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Training Program : PeopleSoft Admin

Topics covered:
1. 2. 3.

Brief Historical Background

Earlier the Systems were designed on Thick Clients. The Application and All its resources were needed on the system.

Client Server

The Systems then developed where the Database could reside on a separate layer. The Application and its components were only required on the client setup m/c

Three Tier Client Server

Then came the 3- tier Architecture where in the Application The Business logic and Database could reside on separate layers. This set up could be Logic 3 tier or Physical 3-tier

Advent of ERP Applications

ERP : Enterprise Resource Planning thereby meaning

that the entire information with an Organization can be shared at a given instance of time. The aim is to make the information available from different departments to be in sync and readily available.

This architecture further forced developers towards an ntier architecture where the server loads needed to be distributed to facilitate the efficient working of the System

PeopleSoft Then and Now

PeopleSoft 7.5x and 7.6x series were typical to 3-tier environments.

However one could get a Web Client Access to these environments. But not much features were provided for the Web Client access and not user friendly either.
Although one had the liberty to use any Web server fro this process but had a typical methodology to set it up which was not convenient and always had some issue or other. PeopleSoft 8 and 8.1x series is aimed at providing a robust internet architecture to support the n-tier architecture. The Web Client of PeopleSoft 8.1x series contains all the features/tools which are provided on Windows Client.

PeopleSoft : Then and Now.

PeopleTools 8.4x Series has a complete change in the look and Feel from the PeopleTools 8.1x series.

The PeopleTools 8.4x has advanced features and includes the concept of Portal databases.
Many of Security Features and Application features have been removed from the Windows Client and are ONLY available on the Web client. The PeopleSoft 8.4 Windows Client ONLY has Development features. None of the Development features is, as yet, available on the Web client i.e Building Records via web.

PeopleSoft Internet Enabled

PeopleSoft Internet Architecture, introduced with PeopleTools 8, is completely focused on the internet to provide powerful new functionality for internet-based access and integration. This next generation architecture leverages a number of internet technologies and concepts to deliver simple, ubiquitous access to PeopleSoft applications and enable the open flow of information between systems. Using PeopleSoft Internet Architecture as the foundation, customers will be able to provide a wide range of end users with access to PeopleSoft applications over the web, as well as more easily integrate their PeopleSoft applications with existing internal systems and external trading partner systems.

PeopleSoft PIA Architecture

PeopleSoft : Application/People Tools

PeopleSoft : PeopleTools

PeopleTools forms the platform for any PeopleSoft Application. PeopleSoft Applications HCM / CRM / SCM / Financials / Student Administration / Learning Solutions etc. All Applications gets installed on PeopleTools only. So for any application to be installed or upgraded PeopleTools version becomes an important decision. PeopleSoft Inc. supports Databases / Operating Systems / File Servers / Application Servers / Web Servers / Browsers on the basis of PeopleTools only and NOT on Application version. One can find Supported Platforms on Customer Connection and take reference from there. Its always recommended to use Certified Platforms only.

PeopleSoft Division w.r.t PeopleTools

Server Tools : Database Server, Application Server, Process Scheduler, Tuxedo , Jolt , WebServer

Install and Upgrades : Fresh Application Installs. Upgrades : Major/Minor Application/Tools Only Upgrade, File Server, Patches and Fixes.
Application Development : Application Designer 3/2 tier access only. (Fields Records, Menu, Pages, Components). Administration/Security : Governed by Roles/Permission Lists / Definition Security Reporting Tools: nVision, SQR, Crystal Reports Integration Tools : Component Interface, Application Messaging,

PeopleSoft : File server

The file server is the environment (or file) repository for the PeopleTools Development Environment and for the files necessary to perform an Install / Upgrade. The executables are located in the file server. When Installing PeopleSoft you typically make a PS Directory and call it PS Home. All Installation files reside here. The different components have their own files further down the directory structure. Its the central store from where the PeopleSoft gets started.

PeopleSoft : How a File Server look like ?

Example of a typical PS Home File Server of CRM Application

PeopleSoft : Other Server Components

The Application Server The Database Server Web Server Batch Server (Process Scheduler) _____________________________ The Application Server handles various services which helps to handle the client requests and responds to the same. Tuxedo/Jolt communications helps to achieve this. What is Tuxedo/Jolt ?

PeopleSoft Server Side :Tuxedo

Elements of Application Server Domain

The element in the Tuxedo Application Server are: Bulletin Board Liaison Listeners Handlers PeopleSoft Processes.

Administration Screen :psadmin.exe

The psadmin executable is used to Create, Configure, Start and maintain an Initial Application Server Domain. This comes up in dos mode and gives you various options to select the domain which you want to Administer.

Various Options Maintain the Domain

Application Services : Tuxedo

As you boot the Application Server various services get started. These services are utilized by the Application for execution in 3/n tier architecture.

Domain servers and functions

Domain servers and functions

Domain servers and functions failover

Configuration File psappsrv.cfg

A sample file which is used to set up the Application server i.e psappsrv.cfg

[Startup] ; Database Signon settings ;========================================= DBName=XXXDMO DBType=ORACLE UserId=VP1 UserPswd=VP1 ConnectId=people ConnectPswd=people ServerName=COESERVER

psappsrv.cfg (continued)

[Workstation Listener] ; Settings for Workstation Listener ;Address Note: Can be either Machine Name or IP address. ;Address Note: %PS_MACH% will be replaced with THIS machine's name Address=%PS_MACH% Port=7000 Encryption=0 Min Handlers=1 Max Handlers=2 Max Clients per Handler=40 Client Cleanup Timeout=60 Init Timeout=5 Tuxedo Compression Threshold=5000

psappsrv.cfg (continued)

[JOLT Listener] ; Settings for JOLT Listener ; Address=%PS_MACH% Port=9000 Encryption=0 Min Handlers=1 Max Handlers=2 Max Clients per Handler=40 Client Cleanup Timeout=60 Init Timeout=5 Client Connection Mode=ANY Jolt Compression Threshold=1000000

psappsrv.cfg (continued)

[JOLT Relay Adapter] ; Settings for JOLT Relay Adapter (JRAD) ;Listener Address Note: Can be either Machine Name or IP address. ;Listener Address Note: %PS_MACH% will be replaced with THIS machine's name Listener Address=%PS_MACH% Listener Port=9100

Create an initial domain configuration

This diagram illustrates creating the domain and generating PSTUXCFG


If the Application server and Web server are on different Physical Machine. Then Java Listener and Java Adapter need to be set
PS Web Client
Web Browser

JRLY: Listener Addr = IP:9000 Connect Addr = IP:nnnn FireWall: Authorized Port = nnnn

Any Client running Netscape Navigator or Microsoft Explorer or Hot Java Web Browser

Web Server

HTML: Applet Server Port = 9000

JRAD: Listener Addr = IP:nnnn Connect Addr = IP:9000 JSL Addr = IP:9000

Application Server

psappsrv.cfg (continued)

[Trace] ; Server Trace settings ; SQL Tracing Bitfield ; ; Bit Type of tracing ; ----------------;1 - SQL statements ;2 - SQL statement variables ;4 - SQL connect, disconnect, commit and rollback ;8 - Row Fetch (indicates that it occurred, not data) TraceSql=7 TraceSqlMask=12319

Process Scheduler : What is it ?

PeopleTools Process Scheduler Manager is a centralized Tool that enables application developers, system administrators, and application users to manage PeopleSoft batch processes. Using the PeopleSoft Internet Architecture (PIA), you can access a list of processes through a Web browser and queue and execute process requests. Process Requests using the Internet Architecture have the added functionality of new distribution options that enable you to distribute output in different formats to other users based on their user ID or their role.

Process Scheduler Architecture

Batch Process Flow

Describing Report Manager

The Distribution Agent performs this processing to transfer process output:

Process Scheduler : Information Flow

PeopleSoft Application Server: The application server runs the appropriate SQL against the database to add a row to the Process Request table (PSPRCSRQST) for the submitted process request. Process Scheduler Server Agent (PSPRCSRV) : The Process Scheduler Server Agent is primarily responsible for polling the Process Request table (PSPRCSRQST) where Process Requests appear in a queue after you submit them. The Process Scheduler Server Agent is a process that runs on the server. It can run on the database server, the application server, or the batch server. When it detects Process Requests in the Process Request Table it submits requests to run as background processes in the appropriate location and at the time specified.

Process Scheduler: Information flow

Database Server: The Database Server houses all the Process Scheduler tables such as the PSPRCSRQST table that contains a variety of information related to requests. Process Scheduler Distribution Agent (PSDSTSRV): Responsible for transferring all files generated from a process request to the Report Repository. (The Report Repository is a where process output resides until it is accessed by Report Manager.) Reports or log files can be viewed from either Report Manager or Process Monitor when they are in the Report Repository. Files transferred to the Report Repository can include reports, logs, and trace files. The Distribution Agent is a process that runs on the same server as the Process Scheduler Server Agent (Server Agent) started either by the Server Agent or by Tuxedo (based on how Process Scheduler is configured through PSADMIN).

Process Scheduler : Information Flow

Report Repository: The Report Repository is the designated server where the Distribution Agent transfers reports that are generated from the PeopleSoft Process Scheduler Server.

The repository can be set up on either a Unix or Windows NT machine by installing PIA and certified web server software, (WebLogic or Apache for PT8.1x, Weblogic or WebSphere for PT8.4), and can be used by multiple PeopleSoft databases.

Process Scheduler : Things to Check before beginning

Tuxedo and Jolt should be installed. Database connectivity to be able to communicate with your database server.

Web server with the PeopleSoft Internet Architecture.

The USER must have privileges for the Scheduler Administration. 1. Log onto your PeopleSoft database through the PeopleSoft Internet Architecture. 2. Select PeopleTools, Security, User Profiles. 3. Select the User Profiles component. Use the Search dialog to select the PeopleSoft User ID you plan to use to boot the Process Scheduler server. 4. Click the Roles tab, click the icon to insert a new row, and there enter the ProcessSchedulerAdmin role to grant the user ID with administrative rights in the Process Scheduler components.

Process Scheduler : Things to Check before beginning (conti)

5. Repeat the instructions in step 4 to add the role ReportDistAdmin. This will grant the user ID administrative rights to the Report Manager component. 6. Click Save to save your changes. 7. Click the General page and jot down the Permission List assigned to the Process Profile field.

8. From the Portal menu, choose PeopleTools, Security, Permissions & Roles, Permission Lists.
9. In the Search dialog, enter the Permission Lists you noted in step 7. 10. Click the Can Start Application Server check box.

Process Scheduler Request

Process Monitor : Server Status

Process Scheduler : Advantages

Process Scheduler enables you to perform the following tasks: Schedule recurring processes. Create jobs (groups of processes). Schedule a process request to run on any date or time interval that your business requires, such as monthly, daily, hourly, or even by the minute. Submit a job to run several processes, and, conditionally, schedule successive processes based on the status of a previous process in the job You can schedule processes to run locally on a client workstation or remotely on a database server. Once a scheduled process begins, Process Monitor enables you to monitor the status of the batch processes and view generated files/reports.

PeopleSoft : Data Mover

This is basically a Tool to run database commands from PeopleSoft. Its database independent.

DMS i.e Data Mover Scripts are run from these.

When you connect Data Mover using database name and password its called BOOTSTRAP mode login. If you use normal user id its a Normal Login. Its role is important during an Install/Upgrade process where one needs to run certain dms scripts. And also during PeopleSoft maintenance tasks. There are delivered PeopleSoft scripts which can be run from Data Mover such as reset password scripts.

Thank you!!