Installing PeopleTools Locally

Depending on where you work, you may either run PeopleTools (application designer, data mover etc) locally or across the network. Where I work, shortcuts have been created to run PeopleTools over the network.

However, I typically find it better if I can run PeopleTools locally.

My three main reasons for this are:

  1. Performance
  2. I don't have to worry about issues related to network glitches or the file server being down
  3. I can roll my own configuration file with the configuration I want

So how do you go about running PeopleTools locally?

There are two things you'll need to do:

  1. Copy the relevant files from the network to a local directory (e.g. C:\Oracle\PeopleSoft)
  2. Create or copy an existing configuration file and load it through Configuration Manager

Copying the relevant files to a local directory

I normally install PeopleSoft files under C:\Oracle\PeopleSoft. You can use any directory
you want but my only recommendation is that you use a path without spaces so C:\Program Files
is not ideal.

What do you need to copy? Well I copy everything under:

  • bin
  • tuxedo
  • setup (except PSCrystal)

From the PeopleSoft file server. This can be around 500MB so make sure you have enough space! Note that the directories in the setup folder are required for generating browser compare reports.

Creating and updating the configuration file

To start configuration manager run pscfg.exe under PS_HOME\bin\client\winx86 on your local machine:

  • E.g. C:\Oracle\PeopleSoft\bin\client\winx86\pscfg.exe.

The best way to go here is to just copy an existing configuration (.cfg) file from the file server where you run PeopleTools and then modify it. To load an exiting configuration file, go to the Import/Export tab in configuration manager and press the Import From a File button and select the appropriate configuration (.cfg) file.

To roll your own configuration file, start configuration manager and specify at least the following:

Startup tab:

  • Database type (e.g. Microsoft SQL Server or Oracle)
  • Server name
  • Database name
  • Connect ID
  • Connect Password & Confirmation Password

Profile tab -> Edit Default

  • Database connection type & Database name
  • If you want three-tier (application server) access, you also need to specify the application server name, machine name/IP address and port number.

Navigate to Import/Export tab and export your configuration file to store a copy on file. Otherwise the settings will only be maintained in the Windows registry.

Test login to Application Designer

To start application designer run pside.exe under PS_HOME\bin\client\winx86.

  • E.g. C:\Oracle\PeopleSoft\bin\client\winx86\pside.exe.

First try a two tier login. Then if you have an application server configured, try a three tier login using Application Server as the database type. Hopefully it all works for you.

If you receive error messages starting configuration manager or application designer make sure that you have copied the relevant files locally. If files are missing you may get a tuxedo error.

Useful tweaks

In the startup tab, specify the user ID you commonly use to login to application designer (e.g. PS).

In the startup tab, you can specify the location of the local cache in the cache files section

Use the Client Setup tab to create shortcut icons on your start menu. You need to tick the links you want (e.g. Application Designer, Configuration Manager, Data Mover) as well as ticking Install Workstation. Then press apply.

To run SQRs locally, copy the SQRs/SQCs from the file server to a local directory (e.g. C:\Oracle\PeopleSoft\sqr), then change the following settings in Profile > Edit Default Profile > Process scheduler:

  • SQR executables (e.g. C:\Oracle\PeopleSoft\bin\sqr\…\binw (… will vary depending on your database platform)
  • SQR report search 1 to where you copied the SQRs locally (e.g. C:\Oracle\PeopleSoft\sqr
  • Clear out SQR report search 2-4 OR set these to point to your file server as fall backs if the SQR/SQC is not found on your local machine.
  • Make sure you have a copy of the pssqr.ini file in your local SQR folder

Troubleshooting

I get the following error trying to run programs:

C:\PeopleSoft\bin\client\winx86\pscfg.exe

This application has failed to start because the application configuration is incorrect. 
Reinstalling the application may fix this problem.
C:\PeopleSoft\bin\client\winx86\pscfg.exe

The application has failed to start because its side-by-side configuration is incorrect. 
Please see the application event log or use the command-line sxstrace.exe tool for more 
detail.

This occurs if you do not have the Microsoft Visual C++ 2005 re-distributable package installed. You need to reinstall this from PS_HOME\setup\vcredist\vcredist_x86.exe. Do not download and install a copy from the Microsoft web site as it may not be the correct one.

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