In this post, I will provide detailed instructions on adding a PeopleSoft portlet to WebCenter.
A new updated and expanded version of this post, which includes information about how to configure security is located here.
I often get asked about exposing functionality from PeopleSoft through WebCenter – how do you do it? How hard is it? Here is a quick guide that shows you just how fast and easy it is!
Here I am using PeopleSoft 9 with PeopleTools 8.48 and WebCenter 22.214.171.124.
The first step is to log on to PeopleSoft and tell it to expose some functionality as a WSRP portlet. Here we log on to PeopleSoft using the PS user:
Now, navigate to the PeopleTools menu, then Portal, then Structure and Content.
Now, we select the area of functionality we want to expose. In this example, I am going to choose Self Service.
We navigate down to the page we want, in this example, going into Time Reporting.
And then Report Time.
Now we click on the Edit link to the right of Timesheet.
In the administration page that is displayed, all we need to do is check the WSRP Producible checkbox, as shown, and then click on the Save button.
We can repeat these steps for any other functions that we want to expose as portlets. In my example, I have also exposed Personal Information as you can see in the image below. You can get to this page by navigating to the WSRP Production menu item underneath PeopleTools and then Portal. When you have exposed all of the functions you want to, expand the Web Service Endpoint URL box as shown, and take a note of the URL listed there, you will need this later.
That’s all we need to do in PeopleSoft, now we go to the Enterprise Manager to register our portlet(s). This is accessed at http://yourserver:7001/em in a default install. Login using an administrative user (e.g. weblogic) and navigate to the webcenter item under the Farm_your_domain > WebCenter > WebCenter Spaces menu. Then open the WebCenter drop down menu (as shown) and select Register Producer from the menu.
Here we just need to give our producer a name, I used PeopleSoft, and provide the URL we copied down earlier. Then add ?wsdl to the end of the URL, as shown in the diagram. This tells Enterprise Manager to read the definition of the portlet, not the actual portlet itself. Enterprise Manager needs this information to register the portlet(s).
Click on OK to save that, and now we are ready to go and use our portlet!
Log on to WebCenter Spaces as any user, and create a new page in your Personal Space, but clicking on Create Page… in the Page Actions menu as shown.
You need to provide a name for your page, I called mine PeopleSoft Page, and select a layout, I used Stretch.
Now click on the Add Content button in the area where you want to put your portlet. I used the main (lower) area. With the Stretch layout that I selected, this one will expand to fill all available space on the page.
Composer will appear, and you can navigate into the Portlets folder to find our new portlet.
Here you will see the name you gave to the producer, PeopleSoft in my case. Click on this to drill down to the portlet(s).
Now we see the two portlets that I exposed in PeopleSoft. I am going to add the Personal Information Summary to my page. Click on the Add link to do this, then the Close button to close Composer and return to your page.
By now the portlet will have probably rendered in your page and will look a bit like the imagebelow. Click on Save and then Close to get out of page editing mode and back to normal user/view mode.
Since we have not set up any single sign on yet, the PeopleSoft portlet is asking us to sign on to PeopleSoft. Here I am using one of my demo users to log in to PeopleSoft:
And now we see the PeopleSoft portlet presenting information to us. It’s as easy as that!
Of course, you can add more portlets to the page, and resize the portlet, and so on. All the normal WebCenter capabilities are available.