Portal Overview. Portal Overview. District Wide Applications. PeopleSoft Training. mysdcs The PeopleSoft Portal Overview

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1 Portal Overview District Wide Applications PeopleSoft Training mysdcs The PeopleSoft Portal Overview June

2 Portal Overview... 3 Login... 3 The Portal... 3 Navigation Header... 4 Personalization features... 5 Content... 5 Layout...6 My Links... 7 Welcome Page Components... 7 The Enterprise Menu... 7 My Reports... 8 Welcome... 9 SDCS News... 9 Calendar Events and Homepage Help

3 Portal Overview Login After opening your browser, enter the following address in the address bar: The PeopleSoft signon page appears. To sign in to the portal: 1. Enter your User ID. 2. Enter your Password. 3. Click Sign In. Your user ID and password are the same as your Outlook account. Your user ID is the first letter of your first name and your full last name. (For example, Mike Casey = mcasey.) If you have not set your Outlook password, your password is Outlook123. You will be prompted to change your password after signing in. The Portal The PeopleSoft Portal is SDCS gateway for accessing the District Wide Applications PeopleSoft Financials, HR and EPM, Zangle, 4GL, Outlook and calendar, and SDCS news. Your worklist items and reports will be made available at a later date. 3

4 The Portal page San Diego City Schools has named the portal mysdcs because you can customize the content you see on the portal and where you see it. The portal is your link to applications and District information. Navigation Header The navigation header is a fixed header that you can use from any page inside the portal. Click the Home link to come back to the Welcome page. Click Worklist to view the items that need to be worked in your area. Click Add Link to add a favorite or frequently used page to your Favorites folder. Click Sign out to log out of the portal. 4

5 Personalization Features The portal is designed to allow you to choose the content you see and where you see it on the Welcome page. The following features will allow you to customize mysdcs to your specifications. The Navigation Header The Personalize Content page Content Choose the Content link to create your welcome message (seen in the navigation header) and to add or delete content pagelets. 1. Click the Content link. The Personalize Content page appears. 2. Turn the appropriate check boxes on to add the content pagelets of your choice to the Welcome page or turn the appropriate check boxes off to delete the content pagelets from the Welcome page. 3. Click Save to save your selections and return to the Welcome page. 5

6 Layout Choose the Layout link to customize the look of your Welcome page. Customization features The Personalize Layout page To personalize your Welcome page layout: 1. Click the Layout link. The Personalize Layout page appears. 2. In the Basic Layout section, select the radio button next to the column layout you prefer two column or three column. 3. In the Add Pagelets section, select the content pagelet you would like to move to another column. Pagelets with a # cannot be deleted and have a fixed position they cannot be moved to another column. Pagelets with a * cannot be deleted but they are moveable they can be moved to any column. 4. Click the arrows in the navigation compass to move the pagelets up or down within a column or across columns or click the Delete button to delete the pagelet from your Welcome page. 5. Click Save to save your selections and return to the Welcome page. 6

7 My Links My Links is a shortcut to your favorite pages within the portal. You can choose to add a URL, a Menu item, or a Query as a favorite. 1. Click on the My Links drop-down menu to select Add link. The View My Links page appears. 2. Click the Edit button. The Edit My Links page appears. 3. Click the Add link hyperlink to add a link. The Add Link page appears. 4. Click on the Link Type drop-down menu and select the type of link you would like to add Menu item, Query, or URL Address. 5. Type a name for your link in the Name field. 6. Type the URL for your link in the URL Address field. 7. Click OK to add the link and return to your Edit My Links page. 8. Click Save to return to your Welcome page where you can now select your new favorite from the My Links drop-down menu. Welcome Page Components Your Welcome page has pagelets that allow you to access different applications and information. The Enterprise Menu The Enterprise Menu lists all of the applications and tools that you have security to use. Click on a link within the Enterprise Menu to display a list of pages you can access. Menu navigation is based on security and role. 7

8 The SDCS Applications pagelet is a single-click to access PeopleSoft, Zangle, or 4GL. You can only access applications that you have permission to access. Click on the link to go directly to the application. PeopleSoft applications have a single sign on (SSO) feature which allows you to go to PeopleSoft without having to go through an additional sign on screen. This feature is not active if you have timed out of your application. If your PeopleSoft session has timed out, you will be prompted to sign in again to PeopleSoft. PeopleSoft applications have a timeout that is shorter than the Portal timeout so you could be timed out of your application and still be logged into the Portal. My Reports The My Reports pagelet will not be used during the Portal pilot phase. 8

9 Welcome The Welcome pagelet contains introductory text and may change occasionally. Only Your Portal Administrators can change the Welcome text. SDCS News The SDCS News pagelet has links to SDCS news articles that are available. Click on the link of the publication you wish to read. Calendar Events and The Calendar Events and pagelets allow you to access your SDCS Exchange and calendar. Before using the calendar and , you must enter your Primary Account information. pagelet header Personalize Options page 9

10 1. Click on the pencil icon in the pagelet header. The Personalize Options page appears. 2. In the UserID field, enter your Outlook user name in lower case the first letter of your first name followed by your last name, i.e., Mike Casey = mcasey. 3. Enter your Outlook password in the Password field. 4. In the Mail Box field, enter your Outlook user name again. 5. Enter the s you would like to see listed on your Welcome page in the Number of s to Display field. If you do not wish to display your s, you may turn the checkbox off. 6. Click Save to save your information and return to the Welcome page to retrieve your s. After personalizing your , your Calendar should also be personalized so you should not have to personalize your calendar in addition to personalizing your account. Homepage Help Click the Homepage Help link when you encounter issues or technical difficulties. A new window pops open and displays the number for the SDCS Help Desk ( ). All PeopleSoft Portal issues are logged with a Help Desk representative and are forwarded to a designated SDCS resource to resolve. If you encounter issues or technical difficulties within a PeopleSoft, Zangle, or 4GL application, please call your designated functional or technical expert to log a System Incident Report (SIR). The SDCS Help Desk does not currently support sandbox or development environments. 10