Friday, December 29, 2017

January PeopleTools Training Courses Posted

We posted our January PeopleTools training agenda. This month includes our extremely popular Fluid course as well as our new PeopleTools Delta course. Register online at Our First course is January 8th, which is coming up quickly.

Besides our regular mid-week agenda, we added weekend courses for those that are committed mid-week and can't take time away for training.

The time zone for these courses is designed to catch as many US attendees as possible. If you would prefer another time zone, let me know and we will consider scheduling a future course in a more favorable time zone.

Why Fluid and why PeopleTools Delta? Fluid first: Any PeopleSoft 2017 Year in review post must include Fluid Campus Solutions. Oracle's Campus Solutions team made significant progress in Fluid student self-service. Honestly, I am extremely impressed with Fluid student self-service. Because of this progress, many of our customers are currently implementing Fluid student self-service. Likewise, PeopleSoft HCM has published retirement dates for key manager and employee self-service components. Support for most Classic manager self-service components, for example, retires in just a couple of days. Classic employee self-service retires one year later, on December 31, 2018 (for more details on Classic retirement dates, see MyOracle Support document 1348959.1). If there was ever a time to think about Fluid, that time has come. Now is a great time to learn Fluid so that you are ready for those change requests and implementation details. While there are obvious similarities between Classic and Fluid development, they are very different.

As customers implement Fluid, they will undoubtedly revisit existing customizations. This is where a PeopleTools Delta course becomes important. You could continue down the same path, customizing delivered definitions or you could investigate new PeopleTools features that allow you to configure (instead of customize) business logic and tailor the user experience. I could recount story after story of customers saving 10's to 100's of thousands of dollars in implementation, customization, and lifecycle management costs because they learned new PeopleTools features.

Does your organization have 8 or more people interested in a training course? If not, do you know 8 or more people from various organizations you can get together for a class (with virtual training, all users can be remote)? If so, we have group rates available. Besides significant savings (quantity discounts), large groups have flexibility and control over the training agenda. Feel free to contact us for more information.

Wednesday, December 27, 2017

Event Mapping Lifecycle Management (LCM) Tools

I am a big fan of Event Mapping. Without question, if presented with a modification opportunity, my first choice is Event Mapping. In a nutshell, the goal of Event Mapping is a clean compare report. Event Mapping allows us to move PeopleCode modifications out of delivered PeopleCode and into custom Application Classes. We then use the Event Mapping framework to configure our PeopleCode into delivered events. Since our custom PeopleCode is not part of delivered event PeopleCode, it won't show in a compare report. At first, this might seem like a great idea. But let me tell you a story. The story you are about to hear is true. I didn't even change the names to protect the innocent.

I previously wrote about Event Mapping: Extending "Personal Details" in HCM. In that blog post, I showed how to use Event Mapping to add links to the left-side panel of the Personal Details component, the panel containing navigation. Several months later I applied PUM 24. Sometime between my release of HCM and PUM 24, Oracle updated the code behind the Personal Details components. Because my compare report was clean, I falsely believe there would be no issues. Post update, I noticed that my Travel Preferences link, the link added by my prior blog post, appeared twice. Obviously something was broken. But what? Why didn't my LCM tools catch this? I followed all of the best practices, including using Event Mapping. My compare report was clean.

After some investigation, I found that Oracle changed the component buffer and PeopleCode. In fact, while digging through the code, I found a reference to bug 25989079 with the resolution: Menus In Employee Self Service Fluid BUTTONS/LINKS WITH IMAGE AND TEXT GET READ TWICE (Doc ID 2253113.1). After a minor copy/paste exercise and some cleanup, my configuration is working again. No modifications to delivered objects.

This incident causes me to pause and ask some questions:

  • Is Event Mapping a Best Practice?
  • Would a compare report have identified the issue and changed code much faster?

I'm going to start with the second question first. When we are talking about the simple, event-based PeopleCode of the 20th Century, yes, a compare report would have located the differences among a few thousand lines in a single event. Today, however, a self-service component consists of thousands of lines of PeopleCode spread over several dozen App Classes. In this environment, your code change may be in one method whereas the bug fix is in another, related method or App Class. That was exactly the case for me. The code that inserts rows into the left-hand list is quite separated from the row that hides the extra hyperlink. A compare report would have found my modifications, but would not have shown Oracle's changes.

Is Event Mapping a best practice? YES! ABSOLUTELY! Without Event Mapping, our code is overwritten and we have to figure out how to merge it back into the delivered code base. With Event Mapping, it is more like an overlay, where our code still exists and lays over the top of Oracle's code. No reapplication necessary. When it works, it works great!

As noted, Event Mapping doesn't eliminate Lifecycle Management issue, but reduces them. What we are lacking today is tools to help us manage this new LCM "wrinkle." I'm hopeful that Oracle will deliver targeted tools in the future. But why wait? If PeopleSoft is metadata driven, why not create our own tools? The following is an SQL statement I put together to help me identify components that use Event Mapping. Here is how it works... Let's say you have components with Event Mapping. Let's also say you are about to apply a change project generated from a PUM image. That change project may contain components. The SQL below will tell you if any of the components in your project contain Event Mapping configurations including which components, events, and App Classes.


  • This SQL was written for PeopleTools 8.56, and therefore may contain fields that don't exist in other PeopleTools releases (such as 8.55).
  • The SQL contains SYSDATE, which is Oracle specific.

The following is a screenshot of my Personal Details "component" (component in air quotes, because Personal Details is really a collection of components). In that screenshot, you will see the following changes:

  • Page title changed to reflect the active component
  • Navigation list contains additional elements
  • Address group headers contain icons

Inserting a row into the left-hand navigation required RowInit PeopleCode. Clicking a link in the left-hand navigation invokes FieldChange. Changing the title and adding icons involved PageActivate PeopleCode. These are 3 distinct events at 3 different levels. I added the Personal Details Addresses component as well as several other Event Mapping configurations to a project. The following is a screenshot of that project:

When I run this SQL, I see the following output:

In the SQL results, did you see the EOCC_POSTBUILD Service ID? That is event mapping inserted by Page Field Configurator. Page Field Configurator is a tool on top of Event Mapping, and therefore suffers from the same LCM concerns.

Do you want to learn more about Event Mapping? Event Mapping is a PeopleTools 8.55 new feature that is extended in PeopleTools 8.56. At JSMPROS, we regularly lead PeopleTools delta courses covering new features, including Event Mapping. Visit us at to find a course that fits your schedule.

P.S. I will be sharing this example and many more in an HIUG webinar on February 16, 2018. If you are a member of the Healthcare Industry User Group, you won't want to miss this webinar!