242905216 PeopleTools 8 54 Installation for Oracle

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July 2014
PeopleTools 8.54 Installation for Oracle SKU itora_071114 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their
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8/20/2019 242905216 PeopleTools 8 54 Installation for Oracle
Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. 3
Contents
Preface About This Documentation ................................................................................................................................. 21 Understanding This Documentation ...................................................................................................................... 21 Audience ................................................................................................................................................................ 21 Typographical Conventions ................................................................................................................................... 22 Products .................................................................................................................................................................. 23 Related Information ............................................................................................................................................... 24 Comments and Suggestions ................................................................................................................................... 24
Part I ...................................................................................................................................................................... 25 Mandatory Installation ........................................................................................................................................... 25
Chapter 1 Preparing for Installation .................................................................................................................................... 27 Understanding the PeopleSoft Installation ............................................................................................................. 27 Using Oracle Software Delivery Cloud to Obtain Installation Files ...................................................................... 29
Considering Project Planning ................................................................................................................................. 29 Planning Your Initial Configuration ...................................................................................................................... 29
Understanding Workstations ............................................................................................................................. 30 Understanding PeopleSoft Servers and Clients ................................................................................................ 31 Defining the PeopleTools Client ....................................................................................................................... 31 Defining the File Server .................................................................................................................................... 32 Defining the Database Server ........................................................................................................................... 32 Defining the Application Server ....................................................................................................................... 33 Defining the Batch Server ................................................................................................................................. 33 Defining Installation Locations ......................................................................................................................... 34
Defining the Web Server .................................................................................................................................. 37 Using Oracle Configuration Manager ............................................................................................................... 37 Using Laser Printers .......................................................................................................................................... 38
Planning Database Creation ................................................................................................................................... 38 Understanding Database Creation ..................................................................................................................... 38 Determining Databases and Database Names ................................................................................................... 39 Defining Oracle and PeopleSoft Databases ...................................................................................................... 39 Using Oracle Pluggable Databases ................................................................................................................... 40
4 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved.
Planning Multilingual Strategy .............................................................................................................................. 41 Understanding Multilingual Issues ................................................................................................................... 41 Choosing a Base Language ............................................................................................................................... 43 Selecting Additional Languages ....................................................................................................................... 45 Selecting a Database Character Set ................................................................................................................... 45
Preparing for the PeopleTools-Only Upgrade ........................................................................................................ 47 Understanding the PeopleTools Only Upgrade ................................................................................................ 47 Reviewing the Upgrade Documentation ........................................................................................................... 47 Shutting Down Servers ..................................................................................................................................... 47 Reviewing Customized Configuration Files ..................................................................................................... 47
Reviewing Patches and Updates Required at Installation ...................................................................................... 48 Installing Supporting Applications ........................................................................................................................ 49 Installing the Database Engine ............................................................................................................................... 50
Understanding the Database Engine ................................................................................................................. 50 Creating a Seed Database .................................................................................................................................. 51
Installing Oracle Net on the Server ........................................................................................................................ 51 Installing Oracle Net on Your Workstation ........................................................................................................... 52 Testing Oracle Net Connectivity ............................................................................................................................ 52 Performing Backups ............................................................................................................................................... 53 Using PeopleSoft Change Assistant and PeopleSoft Change Impact Analyzer .................................................... 53
Chapter 2 Installing Web Server Products .......................................................................................................................... 55
Installing Oracle WebLogic Server ........................................................................................................................ 55 Understanding the Oracle WebLogic Installation ............................................................................................. 55 Reviewing Troubleshooting Tips ...................................................................................................................... 56 Obtaining Oracle WebLogic Installation Files from Oracle Software Delivery Cloud .................................... 57 Installing JDK for Oracle WebLogic ................................................................................................................ 58 Installing Oracle WebLogic on Microsoft Windows ........................................................................................ 60 Installing Oracle WebLogic on Linux or UNIX in Silent Mode ...................................................................... 70 Configuring JDK for Daylight Savings Time Change ...................................................................................... 73 Removing the Oracle WebLogic Installation on Microsoft Windows ............................................................. 74 Removing the Oracle WebLogic Installation on Linux or UNIX ..................................................................... 78
Installing IBM WebSphere Application Server ..................................................................................................... 79 Understanding IBM WebSphere Installation .................................................................................................... 79 Prerequisites ...................................................................................................................................................... 80 Obtaining IBM WebSphere Installation Files ................................................................................................... 80 Installing IBM WebSphere 8.5.5.0 ND ............................................................................................................ 84 Installing IBM HTTP Server 8.5.5.0 ................................................................................................................ 84 Installing IBM WebSphere Plug-ins 8.5.5.0 ..................................................................................................... 84
Chapter 3 Installing Additional Components ...................................................................................................................... 85 Reviewing Additional Components ....................................................................................................................... 85 Installing Oracle Tuxedo ........................................................................................................................................ 86
Understanding Oracle Tuxedo .......................................................................................................................... 86 Prerequisites ...................................................................................................................................................... 87 Obtaining the Oracle Tuxedo Installation Files from Oracle Software Delivery Cloud .................................. 88 Obtaining the Oracle Tuxedo Patches from My Oracle Support ...................................................................... 89 Removing Existing Oracle Tuxedo Installations from Microsoft Windows (Optional) ................................... 90 Designating the Application Server Administrator on Microsoft Windows .................................................... 91 Installing Oracle Tuxedo on Microsoft Windows ............................................................................................ 92 Uninstalling Oracle Tuxedo 12cR1_VS2012 on Microsoft Windows ........................................................... 104 Checking the Windows Service Account ....................................................................................................... 104 Restricting Domain Process Privileges ........................................................................................................... 105 Setting Up the Windows Services for Oracle Tuxedo .................................................................................... 106 Verifying the Server Installation on Microsoft Windows ............................................................................... 108 Removing Existing Oracle Tuxedo Installations from UNIX (Optional) ....................................................... 109 Completing the Preinstallation Checklist on UNIX ........................................................................................ 109 Designating the Oracle Tuxedo Owner on UNIX ........................................................................................... 110 Installing Oracle Tuxedo on UNIX ................................................................................................................. 110 Uninstalling Oracle Tuxedo 12cR1 on UNIX ................................................................................................ 113 Verifying the Server Installation on UNIX ..................................................................................................... 114
Ensuring that Oracle Tuxedo Coexists with Earlier Versions ........................................................................ 114
Chapter 4 Using the PeopleSoft Installer ........................................................................................................................... 117 Understanding the PeopleSoft Installer ................................................................................................................ 117
Defining the PeopleSoft Installer .................................................................................................................... 117 Defining Supported Server Combinations ...................................................................................................... 118 Obtaining License Codes ................................................................................................................................ 119
Prerequisites ......................................................................................................................................................... 119
Obtaining the PeopleSoft Installation Files from Oracle Software Delivery Cloud ............................................ 120 Running the PeopleSoft Installer ......................................................................................................................... 121
Understanding the PeopleSoft Installer .......................................................................................................... 121 Starting the PeopleSoft Installer ..................................................................................................................... 122 Installing PeopleSoft PeopleTools in GUI Mode ........................................................................................... 123 Installing PeopleSoft PeopleTools in Console Mode ..................................................................................... 138
Verifying Necessary Files for Installation on Windows ...................................................................................... 141 Installing the Verity Integration Kit ..................................................................................................................... 142
Understanding the Verity Installation ............................................................................................................. 142 Installing the Verity Integration Kit in GUI Mode ......................................................................................... 142 Installing the Verity Integration Kit in Console Mode ................................................................................... 147
Installing PeopleSoft Application Software ......................................................................................................... 149 Installing the Multilanguage Files ........................................................................................................................ 149 Installing the PeopleTools Client Files ................................................................................................................ 150
Installing the PeopleTools Client Files Using the PeopleSoft Installer .......................................................... 150 Installing the PeopleTools Client Files in Silent Mode .................................................................................. 150
Mapping a Drive on the Install Workstation ........................................................................................................ 152
Chapter 5 Setting Up the Install Workstation ................................................................................................................... 153 Understanding the Install Workstation ................................................................................................................. 153 Prerequisites ......................................................................................................................................................... 153 Starting Configuration Manager .......................................................................................................................... 154 Setting Startup Options ........................................................................................................................................ 154 Editing the Default Profile ................................................................................................................................... 155 Running Client Setup ........................................................................................................................................... 157 Installing PeopleSoft ODBC Driver and Configuring the SAP Crystal Reports .NET Runtime ........................ 158
Chapter 6A Creating a Database Manually on Windows ................................................................................................... 161
Understanding Database Creation ........................................................................................................................ 162 Preparing for the PeopleSoft Database Installation ............................................................................................. 162
Installing the PeopleSoft Database Server Components on the Database Server ........................................... 163 Installing the Oracle RDBMS Software ......................................................................................................... 163 Obtaining Windows Administrator Authority ................................................................................................ 163 Creating an INIT<SID>.ORA File ................................................................................................................. 163 Creating an INIT<SID>.ORA File for CDBs ................................................................................................. 165 Creating Target Directory Paths ..................................................................................................................... 165 Setting the ORACLE_SID Environment Variable ......................................................................................... 166
Creating the Windows Service for the Database Instance ................................................................................... 167
Using SQL Tools .................................................................................................................................................. 168 Editing Database Scripts (non-CDBs) ................................................................................................................. 168
Understanding Database Scripts ..................................................................................................................... 168 Modifying Database Scripts ............................................................................................................................ 168
Creating an Oracle Instance (non-CDBs) ............................................................................................................ 170 Creating Catalog Views and Utility Tablespaces (non-CDBs) ............................................................................ 170 Creating PS.PSDBOWNER Table (non-CDBs) .................................................................................................. 170 Creating Application-Specific Dbspaces and Tablespaces (non-CDBs) ............................................................. 170
Creating PeopleSoft Database Roles (non-CDBs) ............................................................................................... 171 Creating the PeopleSoft Database Owner ID (non-CDBs) .................................................................................. 171 Setting Up Connect ID (non-CDBs) .................................................................................................................... 171
Understanding Connect ID ............................................................................................................................. 172 Understanding Connect ID and the Login Process ......................................................................................... 172 Creating the Connect ID ................................................................................................................................. 173
Editing Database Scripts for CDBs ...................................................................................................................... 173 Creating an Oracle Instance for CDBs ................................................................................................................. 174
Creating a Root Container Database ............................................................................................................... 174 Creating a PDB ............................................................................................................................................... 174
Creating Catalog Views and Utility Tablespaces for CDBs ................................................................................ 175 Creating PS.PSDBOWNER Table for CDBs ...................................................................................................... 176 Creating Application-Specific Dbspaces and Tablespaces for CDBs .................................................................. 176 Creating PeopleSoft Database Roles for CDBs ................................................................................................... 176 Creating the PeopleSoft Database Owner ID for CDBs ...................................................................................... 177 Setting Up Connect ID for CDBs ......................................................................................................................... 177
Updating Connection Information ....................................................................................................................... 179 Setting NLS_LANG in the Windows Registry .................................................................................................... 179 Creating Data Mover Import Scripts .................................................................................................................... 180
Understanding Data Mover Import Scripts ..................................................................................................... 181 Working with Multilingual Databases ............................................................................................................ 181
Running Database Setup to Create Data Mover Import Scripts ..................................................................... 181 Running Data Mover Import Scripts .................................................................................................................... 189
Understanding Data Mover Import Scripts ..................................................................................................... 189 Populating Tables in the PeopleSoft Database ............................................................................................... 189
Checking the Log Files and Troubleshooting ...................................................................................................... 190 Checking the Log Files ................................................................................................................................... 190 Running Data Mover ....................................................................................................................................... 190 Troubleshooting .............................................................................................................................................. 191 Improving Performance .................................................................................................................................. 192
Changing the Base Language ............................................................................................................................... 193
Chapter 6B Creating a Database on UNIX .......................................................................................................................... 195 Understanding the Database Configuration Wizard ............................................................................................ 195 Fulfilling PeopleSoft Database Configuration Wizard Prerequisites ................................................................... 196
Installing the PeopleSoft Database Server Components on the Database Server ........................................... 196 Installing the Oracle RDBMS Software ......................................................................................................... 197
Creating an INIT<SID>.ORA File ................................................................................................................. 197 Creating Target Directory Paths ..................................................................................................................... 199 Setting Up Target Database Connectivity ....................................................................................................... 200 Running the Shell Script psconfig.sh .............................................................................................................. 201
Running the Database Configuration Wizard ...................................................................................................... 201 Checking the Log Files and Troubleshooting ...................................................................................................... 218
Checking the Log Files ................................................................................................................................... 218 Running Data Mover ....................................................................................................................................... 218 Troubleshooting .............................................................................................................................................. 220 Improving Performance .................................................................................................................................. 222
Chapter 7 Completing the Database Setup ........................................................................................................................ 223 Selecting the Necessary Tasks to Complete the Database Setup ......................................................................... 223 Reviewing Patch Application ............................................................................................................................... 223 Updating Database to Latest PeopleTools Release .............................................................................................. 224
Understanding Database Updates ................................................................................................................... 224 Cleaning Up Data ............................................................................................................................................ 225 Creating New PeopleTools Tablespaces ......................................................................................................... 225 Updating PeopleTools System Tables ............................................................................................................ 226 Updating PeopleTools Database Objects ........................................................................................................ 230 Updating PeopleTools Multilingual Objects .................................................................................................. 232 Deleting Obsolete PeopleTools Database Objects .......................................................................................... 234
Applying Patched PeopleTools Database Objects .......................................................................................... 236 Altering PeopleTools Tables ........................................................................................................................... 237 Migrating Records to New Tablespaces ......................................................................................................... 240 Updating PeopleTools System Data ............................................................................................................... 246 Running PeopleTools Conversions ................................................................................................................. 248 Converting Integration Broker ........................................................................................................................ 253 Running Additional PeopleTools Conversions ............................................................................................... 255
Running Additional Data Mover Scripts .............................................................................................................. 256 Installing a Multilingual PeopleTools System Database ..................................................................................... 256
Understanding the Multilingual Database Project .......................................................................................... 256
Applying the Multilingual Database Project ................................................................................................... 256 Populating the Translated System Data .......................................................................................................... 257
Running VERSION Application Engine Program ............................................................................................... 257 Running SQR Reports .......................................................................................................................................... 257
Understanding Running SQR Reports ............................................................................................................ 258 Running SQRs on the Client Workstation ...................................................................................................... 258 Creating a Shortcut to Run SQRs ................................................................................................................... 260
Checking the Database ......................................................................................................................................... 261
Running SETSPACE.SQR ................................................................................................................................... 262 Running Alter Audit ............................................................................................................................................. 263
Chapter 8A Configuring the Application Server on Windows ........................................................................................... 269 Understanding the Application Server ................................................................................................................. 269 Prerequisites ......................................................................................................................................................... 270 Preparing the Application Server File System for a PeopleTools-Only Upgrade ............................................... 271 Setting Up COBOL for Remote Call ................................................................................................................... 271 Verifying Database Connectivity ......................................................................................................................... 271 Creating, Configuring, and Starting an Initial Application Server Domain ........................................................ 271
Creating, Configuring, and Starting the Application Server Domain ............................................................. 272 Testing the Three-Tier Connection ................................................................................................................. 275 Importing an Existing Application Server Domain Configuration ................................................................. 276 Setting Up a Custom Application Server Domain Configuration .................................................................. 278 Troubleshooting Common Errors ................................................................................................................... 281
Chapter 8B Configuring the Application Server on UNIX ................................................................................................. 283 Understanding the Application Server ................................................................................................................. 283 Understanding the Application Server Domain Processes ................................................................................... 284 Prerequisites ......................................................................................................................................................... 284
Preparing the Application Server File System for a PeopleTools-Only Upgrade ............................................... 285 Setting Environment Variables ............................................................................................................................ 285 Setting Up COBOL for Remote Call ................................................................................................................... 286 Verifying Database Connectivity ......................................................................................................................... 286 Creating, Configuring, and Starting an Initial Application Server Domain ........................................................ 287
Creating, Configuring, and Starting the Application Server Domain ............................................................. 287 Testing the Three-Tier Connection ................................................................................................................. 290 Importing an Existing Application Server Domain Configuration ................................................................. 291 Setting Up a Custom Application Server Domain Configuration .................................................................. 293 Troubleshooting Common Errors ................................................................................................................... 295
Chapter 9A Setting Up the PeopleSoft Pure Internet Architecture in GUI Mode ........................................................... 297 Understanding PeopleSoft Pure Internet Architecture ......................................................................................... 297 Using Authentication Domains in the PeopleSoft Pure Internet Architecture Installation .................................. 299 Preparing the PeopleSoft Pure Internet Architecture File System for a PeopleTools-Only Upgrade ................. 300 Installing the PeopleSoft Pure Internet Architecture on Oracle WebLogic in GUI Mode .................................. 300
Prerequisites .................................................................................................................................................... 300 Installing the PeopleSoft Pure Internet Architecture on a New Oracle WebLogic Domain .......................... 301 Installing the PeopleSoft Pure Internet Architecture on an Existing Oracle WebLogic Domain ................... 316 Uninstalling the PeopleSoft Pure Internet Architecture on Oracle WebLogic ............................................... 334
Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere in GUI Mode .................................... 334 Prerequisites .................................................................................................................................................... 335 Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere ..................................................... 335 Uninstalling the PeopleSoft Pure Internet Architecture from IBM WebSphere ............................................. 353
Testing and Administering the PeopleSoft Pure Internet Architecture Installation ............................................. 354 Verifying the PeopleSoft Pure Internet Architecture Installation ................................................................... 354 Starting and Stopping Oracle WebLogic ........................................................................................................ 355 Starting and Stopping IBM WebSphere Application Servers ......................................................................... 356 Using PSADMIN to Start and Stop Web Servers ........................................................................................... 359 Accessing the PeopleSoft Signon ................................................................................................................... 361
Completing Post-Installation Steps ...................................................................................................................... 364 Updating the Installation Table ....................................................................................................................... 364 Updating PeopleTools Options ....................................................................................................................... 364 Updating Database Information ...................................................................................................................... 365
Chapter 9B Setting Up the PeopleSoft Pure Internet Architecture in Console Mode ..................................................... 367 Understanding PeopleSoft Pure Internet Architecture ......................................................................................... 367 Using Authentication Domains in the PeopleSoft Pure Internet Architecture Installation .................................. 369
Preparing the PeopleSoft Pure Internet Architecture File System for a PeopleTools-Only Upgrade ................. 370 Installing the PeopleSoft Pure Internet Architecture on Oracle WebLogic in Console Mode ............................ 370
Prerequisites .................................................................................................................................................... 370 Installing the PeopleSoft Pure Internet Architecture on a New Oracle WebLogic Domain in Console Mode . 371 Installing the PeopleSoft Pure Internet Architecture on an Existing Oracle WebLogic Domain in Console Mode ............................................................................................................................................................... 375 Uninstalling the PeopleSoft Pure Internet Architecture from Oracle WebLogic ........................................... 382
Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere in Console Mode .............................. 382 Prerequisites .................................................................................................................................................... 382
Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere Application Server ND ............... 382Uninstalling the PeopleSoft Pure Internet Architecture from IBM WebSphere ............................................ 387 Installing the PeopleSoft Pure Internet Architecture in Silent Mode ................................................................... 388
Understanding the Silent Installation and the Response File .......................................................................... 388 Editing the Response File ............................................................................................................................... 388 Running the Silent Mode Installation ............................................................................................................. 390
Testing and Administering the PeopleSoft Pure Internet Architecture Installation ............................................. 391 Verifying the PeopleSoft Pure Internet Architecture Installation ................................................................... 391 Starting and Stopping Oracle WebLogic ........................................................................................................ 391
Starting and Stopping IBM WebSphere Application Servers ......................................................................... 392 Using PSADMIN to Start and Stop Web Servers ........................................................................................... 395 Accessing the PeopleSoft Signon ................................................................................................................... 397
Completing Post-Installation Steps ...................................................................................................................... 400 Updating the Installation Table ....................................................................................................................... 400 Updating PeopleTools Options ....................................................................................................................... 400 Updating Database Information ...................................................................................................................... 401
Chapter 10A Setting Up Process Scheduler on Windows ..................................................................................................... 403 Prerequisites ......................................................................................................................................................... 403 Preparing the Process Scheduler File System for a PeopleTools-Only Upgrade ................................................. 404 Setting Up Process Scheduler Security ................................................................................................................ 404
Understanding Process Scheduler Security .................................................................................................... 404 Changing User Account to Start ORACLE ProcMGR V12.1.1.0_VS2012 ................................................... 405 Granting Process Scheduler Administrative Rights ........................................................................................ 407
Setting Up Process Scheduler to Transfer Reports and Logs to the Report Repository ...................................... 408 Understanding Report Distribution ................................................................................................................. 409 Setting Up Single Signon to Navigate from PIA to Report Repository ......................................................... 411 Determining the Transfer Protocol ................................................................................................................. 411 Starting the Distribution Agent ....................................................................................................................... 412 Setting Up the Report Repository ................................................................................................................... 412 Setting Up the Distribution for Your Process Scheduler Server ..................................................................... 429
Setting Up Sending and Receiving of Report Folders in the Report Manager ............................................... 430 Setting Environment Variables ............................................................................................................................ 430 Setting Up Process Scheduler Server Agent ........................................................................................................ 430
Understanding Process Scheduler Server Agent ............................................................................................. 431 Creating and Configuring a Process Scheduler Server ................................................................................... 431 Reconfiguring a Process Scheduler Server ..................................................................................................... 436 Verifying the Process Scheduler Server Status ............................................................................................... 438
Starting Process Scheduler as a Windows Service (Optional) ............................................................................. 440 Configuring the Process Scheduler for Microsoft Word (Optional) .................................................................... 442
Configuring Process Scheduler ....................................................................................................................... 442
Executing Winword on Mapped Drive ........................................................................................................... 444 Configuring Setup Manager ................................................................................................................................. 445 Installing Products for PS/nVision ....................................................................................................................... 446
Understanding the PS/nVision Setup .............................................................................................................. 447 Installing Products for PS/nVision in Excel Automation Mode ..................................................................... 447 Installing Microsoft .NET Framework Products for PS/nVision .................................................................... 447 Installing Microsoft Open XML SDK for PS/nVision ................................................................................... 455
Chapter 10B Setting Up Process Scheduler on UNIX ........................................................................................................... 461 Prerequisites ......................................................................................................................................................... 461 Preparing the Process Scheduler File System for a PeopleTools-Only Upgrade ................................................. 462 Setting Up Process Scheduler Security ................................................................................................................ 462
Understanding Process Scheduler Security .................................................................................................... 462 Granting Process Scheduler Administrative Rights ........................................................................................ 462
Setting Up Process Scheduler to Transfer Reports and Logs to the Report Repository ...................................... 464 Understanding Report Distribution ................................................................................................................. 464 Setting Up Single Signon to Navigate from PIA to Report Repository ......................................................... 466 Determining the Transfer Protocol ................................................................................................................. 466 Starting the Distribution Agent ....................................................................................................................... 467 Setting Up the Report Repository ................................................................................................................... 467 Setting Up the Distribution for Your Process Scheduler Server ..................................................................... 482 Setting Up Sending and Receiving of Report Folders in the Report Manager ............................................... 483
Setting Up Process Scheduler Server Agent ........................................................................................................ 483 Understanding Process Scheduler Server Agent ............................................................................................. 483 Changing the Default Operating System ........................................................................................................ 484 Setting Up Your Environment ........................................................................................................................ 484 Creating and Configuring a Process Scheduler Server ................................................................................... 485 Reconfiguring a Process Scheduler Server ..................................................................................................... 490 Verifying the Process Scheduler Server Status ............................................................................................... 491
Part II .................................................................................................................................................................. 495 Discretionary Installation ..................................................................................................................................... 495
Chapter 11 Configuring Integration Between PeopleSoft PeopleTools and Oracle SES ................................................ 497 Understanding PeopleSoft PeopleTools and SES Integration ............................................................................. 497 Preparing for the Integration of PeopleSoft PeopleTools and SES ...................................................................... 498
Installing Oracle Secure Enterprise Search ..................................................................................................... 498 Reviewing the PeopleSoft PeopleTools Prerequisites .................................................................................... 498
Configuring SES for the Search Framework ....................................................................................................... 499 Understanding the Oracle SES Configuration ................................................................................................ 499 Creating a Federated Trusted Entity ............................................................................................................... 499 Activating the Identity Plug-in ........................................................................................................................ 500 Configuring SES Authentication Timeout Settings ........................................................................................ 500 Enabling Character Set Detection ................................................................................................................... 501
Setting Up the PeopleSoft Application Server for the Search Framework .......................................................... 501 Setting Up Search Framework User IDs .............................................................................................................. 501 Setting Up Integration Broker for the Search Framework ................................................................................... 502
Understanding the PeopleSoft Integration Broker Configuration for SES ..................................................... 503 Specifying the Integration Gateway ................................................................................................................ 503 Setting Up the Local Nodes ............................................................................................................................ 503 Verifying the Service Configuration ............................................................................................................... 505
Defining a Search Instance in the PeopleSoft System ......................................................................................... 505 Verifying PeopleSoft PeopleTools and SES Connectivity .................................................................................. 508
Chapter 12 Creating a Database Manually on UNIX ......................................................................................................... 511 Understanding Database Creation ........................................................................................................................ 511 Editing Database Scripts (non-CDBs) ................................................................................................................. 512
Understanding Database Scripts ..................................................................................................................... 513 Modifying Database Scripts ............................................................................................................................ 513
Creating an Oracle Instance ................................................................................................................................. 514 Using SQL Tools .................................................................................................................................................. 516 Setting NLS_LANG in the Windows Registry .................................................................................................... 516 Creating an Oracle Database (non-CDBs) ........................................................................................................... 518 Creating Catalog Views and Utility Tablespaces (non-CDBs) ............................................................................ 518 Creating PS.PSDBOWNER Table (non-CDBs) .................................................................................................. 518 Creating Application-Specific Dbspaces and Tablespaces (non-CDBs) ............................................................. 518
Creating PeopleSoft Database Roles (non-CDBs) ............................................................................................... 519 Creating the PeopleSoft Database Owner ID (non-CDBs) .................................................................................. 519 Setting Up Connect ID (non-CDBs) .................................................................................................................... 519
Editing Database Scripts for CDBs ...................................................................................................................... 521 Creating an Oracle Instance for CDBs ................................................................................................................. 522
Creating a Root Container Database ............................................................................................................... 522 Creating a PDB ............................................................................................................................................... 522
Creating Catalog Views and Utility Tablespaces for CDBs ................................................................................ 523 Creating PS.PSDBOWNER Table for CDBs ...................................................................................................... 524 Creating Application-Specific Dbspaces and Tablespaces for CDBs .................................................................. 524 Creating PeopleSoft Database Roles for CDBs ................................................................................................... 524 Creating the PeopleSoft Database Owner ID for CDBs ...................................................................................... 525 Setting Up Connect ID for CDBs ......................................................................................................................... 525
Understanding Connect ID ............................................................................................................................. 525 Understanding Connect ID and the Login Process ......................................................................................... 526
Creating the Connect ID ................................................................................................................................. 526 Updating Connection Information ....................................................................................................................... 527 Creating Data Mover Import Scripts .................................................................................................................... 527
Understanding Data Mover Import Scripts ..................................................................................................... 527 Working with Multilingual Databases ............................................................................................................ 527 Running Database Setup to Create Data Mover Import Scripts ..................................................................... 528
Running Data Mover Import Scripts .................................................................................................................... 535 Understanding Data Mover Import Scripts ..................................................................................................... 535 Populating Tables in the PeopleSoft Database ............................................................................................... 535
Checking the Log Files and Troubleshooting ...................................................................................................... 536 Checking the Log Files ................................................................................................................................... 536 Running Data Mover ....................................................................................................................................... 536 Troubleshooting .............................................................................................................................................. 538 Improving Performance .................................................................................................................................. 540
Changing the Base Language ............................................................................................................................... 540
Chapter 13A Installing and Compiling COBOL on Windows ............................................................................................. 541 Understanding COBOL ........................................................................................................................................ 541 Prerequisites ......................................................................................................................................................... 541 Installing Micro Focus Net Express for Windows ............................................................................................... 542
Prerequisites .................................................................................................................................................... 542 Obtaining Installation Files for Micro Focus Net Express from Oracle Software Delivery Cloud ................ 542
Installing Micro Focus Net Express ................................................................................................................ 542 Using the Micro Focus COBOL Compiler on Microsoft Windows .................................................................... 554
Understanding COBOL Compilation ............................................................................................................. 555 Compiling COBOL on Microsoft Windows with a PS_HOME Setup ........................................................... 556 Compiling COBOL on Microsoft Windows with a PS_APP_HOME Setup ................................................. 559 Compiling COBOL on Microsoft Windows with a PS_CUST_HOME Setup .............................................. 563 Recompiling COBOL on Microsoft Windows ............................................................................................... 568 Defining the GNT and INT Files .................................................................................................................... 569 Distributing COBOL Binaries ........................................................................................................................ 569
Chapter 13B Installing and Compiling COBOL on UNIX ................................................................................................... 571 Understanding COBOL ........................................................................................................................................ 571 Prerequisites ......................................................................................................................................................... 571 Installing Micro Focus Server Express for UNIX and Linux .............................................................................. 572
Understanding Micro Focus Server Express ................................................................................................... 572 Prerequisites .................................................................................................................................................... 572
Obtaining the Installation Files for Micro Focus Server Express from Oracle Software Delivery Cloud ..... 573 Installing Micro Focus Server Express ........................................................................................................... 573
Using the Micro Focus COBOL Compiler on UNIX .......................................................................................... 578 Understanding COBOL Compilation ............................................................................................................. 579 Setting Environment Variables ....................................................................................................................... 580 Modifying the Liblist64 File (IBM AIX) ........................................................................................................ 580 Modifying the Cobopt File (SuSE Linux Enterprise Server Only) ................................................................. 581 Compiling COBOL on UNIX with a PS_HOME Setup ................................................................................. 581 Compiling COBOL on UNIX with a PS_APP_HOME Setup ....................................................................... 582 Compiling COBOL on UNIX with a PS_CUST_HOME Setup .................................................................... 584 Linking COBOL ............................................................................................................................................. 584 Recompiling COBOL on UNIX ..................................................................................................................... 585
Installing IBM COBOL on IBM AIX .................................................................................................................. 586 Understanding the IBM COBOL for AIX Installation ................................................................................... 586 Prerequisites .................................................................................................................................................... 586 Installing IBM COBOL for AIX v4.1.1.1 ....................................................................................................... 587
Using the IBM COBOL Compiler on IBM AIX ................................................................................................. 589 Setting Environment Variables for IBM COBOL .......................................................................................... 589 Compiling COBOL on AIX with a PS_HOME Setup .................................................................................... 590 Compiling COBOL on AIX with a PS_APP_HOME Setup .......................................................................... 591 Compiling COBOL on AIX with a PS_CUST_HOME Setup ....................................................................... 592 Troubleshooting the IBM COBOL Compiler ................................................................................................. 594 Setting Up the IBM COBOL Runtime ............................................................................................................ 597 Removing the IBM COBOL Installation ........................................................................................................ 601
Chapter 14 Installing PeopleSoft Change Assistant ............................................................................................................ 605 Understanding PeopleSoft Change Assistant ....................................................................................................... 605 Removing PeopleSoft Change Assistant Installations ......................................................................................... 605 Installing PeopleSoft Change Assistant in GUI Mode ......................................................................................... 608 Installing PeopleSoft Change Assistant in Silent Mode ...................................................................................... 615 Configuring and Using PeopleSoft Change Assistant ......................................................................................... 615
Verifying the Path Variable ............................................................................................................................ 615
Specifying Options .......................................................................................................................................... 616 Scanning the Workstation ............................................................................................................................... 616 Exporting Jobs to XML, HTML, or Microsoft Excel Format ........................................................................ 616
Validating Change Assistant Settings .................................................................................................................. 616
Chapter 15 Installing PeopleSoft Change Impact Analyzer .............................................................................................. 619
Prerequisites ......................................................................................................................................................... 619 Removing PeopleSoft Change Impact Analyzer Installations ............................................................................. 619 Installing PeopleSoft Change Impact Analyzer ................................................................................................... 622
Chapter 16 Installing and Configuring Software for Crystal Reports .............................................................................. 627 Understanding Crystal Reports Software Installation and Configuration ............................................................ 627 Determining the Crystal Reports Runtime Environment ..................................................................................... 628 Obtaining SAP BusinessObjects Enterprise and Crystal Reports Software ........................................................ 630
Understanding the SAP BusinessObjects Enterprise and Crystal Reports Software Distribution ................. 630 Obtaining the Software from Oracle Support ................................................................................................. 630 Obtaining the Software from SAP BusinessObjects ....................................................................................... 631
Installing SAP Crystal Reports ............................................................................................................................ 632 Understanding the SAP Crystal Reports Installation ...................................................................................... 632 Installing SAP Crystal Reports 2008 .............................................................................................................. 633 Installing SAP Crystal Reports 2011 .............................................................................................................. 641 Installing Crystal Reports Runtime Engine for .NET Framework 4 .............................................................. 651
Installing SAP BusinessObjects Enterprise XI 3.1 .............................................................................................. 656 Understanding the SAP BusinessObjects Enterprise XI 3.1 Installation ........................................................ 657 Understanding Integration Between SAP BusinessObjects Enterprise XI 3.1 and PeopleSoft Enterprise .... 659 Understanding Query Access Services ........................................................................................................... 661 Reviewing Key SAP BusinessObjects Enterprise XI 3.1 Components .......................................................... 663 Planning your SAP BusinessObjects Enterprise XI 3.1 Integration ............................................................... 663
Installing the PeopleSoft Application Environment ....................................................................................... 667 Creating a Web Server for SAP BusinessObjects Enterprise XI 3.1 on Windows ......................................... 667 Installing SAP BusinessObjects Enterprise XI 3.1 on Windows .................................................................... 680 Installing BusinessObjects Integration Kit for PeopleSoft on Windows ........................................................ 697 Installing Fix Packs or Service Packs on Windows ........................................................................................ 707 Creating the BusinessObjects Enterprise Archive and Installing Files on Windows ..................................... 709 Extracting the Archive on Windows ............................................................................................................... 714 Installing TrueType Fonts on Windows ......................................................................................................... 722 Creating a Web Server for SAP BusinessObjects Enterprise XI 3.1 on UNIX or Linux ............................... 723 Installing SAP BusinessObjects Enterprise XI 3.1 on UNIX or Linux .......................................................... 731
Installing BusinessObjects Integration Kit for PeopleSoft on UNIX or Linux .............................................. 733 Installing Fix Packs or Service Packs on UNIX or Linux .............................................................................. 735 Creating the BusinessObjects Enterprise Archive and Installing Files on UNIX or Linux ............................ 736 Extracting the Archive on UNIX or Linux ..................................................................................................... 737 Installing TrueType Fonts in UNIX or Linux ................................................................................................. 738 Creating and Extracting the BusinessObjects Enterprise Archive in Silent Mode ......................................... 738 Confirming Access to the SAP BusinessObjects Enterprise XI 3.1 Administration and Central Management Console ........................................................................................................................................................... 741 Configuring the PeopleSoft Application for BusinessObjects Enterprise XI 3.1 Integration ........................ 743
Importing the Security Certificate to the Oracle WebLogic Server ............................................................... 760 Importing Security Certificate to the IBM WebSphere Server ....................................................................... 766 Configuring the SAP BusinessObjects Enterprise XI 3.1 Server ................................................................... 771 Configuring SAP Crystal Reports 2008 or Crystal Reports 2011 for SAP BusinessObjects Enterprise XI 3.1 . 779
Modifying the SAP BusinessObjects Enterprise XI 3.1 Chunk Size .............................................................. 783 Verifying the PeopleSoft to SAP BusinessObjects Enterprise XI 3.1 Integration ......................................... 784
Migrating your SAP BusinessObjects Enterprise XI 3.1 Installation to a New Version of PeopleTools ............ 784 Administering and Using SAP BusinessObjects Enterprise XI 3.1 ..................................................................... 785
Understanding PeopleSoft Permission Lists, Roles, and Users Involved in PeopleSoft Integration with SAP BusinessObjects Enterprise XI 3.1 ................................................................................................................. 786 Changing the Data Source of the SAP BusinessObjects Enterprise XI 3.1 Report Repository ..................... 787 Returning to SAP Crystal Reports from SAP BusinessObjects Enterprise XI 3.1 ......................................... 790 Enabling Logging in SAP BusinessObjects Enterprise XI 3.1 ....................................................................... 790 Deploying Manually with Wdeploy Tool ....................................................................................................... 792
Deploying Manually Through IBM WebSphere Console .............................................................................. 794 Deploying Manually on Oracle WebLogic 10.3 ............................................................................................. 801 Configuring Microsoft Office 2010 to Read Crystal Reports ......................................................................... 809
Removing the Integrated SAP BusinessObjects Enterprise XI 3.1 Installation ................................................... 811 Uninstalling PeopleSoft for BusinessObjects Enterprise XI 3.1 on Windows ............................................... 811 Uninstalling SAP BusinessObjects Enterprise XI 3.1 on Windows ............................................................... 811 Uninstalling PeopleSoft for BusinessObjects Enterprise XI 3.1 on UNIX or Linux ...................................... 812 Uninstalling SAP BusinessObjects Enterprise XI 3.1 on UNIX or Linux ..................................................... 812
Converting Crystal Reports .................................................................................................................................. 812 Selecting the Crystal Reports Conversion Method ......................................................................................... 813 Converting Existing Crystal Reports to Crystal Reports 2008 or Crystal Reports 2011 Format ................... 813 Converting Existing Crystal Reports to Run with SAP BusinessObjects Enterprise XI 3.1 .......................... 815
Chapter 17 Adding New Product Modules .......................................................................................................................... 843 Adding New Modules to PeopleSoft 8.4 Installations ......................................................................................... 843
Chapter 18 Installing PeopleSoft Online Help ..................................................................................................................... 845 Understanding PeopleSoft Online Help (PeopleBooks) ...................................................................................... 845 Using PeopleSoft Hosted Documentation for Context-Sensitive Help ................................................................ 846
Understanding PeopleSoft Hosted Documentation ........................................................................................ 846 Setting Up Context-Sensitive Help with PeopleSoft Hosted Documentation ................................................ 846 Setting Up F1 Help with PeopleSoft Hosted Documentation ......................................................................... 849
Installing PeopleSoft Online Help LocalIy .......................................................................................................... 849 Obtaining PeopleSoft Online Help Installation Files from Oracle Software Delivery Cloud ........................ 849
Installing the PeopleSoft Online Help to a Local Machine ............................................................................ 850 Configuring Context-Sensitive Help with Local Installations ............................................................................. 850
Enabling the Help Link from the Application Pages with Local Installations ............................................... 851 Enabling F1 Help with Local Installations ..................................................................................................... 851
Using Oracle Secure Enterprise Search for Full-Text Searches .......................................................................... 852 Understanding Oracle Secure Enterprise Search and PeopleSoft Online Help .............................................. 852 Prerequisites .................................................................................................................................................... 852 Crawling a Source to Generate Full-Text Search ........................................................................................... 852
Setting Up Oracle Secure Enterprise Search for Multiple Product Line Libraries .............................................. 866 Understanding the Multiple Product Line Setup ............................................................................................ 867 Setting Up the Product Line Libraries ..................

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242905216 PeopleTools 8 54 Installation for Oracle