PeopleSoft Simple Web Services - Installation Documentation

This document will guide you through installing the SWS product.

Related Documents

• About SWS
• User Documentation
• Change Log

General Notes

Most organizations have a migration flow starting in a dev environment that flows to production. Every organization does this slightly differently. For the purposes of this document we will assume that you have a development flow that looks like the following.

1. Development
2. Test
3. Production

We recommend starting in a development environment first. Then follow your normal production migration procedure to push this to your production systems.

Download and Unzip the Software

• You should have received a download link that contains the installation files in ZIP format.
• Unzip the file in a location that is accessible to a developer that has Application Designer Access.

Import Project from File

When you first are importing into your development environment, you will import the delivered project from a file. For subsequent databases like test and production, you should use the standard PeopleSoft migration using “Project Copy to Database”.

• Login to your development instance using application designer.
• Import the project from file.
  • Inspect the upgrade windows to insure there were no errors or warnings.

Import Security Roles

This is technically an optional step to import our delivered security roles. If your organizations has a strict security standards you can create your own sets of permission and roles that adhere to your organizations security standards. This detail can generally be worked out when you migrate beyond development into your test and production environments. It is recommended for development that you installed the CHG roles to gain a working understanding of the product. The product user documentation (see related documents) has detail on the security requirements if you want to use your own security roles and permission lists.

Note: You will need to change the path in this script to match you environment

set LOG C:\temp\CHG_SWS_ROLE_IMPORT.LOG;
set INPUT C:\temp\CHG_SWS_ROLES.DAT;

IMPORT PSROLEDEFN;
IMPORT PSROLEDEFNLANG;
IMPORT PSROLECANGRANT;
IMPORT PSROLECLASS;

• Ensure the script runs with no errors. The script output should resemble this:

Started:  Sun Dec  8 16:41:36 2019
Data Mover Release: 8.57.09
Database: CS92U015 (ENG)
Indexing export file C:\Users\chris_r_malek\Downloads\CHG_SWS_ROLES.DAT
Input file: C:\Users\chris_r_malek\Downloads\CHG_SWS_ROLES.DAT (ENG)
Commit done at end of record
Importing  PSROLEDEFN 
 Import  PSROLEDEFN  2
Input file: C:\Users\chris_r_malek\Downloads\CHG_SWS_ROLES.DAT (ENG)
Importing  PSROLEDEFNLANG 
 Import  PSROLEDEFNLANG  0
Input file: C:\Users\chris_r_malek\Downloads\CHG_SWS_ROLES.DAT (ENG)
Importing  PSROLECANGRANT 
 Import  PSROLECANGRANT  0
Input file: C:\Users\chris_r_malek\Downloads\CHG_SWS_ROLES.DAT (ENG)
Importing  PSROLECLASS 
 Import  PSROLECLASS  3
Ended: Sun Dec  8 16:41:36 2019
Successful completion
Script Completed.

• Since we imported security with DMS, you will need to run the “Portal Security Sync” process.
  • PeopleTools - Portal - Portal Security Sync

Import Setup Data

The product comes with some configuration data to give some examples of working web services. These are mostly queries on basic PeopleTools tables that will exist in any PeopleSoft Application (Finance, Campus, HCM, etc). You are not required to import these configurations in your system. However, It is recommended for development that you installed the CHG roles to gain a working understanding of the product.

Note: You will need to change the path in this script to match you environment

SET LOG C:\temp\SAMPLE_DATA_IMPORT.LOG;
SET INPUT C:\temp\CHG_SWS_SAMPLE_DATA.DAT;
IMPORT C_SWS_CONF_PAR;
IMPORT C_SWS_CONF_PL;
IMPORT C_SWS_CONF_TBL;
IMPORT C_SWS_OUT_FLDS;

Grant Users Access

Now you need to grant Admin and API users access to the setup pages and API. Please see the Security Setup Section in the User Documentation

List of SWS Installed Objects

Below are the list of objects that will be imported.