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NOTE: Enter a strong password following your security standards by clicking the "Change Password" checkbox as you would do for any PeopleSoft User creation.
Under Roles tab, Provide provide any temporary role(s) that you would like for now.
NOTE: These roles will be changed in Post-Installation instructions for this Useruser. We need to use this user in a Web Profile called SMEXT which we are going to create in this document.
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NOTE: This step can be avoided by the External users who are Non-Peoplesoft Users. For such users, skip this step and jump directly to Step c.
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If your primary site is located at <<PS_CFG_HOME>>/WEBSERV/<<peoplesoft site domain name>>/applications/peoplesoft/PORTAL.war you can copy your primary site or you can install it via delivered tools for installing a PeopleSoft webserver and install modern site for internal users.
Illustration of a primary site(HPKG) and internal modern site(HPKGINT) on a Unix/Linux platform
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For both Internal (HR Peoplesoft) and External (Non Peoplesoft) Users
Create an additional PeopleSoft site "external" on your Webserver domain that is exposed outside of firewall.
Illustration of an external site(HPKGONB) on a webserver domain peoplesoftCLDONB
e) Pre-Installation
For Internal (HR Peoplesoft) Users
(1) Additon of EDITTABLE Fields(EDITTABLE19,20 &23) in DERIVED Table in the internal Peoplesoft HR Databases. SmartERP uses these additional fields for dynamic prompting on Smart Onboarding Invitation page.
Illustration of adding EDITTABLE19,20,23 in your DERIVED record
(2) Application Server/Process scheduler configuration steps
SmartERP’s onboarding solution uses GetNextNumberWithGapsCommit PeopleCode function. Because of this we recommend that Application server and process scheduler domains set DBFlags value to 8 under PSTOOLS section.
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(3) We also require that environment is validated for Integration Broker configuration making sure default local node is setup correctly, along with active IB domain and keystore password encrypted on the gateway configuration.
Illustration of Default local gateway check
Illustration of Default local node successful ping
Illustration of Active domain status
f) Download and Extract the windows Executable from the Zip file
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Choose Copy option if you want to copy and build peoplesoft projects manually, or choose manual build if you want projects to be copied but build manually. Auto build will copy and build peoplesoft projects during installation.
After install file is executed and depending on the Installation output directory you provide, installer will deliver some files and folders to that directory.
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(3) For Internal Site (HR users)copy
Copy smarterp_psft.config to <WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF.
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b) Either using a GUI tool or using a shell copy this jar to the following webserver directory
<<PS_CFG_HOME>>webserv/<<DOMAIN>>/applications/peoplesoft/lib/
This has to be carried out for both "internal" as well as "external" website.
4. Import Certificate and Keystore Configuration Steps
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