People Soft HRMS 91 Feature Pack DEC 2010 Install Guide
People Soft HRMS 91 Feature Pack DEC 2010 Install Guide
People Soft HRMS 91 Feature Pack DEC 2010 Install Guide
December 2010
PeopleSoft Enterprise Human Resources Management System 9.1 Feature Pack December 2010
Installation
SKU ihrms91FP2010inst_120710
Copyright © 2010 Oracle. All rights reserved.
Trademark Notice
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their
respective owners.
Warranty Disclaimer
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find
any errors, please report them to us in writing.
Preface
About This Documentation......................................................................... . . . . . . . . v
Understanding This Documentation......................................................................... . . . . . . . . v
Audience......................................................................................................... . . . . . . . . v
Typographical Conventions... ................................................................................ . . . . . . . . vi
Products......................................................................................................... . . . . . . . . vii
Related Information............................................................................................ . . . . . . . .viii
Comments and Suggestions.................................................................................. . . . . . . . .viii
Chapter 1
Installing PeopleSoft Enterprise Human Resources Management System 9.1
Feature Pack December 2010 Applications..................................................... . . . . . . . . 1
Using Oracle E-Delivery to Obtain Installation Files....................................................... . . . . . . . . 2
Preparing for the Installation.................................................................................. . . . . . . . . 2
Verifying the PeopleSoft PeopleTools Release.......................................................... . . . . . . . 2
Verifying the Demo Database Size........................................................................ . . . . . . . 2
Running the HRINSSYS.DMS Script..................................................................... . . . . . . . 3
Verifying the EDM Pool Size............................................................................... . . . . . . . 3
Modifying the PeopleSoft PeopleTools Install for DB2 z/OS. .......................................... . . . . . . . 3
Creating Views Using Database Configuration Wizard................................................. . . . . . . . 4
Installing PeopleSoft HRMS for Federal Government..................................................... . . . . . . . . 4
Installing PeopleSoft HRMS for Education and Government............................................. . . . . . . . . 5
Installing PeopleSoft HRMS for the Military................................................................. . . . . . . . . 6
Installing PeopleSoft HRMS for Japan...................................................................... . . . . . . . . 7
Using Global Search........................................................................................ . . . . . . . 7
Configuring Phone and FAX Number Fields............................................................. . . . . . . . 8
Printing Japanese Characters on SQR Reports......................................................... . . . . . . . 8
Installing PeopleSoft HRMS for Switzerland................................................................ . . . . . . . . 8
Installing PeopleSoft HRMS for Germany................................................................... . . . . . . . . 9
Installing Time and Labor and Creating Time Zone Offsets.............................................. . . . . . . . . 9
Installing Absence Management and Global Payroll Core................................................ . . . . . . . .10
Verifying Installation Settings for Absence Management............................................... . . . . . . .10
Updating Process and Job Definitions for Packager.................................................... . . . . . . .11
Installing PeopleSoft HRMS Portal Pack.................................................................... . . . . . . . .12
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. iii
Contents
Index .............................................................................................................27
Note. Before proceeding with your installation, check My Oracle Support to ensure that you have the latest
version of this installation guide for the correct release of the PeopleSoft product that you are installing.
Audience
This documentation is written for the individuals responsible for installing and administering the PeopleSoft
environment. This documentation assumes that you have a basic understanding of the PeopleSoft system.
One of the most important components in the installation and maintenance of your PeopleSoft system is
your on-site expertise.
You should be familiar with your operating environment and RDBMS and have the necessary skills to support
that environment. You should also have a working knowledge of:
• SQL and SQL command syntax.
• PeopleSoft system navigation.
Typographical Conventions
To help you locate and understand information easily, the following conventions are used in this documentation:
Convention Description
Monospace Indicates a PeopleCode program or other code, such as
scripts that you run during the install. Monospace is also
used for messages that you may receive during the install
process.
Italics Indicates field values, emphasis, and book-length
publication titles. Italics is also used to refer to words as
words or letters as letters, as in the following example:
Enter the letter O.
Initial Caps Field names, commands, and processes are represented as
they appear on the window, menu, or page.
lower case File or directory names are represented in lower case,
unless they appear otherwise on the interface.
Menu, Page A comma (,) between menu and page references indicates
that the page exists on the menu. For example, “Select
Use, Process Definitions” indicates that you can select the
Process Definitions page from the Use menu.
Cross-references Cross-references that begin with See refer you to additional
documentation that will help you implement the task
at hand. We highly recommend that you reference this
documentation.
Cross-references under the heading See Also refer you
to additional documentation that has more information
regarding the subject.
“ ” (quotation marks) Indicate chapter titles in cross-references and words that
are used differently from their intended meaning.
Note. Note text. Text that begins with Note. indicates information that you
should pay particular attention to as you work with your
PeopleSoft system.
Convention Description
Important! Important note text. A note that begins with Important! is crucial and includes
information about what you need to do for the system to
function properly.
Warning! Warning text. A note that begins with Warning! contains critical
configuration information or implementation
considerations; for example, if there is a chance of losing or
corrupting data. Pay close attention to warning messages.
Products
This documentation may refer to these products and product families:
• Oracle Application Server
• Oracle BPEL Process Manager
• Oracle Enterprise Manager
• Oracle’s PeopleSoft Application Designer
• Oracle’s PeopleSoft Change Assistant
• Oracle’s PeopleSoft Change Impact Analyzer
• Oracle’s PeopleSoft Data Mover
• Oracle’s PeopleSoft Process Scheduler
• Oracle’s PeopleSoft Pure Internet Architecture
• Oracle’s PeopleSoft Enterprise Customer Relationship Management
• Oracle’s PeopleSoft Enterprise Financial Management
• Oracle’s PeopleSoft Enterprise Human Resources Management Systems
• Oracle’s PeopleSoft Enterprise Learning Management
• Oracle’s PeopleSoft Enterprise Pay/Bill Management
• Oracle’s PeopleSoft Enterprise PeopleTools
• Oracle’s PeopleSoft Enterprise Performance Management
• Oracle’s PeopleSoft Enterprise Portal Solutions
• Oracle’s PeopleSoft Enterprise Staffing Front Office
• Oracle’s PeopleSoft Enterprise Supply Chain Management
Note. This documentation may refer to both Oracle’s PeopleSoft Enterprise Portal Solutions and to PeopleSoft
PeopleTools portal or portal technologies. PeopleSoft Enterprise Portal Solutions is a separate application
product. The PeopleSoft PeopleTools portal technologies consist of PeopleSoft Pure Internet Architecture and
the PeopleSoft PeopleTools portal technology used for creating and managing portals.
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. vii
Preface
Related Information
Oracle provides reference information about PeopleSoft PeopleTools and your particular PeopleSoft
application. The following documentation is available on Oracle Technology Network:
• PeopleSoft Enterprise PeopleTools PeopleBook: Getting Started with PeopleTools for your release. This
documentation provides a high-level introduction to PeopleTools technology and usage.
• PeopleSoft Enterprise Application Fundamentals PeopleBook for your PeopleSoft application and release.
This documentation provides essential information about the setup, design, and implementation of your
PeopleSoft application.
See http://www.oracle.com/technology/documentation/psftent.html to access PeopleSoft PeopleBooks on
Oracle Technology Network.
To install additional component software products for use with PeopleSoft products, including those products
that are packaged with your PeopleSoft products, you should refer to the documentation provided with those
products, as well as this documentation.
viii Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
CHAPTER 1
Important! This document is not a standalone installation guide and does not contain PeopleSoft PeopleTools
installation instructions. When installing PeopleSoft HRMS 9.1 Feature Pack 2010, ensure that you use both
the PeopleSoft PeopleTools Installation Guide for your database platform and these PeopleSoft HRMS 9.1
Feature Pack 2010 installation instructions. The PeopleSoft PeopleTools Installation Guide is available
on My Oracle Support.
See PeopleSoft Enterprise PeopleTools 8.51 Installation for your database platform.
See My Oracle Support
Note. This chapter provides pre-installation considerations, installation notes and instructions specific to
PeopleSoft HRMS applications. Installation notes are tips about a specific issue in a product, whereas
installation instructions are step-by-step instructions for the installation and configuration of PeopleSoft
HRMS products.
Note. If you are using Informix, the sizing of databases that is provided in the preceding table is only an
example size that holds the demo database tables with one language at installation. This demo database size
may need to be edited for some Operating System platforms, based on the default page size.
Note. This modification is necessary because the PeopleSoft HRMS 9.1 Feature Pack 2010 Demo database
has some duplicate data definitions and indexes that must be created before loading the Demo database, to
avoid duplicates.
Note. Run these steps against both the SYS and DMO databases.
1. Select Set Up HRMS, Product Related, Workforce Administration, Workforce Data USF, Data
Federalization.
2. Click the Federalize System Data button, to load the contents of the core tables that are to contain Federal
Data.
3. When you run the Federalization process, changes are introduced to the Installation Table. You will
receive the informational message “The database was federalized at 2006-09-28-09.22.20.000000. You
must restart the application server for certain values to take affect,” as shown in the following example:
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft
HRMS for this change to take effect.
4. Select Set Up HRMS, Install, Installation Table, and then select the HRMS Options tab.
Verify that the Federal values and settings have been applied as follows:
• Verify that the Position Management Option radio button is set to Full.
• Verify that the Multi-Step Grade check box in the Compensation Rate Codes group box is selected.
5. Select the Product Specific tab, and confirm that the Default Pay Basis in the Federal Functionality box
is set to Per Annum.
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft HRMS
for this change to take effect.
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft HRMS
for this change to take effect.
To ensure that the Military Specific fields show in the Search Dialogs, perform the following steps:
1. Open Record MIL_SRCH_SBR in PeopleSoft Application Designer.
2. For each field in the record, double-click to open the Record Field Properties dialog, select the Alternate
Search Key check box, and click OK. The List Box Item check box is automatically selected
3. Save the record
Additional changes to configuration files may also be necessary, depending on the settings on your operating
system.
See PeopleSoft Enterprise PeopleTools 8.51 PeopleBook: Global Technology, "Using Global Reporting and
Data Analysis Tools"
Note. If you are using a Unicode database, use the CHE_ADDR_DBCS.DMS file instead of the
CHE_ADDR.DMS file. This imports the Swiss address data in a form that can be used with the
double-byte character set.
3. Run this script against the 9.1 Feature Pack 2010 application database.
4. Close PeopleSoft Data Mover.
Note. The accented characters in the address data are only visible on databases supporting either Unicode
or the European character set.
Note. The accented characters in the Accident Insurance data are only visible on databases supporting either
Unicode or the European character set.
To select the Base Time Zone and create time zone offsets:
1. Select PeopleTools, Utilities, Administration, PeopleTools Options.
2. In the Base Time Zone field on the PeopleSoft PeopleTools Options page, browse and select the time zone
in which you want all reported time to be stored.
3. Select PeopleTools, Utilities, International, Time Zones.
4. Change the default settings on the Time Zone Data page and Daylight Savings page, if applicable.
The Time Zone Data page and Daylight Savings page display the default time zone settings delivered
with PeopleSoft PeopleTools. You can change the settings on these pages if you need to customize
the information for your organization.
5. Create time zone offsets using the Time Zone Data page. Click the Generate Query Offsets button on the
Time Zone Data page, to populate the time zone offsets table with values that represent the differences
between the local and base time zones.
6. Enter the Start and End dates for the offset generation.
• Specify Start Date: Determine 5 years prior to current date and use year begin date as Start Date.
• Specify End Date: Determine 5 years in the future, from current date and use year end date as End Date.
7. Click OK.
8. Click Save.
If any changes are necessary to the Installation Table, you will receive the informational message “You
must log off and log back on at all clients and application servers for changes to take effect,” as shown in
the following example:
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft HRMS
for this change to take effect.
1. Using PeopleSoft Data Mover, sign in to the PeopleSoft 9.1 Feature Pack 2010 application database.
2. Open the PeopleSoft Data Mover script <PS_HOME>\scripts\portal_add_role.dms.
3. Run this script against the PeopleSoft 9.1 Feature Pack 2010 application database.
4. Close PeopleSoft Data Mover.
Note. The PAPP_USER role should be granted to all new user IDs for access to the homepage personalization.
After running this script, the role PAPP_USER should be manually removed from any GUEST User ID, since
the GUEST user should not be personalizing the common homepage.
e. Click OK.
f. Click Save.
2. Synchronize counters with your data.
a. Select Set Up HRMS, Install, Product and Country Specific, Recruiting Installation, and then select
the Last Assigned IDs tab.
b. Click the Fix Counters button near the bottom of the page.
c. Click the Save button.
Note. You only need to complete this section if you are installing one or more PeopleSoft Global Payroll
Country Extensions.
The following table lists the abbreviations and terms that are used in this section:
The objects, rules, and data for the PeopleSoft Global Payroll Country Extensions are delivered as part of
the HRSYS and HRDMO databases. These additional steps walk you through additional installation actions
required for Country Extensions.
2. On the Products page, select the Installed GP Countries link at the bottom to view a list of Countries.
3. Clear the check boxes for all Country Extensions that you have not licensed (so the only check boxes
remaining selected should be for those Country Extensions that you have licensed).
Note. This is important as these indicators are used later in this task to identify if additional updates should
be made (they are conditional based according to the Country Extensions that you licensed).
4. If any changes are necessary to the Installation Table, you will receive the informational message “You
must log off and log back on at all clients and application servers for changes to take effect,” as shown in
the following example:
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft
HRMS for this change to take effect.
Note. DB2 z/OS customers: Follow the instructions in the script gpcerate_imp.dms to alter it to work
properly in your environment
Note. If you only want to copy over HR Rate Codes for a subset of the Country Extensions that you licensed,
you should modify the gpcerate_exp.dms script before running and comment out the export logic for the
licensed Country Extensions that you do not want to copy over. By default, only those for your licensed
Country Extensions will be exported, based on your Installation Indicators.
Note. The Payslips process may throw a java.lang.OutOfMemoryError exception when the number of payees
in a single payslip print run gets above 4,000. If this occurs, the amount of memory allocated to Sun java
can be increased.
Note. ePay Payslips (for PeopleSoft Global Payroll) has a dependence on a working FTP server. In the
following example, the user ID and password used for logging onto the FTP session is PSLPUSER/PSLPUSER.
1. To confirm the jar installation, verify that the following two jar files are installed in your
<PS_HOME>\class directory:
• Itext-1.02b.jar
• com.peoplesoft.hmcr.exceptions.jar
2. Update URL IDs in the PeopleSoft system to point to the FTP site.
The URL ID is pointing to a virtual directory on the ftp site. You can create this virtual directory
“PAYSLIPS” in the ftp root, however the ePay process will create this folder if it did not previously exist.
You can choose to create a directory by any name or structure (you are not limited to using “PAYSLIPS”).
If you create a different directory, you must ensure that you reference this directory in the URL ID.
a. Select PeopleTools, Utilities, Administration, URLs.
b. Select the following URL Identifier:
GP_SS_PSLP_FTP
c. Update this URL with your ftp payslip URL; for example:
ftp://PSLPUSER:PSLPUSER@COMPUTERNAME/PAYSLIPS/
3. Check the URL setting in Self Service Payslip Options.
a. Select Set Up HRMS, Product Related, ePay, Self Service Payslip Options.
b. Search for the Global Payroll Country for which you are installing ePay Payslips and ensure that the
URL setting is the URL Identifier from the prior step.
Important! You may create your own URL ID and update this URL, instead of using GP_SS_PSLP_FTP.
If you create your own URL ID you must update the Self Service Payslip Options to point to your new
URL ID. See PeopleSoft Enterprise ePay 9.1 PeopleBook, “Managing Pay Information for PeopleSoft
Enterprise Global Payroll” for more information regarding Payslip Options.
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft HRMS
for this change to take effect.
;To pass java options to the jvm loaded via JNI, uncomment JavaVM Options=
;and set it equal to the list of parameters you would like to use.
;The options need to be a blank space separated list of valid java options.
;Consult your JRE vendor for valid java options.
;For example, JavaVM Options=-Xmx256m -Xms128m
JavaVM Options=-Xmx512m -Xms32m
3. For each Form ID, click the Delete button; the Add button appears, as shown in the following example:
4. Click Save.
5. Click Add.
6. Navigate to the PDF Form File, select it and click Upload.
7. Click View to verify that the form is correctly loaded.
Prerequisites
Directory Interface is dependent on an additional component LDAP-enabled directory server. If you have
not installed a supported LDAP-enabled directory server already, install it using the installation instructions
provided by the vendor. Ensure that Oracle supports the directory server that you install.
If you already have an LDAP-enabled directory server installed, make sure that PeopleSoft supports your
directory server vendor and that the directory server is on a supported version.
Note. Novell NDS is no longer bundled with PeopleSoft applications. For the most current information on the
supported directory servers, refer to the PeopleSoft PeopleTools Hardware and Software Requirements Guide
and the PeopleSoft Platforms site on My Oracle Support.
Note. The Directory Interface includes directory schema extensions relevant to the PeopleSoft Human
Resources application. The extensions add two Object Classes (psftPerson and psftJob) as well as several
Attribute Types to your directory. You are not required to use the HR schema extensions. Nevertheless, the
sample maps that Oracle provides assume the HR schema extensions have been applied to the directory.
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft HRMS
for this change to take effect.
Note. For DB2 z/OS users: Update the hcpiadpi.dms script before running to set the current sqlid.
Important! For customers on the Oracle platform only: Run the following statement against the PeopleSoft
HRMS 9.1 Feature Pack 2010 database using SQL*PLUS before running the following script:
ALTER SESSION set NLS_Date_Format = ’YYYY-MM-DD’
1. Using a database query tool (such as iSQL, SQL*Plus, or DB2 Command Window), log on to the target
PeopleSoft HRMS database.
2. Run the following script from the <PS_HOME>/scripts directory:
activate_all_hcm.sql
The script reads a project contained in your PeopleSoft HRMS 9.1 Feature Pack 2010 database named
FO_MESSAGES. Based on this the script activates Service Operations, Routings and Handlers, starts queues
and creates or activates Full Data Publish Rules.
3. On the Service details page, click the Service Operation link in the Existing Operations grid.
The Service Operation details page appears.
4. Select the Handlers tab, and verify that the Handlers Status is set to Active.
Informational Message
Log off all clients, shut down and restart all application servers, and then log back on to PeopleSoft
HRMS for this change to take effect.
4. Select Set Up HRMS, Install, Product and Country Specific, FPS Installation Parameters.
5. Select the FPS Installation Parameters 2 page and then click the Activate FPS Actions button, to use the
existing action codes.
A I
Absence Management, verifying installation files, downloading from Oracle
installation settings 10 E-Delivery 2
address validation, HRMS for Installation Table
Switzerland 8 option for Education and
Government 5
C option for Military customers 6
CHE_ADDR_DBCS.DMS 8
CHE_ADDR.DMS 8 J
Configurable Matrices and Metadata, Japan product, phone and FAX number
installing 25 field 8
creating views using Database Japanese characters, printing 8
Configuration Wizard 4
L
D LDAP-enabled directory server for
Database Configuration Wizard (DCW), Directory Interface 20
creating views 4
DB2 z/OS, modifying the PeopleTools M
installation 3 maintenance log data, installing
Demo database, approximate sizing 2 multilingual 26
Directory Interface minimum PeopleSoft PeopleTools
backing up directory server and requirements 2
database 21 multilingual
installing 20 installing file references 26
prerequisites 21 installing maintenance log data 26
running PeopleSoft Data Mover
scripts 21 O
verifying installation option 21 Oracle E-Delivery
obtaining installation files 2
E using 2
EDM pool size, verifying 3
P
F Packager, updating 11
file references, installing multilingual 26 PayBill Management, integrating with
FSCM 23
G Payroll Interface for ADP Connection
Global search, HRMS for Japan 7 installing 22
gpcerate_exp.dms script 16 running installation script 23
gpcerate_imp.dms script 16 verifying installation option 22
gpcesys.dms script 15 PDF form files 19
PeopleSoft Absence Management,
H installing 10
hcpiadpi.dms script 23 PeopleSoft Global Payroll Core,
HRINSSYS.DMS script 3 installing 10
R
rate codes, copying 16
Resume Processing in Talent Acquisition
Manager, installing 13
S
service handlers, installing 23
Service Operations, activating for Pay/Bill
Management 23
SQR reports
printing Japanese characters 8
T
time zone offsets, creating 9
U
updating Packager 11