establishing login interrupts in the peoplesoft enterprise portal june 2007

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Center for Planning and Information Technology THE CATHOLIC UNIVERSITY of AMERICA Establishing Login Interrupts in the PeopleSoft Enterprise Portal June 2007

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Establishing Login Interrupts in the PeopleSoft Enterprise Portal June 2007. Today’s Presenters. Jim GallamoDirector Sonya HughesWeb Specialist Suman RustagiSenior Technical Advisor. Overview. - PowerPoint PPT Presentation

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Page 1: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICA

Establishing Login Interrupts in the

PeopleSoft Enterprise Portal

June 2007

Page 2: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAToday’s Presenters

Jim Gallamo Director

Sonya Hughes Web Specialist

Suman Rustagi Senior Technical Advisor

Page 3: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAOverview

Catholic University created a unique method for interrupting the PeopleSoft Enterprise Portal login process to collect important information.

This presentation describes our experience in developing and implementing this service.

Page 4: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAAgenda

• CUA Overview• PeopleSoft Environment• Development Goals• Implementation Options • Key Development Considerations• Process Flow• Technical Details• Questions

Page 5: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAOverview

• Located in Washington, DC • Founded in 1887• 6000 Students• 1500 Faculty and Staff• Undergrad, Grad and Doctoral programs• 12 Schools including Law School• Research – Tier II

Page 6: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAPeopleSoft Environment

• PeopleSoft SA/HRMS v8.0 SP1, PTools v8.20• PeopleSoft Enterprise Portal v8.8, PTools v8.44• Oracle 9i database• Dell and Sun Microsystems servers• Windows 2000 and Solaris v9 operating systems• Access to SA/HRMS via Enterprise Portal

Page 7: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAServer Environment

Web Servers App Servers

Database Server

Enterprise Portal

Database Server

App Servers Web ServersSA/HRMS

Page 8: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICADevelopment Goals

• Create a simple method for collecting data• Create a user-friendly interface• Configurable to any user population• Reusable technology components• Minimize impact to system performance

Page 9: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICA

Key Development Considerations• Maintain target data in source system• Maintain data integrity between systems• Real-time processing of updates• Removing and reapplying user access• Timing of feature usage by campus• Minimal impact to user navigation

Page 10: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAImplementation Options

• Use Delivered PeopleSoft functionality– Hold/To Do Lists

• Third-party development tools– ColdFusion, AJAX, etc.

• Delivered PeopleSoft technology– PeopleTools, PeopleCode, SQR

Page 11: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICA

Solution• Custom development using PeopleSoft tools• Employ expire password functionality in

Enterprise Portal• Use Sign-on PeopleCode from Enterprise

Portal• Establish data links between systems

Page 12: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process• Users load the guest bypass page on initial login• The password is expired to trigger the interrupt

process• The custom pages are displayed, forcing data entry• The password will remain expired until the data

entry is complete• Upon finishing, the password is un-expired and the

user is logged out• Users can re-login successfully with full access on

their next attempt

Page 13: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process (cont’d)

Page 14: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process (cont’d)

Page 15: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process (cont’d)

Page 16: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process (cont’d)

Page 17: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process (cont’d)

Page 18: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Process (cont’d)

Page 19: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICATechnical Details

Page 20: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICATechnical Details (cont’d)

Page 21: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICATechnical Details (cont’d)

Page 22: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICATechnical Details (cont’d)

Page 23: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICATechnical Details (cont’d)

PeopleTools > Security > Password Configuration > Password Controls

Page 24: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICA

PeopleTools > Web Profile > Select the profile you are using > Go to Look and Feel Tab.

Permission List PSWDEXPR needs access to the new component and all the pages in the component.

Technical Details (cont’d)

Page 25: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICATechnical Details

Update psoprdefn@PAPRD Lset L.lastpswdchange = '18-APR-2006'where exists(SELECT 'K'FROM PS_STDNT_CAR_TERM ZWHERE Z.STRM in ('1071', '1075')AND L.EMPLID = Z.EMPLIDAND EXISTS (select 'x' from PS_STDNT_ENRL Bwhere Z.emplid = b.emplid and z.strm = B.STRM AND Z.ACAD_CAREER = B.ACAD_CAREER AND B.STDNT_ENRL_STATUS = 'E' AND B.ENRL_STATUS_REASON <>

'WDRW')AND NOT EXISTS(SELECT 'Y' FROM

PS_ACAD_PROG A WHERE A.EMPLID = Z.EMPLID AND A.ACAD_CAREER = Z.ACAD_CAREER AND A.STDNT_CAR_NBR =

Z.STDNT_CAR_NBR AND A.EXP_GRAD_TERM = '1071'

AND A.ACAD_CAREER = Z.ACAD_CAREER AND A.STDNT_CAR_NBR =

Z.STDNT_CAR_NBR AND A.EXP_GRAD_TERM = '1071' AND A.DEGR_CHKOUT_STAT <> ' ' AND A.EFFDT = (SELECT MAX(A_ED.EFFDT) FROM

PS_ACAD_PROG A_ED WHERE A.EMPLID = A_ED.EMPLID AND A.ACAD_CAREER =

A_ED.ACAD_CAREER AND A.STDNT_CAR_NBR =

A_ED.STDNT_CAR_NBR AND A_ED.EFFDT <= SYSDATE) AND A.EFFSEQ = (SELECT MAX(A_ES.EFFSEQ) FROM

PS_ACAD_PROG A_ES WHERE A.EMPLID = A_ES.EMPLID AND A.ACAD_CAREER =

A_ES.ACAD_CAREER AND A.STDNT_CAR_NBR =

A_ES.STDNT_CAR_NBR AND A.EFFDT = A_ES.EFFDT)))

Page 26: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICAInterrupt Usage

• Current– Emergency Contact Information – Local Addresses– Cell Phone Notification

• Future– Health Insurance Waivers– Financial Responsibility Statement

Page 27: Establishing Login Interrupts  in the PeopleSoft Enterprise Portal June 2007

Center for Planning and Information TechnologyTHE CATHOLIC UNIVERSITY of AMERICA

Points of Contact

• Suman Rustagi ([email protected])• Sonya Hughes ([email protected])• Jim Gallamo ([email protected])