What is a Setup Manager?

• A Setup Manager is delivered by PeopleSoft and it helps in identifying, managing, and executing setup tasks based on business processes or the PeopleSoft products you select. 
• Setup Manager reduces the time and cost required to implement your PeopleSoft
  applications, ensuring the implementation is completed accurately and in the
  correct sequence.
• The PeopleSoft Setup Manager is designed to assist you with your implementation of PeopleSoft products.
• It enables an Organization to quickly identify the products an organization would implement and setup required to support the implementation.

PeopleSoft Setup Manager Setup

• PeopleSoft Setup Manager is delivered as part of the Enterprise Components that are standard with all PeopleSoft products.
• Several activities must be completed before you use the setup task list that will guide you through the implementation of your PeopleSoft applications.
•  First, the implementation team must make business decisions regarding what functionality you need to configure within your PeopleSoft applications.
• Next, you must install your PeopleSoft database and define security access.
• The EOLT Implementer role contains the permissions lists necessary to access the relevant Setup Manager pages contained within a PeopleSoft database.
• In addition to the other roles you associate with your user profiles, you must ensure the EOLT Implementer role is assigned to any user who requires access to Setup Manager.

• PeopleSoft Setup Manager produces a setup task list that identifies the setup tasks required to support your specific implementation and presents those tasks in the sequence in which they must be completed.
• The list contains the related navigation path that shows where a setup component is located and provides a direct link to that setup component.
• For each task, a suggested load method is identified.

Note - Setup Manager system data must never be altered or deleted as this will impair data integrity and Setup Manager results.

Security: Roles Required for a User Profile

• EOLT Implementer - LifeCycle Tools Implementer has access to all Implementer specific components
• PTLT_PROJECT_MGR - This role should be assigned to Project Managers who use the Setup Manager.
• PTLT_IMPLEMENTER - This role should be assigned to Implementers who use the Setup Manager.  Operators who have this Role (and not the PTLT_PROJECT_MGR Role) are not allowed to Generate or Delete Task Lists, or perform any other potentially destructive operations. 

 

Understanding Setup Task List

• The Manage Setup Tasks component identifies the setup tasks required to complete your implementation based on the feature selections you made in your configuration set.
• Setup tasks are displayed in sequence showing the order in which they must be completed and how each setup task relates to specific PeopleSoft setup component.

Testing the Implementation

• Testing individual online transactions and batch processes
• Verifying that you can access any existing data and enter new data successfully.
• Running through the steps of business processes end-to-end.