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AppendixB:ConfiguringTreeManagerontheWeb

AppendixB:ConfiguringTreeManagerontheWeb
TreeManagerwasdevelopedusingstandardPeopleSoftInternetArchitecture.Forexample,itwasdevelopedusing
pages,components,andstandardPeopleCodefunctionality.Becauseofthis,additionalstepsarerequiredfor
configuringnewandexistingtreesthatwillbeaccessedviatheweb.Thissectiondescribeshowto:
UseTreeManagerupgradeprograms.
Completemanualconfigurationsteps.
Enablesecurityaccessforapplicationpages.
Updateeffectivedatedapplicationpages.
CustomizeTREE_NODE/TREE_LEVELpages.

UsingTreeManagerUpgradePrograms
ApplicationEngineupgradeprograms,UPG8RPTGandUPG81RPTGautomaticallyperformsmanyofthestepsthat
arerequiredtoconfigureyourexistingtreessothattheycanbeviewedfromawebbrowser.
Note.Whenupgradingfromany7.xreleaseyouwillbeinstructedduringtheupgradeprocesstoruntheUPG8RPTG
program.Whenupgradingfroman8.0xrelease,youwillbeinstructedtoruntheUPG81RPTGprogram.Youcanrerun
theUPG81RPTGprogramasoftenasrequiredinordertocompletetheupgradeofTreeManagerstructures.Youshould
onlyruntheUPG8RPTGprogramonce,asdirectedbytheupgradeprocess.
To run the UPG8RPTG and UPG81RPTG programs:

1. SelectPeopleTools,ApplicationEngine,RequestAE.
2. CreateanewApplicationEngineprocessrequestruncontrolID.
3. TheApplicationEngineRequestpageappears.
4. ClickRuntosendtherequesttotheProcessScheduler.
5. TheProcessSchedulerpageappears.Selectanapplicationservertoruntheprogramfrom,andthenselectthe
UPG8RPTGorUPG81RPTGprogramfromthelistofprocessesdisplayed.
6. ClickOKontheProcessSchedulerRequestpagetostarttheApplicationEngineprogram.
7. SelectPeopleTools,ProcessScheduler,ProcessMonitor, tomonitorthestatusoftheUPG8RPTGorUPG81RPTG
process.Theprocessshouldonlytakeacoupleofminutestoruntocompletion.
8. FromtheProcessMonitor,findtheUPG8RPTGorUPG81RPTGprocessthatyouinitiated,andselecttheDetailslinkfrom
theprocesslist.
9. SelectMessageLogtoviewanymessagesassociatedwiththeprogram.
YoumightencountertwomessageswiththeUPG8RPTGandUPG81RPTGprograms:
Apageonatreestructurewasnotfoundonacomponent.
Atreestructurereferencedapagethatwaspartofacomponent,butthecomponentwasnotfoundona
menu.
Note.Ifyoureceiveeitherofthesemessages,youneedtousethemanualconfigurationstepstoupgradethesetree
structurestobeusablefromtheweb.
YoucanusetheViewAlloptiontodisplayallmessagesgeneratedbytheUPG8RPTGorUPG81RPTGprogramsand
thenuseyourbrowser'sprintfunctionalitytoprintoutthemessages.

CompletingManualConfigurationSteps

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Youmayneedtoperformmanualconfigurationstepsfortreesthatusedapplicationspecificpagestoaddorupdate
nodes,levels,ordetailvaluesinthetree.Noadditionalconfigurationstepsshouldberequiredfortreesthatuseonlythe
standardTreeManagerpagesandtables.
TheWindowsbasedTreeManagerhadtheabilitytoinvokevirtuallyanyapplicationspecificpagebyjustknowingthe
nameofthepagetobeinvoked.ItdidnotrequirethatthecomponentandcompletemenupathbespecifiedontheTree
Structurerecord.Neitherdiditusestandardsecurityeditsorpermissionlistsfordeterminingiftheusershouldhave
accesstoacomponent.Itwasquitecommon,inpriorreleases,forthetreestructuretoonlyspecifythepageand
possiblythecomponenttobeused.Themenuinformationwasusuallyleftblank.
ThewebbasedTreeManagerusesstandardPeopleCodefunctionstodisplaytheapplicationpagesusedfor
maintainingthenode,level,anddetailvalues.Thesefunctionsrequirethat:
Thecompletemenupathisprovided.
Usershavesecurityaccesstoworkwiththepages.
Fortreestructuresthatdidnotfullyspecifymenupathsandsecurityaccess,theupgradeprogramsattempttocomplete
theinformationbysearchingexistingmenusandcomponentstofindavalidandcompletemenupathfornode,level,
andleafuserdatapages.However,theremightbecaseswhereexistingtreesuseapplicationpagesthatarenotpartof
acomponent,orthecomponentwasnotpartofaPeopleSoftmenudefinition.
Inordertoaddorupdatethenodes,levels,anddetailvaluesforthewebbasedTreeManager,youhavetoconfigurethe
treestructurerecordssothatallofthepage,component,andmenuinformationiscorrectlyspecified.TheUPG8RPTG
andUPG81RPTGprogramswillcompletethecomponentinformationforalloftheapplicationpagesthatarepartofa
component.Theywillalsocompletethemenupathinformationforallcomponentsthataredefinedonatleastone
PeopleSoftmenudefinition.
Note.TheProcessSchedulermessagesthatweregeneratedbytheUPG8RPTGandUPG81RPTGprogramstellyou
thepagesthatarenotpartofanycomponent,orcomponentsthatarenotpartofaPeopleSoftmenudefinition.After
you'vecreatedcomponentdefinitionsforallofthesepages,youneedtorerunonlytheUPG81RPTGprogramtoupdate
thetreestructurerecordswiththenewinformation.

EnablingSecurityAccessforApplicationPages
ThewebbasedTreeManagerusesstandardPeopleSoftsecurityandpermissionliststocontrolwhichusersshould
haveaccesstotheapplicationpagesandwhattypesofactionstheyshouldbeabletoperform.
Youneedtoverifythefollowing:
AlloftheapplicationpagesusedbyTreeManagerformaintainingthenodes,levels,anddetailvaluesarepartof
acomponent.
Thecomponentmustbedefinedonamenudefinitionthattheuserhasbeengrantedaccessto.
Usershavespecificaccesstoanyoftheactions,suchasAdd,Update,andCorrection.
Note.TheWindowsbasedTreeManagerdidnotusestandardPeopleSoftsecuritychecks,soexistingpagesthatwere
accessedfromtheWindowsbasedTreeManagermaynotbesetupcorrectly.

UpdatingEffectiveDatedApplicationPages
Iftheapplicationpagesusedtomaintainnode,level,ordetailvaluetablesareeffectivedated,theWindowsbasedTree
Managerhadspecialcodingtoensurethatwhenyouaddedanewvalue,thedefaulteffectivedatewastheeffective
dateofthetree.Whenatreewassaved,theWindowsbasedTreeManagercheckedtheeffectivedateofthenewly
addednode,level,ordetailvalueandissuedawarningifitwasgreaterthanthetree'seffectivedate.
InordertoimplementtreespecificeffectivedateprocessingfromthewebbasedTreeManager,aPeopleToolsprovided
workpage,PSTREEMGRXFER,needstobeaddedtoanycomponentthatupdateseffectivedatedapplicationtables.
Thisworkpagecontainslogicthat:
Automaticallysetsthedefaulteffectivedateastheeffectivedateofthetree.
ComparestheeffectivedateoftheuserdatatotheeffectivedateofthetreeduringSaveEditprocessing.
ThisnewworkpagehasalreadybeenaddedtothedefaultcomponentsusedtomaintaintheTREE_NODE_TBLand
TREE_LEVEL_TBL,soonlythosetreesthatuseeffectivedatedapplicationpagesformaintainingthenode,level,or
detailvaluesneedtobeupdated.
ThefollowingillustrationshowsthePERSONAL_DATA1componentupdatedtoincludethenewPSTREEMGRXFER
workpage.Noticethatthenewworkpageismarkedasahiddenpage.
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Note.TheSCRTY_TBL_BGL_WRKpagewasalreadypartofthiscomponentandisusedforother"nontree"related
purposes.

UpdatedPersonalDatacomponent

Note.Thisconfigurationstepisoptional.However,rememberthatusersoftheWindowsbasedTreeManagerareused
tohavingtheeffectivedateoftheapplicationdataautomaticallysettothetree'seffectivedate.Therefore,inorderto
provideconsistentfunctionality,youshouldconsideraddingthenewPSTREEMGRXFERpagetoyoureffectivedated
components.

CustomizingTREE_NODE/TREE_LEVELPages
TheWindowsbasedTreeManagerprovidedstandardpagesandcomponentsformaintainingtheTREE_NODE_TBL
andTREE_LEVEL_TBL,suchasthedefaulttablesusedforthenodeandleveldata.Ifyouhavecustomizedeitherof
thesepagesorcomponents,youshouldapplythesamecustomizationstotheversionsusedspecificallybytheweb
basedTreeManager.
ThewebbasedTreeManagerusesthefollowingpagesandcomponentsformaintainingdataintheTREE_NODE_TBL
andtheTREE_LEVEL_TBL:
NodeComponents(Page):TREE_NODE_PIA(TREE_NODE_PIA),TREE_NODE_PIA_2(TREE_NODE_PIA_2)
LevelComponents(Page):TREE_LEVEL_PIA(TREE_LEVEL_PIA),
TREE_LEVEL_PIA_2(TREE_LEVEL_PIA_2)
PeopleSoftTreeManager

Copyright19882002PeopleSoft,Inc.AllRightsReserved.

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