the Process 

Monitor. More information was added for process status. 

• New buttons were added that allow you to obtain information on recurring processes and 

scheduled jobsets. 




January 2007 

• You can now set CPU and memory thresholds for each server on the Process Monitor 

server list. 

• You can designate a master scheduler on the Process Monitor server list 

• The Server List page of the Process Monitor now includes a column named Active, which 

shows the number of active processes. This value is updated based on the PeopleSoft 

Process Scheduler server agent sleep time. 

• The way you view and delete reports in PeopleSoft Process Scheduler report manager 

has changed. You can now link to the Message Log page from the Report Detail page. 

• When you use the System Purge tab in the system settings to have PeopleSoft Process 

Scheduler perform a periodic purge, it now triggers the Application Engine program 

PRCSYSPURGE. This program purges both the Process Request table and the Report 

Manager table. As part of the Report Manager cleanup, it also purges the reports from 

the Report Repository table and archives the data into the Report Archive table. 

• Previously, if the report output contained characters outside the EBCDIC invariant 

character set (such as accented characters required for Western European languages) 

and PeopleSoft Process Scheduler was running on OS390, you needed to use HTTP to 

transfer reports to the repository because the File Transfer Protocol (FTP) transfer option 

did not correctly transfer report output containing those characters. This problem has now 

been fixed. 

• In the PSADMIN utility, the Show Status of a Process Scheduler Server option has been 

enhanced to include more information. 

• A new Dismiss Dialog option has been added to the nVision section of the PeopleSoft 

Process Scheduler configuration file. This allows you to kill unattended dialog boxes 

generated from PS/nVision in batch mode. 

• A new Trace Level option has been added to the nVision section of the PeopleSoft 

Process Scheduler configuration file. This new option enables web users to indicate 

whether they want the system to generate nVision-specific trace and log files. 

• The TraceSQL 1024 bit is now used to enable the tracing of diagnostic messages 

returned by the DB2/390 %UpdateStats() command. 


• When you access the Report Manager List page, a warning message appears if more 

than 1,000 rows are available for display on the Report Manager List page. You should 

then use filtered values to narrow your search in order to minimize the data retrieval time. 

• To provide more information for users to view, the List tab in the Report Manager is now 

the default tab instead of the Explorer tab. 

• We have added a new report-specific argument for Crystal. The argument, -CPI, sets the 

character per inch parameter when you export a file to text. If the value is not set, a 

default of 12 is used. 

• In support of PDF font linking or embedding for SQR output on zOS/OS390, a new meta- 




January 2007 

string is now available for use in a shell JCL template. This meta-string, %Sqrini%, is 

used to identify the initialization file in the SQR process. 

• In PeopleTools 8.45, there are several new parameters in the Process Scheduler 

configuration file. 

• For PeopleTools 8.45, we have added four new Run Control subpages for the application 

developers to use. These subpages are based on the existing PeopleTools subpages 

that we currently deliver to the applications. In addition, there are two new buttons related 

to these subpages. 

• The Distribution icon on the Distribution Detail page has been replaced by a link. 

• For job notification messages, you can now select a message type for Warning 

messages. 

• In PeopleTools 8.45, you can put multiple processes on hold at the same time and restart 

them simultaneously. The Restart option is now available for the Hold status. 

• To ensure that any user passwords or access IDs are not displayed in any pages, job 

notifications or logs when scheduling from outside PeopleSoft, you can replace the actual 

values of the passwords with meta-strings. 


• In PeopleTools 8.46, there is a new remote call parameter, RCCBL PRDBIN, in the 

Process Scheduler Configuration file, which specifies the location of COBOL 

executables. 

• With Enterprise PeopleTools 8.46, in order to use the search button to view the 

processes by process name on the Process List page, you must first select a process 

type in the Type drop down list box. 


A new parameter (SaveTempFile) has been added to the Process Scheduler Configuration 

File in the PS/nVision Section, which allows you to control whether to save or delete 

temporaray reports. 


• z/Linux is now supported as a Process Scheduler platform for your PeopleSoft Enterprise 

8.9 applications. 

• With the integration of Oracle XMLP technology into PeopleTools 8.48, PeopleSoft 

delivers a new Process Type of XMLP for PeopleSoft XML Publisher. The Generic 

Process Type for XML Publisher is AppEngine. 

• You can now run Crystal Reports XI report definitions using BusinessObjects Enterprise 

XI through the PeopleSoft Process Scheduler. Crystal 9 report definition files can be 

converted to Crystal XI format and published into the BusinessObjects Enterprise XI 

Report Repository using the PeopleTools Crystal 9 to Crystal XI Report Conversion 

Utility. 




January 2007 

• The Message Log on the Report Manager Detail page and the Message Monitor in 

PeopleSoft Integration Broker will reflect the use of Transaction ID instead of Publication 

ID (Pub ID). You can use the transaction ID to monitor the status of a sent message in 

PeopleSoft Integration Broker. 


A ScheduledQuery-DirtyRead option has been added to the configuration file. This setting 

indicates if dirty reads are enabled. Setting this to 1 enables the application server to read 

uncommitted data from a table. 

PeopleSoft XML Publisher 


The Oracle XML Publisher for PeopleSoft Enterprise is a template-based reporting solution 

that separates the data extraction process from the report layout and allows the reuse of 

extracted application data into multiple report layouts. 

Select features of the Oracle XML Publisher have been integrated into and enhanced for use 

with PeopleTools. 


• Template Builder has been updated to version 5.6.2. 

• A new Application Engine program, PSXPCLEAN, is available to clean up orphaned XML 

Publisher files. This program examines PSFILEDEFN, PSFILEDATA, 

PSXPTMPLFILEDEF and PSXPTMPLTRINFO and finds unreferenced objects in 

PSFILEDEFN, template definitions and template translations for which file objects are 

missing, and inconsistencies between PSFILEDEFN and PSFILEDATA records (tables). 

PeopleSoft Optimization Framework 


The optimization framework is a new feature for 8.4. PeopleSoft Optimization Framework 

(POF) provides a foundation for building applications that use optimization-based decisionmaking 

capability within the PeopleTools environment. POF allows applications to specify an 

objective, define business conditions, and set resource constraints. POF then applies 

advanced mathematical modeling and solution techniques to find high-quality solutions that fit 

the input criteria. 


• PeopleSoft Optimization Framework provides an optimization engine that is integrated 

into the PeopleSoft architecture. This enables PeopleSoft applications that may need 

optimal decision making to readily access optimization functionality without leaving the 

PeopleSoft application environment. 

• PeopleSoft Optimization Framework is currently used by PeopleSoft Supply Planning 

applications (previously known as Enterprise Planning and Production Planning 

applications). This supersedes the Red Pepper products and enables optimization 

functionality to be used without the need for any code to be deployed on client machines, 




January 2007 

delivering benefits for both users and administrators. 


• PeopleTools 8.44 enhances the PeopleSoft Optimization Framework to allow PeopleSoft 

to develop and deliver optimization-based applications in PeopleCode, by using an 

application-specific optimization PeopleCode plug-in. If an application is delivered with 

the Optimization PeopleCode plug-in, you can adapt the plug-in to a variety of different 

optimization tasks using the enhanced problem type definition and several new 

PeopleCode elements. 

• When you use Data Mover to move data from one database to another, it is quite often 

the case that the versions of problem instance data and the PSOPTSYNC table are out 

of synchronization. You can now use the new Synchronize Table Versions button to 

synchronize the PSOPTSYNC table with the optimization tables. 


The optimization interface method, IsModelActive, was added to the OptInterface class. 

PS/nVision 


• Navigating to PS/nVision on the web has changed with Release 8.4. PS/nVision is now a 

second level portal folder placed below the Reporting Tools folder, with four subfolders 

below it. 

• Portal folders can be used to organize nVision report results into meaningful groups. 

When creating a report request with the output option of Web, you can select the top 

level folder, and then define a sub folder where the report result will be posted. Sub 

folders can be created dynamically by using nVision variables to generate the folder 

names, or statically by entering the actual folder name. Sub folders will be created under 

the selected top level folder and can be viewed from Report Manager. 

• Report scopes can be defined using business unit keyed trees by adding a valid business 

unit to the scope definition. A setID must still be entered as the key field for the scope, 

and the business unit entered is used for selecting business unit keyed trees. 

• Previously, when using PS/nVision on the web, pages did not require Business Unit as a 

search parameter. Business Unit Row Level Security has now been implemented for 

financial databases, so Business Unit will be a required search parameter for nVision 

process requests, report books, and scope definitions. PS/nVision on the web supports 

row level security by either user ID or permission list that customers choose for 

PeopleSoft Financials. 


• When entering Filter criteria on a layout with Selected Detail Values option, nVision now 

validates the value. 

• When you use PS/nVision on the Web to create a report request, the output type 




January 2007 

dropdown list now includes the option Window. When this option is selected, the report 

result is delivered to a new browser window. A copy is also sent to the report repository 

so that you can also view the results from Report Manager. 

• When selecting to DrillDown on a report from the Web, the user now has the option to 

select to send the report to Report Manager, or deliver the result to the browser window. 


You can now drill down on the web for a report that has been run as file output. To use this 

feature you must enter a value of 1 for a new option, EnableDrillDownForFile, which has 

been added to the nVision section of the Process Scheduler configuration file. 


• PS/nVision has been enhanced to provide greater robustness and stability. You can now 

run multiple concurrent nVision processes that access the same layout in batch mode. 

• Configurable tracing has been added to allow nVision users to show the process flow 

when running an nVision report. 

• The configurable features EnablePollDialogs and PollDialogSeconds have been added to 

allow detection of unattended dialog boxes displayed by the nVision or Excel processes 

during batch mode and dismiss them. You can determine whether to use this feature and 

how often to check for dialog boxes. 

• In previous versions, nVision report requests were public, allowing everyone to run or 

modify them. In this release, report requests are private by default when they are created. 

Users can share report requests with users or roles they select. 

• PS/nVision has been enhanced to perform error checking and handling more efficiently, 

making it more robust. 

• When you make changes to a report request, it is automatically saved when you run the 

request. To save a report request without running it, click the Save button. It is not 

possible to make a change to a report request without saving it. 


• In PS/nVision 8.44, the Dismiss Dialog feature sometimes failed to dismiss unattended 

dialog boxes when the Tuxedo mode was noninteractive or network account. In 

PS/nVision 8.45, this issue has been resolved. 

• We have provided an Excel macro, UpdateNvsDrill.xls, for updating drill-down links, such 

as web server domain name, port number, or servlet path required to access web server 

resources in the PeopleSoft environment, after a PeopleTools upgrade. 


• In prior PeopleTools releases, web drilldown from an Excel report (using the DrillToPIA 

add-in) did not work if the report sheetname had spaces in it. This has been fixed in 8.47. 

However, do not use special characters such as ‘ , " , < , > , [ , ] , / , \ , * , ?. 

• The SaveTempFile parameter allows you to save or delete the temporary reports that are 




January 2007 

created when running nVision to email, print, or web output. 

• The table that stores nVision report definitions (PS_NVS_REPORT) now has a related 

language table, so the descriptions of the reports are translatable. 

• The example page and records provided for utilizing nVision’s Scope-based distribution 

has been expanded to help provide a more flexible and practical solution. 

• Drilling down on nVision reports over the web has been made more robust. For example, 

issues with Excel 2003, spaces in sheetname, tabular/matrix sheets, have been 

addressed. 


In previous releases, clicking on the “Go back to Report Request” link on the Process Monitor 

page takes you back to the nVision Report Request “Search” page. But, in PeopleTools 8.48, 

clicking on the “Go back to Report Request” link takes you back to the Report Request 

definition that was just run. If you want to run a different Report Request, click on the “Return 

to Search” button, which takes you to the Search page. 


In PeopleTools 8.49, when running an nVision report request through the web, changes can 

now be made to the report request without those changes automatically being saved upon 

hitting the “Run Report” button. This enables the user to run ad hoc reports. 

Crystal Reports for PeopleSoft 


• Previously, PeopleSoft Process Scheduler failed to run a crystal report if CRWRPTPATH 

was set to point to multiple directories. CRWRPTPATH has now been enhanced to allow 

the entry of multiple directories. 

• With Crystal Reports, you can apply advanced formatting to the output of your queries. If 

you have access to the Windows version of Query Designer, you can run queries directly 

to Crystal Reports from Query Designer. This option is not available from web based 

Query Manager or Query Viewer. However, users who don’t have the Windows query 

can schedule a predefined Crystal Report to run on a Process Scheduler server, and the 

results can be routed to PeopleSoft Report Manager. 

• Previously, although PeopleSoft Query excludes fields with the Not Used attribute turned 

on, the associated Crystal Report still contained them. This has now been fixed, which 

allows you to inactivate selected chartfields and still be able to run Crystal Reports 

containing those chartfields. However, the column label will still appear on the report. 


You can link a subreport to the main report either as an implicit link or an explicit link. An 

explicit link allows you to link a field in the main report to a parameter field that you have 

created in the subreport. 




January 2007 


Previously, Crystal Report fields, which are locale sensitive, used the system locale of the 

report server. These fields now use the locale settings of the user printing the report 

regardless of the report server system locale. 


• PeopleTools 8.43 includes a paginated text output format for Crystal Reports. 

• When you are running a Crystal report that has runtime prompts in PeopleSoft Internet 

Architecture (PIA), you can input the values either by hard-coding static values in the 

Process Definition page, or by creating a PIA page to gather values from the users and 

dynamically passing them into the Command Line. 


• Instead of Crystal Reports 8.5 for PeopleSoft, Crystal Reports 9 for PeopleSoft will be 

shipped with PeopleTools 8.44. 

• This new version offers several enhancements, such as a greater number of concurrent 

server processes, full Unicode support, and more localized versions (including Spanish). 

It also includes custom templates, improved export to Microsoft Excel, component reuse 

for faster report design across reports, and custom functions that enable you to create 

custom calculations. 

• Customers using Crystal Reports 9 for PeopleSoft will not need to modify any existing 

reports but will need to run a one-time conversion program to update the database driver 

information stored in their Crystal Reports files. 

• PeopleSoft Process Scheduler passes parameters to PSCRRUN (the process that 

executes the reports) as command line arguments. For this reason, the text of any 

prompt values is limited to the code page of the operating system. However, because 

Crystal 9 supports Unicode internally, any Unicode data coming from fields in the 

database or labels within the report files is supported, regardless of the codepage of the 

operating system. 

• Crystal 9 exports reports as Microsoft Word documents using the rich text format (RTF). 

This format more closely matches reports as they are seen in the Crystal application. 

• The PeopleSoft system enables you to use a single Crystal Report server for all 

languages, by taking advantage of Unicode support, locale formatting, and the 

PSToWords function. 

• At this time you cannot run the Crystal 8.5 version of the APY6011 report through 

Process Scheduler using PeopleTools 8.44 and Crystal 9. PeopleSoft has created a new 

Crystal 9 version of this report which you can run through Process Scheduler using 

PeopleTools 8.44 and Crystal 9. 




January 2007 


At this time you cannot run the Crystal 8.5 version of the APY6011 report through Process 

Scheduler using PeopleTools 8.45 and Crystal 9. PeopleSoft has created a new Crystal 9 

version of this report, which you can run through Process Scheduler using PeopleTools 8.45 

and Crystal 9. 


• Crystal Enterprise has been added as an optional feature for our reporting and analytics 

capabilities in Enterprise PeopleTools 8.46. Adopting Crystal Enterprise will allow you to 

view, create, and consume custom-built reports over the web 

• Crystal Live Office allows you to embed report content into Microsoft Office documents 

(Word, PowerPoint, and Excel) and refresh the data whenever necessary. 

• You can create reports that give a rich interactive experience over the web. Interactive 

capabilities include drilling, filtering, reordering, generating tables of contents, and so on. 

• Users of Crystal Reports 10 can continue to create reports on the Windows client 

desktop. However, users can now open reports from Crystal Enterprise and create new 

ones as well. Leveraging the Query Access Services developed by PeopleSoft, users 

can now preview their Crystal Reports before saving them either in a local folder or in 

Crystal Enterprise. 

• Crystal Reports for PeopleSoft Enterprise will also provide a security plug-in that enables 

single signon between PeopleSoft and Crystal Enterprise by synchronizing the users and 

roles. 

• Query Access Services provide streaming query data to Crystal Enterprise to build 

reports. 

• The PeopleSoft Enterprise tab has been added to the Crystal Enterprise Authentication 

page to enable the Crystal Enterprise administrator to perform a variety of authentication 

tasks. 


• PeopleTools 8.48 supports an optional integration with BusinessObjects Enterprise XI 

Release 1 under certain circumstances. PeopleSoft applications are delivered to work 

with the Crystal Reports 9 runtime environment. If you are using PeopleTools 8.48 and 

using PeopleSoft applications at Releases 9 or higher, you can optionally use the 

BusinessObjects Enterprise XI runtime environment to run and view your reports. 

• An enhanced Enterprise PeopleTools 8.48 Installation: Crystal Reports is provided by 

PeopleSoft for installing and configuring Crystal Reports and optionally BusinessObjects 

Enterprise XI for use with your PeopleSoft application. 


Crystal Reports 9 is the standard option, Crystal Reports XI and BusinessObjects Enterprise 

XI Release 2 is optional, and PeopleTools 8.49 does not integrate with Crystal Enterprise 10. 




January 2007 

Cube Manager 


Previously, PeopleSoft Cube Manager only supported the language of the user when building 

an Essbase cube. The Language Code field, which is displayed on the Essbase Advanced 

Options page, can now be used to add additional languages. 

PeopleSoft Query 


• PeopleSoft now supports native Excel for scheduled queries. This will improve the output 

format for numbers, dates, and so on. 

• A new optional Query Access List Cache batch process is now available for users who 

work with Query Manager, Crystal Reports, and PS/nVision. When the access list cache 

is enabled, the time taken by the system to retrieve the queries that match the search 

criteria entered is greatly improved. 

• Query Monitor allows you to observe query performance and usage. Workflow queries 

are now excluded from these statistics due to the large volume that can be run as part of 

workflow processing. Therefore, care should be taken to insure that workflow queries are 

as efficient as possible. 


• When you download multiple queries to Excel through the Web, each result’s URL is 

unique, so the second query will not overwrite the first query. 

• A new option, Windows Character Set, has been added to the Manage Installed 

Languages page. When selected, will encode the query results downloaded to CSV to 

the charset corresponding to the language code. 


• In PeopleTools 8.17, the method for which query designer generated Eff Date Logic SQL 

for a query was changed. Due to numerous requests, PeopeSoft has reverted back to 

the original functionality, which is to only generate criteria for Eff Date Logic for key fields, 

which physically occur before the EFFDT field in the record. Any keys located after the 

EFFDT field in the record will not be included in the Eff Date Logic. 

• Previously, a browser timeout would occur when trying to select values from a table that 

contained a large amount of data. A new Search option is now available, which uses a 

wildcard to limit the amount of data returned. 

• PeopleSoft 8.43 includes the new Enable Auto Preview feature. Enable Auto Preview 

alleviates the need to click the Rerun Query link on the Preview page each time you want 

to preview the query’s most recent changes. When this feature is enabled, your query 

automatically runs each time you click the Preview tab. 




January 2007 


• To reorder the criteria for a query in previous versions, you needed to delete all criteria 

and redefine the criteria in the desired order. In PeopleTools 8.44, simply click the 

Reorder Criteria button on the Criteria page and enter the desired order. 

• You can click URLs in query results and automatically access an associated web page. 

• In previous versions of PeopleSoft Query, when using the In Tree and Not in Tree 

comparison operators, you needed to scroll through lists of trees to select the desired 

values. With the release of PeopleSoft Query 8.44, you can select values using standard 

search functionality. This enhancement significantly reduces the amount of time required 

to select these values. 

• With the release of PeopleSoft Query 8.44, you can search for queries and records by 

using either the enhanced Basic Search function or the new Advanced Search function. 

Advanced searches enable you to narrow your search by entering search strings for any 

or all search criteria. 

• You can also store your most frequently used queries in the My Favorite Queries list. 

• The Query Monitor feature has been renamed to the Query Administration component, 

and includes several new features, such as Query timeout, new administration page 

predefined searches, new administration page query statistics and features, and new 

executing page predefined searches, features, and query statistics. 

• If you have access to workflow queries, you can save queries as the new Archive query 

type. These queries are generally used only by PeopleSoft Data Archive Manager. 

• Run a query directly to a Microsoft Excel spreadsheet instead of first downloading to 

HTML and then converting the HTML version to Excel. 

• If you use the Windows NT or Windows 2000 or Macintosh operating systems, you can 

set your downloaded queries to open in browser windows instead of in the Microsoft 

Excel application. To set this in Windows, select the XLS file type in the folder options 

and select the check box labeled Browse in same window. When this check box is 

cleared, downloaded queries open in the Microsoft Excel application. 

• The documentation for PeopleSoft Query 8.44 provides new guidelines on adding 

formulas to newly-inserted columns after downloading queries to Excel. 

• Microsoft Excel spreadsheets can contain a maximum number of 65,536 rows. If the 

spreadsheet cannot include all of the rows in a query, then the first row displays (in red 

text) the total number of rows of the query that are included in the spreadsheet. 

• You can easily create left outer joins using the Left Outer Join feature in PeopleSoft 

Query. 


• Prior to Enterprise PeopleTools 8.45, any table in the database could be used as a 

prompt table for a prompt in PeopleSoft Query. PeopleSoft 8.45 allows administrators to 

limit the records allowed to be used as prompt tables in query. 




January 2007 

• In PeopleSoft Query 8.45, the Edit Field Ordering page, which was used to change the 

column order and/or sort order for multiple fields, has been replaced by the Edit Field 

Column Order and Edit Field Soft Order pages. 

• PeopleSoft has enhanced the procedure for selecting values when creating criteria that 

use the Constant expression type or In List condition type. In PeopleSoft Query 8.45, you 

will be required to use the prompt function instead of the standard Search function to 

select values for these criteria. This enhancement will reduce the possibility of needing to 

manually search through identical values and also resolves issues related to row level 

security, effective dating, dynamic views, high order key lookups and incorrect row 

counts. 

• PeopleSoft Query 8.45 allows administrators to enable or disable query statistics on a 

system wide basis. 

• When using the Schedule Query page in PeopleTools Query 8.45, if you have one or 

more Asian languages installed you can select the desired language for the query using 

the Asian Font drop-down list box. This drop-down list box appears only if you have one 

or more Asian languages installed. 


• With the integration of Oracle XMLP technology into PeopleTools 8.48, PS Query results 

can serve as a data source of the same name for PeopleSoft XML Publisher. 

• The interface used for reordering and sorting query fields and columns has changed, 

reverting back to the interface of PeopleTools 8.44. 


PeopleTools 8.49 supports dirty reads with PeopleSoft Query. Dirty Reads mode, also called 

Read Only mode, enables you to configure your servers to avoid table locking while running 

PeopleSoft queries. When Dirty Read mode is enabled for PeopleSoft Query, the 

performance is increased as queries do not lock on other INSERT and UPDATE operations. 

PeopleSoft Tree Manager 


• Previously, when a user selected to branch or unbranch a tree, the action was completed 

instantly. A warning message is now displayed, which gives the user the opportunity to 

cancel the action. The tree will be branched and saved automatically if a user selects 

'Yes'. 

• Renaming the root node may cause problems such as navigating to the tree branches. 

To prevent users from doing so, the edit data image is no longer available for that node. 

The edit levels functionality is still available using the Tree Definition Page. 

• New tree levels are not automatically created in non-root branches when a tree node is 

moved, or a new tree node is added. 




January 2007 


To prevent creating a corrupted tree, the Tree Import utility now checks for invalid tree node 

names, including those containing invalid characters such as “?” and “*”. 


• You can improve performance for large trees, (over 40,000 nodes) by increasing the 

heap size on the web server, and also increasing the Tuxedo receive timeout to 72000 in 

the web server pstools.properties file. 

• Performance has improved on branch trees for following operations: 

• Branching and unbranching tree nodes that have a large number of descendents 

• Switching levels 

• Moving nodes (Cutting and pasting) 

• Inserting new nodes 

• Tree viewer searches have been improved so that for a tree with several branches, only 

the main tree is displayed. 

• Edit checks are now performed when the user modifies the range of a detail value. 


• Previously, nodes and leaves could lose their descriptions when users attempted to use 

the Save As or Copy command on a tree for an effective date earlier than the current 

tree’s effective date. The users now receive a warning. 

• When users drag objects beyond the visible area of the Netscape browser window, the 

browser automatically scrolls, allowing the user to view the appropriate node or leaf on 

which to drop the object. 

• Multiple users can work in the same environment and on the same tree or branch without 

the risk of losing individual work due to saving conflicts. 

• The tree audit programs can now be set up as a recurring process to automatically run 

against the most current version of a single tree or multiple trees. 

• In previous versions of PeopleSoft Tree Manager, when you dragged and dropped a tree 

node, it always became a child of the node on which it was dropped. You can now drag 

and drop a node as a child or a sibling. 

• More appropriate labels appear on many pages of PeopleSoft Tree Manager and tree 

elements are easier to read. 

• Breadcrumbs in PeopleSoft Tree Manager provide different information than 

breadcrumbs in other PeopleTools applications. In PeopleSoft Tree Manager, 

breadcrumbs show the parent-child relationships between the currently selected object 

and its parents; they do not show the navigation that you have taken through the tree. 

The algorithm of breadcrumbs generation for parent branches has been enhanced. 

• TreeMover can now export/import all types of trees. 




January 2007 


• With the Enterprise PeopleTools 8.45 release of PeopleSoft Tree Manager, users will be 

locked out of the PeopleSoft system during the tree import process for a shorter period of 

time as compared to earlier releases of PeopleSoft Tree Manager. 

• In previous releases of PeopleSoft Tree Manager, if you selected the Replace Tree if 

Exists option to import a new tree over a preexisting tree, you may have lost your original 

tree if the import file was corrupted. With the Enterprise PeopleTools 8.45, you will not 

lose your original tree in a similar situation. 

• The placement and names of some of the PeopleSoft Tree Manager menu items have 

been revised in all portals except the Employee portal. With these changes, the 

placement and names of PeopleSoft Tree Manager menu items are now identical in all 

delivered portals. 

• The Tree Audit Reports link, which navigates to the Batch Report page, has been 

renamed Repair Tree Reports. 


• To expedite the auditing process, the “Auditing All Default Values” group box has been 

added on the Performance Options page. 

• We have improved the import and export processes for large trees when using 

TreeMover. 


Previously, page numbers were not updating correctly when inserting a new tree object on a 

tree. To correct the problem, instead of displaying a database counter for tree objects we now 

display the current in memory counter. 


• Sending a TREE_CHANGE message every time tree changes are made is now optional. 

To improve performance, you can choose not to send a TREE_CHANGE message 

whenever you change a tree definition. Sending a TREE_CHANGE message is the 

default setting. 

• A TREE_CHANGE message is published every time tree definition is changed. If 

applications want to use TREE_CHANGE message they must enter a subscription event 

through Application Designer. 

• To create a subscription PeopleCode the users will create an application package and an 

application class that implements PS_PT: Integration: INotificationHandler interface. This 

application package PeopleCode is tied to the TREE_CHANGE message through a 

service operation handler. 




January 2007 

SQR 


• We now include Unicode support for DB2-UNIX in the PeopleTools 8.41 release. 

• If you want to change the location where images for SQR reports are stored, you can 

specify the directory by modifying references to this directory in the PSSQR.INI file. 

• In PeopleTools 8.41, SQR on OS/390 now enables you to send output formats (such as 

LP) to generation data group (GDG) on the mainframe. 


• The performance of SQR has been improved overall on all platforms; in particular, the 

performance on IBM z/OS has been doubled. 

• Support for representing data in Thai character sets now provided. 

• Support for font linking; this allows the appropriate list of fonts to represent appropriate 

Unicode characters in results. 

• SQR now supports font-linking for PDF output. In previous releases, a single font number 

(specified in the program using DEFINE-PRINTER or ALTER-PRINTER) is mapped to a 

single font. In PeopleTools 8.44, a single font number can be mapped to up to 10 fonts. 

This feature enables SQR to provide better global reporting support. 

• SQR now supports PDF output using TrueType fonts (including OpenType fonts with 

TrueType metric data). TrueType fonts are always embedded in PDF documents as a 

subset. 

• For z/OS (OS390) customers, SQR now supports the DECIMAL=COMMA ZPARM 

parameter. PeopleSoft developers have created a parameter that can be added to the 

PSSQR.INI file that instructs SQR to automatically insert a space after any comma that is 

not in a text literal string. 


• TrueType font embedding is now supported by SQR running on z/OS. However, the Font 

Path parameter under the TrueType Font section is not supported for z/OS. If you're on 

z/OS, you need to specify the full path to each entry. 

• SQR for PeopleSoft now supports configurable space allocation for datasets on the z/OS 

platform. The space allocation can be defined at the process level. 

PeopleSoft Analytic Calculation Engine 


• In Enterprise PeopleTools 8.46, the functionality provided by Business Analysis Modeler 

(BAM) will be available in a new, fully integrated PeopleTools component, the PeopleSoft 

Analytic Calculation Engine. The key objective of replacing BAM with the PeopleSoft 

Analytic Calculation Engine is to improve the total cost of ownership issues associated 




January 2007 

with BAM. 

• The Model Designer will be integrated into PeopleSoft Application Designer. 

• While BAM supported only the Windows platform, PeopleSoft Analytic Calculation Engine 

will support all of the platforms that will be supported by Enterprise PeopleTools 8.46. 

• Because PeopleSoft Analytic Calculation Engine is fully integrated into PeopleTools, you 

install and configure PeopleSoft Analytic Calculation Engine during the PeopleTools 

installation. 

• PeopleSoft Analytic Calculation Engine does not use a data mart and instead uses the 

data that will exist in the application database. This feature enables developers to use 

PeopleSoft Analytic Calculation Engine in tandem with other PeopleTools such as 

Application Engine, Query, PS/nVision and Crystal Reports for PeopleSoft. 

• While BAM contained a full COM-based API, it did not contain any PeopleCode APIs. 

PeopleSoft Analytic Calculation Engine will contain a complete set of PeopleCode APIs. 

• When PeopleSoft released a new version of BAM, developers needed to perform a 

separate, non-PeopleTools-related BAM upgrade process. With PeopleSoft Analytic 

Calculation Engine, developers will be able to upgrade to new versions of PeopleSoft 

Analytic Calculation Engine by simply performing the standard PeopleTools upgrade. 

• In BAM, developers needed to create XML-based page views in order to display BAM 

data in a browser. These page views gave the appearance of integration with PeopleSoft, 

although these were not actually integrated. PeopleSoft Analytic Calculation Engine 

enables developers to place analytic grids in PeopleSoft Pure Internet Architecture pages 

to display analytic model data, providing a full integration. 

• In addition, several functional enhancements were made, including support for 

hierarchical dimensions (using PeopleSoft trees), improvements to calculation 

performance, and improvements in data sparsity management. 


• Optimization models and the RenServer use JVM for asynchronous loads. Previously, 

JVM was loaded into the Analytic Server even when neither of these was being used. 

Currently, when there is only an Analytic model listed in the problem definition, the plugin 

is neither created, nor initialized. 

• All values with decimals are now consistent across all database platforms. The data 

shown on the Grid and GetData are the same. For example, a value such as 1000.89999 

rounds up to 1000.90. 

• Records based on dynamic views can now be Scenario Managed. For these records the 

associated SQL should contain a meta string for qualifying the analytic instance. 

Administration Tools 

The administration tools area contains these new feature lists: 

• Data Management. 




January 2007 

• Security Administration. 

• System and Server Administration. 

• PeopleSoft Performance Monitor. 

Data Management 


• Records defined using Data Mover EXPORT and IMPORT commands can have a 

maximum of 250 total columns and now can have multiple long columns within the 

limitations for long columns set by your database platform. 

• There are now two ways to generate SQL for data archiving. The SQL Designer page is 

useful for generating and editing the SQL that will be used to perform the archive 

process. In addition, you can count the number of rows that will be affected by the 

current archive process, import or export SQL, and check for duplicate rows that the SQL 

is affecting. 

• When archiving to flat files, the system automatically adds the file path name for each 

record. This saves you from having to enter the file path name manually for each record 

in an archive. 


• PeopleTools 8.43 includes a new ability to create trace files for Data Mover on UNIX. 

• The tlscopy.sqr is no longer needed to perform the alter on a recfield rename. To write 

the change to the system tables, use PeopleSoft Application Designer to alter the tables. 


• Today many organizations use third-party solutions to archive large volumes of data from 

their production databases. The new tool called PeopleSoft Data Archive Manager 

(included with PeopleTools 8.44) is the common and preferred method to archive highvolume 

data across all PeopleSoft applications. PeopleSoft Data Archive Manager 

supports specific archive formats in order to meet certain regulatory requirements such 

as JFMIP, NARA, GAO and NIST. Because the new archival functionality is included with 

PeopleTools, it can reduce customers’ third-party software license and maintenance 

costs. Data Archive Manager enables administrators to generate archive templates using 

PeopleSoft Query. With the release of PeopleTools 8.44, the Archive Data tool that was 

delivered with PeopleSoft 8.40 through 8.43 is a deprecated feature. 

• PeopleSoft Diagnostic Framework is designed to facilitate the diagnosis and resolution of 

incidents by PeopleSoft Global Support Center (PeopleSoft GSC). It enables the critical 

system data to be packaged and sent to PeopleSoft GSC without the need for IT 

intervention. This reduces administration overhead and enables PeopleSoft GSC to 

quickly solve customer issues. 

• In PeopleSoft Data Mover, the maximum number of columns for each table has been 

increased from 250 to 500. Records defined using IMPORT and EXPORT can now have 




January 2007 

a maximum of 500 columns and multiple long columns within the limitation for long 

columns set by your database platform. 

• A new SQL Informational Trace option has been added to Configuration Manager - Trace 

page that allows you to report on informational messages returned by SQL commands. 


• The Data Mover EXPORT command includes an optional WHERE modifier. You can use 

WHERE to compare strings or characters to determine which data to export. 

• The PeopleSoft Data Archive Manager user interface has undergone a significant 

revision. It’s now easier to navigate and more consistent. 

• A new system audit (SYSAUDIT) test is available for security integrity: SEC-29. Some 

applications can erroneously generate duplicate rows in which PORTAL_PERMTYPE 

field of the PSPRSMPERM record is blank, which can prevent saving a copy of a 

permission list. The SEC-29 query checks PORTAL_PERMTYPE for valid values. 

• Microsoft SQL Server 2000 maps each database using a set of operating system files. 

Filegroups are logical containers that enable the database files to be grouped together for 

administrative and data placement purposes. Because of the large number of tables and 

the complex IO patterns of a PeopleSoft database, you must consider the placement of 

the data files carefully to maximize performance. 

• Depending on the issue at hand, PeopleSoft GSC might need to investigate the values of 

specific subsets of transaction data. To facilitate this, Diagnostic Framework now 

supports dynamic prompting from diagnostic plug-ins. 

• Diagnostic Framework now supports the use of rowsets to output results in a more easily 

formatted and readable form. 

• You can choose to display diagnostic results as HTML in a browser, or as an email 

report. The email report is generated in both HTML and XML format on the local 

application server. 

• The PeopleCode with which you develop diagnostic plug-ins is considerably enhanced to 

support the new Diagnostic Framework features. The PTDiagnostics application class 

has been redesigned to provide a consistent interface to the new features. 


• The name and location of the trace file have changed. After running PeopleSoft Data 

Mover, look for the generated trace file in PS_HOME\log\APPSRV.LOG. 

• Options have been added to the Archive Data to History page to copy data from history 

tables back to transaction tables and to audit the number of rows in the record that meet 

your criteria. 

• There are several new SYSAUDIT queries for Optimization Integrity. 

• To reduce locking and contention, PeopleTools executables including PSPRCSRV 

(Process Scheduler) and PSDSTSRV (Distribution Server), no longer use persistent 

cursors (CURSOR WITH HOLD) by default. For those executables that still require the 




January 2007 

use of persistent cursors, you can turn them off by using the application server 

configuration file. 


• The new PEOPLECODE-7, PEOPLECODE-8, and PEOPLECODE-9 reports were added 

to check for referential integrity among application package PeopleCode. 

• The new RECORD-14 report was added to check for invalid PSRECFIELD.FIELDNUM 

entries. 

• The new XMLP-11 report was added to check for file data not referenced by file 

definitions. The new XMLP-12 report was added to check for File definitions not 

referenced by File data. For both reports, the solution is to run the PSXPCLEAN 

Application Engine program to delete orphan file definitions. 

• The QUERY-27 report was modified to identify the queries that reference query translate 

fields that have been incorrectly modified to a non-translate type. 

• The OPSEC-28 security report was renamed to SEC-28. 

• The SEC-30 report was modified to check for missing users in the PS_ROLEXLATOPR 

table. 

• Data Archive Manager now supports archiving of records with LONG, IMAGE, and 

ATTACHMENT columns. 

• EnableDBMonitoring is now supported for DB2 LUW. 

Security Administration 


• With release 8.41, you may now schedule Data Mover scripts through Process 

Scheduler. This can be useful in scheduling audit routines or extracting data from the PS 

database. Additionally, logs and data files generated by Data Mover can be posted to the 

Process Scheduler Report Repository so that they can be viewed through either Process 

Monitor or Report Manager. 

• To comply with requirements for DB2/OS390, the Tablespace Utility now includes both 

tablespace name and database names when you define a tablespace using the 

Tablespace Management page. 


• In order to prevent accidental modifications to objects belonging to PeopleTools, all 

PeopleTools objects have been locked down using object security in PeopleTools 8.42. 

This change was made in order to reduce the impact of PeopleTools-only upgrades. 

• To increase security in PeopleTools 8.42, Single Signon will not work if you set the 

authentication option to None when setting up node definitions. Instead, you must use 

Password or Certificate. 




January 2007 


• To optimize navigation, the default time page held in cache (METAXP) has been 

increased from 20 minutes to 900 minutes. This change affects the General Options in 

Personalizations. 

• PeopleTools 8.43 uses the new table PSPSWDHISTORY to store the number of 

passwords defined on the Security Policies page, which enables you to track recently 

used passwords and prevent the reuse of the three most recent passwords. 

• PeopleTools 8.43 includes a script, DispOnly.sql, which allows you to grant permission to 

all pages and menus. 


• Pluggable encryption augments the existing support for encryption in prior versions of 

PeopleTools. This technology enables you to secure critical PeopleSoft application data 

and communicate securely with other businesses. It enables you to extend and improve 

cryptographic support for data in PeopleTools, and it provides strong cryptography with 

the flexibility to change and grow by incrementally acquiring stronger and more diverse 

algorithms for encrypting data. 

• You can enable an application to automatically apply roles to users using LDAP. 

• The Entrust/Toolkit for Java was previously used for securing application messaging 

using SSL in prior versions of PeopleTools. The security features such as JCE, JSSE, 

and JAAS are now integrated into JRE/J2SE 1.4.1. PeopleTools 8.44 replaces Entrust 

and uses these new features instead. 


• PeopleSoft pluggable encryption technology (PET) includes the OpenSSL plug-in, which 

supports several new OpenSSL algorithms for handling digital signatures. These 

algorithms are available when you load the OpenSSL encryption library into the PET 

database. 

• You can now access and specify values for the digital certificates and private keys that 

are already available in the PeopleSoft keystore. 

• PeopleSoft provides a new page for testing the encryption profiles you create: the Test 

Encryption Profile page. Use this page to ensure that your encryption profiles produce the 

expected results. 


• Before you can view and modify a Query access group tree definition, you need to locate 

the correct tree definition. Query Access Manager provides improved search criteria for 

locating a query tree definition. 

• If you anticipate that dynamic role updates on your PeopleSoft system will involve large 

amounts of data, you can reconfigure the DYNROLE_PUBL Application Engine program 

which performs the updates, so that it uses alternate versions of the associated 

PeopleCode, message, and channel to chunk the role data into more manageable 




January 2007 

pieces. 

• With Enterprise PeopleTools 8.46, we now support authentication using Oracle Internet 

Directory (OID). In addition to directory-based authentication, roles can be dynamically 

assigned to a user at signon time based on OID group membership. Both SSL and non- 

SSL connections to the directory server are supported. When configuring your LDAP 

directory server to work with your PeopleSoft applications, Oracle Internet Directory now 

appears as an option in the Directory Product drop-down list on the Directory Setup page. 

• PeopleSoft provides a component interface named PRTL_SS_CI that enables external 

applications to seamlessly integrate a single signon solution with the PeopleSoft portal 

applications. This ensures that users who have already signed in to the portal don't have 

to sign in again for every system you reference in your portal. 

• There are new personalization options for the analytic server framework, for the 

customize page, and for page header caching. 


• You now have the option to use the single-signon feature of Oracle Identity Management. 

Using Oracle Internet Directory (OID) as a common repository for user credentials 

enables single-signon between Oracle and PeopleSoft Enterprise applications without 

requiring re-authentication. 

• PeopleTools offers the enhanced Triple DES encryption algorithm. The PSCipher text 

encryption utility has been enhanced to provide robust Triple DES text encryption for user 

IDs and passwords stored in configuration files. And, PSCipher also offers the ability to 

generate unique encryption keys with a built-in versioning system. 

• PeopleSoft provides a new page named Purge Inactive User Profiles. It enables you to 

purge inactive users from your system. 

• With Enterprise PeopleTools 8.47, OpenSSL is designed to load always, regardless of 

the configuration file status. If the configuration file is invalid, an error message appears. 


• In previous releases, web service requests were authenticated at the node level. With 

PeopleTools 8.48, you can now secure web services at the user-level, providing greater 

flexibility and granularity. 

• Improved triple DES encryption has been implemented throughout PeopleTools in 

various locations, such as Configuration Manager and PSADMIN. The improved 

encryption provides increased protection for sensitive text strings, such as passwords 

and connect passwords. Except for the Configuration Manager, the changes are 

transparent and do not require any additional configuration steps. 

• There is a new option in the Web Profile definition, New Session Upon Signon, that 

allows you to specify that, a successful signon will always sign on to a new web server 

session. This prevents a hacker from planning a session for a particular user and the 

user signing into to the fixed session. 




January 2007 

System and Server Administration 


A new timeout warns users when their browser session is about to expire; then, they have the 

option of continuing with their current session by clicking the OK button in the warning 

message. If the user does not respond within two minutes, the session ends and the expired 

connection page opens. As in the past, the user can then return to the PeopleSoft signon 

page. You can change the default settings for this feature in the configuration.properties file. 


• You can start WebSphere as a Windows Service. 

• PeopleSoft Ping is a utility (PeopleTools, Utilities, PeopleSoft Ping) providing 

performance status of multiple processing layers. 


• Application server configuration files for previous versions of PeopleTools can be applied 

to a PeopleTools 8.43 application server. This enables an administrator to rapidly 

reproduce an existing environment on the new version of PeopleTools. 

• PeopleTools 8.43 includes improvements in application server robustness, such as a 

utility to “clean-up” after the application server is shut down, and a process to periodically 

monitor the health of application domains. 

• Application server configuration files are now automatically archived in a new subdirectory, 

\appserv\domain name\archive. 

• This release includes enhancements to detect and kill orphaned application server 

processes. 

• New options have been added to the configuration properties file, including a timeout 

option and a browser URL option. 

• You can use the Log Analyzer utility to analyze and report errors in the activity.log file. 


• Many customers administer and maintain more than one PeopleSoft environment (for 

example, development, test, training, production and more). Environment Management 

Framework in PeopleTools 8.44 enables an administrator to view all PeopleTools 

environment information, including installation, configuration, and update information, 

from a single location. 

• There are two other peers available in PeopleTools 8.44: PeopleSoft Change Assistant 

and the Environment Management Viewer tool. Change Assistant uses Environment 

Management Framework to receive update and configuration information that is 

published in the hub by the agents. You need to use environment management for 

updates and fixes, but not for a full enterprise upgrade. The Environment Management 

Viewer is a diagnostic tool intended for creating a snapshot of the information published 

to the hub. 




January 2007 

• The Gather Utility facilitates communications between PeopleSoft GSC and customers 

regarding technical questions or issues. PeopleSoft GSC directs you to the Gather Utility 

when problems arise. You can also use a self-service website to run this utility and 

submit relevant information about your problems or issues. 

• You can now quickly configure your domain by using the Quick Configure option at any 

time, not just the first time you create the domain. In addition, when you select the 

detailed configuration option, all the values that you enter are saved until you modify 

them again. 

• A number of SYSAUDIT integrity tests have changed for the current release, and new 

queries have been added to several of the tests. 

• In PeopleTools 8.44, the default recycle count for production configuration in PSAPPSRV 

has been increased from 2000 to 5000. This reduces the effective usage of the cached 

objects that are accumulated through the application server process. 

• Verity's search capabilities have been improved in this release with the inclusion of 

Verity's most recent release of its industry-leading search engine. 

• When you set the trace-log character set value to UNICODE using PSADMIN to 

configure a domain, the Appserver and Process Scheduler processes create log files in 

Unicode format (UTF-8). 


• The Cache Settings section of the application server domain configuration includes new 

parameters that allow you to conditionally determine whether you want to do certain 

logging from your application, and to specify the maximum size of the memory cache. 

• The PSTOOLS Options section of your application server domain configuration includes 

new parameters that allow you to specify additional options to be passed to the Java 

Virtual Machine (JVM) that's loaded by the PSAPPSRV process, and to suppress details 

in SQL errors. 

• You can restrict access to a web resource for a single server configuration of PIA when 

using BEA WebLogic Server. When in production, a multiserver configuration would be 

used to accomplish this with your managed server instance of PIA, PIA1, and so on. 

• For consistency with BEA WebLogic and simplicity, IBM WebSphere is now also 

delivered with the key management tool pskeymanager instead of iKeyMan. You use 

pskeymanager to complete the tasks needed to set up SSL on WebSphere 5.1. 

• In PeopleSoft Configuration Manager, the nVision tab includes a new field, Trace Level, 

with which you indicate whether you want PS/nVision to generate independent trace log 

files of two-tier activity, and at what level, for each nVision process. 

• There is a new PeopleTools option called Save Error is Fatal. Select this option when you 

have nonrepeatable PeopleCode logic in your application's SavePreChange or Workflow 

PeopleCode. In previous releases, PeopleSoft applications were coded to assume that 

errors during save are always fatal, but the current PeopleTools release no longer 

behaves this way. Use this option to ensure predictable behavior with your application 

without having to modify your older application code. 




January 2007 

• In the current release, the PeopleSoft Internet Architecture (PIA) configuration of BEA 

WebLogic Server has been expanded to take advantage of WebLogic’s managed server 

architecture. During PIA setup, you can choose between two different WebLogic domain 

configurations: a single-server domain and a multiserver domain. In addition, a 

multiserver domain can be expanded across multiple machines using the distributed 

managed server option. 


• You configure tracing for PeopleCode and SQL events by setting the TraceSQL and 

TracePC trace options in PSADMIN, and on the PeopleSoft Configuration Manager Trace 

tab. The trace information, including timestamps, is written to a log file. 

• There are several new and updated application server domain parameters. For example: 

• You can enable the encryption of data messages between client workstations and 

the application server, or between client workstations and the web server. 

• You can specify the time for a client connection to remain idle before BEA Tuxedo 

terminates the client connection. 

• You can specify where RemoteCall can find the COBOL executables. 

• You can specify the character set to use for processing external data on the UNIX 

application server, such as configuration file and log file name and body, and 

attachment filenames. 


With Enterprise PeopleTools 8.47, the Oracle Application Server 10g is supported, giving you 

an additional web server option. All capabilities currently provided by PeopleSoft running on 

IBM WebSphere and BEA WebLogic also will be available on Oracle Application Server. 

Oracle Application Server 10g offers a comprehensive solution for developing, integrating, 

and deploying your enterprise's applications, portals, and web sites. It is all based on a 

powerful and scalable J2EE server, complete business integration and business intelligence 

suites, and best-of-breed portal software. As the only platform designed for grid computing 

and providing full Service-Oriented Architecture (SOA) lifecycle support, Oracle Application 

Server gives you unmatched scalability, availability, manageability, and security. 


• With PeopleTools 8.48, PeopleSoft is adding support for Oracle Application Server 10g 

10.1.2.02. 

• With PeopleTools 8.48, we support OracleAS Web Cache as a reverse proxy server 

(RPS) to the Oracle Application Server. OracleAS Web Cache can be installed as a 

standalone component or enabled within Oracle Application Server. 

• The Oracle database support includes this enhancement. In previous releases, the 

%UpdateStats meta-SQL construct resolved to ANALYZE TABLE statements. With 

Enterprise PeopleTools 8.48, PeopleSoft has implemented the DBMS_STATS package. 

• PeopleSoft supports the latest Oracle locally managed tablespace (LMT) syntax to 

control segment space allocation. A Locally Managed Tablespace (LMT) is a tablespace 




January 2007 

that manages its own extents maintaining a bitmap in each data file to keep track of the 

free or used status of blocks in that data file. Each bit in the bitmap corresponds to a 

block or a group of blocks. When the extents are allocated or freed for reuse, Oracle 

changes the bitmap values to show the new status of the blocks. 

• The PeopleSoft Tablespace DDL Automation Assistance Tool is available to assist in 

optimizing DDL exclusively for the DB2 UDB for the zOS platform. The tool allows greater 

flexibility in overriding the default DDL parameters for DB2 zOS, and allows enhanced 

control over the placement of tables among tablespaces and tablespaces among 

databases. 

For PeopleSoft Enterprise 9.0 applications, the tool replaces the previously delivered 

"enhanced" installation scripts, which isolate Application Engine temporary tables and 

other tables intended to be used with the %UpdateStats meta-SQL function to individual 

tablespaces. This tool generates DDL to isolate these tables to individual tablespaces, 

automatically. 

• Each record of the type Temporary Table is defined as a VOLATILE table in DB2 Version 

8. This definition takes advantage of DB2 version 8 optimizer’s enhanced capability to 

formulate efficient index access paths for those tables that hold volatile data without 

relying on current table statistics. There is no VOLATILE table in DB2 Version 7. 

• PeopleSoft is extending the Verity search options with PeopleTools 8.48, with the 

following Verity search configurations supported: 

• Verity running natively inside the application server. 

• Verity running as an auxiliary companion process managed by the application server. 

This implementation provides search support on platforms where Verity is available, 

but cannot be linked to the application server. 

• Remote Search Domain. When no Verity support is available on the application 

server deployment platform, a Tuxedo Search Domain deployed on a platform 

supported by Verity will perform searches. 

• By default, in PeopleTools 8.48, Jolt session pooling is enabled. This enables web server 

connections to be shared between user sessions. Sharing web server connections 

reduces the usage of system resources, such as threads and file descriptors. 

• With PeopleTools 8.48, a number of changes have been made to the failover and load 

balancing features. We provide new options for configuring failover and load balancing. 

The options, set by modifying the psserver parameter in the configuration.properties file, 

include the following: 

• Weighted load balancing 

• Strict Failover with Weighted Backup 

• Strict Failover with Sequential Backup 

• An enhancement was made to the application server and web server such that 

PSWATCHSRV now detects and terminates processes that remain in the “idle” state 

during exiting or recycling. PSWATCHSRV uses a new directory beneath the domain 

directory in which each server process writes a file before exiting (named by PID) that 




January 2007 

PSWATCHSRV uses to determine if the process is idle. 

• Server processes hung during application server startup will reach a timeout period and 

be shut down. 

• On UNIX, in the event of an application server crash, a more detailed set of information is 

available in log files for troubleshooting. 

• To improve the performance of the application server, we have enhanced our caching 

mechanism to enable administrators to pre-load file and memory cache used by the 

application server domain. 

• We have added parallel start and stop of application server processes. To make booting 

an application server domain more efficient, using a parallel boot enables you to have 

each server process within a domain start at the same time, rather than one after the 

other (serial). 

• A new option, Percentage of Memory Growth, makes the recycling of a server process 

dynamic as opposed to using a static Recycle Count. 

• New SYSAUDIT queries and a new Record audit query were added for Integration 

Broker and XML Publisher for PeopleSoft Enterprise. 

• With PeopleTools 8.48 data management has been improved with the introduction of 

selective restore functionality for archived data. You can now restore data that had been 

archived with Data Archive Manager back to production tables based upon different 

select criteria than what you used originally to archive the data. 

• A new check box, Set Focus on Save, appears on the PeopleTools Options page. If Set 

Focus on Save Button is selected, focus is set on the Save button when a user saves a 

component. If Set Focus on Save Button is not selected, focus is set on the first control 

on the page that can assume focus when a user saves a component. By default, the 

option is not selected. 


• For Enterprise PeopleTools 8.49, Oracle Application Server 10.1.3.1 is supported. If you 

had used OAS 10.1.2x in previous releases, you need to upgrade. 

• With PeopleTools 8.49, BEA WebLogic 9.2 is supported. Support for BEA WebLogic 8.1 

is dropped. 

• With Enterprise PeopleTools 8.49, IBM WebSphere 6.1 is supported. If you used 

WebSphere 5.1x in previous releases, you need to upgrade. 

• References for the following options have been removed from the configuration file 

templates: TraceOpt or TraceOptMask. These trace options are no longer used. 

• The following directory names have been changed: 




January 2007 

Previous Directory Name Directory Name PeopleTools 8.49 

…\DatabaseInstall 

…\mpinternet 

…\PSCrystal 

…\ mpwebappdeploy 

…\ PsMpDbInstall 

…\ PsMpPIAInstall 

…\PsMpCrystalInstall 

…\ PsMpWebAppDeployInstall 

PeopleSoft Performance Monitor 


PeopleSoft Performance Monitor is introduced with PeopleTools 8.44 to help research 

performance-related issues. The PeopleSoft Performance Monitor is a PeopleTools-based 

application that enables administrators to store and view performance data. It is capable of 

monitoring the performance of multiple PeopleSoft application environments. It provides realtime 

and historical performance metrics and enables administrators to rapidly track and trend 

system response times across the various tiers of the PeopleSoft system and identify 

bottlenecks. 


• With PeopleTools 8.45, you now have an interface that enables you to focus on 

component performance, the Component Trace page. In previous releases it was 

necessary to view all of the performance information generated by the trace. The 

Component Trace page offers better support for performance analysis, debugging, and 

profiling needs of PeopleSoft components. It also offers summary views for server round 

trips, SQL, and PeopleCode. And, it enables you to save trace information and email it in 

XML format to your colleagues or PeopleSoft staff. 

• Three new Performance Metric Units (PMUs) were added for Enterprise PeopleTools 

8.45: 

• PMU 426 (Remote Call Built-in): Enables you to view information related to the 

PeopleCode program, dispatcher program, and the COBOL program. 

• PMU 427 (Deserialization): Enables you to monitor time spent on SQL deserialization 

activity. 

• PMU 428 (Serialization): Enables you to monitor time spent on SQL serialization 

activity. 

• The PPM Monitor Buffer Size default size is now 50 MB to decrease the chances of 

buffer overflows. 

• A variety of enhancements were added to the user interface for the PeopleSoft 

Performance Monitor, including: 

• Search pages display the Advanced Search options by default. 

• Display messages when a particular search retrieved no results. 

• Collapsible group boxes around search parameters on the pages accessed through 




January 2007 

the Analytics and History menus. This increases space with which to display results 

and charts. 

• A new icon appears on web server, application server, and Process Scheduler Server 

pages displaying graphically the current agent filter level. 

• Many Performance improvements are achieved through menu pagelet caching. 

• Additionally, in PeopleTools 8.45, any changes to a menu definition are immediately 

reflected to end-users as caching is now server-based instead of browser based 

LifeCycle Management 

The LifeCycle Management area contains these new feature lists: 

• PeopleSoft Software Updates. 

• Change Impact Analyzer. 

• PeopleSoft Setup Manager. 

PeopleSoft Software Updates 


• The page design for Upgrade Assistant has changed so that status differences can be 

indicated using icons of different color and shape. 

• Database configuration in Upgrade Assistant has been modified to allow for source and 

target operator IDs and passwords up to 30 characters in length. 

• The length for database server names in Upgrade Assistant has been changed from 20 

characters to 256 characters. 

• General copy options are now saved when they are entered. This change resolves a 

problem where the Upgrade Assistant was not using the General Options values that 

were defined in the Upgrade Template. 


• PeopleTools 8.44 introduces new tools, including Change Assistant, to dramatically 

improve the process of finding, analyzing, downloading and installing application patches 

and updates. This slashes the time required for common application maintenance tasks 

such as finding, analyzing, downloading, and installing patches. 

• You can leverage the new Environment Management hub to gather information about 

your environments (including licensed products, maintenance history, and so on) and 

upload this information to the PeopleSoft system. 

• You can download the necessary software updates from the Customer Connection 

website using PeopleSoft Change Assistant. 

• PeopleSoft Change Assistant verifies prerequisites and determines the order to apply the 

software updates. 




January 2007 

• PeopleSoft Change Assistant applies software updates with minimal user intervention, 

following the delivered PeopleSoft Change Assistant templates. 

• Files that are included with software updates can be automatically deployed to the correct 

locations. 

• PeopleSoft Change Assistant keeps a complete history of all software updates applied to 

each environment. 


• Change Assistant has two types of environment validation capabilities to facilitate the 

diagnosis of common installation and configuration problems with both EMF and Change 

Assistant. 

• Tests that verify the basic Change Assistant installation and configuration. After you 

have installed both EMF and Change Assistant, you can run this validation as an 

Installation Verification Test (IVT). 

• An optional validation that tests the readiness of a specific environment prior to 

applying a package. 

• Change Assistant allows you to integrate customizations to objects in a change package, 

and apply the package to non-demo environments (as in, development, test, production 

environments, and so on). 

• In Enterprise PeopleTools 8.44, creating and modifying the HTML documentation 

required significant manual effort by internal development teams and customers alike. To 

address this and improve packaging efficiency, Enterprise PeopleTools 8.46 Change 

Assistant allows the editing of raw HTML. This feature is especially useful when 

customizing the delivered documentation for the propagation process from one 

environment to another. 

• Change Assistant and the EMF hub have been enhanced for better file deployment 

performance. Specifically, improvements have been made to the EMF hub transaction 

persistence design; the communication time between the EMF agent and the EMF hub; 

and, the communication time between Change Assistant and the EMF hub. 

• The EMF hub performance has been improved for those systems supporting multiple 

environments with many EMF agents. This results in better scalability within a single 

EMF hub. 

• Enhancements have been made to the peer ID registration rules on the EMF hub to 

uniquely associate each peer ID with the machine running an EMF agent. This eliminates 

the possibility of duplicate peer IDs, and significantly reduces the possibility of orphaned 

peer IDs. 

• The administrator must consciously start EMF agents. Previously, it was not intuitive that 

our installation process would start the EM agent. 

• You can unregister EMF agents (peer IDs) from the EMF hub. As you remove or retire 

machines from your PeopleSoft environment, this enhancement improves basic EMF hub 

administration by allowing the removal of invalid or undesirable peer IDs from the EMF 




January 2007 

hub. 

• Change Packager enables PeopleSoft developers to package software updates and any 

pre-requisites associated with PeopleSoft application updates. It also enables customers 

to package their own application customizations into a change project, which is then used 

by Change Assistant when migrating from one release or one environment to the next. 

• In this release, you also have the ability to package very large projects as a change 

package. 

• File references in Enterprise PeopleTools Release 8.44 required an absolute file path to 

retrieve the file. PeopleTools Release 8.46 enhances Change Packager to support 

variables so that customers can easily re-package PeopleSoft maintenance, after they 

have made their customization changes and are ready to promote the maintenance to 

non-demo environments. 

• Customers have reported problems in configuring Change Assistant access through 

proxy servers and allowing downloads with their existing firewall rules. Therefore, in 

PeopleTools 8.46, enhancements to Change Assistant support authenticated proxy 

server connections. PeopleSoft supports basic and Windows domain authentication and 

these features were tested on Microsoft Windows ISA Server 2000. 


• Change Assistant can now pass the optional command line parameter, -CMXML, to 

generate browser reports. 

• The Current Demo is now available as an option for the "Compare And Report" Step type 

in Change Assistant. 


A number of performance and usability enhancements have been added to Change Assistant 

for PeopleTools 8.48. To help decrease the amount of processing time needed to apply a 

patch or to run an upgrade, you can run Data Mover and SQL scripts on remote servers and 

set how many process to run concurrently. Usability enhancements include a Gantt chart 

option that will help customers have better insight into the individual steps associated with a 

patch or upgrade. 

Change Impact Analyzer 


Like Change Assistant, Change Impact Analyzer is a tool installed separately from 

PeopleTools, and can be run against any existing version of PeopleTools beginning with 

8.19. It helps you determine the impact of specific changes you plan to make during an 

application upgrade. It's an interactive workbench where you can see the relationships of 

PeopleSoft definitions in a hierarchical view. 




January 2007 

PeopleSoft Setup Manager 


• Setup Manager is a tool that helps lower implementation time and in turn lower 

implementation costs. Setup Manager originated as a setup wizard utility that automated 

the table loading sequence document. 

• In Enterprise PeopleTools 8.46, we have built on this foundation to provide easier and 

faster implementations through features such as: 

• Integration with the setup component interface(s) to automate the loading of data. 

• Categorization of setup data. 

• Support for some non-component based setup. 

• User interface design enhancements to improve usability of more complex 

functionality. 

• Import and Export Project feature resulting in migration improvements. 

• Task list generation resulting in performance improvements. 

PeopleBooks 


The PeopleSoft Integration Tools and Utilities PeopleBook has been discontinued. The 

contents of the PeopleBook have been moved to the PeopleSoft Application Designer and 

PeopleCode API PeopleBooks. 


• The Getting Started with Enterprise PeopleTools PeopleBook was added to the 

documentation set. 

• The PeopleTools 8.44 Server Tools PeopleBook has been renamed Enterprise 

PeopleTools 8.45 System and Server Administration PeopleBook, and the PeopleTools 

8.44 Data Administration Tools PeopleBook has been renamed Enterprise PeopleTools 

8.45 Data Management PeopleBook. Both books have been reorganized. 


With Enterprise PeopleTools 8.47 there is not a new version of PeopleBooks. Enterprise 

PeopleTools 8.46 PeopleBooks are shipped with Enterprise PeopleTools 8.47. However, you 

can download the following PeopleBook Enhancements to the Enterprise PeopleTools 8.46 

PeopleBooks from Customer Connection. These documents cover information that applies to 

Enterprise PeopleTools 8.47 that is not in the Enterprise PeopleTools 8.46 PeopleBooks. 


With Enterprise PeopleTools 8.48, the following PeopleBooks have been added to the 

documentation set: 




January 2007 

• Two new PeopleBooks were added to the documentation set: Change Impact Analyzer 

and XML Publisher for PeopleSoft Enterprise. 

• Documentation for certain products used primarily in previous releases, such as Mass 

Change, is no longer shipped with the software.

PeopleSoft Enterprise PeopleTools 8.4 to 8.49 Cumulative ... - Oracle

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