Business Objects products in this release may contain redistributions of software
licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty
2008-04-01
Contents
Welcome to the BusinessObjects XI Integration for PeopleSoft9Chapter 1
What is the BusinessObjects XI Integration for PeopleSoft?.....................10
Who should use this guide?......................................................................10
When scheduling a PeopleSoft report, there is no "Enable SSO" checkbox
in the Database Logon section. ..............................................................138
To run the partnercafinstall command................................................138
6BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Contents
Get More Help139Appendix A
Index143
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft7
Contents
8BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Welcome to the
BusinessObjects XI
Integration for PeopleSoft
1
Welcome to the BusinessObjects XI Integration for PeopleSoft
1
What is the BusinessObjects XI Integration for PeopleSoft?
What is the BusinessObjects XI
Integration for PeopleSoft?
The BusinessObjects XI Integration for PeopleSoft allows you to combine
the functionality of Crystal Reports and BusinessObjects Enterprise to extract,
report, and distribute data from your PeopleSoft system.
Who should use this guide?
This guide shows you how to configure the components that enable Crystal
Reports and BusinessObjects Enterprise to work with your PeopleSoft system
after you have installed the BusinessObjects XI Integration for PeopleSoft .
This guide is intended primarily for administrators.
After configuration, you can use your PeopleSoft credentials to logon to
BusinessObjects Enterprise and report on your PeopleSoft data.
What's New
The BusinessObjects XI Integration for PeopleSoft offers the following new
and enhanced functionality for an improved overall user experience. With
enhanced integration with and ease of access to BusinessObjects InfoView
and Central Management Console (CMC) users can now:
•Seamlessly log on with Single Sign-On (SSO) to take advantage of
BusinessObjects capabilities and workflows from within the PeopleSoft
web portal.
•Use SSO to view and schedule PeopleSoft reports in BusinessObjects
InfoView and CMC without being prompted for their PeopleSoft credentials.
•Use Preferred Viewing Language (PVL) to display PeopleSoft metadata
and business data (for PeopleTools 8.21 - 8.45)
•A completely new interface to the full documentation set now has guides
for all Business Objects products. The new online documentation library
has the most up-to-date version of the Business Objects product
documentation, posted upon publication and updated regularly. You can
browse the library contents, run full-text searches, read guides on line,
and download PDFs. http://support.businessobjects.com/documenta
tion/product_guides/default.asp
10BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Data Connectivity
The Data Connectivity feature of the integration kit includes the Native Driver
for PeopleSoft, a Unicode-compliant driver that allows you to report off
PeopleSoft data.
The driver allows you to connect to PeopleSoft queries from within Crystal
Reports. It also enables BusinessObjects Enterprise to run reports against
data from your PeopleSoft system. The driver honors any query-level and
row-level security that has been defined for the queries and supports features
such as parameters and translation tables.
Requirements
To enable the Data Connectivity feature, your system must have the following
components already deployed:
Welcome to the BusinessObjects XI Integration for PeopleSoft
What's New
ComponentLocation
1
Server Side
Client Side
One of the following BusinessObjects
Enterprise servers:
•
Crystal Reports Processing Server
•
Job Server
•
Report Application Server
•
LOV Job Server
One of the following components:
•Crystal Reports Business View
Manager
•Crystal Reports Publishing Wizard
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft11
Welcome to the BusinessObjects XI Integration for PeopleSoft
1
What's New
Security Connectivity
The Security Connectivity feature of the integration kit includes the PeopleSoft
Security Plug-in. This component allows PeopleSoft users to use their
PeopleSoft credentials to log on to BusinessObjects Enterprise.
The PeopleSoft Security Plug-in offers several benefits:
•It allows the BusinessObjects Enterprise Central Management Server
(CMS) to verify user credentials against a PeopleSoft system.
•It enables you to map PeopleSoft roles to groups in BusinessObjects
Enterprise.
•It allows you to assign rights to users and groups in a consistent manner
within BusinessObjects Enterprise.
Along with this component, the integration kit provides a web application that
you can use to configure the settings of the Security Connectivity feature.
This application is displayed as an additional tab within the Central
Management Console (CMC) in BusinessObjects Enterprise. For more
information about the web application, see Working with BusinessObjects
Enterprise on page 99.
Requirements
To enable the Security Connectivity feature, your system must have the
following components already deployed:
ComponentLocation
BusinessObjects Enterprise CMSServer Side
•
One of the following BusinessObjects Enterprise components:
Client Side
12BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
•
•
Crystal Reports
Java WCA
Welcome to the BusinessObjects XI Integration for PeopleSoft
What's New
ComponentLocation
Java WCAWeb Content
1
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft13
Welcome to the BusinessObjects XI Integration for PeopleSoft
What's New
1
14BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Installing on PeopleSoft
Enterprise: PeopleTools
8.46 to 8.49
2
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
2
Overview
Overview
Crystal Reports is the program that you use to create and format Crystal
reports, and BusinessObjects Enterprise is the multi-tier system that allows
you to distribute these reports over the Web in a secure and managed
environment. The BusinessObjects XI Integration for PeopleSoft provides
components that enable you to combine the functionality of Crystal Reports
and BusinessObjects Enterprise to work with your PeopleSoft system.
This chapter provides information about installing the BusinessObjects XI
Integration for PeopleSoft on a PeopleSoft Enterprise (PeopleTools 8.46-8.49)
environment. For information about installing in other environments, see the
following chapters:
•
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45 on page 23
•
Installing the PeopleSoft EPM Security Bridge on page 51
After you install the integration kit, you can begin to work with PeopleSoft
data in Crystal Reports and/or BusinessObjects Enterprise. For details, see
Working with Crystal Reports on page 95 and Working with BusinessObjects
Enterprise on page 99.
Component architecture
This section provides information about the components that are included
in the integration. It describes how they function within the framework of
Crystal Reports, BusinessObjects Enterprise, and your PeopleSoft system.
The following diagram illustrates how the components interact with each
other:
16BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
Installation
2
Installation
This section provides step-by-step instructions for installing the features of
the BusinessObjects XI Integration for PeopleSoft. To install on UNIX, you
must perform the installation process on each UNIX machine that runs
BusinessObjects Enterprise.
You must have Crystal Reports,BusinessObjects Enterprise and PeopleTools
8.46-8.49 installed and correctly configured before you can install the
integration kit.
To install features on Windows
Before you begin, ensure that:
•The Central Management Server (CMS) is running.
•You know the credentials for the BusinessObjects Enterprise Administrator
account. You will be prompted for the Administrator logon credentials for
the CMS machine.
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft17
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
2
Installation
1. From your BusinessObjects XI Integration for PeopleSoft product
distribution, run setup.exe.
The setup program begins.
2. Select the language in which you want to perform the installation, and
click OK.
The Welcome to BusinessObjects XI Integration for PeopleSoft dialog
box appears.
3. Click Next.
The License Agreement dialog box appears.
4. To continue the installation, you must accept the license agreement and
click Next.
The Destination Folder dialog box appears.
5. Specify the folder where you want the integration kit files to be installed,
and click Next.
The Choose Language Pack dialog box appears.
6. Choose the language pack you want to install and click Next.
The Functional Domain dialog box appears
7. Choose PeopleSoft 8.46-8.49 Environment and click Next.
The Target Computer dialog box appears.
8. Choose Server computer, Client computer, or Single Computer and click
Next.
•If only BusinessObjects Enterprise is installed, select the Server
computer type.
•If only Crystal Reports or Business View Manager or Publishing Wizard
is installed, select the Client computer type.
•If both BusinessObjects Enterprise and Crystal Reports or Business
View Manager or Publishing Wizard are installed, select the Single
Computer type.
The installation options are described in the following table.
18BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Client computer
Server computer
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
Installation
Installs these componentsThis option …
•Database driver so Crystal Reports users can
create reports off PeopleSoft data sources
•Security plug-in (client side components only)
so Crystal Reports users can log on to BusinessObjects Enterprise and save reports using
PeopleSoft credentials
•
Database driver so BusinessObjects Enterprise users can view and schedule reports
that are created off PeopleSoft data source
•
Security plug-in so PeopleSoft users can
leverage their PeopleSoft credentials to log
on to BusinessObjects Enterprise
•Integration files, which get deployed manually
to PeopleSoft by PeopleSoft administrators,
and are used by the database driver, and the
security plug-in components.
2
Single computer
The BusinessObjects Central Management Server dialog box appears
9. Specify your login information and click Next.
The AutoDeploy web applications dialog box appears
10. Select a deployment option and click Next.
The "Application Installation" dialog box appears.
Note: If you selected Auto deploy, the "Configure Web Application
Server" dialog box appears. Type a valid password and click Enter, and
the "Application Installation" dialog box appears.
11. Click Next to continue the installation.
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft19
•All of the above
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
2
Installation
To install features on Unix
Before you begin, ensure that:
•The Central Management Server (CMS) is running.
•You know the credentials for the BusinessObjects Enterprise Administrator
account. You will be prompted for the Administrator logon credentials on
the CMS machine.
1. In your BusinessObjects XI Integration for PeopleSoft product distribution,
go to the appropriate directory for your platform:
•Solaris
•AIX
•HP-UX
•Linux
2. Type ./install.sh, and press Enter.
3. To continue the installation, you must accept the license agreement. Use
the D and U keys to scroll down or up, or press the Y key to accept the
agreement.
4. In the next screen, specify the folder where BusinessObjects Enterprise
is installed (for example, type /home/user/install/bobje), and press
Enter.
The integration kit files are installed in the peoplesoft subfolder in the
location that you specify.
5. Use the arrow keys to select the language in which you want to perform
the installation, and press Enter.
6. In the screen that follows, select 1 - PeopleSoft Enterprise for
PeopleTools versions 8.46-8.49 environment, and press Enter.
7. The next screen provides a summary and asks you whether or not you
want to proceed with the installation. Press Enter to install the integration
kit.
You have successfully installed the BusinessObjects XI Integration for
PeopleSoft. You can now work with PeopleSoft data in BusinessObjects
Enterprise. For details, see Working with BusinessObjects Enterprise on
page 99.
20BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Multiple systems
After you install the BusinessObjects XI Integration for PeopleSoft, you can
work with data from multiple PeopleSoft systems.
In Crystal Reports, you can use queries from any PeopleSoft Enterprise
(PeopleTools 8.46-8.49) system as data sources. In BusinessObjects
Enterprise, you can enable authentication for all of the PeopleSoft Enterprise
(PeopleTools 8.46-8.49) systems that you want to allow users to access.
If you want to work with data from PeopleSoft systems other than PeopleSoft
Enterprise (PeopleTools 8.46-8.49) environments (for example, you must
perform the installation for the appropriate system(s). For details, see
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45 on page 23
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
Multiple systems
2
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft21
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49
Multiple systems
2
22BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Installing on PeopleSoft
Enterprise: PeopleTools
8.21-8.45
3
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
3
Overview
Overview
Crystal Reports is the program that you use to create and format Crystal
reports, and BusinessObjects Enterprise is the multi-tier system that allows
you to distribute these reports over the Web in a secure and managed
environment. The BusinessObjects XI Integration for PeopleSoft provides
components that enable you to combine the functionality of Crystal Reports
and BusinessObjects Enterprise to work with your PeopleSoft system.
This chapter provides information about installing the BusinessObjects XI
Integration for PeopleSoft on a PeopleSoft Enterprise (PeopleTools 8.21-8.45)
environment. For information about installing the integration kit in other
environments, see the following chapters:
•
Installing on PeopleSoft Enterprise: PeopleTools 8.46 to 8.49 on page 15
•
Installing the PeopleSoft EPM Security Bridge on page 51
After you install the integration kit, you can begin to work with PeopleSoft
data in Crystal Reports and/or BusinessObjects Enterprise. For details, see
Working with Crystal Reports on page 95 and Working with BusinessObjects
Enterprise on page 99.
Component architecture
This section provides information about the components that are included
in the integration kit. It describes how they function within the framework of
Crystal Reports, BusinessObjects Enterprise, and your PeopleSoft system.
The following diagram illustrates how the components interact with each
other:
24BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
Component architecture
3
Features
On a PeopleSoft Enterprise (PeopleTools 8.21-8.45) environment, the
BusinessObjects XI Integration for PeopleSoft installs three features: Data
Connectivity, Security Connectivity, and the PeopleSoft Application Server
feature.
Data Connectivity
The Data Connectivity feature of the integration kit includes the Native Driver
for PeopleSoft, a Unicode-compliant driver that allows you to report off
PeopleSoft data.
The driver allows you to connect to PeopleSoft queries from within Crystal
Reports. It also enables BusinessObjects Enterprise to run reports against
data from your PeopleSoft system. The driver honors any query-level and
row-level security that has been defined for the queries and supports features
such as parameters and translation tables.
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft25
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
3
Component architecture
Requirements
To enable the Data Connectivity feature, your system must have the following
components already deployed:
Server Side
ComponentLocation
•
One of the following BusinessObjects Enterprise servers:
•
Crystal Reports Processing
Server
•
Job Server
•
Report Application Server
•
LOV Job Server
•
Java Runtime Environment (JRE)
or Java SDK (J2SE) 1.4 or above
•
One of the following components:
•Crystal Reports Business View
Client Side
•Crystal Reports Publishing
•
Java Runtime Environment (JRE)
or Java SDK (J2SE) 1.4 or above
Security Connectivity
The Security Connectivity feature of the BusinessObjects XI Integration for
PeopleSoft includes the PeopleSoft Security Plug-in and the BusinessObjects
Sign-on Server for PeopleSoft. Together, these components allow PeopleSoft
users to use their PeopleSoft credentials to log on to BusinessObjects
Enterprise.
26BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Manager
Wizard
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
Component architecture
The PeopleSoft security plug-in and the BusinessObjects Sign-on Server for
PeopleSoft offer several benefits:
•They allow the BusinessObjects Enterprise Central Management Server
(CMS) to verify user credentials against a PeopleSoft system.
•They enable you to map PeopleSoft roles to groups in BusinessObjects
Enterprise.
•They allow you to assign rights to users and groups in a consistent manner
within BusinessObjects Enterprise.
Along with the two components, the integration provides a web application
that you can use to configure the settings of the Security Connectivity feature.
This application is displayed as an additional web page within the Central
Management Console (CMC) in BusinessObjects Enterprise. For more
information about the web application, see Working with BusinessObjects
Enterprise on page 99.
Requirements
To enable the Security Connectivity feature, your system must have the
following components already deployed:
3
Server Side
Client Side
ComponentLocation
•
BusinessObjects Enterprise CMS
•
Java Runtime Environment (JRE)
or Java SDK (J2SE) 1.4 or above
•
Crystal Reports
•
Java Runtime Environment (JRE)
or Java SDK (J2SE) 1.4 or above
Java web app.Web Content
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft27
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
3
Installation
PeopleSoft Application Server feature
The PeopleSoft Application Server feature of the BusinessObjects XI
Integration for PeopleSoft is available only if you choose to install the
integration kit on a PeopleSoft Enterprise (PeopleTools 8.21-8.45)
environment. The integration kit requires the installation of this feature on all
of the PeopleSoft Application Servers in your deployment.
Requirements
To enable the PeopleSoft Application Server feature, your system must have
the following components already deployed:
ComponentLocation
Server Side
Installation
This section provides step-by-step instructions for installing the features of
the BusinessObjects XI Integration for PeopleSoft. You must complete the
following tasks in order:
•Create Component Interfaces in your PeopleSoft system.
For details, see Creating the Component Interfaces on page 29.
•Secure the Component Interfaces.
For details, see Securing the Component Interfaces on page 33.
•Install the features of the integration kit.
For details, see Installing features on Unix on page 37.
•Provide access to required PeopleSoft files.
For details, see Enabling access to required PeopleSoft files on page 41.
One or more PeopleSoft Application
Servers
28BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
For a complete list of system requirements, consult the supported platforms
file, available on the Business Objects support website. Typically, however,
you must have Crystal Reports, BusinessObjects Enterprise, PeopleTools
8.21-8.45, and the Java Runtime Environment (JRE) or Java SDK (J2SE)
1.4 or higher (available for download at http://java.sun.com/) installed and
correctly configured before you can install the integration kit.
Creating the Component Interfaces
Both the Data Connectivity feature and the Security Connectivity feature of
the integration kit communicate with PeopleSoft through Component
Interfaces. In the PeopleTools Application Designer, you must create a new
project and three Component Interfaces.
Note: The procedures that are described in this section require a high level
of familiarity with administrative tasks in PeopleSoft and the PeopleTools
Application Designer. For more information about the PeopleTools Application
Designer, consult your PeopleSoft documentation.
Installation
3
Setting up a new project
You must set up a new project to be the location of the Component Interfaces.
To set up the project
1. Open the PeopleTools Application Designer in two-tier mode, and connect
to PeopleSoft with administration privileges.
2. Create a new project, and save it as CRYSTAL_SK.
CRYSTAL_SK appears in the Project Workspace.
Creating Component Interfaces
You must create three new Component Interfaces and save them in the
CRYSTAL_SK project
To create the Component Interfaces
1. In the CRYSTAL_SK project, click File > New > Select Component
Interface, and then click OK.
2. Choose USERMAINT as a source Component, and then click Select.
BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft29
Installing on PeopleSoft Enterprise: PeopleTools 8.21-8.45
3
Installation
3. When you are prompted for default properties, click Yes.
4. Save the Component Interface as CRYSTAL_QRY_ACCESS_CI.
5. On the Insert menu, click Current Object into Project.
CRYSTAL_QRY_ACCESS_CI appears as a branch under the
CRYSTAL_SK tree in the Project Workspace.
6. On the File menu, click Object Properties.
7. Click the Standard Methods tab, and ensure that only the Get option is
selected.
8. Click OK, and save your changes.
9. In the Object Workspace, ensure that the groups, collections, keys,
properties, and methods that are shown in the table below appear in the
CRYSTAL_QRY_ACCESS_CI tree:
Collection/Property/Key/MethodGroup
OPRIDGETKEYS
OPRIDPROPERTIES
GETMETHODS
10. Delete any of the items that are not listed in the table.
Note: In PeopleTools 8.4x, some items cannot be deleted.
11. Right-click each item, and select Toggle Read Only Access to set Read
Only access for all of the collections, keys, properties, and methods that
remain in the Object Workspace.
When an item is set to Read Only access, a Y appears next to it in the
Read Only column.
12. Save your changes.
13. Repeat steps 1 through 12 with the following modifications to create the
CRYSTAL_SSO_ROLE_CI Component Interface:
30BusinessObjects Enterprise XI 3.0 Integration for PeopleSoft
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