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Creating a Custom Pagelet

Mark Kirkland – Boise Inc..August 27-29, 2012

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AbstractBoise Inc. uses many custom Pagelets for everyday metrics. While PeopleSoft delivers many Pagelets, Boise Inc. has deployed many custom Pagelets for use in Purchasing and Inventory.

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Objectives

Objective 1: Share the strategy and use of Pagelets at Boise Inc., and why we chose the metrics and functions that are being used.

Objective 2: Demonstrate live the creation, publication and use of a Pagelet.

Objective 3: Learn how other companies have deployed this functionality, and how it might be extended in version 9.0 and beyond

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Boise Inc.. Background

• Boise Inc. is a publicly traded company (BZ)• Boise Inc. was spun off by Boise Cascade

about 5 years ago.• www.boiseinc.com• Boise Inc. manufactures Paper, Packaging, and

Newsprint, as well as specialty Papers like Label and Release products

• Leader in the Recycled Paper market

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Boise Inc. Background

• Installed PeopleSoft in 1997• PeopleSoft Version 9.0 • PeopleTools Version 8.51 (October 15th, 2011)• Support for Boise Inc. and Boise Cascade, LLC– 40 PO Business Units– 144 Buyers (~100,000 POs/Year)– 171 Receivers (~145,000 Receipt Lines/Year)

• PeopleTools Version 8.52 (October 2012)• PeopleSoft Version 9.2 (Spring 2013)

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Boise Inc.. Background

• HQ - Idaho• St Helens, OR• Wallula, WA• Deridder, LA• Jackson, AL• International Falls,

MN• Salt Lake City, UT

• Waco, TX• Burley and Nampa, ID• Salem, OR• Sparks, NV• Hexacomb (13 BU’s)• Tharco (10 BU’s)

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Why are we here today?

• Who uses a Dashboard (in PeopleSoft or outside of PeopleSoft) ?

• Who uses PeopleSoft Pagelets?• What is the purpose of Pagelets?• How Boise uses Pagelets– Strategy– Purpose

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General Pagelet Info

• Pagelets became available with PeopleTools 8.50 (possibly earlier, but that is when we started using them)

• No additional licensing was required• Extremely easy to configure the basics, but

has the potential to do a lot more than will be demonstrated today.

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General Pagelet Info

• Creating Pagelets based on PS Query is a natural extension of a Functional User. Where as normally Functional Users do not use PeopleTools, you will need access to:– Structure and Content– Portal/Pagelet Wizard

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Pagelets

Structure and Content security allows the display of these options

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Delivered Pagelets

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Creating a Simple Pagelet

• Need to have a plan, what are you trying to accomplish?– Do you need to support a Business Process?– Alerts, do you need to tell users something?– Ease of Access, are you giving users an easier way

of accessing a function or document– Posting Metrics, are you trying to keep users

aware of key metrics– Peer Pressure

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Boise Inc. Buyer PeopleSoft Homepage

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Cost Savings by Mill with Thresholds

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Overdue PO’s with Hyperlinks into Add/Update PO

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Graph of Match Exceptions by Buyer

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Overdue Match Exceptions

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Create a Query

• Create a PeopleSoft Query• Use a query that will prompt for a Business

Unit, count POs by Buyer and PO Status, but exclude Canceled, Pending Canceled, or Closed POs.

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Create a Query

SELECT A.BUSINESS_UNIT, A.BUYER_ID, A.PO_STATUS, COUNT(*)

FROM PS_PO_HDR AWHERE A.BUSINESS_UNIT = :1 AND A.PO_STATUS NOT IN

('C','X','PX')GROUP BY A.BUSINESS_UNIT, A.BUYER_ID,

A.PO_STATUS

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Launch Pagelet Wizard

Main Menu >>PeopleTools >>

Portal >>Pagelet Wizard >>

Pagelet Wizard

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Create Pagelet

• Develop a Naming Convention• PR = Procurement (AP= Accounts Payable, etc.)• PR001 = Procurement Pagelet #1• AP001 = Accounts Payable Pagelet #1

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Pagelet Wizard Steps

1. Specify the Pagelet Information2. Select Data Source3. Specify Data Source Parameters4. Select Display Format5. Specify Display Options6. Specify Publishing Options

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Specify Pagelet Information

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Select Data Source

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Select Data Source Continued

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Select Data Source Continued

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Specify Data Source Parameters

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Select Display Format

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Specify Display Options

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Specify Display Options Continued

• Set a Opening Text or Title• Set a Closing Text or Title• Set Thresholds• Many other options and customizations are

possible

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Set a Threshold for Counts > 5

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Pagelet with Thresholds Set

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Specify Publishing OptionsCheck the box to make it a Homepage Pagelet and assign a Folder.

There are many other options and possibilities.

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Display Pagelet on Home Page

• Go into Content on Home Page• Find new Pagelet and Select• Save

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Title

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Potential Problems/Tips• The Pagelets shown today are all leveraging

PeopleSoft Query. – Keep the queries as simple as possible.– Long running/complicated queries can affect

response time, especially at logon.– We are currently running a routine in the

background to assist with refreshing queries and minimizing response time issues

• Use your ‘Space’ wisely, get the most value without scrolling

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Q & A

• Thanks for showing up, do you have any questions?