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PeopleSoft UI: Fluid, Classic, or Both? A Decision for Every Customer

Graham Smith

Who am I ? Graham Smith

Lead Consultant at Cedar ConsultingOracle ACE Director Chair of the PeopleTools SIG at UK Oracle User Group7th year presenting at Oracle OpenWorld

http://i-like-trains.blogspot.co.uk

About CedarOracle Gold PartnerPeopleSoft, HCM Cloud and Taleo ExpertsSupport, Managed Services, Hosting CentreAround 70 consultants with Offices in UK, Switzerland, India and Australia15 Upgrades to PeopleSoft 9.2 completed

AgendaFluid: Whats it all about?User and Device ProfilingDecisions and Design PatternsEnd user Stories

Fluid: Whats it all about?

Fluid: Whats it all about?Why?Application usabilityMore intuitive & easier to useExpectation of users

Fluid represents PeopleSofts strategic direction for delivering a robust and intuitive, yet familiar, experience for your application users.A new paradigm and model

not just a new user interface

direction of all future PS development

Classic alongside Fluid

Classic Interface

Source: Wiktionary.org

Classic PortalClassic Component

PeopleTools 8.55From 8.55 Fluid will be the default interface8.55Related ActionsDashboardsFluid Forms BuilderSimplified AnalyticsActivity GuidesMaster/Detail PagesResizable tilesTile WizardNew Fluid Features

Useful References & GuidesFLUID UI: PeopleSoft Fluid User Interface Documentation Updates (Doc ID 1909955.1)Converting Classic PIA Components to PeopleSoft Fluid User Interface (Doc ID 1984833.1)PeopleSoft Fluid Navigation Standards White Papers (Doc ID 2063602.1)

Fluid Navigation Standards White Papers (2063602.1)

Grid Standards

Message Standards

Related Action Standards

Icon Standards

PeopleSoft Spotlight Series

What do you get with Fluid UI ?PeopleTools Fluid UI development toolsFluid Helper ToolsFluid Components (or Apps)

Dev Tools - Application Start Pages

Dev Tools - Homepages and TilesRecommend no more than 9 tiles per HomepageNo more than 5 HomepagesBring key information onto the Tile itselfThink of these as a new form of PageletSummary dataSignal actionNavigation

Windows and Fluid

Helper ToolsTile Wizard (new in 8.55)Fluid Search ResultsNotifications (Actually MAP not Fluid)replaces Worklist and is now cross systemPivot GridsActivity Guides (new in 8.55)Navigation Collections (new in 8.55)Unified header branding (new in 8.55)

User and Device Profiling

User and Device ProfilingPeople and their RolesSelf serviceExecutivePower

Devices they may usePhoneTabletDesktop/Laptop

Profile Users by Device

Desktop Browsers:Google ChromeInternet ExplorerMozilla FireFoxApple Safari*Dolphin*OperaMicrosoft Edge

Mobile Browsers:Google ChromeApple Safari*23+ others

*Not certified

Profile Users by Application Type

Decisions and Design Patterns

What are the decisions to be madedirection of all future PS development

Use Fluid (Y/N) ?Do you need PeopleSoft on mobile device ?Either now or in the future?Do you want a Cleaner, Simpler user interface for Self Service and Executive users?Do you want to take advantage of new features?

Use Fluid (Y / N) ?

Landing Page or PeopleSoft Portal?Fluid Homepages designed for mobile devicesWorks well on desktops too

Fluid Homepage & Portal ?

The User Experience

Classic comp

Header Branding - Fluid and Classic

Header Branding - Fluid and Classic

Changing the Header in 8.54PeopleTools > Portal > Branding > Define Headers and Footers

Design Patterns

Design Pattern #1 Classic PortalClassic design using available technology prior to PeopleTools 8.54Good for desktop usersBad for mobile usersFunctionally rich, familiar Classic portal framework

LoginClassicPortalClassic ComponentClassicWorkCentre

Design Pattern #2 Classic Portal with Fluid AppsGood for both desktop & mobile usersAvoid Portal for mobile users using bookmark direct to Fluid componentsGreat introduction to FluidNo Fluid Homepage to maintainSelf Service or Dashboards

LoginClassicPortalClassic ComponentClassicWorkCentreFluid ComponentMobile Bookmark

Design Pattern #3 Only FluidGood for all devices mobile & desktopLimited breadth of Fluid apps (increasing with every PUM release)

Included for completeness

LoginFluid HomepageFluid Component

Design Pattern #4 Fluid Home - Classic & Fluid AppsNo classic portalTidy clean and simpleAll users get same login and navigation experienceLess functionality compare to PortalBut can replace with WorkCentresNo New Window

LoginClassic ComponentClassicWorkCentreFluid ComponentFluid Homepage

Design Pattern #5 Classic Only or Fluid Only

LoginFluid ComponentFluid HomepageClassicPortalSingle point of loginDrive UI on who you are, what youre doing or what deviceCould be confusingClear divide between mobile and desktopMaybe restrictive if no Fluid App available

Classic ComponentClassicWorkCentre?

Fluid ComponentFluid DashboardDesign Pattern #6 Both Homepage and PortalSome Classic acceptable on Mobile deviceComplex to administerBest of all worlds

MobileLoginClassic ComponentClassicWorkCentreClassicPortalDesktop LoginFluid HomepageClassicWorkCentre

Real World Examples

Fluid Example from Oxfam GBGreat example of Design Pattern #4 Built by the amazing PeopleSoft Team at Oxfam (Not built by Cedar Consulting)

Introduced as part of a HR 9.0 to 9.2 Upgrade Project1,200+ users worldwide (900+ self service)

Fluid UI @Exclusively Fluid HomepageRegardless of user deviceEven if users dont use Fluid AppsUse Fluid apps where deliveredConvert custom self service into Fluid

Homepage for most users

Homepage for Power Users

Spire Healthcare PeopleSoft Fluid RecruitmentUKs 2nd largest provider of private healthcareJob site built around Classic Candidate GatewayCedar built Fluid application

Design Pattern #2 Classic Portal with Fluid Apps

Guest Login

Desktop BrowserCell Phone

Desktop BrowserCell Phone

Rotate Cell PhoneCell Phone

A strategy for converting to Fluid

RecordRecordRecordRecordRecordRecordC 1C 2C 3F 4F 5F 61) Create new Fluid pagesC 4C 5C 62) Rename original pagesF 1F 2F 33) Rename Fluid to original namesComponent

In ConclusionUnderstand what you have with FluidProfile your users and devices look to the futureDecide Classic or Fluid ?Classic Portal and/or Fluid Landing pageClassic Apps and/or Fluid AppsChoose a design that suits your profile and infrastructurePilot some Fluid Apps in low risk area

New PeopleTools Book!Fluid UIMAPREST and DocumentsjQuery MobileAngularJSCordovaAndroidOracle Mobile Application Framework

Jim & Sarah Marion

65

Who is Jeffrey?

Any Questions or Observations?

http://i-like-trains.blogspot.co.ukgraham.smith@cedarconsulting.co.uk