Overview

PeopleSoft Connections provide all the PeopleSoft server information necessary for Universal Controller to execute a PeopleSoft task on a PeopleSoft system. These instructions assume the user is familiar with PeopleSoft.

Creating a PeopleSoft Connection

Step 1	From the Agents & Connections navigation pane, select System > PeopleSoft Connections. The PeopleSoft Connections list displays. To the right of the list, PeopleSoft Connection Details for a new PeopleSoft Connection displays.
Step 2	Enter / select Details for a new PeopleSoft Connection, using the field descriptions below as a guide. Required fields display an asterisk ( * ) after the field name. Default values for fields, if available, display automatically. To display more of the Details fields on the screen, you can either: Use the scroll bar. Temporarily hide the list above the Details. Click the button above the list to display a pop-up version of the Details.
Step 3	Click a button. The PeopleSoft Connection is added to the database, and all buttons and tabs in the PeopleSoft Connection Details are enabled.

Note

To open an existing record on the list, either:

Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the New button that displays above and below the Details.)
Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.
Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

PeopleSoft Connection Details

The following PeopleSoft Connection Details is for an existing PeopleSoft Connection. See the field descriptions, below, for a description of all fields that display in the PeopleSoft Connection Details.

For information on how to access additional details - such as Metadata and complete database Details - for PeopleSoft Connections (or any type of record), see Records.

PeopleSoft Connection Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the PeopleSoft Connection Details.

Field Name	Description
Details	This section contains detailed information about the PeopleSoft Connection.
Name	Name (maximum 40 alphanumeric characters) used within the Controller to identify this resource. It is the responsibility of the user to develop a workable naming scheme for resources.
Version	System-supplied; version number of the current record, which is incremented by the Controller every time a user updates a record. Click the #Versions tab to view previous versions. For details, see Record Versioning.
Description	Description of this record. Maximum length is 255 characters.
Member of Business Services	User-defined; Allows you to select one or more Business Services that this record belongs to. (You also can Check All or Uncheck All Business Services for this record.) You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service. If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted.
Server	Host name of the Name or IP address of the PeopleSoft application server.
Port	Port number for the PeopleSoft application server.
Endpoint	Web service endpoint for the PROCESSREQUEST service.
Credentials	Credentials for the PeopleSoft connection. Note Either the PeopleSoft Connection or the PeopleSost task using that connection must specify PeopleSoft Credentials. If a PeopleSoft task using this PeopleSoft Connection specifies PeopleSoft Credentials, those PeopleSoft task credentials override the PeopleSoft Connection credentials.
Metadata	This section contains Metadata information about this record.
UUID	Universally Unique Identifier of this record.
Updated By	Name of the user that last updated this record.
Updated	Date and time that this record was last updated.
Created By	Name of the user that created this record.
Created	Date and time that this record was created.
Buttons	This section identifies the buttons displayed above and below the PeopleSoft Connection Details that let you perform various actions.
Save	Saves a new PeopleSoft Connection record in the Controller database.
Save & New	Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.
Save & View	Saves a new record in the Controller database and continues to display that record.
New	Displays empty (except for default values) Details for creating a new record.
Update	Saves updates to the record.
Copy	Creates a copy of this PeopleSoft Connection, which you are prompted to rename.
Delete	Deletes the current record.
Refresh	Refreshes any dynamic data displayed in the Details.
Close	For pop-up view only; closes the pop-up view of this PeopleSoft Connection.
Tabs	This section identifies the tabs across the top of the PeopleSoft Connection Details that provide access to additional information about the PeopleSoft Connection.
PeopleSoft Tasks tab	Lists all PeopleSoft tasks that use this PeopleSoft connection.
Versions tab	Stores copies of all previous versions of the current record. See Record Versioning.

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