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Step 1 INSTALLING PEOPLESOFT / ORACLE Oracle8i 1. Operating systems compatible for Peoplesoft Installation are Windows 2000 Server Family or Windows XP Professional (Any Windows Server Edition will work) and also make sure Internet Information Services is also installed, You can check this by going into Administrative Tools in control panel’ as ‘Internet Services Manager’ if not just go to control panel’, ‘Add/Remove programs’, ‘Add/Remove Windows Components’ and you will see ‘Internet Information Services(IIS)’ Just check it, Click Next if it ask for CD put the operating system CD it will install. 2. In this documentation “Drive” means where the original software is present. “C” will be your system Hard Drive Letter. 3. Browse to the directories and find the file setup.exe path will be as shown below (Drive):\oracle8i\install\win32\setup.exe 4. During installation process, when asked for destination folder for installation directories go with default as shown below 5. Next screen Choose Oracle8i Enterprise Edition 8.1.7.0.0 and Click ‘Next’ 6. Next Screen Choose Custom and Click ‘Next’ 7. Next Screen Scroll Down and uncheck only ‘Oracle Advanced Security 8.1.7.0.0’ Then go ahead click ‘Next8. Next will be Component Locations Screen just don’t make any changes and click ‘Next’ 9. Select Nowhen it asks for “Do you want to create a New Database by using this Tool and click ‘Next’. 10. In Summary screen just Click ‘Install’. 1

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Page 1: People Soft Installation With Screen Shots

Step 1 INSTALLING PEOPLESOFT / ORACLE

Oracle8i

1. Operating systems compatible for Peoplesoft Installation are Windows 2000 Server Family

or Windows XP Professional (Any Windows Server Edition will work) and also make sure Internet Information Services is also installed, You can check this by going into ‘Administrative Tools in control panel’ as ‘Internet Services Manager’ if not just go to ‘control panel’, ‘Add/Remove programs’, ‘Add/Remove Windows Components’ and you will see ‘Internet Information Services(IIS)’ Just check it, Click Next if it ask for CD put the operating system CD it will install.

2. In this documentation “Drive” means where the original software is present. “C” will be your system Hard Drive Letter.

3. Browse to the directories and find the file setup.exe path will be as shown below

(Drive):\oracle8i\install\win32\setup.exe

4. During installation process, when asked for destination folder for installation directories go with default as shown below

5. Next screen Choose Oracle8i Enterprise Edition 8.1.7.0.0 and Click ‘Next’ 6. Next Screen Choose Custom and Click ‘Next’ 7. Next Screen Scroll Down and uncheck only ‘Oracle Advanced Security 8.1.7.0.0’ Then go

ahead click ‘Next’ 8. Next will be Component Locations Screen just don’t make any changes and click ‘Next’ 9. Select ‘No’ when it asks for “Do you want to create a New Database by using this Tool and

click ‘Next’. 10. In Summary screen just Click ‘Install’.

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11. After installing the installation folders as shown above, you will come to Net8 Configuration Assistant Window Just Click ‘Next’. a) Select ‘ No, I want to defer directory service access configuration to another time’. b) Listener Name is ‘LISTENER’ if not give that name and Click Next c) Selected Protocols ‘TCP’ if not select it and click ‘next’ d) Make sure ‘Use the standard port number of 1521’ is checked. e) When asked if you want to configure another listener, Select “No” f) Make Sure ‘No, I Do not want to change the naming methods configured’ is checked,

click Next. g) You will see the window with ‘Finish’ button. Click it. Click Exit. Here the configuration

is complete. 12. Go to Start Run Type regedit Click OK

c) You reach to Registry Editor Go to HKEY_LOCAL_MACHINE\SOFTWARE\ORACLE directory as shown below

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d) Double click on NLS_LANG. You get

Type AMERICAN_AMERICA.UTF8 for the value data Click OK. You will see the value for data in the previous screen changed from NA to AMERICAN_AMERICA.UTF8 And also change ‘NLS_LANG’ Value in ID0 under ALL_Homes directory and also in HOME0.

13. RESTART THE COMPUTER

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Step 2 INSTALLING WEBLOGIC SERVER

1. Insert the Weblogic CD in the CD-ROM or Go to the Drive where you have the DUMP and

explore for the file

(Drive):\Weblogic8.1\ server813-win32.exe Double click server813-win32.exe file. You will see screen

2. In the Next Screen, Click ‘Next’ 3. Select ‘Yes’ when it ask for ‘Do You Agree with the Terms of the License’ and Click

‘Next. 4. Next Screen will be as shown below and Click ‘Next’

5. Next Screen select ‘Complete’ and Click ‘Next’. 6. Next Screen will be as shown below

The product installation Directory by default chosen as C:\bea\weblogic81. Just click ‘Next’

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7. Next Screen go with defaults if you want to install those features and Click ‘Done’ and follow screens with defaults for installation to be done.

INSTALLING LICENSE: Find the path of the ‘License’ folder in the CD or folder where you have DUMP of Weblogic 8.1. Open DOS command Prompt and go to ‘License’ directory as shown in following screen (Suppose if I have dump in d:\weblogic8.1) C:\> d: D:\> cd weblogic8.1\License Then execute the following command D:\weblogic8.1\License> Copy * c:\bea Choose ‘Yes’ if it ask for to Overwrite. Then go back to c drive like this D:\weblogic8.1\License> c: C:\bea> installpslicense.cmd c:\bea If its done Exit.

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Step 3 INSTALLING TUXEDO

1. Insert Tuxedo CD or Go to Tuxedo Dump folder then Double Click to execute the file

Drive:\Tuxedo8.1\pstuxinstall.exe If it won’t start automatically go to Drive:\Tuxedo8.1\win\win2k\base\ Tuxedo81_win.exe Double Click it.

2. In the introduction screen click ‘Next’ and Choose ‘Yes’ when it ask for ‘Do you agree with the terms of license’ Click ‘Next’.

3. Go for ‘Next’ in the Choose Install Set Screen with defaults. 4. Accept the defaults ‘Use Existing BEA Home’ and the path below is ‘c:\bea’ so just click

‘Next’ 5. Next screen is Choose Product Directory, accept ‘c:\bea\Tuxedo8.1’ then go ahead click

‘Install’. 6. When it ask for as shown below just type – ‘password’ and click ’Next’ 7. Select “NO” when it ask for “Would you like to configure LDAP for SSL Support?” and

click ‘Next’ 8. Select “Yes” when it ask for “Would you like to install your license Now?” and click ‘Next’ 9. Make sure specify license location directory is “c:\bea\tuxedo8.1”and click ‘Next’ Don’t

worry about if it gives error, just go for ‘Next’ and next screen click ‘Done’ 10. Installing Patch:

a) Drive:\Tuxedo8.1\win\win2k\patch\R135_*.exe Double Click it. b) Follow the screens with defaults until complete installation.

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Step 4

INSTALLING PEOPLETOOLS 8.45

1. Explore to directory People Tools 8.45 in Dump. Go to Disk1 and double click to execute ‘setup.exe’.

You will see the screen as shown below

2. Next screen will be ‘InstallShield Wizard for PeopleTools 8.45 just go ahead click ‘Next’. 3. Select ‘I accept the terms of the License Agreement’ radio button for the license. Click

‘Next’ 4. Enter the PeopleSoft License Code

It should be z2340i-66smq2-2268omg-kii443-1mgnf2 Can check in the doc file “PSOFT_KEYS.doc” It accepts only small letters (No Caps) Click ‘Next’

5. Select non-Unicode Database then Click ‘Next’ 6. Here we select Servers we want to install. We select default - all servers then click

‘Next’. 7. Mention here the folder where you wish to install PeopleTools. You have to type as

C:\PT845 [Not as mentioned in screen (n:\PT8.45)] Click ‘Next’.

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8. Make sure select “NO” when it asks for ‘Would you like to install Enterprise Resource Planning (ERP) Connectors?’ then click ‘Next’.

9. Mention here the folder where you wish to install Connectivity Program Directory as C:\oracle\ora81\bin [Not as C:\orawin\bin] Click ‘Next’.

10. Select ‘Yes’ when it asks for “Do you want to Install People Tools Icons?” then click ‘Next’.

11. Click ‘Next’ and accept defaults until you see the screen as shown

here

12. Uncheck “PeopleTools Language Pack” and “PeopleTools Language Development Kit” and click ‘Next’.

13. Installation is finished then Click ‘Finish’

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Step 5

INSTALLING FINANCIAL MODULE MOST OF THE STEPS HERE ARE SAME AS INSTALLING PEOPLETOOLS

1. This document is based on Financial 8.8 installation so whenever you are entering a ‘KEY’ make sure you are entering correct key related to that module you can check at the end of this document or check in the file ‘Psoft_keys.doc’.

2. Insert the Financial CD into CD-ROM or Go to DUMP and look for folder Financials 8.8 then double click ‘setup.exe’ to execute.

3. You’ll get the ‘Welcome’ Screen click ‘Next’ and Accept the license agreement when it asks for and click ‘Next’.

4. Enter the following key( Or check in file PSOFT_KEYS.doc) 1107bf-ffffff-a400000-000801-2q2m8o (all lower case) Careful about ‘O’ (Character) s and zeros

5. Select ‘Non-Unicode Database’ radio button then Click ‘Next’. 6. Next Screen: Here we select the servers we want to install. We select default - all

servers. So just click ‘Next’. 7. Mention here the folder where you installed PeopleTools C:\PT845 (Not as

n:\PT8.45.01). Click ‘Next’. 8. Next screen just go ahead with defaults because all are selected. Click ‘Next’. 9. Confirmation window. Whatever was selected appears here. If you don’t see the

following selection, go back and fix it (Check if you get the folder as C:\PT845 and not as n:\PT8.45.01)

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Click ‘Next’ 10. When the installation is done. Click ‘Finish’

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Step 6 SET-UP DATABASE EPDMO

USING DATABASE CONFIGURATION ASSISTANT

1. Go to: Start Programs Oracle OracleHome81 Database Administration Database Configuration Assistant.

2. Select ‘Create Database’. Click ‘Next

3. Select ‘Custom’. Click ‘Next. 4. Select ‘Multipurpose’. Click ‘Next’ 5. Select ‘Concurrently connected Users as 15’. Click ‘Next’ 6. Choose ‘Dedicated Server Mode’. Click ‘Next’ 7. Uncheck ‘Oracle JServer’ and ‘SQL*plus Help’ from the list. Click ‘Next’ 8. In the next window, shown below -

Enter Global Database Name: EPDMO SID: EPDMO Click ‘Change Character Set’ button Select US7ASCII for EPDMO Database Character Set Select US7ASCII for EPDMO National Character Set

Don’t change anything else Remember the initialization file address C:\oracle\admin\EPDMO\pfile\initEPDMO.ora

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9. You will get the following default values. Don’t change them.

Click Next Go to following page

10. You will get the following default values. Don’t change them.

Click Next Go to next page

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11. You will get the following default values. Don’t change them.

Click Next Go to next page

12. You will get the following default values. Don’t change them.

Click Next Go to next page

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13. Make sure the Block Size (Bytes) is 8192. Keep all the values as defaulted might be

these values varies depends on system.

Click Next Go to next page

14. Keep all the default value of Trace File Directory from this window as default

Click Next Go to next page

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15. Select ‘ Create Database Now’ and click ‘Finish’

16. Click ‘yes’

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17. Finally when all those processes are done, you get the following window. Click OK

19. From Windows Explorer Open the file:

C:\oracle\admin\EPDMO\pfile\initEPDMO.ora in notepad or any editor and Add the value inside quotes.

‘db_domain = world’ And change the value as shown below for following parameters service_names=EPDMO.world open_cursors=255 as shown in following image

RESTART THE SYSTEM ONCE YOU ARE DONE WITH ALL THE CHANGES.

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Step 7 RUNNING THE SCRIPTS

In This section you are running Seven Scripts (Have to Run in the same sequence as mentioned later on this section) in SQL* Plus Using User Name : sys, Password: change_on_install, Host String: EPDMO . Before start running those Scripts you have to make changes in the files Located in the folder (c:\PT845\scripts\nt) as shown in picture below. You will be making changes in only three files utlspace.sql, rollback.sql and epddl.sql.

Just remember these and change only wherever Bold and Underlined if you find anywhere else just ignore it. 20 Replace with UNLIMITED 32 Replace with UNLIMITED <drive>:\oradata\<SID> c:\oracle\oradata\EPDMO First File: UTLSPACE.SQL Here I took only the part where I can mark for you to make changes as mentioned above. REM * Create additional rollback segment in SYSTEM before creating tablespace. REM * create rollback segment r00 tablespace system storage (initial 16k next 16k minextents 2 maxextents 20); REM * Use ALTER ROLLBACK SEGMENT ONLINE to put r00 online without shutting REM * down and restarting the database. REM * alter rollback segment r00 online;

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CREATE TABLESPACE PSRBS DATAFILE '<drive>:\oradata\<SID>\psrbs01.dbf' SIZE 300M DEFAULT STORAGE ( INITIAL 4M NEXT 4M PCTINCREASE 0 ) ; CREATE TEMPORARY TABLESPACE PSTEMP TEMPFILE '<drive>:\oradata\<SID>\pstemp01.dbf' SIZE 300M EXTENT MANAGEMENT LOCAL UNIFORM SIZE 128K ; REM * Create a tablespace for database users default tablespace. REM * CREATE TABLESPACE PSDEFAULT DATAFILE '<drive>:\oradata\<SID>\psdefault.dbf' SIZE 100M EXTENT MANAGEMENT LOCAL AUTOALLOCATE; Second File: ROLLBACK.SQL You can see the picture of rollback.sql file below. In this file you are replacing 20 and 32 with UNLIMITED Only between maxextents and optimal (See bold part in the picture). So in this file you are making 5 changes (Four 20’s and One 32).

Third File: EPDDL.SQL In this file you have to replace <drive>:\oradata\<SID> c:\oracle\oradata\EPDMO. You will see a lot to change so just go to Menu: Edit Replace, type as you need to change and click replace all. In this file that’s all the changes you have to make.

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Actual Running Scripts:

1. Go to Start Programs Oracle Application Development SQL*Plus Login as sys/change_on_install@EPDMO (See Picture Below)and Click ‘OK’

2. If you able to login you will be prompted like “SQL>”

Type next to that “@c:\PT845\scripts\nt\utlspace.sql” don’t enter any quotation marks. Like this run scripts in the sequence mentioned below.

a. Utlspace.sql b. Rollback.sql

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c. Dbowner.sql d. Epddl.sql e. Psroles.sql f. Psadmin.sql in this it will ask for owner ID : SYSADM, Password:

SYSADM and Table Space: PSTEMP g. Connect.sql

Shutdown and RESTART THE SYSTEM.

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Step 8 RUNNING DATAMOVER SCRIPT

1. Go to Start Programs PeopleTools 8.4 Configuration Manager

Make changes as necessary, your screen should match to the following screen then click ‘Apply’ and Press ‘OK’.

DataBase Type : ORACLE DataBase Name : EPDMO UserId : VP1 for financials connectId : people Connect Password : peop1(one)e

2. Go to Start Programs PeopleTools 8.4 Data Mover

Here we have to login Datamover in Bootstrap Mode (means logging in SYSADM, SYSADM: EPDMO as shown below) Database Name: EPDMO; UserID: SYSADM; Password: SYSADM; Picture Datamover Bootstrap Mode:

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Go to File Database Setup

Select your database platform: Oracle Select your characters set: US7ASCII and click Next. DataBase Type Demo Then ADD Set the database parameters and click Next. SYMBOLIC ID: EPDMO (same as Database Name)Select your database’s base language and click Finish.

Run the script by pressing button( See picture to where it pointing).

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[ If we get any error, first check LOG files. Example: There is an error in

epengs.log Get the Table name () where it stopped. Go to Datamover script and look for statements bottom of epengs.log. There will be a statement “import *” before that Add these lines before Import:

DROP TABLE PSPNLFIELD; SET START PSPNLFIELD; Run the script again. Basically what we are doing is we are trying to

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restart where it stopped before to avoid duplicates.

Note: If epengs.log is successful and got an error in epengl.log, you have to comment all the statements prior to the log file statement.

Above mentioned statements in Italic Font only if you get error.

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Step 9 Copying Databases

1. Go to Start Programs People Tools 8.4 Application Designer. 2. Login Application Designer with Database Name: EPDMO; UserID: VP1; Password:

VP1). Picture CD:

3. Choose Tools, Copy Project, From File. 4. In the resulting dialog, change the import directory to <PS_HOME>\projects,

select PPLTLS84CUR from the list of projects and click on the Open button. 5. You’ll see the Copy dialog. Select all object types and then click on the

Copy button. When the progress dialog disappears, the project has been copied. Close Application Designer.

Then, 1. Launch Application Designer with Database Name: EPDMO; UserID: VP1;

Passwor VP1)d: again. 2. Choose Tools, Copy Project, From File. 3. In the resulting dialog, change the import directory to PS_HOME>\projects,

select PPLTLS84CURDEL from the list of projects and click Open.

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4. You’ll see the Copy dialog. Select all object types and click the Copy button. When the progress dialog disappears, the project has been copied.

5. Close Application Designer. 1. Launch Application Designer. 2. Choose Tools, Copy Project, From File. 3. In the resulting dialog, change the import directory to PS_HOME>\projects. 4. Select PPLTLS84CURML from the list of projects and click on the Open

button. 5. You’ll see the Upgrade Copy dialog. Make sure that all object types are

selected. 6. Click on the Options button, Select the Copy Options tab and ensure that

only the non-English languages you have installed are selected. Please note that English and Common should not be selected. Select ‘OK’

7. Choose the languages that you are currently installing from the Copy

Options dialog. 8. Click the Copy button. Building Project: 1. File, open Project PPLTLS84CUR then press ‘OK’ 2. Then click Build in the Menu Bar, Select Project. 3. Select Create Tables, Create Views, Alter Tables and Build Script file. 4. Go to Settings Tab, scripts tab, Write Alter Comments to script and Enter

the path in that window as c:\temp\psbuild.sql 5. Go to Alter Tab: add, change, renames, delete check boxes. Select ‘Drop Column if data present’. Select ‘Truncate data if field too short’. Select ‘Alter by Table Rename’. Select ‘Create tab Skiptable if it already exists’. Select ‘Recreate view if it already exists’. Select ‘Recreate index only if modified’. OK, BUILD and CLOSE When its done.

LOGIN SQL*PLUS as sysadm/sysadm@EPDMO at SQL> Prompt type as “@c:\temp\psbuild.sql” Note: Don’t Type Quotation Marks.

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1. Launch Application Designer with Database Name: EPDMO; UserID: VP1;

Password: VP1) again. 2. Choose Tools, Copy Project, From File. 3. In the resulting dialog, change the import directory to PS_HOME>\projects,

select PT84TBLSPC from the list of projects, and click Open. 4. You’ll see the Copy dialog. Select all object types and click the Options

button. Navigate to General Options and make sure that the Take DDL from Source radio button is set. Click OK.

5. Click the Copy button. When the progress dialog disappears, the project has been copied.

Building Project:(Same as above)

1. File, open, Project PT84TBLSPC and OK. 2. Build , project Alter Tables, Build Script File. 3. In settings, Select scripts Write Alter comments to scripts, Output to

single file, prompt for each overwrite, Path- c:\temp\psbuild.sql. 4. Go to Alter Tab: add, change, renames, delete check boxes. Select ‘Drop Column if data Present’. Select ‘Truncate data if field too short’. Select ‘Alter even if no changes’. Ok, Build, close.

LOGIN SQL sysadm/sysadm@EPDMO at SQL> Prompt Type as “@c:\temp\psbuild.sql”

Note: Don’t Type Quotation Marks.

Finally: Login Datamover in Bootstrap Mode(SYSADM/SYSADM@EPDMO) (See picture Datamover Bootstrap Mode above if you have doubt) Run the script: PSLANGUAGES.DMS CLOSE WHEN IT’S DONE. Login Datamover with Database Name: EPDMO; UserID: VP1; Password: VP1 Run the Scripts: msgtleng.dms, storeddl.dms. CLOSE WHEN IT’S DONE.

PS Administration Go to DOS Prompt --- c:\Ps_Home\bin\client\winx86 and double click on PSAE. Type: psae -cd EPDMO -ct ORACLE -co VP1 -cp VP1 -r install –ai version

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See the Picture Below:

RUNNING SQR’s

Go to ps_home\bin\sqr\ora\binw\sqrw.exe ( ) create shortcut on Desktop. Go To properties by clicking Right Mouse Button on ShortCut Desktop Icon. You will see Target as shown in the Picture Below. Just add to the existing at the end -ZIFc:\PT845\SQR\PSSQR.INI –ic:\PT845\SQR -fc:\temp\

After Entering in the Target click Apply and ‘OK’

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1. Double Click SQRW Desktop Icon and you will get a window as shown below.

2. Go to Files and go to c:\PT845\SQR. Select dddaudit.sqr you will get the

Report Name value as shown in picture above. Then type Username: SYSADM; Password: SYSADM; Database: EPDMO as shown above. With CRMDMO, SYSADM, SYSADM.

If you look at the picture there is a part in bold. While running SQR just type the file name you are executing with an extension ‘.lis’. So it will write the report to the list file to see the execution details of report.

Give –fc:\temp\ (file name executing).lis

3. Same as above run these two SQR’s (Sysaudit.sqr, Setspace.sqr) In sysaudit.sqr you might get error but the installation will run fine. CLOSE ALL THE WINDOWS.

Little addition to the file c:\oracle\admin\EPDMO\pfile\initEPDMO.ora

Add above db_domain rollback_segments = (r01, r02, r03, r04). RESTART THE MACHINE.

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Step 10 Configuring the Appserver

1. Go to c:\PT845\appserv\psadmin double click on it. *Specify 1, Application Server and enter, *specify 2, to create domain and enter, *specify Name as EPDMO *specify 4 for small. *select 15 to change UserID as VP1, *select 16 to change UserPswd as VP1,

See The Picture Below:

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After you are done with making changes Load the Configuration by Specifying ‘11’ ************Press 11 to load the configuration (don't forget this) Don’t forget to create a Shortcut on Desktop of ‘PSADMIN’(c:\PT845\appserv)

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Step 11 Setting the Webserver

Go to PT845\setup\mpinternet\ double click setup.exeGo with defaults and follow the screens, you have to change only the values HTTP Port: 7001 HTTPS Port: 7002 Finish the Installation.

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Step 12 How to work on PeopleSoft in 3-tier Mode

Create a Shortcut of StartPIA on Desktop by going to the folder C:\PT845\webserv\peoplesoft. Start Webserver (StartPIA) by double clicking.

Create a Shortcut of PSADMIN on Desktop by going to the folder if you didn’t create earlier. (C:\PT845\appserv) Start Appserver (PSADMIN) by booting domain you created earlier. For Booting: Double Click psadmin. Specify 1 (Application Server) Specify 1 (Administer Domain) Specify 1 (To select what you created earlier EPDMO Domain) Specify 1 (To boot domain) If 11 Processes started its running fine. Open Web Browser type: http://localhost:7001/psp/ps/?cmd=login

Login User Name: VP1 Password: VP1

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KEYS

If you are installing ORACLE database use these keys PEOPLETOOLS : z234oi-66smq2-2268omg-kii443-1mgnf2 (All lower case) HRMS : 103F8F-BE000F-C000000-008001-2P84WO FDM : 1107bf – ffffff - a400000 - 2q2m8o CRM : 10007d-59900b-c000080-000001-2x33q0 (All lower case)

If you are installing SQL-SERVER database use these keys PEOPLETOOLS-8.17 : Z6SMQ2-2C7MC3-W444E12-IS2348-143WF7 HRMS 8.3 : 102D00-000000-0000000-000001-7M6E6G FDM : 1107BF-FFFFFF-A400000-00E801-71YQM3

If you are installing DB2-OS/390 database use these keys HRMS : 100D0F-AE0009-C000010-019201-AIQW47 PEOPLETOOLS : Z55G60-64O2KO-I0M1OC3-C353WS-5E4X7A Common Keys for any database SQR CLIENT : 11269-3627-5914-8555-0469 CRYSTAL : A5A50-0900000-JFD00FJ

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