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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 Overview Audience: PeopleSoft System Administrators Network Administrators Database Administrators Unix Administrators Workstation Administrators

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Slide1 l.jpg

PeopleSoft 7.5

on MS SQL SERVER/NT

Installation Overview &

System Administration Training

by Installation Services

Version 1.0, July 1998


Overview audience l.jpg

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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Client Workstation

SQL (Sends Statements)

Database Server

Returns Data

(Example: PeopleTools 5 & 6 & 7(Two Tier) & 7.5(Two Tier))

Stores application

data and tools data

Runs Application logic

2.1 Two-tier Architecture


2 2 three tier architecture l.jpg

Database Server

Stores application

data and tools data

Runs Portion of Application logic

Services Run Application logic

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


Web client architecture components l.jpg

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


2 4 the application server l.jpg

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

2.4 The Application Server

Functionality

Benefits


2 5 client comparison l.jpg

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

2.5 Client Comparison

Windows Client

Web Client


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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


3 3 structured query reports sqr l.jpg

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 SQR’s 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 RDBMS’s 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)


3 7 tuxedo jolt l.jpg

Cobol Dispatcher (Remote Call)

Panel Group Build and Save Agents

Object Cache Mannagement Agents

Application Message Agents

SQL Services

Closely integrated with Tuxedo

Allows Web Client connections

3.7 Tuxedo/Jolt

Jolt

Tuxedo

Provides the following

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

  • <CDROM>:\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\cachecan grow to 60M

\user

\user\crw

\user\sql

\user\sqr

c:\temp or \windows\temp


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4.2 File Server - Directories

DirectoriesDescription

_____bin PS tools executables

_____cblbinCobol executables

_____crwCrystal reports

_____crwproCrystal reports product

_____dataData Mover files

hr750______excelExcel reports

or_____nVisionnVision reports

fs750_____scriptsSql, Data Mover, etc. files

_____setupWorkstation, batch xfer, etc.

_____sqa51Sqa robot

_____sqrSqr reports

_____srcCobol source code

_____tuxedoTuxedo client support

_____appservApp server configuration


4 3 application server l.jpg

4.3 Application Server

  • Copy files to application Server (only if on separate machine)

  • Install Tuxedo (start services on Windows NT)

  • Configure Application Server


4 4 database server directories l.jpg

cbl

int

obj

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


5 1 basic ps logon scenario two tier connection l.jpg

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 <OK>


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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/dbo’s 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 <OK>


5 4 under the peoplecovers l.jpg

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


6 1 workstation setup connectivity l.jpg

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 Server’s 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)?


6 4 customer connection l.jpg

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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Project implementation

Training

New release information

Upgrade Planning

Customization planning

Billing and administrative issues

Call Account Manager For:


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Upgrade questions

Problems running reports

Technical problems

Potential system bugs

Performance problems

Call Global Support Center For:


Peoplesoft global support center l.jpg

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: (708)836-9113

e-mail: Bill_English@peoplesoft.com


  • Login