Reviewing Installation Setup and System Defaults

1 Copyright 2016, Oracle and/or its affiliates. All rights Installation Setup and SystemDefaultsUnderstanding Installation Setup and System DefaultsThere are several settings on the System 's Installation pages that you should review before setting up anyof the Campus Solutions applications. Specifically, you should review settings that point the System to theapplications that you have installed, settings that begin and maintain incremental numbering, and settingsthat define basic default values throughout the System . It is a good idea to review the country codes andcountry address formats defined on the Installation pages, too. If any of these settings are not correct or donot reflect the institution's design decisions, you could experience problems getting the System to General Installation OptionsTo set up general Installation options, use the Installation Table component (INSTALLATION_TBL).

2 This section discusses how to: Select installed applications. Select Installation settings and Defaults . Select General Ledger Installation each site where you implement Campus Solutions, you must complete the Installation Table tospecify various Defaults , processing rules, and counters for the System to use. You can have only one setof Installation information for each site; this information is you implement Campus Solutions and a separate instance of PeopleSoft Human Capital Management,read the relevant documentation about CS-HCM Integration to understand the Setup , functional, andtechnical implementation : Integrating Person Data Integrating Setup Data Monitoring Integrations Using the Integrity Utility Information Center: CS-HCM Integration for PeopleSoft Enterprise Campus Solutions in My OracleSupport (ID ). Reviewing Installation Setup and System DefaultsChapter _2 Copyright 2016, Oracle and/or its affiliates.

3 All rights Used to Select General Installation OptionsPage NameDefinition NameNavigationUsageProductsINSTALLATION_ TBL1 Set Up Common Objects, Install, Installation Table, ProductsSelect which PeopleSoftapplications and applicationparameters are installed onthe System . Ensure that thesettings on this page areaccurate before using theCampus Solutions and DefaultsINSTALLATION_TBL1 BSet Up Common Objects, Install, Installation Table, Settings and DefaultsSelect Installation settings LedgerINSTALLATION_TBLGLSet Up Common Objects, Install, Installation Table, General LedgerSelect General Ledgerinstallation 42. Updated Common Objects,Install, Regional TransactionsUse the Regional Transactions- Regions in Transactionpage to define the regulatoryregions that make up aregulatory transaction Installed ApplicationsAccess the Products page (Set Up Common Objects, Install, Installation Table, Products).

4 Image: Products pageThis example illustrates the fields and controls on the Products page. You can find definitions for thefields and controls later on this information about installing General Ledger, see "Setting Up Installation Parameters and Keywords"(PeopleSoft Campus Solutions : Student Financials). chapter _Reviewing Installation Setup and System DefaultsCopyright 2016, Oracle and/or its affiliates. All rights Installation Settings and DefaultsAccess the Settings and Defaults page (Set Up Common Objects, Install, Installation Table, Settings andDefaults).Image: Settings and Defaults pageThis example illustrates the fields and controls on the Settings and Defaults page. You can find definitionsfor the fields and controls later on this Employee ID AssignedEnter the next ID number that you want the System to assign, forboth people and organizations, when the System automaticallygenerates HS Non-Employee ID AssgnEnter the next ID number that you want to System to assign forPhysicians when the System automatically generates "Setting Up Physicians" (PeopleSoft Campus Solutions :Campus Community).

5 EMPLID Field LengthDefine the length of all new IDs created in the System for bothpeople and organizations. The default value is 4 charactersbut can be changed to a maximum of 11. This value is usedto calculate the number of zeros that precede an ID when thesystem automatically generates a new example, using the default length of 4, a System -generatedID or organization ID would be 0001, 0002, 0003, and soon. When ID 9999 is generated, the System no longer insertsReviewing Installation Setup and System DefaultsChapter _4 Copyright 2016, Oracle and/or its affiliates. All rights zeros before the ID number. The next System -generated ID is 10000.'Temporary SSN' Mask (temporarySocial Security number mask)Enter a three-digit number to be a default Social Securitynumber for all applicants or people whose Social Securitynumbers are unavailable. Assign a value that is greater than 800so that the temporary number does not conflict with valid SocialSecurity a country for the System to enter as a default CDThe System displays the default base language for the : Select the Multi-Currency check box on the PeopleToolsOptions page (PSOPTIONS).

6 See PeopleTools: System and Server Administration, UsingAdministration Utilities. Base CurrencySelect a currency code from the values in the Currency Codepage (CURRENCY_CD_TABLE).Rate TypeIdentify the default rate type on which your currency conversionis Automatic Search MatchSelect to perform an automatic search and match when youcreate a new ID. The System will search the database todetermine that you are not entering a duplicate : "Understanding Search/Match" (PeopleSoft CampusSolutions : Campus Community) chapter _Reviewing Installation Setup and System DefaultsCopyright 2016, Oracle and/or its affiliates. All rights General Ledger Installation OptionsAccess the General Ledger page (Set Up Common Objects, Install, Installation Table, General Ledger).Image: General Ledger pageThis example illustrates the fields and controls on the General Ledger page. You can find definitions forthe fields and controls later on this VersionDisplays the version of PeopleSoft General Ledger that isinterfacing with Campus Solutions.

7 Click the Update Versionbutton if you change versions. The System will automaticallyupdate the GL : Full ChartField functionality is available only when youuse PeopleSoft General Ledger or VersionClick to test the integration with PeopleSoft Financials anddisplay the latest version of FinancialsCombination Editing CachingCache ValidationsSelect to cache the results of your validations. This Retention DaysEnter the number of days to store validation results. The systemwill delete anything in the cache older than Student Administration Installation OptionsTo set up Installation options, use the Student Admin Installation component (INSTALLATION_SA).This section discusses how to: Set up incremental numbering. Select country-specific features and enable CRM for Higher Education Installation Setup and System DefaultsChapter _6 Copyright 2016, Oracle and/or its affiliates. All rights Used to Select Student Administration Installation OptionsPage NameDefinition NameNavigationUsageInstallation Student Admin( Installation StudentAdministration)INSTALLATION_SASet Up SACR, Install, Student Admin Installation , Installation Student AdminSet up or review incrementalnumbering for itemsthroughout the FeaturesSCC_INSTALL_SA2 Set Up SACR, Install, Student Admin Installation , SA FeaturesTurn on country-specificfeatures.

8 Enable the CRM forHigher Education _Reviewing Installation Setup and System DefaultsCopyright 2016, Oracle and/or its affiliates. All rights Up Student Administration OptionsAccess the Installation Student Admin page (Set Up SACR, Install, Student Admin Installation , Installation Student Admin).Image: Installation Student Admin page (1 of 2)This example illustrates the fields and controls on the Installation Student Admin page (1 of 2). You canfind definitions for the fields and controls later on this Installation Setup and System DefaultsChapter _8 Copyright 2016, Oracle and/or its affiliates. All rights : Installation Student Admin page (2 of 2)This example illustrates the fields and controls on the Installation Student Admin page (2 of 2). You canfind definitions for the fields and controls later on this ParametersEach field on this page is automatically incremented or automatically appears by default throughout thesystem.

9 Set the last used numbers so that automatic numbering does not create numbers that already existin the you want the increments of any of these fields to start at a number other than zero, enter that number onthis page before you do anything else in the : After you have begun converting or entering data and running processes, you can access this pageto determine the last number that was incremented for each of the fields listed, but you should not changethe Course ID AssignedDisplays the last course ID assigned. Used by PeopleSoftStudent Equiv Course ID Assigned (lastequivalent course ID assigned)Displays the last equivalent course ID assigned. Used byStudent Course Sharing SequenceDisplays the last course sharing sequence. Used by PeopleSoftAcademic Course List SequenceDisplays the number of the last course list created. Used byStudent Records for enrollment requirements; also used byAcademic Advisement for regular academic advisement courselists and for Program Guide course Facility ID AssignedDisplays the last facility ID assigned.

10 Use to enable the systemto display by default an automatically incremented facility IDChapter _Reviewing Installation Setup and System DefaultsCopyright 2016, Oracle and/or its affiliates. All rights each time that you create a new facility on the FacilityTable Setup page. If you do not want to use auto incrementalnumbering, you are required to enter a value for Facility IDwhen adding a new by various Class Note ID AssignedDisplays the last class note ID assigned. Used by Enroll Target Seq Number (lastenrollment target sequence number)Displays the last enrollment target sequence number. Used byStudent Records and Recruiting and Admissions for EnrollmentManagement Enrollment Application Nbr Assigned (lastapplication number assigned)Displays the last application number assigned. Used byRecruiting and Requirement IDDisplays the number of the last requirement ID created. Usedby Student Records for enrollment requirements; also usedby Academic Advisement for regular academic advisementrequirements and for Program Guide Requirement GroupDisplays the last requirement group.