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Copyright 2012, Oracle and/or its affiliates. All rights reserved.
New Functional PeopleTools Capabilities for the Line of Business User

Jeff Robbins Senior Director, Technology Strategy PeopleSoft
Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
Program Agenda
PeopleTools Investment Strategy 5 PeopleTools Features you should pay attention to Future Direction what to keep any eye out for
Addressing Challenges
Ongoing Delivery of Impactful Capabilities
Interaction Hub Related Actions Framework Forms & Approvals Builder Modal Windows Partial Page Refresh BI Publisher Related Information Dashboards
PeopleSoft Test Framework Continuous Delivery
Collaboration Tools
Workspaces
2008
5 Copyright 2012, Oracle and/or its affiliates. All rights reserved.
2010
2012+
Strategic Investments Across Release 9.2

Alignment of Investments to Customer Needs
Global Search Activity Guides / Train Stops Pivot Grids Workcenters PeopleSoft Update Manager Mobile Solutions Effortless Navigation and Information Retrieval Intuitive Self-Service Process Flows Access to Actionable Information Increased User Job Effectiveness Cost Effective Means of Staying Current Enablement of a Mobile Workforce
PeopleSoft Product Roadmap

Long Term Release Strategy
PeopleSoft 9.2
9.2 Feature Packs
PeopleSoft 9.3
9.3 Feature Packs
PeopleSoft 9.4
9.4 Feature Packs
2013
2014
2015
2016
2017
2018
2019
PeopleTools 8.54 PeopleTools 8.53
PeopleTools 8.56 PeopleTools 8.55 PeopleTools 8.57
PeopleTools 8.58 PeopleTools 8.59
PeopleTools Releases & Feature Packs 12 -18 Months

Major Applications Releases Every ~3 Years
5 PeopleTools Features you should pay attention to

Homepage / Dashboard for mobile deployment Related Actions, Hover, Related Content PS Query Pivot Grids PeopleSoft Test Framework
5 Top Functional PeopleTools Features

Homepage / Dashboard for mobile deployment Related Actions, Hover, Related Content PS Query no, really Pivot Grids PeopleSoft Test Framework
Enterprise Applications User Experience
2002
10
PeopleSoft Interaction Model

Homepage
11

Functional Dashboard
12
PeopleSoft Interaction Hub

Core PeopleSoft Technology Component New name for the PeopleSoft Enterprise Portal Key features offered with PeopleTools At No Cost Provides:
Site-wide branding Homepage and personalized dashboards Unified navigation across multiple apps Rich collaboration
ORACLE PRODUCT LOGO
PeopleSoft Interaction Hub Create a Personal Dashboard
14
CUSTOMER EXAMPLE:
Southern Company
15
mySOurce Home Self-Service Options

How Do Is Me at a Glance My To Dos Chat Create Online Case 100+ Roles for Targeted Content News Articles Calendar of Events
16
mySOurce How Do I
Targeted Help on over 250 business processes
Auto Suggest Search Text Embedded ESS Related HDIs
Provides additional related business processes
Did You Know(s)

Random display of additional facts
Most popular HDIs

Page specific
17
mySOurce Me at a Glance
Role-based Content
Easy access to personal information, one click to update Eliminates deep navigation Eliminates confusion with launching another application Delivers instant confirmation the change was successful
mySOurce My To Dos
Consolidated Worklist Pagelet
Integration with multiple solutions:
LMS pending training Expense approvals and notifications Invoice approvals Multiple HR related transactions such as cash awards, tuition reimbursements, status changes, promotions, etc. More in progress
Includes both HR and non HR related action items
19

Hover, Related Actions, Related Content
20
ORACLE PRODUCT LOGO
Related Actions Related Content
21
PS Query Connected Query Pivot Grids
22
Query: The Key to Accessing PeopleSoft Data

Saved Queries:
Reusable, Secure Data Access!
Query
Scheduled queryreport or email Ad-hoc analysis (use drilling URLs)
Data source provider

PS/nVision
Business Metadata Row-Level Security
BI Publisher (with Connected Query) Pivot Grid Query Access Service RSS Feed Pagelet Related Actions/Related Content
PeopleSoft Application Data
23
Define Expressions To Drill From Query Results

STANDARD QUERY
US Employees with: o Country o Department o Employee Id and Name
DEAD END
No way to explore data without either o Manually running another query o Writing down the information and navigating
elsewhere
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Define Expressions To Drill From Query Results

SAME QUERY WITH DRILLING URL
US Employees with: o Country o Department o Employee Id and Name
START FOR ANALYSIS

Drill On DeptId to see all employees worldwide
for that department

Drill on Employee Id or name to drill directly to
the Person Data page
25
Connected Query
401k
Investment 1 Investment 2 Investment 3
Profit Sharing
26
Connected Query Hierarchical Data

401k
Profit Sharing
27
Connected Query
Multiple queries run as one Hierarchical XML result For use with BI Publisher
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Connected Query
Makes Unions Easier Example of a Union in Query
Field 1
Query 1
Field 2
Field 3
Field 4
Field 5
Field 6
Data
Query 2
Data x x
x Data x
x Data x
x x Data
x x Data
x
Query 3
Manage separate queries instead of one large definition Eliminate field placeholders
Query and Connected Query

Connected Query Query
Sub Reports Unions Multiple Outer Joins Outer Joins Hierarchical Data
Prompts Standard Joins Criteria
30
PeopleSoft + Reporting
Technology Strategy Responding to how your employees work
Functional and Operational Analytics Online, real-time viewing of data Reusable components, multiple publication options Information available where and when its needed
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PeopleSoft + Reporting
Technology Strategy Pivot Grids
Much improved graphical charting, SVG, PNG Related Actions integration Pivoting in chart mode (not just grid) Progressive filtering Improved administration
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PeopleSoft Test Framework
33
What is PeopleSoft Test Framework?

Business Drivers Change is inevitable and constant
Enhancements Maintenance Upgrades
Change is risky and expensive

System testing is time consuming and costly Accurate impact information is difficult gather
34

Background & Overview PeopleSoft Test Framework
Introduced in PeopleTools 8.51 More than just a Record and Playback tool Integrated with lifecycle management Integrated with PeopleTools Tests and test cases are PeopleTools managed objects
o Comparable o Copyable
Enhances data from Usage Monitor and Compare Report

Oracle Proprietary and Confidential

Reduce Cost Of Ownership Usage Monitor released in 8.51
Critical to impact analysis
o Understand what objects are used in your application o Extends PTF and Compare Report data
Compare Reports To Tables released in 8.51

Stores compare data in application tables Critical to impact analysis
o Understand what objects are being changed o Extends Usage Monitor and PTF data

Why Invest in PTF
Application system testing
o Automated testing
PeopleSoft Application
Usage Test Cases
Change
Impact Analysis
37

Value of meta data
70 60 50 40 30 20 10 0 Impacted Test Cases Non-Impacted Testa Cases
38
PeopleTools Features to keep an eye out for
39
Strategic Investments Across Release 9.2

Alignment of Investments to Customer Needs
Global Search Activity Guides / Train Stops Pivot Grids Workcenters PeopleSoft Update Manager Mobile Solutions Effortless Navigation and Information Retrieval Intuitive Self-Service Process Flows Access to Actionable Information Increased User Job Effectiveness Cost Effective Means of Staying Current Enablement of a Mobile Workforce
40
Learn More
PeopleSoft Information Development Resources
Information Portal
Hosted & Mobile PeopleBooks
Doc Home Pages and Enterprise Integration Point Maps
Video Feature Overviews
Cumulative Feature Overview & Upgrade Resource Report Tools
Business Process Maps & Entity Relationship Diagrams

Click images for more information
41
PeopleTools Sessions of Interest

Monday
Time 10:45 12:15 Title Performance Tuning for the PeopleSoft Administrator Art of the Possible: A Great User Experience via PSFT Applications Portal Putting the PeopleSoft Test Framework to Work for You Oracle Engineered Systems Success with PeopleSoft 4:45 PeopleSoft Technology Roadmap Session CON9210 CON9188 CON9190 CON9204 CON9183 Room 3009 3009 3011 3008 3002/4
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Tuesday
Time 10:15 11:45 Title PeopleTools Roadmap: Mobile Applications Securing Your PeopleSoft Integration Infrastructure Mastering the PeopleSoft Reporting Suite Securing Your PeopleSoft Environment Today & Preparing for Tomorrow Using Virtualization to Manage TCO 1:15 5:00 Implementing a PSFT Maintenance Strategy with PSFT Update Manager PeopleTools Developer: PeopleTools 8.53 in Action New Functional PeopleTools Capabilities for the Line of Business User
Session CON9196 CON9205 CON9201 CON9202 CON9206 CON9192 CON9187 CON8932
Room 3009 3011 3011 3009 3007 3009 3009 3007

Wednesday
Time 10:15 Title PeopleTools Roadmap: Integration Broker Understanding PeopleSoft Maintenance Tools & How They Fit Together 11:45 1:15 3:30 Taking Advantage of PeopleTools New Search Features PeopleTools Developer: Tips & Techniques PeopleTools Roadmap: Platforms Case Study: Delivering a Ground-Breaking User Interface with PeopleTools PeopleTools 8.53 Experiences - Panel Discussion PSFT Update Manager Hands on Lab #1 (2.5 hours) 5:00
44
Session CON9189 CON9193 CON9208 CON9185 CON9203 CON9186 CON9198
Room 3009 3002/4 3009 3009 3011 3009 3007

Nob Hill A/B
HOL10460 Marriott CON9200 3009
PeopleTools Product Team Panel Discussion

Thursday
Time 11:15 Title Using the Integration Network to Build, Test, & Debug Your Integrations PeopleTools Developer: A Guide to Properly Enhancing PSFT Applications PSFT Update Manager Hands on Lab #2 (2.5 hours) Meet the PeopleSoft PeopleTools Experts Session CON9194 CON9197 Room 3009 3011
HOL10460 Marriott
Nob Hill A/B
MTE9652
2001A
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Graphic Section Divider
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Copyright 2012, Oracle and/or its affiliates. All rights reserved.

New Functional PeopleTools Capabilities for the Line of Business User

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Test Framework Continuous Delivery

Strategic Investments Across Release 9.2

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Product Roadmap

PeopleTools 8.54 PeopleTools 8.53

PeopleTools 8.56 PeopleTools 8.55 PeopleTools 8.57

PeopleTools 8.58 PeopleTools 8.59

PeopleTools Releases & Feature Packs 12 -18 Months

Major Applications Releases Every ~3 Years

5 PeopleTools Features you should pay attention to

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

5 Top Functional PeopleTools Features

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Enterprise Applications User Experience

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Interaction Model

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Interaction Model

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Interaction Hub

ORACLE PRODUCT LOGO

PeopleSoft Interaction Hub Create a Personal Dashboard

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

mySOurce Home Self-Service Options

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Did You Know(s)

Most popular HDIs

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Includes both HR and non HR related action items

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Interaction Model

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

ORACLE PRODUCT LOGO

Related Actions Related Content

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

PS Query Connected Query Pivot Grids

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Query: The Key to Accessing PeopleSoft Data

Data source provider

Business Metadata Row-Level Security

PeopleSoft Application Data

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Define Expressions To Drill From Query Results

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Define Expressions To Drill From Query Results

START FOR ANALYSIS

for that department

the Person Data page

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Connected Query Hierarchical Data

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Copyright 2012, Oracle and/or its affiliates. All rights reserved.

Query and Connected Query