Copying PeopleSoft Connections

Owned by Stonebranch (Deactivated)
Feb 06, 2023

Overview

You can make copies of all Universal Controller records, including PeopleSoft Connections, using the standard method for Copying a Record: selecting Insert on the Action menu.

However, you also can use the Copy action on the PeopleSoft Connections Action menu or the Copy button in the PeopleSoft Connections Details.

Copying One or More PeopleSoft Connections from a PeopleSoft Connections List

Step 1

From the Agents & Connections navigation pane, select System > PeopleSoft Connections to display the PeopleSoft Connections list.

Step 2

Locate the PeopleSoft Connections(s) you want to copy (see Filtering).

Step 3

Copy the PeopleSoft Connection(s):
 
Copy One PeopleSoft Connection

  1. Right-click the PeopleSoft Connection Name.
  2. On the Action menu, select Copy. A Copy PeopleSoft Connection pop-up dialog displays.


3. Enter a new name for the PeopleSoft Connection and, optionally, select any Business Services that you want the PeopleSoft Connection assigned to.
4. Click Submit to create a copy of the PeopleSoft Connection.

 
Copy Multiple PeopleSoft Connections

  • Ctrl-Click the PeopleSoft Connections you want to copy.
  • Right-click any of the selected PeopleSoft Connections.
  • On the Action menu, select Copy.
  • On the Confirmation pop-up that displays, click OK. The copied PeopleSoft Connections are added to the list, with - Copy added as a suffix to the PeopleSoft Connection Name for each PeopleSoft Connection. If a PeopleSoft Connection with that - Copy name already exists, another copy is not created.

Copying a PeopleSoft Connection from the PeopleSoft Connection Details

Step 1

Select a PeopleSoft Connection from the PeopleSoft Connections list. The PeopleSoft Connection Details for that PeopleSoft Connection displays.

Step 2

Either:

  • Click the Copy button.
  • Right-click the Details to display the Action menu, and then click Copy.
A Copy PeopleSoft Connection pop-up dialog displays.
 

Step 3

Enter a new name for the PeopleSoft Connection and, optionally, select any Business Services that you want the PeopleSoft Connection assigned to.

Step 4

Click Submit to create a copy of the PeopleSoft Connection.

Copy Permissions

To copy a PeopleSoft Connection, you must have both Read permission and Copy command permission for the PeopleSoft Connection you are copying, in addition to having Create permission for the copied PeopleSoft Connection.