PeopleSoft Connections
- Stonebranch (Deactivated)
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. |
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Step 2 | Enter / select Details for a new PeopleSoft Connection, using the field descriptions below as a guide.
To display more of the Details fields on the screen, you can either:
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Step 3 | Click a |
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 |
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Details | This section contains detailed information about the PeopleSoft Connection. |
Name |
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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 |
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Versions tab |
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