Creating the Permission List - Financial Aid Process Automation for PeopleSoft - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Financial Aid Process Automation for PeopleSoft

Platform
OnBase
Product
Financial Aid Process Automation for PeopleSoft
Release
Foundation 23.1
License
Essential
Standard
Premier
  1. Log in to PeopleSoft under an account with sufficient privileges to create a new Permission List, Role, and User ID.
    Note:

    When logging in to PeopleSoft, browse to the PeopleSoft page using the full URL, including the domain name (e.g., http://srv-peoplesoft.mydomain.com/psp/hyland/?cmd=login, not http://srv-peoplesoft/psp/hyland/?cmd=login).

  2. Select Permission Lists from Permissions & Roles under the Security menu in PeopleTools.
  3. Under the Add a New Value tab, enter a name for the new list in the Permission List field, then click Add.
    Tip:

    To make future maintenance easier, use a name for the Permission List that will be easily identified as the list used for the OnBase Integration for Single Sign-On.

  4. Locate and select the Component Interfaces tab.
  5. Add the PRTL_SS_CI component interface to the Permission List you just created. This is the component interface that enables single sign-on in PeopleSoft.
  6. Click the Edit link for the PRTL_SS_CI component.
  7. Select Full Access for each of the methods listed (Authenticate, Get, and Get_UserID).
  8. Click OK to save the settings.