Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of...

48
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 - [email protected]

Transcript of Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of...

Page 1: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 2: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 3: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 4: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 5: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 6: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 7: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 8: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 9: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 10: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 11: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 12: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 13: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 14: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 15: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 16: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 17: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 18: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 19: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 20: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 21: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 22: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 23: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 24: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 25: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 26: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 27: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 28: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 29: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 30: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 31: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 32: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 33: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 34: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 35: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 36: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 37: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 38: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 39: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 40: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 41: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 42: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 43: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 44: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 45: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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

Page 46: Instructor- Gonhsin Liu · 2017. 1. 29. · next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft

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