© 2010 prj consulting peoplesoft enterprise portal

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© 2010 PRJ Consulting PeopleSoft Enterprise Portal

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© 2010 PRJ Consulting

PeopleSoft Enterprise Portal

Agenda

• Background• Portals Defined• Common Portal

Components– Branding / UI– Navigation– Pages / Tabs / Roles– Content Management– Application Pagelets

• Collaborative Workspaces

• Example Portal Implementation

• Web 2.0 and PeopleTools 8.50

© 2010 PRJ Consulting

Portals Defined

• What is a Portal?– In architecture, a portal is a general term

describing an opening in the walls of a building, gate or fortification, and especially a grand entrance to an important structure.

© 2010 PRJ Consulting

Portals Defined

A web portal, also known as a links page, presents information from diverse sources in a unified way.

• Apart from the standard search engine feature, web portals offer other services such as e-mail, news, stock prices, information, databases and entertainment. Portals provide a way for enterprises to provide a consistent look and feel with access control and procedures for multiple applications and databases, which otherwise would have been different entities altogether.

• Examples of public web portals are AOL, iGoogle, MSNBC, Netvibes and Yahoo!

© 2010 PRJ Consulting

Portals Defined

An intranet portal is the gateway that unifies access to all enterprise information and applications on an intranet.

• It is a tool that helps a company manage its data, applications, and information more easily, and through personalized views. Some portal solutions today are able to integrate legacy applications, other portals objects, and handle thousands of user requests. For the enterprise user, it is also known as an enterprise portal.

© 2010 PRJ Consulting

Portals Defined

An enterprise portal, also known as an enterprise information portal (EIP) or corporate portal, is a framework for integrating information, people and processes across organizational boundaries.

• It provides a secure unified access point, often in the form of a web-based user interface, and is designed to aggregate and personalize information through application-specific portlets. One hallmark of enterprise portals is the de-centralized content contribution and content management, which keeps the information always updated.

© 2010 PRJ Consulting

Common Portal Components:Branding / UI

• Your brand is important!

• Usability

• Application Usability (Casual Users, Self-service applications)

• Content Organization

• Personalization

© 2010 PRJ Consulting

Common Portal Components:Branding / UIStandard PeopleSoft Branding (No Branding)

© 2010 PRJ Consulting

Common Portal Components:Branding / UICSUDH Branding

© 2010 PRJ Consulting

Common Portal Components:Branding / UICSUF Branding

© 2010 PRJ Consulting

Common Portal Components:NavigationEnterprise Menu

© 2010 PRJ Consulting

Common Portal Components:NavigationNavigation Components

© 2010 PRJ Consulting

© 2010 PRJ Consulting

Common Portal Components:NavigationNavigation Components

- Grouped by Role or Function

Common Portal Components:Pages / Tabs / RolesExample of Functional and Role based tabs

© 2010 PRJ Consulting

Common Portal Components:Pages / Tabs / RolesExample of Role and Functional based tabs

© 2010 PRJ Consulting

Common Portal Components:Content ManagementRole based, time sensitive content.

© 2010 PRJ Consulting

Common Portal Components:Content ManagementRole based, time sensitive content.

Internally Managed Content and/or RSS Feeds

© 2010 PRJ Consulting

Common Portal Components:Application PageletsNavigation

© 2010 PRJ Consulting

© 2010 PRJ Consulting

Common Portal Components:Application PageletsNavigation

Common Portal Components:Application PageletsActions / Tasks, Personalized Data

© 2010 PRJ Consulting

Collaborative Workspaces

• Collaborative Workspaces enable project teams and other groups within an enterprise to work together more efficiently on important business processes and projects.

• Groups content, discussions, files for a given group with management capability.

• “Portal-lite” / Sub-portal.

© 2010 PRJ Consulting

Collaborative WorkspacesWorkspace Homepage

© 2010 PRJ Consulting

Collaborative WorkspacesDiscussions

© 2010 PRJ Consulting

Collaborative WorkspacesDiscussions

© 2010 PRJ Consulting

Collaborative WorkspacesDocuments

© 2010 PRJ Consulting

Collaborative WorkspacesLinks

© 2010 PRJ Consulting

Collaborative WorkspacesMembership

© 2010 PRJ Consulting

© 2010 PRJ Consulting

Example Portal Implementation: CSUx

Example Portal Implementation

• CSUDH Mock-ups for Student, Faculty and Staff

© 2010 PRJ Consulting

Students Faculty Staff

Academics My Class ScheduleMy Course Schedule

Access Blackboard

Check My Grades

Internships

Registration

x- x-Calculus 101 Dr. A. Smith

Mon: 8-9:30 Wed 8-9:30Lec Hall A

English 200 Dr. B. Jones

Tue: 10-11:30 Wed 5-6:30E. Hall 273

My Advisor x-

Student News (RSS) x-

Link to article 1

Link to article 2

Link to article 3

Additional news and pubs…

Search

My Classes x-Calc 101 (11111111)

Course Homepage

View Course Booklist

Course Workspace

Final Exam: 5/22/2010 5pm East Hall

Final Exam Schedule

Registration Schedule

Personalize Content Layout

Home Sign Out

English 200 (2222222)

Course Homepage

View Course Booklist

Course Workspace

Final Exam: 5/23/2010 2:30pm Rm 203

This Month at CSUDH

Advisor: Jack Smith

Email: [email protected]

Phone: 555/555-1212

Office Hours: M/W 2-4pm

Useful ApplicationsAccess Webmail

Access WebCT

Improved Course Search

Application 4

Application 5

x-

My Professors x-Dr. A. Smith

Website

Send Email

All Courses Taught

Dr. B. Jones

Website

Send Email

All Courses Taught

My Final Exams x-Calc 101 (11111111)

Final Exam: 5/22/2010 5pm East Hall

English 200 (2222222)

Final Exam: 5/23/2010 2:30pm Rm 203

Students Faculty Staff

Calendars x-Academic Calendar

Athletic Events

Career Event Calendar

Events

Student Life

University Master Calendar

Health Center

CareerCareer Event Calendar

Career Search

General Job Search Engines

Internships

Alumni Mentor

x-

Scholarships and Fin AidELM Resources

FAFSA on the Web

Financial Aid Application

Financial Aid Brochure

Financial Assistance

Loans

National Student Clearing House

More…

x-

Campus News (RSS) x-This is News Article 1

Summary

Article 2 Summary

Link to article 3 Summary

Additional news and pubs…

Search

My Memos x-Personalize Content Layout

Home Sign Out

This is my memo 1

This is my memo 2

This is my memo 3

This is my memo 4

Add Memo

Remove checked memos Remove

Find a Professor x-

A-F G-J K-N

O-R S-Z

Classifieds x-Want to Sell Want to Buy

Course Notes

Shared Ride

House

Car

Book

Bike

Give us Feedback! x-Fill out a quick survey

Give us your thoughts in an email

Need Help? x-FAQ

Contact Information

Peer Support

STUDENT PORTAL CONTINUED

Technology Support x-Information Technology

Responsible Use Policy

Computing Services

Student Life x-Disability Accommodation

Dispute Resolution

Student Organizations

University Housing Page

Vehicle Registration Form

Parking

Bookstore

Students Faculty Staff

Human Resources

Policies and Procedures

Classes I’m TeachingBenefits

Frequently Asked Questions

Policies and Procedures

Supervisors Resources

Approve Time

HR Training Tools

x-

x-Policy Doc 1

Policy Doc 2

Procedure Doc 1

Procedure Doc 2

x-Calculus 101 Dr. A. Smith

Mon: 8-9:30 Wed 8-9:30Lec Hall A

Calculus 202 Dr. A. Smith

Tue: 10-11:30 Wed 5-6:30E. Hall 273

Faculty Development CenterComputer Based Training

Personal Development Library

Personal Development Seminars

Student Worker Orientation

Supervisor Training

x-

Support x-

Common PS TaskseProcurement Approvals

Task 2

Task 3

Task 4

Task 5

Task 6

x-

Campus Announcements (RSS) x-

Link to article 1

Link to article 2

Link to article 3

Additional news and pubs…

Search

Tools & ServicesView Student’s Academic Record

Early Warning System

Faculty Development

Solar

My Course Evaluations

Approve Time

My WebCT

BlackBoard

Turn It In

Illuminate

Merlot

Additional Tools and Services…

x-

Personalize Content Layout

Home Sign Out

Technolgy Help Links and FAQ

General Help Links

Contact Information

eProcurement Approval x-Step 1

Step 2

Step 3

My Weather x-

Part Time Faculty CenterHuman Resources Contact Info

CSUDH Departments

Full time opportunities

x-

Students Faculty Staff

Useful University Links

Calendars

My College

My Department

Library

College Advisement Center

x-

x-Academic Calendar

Athletic Events

Events

University Master Calendar

FinanceAccounts Payable

Cashier’s Office

Payroll

Purchasing

General Accounting

Forms

x-

Announcements (RSS) x-

Search

My Traffic & road Closings x-

Personalize Content Layout

Home Sign Out

My College

Announcement 1

Announcement 2

My Department

Dept Announcement 1

Dept Announcement 2

Dept Announcement 3

More college and dept announcements…

Faculty & Staff Directory x-

First Name

Search:

=

Last Name =

Search

Faculty Tab cont 1

Students Faculty Staff

RSS Feed

News Articles

x-

RSS Feed x-

Warehouse Stats (ADA Comp) x-

Search

Personalize Content Layout

Home Sign Out

News Articles

Department Workspaces x-Dept Workspace 1

Dept Workspace 2

Dept Workspace 3

View all workspaces…

Podcasts (RSS) x-Podcast A

Podcast B

Podcast C

Blogs (RSS) x-Blog A

Blog B

Blog C

Non Attendance By Class

Econ 101

Calc 101

Law 102

Chem 100

Faculty Tab cont 2

Students Faculty Staff

Search

Personalize Content Layout

Home Sign Out

Calendars x-Academic Calendar

Athletic Events

Events

University Master Calendar

Campus Safety x-Campus Security Report

Department of Public Safety

Faculty & Staff Directory x-

First Name

Search:

=

Last Name =

Search

FinanceAccounts Payable

Cashier’s Office

Payroll

Purchasing

General Accounting

Forms

x-

Human ResourcesBenefits

Frequently Asked Questions

Policies and Procedures

Supervisors Resources

Approve Time

HR Training Tools

x-

My Development CenterComputer Based Training

Personal Development Library

Personal Development Seminars

Student Worker Orientation

Supervisor Training

x-

Technology Support x-Information Technology

Responsible Use Policy

Computing Services

Support x-Accounts Payable

Advancement

Alumni Search

Office Supplies

Assessment

Athletics

More…

Registration Statistics x-

Group 1

Group 2

Group 3

Group 4

Staff News and Announce. (RSS) x-

Link to article 1

Link to article 2

Link to article 3

Additional news and announcements…

My Workspaces x-Reporting Workspace 1

Reporting Workspace 2

Reporting Workspace 3

Students Faculty Staff

Search

Personalize Content Layout

Home Sign Out

ManagerTime and Labor Approval

Manager Workbench

Chargeback Approval

Address

Emergency Contact

Leave Balance

Address

Birthday

Org Charts

x-

Tools & ServicesRaisers Edge

Glacier

Surveys

Hobsons

Wells Fargo

Additional Tools and Services…

x-

This Month at CSUDH Travel Information x-Book My Flights

Travel Policy

Book Car and Hotel

New Positions x-Position 1

Position 2

Position 3

Staff Tab Continued

Web 2.0 and PeopleTools 8.50

• Web 2.0 on the Internet reveals these common concepts– RSS– Collaboration– Blogging– Wiki– Social Networking– Tagging

Web 2.0 and PeopleTools 8.50

• While PeopleSoft Portal 8.9/9.0 already introduced RSS and Collaboration via Collaborative Workspaces, PeopleTools 8.50 extends this functionality to Business Processes

• Blogging, Wikis, Related Discussions and Tagging are new features in PeopleTools 8.50.

© 2010 PRJ Consulting

Web 2.0 and PeopleTools 8.50

• Related Discussions and Tagging in the Enterprise– Allows transactions and decisions to have

more insight due to social interaction and related data.

© 2010 PRJ Consulting