Embed Size (px)
Citation preview
Successfully Implementing Student Account Creation using
Directory Business Interlink, Sign-On PeopleCode and
Communications (3 C’s)
USM PeopleSoft Conference
Andy Wolodkin, Database Administrator, Frostburg State University
Heidi Diaz, PeopleSoft Administrative Assistant, Frostburg State University
Presenters
This presentation will focus on the creation of student accounts using the Directory Business Interlink and Sign-On PeopleCode with Microsoft Active Directory on a Windows 2000 server. Some of the points we will be discussing will include:
Setting up the Directory Interlink
Customizing Sign-On PeopleCode
Setting Up Communication Tables and Extracting Data
Designing Communications (to notify students of account information)
Creating a Mass Assign Communication
Summary of Presentation
Directory Authentication
User Profile Caching
User Profile Caching Optional
SignOn PeopleCode
Single SignOn
Directory Group Import
Directory Group Import Attributes
Process Directory Group Import
Roles Dynamic Members
Assign Directory Groups
Roles Dynamic Members
App Messaging Monitor
Communications
Why are communications important?
Communications are important so that you can track the times that you have communicated with students.
It gives you the ability to give information to a large number of students.
Two Ways to Assign Communications
Mass Change Definition
Mass Communication Assign
Advantages of a Mass Communication Assign
It provides more flexibility in what information you can extract from a query. Mass change only provides you with predefined fields.
It provides more functionality for areas that traditionally haven’t been able to use Mass Change/Letter Gen ( i.e. HR, Student Records)
Disadvantages of a Mass Communication Assign
Will not be helpful if you are not familiar with PeopleSoft query.
You have to be knowledgeable about the processes in a Mass Communication Assign (not for the inexperienced.)
You can’t use it for administrative functions where the variable data is not the same for everyone.
Complete PS Communication Setup
Step 1: Setting Up the Standard Letter Table
Step 2: Setting Up the Communication Context Table
Step 3: Setting Up the Communication Category Table
Step 4: Setting Up the Communication Speedkey Table
Step 5: Attach Communication to a 3 C’s Group
Navigation to Setup Communication Tables
Setting Up the Standard Letter Table
Standard Letter Table cont…
Setting Up the Communication Context Table
Setting Up the Communication Category Table
Setting Up the Communication Speedkey Table
Attach Communication to a 3 C’s Group
Communication Process
1. Create a query to identify recipients.
2. Extract data and save to a .csv or.xls file.
3. Create and set up the letter template.
4. Merge the letter with the data extract.
5. Print the letters.
6. Extract the EmplID from the above query output and run that list through the Mass Communication Assign Process.
Extracting Data from PeopleSoft
Create a query using Application Designer to pull data from the PS system.
Extracting Data from PeopleSoft cont…Run query to download results into a .csv file or an .xls file.
Letter Creation
Merging the Data into the Letter
Create a letter merge in Microsoft Word. (Tools>Mail Merge)
1. Open the letter template that you created.
2. Open the .csv or .xls file you created by running the query.
3. In the letter, insert the merge fields, which are the placeholders that tell Microsoft Word where to insert data from the data source.
4. Merge the data from the .csv or .xls file into the main document.
5. Each record in the .csv or .xls file produces an individualized letter.
Extracting Data from PeopleSoft cont…
Extract Emplids from .csv or Excel file and paste them into a TextPad file.
Extracting Data from PeopleSoft cont…
Name the file and save it to an area of your choice.
Mass Communication Assign Process
Home > FSU Customizations > Financial Aid > Process > FSU Mass Communication Mgmt
Checking on Communications
Build Community>Communications>Use>Communication Management
Q&A
