usm peoplesoft conference
DESCRIPTION
USM PeopleSoft Conference. Successfully Implementing Student Account Creation using Directory Business Interlink, Sign-On PeopleCode and Communications (3 C’s). Presenters. Andy Wolodkin, Database Administrator, Frostburg State University - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/1.jpg)
Successfully Implementing Student Account Creation using
Directory Business Interlink, Sign-On PeopleCode and
Communications (3 C’s)
USM PeopleSoft Conference
![Page 2: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/2.jpg)
Andy Wolodkin, Database Administrator, Frostburg State University
Heidi Diaz, PeopleSoft Administrative Assistant, Frostburg State University
Presenters
![Page 3: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/3.jpg)
This presentation will focus on the creation of student accounts using the Directory Business Interlink and Sign-On PeopleCode with Microsoft Active Directory on a Windows 2000 server. Some of the points we will be discussing will include:
Setting up the Directory Interlink
Customizing Sign-On PeopleCode
Setting Up Communication Tables and Extracting Data
Designing Communications (to notify students of account information)
Creating a Mass Assign Communication
Summary of Presentation
![Page 4: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/4.jpg)
Directory Authentication
![Page 5: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/5.jpg)
User Profile Caching
![Page 6: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/6.jpg)
User Profile Caching Optional
![Page 7: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/7.jpg)
SignOn PeopleCode
![Page 8: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/8.jpg)
Single SignOn
![Page 9: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/9.jpg)
Directory Group Import
![Page 10: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/10.jpg)
Directory Group Import Attributes
![Page 11: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/11.jpg)
Process Directory Group Import
![Page 12: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/12.jpg)
Roles Dynamic Members
![Page 13: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/13.jpg)
Assign Directory Groups
![Page 14: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/14.jpg)
Roles Dynamic Members
![Page 15: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/15.jpg)
App Messaging Monitor
![Page 16: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/16.jpg)
Communications
Why are communications important?
Communications are important so that you can track the times that you have communicated with students.
It gives you the ability to give information to a large number of students.
![Page 17: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/17.jpg)
Two Ways to Assign Communications
Mass Change Definition
Mass Communication Assign
![Page 18: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/18.jpg)
Advantages of a Mass Communication Assign
It provides more flexibility in what information you can extract from a query. Mass change only provides you with predefined fields.
It provides more functionality for areas that traditionally haven’t been able to use Mass Change/Letter Gen ( i.e. HR, Student Records)
![Page 19: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/19.jpg)
Disadvantages of a Mass Communication Assign
Will not be helpful if you are not familiar with PeopleSoft query.
You have to be knowledgeable about the processes in a Mass Communication Assign (not for the inexperienced.)
You can’t use it for administrative functions where the variable data is not the same for everyone.
![Page 20: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/20.jpg)
Complete PS Communication Setup
Step 1: Setting Up the Standard Letter Table
Step 2: Setting Up the Communication Context Table
Step 3: Setting Up the Communication Category Table
Step 4: Setting Up the Communication Speedkey Table
Step 5: Attach Communication to a 3 C’s Group
![Page 21: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/21.jpg)
Navigation to Setup Communication Tables
![Page 22: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/22.jpg)
Setting Up the Standard Letter Table
![Page 23: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/23.jpg)
Standard Letter Table cont…
![Page 24: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/24.jpg)
Setting Up the Communication Context Table
![Page 25: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/25.jpg)
Setting Up the Communication Category Table
![Page 26: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/26.jpg)
Setting Up the Communication Speedkey Table
![Page 27: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/27.jpg)
Attach Communication to a 3 C’s Group
![Page 28: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/28.jpg)
Communication Process
1. Create a query to identify recipients.
2. Extract data and save to a .csv or.xls file.
3. Create and set up the letter template.
4. Merge the letter with the data extract.
5. Print the letters.
6. Extract the EmplID from the above query output and run that list through the Mass Communication Assign Process.
![Page 29: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/29.jpg)
Extracting Data from PeopleSoft
Create a query using Application Designer to pull data from the PS system.
![Page 30: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/30.jpg)
Extracting Data from PeopleSoft cont…Run query to download results into a .csv file or an .xls file.
![Page 31: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/31.jpg)
Letter Creation
![Page 32: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/32.jpg)
Merging the Data into the Letter
Create a letter merge in Microsoft Word. (Tools>Mail Merge)
1. Open the letter template that you created.
2. Open the .csv or .xls file you created by running the query.
3. In the letter, insert the merge fields, which are the placeholders that tell Microsoft Word where to insert data from the data source.
4. Merge the data from the .csv or .xls file into the main document.
5. Each record in the .csv or .xls file produces an individualized letter.
![Page 33: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/33.jpg)
Extracting Data from PeopleSoft cont…
Extract Emplids from .csv or Excel file and paste them into a TextPad file.
![Page 34: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/34.jpg)
Extracting Data from PeopleSoft cont…
Name the file and save it to an area of your choice.
![Page 35: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/35.jpg)
Mass Communication Assign Process
![Page 36: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/36.jpg)
Home > FSU Customizations > Financial Aid > Process > FSU Mass Communication Mgmt
![Page 37: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/37.jpg)
Checking on Communications
Build Community>Communications>Use>Communication Management
![Page 39: USM PeopleSoft Conference](https://reader035.vdocuments.us/reader035/viewer/2022062315/56815018550346895dbdff13/html5/thumbnails/39.jpg)
Q&A