Introducing PeopleSoft Setup Manager

This chapter lists common elements and provides an overview of PeopleSoft Setup Manager.

Common Elements Used in This PeopleBook

	In a tabbed grid only, expands grid columns to the right so that tabs are no longer needed.
	The expanded grid returns to its tabbed state.
	Enables you to download the contents of a grid to a Microsoft Excel spreadsheet.
Select All	Selects all check boxes in the grid.
Clear All	Clears all check boxes in the grid.
Additional Configuration	Activities that must be performed before or after a particular setup task.
Business Process	One of the delivered business process models maintained by the PeopleSoft system.
Configuration Set	The PeopleSoft application features that you have selected for implementation. The list of features is available to be edited or viewed by either product suite and product or by the associated business process.
Detailed Business Process	A second-level subsection of the delivered business process.
Feature	A piece of PeopleSoft functionality that requires one or more setup elements to be defined before it can be used. For example, Journal Generation, Travel Authorizations, and Commitment Control are all delivered features that can be selected by the user to implement. Features can be associated with more than one product, and more than one feature can be associated with one product. Additionally, features can be associated with one or more business processes.
Product	A module of PeopleSoft that is licensed by you. For example, PeopleSoft General Ledger, PeopleSoft Benefits Administration, and PeopleSoft Help Desk are all PeopleSoft products. Products can be associated with more than one product suite, and more than one product can be associated with one product suite.
Product Suite	A grouping of products that exist either within a product line or across product lines. For example, PeopleSoft Customer Relationship Management and PeopleSoft Human Capital Management are both product suites.
Setup Task	A line item from the Setup Task List page that is used to configure a single PeopleSoft component.
Setup Task List	A list of tasks generated by PeopleSoft Setup Manager that identify the setup components that must be configured to support the defined configuration set.

Understanding PeopleSoft Setup Manager

PeopleSoft Setup Manager is a tool that helps you implement your PeopleSoft applications by using a configuration set to produce a setup task list that is specific to your implementation of PeopleSoft.

PeopleSoft Setup Manager produces a setup task list that identifies the setup tasks required to support your specific implementation and presents those tasks in the sequence in which they must be completed. The list contains the related navigation path that shows where a setup component is located and provides a direct link to that setup component. For each task, a suggested load method is identified and links to PeopleBook documentation are available so that you can view documentation for that setup component.

Note. Setup Manager system data must never be altered or deleted as this will impair data integrity and Setup Manager results.

Managing Configuration Sets

A configuration set is a list of the features that you have selected to implement. It is organized by either business process or product suite and product. PeopleSoft Setup Manager enables you to switch between views to see the impact of one selection method upon the other. You can build a configuration set by using two different methods:

PeopleSoft product suites and their supporting products and features
PeopleSoft business processes and their supporting products and features

As you are creating your configuration set, you see that the information presented on the pages is specific to your installed PeopleSoft products. When you select a particular product to implement, the list of features presented are specific to that product. This helps guide you through the selection process and enables you to create a configuration set that is tailored to your licensed and installed PeopleSoft applications.

Generating Setup Task Lists

This Setup Manager feature enables you to generate a step-by-step list of tasks that are necessary for you to successfully set up your PeopleSoft system. An Application Engine process produces a sequenced list of tasks representing the components that must be configured to support the features you’ve selected for implementation.

Performing Setup Tasks

Once you've generated the list of setup tasks, you use the list to guide you through the implementation process. The setup list pages display an ordered list of tasks to be completed and links to PeopleBooks containing valuable information.