PeopleSoft Talent Management 9.1 to PeopleSoft ... - Lee College
PeopleSoft Talent Management 9.1 to PeopleSoft ... - Lee College
PeopleSoft Talent Management 9.1 to PeopleSoft ... - Lee College
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<strong>PeopleSoft</strong> Integration Reference Guide<br />
Implementing Integration of Setup Data Between Campus Solutions<br />
9.0 and HCM<br />
November 2010<br />
Including:<br />
• Overview of Campus Solutions 9.0 <strong>to</strong> HCM Setup Data Integrations<br />
• Step-by-Step of Implementation Activities<br />
• Troubleshooting Tips and Techniques
<strong>PeopleSoft</strong> CS <strong>to</strong> HCM<br />
Copyright 2010 Oracle, Inc. All rights reserved.<br />
Printed on Recycled Paper. Printed in the United States of America.<br />
Restricted Rights<br />
The information contained in this document is proprietary and confidential <strong>to</strong><br />
<strong>PeopleSoft</strong>, Inc.<br />
Comments on this document can be submitted <strong>to</strong> Global Support Center. We<br />
encourage you provide feedback on this Integration Guide and will ensure that it is<br />
updated based on feedback received. When you send information <strong>to</strong> Oracle, you<br />
grant Oracle a non-exclusive right <strong>to</strong> use or distribute the information in any way it<br />
believes appropriate without incurring any obligation <strong>to</strong> you.<br />
No part of this document may be reproduced or transmitted in any form or by any<br />
means, electronic or mechanical, including pho<strong>to</strong>copying and recording, for any<br />
purpose without the express written permission of Oracle.<br />
This document is subject <strong>to</strong> change without notice, and Oracle does not warrant that<br />
the material contained in this document is error-free. If you find any problems with this<br />
document, please report them <strong>to</strong> <strong>PeopleSoft</strong> in writing.<br />
This material has not been submitted <strong>to</strong> any formal Oracle test and is published AS IS.<br />
It has not been the subject of rigorous review. Oracle assumes no responsibility for its<br />
accuracy or completeness. The use of this information or the implementation of any of<br />
these techniques is a cus<strong>to</strong>mer responsibility and depends on the cus<strong>to</strong>mer's ability <strong>to</strong><br />
evaluate and integrate them in<strong>to</strong> the cus<strong>to</strong>mer's operational environment. While each<br />
item may have been reviewed by Oracle for accuracy in a specific situation, there is no<br />
guarantee that the same or similar results will be obtained elsewhere. Cus<strong>to</strong>mers<br />
attempting <strong>to</strong> adapt these techniques <strong>to</strong> their own environments do so at their own risk<br />
Information in this book was developed in conjunction with use of the product<br />
specified, and is limited in application <strong>to</strong> those specific hardware and software<br />
products and levels.<br />
Oracles may have patents or pending patent applications covering subject matter in<br />
this document. The furnishing of this document does not give you any license <strong>to</strong> these<br />
patents<br />
Any pointers in this publication <strong>to</strong> external Web sites are provided for convenience only<br />
and do not in any manner serve as an endorsement of these Web sites.<br />
<strong>PeopleSoft</strong>, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and<br />
Vantive are registered trademarks, and Pure Internet Architecture, Intelligent Context<br />
Manager, and The Real-Time Enterprise are trademarks of Oracle. All other company<br />
and product names may be trademarks of their respective owners. The information<br />
contained herein is subject <strong>to</strong> change without notice.
TABLE OF CONTENTS<br />
Table of Contents 3<br />
Chapter 1 - Introduction 4<br />
Structure of this Document ........................................................................................................................................................ 4<br />
Related Materials ....................................................................................................................................................................... 4<br />
Chapter 2 - Overview 5<br />
Introduction ................................................................................................................................................................................ 5<br />
Who Should Read This Guide? .................................................................................................................................................. 5<br />
Before You Begin ...................................................................................................................................................................... 6<br />
Common Terms .......................................................................................................................................................................... 6<br />
Assumptions ............................................................................................................................................................................... 6<br />
Chapter 3: Configuring and Administering <strong>PeopleSoft</strong> CS <strong>to</strong> HCM Integrations 7<br />
Understanding <strong>PeopleSoft</strong> CS <strong>to</strong> HCM Setup Data Integrations ............................................................................................... 7<br />
Loading the Setup Data .............................................................................................................................................................. 8<br />
Configuring and Administering CS – HCM Setup Data integrations ...................................................................................... 11<br />
Configuring FullSync Service Operations................................................................................................................................ 14<br />
Configuring Incremental Sync Services ................................................................................................................................... 27<br />
APPENDIX A – CONFIGURING INTEGRATION BROKER GATEWAY AND NODES ..................................................... 28<br />
APPENDIX B – FULLSYNC AND SYNC SERVICE OPERATIONS INCLUDED FIELDS .................................................. 32<br />
APPENDIX C – INTEGRATION BROKER TROUBLESHOOTING ....................................................................................... 85<br />
Integration Broker Troubleshooting ......................................................................................................................................... 85<br />
APPENDIX D – VALIDATION AND FEEDBACK .................................................................................................................. 89<br />
Cus<strong>to</strong>mer Validation 89<br />
Field Validation 89<br />
APPENDIX E – REVISION HISTORY ...................................................................................................................................... 90<br />
Authors ..................................................................................................................................................................................... 90<br />
Revision His<strong>to</strong>ry ....................................................................................................................................................................... 90<br />
© Copyright Oracle USA 2010. All rights reserved. Page 3 of 90
Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
CHAPTER 1 - INTRODUCTION<br />
This Integration Guide is a practical guide for functional and technical users, installers, system administra<strong>to</strong>rs, and<br />
programmers who implement, maintain, or develop applications for your <strong>PeopleSoft</strong> system. In this Integration Guide, we<br />
discuss configuration of CS – HCM integrations <strong>to</strong> support shared Setup Data values; this includes configuring and<br />
troubleshooting a <strong>PeopleSoft</strong> Integration Broker environment.<br />
Structure of this Document<br />
This Integration Guide provides guidance for the implementation of CS <strong>to</strong> HCM Integrations. It outlines the scope and<br />
configuration steps of objects available <strong>to</strong> support CS – HCM integrations.<br />
Keep in mind that Oracle updates this document as needed so that it reflects the most current feedback we receive from the<br />
field. Therefore, the structure, headings, content, and length of this document is likely <strong>to</strong> vary with each posted version. To see<br />
if the document has been updated since you last downloaded it, compare the date of your version <strong>to</strong> the date of the version<br />
posted on My Oracle Support.<br />
Related Materials<br />
We recommend that before you read this guide, you also read the Campus Solutions-HCM Integration White Paper, it provides<br />
an overall summary of the objectives and various approaches <strong>to</strong> supporting separate CS and HCM instances.<br />
In addition <strong>to</strong> this document, additional implementation guides have been developed <strong>to</strong> assist you in understanding and<br />
implementing your CS – HCM integrations. These documents and Campus Solutions-HCM Integration White Paper are<br />
posted <strong>to</strong> My Oracle Support, associated with Feature Pack 4 Documentation (ID 1259484.1 ).<br />
<br />
<br />
<br />
<br />
Implementing Person Bio-Demo Data Integration between CS and HCM on My Oracle Support<br />
Implementing External Search/Match between CS and HCM on My Oracle Support<br />
Implementing CS Integration with the Higher Education Constituent Hub on My Oracle Support (Note that this<br />
document will not be released until late 2010 or early 2011)<br />
Implementing Portal Navigation aggregation for CS and HCM Integration on My Oracle Support<br />
This document is not a general introduction <strong>to</strong> Integration Broker and we assume that our readers are experienced IT<br />
professionals, with a good understanding of <strong>PeopleSoft</strong>‟s Internet Architecture. To take full advantage of the information<br />
covered in this document, we recommend that you have a basic understanding of system administration, basic Internet<br />
architecture, integration technologies, relational database concepts/SQL, and how <strong>to</strong> use <strong>PeopleSoft</strong> applications.<br />
This document is not intended <strong>to</strong> replace the documentation delivered with the PeopleTools 84x or 8.5x PeopleBooks. We<br />
recommend that before you read this document, you also read the PIA related information in the PeopleTools PeopleBooks <strong>to</strong><br />
ensure that you have a well-rounded understanding of our PIA technology. Note: Much of the information in this document<br />
eventually gets incorporated in<strong>to</strong> subsequent versions of the PeopleBooks.<br />
Many of the fundamental concepts related <strong>to</strong> PIA are discussed in the following <strong>PeopleSoft</strong> PeopleBooks:<br />
<strong>PeopleSoft</strong> Internet Architecture Administration (PeopleTools|Administration Tools|<strong>PeopleSoft</strong> Internet<br />
Architecture Administration)<br />
Application Designer (Development Tools|Application Designer)<br />
Application Messaging (Integration Tools|Application Messaging)<br />
PeopleCode (Development Tools|PeopleCode Reference)<br />
<strong>PeopleSoft</strong> Installation and Administration<br />
<strong>PeopleSoft</strong> Hardware and Software Requirements<br />
© Copyright Oracle USA 2010. All rights reserved. Page 4 of 90
<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
CHAPTER 2 - OVERVIEW<br />
This chapter includes the following <strong>to</strong>pics:<br />
<br />
<br />
<br />
<br />
Introduction<br />
Who Should Read This Guide?<br />
Before You Begin<br />
Common Terms<br />
Introduction<br />
The Campus Solutions suite of products has his<strong>to</strong>rically resided in a single database instance with HCM. This coupling has<br />
enabled CS and HCM <strong>to</strong> share a person model, a single instance of a person in the system, and student refund processing<br />
through HR Payroll. Certain key values and codes used throughout Campus Solutions are defined using HCM pages (and the<br />
data is saved in core HCM tables).<br />
Oracle is supporting a set of integrations (asynchronous fullsync and incremental sync) that will keep many of these setup data<br />
values synchronized between your separate CS and HCM systems. Full sync requires user intervention <strong>to</strong> initiate the process<br />
for each table. Incremental sync uses services that are triggered by PeopleCode in the online components when data changes.<br />
The list of available integrations for shared setup data is detailed later in this document. You will want <strong>to</strong> understand, and<br />
determine, which of the setup data integrations you will need <strong>to</strong> use with your CS – HCM integrations. Most of these shared<br />
setup data values are required for core Person data, and therefore, fundamental <strong>to</strong> the integration of your Person data.<br />
Depending on what type of integration approach your institution implements, you will need <strong>to</strong> analyze which of these data<br />
values will be important for you <strong>to</strong> keep in sync.<br />
CS 9.0 Instance<br />
HCM 9.0/<strong>9.1</strong> Instance<br />
Reference<br />
Data<br />
Transaction<br />
Data<br />
For more information on shared HRMS Data Elements that are used in Campus Solutions, see <strong>PeopleSoft</strong> Enterprise Campus<br />
Community Fundamentals PeopleBook, “Designing Campus Community,” Understanding Campus Community and <strong>PeopleSoft</strong><br />
Enterprise HRMS Shared Elements<br />
Who Should Read This Guide?<br />
Typically, administrative users configure and administer the application. An administrative user can be either an Oracle<br />
Consulting Services representative or the designated members of your implementation team who are familiar with Integration<br />
Broker and your organization‟s business process requirements.<br />
© Copyright Oracle USA 2010. All rights reserved. Page 5 of 90
Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Functional users with a good understanding of core CS Campus Community and Human Resources functionality will be an<br />
essential part of your implementation.<br />
This guide assumes at least that level of knowledge and describes how <strong>to</strong> implement <strong>PeopleSoft</strong> Campus Solutions - HCM<br />
Setup Data Integrations.<br />
Before You Begin<br />
Before you can setup, administer, or use <strong>PeopleSoft</strong> Campus Solutions - HCM integrations, you must install or upgrade the<br />
HCM 9.0 / <strong>9.1</strong> environment and then set up / configure the Integration Broker between the two applications for your institution.<br />
The steps detailing the installation or upgrade of your HCM 9.0/<strong>9.1</strong> system are not part of the scope of this document.<br />
Some examples of the configuration tasks that you must perform for your CS <strong>to</strong> HCM Integrations include:<br />
<br />
<br />
<br />
<br />
Configuring the <strong>PeopleSoft</strong> CS and HCM installation and PeopleTools options tables.<br />
Setting up the integration gateway and integration nodes within the Integration Broker system.<br />
Activating services, service operations, and routings within the Integration Broker system.<br />
Defining roles and permissions for your user profiles.<br />
Common Terms<br />
This table provides definitions for some of the common terms that are used in this guide.<br />
Term<br />
Definition<br />
EIP<br />
Owner<br />
SOR<br />
User Profiles<br />
Enterprise Integration Point. These include Fullsync and incremental Sync<br />
service operations.<br />
Another term for System of Record; the system that publishes data <strong>to</strong> a<br />
subscribing system in synchronization services.<br />
System of Record; the system that publishes data <strong>to</strong> a subscribing system in<br />
synchronization services data loads.<br />
User profiles define individual <strong>PeopleSoft</strong> users. You define user profiles and then<br />
link them <strong>to</strong> one or more roles. Typically, a user profile must be linked <strong>to</strong> at least<br />
one role <strong>to</strong> be a usable profile. The majority of the permissions that make up a<br />
user profile are inherited from the linked roles.<br />
Assumptions<br />
<br />
<br />
Synchronization of your related language data will be handled by PeopleTools.<br />
Base language in your CS 9.0 and HCM 9.0 or <strong>9.1</strong> should be the same.<br />
© Copyright Oracle USA 2010. All rights reserved. Page 6 of 90
<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
CHAPTER 3: CONFIGURING AND ADMINISTERING PEOPLESOFT CS TO HCM<br />
INTEGRATIONS<br />
This chapter discusses how <strong>to</strong> configure and administer Integrations for your system. It provides an overview of the Integration<br />
Broker system and discusses the following <strong>to</strong>pics:<br />
<br />
<br />
<br />
<br />
Understanding CS – HCM Setup data integrations<br />
Loading the Setup data<br />
Configuring and administering the integrations<br />
Loading and administering user profiles.<br />
Understanding <strong>PeopleSoft</strong> CS <strong>to</strong> HCM Setup Data Integrations<br />
For <strong>PeopleSoft</strong> CS - HCM integrations, you must configure both systems, and then load data from your system of record <strong>to</strong><br />
your subscribing target system before you configure additional application features and deploy the application from your<br />
website <strong>to</strong> the intended users.<br />
Determine your system of record (owner) for this data by fully evaluating the business processes and data ownership practices<br />
at your institution. You may determine that revised process and data governance policies would be beneficial as you<br />
implement separate CS and HCM systems.<br />
For cus<strong>to</strong>mers implementing an Owner/Subscriber integration model, Oracle recommends a best practice of establishing your<br />
HCM system as the system of record, with your CS 9.0 system as the subscribing target. The HCM instance is the system of<br />
record for required HCM data, including basic HR Workforce Administration setup data and Workforce transactional data.<br />
Note: This document demonstrates examples of an Owner/Subscriber implementation, where HCM <strong>9.1</strong> is the system of<br />
record, and CS 9.0 is the subscribing target system. If you plan <strong>to</strong> implement a Distinct Ownership model, you can follow the<br />
same steps <strong>to</strong> configure and use the Fullsync and Sync service operations for the setup data you will keep in sync between your<br />
CS and HCM systems.<br />
Administrative Tasks for CS – HCM Setup Data Integrations<br />
This section lists the high-level administrative tasks that you must complete <strong>to</strong> enable your CS – HCM setup data integrations.<br />
The following table lists the required tasks, the <strong>to</strong>ol required <strong>to</strong> complete each task, and additional instructional notes.<br />
Task Phase System Tool<br />
Required<br />
Comments<br />
Configure Integration<br />
Broker messaging<br />
Implementation CS 9.0<br />
HCM<br />
9.0/<strong>9.1</strong><br />
Integration<br />
Broker<br />
Configure remote gateway. Add integration nodes<br />
for Integration Broker environment.<br />
Configure FullSync and Sync Setup Data service<br />
integrations.<br />
Run full synch<br />
messaging<br />
Implementation CS 9.0<br />
HCM<br />
9.0/<strong>9.1</strong><br />
Enterprise<br />
Component<br />
Full Data<br />
Publish<br />
Assumes that Integration Broker is fully<br />
configured.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Task Phase System Tool<br />
Required<br />
Comments<br />
Validate data load in<br />
Integration Broker<br />
environment<br />
Implementation CS 9.0<br />
or<br />
HCM<br />
9.0/<strong>9.1</strong><br />
Online<br />
access or<br />
online<br />
query<br />
In event of data errors, use online pages, reports,<br />
and queries <strong>to</strong> validate the data. Rerun full synch<br />
process as necessary.<br />
Configure Portal<br />
Navigations<br />
Implementation CS 9.0<br />
or<br />
HCM<br />
9.0/<strong>9.1</strong><br />
Online<br />
access<br />
See the Implementing Portal Navigation<br />
aggregation for CS and HCM Integration guide<br />
(on My Oracle Support).<br />
Provide navigation links <strong>to</strong> system of record for<br />
users <strong>to</strong> add or update data.<br />
Configure Permissions Implementation CS 9.0<br />
or<br />
HCM<br />
9.0/<strong>9.1</strong><br />
Online<br />
access<br />
See the Implementing Portal Navigation<br />
aggregation for CS and HCM Integration guide<br />
(on My Oracle Support), and related PeopleBooks.<br />
Limit, or provide display-only access <strong>to</strong> setup data<br />
pages in the subscriber system. (Users should not<br />
be allowed <strong>to</strong> update data directly in a subscribing<br />
target system, if the data is kept synchronized<br />
using integrations).<br />
Ongoing data sync<br />
(updates)<br />
Sustaining<br />
Support<br />
CS 9.0<br />
or<br />
HCM<br />
9.0/<strong>9.1</strong><br />
Integration<br />
Broker<br />
Assumes that Integration Broker is fully<br />
configured for Sync services, publishing from<br />
system of record <strong>to</strong> subscribing target system.<br />
Loading the Setup Data<br />
Your CS and HCM systems are integrated <strong>to</strong> enable setup data <strong>to</strong> flow between the two environments. The integration is based<br />
on PeopleTools Integration Broker Asynchronous Service Operations. After your system is installed, you must load the setup<br />
data <strong>to</strong> use.<br />
In place of using the delivered integrations, you may choose <strong>to</strong> manually update the data in both systems; be sure <strong>to</strong> review<br />
these implementation decisions in context of your business practices and data ownership decisions. If you will be<br />
implementing an Owner/Subscriber model for your separate CS and HCM systems, you will need <strong>to</strong> be certain that the related<br />
setup data is kept in sync. Oracle recommends that you make use of the delivered integrations <strong>to</strong> keep these setup data<br />
elements in sync.<br />
Note. For these integrations, the data flow is one way only from your system of record <strong>to</strong> your subscribing target. To maintain<br />
data integrity in this one-way flow, much of the setup data loaded from the system of record should be hidden from view or<br />
made display-only in the subscribing target system. This is further discussed later in this document.<br />
You can use the following methods <strong>to</strong> load data from your system of record <strong>to</strong> the subscribing target system:<br />
<br />
<br />
Full Synchronization Services (full sync – initial load only)<br />
Incremental Synchronization Services (sync)<br />
No matter what method you use, you must load data in the proper sequence <strong>to</strong> accommodate data dependencies.<br />
© Copyright Oracle USA 2010. All rights reserved. Page 8 of 90
<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
You must also load the specific data tables within each set of tables in proper order. For example, for setup tables, you must<br />
load the Country Table first, then the Currency Code Table, then the States/Provinces table, and so on.<br />
This section gives a high-level description of each method and provides the required table loading sequences.<br />
Full Synchronization<br />
A full synchronization service (full sync) captures all of the data that you specify in the system of record (SOR) and publishes<br />
it <strong>to</strong> the subscribing system. It first deletes all data of the specified type that is in the subscriber and replaces it with the<br />
captured data.<br />
Warning! Because of the data deletion associated with full sync, consider running full sync only at implementation time or if<br />
you must clear your CS <strong>to</strong> HCM system and begin again. Use the full sync process for data that infrequently changes.<br />
Defining Integration Definitions<br />
Load data from your system of record <strong>to</strong> your subscribing target system for implementation using the full sync method. To use<br />
full sync, first define full data publish rules. Then define run controls <strong>to</strong> schedule and run the full sync service for each rule.<br />
Use integration definitions pages in Enterprise Components <strong>to</strong> enable full sync data publishing.<br />
<br />
<br />
<br />
<br />
On the Full Data Publish Rules page, identify each message structure <strong>to</strong> use as a service and any chunking rules.<br />
Chunking rules allow data <strong>to</strong> be broken in<strong>to</strong> more manageable pieces for tables with many rows.<br />
If you want <strong>to</strong> define a subset of data <strong>to</strong> publish, use the Record Mapping page. For example, if you are implementing<br />
only one subsidiary of your organization in CS <strong>to</strong> HCM Integrations, you might create a view that isolates that data,<br />
and then that view <strong>to</strong> map <strong>to</strong> a record contained within the service structure.<br />
On the Languages page, identify whether you want <strong>to</strong> send base language content, all related language content, or<br />
specified languages <strong>to</strong> CS <strong>to</strong> HCM Integrations.<br />
Initiate the full sync service for each table on the Full Data Publish page using the appropriate table loading sequence.<br />
For more information on full data publishing rules or any of the Enterprise Component pages described in this section, see<br />
<strong>PeopleSoft</strong> Enterprise Components PeopleBook for <strong>PeopleSoft</strong> Enterprise HRMS & Campus Solutions, “Assigning Publishing<br />
Rules.”<br />
Setup Data Loading Sequence<br />
Minimum setup information must be available and loaded from your HCM system <strong>to</strong> your CS 9.0 system for implementation.<br />
Oracle recommends that your HCM instance be the system of record for your setup table data.<br />
Table 1 below lists the available service operations and applicable tables. These should loaded in order as specified.<br />
© Copyright Oracle USA 2010. All rights reserved. Page 9 of 90
Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Integration Description Integration Name Table(s)<br />
Country Codes COUNTRY_FULLSYNC COUNTRY_TBL<br />
Currency Codes CURRENCY_FULLSYNC CURRENCY_CD_TBL<br />
State/Province Codes STATE_FULLSYNC STATE_TBL<br />
SetIDs SETID_INITIALIZE SETID_TBL<br />
Tableset Controls TBLSET_CONTROL_INITIALIZE SET_CNTRL_TBL<br />
SET_CNTRL_GROUP<br />
SET_CNTRL_REC<br />
Regula<strong>to</strong>ry Regions REGULATORY_REGION_FULLSYNC REG_REGION_TBL<br />
HR Business Units BUS_UNIT_HR_FULLSYNC BUS_UNIT_TBL_HR<br />
Company Codes COMPANY_FULLSYNC COMPANY_TBL<br />
Location Codes LOCATION_FULLSYNC LOCATION_TBL<br />
Department Codes DEPT_FULLSYNC DEPT_TBL<br />
Job Codes JOBCODE_FULLSYNC JOBCODE_TBL<br />
Holiday Date Schedules HOLIDAY_DATE_FULLSYNC HOLIDAY_TBL<br />
HOLIDAY_DATE<br />
National ID Types NID_TYPE_FULLSYNC NID_TYPE_TBL<br />
Name Types NAME_TYPE_FULLSYNC NAME_TYPE_TBL<br />
Name Prefixes NAME_PREFIX_SUFFIX_FULLSYNC1 NAME_PREFIX_TBL<br />
Name Suffixes NAME_PREFIX_SUFFIX_FULLSYNC2 NAME_SUFFIX_TBL<br />
Name Royal Prefixes NAME_PREFIX_SUFFIX_FULLSYNC3 NM_ROYPREF_TBL<br />
Name Royal Suffixes NAME_PREFIX_SUFFIX_FULLSYNC4 NM_ROYSUFF_TBL<br />
Name Titles TITLE_FULLSYNC TITLE_TBL<br />
Address Types ADDRESS_TYPE_FULLSYNC ADDRESS_TYP_TBL<br />
Person of Interest Types POI_TYPE_TBL_FULLSYNC POI_TYPE_TBL<br />
Ethnic Group Codes ETHNIC_GRP_FULLSYNC ETHNIC_GROUP_TBL<br />
US Standard Occupational US_SOC_FULLSYNC<br />
US_SOC_TBL<br />
Codes (USA)<br />
Supporting Documents SUPPORT_DOC_FULLSYNC<br />
(Visa/Permits)<br />
SUPPORT_DOC_TBL<br />
Visa Permit Types VISA_PERMIT_FULLSYNC VISA_PERMIT_TBL,<br />
VISA_PERMIT_SUP<br />
Major Codes COMPETENCY_FULLSYNC3 MAJOR_TBL<br />
Table 1 Setup Data Integrations<br />
Incremental Synchronization<br />
Data in the supporting tables in your system of record may change over time after the initial loading of setup, transactional<br />
data, and security data. Use incremental sync (Sync) services <strong>to</strong> send this information from your system of record <strong>to</strong> your<br />
subscribing target system <strong>to</strong> maintain data integrity.<br />
An incremental sync captures data that was created, added, changed, or deleted in the system of record since the last<br />
synchronization. It uses the captured data <strong>to</strong> overwrite the same data in the subscribing system, thereby refreshing the<br />
subscribing system so that both systems have the same data.<br />
After the initial Fullsync data loads have completed in your subscribing target system, you may inactivate the associated<br />
FullSync services, and then activate the appropriate incremental Sync services <strong>to</strong> keep your systems updated.<br />
© Copyright Oracle USA 2010. All rights reserved. Page 10 of 90
<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Manual Entry Data Load<br />
You can, if necessary, type data manually in<strong>to</strong> your CS 9.0 and HCM 9.0/<strong>9.1</strong> systems, however it would be tedious, time<br />
consuming, and possibly introduce typographical errors. Oracle does not recommend this method for most data elements unless<br />
required <strong>to</strong> load a small amount of data.<br />
Configuring and Administering CS – HCM Setup Data integrations<br />
FullSync and Sync Service Operations and Handlers<br />
The following table identifies the FullSync and Sync Service Operations, and subscription handlers that you should use <strong>to</strong><br />
configure your CS – HCM setup data integrations. You should configure all integrations that you have identified according <strong>to</strong><br />
your business requirements and implementation plans.<br />
Table 2 FullSync and Sync Service Operations and Handlers<br />
Service Operation Description Queue Subscription Handler App Pkg<br />
ADDRESS_TYPE_FULLSYNC<br />
ADDRESS_TYPE_SYNC<br />
BUS_UNIT_HR_FULLSYNC<br />
BUS_UNIT_HR_SYNC<br />
Address Type<br />
Table<br />
Address Type<br />
Table<br />
HR Business Unit<br />
Table<br />
HR Business Unit<br />
Table<br />
PERSON_SETUP<br />
PERSON_SETUP<br />
HR_SETUP<br />
HR_SETUP<br />
AddressTypeFullSync<br />
(ADDRESS_TYPE_FULLSYNC/AddressTypeFullSync/On<br />
Notify)<br />
AddressTypeSync<br />
(ADDRESS_TYPE_SYNC/AddressTypeSync/OnNotify)<br />
BusUnitHRFullSync<br />
(BUS_UNIT_HR_FULLSYNC/BusUnitHRFullSync/OnNo<br />
tify)<br />
BusUnitHRSync<br />
(BUS_UNIT_HR_SYNC/BusUnitHRSync/OnNotify)<br />
COMPANY_FULLSYNC Company Codes PERSON_SETUP CompanyFullSync<br />
(COMPANY_FULLSYNC/CompanyFullSync/OnNotify)<br />
COMPANY_SYNC Company Codes PERSON_SETUP CompanySync<br />
(COMPANY_SYNC/CompanySync/OnNotify)<br />
COMPETENCY_FULLSYNC3<br />
COMPETENCY_SYNC3<br />
<strong>College</strong> Major<br />
Subject Codes<br />
<strong>College</strong> Major<br />
Subject Codes<br />
COMPETENCY<br />
COMPETENCY<br />
COUNTRY_FULLSYNC Countries ENTERPRISE_SE<br />
TUP<br />
COUNTRY_SYNC Countries ENTERPRISE_SE<br />
TUP<br />
CURRENCY_FULLSYNC Currency Codes ENTERPRISE_SE<br />
TUP<br />
CURRENCY_SYNC Currency Codes ENTERPRISE_SE<br />
TUP<br />
DEPT_FULLSYNC Departments ENTERPRISE_SE<br />
TUP<br />
DEPT_SYNC Departments ENTERPRISE_SE<br />
TUP<br />
ETHNIC_GRP_FULLSYNC<br />
ETHNIC_GRP_SYNC<br />
HOLIDAY_DATE_FULLSYNC<br />
Ethnic Group<br />
Table<br />
Ethnic Group<br />
Table<br />
Holiday Date<br />
Schedules<br />
TAM_INTEGRAT<br />
ION<br />
TAM_INTEGRAT<br />
ION<br />
PERSON_SETUP<br />
CompetencyFullSync3<br />
(COMPETENCY_FULLSYNC3/CompetencyFullSync3/On<br />
Notify)<br />
CompetencySync3<br />
(COMPETENCY_SYNC3/CompetencySync3/OnNotify)<br />
GEN_UPG_HANDLER_12332<br />
(COUNTRY_FULLSYNC/CountryFullSync/OnNotify)<br />
CountrySync<br />
COUNTRY_SYNC/CountrySync/OnNotify<br />
CurrencyFullSync<br />
CURRENCY_FULLSYNC/CurrencyFullSync/OnNotify<br />
CurrencySync<br />
CURRENCY_SYNC/CurrencySync/OnNotify<br />
DeptFullSync<br />
(DEPT_FULLSYNC/DeptFullSyncNoCI/OnNotify)<br />
DeptSync<br />
DEPT_SYNC/DeptSync/OnNotify<br />
EthnicGrpFullSync<br />
ETHNIC_GRP_FULLSYNC/EthnicGrpFullSync/OnNotify<br />
EthnicGrpSync<br />
ETHNIC_GRP_SYNC/EthnicGrpSync/OnNotify<br />
HolidayDateFullSync<br />
HOLIDAY_DATE_FULLSYNC/HolidayDateFullSync/On<br />
Notify<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Service Operation Description Queue Subscription Handler App Pkg<br />
HOLIDAY_DATE_SYNC<br />
Holiday Date<br />
Schedules<br />
PERSON_SETUP<br />
HolidayDateSync<br />
HOLIDAY_DATE_SYNC/HolidayDateSync/OnNotify<br />
JOBCODE_FULLSYNC Job Codes PERSON_SETUP JobcodeFullSync<br />
JOBCODE_FULLSYNC/JobcodeFullSync/OnNotify<br />
JOBCODE_SYNC Job Codes PERSON_SETUP JobcodeSync<br />
JOBCODE_SYNC/JobcodeSync/OnNotify<br />
LOCATION_FULLSYNC<br />
LOCATION_SYNC<br />
NAME_PREFIX_SUFFIX_FUL<br />
LSYNC1<br />
Company Site<br />
Locations<br />
Company Site<br />
Locations<br />
Name Prefixes<br />
ENTERPRISE_SE<br />
TUP<br />
ENTERPRISE_SE<br />
TUP<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
LocationFullSync<br />
(LOCATION_FULLSYNC/LocationFullSync/OnNotify)<br />
LocationSync<br />
(LOCATION_SYNC/LocationSync/OnNotify)<br />
NamePrefixSuffixFullSync1<br />
NAME_PREFIX_SUFFIX_FULLSYNC1/NamePrefixSuffi<br />
xFullSync1/OnNotify<br />
NAME_PREFIX_SUFFIX_FUL<br />
LSYNC2<br />
Name SuffixTable<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixFullSync2<br />
NAME_PREFIX_SUFFIX_FULLSYNC2/NamePrefixSuffi<br />
xFullSync2/OnNotify<br />
NAME_PREFIX_SUFFIX_FUL<br />
LSYNC3<br />
Name Royal Pref<br />
Table<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixFullSync3<br />
NAME_PREFIX_SUFFIX_FULLSYNC3/NamePrefixSuffi<br />
xFullSync3/OnNotify<br />
NAME_PREFIX_SUFFIX_FUL<br />
LSYNC4<br />
Name Royal Suff<br />
Table<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixFullSync4<br />
NAME_PREFIX_SUFFIX_FULLSYNC4/NamePrefixSuffi<br />
xFullSync4/OnNotify<br />
NAME_PREFIX_SUFFIX_SYN<br />
C1<br />
Name Prefixes<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixSync1<br />
NAME_PREFIX_SUFFIX_SYNC1/NamePrefixSuffixSync<br />
1/OnNotify<br />
NAME_PREFIX_SUFFIX_SYN<br />
C2<br />
Name SuffixTable<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixSync2<br />
NAME_PREFIX_SUFFIX_SYNC2/NamePrefixSuffixSync<br />
2/OnNotify<br />
NAME_PREFIX_SUFFIX_SYN<br />
C3<br />
Name Royal Pref<br />
Table<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixSync3<br />
NAME_PREFIX_SUFFIX_SYNC3/NamePrefixSuffixSync<br />
3/OnNotify<br />
NAME_PREFIX_SUFFIX_SYN<br />
C4<br />
Name Royal Suff<br />
Table<br />
NAME_PREFIX_<br />
SUFFIX_TABLES<br />
NamePrefixSuffixSync4<br />
NAME_PREFIX_SUFFIX_SYNC4/NamePrefixSuffixSync<br />
4/OnNotify<br />
NAME_TYPE_FULLSYNC Name Type Table PERSON_SETUP NameTypeFullSync<br />
NAME_TYPE_FULLSYNC/NameTypeFullSync/OnNotify<br />
NAME_TYPE_SYNC Name Type Table PERSON_SETUP NameTypeSync<br />
NAME_TYPE_SYNC/NameTypeSync/OnNotify<br />
NID_TYPE_FULLSYNC<br />
NID_TYPE_SYNC<br />
OPR_DEF_FULLSYNC<br />
OPR_DEF_SYNC<br />
National ID Type<br />
table<br />
National ID Type<br />
table<br />
Opera<strong>to</strong>r Defaults<br />
Table - HR<br />
Opera<strong>to</strong>r Defaults<br />
Table - HR<br />
PERSON_SETUP<br />
PERSON_SETUP<br />
TAM_INTEGRAT<br />
ION<br />
TAM_INTEGRAT<br />
ION<br />
NidTypeFullSync<br />
NID_TYPE_FULLSYNC/NidTypeFullSync/OnNotify<br />
NidTypeSync<br />
NID_TYPE_SYNC/NidTypeSync/OnNotify<br />
OprDefFullSync<br />
OPR_DEF_FULLSYNC/OprDefFullSync/OnNotify<br />
OprDefSync<br />
OPR_DEF_SYNC/OprDefSync/OnNotify<br />
POI_TYPE_TBL_FULLSYNC POI Type Table PERSON_SETUP POITypeTBLFullSync<br />
POI_TYPE_TBL_FULLSYNC/POITypeTblFullSync/OnN<br />
otify<br />
POI_TYPE_TBL_SYNC POI Type Table PERSON_SETUP POITypeTBLSync<br />
POI_TYPE_TBL_SYNC/POITypeTblSync/OnNotify<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Service Operation Description Queue Subscription Handler App Pkg<br />
REGULATORY_REGION_FUL<br />
LSYNC<br />
REGULATORY_REGION_SY<br />
NC<br />
Regula<strong>to</strong>ry Region PERSON_SETUP RegRegionFullSync<br />
REG_REGION_FULLSYNC/RegRegionFullSync/OnNotif<br />
y<br />
Regula<strong>to</strong>ry Region PERSON_SETUP RegRegionSync<br />
REG_REGION_SYNC/RegRegionSync/OnNotify<br />
SETID_INITIALIZE SetIDs TBLSET_CONTR<br />
OL<br />
STATE_FULLSYNC State Codes ENTERPRISE_SE<br />
TUP<br />
STATE_SYNC State Codes ENTERPRISE_SE<br />
TUP<br />
SUPPORT_DOC_FULLSYNC<br />
SUPPORT_DOC_SYNC<br />
TBLSET_CONTROL_INITIALI<br />
ZE<br />
Visa Supporting<br />
Documents<br />
Visa Supporting<br />
Documents<br />
TableSet Control<br />
Records<br />
TAM_INTEGRAT<br />
ION<br />
TAM_INTEGRAT<br />
ION<br />
TBLSET_CONTR<br />
OL<br />
SetidInitialize<br />
(SETID_INITIALIZE/SetidInitialize/OnNotify)<br />
StateFullSync<br />
STATE_FULLSYNC/StateFullSync/OnNotify<br />
StateSync<br />
STATE_SYNC/StateSync/OnNotify<br />
SupportDocFullSync<br />
SUPPORT_DOC_FULLSYNC/SupportDocFullSync/OnNo<br />
tify<br />
SupportDocSync<br />
SUPPORT_DOC_SYNC/SupportDocSync/OnNotify<br />
TblsetControlInitialize<br />
TBLSET_CONTROL_INITIALIZE/TblsetControlInitiatlize<br />
/OnNotify<br />
TITLE_FULLSYNC Title Table PERSON_SETUP TitleFullSync<br />
TITLE_FULLSYNC/TitleFullSync/OnNotify<br />
TITLE_SYNC Title Table PERSON_SETUP TitleSync<br />
TITLE_SYNC/TitleSync/OnNotify<br />
US_SOC_FULLSYNC<br />
US_SOC_SYNC<br />
US Standard<br />
Occupational<br />
Codes<br />
US Standard<br />
Occupational<br />
PERSON_SETUP<br />
PERSON_SETUP<br />
USSocFullSync<br />
US_SOC_FULLSYNC/USSocFullSync/OnNotify<br />
USSocSync<br />
US_SOC_SYNC/USSocSync/OnNotify<br />
Codes<br />
VISA_PERMIT_FULLSYNC Visa Permit Types VISA_PERMIT VisaPermitFullSync<br />
VISA_PERMIT_FULLSYNC/VisaPermitFullSync/OnNotif<br />
y<br />
VISA_PERMIT_SYNC Visa Permit Types VISA_PERMIT VisaPermitSync<br />
VISA_PERMIT_SYNC/VisaPermitSync/OnNotify<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Configuring Integration Broker Gateways and Nodes<br />
Your CS and HCM systems must have appropriate connectivity established before you configure and run any fullsync or sync<br />
data load process. Please refer <strong>to</strong> Appendix A of this document for the appropriate steps <strong>to</strong> configure Integration Broker<br />
Gateways and Nodes in your CS and HCM systems.<br />
Configuring FullSync Service Operations<br />
This section of the document outlines the implementation steps for setting up and activating each FullSync service operation in<br />
Integration Broker.<br />
Repeat these steps for each FullSync service operation you will use.<br />
Source Database Configuration Tasks<br />
Note: The examples shown for the source database configuration tasks are of an HCM <strong>9.1</strong> database on PeopleTools 8.51.<br />
1. Update security by adding the Service Operation(s) <strong>to</strong> your primary permission list:<br />
a. Go <strong>to</strong> PeopleTools > Permissions & Roles > Permission Lists.<br />
b. Select the relevant permission list from the search dialog box.<br />
c. Go <strong>to</strong> the “Web Services” tab.<br />
d. Enter the corresponding Service(s) for the Service Operation(s) you wish <strong>to</strong> use.<br />
e. Click on the “Edit” link and add access <strong>to</strong> the relevant Service Operation(s) listed on the Web Service Permissions<br />
secondary page by selecting the “Full Access” option for the “”Access” column.<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Figure 1 Permission List Web Services Security<br />
Figure 2 Web Service Permissions – Full Access<br />
2. Activate Service Operation(s) and Create Routing(s):<br />
a. Go <strong>to</strong> PeopleTools > Integration Broker > Integration Setup > Service Operations.<br />
b. Select the relevant Service Operation(s) from the search dialog box.<br />
c. Check the “Active” check box on the “General” tab.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
d. Make note of the “Queue Name” field, as you will need <strong>to</strong> verify that the Queue is in the “Running” status later.<br />
e. Click on the “Routings” tab and add a new routing for the Service Operation by entering a value in the “Routing<br />
Name” field and clicking the “Add” but<strong>to</strong>n.<br />
Figure 3 Service Operation Definition<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Figure 4 Service Operations Routings<br />
f. Enter a “Sender Node” and a “Receiver Node” on the “Routings Definition” page of the “Routings” component.<br />
g. Verify that the “Active” check box is checked.<br />
h. Click the “Save” but<strong>to</strong>n at the bot<strong>to</strong>m of the “Routings Definition” page <strong>to</strong> save the routing.<br />
i. Click the “Return” but<strong>to</strong>n at the bot<strong>to</strong>m of the “Routings Definition” page <strong>to</strong> return <strong>to</strong> the Service Operation setup<br />
component.<br />
j. Save the Service Operation by clicking the “Save” but<strong>to</strong>n at the bot<strong>to</strong>m of any of the pages in the Service<br />
Operations component.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Figure 5 Service Operation Routing Definitions Detail<br />
3. Activate Message Queue<br />
k. Go <strong>to</strong> PeopleTools > Integration Broker > Service Operations Moni<strong>to</strong>r > Administration > Queue Status.<br />
l. Scroll down the page until you find the relevant Queue Name (from the Service Operation setup page noted<br />
earlier).<br />
m. Review the queue “Status” and activate the queue by pushing the “Run” but<strong>to</strong>n if needed. The queue status<br />
should be set <strong>to</strong> “Running” before leaving this page.<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Figure 6 Queue Status<br />
Target Database Configuration Tasks<br />
Note: The examples shown for the target database configuration tasks are a CS 9.0 database on PeopleTools 8.51.<br />
1. Update security by adding the service operation <strong>to</strong> the required user’s permission list.<br />
a. Go <strong>to</strong> PeopleTools > Permissions & Roles > Permission Lists.<br />
b. Select the relevant permission list from the search dialog box (primary permission list for the user).<br />
c. Go <strong>to</strong> the “Web Services” tab.<br />
d. Enter the corresponding Service(s) for the Service Operation(s) you wish <strong>to</strong> leverage.<br />
e. Click on the “Edit” link and add access <strong>to</strong> the relevant Service Operation(s) listed on the Web Service Permissions<br />
secondary page.<br />
f. Click “OK” <strong>to</strong> return <strong>to</strong> the “Web Services” page.<br />
g. Click “Save” <strong>to</strong> save the updated Permission List.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Figure 7 Permission List Web Services Security<br />
Figure 8 Web Services Permissions - Full Access<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
2. Activate Service Operation and Create Routing.<br />
a. Go <strong>to</strong> PeopleTools > Integration Broker > Integration Setup > Service Operations.<br />
b. Select the relevant Service Operation(s) from the search dialog box.<br />
c. Check the “Active” check box on the “General” tab.<br />
d. Make note of the “Queue Name” field, as you will need <strong>to</strong> verify that the Queue is in the “Running” status later.<br />
Figure 9 Service Operation Definition<br />
e. Click on the “Routings” tab and add a new routing for the Service Operation.<br />
f. Enter a “Sender Node” and a “Receiver Node” on the “Routings Definition” page of the “Routings” component.<br />
g. Verify that the “Active” check box is checked.<br />
h. Click the “Save” but<strong>to</strong>n at the bot<strong>to</strong>m of the “Routings Definition” page <strong>to</strong> save the routing.<br />
i. Click the “Return” but<strong>to</strong>n at the bot<strong>to</strong>m of the “Routings Definition” page <strong>to</strong> return <strong>to</strong> the Service Operation setup<br />
component.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
j. Save the Service Operation by clicking the “Save” but<strong>to</strong>n at the bot<strong>to</strong>m of any of the pages in the Service Operations<br />
component.<br />
Figure 10 Service Operation Routings<br />
Figure 11 Routing Definitions<br />
3. Activate or create the required Service Operations OnNotify handler.<br />
a. Click on the “Handlers” tab of the Service Operations component.<br />
b. Enter a Handler Name as shown below if one does not exist.<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
c. Set Handler Name = [please see Table 1 “Full Sync Service Operations” table below (Application Package Name/<br />
Class/ Method column) for the required value for this field. (example: “BusUnitHRFullSync”)]<br />
d. Set Type = “OnNotify”<br />
e. Set Implementation = “Application Class”<br />
f. Set Status = “Active”<br />
g. Click on “Details” link<br />
h. Set Package Name = [see Table 2 FullSync Service Operations listed above (Application Package Name/ Class/<br />
Method column) for the required value for this field. (Example: “GEN_UPG_HANDLER_12332 ”)]<br />
i. Set Path = “:”<br />
j. Set Class ID = [see Table 2 FullSync Service Operations listed above (Application Package Name/ Class/ Method<br />
column) for the required value for this field. (Example: CountryFullSync)<br />
k. Set Method = “OnNotify”<br />
l. Click “OK” <strong>to</strong> return <strong>to</strong> the Handlers setup page.<br />
m. Click “Save” but<strong>to</strong>n at the bot<strong>to</strong>m of the Handlers page <strong>to</strong> save your changes.<br />
Figure 12 Service Handlers<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Figure 13 Handler Details<br />
4. Activate Message Queue.<br />
a. Go <strong>to</strong> PeopleTools > Integration Broker > Service Operations Moni<strong>to</strong>r > Administration > Queue Status.<br />
b. Scroll down the page until you find the relevant Queue Name (from the Service Operation setup page noted earlier).<br />
c. Review the queue “Status” and activate the queue by pushing the “Run” but<strong>to</strong>n if needed.<br />
Executing the Full Data Publish Utility<br />
Run the Full Data Publish process <strong>to</strong> synchronize the data between your HCM and CS systems.<br />
1. Define Full Data Publish Rules<br />
a. Go <strong>to</strong> Enterprise Components > Integration Definitions > Full Data Publish Rules<br />
b. Enter the Message Name of the Service Operation<br />
c. Enter a Publish Rule ID, a Description, and set the Status field <strong>to</strong> “Active”<br />
d. Check the Create Message Header and Create Message Trailer check boxes<br />
e. Save the page<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Figure 14 Full Table Publish Rules<br />
2. Execute the Full Data Publish Process<br />
a. Go <strong>to</strong> Enterprise Components > Integration Definitions > Initiate Processes.<br />
b. Create a new Run Control ID as shown below.<br />
c. Enter a “Request ID”.<br />
d. Select “Always” for the Process Frequency.<br />
e. Enter the Message Name from the Full Table Publish Rule created earlier (example: COUNTRY_FULLSYNC).<br />
f. Save the page and click the “Run” but<strong>to</strong>n.<br />
g. Select the “Full Table Data Publish” process from the Process Scheduler Request page.<br />
h. Verify the process ran successfully.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Figure 15 Full Data Publish<br />
Figure 16 Process Scheduler Request<br />
1. Go <strong>to</strong> PeopleTools > Integration Broker > Service Operations Moni<strong>to</strong>r > Moni<strong>to</strong>ring > Aynchronous Services <strong>to</strong> review<br />
the status of the Full Sync messages created by the Full Data Publish process.<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
Figure 17 Asynchronous Service Operations Moni<strong>to</strong>r<br />
Configuring Incremental Sync Services<br />
Once your Fullsync data loads are complete in your subscribing system, you should configure and activate the appropriate<br />
Sync services <strong>to</strong> keep your CS and HCM systems updated<br />
The steps <strong>to</strong> configure the Sync services in the publishing system of record, and subscribing target are the same as for<br />
Fullsyncs documented above. Refer <strong>to</strong> the table of Fullsync and Sync services for the appropriate Service name and<br />
Subscription Handlers <strong>to</strong> use.<br />
You will not need <strong>to</strong> execute the Full Data Publish Utility for incremental Sync services. The setup data changes made through<br />
online PIA pages will be triggered and published once you have configured and activated the Sync services. Plan carefully <strong>to</strong><br />
anticipate when users will have access <strong>to</strong> the system, and may be making data changes that you need <strong>to</strong> keep in sync. Your<br />
Sync services should be activated before this time <strong>to</strong> properly update all data values as appropriate between the systems.<br />
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Implementing Integration of Setup Data Between Campus Solutions 9.0 and HCM<br />
Appendix A – Configuring Integration Broker Gateway and Nodes<br />
This appendix describes the steps <strong>to</strong> configure the Integration Broker Gateways and Nodes in your CS and HCM databases.<br />
Note: The steps detailed in the following tasks demonstrate the setup for an HCM <strong>9.1</strong> and CS 9.0 databases.<br />
1. Set the Service Configuration in the HR <strong>9.1</strong> database<br />
2. Configure the Gateway in the HR <strong>9.1</strong> database<br />
3. Configure the default local node in the HR <strong>9.1</strong> database<br />
4. Configure the HR Gateway in the CS H900P7R2 database.<br />
5. Configure the CS node in the HR database<br />
6. Configure the default LOCAL node in the CS database<br />
7. Configure the HR node in the CS database<br />
8. Configure the CS node in the HR database.<br />
9. Update the HR Gateway nodes in the HR database<br />
10. Update the HR Gateway nodes in the CS database.<br />
11. Update the Single Sigonon nodes.<br />
12. Testing Nodes<br />
1. Setting the Service Configuration in the HR <strong>9.1</strong> database<br />
a. Navigate: PeopleTools > Integration Broker > Configuration > Service Configuration.<br />
b. Set Service Namespace = 'http://xmlns.oracle.com/Enterprise/HCM/services'.<br />
c. Set Schema Namespace = 'http://xmlns.oracle.com/Enterprise/Tools/schemas'<br />
d. Set Target Location = „http://machinename:port/PSIGW/<strong>PeopleSoft</strong>ServiceListeningConnec<strong>to</strong>r‟<br />
e. Set Service System Status = 'Production'.<br />
2. Configure the Gateway in the HCM <strong>9.1</strong> database<br />
a. Navigate: PeopleTools > Integration Broker > Configuration > Gateways.<br />
b. Select Integration Gateway ID = 'LOCAL'<br />
c. Set URL =<br />
„http://machinename:port/PSIGW/<strong>PeopleSoft</strong>ServiceListeningConnec<strong>to</strong>r/SPLTHL91'<br />
d. Click the 'Load Gateway Connec<strong>to</strong>rs' but<strong>to</strong>n. It should load 9 connec<strong>to</strong>rs.<br />
e. Save.<br />
f. Click the 'Ping Gateway' but<strong>to</strong>n. It should be successful and show the status as 'Active'.<br />
3. Configure the default local node in the HCM <strong>9.1</strong> database<br />
a. Navigate: PeopleTools > Integration Broker > Integration Setup > Nodes.<br />
b. Select the default local node.<br />
c. Set Descr = 'HCM <strong>9.1</strong> Instance'.<br />
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<strong>PeopleSoft</strong> 9.0 CS – HCM Setup Data Integration Guide<br />
d. Set Authentication Option = 'Password'.<br />
e. Node Password = 'PS'.<br />
f. Default User ID = 'PS'.<br />
g. Click the 'Connec<strong>to</strong>rs' tab.<br />
h. Use gateway ' LOCAL'.<br />
i. Set Connec<strong>to</strong>r Id = 'PSFTTARGET'.<br />
j. Click the Portal tab.<br />
k. Set Tools Release = '8.50.xx'. (Note: by pressing the +J keys, you should be able <strong>to</strong> see<br />
the <strong>to</strong>ols release string.<br />
l. Set Application Release = 'HCM <strong>9.1</strong>'.<br />
m. Set Content URI Text = ' http://machinename:port/psc/SPLTHL91'.<br />
n. Set Portal URI Text = ' http://machinename:port/psp/SPLTHL91'.<br />
o. Click the WS Security tab.<br />
p. Set Authentication Token Type = 'none'.<br />
q. Disable the 'encrypted' checkbox.<br />
r. Click Save<br />
4. Configure the HCM Gateway in the CS 9.0 database.<br />
a. Navigate: PeopleTools > Integration Broker > Configuration > Gateways<br />
b. Add a New Value<br />
c. Integration Gateway ID = .<br />
d. URL = „http://machinename:port/PSIGW/<strong>PeopleSoft</strong>ListeningConnec<strong>to</strong>r/databasename'<br />
e. Click the 'Load Gateway Connec<strong>to</strong>rs' but<strong>to</strong>n. It should load 9 connec<strong>to</strong>rs.<br />
f. Save.<br />
g. Click the 'Ping Gateway' but<strong>to</strong>n. It should be successful and show the status as 'Active'.<br />
5. Configure the CS node in the HCM database<br />
a. Navigation: PeopleTools > Integration Broker > Integration Setup > Nodes.<br />
b. Add Node = <br />
c. Set Descr = „CS 9.0 Instance'.<br />
d. Set Authentication Option = 'Password'.<br />
e. Node Password = 'PS'<br />
f. Default User ID = 'PS'<br />
g. Click the 'Connec<strong>to</strong>rs' tab<br />
h. Set Gateway = ' LOCAL'<br />
i. Set Connec<strong>to</strong>r ID = 'PSFTTARGET'<br />
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j. Click the Portal tab<br />
k. Set Tools Release = '8.50.xx‟ (Note: by pressing the +J keys, you should be able <strong>to</strong> see<br />
the <strong>to</strong>ols release string)<br />
l. Set Application Release = 'CS 9.0'.<br />
m. Set Content URI Text = 'http://machinename:port/psc/databasename'<br />
n. Set Portal URI Text = 'http://machinename:port/psp/databasename'.<br />
o. Click the WS Security tab.<br />
p. Set Authentication Token Type = 'none'.<br />
q. Disable the 'Encrypted' checkbox.<br />
r. Click Save.<br />
6. Configure the default LOCAL node in the CS database<br />
[Note: the gateway used by this node is the HCM gateway. The node passwords must be consistent<br />
between the CS database and the HCM database.]<br />
a. Navigation: PeopleTools > Integration Broker > Integration Setup > Nodes<br />
b. Select the default local node<br />
c. Set Descr = „CS 9.0 Instance'.<br />
d. Set Authentication Option = 'Password'<br />
e. Node Password = 'PS'<br />
f. Default User ID = 'PS'<br />
g. Click the 'Connec<strong>to</strong>rs' tab.<br />
h. Select Gateway = (Note: this is not the local gateway.)<br />
i. Set Connec<strong>to</strong>r Id = 'PSFTTARGET'.<br />
j. Click the Portal tab.<br />
k. Set Tools Release = '8.50.xx. (Note: by pressing the +J keys, you should be able <strong>to</strong> see<br />
the <strong>to</strong>ols release string.<br />
l. Set Application Release = 'CS 9.0'.<br />
m. Set Content URI Text = ' http://machinename:port/psc/databasename<br />
n. Set Portal URI Text = ' http://machinename:port /psp/databasename<br />
o. Click the WS Security tab.<br />
p. Set Authentication Token Type = 'none'.<br />
q. Disable the 'encrypted' checkbox.<br />
r. Click Save.<br />
7. Configure the HCM node in the CS database<br />
[Note that each node is defined twice: once in each database. They should all use the same<br />
gateway.]<br />
a. Navigation: PeopleTools > Integration Broker > Integration Setup > Nodes.<br />
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b. Add Node: <br />
c. Set Descr = „HCM <strong>9.1</strong> Instance'<br />
d. Set Authentication Option = 'Password'<br />
e. Node Password = 'PS'<br />
f. Default User ID = 'PS'<br />
g. Click the 'Connec<strong>to</strong>rs' tab.<br />
h. Gateway ID = (Note: this is not the local gateway.)<br />
i. Set Connec<strong>to</strong>r Id = 'PSFTTARGET'.<br />
j. Click the Portal tab.<br />
k. Set Tools Release = '8.50.xx'. (Note: by pressing the +J keys in the HR database PIA,<br />
you should be able <strong>to</strong> see the <strong>to</strong>ols release string.<br />
l. Set Application Release = „HCM <strong>9.1</strong>‟<br />
m. Set Content URI Text = ' http://machinename:port/psc/databasename‟<br />
n. Set Portal URI Text = ' http://machinename:port/psp/databasename‟<br />
o. Click the WS Security tab.<br />
p. Set Authentication Token Type = 'none'.<br />
q. Disable (turn off) the „Encrypted‟ checkbox.<br />
r. Click Save.<br />
s. Node Saved message box. Click OK.<br />
8. Update the HCM Gateway nodes in the HCM database<br />
Both CS and HCM database nodes should point <strong>to</strong> the same Gateway. The specific Gateway should also<br />
have both Nodes listed in the Gateway Advanced Properties.<br />
Point <strong>to</strong> both nodes.<br />
a. Navigate: PeopleTools > Integration Broker > Configuration > Gateways.<br />
b. Select gateway 'LOCAL'.<br />
c. Select the 'Gateway Setup Properties' link.<br />
d. User ID = „administra<strong>to</strong>r‟<br />
e. Password = „password‟<br />
f. Click OK.<br />
g. In the 'Gateway Default App. Server' frame, Set the App Server URL = ' //machinename:port<br />
(Note: your port must match that specified in your HCM application server.)<br />
h. Enter the appropriate User ID<br />
i. Enter the appropriate Password<br />
j. Set the <strong>to</strong>ols release = '8.50.xx'. (Note: by pressing the +J keys, you should<br />
k. be able <strong>to</strong> see the <strong>to</strong>ols release string.)<br />
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l. Make sure both the HCM and CS nodes are in the '<strong>PeopleSoft</strong> Nodes' tab<br />
m. Ping the HCM node. It should be successful.<br />
n. Click return.<br />
9. Update the HCM Gateway nodes in the CS database.<br />
a. Navigate: PeopleTools > Integration Broker > Configuration > Gateways.<br />
b. Select gateway 'LOCAL'.<br />
c. Select the 'Gateway Setup Properties' link.<br />
d. User ID = „administra<strong>to</strong>r‟<br />
e. Password = „password‟<br />
f. Click OK.<br />
g. In the 'Gateway Default App. Server' frame, Set the App Server URL = ' //machinename:port<br />
(Note: your port must match that specified in your HCM application server.)<br />
h. Enter the appropriate User ID<br />
i. Enter the appropriate Password<br />
j. Set the <strong>to</strong>ols release = '8.50.xx'. (Note: by pressing the +J keys, you should<br />
k. be able <strong>to</strong> see the <strong>to</strong>ols release string.)<br />
l. Make sure both the HCM and CS nodes are in the '<strong>PeopleSoft</strong> Nodes' tab<br />
m. Ping the HCM node. It should be successful.<br />
n. Click return.<br />
10. Update the Single Signon nodes in both CS and HCM databases<br />
Single signon is used in this recommended configuration.<br />
a. Navigate: PeopleTools > Security > Security Objects > Single Signon.<br />
b. Make sure that both the default local node and the other node you will be using are listed.<br />
11. Testing Nodes<br />
Both nodes must be 'pingable' from each database.<br />
a. Navigate: PeopleTools > Integration Broker > Service Operations Moni<strong>to</strong>r > Administration><br />
Node Status. Do this on each database.<br />
b. For each node name, enter its name and click the 'Ping Node' but<strong>to</strong>n.<br />
c. It should respond with 'Success'.<br />
Appendix B – FullSync and Sync Service Operations Included Fields<br />
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This appendix details the included fields in each of the Fullsync and Sync message structures. It is for reference only.<br />
Message Versions are current as of November 2010, and are shown for CS 9.0 (HRCS 9.0).<br />
Address Types<br />
Figure 18 ADDRESS_TYPE_FULLSYNC<br />
Figure 19 ADDRESS_TYPE_SYNC<br />
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HR Business Units<br />
Figure 20 BUS_UNIT_HR_FULLSYNC<br />
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Figure 21 BUS_UNIT_HR_SYNC<br />
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Company Codes<br />
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Figure 22 COMPANY_FULLSYNC<br />
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Figure 23 COMPANY_SYNC<br />
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Competency (Major Codes)<br />
Figure 24 COMPETENCY_FULLSYNC3<br />
Figure 25 COMPETENCY_SYC3<br />
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Country Codes<br />
Figure 26 COUNTRY_FULLSYNC.VERSION_2<br />
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Figure 27 COUNTRY_SYNC.VERSION_2<br />
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Currency Codes<br />
Figure 28 CURRENCY_FULLSYNC.VERSION_1<br />
Figure 29 CURRENCY_SYNC<br />
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Departments<br />
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Figure 30 DEPT_FULLSYNC<br />
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Figure 31 DEPT_SYNC<br />
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Ethnic Group Codes<br />
Figure 32 ETHNIC_GRP_FULLSYNC<br />
Figure 33 ETHNIC_GRP_SYNC<br />
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Holiday Date Schedules<br />
Figure 34 HOLIDAY_DATE_FULLSYNC<br />
Figure 35 HOLIDAY_DATE_SYNC<br />
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Job Codes<br />
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Figure 36 JOBCODE_FULLSYNC<br />
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Figure 37 JOBCODE_SYNC<br />
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Location Codes<br />
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Figure 38 LOCATION_FULLSYNC<br />
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Figure 39 LOCATION_SYNC<br />
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Name Prefixes<br />
Figure 40 NAME_PREFIX_SUFFIX_FULLSYNC1<br />
Figure 41 NAME_PREFIX_SUFFIX_SYNC1<br />
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Name Suffixes<br />
Figure 42 NAME_PREFIX_SUFFIX_FULLSYNC2<br />
Figure 43 NAME_PREFIX_SUFFIX_SYNC2<br />
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Name Royal Prefixes<br />
Figure 44 NAME_PREFIX_SUFFIX_FULLSYNC3<br />
Figure 45 NAME_PREFIX_SUFFIX_FULLSYNC3<br />
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Name Royal Suffixes<br />
Figure 46 NAME_PREFIX_SUFFIX_FULLSYNC4<br />
Figure 47 NAME_PREFIX_SUFFIX_SYNC4<br />
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Name Types<br />
Figure 48 NAME_TYPE_FULLSYNC<br />
Figure 49 NAME_TYPE_SYNC<br />
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National ID Types<br />
Figure 50 NID_TYPE_FULLSYNC<br />
Figure 51 NID_TYPE_SYNC<br />
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Person of Interest (POI) Types<br />
Figure 52 POI_TYPE_TBL_FULLSYNC<br />
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Figure 53 POI_TYPE_TBL_SYNC<br />
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Regula<strong>to</strong>ry Regions<br />
Figure 54 REGULATORY_REGION_FULLSYNC<br />
Figure 55 REGULATORY_REGION_SYNC<br />
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SetIDs<br />
Figure 56 SETID_INITIALIZE<br />
State Codes<br />
Figure 57 STATE_FULLSYNC<br />
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Figure 58 STATE_SYNC<br />
Visa Permit Supporting Documents<br />
Figure 59 SUPPORT_DOC_FULLSYNC<br />
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Figure 60 SUPPORT_DOC_SYNC<br />
TableSet Control Records<br />
Figure 61 TBLSET_CONTROL_INITIALIZE<br />
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Name Titles<br />
Figure 62 TITLE_FULLSYNC<br />
Figure 63 TITLE_SYNC<br />
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US Standard Occupational Codes<br />
Figure 64 US_SOC_FULLSYNC<br />
Figure 65 US_SOC_SYNC<br />
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Visa Permit Codes<br />
Figure 66 VISA_PERMIT_FULLSYNC<br />
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Figure 67 VISA_PERMIT_SYNC<br />
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1<br />
Appendix C – Integration Broker Troubleshooting<br />
Integration Broker Troubleshooting<br />
This chapter includes some basic troubleshooting techniques and is for reference only.<br />
Publication Contract not created<br />
Possible causes:<br />
1. No publication PeopleCode exists.<br />
2. Publication PeopleCode is incorrect.<br />
Publication Contract stays in NEW status<br />
Possible causes:<br />
1. Message Queue is paused.<br />
2. Publication Dispatcher has crashed or has been brought down.<br />
3. Node should be Active.<br />
4. Previous message had a status of Retry, Error, or Timeout.<br />
5. Domain is not active.<br />
6. Incorrect Gateway URL defined on Message Node.<br />
7. After unsuccessful ping, a row may be added <strong>to</strong> the table PSNODESDOWN; which will hold up the message queue.<br />
Query the table PSNODESDOWN.<br />
Publication Contract stays in RETRY status<br />
Possible causes:<br />
1. The remote node cannot be pinged successfully. The publication contract will be processed when the remote node<br />
comes back up.<br />
2. No publication handler available, either because it‟s crashed or it‟s been brought down.<br />
Publication Contract stays in WORKING status<br />
Possible causes:<br />
1. The publication handler processing the contract is on another machine and either the machine or the domain is down.<br />
Processing should continue when the pub/sub system on the other machine comes back up.<br />
2. Single threading on the application server is making things slow.<br />
Publication Contract is in TIMEOUT status<br />
Possible causes:<br />
1. Transaction is not setup on the target node definition. Check APPSRV.LOG file for possible cause.<br />
2. Subscribing Node should be Active.<br />
3. Message Node URL is incorrect in the integrationGateway.properties file.<br />
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4. No subscription PeopleCode exists on the subscribing system, or subscription PeopleCode is incorrect.<br />
5. An exception occurred on the target application server (look in APPSRV.LOG file for details) verify the following:<br />
a. Source node defined in target database.<br />
b. Verify correct password on node, target and source (if using password).<br />
c. Message or Channel not defined in target database.<br />
d. Incorrectly routed reply. Check Gateway for correct machine address or target node.<br />
e. No target local node defined.<br />
f. Bad XML syntax.<br />
Publication Contract is in ERROR status<br />
Possible causes:<br />
1. Message Node URL is incorrect.<br />
2. Subscription PeopleCode is bad.<br />
Subscription Contract not created<br />
Possible causes:<br />
1. Message subscription is inactive.<br />
2. Queue routing rule not set up properly.<br />
Subscription Contract stays in NEW status<br />
Possible causes:<br />
1. Application Server down.<br />
2. Pub/Sub process not configures on the Application Server domain.<br />
3. The Subscription Dispatcher has crashed or has been brought down.<br />
4. Message definition not active.<br />
5. Subscription PeopleCode is not active.<br />
6. Message queue is paused.<br />
7. Node is paused.<br />
8. Previous message had errors or timed out.<br />
9. No row was inserted in<strong>to</strong> PSAPMSGSUBPRCID. To insert a row enter the following SQL statement:<br />
Insert in<strong>to</strong> PSAPMSGSUBPRCID values(0)<br />
Subscription Contract stays in STARTED status<br />
Possible causes:<br />
1. Subscription Handler down.<br />
2. Check the target component online <strong>to</strong> make sure they are valid.<br />
Subscription Contract stays in WORKING status<br />
Possible causes:<br />
1. No subscription PeopleCode exists.<br />
2. Subscription Handler crashed while processing message.<br />
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Subscription Contract is in ERROR status<br />
Possible causes:<br />
1. Message queue property if Ordered will allow subscription contracts <strong>to</strong> go in random order. This will cause<br />
FULLSYNC message <strong>to</strong> error out when the transaction as subscribed before the header.<br />
2. Subscription PeopleCode error.<br />
3. Application Data error.<br />
4. Verify au<strong>to</strong>-number sequence.<br />
Subscription Contract is in EDIT status<br />
Possible cause:<br />
1. Message was edited and has yet <strong>to</strong> be resubmitted for processing.<br />
Subscription Contract is in RETRY status<br />
Possible causes:<br />
1. Subscription PeopleCode is empty.<br />
2. Message Definition on target in not active.<br />
Cannot find message in Message Moni<strong>to</strong>r<br />
Possible causes:<br />
1. User does not have security for the message channel.<br />
2. The Service Operations Moni<strong>to</strong>r criteria have filtered out the message.<br />
Messages are being processed in an incorrect order<br />
Possible cause:<br />
1. The queue has been partitioned, and the resulting sub-channels do not match what was assumed for the ordering of the<br />
messages.<br />
Message Instance not created<br />
Possible cause:<br />
1. Message is inactive.<br />
Message Instance stays in NEW status.<br />
Possible causes:<br />
1. The Application Server is down.<br />
2. Pub/Sub services not configured on Application Server domain.<br />
3. The Message Dispatcher has crashed or has been brought down.<br />
4. The item is not at the <strong>to</strong>p of the queue. All messages with the same Channel/Sub-channel are in the same queue.<br />
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Message Instance stays in STARTED status.<br />
Possible causes:<br />
1. All message Handlers have crashed or have been brought down. Processing will resume when Message Handlers<br />
come brought back up.<br />
2. The Message Dispatcher processing the message is on another machine, and either the machine or the application<br />
server domain is down.<br />
Message Instance stays in WORKING status.<br />
Possible causes:<br />
1. Message Broker Handler has crashed.<br />
2. The Message Handler working on the message is blocked. The service will time out, and the Message Dispatcher will<br />
retry the message.<br />
My Publish() PeopleCode finishes successfully, but there is no message in the Message Moni<strong>to</strong>r<br />
Possible cause:<br />
1. The message definition is inactive.<br />
Unable <strong>to</strong> ping a node<br />
Possible causes:<br />
1. The web server for the Gateway is down.<br />
2. The Gateway is not configured properly.<br />
3. The Application Server for the node is down.<br />
4. Verify URL is correct. Copy URL in browser address, should see:<br />
5. Also try <strong>to</strong> ping both machines using machine names. If that fail, use their IP-addresses instead.<br />
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Message Queue is PAUSED<br />
Some message channels are delivered from <strong>PeopleSoft</strong> as paused.<br />
1. Change the status <strong>to</strong> RUN in order for the messages <strong>to</strong> process from NEW <strong>to</strong> WORKING.<br />
Appendix D – Validation and Feedback<br />
This section documents the real-world validation that this Integration Guide has received.<br />
CUSTOMER VALIDATION<br />
<strong>PeopleSoft</strong> is working with <strong>PeopleSoft</strong> cus<strong>to</strong>mers <strong>to</strong> get feedback and validation on this document. Lessons learned from these<br />
cus<strong>to</strong>mer experiences will be posted here.<br />
FIELD VALIDATION<br />
<strong>PeopleSoft</strong> Consulting has provided feedback and validation on this document. Additional lessons learned from field<br />
experience will be posted here.<br />
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Appendix E – Revision His<strong>to</strong>ry<br />
Authors<br />
<strong>PeopleSoft</strong> Enterprise Campus Solu<strong>to</strong>ins Development and Support Teams<br />
Revision His<strong>to</strong>ry<br />
Oc<strong>to</strong>ber 2010 - Created document.<br />
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