Navigating in Enterprise Portal Resource Finder

This chapter discusses how to navigate in PeopleSoft Enterprise Portal Resource Finder.

Navigating in Enterprise Portal Resource Finder

PeopleSoft Enterprise Portal Resource Finder provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.

Note. In addition to the PeopleSoft Enterprise Portal Resource Finder custom navigation pages, PeopleSoft provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

Pages used to Navigate in PeopleSoft Enterprise Portal Resource Finder

This table lists the custom navigation pages that are used to navigate in PeopleSoft Enterprise Portal Resource Manager.

Core Objects

The Core Objects custom navigation pages are intended for the person in the organization who is focused on defining the core objects used by the Resource Finder repository.

Page Name	Navigation	Usage
Core Objects	Main Menu, Portal Administration, Resource Finder	Define the core objects used by the Resource Finder repository.
Valid Value Groups	Click Valid Value Groups on the Core Objects page.	Define Groups of valid values that can be associated with user editable attribute types to constrain their values.
Attributes	Click Attributes on the Core Objects page.	Enter the data-driven definitions of the properties used to describe and relate participants.
External Asset Types	Click External Asset Types on the Core Objects page.	Enter definitions for external assets that are related to a participant.
Participant Types	Click Participant Types on the Core Objects page.	Define the person or things that are relevant to the business. Participant types can be employees, customers, organizations, organizational units, departments, divisions, and so on.

Mappings

The Mappings custom navigation pages are intended for the person in the organization who is focused on setting up data maps between source systems and repository objects.

Page Name	Navigation	Usage
Mappings	Main Menu, Portal Administration, Resource Finder	Setup the data maps between source systems and the repository objects
Data Sources	Click Data Sources on the Mappings page.	Specify the sources of import information for the Resource Finder repository.
Participant Mappings	Click Participant Mappings on the Mappings page.	Specify the mappings between an external data source and Resource Finder repository participant type attributes.

Profile Management

The Profile Management custom navigation pages are intended for the person in the organization who is focused on defining and maintaining repository profiles.

Page Name	Navigation	Usage
Profile Management	Main Menu, Portal Administration, Resource Finder	Define and maintain repository profiles.
Display Groups	Click Display Groups on the Profile Management page.	Logically group attribute IDs together.
Participant Profiles	Click Participant Profiles on the Profile Management page.	Specify which attribute groups make up the participant profile.

Administration

The Administration custom navigation pages are intended for the person in the organization who is focused on Resource Finder administration.

Page Name	Navigation	Usage
Administration	Main Menu, Portal Administration, Resource Finder	Administer Resource Finder advanced search options and search collections.
Organization Charting	Click Organization Charting on the Administration page.	Select the organization charting options that the Resource Finder will display on participant profile pages.
Search Options	Click Search Options on the Administration page.	Specify attributes that will act as search parameters and search results for the Resource Finder.

Batch Processing

The Batch Processing custom navigation pages are intended for the person in the organization who is focused on administering Resource Finder batch processes.

Page Name	Navigation	Usage
Batch Processing	Main Menu, Portal Administration, Resource Finder	Administer the batch processes for the Resource Finder repository.
Configure File Import	Click Configure File Import on the Batch Processing page.	Select XML formatted files for inclusion in updates to the Resource Finder repository.
Load Participant User Ids	Click Load Participant User Ids on the Batch Processing page.	Run a batch process to update Resource Finder participants with corresponding user IDs.
Build Search Indexes	Portal Administration, Search, Build Search Indexes. Select the delivered PAPP_RESOURCE_FINDER run control ID. See Building Search Indexes.	Create the Resource Finder search collection.