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February 11th, 2009

Configuring PeopleSoft Forgotten password site

When first looked into PeopleBooks on how to implement the Fortgot Password functionality, it was very disappoing that the information provided is no where close to a successful implementation. After a deep struggle I was able to set this thing up, but if I look back I felt like “Oh! this is a piece of cake”

Basically you can set this thing in one of two ways.

  1. Setup a separate PIA site for password retrieval.
  2. Using the same site for password retrieval.

Here I’m giving you a step by step instructions to setup a separate PIA site. If you want to use the other type (option 2: using same site), you need to tweak it little bit.

Note: This was tested successfully on PeopleTools 8.45.17 . The procedure might be different for your tools version (may be not).

  1. Shutdown your web server
  2. Install a sepate PeopleSite by going to {PS_HOME}/setup/mpinternet/setup.xxx
  3. Select the same JOLT port number which matches to your application server (Look into psappsrv.cfg or configuration.properties for the other PIA site)
  4. Login to PeopleSoft 3-tier
  5. Create a new permission list called RECOVERPSWD by going to PeopleTools -> Security -> Permissions & Roles -> Permission Lists menu
  6.  

  7. Click on Pages tab and add MAINTAIN_SECURITY menu
  8.  

  9. Click on Edit Components and authorize the component EMAIL_PSWD by going to Edit Pages and Select All    
  10. Click OK , OK and then click Component Interfaces tab of the same permission list, then add a component called USERMAINT_SELF and give Full Access to it by clicking the edit button.
  11.  

     

  12. Go to Web Libraries tab of the same permission list and add the WEBLIB_PORTAL and WEBLIB_PT_NAV web libraries and give the Full Access by clicking the Edit button for the libraries like in the previous step.
  13.  

  14. Create a new role called Forgot Password by going to PeopleTools -> Security -> Permissions & Roles -> Roles menu and add the permission list RECOVERPSWD” to it.
  15. Now create a new user called FPSWD (or whatever you like) and remember the password. Click Id tab and select Id Type as None. On the roles tab add the role Forgot Password role to the user.
  16. Sign out and log back in with the new user id FPSWD to see if you are able to login.
  17. Open a permission list, which have access to all your users (example: ALLPAGES) and on the General tab turn on the checkbox that says “Allow Password to be Emailed?” and save it.
  18. Go to PeopleTools -> Security -> Password Configuration -> Forgotten Password Hint and create a new password hint or you can use one of the delivered hints.
  19. Go to PeopleTools > Security > User Profile > Forgot My Password Email Text to add whatever comments you want returned on the email you are sending to users. You MUST also add <<%PASSWORD>> to the end.
  20.  

  21. Go to “My System Profile”. Make sure that the email address for this user, and any other user profile who will be using this functionality, is filled in and points to an account that you can use to retrieve email from.
  22.  

  23. While still in the “My Profile” click on the link “Change or set up forgotten password help”. Select the appropriate question to ask the user, then fill in the answer that will correctly answer the question. Note that this answer gets converted to all UPPERCASE. Make sure that you save the user profile. ALL Users will be required to set this up BEFORE they can use the Forgot Password link.
  24. Use a text editor to edit the signin.html file in your web server directory that you installed PeopleSoft into (this should be the original site not the site that you just installed). The filename will most likely be something like {PS_HOME)/webserv/peoplesoft/applications/portal/web-inf/psftdocs/ps/signin.html or websphere/appserver/installedapps/peoplesoft/portal/web-inf/psftdocs/ps/signin.html
  25. Find two lines that look like the following by searching for the string “pwd.

    <input TYPE=”password” id=”pwd” name=”pwd” class=”PSEDITBOX”>
    </td>
    Insert a new line after the first one, so that you have something that looks like this:  

    MAINTAIN_SECURITY.EMAIL_PSWD.GBL”>Forgot your password?</A></td>

     Note that the above address is just an example. You would need to find your own URL.

    If you don’t know what is the url you need to add before MAINTAIN_SECURITY in the above string, navigate to PeopleTools–>Security–>User Profiles, and open any content reference in this menu. All the components referenced are in the MAINTAIN_SECURITY menu and therefore they have same url than EMAIL_PSWD.GBL. So copy/paste the URL before MAINTAIN_SECURITY to your link.
      

  26. Now open your configuration.properties file from your web server psftdocs folder and add the following 3 lines and recycle the webs server.
  27. bypasssignon=true
    defaultuserid=FPSWD
    defaultpwd = whatever password you used for this user id.       

  28. Go to PeopleTools -> Web Profile -> Web Profile Configuration , search and select your web profile and under security tab select public access and enter user id and password that your created above.
  29. Now go to the signon page. You should now see a hyperlink right below the password box that says, Forgot your password?” Clicking on this link will take you to a page that allows you to input your user id. Type in the user id that you were logged in as when you did the “My Profile” stuff above.
  30. Then you will be presented with the question that you setup for this user. Type in the correct answer and then you will get the password mailed to you. (Note that you need to setup SMTP settings in your application server configuration. Otherwise this functionality will not work)
  31. Use the new password to logon.
August 25th, 2008

Starting the correct number of PSAPPSRV servers & Performance

The PSAPPSRV is responsible for the majority of the work on the application server.  It is just as important to start enough PSAPPSRVs as it is to not start too many.  By default, each PSAPPSRV has it’s own Cache folder (unless you enabled shared cache).  For example, if you start 10 PSAPPSRV processes and you only have 5-6 users, it will take a very long time to build the cache for all 10 PSAPPSRV processes.  On the other hand, if you have 5 users and 2 PSAPPSRV processes, the cache should get built up pretty quickly and 2 PSAPPSRVs should be able to handle the number of requests coming in from 5 users.

August 25th, 2008

Clearing the Application Server Cache Without Shutting it Down

To delete the server cache, normally we bring down the application server services and deltete the contents under $PS_HOME/appserv/{domain}/cache folder. We can workaround this complicated process by invalidating the current cache. You can use the following command to invalidate the cache.

UPDATE PSSTATUS SET LASTREFRESHDTTM = SYSDATE

Hope this helps some of you guys.

February 22nd, 2008

Difference between Custom Objects and Customized Objects

I know this sounds little stupid for some people, but for some people this is helpful. I know one guy who gets confused all the time with these two terms and comes and asks me all the time. I thought I would list these here and ask him to remember PeopleSoftGuys.com, so that he can come here and read it..

Custom Objects in PeopleSoft: Custom objects are the objects built by a PeopleSoft client to accommodate their business needs.

Customized Objects in PeopleSoft: Customized objects are the delivered objects from PeopleSoft to which the client made some changes to accommodate their business requirements.

February 22nd, 2008

PeopleSoft Change Assistant

 

PeopleSoft change assistant is a standalone application delivered with PeopleTools 8.4x onwards. PeopleSoft change assistant can be used for applying patches and fixes for maintenance updates.

PeopleSoft change assistant grabs all the required information from the Environment Management Hub and uploads it to the PeopleSoft customer connection site. With this environment information, PeopleSoft customer connection will determine what updates should be applied to your environment.

When you access customer connection, you can get a list of all unapplied updates for your given application environment including any prerequisites. So you can download all the change packages and apply the fixes and patches to your environment with very minimal effort.

Make sure you setup environment name by going to  PeopleTools -> PeopleTools Options

Enter the Environment Long Name and Environment Short Name parameters.

PeopleSoft delivers templates for each update in change packages. Whenever you apply updates by using the Apply change package option, change assistant will automatically loads the template into Change Assistant. You can add additional tasks and steps into the template.

Check your PeopleBooks for more detailed information on this.

Note: You can only apply application relates fixes using PeopleSoft Change Assistant. You can not apply PeopleTools fixes / Patches with change assistant. You should use Upgrade Assistant for that purpose.

February 21st, 2008

UNIX Commands to delete older files

Recently I wrote the following UNIX command line code to delete the older files in report repository and log files. I thought it might be useful for some one.

Reports Delete

find /psreports/PSPROD/* -type d -prune -mtime +15 -exec /bin/rm -R {} \;

The above command will delete all the directories under /psreports/PSPROD directory which are 15 days or older.

App Server Logs Delete

find /appserv/PSPROD/LOGS/* -type f -prune -mtime +15 -exec /bin/rm -R {} \;

The above command will delete all the application server log files under /appserv/PSPROD/LOGS directory which are 15 days or older.
Process Scheduler Logs Delete

find /appserv/prcs/PSPROD/LOGS/* -type f -prune -mtime +15 -exec /bin/rm -R {} \;

The above command will delete all the process scheduler server log files under /appserv/prcs/PSPROD/LOGS/ directory which are 15 days or older.
 

 

February 17th, 2008

COMMIT statement usage in PeopleSoft Data Mover

PeopleSoft Data Mover issues COMMIT statements after most successful SQL commands, except for EXPORT and IMPORT commands. But for EXPORT and IMPORT commands, PeopleSoft Data Mover issues a COMMIT after each record. With IMPORT commands you can associate a  SET COMMIT n command, which will perform a COMMIT after the system inserts every n rows.

Example:

SET INPUT C:\PS_CUSTOMER.dat;
SET COMMIT 5000;
IMPORT *;

The example shows that it will import all the data from PS_CUSTOMER.dat file and it will commit the data after every 5000 rows are inserted into PeopleSoft record.

February 17th, 2008

PeopleSoft Data Mover Commands

ENCRYPT_PASSWORD
 Encrypt one or all user passwords defined in PSOPRDEFN table.
  Example: ENCRYPT_PASSWORD ROGERS;

EXPORT
 EXPORT command will be used to export the data from a table or a join of tables and store the result set in a file. You can use the generated export file as input for migrating data to any another platform.
Example:
SET OUTPUT C:\PS_CUSTOMER.dat
EXPORT PS_CUSTOMER;

IMPORT
IMPORT command will be used to Insert data into PeopleSoft tables using the data in an exported file. If a tablespace or table does not exist, this command creates tablespace, table, and indexes for the record, using the information in the exported file, and inserts the data.
Example
SET INPUT C:\PS_CUSTOMER.dat
IMPORT *;
 
REM, REMARK, and –
 These commands will be used to indicate comment statements in the data move scripts.

Example:
REM Example file;
 

February 17th, 2008

PeopleSoft Data Mover Operating Modes

You can connect to PeopleSoft data mover in two modes depending on the previlages that your user id has. The following two are the modes that you can connect to the data mover.

  • Regular mode.

Most of the time you connect using this mode. To sign in to the data mover in regular mode, enter your PeopleSoft user ID and password during sign-in. In regular mode, all data mover commands are valid.

  • Bootstrap mode.

In bootstrap mode, you use a database access ID and access password when signing in to data mover. Typically, we use bootstrap mode for database load. When we create a brand new PeopleSoft database we connect to the data mover in a bootstrap mode. We also use bootstrap mode for running some security commands, such as ENCRYPT_PASSWORD.

February 2nd, 2008

Killing a long running tuxedo service or a query.

Before you kill any service you need to identify the service to be killed. Find out from the database which pid is stuck  or go to /psappsrv and run the psadmin to take a look at the server status to see which query is not idle

Go to /psappsrv location

type psadmin and hit enter
select your domain and choose “TUXEDO command line”

at the command line issue the following command

    >psr   (This will show you the services running)

then type the following at command prompt and hit enter.
    >v  (This will turn on the verbose option)(v again will turn it off)

then type the following command to kill the long running proceess id.
    >shutdown -i 25 -w 30  (-i = server id, -w = delay before forcing the server down (in seconds))

NOTE: Server id should match with your pid in the database query. you need to use the -w option as the service will wait for the clients to finish their transactions