Getting Started On PeopleSoft Installation 122015
Getting Started On PeopleSoft Installation 122015
Getting Started On PeopleSoft Installation 122015
Installation
December 2015
Getting Started on PeopleSoft Installation
SKU igsg_December_2015
Preface
About This Documentation ................................................................................................................................... 7
Understanding This Documentation ........................................................................................................................ 7
Typographical Conventions ..................................................................................................................................... 7
Products .................................................................................................................................................................... 8
Comments and Suggestions ..................................................................................................................................... 9
Chapter 1
Reviewing the PeopleSoft Architecture .............................................................................................................. 11
Introducing the Installation Process ....................................................................................................................... 11
Reviewing PeopleSoft Cloud Architecture ............................................................................................................ 12
Reviewing PeopleSoft Pure Internet Architecture ................................................................................................. 12
Reviewing PeopleSoft Components ....................................................................................................................... 14
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 ................................................................................. 21
Reviewing PeopleSoft Certifications ................................................................................................................ 21
Reviewing Maintenance Information ............................................................................................................... 22
Reviewing Hardware Recommendations ............................................................................................................... 22
Understanding Hardware Recommendations ................................................................................................... 22
Defining File Server Hardware Recommendations .......................................................................................... 23
Defining Application Server Hardware Recommendations ............................................................................. 23
Defining Web Server Hardware Recommendations ......................................................................................... 23
Defining Process Scheduler Server Hardware Recommendations ................................................................... 24
Defining PeopleTools Development Environment Hardware Recommendations ........................................... 24
Defining End User Workstation Hardware Recommendations ........................................................................ 24
Defining Oracle Secure Enterprise Search Hardware Recommendations ........................................................ 25
Assembling Your Installation Team ...................................................................................................................... 26
Chapter 3
Installing the Software ......................................................................................................................................... 29
Obtaining Installation Files .................................................................................................................................... 29
Assembling Installation Documentation ................................................................................................................ 29
Reviewing PeopleSoft PeopleTools Utilities ......................................................................................................... 30
Starting the Installation .......................................................................................................................................... 31
Typographical Conventions
To help you locate and understand information easily, the following conventions are used in this documentation:
Convention Description
lower case File or directory names are represented in lower case, unless
they appear otherwise on the interface.
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.
" " (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
10. Use the resources on the PeopleSoft Online Help site to guide you in setting up advanced configurations.
See PeopleSoft Online Help,
http://docs.oracle.com/cd/E17566_01/epm91pbr0/eng/psbooks/psft_homepage.htm.
See Also
PeopleTools: Portal Technology
PeopleTools: Fluid User Interface Developer's Guide
The hardware and software you need to purchase, install, and test before installing your PeopleSoft application
depends on the particular PeopleSoft configuration you choose. The components you need to consider include:
Database Server: Your database server houses your PeopleSoft database. Before beginning the PeopleSoft
installation, you should install the relational database management software (RDBMS) of your choice. There
is a PeopleSoft PeopleTools installation guide for each of the four supported RDBMS platforms.
Your PeopleSoft database needs sufficient disk space to accommodate your operating system, one production
and one test copy of your database, and all log filesthis is in addition to any disk space required for training
or development databases. When you are upgrading to a new PeopleSoft release, you will also need space for
two additional copies of your database. Keep in mind that database sizes vary depending on the PeopleSoft
Application use. Generally, a good practice is to initially oversize your storage media rather than undersize it
and to maximize the amount of RAM on your system.
Note. Depending on your PeopleSoft product, your application-specific installation documentation may
include Demo database sizing information. Find the installation documentation for your PeopleSoft
application on My Oracle Support.
Application Server: The PeopleSoft Pure Internet Architecture consists of the web server and the application
server. You can run an application server on certified Microsoft Windows, UNIX, or Linux operating system
platforms. Your application server should be a powerful machine with enough memory to ensure optimum
performance.
The PeopleSoft application server uses Oracle Tuxedo middleware product, which is designed to enable
distributed application computing. Oracle Tuxedo is packaged with Jolt, which acts as the communications
layer between the web server and the application server. The application server services Jolt requests coming
from the web server by running business logic and interpreting PeopleCode. To implement this service
execution the application server sends SQL statements to the PeopleSoft Database Server. In addition, most of
the PeopleSoft logic occurs on an application serverthis is where pages are run and HTML is generated
before being sent to the web server.
Web Server: A web server is required for the PeopleSoft Pure Internet Architecture. It serves as the link
between the end user's Internet browser and the application server, with which it communicates through
Oracle Jolt.
The web server relays data back and forth between the user workstation and application server. The web
server handles encryption and manages the connections between the browsers. It also caches and serves up
images. This architecture should yield high performance on the network, because it only sends HTML to the
client workstation.
Note. You can set up your web server and application server on the same machine. You also have the
flexibility of setting up a web server on a machine of its own, with the application server on a separate
machine.
Batch Server: Your batch server runs your PeopleSoft batch processes. The term batch server is equivalent to
the term Process Scheduler server. PeopleSoft batch processes, such as COBOL and SQR, are scheduled and
invoked by a Process Scheduler server. The batch server maintains connectivity to the database. Any
computer operating as a batch server must have database connectivity installed so that it can make a two-tier
connection to the PeopleSoft database.
Note. COBOL is not needed for PeopleSoft PeopleTools or for applications that contain no COBOL
programs. If your application contains COBOL programs, you need to purchase a supported Micro Focus or
IBM COBOL compiler.
See "PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft and the Micro Focus COBOL
Compiler" and "PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft and the IBM COBOL
Compiler" on My Oracle Support.
PeopleTools Development Environment: Microsoft Windows-based clients are referred to as the PeopleTools
Development Environment. These clientswhich run on supported Microsoft Windows platformscan
connect to the PeopleSoft database directly using client connectivity software (a two-tier connection) or
through a PeopleSoft application server (a three-tier connection). The PeopleTools Development Environment
is used primarily by application developers or system administrators.
Note. PeopleSoft application servers, batch servers, and web servers are supported on Microsoft Windows
Server operating systems, such as Microsoft Windows 2012 R2. The Microsoft Windows-based client
(sometimes abbreviated "PT Client") is also supported on non-server Microsoft Windows operating systems,
such as Microsoft Windows 7. Be aware that if you choose to run in three-tier mode from the Microsoft
Windows-based client on Microsoft Windows 7, for example, you need to set up your application servers
running on an operating system platform that is supported for PeopleSoft application servers.
File Server: The file server is the environment (or file) repository for the PeopleTools Development
Environment and for the files necessary to perform an upgrade. This includes PeopleSoft Change Assistant
and all of the executables and scripts which are necessary to perform an upgrade. In addition, the file server is
a source repository for COBOL and SQR. You will apply patches and updates to the file server and then copy
the updated files to your other servers.
Note. The method that Oracle uses to deliver PeopleSoft maintenance has changed for PeopleSoft 9.2
applications. See resources on the PeopleSoft Update Manager Home Page, My Oracle Support, Doc ID
1641843.2.
Note. Because the PeopleSoft Installer lets you install files to the designated serverwhether it is an
application server, batch server, database server, web server, and so onthe file server is not used to transfer
the entire contents of your PeopleSoft software files to a file server, as it was in earlier releases, and you will
not need to use the PeopleSoft Server Transfer program to transfer files from your file server to the desired
server. This does not hold true for the DB2 for z/OS platform, which still requires a Microsoft Windows file
server and uses Server Transfer.
Note. You control the establishment of a two-tier or three-tier connection by your choice of login credentials.
The installation guides specify which user name to use for each type of access. In addition to two-tier and
three-tier access, you can access the database using SQL tools that are specific to your RDBMS platform.
End User Workstation: Each employee in your company who needs to use PeopleSoft applications requires a
computer with one of the certified web browsers.
See My Oracle Support, Certifications, for web browsers that are certified for your release.
Under the PeopleSoft Pure Internet Architecture, the browser communicates with the web server via HTTPS.
The web server translates the request and communicates with the application server with Jolt. The application
server interprets these messages and sends SQL to the database server.
Other Hardware/Software: You may need extra hardware and software for optional PeopleSoft functionality
or to support the application you are running. This may include the following:
Application Engine: The PeopleSoft PeopleTools Application Engine is used primarily for batch
processes. It has a GUI definitional "front end" that allows you to define and maintain your Application
Engine programs, and a "back end" that executes the programs that you have defined. The Application
Engine is tightly coupled to the PeopleSoft PeopleTools environment, which results in improved
flexibility and power. For instance, there is tight integration with PeopleSoft PeopleTools objects and
features such as PeopleCode, Business Components, Tree APIs, Application Messaging, and Business
Interlinks. There is also seamless integration into an online application within the same unit of work.
Oracle Secure Enterprise Search: You have the option to use Oracle Secure Enterprise Search (SES) for
application searches. Oracle SES is the search engine on which the PeopleSoft Search Framework relies.
For information on configuring search for your installation using Oracle SES, see the installation guide
specific to your PeopleSoft application.
See PeopleTools: Search Technology.
See PeopleSoft application-specific installation guides on My Oracle Support.
LDAP Server: You have the option to use a Lightweight Directory Access Protocol (LDAP) server for
authentication and authorization.
Reporting Software: Oracle Business Intelligence (BI) Publisher is the strategic PeopleSoft reporting
option provided beginning with PeopleSoft PeopleTools 8.52.
See PeopleTools: BI Publisher for PeopleSoft.
For information on other reporting and analysis tools supported for PeopleSoft systems, see the PeopleSoft
product documentation.
See PeopleTools: Pivot Grid.
See PeopleTools: PS/nVision.
See PeopleTools: Query.
See PeopleTools: SQR for PeopleSoft Developers.
Note. The various servers identified above (application, web, and so on) are considered "logical" servers. Many
can exist on the same machine, although each can also reside on its own machine in a "physical" configuration.
See Also
"Planning Your PeopleSoft Installation," Reviewing Hardware Recommendations
The Install, Upgrade, & Maintain page includes links to recent installation, upgrade, and maintenance
update documentation.
The Product Data Sheets page includes links for data sheets listed by product.
The Social Media & Forums page includes links to PeopleSoft Forums, and Facebook, Twitter, and so on.
The Training page includes links to Oracle University courses, Oracle PeopleSoft Learning Streams, User
Productivity Kit (UPK), and other resources.
The PeopleSoft Planned Features and Enhancements information center provides a high-level view of planned
new features and enhancements for the PeopleSoft product line.
See PeopleSoft Planned Features and Enhancements, My Oracle Support, Doc ID 1966243.2.
The Cumulative Feature Overview tool provides concise descriptions of new and enhanced solutions and
functionality that have become available between starting and target releases.
See Cumulative Feature Overview,
https://apexapps.oracle.com/pls/apex/f?p=10319:18:109747497351098::NO:18:P18_X_PRODUCTLINE,P18
_X_IMG_HID:PT,PT.gif.
The application unlimited policy discusses Oracle's support of PeopleSoft applications.
See Oracle Applications Unlimited, http://www.oracle.com/us/products/applications/035482.htm.
The Release Notes for PeopleSoft PeopleTools and PeopleSoft applications describe the new features for a
release.
To find the release notes, search on My Oracle Support, or use the PeopleSoft Information Portal.
Release Value Propositions for PeopleSoft PeopleTools and PeopleSoft applications.
Release Value Propositions provide an overview of the value proposition that is associated with the new
features and enhancements that are planned for a PeopleSoft PeopleTools release. Use it to help you assess the
business benefits of a PeopleSoft PeopleTools release and to plan your information technology (IT) projects
and investments. To find the Release Value Proposition for your PeopleSoft application, search My Oracle
Support.
Check the advisor webcast page on My Oracle Support (Doc ID 548764.1) for web casts covering new
features and enhancements.
Benchmark performance reports for various PeopleSoft products.
See Oracle PeopleSoft Benchmark White Papers, Oracle Technology Network,
http://www.oracle.com/us/solutions/benchmark/apps-benchmark/peoplesoft-167486.html.
PeopleSoft benchmarks demonstrate our software's performance characteristics for a range of processing
volumes in a specific configuration. Customers and prospects can use this information to determine the
software, hardware, and network configurations necessary to support their processing volumes.
PeopleTools Performance Guidelines Red Paper on My Oracle Support
See My Oracle Support, Doc ID 747389.1.
This is a guide for technical users, installers, system administrators, and programmers who implement,
maintain, or develop applications for Oracle's PeopleSoft Enterprise Applications. This document provides
guidelines on how to diagnose a PeopleSoft Online Transaction environment, including PeopleSoft Pure
Internet Architecture and Portal configuration.
See Also
Lifetime Support Summary for PeopleSoft Releases, My Oracle Support, Doc ID 1348959.1
See Also
Reviewing Hardware Recommendations
In the PeopleSoft Pure Internet Architecture (PIA), the web browser renders the user interface. The web browser
receives the HTML generated by the application server and displays the graphic representation of the HTML. The
CPU speed of the client has a great influence on how fast these HTML pages are rendered. HTML pages for some
PeopleSoft applications can be quite complicated. The web browser should be configured to take advantage of the
HTTP 1.1 Protocol and should also allow adequate disk space for HTML object caching.
Beginning with PeopleSoft PeopleTools 8.54, the PeopleSoft Fluid User Interface is supported on many platforms
for mobile devices, including iOS and Android. The PeopleSoft Fluid User Interface is optimized for mobile
devices. Review the product documentation to consider including this functionality for your end users.
See PeopleTools: Developer's Guide for PeopleSoft Fluid User Interface.
See the Certifications area on My Oracle Support for information on supported mobile devices.
End user workstations for power users must be able to carry out operations such as intensive data-entry,
navigating between many pages, and so on. Power users may require workstations with specifications greater than
the manufacturer's minimum for a given web browser and operating system combination. PeopleSoft products
will function on platforms meeting the manufacturer's minimum requirements for a given web browser and
operating system combination, but will not deliver the optimal user experience for power users.
In addition to the requirements listed above for general users, typical workstations for power users require 8 GB
RAM of memory on the client. Microsoft Windows 7 is the minimum supported operating system version. This
assumes that a typical power user will run three browsers (two for transactions, one for process monitor).
See hardware requirements in Microsoft documentation.
Important! Before installing Oracle's Secure Enterprise Search (SES) we highly recommend that you review our
deployment and sizing recommendations provided in "Oracle Secure Enterprise Search Deployment
Considerations for PeopleSoft 9.2" (Doc ID 1684035.1) found on My Oracle Support. This article provides
information regarding the essential hardware for SES and information to help ensure capacity for peak concurrent
usage of your PeopleSoft 9.2 environment. Failing to follow these recommendations can impact the performance
and stability of your PeopleSoft 9.2 environment.
See Also
Oracle Secure Enterprise Search Administrator's Guide, Oracle Technology Network,
http://www.oracle.com/technetwork/search/oses/documentation/ses-096384.html
PeopleTools: Search Technology
Note. Many customers elect to use Oracle Consulting or other third-party consultants to assist them in various
aspects of their upgrade process. The Oracle web site has more information on Oracle Consulting's upgrade
services. See http://www.oracle.com/us/products/consulting/index.htm.
The PeopleSoft administrator should have a basic understanding of the PeopleSoft system, and should have
the necessary skills to maintain and support the environment. In addition, the PeopleSoft administrator may
need to act as a project manager in interacting with the other administrators and developers who work on the
PeopleSoft system. PeopleSoft administrators should have a working knowledge of:
PeopleSoft system navigation
PeopleSoft windows, menus, and pages, and how to modify them
User accounts
The PeopleSoft administrator should understand the various user account and roles that can be used to
connect to the database.
Your RDBMS and operating system
SQL and SQL command syntax
PeopleTools, including PeopleSoft Data Mover, PeopleSoft Change Assistant, PeopleCode, and
Application Engine
Maintenance, updates, and patches
Application developers
Developers may require SQR, COBOL, PeopleTools, Application Engine, PeopleSoft Query, and PS/nVision
experience, depending upon your customizations. Developers will fill the following roles:
Create and modify customizations to meet business needs.
Document all changes.
Note. The Oracle Software Delivery Cloud web site was formerly named Oracle E-Delivery.
Several chapters in the PeopleSoft PeopleTools installation guides include sections on how to download specific
files from Oracle Software Delivery Cloud. You may be able to skip these sections if your planning process has
helped you to download all the files you need at the beginning of the installation process.
See Oracle Software Delivery Cloud, http://edelivery.oracle.com.
Use the PeopleTools: Data Management product documentation for administration information regarding
using your RDBMS platform in a PeopleSoft installation.
Locate the network administration manuals provided by your network vendor.
Locate the installation and configuration manuals for additional software components used with the
PeopleSoft installation, such as the web server software and Oracle SES for searching.
Note. This Configuration Manager, which is included with PeopleSoft PeopleTools, should not be confused
with the Oracle Configuration Manager, which is used to connect to My Oracle Support.
See the PeopleTools installation guide for your database platform, "Setting Up The Install Workstation."
See PeopleTools: Change Assistant and Update Manager.
Database Configuration Wizard (DCW) is a GUI utility that guides you through the PeopleSoft database
installation. Access the DCW executable from the PeopleSoft PeopleTools installation directory. The
underlying mechanism for the DCW is Data Mover, which is described below.
There are some installation configurations that cannot use the DCW for database setup. These cases are noted
in the installation guides. In these cases, you must create the PeopleSoft database using the manual method.
Manual database creation was used in early PeopleSoft releases, and can also be used to help you troubleshoot
problems.
See the chapters on creating a database in the PeopleTools installation guide for your database platform.
Data Mover is a utility used to manipulate data, run SQL scripts, and control database access and security.
Data Mover runs transparently when you use the DCW. Note that you can use Data Mover to access the
PeopleSoft database using either two-tier or three-tier mode, depending upon the user name and password you
use to log in. You can access it from the workstation program group or from the PeopleSoft PeopleTools
installation directory.
See PeopleTools: Data Management.
PSADMIN is a command-line executable used during the installation to set up and manage application server
domains and Process Scheduler domains. You can access psadmin.exe from the PeopleSoft PeopleTools
installation directory.
See the chapters on configuring the Application Server and setting up Process Scheduler in the PeopleSoft
PeopleTools installation guides.
Application Designer is the core development tool used to build and modify PeopleSoft applications.
In the installation process you use Application Designer to test the two-tier and three-tier connections. You
control whether the connection is two-tier or three-tier by your choice of log in user name and password. You
can access it from the workstation program group or from the PeopleSoft PeopleTools installation directory.
See PeopleTools: PeopleSoft Application Designer Developer's Guide.
PeopleSoft Change Assistant is a standalone application used for software updates, maintenance updates, and
applying patches and fixes. Beginning with the PeopleSoft PeopleTools 8.53 release, Change Assistant
integrates with the PeopleSoft Upgrade Manager for creating change packages.
The installation executable for PeopleSoft Change Assistant is included in the PeopleSoft PeopleTools
installation directory.
See PeopleTools: Change Assistant and Update Manager.
Can use DCW? Read the notes at the beginning of the chapters on creating a database to determine whether the
Database Configuration Wizard is appropriate for your installation.
Database on current PT release? Depending upon which PeopleSoft PeopleTools release was used to build your
PeopleSoft application, you may need to run a series of steps to update the database to the latest PeopleTools
release. The installation guides include guidance on whether to update the database, but you can also get
information from the PeopleSoft certification information on My Oracle Support, as mentioned in an earlier
chapter.
Correct problems and retest. It is a good idea to verify a connection to the database as you proceed through the
stages of the installation. For example, after setting up the application server, the installation guides recommend
that you connect to the database using PeopleSoft Application Designer.
Is COBOL needed? COBOL is not needed for PeopleSoft PeopleTools or for product applications that contain no
COBOL programs. To determine whether your installation requires COBOL, use this COBOL information on My
Oracle Support. Search for the article name "PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft
and the Micro Focus COBOL Compiler" (My Oracle Support, Doc ID 747059.1). The page includes a list of
topics that should help you determine whether you need COBOL for your PeopleSoft installation. Use the tool
included under the question "Which PeopleSoft product lines use Micro Focus COBOL?" to determine whether
your product requires COBOL. A second article, "PeopleSoft Enterprise Frequently Asked Questions About
PeopleSoft and the IBM COBOL Compiler," (My Oracle Support, Doc ID 1211907.1) covers similar information
about the products from IBM.
Additional tasks. Review the discretionary tasks in the second part of the PeopleSoft PeopleTools installation
guides and select those needed for your configuration. For example, the instructions for installing PeopleBooks
are included as an appendix. PeopleSoft PeopleBooks and the My Oracle Support knowledge base also contain
advanced and specialized information that you may be interested in for your configuration, but which is not
needed for a basic installation.
Oracle Secure Enterprise Search or Verity. The software that is supported for searches depends upon which
PeopleSoft application version you are running. The use of Verity software to carry out searches is supported for
PeopleSoft applications with a version 9.1x or earlier. For PeopleSoft applications 9.2 or later, you must install
and configure Oracle SES, and configure the PeopleSoft Search Framework. Using Verity is no longer supported
beginning with PeopleSoft application version 9.2.
See PeopleTools: Search Technology, "PeopleSoft Search Framework Versus Verity Search Engine."