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  1. 1. by Installation Services PeopleSoft 7.5 on MS SQL SERVER/NT Installation Overview & System Administration Training Version 1.0, July 1998
  2. 2. Overview Audience: <ul><li>PeopleSoft System Administrators </li></ul><ul><li>Network Administrators </li></ul><ul><li>Database Administrators </li></ul><ul><li>Unix Administrators </li></ul><ul><li>Workstation Administrators </li></ul>
  3. 3. Agenda <ul><li>1. Installation Activities </li></ul><ul><li>2. System Architecture </li></ul><ul><li>3. Parts of PeopleSoft </li></ul><ul><li>4. Setups (Workstation, File Server, Application Server Database Server, , Essbase Server [if applicable], & Planning Server [if applicable]) </li></ul><ul><li>5. PeopleSoft Logon Process </li></ul><ul><li>6. Troubleshooting </li></ul><ul><li>7. Who to Call </li></ul>
  4. 4. 1. Installation Schedule <ul><li>Select and Install the PeopleSoft products and PeopleBooks from the PeopleSoft CD-ROMs to the File Server </li></ul><ul><li>Install Crystal Reports on the File server or workstation(s) </li></ul><ul><li>Set up the installation workstation </li></ul><ul><li>Connect to the RDBMS and check that the workstation is setup properly </li></ul><ul><li>Create the PeopleSoft DEMO, SYS, and AUD database </li></ul><ul><li>Load the PeopleSoft DEMO, SYS, and AUD database via Datamover </li></ul>
  5. 5. Installation Schedule <ul><li>FTP/Copy source code to the Database Server and Application Server </li></ul><ul><li>Compile COBOL programs </li></ul><ul><li>Link COBOL programs to C & other libraries </li></ul><ul><li>Set up the Process Scheduler </li></ul><ul><li>Select and Install BEA Tuxedo/Jolt from the Tuxedo CD-ROM to the Application Server </li></ul><ul><li>Configure the Application Server </li></ul><ul><li>Install the Essbase Module (server and client) - if applicable (for Budgets only) </li></ul>
  6. 6. Installation Schedule <ul><li>Install Red Pepper Modules (server and client) - if applicable (for Production Planning, Enterprise Planning, and Order promising) </li></ul><ul><li>Setup workstations for PeopleSoft application(s) </li></ul><ul><li>Apply Updates & Fixes if necessary </li></ul><ul><li>Informal testing & debugging </li></ul><ul><li>Backup the PeopleSoft databases </li></ul><ul><li>Setup the Web environment - if applicable </li></ul><ul><li>Perform Acceptance tests </li></ul>
  7. 7. 2. System Architecture <ul><li>2.1 Two-tier Architecture </li></ul><ul><li>2.2 Three-tier Architecture </li></ul><ul><li>2.3 Web Client - Architecture </li></ul><ul><li>2.4 The Application Server </li></ul><ul><li>2.5 Client Comparison </li></ul><ul><li>2.6 Cache Files </li></ul>
  8. 8. 2.1 Two-tier Architecture Client Workstation Database Server Runs Application logic Stores application data and tools data SQL (Sends Statements) Returns Data (Example: PeopleTools 5 & 6 & 7(Two Tier) & 7.5(Two Tier))
  9. 9. 2.2 Three-tier Architecture PeopleTools 7.5 - Windows Client Batch Jobs Windows Client Application Server Request Message Send SQL Receive Data Return Message Process Scheduler SQL PS File Server Database Server Runs Portion of Application logic Services Run Application logic Stores application data and tools data
  10. 10. Three-tier Architecture Components <ul><li>The File Server is where the PS Software is installed to ( from a CD-ROM) </li></ul><ul><li>The Database Server is where the PS databases reside </li></ul><ul><li>The Application Server handles the bulk of PS processing </li></ul>
  11. 11. 2.3 Web Client - Architecture http://www... Application Server Web Server Database Server SQL Web Client URL (http://www…) HTML + Applets Tuxedo Message
  12. 12. Web Client - Architecture Components <ul><li>The Database Server is where the PS databases reside </li></ul><ul><li>The Web Server is used to deploy the PS Application to the Web Client </li></ul>
  13. 13. 2.4 The Application Server <ul><li>Authenticates and monitors users </li></ul><ul><li>Builds Panel Groups </li></ul><ul><li>Saves Panel Groups </li></ul><ul><li>Runs PeopleCode </li></ul><ul><li>Executes SQL </li></ul><ul><li>Runs Remote Calls </li></ul><ul><li>Reduces Network Traffic </li></ul><ul><li>Reduces Database Connections </li></ul><ul><li>Processes Intensive Logic </li></ul><ul><li>Enables the deployment of the Web Client </li></ul>Functionality Benefits
  14. 14. 2.5 Client Comparison <ul><li>Traditional Win 95/NT client </li></ul><ul><li>Written in C++ </li></ul><ul><li>Tuxedo Internet connection (TCP/IP) </li></ul><ul><li>Not easily portable </li></ul><ul><ul><li>Manual Setup required </li></ul></ul><ul><ul><li>Client must be configured </li></ul></ul><ul><li>Power User Focus </li></ul><ul><li>PeopleSoft Cache files </li></ul><ul><li>Full Functionality </li></ul><ul><li>PS over the Web </li></ul><ul><li>Written in Java </li></ul><ul><li>JOLT Internet connection </li></ul><ul><li>Portable </li></ul><ul><ul><li>Automatic Setup </li></ul></ul><ul><ul><li>No client Configuration </li></ul></ul><ul><li>Occasional User Focus </li></ul><ul><li>No PeopleSoft Cache files </li></ul><ul><li>Limited Functionality </li></ul>Windows Client Web Client
  15. 15. 2.6 Cache Files <ul><li>Managed by Application Processor </li></ul><ul><li>To refresh, update lastrefreshdttm in pslock (PeopleBooks) </li></ul><ul><li>Good idea to have priming set of cache files </li></ul><ul><ul><li>New workstations, especially remote ones </li></ul></ul><ul><ul><li>Cache file recovery </li></ul></ul>
  16. 16. 3. Parts of PeopleSoft <ul><li>3.1 Windows Programs </li></ul><ul><li>3.2 Application COBOL </li></ul><ul><li>3.3 SQR Reports </li></ul><ul><li>3.4 Crystal Reports </li></ul><ul><li>3.5 SQL Scripts </li></ul><ul><li>3.6 Process Scheduler </li></ul><ul><li>3.7 Tuxedo/Jolt </li></ul>
  17. 17. 3.1 Windows Programs <ul><li>Reside in N:HR750BIN </li></ul><ul><li>Visual C++, EXEs, DLLs </li></ul><ul><li>Proprietary except PSUSER.C </li></ul><ul><ul><li>Controls login procedure </li></ul></ul><ul><ul><li>Use Microsoft Visual C++ compiler </li></ul></ul>
  18. 18. 3.2 Application COBOL <ul><li>Performs heavy off-line processing </li></ul><ul><li>All COBOL jobs submitted via Process Scheduler </li></ul><ul><li>COBOL can run on Server or Client (2-tier mode only) </li></ul><ul><li>Client COBOL performs up to 30% slower </li></ul><ul><li>All programs use run controls </li></ul><ul><li>Use File Server security to protect COBOL files </li></ul>
  19. 19. 3.3 Structured Query Reports (SQR) <ul><li>All SQR reports are submitted via Process Scheduler </li></ul><ul><li>SQR jobs can run on the Server and the Client (2-tier mode) </li></ul><ul><li>Reports stored in ASCII format </li></ul><ul><li>Functionality: query, update </li></ul><ul><li>Prints using PCL strings </li></ul><ul><li>Place modified SQRs in separate directory </li></ul><ul><li>SYSAUDIT and DDDAUDIT are SQR’s that verify system integrity. </li></ul>
  20. 20. 3.4 Crystal Reports <ul><li>Submitted via Process Scheduler </li></ul><ul><li>Only run under a Windows environment </li></ul>
  21. 21. 3.5 SQL Scripts <ul><li>Execute using your RDBMS’s SQL tool </li></ul><ul><li>Need database Id with privileges to run SQL scripts </li></ul><ul><li>Generally for DBA use only </li></ul><ul><li>Re-building objects </li></ul><ul><li>Some SQL scripts use views only </li></ul><ul><li>Any privileges granted can be used for ad-hoc queries </li></ul>
  22. 22. 3.6 Process Scheduler <ul><li>2 parts: </li></ul><ul><ul><li>One runs on Database Server </li></ul></ul><ul><ul><li>One executes under Windows </li></ul></ul><ul><li>Checks for requests to run SQR and COBOL jobs </li></ul><ul><li>Two copies of all SQR reports and COBOL jobs exist (File Server and Database Server) </li></ul>
  23. 23. 3.7 Tuxedo/Jolt <ul><li>Cobol Dispatcher (Remote Call) </li></ul><ul><li>Panel Group Build and Save Agents </li></ul><ul><li>Object Cache Mannagement Agents </li></ul><ul><li>Application Message Agents </li></ul><ul><li>SQL Services </li></ul><ul><li>Closely integrated with Tuxedo </li></ul><ul><li>Allows Web Client connections </li></ul>Tuxedo Jolt Provides the following services :
  24. 24. 4. Setup Tasks <ul><li>4.1 Workstation </li></ul><ul><li>4.2 File Server </li></ul><ul><li>4.3 Application Server </li></ul><ul><li>4.4 Database Server </li></ul><ul><li>4.5 Essbase Server </li></ul><ul><li>4.6 Planning Server </li></ul>
  25. 25. 4.1 Workstation Setup Tasks <ul><li>Access to file server </li></ul><ul><li>RDBMS Connectivity Software (two-tier) </li></ul><ul><li>TCP/IP Connection to Application Server (three-tier) </li></ul><ul><li>Install Crystal on the Workstation if desired </li></ul><ul><li>Run Configuration Manager in Windows </li></ul><ul><li>Run Folio Setup in Windows </li></ul><ul><li>For Budgets only - install Essbase client </li></ul>
  26. 26. 4.1 Workstation Setup Tasks <ul><li>For Demand Planning, Budgets Explorer, Expenses Traveler, and Remote Order Entry - install Client portion </li></ul><ul><li>Test connection </li></ul>
  27. 27. Crystal Setup Tasks <ul><li>INSTALL TO WORKSTATION </li></ul><ul><li>n:hr750crw60wkcstp32setup.exe </li></ul><ul><ul><li>Select Local install only </li></ul></ul><ul><li>INSTALL TO FILE SERVER </li></ul><ul><li><CDROM>: setup.exe </li></ul><ul><ul><li>Select full Network Install </li></ul></ul>
  28. 28. Configuration Manager <ul><li>N:HR750BINCLIENTWINX86PSCFG.EXE </li></ul><ul><li>Creates workstation directory structure </li></ul><ul><li>Files copied to hard drive: </li></ul><ul><ul><li>Program groups and PS logo bitmap </li></ul></ul><ul><li>Reads from WSSETUP.CFG </li></ul><ul><li>Information Stored in Registry </li></ul><ul><li>Environment Settings: </li></ul><ul><ul><li>SQRDIR (sqr.ini) </li></ul></ul><ul><ul><li>COBDIR and COBSW </li></ul></ul><ul><ul><li>NT and 95 - registry </li></ul></ul>
  29. 29. Configuration Manager <ul><li>Updates Registry location: </li></ul><ul><li>HKEY_Current_User </li></ul><ul><li>Software </li></ul><ul><li>PeopleSoft </li></ul><ul><li>PeopleTools </li></ul><ul><li>Release 7.5 </li></ul>
  30. 30. Workstation Directories <ul><li>c: pscache can grow to 60M </li></ul><ul><li>user </li></ul><ul><li>usercrw </li></ul><ul><li>usersql </li></ul><ul><li>usersqr </li></ul><ul><li>c: emp or windows emp </li></ul>
  31. 31. 4.2 File Server - Directories <ul><li>Directories Description </li></ul><ul><li>_____ bin PS tools executables </li></ul><ul><li>_____ cblbin Cobol executables </li></ul><ul><li>_____ crw Crystal reports </li></ul><ul><li>_____ crwpro Crystal reports product </li></ul><ul><li>_____ data Data Mover files </li></ul><ul><li>hr750______ excel Excel reports </li></ul><ul><li>or _____ nVision nVision reports </li></ul><ul><li>fs750 _____ scripts Sql, Data Mover, etc. files </li></ul><ul><li>_____ setup Workstation, batch xfer, etc. </li></ul><ul><li>_____ sqa51 Sqa robot </li></ul><ul><li>_____ sqr Sqr reports </li></ul><ul><li>_____ src Cobol source code </li></ul><ul><li>_____ tuxedo Tuxedo client support </li></ul><ul><li>_____ appserv App server configuration </li></ul>
  32. 32. 4.3 Application Server <ul><li>Copy files to application Server (only if on separate machine) </li></ul><ul><li>Install Tuxedo (start services on Windows NT) </li></ul><ul><li>Configure Application Server </li></ul>
  33. 33. 4.4 Database Server - Directories appserv $PS_HOME install lst sqr sql bin cblbin src int obj cbl
  34. 34. 4.5 Essbase Server <ul><li>Install Essbase Server </li></ul><ul><li>Configure and start Essbase Server </li></ul>
  35. 35. 4.6 Planning Server <ul><li>Install Planning Server </li></ul><ul><li>Configure and Start Planning Server </li></ul>
  36. 36. 5. PeopleSoft Logon Process <ul><li>5.1 Basic PeopleSoft Logon Scenario - Two Tier </li></ul><ul><li>5.2 Under The PeopleCovers - Two Tier </li></ul><ul><li>5.3 PeopleSoft Logon Scenarion - Three Tier </li></ul><ul><li>5.4 Under The PeopleCovers - Three Tier </li></ul>
  37. 37. 5.1 Basic PS Logon Scenario (two-tier connection) 1. PeopleSoft Icon Command Line: ..inpstools.exe Working Directory: c:sybasein 2. PeopleSoft prompt Connection Type: RDBMS (2-tier) Database Name: HRDMO Operator: PS (Upper Case!) Password: PS 3. Click <OK>
  38. 38. 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
  39. 39. 5.3 PS Logon Scenario (three-tier connection) <ul><li>1. PeopleSoft Icon </li></ul><ul><li>Command Line: ..inpstools.exe </li></ul><ul><li>2. PeopleSoft prompt </li></ul><ul><li>Connection Type: Application Server (three-tier) </li></ul><ul><li>Application Server Name: HRDMO AppServer </li></ul><ul><li>Operator: PS (Upper Case!) </li></ul><ul><li>Password: PSXXXX </li></ul><ul><li>3. Click <OK> </li></ul>
  40. 40. 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)
  41. 41. 6. Troubleshooting <ul><li>6.1 Workstation Setup/Connectivity </li></ul><ul><li>6.2 Tools for Troubleshooting </li></ul><ul><li>6.3 Application Server </li></ul><ul><li>6.4 Customer Connection </li></ul>
  42. 42. 6.1 Workstation Setup/Connectivity <ul><li>Does C:PSCACHE directory exist? </li></ul><ul><li>Are Environment variables set correctly? </li></ul><ul><li>Is the Workstation Logged on to network? </li></ul><ul><li>Are Operator ID and password valid? </li></ul><ul><li>Is login database name/App Server name specified properly? </li></ul><ul><li>Are login operator/password entered properly, in upper case? </li></ul><ul><li>Can you ping the Database Server? </li></ul>
  43. 43. 6.2 Tools for Troubleshooting <ul><li>Configuration Manager traces </li></ul><ul><ul><li>SQL Traces </li></ul></ul><ul><ul><li>PeopleCode </li></ul></ul><ul><ul><li>Process Scheduler Logging </li></ul></ul>
  44. 44. 6.3 Application Server <ul><li>Check for port conflict? </li></ul><ul><li>Can you ping the Application Server? </li></ul><ul><li>Check that COBDIR & COBSW variables set? </li></ul><ul><li>Check that PRDRIVE & PRDBIN variables set? </li></ul><ul><li>Verify Application Server’s IP address and port in Configuration Manager </li></ul><ul><li>Did you boot the Application Server? </li></ul><ul><li>Are there 8 Tuxedo processes running (number varies based on domain being created - small, medium, large)? </li></ul>
  45. 45. 6.4 Customer Connection <ul><li>Customer Connection contains </li></ul><ul><ul><li>Updates & Fixes </li></ul></ul><ul><ul><li>News & Information </li></ul></ul><ul><ul><li>Product Support </li></ul></ul><ul><ul><li>Discussion </li></ul></ul><ul><li>Access via </li></ul><ul><ul><li>Internet at </li></ul></ul>
  46. 46. 7. Who to Call When <ul><li>Account Manager </li></ul><ul><li>Global Support Center </li></ul><ul><li>PeopleSoft Installer </li></ul>
  47. 47. Call Account Manager For: <ul><li>Project implementation </li></ul><ul><li>Training </li></ul><ul><li>New release information </li></ul><ul><li>Upgrade Planning </li></ul><ul><li>Customization planning </li></ul><ul><li>Billing and administrative issues </li></ul>
  48. 48. Call Global Support Center For: <ul><li>Upgrade questions </li></ul><ul><li>Problems running reports </li></ul><ul><li>Technical problems </li></ul><ul><li>Potential system bugs </li></ul><ul><li>Performance problems </li></ul>
  49. 49. PeopleSoft Global Support Center <ul><li>1-800-477-5738 (4 PPLSFT) </li></ul><ul><li>Customers can submit cases through the Call Center </li></ul><ul><li>Customers can enter Cases via Customer Connection </li></ul><ul><li>Close log message box for finished logs </li></ul><ul><li>Production Critical live line </li></ul><ul><li>Customers will have access to a knowledge based Database via the Web </li></ul>
  50. 50. Call me for: <ul><li>Installation-Specific questions </li></ul>Bill English Telephone: (708)836-9113 e-mail: