1. Overview

This document summarizes the steps that are required prior to installation of the Smart Onboarding product. These steps must be completed by all Smart Onboarding customers that will run the Smart Onboarding application on their premises.

NOTE: This document contains screenshots taken from tools release 8.56.03 and application HCM PUM24. So some screenshots may significantly vary from your current tools in appearance due to difference in style sheets and change in functionality.

The Instructions will be targeted for 2 kinds of users:

a) Internal Users: Peoplesoft Users who will be logging into the HR system using their Peoplesoft Login Credentials

b) External Users: Non-Peoplesoft Users who will be logging in using their Soft IDs (IDs created during Self-Registration)

2. Initial Steps

a) Create INVITEE User with bare bones security

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 any temporary role(s) that you would like for now.

NOTE: These roles will be changed in Post-Installation instructions for this user. We need to use this user in a Web Profile called SMEXT which we are going to create in this document.

b) Creating Web Profile SMINT only for Internal (HR Peoplesoft) Users

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.

Create a Web Profile with name “SMINT” (You can easily do this by opening any delivered Web Profile under the same navigation as shown in the below figure and doing a "Save As..." in the General tab).

Under the Security Tab, ensure that you give the highlighted timeout values (Or as per your standard timeout convetions on your primary site).

Ensure "Allow Public Access" is NOT Checked as shown below.

Under the Custom Properties tab, ensure that the EnablePCModal is set to False and WebCheckToken is set to False if you are between tools releases 8.56.00 and 8.56.04(only). It is fixed by Oracle in 8.56.05.

NOTE: Please Refer to Oracle Bug# 26774103 for more information on Knock Knock Issue and WebCheckToken.

Save the Page.

c) Creating Web Profile SMEXT for both Internal and External Users

NOTE: This step is applicable for both Internal (HR Peoplesoft) and External (Non-Peoplesoft) Users.

Under the Security Tab, ensure that you give the highlighted timeout values.

Ensure "Allow Public Access" is Checked as shown below and give INVITEE user id and INVITEE user Password.

Under the Custom Properties tab, ensure that the EnablePCModal is set to False and WebCheckToken is set to False if you are between tools releases 8.56.00 and 8.56.04(only). It is fixed by Oracle in 8.56.05.

NOTE: Please Refer to Oracle Bug# 26774103 for more information on Knock Knock Issue and WebCheckToken.

Save the Page.

d) Create Additional PeopleSoft Sites

NOTE: Please follow standard PeopleSoft Installation instructions for Server Administration that were followed when any webserver was installed on your infrastructure.

For Internal (HR Peoplesoft) Users

Create an additional PeopleSoft Site “internal” on your primary PeopleSoft domain.

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

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.

NOTE: Please refer to KB article 1485558 on Oracle support site for additional details on DBFlags parameter.

(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

Run the executable and follow the instructions.

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.

Copy all jar files from your installation appserver directory to all of your appserver $PS_HOME/classes folder. SmartProducts are usually shipped with the following jar files.

a. SmarBusinessProcessInterfaces.jar
b. SmartERPGadgetInterfaces.jar
c. SmartCommon.jar

Bounce appserver after copying the jar files.

Copy <<WEBSERVER>>\ DEVEREC\applications\peoplesoft\ \PORTAL.war\WEB-INF\smarterp.config to Target eRecruit Domain.

g) Installing jar files to both Internal and External Webservers

(1) Copy SmartFilter.jar from local installation webserver folder to both internal and external <WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF/lib folder.

(2) Copy smarterp.config from local installation webserver folder to external site only to the path shown below.

<WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF folder

(3) For Internal Site (HR users)

Copy smarterp_psft.config to <WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF.

After copying either using any GUI tool or shell rename smarterp_psft.config to smarterp.config without fail. Below screenshot illustrates after file rename from smarterp_psft.config to smarterp.config.

(4) Copy SmartCloudOnboarding.zip from local installation webserver folder to both internal and external webserver sites.

<WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/SmartCloudOnboarding.zip

From command prompt(windows) or shell(Unix/Linux) change directory to <WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war and run the following commands:

unzip SmartCloudOnboarding.zip 'smart/*' -d

<WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war

unzip SmartCloudOnboarding.zip 'smarterp/*' -d

<WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF/psftdocs

Below screenshot illustrates after copying the folders or unzipping them as suggested above,

(5) Edit <<WEBSERVER>>\ <<DOMAIN>>\applications\peoplesoft\ \PORTAL.war\WEB-INF\web.xml and add the following entry after “<!-- <distributable/> →” inside “web-app” section.

<filter-name>SmartFilter</filter-name>

<filter-class>com.smarterp.ui.ResponsiveUIFilter</filter-class>

<init-param>

<param-name>configFile</param-name>

<param-value>smarterp.config</param-value>

</init-param>

</filter>

<filter-mapping>

<filter-name>SmartFilter</filter-name>

<url-pattern>/psp/*</url-pattern>

<url-pattern>/psc/*</url-pattern>

</filter-mapping>

<!--End SmartERP Solutions, Inc. 2018→

(6) Only for Internal Users Modern Site, not needed for Candidate or external site webservers

Edit <WEBSERVERHOME>/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF/smarterp.config and enter “SiteName” for which Modern Content should be rendered under “ResponsiveUIFilter” Section.
<filter name="ResponsiveUIFilter">
<param name="filterClassName" value="com.smarterp.signon.LoginFilter"></param>
<param name="TemplateIScript" value="WEBLIB_SM_CD.ISCRIPT1.FieldFormula.IScript_GetUITemplateHeader"></param>
<param name="PSSite" value="HPKGNINT"></param>
</filter>

(7) Bounce webservers.

h) Production Only Configuration

Edit <<WEBSERVER>>\ <<DOMAIN>>\applications\peoplesoft\ \PORTAL.war\WEB-INF\smarterp.config.

Change:

TO

And change:

TO

i) Set the Login URL and Internal Moderin UI Site Name URL

Navigate to Peopletools > Utilities > Administrator > URL

1) open URL definition SM_AUTH_SSI_LOGIN_URL.

Update the URL ID to point to the Primary PeopleSoft login URL as shown in example below.

http(s)://<<hostname>>:<<portnumber>>/psp/<<sitename>>/?cmd=login&languageCd=ENG&

2) Create(add) a new URL definition SM_AUTH_INTERNAL_SITENAME

For URLID, provide the internal modern UI site you have created in step C. This is a very important step without which modern UI site can not be launched by the internal users.

j) Webserver HostName DNS Entry

On each of the webserver hosts make sure that hostname.<<authentication token domain>> resolves to the local webserver host. If this is not handled on the dns server make sure to add it on the hosts file (On Linux/Unix at /etc/hosts and On Windows at C:\Windows\System32\drivers\etc).

For example: if the webserver hostname is "smtest01" and the authentication token domain used while creating webserver domain is ".smarterp.org" then smtest01.smarterp.org should resolve to the same host.

3. Download and migrate commons-codec-1.11.jar to your webserver lib directory

a) Download and extract the latest commons-codec*.jar from https://commons.apache.org/proper/commons-codec/download_codec.cgi

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

The following describes the steps to be done to configure PeopleSoft keystores for secure integration between Smart E-Verify and the USCIS E-Verify Webservices.

a) Access the USCIS E-VERIFY URL

Access the USCIS E-Verify URL in any browser and open the certificate.

URL for Production Environment:

https://e-verify.uscis.gov/WcfWebService/EmployerWebServiceV29.svc?wsdl

URL for non-Production Environment:

https://stage.e-verify.uscis.gov/WcfWebService/EmployerWebServiceV29.svc?WSDL

b) View the Certificate

Go to the Certification Path tab and highlight the intermediate certificate, Symantec Class 3 Secure Server CA – G4 (intermediate certificate) in this case, and click the View Certificate button.

c) Certificate Details

On the intermediate certificate, go to the Details tab and click Copy to File button to export the certificate.

d) Export Certificate

Choose the Base-64 Encoded X.509 (.CER) format and export the certificate into a file.

e) Copy and Import Certificate

Copy this file to the webserver that is hosting the Integration Broker gateway and import the certificate file using pskeymanager (at <PS_CFG_HOME>\webserv\<domainname>\piabin) or any other key manager utility, and bounce the webserver.

5. reCaptcha Registration for On-Premise Clients

Follow the steps below to register Google reCAPTCHA for your organization.

a) Go to the Google reCAPTCHA web page: https://www.google.com/recaptcha/intro/.

b) Click the Get reCAPTCHA link.

c) Sign in using a gmail account. If you do not have a gmail account, you can create one.

d) Select the reCAPTCHA V2 option.

e) Enter your domain name - for example www.<customerdomain>.com.

f) Read the Terms of Use, then check Accept the reCAPTCHA Terms of Service.

g) Click the Register button.

h) Send Registration Details

When the registration is complete, you can incorporate these details into your build of the Smart Onboarding product. Follow the below steps:

Copy and paste all of the information from these 3 sections into a Word document, and save them. Just like below.
1. Keys
2. Step 1: Client side integration
3. Step 2: Server side integration
Update the ‘Site Key’ in the Forgot Password HTML file.
1. Go To the Path <<PS_HOME>>applications/peoplesoft/PORTAL.war/WEB-INF/psftdocs/smarterp/Framework/pages/Authentication
2. Locate the file ForgotPassword.html
3. Update the ‘key’ info here <div class="g-recaptcha" id="smrecaptcha" data-sitekey="xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"></div>
Update the ‘Site Key’ in the Forgot Username HTML file.
1. Go To the Path <<PS_HOME>>applications/peoplesoft/PORTAL.war/WEB-INF/psftdocs/smarterp/Framework/pages/Authentication
2. Locate the file ForgotUsername.html
3. Update the ‘key’ info here <div class="g-recaptcha" id="smrecaptcha" data-sitekey="xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"></div>
Update the ‘Secret Key’ in the SmartERP Config file.
1. Go To the Path <<PS_HOME>> applications/peoplesoft/PORTAL.war/WEB-INF
2. Locate the file smarterp.config
3. Update the ‘key’ info here <param name="reCaptchaKey" value=" xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx "></param>
Bounce the Webserver.

Installation of Jars and class files for SmartOnboarding and VMS

Extract SmartONB.zip or SmartVMS.zip and copy the following files
3rdpartyjars/commons-codec-1.11.jar to <<WEBSERVERHOME>>/applications/peoplesoft/lib
3rdpartyjars/log4j.jar to <<WEBSERVERHOME>>/applications/peoplesoft/lib
Delete <<WEBSERVERHOME>>/applications/peoplesoft/PSIGW/WEB-INF/lib/httpclient-4.1*
Delete <<WEBSERVERHOME>>/applications/peoplesoft/PSIGW/WEB-INF/lib/httpcore-4.1*
Copy the following jars
3rdpartyjars/httpclient-4.5.3.jar to <<WEBSERVERHOME>>/applications/peoplesoft/PSIGW/WEB-INF/lib
3rdpartyjars/httpcore-4.4.6.jar to <<WEBSERVERHOME>>/applications/peoplesoft/PSIGW/WEB-INF/lib
Copy appserver/*.jar (SmarBusinessProcessInterfaces.jar,SmartCommon.jar,SmartERPGadgetInterfaces.jar) to appserver classes
Copy webserver/*.jar (OAuthConnector.jar,SMOBIEE.jar) to <<WEBSERVERHOME>>/applications/peoplesoft/PSIGW/WEB-INF/lib
copy webserver/*.class (OAuthTargetConnector.class,SmartHttpTargetConnector.class) to <<WEBSERVERHOME>>/applications/peoplesoft/PSIGW/WEB-INF/classes/com/peoplesoft/../targetconnector
copy webserver/SmartFilterNew.jar to <<WEBSERVERHOME>>/applications/peoplesoft/PORTAL.war/WEB-INF/lib
extract SmartFilterNew.jar and copy files from com/peoplesoft/pt/events/*.class to <<WEBSERVERHOME>>/applications/peoplesoft/PORTAL.war/WEB-INF/classes/com/peoplesoft/pt/events

Smart Onboarding Documentation

.Pre-Installation Instructions v1.6

Analytics