USM PeopleSoft Conference

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USM PeopleSoft Conference
Successfully Implementing Student Account
Creation using Directory Business Interlink,
Sign-On PeopleCode and Communications (3 Cs)
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Presenters
Andy Wolodkin, Database Administrator,
Frostburg State University Heidi Diaz, PeopleSoft
Administrative Assistant, Frostburg State
University
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Summary of Presentation

• 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

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Directory Authentication
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User Profile Caching
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User Profile Caching Optional
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SignOn PeopleCode
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Single SignOn
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Directory Group Import
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Directory Group Import Attributes
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Process Directory Group Import
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Roles Dynamic Members
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Assign Directory Groups
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Roles Dynamic Members
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App Messaging Monitor
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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.

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Two Ways to Assign Communications
Mass Change Definition Mass Communication Assign
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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 havent been able to use Mass
  Change/Letter Gen ( i.e. HR, Student Records)

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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 cant use it for administrative functions
  where the variable data is not the same for
  everyone.

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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 Cs Group
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Navigation to Setup Communication Tables
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Setting Up the Standard Letter Table
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Standard Letter Table cont
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Setting Up the Communication Context Table
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Setting Up the Communication Category Table
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Setting Up the Communication Speedkey Table
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Attach Communication to a 3 Cs Group
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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.

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Extracting Data from PeopleSoft

• Create a query using Application Designer to pull
  data from the PS system.

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Extracting Data from PeopleSoft cont

• Run query to download results into a .csv file or
  an .xls file.

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Letter Creation
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Merging the Data into the Letter

• Create a letter merge in Microsoft Word.
  (ToolsgtMail 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.

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Extracting Data from PeopleSoft cont

• Extract Emplids from .csv or Excel file and
  paste them into a TextPad file.

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Extracting Data from PeopleSoft cont

• Name the file and save it to an area of your
  choice.

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Mass Communication Assign Process
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Home gt FSU Customizations gt Financial
Aid gt Process gt FSU Mass Communication Mgmt 
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Checking on Communications
Build CommunitygtCommunicationsgtUsegtCommunication
Management
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Contact Info

• Andy Wolodkin
• awolodkin_at_frostburg.edu
• Heidi Diaz
• hdiaz_at_frostburg.edu

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QA