Setting Up Enterprise Service Automation Portal Pack

This chapter discusses:

• Prerequisites for the Enterprise Service Automation Portal Pack.

• Using roles and permission lists.

Prerequisites for the Enterprise Service Automation Portal Pack

Before you can view and use the pagelets in the Enterprise Service Automation Portal Pack, you must complete these steps:

1. Install the Financials database on your system.

2. Install the enabling Financial applications.

   To find a pagelet's enabling application, refer to the table in the section titled Using Roles and Permission Lists for the Enterprise Service Automation Portal Pack.

3. Use PeopleTools security to assign pagelet permission lists to the roles that need access to each Enterprise Service Automation Portal Pack pagelet.

   The section titled Using Roles and Permission Lists for the Enterprise Service Automation Portal Pack identifies the permission lists that are authorized to use each Enterprise Service Automation Portal Pack pagelet.

4. Specify the Enterprise Service Automation Portal Pack pagelet default values at the administrator level so that users can access most of the Enterprise Service Automation Portal Pack pagelets without the need to personalize each one.

   The system applies these values to retrieve transactional information that appears on the pagelet. To establish system default values at the administrator level, navigate to Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults. Users can override the default values at an individual level.

5. (Optional) To reflect unique personal preferences, users can personalize the settings for each pagelet on a corresponding personalization page.

   To open a personalization page, click the Customize icon in the upper right corner of the pagelet.

6. (Optional) If you use Expenses, schedule the Expenses Pagelet Processing Application Engine process (EX_PAGELET).

   This process converts expense data to various currencies so that the Total Expense Costs Operational Threshold Alert (OTA) and Transactions in Progress pagelets can provide data in a currency that is meaningful to each user and render data more rapidly. This process is scheduled by navigating to Setup Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults. Select Total Expense Costs in the Operational Threshold Alerts group box, click Go to Expenses Pagelet Processing, and launch a recurring process from the Expenses Pagelet Processing page.

7. (Optional) If you use the Services Forecasting feature of Program Management, define the rules for calculating resource capacity and utilization for each human resource business unit.

   The utilization calculations for a business unit only include resources that are associated with job codes that are specified in the utilization definition for the business unit.

   See Using Pagelets Enabled by Program Management.

8. (Optional) If you use the Services Forecasting feature of Program Management, schedule the Utilization and Capacity Application Engine process (RS_AGG_ENG) to create resource utilization and capacity data.

   This process creates resource utilization and capacity data for the Forecast Utilization OTA and Actual to Forecast Utilization OTA.

   See Updating Resource Utilization Data.

9. (Optional) If you implement Resource Management and use the Resources Needing Assignments pagelet, each user must set up options in the My Workbench Options component (RS_MYWKBNCH_OPT) in Resource Management.

   Refer to the PeopleSoft Enterprise Resource Management 8.9 PeopleBook for details on setting up values for the Resources Needing Assignments pagelet.

   See Specifying Staffing Workbench and Resource Utilization Options.

   Because there are no Enterprise Service Automation Portal Pack system defaults available for this pagelet, each user must do one of the following:

   • Navigate to Resource Management, Define User Options, My Workbench Options and specify the appropriate parameters.

   • Click the Customize Resources Needing Assignments icon on the Resources Needing Assignments pagelet to access the My Workbench Options component and specify the appropriate parameters.

See Also

PeopleSoft Enterprise Components for PeopleSoft Enterprise Financial Management Solutions, Enterprise Service Automation, Asset Lifecycle Management, and Supply Chain Management 8.9 PeopleBook, "Portal Utilities"

PeopleSoft Enterprise Portal Solutions 8.9 PeopleBooks

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Process Scheduler

PeopleSoft Enterprise Portal Solutions 8.9 Installation on the PeopleSoft Customer Connection website

Using Roles and Permission Lists for the Enterprise Service Automation Portal Pack

The Enterprise Service Automation Portal Pack delivers sample roles and permission lists in the Financials database that you can use as an example to configure your security.

When you install a portal pack, pagelets are available for authorized users from both the Enterprise Portal homepage and the Financials database application homepage. Because pagelets are assigned to specific permission lists instead of to specific roles, when you log in the system matches your role (that is associated with your user ID) to the appropriate permission lists to display authorized pagelets.

This table lists the enabling Enterprise Service Automation applications and their associated pagelets and sample permission lists:

To add pagelets to your PeopleSoft homepage, click the Personalize Content link on your homepage to access a list of pagelets to which you have access, and select one or more pagelets.

To personalize the pagelet layout on your PeopleSoft homepage, click the Layout link on the homepage.