Steps to Preparing a New People Soft Database

8/3/2019 Steps to Preparing a New People Soft Database

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Steps To CustomizingA New PeopleSoft Database

For UC Riverside


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Steps to Customizing a New PeopleSoft Database for UCRFS

About

The following describes the myriad steps one must accomplish to prepare an out of

the box database for use with the UCRFS system.Note: Any items below followed by an ??? imply that that feature appears important but is as yet to be

determined as such.

I. On the UNIX file system

1) Check and make sure that there is enough disk space for the ApplicationServer. For example, in UNIX type the following:

$ df -hkFilesystem size used avail capacity Mounted on/dev/dsk/c1t0d0s0 36G 35G 415M 99% //proc 0K 0K 0K 0% /procmnttab 0K 0K 0K 0% /etc/mnttabfd 0K 0K 0K 0% /dev/fdswap 43G 24K 43G 1% /var/runswap 512M 16K 512M 1% /tmp/dev/dsk/c1t1d0s6 67G 33G 34G 50% /u06

Note that the device /dev/dsk/c1t0d0s0 has 1% capacity remaining. When this

goes to 100% capacity, then the portal page will not load at all, although theApplication Designer (2 tier) will load.

2) Application Server & Process Scheduler - Locate the PeopleSoft ServerAdministration utility, PSADMIN, on both the Application Server and ProcessScheduler UNIX machines, eg:tux@ora02:/u06/PT8.44.10/appserv

or

/u05/PT8.44.10/appservand run the command

./psadminin each case. It is the same command for either.

For the Process Scheduler, navigate through these menus:

(2) Process Scheduler(3) Configure a Process Scheduler Server

Mimic the following settings: (Please note that not all settings are included,rather only those of interest)

Values for config section StartupDBName=UCRTM2DBType=ORACLEUserId=VP1ConnectId=peopleServerName=

Values for config section TraceTraceSQL=1

Computing and Communications

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Values for config section - Process SchedulerPrcsServerName=PSUNX

Values for config section PSAESRVMax Instances=6Recycle Count=3Allowed Consec Service Failures=3Max Fetch Size=0

Values for config section PSAEOSRVMax Instances=6Recycle Count=3Allowed Consec Service Failures=3Max Fetch Size=0

Values for config section PSOPTENGMax Instances=6Service Timeout=10Opt Max General Services=2

Note: The Distribution Server must be running for reports towork.

Values for config section PSDSTSRVMin Instances=3Max Instances=6Recycle Count=3Allowed Consec Service Failures=1Max Fetch Size=0

Note: You may need to explicitly specify the directory names and not use thealiases such as %PS_HOME%. There has been problems with this before.

Values for config section SQRSQRBIN=/u05/PT8.44.10/bin/sqr/ORA/binPSSQRFLAGS=-ZIF%PS_HOME%/sqr/pssqr.unxPrint Log=YEnhanced HTML=YPSSQR1=%PS_HOME%/UCRsqrPSSQR2=%PS_HOME%/sqrValues for config section - SMTP [email protected] you want the Application Engines configured (y/n)? [y]:Do you want the Master Scheduler configured (y/n)? [y]:Do you want the Optimization Engines configured (y/n)? [y]:

and boot the Process Scheduler.

3) Using the utility PSADMIN for the Application Server, enable the

Publish/Subscribe services for report distribution. If these are not running,then users will not be able to view their reports via the web.

See IV Portal Customizations for more important information about report


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distribution.

4) Create a new directory for our customized SQRs and update the ProcessScheduler configuration file to point PSSQR1= to this directory (see above).For example:tux@ora03:/u05/PT8.44/UCRsqr

5) Edit the configuration.properties UNIX file as follows:

a. Search for the textWebProfile=DEV

and replace with our Web Profile configuration; usually the name ofthe database, eg:

WebProfile=UCRFS (or UCRTM2, etc)b. Search for the text:

ReportRepositoryPath=/opt/psreportsand ensure that this directory does exist on the Application Server with

Read access for everyone. You may not rename the directory/psreports/.

6) Important directories The following is a list of important directories and

what they contain. Everything necessary to accommodate PeopleSoft can befound in this list.

On the Application Server (ORA02)

/u06/PT8.44.10 PeopleSoft Home.

/u06/PT8.44.10/appserv Application Server. You can run the

./psadmin utility from here

/opt/psreports/ Report Depository. Report and log files

are transferred here from the ProcessScheduler. You must know the database

name, report date and report ID to locate

any specific report./u06/PT8.44.10/appserv/UCRTM/LOGS

Log files for each App Server process andusers who are/have logged into the

portal or Application Designer. Look for*.LOG or *.tracesql files (note:

TraceSQL=1 setting)If the App Server crashes, identify the

process and locate its log file here tosend to PeopleSoft

/u06/PT8.44.10/appserv/UCRTM/CACHE

Cache files that may need to be deletedwhen problems arise

/u06/PT8.44.10/webserv/

peoplesoft/applications/peoplesoft/PORTAL/WEB-INF/psftdocs/ps

Location of configuration.properties and

the web pages used to signon and logout.Look below for the section Web ProfileConfiguration.

Note: The ps in the path denotes thedefault webserver.

/u06/PT8.44.10/webserv/peoplesof

t/

The Web Server directory. Look for 2files: stopPIA.sh and startPIA.sh to

manage the Web Server. You must beroot to run these shell scripts


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successfully

/

opt/psreports////

The directory where the reports are

located.

On the Process Scheduler (ORA03)

/u05/PT8.44.10/appserv/prcs/UCR

TM2

The configuration file for the processscheduler

/

u05/PT8.44.10/appserv/prcs/UCRTM2/LOGS

Process Scheduler log files directory

/

u05/PT8.44.10/appserv/prcs/UCRTM2/log_output

Where the Process Scheduler initially

creates all the reports before beingtransferred over to the Report Depository

on the Application Server

/u05/PT8.44.10/appserv/prcs/UCR

TM2/Archive

Backup directory of the ProcessScheduler configuration files.

/

etc/ORACLE/WALLETS/DATABASES

Oracle wallet for Single Signon security

/u05/PT8.44/UCRsqr/ SQR programs

II. On the database

1) Verify that the schema FSMARC from PeopleSoft v6 is in place so that we mayload custom data from PeopleSoft v6 tables

2) Run script to move our customized data overScript name: /UCRTM2/Scripts/Insert FSMARC Tables into PSv8 UCR Custom

Tables.pdcLocation: Visual SourceSafe

Folder: /UCRTM2/Scripts3) Create the Oracle sequences: PAN_NUMBER (for PAN) and

PROVISION_NUMBER (for Staffing)4) Compile the stored function sso_validation_ticket(). This code is wrapped.

a. Log into Source Safe and navigate to/UCRTM2/Scripts/SSO_Validation_Ticket.fnc

b. Check this file out and compile it in PL/SQL.5) Run the DataMover scripts to migrate the user, role, permission list, etc,

information. Please contact Marc Guerra first for his current opinion on

migrating users.a. First, run the Export script SECURITYEXPORT.DMS in the new database

and save the resulting DAT file under a special name. Mark the file as

Read Only. If anything goes wrong, use this file to restore thesecurity structure.

b. Next, run the customized Export scriptUCR_SECURITYEXPORT_NO_USERS.DMS on the development

database (FSQA) and save the resulting DAT file under a special name,

D:\TEMP\FSQA_SECURITYEXPORT_NO_USERS.DAT.


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c. Finally, run the Import script SECURITYIMPORT.DMS on the newdatabase to read in the previously exported data,

D:\TEMP\FSQA_SECURITYEXPORT_NO_USERS.DAT.d. After running these scripts, the Access password will be corrupted. To

correct this, shutdown the Application Server and Process Schedulerand log into the Data Mover (boot strap mode, SYSADM/SYSADM) and

execute the following command:CHANGE_ACCESS_PASSWORD SYSADM1 SYSADM.

Restart the Application Server and Process Scheduler and try logginginto the Application Designer. If that doesnt work, verify that the

Connect ID and password are correct.e. Script names:

UCR_SECURITYEXPORT_NO_USERS.DMS - This customized script

exports all of the PeopleTools security tables EXCEPT the userrelated information as the upgrade process shouldve already

moved the PeopleSoft v6 users.

SECURITYIMPORT.DMS - This script imports all of the PeopleToolssecurity tables from the export scripts DAT file.

Note: On the file server, the directory to our customized DataMoverscripts are:

\\snaptestnw\ps88\pt844\scripts_ucr\6) After moving the UCR projects in the Application Designer, and creating the

tables, drop all the stored procedures and functions and packages. Then,recompile from the source database.

7) Create the tablespaces UCR_PARENT, UCR_CHILD and UCR_GRANDCHILD.This is necessary before trying to create any tables in the ApplicationDesigner. This step is NOT complete until you go into the portal and configure

these tablespaces. Refer to Section IV - PeopleTools Administration.8) Update the PS_LEDGER table.

Run the following SQL statements to update the encumbrances in thePS_LEDGER table:

UPDATE PS_LEDGERSET LEDGER = 'FAISAL'WHERE BUSINESS_UNIT = 'UCR'AND LEDGER = 'ENCUMB'AND ( FISCAL_YEAR = 2002 OR FISCAL_YEAR = 2003 OR FISCAL_YEAR =

2004 OR FISCAL_YEAR = 2005)/INSERT INTO PS_LEDGERSELECTBUSINESS_UNIT,LEDGER,ACCOUNT,' ', --ALTACCTDEPTID,' ', --OPERATING_UNIT' ', --PRODUCTFUND_CODE,APPROPRIATION_NBR, --CLASS_FLDPROGRAM_CODE,' ', --BUDGET_REFAFFILIATE,' ', --AFFILIATE_INTRA1


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' ', --AFFILIATE_INTRA2' ', --CHARTFIELD1' ', --CHARTFIELD2' ', --CHARTFIELD3PROJECT_ID,' ', --BOOK_CODE' ', --GL_ADJUST_TYPECURRENCY_CD,STATISTICS_CODE,FISCAL_YEAR,ACCOUNTING_PERIOD,SUM(ENCUMBERED_AMOUNT), --POSTED_TOTAL_AMT0, --POSTED_BASE_AMT0, --POSTED_TRAN_AMT'USD', --BASE_CURRENCY,SYSDATE, --DTTM_STAMP_SEC,0 --PROCESS_INSTANCE

FROM FSMARC.PS_LEDGERWHERE BUSINESS_UNIT = 'UCR'AND LEDGER = 'ENCUMB'

AND ( FISCAL_YEAR = 2002 OR FISCAL_YEAR = 2003 OR FISCAL_YEAR =2004 OR FISCAL_YEAR = 2005)GROUP BYBUSINESS_UNIT,LEDGER,ACCOUNT,' ', --ALTACCTDEPTID,' ', --OPERATING_UNIT' ', --PRODUCTFUND_CODE,APPROPRIATION_NBR, --CLASS_FLDPROGRAM_CODE,' ', --BUDGET_REF

AFFILIATE,' ', --AFFILIATE_INTRA1' ', --AFFILIATE_INTRA2' ', --CHARTFIELD1' ', --CHARTFIELD2' ', --CHARTFIELD3PROJECT_ID,' ', --BOOK_CODE' ', --GL_ADJUST_TYPECURRENCY_CD,STATISTICS_CODE,FISCAL_YEAR,ACCOUNTING_PERIOD

--ENCUMBERED_AMOUNT (POSTED_TOTAL_AMT )--POSTED_BASE_AMT--POSTED_TRAN_AMT--BASE_CURRENCY,--DTTM_STAMP_SEC,--PROCESS_INSTANCE

/


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III. In the Application Designer

1) The following projects must be exported/imported or upgraded depending on

the PeopleSoft version. Please see the next step before actually exportingyour project over.

a. UCR_ALLTABLESb. UCR_ACCOUNT_LEDGER

c. UCR_BEANote: The BEA uses a number of Message Catalog entries. These must

be moved over. Go to menu PeopleTools > Utilities > Administration >Message Catalog and search for 21000. See project

UCR_MESSAGE_CATALOG for more information. It appears as thoughPeopleTools doesnt properly move Message Catalog entries over, so

this has been scripted ind. UCR_BEA_ZERO_DOLLAR

e. UCR_CHARTFIELD_ATTRIBUTESNote: Two fields have been renamed since PeopleSoft hijacked

FUND_TYPE and ???.f. UCR_CHECKWRITEg. UCR_CLOSING

h. UCR_DATAMARTi. UCR_DATA_WAREHOUSE

j. UCR_DENORM_TREE_TABLESk. UCR_EMPLVNDR

l. UCR_FCTm. UCR_FEDERAL_REBATE

n. UCR_FEEDER

o. UCR_ICAThis is John Kongs project for Indirect Cost Allocation Modifications,

which involves altering the PS_FUND_INCOST_TBL. Please see the

document, Indirect Cost Allocation Modsp. UCR_INDEXES

Note: This project is a collection of our PeopleSoft v6 indices recreatedfor PeopleSoft v8. In the case of Journal Header and Line, the upgrade

process does not preserve our indices and we created anew inUCRTM2.

q. UCR_JOURNAL_TABLE_UPDATEr. UCR_MANAGE_BATCH_PROCESSES

s. UCR_MESSAGE_CATALOGThis project does NOT seem to move over the message entries for

21000 and 21001. Consider using a SQL script to move data.INSERT INTO PSMSGCATDEFN

SELECT * FROM [email protected] message_set_nbr IN (21000, 21001)

/INSERT INTO PSMSGSETDEFN

SELECT * FROM [email protected] message_set_nbr IN (21000, 21001)

/t. UCR_NCT


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u. UCR_OPEN_ITEMNote: Customizations based on Marcs specifications

v. UCR_PANw. UCR_PCT

x. UCR_PO_JRNLNote: This is Glens project that deals with encumbrances and journal

generation.y. UCR_PORTAL_REG_DEFNS

Note: After importing these definitions, you will need to run theApplication Engine process PORTAL_CSS. After this has run, shutdown

the App and Web Servers, delete their cache files and bring them upagain.

z. UCR_PROCARDaa. UCR_SIC_CODES

Note: Per John Kong; changes to the SIC_CODE andPARENT_SIC_CODE fields. Had to alter 2 tables: VNDR_HDR_IND_CL

and SIC_CODE_TBL to accommodate field length changes. Also, ran

script based on Marcs SIC Commodity Codes spreadsheet andresulting SQL INSERTs (see INSERT Commodity Codes.sql).

bb.UCR_SQR*Note: These are all projects that related to SQRs.

cc. UCR_SSOAUTH

Note: This is the single signon and authorization project. Please seeSection II.4

dd.UCR_STFee. UCR_STIP

ff. UCR_UCOP_TRANSLATIONgg.UCR_UPG_INSTRUCTIONS

Note: This project does not have anything to move, but rather someimportant information.

hh.UCR_PRJ151198PRE844

At John Kongs request. This project is a patch to fix the Voucher LineVAT secondary page (VCHR_LINE_VAT_SEC1)ii. UCR_PRJ156866

At John Kongs request. Modified AP_VB_STGVCH AE to successfullyload a PO Voucher

via EDI with blank Voucher Build Code.

2) Prior to exporting your project, run the following SQL statements to determineif the Upgrade tab in the Application Designer for a given project truly has

all the definitions needed for the upgrade.In the Application Designer, go to the menu Tools Options and select the

option for insert definitions into project when opened.If any rows are return in the following SQL statements, then open the

relevant project and insert those related definitions.

a. /**** THIS WILL DISPLAY DISTINCT RECORDS THAT ARE MISSINGPEOPLECODE FROM THE UPGRADE TAB ***/SELECT DISTINCT OBJECTVALUE1FROM (SELECT DISTINCT OBJECTID1,OBJECTVALUE1,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4FROM PSPCMNAMEWHERE (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12


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OR OBJECTID4 = 12)AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE1

FROM PSPROJECTITEM PIWHERE PI.PROJECTNAME IN ('UCR_BEA',

'UCR_BEA_ZERO_DOLLAR', 'UCR_CHARTFIELD_ATTRIBUTES','UCR_DENORM_TREE_TABLES',

'UCR_FCT','UCR_MANAGE_BATCH_PROCESSES', 'UCR_NCT', 'UCR_PAN','UCR_PCT', 'UCR_SQR_DETLFIN',

'UCR_STF', 'UCR_STIP')AND PI.OBJECTID3 = 12)

AND OBJECTID3 = 12MINUSSELECT OBJECTID1,OBJECTVALUE1,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4FROM PSPROJECTITEMWHERE PROJECTNAME IN ('UCR_BEA', 'UCR_BEA_ZERO_DOLLAR','UCR_CHARTFIELD_ATTRIBUTES', 'UCR_DENORM_TREE_TABLES',

'UCR_FCT',

'UCR_MANAGE_BATCH_PROCESSES', 'UCR_NCT', 'UCR_PAN','UCR_PCT', 'UCR_SQR_DETLFIN','UCR_STF', 'UCR_STIP')

AND (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OROBJECTID4 = 12)ORDER BY OBJECTID1,OBJECTVALUE1,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4 )

b. /**** This will display Record Field Events that aremissing PeopleCode from the Upgrade Tab ***/SELECT DISTINCT OBJECTID1,OBJECTVALUE1,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4FROM PSPCMNAME

WHERE (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12OR OBJECTID4 = 12)AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE1

FROM PSPROJECTITEM PIWHERE PI.PROJECTNAME IN ('UCR_BEA',

'UCR_BEA_ZERO_DOLLAR', 'UCR_CHARTFIELD_ATTRIBUTES','UCR_DENORM_TREE_TABLES',


'UCR_STF', 'UCR_STIP')AND PI.OBJECTID3 = 12)

AND OBJECTID3 = 12

MINUSSELECT OBJECTID1,OBJECTVALUE1,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4FROM PSPROJECTITEMWHERE PROJECTNAME IN ('UCR_BEA', 'UCR_BEA_ZERO_DOLLAR','UCR_CHARTFIELD_ATTRIBUTES', 'UCR_DENORM_TREE_TABLES',



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'UCR_STF', 'UCR_STIP')AND (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OROBJECTID4 = 12)ORDER BY OBJECTID1,OBJECTVALUE1,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4

3) Translate values:Add "FED to "SYSTEM_SOURCE and JRNL_LINE_SOURCE" to translate

values in the PeopleSoft Application.Add PRO, "ProCard use tax" to the JRNL_LN_SOURCE fields translate

values.

4) The fields UCR_ACCOUNT, UCR_FUND_CODE and UCR_PROG_CODE must beadded to the PeopleSoft DERIVED work table.

IV. In the Financial Portal

Data Integrity and Synchronization1) Run SQR reports

a. SYSAUDIT - System Audit

b. DDDAUDIT - Data Designer/Database Audit2) Portal Security Sync Run the Application Engine program after every import

of security definitions (users, roles, permission lists, portal registry, etc)

Menu: PeopleTools > Portal > Portal Security SyncNote: In PeopleTools 8.42, there were some issues with the integrity of this

program. Please research for 8.44.10.

Security Settings1) User Profiles Verify that the PeopleSoft v6 users are here and correct

Menu: PeopleTools > Security > User Profiles2) Menu: PeopleTools > Security > Permissions and Roles > Permission Lists

Verify that the roles are permission lists from FSQA are correct in UCRTM2

after running the Import DataMover script.a. Go to the permission list UCR_ALLPAGES and the tab PeopleTools.

Check on all the checkboxes under the section labeled PeopleToolsPermissions. Under the hyperlink Application Designer Access, click

on each link Definition Permissions, Tools Permissions andMiscellaneous Permissions and give full access to everything.

b. Go to the permission list UCR_ALLPAGES and the tab Query. Underthe section Query Permissions, click on the hyperlink Access GroupPermissions and add the tree name QUERY_TREE_UCRFS and its

access group UCRFS_ACCESS_GROUP. Ensure that this row isAccessible. Next, in the same section, click on the hyperlink Query

Profile and click all checkboxes as desired.

c. Be sure to save!3) Authentication Using CAS and signon peoplecode to authenticate a userMenu: PeopleTools > Security > Security Objects > Signon PeopleCodeAction: Insert a new row for FUNCLIB_UCR, SSOAUTH, FieldDefault,

UCR_SIGNON, Checked.

4) If necessary, create guest user accounts for Marc Guerra to test his securitymodel. Use the following URL:

https://ldap.ucr.edu/ldap/login


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Process Scheduler Customizations1) Server Definition Add a new or use existing process scheduler server

Menu: PeopleTools > Process Scheduler > ServersAction: Add a new Unix server and list of accepted process types or modify

existing PSUNX. In the Distribution tab, add the UCR_REPORT_NODE2) Report Nodes Add a new report node UCR_REPORT_NODE with the

following settings (if not mentioned, then use the defaults):Http Information

Distribution Node DetailsURL: http://ora02.ucr.edu/psreports/ps

Description: The UCRFS Report Node (See the configuration.propertiesfile for the line ReportRepositoryPath=/opt/psreports)

Operating System: UNIX

httpURI Host: ora02.ucr.edu

URI Resource: SchedulerTransfer/ps

Login ID: VP13) System Settings Configure which report output formats the user can access

Menu: PeopleTools > Process Scheduler > System SettingsAction: Go through every page and configure

4) Jobs

a. Verify that the UCRBATCH job has been upgraded and configuredappropriately

b. Use the document Payables and Purchasing Production Jobs in 8.8 andset up the Payables and Purchasing Job.

5) Daemon Groups If Application Engine processes need to be cron jobbed,then create a daemon group for those Application Engine processes

Portal Customizations1) Structure & Content Verify the menus and access to our UCRFS

customizations.Note: Remember that EACS will do all the work for associating a user to their

respective roles, however, we must ensure that all the roles exist.Menu: PeopleTools > Portal > Structure and Content

2) Portal Definition Determine the default portal definition (ie: EMPLOYEE)Menu: PeopleTools > Portal > Portal Definitions

3) Node Definition Determine the local default node definition (ie; PT_LOCAL)Menu: PeopleTools > Portal > Node Definitions > TransactionsAction: Add 4 InAsync and 4 OutAsync transactions for the messages:

PSRF_FOLDER_CREATE, PSRF_REPORT_CREATE,PSRF_REPORT_DATE_CHANGE and PSRF_REPORT_DELETE

ThenMenu: PeopleTools > Integration Broker > Monitor > Monitor Message

Tab: Domain StatusAction: Set all the domains active and save.

Note: If the Report Manager does not work after:- making the above changes

- enabling the Publish and Subscribe services- restarting the Application Server

then you will need to do the following steps to enable reports to show in the

Report Manager (refer to Case id 3744389)):


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a. Run the following SQL statement:SELECT * FROM PS_PRCSSEQUENCE

b. You should see 5 rows of data, like this (rows in blue were added by ususing step c below):PRCSSEQKEY SEQUENCENO MIN_SEQ_NBR MAX_SEQ_NBR0 2427 1

9999999

1 2053 19999999

2 1958 19999999

3 0 19999999

4 0 19999999

c. If not, then execute the following SQL commands (please alter themaccording to the rows that are missing):INSERT INTO PS_PRCSSEQUENCE VALUES (3, 0, '1',9999999);INSERT INTO PS_PRCSSEQUENCE VALUES (4, 0, '1',9999999);COMMIT;

4) Translate value Add a new value for UCR UCR Financial System

Menu: PeopleTools > Utilities > Administration > Translate ValuesAction: Add a new value to the field OBJECTOWNERID

Note: If the portal gives you grief, then just use the following SQL:INSERT INTO PSXLATITEMVALUES ('OBJECTOWNERID', 'UCR', SYSDATE, 'A', 'UCR FinancialSystem', 'UCR', SYSDATE, 'griff', 0);

5) SignOn PeopleCode Enable signon peoplecode to process logins from SSOserver. See the project UCR_SSOAUTH for the actual peoplecode.

Menu: PeopleTools > Security > Security Objects > Signon PeopleCodeAction: Click on Invoke as user signing in and add a row for FUNCLIB_UCR.

Note: The project UCR_SSOAUTH must be moved over for this to work andthe stored function sso_validation_ticket must also be compiled. It is a

wrapped function and may have to be checked out from Source Safe

($/UCRTM2).6) Menu: PeopleTools > Web Profile > Web Profile Configuration - A web profile

is a named group of configuration property settings that the portal applies

throughout your PeopleSoft system to control all portal-related behavior. Weare using our own customized Web Profiles and they are named according to

the database the portal accesses. Here are the important settings tocustomize:

a. General tab -Authentication Domain: .ucr.edu

Help URL:http://lascruces.ucr.edu/peoplesoft/PT844Docs/f1search.htm?

ContextID=%CONTEXT_ID%&LangCD=%LANG_CD%

Enable Report Repository: CheckedReport Repository Path: /opt/psreports

b. Security tab Important for single signon.Allow Public Access: Checked

User ID: VP1c. Look and Feel tab Important for single signon.

Signon Page: redirect_ucrsso.htmlLogout Page: logout_ucrsso.html


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7) After configuring the Web Profile configuration and editing the portalsconfiguration.properties file, reboot the Application and Web Server for these

changes to take affect.

8) Be sure to refer to the above Section I. On the UNIX File System for relatedsteps.

PeopleTools Administration1) Message Catalog Copy the message catalog entries for the BEA application

using message set number 21000 and 21001.

2) Tablespaces Create new tablespaces for our custom tables. Refer to SectionII - 7 for the other half of this task.

Menu: PeopleTools > Utilities > Administration > Tablespace ManagementUCR_CHILD - PLACE CHILD RELATIONSHIP TABLES HERE.

UCR_GRANDCHILD - PLACE GRANDCHILD RELATIONSHIP TABLES HERE.UCR_PARENT - PLACE PARENT RELATIONSHIP TABLES IN THIS TABLESPACE.

3) Additionally, in the section Tablespaces Defined in the Database , updatethe Type of tablespace to Regular for the three new tablespaces.Menu: PeopleTools > Utilities > Administration > Tablespace Utilities

4) TableSet IDs Verify that the UCR tableset ID exists.Menu: PeopleTools > Utilities > Administration > TableSet IDs.

5) TableSet Control Verify the record group.


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Steps to Preparing a New People Soft Database

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