PeopleSoft Enterprise Financials/Supply Chain Management 9.1 for Argentina Installation APRIL 2011 PeopleSoftEnterpriseFinancials/SupplyChainManagement9.1forArgentina Installation SKU ifscm91ARG.xml Copyright © 2011 Oracle. All rights reserved. Trademark Notice OracleisaregisteredtrademarkofOracleCorporationand/oritsaffiliates.Othernamesmaybetrademarksoftheir respectiveowners. LicenseRestrictionsWarranty/ConsequentialDamagesDisclaimer Thissoftwareandrelateddocumentationareprovidedunderalicenseagreementcontainingrestrictionsonuseand disclosureandareprotectedbyintellectualpropertylaws.Exceptasexpresslypermittedinyourlicenseagreement orallowedbylaw,youmaynotuse,copy,reproduce,translate,broadcast,modify,license,transmit,distribute, exhibit,perform,publishordisplayanypart,inanyform,orbyanymeans.Reverseengineering,disassembly,or decompilationofthissoftware,unlessrequiredbylawforinteroperability,isprohibited. Warranty Disclaimer Theinformationcontainedhereinissubjecttochangewithoutnoticeandisnotwarrantedtobeerror-free.Ifyoufind anyerrors,pleasereportthemtousinwriting. Restricted Rights Notice IfthissoftwareorrelateddocumentationisdeliveredtotheU.S.Governmentoranyonelicensingitonbehalfofthe U.S.Government,thefollowingnoticeisapplicable: U.S.GOVERNMENTRIGHTS Programs,software,databases,andrelateddocumentationandtechnicaldatadeliveredtoU.S.Governmentcustomers are“commercialcomputersoftware”or“commercialtechnicaldata”pursuanttotheapplicableFederalAcquisition Regulationandagency-specificsupplementalregulations.Assuch,theuse,duplication,disclosure,modification,and adaptationshallbesubjecttotherestrictionsandlicensetermssetforthintheapplicableGovernmentcontract,and, totheextentapplicablebythetermsoftheGovernmentcontract,theadditionalrightssetforthinFAR52.227-19, CommercialComputerSoftwareLicense(December2007).OracleUSA,Inc.,500OracleParkway,RedwoodCity, CA94065. Hazardous Applications Notice Thissoftwareisdevelopedforgeneraluseinavarietyofinformationmanagementapplications.Itisnotdeveloped orintendedforuseinanyinherentlydangerousapplications,includingapplicationswhichmaycreatearisk ofpersonalinjury.Ifyouusethissoftwareindangerousapplications,thenyoushallberesponsibletotakeall appropriatefail-safe,backup,redundancyandothermeasurestoensurethesafeuseofthissoftware.Oracle Corporationanditsaffiliatesdisclaimanyliabilityforanydamagescausedbyuseofthissoftwareindangerous applications. Third Party Content, Products, and Services Disclaimer Thissoftwareanddocumentationmayprovideaccesstoorinformationoncontent,productsandservicesfromthird parties.OracleCorporationanditsaffiliatesarenotresponsibleforandexpresslydisclaimallwarrantiesofanykind withrespecttothirdpartycontent,productsandservices.OracleCorporationanditsaffiliateswillnotberesponsible foranyloss,costs,ordamagesincurredduetoyouraccesstooruseofthirdpartycontent,productsorservices. Contents Preface About This Documentation..................................................................................xi Understanding This Documentation..................................................................................xi Audience..................................................................................................................xi Typographical Conventions............................................................................................xii Products.................................................................................................................xiii Related Information....................................................................................................xiv Comments and Suggestions..........................................................................................xiv Chapter 1 Part I: Common Elements to Install PeopleSoft FMS, ESA, SFO, and SCM Applications for Argentina....................................................................................1 Understanding Part I.....................................................................................................1 Using Oracle E-Delivery to Obtain Installation Files.................................................................1 Chapter 2 Installing PeopleSoft PeopleTools and Creating the PeopleSoft Enterprise Financials/Supply Chain Management Database for Argentina......................................3 Prerequisites..............................................................................................................3 Installing PeopleSoft PeopleTools and Creating the PeopleSoft FSCM Database..............................3 Verifying the PeopleSoft PeopleTools Version....................................................................4 Reviewing the PeopleSoft FSCM Demo Database Sizing Information........................................4 Reviewing EDM Pool Considerations..............................................................................4 Setting Up Installation Defaults for the PeopleSoft FSCM System Database................................4 Deleting Summary Trees for the PeopleSoft FSCM System Database.......................................4 Chapter 3 Configuring Application SQRs and COBOL for DB2 and the OS/390 Server for Argentina..........................................................................................................7 Understanding SQR and COBOL Processing on the DB2 z/OS Server..........................................7 Allocating Data Sets on the OS/390 File Systems...................................................................7 Modifying the JCL Shells................................................................................................9 Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. iii Contents Chapter 4 Setting Database Requirements to Run the ChartField Configuration Process for Argentina........................................................................................................11 Understanding Database Requirements for the ChartField Configuration Process for Argentina... ........11 Defining Settings to Run ChartField Configuration.................................................................11 Chapter 5 Part II: Installing PeopleSoft FMS, ESA and SFO Applications for Argentina.......... ........13 Understanding Part II..................................................................................................13 Chapter 6 Installing PeopleSoft 9.1 General Ledger for Argentina.............................................15 Prerequisites............................................................................................................15 Changing a URL Definition for General Ledger File Import (Optional)..........................................15 Defining an Environmental Variable on a Process Scheduler Server...........................................16 Running File Import Processes Using the z/OS Database........................................................16 Chapter 7 Installing and Setting Up Forms Processing for PeopleSoft Enterprise 9.1 Grants for Argentina...................................................................................................17 Understanding Forms Processing for Argentina...................................................................17 Downloading the Forms from the Sponsor Web Sites.............................................................18 Setting Up the Forms URL Maintenance Area in PeopleSoft.....................................................18 Entering the Names of the PDF Templates (Optional).............................................................19 Printing the Forms (Optional).........................................................................................20 Viewing Reports........................................................................................................21 Chapter 8 Installing PeopleSoft Enterprise 9.1 Expenses for Argentina......................................23 Configuring PeopleSoft Integration Broker..........................................................................23 Understanding the PeopleSoft Integration Broker Configuration.............................................23 Setting Up Quick Configuration...................................................................................23 Setting Up Gateways...............................................................................................24 Activating the Local Domain.......................................................................................27 Activating Queue Definitions......................................................................................27 Setting up Service and Handlers.................................................................................28 iv Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. Contents Verifying the Message Channel Status..........................................................................30 Configuring the Employee Portal Servlet URL......................................................................31 Installing Oracle iReceipts for Your Apple iPhone..................................................................31 Prerequisites........................................................................................................31 Verifying Correct Namespaces for Messaging..................................................................32 Setting Up Web Services for My Wallet Transactions.........................................................33 Setting Up Service Operations for My Wallet Transactions...................................................35 Chapter 9 Installing PeopleSoft Enterprise 9.1 Pay/Bill Management for Argentina............... ........39 Understanding PeopleSoft Enterprise 9.1 Pay/Bill Management for Argentina................................39 Prerequisites............................................................................................................39 Verifying Integration Points............................................................................................40 Understanding Integration Points Verification...................................................................40 Setting Up Node Definitions for Single Signon.................................................................40 Setting Up Portal Nodes...........................................................................................44 Setting Up Single Signon..........................................................................................48 Setting Up Integration Gateways.................................................................................49 Activating Local Domains..........................................................................................55 Activating Queue Definitions......................................................................................56 Setting up the Delivered Service Operations...................................................................58 Checking the Installation Table for PeopleSoft HCM and PeopleSoft FSCM...................................58 Checking the Installation Table for PeopleSoft HCM..........................................................58 Checking the Installation Table for PeopleSoft FSCM.........................................................59 Chapter 10 Installing PeopleSoft Enterprise 9.1 ESA and FSCM Portal Packs for Argentina..............61 Granting Access to Navigation Pages...............................................................................61 Granting Access to Personalize the Portal Homepage............................................................61 Enabling Pagelet Creation and Access with Portal Utilities.......................................................61 Chapter 11 Integrating PeopleSoft Enterprise 9.1 Project Costing and Program Management for Argentina with Microsoft Project 2007...............................................................63 Understanding the PeopleSoft-Microsoft Project Integration.....................................................63 Installing the PeopleSoft-Microsoft Project Integrator.............................................................63 Configuring the PeopleSoft-Microsoft Project Integrator..........................................................64 Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. v Contents Chapter 12 Defining an FTP Server for File Attachments in PeopleSoft Enterprise 9.1 Project Costing for Argentina........................................................................................67 Understanding File Attachment Storage.................................................................... ........67 Setting Up File Attachment Storage on the Database.............................................................67 Setting Up File Attachment Storage on a File Server..............................................................67 Chapter 13 Setting Up PeopleSoft Enterprise 9.1 Staffing Front Office for Argentina.......................69 Setting Up Document Attachments..................................................................................69 Setting Up the Verity Search Engine (Optional)....................................................................71 Chapter 14 Integrating PeopleSoft Transaction Billing Processor with PeopleSoft Customer Relationship Management for Argentina................................................................73 Understanding PeopleSoft Transaction Billing Processor and PeopleSoft CRM Integration.................73 Turning On and Activating the Integration Queues................................................................73 Turning On and Activating the Integration Services and Routings...............................................74 Transforming the Contract Transaction Service....................................................................80 Chapter 15 Installing PeopleSoft Enterprise 9.1 Maintenance Management for Argentina with Microsoft Project 2007.......................................................................................85 Prerequisites............................................................................................................85 Installing the PeopleSoft PeopleTools Process Scheduler on a Microsoft Windows Machine....... ........85 Installing Microsoft Project 2007......................................................................................86 Configuring the Microsoft Project Integration Process.............................................................86 Chapter 16 Integrating PeopleSoft Enterprise 9.1 Asset Management for Argentina with eCenterOne Space Management Solution (Optional).................................................89 Understanding the Integration with eCenterOne Space Management..........................................89 Installing the Target Connector for eCenterOne....................................................................90 Configuring the Local Gateway and Connector Properties.......................................................90 Running Message Channel...........................................................................................93 Activating the Domain for Asynchronous Messaging..............................................................93 vi Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. Contents Activating Routings, Service Operations, and Updating Transaction Routings Properties........... ........95 Testing the eCenterOne Node........................................................................................96 Activating the Space Management Install Option..................................................................97 Verifying the Integration...............................................................................................99 Verifying Node Definitions.........................................................................................99 Verifying Service Operations.....................................................................................100 Chapter 17 Integrating PeopleSoft 9.1 Asset Management for Argentina with Physical Inventory Solutions..........................................................................................103 Understanding PeopleSoft 9.1 Asset Management and Physical Inventory Integration.....................103 Configuring the Local Gateway......................................................................................103 Configuring the Inbound Nodes.....................................................................................104 Activating Service Operations.......................................................................................106 Running Message Channel..........................................................................................110 Activating the Domain for Asynchronous Messaging.............................................................111 Chapter 18 Integrating PeopleSoft Enterprise 9.1 IT Asset Management for Argentina with Network Inventory Discovery Systems.................................................................115 Understanding the Integration of PeopleSoft 9.1 IT Asset Management with Network Inventory Discovery Systems....................................................................................................115 Configuring the Local Gateway......................................................................................115 Configuring the Inbound Nodes.....................................................................................116 Activating Service Operations.......................................................................................118 Managing Queue Status..............................................................................................121 Activating the Domain for Asynchronous Messaging.............................................................122 Chapter 19 Part III: Installing PeopleSoft SCM Applications for Argentina....................................125 Understanding Part III.................................................................................................125 Chapter 20 Installing PeopleSoft Enterprise 9.1 eProcurement for Argentina................................127 Understanding PeopleSoft Enterprise eProcurement 9.1 for Argentina........................................127 Installing PeopleSoft eProcurement CUP Item Export...........................................................127 Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. vii Contents Chapter 21 Configuring eMail URLS in PeopleSoft SCM Applications for Argentina.......................131 Understanding eMail Configuration for Argentina.................................................................131 Configuring eMail URLs for Item Loader Exceptions.............................................................131 Configuring eMail URLs for Supplier Facing Applications.......................................................132 Configuring eMail URLs for eBill Payment.........................................................................133 Chapter 22 Setting Up PeopleSoft Enterprise 9.1 Supplier Contract Management for Argentina........135 UnderstandingthePeopleSoftEnterprise9.1SupplierContractManagementSetupforArgentina........135 Chapter 23 Setting Up PeopleSoft SCM Pagelets for Argentina.................................................137 Accessing Pagelets...................................................................................................137 Enabling Pagelet Creation and Access with Portal Utilities......................................................137 Chapter 24 Granting Access to Navigation Pages in PeopleSoft SCM for Argentina.......................139 Adding User Roles to All User IDs..................................................................................139 Chapter 25 Accessing PeopleSoft Financials, ESA, and SCM Applications for Argentina in PeopleSoft Enterprise 9.1 Portal Solutions............................................................141 Accessing Applications...............................................................................................141 Appendix A Configuring PeopleSoft Enterprise 9.1 Asset Management with eCenterOne Space Management Solution.......................................................................................143 Appendix B Configuring PeopleSoft Enterprise 9.1 IT Asset Management with Network Discovery Systems..........................................................................................145 viii Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. Contents Index ............................................................................................................147 Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved. ix Contents x Copyright©2011,Oracleand/oritsaffiliates. Allrightsreserved.