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PeopleTools 8.54 Installation for Oracle July 2014

PeopleTools 8.54 Installation for Oracle

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PeopleTools 8.54 Installation for Oracle

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  • PeopleTools 8.54 Installation for Oracle

    July 2014

  • PeopleTools 8.54 Installation for OracleSKU itora_071114

    Copyright 2014, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

    Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights NoticeIf this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

    U.S. GOVERNMENT RIGHTSPrograms, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

    Hazardous Applications NoticeThis software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may createa risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.Third Party Content, Products, and Services DisclaimerThis software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

  • Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 3

    Contents

    PrefaceAbout This Documentation ................................................................................................................................. 21Understanding This Documentation ...................................................................................................................... 21Audience ................................................................................................................................................................ 21Typographical Conventions ................................................................................................................................... 22Products .................................................................................................................................................................. 23Related Information ............................................................................................................................................... 24Comments and Suggestions ................................................................................................................................... 24

    Part I ...................................................................................................................................................................... 25Mandatory Installation ........................................................................................................................................... 25

    Chapter 1Preparing for Installation .................................................................................................................................... 27Understanding the PeopleSoft Installation ............................................................................................................. 27Using Oracle Software Delivery Cloud to Obtain Installation Files ...................................................................... 29Considering Project Planning ................................................................................................................................. 29Planning Your Initial Configuration ...................................................................................................................... 29

    Understanding Workstations ............................................................................................................................. 30Understanding PeopleSoft Servers and Clients ................................................................................................ 31Defining the PeopleTools Client ....................................................................................................................... 31Defining the File Server .................................................................................................................................... 32Defining the Database Server ........................................................................................................................... 32Defining the Application Server ....................................................................................................................... 33Defining the Batch Server ................................................................................................................................. 33Defining Installation Locations ......................................................................................................................... 34Defining the Web Server .................................................................................................................................. 37Using Oracle Configuration Manager ............................................................................................................... 37Using Laser Printers .......................................................................................................................................... 38

    Planning Database Creation ................................................................................................................................... 38Understanding Database Creation ..................................................................................................................... 38Determining Databases and Database Names ................................................................................................... 39Defining Oracle and PeopleSoft Databases ...................................................................................................... 39Using Oracle Pluggable Databases ................................................................................................................... 40

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    4 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Planning Multilingual Strategy .............................................................................................................................. 41Understanding Multilingual Issues ................................................................................................................... 41Choosing a Base Language ............................................................................................................................... 43Selecting Additional Languages ....................................................................................................................... 45Selecting a Database Character Set ................................................................................................................... 45

    Preparing for the PeopleTools-Only Upgrade ........................................................................................................ 47Understanding the PeopleTools Only Upgrade ................................................................................................ 47Reviewing the Upgrade Documentation ........................................................................................................... 47Shutting Down Servers ..................................................................................................................................... 47Reviewing Customized Configuration Files ..................................................................................................... 47

    Reviewing Patches and Updates Required at Installation ...................................................................................... 48Installing Supporting Applications ........................................................................................................................ 49Installing the Database Engine ............................................................................................................................... 50

    Understanding the Database Engine ................................................................................................................. 50Creating a Seed Database .................................................................................................................................. 51

    Installing Oracle Net on the Server ........................................................................................................................ 51Installing Oracle Net on Your Workstation ........................................................................................................... 52Testing Oracle Net Connectivity ............................................................................................................................ 52Performing Backups ............................................................................................................................................... 53Using PeopleSoft Change Assistant and PeopleSoft Change Impact Analyzer .................................................... 53

    Chapter 2Installing Web Server Products .......................................................................................................................... 55Installing Oracle WebLogic Server ........................................................................................................................ 55

    Understanding the Oracle WebLogic Installation ............................................................................................. 55Reviewing Troubleshooting Tips ...................................................................................................................... 56Obtaining Oracle WebLogic Installation Files from Oracle Software Delivery Cloud .................................... 57Installing JDK for Oracle WebLogic ................................................................................................................ 58Installing Oracle WebLogic on Microsoft Windows ........................................................................................ 60Installing Oracle WebLogic on Linux or UNIX in Silent Mode ...................................................................... 70Configuring JDK for Daylight Savings Time Change ...................................................................................... 73Removing the Oracle WebLogic Installation on Microsoft Windows ............................................................. 74Removing the Oracle WebLogic Installation on Linux or UNIX ..................................................................... 78

    Installing IBM WebSphere Application Server ..................................................................................................... 79Understanding IBM WebSphere Installation .................................................................................................... 79Prerequisites ...................................................................................................................................................... 80Obtaining IBM WebSphere Installation Files ................................................................................................... 80Installing IBM WebSphere 8.5.5.0 ND ............................................................................................................ 84Installing IBM HTTP Server 8.5.5.0 ................................................................................................................ 84Installing IBM WebSphere Plug-ins 8.5.5.0 ..................................................................................................... 84

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 5

    Chapter 3Installing Additional Components ...................................................................................................................... 85Reviewing Additional Components ....................................................................................................................... 85Installing Oracle Tuxedo ........................................................................................................................................ 86

    Understanding Oracle Tuxedo .......................................................................................................................... 86Prerequisites ...................................................................................................................................................... 87Obtaining the Oracle Tuxedo Installation Files from Oracle Software Delivery Cloud .................................. 88Obtaining the Oracle Tuxedo Patches from My Oracle Support ...................................................................... 89Removing Existing Oracle Tuxedo Installations from Microsoft Windows (Optional) ................................... 90Designating the Application Server Administrator on Microsoft Windows .................................................... 91Installing Oracle Tuxedo on Microsoft Windows ............................................................................................ 92Uninstalling Oracle Tuxedo 12cR1_VS2012 on Microsoft Windows ........................................................... 104Checking the Windows Service Account ....................................................................................................... 104Restricting Domain Process Privileges ........................................................................................................... 105Setting Up the Windows Services for Oracle Tuxedo .................................................................................... 106Verifying the Server Installation on Microsoft Windows ............................................................................... 108Removing Existing Oracle Tuxedo Installations from UNIX (Optional) ....................................................... 109Completing the Preinstallation Checklist on UNIX ........................................................................................ 109Designating the Oracle Tuxedo Owner on UNIX ........................................................................................... 110Installing Oracle Tuxedo on UNIX ................................................................................................................. 110Uninstalling Oracle Tuxedo 12cR1 on UNIX ................................................................................................ 113Verifying the Server Installation on UNIX ..................................................................................................... 114Ensuring that Oracle Tuxedo Coexists with Earlier Versions ........................................................................ 114

    Chapter 4Using the PeopleSoft Installer ........................................................................................................................... 117Understanding the PeopleSoft Installer ................................................................................................................ 117

    Defining the PeopleSoft Installer .................................................................................................................... 117Defining Supported Server Combinations ...................................................................................................... 118Obtaining License Codes ................................................................................................................................ 119

    Prerequisites ......................................................................................................................................................... 119Obtaining the PeopleSoft Installation Files from Oracle Software Delivery Cloud ............................................ 120Running the PeopleSoft Installer ......................................................................................................................... 121

    Understanding the PeopleSoft Installer .......................................................................................................... 121Starting the PeopleSoft Installer ..................................................................................................................... 122Installing PeopleSoft PeopleTools in GUI Mode ........................................................................................... 123Installing PeopleSoft PeopleTools in Console Mode ..................................................................................... 138

    Verifying Necessary Files for Installation on Windows ...................................................................................... 141Installing the Verity Integration Kit ..................................................................................................................... 142

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    6 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Understanding the Verity Installation ............................................................................................................. 142Installing the Verity Integration Kit in GUI Mode ......................................................................................... 142Installing the Verity Integration Kit in Console Mode ................................................................................... 147

    Installing PeopleSoft Application Software ......................................................................................................... 149Installing the Multilanguage Files ........................................................................................................................ 149Installing the PeopleTools Client Files ................................................................................................................ 150

    Installing the PeopleTools Client Files Using the PeopleSoft Installer .......................................................... 150Installing the PeopleTools Client Files in Silent Mode .................................................................................. 150

    Mapping a Drive on the Install Workstation ........................................................................................................ 152

    Chapter 5Setting Up the Install Workstation ................................................................................................................... 153Understanding the Install Workstation ................................................................................................................. 153Prerequisites ......................................................................................................................................................... 153Starting Configuration Manager .......................................................................................................................... 154Setting Startup Options ........................................................................................................................................ 154Editing the Default Profile ................................................................................................................................... 155Running Client Setup ........................................................................................................................................... 157Installing PeopleSoft ODBC Driver and Configuring the SAP Crystal Reports .NET Runtime ........................ 158

    Chapter 6ACreating a Database Manually on Windows ................................................................................................... 161Understanding Database Creation ........................................................................................................................ 162Preparing for the PeopleSoft Database Installation ............................................................................................. 162

    Installing the PeopleSoft Database Server Components on the Database Server ........................................... 163Installing the Oracle RDBMS Software ......................................................................................................... 163Obtaining Windows Administrator Authority ................................................................................................ 163Creating an INIT.ORA File ................................................................................................................. 163Creating an INIT.ORA File for CDBs ................................................................................................. 165Creating Target Directory Paths ..................................................................................................................... 165Setting the ORACLE_SID Environment Variable ......................................................................................... 166

    Creating the Windows Service for the Database Instance ................................................................................... 167Using SQL Tools .................................................................................................................................................. 168Editing Database Scripts (non-CDBs) ................................................................................................................. 168

    Understanding Database Scripts ..................................................................................................................... 168Modifying Database Scripts ............................................................................................................................ 168

    Creating an Oracle Instance (non-CDBs) ............................................................................................................ 170Creating Catalog Views and Utility Tablespaces (non-CDBs) ............................................................................ 170Creating PS.PSDBOWNER Table (non-CDBs) .................................................................................................. 170Creating Application-Specific Dbspaces and Tablespaces (non-CDBs) ............................................................. 170

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 7

    Creating PeopleSoft Database Roles (non-CDBs) ............................................................................................... 171Creating the PeopleSoft Database Owner ID (non-CDBs) .................................................................................. 171Setting Up Connect ID (non-CDBs) .................................................................................................................... 171

    Understanding Connect ID ............................................................................................................................. 172Understanding Connect ID and the Login Process ......................................................................................... 172Creating the Connect ID ................................................................................................................................. 173

    Editing Database Scripts for CDBs ...................................................................................................................... 173Creating an Oracle Instance for CDBs ................................................................................................................. 174

    Creating a Root Container Database ............................................................................................................... 174Creating a PDB ............................................................................................................................................... 174

    Creating Catalog Views and Utility Tablespaces for CDBs ................................................................................ 175Creating PS.PSDBOWNER Table for CDBs ...................................................................................................... 176Creating Application-Specific Dbspaces and Tablespaces for CDBs .................................................................. 176Creating PeopleSoft Database Roles for CDBs ................................................................................................... 176Creating the PeopleSoft Database Owner ID for CDBs ...................................................................................... 177Setting Up Connect ID for CDBs ......................................................................................................................... 177

    Understanding Connect ID ............................................................................................................................. 177Understanding Connect ID and the Login Process ......................................................................................... 178Creating the Connect ID ................................................................................................................................. 178

    Updating Connection Information ....................................................................................................................... 179Setting NLS_LANG in the Windows Registry .................................................................................................... 179Creating Data Mover Import Scripts .................................................................................................................... 180

    Understanding Data Mover Import Scripts ..................................................................................................... 181Working with Multilingual Databases ............................................................................................................ 181Running Database Setup to Create Data Mover Import Scripts ..................................................................... 181

    Running Data Mover Import Scripts .................................................................................................................... 189Understanding Data Mover Import Scripts ..................................................................................................... 189Populating Tables in the PeopleSoft Database ............................................................................................... 189

    Checking the Log Files and Troubleshooting ...................................................................................................... 190Checking the Log Files ................................................................................................................................... 190Running Data Mover ....................................................................................................................................... 190Troubleshooting .............................................................................................................................................. 191Improving Performance .................................................................................................................................. 192

    Changing the Base Language ............................................................................................................................... 193

    Chapter 6BCreating a Database on UNIX .......................................................................................................................... 195Understanding the Database Configuration Wizard ............................................................................................ 195Fulfilling PeopleSoft Database Configuration Wizard Prerequisites ................................................................... 196

    Installing the PeopleSoft Database Server Components on the Database Server ........................................... 196Installing the Oracle RDBMS Software ......................................................................................................... 197

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    8 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Creating an INIT.ORA File ................................................................................................................. 197Creating Target Directory Paths ..................................................................................................................... 199Setting Up Target Database Connectivity ....................................................................................................... 200Running the Shell Script psconfig.sh .............................................................................................................. 201

    Running the Database Configuration Wizard ...................................................................................................... 201Checking the Log Files and Troubleshooting ...................................................................................................... 218

    Checking the Log Files ................................................................................................................................... 218Running Data Mover ....................................................................................................................................... 218Troubleshooting .............................................................................................................................................. 220Improving Performance .................................................................................................................................. 222

    Chapter 7Completing the Database Setup ........................................................................................................................ 223Selecting the Necessary Tasks to Complete the Database Setup ......................................................................... 223Reviewing Patch Application ............................................................................................................................... 223Updating Database to Latest PeopleTools Release .............................................................................................. 224

    Understanding Database Updates ................................................................................................................... 224Cleaning Up Data ............................................................................................................................................ 225Creating New PeopleTools Tablespaces ......................................................................................................... 225Updating PeopleTools System Tables ............................................................................................................ 226Updating PeopleTools Database Objects ........................................................................................................ 230Updating PeopleTools Multilingual Objects .................................................................................................. 232Deleting Obsolete PeopleTools Database Objects .......................................................................................... 234Applying Patched PeopleTools Database Objects .......................................................................................... 236Altering PeopleTools Tables ........................................................................................................................... 237Migrating Records to New Tablespaces ......................................................................................................... 240Updating PeopleTools System Data ............................................................................................................... 246Running PeopleTools Conversions ................................................................................................................. 248Converting Integration Broker ........................................................................................................................ 253Running Additional PeopleTools Conversions ............................................................................................... 255

    Running Additional Data Mover Scripts .............................................................................................................. 256Installing a Multilingual PeopleTools System Database ..................................................................................... 256

    Understanding the Multilingual Database Project .......................................................................................... 256Applying the Multilingual Database Project ................................................................................................... 256Populating the Translated System Data .......................................................................................................... 257

    Running VERSION Application Engine Program ............................................................................................... 257Running SQR Reports .......................................................................................................................................... 257

    Understanding Running SQR Reports ............................................................................................................ 258Running SQRs on the Client Workstation ...................................................................................................... 258Creating a Shortcut to Run SQRs ................................................................................................................... 260

    Checking the Database ......................................................................................................................................... 261

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 9

    Running SETSPACE.SQR ................................................................................................................................... 262Running Alter Audit ............................................................................................................................................. 263

    Chapter 8AConfiguring the Application Server on Windows ........................................................................................... 269Understanding the Application Server ................................................................................................................. 269Prerequisites ......................................................................................................................................................... 270Preparing the Application Server File System for a PeopleTools-Only Upgrade ............................................... 271Setting Up COBOL for Remote Call ................................................................................................................... 271Verifying Database Connectivity ......................................................................................................................... 271Creating, Configuring, and Starting an Initial Application Server Domain ........................................................ 271

    Creating, Configuring, and Starting the Application Server Domain ............................................................. 272Testing the Three-Tier Connection ................................................................................................................. 275Importing an Existing Application Server Domain Configuration ................................................................. 276Setting Up a Custom Application Server Domain Configuration .................................................................. 278Troubleshooting Common Errors ................................................................................................................... 281

    Chapter 8BConfiguring the Application Server on UNIX ................................................................................................. 283Understanding the Application Server ................................................................................................................. 283Understanding the Application Server Domain Processes ................................................................................... 284Prerequisites ......................................................................................................................................................... 284Preparing the Application Server File System for a PeopleTools-Only Upgrade ............................................... 285Setting Environment Variables ............................................................................................................................ 285Setting Up COBOL for Remote Call ................................................................................................................... 286Verifying Database Connectivity ......................................................................................................................... 286Creating, Configuring, and Starting an Initial Application Server Domain ........................................................ 287

    Creating, Configuring, and Starting the Application Server Domain ............................................................. 287Testing the Three-Tier Connection ................................................................................................................. 290Importing an Existing Application Server Domain Configuration ................................................................. 291Setting Up a Custom Application Server Domain Configuration .................................................................. 293Troubleshooting Common Errors ................................................................................................................... 295

    Chapter 9ASetting Up the PeopleSoft Pure Internet Architecture in GUI Mode ........................................................... 297Understanding PeopleSoft Pure Internet Architecture ......................................................................................... 297Using Authentication Domains in the PeopleSoft Pure Internet Architecture Installation .................................. 299Preparing the PeopleSoft Pure Internet Architecture File System for a PeopleTools-Only Upgrade ................. 300Installing the PeopleSoft Pure Internet Architecture on Oracle WebLogic in GUI Mode .................................. 300

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    10 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Prerequisites .................................................................................................................................................... 300Installing the PeopleSoft Pure Internet Architecture on a New Oracle WebLogic Domain .......................... 301Installing the PeopleSoft Pure Internet Architecture on an Existing Oracle WebLogic Domain ................... 316Uninstalling the PeopleSoft Pure Internet Architecture on Oracle WebLogic ............................................... 334

    Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere in GUI Mode .................................... 334Prerequisites .................................................................................................................................................... 335Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere ..................................................... 335Uninstalling the PeopleSoft Pure Internet Architecture from IBM WebSphere ............................................. 353

    Testing and Administering the PeopleSoft Pure Internet Architecture Installation ............................................. 354Verifying the PeopleSoft Pure Internet Architecture Installation ................................................................... 354Starting and Stopping Oracle WebLogic ........................................................................................................ 355Starting and Stopping IBM WebSphere Application Servers ......................................................................... 356Using PSADMIN to Start and Stop Web Servers ........................................................................................... 359Accessing the PeopleSoft Signon ................................................................................................................... 361

    Completing Post-Installation Steps ...................................................................................................................... 364Updating the Installation Table ....................................................................................................................... 364Updating PeopleTools Options ....................................................................................................................... 364Updating Database Information ...................................................................................................................... 365

    Chapter 9BSetting Up the PeopleSoft Pure Internet Architecture in Console Mode ..................................................... 367Understanding PeopleSoft Pure Internet Architecture ......................................................................................... 367Using Authentication Domains in the PeopleSoft Pure Internet Architecture Installation .................................. 369Preparing the PeopleSoft Pure Internet Architecture File System for a PeopleTools-Only Upgrade ................. 370Installing the PeopleSoft Pure Internet Architecture on Oracle WebLogic in Console Mode ............................ 370

    Prerequisites .................................................................................................................................................... 370Installing the PeopleSoft Pure Internet Architecture on a New Oracle WebLogic Domain in Console Mode .371Installing the PeopleSoft Pure Internet Architecture on an Existing Oracle WebLogic Domain in ConsoleMode ............................................................................................................................................................... 375Uninstalling the PeopleSoft Pure Internet Architecture from Oracle WebLogic ........................................... 382

    Installing the PeopleSoft Pure Internet Architecture on IBM WebSphere in Console Mode .............................. 382Prerequisites .................................................................................................................................................... 382Installing 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 ................................................................... 388Understanding the Silent Installation and the Response File .......................................................................... 388Editing the Response File ............................................................................................................................... 388Running the Silent Mode Installation ............................................................................................................. 390

    Testing and Administering the PeopleSoft Pure Internet Architecture Installation ............................................. 391Verifying the PeopleSoft Pure Internet Architecture Installation ................................................................... 391Starting and Stopping Oracle WebLogic ........................................................................................................ 391

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 11

    Starting and Stopping IBM WebSphere Application Servers ......................................................................... 392Using PSADMIN to Start and Stop Web Servers ........................................................................................... 395Accessing the PeopleSoft Signon ................................................................................................................... 397

    Completing Post-Installation Steps ...................................................................................................................... 400Updating the Installation Table ....................................................................................................................... 400Updating PeopleTools Options ....................................................................................................................... 400Updating Database Information ...................................................................................................................... 401

    Chapter 10ASetting Up Process Scheduler on Windows ..................................................................................................... 403Prerequisites ......................................................................................................................................................... 403Preparing the Process Scheduler File System for a PeopleTools-Only Upgrade ................................................. 404Setting Up Process Scheduler Security ................................................................................................................ 404

    Understanding Process Scheduler Security .................................................................................................... 404Changing User Account to Start ORACLE ProcMGR V12.1.1.0_VS2012 ................................................... 405Granting Process Scheduler Administrative Rights ........................................................................................ 407

    Setting Up Process Scheduler to Transfer Reports and Logs to the Report Repository ...................................... 408Understanding Report Distribution ................................................................................................................. 409Setting Up Single Signon to Navigate from PIA to Report Repository ......................................................... 411Determining the Transfer Protocol ................................................................................................................. 411Starting the Distribution Agent ....................................................................................................................... 412Setting Up the Report Repository ................................................................................................................... 412Setting Up the Distribution for Your Process Scheduler Server ..................................................................... 429Setting Up Sending and Receiving of Report Folders in the Report Manager ............................................... 430

    Setting Environment Variables ............................................................................................................................ 430Setting Up Process Scheduler Server Agent ........................................................................................................ 430

    Understanding Process Scheduler Server Agent ............................................................................................. 431Creating and Configuring a Process Scheduler Server ................................................................................... 431Reconfiguring a Process Scheduler Server ..................................................................................................... 436Verifying the Process Scheduler Server Status ............................................................................................... 438

    Starting Process Scheduler as a Windows Service (Optional) ............................................................................. 440Configuring the Process Scheduler for Microsoft Word (Optional) .................................................................... 442

    Configuring Process Scheduler ....................................................................................................................... 442Executing Winword on Mapped Drive ........................................................................................................... 444

    Configuring Setup Manager ................................................................................................................................. 445Installing Products for PS/nVision ....................................................................................................................... 446

    Understanding the PS/nVision Setup .............................................................................................................. 447Installing Products for PS/nVision in Excel Automation Mode ..................................................................... 447Installing Microsoft .NET Framework Products for PS/nVision .................................................................... 447Installing Microsoft Open XML SDK for PS/nVision ................................................................................... 455

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    12 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Chapter 10BSetting Up Process Scheduler on UNIX ........................................................................................................... 461Prerequisites ......................................................................................................................................................... 461Preparing the Process Scheduler File System for a PeopleTools-Only Upgrade ................................................. 462Setting Up Process Scheduler Security ................................................................................................................ 462

    Understanding Process Scheduler Security .................................................................................................... 462Granting Process Scheduler Administrative Rights ........................................................................................ 462

    Setting Up Process Scheduler to Transfer Reports and Logs to the Report Repository ...................................... 464Understanding Report Distribution ................................................................................................................. 464Setting Up Single Signon to Navigate from PIA to Report Repository ......................................................... 466Determining the Transfer Protocol ................................................................................................................. 466Starting the Distribution Agent ....................................................................................................................... 467Setting Up the Report Repository ................................................................................................................... 467Setting Up the Distribution for Your Process Scheduler Server ..................................................................... 482Setting Up Sending and Receiving of Report Folders in the Report Manager ............................................... 483

    Setting Up Process Scheduler Server Agent ........................................................................................................ 483Understanding Process Scheduler Server Agent ............................................................................................. 483Changing the Default Operating System ........................................................................................................ 484Setting Up Your Environment ........................................................................................................................ 484Creating and Configuring a Process Scheduler Server ................................................................................... 485Reconfiguring a Process Scheduler Server ..................................................................................................... 490Verifying the Process Scheduler Server Status ............................................................................................... 491

    Part II .................................................................................................................................................................. 495Discretionary Installation ..................................................................................................................................... 495

    Chapter 11Configuring Integration Between PeopleSoft PeopleTools and Oracle SES ................................................ 497Understanding PeopleSoft PeopleTools and SES Integration ............................................................................. 497Preparing for the Integration of PeopleSoft PeopleTools and SES ...................................................................... 498

    Installing Oracle Secure Enterprise Search ..................................................................................................... 498Reviewing the PeopleSoft PeopleTools Prerequisites .................................................................................... 498

    Configuring SES for the Search Framework ....................................................................................................... 499Understanding the Oracle SES Configuration ................................................................................................ 499Creating a Federated Trusted Entity ............................................................................................................... 499Activating the Identity Plug-in ........................................................................................................................ 500Configuring SES Authentication Timeout Settings ........................................................................................ 500Enabling Character Set Detection ................................................................................................................... 501

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 13

    Setting Up the PeopleSoft Application Server for the Search Framework .......................................................... 501Setting Up Search Framework User IDs .............................................................................................................. 501Setting Up Integration Broker for the Search Framework ................................................................................... 502

    Understanding the PeopleSoft Integration Broker Configuration for SES ..................................................... 503Specifying the Integration Gateway ................................................................................................................ 503Setting Up the Local Nodes ............................................................................................................................ 503Verifying the Service Configuration ............................................................................................................... 505

    Defining a Search Instance in the PeopleSoft System ......................................................................................... 505Verifying PeopleSoft PeopleTools and SES Connectivity .................................................................................. 508

    Chapter 12Creating a Database Manually on UNIX ......................................................................................................... 511Understanding Database Creation ........................................................................................................................ 511Editing Database Scripts (non-CDBs) ................................................................................................................. 512

    Understanding Database Scripts ..................................................................................................................... 513Modifying Database Scripts ............................................................................................................................ 513

    Creating an Oracle Instance ................................................................................................................................. 514Using SQL Tools .................................................................................................................................................. 516Setting NLS_LANG in the Windows Registry .................................................................................................... 516Creating an Oracle Database (non-CDBs) ........................................................................................................... 518Creating Catalog Views and Utility Tablespaces (non-CDBs) ............................................................................ 518Creating PS.PSDBOWNER Table (non-CDBs) .................................................................................................. 518Creating Application-Specific Dbspaces and Tablespaces (non-CDBs) ............................................................. 518Creating PeopleSoft Database Roles (non-CDBs) ............................................................................................... 519Creating the PeopleSoft Database Owner ID (non-CDBs) .................................................................................. 519Setting Up Connect ID (non-CDBs) .................................................................................................................... 519

    Understanding Connect ID ............................................................................................................................. 520Understanding Connect ID and the Login Process ......................................................................................... 520Creating the Connect ID ................................................................................................................................. 521

    Editing Database Scripts for CDBs ...................................................................................................................... 521Creating an Oracle Instance for CDBs ................................................................................................................. 522

    Creating a Root Container Database ............................................................................................................... 522Creating a PDB ............................................................................................................................................... 522

    Creating Catalog Views and Utility Tablespaces for CDBs ................................................................................ 523Creating PS.PSDBOWNER Table for CDBs ...................................................................................................... 524Creating Application-Specific Dbspaces and Tablespaces for CDBs .................................................................. 524Creating PeopleSoft Database Roles for CDBs ................................................................................................... 524Creating the PeopleSoft Database Owner ID for CDBs ...................................................................................... 525Setting Up Connect ID for CDBs ......................................................................................................................... 525

    Understanding Connect ID ............................................................................................................................. 525Understanding Connect ID and the Login Process ......................................................................................... 526

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    14 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Creating the Connect ID ................................................................................................................................. 526Updating Connection Information ....................................................................................................................... 527Creating Data Mover Import Scripts .................................................................................................................... 527

    Understanding Data Mover Import Scripts ..................................................................................................... 527Working with Multilingual Databases ............................................................................................................ 527Running Database Setup to Create Data Mover Import Scripts ..................................................................... 528

    Running Data Mover Import Scripts .................................................................................................................... 535Understanding Data Mover Import Scripts ..................................................................................................... 535Populating Tables in the PeopleSoft Database ............................................................................................... 535

    Checking the Log Files and Troubleshooting ...................................................................................................... 536Checking the Log Files ................................................................................................................................... 536Running Data Mover ....................................................................................................................................... 536Troubleshooting .............................................................................................................................................. 538Improving Performance .................................................................................................................................. 540

    Changing the Base Language ............................................................................................................................... 540

    Chapter 13AInstalling and Compiling COBOL on Windows ............................................................................................. 541Understanding COBOL ........................................................................................................................................ 541Prerequisites ......................................................................................................................................................... 541Installing Micro Focus Net Express for Windows ............................................................................................... 542

    Prerequisites .................................................................................................................................................... 542Obtaining Installation Files for Micro Focus Net Express from Oracle Software Delivery Cloud ................ 542Installing Micro Focus Net Express ................................................................................................................ 542

    Using the Micro Focus COBOL Compiler on Microsoft Windows .................................................................... 554Understanding COBOL Compilation ............................................................................................................. 555Compiling COBOL on Microsoft Windows with a PS_HOME Setup ........................................................... 556Compiling COBOL on Microsoft Windows with a PS_APP_HOME Setup ................................................. 559Compiling COBOL on Microsoft Windows with a PS_CUST_HOME Setup .............................................. 563Recompiling COBOL on Microsoft Windows ............................................................................................... 568Defining the GNT and INT Files .................................................................................................................... 569Distributing COBOL Binaries ........................................................................................................................ 569

    Chapter 13BInstalling and Compiling COBOL on UNIX ................................................................................................... 571Understanding COBOL ........................................................................................................................................ 571Prerequisites ......................................................................................................................................................... 571Installing Micro Focus Server Express for UNIX and Linux .............................................................................. 572

    Understanding Micro Focus Server Express ................................................................................................... 572Prerequisites .................................................................................................................................................... 572

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 15

    Obtaining the Installation Files for Micro Focus Server Express from Oracle Software Delivery Cloud ..... 573Installing Micro Focus Server Express ........................................................................................................... 573

    Using the Micro Focus COBOL Compiler on UNIX .......................................................................................... 578Understanding COBOL Compilation ............................................................................................................. 579Setting Environment Variables ....................................................................................................................... 580Modifying the Liblist64 File (IBM AIX) ........................................................................................................ 580Modifying the Cobopt File (SuSE Linux Enterprise Server Only) ................................................................. 581Compiling COBOL on UNIX with a PS_HOME Setup ................................................................................. 581Compiling COBOL on UNIX with a PS_APP_HOME Setup ....................................................................... 582Compiling COBOL on UNIX with a PS_CUST_HOME Setup .................................................................... 584Linking COBOL ............................................................................................................................................. 584Recompiling COBOL on UNIX ..................................................................................................................... 585

    Installing IBM COBOL on IBM AIX .................................................................................................................. 586Understanding the IBM COBOL for AIX Installation ................................................................................... 586Prerequisites .................................................................................................................................................... 586Installing IBM COBOL for AIX v4.1.1.1 ....................................................................................................... 587

    Using the IBM COBOL Compiler on IBM AIX ................................................................................................. 589Setting Environment Variables for IBM COBOL .......................................................................................... 589Compiling COBOL on AIX with a PS_HOME Setup .................................................................................... 590Compiling COBOL on AIX with a PS_APP_HOME Setup .......................................................................... 591Compiling COBOL on AIX with a PS_CUST_HOME Setup ....................................................................... 592Troubleshooting the IBM COBOL Compiler ................................................................................................. 594Setting Up the IBM COBOL Runtime ............................................................................................................ 597Removing the IBM COBOL Installation ........................................................................................................ 601

    Chapter 14Installing PeopleSoft Change Assistant ............................................................................................................ 605Understanding PeopleSoft Change Assistant ....................................................................................................... 605Removing PeopleSoft Change Assistant Installations ......................................................................................... 605Installing PeopleSoft Change Assistant in GUI Mode ......................................................................................... 608Installing PeopleSoft Change Assistant in Silent Mode ...................................................................................... 615Configuring and Using PeopleSoft Change Assistant ......................................................................................... 615

    Verifying the Path Variable ............................................................................................................................ 615Specifying Options .......................................................................................................................................... 616Scanning the Workstation ............................................................................................................................... 616Exporting Jobs to XML, HTML, or Microsoft Excel Format ........................................................................ 616

    Validating Change Assistant Settings .................................................................................................................. 616

    Chapter 15Installing PeopleSoft Change Impact Analyzer .............................................................................................. 619

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    16 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Prerequisites ......................................................................................................................................................... 619Removing PeopleSoft Change Impact Analyzer Installations ............................................................................. 619Installing PeopleSoft Change Impact Analyzer ................................................................................................... 622

    Chapter 16Installing and Configuring Software for Crystal Reports .............................................................................. 627Understanding Crystal Reports Software Installation and Configuration ............................................................ 627Determining the Crystal Reports Runtime Environment ..................................................................................... 628Obtaining SAP BusinessObjects Enterprise and Crystal Reports Software ........................................................ 630

    Understanding the SAP BusinessObjects Enterprise and Crystal Reports Software Distribution ................. 630Obtaining the Software from Oracle Support ................................................................................................. 630Obtaining the Software from SAP BusinessObjects ....................................................................................... 631

    Installing SAP Crystal Reports ............................................................................................................................ 632Understanding the SAP Crystal Reports Installation ...................................................................................... 632Installing SAP Crystal Reports 2008 .............................................................................................................. 633Installing SAP Crystal Reports 2011 .............................................................................................................. 641Installing Crystal Reports Runtime Engine for .NET Framework 4 .............................................................. 651

    Installing SAP BusinessObjects Enterprise XI 3.1 .............................................................................................. 656Understanding the SAP BusinessObjects Enterprise XI 3.1 Installation ........................................................ 657Understanding Integration Between SAP BusinessObjects Enterprise XI 3.1 and PeopleSoft Enterprise .... 659Understanding Query Access Services ........................................................................................................... 661Reviewing Key SAP BusinessObjects Enterprise XI 3.1 Components .......................................................... 663Planning your SAP BusinessObjects Enterprise XI 3.1 Integration ............................................................... 663Installing the PeopleSoft Application Environment ....................................................................................... 667Creating a Web Server for SAP BusinessObjects Enterprise XI 3.1 on Windows ......................................... 667Installing SAP BusinessObjects Enterprise XI 3.1 on Windows .................................................................... 680Installing BusinessObjects Integration Kit for PeopleSoft on Windows ........................................................ 697Installing Fix Packs or Service Packs on Windows ........................................................................................ 707Creating the BusinessObjects Enterprise Archive and Installing Files on Windows ..................................... 709Extracting the Archive on Windows ............................................................................................................... 714Installing TrueType Fonts on Windows ......................................................................................................... 722Creating a Web Server for SAP BusinessObjects Enterprise XI 3.1 on UNIX or Linux ............................... 723Installing SAP BusinessObjects Enterprise XI 3.1 on UNIX or Linux .......................................................... 731Installing BusinessObjects Integration Kit for PeopleSoft on UNIX or Linux .............................................. 733Installing Fix Packs or Service Packs on UNIX or Linux .............................................................................. 735Creating the BusinessObjects Enterprise Archive and Installing Files on UNIX or Linux ............................ 736Extracting the Archive on UNIX or Linux ..................................................................................................... 737Installing TrueType Fonts in UNIX or Linux ................................................................................................. 738Creating and Extracting the BusinessObjects Enterprise Archive in Silent Mode ......................................... 738Confirming Access to the SAP BusinessObjects Enterprise XI 3.1 Administration and Central ManagementConsole ........................................................................................................................................................... 741Configuring the PeopleSoft Application for BusinessObjects Enterprise XI 3.1 Integration ........................ 743

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    Copyright 2014, Oracle and/or its affiliates. All Rights Reserved. 17

    Importing the Security Certificate to the Oracle WebLogic Server ............................................................... 760Importing Security Certificate to the IBM WebSphere Server ....................................................................... 766Configuring the SAP BusinessObjects Enterprise XI 3.1 Server ................................................................... 771Configuring SAP Crystal Reports 2008 or Crystal Reports 2011 for SAP BusinessObjects Enterprise XI 3.1 .779Modifying the SAP BusinessObjects Enterprise XI 3.1 Chunk Size .............................................................. 783Verifying 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 ............ 784Administering and Using SAP BusinessObjects Enterprise XI 3.1 ..................................................................... 785

    Understanding PeopleSoft Permission Lists, Roles, and Users Involved in PeopleSoft Integration with SAPBusinessObjects Enterprise XI 3.1 ................................................................................................................. 786Changing the Data Source of the SAP BusinessObjects Enterprise XI 3.1 Report Repository ..................... 787Returning to SAP Crystal Reports from SAP BusinessObjects Enterprise XI 3.1 ......................................... 790Enabling Logging in SAP BusinessObjects Enterprise XI 3.1 ....................................................................... 790Deploying Manually with Wdeploy Tool ....................................................................................................... 792Deploying Manually Through IBM WebSphere Console .............................................................................. 794Deploying Manually on Oracle WebLogic 10.3 ............................................................................................. 801Configuring Microsoft Office 2010 to Read Crystal Reports ......................................................................... 809

    Removing the Integrated SAP BusinessObjects Enterprise XI 3.1 Installation ................................................... 811Uninstalling PeopleSoft for BusinessObjects Enterprise XI 3.1 on Windows ............................................... 811Uninstalling SAP BusinessObjects Enterprise XI 3.1 on Windows ............................................................... 811Uninstalling PeopleSoft for BusinessObjects Enterprise XI 3.1 on UNIX or Linux ...................................... 812Uninstalling SAP BusinessObjects Enterprise XI 3.1 on UNIX or Linux ..................................................... 812

    Converting Crystal Reports .................................................................................................................................. 812Selecting the Crystal Reports Conversion Method ......................................................................................... 813Converting Existing Crystal Reports to Crystal Reports 2008 or Crystal Reports 2011 Format ................... 813Converting Existing Crystal Reports to Run with SAP BusinessObjects Enterprise XI 3.1 .......................... 815

    Chapter 17Adding New Product Modules .......................................................................................................................... 843Adding New Modules to PeopleSoft 8.4 Installations ......................................................................................... 843

    Chapter 18Installing PeopleSoft Online Help ..................................................................................................................... 845Understanding PeopleSoft Online Help (PeopleBooks) ...................................................................................... 845Using PeopleSoft Hosted Documentation for Context-Sensitive Help ................................................................ 846

    Understanding PeopleSoft Hosted Documentation ........................................................................................ 846Setting Up Context-Sensitive Help with PeopleSoft Hosted Documentation ................................................ 846Setting Up F1 Help with PeopleSoft Hosted Documentation ......................................................................... 849

    Installing PeopleSoft Online Help LocalIy .......................................................................................................... 849Obtaining PeopleSoft Online Help Installation Files from Oracle Software Delivery Cloud ........................ 849

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    18 Copyright 2014, Oracle and/or its affiliates. All Rights Reserved.

    Installing the PeopleSoft Online Help to a Local Machine ............................................................................ 850Configuring Context-Sensitive Help with Local Installations ............................................................................. 850

    Enabling the Help Link from the Application Pages with Local Installations ............................................... 851Enabling F1 Help with Local Installations ..................................................................................................... 851

    Using Oracle Secure Enterprise Search for Full-Text Searches .......................................................................... 852Understanding Oracle Secure Enterprise Search and PeopleSoft Online Help .............................................. 852Prerequisites .................................................................................................................................................... 852Crawling a Source to Generate Full-Text Search ........................................................................................... 852

    Setting Up Oracle Secure Enterprise Search for Multiple Product Line Libraries .............................................. 866Understanding the Multiple Product Line Setup ............................................................................................ 867Setting Up the Product Line Libraries ............................................................................................................ 867Creating Web Sources for the Individual Product Line Libraries .................................................................. 867Creating a Web Source for the Combined Library ......................................................................................... 867

    Chapter 19Installing Software for PS/nVision Drilldowns ............................................................................................... 869Understanding PS/nVision DrillDown Add-ins ................................................................................................... 869Installing the DrillToPIA Add-In ......................................................................................................................... 870

    Understanding Drilldown with DrillToPIA Add-in ........................................................................................ 870Installing the DrillToPIA Add-in on the Microsoft Excel Environment ........................................................ 870

    Installing the nVisionDrill Add-In ....................................................................................................................... 871Understanding PS/nVision DrillDown Using Web Services .......................................................................... 871Understanding Security for DrillDown Using nVisionDrill VSTO Add-in ................................................... 871Installing the nVisionDrill Add-in for Microsoft Excel ................................................................................. 872

    Installing the nVisionDrill Add-Ins for Multi-Language Installations ................................................................ 872Setting Up PeopleSoft Integration Broker for Using Web Service Capability with nVisionDrill Add-in .......... 872