While you set up PeopleSoft, have your PeopleSoft Administrator work with you.
The instructions in this section are for the PeopleSoft 4.0 driver, which supports PeopleTools 8.17 or higher. For the lab implementation, you will set up a PeopleSoft client that can communicate with your PeopleSoft database and with the DirXML engine. You will install the PeopleSoft Service Agent (PSA) and the DirXML Remote Loader on the PeopleSoft client.
NOTE: Details about driver architecture and driver/application relationships are discussed in the driver implementation guides. You can reference driver implementation guides on the DirXML Driver Documentation Web Site.
To prepare a lab workstation to provision resources to PeopleSoft users, complete the following sections:
The computer where you will install the Remote Loader and the driver must be running the following software:
Windows NT 4.0 with Service Pack 5 or higher, or Windows 2000 Service Pack 2 or higher
The appropriate version of the PeopleTools client and Application Server
PeopleSoft Platform
PeopleTools Client Version
PeopleSoft Application Server
PeopleSoft 8.1
PeopleTools 8.17 or higher
PeopleTools 8.17 or higher
The PeopleSoft External API (PSEXTAPI) software
Collecting Configuration Information
You'll need to provide a number of system-specific details when you install and configure Novell Nsure Resources for PeopleSoft. Some of these details can be collected before you complete the following procedures, and others will be defined during the process.
Print and complete the Import Driver Form for PeopleSoft 3.6a, which mirrors the actual form you will fill out in iManager, or print the following table and record information there.
System
Value
IP Address and Port for PeopleSoft Application Server
Before installing a sample project, you should install the PeopleSoft External Application Interface software (PSEXTAPI). The PSEXTAPI requires a Java Virtual Machine because the calls to the application server are done through Jolt. The JVM should be installed on the Operating System where the driver shim (NPS8Shim.dll) runs.
If you don't have the JVM, you can download it from the Microsoft* Download Center (msjavx86.exe); or you can use the JVM supplied with Sun's JDK* 1.2.2. For additional information, please refer to your PeopleSoft documentation.
To install the PSEXTAPI:
Run SETUP.EXE from {PSHOME}\BIN\CLIENT\WINX86_API\
Change the environment path to include the directory: {PSHOME}\BIN\CLIENT\WINX86_API\
Reboot your workstation.
Verifying PeopleSoft's Connection to the JVM: You should verify that PeopleSoft can connect successfully to the JVM. Run jnitest.exe from the PeopleSoft External API directory: {PSHOME}\BIN\CLIENT\WINX86_API\
Installing a Sample Project
Complete the following tasks to install the sample project for testing and configuration purposes:
NOTE: Any references to specific paths in these sections represent the defaults indicated during the installation procedures. Apply the necessary changes if applicable.
Extracting the PSA Files
The PSA project comes as a self-extracting project. To extract the project:
From the location you specified when you installed the components for PeopleSoft, run DIRXML DRIVER 4_0 PSA.EXE. The default location is Novell\NDS\PS.
Click Next, select the destination directory, then click Next to begin extracting the PSA files.
Click Finish to close the extraction process.
The PSA is now ready to be installed into your PeopleSoft environment.
Importing the PSA Project into the PeopleSoft Database
With PeopleSoft 8, projects are now delivered in a cache directory structure, which is similar to the cache structure found within PeopleSoft. With previous versions of PeopleSoft you needed to use the Data Mover script and compare, but this process is no longer necessary.
To import the PSA into the PeopleSoft database:
Connect to the PeopleSoft database as administrator in two tier mode.
From the Application Designer, select File > Copy Project From File.
Click Browse and select the PSA project directory: C:\PSA\PSA-PSA8\.
Click Copy.
With all object types selected, click Copy to copy all project components into the PeopleSoft database.
Building Project Record Definitions
After you have imported the project into the PeopleSoft database, you should build project record definitions and then build project views.
Log into PeopleSoft using an administrator username that has administrative and development rights.
From the Application Designer, select Build > Project.
From Build Options, click Create Tables and Execute SQL Now.
Click Build to create sample project tables. After project tables are created, click Close to close the Build Progress window.
NOTE: You must create project tables before creating the views. Views are created using information from table fields.
From the Application Designer, select Build > Project.
From Build Options, click Create Views and Execute SQL Now.
Click Build to create the sample project views. After views are created, click Close to close the Build Progress window.
Applying Security to the PSA
If you want to set up an account specifically for PSA security (instead of using an administration account), you need to assign security to this account. If you do not apply security, the driver can not access the objects.
From the Application Designer, select Go > PeopleTools > Maintain Security.
Click Use > Roles > General > Add.
In the Add Role field, enter DirXML Administration 4, then click OK.
In the Description field, enter DirXML Administration 4.
Select the Permission Lists tab and click the drop-down arrow in the Permission List column.
For the Permission List value, enter DIRXML, then click OK. The Description field will populate automatically.
Click File > Save.
Click Use > User Profiles > General > Update/Display.
Enter your administrative username as the User ID, then click OK.
Select the Roles tab, then click the last row to add data.
Add the DirXML Administration 4 role to this user, then click Save.
Close and restart the PeopleSoft clients and applications.
Testing Sample PeopleSoft Applications
You can test to ensure transactions are created by entering a new person using the PeopleSoft DirXML sample application. This example uses Departments, so you will need to create a sample department, and then add a person (assigning him or her to that department) to validate that the application works.
To test sample PeopleSoft applications:
From the Application Designer, select Go > DirXML > DirXML Administrator.
From the DirXML Administrator menu, select Use > DirXML Sample Department.
Click an empty Department field row to add sample department, description, and DirXML DN values.
Click Save to add the Department.
From the DirXML Administrator menu, select Use > DirXML Sample People > Add.
Select the ADD button and a valid ID will be entered by default.
Enter data into the various fields for this ID and click Save.
Asterisks represent required fields.
Next you want to validate that an ADD transaction was created by accessing the TRANS01 Application. Select Use > DirXML TRANSACTION01.
Select the Search button.
Verify that the transaction was created and select the transaction.
Figure 14 DirXML Transaction01
Select Use > DirXML Schema 01 > DirXML Schema.
Verify the Schema data on the first tab (Schema 01 A).
Verify that you can update the fields on the second tab (DirXML Schema 01 B).
Select Use > DirXML Trans by Associations. Verify that you can view the data.
Figure 15 DirXML Trans by Associations
Select Use > DirXML Driver Defaults. Verify that you can view the sequence of transactions.
Verify that other Transaction table applications work by clicking Use > DirXML Transaction 02 (03, 04, and so forth.)
NOTE: You can create additional transaction tables (Transaction 02, Transaction 03, and so forth.) However, the delivered sample application is not configured to use these additional transaction tables.
Configuring the Remote Loader for the Driver
If you are running another DirXML Remote Loader service on this computer, such as the Remote Loader for the Exchange driver, stop that service before starting this procedure. Restart the service after completing this Remote Loader installation.
Run the DirXML Remote Loader Configuration Wizard on your desktop.
At the Welcome page, click Next.
Keep the default Command Port number, then click Next.
Keep the default Configuration File Name, then click Next.
In the DirXML Driver dialog box, mark Native, ensure that the PeopleSoft 4.0 driver, NPS8shim.dll, is in the path, then click Next.
In the Connection to DirXML dialog box, leave the default Port settings and unmark SSL.
Record the port number in the table under Collecting Configuration Information , then click Next. This information will be required later during driver parameter configuration.
Set the Trace Level to 3, so that you'll get minimal tracking data for troubleshooting, specify a filename and location for the trace file, then click Next.
NOTE: If you are running multiple Remote Loader sessions on a single computer, you should create separate trace files.
Mark Install the Remote Loader Instance as a Service and click Next.
Set remote and driver passwords.
We recommend keeping remote passwords and driver passwords the same across systems and changing them later when you go to production. Record the passwords in the table under Collecting Configuration Information . This information will be required later during driver parameter configuration.
Click Next, review the summary, then click Finish.
Start the service when prompted.
The PeopleSoft system is prepared to provision resources to employees. Complete preparation of other participating systems, then proceed to Configuring DirXML Drivers .
