Loading the ITCAM for Apps 6.2.2: PeopleSoft database components into PeopleSoft

by bluemedora_editor on May 1, 2009

This post is the first in Blue Medora’s new blog series on the new version of the ITCAM for Apps: Peoplesoft ITM monitoring agent(s) — v6.2.2. This particular post explains the steps required to load the pre-requisite ITM PeopleSoft Project file into the database server your PeopleSoft environment is running against. It also describes the procedure for loading the optional default ITM_PS PeopleSoft user profile that can be used to connect the agent(s) to the PeopleSoft environment. Keep in mind that this isn’t something your organization’s PeopleSoft sysadmins are going to let you do willy-nilly to their PeopleSoft environment — this is an installation task that will have to be closely coordinated between the ITM and PeopleSoft admin teams.

–Jeremy Rowe (jeremy.rowe@bluemedora.com)

Background

A subset of the data collected by the ITCAM for Apps: PeopleSoft Agent(s) is collected from a PeopleSoft system via a custom PeopleSoft Application Engine (PSAE) based program – called a “Project” in PeopleSoft-speak. The Project is loaded into the PeopleSoft database that a particular PeopleSoft application domain or process scheduler is configured to use. The Peoplesoft Application Designer client is used to load the Project, either in GUI or CLI modes.

This post will discuss the steps require to load the required PeopleSoft Project. I’ll also talk about the steps required to load the optional default profile (ITM_PS) that, when loaded into the database, provides a PeopleSoft UserID and Permissions list for the Agent(s). The loading of the default profile involves the loading of a PeopleSoft Project AND a Datamover script.

Note: There is a chance that you could be upgrading Agent components, if this is the case then there is a reference of how to do so here. This is required if you have a previous version of the Agent components loaded into your PeopleSoft database.

Unzipping the PeopleSoft Project Files

The Installation Media for either of the ITCAM for Apps PeopleSoft Agents looks essentially the same. As mentioned above the PeopleSoft Database related files can be loaded from the media of either of the Agents and it only has to be performed once per database, regardless of how many PeopleSoft Domain Agents and Process Schedulers are installed, as long as all of the Domains and Schedulers being monitored are connected to the same database instance.

Everything you need for this stage is in two of the top level folders: ITM Application Engine and ITM PeopleSoft User.[cq_vc_fluidbox thumbwidth=”700″ float=”none” margin=”0 0 60px 0″ retina=”” fluidimage=”729″][/cq_vc_fluidbox]The two PeopleSoft Project files within those two folders are zipped up and if you are installing from CDs, as we do in this example, you’ll need to move them to a writable file system before you can unzip them.

Copy both of those directories to a temporary folder (in our example: C:\PS_TEMP) and depending on the PeopleTools version (in our case PeopleTools 8.49) you are installing onto, unzip the following two files:

C:\PS_TEMP\ITM Application Engine.49\ITM_QUERY_8.49.zip

and

C:\PS_TEMP\ITM PeopleSoft User.49\ITM_PS_8.49.zip

 

Importing the ITM_QUERY_PROJ PeopleSoft Project into the Database

 

In this step we’ll load the ITM_QUERY_PROJ into the Database that the PeopleSoft Project Schedulers and PeopleSoft Application Domains we want to monitor are connected to.

On your Application Designer system, log in using the appropriate credentials for your PeopleSoft system. Remember, Peopletools 8.48 and 8.49 running against MS-SQL, DB2, and Oracle are supported. Previous iterations of PeopleTools and the other databases (Informix, Sybase, and DB2 on Zseries Linux are not supported).

Our demo PeopleSoft environment is running against SQL Server 2005 running on Windows 2003 Server 64-bit.

Log into the Application Designer.

Once you’ve successfully authenticated and logged into the Application Designer, select Tools –> Copy Project –> From File…

Your will be prompted with a Copy From File: Select Project Dialog Box. Navigate to the file location where you unzipped the IT Application Engine Project. In our example, the unzipped folder is located at:

C:\PS_TEMP\ITM Application Engine.49\ITM_QUERY_8.49\ITM_QUERY

The ITM_QUERY_PROJ should show up in the Select Project from the List Below box. HighlightITM_QUERY_PROJ and click Select.

Next you will be prompted with a Copy from File dialog box. Ensure all the Definition Type(s) are selected (they should be by default) and click Copy.

If all went well, the Project is loaded and the output log shown on screen shows no errors. Next up we’ll load the ITM_PS PeopleSoft Project.

Note, the process of loading the ITM_QUERY_PROJ could have been accomplished from the command line with the following command:

C:\apps\hrms9\bin\client\winx86> pside -PJFF ITM_QUERY_PROJ -FP “C:\TEMP_PS” -CT MICROSFT -CD DH9WIN6 -CP PS -CO PS -QUIET -LF out.txt

 

Importing the ITM_PS PeopleSoft Project into the Database

Since we are already authenticated to the PeopleSoft Application Designer from the previous step, just select Tools –> Copy Project –> From File… and navigate to the following folder where we unzipped the “ITM PeopleSoft User” zip:

C:\PS_TEMP\ITM PeopleSoft User.49\ITM_PS_8.49

The ITM_PS should show up in the Select Project from the List Below box. Highlight ITM_PS and click Select.

Next you will be prompted with a Copy from File dialog box. Ensure all the Definition Type(s) are selected (they should be by default) and click Copy.

Once again, if all went well the Project has been loaded and the output log shown on screen shows no errors. Next up we’ll load the ITM_PS Datamover script using the Datamover GUI utility.

As with the ITM_QUERY_PROJ example above, the ITM_PS Project could have been loaded from the command line using the following “pside” command.

C:\apps\hrms9\bin\client\winx86> pside -PJFF ITM_PS -FP “C:\TEMP_PS” -CT MICROSFT -CD DH9WIN6 -CP PS -CO PS -LF out.txt

 

Loading the ITM_PS User via DataMover

Note: You can skip the login step and go right to DataMover from Application Designer if you navigate to the menu item “Go->DataMover”.

Log into the Data Mover GUI using the credentials for your PeopleSoft environment.

Once you’ve successfully authenticated, and the DataMover utility comes, up select File –> Open and navigate to the import_itm_ps.dms script. In our example, the script is located in:

C:\PS_TEMP\ITM PeopleSoft User.49\ITM_PS_8.49\DMS\import_itm_ps.dms

The import_itm_ps.dms script appears in the DataMover window. Looks good to us – we click the Run Icon (4th Icon from the left – Looks like a Stoplight).

In the output Window we get a “Error: Unable to open INPUT: itm_ps.dat” unsuccessful completion error.

A quick glance at the User’s Guide (Chapter 2) indicates we might need to edit the file location of itm_ps.date in the script. On the screen we change the following life of the script:

set input itm_ps.dat;

to the location where your C:\itm_ps.dat file has been unzipped to. In our case we placed that file in the root of the C: drive so we modified the line to:

set input C:\itm_ps.dat[vc_single_image image=”746″ alignment=”center” border_color=”grey” img_link_large=”” img_link_target=”_self” img_size=”full”]With that change in the script, we click the Run Icon once again to successfully complete the process.

 

Linking the ITM_PS User ID to a Security Profile

The final step is to link the ITM_PS UserID loaded above to the appropriate Symbolic ID in Peopletools.

Log into your PeopleSoft PIA using superuser credentials.

In the Left Hand “Menu” navigator, navigate down the PeopleTools –> Security –> User Profiles –> User Profiles:

From PeopleTools –> Security –> User Profiles –> User Profiles panel, enter “ITM_PS” in the begins with box and click Search.

The General TAB of the ITM_PS User Profile will appear. Select Symbolic ID and change it the appropriate Symbolic ID for your environment. The choice varies depending on database type (Oracle, DB2, MS SQL) and installed PeopleSoft applications. This is also you chance to set the password for the ITM_PS account (It’s “password” by default”. After you’ve selected the appropriate Symbolic ID and changed the password, Click Save.

That completes the set of steps required to load the the custom queries project needed for the PeopleSoft Agent(s) to function along with loading the default ITM_PS userID that the agents will use to connect into the PeopleSoft environment and monitor data. Note the UserID (ITM_PS if you’ve load the default that ships with the media) and password you set in the previous step as you will need that info when you deploy and configure the agents themselves to PeopleSoft systems.

If you have any questions regarding the information posted here, feel free to submit a comment, contact us via the form on the Blue Medora contact page.

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