Steps to Preparing a new PeopleSoft Databasepeoplebooks.ucr.edu/peoplesoft/UCRDocs/Steps to Preparing... · Web viewA New PeopleSoft Database For UC Riverside About The following

Steps To Customizing A New PeopleSoft Database

For UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

AboutThe 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 Application Server. 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 the Application Designer (2 tier) will load.

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


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 to work.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 the aliases 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%/sqr Values for config section - SMTP [email protected] Do 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


mailto:SMTPSender%[email protected]


distribution.

4) Create a new directory for our customized SQR’s and update the Process Scheduler 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 text

WebProfile=DEVand replace with our Web Profile configuration; usually the name of the 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 be found 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 Process Scheduler. 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 and users 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 to send to PeopleSoft

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

Cache files that may need to be deleted when 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 Profile Configuration”.Note: The “ps” in the path denotes the default webserver.

/u06/PT8.44.10/webserv/peoplesoft/

The Web Server directory. Look for 2 files: stopPIA.sh and startPIA.sh to manage the Web Server. You must be root to run these shell scripts successfully



/opt/psreports/<databasename>/<DateThatReportRun>/<ReportID>/

The directory where the reports are located.

On the Process Scheduler (ORA03)/u05/PT8.44.10/appserv/prcs/UCRTM2

The configuration file for the process scheduler

/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 being transferred over to the Report Depository on the Application Server

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

Backup directory of the Process Scheduler 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 may load 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 SourceSafeFolder: /UCRTM2/Scripts

3) 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.fncb. 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 the security structure.

b. Next, run the customized Export script UCR_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.

c. Finally, run the Import script SECURITYIMPORT.DMS on the new database 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 Scheduler and 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 logging into the Application Designer. If that doesn’t 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 user related information as the upgrade process should’ve already moved the PeopleSoft v6 users.

SECURITYIMPORT.DMS - This script imports all of the PeopleTools security tables from the export script’s DAT file.

Note: On the file server, the directory to our customized DataMover scripts 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 Application Designer. 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 the PS_LEDGER table:

UPDATE PS_LEDGER SET 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_LEDGER SELECT BUSINESS_UNIT, LEDGER, ACCOUNT, ' ', --ALTACCT DEPTID, ' ', --OPERATING_UNIT ' ', --PRODUCT FUND_CODE, APPROPRIATION_NBR, --CLASS_FLD PROGRAM_CODE, ' ', --BUDGET_REF AFFILIATE, ' ', --AFFILIATE_INTRA1 ' ', --AFFILIATE_INTRA2 ' ', --CHARTFIELD1 ' ', --CHARTFIELD2 ' ', --CHARTFIELD3 PROJECT_ID, ' ', --BOOK_CODE ' ', --GL_ADJUST_TYPE CURRENCY_CD,



STATISTICS_CODE, FISCAL_YEAR, ACCOUNTING_PERIOD, SUM(ENCUMBERED_AMOUNT), --POSTED_TOTAL_AMT 0, --POSTED_BASE_AMT 0, --POSTED_TRAN_AMT 'USD', --BASE_CURRENCY, SYSDATE, --DTTM_STAMP_SEC, 0 --PROCESS_INSTANCE FROM FSMARC.PS_LEDGER WHERE BUSINESS_UNIT = 'UCR' AND LEDGER = 'ENCUMB' AND ( FISCAL_YEAR = 2002 OR FISCAL_YEAR = 2003 OR FISCAL_YEAR = 2004 OR FISCAL_YEAR = 2005) GROUP BY BUSINESS_UNIT, LEDGER, ACCOUNT, ' ', --ALTACCT DEPTID, ' ', --OPERATING_UNIT ' ', --PRODUCT FUND_CODE, APPROPRIATION_NBR, --CLASS_FLD PROGRAM_CODE, ' ', --BUDGET_REF AFFILIATE, ' ', --AFFILIATE_INTRA1 ' ', --AFFILIATE_INTRA2 ' ', --CHARTFIELD1 ' ', --CHARTFIELD2 ' ', --CHARTFIELD3 PROJECT_ID, ' ', --BOOK_CODE ' ', --GL_ADJUST_TYPE CURRENCY_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 /

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 exporting your project over.



a. UCR_ALLTABLESb. UCR_ACCOUNT_LEDGER c. UCR_BEA

Note: 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 though PeopleTools doesn’t properly move Message Catalog entries over, so this has been scripted in

d. UCR_BEA_ZERO_DOLLARe. UCR_CHARTFIELD_ATTRIBUTES

Note: Two fields have been renamed since PeopleSoft hijacked FUND_TYPE and ???.

f. UCR_CHECKWRITEg. UCR_CLOSINGh. UCR_DATAMARTi. UCR_DATA_WAREHOUSEj. UCR_DENORM_TREE_TABLESk. UCR_EMPLVNDRl. UCR_FCTm. UCR_FEDERAL_REBATEn. UCR_FEEDERo. UCR_ICA

This is John Kong’s project for “Indirect Cost Allocation Modifications”, which involves altering the PS_FUND_INCOST_TBL. Please see the document, “Indirect Cost Allocation Mods”

p. UCR_INDEXESNote: This project is a collection of our PeopleSoft v6 indices recreated for PeopleSoft v8. In the case of Journal Header and Line, the upgrade process does not preserve our indices and we created anew in UCRTM2.

q. UCR_JOURNAL_TABLE_UPDATEr. UCR_MANAGE_BATCH_PROCESSESs. UCR_MESSAGE_CATALOG

This project does NOT seem to move over the message entries for 21000 and 21001. Consider using a SQL script to move data.

INSERT INTO PSMSGCATDEFNSELECT * FROM [email protected] message_set_nbr IN (21000, 21001) /INSERT INTO PSMSGSETDEFNSELECT * FROM [email protected] message_set_nbr IN (21000, 21001) /

t. UCR_NCTu. UCR_OPEN_ITEM

Note: Customizations based on Marc’s specificationsv. UCR_PANw. UCR_PCTx. UCR_PO_JRNL

Note: This is Glen’s project that deals with encumbrances and journal generation.

y. UCR_PORTAL_REG_DEFNSNote: After importing these definitions, you will need to run the Application Engine process PORTAL_CSS. After this has run, shutdown



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

z. UCR_PROCARDaa. UCR_SIC_CODES

Note: Per John Kong; changes to the SIC_CODE and PARENT_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 Marc’s SIC “Commodity Codes” spreadsheet and resulting SQL INSERTs (see “INSERT Commodity Codes.sql”).

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

cc. UCR_SSOAUTHNote: This is the single signon and authorization project. Please see Section II.4

dd. UCR_STF ee. UCR_STIPff. UCR_UCOP_TRANSLATIONgg. UCR_UPG_INSTRUCTIONS

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

hh. UCR_PRJ151198PRE844At John Kong’s request. This project is a patch to fix the Voucher Line VAT secondary page (VCHR_LINE_VAT_SEC1)

ii. UCR_PRJ156866At John Kong’s request. Modified AP_VB_STGVCH AE to successfully load a PO Voucher via EDI with blank Voucher Build Code.

2) Prior to exporting your project, run the following SQL statements to determine if 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 MISSING PEOPLECODE 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 OR OBJECTID4 = 12)AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE1 FROM PSPROJECTITEM PI WHERE 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 = 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', '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 OR OBJECTID4 = 12)ORDER BY OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4 )

b. /**** This will display Record Field Events that are missing PeopleCode from the Upgrade Tab ***/SELECT DISTINCT OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OBJECTVALUE4FROM PSPCMNAMEWHERE (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12)AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE1 FROM PSPROJECTITEM PI WHERE 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 OR OBJECTID4 = 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 field’s translate values.



4) The fields UCR_ACCOUNT, UCR_FUND_CODE and UCR_PROG_CODE must be added to the PeopleSoft “DERIVED” work table.

IV. In the Financial Portal

Data Integrity and Synchronization1) Run SQR reports

a. SYSAUDIT - System Auditb. DDDAUDIT - Data Designer/Database Audit

2) 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 “PeopleTools Permissions”. Under the hyperlink “Application Designer Access”, click on each link “Definition Permissions”, “Tools Permissions” and “Miscellaneous Permissions” and give full access to everything.

b. Go to the permission list UCR_ALLPAGES and the tab “Query”. Under the section “Query Permissions”, click on the hyperlink “Access Group Permissions” and add the tree name QUERY_TREE_UCRFS and its access group UCRFS_ACCESS_GROUP. Ensure that this row is “Accessible”. 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 user

Menu: 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 security model. Use the following URL:https://ldap.ucr.edu/ldap/login

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_NODE”

2) 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/psDescription: The UCRFS Report Node (See the configuration.properties file for the line ReportRepositoryPath=/opt/psreports)Operating System: UNIX


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


httpURI Host: ora02.ucr.eduURI Resource: SchedulerTransfer/psLogin ID: VP1

3) System Settings – Configure which report output formats the user can accessMenu: PeopleTools > Process Scheduler > System SettingsAction: Go through every page and configure

4) Jobs – a. Verify that the UCRBATCH job has been upgraded and configured

appropriatelyb. Use the document Payables and Purchasing Production Jobs in 8.8 and

set 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_DELETEThen…Menu: PeopleTools > Integration Broker > Monitor > Monitor MessageTab: 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 Serverthen you will need to do the following steps to enable reports to show in the Report Manager (refer to Case id 3744389)):

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 us using step c below):PRCSSEQKEY SEQUENCENO MIN_SEQ_NBR MAX_SEQ_NBR0 2427 1

99999991 2053 1

99999992 1958 1

99999993 0 1

99999994 0 1

9999999c. If not, then execute the following SQL commands (please alter them

according 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 SystemMenu: PeopleTools > Utilities > Administration > Translate ValuesAction: Add a new value to the field OBJECTOWNERIDNote: If the portal gives you grief, then just use the following SQL:INSERT INTO PSXLATITEMVALUES ('OBJECTOWNERID', 'UCR', SYSDATE, 'A', 'UCR Financial System', 'UCR', SYSDATE, 'griff', 0);

5) SignOn PeopleCode – Enable signon peoplecode to process logins from SSO server. 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 and the 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. We are using our own customized Web Profiles and they are named according to the database the portal accesses. Here are the important settings to customize:

a. General tab - Authentication Domain: .ucr.eduHelp 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: CheckedUser ID: VP1

c. Look and Feel tab – Important for single signon.Signon Page: redirect_ucrsso.htmlLogout Page: logout_ucrsso.html

7) After configuring the Web Profile configuration and editing the portal’s configuration.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 related steps.

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 Section

II - 7 for the other half of this task.Menu: PeopleTools > Utilities > Administration > Tablespace Management UCR_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 “, update the “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 PeopleSoft Databasepeoplebooks.ucr.edu/peoplesoft/UCRDocs/Steps to Preparing... · Web viewA New PeopleSoft Database For UC Riverside About The following