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Technical Terms

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Application Designer Hot fix Patch Report Manager
Application Explorer Instance PeopleCode Report Repository
Batch Instance refresh Permission lists Role
Browser based Instance restore PIA instance Screen
Bundle Integration Broker Portal SDLC
Business Interlink Interface Process Scheduler Self-service
Business process map Load Runner Project management Server (Web, Application, Database)
Business requirements Mainframe PS ID SQR
Component Interface Menu path PS/nVision Technical resource
Cystal Reports NAL PS Query Test case
Data conversion Network ID PS Tools Test plan
Data Warehouse Online PS Tools update Usability
Enterprise Performance Management Oracle PS Tools upgrade XML
Functional resource Page Operating system Two-tier access



Definition / Working Example


Application Designer

A PeopleSoft development tool where a developer would create field definitions, record definitions, page definitions and menu definitions and all other online objects for performing modifications to the system.

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security

Application Explorer

A Novell tool that supports the installation of software and PC registry changes.  Used with PeopleSoft to support the installation of the two-tier client software.



Executing a series of non-interactive jobs in a given sequence.  Batch jobs are often stored up during normal working hours and then executed during the evening or whenever the system is less busy. 


Browser Based

Users launch a HTTP/HTML browser (i.e. Internet Explorer, Netscape, etc.) and they enter an URL which passes them to a web server and consequently to the intended application. 

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security


A term to indicate PeopleSoft has grouped updates and fixes into a single patch.


Business Interlink

PeopleSoft Business Interlinks is a deprecated product. Support will be maintained for this product, but no new development will be produced for Business Interlinks and documentation for Business Interlinks will not be published in future releases beginning with PeopleTools 8.45. PeopleSoft advises that you use PeopleSoft Integration Broker's sync request and response functionality in place of Business Interlinks.


Business Process Map

A graphical representation of a business process which shows the activities of the process and the interrelationship to create outputs of value.


Business Requirements

Documented activities and procedures carried out by the user community in performing the business role of an organization.


Component Interface

A component interface is a PeopleTools object created in Application Designer. It allows another external application to share data with the PeopleSoft system. The external applications does not have to be concerned with the details of PeopleSoft page structures and component definitions in order to access the underlying data and business logic through the component interface.

Adapted from the PeopleTools 8.14: Component Interfaces manual

Crystal Reports

A reporting tool used to generate easy to read and print reports from subsets of Peoplesoft data extracted by PS Query statements.


Data Conversion

The process of moving data from 1 or more systems to a new system. This can include data cleanup, changing data values and creating new data.


Data Warehouse

A Data Warehouse is a collection of data designed to support management reporting and decision making.


Network ID

Use your Network ID and Password to access secure websites and resources that require a higher level of security, including PeopleSoft.


Enterprise Performance Management (EPM)

A Peoplesoft module providing the foundation and structure for a variety of separately licensed applications, such as budgeting, used to plan, measure, analyze and monitor enterprise activities tracked in other modules such as General Ledger and HR.


Functional Resource

Business Analysts and persons that are the most familiar with business processes.


Hot Fix

Bug fixes that programmers make to PS code to enable the system to function.  This is only done for corrections taking less than a couple of hours and for bugs that are stopping project progress.  These bugs are always reported to PS Customer Connection and are always logged in change logs.



Another name for an oracle database.


Instance Refresh

A process by which a database backup can be used to change the data and tools tables in another instance.


Instance Restore

A process by which instance data and tools objects are restored to a previous point in time.


Integration Broker

PeopleSoft Integration Broker is a middleware technology that facilitates synchronous and asynchronous messaging among internal systems and trading partners, while managing message structure, message format, and transport disparities. Because of its modular design, many elements that you develop for an integration using PeopleSoft Integration Broker can be reused in other integrations.



Physical or functional interaction between different systems.


Load Runner

A powerful simulation tool capable of simulating large numbers of concurrent virtual end-users.  Valuable in testing the scalability and durability of applications and infrastructures.  Very useful in diagnosing bottlenecks, choke points and other system limitations.



The server that currently houses the CICS application. 


Menu Path

Application navigation to a page within an application.

OIT Data Security


See Application Explorer



Processing that involves accepting input from a human.  Interactive computer systems are programs that allow Users to enter data or commands. 


Operating System

The operating system is most important program that runs on a computer. Every general-purpose computer must have an operating system to run other programs such as PeopleSoft and Oracle. Operating systems perform basic tasks, such as recognizing input from the keyboard, sending output to the display screen, keeping track of files and directories on the disk, and controlling peripheral devices such as disk drives and printers. It also has the responsibility to make sure that different programs and users running at the same time do not interfere with each other. In addition, the operating system is responsible for security, ensuring that unauthorized users do not access the system. PeopleSoft runs under
UNIX- Solaris 9 with eTrust Access Control as the security package.



The database platform which stores the PeopleSoft tables and data. Development staff and technical staff have been granted appropriate access directly to the databases.  Connectivity to the database directly is achieved through a variety of tools (e.g., sqlplus, TOAD, etc.)  Most end users do not need direct Oracle access. 



Typically what is displayed in your browser window when logged into the PeopleSoft Financials application.



A PeopleSoft update or fix to the application system. 



PeopleCode is PeopleSoft’s proprietary computer language used in the development of PeopleSoft applications. It allows application developers to modify, enhance, or extend the functionality delivered by the basic applications delivered PeopleSoft. Most of the University customizations to the PeopleSoft system involve the use of PeopleCode.

Adapted from the PeopleTools 8.14: PeopleCode Developer's Guide

Permission Lists

A set of specific authorizations needed to carry out a business task or set of tasks.  The permission list components are: General Permissions, Pages, PeopleTools, Query, Sign-On Times, Process, Component Interfaces, Message Monitor, Web libraries, Mass Change Security, Links and Personalizations

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security

PIA Instance

PIA = PeopleSoft Internet Architecture – the components are an internet browser, web server, application server, and database server.  A PIA Instance must contain all of these components.

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security


A single place that allows views to other systems.


Process Scheduler

A PeopleTool that allows you to request background processes to be run on a Windows client workstation, on a dedicated application server or on the database server itself.  Processes can be run as soon as possible or can be scheduled to run at specific times on the server.  Status is checked with Process Monitor.

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security

Project Management

The planning, scheduling and controlling activities to achieve performance, cost and time objectives for a givens scope of work, while using resources efficiently and effectively.



A unique identifier for each PeopleSoft user.  The Network ID is used as the PeopleSoft ID.

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security


Specialized software that generates Excel spreadsheet reports
from subsets of Peoplesoft data using PS Query statements, ledgers and trees
as input.


PS Query

A query building tool provided by Peoplesoft.  It allows users to
build and run SQL (Structured Query Language) statements (queries) to
extract specific  information from the Peoplesoft database.


PS Tools

The underlying technical toolset for PeopleSoft, usually referred to by the version number (e.g., Tools 8.45).


PS Tools Update

A PS Tools update is like an application patch but is applied to the tools.  The level is 8.xx.yy where yy is the update and is to fix problems identified after a tools upgrade is released.


PS Tools Upgrade

A PS Tools upgrade is changing the level from z.xx.yy where xx is the level being changed.  The release schedule is about twice a year and will have major new functionality.  If there is an upgrade to the application, z usually changes also.  


Report Manager

The place within the Peoplesoft web interface where users
schedule reports and view their status, messages about, and content.


Report Repository

The Report Repository is the designated server where report output and metadata (e.g. job status, run information, logs) from which these items can be accessed and viewed through the Peoplesoft web interface.



A named set of work that a user can do.  A role is associated with one or more permission lists that authorize access to particular system functions to accomplish the work implied by the role.  The Role components are: General, Members, Dynamic Members, Permission Lists, Workflow, Role Grant, Role Queries and Audit

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security


Typically what is displayed when logged into the mainframe financials application.



Software Development Lifecycle: considered to comprise all activities and efforts undertaken during the course of program development.  Traditionally considered to be Analysis, Design, Development, Testing, Documentation, Training and Implementation.



Access that pertains to reviewing or updating your own records.


Server (Web, Application, Database)

Web Server – users connect to the application from a web browser using HTTP/HTML to a JAVA enabled web server.  The web server uses JOLT to communicate to the application server.
Application Server – reduces LAN traffic, improves system scalability, has LDAP (Lightweight Directory Access Protocol) services functionality, facilitates browser connections through a web server, where all the PeopleSoft logic occurs, generates virtually all SQL for the application.
Database Server – houses your database engine, all of your system and application tables, and all of your data.

PeopleSoft PeopleTools—PeopleSoft Internet Architecture and Security


Structured Query Reporting - A specialized reporting language (like COBOL) and set of tools used to process and report on Peoplesoft data. Often used for batch processing.


Technical Resource

Persons who support the applications, software, hardware, development activities including application developers, change management, production services, computer operations and data security.


Test Case

The most granular of tests; typically designed to test one field, function or page.  Example: ability to log in to application and authenticate to X.500.


Test Plan

A group of test cases logically grouped together to test  a set of fields, functions or pages.


Test Strategy

A Testing Strategy document articulates the approach the testing team will utilize to execute and complete all related testing items.  Typically will list roles and responsibilities, assumptions and constraints, resources and timeframes, as well as prioritization of scope, risks and dependencies.


Two-tier Access

Requires a desktop installation of PeopleTools.  Needed for some functions, such as creating nVision reports.



User-centered design.  Making the applications work for end users.  Supported by Usability Services in Web Development.



Extensible Markup Language allows designers to create their own customized tags, enabling the definition, transmission, validation, and interpretation of data between applications and between organizations.