peoplesoft 8’s portal solutionsmiewlan.tripod.com/document/portaloverview.pdf · ace american...
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PeopleSoft 8’sPortal Solutions
OVERVIEW
Why PeopleSoft?
A Business Oriented Portal Vendor� PeopleSoft’s competency = business solutions for people
� Solutions for your Customers, Suppliers & Employees� Our products enable an orderly eBusiness migration
� Open business processes, break down barriers to profitability, andintegrate the enterprise
� The Open Integration Framework addresses all content� Access, integration, management and presentation within a
business context� We help you increase ROI
� Lower training costs, increasing productivity through self-service,improving relationships, & reduced time-to-benefit
� Our infrastructure supports enterprise-class organizations�Development tools with a proven & complete technology framework�Run time environment that’s scalable, no-code client, global�Multi* - technologies, languages, security, platforms, etc.�Services - consulting, training, partnerships, and user groups
PeopleSoft Adoption & Success
Customer Success
Toyota
Anadarko Petroleum
Sager Electronics
Bell South
Carreker
Waste Management
Darden Restaurants
General Electric
Deutsche Bank
PeopleSoft Customers arechoosing PeopleSoft for their
portal
• Over 150 organizations havelicensed at least one portal
• Unprecedented adoption• Only available for 6 months
• Over 255 portal products have beensold to these 150 customers
• Role-based solutions install morequickly
• Pre-built integration lowers riskand speeds deployment
PeopleSoft Customers as of July 01
Huge Adoption Very QuicklyABN AMRO Bank, NVACE American InsuranceAcuent, Inc.Advanced Resources, Inc.Agile Software Corp.AgReliant Genetics, LLCAllegis GroupAlliant Energy CorporationAnadarko Petroleum CorporationAON Risk Services Australia, Ltd.Armillaire Technologies, Inc.AT&T Wireless Services, Inc.Banco Santander Central
Hispano, SABarra, Inc.BellSouth Corp.Berlin Packaging, LLCBMC Software, Inc.BNY Information ServicesBoard of Governors / Federal
Reserve SystemBracknell Corp.Brasil Telecom, SABusiness At WorkCalifornia State University FresnoCalifornia State University
Long BeachCalifornia State University LACalifornia State University
SonomaCanadian Imperial Bank
of CommerceCapital One Services GroupCarreker Corp.Cathay Pacific Airways, Ltd.CGI Group, Inc.ChartOne, Inc.Cherokee Nation EnterpriseChildrens Hospital BostonCitrix SystemsCity Of El PasoCit Of E did
City of Greater SudburyCity Of HuntsvilleClick Commerce, Inc.Columbia College ChicagoCompania Mexicana De AviacionContinental Casualty CompanyCoorsTek, Inc.CoreStaff Support Services, Inc.Corp. of the City of WindsorCounty of NapaDana-Farber Cancer InstituteDarden RestaurantsDepartment Of Defense-DIMHRSDetroit Public SchoolsDeutsche Bank AktiengesellschaftDick's Sporting Goods, Inc.DigiTerra, Inc.Dijon Corp., Ltd.DyncorpEgg Jersey, Ltd.ELISEpiphany Marketing SoftwareeVerge Group of Texas, Ltd.Federal Reserve Bank of AtlantaFrance TelecomFreddie MacGalyan's Trading Company, Inc.Gemological Inst. of America (CA)General Electric CompanyGlobal Marine Corporate ServicesGMAC Mortgage CorporationGriffith UniversityGrupo Security, SAGuillemot Corp.HDR, Inc.Health Care Service Corp.Henderson & CIA, SAHobart West GroupHutchinson Technology, Inc.IMI Strap, IncInteractive Intelligence, Inc.
Irwin Toy Ltd.kforce.com, Inc.Kirkpatrick & Lockhart, LLPLondon Drugs, Ltd.Louis Dreyfus & CieMahindra British TelecomMaricopa Community College
DistrictMaryland Institute College of ArtMassachusetts Bay Community
CollegeMcLennan CountyMem’l Sloan-Kettering Cancer
CenterMetroMetropolitan Community CollegeMetropolitan CouncilMLT, Inc.Municipal Mortgage & Equity, LLCNational FFA OrganizationNew Jersey City UniversityNewtron GroupNorthwestern Memorial Corp.NSI SoftwareOccidental Hoteles ManagementONET - GIE Assistances ServicesOSF HealthCare SystemPatio Enclosures, Inc.Petit ForestierPhi Kappa PsiPillsbury Winthrop, LLPPMI Mortgage Insurance Co.Polycom Corp.Pontificia Universidad JaverianaPorts of Auckland LimitedPredictive Systems, Inc.President & Fellows
of Harvard CollegePrudential Insurance Company
of AmericaRadioShack Corp.
Regents of The University of CABerkeley
Research Triangle InstituteRMITRogers Communications Inc.Ross Stores Inc.Sager ElectronicsSanta Clara UniversitySiemens Medical Solutions Health
ServicesSmead Manufacturing Co.Southern Company ServicesSPX Corp.SSL InternationalStandard Chartered BankState of ConnecticutSTS Holdings, Inc.Switch NVThomas Jefferson UniversityToyota Motor Manufacturing
North AmericaTritel Communications, Inc.UniFirst Corp.University Of Oklahoma
Health Sci CtrUniversity Of South FloridaUniversity Of Southern
QueenslandUniversity Of St ThomasUniversity Of Texas
Medical Branch at GaUniversity System of MarylandUS Department of StateUS Department of the TreasuryUS Nursing Corp.Vail Corp.VERITAS Software Global Corp.Waste Management, Inc.West Chester UniversityWestinghouse Savannah RiverWisconsin Tech. College Sys.
About ProductsPortal Solutions
Summary of Product
features and
solutions
eBusiness is complexPortals are the Tip of the Iceberg
Customers
BusinessIntelligence
Supplier Management
Suppliers
Human Resource ManagementCustomer Contact Center
Mission-criticalMission-criticalBusiness SystemsBusiness Systems
& Supporting& SupportingProcessesProcesses
Self Service
Materials Management
After Sales Service
ProductionManagement
Global Capabilities100% Internet Architecture
Financial Management
Product Life Cycle Management
Partners
Knowledge Managementand Repositories
Capital Management
Change Requests
Shareholder Relations
PortalPortalEmployees
eStore and eServiceSolutions
Communications &Publishing
xThe way of the web
The Portal ConceptPortals aggregate
content from allsystems in theenterprise
� Alerts
� Enterprise Apps
� Business Processes
� KnowledgeManagement
� Internet content
My Portal Homepage������������
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PersonalizedInternet News
Intranet Data
Extranet Application
KnowledgeApplication
Access
ApplicationAccess
IntranetApplication
Supplier Data
ExtranetDocuments
PeopleSoft applications are only part of any portal
Example of Live Portal
Building blocks for the eBusiness Solutions
Portal Products & Technology
� Pre-built Portals Aggregatebusiness context and pre-builtPeopleSoft content
�One Portal technology� Development, integration and
ongoing management
Building Upon� Content from any application� A run-time environment for
the internet� A Familiar development
environment� Totally web based and open
PeopleTools PeopleTools Development EnvironmentDevelopment Environment
PeopleSoftPeopleSoftInternet ArchitectureInternet Architecture
PeopleSoftPeopleSoftEnterprise PortalEnterprise Portal
CustomerCustomer EmployeeEmployee SupplierSupplier
PeopleSoftPeopleSoftApplicationsApplications
Other VendorOther VendorApplicationsApplications
Portal Content
Delivery of content automatically by role
PeopleSoft Portal in Action
Applications•Payroll•Benefits•Stock
Data•Employee Info•Personal Info
Knowledge•3rd Party Content•Suppliers•Internal Info.
Documents•Paycheck•Applications/Forms
Content Retrieval
Manager•Approve Promotion•Procurement•Approve Expenses
Sales•Manage Contracts•Resource Requests•Customer Information
Optionee •Stock Option Summary•Issuance Instructions•Purchase Activity
Executive •Key Performances•View Strategy•View Scorecards
Roles-BasedEmployee Portal
Employee Portal� Employees = Audience� Horizontal -- ALL Product Lines
�HRMS, Fin., EPM, CRM� User oriented view of content� Role based, relevant, filtered
�Enterprise Portal� Engine for building portal� Open Integration
�More than PeopleSoft
Business Value� Focus, Filter & Function� Operational efficiency� Way to access internet systems
PeopleSoft Portal Solutions
Part
ner
Part
ner
Intranet Extranet InternetSu
pplie
rSu
pplie
r
Res
earc
hR
esea
rch
Fina
ncia
lsFi
nanc
ials
CR
MC
RM
New
sN
ews
HR
MS
HR
MS
EPM
EPM
Non
-PS
Non
-PS
Enterprise Portal EngineEnterprise Portal Engine
Employee PortalEmployee PortalSupplier PortalSupplier Portal
Customer PortalCustomer Portal
A new class of cross-enterprise business
solutions!
What do I license?
AnalogyEnterprise Portalwithout a PortalSolution is likePeopleToolswithout HR.• Enterprise Portal =toolkit for BUILDING a portal.
• Employee, Customer,Supplier Portal = PACKAGEDapplication.
� Q: When do I NEED an Enterprise Portal?� A: When you do not have ANY OTHER
PeopleSoft Portal products
or
� A: When you want to build your ownportal from scratch.
� Q: Do I have to license a separateEnterprise Portal license w/the EmployeePortal?� A: No, buy the Employee, Customer or
Supplier Portal & get "limited use"development rights for the EnterprisePortal at no additional cost.
An Employee Portal will not solve all the issues, however it does break downAn Employee Portal will not solve all the issues, however it does break downmany barriers to employee productivity.many barriers to employee productivity.
� Creates an integrated web-top environment from information silos
� Automated identification and distribution of content relevant to theuser
� A personalized interface for the user based on their role
� Leverages the same information infrastructure used for customers,suppliers, employees, and third-party partners
� The point of delivery for common information, self-service functions,and services that cross the enterprise
� Pre-integrates advanced collaboration capabilities
� Creates and exposes the current information that can be trusted by theemployee
Reasonable Expectations
What an Employee Portal Delivers
Functions of a Portal
Calendar and eMail
SearchPersonalization
Web Publishing
Navigation EnterpriseTaxonomy
Alerts
Self-Service
Analytics
Portal TechnologyOverview
Enterprise Portal
PeopleTools
Internet Architecture
PeopleSoft Portal Technologies
Intranet ExtranetInternet
Applications Data KnowledgeDocuments
PortalContent
What is the EnterprisePortal...
� Full functional portalplatform� Admin. & utilities� Simple tools tocreate, secure ®ister content� Role Based Accessand Security
What it provides...� Personal Homepage� Search Capabilities� Publishing Features� Enterprise Navigation� Taxonomy Control� Template Control
Employees SuppliersCustomers
PortalUsers
Peop
leSo
ftIn
tern
et A
rchi
tect
ure
Rules BasedRoles
OpenIntegration
LDAPInterface
Workflow Upgradeable Translatable
Ente
rpris
e Po
rtal
Search Personal Home Page
Taxonomy & Navigation
Page Assembly
Content Management
Web Publishing
PortalContent
Employees SuppliersCustomers
PortalUsers
Portal Content
❏ Provides the ‘view’ into thesource systems
❏ Two types❏ Pagelets
Small ‘views’ into a system suchas a graph representingdepartment performance on ahomepage
❏ PagesFull function transactioninteraction for employee selfservice and other businessfunctions
❏ Content is typically HTTPaccessible
❏ PeopleSoft Open IntegrationFramework (OIF) can be usedto facilitate content retrieval
ContentRetrieval
Pages &Pagelets
Applications Data KnowledgeDocuments
HTML XML EAI Java COM Pub/Sub
PortalPlatform
PeopleSoft Portal Technologies
Portal Content
Your Database
ApplicationServer
ApplicationServer
WebServerWeb
Server
TUXEDO
RDBMSServer
RDBMSServer
SQL
ServicesServices
App MessagingProcessor
App MessagingApp MessagingProcessorProcessor
QueryProcessor
QueryQueryProcessorProcessor
ComponentProcessor
ComponentComponentProcessorProcessor
Bus InterlinkProcessor
Bus InterlinkBus InterlinkProcessorProcessor
User InterfaceGenerator
User InterfaceUser InterfaceGeneratorGenerator
ProcessschedulerProcessProcess
schedulerscheduler
PortalProcessor
PortalPortalProcessorProcessor
SecurityManagerSecuritySecurityManagerManager
ApplicationEngine
ApplicationApplicationEngineEngine
ApplicationServer
ApplicationServer
TUXEDO
SQL
RDBMSInstanceRDBMSInstance
ApplicationData TablesApplicationApplicationData TablesData Tables
ApplicationMeta data
ApplicationApplicationMeta dataMeta data
PortalRegistryPortalPortal
RegistryRegistry
BatchProcesses
BatchProcesses
ProcessScheduler
Server
ProcessProcessSchedulerScheduler
ServerServer
JavaServletsJava
Servlets
PortalServletPortalPortalServletServlet
PresentationRelay ServletPresentationPresentationRelay ServletRelay Servlet
IntegrationRelay ServletIntegrationIntegration
Relay ServletRelay Servlet
EnterpriseDirectory
Enterprise Directory
LDAPLDAP
PeopleSoft Portal Technology
From the Architecture Perspective
NewsNewsCorporateIntranet
CorporateIntranet
LegacySystemsLegacy
SystemsEmail/
WorkflowEmail/
WorkflowMarketPlaceMarketPlace
ERP/CRMERP/CRM
Content ProvidersContent Providers
Any HTML 4.0+Browser
PortalServletPortalPortalServletServlet
PortalProcessor
PortalPortalProcessorProcessor
PortalRegistryPortalPortal
RegistryRegistry
CompCompRequestRequest
HTTPHTTP
HTMLHTML
HTTPHTTP
HTMLHTMLXMLXML
URL’s/URL’s/WrapperWrapper
PortalServletPortalServlet
ContentRetrievalContentContentRetrievalRetrieval
PageAssembly
PagePageAssemblyAssembly
Presentation/Integration
Relay
Presentation/Presentation/IntegrationIntegration
RelayRelay
RegistryRegistryRequestRequest
RegistryRegistryReplyReply
PortalRegistry &
Content
PortalRegistry &
Content
URL’sURL’sURL’s
PortalTemplates
PortalPortalTemplatesTemplates
Navigation/Taxonomy
Navigation/Navigation/TaxonomyTaxonomy
PersonalPreferencesPersonalPersonal
PreferencesPreferences
UserRolesUserUserRolesRoles
ContentAttributesContentContent
AttributesAttributes
PortalProcesses
PortalProcesses
PersonalizationProcessing
PersonalizationPersonalizationProcessingProcessing
Role BasedAccess
Role BasedRole BasedAccessAccess
ContentCache
ContentContentCacheCache
PortalAdministration
PortalPortalAdministrationAdministration
NewsNews
MarketPlaceMarketPlace
ERP/CRMERP/CRM
OtherServicesOther
ServicesSearch
ServicesSearchSearch
ServicesServices
SecurityManagerSecuritySecurityManagerManager
PeopleSoft Portal Offerings
PeopleSoft Enterprise Portal
PeopleSoft 8 ERP IntegrationOpen Integration
Limited Personalization
PS 8HR
PS 8FDM
Employees SuppliersCustomers
PortalUsers
P
InternetContent
ExtranetContent
OtherIntranetContent
Docs
PP
Full Personalization
PortalContent
PortalPlatform
BrowserBrowser Browser
ppp pP PPP P
Componentsprovided
by...
PeopleSoftEnterprise
Portal
PeopleSofteBusiness
Apps
p
P
Pagelet -
Page -
Fitting to your business case
Multiple Deployment Options
Personal Home Page• Generate excitement
Self-Service Apps & Forms• Focus on ease of use• Content Integration
Integrated Work Systems• Web and Legacy
Department Sites• Reactive Ecospheres• Process OperabilityIntegrated Partnerships• Federated Commerce • Loyalty Rings
Project Benchmarks:Portal Deployment options:• Stand Alone• With other PS Apps• Single/Multiple DB
InformationArchitecture
A taxonomy for
the collaborative
enterprise!
7.5Client
WebBrowser
Windows 7.5 vs PeopleSoft 8
Portals turn business complexity...
...into employee productivity
Global Search
Navigation
Analytics
Tasks & Alerts
Business Content
Roles based
Personalized
Single sign-on
BusinessApplications
Enabling work on the web
Information ArchitectureThe Information Architecture is
Business Process based:� Pre-built Solution
� Reduced effort to deploy� Integrated business processes� Relevant to job/role
� Intuitive Navigation� Easy to use� Less training� Logical hierarchy� Immediate productivity� Usability Tested!
Changing the way a user views and uses an application
Usability & Information Architecture
A strongTaxonomy
improves use ofyour Systems!
User Acceptance
Less Training
Responsive to Work
Lower SupportRequirements
Summary
Differentiation
and
Key Questions
About PeopleSoft’s
Portal Solutions
Our customer’s are telling us...
PeopleSoft Differentiates� Rules-Based-Roles engine…easy user interface for personalization of target
content to users
� Faster deployment of a comprehensive solution
� Business Process focused pre-built packages…competitors only deliver atemplate to be configured
� Employee Portal based on usability and HR/HC best practices
� Flexible architecture: dB, OS, web server, browser, pda/phone
� Metadata driven: abstraction of code from most development efforts
� Proven Upgrade capabilities, reports, tools, and support
� Translatability with upgradeability support
� Viable Vendor that will be around in the future
� Very competitive pricing
PredefinedRoles
� 200+ Predefined corporate roles� Control access to any content source, PS or non-PS alike� Dynamic coordination of roles, permission lists
BP Oriented Navigation
� 7,500+ mapped ERP / CRM / EPM transactions� Navigation oriented around 6 BOB Business Processes� Both navigation path and content completely tailorable
PeopleSoft Pre-Built Portals
Packaged Software Solutions
� Company structures ‘live’ in ERP/CRM - Dept Rollup, Roles, etc� Bi-directional synchronization of data out of the box� Single sign-on to PS apps and extendable to others
Integrationwith ERPand CRM
The stuff no one else has...
EnterpriseStrength
Foundation
� Robust, platform independent architecture� Multi-lingual, Multi-currency, Upgradable, Meta data driven� Full Application Development environment
OpenIntegration
� Synchronous, Asynchronous, Batch methods� Mining data from client server/ legacy systems� Creation & rendering of HTML pages with logic
PeopleSoft Enterprise Portal
Platform Strengths
� Rules bases Roles - Self maintaining� Distributed maintenance of user profiles / roles� Integration with LDAP and other security apps
Flexible / Distributed
Security
The 3 things to remember...
Summary
� The PeopleSoft Enterprise Portal is a feature-rich portal that can beused with or without other PeopleSoft products
� PeopleSoft’s Portal Solutions provide the framework for effectivechange management
� The PeopleSoft Portal Solutions integrate business processes fromthroughout the organization
� Customers realize investment protection through flexible deploymentoptions, the abstraction of metadata from codelines, and themigration-upgradeability of technology
� The PeopleSoft Portal Solutions dramatically lower customerimplementation costs by providing pre-built navigation, taxonomy,and sample role for the enterprise
What’s NextPeopleSoft 8.4
Release Roadmap
and
Planned New
Functionality
Planned Release Schedule as of 08/20/01
PeopleSoft Portal Product Future Roadmap
Q3 2001 Campus Portal SP2 GA
Q4 2001 CFO PortalHRMS Portal Pack EPM Portal PackFinancials Portal Pack
Q1 ‘02Enterprise Portal SP3
Basic Content ManagementContent CategorizationEZ publicationCollaborationMulti Tabbed HomepageRelated Information EnhancementContent RatingsNotification SubscriptionAdministration ReportsSingle Sign-on UtilityInterwoven, eRoom, Documentum
Q2 2001 Customer Portal SP2Supplier Portal SP2CRM Portal Pack SCM Portal Pack
� Content Management� Enhance Content
Management infrastructure� Collaborative document
management� Subscription Alerts (new
content, categories, search)� Classification/Categorization
(integration to MetaTagger,Mohomine)
� Thesaurus - Synonyms� Promotions Utility� Search and Crawling of
Lotus db� Infrastructure
� Multi-Tabbed HomePage� Multiple Portals in single
instance� SOAP & UDDI Support� Enhanced Search - HTML
spidering� Enhanced Wireless Support
� Integration� Interwoven Teamsite -
content management� Documentum 4i - content
management� Interwoven MetaTagger -
classification� Mohomine - classification� eRoom - collaboration,
communities� IBM QuickPlace -
collaboration, communities� Netegrity and Oblix - policy
enforcement� Yahoo - syndicated content
Scoped features as of 06/01/01Subject to change w/o notice
Enterprise Portal 8.4