Mobile Approval Installation - · PDF filePeopleSoft Mobile Approval Installation 3 Additional...

Mobile Approval Installation

December 2015

2

Contents Mobile Approval Installation ....................................................................................................................................... 1

Additional Installation Instructions ...................................................................................................................... 3

Instructions for Mobile Approvals Setup ............................................................................................................. 3

Prerequisites ...................................................................................................................................................... 3

New Database Configuration ............................................................................................................................. 5

Adding the Approvals Fluid Role .................................................................................................................... 5

Enabling Mobile Approval Transactions ......................................................................................................... 5

Middle Tier Configuration ................................................................................................................................... 8

Validating REST Services ............................................................................................................................... 8

Verifying Inactive Consumer Service Operations ........................................................................................... 8

Verifying Active Provider Service Operations ................................................................................................. 9

Performing Local Node Introspection and Deployment ................................................................................ 11

Performing MAP File Synchronization .......................................................................................................... 12

Activating Push Notification .......................................................................................................................... 13

Activating Mobile Approvals Options Sync ................................................................................................... 14

Instructions for Mobile Approvals Setup using Automated Configuration Manager Plugins (ACM Plugins) ... 15

Prerequisites ................................................................................................................................................. 15

Configuring Mobile Approvals using ACM Plugins ........................................................................................... 15

PeopleSoft Mobile Approval Installation

3

Additional Installation Instructions This document discusses additional instructions that are applicable after applying a Change Package using Change Assistant.

These instructions are intended for the expert technical user who is responsible for applying application changes to your PeopleSoft system. This user should have a basic understanding of PeopleSoft systems and have completed the PeopleSoft Upgrade and Data Management training course. Familiarity with PeopleSoft Change Assistant, PeopleSoft Data Mover, PeopleSoft Application Designer, COBOL compilers, and Structured Query Language (SQL) tools is also recommended.

For the latest information about updates and fixes for Oracle applications, go to My Oracle Support at https://support.oracle.com.

Instructions for Mobile Approvals Setup This document discusses how to enable Mobile Approvals manually after having applied the delivered project using Change Assistant.

These instructions are intended for the expert technical user who is responsible for applying application changes to your PeopleSoft system.

For the latest information about updates and fixes for Oracle applications, see Oracle’s online customer support information resource. Access it through Oracle’s website at support.oracle.com.

Prerequisites

Note. Oracle recommends that you are on PeopleTools 8.54.07 or higher patch level to use Mobile Approvals.

Before you begin, ensure that you follow these instructions in the order given:

1. Select PeopleTools, Integration Broker, Configuration, Gateways and complete the following steps to validate the local gateway setup:

a. Verify that the correct local gateway URL appears in the URL field and that the Local Gateway check box is selected.

b. Verify that all local gateway connectors appear in the Connectors group box.

c. Verify that you are able to ping the gateway successfully (status appears as Active) when you click the Ping Gateway button.

d. Click the Gateway Setup Properties link to open the PeopleSoft Node Configuration page, where you can verify that the App Server URL field and the Node Name field (in the PeopleSoft Nodes group box) display the default value.

e. On the PeopleSoft Node Configuration page, click the Advanced Properties Page link to verify that the keystore location and password are set up.

2. Select PeopleTools, Integration Broker, Configuration, Service Configuration and click the Setup Target Locations link to verify that the correct REST target location URL appears.

3. Select PeopleTools, Integration Broker, Integration Setup, Nodes and complete these steps:

PeopleSoft Mobile Approval installation

4

a. On the Node Definitions page, verify that the node password is set for the default local node.

b. On the Connectors page, verify that the ping is successful when you click the Ping Node button.

c. On the Portal page, verify that the Local Node check box is selected and that the content URI text and portal URI text contain the default local node value.

d. Search for the node ANONYMOUS and verify that the default User ID is set up.

4. Ensure that you use one of the following browsers with minimum version for Fluid User Interface access: Internet Explorer 11, Mozilla Firefox 24, and Google Chrome 35.

5. Perform MAP file synchronization to synchronize PeopleTools layouts to Integration Gateway by completing the following steps:

a. Select PeopleTools, Integration Broker, Integration Network WorkCenter and click the MAP File Synchronization link under the Configuration folder.

b. On the MAP File Synchronization page, click the Synch button to initiate web server to make a REST call to retrieve files.

c. Click the View Gateway Files link to view the status of files residing on the gateway and verify that files are present on the gateway; if no files exist, the synchronization was not successful.

6. Validate the layout PT_MAPFLUID by completing the following steps:

a. Select PeopleTools, Mobile Application Platform, Layout Designer and search for the PT_MAPFLUID layout.

b. On the Layout page, click the View Initialization URL link to view and copy the URL.

c. Paste the copied URL into a browser and verify that it works.

7. Validate that Integration Broker is properly configured by completing the following steps:

a. Select PeopleTools, Integration Broker, Integration Network WorkCenter, Configuration Status.

b. If Integration Broker is properly configured, you should see green checkmarks for each of the items listed.

c. If Integration Broker is not properly configured, the Configuration Status page will indicate which part of the configuration is missing.


5

New Database Configuration Complete the following subtasks to configure a new database for Mobile Approvals.

Adding the Approvals Fluid Role

Complete these steps to add the Approvals Fluid role for every user who will need access to the Mobile Approval page:

1. Navigate to Main Menu, PeopleTools , Security, User Profiles, User Profiles.

2. Enter a User ID.

3. Select the Roles tab.

4. Under User Roles, add a new row and enter Approvals Fluid in the Role Name field.

5. Click Save.

Enabling Mobile Approval Transactions

Complete these steps to enable mobile approval transactions:

1. Grant the user who is accessing Mobile Approval Transactions the role EOAW_ADMINISTRATOR.

2. Navigate to Main Menu, Enterprise Components, Approvals, Approvals, Mobile Approval Options.

3. On the Transaction Tab, select the Include in Fluid check box for each transaction to be enabled.

Note: As of HCM PUM Image #13, FSCM PUM Image #12, and ELM PUM Image #9, the Include in Fluid check box will no longer be visible. All listed transactions will behave as if the Include in Fluid check box is selected.


6

Approval Transaction page, Transactions tab

4. Optionally, when the Include in Fluid check box is selected, the Transaction Group field can be set.

If you want a transaction to appear as part of a group, you can select a group from the Transaction Group drop-down menu. You create new Transaction Groups on the General Settings tab.

Note: As noted previously, the Include in Fluid check box may not appear, depending on your level of maintenance. If the check box is not visible, then the Transaction Group will always be enabled.

See Creating a Transaction Group.

5. If you want to allow approvals of more than one transaction type at a time, select the “Allow Mass Approval” check box for that transaction. This will allow multiple transactions of the same type to be approved at one time.

6. On the Handler tab, verify that a value exists for the “Root Package ID”. Note: If the flag “Include in JQuery Mobile” is enabled, the transaction does not require a “Root Package ID”. This should only occur in the FSCM.


7

Approval Transactions page, Handlers tab

7. On the Actions tab, verify the approval actions that should appear in the Mobile Approvals transaction list or on the detail page. This data is delivered as system data and should already be available.

Approval Transactions page, Actions tab

8. On the Images tab, validate the image you want to be associated with the transaction in the Small Image field.

For delivered transactions, the image should already be defined. The Mobile Approvals product does not use the Medium Image and Large Image fields.


8

Approval Transactions page, Image tab

9. Click Save.

Middle Tier Configuration The following instructions are for all PeopleSoft products.

Validating REST Services

Complete these steps to validate REST services for your product line:

1. Select PeopleTools, Integration Broker, Integration Setup, Services.

The Services - Search page opens.

2. Select the REST Service check box.

3. Click Search.

4. In the search results, verify that the services HMAP_APPRO_MAIN_XXX1_MAP and HMAP_APPRO_DTL_XXX1_MAP exist.

Note: XXX represents your application, for example, HCM, ELM, or FIN.

Verifying Inactive Consumer Service Operations

Complete these steps to verify inactive service operations.

1. Select PeopleTools, Integration Broker, Integration Setup, Services.

2. In the Services page, verify that all service operations of the service HMAP_APPROVAL are inactive, as shown in the following example:


9

HMAP_APPROVAL Service page

Verifying Active Provider Service Operations

Complete these steps to verify that service operations are active:

1. Select PeopleTools, Integration Broker, Integration Setup, Service Operation.

2. On the Service Operations search page, search for and select the approval related service operation EOAW_STATUS_MONITOR1_MAP_GET.

The Service Operations - General page appears, as shown in the following example:


10

EOAW_STATUS_MONITOR1_MAP_GET - General page

3. In the Default Service Operation Version group box, verify that the Active check box is selected.

4. Select the Handlers tab to access the Handlers page.

5. On the Handlers page, verify that the handlers are active, as shown in the following example:

EOAW_STATUS_MONITOR1_MAP_GET - Handlers page


11

6. Select the Routings tab.

7. In the Routing Definitions group box, click each routing to open the IB Routing Definitions page.

8. Open the IB Routing Definitions page for each routing and verify that the status is as shown in this example:

EOAW_STATUS_MONITOR1_MAP_GET Routings page

9. Repeat the previous steps for the following approval service operations where XXX = the application name, for example, HCM, ELM, or FIN.

Note: This is a validation step. The services should already be active.

EOAW_STATUS_MONITOR1_MAP_POST EOAW_MOBILE_APPROVAL HMAP_APPRO_DTL_XXX1_MAP_GET HMAP_APPRO_DTL_XXX1_MAP_POST HMAP_APPRO_MAIN_XXX1_MAP_GET HMAP_APPRO_MAIN_XXX1_MAP_POST HMAP_APPRO_CONT_INFO1_MAP_GET HMAP_APPRO_CONT_INFO1_MAP_POST HMAP_COMMON_DTL_SBP1_MAP_GET HMAP_COMMON_DTL_SBP1_MAP_POST PT_MAPFLUID1_MAP_GET PT_MAPFLUID1_MAP_POST PTIMAGE_GET

SIGNON1_MAP_GET

SIGNON1_MAP_POST

Performing Local Node Introspection and Deployment

Complete these steps to perform local node introspection and deployment:

1. Navigate to PeopleTools, Integration Broker, Integration Network WorkCenter.

2. Under the Administration folder, click the Introspection and Deployment link.

3. In the Search for Items - Introspection/Deployment page, select the Service option to enable the Service field.

4. Enter HMAP_APPROVAL in the Service field.

5. Click Search.


12

The service HMAP_APPROVAL appears in the Select Items to Process group box.

6. Select the HMAP_APPROVAL check box.

7. Click Continue.

8. On the Target page, select the Local Node option and then click Continue.

9. On the Introspection/Deployment page, click the Introspect button.

10. On the Introspection Results page, select all of the service operations that have the check boxes selected, as shown in this example:

Introspection Results page

11. Click the Deploy button.

Performing MAP File Synchronization

Complete these steps to synchronize Mobile Approval layouts to Integration Gateway.

1. Select PeopleTools, Integration Broker, Integration Network WorkCenter.

2. Under the Configuration folder, click the MAP File Synchronization link.

3. On the MAP File Synchronization page, click the Synch button, as shown in the following example:


13

MAP File Synchronization page

Activating Push Notification

Complete the following steps to activate Push Notification for each transaction supported in Mobile Approvals.

1. Select Main Menu, Enterprise Components, Approvals, Approvals, Transaction Registry and search for the process ID for your transaction.

2. Expand the Notification Options area and select the Push check box, as shown in the following example:


14

Register Transactions page

3. Click Save.

Note: See the product documentation for PeopleTools: System and Server Administration for your new release for information about Push Notification.

Activating Mobile Approvals Options Sync

In Mobile Approvals Options, you can synchronize the Maximum Approvals Displayed, Maximum Lines Displayed, and Age for Approvals History in Days options between remote systems so that the behavior of Mobile Approvals is the same, regardless of which application the user enters through.

An asynchronous EIP named HMAP_GEN_OPTIONS propagates these settings to remote systems. Updates made in any one of the systems will be immediately messaged to the others. If the EIP is active, then it is automatically triggered when updates to the Mobile Approvals Options page are saved. To activate:

1. Select PeopleTools, Integration Broker, Integration Setup, Service Operations.

2. Open HMAP_GEN_OPTIONS and activate Service Operation, Handler, and Routing.


15

Instructions for Mobile Approvals Setup using Automated Configuration Manager Plugins (ACM Plugins) This section discusses how to set up Mobile Approvals using Automated Configuration Manager (ACM) Plugins after having applied the delivered project using Change Assistant.

These instructions are intended for the expert technical user who is responsible for applying application changes to your PeopleSoft system.

For the latest information about updates and fixes for Oracle applications, see Oracle’s online customer support information resource. Access it through Oracle’s website at support.oracle.com.

Prerequisites

Before you begin ensure that all the tasks that are listed out in the New Database Configuration Section of this document have been completed. The user who will be performing the configuration tasks using ACM Plugins should have ACM Administrator role.

Note. Oracle recommends that you are on PeopleTools 8.54.07 or higher patch level to use Mobile Approvals.

Configuring Mobile Approvals using ACM Plugins Please note the steps detailed below is one way you can configure using ACM Plugins (PIA option) . ACM Plugins can also be executed via the command line and they can be set up to run automatically. Please refer to PeopleSoft Online Help for detailed documentation related to Automated Configuration Manager Framework.

1. Register the ACM Plugins PTIBMapApprovalSvcInstall and PTIBIntrospectionDeployment.

a. If you are on PeopleTools 8.54.0x, log on to PIA and navigate to PeopleTools, Automated Config Manager, ACM Utilities, Register Plugin.

b. If you are on PeopleTools 8.55.0x log on to PIA and navigate to PeopleTools, Automated Config Manager, ACM Utilities, Manage Plugins.

c. Click on the Plugin Name and Select PTIBMapApprovalSvcInstall.


16

d. Give other details and Select Plugin Category as “IB”. Then Click on Save. e. Repeat the steps for the plugin PTIBIntrospectionDeployment

2. Creating ACM Template for Configuring Mobile Approvals. a. Navigate to PeopleTools, Automated Config Manager, ACM Templates, Template Definition. b. Click on Add a New Value. c. Give a Name to the Template – MAP Approval Template.

d. Give a description and select plugins that need to be executed when this template is run.


17

e. Add the following Plugins to the template.

Map Service Installation IB Introspection Deployment

f. Click on the properties link for each plugin and give relevant values. The “Map Service Installation” plugin doesn’t take any parameters. The “IB Introspection Deployment” plugin takes three parameters. The first two parameters can be left as blank and keep “Y” for the third parameter.


18

3. Click on Save. 4. Add Permission for the template

g. Navigate to PeopleTools, Security, Permissions & Roles, Permission Lists. h. Search for PTPT4800 and go to the ACM Templates Tab. i. Add the newly created template to the list and save.


19

5. Run the Templates. j. Navigate to PeopleTools, Automated Config Manager, ACM Templates, Template Definition

and select I B_TEMPLATE. k. Review the various properties of the plugin’s to ensure they have the right values pertaining

to your environment settings. Please refer to PeopleSoft Online Help for details on the plugin properties.

l. Click on Execute. m. After successful execution of IB_TEMPLATE, open the newly created MAP Approval

Template. Navigate to PeopleTools, Automated Config Manager, ACM Templates, Template Definition and select MAP Approval Template.

n. Click on Execute.

Mobile Approval Installation - · PDF filePeopleSoft Mobile Approval Installation 3 Additional...

Documents

Transcript of Mobile Approval Installation - · PDF filePeopleSoft Mobile Approval Installation 3 Additional...