Peoplesoft 9.0 Campus Solutions Features and Enhancements Bundle #29

1. Peoplesoft 9.0Campus Solutions Features and Enhancements Bundle #29 Kick off Webex Thursday, August 15, 2013 2:00 pm

2. Purpose • To inform.  •  To provide a high level overview. •  To give you time to prepare(training, communication).

3. What is a Bundle? PeopleSoft delivers application software packages called “bundles” four times per year (quarterly). A bundle release contains four elements:  New software features  Capability enhancements  Fixes for known issues  Regulatory compliance items

4. Delivery Continuous Delivery Model (CDM) • Sequential applicationon an ongoing basis • Implement new functionality to meet immediate needs • Institutions no longer have to rely on costly, disruptive major upgrades • CDM customers must be on the same software release • All updates must be applied in sequential order • Bundle 29 is a prerequisite for Bundle 30

5. Objectives To successfully apply the PeopleSoft Campus Solutions Bundle 29 To prepare for the application of Campus Solutions Bundle 30 Q3 released July 26, 2013

6. Success Criteria/Benefits  Campus Solutions will be up to date on releases, features, and enhanced capabilities  175 various software fixes corrected across the modules  Financial Aid will be within regulatory compliance  Campus Solutions will be ready for the application of Bundle 30

7. Assumptions  PeopleSoft will continue to deliver software updates each quarter  Enterprise Applications will continue to install the bundles  End users will participate in the Bundle install projects to ensure the software fixes and new capabilities meet LSCS standards and business processes  Business owners will communicate changes to staff and constituents

8. Project Milestones andMajor Deliverables BO Webex DBAs Refresh CS90TSTfrom CS90STG DBAs Apply Bundle 29 to CS90FIT EA Business Analysts Perform Internal Testing and Users UAT CS90TST EA Business Analysts Perform Internal Testing and • Bundle Updates are sequentially applied four times a year. • Move to Productions dates listed are approximate. • EA must work within the blackout calendar dates. • EA Campus Solutions must coordinate with FSM and HCM modules.

9. Project Milestones andMajor Deliverables Users UAT CS90TST Week for Schedule Slippage and Prep for Go Live Go Live Weekend BO Webex Go Live! DBAs Refresh CS90TSTfrom CS90STG Go Live Weekend DBAs Apply Bundle 29 to CS90FIT EA Business Analysts Perform Internal Testing and EA Business Analysts Perform Internal Testing and Bundle Updates are sequentially applied four times a year. Move to Productions dates listed are approximate. • EA must work within the blackout calendar dates. • EA Campus Solutions must coordinate with FSM and HCM modules.

10. Bundle 29Highlights • Bundle 29 Highlights • Commgen – Preferred emails • Regs and Legs for SEVIS • Regs and Legs III for Financial Aid • All Terms/Careers for Tuition Calculation • Class Search Configuration for Student Records

11. Bundle 29Additional Features • Bundle 29 Additional Features • Evaluation Center, Activity Management, and Program Enrollment Enhancements • Campus Solutions Self Service Mobile • Rules Engine • Common Attributes Framework Enhancements

12. Document Overviewby Module Oracle’s PeopleSoft 9.0 Campus Solutions Bundle 29Document Overviewby Module

13. Academic Advising Updates Bundle 29 Changes-Academic Advising • No alerts this bundle.

14. Campus Community Updates Bundle 29 Changes-Campus Community • Here is a list of the bundle 29 changes and the chapters that contain documentation about those changes: • Rules Engine – new feature • Working with the Rules Engine.pdf • Notifications Framework updates • Working with the Notifications Framework.pdf • Managing Biographical Information.pdf • Using Self-Service Campus Personal Information.pdf • Delegated Access updates • Understanding and Setting Up Delegated Access.pdf • New User Registration updates • Using New Registration Framework.pdf

15. Campus Community Updates Bundle 29 Changes-Campus Community (cont) • Communication Generation – preferred email address for person communications • Managing Communications.pdf • Entity Registry updates • Entity Registry Updates April 2013 Bundle 29.pdf • Updates for the Student Academic Projects feature • Using the Population Selection Process.pdf • Population Selection Process Queries and Equations.pdf

16. Campus Community Updates Bundle 29 Changes-Campus Community (cont) • The remaining updates are documentation-only updates (no code changes for this bundle): • Documentation-only updates • Working with Constituent Transaction Management.pdf • Documentation-only updates for the Research Tracking feature • Setting Up Administrative Functions.pdf • Documentation-only updates for the Evaluation Management feature • Documentation-only updates for Student Financials • Using the Population Selection Process.pdf • Population Selection Process Queries and Equations.pdf • Key Testing Areas • CC Communication Generation • CC Person (addresses, phones, emails)

17. Financial AidUpdates Bundle 29 Changes-Financial Aid • Here is a list of the bundle 29 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Enterprise Financial Aid 9.0 PeopleBookunless noted otherwise: • Restored “Educator Expenses” and “Tuition and Fees Deduction” fields in Verification. • Assessing Eligibility for Financial Aid.pdf • Updates to Using the Fiscal Operations Report and Application to Participate (FISAP)

18. Recruiting andAdmissions Bundle 29 Changes-Recruiting and Admissions • No alerts that affect iStar functionality this bundle.

19. Student Financials Bundle 29 Changes-Student Financials • Here is a list of the bundle 29 changes and the chapters that contain documentation about those changes: • Enhancement to batch tuition calculation to calculate all terms/careers • Calculating Tuition and Fees.pdf • Enhancement to Select Students to Pay Functionality. Restriction of payments to specified charges and reallocation of restricted payments • Completing Student Financials General Setup.pdf • Cashiering.pdf • Maintaining Receivables.pdf • Documentation-only update on the assign student waiver functionality • Calculating Tuition and Fees.pdf

20. Student Financials Bundle 29 Changes-Student Financials (continued) • Modification to Review Results by Contract and Mass Contract to allow additional edits to be made • Administering Payment Plans.pdf • Key Testing Areas • SF Refunds • SF GL Interface

21. Student Records Bundle 29 Changes - Student Records • Here is a list of the bundle 29 changes and the chapters that contain documentation about those changes: • New Class Search Configuration • Preparing for the Course Catalog and Schedule of Classes.pdf • Defining Student Records Installation Settings.pdf • Setting Up Student Records Self Service.pdf • Using Self-Service Course Catalog and Schedule.pdf • Managing the Schedule of Classes.pdf • Updates for Wait List if you use wait list notifications via Campus Mobile or if you use Program Enrollment / Activity Management • Using Enrollment Related Processes.pdf • Grading Students.pdf • Processing Class Enrollments.pdf

22. Student Records Bundle 29 Changes- Student Records (continued) • Key Testing Areas • SR Class Search • SR NSC Reporting

23. Software Issues Resolved

24. EA CS Website Updates to all bundle information can be found at . . . LoneStar.edu/campus-solutions

25. Your Adventure Guides We Are Here Sam Chau Financial Aid Cindy Seale Academic Advising, Admissions, Campus Community, Student Records Cynthia Schoppa Academic Advising, Admissions, Campus Community, Student Records, C.E. James Silva Student Financials Jim Mathews Tech Information Manager Renata Tyree Campus Solutions Information Manager

26. Questions WHO INVENTED PEANUTBUTTER AND JELLY? DOES P=NP? WHAT HAPPENED BEFORE THE BIG BANG? WHATS INSIDE A BLACK HOLE? ARE THERE LIMITS TO HUMAN KNOWLEDGE? WHAT IS MATHMATICS, REALLY? WHAT IS GRAVITY REALLY? WHAT IS SOY SAUCE REALLY? IS PHYSICAL ACHIEVABILITY A PROPER SUBSET OF ABSTRACT CONCEIVABILITY? WHY DID THE CHICKEN REALLY CROSS THE ROAD? WHO IS JOHN GALT? WHO IS PIZZLER? WHO KILLED KENNEDY? WHY DID CAP'N CRUNCH TASTE SO MUCH BETTER WHEN i WAS 10? WHY DO PIGS HAVE CURLY TAILS? FOR CONVEX SURFACES OF FIXED INTRINSIC DIAMETER, IS THE DOUBLED DISK THE ONE WITH THE GREATEST AREA? DID GALOKA THINK THAT THE ULUS WERE TOO UGLY TO SAVE? WHY WAS MATHMATICS INVENTED OR DISCOVERED? CAN EVERY EVEN INTEGER GREATER THAN 2 BE WRITTEN AS THE SUM OF TWO PRIMES? WHY WON'T HEATHER LET ME LOOK INSIDE HER PURSE? WHY IS GRAPE NUTS CEREAL CALLED THAT, WHEN IT CONTAINS NEITHER GRAPES OR NUTS? WHY IS THE #2 PENCIL THE MOST POPULAR? WHAT DO PEOPLE IN CHINA CALL THEIR GOOD PLATES? WHY IS IT OKAY TO SELL YOUR BLOOD BUT NOT YOUR KIDNEY? WHY DO WE STILL HAVE APES IF PEOPLE EVOLVED FROM APES? WHY ARE THE NUMBERS ON A PHONE AND A CALCULATOR REVERSED? WHY IS SCIENCE DEFINED AS A PROCESS AND A PRODUCT? DO SOUNDWAVES TRAVEL FOREVER? WHO INVENTED THE BOOK LIGHT? WHAT HAPPENS AS THE UNIVERSE EXPANDS? IS NEW TECHNOLOGY ALTERING THE STRUCTURE OF OUR BRAINS? ….

27. Thank you for attending.