RChilli PeopleSoft- How to customize the taxonomy in the Oracle PeopleSoft application?

Import the project file

1. Download the configuration project file and sample template xlsm file. Open and login into your Application Designer.
   
2. On the Application Designer, go to Tools > Copy Project > From File.
   
3. Select the project file that you downloaded in step-1 and click Select.
   
4. Once the project file is successfully imported, you can view it in the application designer.
   

Synchronizing the Category

Create the Data Set/Mapping

You need to create the data set for the relevant Data Mapping category using the sample template downloaded in step-1.

1. Open the sample template xlsm. This file you already downloaded in step-1.
   Note:In order to use the sample template, you must have access to the environment where you want to map (import) the data set.

    

2. On the Connect Information tab, fill the environment (production, staging, testing, etc.) details.
   Note:

   • See the sample filled data below, you must select CREATE for the Action field to import the data into the system.
   • For the Template tab in excel, no changes are to be made.
   
   
3. On the Data Input tab, fill the data for all the columns, i.e., Value ID, Category ID, Value, Language Code, Key ID, and Use. To know more on how to get the data for the columns, see sub-steps.
   
   
   1. Value ID: For this column, use the next available sequence of HRS_DM_VAL_ID field from PS_HRS_DM_VAL table. This value increments by 1. To find the Value ID, open the Oracle SQL developer tool and run the SQL query as mentioned below. In the below example, the last value for HRS_DM_VAL_ID is 1376, so the next available sequence is 1377, and then the incremental value is added to the Value ID column.

      select * from PS_HRS_DM_VAL
      order by 1 desc;

      
      
   2. Category ID: For this column, find the category id value in the HRS_DM_CAT_ID column of the PS_HRS_DM_CAT table. Run the below SQL query to view the category id details in HRS_DM_CAT_ID column, such as 1 for Country, 5 for Degrees, 6 for Major, 7 for School, etc. See below Category table:

      select * from PS_HRS_DM_CAT;

      
      
      

      Table 1. Category Table

      HRS_DM_CAT_ID (Category ID)	HRS_DM_CAT_LNAME (Category Name)
      1	Country
      2	State
      3	Honors and Awards
      4	Competencies
      5	Degrees
      6	Major
      7	School
      8	Language
      9	Language Accomplishments
      10	Memberships
      11	Licenses and Certifications

   3. Value: For this column, add the different sets of values (for example, schools) that you want the parser to identify and recognize. For example, Mass Inst Tech, Massachusetts Institute, and Massachussets Inst. Technology can be added, and these will be recognized by the parser as M.I.T if mapped with M.I.T Key ID in the School category.

      Similarly, you can add all other new entries of the required categories that you want to map with the database. For example, in the below image:

      School Category entries are Advance Level, Associate of Arts, Associate of Applied Science, and Associate of Business Admin.

      Major Category entries are Business Administration, Sociology, and Electrical Engineering.
      
   4. Language Code: For this column, use ENG as the default language.
      
   5. Key ID: For this column, use the Key ID of the new entry that you want to map. For example:
      • Use Case 1: If you want to add a different set of data (alias) for M.I.T in the School category, find the Key ID of the M.I.T. To find the Key ID, run the below SQL query. In the below example, Category ID for school is 7, and once you run the below SQL query, the result is displayed in the table, i.e., Key ID for M.I.T is 78. Similarly, you can add more alias for any entry of any category.

        select * From PS_HRS_DM_KEY
        where HRS_DM_CAT_ID = 7'
        and HRS_DM_DESC = 'M.I.T.':

        
        
      • Use Case 2: If you want to map any entry of any category, for example, entries of Degrees category, find the Key ID of all the Degrees entries. To find the Key ID, run the below SQL query. In the below example, Category ID for Degrees is 6 and once you run the below SQL query, all the Degrees will be listed with their Key ID. Add the Degrees entries as necessary with their Key ID in the excel sheet at step -3.

        Select Hrs_Dm_Key_Id, Hrs_Dm_Descr From Ps_Hrs_Dm_Key Where Hrs_Dm_Cat_Id = 6;

        
        
        
        Note:Similarly, you can add entries of other categories, but you must modify the SQL query based on the category value to find the Key ID, for example,

        1. SQL query to find the Key ID of Major entries (category value is 5):

           Select Hrs_Dm_Key_Id, Hrs_Dm_Descr From Ps_Hrs_Dm_Key Where Hrs_Dm_Cat_Id = 5;

        2. SQL query to find the Key ID of School entries (category value is 7):

           Select Hrs_Dm_Key_Id, Hrs_Dm_Descr From Ps_Hrs_Dm_Key Where Hrs_Dm_Cat_Id = 7;

       

   6. Use: For this column, use value 10 for adding data or value 30 for Bi-directional.
      
4. Once you have created the data set in the sample template, click Add-ins > Stage Data for Submission > Submit Data. The status column will be green, and OK will be reflected once the data set is pushed in the system successfully.
   

Result

Once you successfully pushed the data set into the system using the template, you can view the added data in Oracle’s Peoplesoft application.