How did you do that setting up upk to work for you
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How Did You Do That? (Setting Up UPK to Work For You). Robin Reid USM PeopleSoft Conference June 8, 2007. Deploying UPK. Multi-User vs. Single User Setup Help Menu Integration (HEMI) Publishing…to Paper, Player, Help Menu UPK Player…Through Application or Direct?

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How Did You Do That? (Setting Up UPK to Work For You)

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How did you do that setting up upk to work for you

How Did You Do That?(Setting Up UPK to Work For You)

Robin Reid

USM PeopleSoft Conference

June 8, 2007


Deploying upk

Deploying UPK

  • Multi-User vs. Single User Setup

  • Help Menu Integration (HEMI)

  • Publishing…to Paper, Player, Help Menu

  • UPK Player…Through Application or Direct?

  • UPK for Training…Standalone or Instructor Led?

  • OnDemand Personal Navigator at UMB


As time allows

As Time Allows…

  • How long did it really take to develop?

  • One take on estimating resources

  • Using UPK to train the trainer

  • Using UPK’s Know It! Mode


Multi user vs single user setup

Multi-User vs. Single User Setup

  • Multi-User

    • Core UPK Developer files are installed on shared drive

    • Developers save to same location

    • Developers can access each other’s work as needed

  • Single User

    • All Developer files are installed on local PC

    • Developers save to same or different drive

    • Developers can access only their own files


Multi user vs single user setup1

Multi-User vs. Single User Setup

  • Publishing requires communication and coordination with either setup

  • The chance of error exists with either setup…the errors just vary

  • Standards are important with either setup


Multi user vs single user setup2

Multi-User vs. Single User Setup

  • Thinking it through…

    • Who & how many will develop?

    • Are developers in one department or across campus?

    • Are they connected by a WAN or a LAN?

      • LAN performance beats WAN for Multi-user set-up

    • Can they “play well together in the sandbox“?

    • Who will coordinate publishing Player, paper files? Same person for all applications?


Help menu integration hemi

Help Menu Integration (HEMI)

  • PeopleSoft Help link can be set to display a list of relevant UPK recordings when a user requests help from a page within the application

  • Instructions are included on UPK CD or download (reference docs)

  • Increases value of UPK to users…learn from the files…practice with the files…get help from the same files


Publishing paper player help menu

Publishing:Paper, Player, Help Menu

  • Communication and coordination are keys to success

  • Create clear documentation of all steps and who’s responsible and get feedback & sign off from all involved

  • Decide who will be responsible to publish

  • Consider a publishing schedule

  • Actual steps will vary depending on a number of variables including multi/single user setup


Accessing the upk player through peoplesoft or direct

Accessing the UPK Player:Through PeopleSoft or Direct?

  • Either way will work, either way is easy

  • Consider user needs

  • In this case, more can be better…

    • Give users the URL

    • Link from other web pages

    • Include link on Campus Portal

    • From Help link within application


Upk for training standalone or instructor led

UPK for Training: Standalone or Instructor Led?

  • Make choice early…either way can work, but development differs

  • UMB developed for use in classroom

    • Instructor presentation complements UPK and provides additional information, documents, updates

  • Developing for standalone requires clear, detailed explanations


Umb and ondemand personal navigator

UMB and OnDemand Personal Navigator

  • Technology backbone for User Productivity Kit

  • Adopted UPK-like training as standard because UMB users responded so well to UPK

  • UPK license limits use to Oracle or related applications

  • Purchased OnDemand licenses

    • Used to create materials for Banner student and COEUS grants pre-award systems

    • Outlook training?


It s a wrap

It’s A Wrap!

Robin Reid

University of Maryland, Baltimore

[email protected]

410-706-4849


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