Setting Up Instant Messaging in PeopleSoft Enterprise Portal

This section provides an overview of instant messaging in PeopleSoft Enterprise Portal and maintain discusses how to:

Set up instant messaging in PeopleSoft Enterprise Portal.
Enter your instant messaging information as an end user.

Understanding Instant Messaging in PeopleSoft Enterprise Portal

The setup tasks described in this chapter must be completed before you can use the instant messaging functionality that is available in the following areas of PeopleSoft Enterprise Portal:

Related contacts.

See Related Contacts Pagelet.
Collaborative Workspace member profiles.

See Viewing Member Profiles.
Resource Finder profiles.

See Using Participant Profiles and Organization Charts.
Content Management user profiles.

See Setting Up and Working With Managed Content.

Prerequisites

Users that are utilizing instant messaging functionality will need to have an instant messaging client installed on the machine from which they’re accessing the PeopleSoft Enterprise Portal product. If this functionality is going to be made available to users of a shared PC, then we recommended that an instant messaging account be set up on the shared machine that is available for general use by anyone that has access to the shared PC.

Setting Up Instant Messaging in PeopleSoft Enterprise Portal

This section discuss how to:

Load instant messaging information using a comma-delimited (CSV)-formatted file.
Load instant messaging information using a component interface.
Manage instant messaging information.

Pages Used to Set Up Instant Messaging in PeopleSoft Enterprise Portal

Page Name	Object Name	Navigation	Usage
Import User Instant Message Information	EPPRC_IM_IMPORT	Portal Administration, Instant Messaging Import	Run the Import User Instant Message Information Application Engine process (EPPRC_IM_IMP) to load user instant message data contained in CSV-formatted files.
Manage Instant Messaging Information	EPPRC_IM_ADMIN	Portal Administration, Instant Messaging Setup	Manually enter user instant messaging information. Once the Import User Instant Message Information process has completed successfully, review or edit loaded user instant messaging information.

Loading Instant Messaging Information Using a CSV-Formatted File

Access the Import User Instant Message Information page.

The CSV-formatted file you use to load user instant message data should contain the following information in this order:

For example, the following user’s instant messaging information should appear in the CSV-formatted file entry as shown here:

PeopleSoft Enterprise Portal user ID	VP1
Instant message domain	YAHOO
Domain screen name	pat_smith
CSV-formatted file line entry	VP1,YAHOO,pat_smith

Entries in the CSV-formatted file are case sensitive. For example, instant message domains must be capitalized (AOL, SAMETIME, and YAHOO), and the PeopleSoft Enterprise Portal user ID and domain screen name in the CSV-formatted file must use the case formatting of your actual user ID and screen name.

In addition, there should be no spaces around commas in the CSV-formatted file.

You can generate a CSV-formatted file by creating a spreadsheet formatted like the one shown in this example:

When you save the spreadsheet, select a Save as type value of CSV (Comma delimited (*.csv).

If you open the file in a text editor, it should appear as follows:

Create one CSV-formatted line entry for each unique user ID and instant message domain combination.

Server Name

Select the server you want to use to run the process. Select a server that can access the designated file path to the CSV-formatted file.

Select Files

ID	Enter an identifier for the data in the designated CSV-formatted file.
File Path	Enter the full path to the CSV-formatted file that contains the user instant message data you want to load. The file path you enter must be accessible by the server selected in the Server Name field.
Include	Select to include the CSV-formatted file in your run of the Import User Instant Message Information process.

Once the process has completed successfully, review or edit loaded user instant messaging information on the Manage Instant Messaging page.

Loading Instant Messaging Information Using a Component Interface

Rather than using a CSV-formatted file to load user instant messaging data, you can use the EPPRC_IM_USER_CI component interface (CI) with the Excel-to-CI spreadsheet load utility to load this data from a spreadsheet, or any other external application you want to create to interact with the CI.

The Excel-to-CI spreadsheet utility supports the automatic configuration of a Microsoft Excel spreadsheet to match the properties of a designated CI. For example, the fields related to the CI; PeopleSoft Enterprise Portal user ID, instant message domain, and domain user ID as discussed earlier; appear as columns in the spreadsheet. After entering data into the spreadsheet, you load it into your PeopleSoft Enterprise Portal database using the associated CI.

See Enterprise PeopleTools 8.48 PeopleBook: PeopleSoft Component Interfaces, “Using the Excel to Component Interface Utility”

Managing Instant Messaging Information

Access the Manage Instant Messaging Information page.

Use the elements at the top of the page to enter user instant messaging information search criteria. Elements in the scroll area on the page display your search results. You can also use the elements in the scroll area to add, delete, and edit user instant messaging information.

User ID	Enter the user ID of the user for which you want to view instant messaging information.
Domain	Select the domain name for which you want to view instant messaging information.
Screen Name	Enter the screen name of the user for which you want to view instant messaging information.
Search	Select to execute a search using any criteria you have entered in the User ID, Domain, and Screen Name fields. Your search results are displayed in the lower portion of the page.
User ID	Add or edit a user’s PeopleSoft Enterprise Portal user ID.
Domain	Select an instant message domain name. AOL SAMETIME YAHOO
Screen Name	Add or edit a user’s domain screen name.

Entering Your Instant Messaging Information

This section discusses how to enter your instant messaging information as an end user.

Page Used to Enter Your Instant Messaging Information

Page Name	Object Name	Navigation	Usage
My Instant Messaging	EPPRC_IM_USER	Select the My Instant Messaging link that displays as a top-level link in the menu navigation.	Add, edit, or delete your instant messaging information, such as your available screen names and domains.

Entering Your Instant Messaging Information

Access the My Instant Messaging Information page.

Domain

Select the domain for which you want to define instant messaging information.

AOL

SAMETIME

YAHOO

Screen Name

Enter your screen name that corresponds to the selected domain.