Change Assistant: not showing up the environment name and system

Change Assistant not showing up the environment name and system type

While uploading the Environment to the peoplesoft gateway. The XML file is not including the environment name and system type.

Solution:

This happens when there is no environment name and system type not mentioned in PeopleTools options. Use the following navigation.

PeopleTools -> Utilities -> Administration -> Peopletools Options

you will then have to do a recrawl and upload to see the environment name.

Unable to connect to RenServer

When One of our functional People running a report from the page they were getting the following error.

Unable to connect to RenServer

Solution:

I verified the Ping Test and Buffer Test by going to RenServer cluster, everything was working Normal. Then I changed the machine name to Lower Case and I was able to run the report successfully.
Strange isn’t it ?.

Changing Access ID and Access Password


If you need to change the both Access Id and Access Password follow the following steps.

UPDATE PSSTATUS SET OWNERID = ‘ACCESSID’
UPDATE PSACCESSPRFL SET ACCESSID = ‘NEW_ACCESS_ID’, SYMBOLICID = ‘SYMBOLIC_ID’, ACCESSPSWD = ‘NEW_ACCESS_PASSWORD’, ENCRYPTED = 0

This AccessID should have dbo access when it created on database server.

Note: No need to encrypt this, when you open the application designer first time, it will automatically encrypt and update the PSACCESSPRFL table.

If you need to change the access password, change the password for that user at the database level and open Application Designer then go to Miscellaneous Definitions - > Access Profiles.

REN server with DNS alias issue

I was getting REN server communication failed eror when I try to ping from REN Server cluster page, After changing the URL from machine name to a DNS alias.

Workaround:

Go to PeopleTools -> REN Server Configuration -> REN Server Cluster
Replace your machine name in Cluster URL and Browser URL point to your DNS name.
Recycle Your Application Server

(SQR 4045) Function or operator ‘dateadd’ requires date

(SQR 4045) Function or operator ‘dateadd’ requires date argument. The above error will show up if you use dateadd function in SQR and didn’t declare the variable as date. use the following example.

declare-variable
date $sunday
end-declare

….
let $date1 = dateadd($sunday,’minute’,1)

PeopleSoft FAQs

1. Where do you do the development in PeopleSoft ?.
A. Using Application Designer.

2. How do you trace in PeopleSoft ?.
A. When you go to 3-tier login screen you will see a link for Trace, there you will specify the trace settings.

3. How do you run an SQR in PeopleSoft ?.
A. You can run in 2 ways
i) On client side using SQRWIN.exe
ii) On Server using Process Scheduler (Process Scheduler is also called as Batch Server).

4. How do you run an online job or process in PeopleSoft ?.
A. You can run using a Run Control page, once you click the run button it will submit the job to Process Scheduler. to check the status of submitted job click on Process Monitor link.

5. How do you check the process status in peoplesoft ?.
A. go to PeopleTools -> Process Scheduler -> Process Monitor.

6. How do you design a query in PeopleSoft ?.
A. Can be designed in 2 ways

i) Open App Designer then PeopleTools - > Query
ii) Login into 3-tier then go to Reporting Tools -> Query -> Query Manager.

7. What do you need to do to see a table in query designer ?.
A. Table needs to be added to a Tree to see the table.

8. How do you convert Panels to Pages ?.
A. Add all the Panels to a project and login to 3-tier (web) and go to PeopleTools -> Utilities -> Administration -> Convert Panels to Pages.

9. What are Translate values ?.
A. Transalate values will be assigned to fields where you will have a common 3 character values for example Federal ID filed could have values like SSN , TIN .

10. What is a Prompt Table ?.
A. Prompt table is used to prompt the valid values for a specific filed on a page. Prompt table can be a view or a table.

11. What are the major section in an SQR ?.
A. The main section is Begin-Program and End-Program, Begin-Procedure and End-Procedure.

12. How do you write a SQL statement in an SQR ?.
A. for select BEGIN-SELECT and END-SELECT for other BEGIN-SQL and END-SQL.

13. How do you debug an SQR program ?.
A. By putting Display and Show statements in the program and then check the out put file or use debug statement.

14. What output extension does the SQR will have if you run it from a client ?.
A. It can be .spf or .lis based on the SQR flag set.

15. What kind of out put you can get when you run from web (3-tier) ?.
A. It can be PDF, HTML, e-mail , LIS etc..

16. What is report repository ?.
A. Once the process scheduler finishes processing it will post the out put files to Report repository.

17. What is Report Manager ?.
A. Report manager can be used to see the reports in the report repository.

18. How do you see the newly created Component in the 3-tier menu.
A. You need to register the component by using Application Designer.

Inserting Objects in to Project Automatically

Objective:
Developer needs to include all his objects when they modified and saved into the project.

Method:
The following method shows you how to insert an object automatically into a project when you modified and saved or deleted.

1. Open Application Designer.
2. Click on Tools - > Options
3. Under Insert Definition into Project, select ‘When definition is modified ….’ Option.
4. Under Related Definitions options, select ‘Prompt user to pick ….’ Option.
5. Click OK.

Crystal Reports Print Engine error

I got the following error, when I tried to run a barcode report to PDF ouput type.

Crystal Reports Print Engine error text: Error in File d:\pt8.44tst\crw\eng\po003.rt:
Operation not yet t:
Operation not yet implemented. %6 %7 %8 %9 (65,30)
Message Set Number: 65
Message Number: 30
Message Reason: Crystal Reports Print Engine error text: Error in File d:\pt8.44tst\crw\eng\po003.rt:
Operation not yet t:
Operation not yet implemented. %6 %7 %8 %9 (65,30)


Resolution:

This was causing because crystal reports is not able to export the barcode fontware (wasp) we are using to a PDF. To workaround be either use a different barcode fontware which is compatinle with Acrobat or choose different output type, when you submit the process to Process Scheduler.

Common Financials Terms Used

 Pre-encumbrance: Amount that you expect to spend, but which you have no legal obligation to spend. A requisition is a typical pre-encumbrance transaction.

 Encumbrance: Amount that you have a legal obligation to spend in the future. Issuance of a purchase order to a vendor is a typical encumbrance transaction.

 Planned: A free-form non-actuals amount. Can be used as a memo entry or an entry to estimate future spending. Can also be used to record third-party source transactions that precede pre-encumbrance documents. The latter usage requires defining a new source transaction type.

 Recognized Revenue: Revenue that you have booked and expect to receive.

 Business Unit: A business unit is an organizational entity which maintains its own transaction data.

 Transaction Tables: Transaction tables store data about day-to-day business activities. Transaction tables in PeopleSoft are keyed in by Business Unit.

 Control Tables: Control tables store information that define the accounting structure and processing rules that are used when transactions are entered into your PeopleSoft applications. Control tables include master lists such as customers, vendors, products, items, and chart of accounts. Control tables are static; they change only when you perform specific maintenance, appropriate to changes in your business policies. Most PeopleSoft tables are keyed by Table Set Identifier, rather than by Business Unit. In addition, most are effective-dated.

 TableSet Id: Most data recorded in control tables is stored by Table Set ID (also called as SetID). Whenever your enter information in control table, you must enter the SetID to establish the ownership of that information. A grouping of data that is keyed by the same SetID is called a TableSet.

 Record Groups: The control tables used by each of the financial and distribution applications are grouped by function into record groups. A record group is a set of logically and functionally related control tables and views. All tables in the same record group will have the same key on each table.

 Record Group Control: In the TableSet record group control panel, you specify which SetID you want a business unit to use for each record group. You can specify a single SetID for all Record Groups or a combination of any number of SetIDs.

 TableSet Sharing: TableSet sharing allows different business units to use, or share, the same control information.

Exporting Compare Reports to Excel

I felt that having upgrade compare reports produced in CSV or HTML format was a greatest help to the entire team. It will be very easy keep track of decision made for each and every object and possibly put some comments about the upgrade action taken.

You need tweak the regedit setting on the PC where you run the compare report in the following way.

1. Click on Start Menu - > Run
2. Type Regedit

3. Click on HKEY_CURRENT_USER

4. Click on Software

5. Click on PeopleSoft - > PeopleTools -> Release8.40

6. Click on PSIDE

7. Right Click on PSIDE and Select New DWORD value and create the following DWORD values.
UpgHtmlOutput - for HTML output
UpgTextOutput - for tab delimited text
UpgCsvOutput - for comma delimited CSV output

8. Double click on the DWORD and Set each value to 1 that you want to create reports for. To turn off, set value to 0, or delete the entry.

9. Now run the compare reports and you will have your compare reports in HTML , CSV or Text format files in the same directory as it was for PRT files.