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by Installation Services

PeopleSoft 7.5on MS SQL SERVER/NT

Installation Overview &

System Administration Training

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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AgendaAgenda

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 Schedule1. 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 ScheduleInstallation 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 ScheduleInstallation 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 Architecture2. System Architecture

2.1 Two-tier Architecture2.2 Three-tier Architecture

2.3 Web Client - Architecture 2.4 The Application Server

2.5 Client Comparison2.6 Cache Files

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2.1 Two-tier Architecture

Client Workstation

Database Server

Runs Application

logic

Stores applicationdata and tools data

SQL (Sends Statements)

Returns Data

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

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2.2 Three-tier Architecture 2.2 Three-tier Architecture

PeopleTools 7.5 - Windows ClientPeopleTools 7.5 - Windows ClientBatch Jobs

Database Server

Runs Portion of Application

logic

Services Run Application

logic

Stores applicationdata and tools data

Windows Client Application Server

Request Message

Send SQL

Receive DataReturn Message

Process Scheduler

SQL

PS File Server

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Three-tier Architecture Three-tier Architecture ComponentsComponents

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 - Architecture2.3 Web Client - Architecture

http://www...

ApplicationServer

WebServer

Database ServerSQL

Web Client

URL (http://www…)

HTML + Applets

Tuxedo Message

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Web Client - Architecture Web Client - Architecture ComponentsComponents

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 Server2.4 The Application Server

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

Functionality Benefits

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2.5 Client Comparison2.5 Client Comparison

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

Windows Client Web Client

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2.6 Cache Files2.6 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 PeopleSoft3. 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 Programs3.1 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 COBOL3.2 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 3.3 Structured Query Reports (SQR)(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 Reports3.4 Crystal Reports

Submitted via Process Scheduler Only run under a Windows environment

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3.5 SQL Scripts3.5 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 Scheduler3.6 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/Jolt3.7 Tuxedo/Jolt

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

Tuxedo Jolt

Provides the followingservices :

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4. Setup Tasks4. 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 Tasks4.1 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 Tasks4.1 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 TasksCrystal 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 ManagerConfiguration 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 ManagerConfiguration Manager

Updates Registry location:

HKEY_Current_User Software PeopleSoft PeopleTools Release 7.5

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Workstation DirectoriesWorkstation Directories

c:\ps\cache can grow to 60M

\user \user\crw \user\sql \user\sqrc:\temp or \windows\temp

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4.2 File Server - Directories4.2 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 reportsor _____ 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 Server4.3 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 - 4.4 Database Server - DirectoriesDirectories

appserv

$PS_HOME install lst

sqr

int

obj

cbl

sql

bin

cblbin

src

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4.5 Essbase Server4.5 Essbase Server

Install Essbase Server Configure and start Essbase Server

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4.6 Planning Server4.6 Planning Server

Install Planning Server Configure and Start Planning Server

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5. PeopleSoft Logon Process5. PeopleSoft Logon Process

5.1 Basic PeopleSoft Logon Scenario - Two Tier5.2 Under The PeopleCovers - Two Tier5.3 PeopleSoft Logon Scenarion - Three Tier5.4 Under The PeopleCovers - Three Tier

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5.1 Basic PS Logon Scenario5.1 Basic PS Logon Scenario (two-tier connection) (two-tier connection)

1. PeopleSoft IconCommand Line: ..\bin\pstools.exeWorking Directory: c:\sybase\bin

2. PeopleSoft prompt Connection Type: RDBMS (2-tier)

Database Name: HRDMOOperator: PS (Upper Case!)Password: PS

3. Click <OK>

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5.2 Under the PeopleCovers5.2 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 5.3 PS Logon Scenario (three-tier connection)(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>

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5.4 Under the PeopleCovers 5.4 Under the PeopleCovers

1. A TCP/IP connection is established between Workstation and Application Server2. The Application Server Domain contains db name (HRDMO)3. Connect HRDMO/PS/PSXXXX4. Retrieves Accessid & Accesspswd from PSOPRDEFN 3. Disconnect as PS4. Connect HRDMO/(dbo)

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6. Troubleshooting6. Troubleshooting

6.1 Workstation Setup/Connectivity6.2 Tools for Troubleshooting6.3 Application Server6.4 Customer Connection

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6.1 Workstation 6.1 Workstation Setup/ConnectivitySetup/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 Troubleshooting6.2 Tools for Troubleshooting

Configuration Manager traces SQL Traces PeopleCode Process Scheduler Logging

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6.3 Application Server6.3 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)?

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6.4 Customer Connection6.4 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:Call Global Support Center For:

Upgrade questions Problems running

reports Technical problems

Potential system bugs

Performance problems

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PeopleSoft Global Support PeopleSoft Global Support CenterCenter

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 EnglishTelephone: (708)836-9113e-mail: Bill_English@peoplesoft.com