Steps To Customizing A New PeopleSoft Database For UC Riverside

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. Note: Any items below followed by an ??? imply that that feature appears important but is as yet to be determined as such.

I. On the UNIX file system

1) Check and make sure that there is enough disk space for the Application Server. For example, 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. When this goes to 100% capacity, then the portal page will not load at all, although the Application Designer (2 tier) will load.

2) Application Server & Process Scheduler - Locate the PeopleSoft Server

Administration utility, PSADMIN, on both the Application Server and Process Scheduler UNIX machines, eg: tux@ora02:/u06/PT8.44.10/appserv or /u05/PT8.44.10/appserv and run the command ./psadmin in each case. It is the same command for either. For the Process Scheduler, 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, 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

Steps to Customizing a New PeopleSoft Database for UCRFS

Values for config section - 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. 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%. There has been problems with this before. Values for config section SQR SQRBIN=/u05/PT8.44.10/bin/sqr/ORA/bin PSSQRFLAGS=-ZIF%PS_HOME%/sqr/pssqr.unx Print Log=Y Enhanced HTML=Y PSSQR1=%PS_HOME%/UCRsqr PSSQR2=%PS_HOME%/sqr Values for config section - SMTP Settings SMTPServer=smtp.ucr.edu SMTPSender=UCRTM2@ucr.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. 3) Using the utility PSADMIN for the Application Server, enable the Publish/Subscribe services for report distribution. If these are not running, then users will not be able to view their reports via the web. See IV Portal Customizations for more important information about report

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

distribution.

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

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

successfully / The directory where the reports are opt/psreports/<databasename>/ located. <DateThatReportRun>/<ReportID >/ On the Process Scheduler (ORA03) / The configuration file for the process u05/PT8.44.10/appserv/prcs/UCR scheduler TM2 / Process Scheduler log files directory u05/PT8.44.10/appserv/prcs/UCR TM2/LOGS / Where the Process Scheduler initially u05/PT8.44.10/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/PT8.44.10/appserv/prcs/UCR Scheduler configuration files. TM2/Archive / Oracle wallet for Single Signon security etc/ORACLE/WALLETS/DATABASE S /u05/PT8.44/UCRsqr/ SQR programs

II. 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.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(). This code is wrapped. a. Log into Source Safe and navigate to /UCRTM2/Scripts/SSO_Validation_Ticket.fnc b. Check this file out and compile it in PL/SQL. 5) Run the DataMover scripts to migrate the user, role, permission list, etc, information. Please contact Marc Guerra first for his current opinion on migrating users. a. First, run the Export script SECURITYEXPORT.DMS in the new database and save the resulting DAT file under a special name. Mark the file as Read Only. If anything goes wrong, use this file to restore the security structure. b. Next, run the customized Export script UCR_SECURITYEXPORT_NO_USERS.DMS on the development database (FSQA) and save the resulting DAT file under a special name, D:\TEMP\FSQA_SECURITYEXPORT_NO_USERS.DAT.

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

c. Finally, run the Import script SECURITYIMPORT.DMS on the new database to read in the previously exported data, D:\TEMP\FSQA_SECURITYEXPORT_NO_USERS.DAT. d. After running these scripts, the Access password will be corrupted. To correct this, shutdown the Application Server and Process Scheduler and log into the Data Mover (boot strap mode, SYSADM/SYSADM) and execute the following command: CHANGE_ACCESS_PASSWORD SYSADM1 SYSADM. Restart the Application Server and Process Scheduler and try logging into the Application Designer. If that doesnt work, verify that the Connect ID and password are correct. e. Script names: UCR_SECURITYEXPORT_NO_USERS.DMS - This customized script exports all of the PeopleTools security tables EXCEPT the user related information as the upgrade process shouldve already moved the PeopleSoft v6 users. SECURITYIMPORT.DMS - This script imports all of the PeopleTools security tables from the export scripts DAT file. Note: On the file server, the directory to our customized DataMover scripts are: \\snaptestnw\ps88\pt844\scripts_ucr\ 6) After moving the UCR projects in the Application Designer, and creating the tables, drop all the stored procedures and functions and packages. Then, recompile from the source database. 7) Create the tablespaces UCR_PARENT, UCR_CHILD and UCR_GRANDCHILD. This is necessary before trying to create any tables in the Application Designer. This step is NOT complete until you go into the portal and configure these tablespaces. Refer to Section IV - PeopleTools Administration. 8) Update the PS_LEDGER table. 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, LEDGER, ACCOUNT, ' ', --ALTACCT DEPTID, ' ', --OPERATING_UNIT ' ', --PRODUCT FUND_CODE, APPROPRIATION_NBR, --CLASS_FLD PROGRAM_CODE, ' ', --BUDGET_REF AFFILIATE, ' ', --AFFILIATE_INTRA1

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

' ', --AFFILIATE_INTRA2 ' ', --CHARTFIELD1 ' ', --CHARTFIELD2 ' ', --CHARTFIELD3 PROJECT_ID, ' ', --BOOK_CODE ' ', --GL_ADJUST_TYPE CURRENCY_CD, STATISTICS_CODE, FISCAL_YEAR, ACCOUNTING_PERIOD, SUM(ENCUMBERED_AMOUNT), --POSTED_TOTAL_AMT 0, --POSTED_BASE_AMT 0, --POSTED_TRAN_AMT 'USD', --BASE_CURRENCY, SYSDATE, --DTTM_STAMP_SEC, 0 --PROCESS_INSTANCE FROM FSMARC.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, LEDGER, ACCOUNT, ' ', --ALTACCT DEPTID, ' ', --OPERATING_UNIT ' ', --PRODUCT FUND_CODE, APPROPRIATION_NBR, --CLASS_FLD PROGRAM_CODE, ' ', --BUDGET_REF AFFILIATE, ' ', --AFFILIATE_INTRA1 ' ', --AFFILIATE_INTRA2 ' ', --CHARTFIELD1 ' ', --CHARTFIELD2 ' ', --CHARTFIELD3 PROJECT_ID, ' ', --BOOK_CODE ' ', --GL_ADJUST_TYPE CURRENCY_CD, STATISTICS_CODE, FISCAL_YEAR, ACCOUNTING_PERIOD --ENCUMBERED_AMOUNT (POSTED_TOTAL_AMT ) --POSTED_BASE_AMT --POSTED_TRAN_AMT --BASE_CURRENCY, --DTTM_STAMP_SEC, --PROCESS_INSTANCE /

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

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

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

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

2)

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

OR OBJECTID4 = 12) AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE1 FROM PSPROJECTITEM PI WHERE PI.PROJECTNAME IN ('UCR_BEA', 'UCR_BEA_ZERO_DOLLAR', 'UCR_CHARTFIELD_ATTRIBUTES', 'UCR_DENORM_TREE_TABLES', 'UCR_FCT', 'UCR_MANAGE_BATCH_PROCESSES', 'UCR_NCT', 'UCR_PAN', 'UCR_PCT', 'UCR_SQR_DETLFIN', 'UCR_STF', 'UCR_STIP') AND PI.OBJECTID3 = 12) AND OBJECTID3 = 12 MINUS SELECT OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OB JECTVALUE4 FROM PSPROJECTITEM WHERE PROJECTNAME IN ('UCR_BEA', 'UCR_BEA_ZERO_DOLLAR', 'UCR_CHARTFIELD_ATTRIBUTES', 'UCR_DENORM_TREE_TABLES', 'UCR_FCT', 'UCR_MANAGE_BATCH_PROCESSES', 'UCR_NCT', 'UCR_PAN', 'UCR_PCT', 'UCR_SQR_DETLFIN', 'UCR_STF', 'UCR_STIP') AND (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12) ORDER BY OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OB JECTVALUE4 ) b. /**** This will display Record Field Events that are missing PeopleCode from the Upgrade Tab ***/ SELECT DISTINCT OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OB JECTVALUE4 FROM PSPCMNAME WHERE (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12) AND OBJECTVALUE1 IN (SELECT DISTINCT PI.OBJECTVALUE1 FROM PSPROJECTITEM PI WHERE PI.PROJECTNAME IN ('UCR_BEA', 'UCR_BEA_ZERO_DOLLAR', 'UCR_CHARTFIELD_ATTRIBUTES', 'UCR_DENORM_TREE_TABLES', 'UCR_FCT', 'UCR_MANAGE_BATCH_PROCESSES', 'UCR_NCT', 'UCR_PAN', 'UCR_PCT', 'UCR_SQR_DETLFIN', 'UCR_STF', 'UCR_STIP') AND PI.OBJECTID3 = 12) AND OBJECTID3 = 12 MINUS SELECT OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OB JECTVALUE4 FROM PSPROJECTITEM WHERE PROJECTNAME IN ('UCR_BEA', 'UCR_BEA_ZERO_DOLLAR', 'UCR_CHARTFIELD_ATTRIBUTES', 'UCR_DENORM_TREE_TABLES', 'UCR_FCT', 'UCR_MANAGE_BATCH_PROCESSES', 'UCR_NCT', 'UCR_PAN', 'UCR_PCT', 'UCR_SQR_DETLFIN',

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

'UCR_STF', 'UCR_STIP') AND (OBJECTID1 = 12 OR OBJECTID2 = 12 OR OBJECTID3 = 12 OR OBJECTID4 = 12) ORDER BY OBJECTID1,OBJECTVALUE1 ,OBJECTID2,OBJECTVALUE2,OBJECTID3,OBJECTVALUE3,OBJECTID4,OB JECTVALUE4 3) Translate values: Add "FED to "SYSTEM_SOURCE and JRNL_LINE_SOURCE" to translate values in the PeopleSoft Application. Add PRO, "ProCard use tax" to the JRNL_LN_SOURCE fields translate values. 4) The fields UCR_ACCOUNT, UCR_FUND_CODE and UCR_PROG_CODE must be added to the PeopleSoft DERIVED work table.

IV. In the Financial Portal

Data Integrity and Synchronization 1) Run SQR reports a. SYSAUDIT - System Audit b. DDDAUDIT - Data Designer/Database Audit 2) Portal Security Sync Run the Application Engine program after every import of security definitions (users, roles, permission lists, portal registry, etc) Menu: PeopleTools > Portal > Portal Security Sync Note: In PeopleTools 8.42, there were some issues with the integrity of this program. Please research for 8.44.10. 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. a. Go to the permission list UCR_ALLPAGES and the tab PeopleTools. Check on all the checkboxes under the section labeled PeopleTools Permissions. Under the hyperlink Application Designer Access, click on each link Definition Permissions, Tools Permissions and Miscellaneous Permissions and give full access to everything. b. Go to the permission list UCR_ALLPAGES and the tab Query. Under the section Query Permissions, click on the hyperlink Access Group Permissions and add the tree name QUERY_TREE_UCRFS and its access group UCRFS_ACCESS_GROUP. Ensure that this row is Accessible. Next, in the same section, click on the hyperlink Query Profile and click all checkboxes as desired. c. 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, SSOAUTH, FieldDefault, UCR_SIGNON, Checked. 4) If necessary, create guest user accounts for Marc Guerra to test his security model. Use the following URL: https://ldap.ucr.edu/ldap/login

Computing and Communications UC Riverside

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. In the Distribution tab, add the UCR_REPORT_NODE 2) Report Nodes Add a new report node UCR_REPORT_NODE with the following settings (if not mentioned, then use the defaults): Http Information Distribution Node Details URL: http://ora02.ucr.edu/psreports/ps Description: The UCRFS Report Node (See the configuration.properties file for the line ReportRepositoryPath=/opt/psreports) Operating System: UNIX http URI Host: ora02.ucr.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. Verify that the UCRBATCH job has been upgraded and configured appropriately b. Use the document Payables and Purchasing Production Jobs in 8.8 and set up the Payables and Purchasing Job. 5) Daemon Groups If Application Engine processes need to be cron jobbed, then create a daemon group for those Application Engine processes Portal Customizations 1) Structure & Content Verify the menus and access to our UCRFS customizations. Note: Remember that EACS will do all the work for associating a user to their respective roles, however, we must ensure that all the roles exist. 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; PT_LOCAL) Menu: PeopleTools > Portal > Node Definitions > Transactions Action: Add 4 InAsync and 4 OutAsync transactions for the messages: PSRF_FOLDER_CREATE, PSRF_REPORT_CREATE, 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: - making the above changes - enabling the Publish and Subscribe services - 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

Steps to Customizing a New PeopleSoft Database for UCRFS

a. Run the following SQL statement: b.
SELECT * FROM PS_PRCSSEQUENCE You should see 5 rows of data, 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. If not, then execute the following SQL commands (please alter them
according to the rows that are missing): INSERT INTO PS_PRCSSEQUENCE VALUES (3, 0, '1',9999999); INSERT INTO PS_PRCSSEQUENCE VALUES (4, 0, '1',9999999); COMMIT; 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, then just use the following SQL: INSERT INTO PSXLATITEM VALUES ('OBJECTOWNERID', 'UCR', SYSDATE, 'A', 'UCR Financial System', 'UCR', SYSDATE, 'griff', 0); 5) SignOn PeopleCode Enable signon peoplecode to process logins from SSO server. See the project UCR_SSOAUTH for the actual peoplecode. Menu: PeopleTools > Security > Security Objects > Signon PeopleCode Action: Click on Invoke as user signing in and add a row for FUNCLIB_UCR. Note: The project UCR_SSOAUTH must be moved over for this to work and the stored function sso_validation_ticket must also be compiled. It is a wrapped function and may have to be checked out from Source Safe ($/UCRTM2). 6) Menu: PeopleTools > Web Profile > Web Profile Configuration - 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. We are using our own customized Web Profiles and they are named according to the database the portal accesses. Here are the important settings to customize: a. General tab Authentication Domain: .ucr.edu Help URL: http://lascruces.ucr.edu/peoplesoft/PT844Docs/f1search.htm? ContextID=%CONTEXT_ID%&LangCD=%LANG_CD% Enable Report Repository: Checked Report Repository Path: /opt/psreports b. Security tab Important for single signon. Allow Public Access: Checked User ID: VP1 c. Look and Feel tab Important for single signon. Signon Page: redirect_ucrsso.html Logout Page: logout_ucrsso.html

Computing and Communications UC Riverside

Steps to Customizing a New PeopleSoft Database for UCRFS

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

Computing and Communications UC Riverside