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Getting Started on PeopleSoft
Installation
July 2014
Getting Started on PeopleSoft Installation
SKU igsg_071114
Copyright © 2014, Oracle and/or its affiliates. All rights
reserved.
Trademark Notice
Oracle and Java are registered trademarks of Oracle and/or its
affiliates. Other names may be trademarks of their
respective owners.
Intel and Intel Xeon are trademarks or registered trademarks of
Intel Corporation. All SPARC trademarks are
used under license and are trademarks or registered trademarks
of SPARC International, Inc. AMD, Opteron, the
AMD logo, and the AMD Opteron logo are trademarks or
registered trademarks of Advanced Micro Devices.
UNIX is a registered trademark of The Open Group.
License Restrictions Warranty/Consequential Damages
Disclaimer
This software and related documentation are provided under a
license agreement containing restrictions on use
and disclosure and are protected by intellectual property laws.
Except as expressly permitted in your license
agreement or allowed by law, you may not use, copy, reproduce,
translate, broadcast, modify, license, transmit,
distribute, exhibit, perform, publish, or display any part, in any
form, or by any means. Reverse engineering,
disassembly, or decompilation of this software, unless required
by law for interoperability, is prohibited.
Warranty Disclaimer
The information contained herein is subject to change without
notice and is not warranted to be error-free. If you
find any errors, please report them to us in writing.
Restricted Rights Notice
If this is software or related documentation that is delivered to
the U.S. Government or anyone licensing it on
behalf of the U.S. Government, the following notice is
applicable:
U.S. GOVERNMENT RIGHTS
Programs, software, databases, and related documentation and
technical data delivered to U.S. Government customers are
"commercial computer software" or "commercial technical data"
pursuant to the applicable Federal Acquisition Regulation
and agency-specific supplemental regulations. As such, the use,
duplication, disclosure, modification, and adaptation shall
be subject to the restrictions and license terms set forth in the
applicable Government contract, and, to the extent applicable
by the terms of the Government contract, the additional rights
set forth in FAR 52.227-19, Commercial Computer Software
License (December 2007). Oracle America, Inc., 500 Oracle
Parkway, Redwood City, CA 94065.
Hazardous Applications Notice
This software or hardware is developed for general use in a
variety of information management applications. It is
not developed or intended for use in any inherently dangerous
applications, including applications that may create
a risk of personal injury. If you use this software or hardware in
dangerous applications, then you shall be
responsible to take all appropriate fail-safe, backup,
redundancy, and other measures to ensure its safe use. Oracle
Corporation and its affiliates disclaim any liability for any
damages caused by use of this software or hardware in
dangerous applications.
Third Party Content, Products, and Services Disclaimer
This software or hardware and documentation may provide
access to or information on content, products, and
services from third parties. Oracle Corporation and its affiliates
are not responsible for and expressly disclaim all
warranties of any kind with respect to third-party content,
products, and services. Oracle Corporation and its
affiliates will not be responsible for any loss, costs, or damages
incurred due to your access to or use of third-
party content, products, or services.
Copyright © 2014, Oracle and/or its affiliates. All Rights
Reserved. 3
Contents
Preface
About This Documentation
...............................................................................................
.................................... 5
Understanding This Documentation
...............................................................................................
......................... 5
Typographical Conventions
...............................................................................................
...................................... 5
Products
...............................................................................................
..................................................................... 6
Comments and Suggestions
...............................................................................................
...................................... 7
Chapter 1
Reviewing the PeopleSoft Architecture
...............................................................................................
................. 9
Introducing the Installation Process
...............................................................................................
.......................... 9
Reviewing PeopleSoft Pure Internet Architecture
...............................................................................................
.. 10
Reviewing PeopleSoft Components
...............................................................................................
........................ 11
Reviewing Hardware Requirements
...............................................................................................
....................... 14
Understanding Hardware Requirements
...............................................................................................
............ 15
Defining File Server Hardware Requirements
...............................................................................................
... 15
Defining Application Server Hardware Requirements
..................................................................................... 15
Defining Web Server Hardware Requirements
...............................................................................................
. 16
Defining Process Scheduler Server Hardware Requirements
........................................................................... 16
Defining PeopleTools Development Environment Hardware
Requirements ................................................... 16
Defining End User Workstation Hardware Requirements
................................................................................ 17
Defining Oracle Secure Enterprise Search Hardware
Requirements ............................................................... 17
Chapter 2
Planning Your PeopleSoft Installation
...............................................................................................
................ 19
Understanding Planning and Research
...............................................................................................
.................... 19
Researching Product Information
.................................................................................... ...........
........................... 19
Researching Support Information
...............................................................................................
........................... 20
Determining the PeopleSoft PeopleTools Release Level
................................................................................. 20
Reviewing PeopleSoft Certifications
...............................................................................................
................. 21
Reviewing Maintenance Information
...............................................................................................
................ 21
Assembling Your Installation Team
............................................................................................. ..
....................... 22
Chapter 3
Installing the Software
...............................................................................................
.......................................... 25
Contents
4 Copyright © 2014, Oracle and/or its affiliates. All Rights
Reserved.
Obtaining Installation Files
...............................................................................................
..................................... 25
Assembling Installation Documentation
...............................................................................................
................. 25
Reviewing PeopleSoft PeopleTools Utilities
...............................................................................................
.......... 26
Starting the Installation
...............................................................................................
........................................... 27
Copyright © 2014, Oracle and/or its affiliates. All Rights
Reserved. 5
About This Documentation
This preface discusses:
• Understanding This Documentation
• Typographical Conventions
• Products
• Comments and Suggestions
Understanding This Documentation
This documentation contains information to help you in
planning and preparing for a basic PeopleSoft
installation. It introduces some of the concepts used in the
PeopleSoft installation, and directs you to the resources
you need to study before beginning your installation. As a
general introduction, it would probably be most useful
for new users.
Typographical Conventions
To help you locate and understand information easily, the
following conventions are used in this documentation:
Convention Description
Monospace Indicates a PeopleCode program or other code, such
as
scripts that you run during the install. Monospace is also
used for messages that you may receive during the install
process.
Italics Indicates field values, emphasis, and book-length
publication
titles. Italics is also used to refer to words as words or letters
as letters, as in the following example:
Enter the letter O.
Italics are also used to indicate user-supplied information.
For example, the term domain is used as a placeholder for
the actual domain name in the user's environment. When two
such placeholders are used together, they may be set apart
with angle brackets. For example, the path
<PS_CFG_HOME>/appserv/<domain> includes two
placeholders that require user-supplied information.
Initial Caps Field names, commands, and processes are
represented as
they appear on the window, menu, or page.
lower case File or directory names are represented in lower
case, unless
they appear otherwise on the interface.
Preface
6 Copyright © 2014, Oracle and/or its affiliates. All Rights
Reserved.
Convention Description
Menu, Page A comma (,) between menu and page references
indicates
that the page exists on the menu. For example, "Select Use,
Process Definitions" indicates that you can select the Process
Definitions page from the Use menu.
Cross-references Cross-references that begin with See refer you
to additional
documentation that will help you implement the task at hand.
We highly recommend that you reference this
documentation.
Cross-references under the heading See Also refer you to
additional documentation that has more information
regarding the subject.
" " (quotation marks) Indicate chapter titles in cross-references
and words that are
used differently from their intended meaning.
Note. Note text. Text that begins with Note. indicates
information that you
should pay particular attention to as you work with your
PeopleSoft system.
Important! Important note text. A note that begins with
Important! is crucial and includes
information about what you need to do for the system to
function properly.
Warning! Warning text. A note that begins with Warning!
contains critical
configuration information or implementation considerations;
for example, if there is a chance of losing or corrupting data.
Pay close attention to warning messages.
Products
This documentation may refer to these Oracle products and
product families:
• Oracle® BPEL Process Manager
• Oracle® Enterprise Manager
• Oracle® Secure Enterprise Search
• Oracle® Tuxedo
• Oracle® WebLogic Server
• Oracle's PeopleSoft Application Designer
• Oracle's PeopleSoft Change Assistant
• Oracle's PeopleSoft Change Impact Analyzer
• Oracle's PeopleSoft Data Mover
• Oracle's PeopleSoft Process Scheduler
• Oracle's PeopleSoft Pure Internet Architecture
• Oracle's PeopleSoft Customer Relationship Management
Preface
Copyright © 2014, Oracle and/or its affiliates. All Rights
Reserved. 7
• Oracle's PeopleSoft Financial Management
• Oracle's PeopleSoft Human Capital Management
• Oracle's PeopleSoft Enterprise Learning Management
• Oracle's PeopleSoft Enterprise Pay/Bill Management
• Oracle's PeopleSoft PeopleTools
• Oracle's PeopleSoft Enterprise Performance Management
• Oracle's PeopleSoft Portal
Solution
s
• Oracle's PeopleSoft Staffing Front Office
• Oracle's PeopleSoft Supply Chain Management
• Oracle's PeopleSoft Update Manager
Note. This documentation may refer to both Oracle's PeopleSoft
Portal

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Getting Started on PeopleSoft InstallationJuly 2014.docx

  • 1. Getting Started on PeopleSoft Installation July 2014 Getting Started on PeopleSoft Installation SKU igsg_071114 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any
  • 2. form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle America, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup,
  • 3. redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third- party content, products, or services. Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. 3 Contents Preface About This Documentation ............................................................................................... .................................... 5 Understanding This Documentation ............................................................................................... ......................... 5 Typographical Conventions ............................................................................................... ...................................... 5 Products ............................................................................................... ..................................................................... 6 Comments and Suggestions
  • 4. ............................................................................................... ...................................... 7 Chapter 1 Reviewing the PeopleSoft Architecture ............................................................................................... ................. 9 Introducing the Installation Process ............................................................................................... .......................... 9 Reviewing PeopleSoft Pure Internet Architecture ............................................................................................... .. 10 Reviewing PeopleSoft Components ............................................................................................... ........................ 11 Reviewing Hardware Requirements ............................................................................................... ....................... 14 Understanding Hardware Requirements ............................................................................................... ............ 15 Defining File Server Hardware Requirements ............................................................................................... ... 15 Defining Application Server Hardware Requirements ..................................................................................... 15 Defining Web Server Hardware Requirements ............................................................................................... . 16 Defining Process Scheduler Server Hardware Requirements ........................................................................... 16 Defining PeopleTools Development Environment Hardware Requirements ................................................... 16 Defining End User Workstation Hardware Requirements
  • 5. ................................................................................ 17 Defining Oracle Secure Enterprise Search Hardware Requirements ............................................................... 17 Chapter 2 Planning Your PeopleSoft Installation ............................................................................................... ................ 19 Understanding Planning and Research ............................................................................................... .................... 19 Researching Product Information .................................................................................... ........... ........................... 19 Researching Support Information ............................................................................................... ........................... 20 Determining the PeopleSoft PeopleTools Release Level ................................................................................. 20 Reviewing PeopleSoft Certifications ............................................................................................... ................. 21 Reviewing Maintenance Information ............................................................................................... ................ 21 Assembling Your Installation Team ............................................................................................. .. ....................... 22 Chapter 3 Installing the Software ............................................................................................... .......................................... 25
  • 6. Contents 4 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. Obtaining Installation Files ............................................................................................... ..................................... 25 Assembling Installation Documentation ............................................................................................... ................. 25 Reviewing PeopleSoft PeopleTools Utilities ............................................................................................... .......... 26 Starting the Installation ............................................................................................... ........................................... 27 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. 5 About This Documentation This preface discusses: • Understanding This Documentation • Typographical Conventions • Products • Comments and Suggestions Understanding This Documentation
  • 7. This documentation contains information to help you in planning and preparing for a basic PeopleSoft installation. It introduces some of the concepts used in the PeopleSoft installation, and directs you to the resources you need to study before beginning your installation. As a general introduction, it would probably be most useful for new users. Typographical Conventions To help you locate and understand information easily, the following conventions are used in this documentation: Convention Description Monospace Indicates a PeopleCode program or other code, such as scripts that you run during the install. Monospace is also used for messages that you may receive during the install process. Italics Indicates field values, emphasis, and book-length publication titles. Italics is also used to refer to words as words or letters as letters, as in the following example: Enter the letter O. Italics are also used to indicate user-supplied information. For example, the term domain is used as a placeholder for the actual domain name in the user's environment. When two such placeholders are used together, they may be set apart with angle brackets. For example, the path <PS_CFG_HOME>/appserv/<domain> includes two placeholders that require user-supplied information.
  • 8. Initial Caps Field names, commands, and processes are represented as they appear on the window, menu, or page. lower case File or directory names are represented in lower case, unless they appear otherwise on the interface. Preface 6 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. Convention Description Menu, Page A comma (,) between menu and page references indicates that the page exists on the menu. For example, "Select Use, Process Definitions" indicates that you can select the Process Definitions page from the Use menu. Cross-references Cross-references that begin with See refer you to additional documentation that will help you implement the task at hand. We highly recommend that you reference this documentation. Cross-references under the heading See Also refer you to additional documentation that has more information regarding the subject. " " (quotation marks) Indicate chapter titles in cross-references and words that are used differently from their intended meaning.
  • 9. Note. Note text. Text that begins with Note. indicates information that you should pay particular attention to as you work with your PeopleSoft system. Important! Important note text. A note that begins with Important! is crucial and includes information about what you need to do for the system to function properly. Warning! Warning text. A note that begins with Warning! contains critical configuration information or implementation considerations; for example, if there is a chance of losing or corrupting data. Pay close attention to warning messages. Products This documentation may refer to these Oracle products and product families: • Oracle® BPEL Process Manager • Oracle® Enterprise Manager • Oracle® Secure Enterprise Search • Oracle® Tuxedo • Oracle® WebLogic Server • Oracle's PeopleSoft Application Designer • Oracle's PeopleSoft Change Assistant • Oracle's PeopleSoft Change Impact Analyzer • Oracle's PeopleSoft Data Mover • Oracle's PeopleSoft Process Scheduler • Oracle's PeopleSoft Pure Internet Architecture • Oracle's PeopleSoft Customer Relationship Management
  • 10. Preface Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. 7 • Oracle's PeopleSoft Financial Management • Oracle's PeopleSoft Human Capital Management • Oracle's PeopleSoft Enterprise Learning Management • Oracle's PeopleSoft Enterprise Pay/Bill Management • Oracle's PeopleSoft PeopleTools • Oracle's PeopleSoft Enterprise Performance Management • Oracle's PeopleSoft Portal Solution s • Oracle's PeopleSoft Staffing Front Office • Oracle's PeopleSoft Supply Chain Management • Oracle's PeopleSoft Update Manager Note. This documentation may refer to both Oracle's PeopleSoft Portal