Enterprise Financial System (EFS)
About the System
Logging in to the system: MyU.umn.edu > Key Links > PeopleSoft
The University's financial system is made up of people, policies, procedures, and "the system" itself (PeopleSoft Financials, also known as the Enterprise Financial System or "EFS"). EFS is one of the five major systems that form the core of the University's administrative information systems: student, human resources, grants management, libraries, and financial.
EFS/PeopleSoft System Availability
Regularly scheduled maintenance
The regular EFS maintenance window for production (FSPRD) is 6:00 a.m. until 2:00 p.m. each Sunday. (6:00 a.m. to 12:30 p.m. is used for IT maintenance activities; 12:30 p.m. to 2:00 p.m. is reserved for Controller's Office maintenance.)
The reporting instance (FSRPT) is brought down from 4:45 a.m. until 5:45 a.m. Monday through Saturday to "clone" the information from production. On Sundays this window is 4:45 a.m. to 12:30 p.m.
Unplanned service outages
Unplanned service outages are listed on the system status page for the University System Status. This schedule set as of July 2, 2010; updated December 28, 2015.
PeopleSoft Financials 9.2, use a "modern" web browser.
It is best to have more than one web browser available. Certain third-party features function differently depending on the browser used. For example, Google Chrome and Mozilla Firefox work for many PeopleSoft activities but they no longer support certain Java functions, and our imaging software requires Java to function. Microsoft's Internet Explorer is the recommended browswer for Perceptive Content and WebNow.
Oracle, the vendor of PeopleSoft, certifies web browsers for use with their software. The University of Minnesota cannot and does not control what is certified. Certification is a lengthy process. Because web browser software is now changing monthly, Oracle cannot certify every version of every browser. They test every function in the entire system before a browser is certified. Understandably, this takes more time than it takes the web browser providers to issue yet another version of their browsers or come up with new browsers. It's a good idea to have a couple of browsers installed on each work station to ensure you can quickly switch to another browser if you experience difficulties performing certain tasks. The Office of Information Technology posts the official list of web browsers that work with PeopleSoft.
The vendor for PeopleSoft (Oracle Corporation) recommends that cache be cleared each time changes are made to the system or an individual's access. Occasionally certain changes require that end users of the system clear their cache or adjust other settings on web browsers. These cache clearing steps are not optional when significant changes are made to the system--end users of the system must clear the cache on their web browsers at certain times. Instructions for how to clear web browser cache (pdf).
Recommended practice: regularly clear the cache on web browsers used for business purposes.
Software for Reports
- Microsoft Excel 2000 or higher. More information about Excel is available. Keep in mind that while there are many newer version of MS Office products, the vendor provides support for older versions as well to accomodate those entities who are unable to upgrade their hardware or software every time a new product becomes available.
- nVision is an optional tool that may be used. An Excel plug-in for nVision reporting is available. Contact the University Financial Helpline for assistance if you are interested in using this tool. Those with EFS production or reporting instance access do not need additional access to use the tool, just some instructions and a plug-in.
- The Reporting Center in MyU does not require additional software. This tool is accessed via a web browser.
- The reporting instance of EFS (FSRPT) is accessed via a web browser and does not require additional software for use.
- Those who make use of the data warehouse (DWEF for EFS data and DWFS for legacy CUFS data) may use a web browser to use the tool. Certain power users or data analysts may wish to use other tools to write SQL statements and pull data from the data warehouse.
Disable popup blockers in your browser (that is, allow popups) in order for PeopleSoft Financials (EFS) to work properly.
Some blockers may be turned off on Windows by right clicking an icon on the system tray, next to where the clock resides. The most recent version of Internet Explorer has a built-in popup blocker that must be configured to allow popups. Each web browser has its own settings for popups. Contact your local desktop support for assistance with popup blockers or 1-HELP.
Occasionally units alert us that reports run for a very, very long time and no cause can be found on the enterprise hardware/software to explain the situation. In some instances, units that are set up to browse through a proxy server might need to check with their desktop support/IT department to make sure the proxy timeout (possibly specifically for HTTPS connections) is set to a higher value. What that specific value may be varies depending on a wide variety of factors--your local IT support team should be able to help in the situation of proxy servers.
"What about my desktop; can I use version X operating system with PeopleSoft Financials?"
For end users of the system it is the web browser being used that is of main concern. If the operating system on the desktop allows/supports use of the browser software, then it's probably an acceptable operating system to use. If you experience issues, please report them to the University Financial Helpline.
The vast majority of those using the system do not need to be overly concerned about which desktop version they are using. Oracle does certify specific desktops for use with their PeopleSoft products but these certifications are intended for those central staff who support the system (Controller's Office and OIT staff) rather than for those who function as "end users" of the system. These central support roles require use of special proprietary tools, thus the need for certification of desktops.
Working with Excel
In order to allow downloads of financial data to Excel when working in PeopleSoft, you must make sure that your computer is configured properly.