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On one regular day I got an Issue assigned to me with this title Migrate the work Center from Development to QA Environment. That is the fist time I heard this word WORK CENTER.

Our Business Analyst created these WorkCenters.

In brief the WorkCenter is a new feature delivered in 9.2 designed to streamline and organize how users interact and manage a set of processes within PeopleSoft. It provides for a streamlined user interface and reduces the need to navigate to various places to complete a set of transactions or tasks.

WorkCenters reduce the number of clicks to manage a set of processes by centralizing related transactional processes, setup tables and reports. In a WorkCenter design, processes can be organized with all the relevant information in one location. Users can see relevant information for each process at a glance.

A typical workcenter looks like this.







The Work Centers contains PageLets and Pagelet contains Links which guides you to specific functional processes. This design allows the user to navigate to different areas of the system without actually leaving the WorkCenter page.

As a developer I followed these steps to migrate the WorkCenter to next higher environment.

First Navigate to this WorkCenter definition shown below.







Click Edit configuration it will take to this page show below.







Using your App Designer Insert the name next to "Menu Item" into the project.







Using the App Desinger Insert the Pagelet Name which are listed in the Pagelets grid. Notice that the PAGELET defintions are prefixed with ADMN_








(WHEN INSERTING INTO A PROJECT ALWAYS INSERT THE RELATED DEFINTIONS BY HIGHLIGHTING THEM AS SHOWN IN THE PICTURE ABOVE).



Search for the Pagelet definition listed in the Pagelets grid as shown below While searching REMOVE THE ADMN Prefix and search for it. Also remove few chars and use wild char % to search for the pagelet definition.








In the Second tab you see the collection name, I see it as a Folder in or regular Navigation collection..

Insert that in to the project as shown below. Make sure you insert the child objects by selecting the Highlighted related definitions.






Save this Project, these are the object that should be migrated to the next higher environment. Now we have to migrate the Pagelet definitions using datamover scripts.


Go to the navigation as shown below and select your pagelet definitions to Generate Scripts








When you click Generate Scripts it will create scripts like this.








After migrating the project and running these Export/Import DMS scripts I expect to see the workcenter in the Next environments. I am not sure what I missed , the Work Center Child objects didn't showed up in the next environment.








So I used this DMS export script to move this Data based on the PORTAL_OBJNAME, the PORTAL_OBJNAME is the Name shown next to Menu Item in the above picture.



Set output Vamsi.dat;

Export PS_PTAL_PAGE where PORTAL_OBJNAME = 'XXXXXXXXXXXXXXX';

Export PS_PTAL_PAGELET where PORTAL_OBJNAME = 'XXXXXXXXXXXXXXX';

Export PS_PTAL_PGLTGRP where PORTAL_OBJNAME = 'XXXXXXXXXXXXXXX';



Make sure you bounce the App Server,Clear the Web Server cache and Run the Portal Security Sync.


As with all areas of PeopleSoft, WorkCenters are role based, so existing security will apply as users navigate. In other words, if a user does not have access to a particular functional or transactional page, they will not be able to see it in their WorkCenter.





Posted by: Vamsi      Date: 2016-05-26




Thanks!!! this is really helpful. Followed the steps and I can see workcenter without any issue

Posted by:R Date:2016-05-28
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