Steps To Customizing A New PeopleSoft Database For UC Riverside

44.44. then the portal page will not load at all. Note: Any items below followed by an ??? imply that that feature appears important but is as yet to be determined as such. On the UNIX file system 1) Check and make sure that there is enough disk space for the Application Server.10/appserv and run the command .10/appserv or /u05/PT8. rather only those of interest) Values for config section – Startup DBName=UCRTM2 DBType=ORACLE UserId=VP1 ConnectId=people ServerName= Values for config section – Trace TraceSQL=1 Computing and Communications UC Riverside . It is the same command for either. although the Application Designer (2 tier) will load. navigate through these menus: (2) Process Scheduler (3) Configure a Process Scheduler Server Mimic the following settings: (Please note that not all settings are included. 2) Application Server & Process Scheduler . in UNIX type the following: $ df -hk Filesystem /dev/dsk/c1t0d0s0 /proc mnttab fd swap swap /dev/dsk/c1t1d0s6 size 36G 0K 0K 0K 43G 512M 67G used 35G 0K 0K 0K 24K 16K 33G avail capacity 415M 99% 0K 0% 0K 0% 0K 0% 43G 1% 512M 1% 34G 50% Mounted on / /proc /etc/mnttab /dev/fd /var/run /tmp /u06 Note that the device /dev/dsk/c1t0d0s0 has 1% capacity remaining. For example./psadmin in each case. I.Steps to Customizing a New PeopleSoft Database for UCRFS About The following describes the myriad steps one must accomplish to prepare an “out of the box” database for use with the UCRFS system. For the Process Scheduler. PSADMIN. When this goes to 100% capacity.Locate the PeopleSoft Server Administration utility. on both the Application Server and Process Scheduler UNIX machines. eg: tux@ora02:/u06/PT8.

3) Using the utility PSADMIN for the Application Server.10/bin/sqr/ORA/bin PSSQRFLAGS=-ZIF%PS_HOME%/sqr/pssqr.edu SMTPSender=UCRTM2@ucr. If these are not running. See IV – Portal Customizations for more important information about report Computing and Communications UC Riverside . Values for config section – PSDSTSRV Min Instances=3 Max Instances=6 Recycle Count=3 Allowed Consec Service Failures=1 Max Fetch Size=0 Note: You may need to explicitly specify the directory names and not use the aliases such as %PS_HOME%.SMTP Settings SMTPServer=smtp. then users will not be able to view their reports via the web.Steps to Customizing a New PeopleSoft Database for UCRFS Values for config section .unx Print Log=Y Enhanced HTML=Y PSSQR1=%PS_HOME%/UCRsqr PSSQR2=%PS_HOME%/sqr Values for config section . Values for config section – SQR SQRBIN=/u05/PT8.Process Scheduler PrcsServerName=PSUNX Values for config section – PSAESRV Max Instances=6 Recycle Count=3 Allowed Consec Service Failures=3 Max Fetch Size=0 Values for config section – PSAEOSRV Max Instances=6 Recycle Count=3 Allowed Consec Service Failures=3 Max Fetch Size=0 Values for config section – PSOPTENG Max Instances=6 Service Timeout=10 Opt Max General Services=2 Note: The Distribution Server must be running for reports to work.44. There has been problems with this before.ucr. enable the Publish/Subscribe services for report distribution.edu Do you want the Application Engines configured (y/n)? [y]: Do you want the Master Scheduler configured (y/n)? [y]: Do you want the Optimization Engines configured (y/n)? [y]: and boot the Process Scheduler.

properties UNIX file as follows: a.Steps to Customizing a New PeopleSoft Database for UCRFS distribution.10/appserv/ Log files for each App Server process and UCRTM/LOGS users who are/have logged into the portal or Application Designer. Look for 2 u06/PT8.10/webserv/peoplesof files: stopPIA. You must be root to run these shell scripts Computing and Communications UC Riverside . 6) Important directories – The following is a list of important directories and what they contain. Look for *. Search for the text: ReportRepositoryPath=/opt/psreports and ensure that this directory does exist on the Application Server with Read access for everyone.sh to t/ manage the Web Server. /u06/PT8. etc) b.sh and startPIA.LOG or *. You may not rename the directory /psreports/. eg: WebProfile=UCRFS (or UCRTM2.10/appserv/ Cache files that may need to be deleted UCRTM/CACHE when problems arise /u06/PT8.44. Everything necessary to accommodate PeopleSoft can be found in this list. Report and log files are transferred here from the Process Scheduler. /u06/PT8./psadmin utility from here /opt/psreports/ Report Depository.10 PeopleSoft Home.10/appserv Application Server. You can run the . report date and report ID to locate any specific report. Search for the text WebProfile=DEV and replace with our Web Profile configuration. / The Web Server directory. Note: The “ps” in the path denotes the default webserver. On the Application Server (ORA02) /u06/PT8. For example: tux@ora03:/u05/PT8.44.tracesql files (note: TraceSQL=1 setting) If the App Server crashes.44. /PORTAL/WEB-INF/psftdocs/ps Look below for the section “Web Profile Configuration”.44/UCRsqr 5) Edit the configuration. identify the process and locate its log file here to send to PeopleSoft /u06/PT8.properties and peoplesoft/applications/peoplesoft the web pages used to signon and logout.44.44. usually the name of the database. 4) Create a new directory for our customized SQR’s and update the Process Scheduler configuration file to point PSSQR1= to this directory (see above). You must know the database name.44.10/webserv/ Location of configuration.

pdc Location: Visual SourceSafe Folder: /UCRTM2/Scripts 3) Create the Oracle sequences: PAN_NUMBER (for PAN) and PROVISION_NUMBER (for Staffing) 4) Compile the stored function sso_validation_ticket().fnc b. permission list. 5) Run the DataMover scripts to migrate the user.DMS on the development database (FSQA) and save the resulting DAT file under a special name. First. a. This code is wrapped. Computing and Communications UC Riverside . run the Export script SECURITYEXPORT.44/UCRsqr/ SQR programs II. etc. run the customized Export script UCR_SECURITYEXPORT_NO_USERS. b.10/appserv/prcs/UCR TM2/LOGS / Where the Process Scheduler initially u05/PT8.44. On the database 1) Verify that the schema FSMARC from PeopleSoft v6 is in place so that we may load custom data from PeopleSoft v6 tables 2) Run script to move our customized data over Script name: /UCRTM2/Scripts/Insert FSMARC Tables into PSv8 UCR Custom Tables.10/appserv/prcs/UCR creates all the reports before being TM2/log_output transferred over to the Report Depository on the Application Server / Backup directory of the Process u05/PT8. information.44.Steps to Customizing a New PeopleSoft Database for UCRFS successfully / The directory where the reports are opt/psreports/<databasename>/ located.44. Mark the file as “Read Only”. Check this file out and compile it in PL/SQL. TM2/Archive / Oracle wallet for Single Signon security etc/ORACLE/WALLETS/DATABASE S /u05/PT8. role. Next. a.44.DAT.DMS in the new database and save the resulting DAT file under a special name.10/appserv/prcs/UCR scheduler TM2 / Process Scheduler log files directory u05/PT8.10/appserv/prcs/UCR Scheduler configuration files. D:\TEMP\FSQA_SECURITYEXPORT_NO_USERS. Log into Source Safe and navigate to /UCRTM2/Scripts/SSO_Validation_Ticket. Please contact Marc Guerra first for his current opinion on migrating users. If anything goes wrong. <DateThatReportRun>/<ReportID >/ On the Process Scheduler (ORA03) / The configuration file for the process u05/PT8. use this file to restore the security structure.

drop all the stored procedures and functions and packages. and creating the tables. D:\TEMP\FSQA_SECURITYEXPORT_NO_USERS. LEDGER.Steps to Customizing a New PeopleSoft Database for UCRFS c. This step is NOT complete until you go into the portal and configure these tablespaces.DAT. verify that the Connect ID and password are correct. recompile from the source database. • SECURITYIMPORT.DMS . ' '.This script imports all of the PeopleTools security tables from the export script’s DAT file. --AFFILIATE_INTRA1 Computing and Communications UC Riverside . Refer to Section IV . Script names: • UCR_SECURITYEXPORT_NO_USERS. If that doesn’t work. 7) Create the tablespaces UCR_PARENT. e. the directory to our customized DataMover scripts are: \\snaptestnw\ps88\pt844\scripts_ucr\ 6) After moving the UCR projects in the Application Designer.DMS . Finally. d.DMS on the new database to read in the previously exported data. --BUDGET_REF AFFILIATE. UCR_CHILD and UCR_GRANDCHILD. --PRODUCT FUND_CODE. the Access password will be corrupted.This customized script exports all of the PeopleTools security tables EXCEPT the user related information as the upgrade process should’ve already moved the PeopleSoft v6 users. shutdown the Application Server and Process Scheduler and log into the Data Mover (boot strap mode. Restart the Application Server and Process Scheduler and try logging into the Application Designer. Note: On the file server. --CLASS_FLD PROGRAM_CODE. ' '. Run the following SQL statements to update the encumbrances in the PS_LEDGER table: UPDATE PS_LEDGER SET LEDGER = 'FAISAL' WHERE BUSINESS_UNIT = 'UCR' AND LEDGER = 'ENCUMB' AND ( FISCAL_YEAR = 2002 OR FISCAL_YEAR = 2003 OR FISCAL_YEAR = 2004 OR FISCAL_YEAR = 2005) / INSERT INTO PS_LEDGER SELECT BUSINESS_UNIT. Then. SYSADM/SYSADM) and execute the following command: CHANGE_ACCESS_PASSWORD SYSADM1 SYSADM. ACCOUNT. 8) Update the PS_LEDGER table. --OPERATING_UNIT ' '. --ALTACCT DEPTID. After running these scripts. This is necessary before trying to create any tables in the Application Designer. To correct this. run the Import script SECURITYIMPORT.PeopleTools Administration. ' '. ' '. APPROPRIATION_NBR.

--CHARTFIELD3 PROJECT_ID. --DTTM_STAMP_SEC. --OPERATING_UNIT ' '. --CHARTFIELD1 ' '. SYSDATE. --BUDGET_REF AFFILIATE. ' '. --PROCESS_INSTANCE / Computing and Communications UC Riverside . FISCAL_YEAR. --GL_ADJUST_TYPE CURRENCY_CD. --AFFILIATE_INTRA2 ' '. APPROPRIATION_NBR. --CLASS_FLD PROGRAM_CODE. --POSTED_TOTAL_AMT 0. ACCOUNTING_PERIOD --ENCUMBERED_AMOUNT (POSTED_TOTAL_AMT ) --POSTED_BASE_AMT --POSTED_TRAN_AMT --BASE_CURRENCY. --CHARTFIELD2 ' '. --AFFILIATE_INTRA1 ' '. --PRODUCT FUND_CODE. SUM(ENCUMBERED_AMOUNT). ' '. LEDGER. STATISTICS_CODE. ' '. --BOOK_CODE ' '. ' '. ' '. --ALTACCT DEPTID. --DTTM_STAMP_SEC. --POSTED_TRAN_AMT 'USD'. ACCOUNTING_PERIOD.PS_LEDGER WHERE BUSINESS_UNIT = 'UCR' AND LEDGER = 'ENCUMB' AND ( FISCAL_YEAR = 2002 OR FISCAL_YEAR = 2003 OR FISCAL_YEAR = 2004 OR FISCAL_YEAR = 2005) GROUP BY BUSINESS_UNIT. ' '. --BASE_CURRENCY. --POSTED_BASE_AMT 0. STATISTICS_CODE. FISCAL_YEAR. 0 --PROCESS_INSTANCE FROM FSMARC. --CHARTFIELD2 ' '.Steps to Customizing a New PeopleSoft Database for UCRFS ' '. --CHARTFIELD3 PROJECT_ID. --AFFILIATE_INTRA2 ' '. --GL_ADJUST_TYPE CURRENCY_CD. --BOOK_CODE ' '. ACCOUNT. --CHARTFIELD1 ' '.

UCR_NCT Computing and Communications UC Riverside . UCR_EMPLVNDR l. In the Application Designer 1) The following projects must be exported/imported or upgraded depending on the PeopleSoft version. INSERT INTO PSMSGCATDEFN SELECT * FROM PSMSGCATDEFN@PSDEV. f. q. the upgrade process does not preserve our indices and we created anew in UCRTM2. UCR_DATAMART i. UCR_DENORM_TREE_TABLES k. UCR_BEA Note: The BEA uses a number of Message Catalog entries. UCR_ACCOUNT_LEDGER c. UCR_ICA This is John Kong’s project for “Indirect Cost Allocation Modifications”. 21001) / INSERT INTO PSMSGSETDEFN SELECT * FROM PSMSGSETDEFN@PSDEV. It appears as though PeopleTools doesn’t properly move Message Catalog entries over. Go to menu PeopleTools > Utilities > Administration > Message Catalog and search for 21000. 21001) / t. UCR_JOURNAL_TABLE_UPDATE r. UCR_FEDERAL_REBATE n. UCR_CHECKWRITE g. Please see the next step before actually exporting your project over. which involves altering the PS_FUND_INCOST_TBL.WORLD WHERE message_set_nbr IN (21000. In the case of Journal Header and Line. See project UCR_MESSAGE_CATALOG for more information. These must be moved over. “Indirect Cost Allocation Mods” p. a. Consider using a SQL script to move data. UCR_MANAGE_BATCH_PROCESSES s. UCR_CHARTFIELD_ATTRIBUTES Note: Two fields have been renamed since PeopleSoft hijacked FUND_TYPE and ???. UCR_CLOSING h. so this has been scripted in d. UCR_FEEDER o. UCR_BEA_ZERO_DOLLAR e. Please see the document. UCR_INDEXES Note: This project is a collection of our PeopleSoft v6 indices recreated for PeopleSoft v8.Steps to Customizing a New PeopleSoft Database for UCRFS III. UCR_DATA_WAREHOUSE j. UCR_ALLTABLES b. UCR_MESSAGE_CATALOG This project does NOT seem to move over the message entries for 21000 and 21001. UCR_FCT m.WORLD WHERE message_set_nbr IN (21000.

UCR_SIC_CODES Note: Per John Kong.OB JECTVALUE4 FROM PSPCMNAME WHERE (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 2) Computing and Communications UC Riverside . UCR_PAN w. bb. run the following SQL statements to determine if the “Upgrade” tab in the Application Designer for a given project truly has all the definitions needed for the upgrade. Prior to exporting your project.OBJECTVALUE3. changes to the SIC_CODE and PARENT_SIC_CODE fields. UCR_PROCARD aa. hh. UCR_OPEN_ITEM Note: Customizations based on Marc’s specifications v. UCR_UCOP_TRANSLATION gg. UCR_STF ee. UCR_STIP ff.OBJECTVALUE1 . go to the menu “Tools – Options” and select the option for insert definitions into project when opened. UCR_PO_JRNL Note: This is Glen’s project that deals with encumbrances and journal generation. cc.Steps to Customizing a New PeopleSoft Database for UCRFS u. y. z. Modified AP_VB_STGVCH AE to successfully load a PO Voucher via EDI with blank Voucher Build Code. UCR_SQR*… Note: These are all projects that related to SQRs. then open the relevant project and insert those related definitions. UCR_PRJ156866 At John Kong’s request.OBJECTID2. UCR_PCT x. UCR_PRJ151198PRE844 At John Kong’s request. Also.OBJECTID4. If any rows are return in the following SQL statements. ran script based on Marc’s SIC “Commodity Codes” spreadsheet and resulting SQL INSERTs (see “INSERT Commodity Codes. shutdown the App and Web Servers.OBJECTID3.4 dd. /**** THIS WILL DISPLAY DISTINCT RECORDS THAT ARE MISSING PEOPLECODE FROM THE UPGRADE TAB ***/ SELECT DISTINCT OBJECTVALUE1 FROM ( SELECT DISTINCT OBJECTID1. UCR_UPG_INSTRUCTIONS Note: This project does not have anything to move. a. This project is a patch to fix the Voucher Line VAT secondary page (VCHR_LINE_VAT_SEC1) ii.OBJECTVALUE2. delete their cache files and bring them up again. you will need to run the Application Engine process PORTAL_CSS. UCR_PORTAL_REG_DEFNS Note: After importing these definitions. Please see Section II. Had to alter 2 tables: VNDR_HDR_IND_CL and SIC_CODE_TBL to accommodate field length changes. In the Application Designer. UCR_SSOAUTH Note: This is the single signon and authorization project.sql”). but rather some important information. After this has run.

OBJECTVALUE2.OBJECTVALUE1 FROM PSPROJECTITEM PI WHERE PI. 'UCR_FCT'.OBJECTVALUE3.OBJECTVALUE2.OB JECTVALUE4 FROM PSPROJECTITEM WHERE PROJECTNAME IN ('UCR_BEA'.OB JECTVALUE4 FROM PSPROJECTITEM WHERE PROJECTNAME IN ('UCR_BEA'.OBJECTID2. 'UCR_PCT'. 'UCR_STIP') AND PI.OBJECTVALUE3.OBJECTID4. 'UCR_NCT'.OBJECTVALUE1 . 'UCR_BEA_ZERO_DOLLAR'. Computing and Communications UC Riverside . 'UCR_MANAGE_BATCH_PROCESSES'. 'UCR_NCT'. 'UCR_FCT'.OBJECTID3 = 12) AND OBJECTID3 = 12 MINUS SELECT OBJECTID1. 'UCR_CHARTFIELD_ATTRIBUTES'. 'UCR_DENORM_TREE_TABLES'.OBJECTVALUE3. 'UCR_BEA_ZERO_DOLLAR'. 'UCR_BEA_ZERO_DOLLAR'. 'UCR_CHARTFIELD_ATTRIBUTES'. 'UCR_CHARTFIELD_ATTRIBUTES'. 'UCR_SQR_DETLFIN'. /**** This will display Record Field Events that are missing PeopleCode from the Upgrade Tab ***/ SELECT DISTINCT OBJECTID1.OBJECTID3. 'UCR_SQR_DETLFIN'. 'UCR_PCT'.OBJECTID2. 'UCR_PAN'.OBJECTID4. 'UCR_PAN'. 'UCR_PAN'.OBJECTVALUE1 .OBJECTVALUE3.OB JECTVALUE4 ) b. 'UCR_NCT'.OBJECTVALUE1 .OBJECTID2.OBJECTID4.OBJECTID3. 'UCR_DENORM_TREE_TABLES'. 'UCR_MANAGE_BATCH_PROCESSES'.OBJECTID3.OB JECTVALUE4 FROM PSPCMNAME WHERE (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12) AND OBJECTVALUE1 IN (SELECT DISTINCT PI. 'UCR_PCT'.OBJECTVALUE1 . 'UCR_PAN'. 'UCR_MANAGE_BATCH_PROCESSES'.PROJECTNAME IN ('UCR_BEA'. 'UCR_STF'. 'UCR_FCT'.OBJECTID3. 'UCR_STIP') AND (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12) ORDER BY OBJECTID1.PROJECTNAME IN ('UCR_BEA'.OBJECTID3 = 12) AND OBJECTID3 = 12 MINUS SELECT OBJECTID1. 'UCR_DENORM_TREE_TABLES'. 'UCR_STF'.OBJECTVALUE2. 'UCR_FCT'. 'UCR_CHARTFIELD_ATTRIBUTES'. 'UCR_STF'. 'UCR_STIP') AND PI. 'UCR_SQR_DETLFIN'. 'UCR_MANAGE_BATCH_PROCESSES'. 'UCR_PCT'.OBJECTVALUE1 FROM PSPROJECTITEM PI WHERE PI.OBJECTID4. 'UCR_SQR_DETLFIN'. 'UCR_NCT'.OBJECTID2.Steps to Customizing a New PeopleSoft Database for UCRFS OR OBJECTID4 = 12) AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE2. 'UCR_DENORM_TREE_TABLES'. 'UCR_BEA_ZERO_DOLLAR'.

Go to the permission list UCR_ALLPAGES and the tab “Query”.ucr. IV. Checked. 'UCR_STIP') AND (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12) ORDER BY OBJECTID1. DDDAUDIT . Please research for 8. SYSAUDIT . 4) If necessary. there were some issues with the integrity of this program.OB JECTVALUE4 3) Translate values: Add "FED” to "SYSTEM_SOURCE” and “JRNL_LINE_SOURCE" to translate values in the PeopleSoft Application. create guest user accounts for Marc Guerra to test his security model. SSOAUTH. Use the following URL: https://ldap. FieldDefault. click on the hyperlink “Query Profile” and click all checkboxes as desired.System Audit b. "ProCard use tax" to the JRNL_LN_SOURCE field’s translate values. portal registry. Next. Add “PRO”.OBJECTVALUE2.OBJECTID2. Be sure to save! 3) Authentication – Using CAS and signon peoplecode to authenticate a user Menu: PeopleTools > Security > Security Objects > Signon PeopleCode Action: Insert a new row for FUNCLIB_UCR.Steps to Customizing a New PeopleSoft Database for UCRFS 'UCR_STF'. 4) The fields UCR_ACCOUNT. Under the section “Query Permissions”. “Tools Permissions” and “Miscellaneous Permissions” and give full access to everything. click on each link “Definition Permissions”. in the same section. Security Settings 1) User Profiles Verify that the PeopleSoft v6 users are here and correct Menu: PeopleTools > Security > User Profiles 2) Menu: PeopleTools > Security > Permissions and Roles > Permission Lists – Verify that the roles are permission lists from FSQA are correct in UCRTM2 after running the Import DataMover script. UCR_SIGNON.42. In the Financial Portal Data Integrity and Synchronization 1) Run SQR reports a. Under the hyperlink “Application Designer Access”.edu/ldap/login Computing and Communications UC Riverside .OBJECTVALUE1 .OBJECTID4. Check on all the checkboxes under the section labeled “PeopleTools Permissions”. UCR_FUND_CODE and UCR_PROG_CODE must be added to the PeopleSoft “DERIVED” work table.OBJECTID3.10. Ensure that this row is “Accessible”. etc) Menu: PeopleTools > Portal > Portal Security Sync Note: In PeopleTools 8. click on the hyperlink “Access Group Permissions” and add the tree name QUERY_TREE_UCRFS and its access group UCRFS_ACCESS_GROUP. permission lists. c. roles.Data Designer/Database Audit 2) Portal Security Sync – Run the Application Engine program after every import of security definitions (users.44. b. Go to the permission list UCR_ALLPAGES and the tab “PeopleTools”.OBJECTVALUE3. a.

8 and set up the Payables and Purchasing Job.properties file for the line ReportRepositoryPath=/opt/psreports) Operating System: UNIX http URI Host: ora02. PSRF_REPORT_CREATE.ucr. we must ensure that all the roles exist. PSRF_REPORT_DATE_CHANGE and PSRF_REPORT_DELETE Then… Menu: PeopleTools > Integration Broker > Monitor > Monitor Message Tab: Domain Status Action: Set all the domains active and save. Note: If the Report Manager does not work after: . then create a daemon group for those Application Engine processes Portal Customizations 1) Structure & Content – Verify the menus and access to our UCRFS customizations. add the “UCR_REPORT_NODE” 2) Report Nodes – Add a new report node UCR_REPORT_NODE with the following settings (if not mentioned.restarting the Application Server then you will need to do the following steps to enable reports to show in the Report Manager (refer to Case id 3744389)): Computing and Communications UC Riverside . In the “Distribution” tab. Menu: PeopleTools > Portal > Structure and Content 2) Portal Definition – Determine the default portal definition (ie: EMPLOYEE) Menu: PeopleTools > Portal > Portal Definitions 3) Node Definition – Determine the local default node definition (ie. Note: Remember that EACS will do all the work for associating a user to their respective roles.edu/psreports/ps Description: The UCRFS Report Node (See the configuration.Steps to Customizing a New PeopleSoft Database for UCRFS Process Scheduler Customizations 1) Server Definition – Add a new or use existing process scheduler server Menu: PeopleTools > Process Scheduler > Servers Action: Add a new Unix server and list of accepted process types or modify existing PSUNX. Verify that the UCRBATCH job has been upgraded and configured appropriately b.edu URI Resource: SchedulerTransfer/ps Login ID: VP1 3) System Settings – Configure which report output formats the user can access Menu: PeopleTools > Process Scheduler > System Settings Action: Go through every page and configure 4) Jobs – a. then use the defaults): Http Information Distribution Node Details URL: http://ora02. however. Use the document Payables and Purchasing Production Jobs in 8.enabling the Publish and Subscribe services . PT_LOCAL) Menu: PeopleTools > Portal > Node Definitions > Transactions Action: Add 4 InAsync and 4 OutAsync transactions for the messages: PSRF_FOLDER_CREATE.making the above changes . 5) Daemon Groups – If Application Engine processes need to be “cron jobbed”.ucr.

html Logout Page: logout_ucrsso. 'UCR'. 'UCR Financial System'. '1'.9999999). 'griff'.A web profile is a named group of configuration property settings that the portal applies throughout your PeopleSoft system to control all portal-related behavior. INSERT INTO PS_PRCSSEQUENCE VALUES (4. 'A'. 6) Menu: PeopleTools > Web Profile > Web Profile Configuration . SELECT * FROM PS_PRCSSEQUENCE You should see 5 rows of data. 5) SignOn PeopleCode – Enable signon peoplecode to process logins from SSO server. Security tab – Important for single signon. 0.9999999).edu/peoplesoft/PT844Docs/f1search. Here are the important settings to customize: a. It is a wrapped function and may have to be checked out from Source Safe ($/UCRTM2). Allow Public Access: Checked User ID: VP1 c. If not. then just use the following SQL: INSERT INTO PSXLATITEM VALUES ('OBJECTOWNERID'. Look and Feel tab – Important for single signon. Note: The project UCR_SSOAUTH must be moved over for this to work and the stored function sso_validation_ticket must also be compiled.edu Help URL: http://lascruces. COMMIT. We are using our own customized Web Profiles and they are named according to the database the portal accesses.htm? ContextID=%CONTEXT_ID%&LangCD=%LANG_CD% Enable Report Repository: Checked Report Repository Path: /opt/psreports b. 0. Menu: PeopleTools > Security > Security Objects > Signon PeopleCode Action: Click on “Invoke as user signing in” and add a row for FUNCLIB_UCR. 'UCR'.ucr. SYSDATE.Steps to Customizing a New PeopleSoft Database for UCRFS a.html Computing and Communications UC Riverside . '1'. like this (rows in blue were added by us using step c below): PRCSSEQKEY 0 1 9999999 2 9999999 3 9999999 4 9999999 0 1 0 1 1958 1 SEQUENCENO 9999999 2053 1 MIN_SEQ_NBR 2427 MAX_SEQ_NBR 1 c. 4) Translate value – Add a new value for UCR – UCR Financial System Menu: PeopleTools > Utilities > Administration > Translate Values Action: Add a new value to the field OBJECTOWNERID Note: If the portal gives you grief. See the project UCR_SSOAUTH for the actual peoplecode. then execute the following SQL commands (please alter them according to the rows that are missing): INSERT INTO PS_PRCSSEQUENCE VALUES (3. Signon Page: redirect_ucrsso. Run the following SQL statement: b. 0). General tab Authentication Domain: .ucr. SYSDATE.

UCR_GRANDCHILD .PLACE PARENT RELATIONSHIP TABLES IN THIS TABLESPACE. in the section “Tablespaces Defined in the Database “.properties file. PeopleTools Administration 1) Message Catalog – Copy the message catalog entries for the BEA application using message set number 21000 and 21001. Menu: PeopleTools > Utilities > Administration > Tablespace Utilities 4) TableSet IDs – Verify that the UCR tableset ID exists.7 for the other half of this task. UCR_PARENT . 3) Additionally. 2) Tablespaces – Create new tablespaces for our custom tables.PLACE GRANDCHILD RELATIONSHIP TABLES HERE. reboot the Application and Web Server for these changes to take affect. Menu: PeopleTools > Utilities > Administration > Tablespace Management UCR_CHILD . 5) TableSet Control – Verify the record group. Refer to Section II .PLACE CHILD RELATIONSHIP TABLES HERE. On the UNIX File System for related steps. Computing and Communications UC Riverside .Steps to Customizing a New PeopleSoft Database for UCRFS 7) After configuring the Web Profile configuration and editing the portal’s configuration. Menu: PeopleTools > Utilities > Administration > TableSet IDs. 8) Be sure to refer to the above Section I. update the “Type” of tablespace to “Regular” for the three new tablespaces.

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