New Feature Overview

Oracle’s PeopleSoft PeopleTools 8.61

January 2024 | Version 1.00

Copyright © 2024, Oracle and/or its affiliates
Public
PURPOSE STATEMENT
This document provides an overview of features and enhancements included in PeopleTools 8.61. It is intended solely to
help you assess the business benefits of upgrading to PeopleTools 8.61 and to plan your IT projects.

DISCLAIMER
This document is for informational purposes only and is intended solely to assist you in planning for the implementation
and upgrade of the product features described. The development, release, and timing of any features or functionality
described in this document remains at the sole discretion of Oracle.

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TABLE OF CONTENTS
Purpose Statement 1
Disclaimer 1
Introduction 5
Purpose of This Document 5
Related Resources 5
PeopleSoft Planned Features and Enhancements 5
Cumulative Feature Overview Tool 5
Video Feature Overviews 5
PeopleSoft Information Portal 5
Social Media 6
Before You Begin 6

PeopleTools Platform Support and Installation Enhancements 6

Added and Changed Product Support 6
PeopleTools 8.61 – Cloud First Delivery 7
Installation Enhancements 7
NFS File System Access for VirtualBox and Linux Deployments 8
Separate DDL Scripts for Db2 z/OS Databases 8

Development Tools Enhancements 8

Application Engine 8
Enhancing Application Engine Action Plugin 8
Meta-SQL Functions 9
Application Designer 9
Formatting Number and Currency Values 9
Fluid Application Development 9
Sectionalizing Fluid Homepages and Dashboards 9
Fluid Prompt Page Enhancements 10
PeopleSoft User Interface 10
Improved User Interface (UI) For Personalizing Homepages and Dashboards 10
Disabling End-User Personalization 11
Updated Switch Widget 11
PIA Grid Download to Excel Performance Optimization 11
Synchronized Classic and Fluid Notify Button Functionality 11
Charts 12
Color Contrast Mode for Charts 12
PeopleCode 12
PeopleCode API Reference 12
PeopleCode Developer’s Guide 13
PeopleCode Language Reference 14
Portal Technology 14
Building Analytics for Guided Process in Activity Guide 15
Search Technology 15
Keyword Search Exception Handling 15
Hide Time Picker on Dashboards 15
Support for Real-Time Indexing of Activity Guide Search Definitions 16
Suggestions Search Improvements 16
Configurable Data Partition Indexing 17
Embed Insights in Applications Page 17
Embed Insights in Fluid WorkCenter 18
Support for Insights Search Using Global Search 19
Support Pre Processing for Activity Guide Search Definitions 19
Enhanced PeopleTools Options 19

System Administration Tools Enhancements 19

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 Security Administration 19
Excluding Characters from Randomly Generated Passwords 19
Allow Lock Option for User Profiles 20
Configuring User Profiles for Forgotten User ID Emails 20
Create Node Password Option for Default Local Nodes 20
PeopleSoft Encryption Technology Enhancements 20
System Personalization Options for Prompt Pages 21
System and Server Administration 21
Load Application Server Cache Improvement 21
Application Server Domain Parameter Log Size Threshold 21
Manager Auto Update Settings 21
Maintain Database Sequences 22
Usage Monitor 22
Support for Standalone Usage Monitor to track PT-ADS Instance Usage 22
Moving the Usage Monitoring Related Options 22

Reporting and Analytic Tools Enhancements 22

Query 22
Indicating the Return of No Matching Data on Email Subject Line 23
BI Publisher for PeopleSoft 23
Support PCL and PS Formats for Non-Printer Output Type 23
Process Scheduler 23
Changing Trace Option for Restartable Process 23
PS/nVision 23
Entering Comments in OpenXML Mode 24
SQR for PeopleSoft Developers 24
Updated PDFlib Version 24

Integration Tools Enhancements 24

MultiChannel Framework 24
Reading Signed and Encrypted S/MIME Formatted Emails 24
Integration Broker 24
Application Services Framework Enhancements 24
Rest Framework Modifications 25
Service Monitor Enhancements 25
Option to Turn Off OAuth2 25
Digital Signing Option on Outbound Response 26

Lifecycle Management Tools Enhancements 26

Change Assistant and Update Manager 26
PUM Automated Updates 26
Viewing Maintenance Levels on PeopleSoft Environments 27
Enabling View Log Context Menu for Steps with Sub-Jobs 27
Enhancing Re-Apply of PRPs in Change Assistant for Better Logging 27
Modifying Merge Session Rules 27
Identifying Object Versions Participated in Merge Process 28
Application Data Sets 28
Setting ADS Project File Permissions for UNIX Users 28
Moving the ADS Project Encryption Option 28
Upgrade Compare and Copy 29
New Command Line Parameters for Compare Reports 29
Securing Browser Compare Reports 29
Data Mover 30
New Data Mover Parameter 30
Test Framework 30
Support for OpenSearch Dashboard Automation in PeopleSoft Test Framework 30

Accessibility Enhancements 30
Deprecated Products and Features 30

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INTRODUCTION
This section discusses:
• Purpose of this document.
• Related resources.

Purpose of This Document

This document provides an overview of the new features and enhancements planned for Oracle’s PeopleSoft PeopleTools
8.61. It is a road map intended to help you assess the business benefits of upgrading to PeopleSoft PeopleTools 8.61 and to
plan your IT projects and investments.

Related Resources
This section discusses resources that provide in-depth technical and functional information for new and enhanced
functionality in the PeopleSoft PeopleTools 8.61 release. In many cases, the content in this document may have originated in
the referenced documents.

PeopleSoft Planned Features and Enhancements

The PeopleSoft Planned Features and Enhancements document provides more functional details than the statement of
direction, identifies major enhancements, and articulates the expected business benefit. This document is designed to help
you determine whether new product features might warrant upgrading from an old release or embarking on a new
implementation. With this information, managers will be able to initiate preliminary budget planning and begin putting
together a project team to further evaluate specific products.
The PeopleSoft Planned Features and Enhancements document (ID 1966243.2) is available on the Oracle support web site.
See Also
PeopleSoft Planned Features and Enhancements

Cumulative Feature Overview Tool

The Cumulative Feature Overview Tool helps you plan your upgrades by providing concise descriptions of new and
enhanced solutions and functionality that have become available between your starting and target releases. You simply
identify the products that you own, your existing release, and your target implementation release. With a single click, the
tool quickly produces a customized set of high-level, concise descriptions of features that have been developed between
your starting and target releases. In an easy-to-use, web-based format, you can easily manipulate and sort the results any
way you wish, download the results to Microsoft Excel, or copy the content into other implementation planning documents.
See Also
Cumulative Feature Overview Tool

Video Feature Overviews

PeopleSoft creates Video Feature Overview webcasts developed by PeopleSoft Information Development with input from
the PeopleSoft Development and Strategy organizations. These videos provide overviews of PeopleSoft features and
functionality. This document also contains direct links to specific Video Feature Overviews in those sections where the
features are being discussed.
You can view all the Video Feature Overviews on our YouTube Channel.

PeopleSoft Information Portal

The PeopleSoft Information Portal provides you with a single-entry point to locate the documentation, training, and other
useful information you need to help with your implementation process and improve your daily experience with our
products. The portal includes release content, product data sheets, and links to online help and support.

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Social Media
We invite you to subscribe to the following social media sites to be kept current on the latest news and information about
PeopleSoft applications and technology:
• PeopleSoft Blog
• X, formerly known as Twitter
• LinkedIn
• YouTube

Before You Begin

Before you upgrade to PeopleSoft PeopleTools 8.61, always make sure that you have read any updates to the following:
• PeopleSoft upgrade documentation
• PeopleSoft installation documentation
• Certification information on My Oracle Support

PEOPLETOOLS PLATFORM SUPPORT AND INSTALLATION

ENHANCEMENTS
This section discusses enhancements made to PeopleTools platform support and installation in the following areas:
• Added and changed product support
• PeopleTools 8.61 – cloud first delivery
• Installation enhancements

Added and Changed Product Support

This section provides a summary of added and changed product support.
The following table lists noteworthy changes to key infrastructure components planned for PeopleTools 8.61. Always check
the Certifications tab on My Oracle Support for updates to this information. Keep in mind that the discontinuation of support
for a component is generally due to the end of the vendor’s mainstream support for the product.
Note. This document does not contain a comprehensive list of Oracle’s support policy, nor is it intended to replace the
information in the certification database on My Oracle Support. The information contained in the table is a snapshot of the
current plans for platform support as of general availability for this release. Always refer to the certification database on the
Certifications tab on My Oracle Support for the current and most comprehensive support information. After you select a
supported operating system or platform in My Oracle Support Certifications, be sure to read the associated certification
notes for important information.
Product Support

COMPONENT ADDED DISCONTINUED

Server Operating Systems AIX 7.3 Windows Server 2016

z/OS 2.5 Windows Server 2019
Linux 8.4
Windows Server 2022

Mobile Operating Systems Chrome for Android 13, 14 Chrome for Android 9
Safari for iOS 16, 17 Safari for iOS 12, 13

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 COMPONENT ADDED DISCONTINUED

Desktop Browsers Chrome 120 Chrome 106

Edge (Chromium) 120 Edge (Chromium) 106
Firefox 115 ESR, 121 RR Firefox 102 ESR, 105 RR
Safari 16, 17 (macOS) Safari 15

RDBMSs MSS 2022 MSS 2017

Oracle 23c
Db2 z/OS 13.1

Application Servers Tuxedo 22c NA

COBOL Micro Focus Visual COBOL 9.0 Micro Focus Visual COBOL 4.0
IBM COBOL for z/OS 6.1

Enterprise Manager Enterprise Manager 13.6.0 Enterprise Manager 13.5

Search OpenSearch 2.3.0 Elasticsearch 7.10.0

OpenSearch Dashboards 2.3.0 Kibana 7.10.0
Logstash 8.6.0

Other Tuxedo 22c Excel 2013

Excel 2021
Excel 365 (Semi-Annual Versions 2102 and
2108)
Office 365 - 2021

Note. For information on Micro Focus Visual COBOL, see “Using Visual COBOL with PeopleSoft,” My Oracle Support, Doc ID
2523494.1.

PeopleTools 8.61 – Cloud First Delivery

Like the previous releases, PeopleTools 8.61 will be available as a subscription in Cloud Manager Image 17. Using Cloud
Manager, customers may subscribe to the PeopleTools 8.61 channel and automatically download the release, along with
PeopleTools patches as they are made available. Cloud Manager is the only place to take advantage of an automated
upgrade to the latest PeopleTools release.
Please call Oracle Global Support if you want to use PeopleTools 8.61 on Oracle Cloud without using Cloud Manager Image
17.
See Also
PeopleSoft PeopleTools Patches Home Page, My Oracle Support, Doc ID 2062712.2.
PeopleSoft Cloud Manager Home Page, My Oracle Support, Doc ID 2231255.2.

Installation Enhancements
This section covers changes and updates related to the PeopleTools installation in the following areas:
• NFS File System Access for VirtualBox and Linux Deployments

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 • Separate DDL Scripts for Db2 z/OS Databases

NFS File System Access for VirtualBox and Linux Deployments

This applies to deployments on Linux or VirtualBox. The Linux file system location is made available to Microsoft Windows
systems using the Network File System (NFS) protocol. The DPK setup script deployment on Linux starts NFS services and
makes some of the installation directories under the BASE_DIR/pt (for Native OS for Linux) or /opt/oracle/psft/pt (for
VirtualBox) directory of the virtual machine available to Microsoft Windows computers as shared directories. The repository
directory for Change Assistant is also made available. You can map to these NFS shares from the host computer (for
VirtualBox) or other Microsoft Windows computers.
The NFS protocol replaces Samba, which was used in previous releases.
See Also
PeopleSoft Deployment Packages for Update Images (PeopleTools 8.61).

Separate DDL Scripts for Db2 z/OS Databases

You can now create separate DDL scripts for Create Database and Create Universal Tablespace DDL for PeopleSoft
Application databases that are constructed using Db2 for z/OS Universal Tablespaces (UTS).
The Application Designer and Data Mover utilities have been updated to support the output of scripts for Database DDL and
UTS DDL.
See Also
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Using PeopleSoft Data Mover,” Using SET
Parameters, OUTPUTDb2DBDDL, OUTPUTDb2UTSDDL, SET Db2DBDDL, SET Db2UTSDDL.

DEVELOPMENT TOOLS ENHANCEMENTS

This section covers changes and updates related to the development of PeopleSoft applications in the following areas:
• Application Engine
• Application Designer
• Fluid Application Development
• PeopleSoft User Interface
• Charts
• PeopleCode
• Portal Technology
• Search Technology

Application Engine
Application Engine includes the following enhancements in this release:
• Enhancing Application Engine Action Plugin
• Meta-SQL Functions

Enhancing Application Engine Action Plugin

With this release, you can create a plug-in for a Call Section action. The plug-in can direct the system to run a SQL or
PeopleCode action or call an Application Engine section.

The Call Section action isn’t used as a plug-in. Rather, it’s a type of plug-in that doesn’t execute an action but directly
executes a plug-in section.

The new step <ALL> is included in the list of steps to be used as a plug-in. When you select <ALL>, it runs all the steps in the
section and therefore the Action column disappears.

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See Also
Product documentation for PeopleTools 8.61: Application Engine, “Managing Application Engine Programs,” Configuring
Application Engine Action Plug-ins.

Meta-SQL Functions
The enhancement includes:
• The new %GetNextSeqValue meta-SQL function. This function increments the given database sequence and
returns its next value. With this function, you can create new sequences or migrate
GetNextNumberWithGapsCommit().
• The %UpdateStats() meta-SQL function to use the LOW option SQL if no row exists for the HIGH option is
enhanced.
• The new %DeleteStats() function to delete meta-SQLs in Oracle Database.
See Also
Product documentation for PeopleTools 8.61: Application Engine, “Using Mets-SQL and PeopleCode,” Using Application
Engine Meta-SQL.

Application Designer
Application Designer includes the following enhancement in this release.

Formatting Number and Currency Values

In PeopleTools 8.61, two properties are introduced at the record field level that format the display of numbers and currency
values. While the Suppress Trailing Zeros property controls the formatting of number fields, the Extend Decimal Precision
property controls the formatting of currency values. However, these properties can be overridden by the Field Format
Override property at the page level.
See Also
Product documentation for PeopleTools 8.61: Application Designer Developer’s Guide, “Creating Record Definitions,” Setting
Record Field Use Properties.
Product documentation for PeopleTools 8.61: Application Designer Developer’s Guide, “Creating Page Definitions,” Setting
Use Properties.

Fluid Application Development

This section describes enhancements provided in the area of developing and using fluid applications, including:
• Sectionalizing Fluid Homepages and Dashboards
• Fluid Prompt Page Enhancements

Sectionalizing Fluid Homepages and Dashboards

In PeopleTools 8.61, administrators can sectionalize a fluid homepage or dashboard. Sections provide administrators
granular control over the sequencing of tiles and collecting them within functional groupings for greater usability and user
experience. The Section Assignments page has been introduced to enable administrators to create and manage sections.
Administrators can also disable end-user personalization on any homepage or dashboard, that is, you cannot rename the
homepage, add tiles to the homepage, move tiles to other homepages, and delete tiles. In this release, sectionalized
homepages and dashboards automatically disable end-user personalization.
In previous releases, you could re-order tiles directly on a homepage without going into Personalize Homepage page. In
PeopleTools 8.61, you can personalize a homepage only through the Personalize Homepage page.

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See Also
Product documentation for PeopleTools 8.61: Portal Technology, “Administering Homepages and Dashboard Pages,”
Creating Sections on Fluid Homepages.
Product documentation for PeopleTools 8.61: Portal Technology, “Administering Homepages and Dashboard Pages,”
Managing Section Templates and Sections.
Product documentation for PeopleTools 8.61: Applications User’s Guide, “Working With the PeopleSoft Fluid User Interface,”
Understanding Fluid Sectionalized Homepages and Dashboards.

Fluid Prompt Page Enhancements

In this release, you have additional configuration options to control the behavior of the Fluid Prompt page at a system level
using System Personalizations and at a user level using the My Preferences page.
See PeopleTools 8.61: Application User’s Guide, "Setting User Preferences," Defining User Preferences.

PeopleSoft User Interface

This section covers changes and updates to using the PeopleSoft user interface, including:
• Improved UI For Personalizing Homepages and Dashboards
• Disabling end-user personalization
• Updated Switch Widget
• PIA Grid Download to Excel Performance Optimization
• Synchronized Classic and Fluid Notify Button

Improved User Interface (UI) For Personalizing Homepages and Dashboards

Improved UI for personalizing homepages and dashboards includes several updates to the visual interface and UI behavior
in the personalization page. The Add Tile option for homepages and dashboards has been enhanced to include both an icon
and text to indicate the compatibility of a tile on the phone. PeopleSoft also introduces an Add button on tiles to add the tile
to the target homepage or dashboard. Other improvements in this feature include label updates and the display of the
number of results for a search on a header.

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See Also
Product documentation for PeopleTools 8.61: Application User’s Guide, "Working With PeopleSoft Fluid User Interface,”
Working With Fluid Homepages and Dashboards.

Disabling End-User Personalization

Administrators can disable end-user personalization on any homepage or dashboard, that is, you cannot rename the
homepage, add tiles to the homepage, move tiles to other homepages, and delete tiles from the homepage. However, you
can copy tiles, but you cannot copy tiles to a homepage or dashboard that does not allow personalization.
In previous releases, you could re-order tiles directly on a homepage without going into Personalize Homepage (or
Dashboard); with PeopleTools 8.61, you can personalize a homepage only through the Personalize Homepage page.
See Also
Product documentation for PeopleTools 8.61: Portal Technology, “Administering Homepages and Dashboard Pages,”
Disabling User Personalization for Homepages.
Product documentation for PeopleTools 8.61: Portal Technology, “Administering Homepages and Dashboard Pages,”
Disabling User Personalization for Dashboards.
PeopleTools 8.61: Application User’s Guide, "Setting User Preferences," Defining User Preferences.

Updated Switch Widget

The switch widget has been visually updated to provide a modern, accessible, single width switch construct without the
switch text.

See Also
Product documentation for PeopleTools 8.61: Application User’s Guide, “Setting User Preferences,” Defining User
Preferences.

PIA Grid Download to Excel Performance Optimization

In previous PeopleTools releases, grid download generated a .xls file, which was incompatible with newer Excel versions
from Excel 2010 onwards, and displayed a warning message when opened. In this release, PeopleTools enhances the grid
download utility, enabling you to download the data into a compatible Excel spreadsheet in .xlsx format.
See Also
Product documentation for PeopleTools 8.61: Application User’s Guide, "Working With Grids and Scroll Areas", Viewing Data
in Original Layout Grids.

Synchronized Classic and Fluid Notify Button Functionality

In this release, the behavior of the Notify button has been synchronized across classic and fluid pages. Classic components
that are Notify enabled will display the fluid notify page by default.
See Also
Product documentation for PeopleTools 8.61: Application User’s Guide, "Using Workflow," Sending and Receiving Ad Hoc
Notifications.

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Charts
This section covers the color contrast mode for charts.

Color Contrast Mode for Charts

In PeopleTools 8.61, by default, the adjacent colors in a chart are separated by a gap between the colors and a black border
to fulfill accessibility requirements, and this setting is defined by the PTCOLORCONTRAST property, which is specified on
the Chart Options page.
PTCOLORCONTRAST is a system-wide setting that defines the color contrast mode for all charts.
An example of a pie chart with color contrast.

See Also
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Charting Classes,” Color Contrast Mode for Charts.

PeopleCode
This section covers changes and updates to PeopleCode, including:
• PeopleCode API Reference
• PeopleCode Developer’s Guide
• PeopleCode Language Reference

PeopleCode API Reference

This section covers changes to PeopleCode API, including:
• New class
• New collection
• New methods
• New properties
• Updated methods

New Class
In PeopleTools 8.61, the AssignedSection Class has been added to PeopleCode API.
The PeopleTools 8.61 product documentation contains complete documentation on the new classes including constructors,
methods, and properties as is appropriate for each class. The new methods and properties for this new class have not been
listed in this document.

New Collection
In PeopleTools 8.61, the AssignedSections Collection has been added to PeopleCode API.
The PeopleTools 8.61 product documentation contains complete documentation on the new collection. The new methods
and properties for this new collection have not been listed in this document.

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New Methods
In PeopleTools 8.61, the following new methods have been added to PeopleCode API.
• FilterValues Class, DynamicTimeRangeAbsolute
• FilterValues Class, DynamicTimeRangeRelative
See Also
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “PeopleSoft Search Framework Classes,”
DynamicTimeRangeAbsolute.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “PeopleSoft Search Framework Classes,”
DynamicTimeRangeRelative.

New Properties
In PeopleTools 8.61, the following new properties have been added to PeopleCode API:
• AssignedPagelet Class, SectionName
• Chart Class, IsColorContrastMode
• Content Reference Class, AssignedSections
• GridColumn Class, IncludeLabelsInGridCells
• PortalRegistry Class, SectionTemplates
• SearchbarContext Class, ArrCustomSearchCategory
• TabDefinition Class, AssignedSections
• TabDefinition Class, IsPersonalizable
• TabDefinition Class, HideInPersonalize
See Also
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Portal Registry Classes,” SectionName.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Charting Classes,” IsColorContrastMode.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Portal Registry Classes,” AssignedSections.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Grid Classes,” IncludeLabelsInGridCells.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Portal Registry Classes,” SectionTemplates.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “PeopleSoft Search Framework Classes,”
ArrCustomSearchCategory.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Portal Registry Classes,” AssignedSections.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Portal Registry Classes,” IsPersonalizable.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “Portal Registry Classes,” HideInPersonalize.

Updated Methods
In PeopleTools 8.61, the following methods have been updated:
• SOAPDoc Class, AddEnvelope
• SOAPDoc Class, AddFault
See Also
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “SOAPDoc Class,” AddEnvelope.
Product documentation for PeopleTools 8.61: PeopleCode API Reference, “SOAPDoc Class,” AddFault.

PeopleCode Developer’s Guide

This section covers changes to developing PeopleCode programs, including:
• PeopleCode Events
• Display Full Trace Values

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PeopleCode Events
In PeopleTools 8.61, two PeopleCode events have been introduced: PreScrollRowSelect and ScrollRowSelect.
The PreScrollRowSelect event is initiated whenever a user selects a row (using radio buttons) or multiple rows (using check
boxes) in a grid or scroll area. The PreScrollRowSelect event is used to trigger PeopleCode that validates the selected row or
rows.
The ScrollRowSelect event is used to trigger PeopleCode on a row or rows after the PreScrollRowSelect event has validated
the selected row or rows. However, the ScrollRowSelect event can be used independent of the PreScrollRowSelect event.
The PreScrollRowSelect and ScrollRowSelect events can be associated only with fluid component records and record fields.
See Also
Product documentation for PeopleTools 8.61: PeopleCode Developer’s Guide, “PeopleCode and the Component Processor,”
PreScrollRowSelect.
Product documentation for PeopleTools 8.61: PeopleCode Developer’s Guide, “PeopleCode and the Component Processor,”
ScrollRowSelect.

Display Full Trace Values

The PeopleCode debugger log options now allow you to display the PeopleCode trace values fully. You can use the Disable
Value Truncation check box to prevent truncating trace values. This option is not selected by default.
See Also
Product documentation for PeopleTools 8.61: PeopleCode Developer’s Guide, “Debugging Your Application,” Setting
PeopleCode Debugger Log Options.

PeopleCode Language Reference

This section covers changes to the PeopleCode language, including:
• New built-in functions
• Updated built-in functions

New Built-in Functions

In PeopleTools 8.61, the MsgBoxButtonOverride built-in function has been added to PeopleCode:
See Also
Product documentation for PeopleTools 8.61: PeopleCode Language Reference, “PeopleCode Built-in Functions and
Language Constructs,” MsgBoxButtonOverride.

Updated Built-in Functions

In PeopleTools 8.61, the following built-in functions have been updated:
• MaddAttachment
• SetTracePC

See Also
Product documentation for PeopleTools 8.61: PeopleCode Language Reference, “PeopleCode Built-in Functions and
Language Constructs,” MaddAttachment.
Product documentation for PeopleTools 8.61: PeopleCode Language Reference, “PeopleCode Built-in Functions and
Language Constructs,” SetTracePC.

Portal Technology
This section describes the following PeopleTools portal technology enhancement.

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Building Analytics for Guided Process in Activity Guide
The Activity Guide framework now provides the capability to track the time duration of a step, that is, from the start of a step
to the completion of a step. Using this capability you can build analytics, which can provide useful insight.
See Also
Product documentation for PeopleTools 8.61: Portal Technology, “Developing and Deploying Activity Guides,” Defining
Action Item Details.

Search Technology
This section describes search technology enhancements, including:
• Keyword Search Exception Handling
• Hide Time Picker on Dashboards
• Support for Real-Time Indexing of Activity Guide Search Definitions
• Suggestion Search Improvements
• Configurable Data Partition Indexing
• Embed Dashboard in Applications Page
• Embed Dashboard in Fluid WorkCenter
• Support for Insights Search Using Global Search
• Support Pre Processing for Activity Guide Search Definitions
• Enhanced PeopleTools Options

Keyword Search Exception Handling

In PeopleTools 8.61, if you encounter an error during keyword search, the system automatically toggles to the standard
search page until the issue is resolved.
It also displays a message indicating the switch to standard search. After the issue is resolved by the administrators, the
system will automatically toggle back to keyword search. Recent and saved searches are displayed based on search type.
See Also
Product documentation for PeopleTools 8.61: Search Technology, "Working with PeopleSoft Search," Understanding Search
Pages.

Hide Time Picker on Dashboards

PeopleSoft Search Framework now enables you to hide the time picker on any Insights dashboard based on your
requirements. Use the Hide Time Filter button on the Import Insights Dashboards page to enable or disable the time picker
option on specific dashboards.

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See Also
Product documentation for PeopleTools 8.61: Search Technology, "Working with Insights Dashboards for PeopleSoft
Application Data," Importing a Dashboard.

Support for Real-Time Indexing of Activity Guide Search Definitions

In PeopleTools 8.60, Search Framework supports real-time Indexing for any search definition with the source type of query
and connected query. In PeopleTools 8.61, Search Framework also supports real-time Indexing for activity guide search
definitions. It helps to index data as soon as it is modified, so it can keep indexes fresher than frequent incremental index
and does not need to be scheduled.

Note: Oracle does not deliver search definitions enabled for real time indexing automatically.
See Also
Product documentation for PeopleTools 8.61: Search Technology, "Administering Real-Time Indexing," Configuring Real-
Time Indexing.

Suggestions Search Improvements

In this release, when you search for a keyword using global search, Search Framework displays keyword-matching
suggestions. It also shows the content reference descriptions as additional details. These additional details are shown in
both the suggestions search and the global search results. If the content reference description is not available, then the
system displays the folder name as an additional detail.

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See Also
Product documentation for PeopleTools 8.61: Search Technology, “Working with PeopleSoft Search,” Working with
Suggestions Search.

Configurable Data Partition Indexing

In PeopleTools 8.61, PeopleSoft Search Framework enables you to partition the application data using the Index By Data
Partition option. After the start and end dates and number of partitions are specified, the framework partitions the data
almost equally to process it in parallel. The process creates multiple PTSF_GENFEED Application Engine programs to run the
query on each partitioned data.
The search index build process also creates a unique run control ID for each partition that enables you to re-run a specific
partition independent of the others.
See Also
Product documentation for PeopleTools 8.61: Search Technology, “Administering PeopleSoft Search Framework,”
Partitioning Application Data in the Search Index Build Process Using Data Partition.
Product documentation for PeopleTools 8.61: Search Technology, “Creating Query and Connected Query Search Definitions,”
Working With Advanced Settings.

Embed Insights in Applications Page

Search Framework provides the Configure Insights Dashboards - Page Level tab to enable you to embed one or more
PeopleSoft Insights on the applications page. This makes it easier for users to access and analyze Insights data and take
necessary action from the same page.
PeopleSoft provides you the flexibility to filter the data in a visualization based on a context by using an application class
(PTSF_INSIGHTS) that contains PeopleCode to apply filters apart from time range. Page field values can be used as filters.
You can view the applied filters in your visualization. You can also refresh the visualization based on the filter values applied
at runtime.
Note: Set Filters can be configured for a maximum of three page field values.

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See Also
Product documentation for PeopleTools 8.61: Search Technology, “Working with Insights Dashboards for PeopleSoft
Application Data,” Embedding a Dashboard in Applications Page.

Embed Insights in Fluid WorkCenter

Search Framework provides the Configure Insights Dashboards - Insights tab to enable you to embed Insights in Fluid
WorkCenters. The new Insights tab allows you to create new content references that can be used within Fluid WorkCenters.

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See Also
Product documentation for PeopleTools 8.61: Search Technology, “Working with Insights Dashboards for PeopleSoft
Application Data,” Embedding a Dashboard in Fluid WorkCenter.

Support for Insights Search Using Global Search

PeopleSoft Search Framework now enables you to search for dashboards or visualizations using global search. You can
search for dashboards or visualizations in the Insights search group based on their title, description, and panel label.
Note: Users with edit or view permissions and the Search Administrator can search and view the dashboards.
See Also
Product documentation for PeopleTools 8.61: Search Technology, "Working with PeopleSoft Search," Working with the
Insights Search Group.
Product documentation for PeopleTools 8.61: Search Technology, “Working with Insights Dashboards for PeopleSoft
Application Data,” Importing a Dashboard.

Support Pre Processing for Activity Guide Search Definitions

In PeopleTools 8.61, PeopleSoft Search Framework also supports preprocessing for activity guide search definitions.
See Also
Product documentation for PeopleTools 8.61: Search Technology, "Creating Activity Guide Search Definitions," Specifying
Advanced Properties.

Enhanced PeopleTools Options

The Configurable Search Properties in PeopleTools Options are enhanced to enable you to independently specify the
number of search results displayed during keyword search and standard search. The default values for keyword search and
standard search are 50 and 100, respectively.
See Also
Product documentation for PeopleTools 8.61: Search Technology, “Managing Configurable Search”, Specifying System-wide
Configurable Search Properties.

SYSTEM ADMINISTRATION TOOLS ENHANCEMENTS

This section discusses enhancements made to system administration tools in the following areas.
• Security Administration
• System and Server Administration

Security Administration
This section includes PeopleTools Security Administration enhancements, including:
• Excluding Characters from Randomly Generated Passwords
• Allow Lock Option for User Profiles
• Configuring User Profiles for Forgotten User ID Emails
• Create Node Password Option for Default Local Nodes
• PeopleSoft Encryption Technology Enhancements
• System Personalization Options for Prompt Pages

Excluding Characters from Randomly Generated Passwords

On the Password Controls page (PeopleTools > Security > Password Configuration > Set Password Controls), administrators
enter characters in the Characters Excluded from Randomly Generated Passwords field that will not be used when the
system generates a random password for users who have forgotten their password.
Administrators can use this, for example, to exclude special characters that cause issues with the rich text editor when
setting up the Forgotten email text, or characters that may accidentally produce undesirable words.

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See Also
Product documentation for PeopleTools 8.61: Security Administration,“ Administering User Profiles,” Setting Password
Controls.

Allow Lock Option for User Profiles

On the User Profiles - General page (PeopleTools > Security > User Profiles > User Profiles), the Allow Lock option was
added. When Allow Lock is selected, the user account obeys any applicable password controls and can be locked out. This
option is selected by default. If this option is deselected, the password controls for the user profile are bypassed. The
security administrator should be aware that clearing this option removes security controls for the user's password. This will
benefit management of system accounts.
See Also
See the product documentation PeopleTools 8.61: Security Administration, “Administering User Profiles,” Setting General
User Profile Attributes.

Configuring User Profiles for Forgotten User ID Emails

To request a forgotten password, an end user must supply a valid user ID. If end users do not know or have forgotten the
user ID, they can request the user ID that is associated with a valid email address and have an email sent to them, without
the need to contact the help desk or security administrator.
To enable end users to request emails sent to them with forgotten users ID, the system administrator:
1. Adds the email address to the user profile.
2. Allows emails on one of the user’s permission lists.
3. Composes the email text.
4. Sets up a web site for the end user to send a request for their forgotten user ID.
See Also
See the product documentation PeopleTools 8.61: Security Administration, “Administering User Profiles,” Configuring User
Profiles for Forgotten User ID Emails.

Create Node Password Option for Default Local Nodes

On the Portal Node Definitions – Node Definitions page (PeopleTools > Portal > Portal Node Definitions), the Create
NodePassword button was added. The button appears only for the default local node. Click the button to create a 32-
character, strong, random password. Save the password displayed and use a secure password management system to store
it, because you will not be able to retrieve it later as clear text.
Oracle recommends that customers use strong, complex passwords and make use of the maximum number of characters.
This button provides a convenient method to fulfill the requirements for a more secure password.
See Also
Product documentation for PeopleTools 8.61: Security Administration, “Implementing Single Signon,” Defining Nodes for
PeopleSoft-Only Single Signon.
Product documentation for PeopleTools 8.61: Integration Broker Administration, "Adding and Configuring Nodes,”
Configuring Nodes.

PeopleSoft Encryption Technology Enhancements

The pages that you use to configure and maintain PET profiles have been changed to enhance usability.
The Define Encryption Profile page has been renamed to Administer Encryption Profiles (PeopleTools > Security >
Encryption > Encryption Profiles). Use this page to create new encryption profiles and modify existing profiles.
The Delete Encryption Profiles and Test Encryption Profiles pages have been removed and their features incorporated in the
Administer Encryption Profiles page.
Other changes include:
• The Load Encryption Libraries page now opens to show all defined libraries.

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 • The Encryption Algorithm Keysets page now shows the parameters that a keyset can be used for.
• The Encryption Algorithm Chains page now shows the encryption profiles that are implemented using the chain.
See Also
Product documentation for PeopleTools 8.61: Security Administration, “Securing Data With PeopleSoft Encryption
Technology,” Administering Encryption Profiles.

System Personalization Options for Prompt Pages

Two options were added for prompt pages.
PRMPTAUTOCOL — Specify whether the Search Criteria section on a fluid prompt (lookup) page appears collapsed.
PRMPTSHOWOPS — Specify whether the search operators are expanded as a selectable drop-down list or displayed as
read-only default search operators based on the field.
See Also
Product documentation for PeopleTools 8.61: Security Administration, “Managing System Personalizations,” Understanding
General Options.

System and Server Administration

This section includes System and Server Administration enhancements, including:
• Load Application Server Cache Improvement
• Application Server Domain Parameter Log Size Threshold
• Manager Auto Update Settings
• Maintain Database Sequences

Load Application Server Cache Improvement

The Load Application Server Cache page (PeopleTools > Utilities > Administration > Load Application Server Cache) enables
you to run Application Engine programs that load the shared file cache or the database cache for application server
domains.
The Load Cache page now includes all cacheable object types, with display-only check marks for those that are default. The
default list includes the minimum list of object types, which were included for this functionality in previous releases. You can
select the object types you want to cache.
See Also
Product documentation for PeopleTools 8.61: System and Server Administration, "Using PeopleTools Utilities," Load
Application Server Cache.

Application Server Domain Parameter Log Size Threshold

Use the LogSizeLimit parameter in the configuration files for the application server (psappsrv.cfg) or Process Scheduler
(psprcs.cfg) to specify when to rotate logs. Logs are rotated when the threshold is reached.
See Also
Product documentation for PeopleTools 8.61: System and Server Administration, Setting Application Server Domain
Parameters, Domain Settings.
Product documentation for PeopleTools 8.61: Process Scheduler, Using the PSADMIN Utility, Process Scheduler.

Manager Auto Update Settings

Use the Extended Manager Update Protocol Settings page (PeopleTools > Utilities > Administration > Manager Auto Update
Settings) to disable the Extended Manager Update Protocol for selected managed objects. The Extended Manager Update
Protocol feature is a series of SQL statements that synchronize managed object cache with the database.

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See Also
Product documentation for PeopleTools 8.61: System and Server Administration, “Using PeopleTools Utilities,” Using
Administration Utilities, Manager Auto Update Settings.

Maintain Database Sequences

Use the Maintain Database Sequences page (PeopleTools > Utilities > Maintain Database Sequences) to define a database
sequence as a managed object. You can define a database sequence to generate a series of numbers for applications such
as getting new purchase order numbers or employee numbers.
See Also
Product documentation for PeopleTools 8.61: System and Server Administration, “Using PeopleTools Utilities,” Using
Maintain Database Sequences.
Product documentation PeopleTools 8.61: Application Designer Developer’s Guide, “Administering Data,” Specifying Create
Options.

Usage Monitor
This section includes the following Usage Monitor enhancements:
• Support for Standalone Usage Monitor to track PT-ADS Instance Usage
• Moving the usage monitoring related options

Support for Standalone Usage Monitor to track PT-ADS Instance Usage

This enhancement adds the ability to track PeopleTools ADS instances accessed by users in the PeopleSoft environment via
the standalone Usage Monitor. The data collected will enable users to understand what ADS instances are mostly used in
their environment and can assist in impact analysis of change package maintenance updates of different data set instances.
See Also
Product documentation for PeopleTools 8.61: Usage Monitor, " Getting Started with Usage Monitor,” Usage Monitor
Overview.
Product documentation for PeopleTools 8.61: Usage Monitor, " Getting Started with Usage Monitor,” Enabling Usage
Monitor.

Moving the Usage Monitoring Related Options

The Lifecycle Tools Options Page has been moved to the new Usage Monitoring Options page where all the usage
monitoring related options will be available.
See Also
Product documentation for PeopleTools 8.61: Usage Monitor, "Getting Started with Usage Monitor," Enabling Usage Monitor.

REPORTING AND ANALYTIC TOOLS ENHANCEMENTS

This section discusses enhancements made to reporting and analytic tools in the following areas.
• Query
• BI Publisher for PeopleSoft
• Process Scheduler
• PS/nVision
• SQR for PeopleSoft Developers

Query
This section includes the following Query enhancement.

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Indicating the Return of No Matching Data on Email Subject Line
When a query returns no matching rows, email recipients receive a notifying email with a file attachment. PeopleTools now
informs you through the subject line of these emails that no matching rows were found when the query returns with no
result.
See Also
Product documentation for PeopleTools 8.61: Query, “Modifying, Scheduling, and Organizing Queries,” Scheduling Queries,
Selecting Process Requests.

BI Publisher for PeopleSoft

BI Publisher includes the following enhancements in this release.
• Support PCL and PS Formats for Non-Printer Output Type
• Configurable Submit Button

Support PCL and PS Formats for Non-Printer Output Type

In prior releases, BI Publisher reports can be printed to PCL (Printer Command Language) and PS (PostScript) compatible
printers. The Process Scheduler Request page allows you to select PCL and PS as output formats when you select printer as
the output type.
With this release, BI Publisher for PeopleSoft enables you to schedule printer-specific output formats, such as PS and PCL
(with the addition of PDF for Excel template-based reports), to output types other than printer. Set the property
psxp_printformat_printeronly to false from its default of true.
See Also
Product documentation for PeopleTools 8.61: BI Publisher for PeopleSoft, "Running, Locating, and Viewing BI Publisher
Reports," Printing PDF Reports in PCL and PS Formats.
Product documentation for PeopleTools 8.61: BI Publisher for PeopleSoft, "Setting Up BI Publisher," Defining Global
Properties.

Configurable Submit Button

In this release, you can further customize the submit button settings for a submittable PDF report. The new properties are
added to the existing property group PDF Submit Settings on the BIP Global Properties page or on the Report Definition
Properties tab for an individual BIP Report Definition.
See Also
Product documentation for PeopleTools 8.61: BI Publisher for PeopleSoft, "Setting Up BI Publisher," Defining Global
Properties.

Process Scheduler
Process Scheduler includes the following enhancement in this release.

Changing Trace Option for Restartable Process

Process Monitor now enables you to dynamically change the trace value of a process to a desired setting when restarting the
process, so that you can debug failed processes more effectively. The Trace Options field and Tool Tip help are displayed
when selecting the restart option after the run status of the process is moved to Queued. This is applicable for Application
Engine, SQR Report, and COBOL process types.
See Also
Product documentation for PeopleTools 8.61: Process Scheduler, "Using Process Monitor," Update Process.

PS/nVision
PS/nVision includes the following enhancement in this release.

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Entering Comments in OpenXML Mode
You can now enter comments in Excel layouts in the OpenXML mode of nVision for better clarity of actions during
processing. Once you run the layout, the comment takes an appropriate position according to the insertion or deletion of
rows and columns in the final report.
See Also
Product documentation for PeopleTools 8.61: PS/nVision, “Using Layouts,” Enter Comments in OpenXML Mode.

SQR for PeopleSoft Developers

This section includes the following SQR enhancement.

Updated PDFlib Version

Starting with PeopleTools 8.61, SQR uses PDFLib 10.0.1 for Windows, Linux, Aix and Mainframe and PDFLib 9.1.2 for Solaris
and HP to generate the tagged PDF documents by calling the respective tagged PDF API calls.

See Also
Product documentation for PeopleTools 8.61: SQR for PeopleSoft Developers, “Generating Tagged PDF Output from
SQRProgram,” Tagged PDF Overview.

INTEGRATION TOOLS ENHANCEMENTS

This section discusses enhancements made to integration tools in the following areas:
• MultiChannel Framework
• Integration Broker

MultiChannel Framework
MultiChannel Framework (MCF) includes the following enhancement in this release.

Reading Signed and Encrypted S/MIME Formatted Emails

PeopleTools now facilitates the reading and processing of S/MIME formatted signed and encrypted emails with Microsoft
Security when you configure the existing PeopleSoft pages by adding public certificates, private keys, and private key
passphrases to the database. This may have some impact on the processing speed of the emails; however, you can ensure
that the impact is minimized by reducing the email size or the number of emails retrieved. The configuration is done
through a newly introduced configuration page and is only available through our OAuth2/HTTPS protocol.
See Also
Product documentation for PeopleTools 8.61: MultiChannel Framework, "Configuring the Email Channel," Configuring
Signed and Encrypted Emails.

Integration Broker
Integration Broker includes the following enhancements in this release:
• Application Services Framework Enhancements
• REST Framework Modifications
• Service Monitor Enhancements
• Option to Turn Off OAuth2
• Digital Signing Option on Outbound Response

Application Services Framework Enhancements

This enhancement contains the following updates to Application Services Framework to make it be Oracle REST Compliant:
• To support XML as a data structure, the Support XML checkbox is added on the Application Service main page for
Provider defined Application Services.

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 • A new Parameter called Binary is available as an input/out parameter type to handle Binary Data.
• In PeopleTools 8.61, PeopleSoft will deliver the HTTP Options functionality disabled by default. You can enable
accepting the HTTP Options in the IntegrationGateway.Properties file on the web server.
• In this release, PeopleSoft adds support for the HEAD Method. The HEAD method is used to ask only for
information about a document, not for the document itself. If a GET method is valid then the same call can be made
with HEAD.
See Also
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Application Services," Creating a New Provider
Application Service.
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Application Services," Adding Method to the
URI Template for Provider Application Services.
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Application Services," Adding Reusable Base
Parameters.
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Application Services," Adding Base Template
Parameters.

Rest Framework Modifications

This enhancement contains two changes to the original REST designer to make it be Oracle REST Compliant:
In PeopleTools 8.61, PeopleSoft will deliver the HTTP Options functionality disabled by default. You can enable accepting the
HTTP Options in the IntegrationGateway.Properties file on the web server.
In this release, PeopleSoft allows the HTTP DELETE method to optionally process an entity body on REST Services. You can
optionally add a request message and content type to a REST Service Operation for Delete.
See Also
Product documentation for PeopleTools 8.61: Integration Broker, "Managing REST Service Operations,” < Understanding
REST Service Operations> REST Methods.
Product documentation for PeopleTools 8.61: Integration Broker, "Managing REST Service Operations,” < Understanding
REST Service Operations> REST Messages.

Service Monitor Enhancements

In PeopleTools 8.61, if the Service Configuration page has the Service System Status set to 'Production', then default value of
the Integration Broker Domain Status will be set to Active.
The Archive Monitor Data page is replaced by the Archive/Delete Monitor Data page. On this page you can now delete,
without archiving, synchronous or asynchronous or both types of service data from IB message detail.
See Also
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Pub/Sub Server Domains,” Working with the
Domain Status Page.
Product documentation for PeopleTools 8.61: Integration Broker, " Running Batch Service Operation Archiving and Deleting
Processes”.

Option to Turn Off OAuth2

PeopleSoft now provides the ability to turn off OAuth2 validation for Provider REST Services to allow the implementation of
an authorization server that is currently not supported by the IB framework. The new TurnOffOAuth2 property can be
enabled on the integrationGateway.properties file to disable the OAuth2 validation.
See Also
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Integration Gateways,” Disabling OAuth2
Authentication for REST Integrations.

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Digital Signing Option on Outbound Response
Added a Request Alias Name option in the Routing – Parameters page for Synchronous provider web services to support
digitally signed responses when the integration is defined as a web service.
See Also
Product documentation for PeopleTools 8.61: Integration Broker, "Managing Service Operation Routing Definitions,”
Defining Routing Parameters.

LIFECYCLE MANAGEMENT TOOLS ENHANCEMENTS

This section discusses enhancements made to lifecycle management tools in the following areas.
• Change Assistant and Update Manager
• Application Data Set
• Upgrade Compare and Copy
• Data Mover
• Test Framework

Change Assistant and Update Manager

Change Assistant and Update Manager includes the following enhancements in this release:
• PUM Automated Updates
• Viewing maintenance levels on PeopleSoft environments
• Enabling View Log context menu for steps with sub-jobs
• Enhancing re-apply of PRPs in Change Assistant for better logging
• Modifying merge session rules
• Identifying object versions participated in merge process

PUM Automated Updates

From PeopleTools 8.61, you can upload customizations and enable object merge from PAU as well. Earlier you could perform
these operations only through Change Assistant.

A new database orientation Customization Instance is introduced on the Manage Databases page. This orientation allows
customization projects to be directly uploaded from remote databases using PAU.
See Also
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using PUM Automated Updates",
Setting Credentials for Automation.
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using Administer Metadata,”
Defining and Managing Databases Using Update Manager.

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Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using Administer Metadata,”
Defining and Managing Database Activities.

Viewing Maintenance Levels on PeopleSoft Environments

From PeopleTools 8.61, PUM administrators can know how current is their target database.
The PUM source calculates the highest Image maintenance number where 90% or more of the delivered fixes up to that
Image number are applied to the target database.
PeopleTools 8.61 lets customers with the PTPT4310 permission list and the Lifecycle Updates role to view how current is
their non-source environment. The non-source environment can be development, test, or production database where the
change packages are applied.
Customer can access this information from the new About Applied Updates page. The navigation to the new page is
PeopleTools, LifeCycle Tools.
See Also
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using Administer Metadata",
Defining and Managing Databases Using Update Manager, Viewing Maintenance Levels of Target Environment.

Enabling View Log Context Menu for Steps with Sub-Jobs

From PeopleTools 8.61, the View Log context menu is enabled in Change Assistant while running the steps Running a
DBTSFIX Report, Updating PeopleTools System Tables, and Loading Base Data.
Earlier, the View Log context menu used to be enabled for these steps only if the steps were Completed, Failed or in Warning
status.
With this ability to open the View log context menu, user will now be able to review the sub-job status and steps.
Change Assistant is now enhanced to mark the main step as Failed when the sub-step is cancelled in the sub-step popup
window. This allows users to restart or run the step again.
See Also
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Running Upgrade Jobs with Change
Assistant,” Reviewing Sub-Steps.

Enhancing Re-Apply of PRPs in Change Assistant for Better Logging

From PeopleTools 8.61, when you re-apply PRPs using the REPLACE parameter, Change Assistant provides more
information about the REPLACE parameter value and adds more information about already applied PRPs in the logs for
more clarity.
If the REPLACE parameter is set to N, then from the given list of PRPs, the PRPs that you applied previously will not be
reapplied. Only the PRPs that are not yet applied will be applied in the current run.
If the REPLACE parameter is set to Y, then Change Assistant needs to apply all the PRPs from the given list.
See Also
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Running Change Assistant from
Command Line,” Constructing Command Lines to Create and Apply Change Packages, Command Line for Applying
Downloaded PRP to PeopleSoft Update Image.

Modifying Merge Session Rules

You can now modify the merge rules of the current or a specific merge session of the Running the Merge Analysis Process
step without having to modify the default global merge rules defined in Tools, Options, PUM Source tab.
Introduced the Save for Session button on the Edit Merge Rules window in the Merge Action menu. Use this button to
modify and save merge rules for a specific session. To apply the modified rule, re-run the Running the Merge Analysis
Process step.
Keep modifying the merge rules until you get a satisfactory result.

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You can also choose to set the modified merge rule that gave the satisfactory result as default for the future merge sessions.
See Also
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using PUM Automated Merge,” Edit
Merge Session Rules.

Identifying Object Versions Participated in Merge Process

Change Assistant is enhanced to show the object version numbers which participated in object merge process. Therefore,
you can view the customization object, its parent, and PUM delivered object version numbers on Merge page in Change
Assistant.
Also, the logs now display objects along with its version that participated in object merge process.
To provide meaningful names to objects, renamed Parent, Child 1, Child 2 to Baseline Object, Customized Object, and
Delivered Object respectively.
See Also
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using PUM Automated Merge,”
Understanding PUM Automated Merge.
Product documentation for PeopleTools 8.61: Change Assistant and Update Manager, “Using PUM Automated Merge,”
Viewing PUM Automated Merge Sessions.

Application Data Sets

Application Data Sets includes the following enhancement in this release:
• Setting ADS Project File permissions for UNIX users
• Moving the ADS Project encryption option

Setting ADS Project File Permissions for UNIX Users

PeopleSoft provides an option to choose whether to grant read and write permissions to ADS project files to other UNIX
users.
See Also
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Implementing Data Security,” Setting ADS
Project File Permissions for UNIX Users.

Moving the ADS Project Encryption Option

The ADS encryption setting is moved from the PeopleTools Options page to the new ADS Options page.
The navigation to the new page is PeopleTools, Lifecycle Tools, Migrate Data.

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See Also
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Implementing Data Security,” Encrypting Data
Set Project Files.

Upgrade Compare and Copy

Upgrade Compare and Copy includes the following enhancements in this release:
• New command line parameters for compare reports
• Securing browser compare reports

New Command Line Parameters for Compare Reports

With this release, added new command line parameters that can be used while generating compare reports.
The parameters are -SHPRG, -SHLNS, -DIFCLR, -DDCLR, and -DELCLR.
Use these parameters to decide whether the entire program can be shown or only the differences can be shown in compare
reports. In addition, you can choose colors for the differences, additions, and deletions.
These configurable parameters are used when Application Designer is run on command line to generate Traditional
compare reports, PrintProject compare reports, and Browser compare reports.
The colors for the compare reports can be customized in Report Data Color on Report Options page. The customized color’s
hex value can be passed along with the -DIFCLR, -DDCLR, and -DELCLR parameters.

See Also
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Upgrading with PeopleSoft Application
Designer,” Using the Upgrade Workspace.
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Using Command Line Parameters,” Command
Line Parameters.

Securing Browser Compare Reports

From PeopleTools 8.61, you can secure browser compare reports by setting a password while generating the report. To
secure the report while running the Application Designer in command line mode, use the new CMPXMLPASS parameter. To
secure the report while running the Application Designer in GUI mode, set the Password Protected option on the Report
Options tab in the Upgrade Options dialog box.

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See Also
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Upgrading with PeopleSoft Application
Designer,” Using the Upgrade Workspace.
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Using Command Line Parameters,” Command
Line Parameters.

Data Mover
Data Mover includes the following enhancement in this release.

New Data Mover Parameter

In this release, added a new parameter IGNORE_SPLCHARS which would be used in SET command. When this command is
set with ON option, special characters, such as colon in a SQL string is not treated as a bind variable.
Also, the carriage returns and spaces in a SQL string are not skipped and gets inserted into the database as it is written in
the DMS script. This ensures that INSERT statements in a DMS file is inserted into database tables as it is written. The default
value is OFF. The syntax is SET IGNORE_SPLCHARS ON;

See Also
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Using PeopleSoft Data Mover,” Data Mover
Script Commands.
Product documentation for PeopleTools 8.61: Lifecycle Management Guide, “Using PeopleSoft Data Mover,” Using
PeopleSoft Data Mover Commands.

Test Framework
This section describes the following Test Framework enhancement.

Support for OpenSearch Dashboard Automation in PeopleSoft Test Framework

In this release, PeopleSoft Test Framework adds PTF support for OpenSearch dashboards which includes PTF recorder and
PTF playback support.
See Also
Product Documentation for PeopleTools 8.61: Test Framework, "Test Language Reference," Dashboard.

ACCESSIBILITY ENHANCEMENTS
Enhancements provided to improve accessibility in PeopleTools 8.61 are listed in the following table:

ENHANCEMENT SOURCES OF ADDITIONAL INFORMATION

As an addition to the currently available accessibility features, PeopleTools 8.61: Accessibility Guide, “Using
PeopleSoft introduces the Accessibility button. This button will be PeopleSoft Accessibility Features,” Using the
located in the Quick Access Bar and available only in Fluid. Use the Accessibility Button in Fluid
Accessibility button, to enable screen reader mode, and view keyboard
shortcuts and additional Accessibility Help information configured by
administrators.
Added the Define Accessibility Help page where administrators can
edit or add information in the additional Accessibility Help page.

DEPRECATED PRODUCTS AND FEATURES

PeopleTools 8.61 is the last release where the following connectors are supported:
• AS2 Connector
• FTP Target Connector

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These connectors will be removed in future PeopleTools release.

DOCUMENT CHANGE HISTORY

This section describes the changes made to this document after the initial posting. Please make a note of these changes if
you have downloaded previous versions.

DATE VERSION CHANGE TO DOCUMENT

January 17 2024 1.00 Initial document posted.

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