Setup Manager Overview
This chapter discusses:
Basic requirements for implementers
Setup Manager setup
Setup Manager Overview
Setup Manager is a tool that helps you implement PeopleSoft applications by using a project and predefined tasks to produce a setup task list that is specific to your implementation project.
The setup task list identifies the setup tasks required to support your specific implementation and presents those tasks in the sequence in which they must be completed. The list contains the related navigation path to the setup component and provides a direct link to that setup component. For each task, the system identifies a suggested load method and provides links to PeopleBook documentation so that you can view documentation for the associated setup component.
Implementation Project Management
An implementation project is a list of the features that you have selected to implement. It is organized either by business process or by product suite and product. Setup Manager enables you to alternate between views to refine the effect of one selection method upon the other.
As you create your implementation projects, you see that the information presented on the pages is specific to your installed PeopleSoft products. When you select a particular product to implement, the list of features that appears is specific to that product. This helps guide you through the selection process and enables you to create an implementation project that is tailored to your licensed and installed PeopleSoft applications.
Setup Task List Generation
The Setup Manager feature enables you to generate a step-by-step list of tasks that are necessary for you to successfully set up your PeopleSoft system. An Application Engine process produces a sequenced list of tasks that must be completed to support the features that you are implementing.
Setup Tasks
After you've generated the list of setup tasks, you use the list to guide you through the implementation process. The setup list pages display an ordered list of tasks to be completed and links to associated PeopleBooks that contain setup information.
Basic Requirements for ImplementersPeopleSoft applications support a broad range of configurations that accommodate the way in which you do business. As with any implementation, you are asked to make business decisions during this process to ensure that the final configuration reflects your company's business needs.
The implementation team must consider whether your company will alter your existing business processes to fit within the PeopleSoft system's delivered functionality or whether you will modify the PeopleSoft system to match your existing business processes. These decisions require a thorough understanding of how your business operates, and should be based on a solid knowledge of PeopleSoft functionality.
In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, PeopleTools documentation, and the PeopleBooks that are specific to your applications.
The Setup Manager is designed to assist you with your implementation of recently purchased PeopleSoft products. Alternatively, you may use Setup Manager to implement new products that are now available to you because of a recent upgrade.
Setup Manager SetupSeveral activities must be completed before you use the setup task list that will guide you through the implementation of your PeopleSoft applications.
The implementation team must make business decisions regarding what functionality you need to configure within your PeopleSoft applications.
You must install your PeopleSoft database and define security access.
The PTLT_PROJECT_MGR and PTLT_IMPLEMENTER roles contain the permissions lists necessary to access the relevant Setup Manager pages contained within a PeopleSoft database. (PTLT_IMPLEMENTER allows you only to view implemention project options).
You must acquire a user profile that provides access to the setup components and processes that you use during the implementation.
Additionally, you must ensure that a Process Scheduler server is configured and running on the database that you are working on so that the Application Engine processes can be run.
You can use Setup Manager with the PeopleSoft products for which you are licensed (and which have been installed on the database). Setup Manager resides in one database and enables you to perform the implementation in only that database.
Setup Manager supports the implementation of one or more products within a single PeopleSoft database. If your implementation requires multiple PeopleSoft databases, you use one setup task list for each database.
PeopleBooks are the documentation delivered with every PeopleSoft application. The Setup Manager provides a link to PeopleBooks for each setup task identified by Setup Manager in your setup task list. This link accesses the section in the applicable PeopleBook that explains the fields and pages of the setup components with which you are working.
To view the documentation from Setup Manager, you must install and configure PeopleBooks so that you can deploy the PeopleSoft documentation at your site. You can install PeopleBooks to a dedicated web server machine or to a separate web server machine. Regardless of where you install PeopleBooks, you must first install the web server software.