Post on 25-Mar-2021
Final Project Report CpEG-597 A-A B-A
Instructor-
Gonhsin Liu
Abstract for Project- Peoplesoft Internet Architecture
Implementation
Submitted by- Ahmed Kamran Imadi
ID-655039
- aimadibridgeportedu
Abstract
Introduction-
PeopleSoft Internet Architecture is completely focused on the internet to provide powerful new functionality for internet-based access and integration This next generation architecture leverages a number of internet technologies and concepts to deliver simple ubiquitous access to PeopleSoft applications and enable the open flow of information between systems While looking at PIA (Peoplesoft Internet Architecture) it is comprised of a variety of components ranging from the browser to the database server including the following
Web browser
Web server
Application server
Batch server
Database server
The following example illustrates at a high level the physical relationship between the PeopleSoft components
Lets look at each of these components to understand what exactly are we talking about
Component Overview-(Brief) 1Web Browser The web browser is the primary means by which end users and even administrators
access PeopleSoft applications and administrative tools
2Web Server
A Java-enabled web server is required to support browser transaction requests and the application messaging technology You install on the web server a collection of PeopleSoft Java servlets designed to handle a wide range of PeopleSoft transactions
Lets look at this a little more closely and recognize all the functionality of the web server To be clear about it the web server use Jolt to communicate with the application server and as we can see they both need Tuxedo to communicate as deduced from the diagram below -
3Application server
The application server is the core of the PeopleSoft Internet Architecture it executes business logic and issues SQL to the database server The application
server consists of numerous PeopleSoft services and server processes that handle transaction requests
The application server is responsible for maintaining the SQL connection to the database for the browser requests and the Windows Development Environment
Lets also look at the functional aspect of the Application Server (I will go much deeper in the later reports) and see what is involved in the communication as the Application server sits in the middle of the PIA ndash
4Batch server
The batch server or batch environment is where you have PeopleSoft Process Scheduler installed and configured and it is the location where many of your batch programs run such as Application Engine programs In most situations this is also where you have your COBOL and SQR executables installed
5Database server
The database server houses your database engine and your PeopleSoft database which includes all of your object definitions system tables application tables and data The database server must be running one of the supported RDBMSoperating system combinations
The relationship between a database server and an application server is a one-to-many model That is a single database server can have multiple application servers connecting to it The database server simultaneously handles the application server connections Development Environment connections and batch programs running against it
Implementation-
My part in all this will be to show a working model of the Peoplesoft Internet Architecture And demonstrate the communication between the servers and the updates made to the Data Base I will go much into details later
For my implementation I will be using-
RDBMS ( My Data Base) ndash Oracle 9i
Install Jolt Tuxedo
Web Server ndash Weblogic
People Tools
Oracle 9i the need of a database-
The heart of any application used by Peoplesoft is of course the database When
all is said and done all of the systems are just tools that allow users to access enter and
manipulate data in a peoplesoft database
Oracle9i Database features full XML database functionality with Oracle XML
DB enhancements to the groundbreaking Oracle Real Application Clusters and self-
tuning and self-management capabilities to help improve DBA productivity and
efficiency In addition the built-in OLAP functionality has been expanded and significant
enhancements and optimizations have been made for the Windows and Linux operating
systems
What is a Database
All peoplesoft internet applications support industry leading database-
management including Oracle Of course terminology varies from platform to platform
so even a basic term such as a database can carry different definitions
In the peoplesoft world a database is a set of database objects with a single owner
ID A peoplesoft database includes the objects and application data required for a single
application
This can cause confusion especially for Oracle user In oracle parlance a
peoplesoft is a schema or logical database In this case we will use the term Database
universally to describe Peoplesoft Databases This is a onset of tables that make up a
peoplesoft application
When referring to the tables in a PeopleSoft database we always categorize them into
three different areas
System Catalog
People Tools
Application Data
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Abstract
Introduction-
PeopleSoft Internet Architecture is completely focused on the internet to provide powerful new functionality for internet-based access and integration This next generation architecture leverages a number of internet technologies and concepts to deliver simple ubiquitous access to PeopleSoft applications and enable the open flow of information between systems While looking at PIA (Peoplesoft Internet Architecture) it is comprised of a variety of components ranging from the browser to the database server including the following
Web browser
Web server
Application server
Batch server
Database server
The following example illustrates at a high level the physical relationship between the PeopleSoft components
Lets look at each of these components to understand what exactly are we talking about
Component Overview-(Brief) 1Web Browser The web browser is the primary means by which end users and even administrators
access PeopleSoft applications and administrative tools
2Web Server
A Java-enabled web server is required to support browser transaction requests and the application messaging technology You install on the web server a collection of PeopleSoft Java servlets designed to handle a wide range of PeopleSoft transactions
Lets look at this a little more closely and recognize all the functionality of the web server To be clear about it the web server use Jolt to communicate with the application server and as we can see they both need Tuxedo to communicate as deduced from the diagram below -
3Application server
The application server is the core of the PeopleSoft Internet Architecture it executes business logic and issues SQL to the database server The application
server consists of numerous PeopleSoft services and server processes that handle transaction requests
The application server is responsible for maintaining the SQL connection to the database for the browser requests and the Windows Development Environment
Lets also look at the functional aspect of the Application Server (I will go much deeper in the later reports) and see what is involved in the communication as the Application server sits in the middle of the PIA ndash
4Batch server
The batch server or batch environment is where you have PeopleSoft Process Scheduler installed and configured and it is the location where many of your batch programs run such as Application Engine programs In most situations this is also where you have your COBOL and SQR executables installed
5Database server
The database server houses your database engine and your PeopleSoft database which includes all of your object definitions system tables application tables and data The database server must be running one of the supported RDBMSoperating system combinations
The relationship between a database server and an application server is a one-to-many model That is a single database server can have multiple application servers connecting to it The database server simultaneously handles the application server connections Development Environment connections and batch programs running against it
Implementation-
My part in all this will be to show a working model of the Peoplesoft Internet Architecture And demonstrate the communication between the servers and the updates made to the Data Base I will go much into details later
For my implementation I will be using-
RDBMS ( My Data Base) ndash Oracle 9i
Install Jolt Tuxedo
Web Server ndash Weblogic
People Tools
Oracle 9i the need of a database-
The heart of any application used by Peoplesoft is of course the database When
all is said and done all of the systems are just tools that allow users to access enter and
manipulate data in a peoplesoft database
Oracle9i Database features full XML database functionality with Oracle XML
DB enhancements to the groundbreaking Oracle Real Application Clusters and self-
tuning and self-management capabilities to help improve DBA productivity and
efficiency In addition the built-in OLAP functionality has been expanded and significant
enhancements and optimizations have been made for the Windows and Linux operating
systems
What is a Database
All peoplesoft internet applications support industry leading database-
management including Oracle Of course terminology varies from platform to platform
so even a basic term such as a database can carry different definitions
In the peoplesoft world a database is a set of database objects with a single owner
ID A peoplesoft database includes the objects and application data required for a single
application
This can cause confusion especially for Oracle user In oracle parlance a
peoplesoft is a schema or logical database In this case we will use the term Database
universally to describe Peoplesoft Databases This is a onset of tables that make up a
peoplesoft application
When referring to the tables in a PeopleSoft database we always categorize them into
three different areas
System Catalog
People Tools
Application Data
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Lets look at each of these components to understand what exactly are we talking about
Component Overview-(Brief) 1Web Browser The web browser is the primary means by which end users and even administrators
access PeopleSoft applications and administrative tools
2Web Server
A Java-enabled web server is required to support browser transaction requests and the application messaging technology You install on the web server a collection of PeopleSoft Java servlets designed to handle a wide range of PeopleSoft transactions
Lets look at this a little more closely and recognize all the functionality of the web server To be clear about it the web server use Jolt to communicate with the application server and as we can see they both need Tuxedo to communicate as deduced from the diagram below -
3Application server
The application server is the core of the PeopleSoft Internet Architecture it executes business logic and issues SQL to the database server The application
server consists of numerous PeopleSoft services and server processes that handle transaction requests
The application server is responsible for maintaining the SQL connection to the database for the browser requests and the Windows Development Environment
Lets also look at the functional aspect of the Application Server (I will go much deeper in the later reports) and see what is involved in the communication as the Application server sits in the middle of the PIA ndash
4Batch server
The batch server or batch environment is where you have PeopleSoft Process Scheduler installed and configured and it is the location where many of your batch programs run such as Application Engine programs In most situations this is also where you have your COBOL and SQR executables installed
5Database server
The database server houses your database engine and your PeopleSoft database which includes all of your object definitions system tables application tables and data The database server must be running one of the supported RDBMSoperating system combinations
The relationship between a database server and an application server is a one-to-many model That is a single database server can have multiple application servers connecting to it The database server simultaneously handles the application server connections Development Environment connections and batch programs running against it
Implementation-
My part in all this will be to show a working model of the Peoplesoft Internet Architecture And demonstrate the communication between the servers and the updates made to the Data Base I will go much into details later
For my implementation I will be using-
RDBMS ( My Data Base) ndash Oracle 9i
Install Jolt Tuxedo
Web Server ndash Weblogic
People Tools
Oracle 9i the need of a database-
The heart of any application used by Peoplesoft is of course the database When
all is said and done all of the systems are just tools that allow users to access enter and
manipulate data in a peoplesoft database
Oracle9i Database features full XML database functionality with Oracle XML
DB enhancements to the groundbreaking Oracle Real Application Clusters and self-
tuning and self-management capabilities to help improve DBA productivity and
efficiency In addition the built-in OLAP functionality has been expanded and significant
enhancements and optimizations have been made for the Windows and Linux operating
systems
What is a Database
All peoplesoft internet applications support industry leading database-
management including Oracle Of course terminology varies from platform to platform
so even a basic term such as a database can carry different definitions
In the peoplesoft world a database is a set of database objects with a single owner
ID A peoplesoft database includes the objects and application data required for a single
application
This can cause confusion especially for Oracle user In oracle parlance a
peoplesoft is a schema or logical database In this case we will use the term Database
universally to describe Peoplesoft Databases This is a onset of tables that make up a
peoplesoft application
When referring to the tables in a PeopleSoft database we always categorize them into
three different areas
System Catalog
People Tools
Application Data
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
server consists of numerous PeopleSoft services and server processes that handle transaction requests
The application server is responsible for maintaining the SQL connection to the database for the browser requests and the Windows Development Environment
Lets also look at the functional aspect of the Application Server (I will go much deeper in the later reports) and see what is involved in the communication as the Application server sits in the middle of the PIA ndash
4Batch server
The batch server or batch environment is where you have PeopleSoft Process Scheduler installed and configured and it is the location where many of your batch programs run such as Application Engine programs In most situations this is also where you have your COBOL and SQR executables installed
5Database server
The database server houses your database engine and your PeopleSoft database which includes all of your object definitions system tables application tables and data The database server must be running one of the supported RDBMSoperating system combinations
The relationship between a database server and an application server is a one-to-many model That is a single database server can have multiple application servers connecting to it The database server simultaneously handles the application server connections Development Environment connections and batch programs running against it
Implementation-
My part in all this will be to show a working model of the Peoplesoft Internet Architecture And demonstrate the communication between the servers and the updates made to the Data Base I will go much into details later
For my implementation I will be using-
RDBMS ( My Data Base) ndash Oracle 9i
Install Jolt Tuxedo
Web Server ndash Weblogic
People Tools
Oracle 9i the need of a database-
The heart of any application used by Peoplesoft is of course the database When
all is said and done all of the systems are just tools that allow users to access enter and
manipulate data in a peoplesoft database
Oracle9i Database features full XML database functionality with Oracle XML
DB enhancements to the groundbreaking Oracle Real Application Clusters and self-
tuning and self-management capabilities to help improve DBA productivity and
efficiency In addition the built-in OLAP functionality has been expanded and significant
enhancements and optimizations have been made for the Windows and Linux operating
systems
What is a Database
All peoplesoft internet applications support industry leading database-
management including Oracle Of course terminology varies from platform to platform
so even a basic term such as a database can carry different definitions
In the peoplesoft world a database is a set of database objects with a single owner
ID A peoplesoft database includes the objects and application data required for a single
application
This can cause confusion especially for Oracle user In oracle parlance a
peoplesoft is a schema or logical database In this case we will use the term Database
universally to describe Peoplesoft Databases This is a onset of tables that make up a
peoplesoft application
When referring to the tables in a PeopleSoft database we always categorize them into
three different areas
System Catalog
People Tools
Application Data
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
4Batch server
The batch server or batch environment is where you have PeopleSoft Process Scheduler installed and configured and it is the location where many of your batch programs run such as Application Engine programs In most situations this is also where you have your COBOL and SQR executables installed
5Database server
The database server houses your database engine and your PeopleSoft database which includes all of your object definitions system tables application tables and data The database server must be running one of the supported RDBMSoperating system combinations
The relationship between a database server and an application server is a one-to-many model That is a single database server can have multiple application servers connecting to it The database server simultaneously handles the application server connections Development Environment connections and batch programs running against it
Implementation-
My part in all this will be to show a working model of the Peoplesoft Internet Architecture And demonstrate the communication between the servers and the updates made to the Data Base I will go much into details later
For my implementation I will be using-
RDBMS ( My Data Base) ndash Oracle 9i
Install Jolt Tuxedo
Web Server ndash Weblogic
People Tools
Oracle 9i the need of a database-
The heart of any application used by Peoplesoft is of course the database When
all is said and done all of the systems are just tools that allow users to access enter and
manipulate data in a peoplesoft database
Oracle9i Database features full XML database functionality with Oracle XML
DB enhancements to the groundbreaking Oracle Real Application Clusters and self-
tuning and self-management capabilities to help improve DBA productivity and
efficiency In addition the built-in OLAP functionality has been expanded and significant
enhancements and optimizations have been made for the Windows and Linux operating
systems
What is a Database
All peoplesoft internet applications support industry leading database-
management including Oracle Of course terminology varies from platform to platform
so even a basic term such as a database can carry different definitions
In the peoplesoft world a database is a set of database objects with a single owner
ID A peoplesoft database includes the objects and application data required for a single
application
This can cause confusion especially for Oracle user In oracle parlance a
peoplesoft is a schema or logical database In this case we will use the term Database
universally to describe Peoplesoft Databases This is a onset of tables that make up a
peoplesoft application
When referring to the tables in a PeopleSoft database we always categorize them into
three different areas
System Catalog
People Tools
Application Data
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Oracle 9i the need of a database-
The heart of any application used by Peoplesoft is of course the database When
all is said and done all of the systems are just tools that allow users to access enter and
manipulate data in a peoplesoft database
Oracle9i Database features full XML database functionality with Oracle XML
DB enhancements to the groundbreaking Oracle Real Application Clusters and self-
tuning and self-management capabilities to help improve DBA productivity and
efficiency In addition the built-in OLAP functionality has been expanded and significant
enhancements and optimizations have been made for the Windows and Linux operating
systems
What is a Database
All peoplesoft internet applications support industry leading database-
management including Oracle Of course terminology varies from platform to platform
so even a basic term such as a database can carry different definitions
In the peoplesoft world a database is a set of database objects with a single owner
ID A peoplesoft database includes the objects and application data required for a single
application
This can cause confusion especially for Oracle user In oracle parlance a
peoplesoft is a schema or logical database In this case we will use the term Database
universally to describe Peoplesoft Databases This is a onset of tables that make up a
peoplesoft application
When referring to the tables in a PeopleSoft database we always categorize them into
three different areas
System Catalog
People Tools
Application Data
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Oracle 9i Installation-
Letlsquos install the Database and move on from there For Oracle 9i installation on
Windows-2000(and above) Linux Sun Solaris 8(and above) etc the oracle database
comes equipped with a Oracle Universal Installer We can use this GUI tool provided by
the Oracle Software to install and configure the Database( but this setup is only for a
database on one machine that is a home computer for corporate computers they require
stable machines like Sun SolarisAIXUnix-HP) But our task does not stop at this we
also need to configure and build tables according to the peoplesoft applications about
this we will be learning further(more included in Data Mover script)
The Oracle Universal Installer looks like the following Window-
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The next window shows us where our Oracle Home folder will be created and we have the option to change it (as in UNIX it is recommended to installation files and the Database on different Mount points or physical devices)
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
After selecting our home folder we will be prompted with a list of products we have
available The Available Products window appears Choose Oracle9i Database and click
Next
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The Installation Types window appears We will perform a ―typical install to get a basic
set of Oracle software installed and a starter database You can rerun the installer again
later and choose Custom to install additional products individually For now choose
Standard Edition or Enterprise Edition The Enterprise Edition of Oracle9i has some very
sophisticated features missing from Standard Edition and the opportunity to purchase
additional options that might be valuable to a large enterprise However the Enterprise
Edition is much more expensive than Standard Edition It is very important that you
choose the edition that matches your license as this will be difficult to fix later I use the
Enterprise Edition Click Next
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The Database Configuration window appears We will go the easy route here and choose
a General Purpose database and click Next Alternatively you could choose Customized
and tailor the starter database to your own specifications Or you could choose Software
Only and not create a starter database at all (You can always run the Database
Configuration Assistant later to create drop or reconfigure databases)
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
If you have any existing Oracle databases on your server that are at a version prior
to what you are now installing the installer will ask if you would like to run the Database
Upgrade Assistant at the end of the installation to migrate or upgrade these older
databases to the current version Make your decision and click Next (We wonlsquot be
covering the Database Upgrade Assistant here)
The Database Identification window appears You need to specify both a global
database name and an SID (instance name) for the starter database that will be created
The SID will default to the setting of the ORACLE_SID environment variable but you
can override it here if you wish You should give your database a global name that is the
same as the SID with your domain name appended Click Next
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The Database File Location window appears The starter database will have all of its files
in one directory under this mount point This may or may not be a good design for high
performance and availability but is fine for a starter database Click Next
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The Database Character Set window appears We will leave this to default and move on
Click Next
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The Summary window appears Review all of the selections you have made to confirm
they are correct Click Install
If you are installing from CD ROM youlsquoll be prompted to mount the second and third
CD ROMs at various points during the install
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
A Configuration Tools window appears a minute later and the Oracle Net
Configuration Assistant launches to configure networking so that your database will be
able to accept requests from remote clients No action is required on your part and this
step completes quickly The Database Configuration Assistant launches to create a starter
database A progress window will show you how the database creation is going Database
creation took about five minutes on my server but will take substantially longer if you
chose a customized database configuration When database creation is complete a
window will appear telling you that most user accounts on the database have been locked
and that you must change the passwords for the SYS and SYSTEM database users You
may enter the new passwords and click OK Alternatively you may click the Password
Management button and unlock accounts and set passwords for all database users as you
wish
The Agent Configuration Assistant launches to configure Oraclelsquos ―intelligent
agent a monitoring and job-running agent that you control through Oraclelsquos Enterprise
Manager tool No action is required on your part and this step completes quickly
The Apache HTTP listener will now start No action is required on your part and
this step completes quickly The End of Installation window appears You may click Exit
to exit the installer or Next Install to begin another installation You might click Next
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Install for example to perform a custom installation to install individual products that
did not get installed as part of the ―typical installationmdashsuch as ProCC++
It is important to note that the default Enterprise Edition install loads certain extra cost
options such as table partitioning onto your database server If you are not licensed to
use these options then you should deinstall them To deinstall products click the
Deinstall Products button on the Welcome window
Exit the installer when you have completed installations and deinstallations This way
now we have our peoplesoft database but we still need to update it with our peoplesoft
tables(as it is all metadata driven) We will discuss it further with data mover scripts
which we run for our database
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Understanding the PeopleSoft Installer
This section discusses
bull Defining the PeopleSoft Installer
bull Understanding PeopleSoft Servers
Defining the PeopleSoft Installer
The PeopleSoft Installer is a Java-based tool that delivers software to your serversThe
PeopleSoft Installer enables you to transfer files directly to various PeopleSoft serversmdash
including application servers batch servers web servers and database serversmdashwithout
first copying all files to a file server You run the PeopleSoft installer from your
PeopleTools CD to install the necessary products on the target machines Which files are
installed depends on which products you are licensed for the operating system on the
target machine the database platform and the selected server option The PeopleSoft
Installer installs files directly to Windows UNIX and Linux machines PeopleTools and
PeopleSoft Applications use the same PeopleSoft Install template This chapter discusses
the installation of PeopleTools followed by the installation of applications CDs and the
Multilanguage CD
Prerequisites
The PeopleSoft Installer requires Java Virtual Machine (JVM) which is bundled for all
OS platforms The PeopleSoft Installer searches for the JVMs in the directories in which
users would typically install JVM If the search fails the bundled JVM will be used For
the PeopleSoft Installer to run successfully you must have JREJDK version 14x or
higher Before running the PeopleSoft installer you must verify that you have the correct
patches for your JVM level
Make sure you have at least 45 GB of free space to perform your installation If you are
installing
Enterprise Resource Planning Connectors you will need an additional 400 MB of disk
space See Running the PeopleSoft Installer The installation process also requires at least
15 GB of free temporary disk space which is needed only for the duration of the
process The process uses the directory defined by the TEMP environment variable on
your installation computer The user who installs PeopleTools must be root or the owner
of ltPS_HOMEgt You must have admin privileges to install the PeopleSoft web server
Running the PeopleSoft Installer
This section discusses
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
bull Understanding the PeopleSoft Installer PeopleSoft Proprietary and Confidential 87
Using the PeopleSoft Installer Chapter 3
bull Starting the PeopleSoft Installer
bull Running the PeopleSoft Installer in GUI Mode
Understanding the PeopleSoft Installer
The PeopleSoft Installer guides you through the process of installing files to your various
servers You must run the PeopleSoft Installer on each machine that you use for one or
more PeopleSoft server
Running the PeopleSoft Installer in GUI Mode
To run the PeopleSoft Installer in GUI mode
Launch the installer Click Next when you see the Welcome screen
Click the radio button to accept the license agreement and click Next
Enter ―I Agree if you have read and understood the license agreement (this is
very important as you should know what kind of a deal you are getting into)
Select your Unicode or Non-Unicode Database
Unicode databases are beneficial if you intend to deploy your applications globally and
would otherwise have to implement multiple databases to handle different languages
However Unicode databases require much more disk space than non-Unicode databases
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Enter your license code and click Next
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
If you would (or according to specifications require ERP then you could say yeslsquo
but we do not require it so we will say nolsquo for now If you choose Yes specify
the installation directory Note that this directory must not be the location in
which PeopleTools is installed or a subdirectory of that directory
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Specify your oracle bin path for connectivity of our PeoplTools with our Oracle
Database The default location for the connectivity software for your platform (as
set by the vendor) is listed in the following table If the database connectivity
software was installed to a different directory enter that path instead
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
If you need icons then you could install them This is a option for your
convenience
For your reference (Only for windows install) see where your PeopleTools
program folder will be residing
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
At this point enter the configuration information for Environment Management
Select the machine name of the web server running the Environment Manager Hub
(This will very likely be the machine on which youre running PIA) Select the hub
port number (the default is 80) This needs to match the PIA port If you change the
port number for the PIA configuration you must also change the web server listener
port number for all the agents in the configurationproperties file
The next screen lists the PeopleTools components (features) for which you are
licensed
Accept the defaults for the PeopleTools features and click Next
bull Select PeopleTools to install PeopleTools and the PeopleSoft Internet Architecture This
component contains the core PeopleTools files and is required for the proper operation of
the PeopleSoft system and the PeopleSoft Internet Architecture
bull Select PeopleTools System Database to allow your developers to create custom
PeopleTools applications outside of the delivered PeopleSoft Application
bull The PeopleTools Language Pack and PeopleTools Language Development Kit contain
the translated PeopleTools DLLs and the resource files and headers needed to build them
Select PeopleTools Language Pack if you plan on running the Windows components of
the installation in languages other than English This component contains the compiled
PeopleSoft translations for the Windows client If you are not using multiple languages
throughout your implementation you do not need this component
Select PeopleTools Language Development Kit if you plan on modifying or creating your
own new translations for the PeopleTools Windows client components It contains the
source and header files required to modify and compile new versions of these
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
translations Again you do not need this component if you are not using multiple
languages
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
You will see an installation confirmation window If the information is
correct choose Next If you need to modify any of the information choose the
Back button and make your changes
If prompted change your CD during the installation process
After the files have been installed click Finish to complete the setup
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
ERP
ERP General Description
Short for enterprise resource planning a business management system that
integrates all facets of the business including planning manufacturing sales and
marketing As the ERP methodology has become more popular software applications have emerged to help business managers implement ERP in business
activities such as inventory control order tracking customer service finance and human
resources
Take a customer order for example Typically when a customer places an order that
order begins a mostly paper-based journey from in-basket to in-basket around the
company often being keyed and rekeyed into different departments computer systems
along the way All that lounging around in in-baskets causes delays and lost orders and
all the keying into different computer systems invites errors Meanwhile no one in the
company truly knows what the status of the order is at any given point because there is no
way for the finance department for example to get into the warehouses computer system
to see whether the item has been shipped Youll have to call the warehouse is the
familiar refrain heard by frustrated customers
ERP vanquishes the old standalone computer systems in finance HR manufacturing and the warehouse and replaces them with a single unified software program divided into software modules that roughly approximate the old standalone systems Finance manufacturing and the warehouse all still get their own software except now the software is linked together so that someone in finance can look into the warehouse software to see if an order has been shipped Most vendors ERP software is flexible enough that you can install some modules without buying the whole package Many companies for example will just install an ERP finance or HR module and leave the rest of the functions for another day
General Duration Of ERP projects
Companies that install ERP do not have an easy time of it Dont be fooled when ERP vendors tell you about a three or six month average implementation time Those short (thats right six months is short) implementations all have a catch of one kind or another The company was small or the implementation was limited to a small area of the company or the company used only the financial pieces of the ERP system (in which case the ERP system is nothing more than a very expensive accounting system) To do ERP right the ways you do business will need to change and the ways people do their jobs will need to change too And that kind of change doesnt come without pain Unless of course your ways of doing business are working extremely well (orders all shipped on time productivity higher than all your competitors customers completely satisfied) in which case there is no reason to even consider ERP
PeopleSoft Enterprise
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Oraclelsquos PeopleSoft Enterprise applications are designed for the most complex business
requirements They provide web services integration with multivendor and homegrown
applications and can be easily configured and adapted to meet the most unique customer
requirements In addition PeopleSoft Enteprise supports a very broad choice of
technology infrastructure
Oracles PeopleSoft Enterprise Performance Management (EPM) enables organizations to achieve world-class performance by aligning the right information and resources to strategic objectives
PeopleSoft EPM offers performance management solutions for every budget and every phase of the management cycle helping managers formulate strategies for profitable growth align strategies with operational plans actively monitor day-to-day operations and collaborate across the enterprise
With the latest release of PeopleSoft EPM customers gain real-time interactive profitability and planning tools next-generation global compliance functionality and rich packaged analytic content to speed application deployment And EPM 89 is the first release that will have a supported migration path to Project Fusion and Oracles adoption of a service-oriented architecture
As we are more interested in financial criterions we will be installing financials Our FIN version is FIN 89 In the same process as before we launch the installation wizard but make note that we will be installing Financials on top of our People Tools folder so as to make our people tools Financial based The first window of installation looks like
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
In the next window it asks you to accept the license agreement if you do not agree to the
terms your installation will not initiate and you will not be able to install if you agree to
the terms you may continue
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Enter the key for your product which contains all the material you are entitled to
according to your install
Specify if your Data Base is Unicode or Non-Unicode
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Check everything you would like to install or un-check anything which you think can be
done without
Specify your People Tools directory
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
The next window will list out products only install products which you want modules
which you wont be using will only waste your system space and lower performance
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
This next window will confirm your selection and ask for your conformation to proceed
and install if you agree select next
The next window appears and at the end of install prompts that you are done will install
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Converting your Oracle Database to a Peoplesoft Database
Alright now we are done with our ERP installation We have installed a Oracle database
now how do we insert data into this database which does not know what are our
peoplesoft tables Peoplesoft database is Metadata driven meaning it contains data about
data and groups it in laymanlsquos terms something like making tables in MS Excel So first
we create table spaces in our database according to our ERP and then start pumping in
data related to our peoplesoft in those tables using Data Movers
First we create the table spaces and create users in accordance with our install Now first
we need to know where these scripts are We look into the peoplesoft home folder in our
case PT846 into scripts folder NT folder and modify six scripts namely
1 Utlspacesql
2 Dbownersql
3 Epddlsql ( this is specific to our ERP which is financials in case of EPM it would
be PFddlsql)
4 Psrolessql
5 Psadminsql
6 Connectsql
The changes will be as follows
UTLSPACESQL
set termout on
set echo off
set echo on
spool clogutlspacelog ndash change it to any specific folder or log area you would like
They are best used for troubleshooting errors Do this to all the other logs too
REM Create a temporary tablespace for database users
REM
CREATE TEMPORARY TABLESPACE PSTEMP
TEMPFILE ltdrivegtoradataltSIDgtpstemp01dbf SIZE 300M
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K
REM Create a tablespace for database users default tablespace
REM
CREATE TABLESPACE PSDEFAULT
DATAFILE ltdrivegtoradataltSIDgtpsdefaultdbf SIZE 100M
EXTENT MANAGEMENT LOCAL AUTOALLOCATE
CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE
coracleoradataorclpstemp01dbf SIZE 60M REUSE
AUTOEXTEND ON NEXT 100M MAXSIZE unlimited
EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
spool off
DBOWNERSQL
set echo on
spool CLOGdbownerlog ndash I store my log files in a log folder
GRANT CONNECT RESOURCE DBA TO PS IDENTIFIED BY PS
CONNECT PSPSEPMDEV
CREATE TABLE PSDBOWNER (DBNAME VARCHAR2(8) NOT NULL
OWNERID VARCHAR2(8) NOT NULL ) TABLESPACE PSDEFAULT
CREATE UNIQUE INDEX PS_PSDBOWNER ON PSDBOWNER (DBNAME)
TABLESPACE PSDEFAULT
CREATE PUBLIC SYNONYM PSDBOWNER FOR PSDBOWNER
GRANT SELECT ON PSDBOWNER TO PUBLIC
CONNECT SYSTEMpasswordEPMDEV
REVOKE CONNECT RESOURCE DBA FROM PS
spool off
EPDDLSQL
This script is substantially long so I will not put it in our document instead will show
what changes we will need to make
Replace ltdrivegtoradataltSIDgt with your specific database extension which in our
case is CoracleoradataEPMDEV do this for the whole document
Also replace REMARK ALTER with ALTER Meaning take the Remark out and
let it alter the database This is the script which will create the peoplesoft table spaces
for our oracle Database
PSROLSESQL
set echo on
spool clogpsroleslog
DROP ROLE PSUSER This is just to make sure that the user does not exist
DROP ROLE PSADMIN This drops the roles PSADMIN
CREATE ROLE PSUSER Creates the user
GRANT CREATE SESSION TO PSUSER
CREATE ROLE PSADMIN
This script will create a user PS and grant
it the owner privlages Let it connect to
the database and create the tablespace
PSDBOWNER
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
GRANT
ANALYZE ANY
ALTER SESSION ALTER TABLESPACE ALTER ROLLBACK SEGMENT
CREATE CLUSTER CREATE DATABASE LINK CREATE PUBLIC
DATABASE LINK
CREATE PUBLIC SYNONYM CREATE SEQUENCE CREATE SNAPSHOT
CREATE SESSION CREATE SYNONYM CREATE TABLE CREATE VIEW
CREATE PROCEDURE CREATE TRIGGER CREATE TABLESPACE CREATE
USER
CREATE ROLLBACK SEGMENT
DROP PUBLIC DATABASE LINK DROP PUBLIC SYNONYM DROP
ROLLBACK SEGMENT
DROP TABLESPACE DROP USER MANAGE TABLESPACE RESOURCE
EXP_FULL_DATABASE IMP_FULL_DATABASE
GRANT ANY ROLE ALTER USER BECOME USER
TO PSADMIN WITH ADMIN OPTION
spool off
This script creates the user PSADMIN and grants it admin privileges
PSADMINSQL
set echo on
spool clogpsadminlog
REMARK -- Create the PeopleSoft Administrator schema
create user SYSADM identified by SYSADM default tablespace PSDEFAULT
temporary tablespace pstemp
grant PSADMIN TO SYSADM
grant unlimited tablespace to SYSADM
connect systempasswordEPMDEV
set echo off
REM ORACLE_HOMErdbmsadmincatdbsyn
REM ORACLE_HOMEsqlplusadminpupbld
spool off
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
CONNECTSQL
set echo on
spool clogconnectlog
REMARK -- drop user people cascade
create user people identified by peop1e default tablespace PSDEFAULT
temporary tablespace PSTEMP
GRANT CREATE SESSION to people
REMARK -- drop user ltCONNECTIDgt cascade
REMARK -- create user ltCONNECTIDgt identified by ltPASSWORDgt default
tablespace ltTSPACEgt
REMARK -- temporary tablespace ltTSPACEgt
REMARK -- GRANT CREATE SESSION to ltCONNECTIDgt
spool off
Next log into SQL Plus with the user SYSTEMpassword into database EPMDEV
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Once you are logged in run the script using the commands
c your folder utlspacesql
c your folder dbownersql
c your folder epddlsql
c your folder psrolessql
c your folder psadminsql
c your folder connectsql
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Once you have run the scripts navigate to your Configuration Manager and make the
following changes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Now navigate to your Data Mover and login as SYSADM
In your data mover navigate to FILEDATABASE SETUP
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Select Demo and add the database setup file and click next
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Make your changes in the following screen and click FINISH
Your Data Mover Script looks like
REM - epmdevoradms
REM - Created by Data Mover 846 Sat Nov 12 045921 2005
REM -
REM - Database Platform Oracle
REM - Non-Unicode Database
REM - Selected Character Set WE8ISO8859P1 - Western European ISO 8859-1
REM - Generate Latin-1 Code
REM -
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengslog
SET INPUT CPT846dataepengsdb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - PeopleSoft FINSCM Database - US English
SET LOG CDOCUME~1ADMINI~1LOCALS~1Tempepengllog
SET INPUT CPT846dataepengldb
SET COMMIT 30000
SET NO VIEW
SET NO SPACE
SET NO TRACE
SET UNICODE OFF
SET IGNORE_DUPS
IMPORT
REM - Final Database cleanup
REM -
REM - Based on your inputs to Database Setup you will be using
REM - ConnectIDs to connect to your PeopleSoft Application
REM -
INSERT INTO PSPSDBOWNER VALUES(EPMDEV SYSADM)
UPDATE PSSTATUS SET OWNERID = SYSADM
UPDATE PSOPRDEFN SET SYMBOLICID = SYSADM1 OPERPSWD =
OPRID ENCRYPTED = 0
UPDATE PSACCESSPRFL SET ACCESSID = SYSADM SYMBOLICID =
SYSADM1 ACCESSPSWD = SYSADM VERSION = 0 ENCRYPTED = 0
UPDATE PSOPTIONS SET LICENSE_CODE = 1377ffffffffffffff819ff812nk7mk
LICENSE_GROUP = 2
UPDATE PS_INSTALLATION SET
AM=Y BI=Y TR=Y CCM=Y WR=Y CA=Y CCU=Y DEAL=Y
DP=Y EB=Y
EG=Y PV=Y PPESA=Y MPA=Y ES=Y EX=Y PPFIN=Y FP=Y
GL=Y GM=Y
INV=Y IP=Y MG=Y TE=Y OM=Y FO_PBM=Y AP=Y CP=Y
PGM=Y PC=Y
TD=Y PM=Y PO=Y QS=Y AR=Y RS=Y RISK=Y SP=Y PIPS=Y
AUC=Y
PPSCM=Y SPL=Y CAT=Y
GRANT SELECT ON PSSTATUS TO PEOPLE
GRANT SELECT ON PSOPRDEFN TO PEOPLE
GRANT SELECT ON PSACCESSPRFL TO PEOPLE
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
CREATE VIEW SYSKEYS
(IXCREATOR IXNAME COLNAME COLNO COLSEQ ORDERING
FUNCTION)
AS SELECT
AOWNERID BINDEX_NAME BCOLUMN_NAME BCOLUMN_POSITION
BCOLUMN_POSITION a
FROM PSSTATUS A USER_IND_COLUMNS B
CREATE VIEW SYSINDEXES
(TBCREATOR NAME TBNAME CREATOR UNIQUERULE COLCOUNT
IXTYPE CLUSTERRULE IXSIZE PERCENTFREE)
AS SELECT
TABLE_OWNER INDEX_NAME TABLE_NAME TABLE_OWNER
SUBSTR(UNIQUENESS11) 1 b n 1 PCT_FREE
FROM USER_INDEXES
REM - ENCRYPT PASSWORD
SET LOG cdocume~1admini~1locals~1tempencryptlog
ENCRYPT_PASSWORD
REM - CREATE TRIGGERS
SET LOG cdocume~1admini~1locals~1temptriggerslog
CREATE_TRIGGER
REM - CREATE VIEWS
SET LOG cdocume~1admini~1locals~1tempviewslog
REPLACE_VIEW
REM - CREATE TEMP TABLES
SET LOG cdocume~1admini~1locals~1temptemptblslog
CREATE_TEMP_TABLE
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Now you are all set with your Peoplesoft Database All you need to do next is to
configure your Application Server Process Scheduler and Webserver and you are all set
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes
Concusion
Oracles PeopleSoft Enterprise Purchasing is the application for professional buyers that streamlines purchase order processing while strengthening policy compliance PeopleSoft Purchasing enables customers to automate core transaction processing manage policy exceptions and electronically transact with suppliers Freeing staff for high-value activities with complete procure-to-pay automation is essential to streamlining procurement processes