PeopleSoft 9.1: HCM Security Overview

This course provides an overview of security for PeopleSoft HRMS. Students will be taught the basics of application security and reporting security. The course focuses on setting up and maintaining data permission security using the many available options. Those who need more technical details about how to implement LDAP and other security components should take the PeopleSoft Security course.

Learn To:

• Describe the Four Security Layers of the PeopleSoft System
• Set Up and Use Application Security
• Work with HRMS Data Security
• Implement HRMS Data Security
• Maintain Data Permission
• SetUp Reporting Security

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Security Administrators
• Administrator
• Application Developers
• System Analysts

Course Topics Course Overview

• Agenda

Technology Overview

• Describing the Four Security Layers of the PeopleSoft System
• Describing Data Permission Security
• Describing Report Security
• Describing Sources of Information About PeopleSoft Security in PeopleBooks

Setting Up and Using Application Security

• Explaining How Security Access Is Assigned to System Users
• Using Permission Lists to Grant Security Access
• Using Roles to Grant Security Access
• Using User Profiles
• Creating and Locking User Profiles by Groups

Working with HRMS Data Security

• Describing HRMS Data
• Describing Security Data
• Describing Transaction Security Data
• Entering Transaction Security Data
• Entering User Security Data
• Describing Security Join Tables
• Describing the Data Permission Security Setup Process

Implementing HRMS Data Security

• Describing the Data Permission Security Implementation Process
• Selecting Data Permission Security Installation Settings
• Reviewing Security Sets
• Enabling Security Access Types

Assigning Data Permission

• Describing the Assign Data Permission Process
• Describing Row Security Permission Lists and Role-Based Permission Lists
• Setting Up Data Permission by Department Security Tree
• Assigning Tree-Based Data Permission to Row Security Permission Lists
• Assigning Row Security Permission Lists to Users
• Setting Up Data Permission by Role
• Assigning Role-Based Permission Lists to Users

Maintaining Data Permission

• Refreshing the User Security Join Tables
• Refreshing the Transaction Security Join Tables
• Creating Data Permission for Managers
• Managing Data Permission for Recruiting

Setting Up Security for Group Build and Global Functionality

• Managing Group Security
• Assigning Global Security

Setting Up Reporting Security

• Describing Query Security
• Defining Query Access Groups
• Explaining Query Data Permission

Course Review

• Describing the Four Layers of PeopleSoft Security
• Setting Up and Using Application Security
• Working with HRMS Data Security
• Implementing HRMS Data Security
• Assigning Data Permission
• Maintaining Data Permission
• Setting Up Security for Group Build and Global Functionality
• Setting Up Reporting Security

Course Objectives

• Set up and maintain application security
• Work with HRMS data security
• Implement data permission security
• Assign data permission
• Administer data-permission security
• Set up security for group build and global functionality
• Set up reporting security
• Define the PeopleSoft security architecture