Reviewing Installation Setup and System Defaults

This chapter provides an overview of installation setup and system defaults and discusses how to:

Select general installation options.
Select country-specific information.
Review incremental numbering.
Set up primary permission list preferences.

Understanding Installation Setup and System Defaults

There are several settings on the system's installation pages that you should review before setting up any of the Campus Solutions applications. Specifically, you should review settings that point the system to the applications that you have installed, settings that begin and maintain incremental numbering, and settings that define basic default values throughout the system. It is a good idea to review the country codes and country address formats defined on the installation pages, too. If any of these settings are not correct or do not reflect the institution's design decisions, you could experience problems getting the system to operate properly.

Selecting General Installation Options

To set up general installation options, use the Installation Table component (INSTALLATION_TBL).

This section discusses how to select installed applications.

Note. Only the pages that are relevant for Campus Solutions are described here.

See Also

PeopleSoft Enterprise Human Resources Management System documentation

Page Used to Select General Installation Options

Page Name	Object Name	Navigation	Usage
Products	INSTALLATION_TBL1	Set Up HRMS, Install, Installation Table, Products	Select which PeopleSoft applications and application parameters are installed on the system. Ensure that the settings on this page are accurate before using the Campus Solutions system.

Selecting Installed Applications

Access the Products page.

If the institution has installed only the Campus Solutions application, then clear the Human Resources check box and select the Student Administration check box. If Human Resources is selected but that application is not installed, values set to automatically appear in the Campus Solutions system might not appear, and you could get random error messages as you navigate through the system.

If you installed PeopleSoft Enterprise Contributor Relations, select the Contributor Relations check box, along with the Student Administration check box.

If the institution has installed both the HRMS and Campus Solutions applications, then select both the Human Resources and Student Administration check boxes. If you have both applications, you might review the other settings to determine if they are set properly for HRMS.

The Campus Self Service product combines a group of self-service applications. These applications are used with Campus Solutions. If you have installed this product or any self-service application, select the appropriate check box here.

Note. When both HRMS and Campus Solutions applications are installed, the Campus Solutions functions take precedence over HRMS. That is, where the two applications have similar features or the same tables, the system points to the Campus Solutions features or tables first.

See Also

PeopleSoft Enterprise Human Resources Management System documentation

Selecting Country-Specific Information

Campus Solutions applications support U.S.- and Canada-specific demographic data.

This section discusses how to enter country-specific information.

Pages Used to Select Country-Specific Information

Page Name	Object Name	Navigation	Usage
Country Specific	INSTALLATION_TBL3	Set Up HRMS, Install, Installation Table, Country Specific	Enter country-specific installation information.

Entering Country-Specific Information

Access the Country Specific page.

Click the Installed HR Countries link to access the Installed HR Countries page, where you can select which country-specific collapsible sections you want displayed in the system.

See Also

PeopleSoft Enterprise HRMS 8.9 Application Fundamentals PeopleBook, “Setting Up Local Country Functionality”

Selecting Student Administration Installation Options

To set up installation options, use the Student Admin Installation component (INSTALLATION_SA).

This section discusses how to:

Set up incremental numbering.
Select country-specific features.

Pages Used to Select Student Administration Installation Options

Page Name	Object Name	Navigation	Usage
Installation Student Admin (Installation Student Administration)	INSTALLATION_SA	Set Up SACR, Install, Student Admin Installation, Installation Student Admin	Set up or review incremental numbering for items throughout the system.
SA Features	SCC_INSTALL_SA2	Set Up SACR, Install, Student Admin Installation, SA Features	This page is used to turn on country-specific features.

Setting Up Incremental Numbering

Access the Installation Student Admin page.

Each field on this page is automatically incremented or automatically appears by default throughout the system. Set the last used numbers so that automatic numbering does not create numbers that already exist in the data.

If you want the increments of any of these fields to start at a number other than zero, enter that number on this page before you do anything else in the system.

Note. After you have begun converting or entering data and running processes, you can access this page to determine the last number that was incremented for each of the fields listed, but you should not change the numbers.

Last LS ID Assigned (last learning solutions ID assigned)	Displays the last learning solutions ID assigned. The automatic sequential assignment of IDs for individuals and IDs for organizations is based on this field. You can change the value of this field if the institution needs to use a different numbering scheme; however, PeopleSoft recommends that you use the automated numbering assignment. Used by various applications. Note. This field accepts a length of up to 11 characters; however, PeopleCode shipped with Campus Solutions limits the ID length to a maximum of seven characters. If you increase the length of the ID field, you increase the number of leading zeros for the ID. For example, at the default seven-character length, the ID is 0000001, whereas at a character length of 11, the ID is 00000000001. This is specific to IDs in Campus Solutions, Contributor Relations, and Human Resources, when you have Campus Solutions installed with HRMS.
Last Course ID Assigned	Displays the last course ID assigned. Used by PeopleSoft Enterprise Student Records.
Last Equiv Course ID Assigned (last equivalent course ID assigned)	Displays the last equivalent course ID assigned. Used by Student Records.
Last Course Sharing Sequence	Displays the last course sharing sequence. Used by PeopleSoft Enterprise Academic Advisement.
Last Course List Sequence	Displays the last course list sequence. Used by Student Records.
Last Facility ID Assigned	Displays the last facility ID assigned. Use to enable the system to display by default an automatically incremented facility ID number each time that you create a new facility on the Facility Table setup page. If you do not want to use auto incremental numbering, you are required to enter a value for Facility ID when adding a new facility. Used by various applications.
Last Class Note ID Assigned	Displays the last class note ID assigned. Used by Student Records.
Last Enroll Target Seq Number (last enrollment target sequence number)	Displays the last enrollment target sequence number. Used by Student Records and Recruiting and Admissions for Enrollment Management Enrollment Targets.
Last Application Nbr Assigned (last application number assigned)	Displays the last application number assigned. Used by Recruiting and Admissions.
Last Requirement ID	Displays the last requirement ID. Used by Student Records and Academic Advisement.
Last Requirement Group	Displays the last requirement group. Used by Student Records and Academic Advisement.
Last Test Type Rec Nbr (last test type record number)	Displays the last test type record number. Used in processing suspense records for data loads. Used by Recruiting and Admissions.
Last ATP Rec Nbr (last admissions testing program record number)	Displays the last ATP record number. If you enter 50,000 in this field, next time that you run the ATP data load SQR process (CCATPLOD), each school loaded will have a number assigned starting from 50,000. This field is not connected to the institution’s unique ATP code. Used by Campus Community and Recruiting and Admissions.
Last External SA Event ID (last external student administration event ID)	Displays the last external student administration event ID. Used by various applications, including Contributor Relations.
Last Event Nbr Assigned (last event number assigned)	Displays the last event number assigned. Used by various applications, including Contributor Relations.
Transcript Default Date	Displays the transcript default date. This is the default date used for processing academic advisement degree audit reports. To set the default to the current date, leave this field blank. Used by Academic Advisement.
Last Topic Link Assigned	Displays the last topic link ID assigned. Used by Student Records on the Catalog Data page.
Academic Institution	Select an academic institution to use as a default throughout the system.
Default Section Size	Enter a number to use as a default for class size. This value is used in creation of new class sections. The value is originally rolled into the Catalog Record when it is created, and then it is used to enter the number by default into the ENRL_CAP field in the CLASS_TBL.
Transcript Date Print	Indicates the date on which you want the system to print when printing student transcripts. Select a value to be the default value when a row is entered. Select one option per term. Options are: Class Date: Prints the valid start and end dates for each class on a transcript. Session Dt (session date): Prints the valid start and end dates for a session within a term on a transcript. Term Dates: Prints the valid start and end dates for the term on a transcript. No Dates: None of the above dates print on the transcript.

Selecting Country-Specific Features

Access the SA Features page.

Class Search Options

Enter the maximum number of class search results allowable for a search. Choose for the system to display either a warning message or an error message if a user's search results exceeds the maximum. A warning message allows the user to continue; an error message requires the user to narrow the search criteria.

Also, select whether search options appear as available options or as a search prompt.

Country-Specific Features

Select the appropriate check box to enable functionality specific to each country.

Australia	This functionality is not currently used.
Canada	Select to enable Canadian reporting functionality.
New Zealand	This functionality is not currently used.
The Netherlands	Select to enable Dutch functionality.

Setting Up Primary Permission List Preferences

To set up primary permission list preferences, use the Org Defaults by Permission List component (OPR_DEF_TBL_HR).

This section provides an overview of primary permission lists and discusses how to:

Set permission list defaults.
Set industry sector and payroll information.

See Also

Creating and Maintaining User Profiles

Using Self-Service Campus Personal Information

Enterprise PeopleTools PeopleBook: Security Administration

Understanding Primary Permission Lists

When you are using the User Profiles Management process, it is necessary for you to set up primary permission lists when you give user IDs access to pages.

Use the Primary Permission List table to set predefined tableset sharing as well as systemwide defaults and settings for each of the primary permission lists. The system displays by default the values that you indicate for a particular permission list in the Primary Permission List Preferences table—such as business unit, setID, currency, country, or company code—when a user associated with that permission list logs in to Campus Solutions or Contributor Relations. You can tailor the Campus Solutions systems for each user, controlling the default values that users see on pages in the system.

Pages Used to Set Up Primary Permission List Preferences

Page Name	Object Name	Navigation	Usage
Defaults	OPR_DEF_TBL_HR	Set Up HRMS, Foundation Tables, Organization, Org Defaults by Permission List, Defaults	Set predefined tableset sharing and systemwide defaults for each primary permission list.
Settings	OPR_DEF_TBL_HR2	Set Up HRMS, Foundation Tables, Organization, Org Defaults by Permission List, Settings	Set the systemwide default settings for each permission list. By using this page, you can tailor the system for each permission list, controlling the default values that users see on pages in the system.

Setting Permission List Defaults

Access the Primary PrmList Preferences – Defaults page.

Note. These defaults override the defaults that you set for these options in the Installation table for this permission list.

The TableSet Record Group Control table regulates what users see in prompt tables.

Alternate Character Enabled	Select to indicate if you want alternate character searching enabled for this permission list.
Business Unit	Indicate the default business unit for this permission list from among the list of valid business units stored in the Business Unit table.
SetID	Indicate the default setID for this permission list from among the list of valid set IDs stored in the TableSet ID table. Warning! The values that you indicate here affect business unit and setID defaults for this permission list throughout the system.
Company	Enter the default company for this permission list.
Country	Enter the default country for this permission list.
Regulatory Region	This field is not used in Campus Solutions. See PeopleSoft Enterprise Human Resources Management System documentation
To Currency	Select a currency to act as default values for this permission list in Campus Solutions.
Currency Rate Type	Select a currency rate type to act as a default value for this permission list in Campus Solutions.

Setting Industry Sector and Payroll Information

Access the Settings page.

Industry

Select the industry for this permission list. Select Education to indicate that this is an education database.

Industry Sector

Select the industry sector for this permission list. Values are: Core, Public Sct (public sector), and US Federal.

Carry ID

Select to carry an ID of the last individual or organization that you enter or select from search box to search box and page to page. You do not have to reenter or reselect the ID each time, if you want to continue editing or reviewing data for the same individual.

If you choose any country other than the U.S. on the Defaults page, country-specific fields may appear on the page as well.

See Also

PeopleSoft Enterprise Human Resources Management System documentation

Industry	Select the industry for this permission list. Select Education to indicate that this is an education database.
Industry Sector	Select the industry sector for this permission list. Values are: Core, Public Sct (public sector), and US Federal.
Carry ID	Select to carry an ID of the last individual or organization that you enter or select from search box to search box and page to page. You do not have to reenter or reselect the ID each time, if you want to continue editing or reviewing data for the same individual.