orgpublisher for peoplesoft hcm -...

OrgPublisher for PeopleSoft

HCM

OrgPublisher for PeopleSoft HCM Table of Contents

The information contained in this document is confidential and proprietary to Aquire Solutions, Inc. This information may not be distributed or used for any purpose other than the evaluation of Aquire solutions, nor may it be disclosed to any party without the prior written consent from Aquire.

Revised 09/19/11 2

Table of Contents

Overview ................................................................................................. 3

Launching ................................................................................................ 3

Inside the Connector ............................................................................... 3

Create a Data Source ................................................................................. 5

Data Source Toolbar ............................................................................... 5

Add a Data Source .................................................................................. 5

Test the Data Source .............................................................................. 6

Data Source Connection Completed .......................................................... 7

Editing a Data Source ............................................................................. 7

Deleting a Data Source ........................................................................... 8

Discover ................................................................................................ 9

Generate a Chart .................................................................................... 10

Close a Chart ....................................................................................... 13

Add – Custom Multi-Step Chart .............................................................. 13

Defined Charts Window ......................................................................... 19

Edit Fields Displayed in the Work Area ..................................................... 20

Edit a Chart Definition ........................................................................... 21

Field Mapping ......................................................................................... 23

Adding Custom Fields ............................................................................ 25

Delete a Custom Field ........................................................................... 27

Reset Mappings in a Chart ..................................................................... 27

Copy an Existing Chart and Modify .......................................................... 28

Format .................................................................................................. 28

View ...................................................................................................... 29

Publish .................................................................................................. 29

Download ............................................................................................ 29

Delete a Published Chart ....................................................................... 30

Schedule ............................................................................................. 30

Copyright and Trademarks ....................................................................... 32

OrgPublisher for PeopleSoft HCM Overview


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Overview OrgPublisher for PeopleSoft® HCM offers you pre-built templates using the most frequently used fields from PeopleSoft® HCM. You can apply chart templates for a desired look and feel. To customize the chart further, an option is also available to send the data fields to OrgPublisher for additional formatting.

Launching To open OrgPublisher for PeopleSoft® HCM, click Start then Programs. Select OrgPublisher for PeopleSoft HCM from the program list.

Figure 1.

Click OrgPublisher for PeopleSoft HCM from the options list to launch the application.

Inside the Connector When you launch OrgPublisher for PeopleSoft® HCM, you are taken to the Start Page. This page contains three panes:

• Navigation - Lists the PeopleSoft HCM version available. • Chart Building Progress - Identifies where you are in the creating an

organization chart process. • Start Page - Active work area (currently displaying the Welcome text)

for making selections when creating a chart.

Note: The currently supported PeopleSoft® database is Oracle® 10g only.

OrgPublisher for PeopleSoft HCM Overview


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Figure 2.

OrgPublisher for PeopleSoft HCM Create a Data Source


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Create a Data Source To create a chart, first select the Data Sources option for your active PeopleSoft HRMS system in the Navigation window.

Figure 3.

This activates the Work Area, initially displaying the Data Source toolbar.

Figure 4.

Data Source Toolbar The Data Source toolbar contains 4 buttons:

1. Add – Click this button to create a new data source.

2. Edit – Click this button to edit a selected data source.

3. Discover – Click this button to verify the PeopleSoft HCM version, as well as the types of hierarchies available.

4. Delete – Click to remove a selected data source

Add a Data Source Click Add to create a new data source. Provide the following information on the Add Data Source dialog to create the data source.



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Figure 5.

1. Select the Primary Data Source check box to indicate that this will be your primary source.

2. Type the Name of the data source.

3. Click the down-arrow in the DSN (Database Source Name) field to select the directory (location) of and the ODBC (Open Database Connectivity) driver to connect to the data source.

4. Type the user ID for the data source in the Login field.

5. Type the Password for the data source.

Test the Data Source Once you have completed the required information you must test the data source to ensure you have a proper connection. Click Test Connection.

Figure 6.

If the data source connection successful message is not returned, modify the information in the Add Data Source dialog and test again.



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Figure 7.

If the connection is successful, click OK then click Save.

Data Source Connection Completed After you have saved the data source connection, the Work Area will contain the Data Source name you selected, the DSN you selected to use and the Last Discovered date and time. You can create additional data sources, as needed.

Figure 8.

Editing a Data Source You may need to edit your data source, to do so:

1. Select the data source name in the Work Area pane that you want to edit.

2. Click Edit.

Figure 9.

3. The Edit Data Source dialog opens.



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Figure 10.

4. Modify the information as needed.

5. Click Test Connection. If the connection is successful dialog appears, click OK.

6. Save the updated connection.

Deleting a Data Source To delete a data source:

1. Select the data source name in the Work Area pane.

2. Click Delete.

Figure 11.

3. A message prompts you to verify you want to delete the data source. Click Yes.



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Figure 12.

Discover When you create a data source connection and then save the results, the discovery process is automatically performed. After clicking Save, a message displays indicating that the discovery is in process.

You can click Discover at any time on the selected data source to ensure all possible hierarchies are available when creating an organization chart.

Figure 13.

OrgPublisher for PeopleSoft HCM Generate a Chart


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Generate a Chart After you have created a data source, you are ready to create a chart. In the Navigation pane, select Charts. The Chart Toolbar opens in the work area.

Figure 14.

1. Click Add. The Add Chart dialog opens to the Standard Chart (One Step) tab. One-Step is the default option.

Figure 15.

2. Type the Chart Name.

3. Click the drop-down arrow to select a Data Source.

Figure 16.

4. Click the drop-down arrow to display the Chart Type options.

Figure 17.

5. Select a chart type, Enterprise or Succession Planning and click Next. The Select a Chart Template dialog opens.



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Figure 18.

6. Select the associated check box for template format you want to use in your chart.

7. The Add Chart dialog contains two buttons on the bottom-right of dialog. Click Verify Chart and Add and Publish chart.

• Verify Chart (Recommended) – Click this button to display data in OrgPublisher’s Web Administration server. If there are no errors, the chart displays. If errors exist, they are displayed in the Errors Found in Data dialog.



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Figure 19.

To read more about handling data errors, please click on the following links: Managing Orphan Records Additional Information on Orphan Records Recursive Records To finish the display of the chart, scroll in the list to find the box that should appear at the top of the chart. Select the record and then click OK.

8. Add and Publish Chart – Click this button to display data in OrgPublisher’s distribution format (ready for placement on the intranet). Default functionality, such as searching, printing, drilling and level display, is available from the toolbar. No editing is offered with this option.

Note: If errors exist, you do not see a complete structure.

http://www.aquire.com/training/docs/opdatadiagnostics.pdf#view=Fit&nameddest=Orphans

http://www.aquire.com/support/howto/howto.aspx?howto=T0144

http://www.aquire.com/training/docs/opdatadiagnostics.pdf#view=Fit&nameddest=Recursive



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Figure 20.

Click the following link to read more about using a published chart. Using a Published Chart

Close a Chart To close the published chart window or a chart opened in Web Administration server, click the close button in the top right corner of the window.

Figure 21.

You can also press Esc on your keyboard to close.

Add – Custom Multi-Step Chart A second chart creation option is the Multi-Step wizard. This option provides more control in the fields available for display within the chart.

1. In the Add Chart dialog, click on the Custom Chart (Multi-Step Wizard) tab.

http://www.aquire.com/support/howto/howto.aspx?id=mcwfu



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Figure 22.

2. Type the Chart Name.

3. Click the down-arrow to select the Data Source.

4. In the Select a Chart Type pane, select either the Enterprise or Succession Planning check box. Click Next.

5. Select a Chart Template check box associated with the format you want. Click on Next.

Figure 23.



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6. Select a Chart Hierarchy option, Supervisor, Position, or Organization.

Figure 24.

• Supervisor is a person-to-person relationship. • Position is a full or partial position management relationship. • Organization is a departmental hierarchy. Please note: These are made available by clicking Discover in the Data Sources Work Area.

7. Click Next. The Field Mappings dialog displays all fields that are mapped for the chart template you have selected.



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Figure 25.

See the section on Field Mappings to discover other options available for customizing the data output.

8. Click Next. The Query Filter – optional dialog provides a space to write custom SQL queries to filter the data fed into OrgPublisher. An example might be to filter the output to a specific SetID.



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Figure 26.

Click the following link to review the document containing sample SQL and business cases for use in this option. OrgPublisher for Peoplesoft HCM Query Filter

9. The Add Chart dialog contains two buttons on the bottom-right of dialog. Click Verify Chart and Add and Publish chart.

• Verify Chart (Recommended) – Click this button to display data in OrgPublisher’s Web Administration server. If there are no errors, the chart displays. If errors exist, they are displayed in the Errors Found in Data dialog.

http://www.aquire.com/training/docs/OrgPublisherPeopleSoftQueryFilter.pdf#page=3&view=Fit



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Figure 27.

To read more about handling data errors, please click on the following links: Managing Orphan Records Additional Information on Orphan Records Recursive Records

To finish the display of the chart, scroll in the list to find the box that should appear at the top of the chart. Select the record and then click OK.

• Add and Publish Chart – Click this button to display data in OrgPublisher’s distribution format (ready for placement on the intranet). Default functionality, such as searching, printing, drilling and level display, is available from the toolbar. No editing is offered with this option.

Note: If errors exist, you do not see a complete structure.

http://www.aquire.com/training/docs/opdatadiagnostics.pdf#view=Fit&nameddest=Orphans

http://www.aquire.com/support/howto/howto.aspx?howto=T0144

http://www.aquire.com/training/docs/opdatadiagnostics.pdf#view=Fit&nameddest=Recursive



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Figure 28.

Click the following link to read more about using a published chart. Using a Published Chart

Defined Charts Window Once you have created a chart, you can access it within the Charts Work Area. The columns of information displayed in this window can be modified. A definition of each column option is provided below.

Figure 29.

• ChartID – The system generated identifier for the chart definition. • Name – The name you provided when creating the chart. • Template Category – The system generated identifier you selected when

creating the chart. The categories are: Enterprise and Succession Planning.

• Template – This is the name of the chart template you selected from under the category

http://www.aquire.com/support/howto/howto.aspx?id=mcwfu



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• Template – The name of the template you selected when creating the chart.

• Hierarchy – The hierarchy selected to build the structure of the chart. Hierarchy options are: Supervisor, Position, and Organization.

• Where Clause – If a custom SQL query was written to filter the data extracted from PeopleSoft, it is noted here.

• Last Published – The last date and time that the chart was published.

Edit Fields Displayed in the Work Area You can change what fields are displayed in Charts Work Area.

1. Move the mouse pointer onto the right edge of a column heading.

2. Click the drop-down arrow.

Figure 30.

3. Move the mouse pointer to Columns.

Figure 31.

4. Click the check box to add fields to the columns or clear the check box to remove the fields to the columns.

5. The selected fields are displayed left to right in the Chart Work Area.



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Edit a Chart Definition 1. To edit an existing chart definition, select the chart in the Work Area list and

click Edit.

Figure 32.

The Edit Chart dialog opens at the Custom Chart (Multi-Step Wizard) tab.

Figure 33.

2. Select a Chart Type check box if you want to change from one type to another. Click Next.

3. Select a Chart Template if you want to change your original selection. Click Next.

Note: In this dialog, you can change the type of chart you want to create. It is recommended that you create a new chart with new options to eliminate the risk of modifying a chart definition that you want to keep.



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Figure 34.

4. Select a Chart Hierarchy if you want to modify your original selection.

• Supervisor is a person-to-person relationship • Position is a full or partial position management relationship • Organization is a departmental hierarchy

Note: If you added additional fields when this chart was created and then modified the template in OrgPublisher, changing the template overwrites your modifications. In this scenario, it is best to create a new chart.



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Figure 35.

Field Mapping You can add or modify fields available in your chart when you create a new chart or edit an existing chart.

1. Click Edit. The Edit Chart dialog opens to the Custom Chart (Multi-Step Wizard) tab.

2. Click Next until you reach Step 4, Field Mappings.

A list of categorized tables displays in the Datasource Tables column. You can expand each category by clicking the + (expand) or – (collapse) button beside each category name.

Note: These hierarchy descriptions are available by clicking Discover in the Data Sources Work Area.



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Figure 36.

A numbered list displays the field Name (in the order OrgPublisher reads the data) in the OrgPublisher Fields column. The Map To column displays the mapped PeopleSoft fields. These mapped fields display the table and field name from the PeopleSoft database.

Fields required by OrgPublisher or the selected template are locked (grayed out). You cannot change the field fed to OrgPublisher.

Figure 37.

To read more about the field layout for OrgPublisher click the link provided below. OrgPublisher Input File Layouts Fields required by OrgPublisher or the selected template that can be modified appear in color. You can change the field fed to OrgPublisher

Figure 38.

http://www.aquire.com/training/docs/opoverviewandbasics.pdf#view=Fit&view=Fit&nameddest=FileLayout



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Fields in which you can provide your field choice are noted by the text Drag Field Here.

Figure 39.

Adding Custom Fields The template you select contains pre-selected fields to populate the chart as designed. You may modify some of these pre-selections (as noted above) or you can add additional fields. Added fields require editing the template in OrgPublisher for display. If you select a numeric field, you may also want to summarize the values in the field within the chart.

1. In the Field Mappings dialog, select and expand the category name to view the available fields.

2. At the bottom-right of the dialog, click Add Field.

Figure 40.

Note: OrgPublisher stores information about the field order and definitions of the fields within a formatting template for each data feed. When using the templates supplied in OrgPublisher for PeopleSoft HCM, you cannot modify the default fields defined for the template. You can add additional fields. You must modify the formatting template in OrgPublisher to see these fields within the chart.



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3. A new Custom Field record is added at the end of the list of OrgPublisher Fields.

4. Place the mouse pointer on the desired field in the Datasource Tables column. Hold the left mouse button down and drag the field name onto the Drag Field Here box next to the newly added custom field record.

Figure 41.

As you drag the field, you can see a tooltip with the field name and a red “Not” symbol.

5. When the mouse pointer reaches the Drag Field Here box, it turns green. A tooltip displays the field name and a green check mark. Release the mouse button.

Figure 42.

The Datasource Tables field is added to the OrgPublisher Fields list.

Figure 43.



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6. Click Next.

7. Click Verify Chart. This option displays the data in OrgPublisher’s Web Administration server. If there are no errors, the chart appears. You must now format the new custom field(s) for display in the chart. To read more about custom fields in OrgPublisher, click the link provided below.

Custom Fields To read more on formatting the chart, click the link provided below. Formatting a Chart

Delete a Custom Field Although this option is offered within the Chart Work Area, the field label still appears in the organizational chart. You must edit the chart in OrgPublisher Web Administration server to eliminate the display of the field label. To read more about hiding the field label, please click the link below.

Show/Hide Chart Components

1. Select the chart you want to modify.

2. Click Edit. The Edit a Chart dialog opens at the Custom Chart (Multi-Step Wizard) tab.

3. Click Next until you reach Step 4, Field Mappings dialog.

4. Select the field in the OrgPublisher Fields column you want to delete.

5. Click Delete.

Figure 44.

Reset Mappings in a Chart If you have added fields to a chart and wish to return to the original settings, you can reset the field mappings.


Note: DO NOT DRAG ANOTHER FIELD INTO THIS POSITION. This can have a negative effect on your template. Add a New Field (which appears at the end of the OrgPublisher Fields column) and then drag in a new field from the Datasource Fields column.

http://www.aquire.com/training/docs/opcustomfields.pdf#view=Fit&nameddest=CustomFieldDefine

http://www.aquire.com/support/howto/howto.aspx?id=menu6

http://www.aquire.com/training/docs/opformatting.pdf#view=Fit&nameddest=ShowHide



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2. Click Edit. The Edit a Chart dialog opens at the Custom Chart (Multi-Step Wizard) tab.

3. Click Next until you reach Step 4, Field Mappings dialog.

4. Click Reset Mappings.

Figure 45.

This resets the chart to the default mappings.

Copy an Existing Chart and Modify You can copy an existing chart and then modify the available fields. You may want to do this to work on new options without disturbing your working chart.

1. Select the chart you want to copy.

2. Click Copy.

Figure 46.

3. The Edit a Chart dialog opens at the Custom Chart (Multi-Step Wizard) tab. Modify the fields as noted in the Adding Custom Fields section of this manual.

Format You can modify formatting within a chart using OrgPublisher Web Administration server.


2. Click Format.

Figure 47.



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3. The chart opens in OrgPublisher Web Administration server.

To learn more about modifying the chart in OrgPublisher, click the link below. Using OrgPublisher

View The View option publishes a chart using the existing or last created data extraction. This eliminates the need to access the data source and extract the most current data.

• To quickly view a published chart, select the chart and then click View.

Figure 48.

The chart opens in OrgPublisher Web Administration server with the data previously extracted. To return to the Chart Work Area, press Esc on the keyboard or close the published chart window.

Publish You can quickly republish an existing chart by selecting the chart and then clicking Publish.

Figure 49.

The chart opens in OrgPublisher Web Administration server with the most current data from your data source.

Download If OrgPublisher is installed on the machine used to access OrgPublisher for PeopleSoft® HCM, you can select a chart and then click Download to open in OrgPublisher.




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Figure 50.

This is useful when you are running OrgPublisher on a server and want to schedule the publishing of ECharts. ECharts offer security options and allow you to control the maximum number of levels viewed by a user. To learn more about publishing and EChart security, please click on the links below.

Publishing

EChart Security

Delete a Published Chart 1. Select the chart and then click Delete.

Figure 51.

2. You are prompted to confirm the deletion of the select chart. Click OK.

The chart is removed from the list of available charts.

Schedule The Schedule button provides instructions to schedule the publishing of a chart from within OrgPublisher for PeopleSoft HCM. This produces a chart published as PluginX.

Figure 52.





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Technology Stack

Figure 53.

For additional information, please refer to the OrgPublisher PeopleSoft HCM Schedule.

OrgPublisher for PeopleSoft HCM Copyright and Trademarks


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Copyright and Trademarks COPYRIGHTS Copyright © 2001 – 2011 Aquire. All Rights Reserved. Information in this document is subject to change without notice. The software described is furnished under a license agreement or nondisclosure agreement and may be used or copied only in accordance with the terms of those agreements. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical for any purpose other than the purchaser’s personal use without the written permission of Aquire.

Aquire

400 E. Las Colinas Blvd., Suite 500

Irving, Texas 75039

USA

1+ 214.574.5020

[email protected]

http://www.aquire.com

TRADEMARKS

All trademarks are properties of their respective owners.

OrgPublisher™, Unifi™ Platform, OrgHistory™, OrgSuccession™, and OrgPlan™ are trademarks of Aquire in the United States and other countries.

Microsoft®, Windows®, Windows 2000, Windows XP, Windows Vista™, Windows 2003, Windows 2008, Windows NT, Windows 7, and Internet Explorer, are either registered trademarks or trademarks of Microsoft Corporation in the United States and other countries.

Oracle®, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates.

HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology.

Apache™ is a trademark of The Apache Software Foundation.

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