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How Did You Do That? (Setting Up UPK to Work For You)

How Did You Do That? (Setting Up UPK to Work For You). Robin Reid USM PeopleSoft Conference June 8, 2007. Deploying UPK . Multi-User vs. Single User Setup Help Menu Integration (HEMI) Publishing…to Paper, Player, Help Menu UPK Player…Through Application or Direct?

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How Did You Do That? (Setting Up UPK to Work For You)

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  1. How Did You Do That?(Setting Up UPK to Work For You) Robin Reid USM PeopleSoft Conference June 8, 2007

  2. Deploying UPK • Multi-User vs. Single User Setup • Help Menu Integration (HEMI) • Publishing…to Paper, Player, Help Menu • UPK Player…Through Application or Direct? • UPK for Training…Standalone or Instructor Led? • OnDemand Personal Navigator at UMB

  3. As Time Allows… • How long did it really take to develop? • One take on estimating resources • Using UPK to train the trainer • Using UPK’s Know It! Mode

  4. Multi-User vs. Single User Setup • Multi-User • Core UPK Developer files are installed on shared drive • Developers save to same location • Developers can access each other’s work as needed • Single User • All Developer files are installed on local PC • Developers save to same or different drive • Developers can access only their own files

  5. Multi-User vs. Single User Setup • Publishing requires communication and coordination with either setup • The chance of error exists with either setup…the errors just vary • Standards are important with either setup

  6. Multi-User vs. Single User Setup • Thinking it through… • Who & how many will develop? • Are developers in one department or across campus? • Are they connected by a WAN or a LAN? • LAN performance beats WAN for Multi-user set-up • Can they “play well together in the sandbox“? • Who will coordinate publishing Player, paper files? Same person for all applications?

  7. Help Menu Integration (HEMI) • PeopleSoft Help link can be set to display a list of relevant UPK recordings when a user requests help from a page within the application • Instructions are included on UPK CD or download (reference docs) • Increases value of UPK to users…learn from the files…practice with the files…get help from the same files

  8. Publishing:Paper, Player, Help Menu • Communication and coordination are keys to success • Create clear documentation of all steps and who’s responsible and get feedback & sign off from all involved • Decide who will be responsible to publish • Consider a publishing schedule • Actual steps will vary depending on a number of variables including multi/single user setup

  9. Accessing the UPK Player:Through PeopleSoft or Direct? • Either way will work, either way is easy • Consider user needs • In this case, more can be better… • Give users the URL • Link from other web pages • Include link on Campus Portal • From Help link within application

  10. UPK for Training: Standalone or Instructor Led? • Make choice early…either way can work, but development differs • UMB developed for use in classroom • Instructor presentation complements UPK and provides additional information, documents, updates • Developing for standalone requires clear, detailed explanations

  11. UMB and OnDemand Personal Navigator • Technology backbone for User Productivity Kit • Adopted UPK-like training as standard because UMB users responded so well to UPK • UPK license limits use to Oracle or related applications • Purchased OnDemand licenses • Used to create materials for Banner student and COEUS grants pre-award systems • Outlook training?

  12. It’s A Wrap! Robin Reid University of Maryland, Baltimore rreid@umaryland.edu 410-706-4849

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