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USM PeopleSoft Conference

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

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USM PeopleSoft Conference

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  1. USM PeopleSoft Conference Successfully Implementing Student Account Creation using Directory Business Interlink, Sign-On PeopleCode and Communications (3 C’s)

  2. Presenters Andy Wolodkin, Database Administrator, Frostburg State University Heidi Diaz, PeopleSoft Administrative Assistant, Frostburg State University

  3. Summary of Presentation • 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

  4. Directory Authentication

  5. User Profile Caching

  6. User Profile Caching Optional

  7. SignOn PeopleCode

  8. Single SignOn

  9. Directory Group Import

  10. Directory Group Import Attributes

  11. Process Directory Group Import

  12. Roles Dynamic Members

  13. Assign Directory Groups

  14. Roles Dynamic Members

  15. App Messaging Monitor

  16. 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.

  17. Two Ways to Assign Communications Mass Change Definition Mass Communication Assign

  18. 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)

  19. 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.

  20. 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

  21. Navigation to Setup Communication Tables

  22. Setting Up the Standard Letter Table

  23. Standard Letter Table cont…

  24. Setting Up the Communication Context Table

  25. Setting Up the Communication Category Table

  26. Setting Up the Communication Speedkey Table

  27. Attach Communication to a 3 C’s Group

  28. Communication Process • Create a query to identify recipients. • Extract data and save to a .csv or.xls file. • Create and set up the letter template. • Merge the letter with the data extract. • Print the letters. • Extract the EmplID from the above query output and run that list through the Mass Communication Assign Process.

  29. Extracting Data from PeopleSoft • Create a query using Application Designer to pull data from the PS system.

  30. Extracting Data from PeopleSoft cont… • Run query to download results into a .csv file or an .xls file.

  31. Letter Creation

  32. 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.

  33. Extracting Data from PeopleSoft cont… • Extract Emplids from .csv or Excel file and paste them into a TextPad file.

  34. Extracting Data from PeopleSoft cont… • Name the file and save it to an area of your choice.

  35. Mass Communication Assign Process

  36. Home > FSU Customizations > Financial Aid > Process > FSU Mass Communication Mgmt 

  37. Checking on Communications Build Community>Communications>Use>Communication Management

  38. Contact Info • Andy Wolodkin awolodkin@frostburg.edu • Heidi Diaz hdiaz@frostburg.edu

  39. Q&A

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