Setting Up Instant Messaging

Use the Import Instant Message Users page (EPPRC_IM_IMPORT) to run the Import User Instant Message Information Application Engine process (EPPRC_IM_IMP) to load user instant message data contained in CSV-formatted files.

Navigation:

Portal Administration > Instant Messaging > Import IM Users

This example illustrates the fields and controls on the Import Instant Message Users page. You can find definitions for the fields and controls later on this page.

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

<PeopleSoft Interaction Hub user ID>,<instant message domain>,<domain screen name>

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

Entries in the CSV-formatted file are case sensitive. For example, instant message domains must be capitalized (GTALK, SAMETIME, XMPP, or YAHOO), and the PeopleSoft Interaction Hub 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 the following example.

This example illustrates a spreadsheet formatted to generate CSV-formatted file.

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 shown in the following example.

This example illustrates a CSV-formatted file content.

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

Select Files

Field or Control	Description
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.

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

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 Interaction Hub 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 Interaction Hub database using the associated CI.

See the product documentation for PeopleTools: Component Interfaces, “Using the Excel to Component Interface Utility.”

Use the Maintain Instant Messaging Users page (EPPRC_IM_ADMIN) to manually enter user instant messaging information.

After the Import User Instant Message Information process has completed successfully, review or edit loaded user instant messaging information.

Navigation:

Portal Administration > Instant Messaging > Maintain IM Users

This example illustrates the fields and controls on the Maintain Instant Messaging Users page. You can find definitions for the fields and controls later on this 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.