Using PeopleSoft Tree Manager

With PeopleSoft Tree Manager you can view, create, and modify the trees that you use in PeopleSoft applications.

This chapter discusses how to:

• Open trees.

• Navigate PeopleSoft Tree Manager.

• Work with tree nodes.

• Work with detail values.

• Use drag and drop.

• Save and configure trees.

• Use Tree Viewer.

Opening Trees

This section provides an overview of multi-user functionality and discusses how to:

• Search for trees.

• Organize trees with categories.

Page Used to Open Trees

Searching for Trees

Once you have your browser open in PeopleSoft Pure Internet Architecture, your next step is to navigate to PeopleSoft Tree Manager so that you can open and view a tree.

To open a tree:

1. Access PeopleSoft Tree Manager.

2. In the drop-down list box, select a value to search by, then click Search.

   Click Advanced Search to search for a combination of values, such as Node Record Name, Detail Record Name, Structure Name, and Tree Category.

   The system displays a list of the trees that match the data you have entered.

3. Click the link for the tree you want to open.

See Also

Using Search Pages to Retrieve Data

Organizing Trees

You can organize trees and narrow search criteria by assigning trees to categories that you define. See the example below.

Categories are defined on the Tree Definition and Properties page. Categories must conform to the same character limitations as the tree name. Category names cannot exceed 18 characters and should not contain special characters such as /, \, *, :, “, <, >, and |.

Note. There are no edit checks to verify a category’s existence—if the category does not exist, PeopleSoft Tree Manager adds a new one.

Navigating PeopleSoft Tree Manager

This section discusses how to:

• Use the navigation bar.

• Use breadcrumbs.

• Expand and collapse nodes.

• Search for nodes or detail values.

• Use the line counter.

Pages Used to Navigate PeopleSoft Tree Manager

Using the Navigation Bar

Access the Tree Manager page.

The Tree Manager page displays the tree with the root node expanded one level.

Note. PeopleSoft Tree Manager displays one page of the tree at a time. You can navigate through large trees using First Page, Last Page, and so on.

You can perform the following actions on the selected tree by using the links and images on the navigation bar (the horizontal blue bar at the top of the tree).

See Also

Using Grid and Scroll Area Controls

Using Breadcrumbs

As you navigate through your tree, breadcrumbs appear above the navigation bar. They show you the parent/child relationships between the currently-selected object and its parents. Breadcrumbs can provide you with a basic map of your route through the tree and can also be used to jump back to a previously visited node or branch.

When you hover your cursor over a breadcrumb, a tooltip appears which identifies whether the breadcrumb is a link to a branch or a node.

Breadcrumbs represent nodes in the current branch (A type nodes) and the parent branch of the opened branch (B type nodes).

For example, in the following illustration, node 00001 is the parent branch of 10100 and 10100 is the parent node of 10400:

The maximum number of breadcrumbs displayed is seven. When you start exceeding that number, the system automatically removes the earlier ancestor nodes. This ensures that breadcrumbs always begin with the parent node of the currently selected node.

Expanding and Collapsing Nodes

You can collapse any node at any level to give you a better overview of the entire tree. Closed yellow folders indicate that you can expand the node to show additional nodes and detail values. Closed gray folders indicate a node that has no children (either child nodes or detail values). Open yellow folders indicate a node that has been expanded and is showing child nodes or detail values.

To expand a node one level, click its folder image. Click the folder image again to collapse the node.

To expand all child objects for a node, first expand the node, then click the image with two folders.

Searching for Nodes or Detail Values

Access the Find Value page.

Note. The actual labels on these fields change depending on the default labels defined for the column used for the node or detail values. For example, in the Department Security tree, the label for the node values reads Department ID.

If PeopleSoft Tree Manager finds a node or detail value that matches your search string, it displays the node or detail value and builds breadcrumbs to show the navigation path to the entry found.

Note. If the value for which you are searching is contained inside a detail range, PeopleSoft Tree Manager displays the appropriate range. Click the Edit Data image to display the list of values contained in that range. Keep in mind that detail values are stored as strings, so if your values are identified by numbers, the range may include more values than expected.

PeopleSoft Tree Manager finds the first occurrence of the node or detail value that matches your search string and highlights it. If duplicate values exist, click Next to search for the next occurrence of the value.

When the next occurrence has been found, the Previous link become available.

If you type in values or descriptions in more then one field on the Find Value page, the system will use the higher located field as a search condition and ignore the lower fields.

See Also

Working with Detail Values

Using Wildcards to Find Information

Using the Tree Line Counter

PeopleSoft Tree Manager's line counter provides an automatic count of the numbers of lines of a tree that are currently displayed. In this example, the line counter displays 14 of 24433, telling us that 14 rows are currently displayed out of a possible 24433 rows available in the tree. The line counter does not provide information on the position in the tree of the displayed lines.

Working with Tree Nodes

This section discusses how to:

• Describe tree nodes.

• Insert nodes.

• Move nodes.

• Switch node levels.

• Edit node descriptions.

• Delete nodes.

• Rename nodes.

Pages Used to Work with Tree Nodes

Describing Tree Nodes

A node in PeopleSoft Tree Manager has three parts: the node image, the node name, and a node description.

In the following example, the node is collapsed, so the folder image is closed. The node name is 10600, and the node description is Branch Office Administration.

To display images for working with nodes, click the description or node name.

The following is a complete list of node editing images. When you highlight a node, only the images representing the available actions appear.

Inserting Nodes

To insert a node:

1. Highlight a node.

2. Click either the Insert Child Node or Insert Sibling Node image.

3. Click the prompt button to find the node name to insert.

4. Enter the node name or select the node from the list.

   The Insert Child Node page appears with the selected value.

5. Click Add.

   If you entered values that have already been defined, PeopleSoft Tree Manager adds the values to the tree when you click the Add button.

   If you enter new values, PeopleSoft Tree Manager informs you that you have entered an undefined value. Depending on your security access, PeopleSoft Tree Manager may enable you to add the new value.

   If the node you specified already exists in the tree, the system will display an error pointing to the duplicate node.

6. If you’re adding a new value to the database, click Yes.

   PeopleSoft Tree Manager displays the page for adding new values for the field.

Moving Nodes

To move a node using cut and paste:

1. Highlight the node and click the Cut image.

2. Select the destination and click the Paste as Sibling or Paste as Child image.

   The node is pasted into the position that you specified. Remember that you cannot insert a child node into a branch node, insert a sibling node into a root node, or insert parent node into its child.

   PeopleSoft Tree Manager moves the entire branch starting at the selected node. If the moved node has nodes or detail values reporting to it, they also move to the new position.

Note. You cannot move branched nodes.

Levels Behavior

The following are general rules used for levels when nodes are moved using cut and paste:

• Tree with strictly enforced levels: Parent node must always be at a higher level than its children.

• Tree with loosely enforced levels: No rules are enforced, therefore levels of the descendant nodes should be manually adjusted by using the switch level function on the pasted node.

The following table shows the basic behavior of levels when cutting and pasting nodes:

Note. New tree levels are not automatically created in non-root branches when a tree node is moved, or a new tree node is added.

See Also

Using Drag and Drop

Switching Node Levels

Access the Node Properties page.

Click the Switch Level link associated with the level to which you want to change the node.

The node level information is updated and changed. The node level is indicated by the green arrow.

Levels Behavior

The following are general rules used when switching node levels:

• Tree with strictly enforced levels: Parent node must always be at a higher level than its children.

• Tree with loosely enforced levels: Parent node must be at the same or higher level than its children.

The following table shows the basic behavior of levels when the switch node level function is used:

Editing Node Descriptions

To change the description of a node:

1. Access the Tree Node Maintenance page.

2. Update the value in the Description field.

   Enter today’s date as well as a new description.

3. Click the OK button to accept changes and return to PeopleSoft Tree Manager

Note. Tree node descriptions may not be visible if the effective date of the tree is earlier than the effective date of the node.

Deleting Nodes

To delete a node:

1. Highlight the node and click the Delete image.

2. In the message that appears, click Yes to delete or No to return to the tree without deleting.

Renaming Nodes

To rename a node:

1. Access the Node Properties page.

2. Enter new name for the node in the New Name box and click the Rename button.

Note. The edit data image is not available for the root node. You cannot rename the root node.

You cannot rename branched nodes.

Working with Detail Values

This section discusses how to:

• Understand detail values.

• Add detail values.

• Change detail value descriptions.

• Modify a range of detail values.

• Delete detail values.

• View detail values.

Pages Used to Work with Detail Values

Understanding Detail Values

A single detail value in PeopleSoft Tree Manager has three parts: the detail image, the detail name, and a detail description. Detail values can also appear as a range of values or as dynamic detail.

Following is an example of a detail value with a description:

Detail value with a description

Following is an example of a range of detail values:

Range of detail values

Following is an example of dynamic detail values or an empty detail.

Dynamic detail values, or ‘empty’ detail

The following is a complete list of detail value editing images. When you highlight a detail value, only the images representing the available actions appear.

Adding Detail Values

To add detail values:

1. Highlight the node you want the detail values to report to. Or you can highlight one of the node’s other detail values.

   To complete a detail-value tree, you need to define detail values for each terminal node in the tree, which means each node that has no child nodes.

2. Click the Insert Detail image. If you are creating a dynamic detail tree, select the Dynamic Flag check box.

   The Detail Value Range page appears. It shows the tree node that the new values report to. If you click the Dynamic Flag check box other fields on a page become locked. When you click the Add button, PeopleSoft Tree Manager displays brackets [ ] in place of the detail value for the selected node. When you use the tree, the system automatically selects the appropriate detail values for the node.

   Note. Do not add dynamic details in a tree that already has details using ranges. Trees should be either all dynamic details or all ranges. Mixing detail types can cause unpredictable results in other applications, such as PeopleSoft Query and PS/nVision.

3. Use the search images to enter a range of detail values from the database field on which this tree is based.

   To enter a single value, enter the same value in the From and To fields.

   Note. When you specify a range of values, you cannot specify another detail value that appears within the range. For example, if you specify a range from 0271 to 0278, you cannot subsequently assign 0275 to another detail value (unless you selected Allow Duplicate Detail Values).

4. Click Add.

   If you entered values that have already been defined, PeopleSoft Tree Manager adds the values to the tree when you click the Add button.

   If you enter new values, PeopleSoft Tree Manager informs you that you have entered an undefined value. Depending on your security access, PeopleSoft Tree Manager may enable you to add the new value.

5. If you’re adding a new value to the database, click Yes.

   PeopleSoft Tree Manager displays the page for adding new values for the field.

Changing Detail Value Descriptions

To change the description of a detail value:

1. Highlight the detail value and click the Edit Data image.

   The original page with the detail value information appears.

2. Update the value in the Description field.

3. Click the OK button to apply changes to the appropriate database table.

Note. Detail value descriptions may not be visible if the effective date of the tree is earlier than the effective date of the node.

Modifying a Range of Detail Values

Access the Detail Value Range page.

Modify the range values in the From and To fields.

Click the Update button to save your changes.

Deleting Detail Values

To delete detail values:

1. Highlight the detail value and click the Delete image.

   A confirmation message appears.

2. Click Yes to delete or No to return to the tree without deleting.

Viewing Detail Values

Access the Detail Value List page.

Note. This page is only available for detail ranges.

Effective Date Criteria	To display all detail values for the selected node, select None. To display only the detail values that are current based on the tree’s effective date, select Tree Effective Date.
Personalize	Click to change the column or sort order.
	Click to select the required detail value.

This page lists the values in a range, or the values in a dynamic detail, depending on the node you selected to access the page. In a normal detail tree, a specific value or range of values defines each node. A dynamic detail tree determines the value by matching the node name with a field on the value table.

Dynamic detail trees use the parent node name as a key to select the detail values.

Values are stored and compared as strings, not numbers. Therefore a range of values identified by numbers may include more values than anticipated. For example:

A company contains the following departments: 107, 1000, 1002, 1010, 1090, 11000, 1779999, and 10699999.

If you specify a range of departments from 1000 to 1090, the values included would be 107, 1000, 1002, 1010, 1090, and 10699999 because the first three characters of these departments fall in the range between 100 and 109.

Although the number 10699999 is greater than 1090, when you use a string, the length of the value does not matter. For example, a range of words between CAP and CAT includes the word CARTWHEEL.

Using Drag and Drop

You can move detail values and nodes using drag and drop functionality as a substitute for cut and paste.

When using drag and drop functionality with nodes, you can use either the Paste as Child or Paste as Sibling actions.

Note. The Paste as Sibling action is not available in Query Access Manager.

The following rules apply when using drag and drop:

• You can drop values onto the root node, but you cannot drag the root node onto another value.

• You can drag nodes and detail values to another location, but you cannot drop nodes onto detail values.

• You cannot drag and drop on:

  • Branched nodes.

  • View-only trees.

  • Dynamic detail leaves.

• Drag and drop functionality is only available for a single page opened in a browser.

  To move a node or a leaf between different pages use cut and paste functionality instead.

• The drag and drop default action is set in the display options.

  See Setting Display Options.

• To use drag and drop on large trees, change the Number of Lines per Page field to a greater number.

Saving and Configuring Trees

This section discusses how to:

• Use save and configuration options.

• Copy trees.

• Modify tree definitions.

• Define tree levels.

• Set display options.

• Set navigation options.

• Print trees.

Pages Used to Save and Configure Trees

Using Save and Configuration Options

From the Tree Manager page, you can perform actions on the selected tree using the following links, displayed above the navigation bar.

The following shows available save and configuration options:

Not all of the options appear on the screen initially. For example, Save Draft does not appear until the tree is modified, and Navigation Options only appears if the multi-navigation option has been set for the tree structure.

Saving a Tree in Draft Mode

Draft mode prevents detail audits from being performed when a tree is saved. Thus, it's possible to save draft trees that are invalid. The system considers all draft trees invalid, and they cannot be used in other PeopleSoft applications such as PeopleSoft Query or PS/nVision until they are saved or until a tree audit is performed from either a regular Save, the Tree Definition page or the Tree Maintenance page.

To view all invalid values in a tree, you can run the audits from the Repair Tree program and use the View Results option to see a list of audit problems. After an audit is performed with no errors, the status of the tree changes draft tree to valid tree.

Your can see if your tree is a valid tree or draft tree by viewing the Last Audit value at the top of the Tree Manager page. You can also check the status of a tree from the Tree Maintenance page.

See Also

Performing Audits

Copying Trees

You can copy a tree using Save As from the navigation bar, or you can use the copy function from the Tree Maintenance page. The whole tree is copied, including its branches.

Note. To reduce copy time, PeopleSoft recommends copying large trees using the Copy function instead of the Save As function.

You can copy a tree into another setID. However, you are only copying tree data, not the supporting application data.

If the TREE_NAME field exists in the User Node table, then the User node data (node descriptions, and so on) cannot be shared between trees with different names. For this reason, if you copy a tree using the Save As function in PeopleSoft Tree Manager or the Copy function in the Copy/Delete Tree utility, and user node table includes the TREE_NAME field like one of the key fields, you must manually insert the new tree's node descriptions.

To copy a tree using Save As:

1. Open the tree you want to copy.

2. Select Save As from the Tree Manager page.

   The Tree Definition and Properties page appears.

3. Update the information for the new tree.

   You must enter at least a new tree name and effective date. You can also change any of the other settings, although there are restrictions on your changes to the Use of Levels setting.

   Note. You can change the Use of Levels setting, but you cannot change a tree from not using levels to using them. Changing a tree from loosely enforced levels to strictly enforced levels is not recommended .

4. Click the Save As or Save As Draft button.

See Also

Maintaining Trees

Modifying Tree Definitions

Access the Tree Definition and Properties page by clicking Tree Definition.

To modify tree definitions:

1. Enter a new description or choose a new category for the tree.

2. In the Status section, select the status of the tree to be Active or Inactive.

   An Active tree can be used by other applications. An Inactive tree cannot be used by the system.

3. In the Use of Levels menu, select how levels in the tree are enforced.

   The available options depend on the type of tree you are modifying.

   If levels are not defined in the selected tree structure, the field is unavailable and the value Level Not Used is displayed. The Define Tree Levels link is not displayed.

4. Click Define Tree Levels to access the Tree Node Definition page and add, update, or delete levels.

5. In the Audits group box, select how you want the tree to handle detail values.

   This option is not active for trees that:

   • Are keyed by business unit (BU) or user key value (UKV).

     A business unit is a corporation or a subset of a corporation that is independent with regard to one or more operational or accounting functions.

   • Are simple winter trees, as they do not have detail values.

6. Click Performance Methods to change performance methods.

   The available options depend on the type of tree you are modifying.

   See Selecting Performance Options.

7. Click OK to save your changes.

   When the multi-user environment is enabled, users can only modify a tree definition to a branched tree when the branch is checked out and the tree has no other checked out branches.

   Note. When the multi-user environment is enabled, users can only add new levels or perform modifications to a tree definition when the root branch is checked out and the tree has no other checked out branches.
   
   When the multi-user environment is enabled, a user may not check out a tree branch if another user working with a different branch of the same tree has modified the tree definition and either has or has not saved the changes.
   
   If users edit specific branches without modifying the tree definition, other users may still edit different branches of the same tree at the same time.

Defining Tree Levels

Access the Tree Levels page.

To modify, add, or delete tree levels:

1. To edit level details, click the View Detail link.

2. To permit nodes to skip over a level and report to a higher level, clear the All Values check box.

   For example, you might want to skip levels if you have one or more departments that are not part of any division but report directly to the COMPANY level. Select All Values to make sure that all values from lower levels report to a node at this level.

   Note. The All Values check box for the top level (root node) is selected but not available. You cannot skip over the top level.

3. To delete a level, click the Delete link next to it.

   You cannot delete a level that has nodes associated with it.

4. To add new levels, click the Add button.

   The Tree Levels page appears.

   Note. When the multi-user environment is enabled, users can only add new levels to a branched tree when the root branch is checked out and the tree has no other checked out branches.

   See Working with the Multi-User Environment.

5. Enter a name for the level.

   Use a name that reflects what the nodes at this level represent. For example, the first level in the Department Security tree is CORPORATE, indicating that the root node is Corporate Headquarters.

6. Specify whether nodes can “skip over” the level.

   Select this option if you want to make sure that all values from lower levels report to a node at this level. To allow nodes to skip a level, clear the All Values check box.

7. Click the OK button.

   The Tree Level page closes. If you entered the name of an existing level from another tree, the level name is added. If you entered a new name, PeopleSoft Tree Manager displays the page for entering tree level information. The displayed page is the page specified for levels in the tree structure. For most trees, it is the Tree Level page.

Setting Display Options

Access the Configure User Options page.

Use the Configure User Options page to turn off and on tree node descriptions and to set the default action for dragging and dropping nodes.

To display or turn off tree node descriptions:

1. Select each check box to choose a display option.

   The Display Levels check box is not available if levels are not used.

2. Enter the number of lines you want each page to show. The default is 60 lines.

   The new number of lines entered remains valid until you change it again. The value remains persistent even if the user ends and restarts an internet session.

   Note. Displaying a large number of lines may impede performance. PeopleSoft recommends a number of 300 lines per page.

The following page shows all display options on the screen: node ID, node description, detail values, and levels:

You can click the level name next to the node to display the Levels page and edit the level information.

Note. Tree node descriptions may not be visible if the effective date of the tree is earlier than the effective date of the node.

Setting the Default Action for Dragging and Dropping Nodes

Use the Nodes Drag/Drop Default Action group box to set the default action for dragging and dropping nodes. Select either Paste as Sibling Node or Paste as Child Node. Also please note the following when setting the drag and drop default action:

• When right-handed users drag nodes using the left mouse button, they will drop nodes using the set default action. When right-handed users drag nodes using the right mouse button, they will drop nodes using the action that is not set as the default action.

• When left-handed users drag nodes using the right mouse button, they will drop nodes using the set default action. When left-handed users drag nodes using the left mouse button, they will drop nodes using the action that is not set as the default action.

• For Macintosh systems, because one mouse button exists instead of two buttons, users dragging nodes will drop nodes using the set default action.

• The setting for the drag and drop default action is session-based. For this reason, once a user closes a tree, this setting reverts to the default assignment Paste As Child Node.

See Also

Using Drag and Drop

Using Navigation Options

Access the Node Navigation page.

You can select a detail page to open when editing data for nodes or details. For example, using the Personal Data tree, you could navigate to pages such as Personal Data, Benefits, or Salary Information.

The page reflects the node or detail selection when you clicked the Navigation Options link. If no selection was made, the page reflects the first entry, node or detail, on the Tree Manager page.

Note. This page is only available if the multiple navigation options have been configured on the Tree Structure record.

Note. The newly selected navigation path will remain current for the browser session. The path returns to the default for each new session.

Printing Trees

You can print either part of the tree or the whole tree. When you print an opened branched tree, just the branch prints.

To print a tree:

1. Highlight the areas to print.

   To print a whole tree, highlight the root node, or do not highlight any part of the tree.

   To print part of a tree, highlight the top node for the hierarchy that you want to print. You can also select a detail value belonging to that hierarchy.

   Note. You cannot print a branch from the main tree. If you highlight a branch and click Print Format, a warning message appears asking you to first open the branch.

2. Click Print Format on the navigation bar to format the entire tree so that it can be printed from your browser’s print function.

   The expanded tree appears in your browser. If your tree is large, it will probably be too long to fit in one page, and you will need to scroll to view all the parts of the tree.

   Note. The concept of pages does not exist on the Print Format page. For this reason, if a selected node hierarchy is too large, your browser may time out. To reduce the chances of a timeout occurring, print only the necessary portions of the tree.

3. Click your browser’s Print button or select File, Print from your browser to print the tree.

   Note. Tree print jobs are sent to your default printer.

Using Tree Viewer

Tree Viewer is a read-only version of PeopleSoft Tree Manager. It provides security administrators with an easy way to limit some users to read-only access for all trees.

The only actions available in Tree Viewer are Display Options, Print Format, and Close. Navigation options are the same.

The following table shows the images used when displaying trees in Tree Viewer:

Tree Viewer ignores branches. The root node of the main tree appears with a branch, indicating that a branched node, or nodes, exist. However, the branched node appears with a folder node.