PeopleSoft 6 Launch

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PeopleSoft 7.5 on MS SQL SERVER/NT

Installation Overview System Administration
Training

by Installation Services
Version 1.0, July 1998
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Overview Audience

• PeopleSoft System Administrators
• Network Administrators
• Database Administrators
• Unix Administrators
• Workstation Administrators

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Agenda

• 1. Installation Activities
• 2. System Architecture
• 3. Parts of PeopleSoft
• 4. Setups (Workstation, File Server,
  Application Server Database Server, , Essbase
  Server if applicable, Planning Server if
  applicable)
• 5. PeopleSoft Logon Process
• 6. Troubleshooting
• 7. Who to Call

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1. Installation Schedule

• Select and Install the PeopleSoft products and
  PeopleBooks from the PeopleSoft CD-ROMs to the
  File Server
• Install Crystal Reports on the File server or
  workstation(s)
• Set up the installation workstation
• Connect to the RDBMS and check that the
  workstation is setup properly
• Create the PeopleSoft DEMO, SYS, and AUD database
• Load the PeopleSoft DEMO, SYS, and AUD database
  via Datamover

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Installation Schedule

• FTP/Copy source code to the Database Server and
  Application Server
• Compile COBOL programs
• Link COBOL programs to C other libraries
• Set up the Process Scheduler
• Select and Install BEA Tuxedo/Jolt from the
  Tuxedo CD-ROM to the Application Server
• Configure the Application Server
• Install the Essbase Module (server and client) -
  if applicable (for Budgets only)

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Installation Schedule

• Install Red Pepper Modules (server and client) -
  if applicable (for Production Planning,
  Enterprise Planning, and Order promising)
• Setup workstations for PeopleSoft application(s)
• Apply Updates Fixes if necessary
• Informal testing debugging
• Backup the PeopleSoft databases
• Setup the Web environment - if applicable
• Perform Acceptance tests

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2. System Architecture

• 2.1 Two-tier Architecture
• 2.2 Three-tier Architecture
• 2.3 Web Client - Architecture
• 2.4 The Application Server
• 2.5 Client Comparison
• 2.6 Cache Files

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2.1 Two-tier Architecture
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2.2 Three-tier Architecture
PeopleTools 7.5 - Windows Client
Batch Jobs
Process Scheduler
SQL
Windows Client
Application Server
Send SQL
Request Message
Return Message
Receive Data
PS File Server
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Three-tier Architecture Components

• The File Server is where the PS Software is
  installed to ( from a CD-ROM)
• The Database Server is where the PS databases
  reside
• The Application Server handles the bulk of PS
  processing

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2.3 Web Client - Architecture
http//www...
URL (http//www)
Web Server
HTML Applets
Tuxedo Message
Database Server
SQL
Application Server
Web Client
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Web Client - Architecture Components

• The Database Server is where the PS databases
  reside
• The Web Server is used to deploy the PS
  Application to the Web Client

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2.4 The Application Server
Functionality
Benefits

• Authenticates and monitors users
• Builds Panel Groups
• Saves Panel Groups
• Runs PeopleCode
• Executes SQL
• Runs Remote Calls

• Reduces Network Traffic
• Reduces Database Connections
• Processes Intensive Logic
• Enables the deployment of the Web Client

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2.5 Client Comparison
Windows Client
Web Client

• Traditional Win 95/NT client
• Written in C
• Tuxedo Internet connection (TCP/IP)
• Not easily portable
• Manual Setup required
• Client must be configured
• Power User Focus
• PeopleSoft Cache files
• Full Functionality

• PS over the Web
• Written in Java
• JOLT Internet connection
• Portable
• Automatic Setup
• No client Configuration
• Occasional User Focus
• No PeopleSoft Cache files
• Limited Functionality

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2.6 Cache Files

• Managed by Application Processor
• To refresh, update lastrefreshdttm in pslock
  (PeopleBooks)
• Good idea to have priming set of cache files
• New workstations, especially remote ones
• Cache file recovery

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3. Parts of PeopleSoft

• 3.1 Windows Programs
• 3.2 Application COBOL
• 3.3 SQR Reports
• 3.4 Crystal Reports
• 3.5 SQL Scripts
• 3.6 Process Scheduler
• 3.7 Tuxedo/Jolt

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3.1 Windows Programs

• Reside in N\HR750\BIN
• Visual C, EXEs, DLLs
• Proprietary except PSUSER.C
• Controls login procedure
• Use Microsoft Visual C compiler

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3.2 Application COBOL

• Performs heavy off-line processing
• All COBOL jobs submitted via Process Scheduler
• COBOL can run on Server or Client (2-tier mode
  only)
• Client COBOL performs up to 30 slower
• All programs use run controls
• Use File Server security to protect COBOL files

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3.3 Structured Query Reports (SQR)

• All SQR reports are submitted via Process
  Scheduler
• SQR jobs can run on the Server and the Client
  (2-tier mode)
• Reports stored in ASCII format
• Functionality query, update
• Prints using PCL strings
• Place modified SQRs in separate directory
• SYSAUDIT and DDDAUDIT are SQRs that verify
  system integrity.

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3.4 Crystal Reports

• Submitted via Process Scheduler
• Only run under a Windows environment

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3.5 SQL Scripts

• Execute using your RDBMSs SQL tool
• Need database Id with privileges to run SQL
  scripts
• Generally for DBA use only
• Re-building objects
• Some SQL scripts use views only
• Any privileges granted can be used for ad-hoc
  queries

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3.6 Process Scheduler

• 2 parts
• One runs on Database Server
• One executes under Windows
• Checks for requests to run SQR and COBOL jobs
• Two copies of all SQR reports and COBOL jobs
  exist (File Server and Database Server)

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3.7 Tuxedo/Jolt
Jolt
Tuxedo
Provides the following services

• Closely integrated with Tuxedo
• Allows Web Client connections

• Cobol Dispatcher (Remote Call)
• Panel Group Build and Save Agents
• Object Cache Mannagement Agents
• Application Message Agents
• SQL Services

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4. Setup Tasks

• 4.1 Workstation
• 4.2 File Server
• 4.3 Application Server
• 4.4 Database Server
• 4.5 Essbase Server
• 4.6 Planning Server

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4.1 Workstation Setup Tasks

• Access to file server
• RDBMS Connectivity Software (two-tier)
• TCP/IP Connection to Application Server
  (three-tier)
• Install Crystal on the Workstation if desired
• Run Configuration Manager in Windows
• Run Folio Setup in Windows
• For Budgets only - install Essbase client

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4.1 Workstation Setup Tasks

• For Demand Planning, Budgets Explorer, Expenses
  Traveler, and Remote Order Entry - install Client
  portion
• Test connection

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Crystal Setup Tasks

• INSTALL TO WORKSTATION
• n\hr750\crw60\wkcstp32\setup.exe
• Select Local install only
• INSTALL TO FILE SERVER
• ltCDROMgt\setup.exe
• Select full Network Install

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Configuration Manager

• N\HR750\BIN\CLIENT\WINX86\PSCFG.EXE
• Creates workstation directory structure
• Files copied to hard drive
• Program groups and PS logo bitmap
• Reads from WSSETUP.CFG
• Information Stored in Registry
• Environment Settings
• SQRDIR (sqr.ini)
• COBDIR and COBSW
• NT and 95 - registry

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Configuration Manager

• Updates Registry location
• HKEY_Current_User
• Software
• PeopleSoft
• PeopleTools
• Release 7.5

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Workstation Directories

• c\ps\cache can grow to 60M
• \user
• \user\crw
• \user\sql
• \user\sqr
• c\temp or \windows\temp

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4.2 File Server - Directories

• Directories Description
• _____ bin PS tools executables
• _____ cblbin Cobol executables
• _____ crw Crystal reports
• _____ crwpro Crystal reports product
• _____ data Data Mover files
• hr750______ excel Excel reports
• or _____ nVision nVision reports
• fs750 _____ scripts Sql, Data Mover, etc. files
• _____ setup Workstation, batch xfer, etc.
• _____ sqa51 Sqa robot
• _____ sqr Sqr reports
• _____ src Cobol source code
• _____ tuxedo Tuxedo client support
• _____ appserv App server configuration

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4.3 Application Server

• Copy files to application Server (only if on
  separate machine)
• Install Tuxedo (start services on Windows NT)
• Configure Application Server

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4.4 Database Server - Directories
appserv
bin
cblbin
lst
install
PS_HOME
src
sqr
sql
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4.5 Essbase Server

• Install Essbase Server
• Configure and start Essbase Server

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4.6 Planning Server

• Install Planning Server
• Configure and Start Planning Server

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5. PeopleSoft Logon Process

• 5.1 Basic PeopleSoft Logon Scenario - Two Tier
• 5.2 Under The PeopleCovers - Two Tier
• 5.3 PeopleSoft Logon Scenarion - Three Tier
• 5.4 Under The PeopleCovers - Three Tier

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5.1 Basic PS Logon Scenario (two-tier
connection)
1. PeopleSoft Icon Command Line
..\bin\pstools.exe Working Directory
c\sybase\bin 2. PeopleSoft prompt
Connection Type RDBMS (2-tier) Database
Name HRDMO Operator PS (Upper
Case!) Password PS 3. Click ltOKgt
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5.2 Under the PeopleCovers
1. Connect HRDMO/PS/PSXXXX 2. Retrieves
Accessid Accesspswd from
PSOPRDEFN 3. Disconnect as PS 4. Connect
HRDMO/ (dbo/dbos password)
-PS is a valid login id -HRDMO is a database
name
-dbo is the database owner
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5.3 PS Logon Scenario (three-tier connection)

• 1. PeopleSoft Icon
• Command Line ..\bin\pstools.exe
• 2. PeopleSoft prompt
• Connection Type Application Server
  (three-tier)
• Application Server Name HRDMO AppServer
• Operator PS (Upper Case!)
• Password PSXXXX
• 3. Click ltOKgt

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5.4 Under the PeopleCovers
1. A TCP/IP connection is established between
Workstation and Application Server 2. The
Application Server Domain contains db name
(HRDMO) 3. Connect HRDMO/PS/PSXXXX 4. Retrieves
Accessid Accesspswd from PSOPRDEFN 3.
Disconnect as PS 4. Connect HRDMO/(dbo)
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6. Troubleshooting

• 6.1 Workstation Setup/Connectivity
• 6.2 Tools for Troubleshooting
• 6.3 Application Server
• 6.4 Customer Connection

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6.1 Workstation Setup/Connectivity

• Does C\PS\CACHE directory exist?
• Are Environment variables set correctly?
• Is the Workstation Logged on to network?
• Are Operator ID and password valid?
• Is login database name/App Server name specified
  properly?
• Are login operator/password entered properly, in
  upper case?
• Can you ping the Database Server?

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6.2 Tools for Troubleshooting

• Configuration Manager traces
• SQL Traces
• PeopleCode
• Process Scheduler Logging

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6.3 Application Server

• Check for port conflict?
• Can you ping the Application Server?
• Check that COBDIR COBSW variables set?
• Check that PRDRIVE PRDBIN variables set?
• Verify Application Servers IP address and port
  in Configuration Manager
• Did you boot the Application Server?
• Are there 8 Tuxedo processes running (number
  varies based on domain being created - small,
  medium, large)?

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6.4 Customer Connection

• Customer Connection contains
• Updates Fixes
• News Information
• Product Support
• Discussion
• Access via
• Internet at www.peoplesoft.com

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7. Who to Call When

• Account Manager
• Global Support Center
• PeopleSoft Installer

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Call Account Manager For

• Project implementation
• Training
• New release information
• Upgrade Planning

• Customization planning
• Billing and administrative issues

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Call Global Support Center For

• Upgrade questions
• Problems running reports
• Technical problems

• Potential system bugs
• Performance problems

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PeopleSoft Global Support Center

• 1-800-477-5738 (4 PPLSFT)
• Customers can submit cases through the Call
  Center
• Customers can enter Cases via Customer Connection
• Close log message box for finished logs
• Production Critical live line
• Customers will have access to a knowledge based
  Database via the Web

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Call me for

• Installation-Specific questions

Bill English Telephone [phone] e-mail
Bill_English_at_peoplesoft.com