Uploading the PeopleSoft project

About this task

This section describes how to upload a new PeopleSoft project related to PeopleTools 8.44, or later, into the PeopleSoft database. The name of the PeopleSoft project is ITWS.

After installing the product, complete the following steps:
  1. Mount the PT844 PeopleSoft project directory or copy it to the workstation from where you launch the Application Designer. HCL Workload Automation installs the PeopleSoft project directories, as shown in the following structure:
    TWS_DIR/methods/
    /---PeopleSoft
            /---PT844
             /---ITWS_PSXA
                     ITWS_PSXA.ini
                     ITWS_PSXA.XML
    TWS_DIR\methods\
    \---PeopleSoft
            \---PT844
             \---ITWS_PSXA
                     ITWS_PSXA.ini
                     ITWS_PSXA.XML
  2. Start the Application Designer and from the sign-on window select to start the Application Designer in tier-two mode by entering the following information:
    • Connection Type: database used; for example, Oracle
    • Database Name: database instance name
    • User ID: PeopleSoft operator name; for example, PS
    • Password of user ID
  3. Using the Application Designer, select Tools -> Copy Project-> From file...
  4. Using the browser, edit the full path to specify the folder where the project that you want to load is located.

    The project is contained in the TWS_DIR/methods/PeopleSoft/PT844 subdirectories on UNIX® and in TWA_home\methods\PeopleSoft\PT844. on Windows.

    After you specify the project folder, a list of projects appears in the Project Name field of the Copy Project From File window.

  5. Choose ITWS_PSXA and click Open. If you already configured ITWS_PSXA (perhaps after installing a fix pack), a confirmation window enquires if you want to replace the existing one. Click Yes.

    The Copy window is displayed showing a list of definition types.

  6. Click Options to select the new settings.
    1. Click Report Filter
    2. Click Select All
    3. Click OK
    4. Click Select All
    5. Click Copy. A progress bar is displayed.
    After loading the project, the PeopleSoft Database contains the following objects:
    • ITWS process type definitions
    • ITWS permissions list
    • ITWS component interfaces
  7. Create the ITWS_ROLE security role. You can use either the PeopleSoft Web GUI or the Application Designer. Follow the steps below:

    From the menu of the PeopleSoft Web GUI:

    1. Select: People tools -> Security -> Permission and Roles -> Roles
    2. Select the Add a new value tab
    3. Type or select ITWS_ROLE in the Role Name field
    4. Select the Permissions list tab -> ITWS -> Save
    From the Application Designer GUI:
    1. Using Maintain Security, edit the ITWS_ROLE window
    2. Select the Permissions list tab -> ITWS -> Save
  8. Grant ITWS_ROLE authority to all users who want to schedule jobs from HCL Workload Automation. You can use either the PeopleSoft Web GUI or the Application Designer. Follow the steps below:
    From the PeopleSoft Web GUI:
    1. Select: People tools -> Security -> User Profiles
    2. Type the user name of the user who wants to schedule jobs from HCL Workload Automation
    3. Select the Roles tab
    4. Add ITWS_ROLE and save
    From the Application Designer GUI:
    1. Using Maintain Security, edit the user name
    2. Select the Roles tab
    3. Add ITWS_ROLE and save
  9. Add the ITWS process type definitions to the required PeopleTools process scheduler. You can use either the PeopleSoft Web GUI or the Application Designer. Follow the steps below:
    From the PeopleSoft Web GUI:
    1. Select PeopleTools -> Process Scheduler -> Servers
    2. Select your PeopleTools server
    3. Add the ITWS_* Type definitions and save
    From the Application Designer GUI:
    1. Select Process Scheduler Manager
    2. Select your PeopleTools server
    3. Add the ITWS_* Type definitions and save
    Note: From the SQL interactive command line, the same task can be performed by the following sample statement, customized for your database environment:
    INSERT INTO PS_SERVERCLASS SELECT o.SERVERNAME,
    o.OPSYS,'ITWS_'||o.PRCSTYPE,o.PRCSPRIORITY,
    o.MAXCONCURRENT FROM PS_SERVERCLASS
    o WHERE (  SELECT count(*) FROM PS_SERVERCLASS i WHERE
    i.SERVERNAME=o.SERVERNAME AND   i.OPSYS=o.OPSYS AND
    i.PRCSTYPE='ITWS_'||o.PRCSTYPE ) = 0 
    AND ( select count(*) from PS_PRCSTYPEDEFN
    a where a.PRCSTYPE='ITWS_'||o.PRCSTYPE AND a.OPSYS=o.OPSYS ) > 0 
  10. Restart the process servers.

You do not need to change the existing HCL Workload Automation job definitions, except for the scheduling nVision process, where the runcontrol ID must be specified using the BUSINESS_UNIT.REPORT_ID convention.

The following is an example of a job definition for the scheduling nVision process:
-process 'NVSRUN' -type nVision-Report -runcontrol AUS01.VARIABLE
where NVSRUN is the process name and AUS01.VARIABLE is the BUSINESS_UNIT.REPORT_ID.