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Webcast Advisors - what are they?


Webcast Advisors are live presentations on one specific topic.  An Oracle subject matter expert will present the topic and conclude by responding  to questions from the attendees that day.   Most take about 1 hour.  They are recorded and posted to a My Oracle Support (MOS) document.

Even if you didn't register for the Webcast Advisor, you can still view the slides and hear the recorded presentation afterwards. 


Listings of previously presented Webcast Advisors - where are they?

See MOS document PeopleSoft Enterprise Advisor Webcast Schedule and Archived Recordings (Doc ID 1456265.1).

You will see the tabs "Archived 2014", "Archived 2013", "Archived 2012",  and "Archived 2011" which list recordings given previously.  They are all still available to you. 


Use the column "View and Download" to do either:  you can click on Recording to cause the presentation to download and start to play in about 1 minute.  Or, click on the .pdf link to download that version of the presentation slides that you can view right away, or save for another time.

Of course, you can find the up and coming presentations in the  "Current" tab.  


What topics have been presented and recorded?

On document 1456265.1, click on the column title Product Area to sort it.   All PeopleSoft Product Areas are represented.   

PeopleSoft is always searching for new ways to help our customers be more productive and efficient while using our applications. Based on industry best practices and customer feedback, we have redesigned our PeopleSoft help solution to include the following enhancements:

  • A modern user interface to engage with our application help content.
  • A new content structure that allows for a more intuitive help-content to application-page relationship.


Our new help solution interface looks and functions much like a website, rather than our past book format structure for help documentation and offers you a navigation option similar to the websites you’re already familiar with using on a daily basis.


You have multiple ways to navigate to help information. You are able to access information:


  1.     Through the Help link on the application pages.
  2.     By browsing by product.
  3.     Through pertinent related links, and
  4.     By using search mechanisms.


Along with the new help solution, we continue to deliver our very popular hosted documentation and downloadable PDFs. No matter how you might want to access our help documentation, PeopleSoft has made every option as easy and informative as possible.


The new HTML format (optimized for the web and similar to what is being used in other PeopleSoft products) is called 'Online Help' and can be found with the entire PeopleSoft Online Library.  You can also go directly to the Campus Solutions Online Help Home.

Please see New Version of Campus Solutions PeopleBooks and Online Help Now Availalbe (Doc ID 1920710.1) for more information

Bundles are still the primary means of applying maintenance for Campus Solutions and we know just how challenging maintenance can be to your enterprise.  When you have difficulty applying a bundle or have issues after applying one, we want to make sure that we keep you apprised of all the issues we know about as quickly as we can.  To do that, Campus Solutions Support publishes a master note regarding each bundle that details problems applying the bundle, problems attributed to the bundle and any general information that you should know for the application of this maintenance.

The most recent bundle, Campus Solutions Bundle #35, is not without its challenges and we have documented a master note for this bundle in Campus Solutions CS 9 Bundle #35 - Master Note for Questions or Problems with Patchset 19357125 (Doc ID 1936947.1).  The note was created in October and is still being updated whenever we encounter issues applying the bundle or arising from it after it has been applied.  If you are in the process of applying this maintenance, or have recently done so, we encourage you to review and book mark this master note.

If you are interested in master notes for any of our other bundles, you will see a listing of bundle master notes in the References section of the above document.  Watch this blog to know when we have posted a master bundle note for future bundles.


Here's the PUM Homepage, showing the Learning About PUM tab.  See the Training and Resources link at lower left.


Where to start?

In My Oracle Support, navigate to the PeopleSoft Update Manager Home Page, document 1641843.2.  Find the Learning About PeopleSoft Update Manager tab, then click on the Training and Resources link.


Once there you'll see the three training videos "PeopleSoft Update Manager End to End Training".  They have been updated since first being released for PeopleTools 8.53, and are current for PeopleTools 8.54.   The End to End refers to all tasks covered - soup to nuts.   The videos are an excellent Getting Started view of how to use PUM.


In the Resources section on that same page, click on the link to Oracle University.   Once there, you will see the course PeopleSoft Update Manager Release 8.54.   The Oracle University class is being taught in two formats:  as Classroom training and as a Live Virtual class.   Both are two days in length.    See tab Course Topics for a preview of topics covered.


[Update]   Click on "View Details" to see available dates and other details, for each course format.   There are courses available for PUM PT8.53, and PUM PT8.54.

For your company to get the most out of your Oracle ERP investment, you need a well-crafted strategy for maintaining your system. Your strategy must balance the need to minimize and plan for change in the system with the benefits of maintaining current versions of the code. Change management best practices help you achieve both the benefits of being current with code and the benefits of planning change in a way that minimizes or eliminates cost and business disruption. Proactive patching and maintenance avoids downtime, maintains business continuity and reduces the need for reactive patching.


When you are looking for an introduction or high level approach about how to plan and implement your patching and maintenance strategy, with best practices and Oracle recommendations, the Patching and Maintenance Lifecycle Advisors are the mechanism to use. Get started with your proactive patching and maintenance strategy for PeopleSoft with the resources and tools available in "Proactive Patching and Maintenance for a Healthy ERP System: Oracle Applications" (Document 1935517.1).

If you are working with the National Student Clearinghouse (NSC) and discovering some difficulties, please check out the information in National Student Clearinghouse (NSC) 2014 Proactive Information and Known Issues (Doc ID 1926926.1). In this Knowledge article, you will find the most up to date information regarding the issues that we are working on, the Bug and/or Patch ID and Knowledge article with discussions about the issue.


In July 2014 the National Student Clearinghouse announced updates to NSC processing that necessitated updates to the PeopleSoft Enterprise Campus Solutions product. You can read more about this in Announcing July 2014 Updates to NSC Processing (Doc ID 1668682.1).  Oracle then delivered the necessary changes in NSC Reporting Changes Patch 18069321 and we documented  the changes in National Student Clearinghouse Reporting Requirements 2014 Supplemental Documentation (Doc ID 1901314.1).


Since then, NSC announced further changes that required Oracle to respond with another critical patch. After delivery of this second critical patch, some programming issues were found that required action, and we have compiled those issues and actions in the document mentioned above. 

To bookmark the document, please click on the hollow yellow star that appears beside the title of the document in My Oracle Support and use the "+/-" icon in the upper right corner of the document to rate the document or provide us with comments on how we can improve our documentation for you.

The Cumulative Feature Overview Tool - what is it?

A small executable that tells you the differences between releases, by product family or by sub-products. 

Here's an example:   In the HCM Tool, select all products or just a few...Benefits Administration, Human Resources, North American Payroll, etc.  Select your starting release (9.2) and the target release (9.2 Image 9). 

The Tool will run quickly, and output  is presented to you listing a short description of a new feature, the first release it is present in the product, minimum PeopleTools required, BUG ID (if applicable), a link to documentation, and a link to a Video Feature Overview  (if available).


CFO Tool - when is this good to use?

When preparing for an upgrade - to find the specific differences by sub-product between your Current Release and the New (Target) Release.   This can help set expectations of end users;  or help you plan for testing after the application maintenance is completed or after the upgrade is completed.  

When preparing for application maintenance.  Many times, the output report will contain links to documentation about a new feature, or to a Oracle/Psft Youtube channel video about that new feature.


CFO Tool - what is new?

Hint:  the new name is WEBCFO.  This is now a html web-based tool that can be viewed on all devices:  laptops, smartphones, tablets, etc.

The report output can be saved in PDF format or exported to an excel spreadsheet.  

And now, starting with PeopleSoft's application 9.2 releases, the Current and Target releases can be specified by PUM Image #.

Example:  if you want to find the difference between application release 9.2 Image 4 and 9.2 Image 5, this can be specified for Current release and Target release.   If you want to find the differences between application release 9.0 and 9.2 Image 5, these too can be specified for Current release and Target release.

CFOTool Smaller.bmp

The WEBCFO Tool for HCM showing setup to find the differences in Absence Management, Benefits Admin, Human Resources, and North American Payroll sub product, between releases 9.0 and 9.2 Image 6.


CFO Tool - where to find it?

See MyOracle Supprt document 1117033.1, the PeopleSoft Cumulative Feature Overview Tool Homepage.  Once there, you can find the product specific version of CFOs, including HCM, FMS, SCM, EPM, CRM, Portal, PTools, and Campus Solutions. 

CFO Output.bmp

The WEBCFO report output showing differences between HCM 9.2 and 9.2 Image 9, for the Absence Management sub-product.  Note the "first release for feature" and BUG ID, plus min PTools requirement plus links to documentation and (in red) link to Oracle's Psft YouTube Channel video.

FMS 2015 Maintenance Schedule.png

Refer to the FMS Patch Index [Doc ID 1473545.1] for up-to-date information, and complete coverage, of all FMS maintenance images and patches.

PeopleSoft Fluid User Interface

The PeopleSoft Fluid User Interface encompasses a completely responsive, device independent design for Desktops, Tablets, and Smart Phones. It offers the most advanced user experience in the market utilizing the latest rendering technologies. The PeopleSoft Fluid User Interface enables you to use a single interface across different devices. The page layout dynamically changes, based on the size of your screen, as you access your system from your desktop, tablet, or smartphone.


What is it?
  • PeopleSoft Mobility on Any Device
  • New Online Desktop Experience (dynamic and customizable tiles on multiple home pages)
  • Native Tablet/Phone Experience (designed specifically for mobile devices experience, using touch and swipes)
  • Optimized Across Multiple Form Factors (screen design/content re-adjusts to laptop, tablet or phone)
  • HTML5/CSS3 PeopleSoft Pages (advanced design, inc. a dynamic NavBar on RH side of window)
  • End User Personalization (add/change home pages, add/change dynamic tiles, etc.)
  • Single, Merged Solution Across PeopleSoft


Why Should I Care?
  • Simple and Intuitive to Use (casual, power and executive users)
  • Lower Training Costs
  • Easy to Provision and Deploy
  • Seamless User Experience Across Platforms (tiles, drag/drop, tab, touch, etc)
  • Consistency Across PeopleSoft and Oracle
  • Uses Existing PeopleSoft Tool Set
  • Delight Your PeopleSoft Users
PeopleSoft Fluid UI Value Proposition 
  • Mobility and Portability Between Multiple Devices
  • Intuitive User Experience
  • Personalizable
  • Unified User Experience Across Oracle Applications
PeopleSoft Fluid UI Documentation
  • PeopleSoft Fluid User Interface Docs
  • Fluid User Interface Developer’s Guide Docs
  • Fluid User Interface Developer’s Guide [PDF]
  • Implementing PeopleSoft Fluid User Interface Docs
PeopleSoft Fluid UI YouTube Videos
  • Getting Started with the PeopleSoft Fluid User Interface [09-Oct-2014]: YouTube Link
  • PeopleSoft Fluid User Interface Concepts [07-Oct-2014]: YouTube Link
PeopleSoft Fluid UI Oracle University Course
PeopleSoft Fluid User Interface Rel 8.54 is a two-day course introducing students to the new development paradigm, Fluid User Interface. The course provides conceptual information and covers the tasks and techniques used to develop fluid applications. Class registration will be open in the next few weeks through Oracle University.


PeopleSoft Fluid UI in FMS 9.2
  • Employee Self-Service Homepage
  • Travel Authorization
  • Employee Sattus Reporting
  • Expense Reporting
  • Time Entry
  • Approvals
  • Project Manager Homepage
  • Project Profile Margin View
  • My Project Team View
  • Resource Locator
Cash Management
  • Cash Manager Homepage
  • Overdrawn Account View
  • Liquid Position View
  • Available Balance v. Forecast by Bank View

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