psadmin.io Themes for PeopleTools 8.59

We are releasing our newest version of our Themes for PeopleSoft 8.59 (and 8.58). We use these stylesheets on our non-production environments so that users can easily recognize which environment they are in, and most important, know they aren’t in production.

The Themes are released as an Application Data Set that you can easiliy import into your applications. The ADS project includes stylesheets and Branding Themes.

Importing Themes

Download the new themes from the Github respository. Under the Releases, you can download the lastest IO_STYLE_859.zip release. Unpack the zip file to your Data Migration File Location.

You use the Data Migration Workbench’s “Load Project From File” feature to import the themes and stylesheets.

Assigning Themes

To set the main theme for your system,

  1. Navigate to PeopleTools > Portal > Branding > Branding System Options
  2. Select the IO_ theme of your choice.
  3. You will also need to add a stylesheet for Classic Plus. Add the cooresponding IO_<color>_859_PTCP_SS as an additional stylesheet.

  1. If you have set Theme Assignments, you can update those as well under PeopleTools > Portal > Branding > Assign Branding Themes

SQL for Refreshes

Typically, the IO_STYLE_859 is load into production but not used. During your refresh, you can use the following SQL to configure your new environment to use a theme.

UPDATE sysadm.psoptions
SET
    ptbrandtheme = 'IO_GREEN_859_THEME',
    themestyletype = 'PTCP';

TRUNCATE TABLE sysadm.psoptionsaddl;

INSERT INTO sysadm.psoptionsaddl 
VALUES (
    'C',
    'CSS',
    'IO_GREEN_859_PTCP_SS',
    0
);

Colors

If you are just starting these stylesheets for your non-production environments, here is a suggestion for how to color code environments. This is how I use the colors:

Environment Color
Development 1 Green
Development 2 Teal
Development 3 Blue
Test Red
UAT/QA Grey
Sandbox Brown
Project 1 Purple
Project 2 Pink
Project 3 Yellow

I used https://colordesigner.io/ to help build the color schemes.

Orange

Primary Dark Light Accent
#FF8100 #FF5100 #FFAA00 #004757

Red

Primary Dark Light Accent
#94090D #5C0002 #D40D12 #1dfff9

Green

Primary Dark Light Accent
#097609 #075807 #70AF1A #591aaf

Purple

Primary Dark Light Accent
#553285 #36175E #9768D1 #a2d168

Blue

Primary Dark Light Accent
#0074D9 #00448D #7ABAF2 #f2b27a

Teal

Primary Dark Light Accent
#009798 #227273 #9DF3F4 #f49e9d

Yellow

Primary Dark Light Accent
#CCCC04 #8d8d03 #FFFF52 #5252ff

Brown

Primary Dark Light Accent
#A36F44 #6B4732 #F7DEB2 #b2cbf7

Pink

Primary Dark Light Accent
#AA3366 #552233 #CC5599 #55cc88

Grey

Primary Dark Light Accent
#707070 #3B3B3B #BABABA #FD7400

#322 – Control Groups

This week on the podcast, Dan shares some follow-up on the 8.59 Infrastructure DPK and its advantages, and then Kyle and Dan talk about using Control Groups on Linux.

Show Notes


#301 – Inverse Square

This week on the podcast, Kyle and Dan talk about Red Hat 8, containers, some issues with the latest PUM images, and a crazy fun inverse square function.

Show Notes


#297 – Rundeck and AJP

This week on the podcast, Dan talks about using Phire to compare with PeopleSoft Images, Dan and Kyle discuss some of the Lifecycle changes with PeopleTools, and then Kyle talks about using AJP with Rundeck.

Show Notes


#296 – SSOTester

This week on the podcast, Dan and Kyle discuss some edge-cases with Unified Navigation, how the SSOTester calls work, and some lessons learned when setting up Unified Navigation with Appsian. They also talk about 8.59 being available for on-prem customers and the July 2021 CPU release.

Show Notes


#293 – Hyper-V

This week on the podcast, Dan talks about his 8.59 testing experience, testing Hyper-V for PeopleSoft Images, and Kyle and Dan discuss compare reports from the Update Manager.

Show Notes


#289 – psadmin.conf 2021 Recap

This week on the podcast, Kyle and Dan recap the psadmin.conf 2021 conference. We share our thoughts on the sessions, great takeaways from the event, and our favorite moments.

Show Notes

#287 – Port Configuration

This week on the podcast, Dan and Kyle talk about some small and awesome UI updates in 8.59, issues with Dan’s preferred port configuration, and their favorite “Dirt and Worms” recipes.

Show Notes


PeopleTools 8.59 UI Changes

To start out, the User Interface (UI) changes in PeopleTools 8.59 are very good! There is a difference between seeing screenshots and using the application. The improvements to search make it a great navigation tool and navigating the system is more fun with updates to the Navigator and the new Quick Access Bar. I am excited to use applications on PeopleTools 8.59 after getting some hands-on time with the changes.

I have compiled is a list of changes and improvements that I think have the biggest impact, including some that were not talked about by the PeopleTools team.

Quick Access Bar

I really like this new Quick Access Bar. On the homepage, it sits on the left-hand side of the page and your favorites and recent places are just a click away. Getting these two collections of links out of the NavBar is a good change.

The Quick Access Bar is only the home page. I found myself wishing the Quick Access Bar was static on every page. I’m sure that would be some UI issues with Nav Collections, Work Centers, etc, but I think a persistent Quick Access Bar would be quite useful.

Breadcrumbs

In the Navigator, I’m excited that breadcrumbs are back! I think the way breadcrumbs are implemented is well done. In previous versions of the Navigator, there was a “Back” and “Top” buttons that you could use to move up the folder paths. This was functional but you don’t always know where you are in the Navigator. To be fair, the intent with Fluid Navigation is to use Nav Collections, Tiles, and Work Centers instead of the Navigator, but the Navigator still gets lots of use.

The breadcrumbs in 8.59 replace the “Back” and “Top” buttons.

I like this much better because you can go back to any point in the navigation hierarchy with just a click.

Alphabetical Sorting

The Navigator can now be sorted alphabetically, or use the original sorting. This does return another feature from previous versions of PeopleTools, but it’s a welcome change. I’ve worked at organizations that spend time customizing the Menu to be alphabetical. As a frequent user of the PeopleTools folder, I appreciate that both sorting options are offered.

I also like that the alphabetical sorting option has groupings for each letter to make it easier to find the folders you are looking for.

New Icons

The icons throughout the Homepage, Search Bar, NavBar and Quick Access Bar have a new clean, and simple look. The icons for folders and content references are distinct and the use of color is helpful. The icons are also present in the search results and a Recent Items icon in the search bar helps you easily find what you are looking for.

I would like to see this icon style adopted by the default tile images to provide a stronger brand feeling.

Search Bar

On the Homepage, the Search Bar is featured at the top. I like the ever-present search bar; it is quicker to use and having the search bar waiting for you feels more like a search-driven UI. The menu search seems much faster, the type-ahead searching is responsive, and the ability to enable Real Time Indexing on the Recent Places items is very useful.

Notifications and Fluid Search Results

Notifications are now prominent on the Homepage in their own right-hand pane. I think this is a great change that will hopefully drive more adoption for notifications within PeopleSoft. Clicking on a notification will bring you to the page that needs your attention. But you can also view all of your Notifications as a collection. This new view has some interesting UI changes in 8.59 that are good and bad.

First, in the header, there are new forward/back buttons that will take you through the list of work. These exist elsewhere in 8.59 on Fluid Pages. (The Real Time Indexing page is where I also saw this behavior). The continues a trend in PeopleTools where action buttons are moved into the Header. In classic pages, the action buttons are mostly at the bottom of the content page. I like the forward/back buttons when working through a list.

Second, the normal header buttons are hidden behind the Action Menu. I don’t like this. If I’m working through a list of notifications and I’m done, my next action is to go somewhere else in the system (or log off). The Home, Search, and NavBar buttons are now buried under an extra click. I feel the Home and Search buttons should always be visible to users; the NavBar makes sense to hide if you short on space in the Header.

Third, from time to time the left also minimizes to a yellow bar on the left-hand side. This doesn’t seem to replace the little “tab” when collapsing the left-hand pane in Nav Collections, it does seem to show when the page is wider than your browser to give you some extra screen real estate. The inconsistency is throwing me off, but maybe that’s because this is all new.

[UPDATE: 4/13/2021]

I can’t believe I posted this blog post without calling out the Process Monitor changes!

Process Monitor

The Process Monitor has the most changes I have seen since working with PeopleSoft! (8.4 was just released when I started my career). There is now “Clear” button to remove any filters you have added, and “Reset” button to set the Process Monitor back to default settings. Both buttons are long overdue!

There is a new field on the Process Monitor grid that gives you quick access to pages under the Details page. You don’t save any clicks, but the Action menu is faster than loading a subpage and clicking another link.

These are good changes and it’s nice to see a page that is used by so many users given some love. I’d call it Process Monitor 1.1. The PeopleTools team could take some more cues from the Process Monitor 2.0 project.

#284 – PeopleTools 8.59

PeopleTools 8.59 is Generally Available! Dan and Kyle talk through their favorite features and changes in the latest release of PeopleTools.

PeopleTools Team Blog Post for 8.59

Show Notes

  • PeopleTools 8.59 is GA @ 1:00
  • DPK Changes @ 3:30
  • UI Updates @ 14:45
  • Search Improvements @ 18:00
  • Notifications @ 24:00
  • Lifecycle Management @ 27:00
  • Configuration Improvements @ 37:00
  • Process Scheduler Improvements @ 44:00
  • Cloud Integration @ 46:30