oracle statement of direction statement of direction – campus solutions and student cloud...

July 2015

Oracle PeopleSoft Campus Solutions and Oracle Student Cloud Statement of Direction 2015-2016

Oracle Statement of Direction – Campus Solutions and Student Cloud 2015-2016

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Disclaimer

This document in any form, software or printed matter, contains proprietary information that is the exclusive

property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions

of your Oracle Software License and Service Agreement, which has been executed and with which you agree

to comply. This document and information contained herein may not be disclosed, copied, reproduced or

distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of

your license agreement nor can it be incorporated into any contractual agreement with Oracle or its

subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in planning for the

implementation and upgrade of the product features described. 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 in this document remains at the sole discretion

of Oracle.

Due to the nature of the product architecture, it may not be possible for us to safely include all features

described in this document without risking significant destabilization of the code.


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Purpose ............................................................................................. 1

Executive Summary ........................................................................... 2

Oracle PeopleSoft Campus Solutions 9.0 .......................................... 9

Campus Solutions Planned Regulatory Updates 2015-2016 ......... 9

Oracle PeopleSoft Campus Solutions 9.2 ........................................ 12

Campus Solutions 9.2 Features ................................................... 16

Campus Community .................................................................... 22

Admissions .................................................................................. 22

Student Records .......................................................................... 22

Student Financials ....................................................................... 22

Financial Aid ................................................................................ 23

Academic Advising ...................................................................... 23

Contributor Relations ................................................................... 24

Utilizing PeopleTools Features in Campus Solutions 9.2 ............. 25

Oracle Student Cloud: A New Approach to Managing the Student Lifecycle

........................................................................................................ 26

Oracle Marketing Cloud for Student Engagement ........................ 28

Oracle Sales Cloud Powering Student Recruitment ..................... 29

Oracle Service Cloud Powering Student Service ......................... 29

Oracle Sales Cloud Powering Advancement ............................... 30

Student Management .................................................................. 30


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Student Analytics ......................................................................... 39

Pathways to a Modern Student Platform ...................................... 40


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Purpose This document provides an overview of features and enhancements included in Oracle

PeopleSoft Campus Solutions and Oracle Student Cloud platforms. It is intended solely

to help you assess the business benefits of planning for the implementation of the

product features described.

The purpose of this document is to provide an annual update to customers of the Oracle

PeopleSoft Campus Solutions (Campus Solutions) and Oracle Student Cloud (Student

Cloud) platform about activities impacting their use of the these applications and related

products. The document will provide an overview to the features and enhancements

planned for the current Campus Solutions 9.0 codeline within the next 12 months along

with an update on our future directon with the Campus Solutions 9.2 release. It will also

provide an overview to features and enhancements planned for the existing components

of the Student Cloud platform as well as provide insight into what is planned for new

components of the Student Cloud. It is intended solely to help you assess the business

benefits of applying new maintenance and planning for the implementation of the product

features described.

Oracle plans to issue this document annually, targeting the second quarter of each year.

Additional, more detailed documentation will accompany the actual release of new

features.


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Executive Summary

Providing Choice for Higher Education

Oracle is making significant investments in Higher Education solutions that will

complement the ongoing investment in functionality to support global Higher Education

operating models in our industry-leading SIS, CRM (CX), HCM, and ERP applications.

This Oracle investment is driven by the direction of the industry toward flexible

deployment models for administrative systems as well as insights and feedback from

customers for where they believe the industry and business needs are going now and in

the foreseeable future. Oracle’s Higher Education customers can choose between

running on-premises applications (e.g.,Campus Solutions) indefinitely, or migrating to a

Cloud deployment (e.g., HCM Cloud, ERP Cloud, Oracle Marketing Cloud for Student

Engagement) when it makes sense for their institution. No other vendor offers this level of

long-term commitment to choice and stability for Higher Education customers’

administrative systems.

Addressing Student Success

The well-documented changes impacting higher education mean the stakes have never

been higher when it comes to keeping institutions viable, and that means they must

position themselves to constantly innovate, grow, and evolve. The implications are

clear—to achieve ongoing success, colleges and universities need innovative strategies

for transforming the way they engage with students throughout the higher education

lifecycle, including

Targeting and enrolling best-fit students

Retaining higher percentages of students

Accelerating the time students take to complete their studies

Delivering personalized student experiences that foster close relationships with

institutions

Achieving these goals isn’t easy, which is why simple, one-size-fits-all solutions aren’t the

answer. To improve outcomes, institutions must make the most of all available resources,

spanning people, processes, culture, and technology. Oracle continues to provide


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focused support for student success, both through the flexible functionality available and

planned in Campus Solutions as well as in the strategy to invest in new solutions to

complement core SIS capabilities. This strategy reinforces the unique position Oracle has

to be able to deliver faster and more complete solutions such as Student Engagement

(built on Oracle Marketing Cloud), Student Services (built on Oracle Services Cloud) and

Student Recruiting and Advancement (leveraging Oracle Sales Cloud and Marketing

Cloud).

Aligning IT with the Institution’s Mission

Oracle understands the tremendous pressure the Higher Ed industry is under to focus on

the core mission of the institution, with the concomitant reduction in resources used to

maintain core applications. The PeopleTools innovative advances in application lifecycle

maintenance (Selective Adoption, supported by PeopleSoft Update Manager) as well as

new cloud-based applications illustrate the importance Oracle places on reducing the

burden of implementing and maintaining core business applications. Both of these

approaches are described in this Statement of Direction.

The advent of “the Cloud” has introduced new options that Higher Education institutions

are beginning to find compelling, such as:

A hosted, managed infrastructure, eliminating the need for the institution to maintain

their own servers, and databases and to apply application maintenance updates.

Standardized business processes with numerous options for configuration and

extensibility, thus eliminating customizations.

Consistent and predictable pricing with monthly subscription fees; replaces upfront

license and recurring maintenance fees.

Journey to the Modern Campus

Innovation doesn’t require a wholesale replacement of current and still valuable

resources, such as on-premises student information systems (SIS), financial

management applications, or human-capital management (HCM) platforms. A more cost-

effective and practical approach is to fully capitalize on existing investments while


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gradually enhancing them with new services that target strategic, high-impact goals, such

as improving academic outcomes.

That’s where the cloud comes in. Campus leaders have an advantage they’ve never had

before—the ability to effectively blend on-premises applications with modern cloud

services to create a foundation for modern, adaptable, and competitive campuses. The

best cloud services enhance on-premises systems, so institutions can avoid disruptive,

high-stakes bets on a new computing model. Instead, they add new services according to

their internal priorities—whether academic, administrative, or operational—and in ways

that reflect budget realities.

Representing a significant shift from even a year ago, cloud solutions and best practices

dominated discussions at a number of recent higher education events, including the 2014

Educause Annual Conference http://www.educause.edu/conferences-events; Alliance15,

the global meeting of the independent Higher Education User Group or HEUG

http://www.heug.org/; and Oracle Industry Connect, an industry thought leadership

https://www.oracle.com/oracleindustryconnect/education.html. The Oracle Student Cloud

is an example of a modern student platform for higher education. Later sections of this

document provide details on the Student Cloud components.

Getting Value from Campus Solutions 9.2

As part of the strategy to provide our customers with compelling application choices,

Oracle continues investment in Campus Solutions, the premier solution focused on

managing applicants, students and alumni. The planned release of Campus Solutions 9.2

delivers on our strong roadmap for customers who want to leverage the advances in the

PeopleSoft platform and either maintain the application themselves or perhaps in a

hosted or managed cloud service (aka “private cloud”). The highlights of CS 9.2 include

the new user experience and the game-changing lifecycle product management tools

available with PeopleTools 8.54 and beyond. In order for Campus Solutions to deliver

those new capabilities with minimal disruption to our customers’ operations, we

recognized the need to produce a new base codeline and the resulting need for the

upgrade event. We anticipate customers will realize signifcant value in three key areas:

http://www.educause.edu/conferences-events

http://www.heug.org/

https://www.oracle.com/oracleindustryconnect/education.html


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Intuitive User Experience

Our customers are very clear that the investments they make on campus must keep the

focus directly on students as they progress from being applicants to alumni. Projects,

large and small, are evaluated against the criterion of what the project contributes to the

overall success of students at the institution. Beginning with the Fluid User Experience

introduced with PeopleTools 8.54, we plan to provide significant new capabilities in

Campus Solutions 9.2 by leveraging simpler self-service transactions optimized for

mobile devices with modern, streamlined and easy to use functionality.

Selective Adoption

Campus Solutions introduced the Continuous Delivery Model in order to deliver value-

add capabilities on a frequent cadence without the need for major upgrades. Selective

Adoption is an innovative way for applying maintenance to the PeopleSoft applications,

allowing customers to selectively apply the maintenance they care about. It provides an

efficient way of managing the Continuous Delivery Model with the introduction of the

PeopleSoft Update Manager (PUM). In Campus Solutions 9.2, PUM provides the utilities

that our customers will use to selectively apply changes (patches, regulatory updates,

enhancements and new features) to their environments using the latest PeopleSoft

Update Image.

Innovative Functionality

The Campus Solutions 9.2 release is based on the CS 9.0 codeline, including the

functionality delivered through the Continous Delivery Model. Customers who have

evaluated each Campus Solutions bundle and determined which of the new features to

deploy have already taken advantage of many of these capabilities that will be included in

CS 9.2. For customers who have not completed the analysis on how they might leverage

the new functionality or for those who have been unable to implement new functionality

delivered through the Campus Solutions Continuous Delivery Model, the release of CS

9.2 provides an opportune event to plan for, budget resources, and deploy these new and

enhanced features.

Recognizing Opportunity with the Campus Solutions 9.2 Upgrade

While many customers have embraced the Continuous Delivery Model from Campus

Solutions, others have actually requested that we provide an ‘upgrade event’ that will

enable them to provide the attention and resources to getting current with new


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capabilities and technology. With CS 9.2, customers can take advantage of two

opportunities: an event they can leverage to get current (with the strong potential of

reducing customizations) and a new mode of managing maintenance that will simplify

their IT investment so they get more value out of Campus Solutions.

We intend to deliver the Campus Solutions 9.2 release and upgrade in 2015, available

initially with a PeopleTools 8.54 upgrade and soon after with an upgrade path for Tools

8.55. In the meantime, we continue to deliver enhancements and support for the current

Campus Solutions 9.0 release.

Supporting Campus Solutions 9.0

As we prepare the codeline for the upgrade to the 9.2 release, we have necessarily

limited the amount of functional changes to the 9.0 application. Once the upgrade is

delivered, we will focus on the highest value customer requests for CS 9.0 as we support

the 9.0 release through December, 2019 (at which point Campus Solutions moves into

Sustaining Support). Oracle will continue to work with our customers and the community

in the Higher Education User Group (HEUG) to understand and react to the priorities of

regulatory and functionality enhancements.

Planning for the Oracle Student Cloud

Oracle plans to deliver a new, innovative, and complete Student Cloud platform based on

the most modern, collaborative, and secure technology available from any vendor. The

new platform will provide comprehensive student life cycle support for all types of

institutions by coordinating interactions and engagement across channels and devices.

The Oracle Student Cloud is a modern student platform that is:

Student Centric: Designed to meet the needs of today’s students, the Oracle Student

Cloud provides a complete, modern student experience. Through a single, intuitive user

experience across devices and platforms, students can access information when and

how they need it.

Relationship Focused: Institutions can promote student success by delivering the

personalized outreach and engagement that modern students expect. The Oracle


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Student Cloud will foster real time collaboration between students, advisors, and faculty,

enabling institutions to build relationships that lead to better recruiting and retention.

Mobile & Engaging: The Oracle Student Cloud makes it easy for everyone to access

information on any device. Students and faculty will have a connected experience with

access to their information anytime, anywhere. Communications and notifications will

encourage proactive interaction. And, embedded social capabilities will promote

collaboration.

Flexible & Extensible. The flexible architecture of Oracle Student Cloud will give your

institution room to grow as your programs and student offerings expand to manage

flexible and traditional term students. You’ll be able to enroll and assess your students in

a variety of ways to achieve your strategic enrollment objectives and promote student

success. Integration with your learning environments will help deliver a seamless learning

experience and flexible learning paths will help you define, monitor, and report on your

students’ progress.

In addition, context-based analytics will provide your advisors, faculty and staff with

insight into your student body to help them better understand student needs and issues

to intervene proactively and plan more accurately.

Oracle cloud solutions never intermingle customer data, so your organization can be

confident that its information is secure. You can also choose whether you’d like your SIS

on the Oracle cloud or in a private cloud.

Some components of the Student Cloud, including Oracle Marketing Cloud for Student

Engagement, are available today. Other components, such as Student Management (still

under development), will be targeted initially at nontraditional programs and students.

Institutions looking to innovate in areas such as student experience, student success and

nontraditional programs should evaluate Oracle’s Student Cloud platform as a

complement, not a replacement, for Campus Solutions on their campus.

This annual Statement of Direction document focuses on key areas of investment over

the next 12 months, including:


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Creation of a Campus Solutions 9.2 release, to bring customers a simpler, more

productive user experience and more tailored, efficient application life-cycle

management process.

Creation of a Student Cloud platform, comprising Student Management core, Student

Engagement, Student Recruiting, Advancement, Student Service and Student

Analytics. This cloud-based platform is designed for customers who are transforming

their IT infrastructure to incorporate Cloud/SaaS deployment.


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Oracle PeopleSoft Campus Solutions 9.0

Campus Solutions introduced the Continuous Delivery Model in 2009. This delivery model has

allowed Campus Solutions to respond to a global customer base by delivering over 21 new

features, 56 significant enhancements to existing features, and 351 web services to the 9.0 code

line. Many of these features are highlighted in Video Feature overviews on our Campus Solutions

You Tube Channel including:

Campus Solutions Advising Notes

Campus Solutions Student Activity Guides

Campus Solutions Mobile

Campus Solutions Program Enrollment

Campus Solutions Evaluation Management System

Innovative technical architecture like the Rules Engine, the Common Attribute Framework, the

Notification Framework and File Parser have provided customers with the opportunity to reduce

customizations and deploy functionality configured for their institutions and students.

As our Campus Solutions teams focus on preparing for Campus Solutions 9.2, we continue to

provide significant regulatory and critical support development that we will forward fit to the

new release. This will minimize the impact for our customers when they decide to uptake CS 9.2.

Our plans to address regulatory requirements in CS 9.0 in the next 12 months are as follows:

Campus Solutions Planned Regulatory Updates 2015-2016

We plan to deliver the regulatory updates outlined in this section for Campus Solutions 9.0 and

will “forward fit” them to the Campus Solutions 9.2 release. This means the CS 9.0 October

2015, January 2016, April 2016 and July 2016 bundles will be included automatically in the CS 9.2

upgrade process. Any regulatory updates delivered after July 2016 will be delivered and applied to

CS 9.2 through the PeopleSoft Update Manager (PUM), described in the next section.

Australia

HEIMS Student Data Collection (DIISRTE)

Continued support for required regulatory changes to student data collection and reporting.

Queensland Tertiary Admissions Center (QTAC)

Continued support for required regulatory changes.

https://www.youtube.com/user/oraclehighered



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Victorian Tertiary Admissions Center (VTAC)


United Kingdom

Higher Education Statistic Agency (HESA)

Continued support for required regulatory changes including:

Further updates for the 2014/15 DLHE return

Updates for the 2015/16 Student return

Updates for the 2015/16 DLHE return

Updates for the 2016/17 KIS return

Universities and Colleges Admissions Service (UCAS)

Continued support for required regulatory changes including updates for the 2017 UCAS and

UTT admissions cycles.

Student Loan Company (SLC)


Points Based Immigration (PBI)


Netherlands

Studielink

In 2016 colleges and universities in the Netherlands are expected to take responsibility for part of

the admissions process for Fixed Placement Programs, which are now centrally administered.

This will affect programs such as Medicine for which only a limited number of seats are available.

In order to accommodate these regulatory changes Studielink has planned the release of the

feature “Selection and Placements” which will allow institutions to administer the selection

process by allotting student placement rankings and administering ranking numbers on academic

programs. This information is then exchanged with Studielink. Additionally, Studielink is

planning feature functionality with which institutions will receive information from the Dutch

Immigration and Naturalization Authority (IND) concerning non-Dutch students.

Oracle plans continued support for those features impacted by changes to Studielink “Selection

and Placement” as well as “IND” processing.


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BRON Qualification Structure

Dutch Professional Education Schools will face regulatory changes in 2016 that will require

implementation of the new MBO qualification structure. Implementation of the new

qualification structure (a new academic structure for curriculum and assessment) should ensure

that in future, students transition more seamlessly from applied learning to the job market. We

anticipate that these changes will impact administrative processes as well as those application

features that support the administration of enrollments, curriculum data and assessments.

Impacted features may include Education Contract NLD, Internship Contract NLD and the

BRON interface. We plan to provide our customers with updates which will allow them to

comply with regulatory changes.

BRON VAVO

Continued support for required regulatory reporting.

United States

Planned Regulatory Updates for US Financial Aid

Continued support for required regulatory changes including:

COD Processing updates for Direct Lending and Pell Grants

Database Match and Eligibility updates

FISAP

INAS-FM

INAS-IM

ISIR Load and Processing

Loan Counseling

NSLDS

Pell Schedules

PROFILE Load

Return of Title IV

Verification - Federal

Student and Exchange Visitor Information System (SEVIS)

The US Department of Homeland Security has mandated a number of significant changes to the

formatting and validation of names, addresses and email addresses which are being included in

release 6.21 of SEVIS batch processing. A critical patch was made available on May 28, 2015 to


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customers for this important update. These updates are also planned for inclusion in Additional

Features Q3 2015 (CS 9.0 bundle #38). A comprehensive listing and description of these changes

can be found in documentation supporting this critical update in My Oracle Support Document

2015664.1 SEVIS 6.21 Critical Update May 2015. Oracle plans to continue supporting regulatory

requirements for SEVIS.

Oracle PeopleSoft Campus Solutions 9.2

The planned release of Campus Solutions Release 9.2 continues our strong roadmap for

customers who want to leverage the PeopleSoft platform and maintain an on-premises solution.

Many of our customers are seeking to leverage new user experience and lifecycle product

management tools available with PeopleTools 8.54 or later. In order for Campus Solutions to

deliver those new capabilities with minimal disruption to our customers’ operations, we have

found it best to produce a new base codeline. While many customers have embraced the

Continuous Delivery Model from Campus Solutions, others have requested that we provide an

‘upgrade event’ that will enable them to provide the attention and resources to “getting current”

with new capabilities and technology. With CS 9.2, customers will realize two advantages: an

event they can leverage to get current, and a new mode of applying maintenance that will simplify

their IT investment so they get more value out of Campus Solutions.

Delivering Strategic Value with the Campus Solutions 9.2 Release

Intuitive User Experience

Our customers are very clear that the investments they make on campus must keep the focus

directly on students as they progress from being applicants to alumni. Projects, large and small,

are evaluated against the criterion of what the project contributes to the overall success of

students at the institution. The PeopleTools Fluid User Experience introduced in PeopleTools

8.54 will provide significant new capabilities in Campus Solutions 9.2 by leveraging simpler self-

service transactions optimized for mobile devices with modern, streamlined and easy-to-use

functionality.

Selective Adoption

Campus Solutions introduced the Continuous Delivery Model in order to deliver value-add

capabilities on a frequent cadence without the need for major upgrades. Selective Adoption

expands on that with an innovative way for applying maintenance to PeopleSoft applications,

allowing customers to selectively apply the maintenance they care about. It provides an efficient

way of managing the Continuous Delivery Model with the introduction of the PeopleSoft Update

Manager (PUM). In Campus Solutions 9.2, PUM provides the tools that our customers will use

to selectively apply changes (patches, regulatory updates, enhancements and new features) to

their environments using the latest delivered PeopleSoft Update Image. For more information on


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the selective patching capability, see the PeopleSoft Update Manager (PUM) Home Page on My

Oracle Support (Doc ID 1641843.2).

Innovative Functionality

Customers who have evaluated each maintenance and Additional Features bundle delivered since

the release of Campus Solutions 9.0 have already taken advantage of many of these capabilities

that will be included in Campus Solutions 9.2, which will consist of a roll-up of all the new

features and functionality previously delivered on CS 9.0 with the Continuous Delivery Model.

For customers who have been unable to implement new delivered features, the release of CS 9.2

provides an opportune event to plan for, budget resources and execute on new and enhanced

functionality. To understand what has been delivered; customers are encouraged to use the

Campus Solutions Cumulative Feature Overview Tool, which details the deliverables for each CS

9.0 bundle, available on the PeopleSoft Enterprise Campus Solutions 9.0 Documentation Home

Page on My Oracle Support (Doc ID 751540.1).

The Path to Campus Solutions 9.2

We are targeting calendar year 2015 for the delivery of the Campus Solutions 9.2 release. With

General Availability, we plan to deliver a new style sheet, Enterprise Components, updates to

reporting and shared HCM content and other features described in the section Campus 9.2

Features below. Also included are the previously delivered Campus Solutions 9.0 Additional

Features, Regulatory Features, and Support Development as described earlier in this document.

In order to upgrade to CS 9.2, customers will need to be current through CS 9.0 Bundle #34

(July 2014). Customers will also need to be on a minimum of HCM 9.0 Bundle #25 for the

upgrade. Our plan for this upgrade is to meet customer expectations for a minimally disruptive

upgrade event. To reduce the impact of this release we are following PeopleTools recommended

technical adoption standards and we have minimized the number of functional updates that are

included. This allows a consistent codeline and data model throughout the upgrade process,

minimizing the impact on an institution’s customizations, reports, testing, etc.

Once we deliver the initial upgrade to CS 9.2, we will utilize PeopleSoft Update Manager tools to

deliver fixes and patches, regulatory updates, new features and enhancements. We plan to use the

PeopleSoft Update Manager and the Continuous Delivery Model to also deploy CS 9.2 self-

service using the Fluid User Experience.


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2015 2016 2017 2018 2019

Campus Solutions 9.2

Customer “A” Goes Live

on CS 9.2

Campus Solutions 9.2 PUM Images

Customer “A” Adopts New

Features

In the example above, a customer upgrading to CS 9.2 will have the ability to uptake fixes,

regulatory updates, and new features built with the Fluid User Experience with each delivered

Update Image. We anticipate that Campus Solutions will deliver a new Update Image four times

each year.

Critical to your plans for upgrading to CS 9.2 is the timeline for CS 9.0 support. As documented

on the Lifetime Support Policy Document [http://www.oracle.com/us/support/lifetime-

support/index.html under resources, choose Lifetime Support Policy: Oracle Applications

(PDF)]:

CS 9.0: Premier Support ends the end of December 2016

Extended Support ends the end of December 2019

Sustaining Support is indefinite

2015 2016 2017 2018 2019 2020



CS 9.2 Upgrade Window

Campus Solutions 9.0 begin Sustaining Support

Customers should note that for Campus Solutions, Premier and Extended Support provide

exactly the same level of support, and there is no additional cost for Extended Support.


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Impact of PeopleTools 8.55

PeopleTools 8.55 is anticipated to be available in 2015. Features planned for this PeopleTools

release focus on improvements to the PeopleSoft User Experience along with technology

options that will help you take advantage of innovations that reduce operating costs. The

enhancements and features planned for the PT 8.55 release are listed in the Technology tab of

PeopleSoft Planned Features and Enhancements (Doc ID 1966243.2) and include:

Building on the Fluid User Experience introduced in PT 8.54, PT 8.55 provides significant

enhancements by providing related content in fluid pages, fluid dashboards, fluid

master/detail pages, new functionality for tiles, and the new Activity Guide Framework.

Development tools enhancements to Application Designer, Component Interface, and the

Mobile Application Platform.

Infrastructure changes that simplify configuration in PeopleTools and for other utilities,

improve security, and allow for better monitoring of the health, load, and performance of

your Campus Solutions system.

Reporting and Analytic tools that simplify the use of real time analytics and deployment of

pivot grids.

Improvements to life cycle management tools including enhancement to the PeopleSoft

Update manager (PUM).

PeopleTools 8.55 introduces the new PeopleSoft Cloud Deployment Architecture (CDA), a

comprehensive organization of system-wide structures, features and capabilities that will

allow our customers to achieve greater operational efficiencies. PeopleSoft CDA and

incorporated features such as Deployment Packages work with the Application Configuration

Manager (ACM) and PeopleSoft’s virtualization capabilities to provide customers a near fully

automated process to install and configure PeopleTools. Our strategy is to help our

customers leverage server and datacenter innovations such as market-leading resource

virtualization solutions with choice of virtualization platform vendor as well as dynamic

deployment of our solutions to public and private cloud platforms.

Customers have asked about the best course of action for upgrading to PeopleTools 8.55 in

conjunction with upgrading to CS 9.2. We plan to deliver an updated CS 9.2 upgrade template

that will allow you to upgrade from CS 9.0 to CS 9.2 and go live with PT 8.55. This will allow you

to implement in the Tools version that will be a prerequisite for the CS Fluid User Experience

functionality outlined in sections below.

For your planning purposes, here is the general timeline we expect for the CS 9.2/PT 8.55

release:

CS 9.2 and upgrade path from CS 9.0 to CS 9.2 using PT 8.54 is released

PT 8.55 is released


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Updated CS 9.0 to CS 9.2 upgrade template using PT 8.55 delivered

Oracle will deliver maintenance with PUM – approximately four Update Images per year.

Generally these images will be on the latest version of PeopleTools. We anticipate that the

first CS 9.2 Update Image will be on PT 8.55. While the Update Image will work with CS 9.2

target environments on PT 8.54, PT 8.55 will be a prerequisite for customers who plan to

deploy the CS Fluid User Experience functionality.

Campus Solutions 9.2 Features

New Style Sheet

Campus Solutions continues to focus on improving the user experience by enabling and

enhancing the efficiency of end-user transactions. We plan to apply the standard Tangerine style

sheet to Campus Solutions 9.2 for Classic PeopleSoft pages including existing self service pages.

PeopleTools enhanced branding capabilities will also be available with the style sheet update. For

users, the new style sheet (PSSTYLDEF_TANGERINE) for Campus Solutions offers a

contemporary look and improves navigation.

We also plan to apply new layout standards to support language translation. Customers may

notice some changes on pages due to these new standards. For example, labels and strings will

leave extra character space for expansion of multiple language text. Text will be right aligned and


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drop down fields will appear wider to accommodate translated text. As a result pages may widen

and have more white space.

Accessibility in Campus Solutions 9.2

Releasing Campus Solutions 9.2 will provide the foundation upon which we can make Campus

Solutions more accessible for all users. By applying Web Content Accessibility Guidelines

(WCAG) 2.0 to CS 9.2 we are committed to using internationally recognized standards to achieve

that goal. CS 9.2 will use Oracle Accessibility Guidelines (OAG) 2.0 which incorporates the

WCAG 2.0 A and AA level standards as their core. We are prioritizing the sequence of

accessibility items we will address in the initial CS 9.2 release and beyond.

Enterprise Component Alignment in Campus Solutions 9.2

Enterprise Component features represent common functionality, setup, and configuration

capability in PeopleSoft which will become available to the Campus Solutions customer base in

Campus Solutions 9.2. These include:

Datasets: Datasets enable role-based filtering and distribution of data.

Currency Conversion: recommended standard techniques and formulas to support a common

approach to converting currency

Toolbar Configuration: system configuration for toolbar functionality including title area,

button bar, component-specific data and toolbar footer

Forms and Approval Builder enables you to design online forms, specify the approval process

they require, and deploy them to users. For example, most institutions require certain

approvals for requests or actions taken by students regarding enrollment, change of

programs, tuition waivers, etc.

Reporting in Campus Solutions 9.2

All PeopleSoft 9.2 applications now use BI Publisher and so will Campus Solutions 9.2. A

number of reports have already been converted from Crystal to BI Publisher in CS 9.0. For a list

of converted reports, you are encouraged to access What Crystal Reports were Converted to BI

Publisher in Campus Solutions 9.0? (Doc ID 1989361.1) in My Oracle Support. Some Crystal reports

were not converted. Those reports’ content references, menu items, pages, run control records

that are related to those components, and the components themselves will no longer be available

to users in the CS 9.2 codeline.

HCM Content in Campus Solutions 9.2

Generally, HCM functionality will no longer be available in Campus Solutions 9.2. In CS 9.2, you

will no longer see menu items and navigation to PeopleSoft HCM features and HCM-centric


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tables like Payroll, Benefits, Time and Labor etc. Where necessary a number of content

references related to common setup will continue to be accessible such as the Country Table and

the Holiday Schedule. HCM maintenance will no longer have to be applied in CS 9.2. Any

changes to HCM objects will be maintained as part of the standard CS 9.2 maintenance process.

The PeopleSoft Fluid User Interface: Transforming the Campus Solutions User Experience

Campus Solutions 9.2 allows us to deliver PeopleTools’ landmark Fluid User Experience

technology to our user community. Designed as a significant improvement over the PeopleSoft

“classic” user interface, PeopleSoft Fluid User Interface will also provide a modern, mobile

update to the current PIA-based (PeopleSoft Internet Architecture) self service Student Center.

PeopleSoft application fluid pages scale from large screen devices, such as laptops and desktops,

to the reduced viewing space of hand held devices so prevalent on campuses. An end user can

interact with fluid pages using a conventional mouse and keyboard or using a touch interface.

These new pages are device-independent and will operate on certified device browsers.

We plan to deliver the Fluid User Experience for high value role-based users on an ongoing basis

after the initial release of CS 9.2 using the PeopleSoft Update Manager. The PeopleSoft Fluid

User Interface introduces a number of important new features to the application user experience:

Fluid Homepages: The fluid version of an application home page brings together information

that will assist a user in understanding what’s happening and what needs their attention, while

providing an easy, familiar way for the user to navigate to key parts of the PeopleSoft system.


19

Homepages are role-based and can be assigned to students, applicants, and alumni groups of

users, or other specific roles. And users can have multiple homepages. While users can

personalize and even create their own personal homepages, you can configure restrictions and

security for homepages based on your needs. In initial phases of the CS 9.2 fluid deployment, we

anticipate deploying standard homepages designed for students and applicants with other roles to

follow. Homepages also offer users notification and navigational features including:

The Notification Icon which can be used to collect alerts to homepage users in a single location

for easy access to important push notifications highlighted with a numbered “badge”.

Prototype


20

PeopleSoft Navigation Bar: The “NavBar” Icon offers faster and more intuitive navigation

across Campus Solutions. This fluid structure is available as a dynamic window that slides out

from the side of the page. On fluid-enabled systems, the PeopleSoft Navigation Bar will be

available even on PeopleSoft classic pages, creating a seamless experience for users as they

navigate the system. It can include the entire PeopleSoft menu, user favorites, recently used links,

and navigation tiles that will bring users to the parts of the application that are most important to

them.

Tiles on Homepages represent navigation to Campus Solution fluid transaction pages. For

example, selecting a Financial Account Tile in the Student Homepage will result in navigating to

an Application Start Page; one of the design patterns for displaying component navigation links

in the left panel with selected content in the right panel.

Prototype


21

Tiles also can provide users with immediate visibility to valuable information with dynamic visual

content using features like PeopleSoft Pivot Grids or other information sources.

Planned Campus Solutions 9.2 Fluid Features

Using People Soft Update Manger will allow us to provide transactions supported by the Fluid

User Interface on an ongoing and sustained basis to our customers. Working with our Product

Advisory Groups, the Technical Advisory Group and other customer resources, we have

identified the most important transactions on which to focus initially. We are targeting each

operational area for deploying the new fluid interface to students, applicants, and contributors to

provide modern and mobile transactions that are intuitive to use and easy to deploy. We

anticipate that customers will evaluate and select when to begin to implement delivered fluid

functionality based on their needs. The summaries below represent our intended deliverables for

the first stage of the Campus Solutions fluid project and with more to follow. We will keep the

customer community apprised of our plans to release additional functionality in My Oracle

Support PeopleSoft Planned Features and Enhancements, Campus Solutions (Doc ID

1966243.2) as details become available.

Prototype


22

Campus Community

Initial targeted self service features to be supported with the Fluid User Interface include the

ability for student and other similar users to view and edit personal data such as names, address,

phone numbers and email addresses. Also planned is the ability to view checklists and holds

(service indicators). Student Activity Guides are anticipated to be accessible from Fluid for

viewing and agreement completion. Because the use of alert notifications is so important for

mobile users, we plan to include the ability for the user to set notification preferences and to

access these configurable messages when necessary.

Admissions

We anticipate deploying a homepage for applicants containing relevant tiles for the large form

factor user (desktop or laptop) and the mobile user (tablet or smartphone). This applicant

“center” can be used to locate links to an admissions application as specified by your institution.

For applicants who have applications in process, we plan to deploy the ability to edit saved

application data when relevant and to view application status and application related checklist

status. For applicants with finalized admissions decisions we plan to provide the ability to view,

accept or decline admissions offers and to pay admissions deposits when necessary.

Because admissions procedures vary throughout the admissions community, we are planning to

provide setup rules that will allow you to configure when admission decisions can be viewed by

the applicant, what terminology is to be used for program actions and action reasons and what

messaging is to be displayed for each decision.

Student Records

For the early phase of Fluid for Student Records, our focus is on constructing the basic parts of

enrollment that will offer the large form factor user (desktop or laptop) and the mobile user

(tablet and smartphone) the ability to search for classes, add, delete and enroll for classes using

an academic shopping cart. The planned enrollment process powered by Fluid will support

permissions and the selection of class preferences such as grade basis where allowed. Once

enrolled, the planned fluid pages will allow students to drop, and view a personal class schedule

in a list or weekly calendar display. Many of our customers have requested that we allow students

to enroll without the use of the shopping cart under certain circumstances. Fluid UI design

options allow us to provide students with ability to enroll without the use of the shopping cart.

A fundamental part of academic progress is the ability to view grades on an ongoing basis. Fluid

Student Records is targeted to allow users of multiple devices to do just that.

Student Financials

The fluid interface is targeted to provide ability to view details of the student’s account including

charges due and payment history with convenient links to pending financial aid. Most important


23

is the planned ability to make a payment by accessing a third party payment provider while using

a mobile device.

Financial Aid

Simplified viewing of all aspects of financial aid is extremely important for financial aid applicants

and recipients. We plan to provide the ability to view detailed information about financial aid

awards; their status and sources, including scheduled disbursements for all terms in an aid year to

the user. Also targeted for viewing are the FA Shopping Sheet, Satisfactory Progress Status, and

the Financial Aid Notification. We anticipate that a user will have the ability to accept or decline

financial aid awards with the Fluid User Interface.

Academic Advising

A separate tile for Academic Advising is targeted for delivery into a student homepage, which

will support initial advising features in Fluid. These features are critical for use particularly for

mobile student advisee users and will include:

A listing of a student’s advisors that will support mobile communications (email notification,

text messaging and voice if available on the user device.)

Academic progress pages providing a graphical representation of the student’s progress

towards meeting requirements for a program/plan.


24

Academic Progress

Academic Progress Summary

Advisors

Academic Progress

Academic Requirements

Academic Progress

Summary

What-If Report

Courses In Progress

That Do Not Count

Towards Requirements

Expected Graduation

Term

Undergraduate

PeopleSoft University

BA in Philosophy

Introduction to Philosophy

Philosophy Courses

Philosophy Electives

Undergraduate Requirements

120

All Courses (GPA)

Complete

In Progress

In Progress

Complete

In Progress

Complete

In Progress

2.0

100%0%

100%0%

100%0%

100%0%

100%0%

100%0%

GPA 2.43

75% Complete

75% Complete

75% Complete

100% Complete

100% Complete

50% Complete

Informational pages that display courses that have not counted toward requirements and the

Expected Graduation Date for the student user in the program(s) of record.

A small form factor (smartphone) version of the Planner will allow the student to:

View Course Detail

Move a Course to a Term on the Planner

Delete a Course from the Planner

View details of the Requirement that the course satisfies. This page is targeted to directly

integrate with Enrollment to provide a seamless connection between classes for which a

student has planned and for enrolling in them.

Contributor Relations

Planned transactions in Contributor Relations supported by Fluid are targeted to the

development officer, allowing them to manage their prospects in a simplified user interface.

Planned features include:

Viewing a prospect profile

Viewing a prospect’s donor profile

Prototype


25

Adding and updating prospect strategies and actions

Managing a prospect manager's upcoming prospect actions

Adding and editing a prospect contact report

Utilizing PeopleTools Features in Campus Solutions 9.2

In order to extend the value in Campus Solutions 9.2 we also plan to deliver a variety of

innovations to the Campus Solutions user interface that seek to simplify navigation and increase

productivity by providing high value functionality that supports day-to-day transactions. While

we have introduced some of these functions in new development in CS 9.0, we plan to evaluate

incorporating these features in CS 9.2 as we enhance the release. Examples include:

WorkCenters

WorkCenters are geared towards high-frequency users (like an Admissions Director) to

consolidate user tasks, exceptions, alerts, links and reports into a single, secure role-based

“command center” that can be personalized.

Dashboards

Dashboards provide at-a-glance view of all relevant information relevant to a role and provide

the ability to utilize Embedded Analytics to create content and obtain data critical to decision

making.

Pivot Grids

Decision makers, managers and general users require clear, real time analytics within Campus

Solutions applications. Improved Pivot Grid capabilities dynamically render charts with powerful

drag and drop interactive grids that eliminate the need to export data to a desktop spreadsheet,

keep data secure, and ensure that users have the insight they need to take informed actions.

Activity Guides

While we plan to deliver Student Activity Guides in their current form available from fluid pages,

we are planning to apply the significant enhancements to Activity Guides in People Tools 8.55 in

Campus Solutions.


26

Oracle Student Cloud: A New Approach to Managing the Student Lifecycle

The Oracle Student Cloud is a planned innovative student lifecycle management solution that

combines the capabilities of traditional student information systems (SIS) with core CX (CRM)

capabilities to help you personalize the student experience and promote student success. Based

on the principles of a modern student platform, Oracle Student Cloud is planned to be a flexible,

extensible, student-centric platform designed to meet the needs of 21st-century higher education.

Principles of a Modern Student Platform

Student-Centered Design: create a complete, modern student experience

21st Century Education: meet the needs of modern students everywhere

Extensible Platform: tailor and enrich to meet your unique needs

Insight for Everyone: promote a data-driven culture

Integrated Social Network: foster cross-campus collaboration

Flexible Business Models: strategically navigate the volatile higher education landscape

The Oracle Student Cloud platform represents an ongoing commitment to provide best-in-class

products that provide real business value. This section provides descriptions of features and

functionality that Oracle expects to provide in the Student Cloud components over the next

twelve months.

Oracle’s Higher Education customers can choose between running on-premises applications

(e.g., SIS, CRM, ERP) indefinitely, or migrating to a Cloud deployment when it makes sense for

their institution. No other vendor offers this level of long-term commitment to choice and

stability for Higher Education customers’ administrative systems.

Oracle continues to invest in Higher Education, which is further illustrated by Oracle’s numerous

acquisitions of strategic products that can be used by Higher Education institutions. Focused on

our customers’ pressing strategic needs, we are leveraging and extending a number of these

products as part of an overall strategy to support the industry. This approach reinforces the

unique position Oracle has to be able to deliver faster and more complete solutions such as

Student Engagement (built on Oracle Marketing Cloud and Oracle Social Cloud), Student Service

(configured with Oracle Services Cloud), Student Recruiting and Advancement (both configured

with Oracle Sales Cloud and Student Engagement).

The Student Cloud is a comprehensive approach to managing the student lifecycle and

relationships, from recruiting through alumni and donor management. The platform incorporates

the key elements of managing student relationships and communication, providing support for

transactions that support the core business of Higher Education (i.e., enrollment, student

account management, assessment and progression), leveraging sophisticated social and interactive


27

engagement capabilities, and embedding decision support tools for each role throughout the

solution. The Student Cloud is being built and will be delivered in a componentized approach, to

facilitate customers’ varied adoption plans. The plans for the comprehensive Student Cloud

include the following capabilities:

Student Engagement: personalized interaction capabilities to support student outreach,

retention, and student success across the student lifecycle built on the Oracle Marketing

Cloud and Oracle Social Cloud platforms.

Student Recruitment: support for the full recruiting cycle, powered by configuration of the

Oracle Sales Cloud along with Student Engagement.

Advancement: support for donor recruitment and management, powered by configuration of

the Oracle Sales Cloud along with Student Engagement.

Student Service: student service and help desk functionality leveraging the Oracle Service

Cloud platform.

Student Management: planned core SIS functionality built on Oracle’s Modern Cloud

platform.

Student Analytics: planned support for analytics across the Student Cloud platform with the

ability to incorporate structured and unstructured data from a variety of sources, providing a

comprehensive view of the student.

Student Engagement and Student Service are two capabilities within the Student Cloud which are

available today. In addition, customers have configured the Oracle Sales Cloud to support

Student Recruiting and Advancement. These solutions are targeted at Higher Education

institutions, including Campus Solutions customers, who are looking to benefit from robust,


28

industry-leading CRM/CX capabilities across the student lifecycle and deployed in the cloud.

Development is ongoing with the Student Management and the Student Analytics solutions. We

plan to deliver significant pieces of the Student Cloud annually. See the sections below for

specifics on functionality delivered or planned for each piece of the overall platform.

Must-Haves for Modern Student Clouds

Oracle’s design and development of the Student Cloud has been informed by a number of key

priorities from our customers. Those include:

A comprehensive solution with core student information system capabilities.

The latest CX tools for engaging with prospective students, students, donors and friends of

the institution across multiple devices and channels, including social media, to keep them on-

track for meeting academic goals as well as fundraising and friendraising goals of the

institution.

Advanced tools for student recruiting to meet enrollment targets by expanding enrollment

pipelines, improving forecasting, integrated marketing and outreach capabilities, enabling

recruiters to manage their pipeline and territories anytime, anywhere, and support for

collaborative recruiting teams across the institution and beyond.

Modern marketing tools that enable colleges and universities to create and distribute

personalized, relevant content.

Powerful analytics that support a data-driven culture to achieve better outcomes.

Ability to tailor, connect and extend the solutions to complement and integrate with the

institution’s ecosystem.

In the following sections, you will see updates on each component of the Student Cloud

platform.

Oracle Marketing Cloud for Student Engagement

Students today have a wealth of options for how they engage with each other and with the

organizations and other entities with which they interact. Driven by technology and social media,

students expect a different style of communication and interaction; they expect interactions that

are personalized and targeted at their unique needs and preferences, just-in-time, and interactive.

At the same time, higher education institutions are under intense pressure to meet these

expectations, to improve outcomes, both for new student enrollments as well as academic,

preventing drop-outs and improving student engagement and the overall student experience.

To assist institutions with addressing these challenges, Oracle has introduced the Oracle

Marketing Cloud for Student Engagement, designed to provide a single, comprehensive platform

for institutions to manage their interactions and outreach to students, prospects, applicants, and

alumni/donors. This new solution, built on the Oracle Marketing Cloud combined with


29

capabilities from the Oracle Social Cloud, empowers higher education institutions to combat

their unique set of challenges around student retention, outreach, and engagement throughout

the student lifecycle with enhanced solutions, providing orchestrated and personalized

experiences across multiple channels.

Delivered Higher Education Data Model and Campaign Templates

In order to streamline the implementation process and jumpstart customer’s adoption of Oracle

Student Engagement, we have delivered as part of the solution a new higher education data

model along with templates for marketing campaigns, emails, and landing pages. These templates

can be used out-of-the-box or you can use them as samples or guides for your own campaigns

and collateral. Either way these materials simplify the process and speed of implementation,

enabling you to begin to use the system and achieve benefits that much faster.

Over the next year we plan to deliver:

Additional templates and collateral to support even more use cases across the student

lifecycle.

Additional support for global customers and data from outside the U.S.

Oracle Sales Cloud Powering Student Recruitment

Higher education institutions today need a modern and flexible platform from which to attract

and recruit new prospect students and applicants. Institutions are under tremendous pressure not

only to attract and enroll enough students, but students who will be successful, engaged, and

fulfill the institution’s objectives. The modern platform to accomplish this must reflect the

myriad and ever evolving ways in which prospective students engage and research potential

schools and provide the flexibility to respond to students in modern and very personalized and

responsive ways.

Student Recruiting, which is configured with the power of the Oracle Sales Cloud platform,

enables the institution to do exactly that. It includes comprehensive capabilities to attract and

manage student prospects, recruiters and territories, pipeline and forecasting, collaborative team

recruiting and integration with Oracle Marketing Cloud for Student Engagement provides the

power of social listening and interactions and targeted, personalized, and responsive outreach

and communications.

Oracle Service Cloud Powering Student Service

Students expect a great deal these days, and having access to information and resolutions when

they need it and how they need it is paramount. And when they can’t find the information

themselves, they expect to be able to submit in inquiry and receive a fast and efficient answer and

resolution. Institutions that can’t provide this level of service and meet these expectations will see


30

a decline a student satisfaction and eventually this dissatisfaction will result in a decline in

enrollment.

Student Service leverages the industry-leading Oracle Service Cloud platform and provides

robust capabilities to deliver online knowledge and support to students, applicants, alumni,

parents, visitors, and other constituents at your institution. The solution provides the ability for

users to review online FAQs, search knowledge base articles to answer questions or problems

they may have, interact with and rate those articles, refining the results for themselves and other

users, chat with an agent, and then to submit a service request for more targeted support. For the

administrative user, or agent, the system allows efficient routing of incidents along with online

collaboration with other users to accurately and efficiently resolve the student’s request.

Oracle Sales Cloud Powering Advancement

Many higher education institutions are turning to alumni and other donors as potential sources of

revenue to make up for declining state funding and to alleviate the pressure on tuition and fees.

To succeed at these efforts, institutions must-engage these alumni and donors and reach out to

them in new ways to make them a part of the community and to rekindle their good feelings and

generosity towards the institution, whether that’s volunteer opportunities and smaller annual

fund donations for younger, millennial graduates or student mentoring, and larger gifts or

planned giving opportunities for older alumni.

Advancement, which is configured with the power of the Oracle Sales Cloud platform along with

integration to Student Engagement, enables the institution to do exactly that. It helps institutions

nurture constituent relationships, helping institutions to provide relevant, targeted, cross-channel

outreach and engagement, manage advancement officers and their territories, drive fund-raising

results and provide greater visibility to better manage the donor pipeline and forecasting.

Student Management

The core Student Management capability within the Student Cloud will be a brand new product,

with a new architecture, new data model, and new technology platform. The goal of starting from

scratch is to leverage existing components within the Oracle Cloud as well as take the

opportunity to address new and upcoming business challenges while at the same time not

disrupting our existing mature and established customer base on Campus Solutions.

The key benefits of Student Management for customers include core structures that are flexible

and designed to manage a variety of educational offerings (both traditional and non-traditional);

an architecture that is engineered to be extensible; and a compelling user interface that promotes

engagement and collaboration as well as branding and differentiation for the institution. Oracle’s

customer Strategic Design Partners, selected from our global customer base, are key in defining

the solution and the phases for the roadmap. Also, Oracle plans that customers will be able to


31

build local integrations with the Student Managementjust as they do today with the on-premises

Campus Solutions application.

As with any new offering, the functionality of the Student Management solution will evolve,

focusing first on the core capabilities of enrollment, payment and assessment as managed by

non-traditional programs. Over time, the solution will continue to grow in capabilities; it will

support the comprehensive student lifecycle and will address the needs of a variety of programs

and institutional profiles. A typical release schedule for Oracle’s cloud-based solutions includes

annual updates.

With each release, we plan to enhance and add new features for this product, with the plan to

provide support for a traditional academic structure including admissions and matriculation into

a major course of study resulting in a certificate or degree. Our plan for the first release of

Student Management includes the functionality to support a person searching for and enrolling in

individual classes.

Planned functionality includes:

Individual searches for an institution’s offering of a class or a program of study, using a

keyword search, along with search filters.

Student Management: Catalog Search Results

Prototype


32

That individual can then use the search results we provide to drill down on details of the class

or the program. They can see if the course is currently being offered and if so, when it is

being offered and if it is offered at a physical location or online.

Student Management: Review Program information

Prototype


33

Student Management: Review Class information

She can add a class or a program to her Wish List.

If she wants to add that class to her Shopping Cart, she will create an account and log in as an

authenticated user.

She can then checkout with the item(s) in her shopping cart, paying by credit card or eCheck.

Prototype


34

Student Management: Shopping Cart checkout

Once they enroll, the student will have the ability to view their classes and associated

academic dates (such as school holidays and important deadlines) on a calendar in addition to

adding personal events to their calendar.

Student Management: Student Calendar

The student will have the ability to update or add personal information such as addresses,

phone number and email.

The student can see what they’re enrolled in as well as the outcome (e.g., final grade) for that

class.

Prototype

Prototype


35

The student will be able to engage in a social experience, tied to that class section, powered

by Oracle Social Network.

We plan to provide the ability for the administrative and support staff to communicate with

the student or a group of students via text or email.

We plan to provide the ability for the admin staff to create the institutional structures and

staff (e.g., instructors) used for curriculum definition resulting in the classes to which the

students enroll and pay.

We plan to provide the ability for the school to define their curriculum (consisting of

programs of study, courses and class sections for enrollment).

We plan to provide the ability for the school to define fees, along with a variety of discount

options.

Support for program coordinators and program advisors is planned, including dashboards to

monitor the health of their classes and learners.

Student Management: Sample Analytic for Program Coordinator

In addition to the planned web-based application, we are also planning to deliver core

functionality with mobile access. For the initial release, we plan to deliver mobile access to

search the course/class catalog and see current enrollment in a calendar view.

Prototype


36

Student Management mobile application: Class Search Results

Prototype


37

Student Management mobile application: Student Class Schedule

Target Market for Initial Release

As noted above, a number of the components within the Student Cloud platform are available

today. Student Engagement, Student Recruiting, Advancement, and Student Service are all

available today. These solutions are targeted at Higher Education institutions that are looking to

Prototype


38

benefit from robust, industry-leading CRM/CX capabilities across the student lifecycle and

deployed in the cloud. We have a number of customers that are already benefitting from the

strength of the CRM/CX cloud-based solutions, in conjunction with Campus Solutions.

Depending on the institution’s business models and requirements, these solutions can be

managed independently or with integration developed through Oracle partners.

Institutions that have a large focus on non-traditional programs with straightforward educational

requirements may want to adopt the early release of Student Management. Existing Campus

Solutions customers may want to evaluate co-existence of Student Management with Campus

Solutions; one approach is to leverage Student Management to support the Continuing

Education, Further Education or Extended Education business on campus while continuing to

use Campus Solutions to manage the traditional student processes. A primary need expressed by

customers is for a single Student ID, to be shared across multiple systems that manage student

data, especially CS and Student Management. This level of integration is planned for a future

release. And of course, institutions that want to realize the many benefits of having SIS

functionality available through the cloud will be watching the development updates for the

Student Management component of the Student Cloud.


39

Student Analytics

Higher education institutions have realized that enhancing understanding about their academic

data is a fundamental requirement to improve student success and experience. Institutions have

the opportunity to analyze a vast amount of data resulting from student’s academic interactions

on campus, with social media and within learning management systems to gain insight and

understanding of students’ academic progress. This insight enables institutions to respond and

make changes to personalize and improve each student’s academic journey.

The planned design of Student Analytics will take advantage of Oracle’s world class BI cloud

platform, optimized to streamline analysis to reveal trends and gain further student insights. We

plan to provide pre-built dashboards, data visualization tools and reports to display consolidated

academic data in addition to allowing institutions to build new ones as required. Targeted to

utilize cloud integration standards, Student Analytics is anticipated to improve data collection

efforts to ensure lower TCO and to optimize delivery time.


40

Pathways to a Modern Student Platform

Ongoing global economic uncertainty, changing demographics, technology advances impacting

the delivery of education and new business and academic models are all forcing higher education

institutions and partners like Oracle to innovate and adapt to new ways of doing business.

Through the close collaboration we have with our higher education customers and industry

partners; we can continue to deliver the strongest roadmap in the industry. With the investment

being made in the upcoming Campus Solutions 9.2 release, institutions will be able to provide

innovative services to their applicants, students, alumni and faculty, reduce costs and eliminate

customizations, and simplify how they manage and support their systems.

As higher education institutions consider cloud-based solutions they are asking questions such as:

What is the best strategy to incorporate cloud solutions for my institution? Is a cloud-based

student system something that would work well in my IT environment? Where would a cloud-

based solution be the right choice for any of my business models? For many institutions, some or

all of the components of a cloud-based student platform will be the right choice.

One size—one answer—does not fit all institutions. That is why Oracle offers choices that help

you define the right path to a modern student platform. Institutions should start strategically

based on your unique campus needs. For some institutions, the logical place to start is simply by

documenting existing systems and processes, and identifying gaps and opportunities to deliver a

better student experience across campus. Other institutions may be ready to start embracing

cloud solutions for one or two key functions, such as student engagement, student recruiting, or

student service while still others may have deployed a few cloud-based solutions and are now

ready to expand the usage of these systems across the institution.

Regardless of where you are, it’s important to remember that you’re on a journey, and that every

institution’s journey is unique.


41

We hope that this Statement of Direction has provided insight into Oracle’s solutions, covering

both Campus Solutions and cloud-based solutions, and presents the comprehensive roadmap for

these solutions, focused on the success of Higher Education.

As the pace of change continues to accelerate, it is more important than ever to stay current and

informed on what our plans are and what we are delivering. The following are some of the

resources available to help you do this:

Product Information Center: Overview PeopleSoft Enterprise Campus Solutions (Doc ID

1400681.2)

PeopleSoft Enterprise Campus Solutions 9.0 Documentation Home Page (Doc ID 751540.1)

which lists:

This Statement of Direction, published annually

Detailed Pre-Release Notes published prior to the general availability of each CS 9.0

Additional Features event

Most Recent Version of Campus Solutions 9.0 Chapters as of [Current]Bundle (Doc ID

1523915.1)

Cumulative Feature Overview (Doc ID 1675137.1)

Information on PeopleSoft Enterprise Campus Solutions 9.2 (Doc ID 1683816.1)

Additional Feature references:

Advisor Webcasts: Current Schedule and Archived Recordings (Doc ID 740966.1)

Oracle Applications TOI (Transfer of Information) Online Training (Doc ID 732026.1)

Oracle Higher Education YouTube Channel

PeopleSoft Information

PeopleSoft Information Portal

PeopleSoft YouTube Channel

PeopleSoft Planned Features and Enhancements (Doc ID 1966243.2)

For more information on Oracle’s Student Cloud initiative, please see:

“Map the Journey to the Modern Campus” white paper, located on Oracle.com

(http://www.oracle.com/us/industries/education-and-research/edu-modern-campus-ebook-

2557717.pdf)

“Innovating for Education and Research Excellence: Oracle Cloud Solutions for the Modern

Campus” white paper, located on Oracle.com

(http://www.oracle.com/us/industries/education-and-research/cloud-solutions-modern-

campus-wp-2399256.pdf)


http://docs.oracle.com/cd/E52319_01/infoportal/index.html

https://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg

http://www.oracle.com/us/industries/education-and-research/edu-modern-campus-ebook-2557717.pdf

http://www.oracle.com/us/industries/education-and-research/edu-modern-campus-ebook-2557717.pdf


42

Higher Education Products Roadmap FAQ, located on My Oracle Support, Document ID

1630033.1

Student Cloud: https://cloud.oracle.com/higher-education

Student Engagement: https://www.oracle.com/marketingcloud/products/education.html

Oracle Service Cloud: https://www.oracle.com/applications/customer-

experience/service/index.html

Sessions at the annual Alliance conference and regional Alliance conferences. More

information may be found at www.heug.org.

https://cloud.oracle.com/higher-education

https://www.oracle.com/marketingcloud/products/education.html

https://www.oracle.com/applications/customer-experience/service/index.html

https://www.oracle.com/applications/customer-experience/service/index.html

http://www.heug.org/

Oracle PeopleSoft Campus Solutions

and Oracle Student Cloud

Statement of Direction 2015-2016

July 2015

Oracle Corporation

World Headquarters

500 Oracle Parkway

Redwood Shores, CA 94065

U.S.A.

Worldwide Inquiries:

Phone: +1.650.506.7000

Fax: +1.650.506.7200

oracle.com

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and

the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other

warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or

fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are

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