Professional Documents
Culture Documents
SettingUpUserProfiles
SettingUpUserProfiles
Thischapterprovidesanoverviewofuserprofilesanddiscusseshowto:
WorkwithUserProfiles.
SpecifyUserProfileattributes.
WorkwithdistributedUserProfiles.
Workwithpasswords.
WorkwiththeMySystemProfilepage.
WorkwithUserProfileoptions.
UnderstandingUserProfiles
UserProfilesdefineindividualPeopleSoftusers.YoudefineUserProfilesandthenlinkthemtooneormoreRoles.
Typically,aUserProfilemustbelinkedtoatleastoneRoleinordertobeavalidprofile.Themajorityofvaluesthat
makeupaUserProfileareinheritedfromthelinkedRoles.
Note.It'spossibletohaveaUserProfilewithnoRoles.Thismightbeauserthatisn'tallowedaccesstothe
PeopleSoftapplication,however,youwantthemtohaveworkflowgeneratedemailsenttothem.
YoudefineUserProfilesbyenteringtheappropriatevaluesintheUserProfilepages.TheUserProfilecontainsvalues
thatarespecifictoausersuchasauserpassword,anemailaddress,anemployeeID,andsoon.
CommonElementsinThisComponent
AtthetopofeachpagethereistheUserIDandtheDescriptiontohelpyourecallwhichUserProfileyouareviewing
ormodifyingasyoumovethroughthepages.
WorkingWithUserProfiles
Inthissection,wediscusshowto:
CreateanewUserProfile.
CopyaUserProfile.
DeleteaUserProfile.
CreatingaNewUserProfile
To create a new user profile:
1. SelectPeopleTools,Security,UserProfiles,UserProfiles.
2. OntheFindExistingValuespage,clickAdd a New Value.
3. OntheAddaNewValuepage,enterthenewUserIDintheUser IDeditbox,andclickAdd.
TheUserIDcancontainupto30characters.Thenameyouusecan'tcontainacomma(,)oraspace.Also,
youcan'tcreateaUserIDnamedPPLSOFTthisIDisareserveduserIDusedwithinPeopleTools.
4. SpecifytheappropriatevaluesfromthepagesintheUserProfilescomponent,andclickSave.
CopyingaUserProfile
To copy a user profile:
1. SelectPeopleTools,Security,UserProfiles,CopyUserProfiles.
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2. OntheFindanExistingValuesearchpage,selecttheUserIDyouwanttoclone.
3. OntheUserProfileSaveAspage,entertheNewUserID,description,andthepasswordthatthenewuserIDshould
usetosignontothesystem.
DeletingaUserProfile
To delete a user profile:
1. SelectPeopleTools,Security,UserProfiles,DeleteUserProfiles.
2. OntheDeleteUserProfilepage,makesureyouhaveselectedthecorrectuserprofile.
3. ClickDelete User Profile.
TheDeleteUserProfileremovesinformationrelatedtothisparticularuserprofilethatappearsineverysecurity
tableinthesystem,PeopleTools,andapplicationtables.Ifyouwanttopreventanyoftheinformationfrom
beingdeletedyoucanspecifytablesthatthedeleteuserprocessbypasses.
SeeAlso
ProfileDeleteTablestoSkip
SpecifyingUserProfileAttributes
Inthissection,wediscusshowto:
Setgeneraluserprofileattributes.
SetIDTypeandAttributeValue.
Setroles.
Specifyworkflowsettings.
Inquireonroleauditinformation.
Displayadditionallinksadded.
Runqueriesaboutauserprofile.
PagesUsedtoSpecifyUserProfileAttributes
Page Name
Navigation
Usage
General
PeopleTools,Security,UserProfiles,User
Profiles,General
Setgeneraluserprofileattributes.
ID
PeopleTools,Security,UserProfiles,User
Profiles,ID
SetIDTypeandAttributeValue.
Roles
PeopleTools,Security,UserProfiles,User
Profiles,Roles
AddrolestoaUserProfile.Thisdefines
whattheusercanandcan'taccessinthe
PeopleSoftsystem.Throughroles,theuser
inheritsPermissionLists.
Workflow
PeopleTools,Security,UserProfiles,User
Profiles,Workflow
Specifyworkflowsettingsforauser.
Audit
PeopleTools,Security,UserProfiles,User
Profiles,Audit
Inquireonwhenandwholastupdateda
profile.
Links
PeopleTools,Security,UserProfiles,User
Profiles,Links
Displayanyadditionallinksadded.
UserIDQueries
PeopleTools,Security,UserProfiles,User
Profiles,UserIDQueries
Runqueriesaboutauserprofile.
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SettingGeneralUserProfileAttributes
AccesstheUserProfileGeneralpage.
Generalpage
LogonInformation
AccountLockedOut?
TodeactivateaUserProfileforanyreason,clickthischeckbox.Theusercan't
signonuntilyouhaveclearedthisoption.
Note.Thischeckboxisalsoautomaticallyselectedbythesystemiftheuser
exceedsthemaximumnumberoffailedlogonattempts(ifusingpassword
controls).TheadministratorwouldthenneedtomanuallyopentheUserProfileand
clearthecheckboxtoreinstatetheuser.
SymbolicID
Associatedwithauser'sencryptedAccessIDandAccessPassword.Thecorrect
SymbolicIDmustbeenteredtoretrievetheappropriateAccessIDandpassword
forsignon.ThisvaluedetermineswhatAccessIDandpasswordisusedtologthe
userontothedatabaseafterthesystemvalidatestheirUserID.
TheAccessIDisonlyrequiredwhenauserneedstoconnectdirectlytothe
database(intwotier).TheAccessIDisnotrequiredwiththeportalorifyouusean
LDAPdirectoryservertomanageuserIDs.
WithPIA,theapplicationservermaintainstheconnectiontothedatabasesothe
applicationservermustsubmitanAccessID.
Password/ConfirmPassword
TheUserPasswordyouenteristhepasswordstringthattheusermustsupplyat
signon.TheConfirmPasswordvaluemustmatchthatofUserPassword.
Note.Thesevaluesarerequiredtosignontothesystem,butyoucansavethe
profilewithoutpopulatingthesefields.
Expirepasswordatnextlogin IfyouareusingPeopleSoftpasswordcontrols,thisoptionenablesyoutoforce
userstochangetheirpasswordsinthefollowingsituations:
FirsttimeausersignsontoPeopleSoft.
Nexttimeausersignson.
Firsttimeausersignsonafterthesystemhasemailedtheuserarandomly
generatedpassword.
UserIDAliases
EnablesyoutouseafullyqualifiedemailID(emailaddress)asauserIDalias.For
example,Tom_Sawyer@peoplesoft.comcouldbetheuserIDusedtosignontothe
system.Thecharacterlimitis70.
EditEmailAddresses
Ifauserispartoftheworkflowsystemoryouhaveothersystemsthatgenerate
emailsforusers,youenteranemailaddressforauserwiththislink.Youcanenter
multipleemailaddressesforauser,butonemustbeselectedastheprimaryemail
address.Thesystemallowsonlyoneemailaddresspertype.Forexample,you
can'tentertwoHomeemailaddresses.
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TheEmailAddressesinterfacehasthefollowingcontrols:
PrimaryEmailAccount.Ifyouentermultipleemailaccounts,onemustbe
selectedastheprimaryaccount.
EmailType.Selectthetypeofemailaccountitis:Blackberry,Business,
Home,Other,Work.TheBlackberryemailtypeisusedwiththe
Workflow/RIMtechnology.
EmailAddress.Entertheemailaddressinthiseditbox.
GeneralAttributes
LanguageCode
TheLanguageCodeontheUserProfilepagehasalimiteduse.Forexample,when
auserrunsabatchjob,thesystemneedstoknowwhatlanguagetogeneratethe
reportsinfortheuserthatsubmittedthejob.
IftheuserisgoingtoaccessPeopleSoftinavarietyoflanguageswithinthesame
session,selectMultiLanguageEnabled.Thisisoftenusedfortranslation
purposes.
InPIA,theuser'slanguagepreferenceisbasedontheselectiontheymakeonthe
signonpage.
ForWindowsworkstations,theuser'slanguagepreferenceisderivedfromthe
DisplaytabinPeopleSoftConfigurationManager.FortheWindowsenvironment,
thevaluespecifiedasLanguageCodeintheUserProfileactsasadefaultincase
thelanguagecodeisn'tspecifiedinPeopleSoftConfigurationManager.
CurrencyCode
Iftheuserdealswithinternationalprices,youwanttosetthecurrencycodeto
reflectthenativeorbasecurrency.Thatwayvaluesappearinthecurrencytheuser
isfamiliarwith.
EnableExpertEntry
Youcanspecifythatsomeusers,yourexpertorpowerusers,havetheoptionof
deferringallprocessingofthedatatheyenterforPeopleSoft.Thisenablesusersto
reducetheamountoftripstotheserverfordataprocessing,regardlessofhowthe
developersetfielddeferredorinteractiveprocessing.Youenablethisoptionona
componentintheApplicationDesigner,andyouspecifywhichusershavethis
optionusingtheEnableExpertEntrycheckbox.
Ifayouwantaparticularusertobeabletospecifydeferredprocessing,thenselect
thecheckbox.Ifnot,leavethecheckboxclear.
PermissionLists
NavigatorHomepage
ThehomepageisassociatedwithPeopleSoftWorkflow.
ProcessProfile
TheProcessProfilecontainsthepermissionsauserrequiresforrunningbatch
processesthroughPeopleSoftProcessScheduler.Forexample,theprocessprofile
iswhereusersareauthorizedtoviewoutput,updaterunlocations,restart
processes,andsoon.
Note.OnlytheProcessProfilecomesfromthispermissionlist,notthelistProcess
Groups.
PrimaryandRowSecurity
PeopleSoftdetermineswhichdatapermissionstograntauserbyexaminingthe
PrimaryPermissionListandRowSecurityPermissionList.Whichoneisused
variesbyapplicationanddataentity(Employee,Customer,Vendor,BusinessUnit,
andsoon).Consultyourapplicationdocumentationformoredetail.
PeopleSoftalsodeterminesMassChange(ifneeded),andDefinitionSecurity
permissionsfromthePrimaryPermissionList.
SettingIDTypeandAttributeValue
AccesstheUserProfileIDpage.
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IDpage
IDTypesandValues
IDTypesandValues
YoucanselecttheIDTypeandAttributeValue.SeparatinguserprofilesbyIDType
enablesyoutohavemultiplecategoriesofuserprofileswithIDnumbersallwithina
rangeof11000,forexample,anditalsoenablesyoutograntdatapermissionby
entity(Customer,Employee,andsoon).Sowhenuserssignontoyourbenefitsor
payrolldeductionsapplication,theyonlyseeinformationthatappliestothem.
Auserprofileisasetofdataaboutanentityauserthatinteractswiththe
system.TheHRsystem,whichkeepstrackofyouremployeedata,isdesignedto
focusmoreonyouremployeeusertypes.Ontheotherhand,yourFinancials
systemisdesignedtokeeptrackofcustomerandsupplierusertypes.IDtypes
enableyoutolinkusertypeswiththerecordsthataremostrelevantwhenauser
interactswiththesystem.
TheAttributeValueiswhereyouselectthevalueassociatedwiththeAttribute
Name.Inthiscase,thevaluereflectstheemployeenumber,butitcouldbea
customernumberorvendornumber.
UserDescription
Description
TheUserDescriptionsectionenablesyoutohelpidentifytheuser.Youcanadda
description,suchasanameofanindividualoranorganization,fortheuserprofile.
SetDescription
Clickthislinktopopulatetheeditboxwithanexistingdescriptioninthedatabase.
Note.Beforeyouassignausertypetoauser,youmustcreateyourusertypes.
SeeAlso
UserProfileTypes
SettingRoles
AccesstheUserProfileRolespage.
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Rolespage
RoleName
Showsthenameoftheroleaddedtotheuserprofile.
Description
Showsadescriptionoftheroleaddedtotheuserprofile.
Dynamic
Selectedifthesystemhasassignedaparticularroledynamically.
RouteControl
Foreachroleassignedtoauser,youcanspecifyaroutecontrolprofile.For
example,supposeyouhavearolenamedEXPENSE_REP.Ifyouwanteda
particularexpenserepresentativetohandlealloftheexpensereportssubmittedby
peoplethathadlastnamesbeginningwithA,youcouldassigntheuseraspecific
routecontrolprofileonesendinghimreportssubmittedbyindividualswithalast
namebeginningwithA.
ViewDefinition
Enablesyoutoviewtheroledefinitionassociatedwiththisuserprofile.
SeeAlso
PeopleToolsPeopleBooks:PeopleSoftWorkflow,"UnderstandingRouteControls"
DynamicRoleRule
UsetheDynamicRoleRuleoptionstotestandmanuallyexecuteyourrulesforassigningrolesdynamically.You
designyourrolerulesusingQueryManager,PeopleCode,oryourLDAPscheme.
ExecuteonServer
SelecttheProcessSchedulerserverthatshouldrunyourrolerule.
TestRule(s)
Toseeifyourrulesaregoingtoproducethedesiredresultsforaparticularuser,
youcantestthembyclickingthisbutton.Noneoftherolesareactuallyassigned,
butthesystemprovidesyouareportastowhatroleswillbeassignedwhenyou
runtherule.
ExecuteRule(s)
Usethisbuttontorunyourrulesandassigntheappropriaterolestoaparticular
user.Thisisthemanualapproach.Typically,youexecuterolerulesthrough
PeopleSoftProcessScheduleronaregularlyscheduledbasis.
ProcessMonitor/Message
Monitor
Enablesyoutoviewthestatusoftheprocessexecutingyourroleruleandthe
applicationmessagestheprocessinvoked.
SpecifyingWorkflowSettings
AccesstheUserProfileWorkflowpage.
Workflowpage
WorkflowAttributes
AlternateUserID
Ifthisroleuseristemporarilyout(onvacation,forinstance),selectanAlternate
RoleUsertoreceiveroutingssenttothisroleuser.
Ifthere'saroleusernameintheeditbox,thesystemautomaticallyforwardsnew
workitemsforwhoeverisassignedasthecurrentroleusertothealternaterole
user.
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Note.ThesystemforwardsnewworkitemstotheAlternateRoleUser.Itdoesn't
reassignitemsalreadyintheuser'sworklist.Toreassigntheexistingworkitems,
gototheRoleUserArchivingcomponent.
FromDateandToDate
ThiseditboxappliestotheAlternateUserID.Hereyouenterthedatethecurrent
roleuserisgoingtobeginandreturnfromatemporaryvacancy.
SupervisingUserID
SelecttheUserIDoftheuser'ssupervisorinthisdropdownlistbox.Thesystem
usesthisvaluewhenitneedstoforwardinformationtotheuser'ssupervisor.
ThesystemusesthePERSONAL_DATArecordtodeterminetheuser'ssupervisor.
Note.Ifyou'reusingPeopleSoftHRMSapplications,thisfieldshouldn'tappear.If
itdoes,thenyouneedtosetyourWorkflowSystemDefaults.
RoutingPreferences
Specifywhichtypesofroutingsthisroleusercanreceive.TheRouting
Preferencesboxshowsthetwoplaceswherethesystemcandeliverworkitems:
toaworklist,oranemailmailbox.Ifthisuserdoesn'thaveaccesstooneorbothof
theseplaces,deselectitscheckbox.Forexample,ifthispersonisn'taPeopleSoft
user,deselectWorklistUser.
ReassignWork
ReassignWorkTo
Thisiswhereyoureassignanypendingworkforthisroleuserifpositionschange
orauserisgoingonatemporaryleave,suchasavacation.
Ifthisuserhasworkitemswaitingfortheirattention(asshownbytheTotal
PendingWorklistEntriesinyourWorkflowinterface),selectthischeckboxand
selecttheusertoforwardtheirworkitemstofromthedropdownlistbox.When
yousavethepage,thesystemreassignsexistingworklistentriestothespecified
user.
Note.Ifyoudon'treassignpendingworkitems,theywillremainunprocessed.
TotalPendingWorklistEntries Showsworklistitemsthatrequireauser'sattention.
SeeAlso
PeopleToolsPeopleBooks:PeopleSoftWorkfow,DefiningRolesandUsers
InquiringonUserProfileAuditInformation
TheAuditpageisadisplayonlypagethatenablesyoutodetermine:
Whenaprofilewaslastupdated.
Whoupdatedtheprofile.
DisplayingAdditionalLinksAdded
IfyouhaveaddedanyadditionallinksforuserprofilesintheSecurityLinkscomponenttheyappearontheLinkspage.
SeeAlso
SecurityLinks
RunningUserIDQueries
UserIDqueriesenableyoutorunqueriesthatprovidedetailedinformationregardingauserprofile,suchasthe
permissionlistsandrolesassociatedwithauserprofile.Theavailablequeriesaredocumentedonthepage.
To run a user ID query:
1. Clickthelinkassociatedwiththequeryyouwanttoexecute.
Thisinvokesanewbrowserwindow.
2. Viewtheinformationthequeryreturnstothenewbrowserwindow,orselectadownloadoption.
Fordownloading,youhavethefollowingoptions:
ExcelSpreadsheet.DownloadsthequeryresultsasanExcelspreadsheet(.XLS)file.
CSVTextFile.Thisdownloadsthequeryresultsasacommaseparatedvalues(CSV)fileformat.
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WorkingWithDistributedUserProfiles
Thissectiondiscussesdistributedusersecurityadministration.ThisfeatureisenabledusingtheRoleGrantpagein
theRolescomponent.
SeeAlso
DecentralizingtheAdministrationofRoles
UnderstandingDistributedUserProfiles
PeopleSoftoffersselfservicesecuritypages,suchasChangeMyPasswordandMySystemProfile.Thisdistributes
thesecurityadministrationthroughouttheorganizationfreeingsystemadministratorstofocusonhigherprioritytasks.
Thedistributeduserprofilefeatureisalsohowyoucandistributesecurityadministration.Withdistributeduserprofiles,
yougrantaparticularroletheabilitytomodifyanotherrole,suchasamanagermodifyingasmallnumberofusers
underhisorhercontrol.Forexample,withdistributeduserprofilestheHRManagercouldmodifythepermissionsof
therole,HRClerk.
ThepagesintheDistributedUserProfilescomponentareexactlythesameasthecorrespondingpagesinthe
"regular"UserProfilescomponent.TheregularUserProfilescomponentisintendedforsystemadministrators.The
DistributedUserProfilescomponentcontainsareducednumberofpages,theonesthatamanagermostlikelywould
needtomodifyfortheirdirectreports.
Tosetupdistributeduserprofilemaintenance,youmusthavethefollowingitemsinplace:
Specifytheappropriatesettingsintheroledefinition,whichisnotdiscussedhere,andoncethatisdone,that
rolecanaccesstheDistributedUserProfilescomponent.
SpecifytheappropriatesearchrecordontheDistributedUserSetUppage.
SettingUpDistributedUserAdministration
Onthispage,thesystemadministratorselectsthesearchrecordtocontrolwhichUserIDscanbeopenedinthe
DistributedUserProfile.
WhenamanageraccessestheDistributedUserProfile,onlythoserolesthatcanbegrantedareavailableinthe
prompt.Changingthedeliveredfunctionalityrequireschangestotheappropriatesearchrecords.
SeeAlso
PeopleToolsPeopleBooks:PeopleSoftApplicationDesigner,CreatingComponentDefinitions,"UnderstandingSearch
Records"
WorkingWithPasswords
Thissectionprovidesanoverviewofpasswordcontrolsanddiscusseshowto:
Changepasswords.
Createforgottenpasswordmailtext.
Createforgottenpasswordhints.
Deleteforgottenpasswordhints.
Setuptheforgottenpasswordsite.
Requestnewpasswords.
UnderstandingPasswordControls
YouusethePasswordControlspagetosetanypasswordrestrictionssuchasdurationorminimumlengthofa
passwordthatyoumightwanttoimposeonyourendusers.Theseoptionsapplywhenyouaremaintainingyouruser
profileswithinPeopleSoft,notwithinadirectoryserver.
Toaccessthispage,selectPeopleTools,Security,UserProfiles,PasswordControls.
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SecurityPolicies(PasswordControls)page
EnableSignonPeopleCode
SelectthischeckboxtoenablethefollowingPeopleSoftpasswordcontrols:Age
andAccountLockout.Theotherpasswordcontrolsarenotenabledbythisbox.
Ifyoudonotwantthesepasswordcontrols,asinyoualreadyhaveathirdparty
utilitythatperformsequivalentfeatures,thenleavethischeckboxclear.
Note.YoucanextendorcustomizethecontrolsbymodifyingthePeopleCode.
Age
Youdefineanumberofdays(between1365)thatapasswordisvalid.Todothis,
selectthePasswordExpriesin'N'Daysoption.Usersloggingonaftera
passwordexpiresmustchangetheirpasswordtologon.Ifyoudon'twantthe
passwordtoexpire,thenselectPasswordNeverExpires.Whenapassword
expirestheusercan'tsignontothesystemandwillbepromptedtochangeit.
Ifyouwanttospecifyadurationinwhichthesystemwarnsusersthattheir
passwordisabouttoexpire,youhavethefollowingoptions.
Ifyouwanttospecifyawarningperiod,selectWarnfor'N'days,andenter
thenumberofdaysintheeditbox.
Ifyoudon'twantanywarningperiod,selectDonotwarnofexpiration.
PeopleSoftdeliversadefaultpermissionlistnamedPSWDEXPR(Password
Expired).Whenapasswordexpiresforauser,thesystemautomaticallyremoves
alloftheuser'srolesandpermissionlistsandtemporarilyassignsthemthe
PSWDEXPRpermissionlistonly.
AuserwhosepasswordhasexpiredcanaccessonlyitemsinthePSWDEXPR
permissionlist,whichtypicallygrantsaccesstotheChangePasswordcomponent
only.Forthedurationofthesession,asinuntiltheuserchangesthepassword,the
userisrestrictedsolelytothePSWDEXPRpermissionlist.
Note.TheactualUserProfilestoredinthedatabaseisnotchangedinanyway
whenthepasswordexpires.Youdon'tneedtoredefinetheprofile.Whenthe
passwordischangedthesystemrestorestheuserprofile'spreviousrolesand
permissionlists.
AccountLockout
Thiscontrolenablesyoutolockanaccountafternnumberoffailedlogonattempts.
Forinstance,ifyousettheMaximumLogonAttemptsvalueto3,andauserfails
threelogons,theyareautomaticallylockedoutofthesystem.Evenifthey
correctlyenterauserIDandpasswordonthefourthattempt,theuserisnot
permittedtologon.Thisfeaturereducestheriskofany"bruteforce"intrudersinto
yoursystem.Italsoprovidesaremindertoyourenduserstorememberthe
passwordtheychoose.
Aftertheaccountislockedout,asystemadministratorneedstoopentheUser
ProfileandunchecktheAccountLockedcheckboxmanually.
Miscellaneous
TheAllowpasswordtomatchUserIDcontrolenablesadministratorstomake
sureusersdon'tusetheirownUserIDasapassword.Thishelpsyoutoprevent
hackersfromguessingpasswordsbasedonalistofemployeenames.
MinimumLength
Administratorscanopttosetaminimumlengthforpasswordsmaintainedbythe
PeopleSoftsystem.Iftheminimumlengthissetto0,thePeopleSoftpassword
controlsdonotenforceaminimumlengthontheuser'spassword.Thisdoesnot,
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however,implythatthepasswordcanbeblank.Whenyoucreateanewuserora
userchangesapassword,thesystemchecksthisvalue.Ifitisnonzero,the
systemteststhepasswordtoensureitmeetslengthrequirements,andifnot,an
errormessageappears.
CharacterRequirements
Administratorscanrequireasetnumberofdigitsorspecialcharacterswithina
password.Specialcharacters,or"specials,"refertosymbolssuchas#and@,
anddigitsrefertonumbers(integers),suchas1or2.
Hereisthelistofcharactersyoucanincludewithinapassword:
!@#$%^&*()_=+\|[]{}:/?.><
PurgeUserProfiles
Thissettingenablesyoutopurgethesystemofuserprofilesthathavenotbeen
usedinaspecifiedamountoftime.Thisaidsingeneralhousekeeping.Inparticular,
ifyoumaintainuserprofilesinadirectoryserver,arowisstilladdedtothe
PSOPRDEFNtableforthesystemtoaccesswhiletheuserinteractswiththe
system.However,ifthatuserisdeletedfromthedirectoryserveryoustillneedto
deletetherowinPSOPRDEFNassociatedwiththedeleteduserprofile.
Note.TheApplicationEngineprogramthatperformsthisoperationisnamed
PURGEOLDUSERS.
Important!Aftermodifyingthesecontrols,youneedtoreboottheapplicationserver.
ChangingPasswords
ThePeopleSoftsystemenablesuserstochangetheirpasswordsasneeded.
To change a PeopleSoft password:
1. Fromtheportalnavigationpane,selectChangeMyPassword.
2. OntheChangePasswordpage,enterthecurrentpasswordintheCurrentPasswordeditbox.
3. IntheNewPasswordeditbox,enterthenewpassword.
4. ConfirmthenewpasswordbyenteringitagainintheConfirmPasswordeditbox.
5. ClickChangePassword.
CreatingForgottenPasswordEmailText
Beforethesystememailsanew,randomlygeneratedpasswordforaforgetfuluser,youwanttomakesuretheyare
whotheyclaimtobe.TheForgottenPasswordfeatureenablesyoutoposeastandardquestiontousersrequestinga
newpasswordtoverifytheuser'sauthenticity.Iftheuserenterstheappropriateresponse,thenthesystem
automaticallyemailsanewpassword.
WhenauserhasforgottenaPeopleSoftpassword,thesystemsendstheuseranewpasswordwithinanemail
message.Youcanhavenumerouspasswordhints,buttypically,yousendallnewpasswordsusingthesameemail
messagetemplate.Becauseofthis,PeopleSoftprovidesaseparatepagejustforcomposingthestandardemailtext
youuseforyourtemplate.
ForgotMyPasswordEmailTextpage
AddthefollowingtextstringintheEmailTexteditbox:
<<%PASSWORD>>
Thisiswherethesysteminsertsthenewpassword.The%PASSWORDvariableresolvestothegeneratedvalue.
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Note.Youmightinstructtheusertochangethepasswordtosomethingeasiertorememberaftertheysignontothe
systemwiththerandomlygeneratedpassword.Note.OnlyusersthathavetheAllowPasswordtobeEmailed(onthe
Generalpage)optionenabledinapermissionlistcanreceiveanewpasswordusingthisfeature.
CreatingForgottenPasswordHints
Withthesehintssetup,users,uponforgettingtheirpassword,navigatetotheForgotMyPasswordpage.Theuser
answersthequestioncorrectlyandgetsanewpasswordsentthroughyouremailsystem.
Usersdon'thavetousethepasswordquestioncreatedbyanadministrator.Iftheywouldliketoaddtheirown
passwordquestion,theycandosointheMySystemProfilecomponent.
ForgotMyPasswordHintpage
Active
Enablesthehint.
Question
Enteraquestionthatverifiesauser'sidentity.
1. SelectPeopleTools,Security,UserProfile,ForgottenPasswordHint.
2. ClickAddaNewValue.
3. OntheAddaNewValuepage,enterathreecharacterIDinthePasswordHintIDeditbox.
4. ClickAdd.
5. SelecttheActivecheckbox.
6. Enteryourquestiontoverifytheuseriswhohe/sheclaimstobe.
7. ClickSave.
DeletingForgottenPasswordHints
To delete a password hint:
1. SelectPeopleTools,Security,UserProfiles,DeleteForgottenPasswordHint.
2. Enterthespecificcodeforthehintorperformasearchforit.
3. OntheDeleteForgotMyPasswordHintpage,selecttheappropriatehint.
4. ClickDelete.
SettingUptheForgottenPasswordSite
PeopleSoftrecommendssettingupasitespecificallydesignedforuserswhohaveforgottentheirpasswords.This
sitewouldrequirenopasswordtoenter,butprovidesaccessonlytotheforgottenpasswordpages.
To setup a forgotten password site:
1. SetupaseparatePIAsiteonyourwebserver.
2. Setupadirectconnectiontothesite,asinalinktheleadsrighttoit.
3. Specifyadefaultuserintheconfiguration.propertiesfileonthewebserverandenablebypasssignonsotheydon't
havetoenteranIDandpassword.
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This"direct"usershouldhavelimitedaccess,asinonlytotheEmailNewPasswordcomponent.Usersgo
directlytoit,andgetanewpasswordmailed.
4. Placealinktothe"forgottenpassword"site,withinthepublicportionofthePeopleSoftportal,oronanotherpublic
website.
5. Notifyyourusercommunityofthelink.
RequestingNewPasswords
AccesstheForgotMyPasswordpage,whichisa"hidden"component.
Ifauserforgetsapassword,youcanopttohavethesystemrandomlygenerateanewpasswordandemailittothe
forgetfuluser.IftheAllowPasswordtobeemailedsettingisnotincludedinauser'spermissionlists,thentheycan't
haveanewpasswordmailedtothem.
Ifauserisallowedtoreceivenewpasswordsthroughemail,theycandosobycompletingthefollowingprocedure.
Beforethesystemcanemailyouanewpassword,youmusthavethefollowinginplace:
Aforgottenpasswordhint.
Anemailaddressspecifiedintheuserprofile.
Thesecurityadministratormustpermituserstohaveanewpasswordemailed.
To request a new password:
1. Ifyoucan'trememberyourpassword,clickthe"ForgottenPassword"linkonthePeopleSoftsignonpage.
2. OntheForgotMyPasswordpage,enteryourUserID.
3. Click Continue.
4. OntheEmailNewPasswordpage,makesurethesystemissettosendthenewpasswordtotheappropriateemail
address.
Iftheappropriateemailaddressdoesnotappear,contactyoursystemadministrator.Systemadministrators
mustmakesurethattheemailaddressiscorrectlyrepresentedforeachuserwhointendstousethisfeature.
5. Respondtotheuservalidationquestion.
6. ClickEmail New Password.
UsingMySystemProfile
TheMySystemProfileinterfaceenablesuserstomodifytheirownuserpreferences.Usersarenotallowedtoadd
rolestotheiruserprofile,buttheycanaddanewemailaddressorchangetheirpasswordifneeded.Userscomplete
theseselfservicesecuritytaskswiththeGeneralProfileInformationpage.
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GeneralProfileInformationpage
Password
Youhavethefollowingselfserviceoptionsrelatedtopasswords:
Changepassword.
Changeorsetupforgottenpasswordhelp.
Personalizations
Setthelanguageyouprefertoseeemailandreportsin,andspecifyapreferred
currency.
Note.Formorepersonalizationoptions,gototheMyPersonalizationspage.
Addtheemailaddressthatyouwantyourworkflowroutingstobesent,aswellas
otheritems,suchasnewpasswordsandsoon.
AlternateUser
TheAlternateUseroptionsexposetheWorkflowattribute,AlternateUser,toself
service.Ifyouaresettobeonvacationorsomeothertypeoftemporaryleave,you
canaddtheUserIDofacolleaguewhoislookingafteryourtasksinyourabsence.
TheFromDateandToDateeditboxesarewhereyouspecifythedurationofyour
absence.Afterthattimehaspassed,yourroutingsautomaticallygetroutedbackto
you.
WorkflowAttributes
Thesesettingsaffecthowyoureceive"adhoc"workflowroutingsthroughyour
workflowsystem.Anemailuserreceivesnotificationsthroughemailwhilea
worklistusersreceivesnotificationsthroughworklists.Theoptionsyouchooseare
determinedbythewayworkflowissetupatyoursite.
MiscellaneousUserLinks
Ifthereareadditionalsecuritylinksthatusershaveaccessto,theyappearhere.
TheselinksarecontrolledbythelinksthatappearontheMyProfilepageinthe
Setup,SecurityLinkscomponent.
ChangingPasswords
Userscanchangetheirpasswordsbycompletingthefollowingprocedure.
To change a password
2. ClickChange Password.
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TheChangepasswordpageappears.
3. IntheCurrentPasswordeditboxenterthecurrentpassword.
4. IntheNewPasswordeditboxenterthenewpassword.
5. IntheConfirm Passwordeditbox,enteryournewpasswordagain.
6. ClickOK.
ChangingandSettingupForgottenPasswordHelp
Ifauserforgetsthesignonpassword,youhavetheoptionofemailingtheuseranew,randomlygeneratedpassword.
Ifyouopttousethisfeature,youcanalsoallowuserstoanswerapredefinedquestion,andiftheyprovidethe
correctanswer,thesystememailsthemanewpassword.
Userscanaddtheirownquestionortheycanselectfromaninventoryofquestionsthatanadministratorcreatedon
theSetup,ForgottenPasswordQuestionspage.
Note.IfyouareusingLDAPauthentication,youcan'ttakeadvantageoftheforgottenpasswordfeaturebecausethis
featurethatyou'reusingPeopleSoftauthentication,wherethepasswordisstoredwithinthePeopleSoftdatabase.
Ausercanchangeorsetuppasswordhelpbycompletingthefollowingprocedure.
To change or setup password help
WorkingWithUserProfileOptions
Thefollowingtopicsdescribetheoptionsavailableforuserprofiles.
UserProfileTypes
WhendeployingyourapplicationstotheInternet,youhavethepotentialtogeneratethousandsofdifferentuser
profiles.Insomesituations,itmaybenecessarytoaggregateyouruserprofilesinacategoricalfashion.Forinstance,
havingIDTypesenablesyoutohaveEmployeeIDnumbersbeginningat1aswellasCustomerIDnumbers
beginningat1.
UserProfileTypesalsoprovideameanstolinkUserProfileswithdatastoredinapplicationspecificrecords.
PeopleSoftapplicationsneedthislinkmostlyforselfservicetransactions.Forexample,youwantanemployeetosee
theirbenefitsonly,oryouwantacustomertoviewandpaytheirownbills.CustomerID,EmployeeID,andsoonare
thekeysfortheapplicationdata.UserProfileTypesenablethesystemtofindthe"right"IDbasedontheuserprofile.
Thesystemneedsthevaluebecausethere'snoguaranteethatPersonalDataandVendorContactdatawon'thave
thesamekeyfield.BecausethePersonalDataandVendorcontactdataresidesindifferentrecords,there'snoedit
thatpreventsthetworecordsfromhavingthesamekey.
PeopleSoftdeliversthefollowingprofiletypes.
ID Type
Description
BID
Bidder
CNT
CustomerContact
CST
Customer
EJA
ExternalJobApplicant
EMP
Employee
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NON
None
ORG
OrganizationID
PER
Person(CRM)
VND
Vendor
SelectPeopleTools,Security,SecurityObjects,UserProfileTypes.
UserProfileTypespage
IDType
TheIDTypeistheabbreviatedformtheprofiletypename.
Description
TheDescriptioneditboxenablesyoutoaddanintuitivenameforaprofiletype.
ThisisthevaluethatappearsontheIDPageintheUserProfilescomponent.You
havea30characterlimit.
Enabled?
Youdisableandenableaprofiletypebyclickingthischeckbox.Onceenabled,you
canassignittouserprofiles.Ifitisdisabledthenitdoesnotappearinthedrop
downlistontheIDpageforuserprofiles.
Note.Don'tenabletheIDtypeuntilthefieldsandtablesintheFieldInformation
sectionhavebeendefinedandbuiltwithApplicationDesigner.
SequenceNumber
ThisoptionisusedbytheSetDescriptionfunction.OntheUserProfiles,IDpage
youcanclickonaSetDescriptionlinktogeneratetheUserDescriptionbasedon
thevaluesintheDescriptionFieldNamefortheusertypesassignedtotheuser.
TheSequenceNumberdetermineswhichusertypetousewhentheuseris
assignedtomultipleusertypes.TheUserDescriptionissettothevalueinthe
DescriptionFieldnameoftheusertypewiththelowestsequencenumberandnon
blankvalue.Forexample,ifauserisassignedtousertypesofEmployee(seqno
1)andCustomerContact(seqno3),theDescriptionwouldbesetto
PERSONAL_DATA.NAME,unlessitisblank.IfPERSONAL_DATA.NAMEis
blank,theDescriptionwouldbesettoCONTACT.NAME1.
Note.Forusertypeswithmultiplefields,thesystemusestheDescription
Fieldnamecorrespondingtothelastfield.Forexample,theCustomerContactuser
typehastwofields:SETIDandCONTACT_ID.TheSetUserDescriptionfunction
usestheDescriptionFieldnameCONTACT.NAME1correspondingtothelastfield,
CONTACT_ID.
Description(Long)
TheDescriptioneditboxprovidesanopportunitytoprovidedetailsaboutagiven
profiletype.Youhavea250characterlimit.
FieldInformation
ThefieldsyouselectenabletheUserProfilecomponenttopromptforanIDvalue
whenyouselectatypeontheIDpage.Let'ssaytheuserpicks"Employee"from
theIDpage.Inthiscase,thesystemneedstoknowthevalidIDvaluestoprompt
theuserwith.TheEditTablecolumnspecifiestherecord,theFieldNamecolumn
specifiesthefield.YoucanspecifymultiplefieldsiftheIDhasmultiplekeys,asin
whenthekeysforCustomerinformationareCustomerIDandSETID.
ProfileDeleteTablestoSkip
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Therearemanyoccasionswhenyouneedtodeleteauserprofilefromyoursystem.Forinstance,perhapsan
employeeretiresoranemployeeleavestheorganization.Regardlessofthesituation,youdon'twanttokeepthe
unnecessaryuserdatainyoursystem.It'sagoodideatopurgeyoursystemofobsoleteuserdata,suchaspersonal
queries,toreclaimspacefornewuserdata.ThisprocesstargetsalltablesthatarekeyedbyUserID.
However,inthecaseofanemployee,youmaynotwanttokeeptheirpageorsignonaccessinformationinthe
system,butyoumightbeinterestedinkeepinguserdatastoredinanaudittablethattrackschangesmadetovital
companydata.Youmayneedtocheckthatinformationafewmonthslaterasyouyoumightdiscoversome
interestingfinancialallocations,andifso,you'llwanttoknowwho'sresponsible.
Important!Keepinmindthattheautomatedprocessofdeletingauserprofiledeleteseveryrowofdatainyour
systemassociatedwithaparticularuserprofile.Youwanttomakesurethatanyinformationyoumightneedinthe
futureissafe.
Ifthereareanytablesthatstoredataassociatedwithuserprofilesthatyouwanttopreserve,addarowtotheBypass
Tablepage.ThenyouselecteitherPeopleToolssecuritytablesorPeopleSoftapplicationsecuritytablesfromthe
Record(Table)Namedropdownlist.
Security
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Copyright19882002PeopleSoft,Inc.AllRightsReserved.
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