SBAR/Business case for Cloud computing

For this assignment make a business case/SBAR for installing Peoplesoft in the cloud vs on premise. Review the

Getting Started on Peoplesoft Installation

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for details. Use the SBAR template to document the business case, include the the TCO document, and submit the assignment for grading.

INSTRUCTIONS.

1. No Plagiarism at any cost as the assignment is attached to safe assign.

2. The submission date is Sunday (16/2/20).

3. The solution document should be 2 to 3 pages and entirely in APA formatting.

4. Atleast 3 references in APA format

5. Screenshot of Required textbook has been put in the attachments.

6. Should provide atleast 2 cloud solutions.

Plagiarism freeAPA Format

Sample Independent Contractor Agreement

This Agreement is made between ____________________ (“Client”) with a principal place of business at __________________ and _______________ (“Contractor”), with a principal place of business at ____________________________.

1. Services to Be Performed

Contractor agrees to perform the following services: _____________

Contractor agrees to perform the services described in Exhibit A, which is attached to this Agreement.

2. Payment

In consideration for the services to be performed by Contractor, Client agrees to pay Contractor at the following rates: ____________________________.

Contractor shall be paid within a reasonable time after Contractor submits an invoice to Client. The invoice should include the following: an invoice number, the dates covered by the invoice, and a summary of the work performed.

3. Expenses

Contractor shall be responsible for all expenses incurred while performing services under this Agreement. This includes automobile, truck, and other travel expenses; vehicle maintenance and repair costs; vehicle and other license fees and permits; insurance premiums; road, fuel, and other taxes; fines; radio, pager, or cell phone expenses; meals; and all salary, expenses, and other compensation paid to employees or contract personnel the Contractor hires to complete the work under this Agreement.

Client shall reimburse Contractor for the following expenses that are attributable directly to work performed under this Agreement: _________________.

Contractor shall submit an itemized statement of Contractor’s expenses. Client shall pay Contractor within 30 days after receipt of each statement.

4. Vehicles and Equipment

Contractor will furnish all vehicles, equipment, tools, and materials used to provide the services required by this Agreement. Client will not require Contractor to rent or purchase any equipment, product, or service as a condition of entering into this Agreement.

5. Independent Contractor Status

Contractor is an independent contractor, and neither Contractor nor Contractor’s employees or contract personnel are, or shall be deemed, Client’s employees. In its capacity as an independent contractor, Contractor agrees and represents, and Client agrees, as follows

[Check all that apply]

[ ] Contractor has the right to perform services for others during the term of this Agreement.

[ ] Contractor has the sole right to control and direct the means, manner, and method by which the services required by this Agreement will be performed. Contractor shall select the routes taken, starting and quitting times, days of work, and order the work is performed.

[ ] Contractor has the right to hire assistants as subcontractors or to use employees to provide the services required by this Agreement.

[ ] Neither Contractor nor Contractor’s employees or contract personnel shall be required to wear any uniforms provided by Client.

[ ] The services required by this Agreement shall be performed by Contractor, Contractor’s employees, or contract personnel, and Client shall not hire, supervise, or pay any assistants to help Contractor.

[ ] Neither Contractor nor Contractor’s employees or contract personnel shall receive any training from Client in the professional skills necessary to perform the services required by this Agreement.

[ ] Neither Contractor nor Contractor’s employees or contract personnel shall be required by Client to devote full time to the performance of the services required by this Agreement.

6. Business Licenses, Permits, and Certificates

Contractor represents and warrants that Contractor and Contractor’s employees and contract personnel will comply with all federal, state, and local laws requiring drivers and other licenses, business permits, and certificates required to carry out the services to be performed under this Agreement.

7. State and Federal Taxes

Client will not:

• withhold FICA (Social Security and Medicare taxes) from Contractor’s payments or make FICA payments on Contractor’s behalf

• make state or federal unemployment compensation contributions on Contractor’s behalf, or

• withhold state or federal income tax from Contractor’s payments.

Contractor shall pay all taxes incurred while performing services under this Agreement—including all applicable income taxes and, if Contractor is not a corporation, self-employment (Social Security) taxes. Upon demand, Contractor shall provide Client with proof that such payments have been made.

8. Fringe Benefits

Contractor understands that neither Contractor nor Contractor’s employees or contract personnel are eligible to participate in any employee pension, health, vacation pay, sick pay, or other fringe benefit plan of Client.

9. Unemployment Compensation

Client shall make no state or federal unemployment compensation payments on behalf of Contractor or Contractor’s employees or contract personnel. Contractor will not be entitled to these benefits in connection with work performed under this Agreement.

10. Workers’ Compensation

Client shall not obtain workers’ compensation insurance on behalf of Contractor or Contractor’s employees. If Contractor hires employees to perform any work under this Agreement, Contractor will cover them with workers’ compensation insurance to the extent required by law and provide Client with a certificate of workers’ compensation insurance before the employees begin the work.

11. Insurance

Client shall not provide insurance coverage of any kind for Contractor or Contractor’s employees or contract personnel. Contractor shall obtain the following insurance coverage and maintain it during the entire term of this Agreement:

[Check all that apply.]

[ ] Automobile liability insurance for each vehicle used in the performance of this Agreement — including owned, non-owned (for example, owned by Contractor’s employees), leased, or hired vehicles — in the minimum amount of $_____ combined single limit per occurrence for bodily injury and property damage.

[ ] Comprehensive or commercial general liability insurance coverage in the minimum amount of $______ combined single limit, including coverage for bodily injury, personal injury, broad form property damage, contractual liability, and cross-liability.

Before commencing any work, Contractor shall provide Client with proof of this insurance and with proof that Client has been made an additional insured under the policies.

12. Indemnification

Contractor shall indemnify and hold Client harmless from any loss or liability arising from performing services under this Agreement.

13. Term of Agreement

This agreement will become effective when signed by both parties and will terminate on the earlier of:

• the date Contractor completes the services required by this Agreement

• ____________ [date], or

• the date a party terminates the Agreement as provided below.

14. Terminating the Agreement

With reasonable cause, either Client or Contractor may terminate this Agreement, effective immediately upon giving written notice.

Reasonable cause includes:

• a material violation of this Agreement, or

• any act exposing the other party to liability to others for personal injury or property damage.

Either party may terminate this Agreement at any time by giving ____ days’ written notice to the other party of the intent to terminate.

15. Exclusive Agreement

This is the entire Agreement between Contractor and Client.

16. Modifying the Agreement

This Agreement may be modified only by a writing signed by both parties.

17. Resolving Disputes

If a dispute arises under this Agreement, any party may take the matter to California state court, jurisdiction of the county of Alameda.

If a dispute arises under this Agreement, the parties agree to first try to resolve the dispute with the help of a mutually agreed-upon mediator in Alameda County, CA. Any costs and fees other than attorney fees associated with the mediation shall be shared equally by the parties. If it proves impossible to arrive at a mutually satisfactory solution through mediation, the parties agree to submit the dispute to a mutually agreed-upon arbitrator in Alameda County, CA. Judgment upon the award rendered by the arbitrator may be entered in any court having jurisdiction to do so. Costs of arbitration, including attorney fees, will be allocated by the arbitrator.

18. Confidentiality

Contractor acknowledges that it will be necessary for Client to disclose certain confidential and proprietary information to Contractor in order for Contractor to perform duties under this Agreement. Contractor acknowledges that disclosure to a third party or misuse of this proprietary or confidential information would irreparably harm Client. Accordingly, Contractor will not disclose or use, either during or after the term of this Agreement, any proprietary or confidential information of Client without Client’s prior written permission except to the extent necessary to perform services on Client’s behalf.

Proprietary or confidential information includes:

• the written, printed, graphic, or electronically recorded materials furnished by Client for Contractor to use

• any written or tangible information stamped “confidential,” “proprietary,” or with a similar legend, or any information that Client makes reasonable efforts to maintain the secrecy of

• business or marketing plans or strategies, customer lists, operating procedures, trade secrets, design formulas, know-how and processes, computer programs and inventories, discoveries, and improvements of any kind, sales projections, and pricing information

• information belonging to customers and suppliers of Client about whom Contractor gained knowledge as a result of Contractor’s services to Client, and

• other: _____________________.

Upon termination of Contractor’s services to Client, or at Client’s request, Contractor shall deliver to Client all materials in Contractor’s possession relating to Client’s business.

Contractor acknowledges that any breach or threatened breach of Clause 18 of this Agreement will result in irreparable harm to Client for which damages would be an inadequate remedy. Therefore, Client shall be entitled to equitable relief, including an injunction, in the event of such breach or threatened breach of Clause 18 of this Agreement. Such equitable relief shall be in addition to Client’s rights and remedies otherwise available at law.

19. Proprietary Information.

A. The product of all work performed under this Agreement (“Work Product”), including without limitation all notes, reports, documentation, drawings, computer programs, inventions, creations, works, devices, models, work-in-progress and deliverables will be the sole property of the Client, and Contractor hereby assigns to the Client all right, title and interest therein, including but not limited to all audiovisual, literary, moral rights and other copyrights, patent rights, trade secret rights and other proprietary rights therein. Contractor retains no right to use the Work Product and agree not to challenge the validity of the Client’s ownership in the Work Product.

B. Contractor hereby assigns to the Client all right, title, and interest in any and all photographic images and videos or audio recordings made by the Client during Contractor’s work for them, including, but not limited to, any royalties, proceeds, or other benefits derived from such photographs or recordings.

C. The Client will be entitled to use Contractor’s name and/or likeness use in advertising and other materials.

20. No Partnership

This Agreement does not create a partnership relationship. Contractor does not have authority to enter into contracts on Client’s behalf.

21. Assignment and Delegation

Either Contractor or Client may assign rights and may delegate duties under this Agreement.

Contractor may not assign or subcontract any rights or delegate any of its duties under this Agreement without Client’s prior written approval.

22. Applicable Law

This Agreement will be governed by California law, without giving effect to conflict of laws principles.

Signatures

Client/Owner: _________________________________________________________

Printed Name

_________________________________________________________

Signature

_________________________________________________________

Date

Contractor: _________________________________________________________

Printed Name
_________________________________________________________
Signature
_________________________________________________________
Date
_________________________________________________________

Taxpayer ID Number

Attachments: _____Exhibit A: Additional Description of Services to be Performed

(chk if applicable)

SBAR – Add a Title

Situation

In this section, you provide a high-level overview. This section should be two to three sentences that are precise.

Background

In this section, you provide the details. This section should include enough information that the reader does not have to ask you questions.

Assessment

In this section, provide your assessment of the problem. Where applicable, use data.

Recommendation

For this section, provide a precise and descriptive explanations on exactly what’s needed to address the situation. Provide two to three solutions. Include total cost of ownership (TCO).

Don’t forget to include your TCO Excel Spread Sheet

Getting Started on PeopleSoft
Installation

July 2014

Getting Started on PeopleSoft Installation

SKU igsg_071114
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party content, products, or services.

Contents

Preface

About This Documentation ………………………………………………………………………………………………………………….. 5
Understanding This Documentation ………………………………………………………………………………………………………… 5
Typographical Conventions ……………………………………………………………………………………………………………………. 5
Products ……………………………………………………………………………………………………………………………………………….. 6
Comments and Suggestions ……………………………………………………………………………………………………………………. 7

Chapter 1

Reviewing the PeopleSoft Architecture …………………………………………………………………………………………………. 9
Introducing the Installation Process …………………………………………………………………………………………………………. 9
Reviewing PeopleSoft Pure Internet Architecture ……………………………………………………………………………………. 10
Reviewing PeopleSoft Components ……………………………………………………………………………………………………….. 11
Reviewing Hardware Requirements ………………………………………………………………………………………………………. 14

Understanding Hardware Requirements …………………………………………………………………………………………….. 15
Defining File Server Hardware Requirements …………………………………………………………………………………….. 15
Defining Application Server Hardware Requirements …………………………………………………………………………. 15
Defining Web Server Hardware Requirements …………………………………………………………………………………… 16
Defining Process Scheduler Server Hardware Requirements ………………………………………………………………… 16
Defining PeopleTools Development Environment Hardware Requirements …………………………………………… 16
Defining End User Workstation Hardware Requirements …………………………………………………………………….. 17
Defining Oracle Secure Enterprise Search Hardware Requirements ……………………………………………………… 17

Chapter 2

Planning Your PeopleSoft Installation ………………………………………………………………………………………………… 19
Understanding Planning and Research ……………………………………………………………………………………………………. 19
Researching Product Information ………………………………………………………………………………………………………….. 19
Researching Support Information ………………………………………………………………………………………………………….. 20

Determining the PeopleSoft PeopleTools Release Level ……………………………………………………………………… 20
Reviewing PeopleSoft Certifications …………………………………………………………………………………………………. 21
Reviewing Maintenance Information ………………………………………………………………………………………………… 21

Assembling Your Installation Team ………………………………………………………………………………………………………. 22

Chapter 3

Installing the Software ……………………………………………………………………………………………………………………….. 25

Contents

Obtaining Installation Files …………………………………………………………………………………………………………………… 25
Assembling Installation Documentation …………………………………………………………………………………………………. 25
Reviewing PeopleSoft PeopleTools Utilities …………………………………………………………………………………………… 26
Starting the Installation ………………………………………………………………………………………………………………………… 27

About This Documentation

This preface discusses:

•

Understanding This Documentation

•

Typographical Conventions

•

Products

•

Comments and Suggestions

Understanding This Documentation

This documentation contains information to help you in planning and preparing for a basic PeopleSoft
installation. It introduces some of the concepts used in the PeopleSoft installation, and directs you to the resources
you need to study before beginning your installation. As a general introduction, it would probably be most useful
for new users.

Typographical Conventions

To help you locate and understand information easily, the following conventions are used in this documentation:

Convention Description

Monospace Indicates a PeopleCode program or other code, such as
scripts that you run during the install. Monospace is also
used for messages that you may receive during the install
process.

Italics Indicates field values, emphasis, and book-length publication
titles. Italics is also used to refer to words as words or letters
as letters, as in the following example:

Enter the letter O.

Italics are also used to indicate user-supplied information.
For example, the term domain is used as a placeholder for
the actual domain name in the user’s environment. When two
such placeholders are used together, they may be set apart
with angle brackets. For example, the path
/appserv/ includes two
placeholders that require user-supplied information.

Initial Caps Field names, commands, and processes are represented as
they appear on the window, menu, or page.

lower case File or directory names are represented in lower case, unless
they appear otherwise on the interface.

Preface

Convention Description

Menu, Page A comma (,) between menu and page references indicates
that the page exists on the menu. For example, “Select Use,
Process Definitions” indicates that you can select the Process
Definitions page from the Use menu.

Cross-references Cross-references that begin with See refer you to additional
documentation that will help you implement the task at hand.
We highly recommend that you reference this
documentation.

Cross-references under the heading See Also refer you to
additional documentation that has more information
regarding the subject.

” ” (quotation marks) Indicate chapter titles in cross-references and words that are
used differently from their intended meaning.

Note. Note text. Text that begins with Note. indicates information that you
should pay particular attention to as you work with your
PeopleSoft system.

Important! Important note text. A note that begins with Important! is crucial and includes
information about what you need to do for the system to
function properly.

Warning! Warning text. A note that begins with Warning! contains critical
configuration information or implementation considerations;
for example, if there is a chance of losing or corrupting data.
Pay close attention to warning messages.

Products

This documentation may refer to these Oracle products and product families:

• Oracle® BPEL Process Manager
• Oracle® Enterprise Manager
• Oracle® Secure Enterprise Search
• Oracle® Tuxedo
• Oracle® WebLogic Server
• Oracle’s PeopleSoft Application Designer
• Oracle’s PeopleSoft Change Assistant
• Oracle’s PeopleSoft Change Impact Analyzer
• Oracle’s PeopleSoft Data Mover
• Oracle’s PeopleSoft Process Scheduler
• Oracle’s PeopleSoft Pure Internet Architecture
• Oracle’s PeopleSoft Customer Relationship Management

Preface

• Oracle’s PeopleSoft Financial Management
• Oracle’s PeopleSoft Human Capital Management
• Oracle’s PeopleSoft Enterprise Learning Management
• Oracle’s PeopleSoft Enterprise Pay/Bill Management
• Oracle’s PeopleSoft PeopleTools
• Oracle’s PeopleSoft Enterprise Performance Management
• Oracle’s PeopleSoft Portal Solutions
• Oracle’s PeopleSoft Staffing Front Office
• Oracle’s PeopleSoft Supply Chain Management
• Oracle’s PeopleSoft Update Manager

Note. This documentation may refer to both Oracle’s PeopleSoft Portal Solutions and to PeopleSoft PeopleTools
portal or portal technologies. PeopleSoft Portal Solutions is a separate application product. The PeopleSoft
PeopleTools portal technologies consist of PeopleSoft Pure Internet Architecture and the PeopleSoft PeopleTools
portal technology used for creating and managing portals.

See http://www.oracle.com/applications/peoplesoft-enterprise.html for a list of PeopleSoft Enterprise products.

Comments and Suggestions

Your comments are important to us. We encourage you to tell us what you like, or what you would like changed
about PeopleSoft documentation and other Oracle reference and training materials. Please send your suggestions
to:
PSOFT-Infodev_US@oracle.com
While we cannot guarantee to answer every email message, we will pay careful attention to your comments and
suggestions. We are always improving our product communications for you.

Chapter 1

Reviewing the PeopleSoft Architecture

This chapter discusses:

•

Introducing the Installation Process

•

Reviewing PeopleSoft Pure Internet Architecture

•

Reviewing PeopleSoft Components

•

Reviewing Hardware Requirements

Introducing the Installation Process

Use this documentation as a starting point to plan your PeopleSoft installation. It may be especially helpful if you
have never carried out any installation. This book introduces the PeopleSoft architecture and provides information
on resources for researching and planning.
A PeopleSoft installation is a multi-step process that is designed to be applicable to a variety of situations and
environments. To ensure a smooth and successful installation, use this book to help you with the decision-making
and preparation that are needed to make your installation successful.
Planning and executing a PeopleSoft installation should include these tasks:
1. Choose the PeopleSoft products you want to install.

Select your PeopleSoft Applications and choose the release.
2. Determine the PeopleSoft PeopleTools release that supports the PeopleSoft applications.
3. Choose your configuration.

Determine the database platform, web server software, operating systems, and so on.
4. Read the PeopleSoft applications hardware and software requirements guides for an overview of the necessary

hardware and software.
5. Review PeopleSoft certification information.

Use the PeopleSoft certification information on My Oracle Support to get detailed support information for the
servers and operating systems you choose.

6. Procure the necessary resources, including supported third-party software and hardware and accompanying
documentation.

7. Download Oracle software and documentation.
8. Use the PeopleSoft PeopleTools installation guide to install the PeopleSoft PeopleTools and PeopleSoft

application software.
9. Use the PeopleSoft application installation guides to complete any application-specific tasks.

See PeopleSoft Install and Upgrade Resource,
http://docs.oracle.com/cd/E28611_01/InstallUpgrade_Resources_site.htm.

http://docs.oracle.com/cd/E28611_01/InstallUpgrade_Resources_site.htm

Reviewing the PeopleSoft Architecture Chapter 1

10. Use the resources on the PeopleSoft Online Help site to guide you in setting up advanced configurations.
See PeopleSoft Online Help,
http://docs.oracle.com/cd/E17566_01/epm91pbr0/eng/psbooks/psft_homepage.htm.

Reviewing PeopleSoft Pure Internet Architecture

The PeopleSoft Pure Internet Architecture is a server-centric execution architecture for deploying Internet
applications to end users who access the applications through a web browser. These Internet applications are built
using PeopleSoft PeopleTools. Because the PeopleSoft Pure Internet Architecture allows all end users to access
the PeopleSoft applications through a web browser, the only users who will require Microsoft Windows machines
and client configurations will be system administrators and developers who use the PeopleTools Development
Environment.
PeopleSoft applications support numerous hardware and database choices. PeopleSoft servers run on the
industry’s leading hardware and software platforms. PeopleSoft applications look the same to application users,
regardless of the database or hardware platform being used: mainframe, midrange, or PC workstation.

See Also

PeopleTools: PeopleSoft Portal Technology
PeopleTools: Developer’s Guide for PeopleSoft Fluid User Interface.

http://docs.oracle.com/cd/E17566_01/epm91pbr0/eng/psbooks/psft_homepage.htm

Chapter 1 Reviewing the PeopleSoft Architecture

Reviewing PeopleSoft Components

It may be helpful to review briefly the components of the PeopleSoft system as you plan your installation. While
this figure shows a single instance of each component, a production environment would likely be more
complicated, and may have several databases, application servers, or web servers. The following figure is a
simplified representation of the major components of a PeopleSoft installation, displaying the connections
between the database server, application server, Process Scheduler, web server, and end user browsers.

Basic PeopleSoft Architecture

Reviewing the PeopleSoft Architecture Chapter 1

The hardware and software you need to purchase, install, and test before installing your PeopleSoft application
depends on the particular PeopleSoft configuration you choose. The components you need to consider include:

• Database Server: Your database server houses your PeopleSoft database. Before beginning the PeopleSoft
installation, you should install the relational database management software (RDBMS) of your choice. There
is a PeopleSoft PeopleTools installation guide for each of the six supported RDBMS platforms.
Your PeopleSoft database needs sufficient disk space to accommodate your operating system, one production
and one test copy of your database, and all log files—this is in addition to any disk space required for training
or development databases. When you are upgrading to a new PeopleSoft release, you will also need space for
two additional copies of your database. Keep in mind that database sizes vary depending on the PeopleSoft
Application use. Generally, a good practice is to initially oversize your storage media rather than undersize it
and to maximize the amount of RAM on your system.

Note. Depending on your PeopleSoft product, your application-specific installation documentation may
include Demo database sizing information. Find the installation documentation for your PeopleSoft
application on My Oracle Support.

• File Server: The file server is the environment (or file) repository for the PeopleTools Development
Environment and for the files necessary to perform an upgrade. This includes PeopleSoft Change Assistant
and all of the executables and scripts which are necessary to perform an upgrade. In addition, the file server is
a source repository for COBOL and SQR. You will apply patches and updates to the file server and then copy
the updated files to your other servers.

Note. The method that Oracle uses to deliver PeopleSoft maintenance has changed for PeopleSoft 9.2
applications. See resources on the PeopleSoft Update Manager Home Page, My Oracle Support, Document
1464619.1.

Note. Because the PeopleSoft Installer lets you install files to the designated server—whether it is an
application server, batch server, database server, web server, and so on—the file server is not used to transfer
the entire contents of your PeopleSoft software files to a file server, as it was in earlier releases, and you will
not need to use the PeopleSoft Server Transfer program to transfer files from your file server to the desired
server. This does not hold true for the DB2 for z/OS platform, which still requires a Microsoft Windows file
server and uses Server Transfer.

• Application Server: The PeopleSoft Pure Internet Architecture consists of the web server and the application
server. You can run an application server on certified Microsoft Windows, UNIX, or Linux operating system
platforms. Your application server should be a powerful machine with enough memory to ensure optimum
performance.
The PeopleSoft application server uses Oracle Tuxedo middleware product, which is designed to enable
distributed application computing. Oracle Tuxedo is packaged with Jolt, which acts as the communications
layer between the web server and the application server. The Application Server services Jolt requests coming
from the web server by running business logic and interpreting PeopleCode. To implement this service
execution the Application Server sends SQL statements to the PeopleSoft Database Server. In addition, most
of the PeopleSoft logic occurs on an application server—this is where pages are run and HTML is generated
before being sent to the web server.

• Web Server: A web server is required for the PeopleSoft Pure Internet Architecture. It serves as the link
between the end user’s Internet browser and the application server, with which it communicates through
Oracle Jolt.
The web server relays data back and forth between the user workstation and application server. The web
server handles encryption and manages the connections between the browsers. It also caches and serves up
images. This architecture should yield high performance on the network, because it only sends HTML to the
client workstation.

Chapter 1 Reviewing the PeopleSoft Architecture

Note. You can set up your web server and application server on the same machine. You also have the
flexibility of setting up a web server on a machine of its own, with the application server on a separate
machine.

• Batch Server: Your batch server runs your PeopleSoft batch processes. The term batch server is equivalent to
the term Process Scheduler server. PeopleSoft batch processes, such as COBOL and SQR, are scheduled and
invoked by a Process Scheduler server. The batch server maintains connectivity to the database. Any
computer operating as a batch server must have database connectivity installed so that it can make a two-tier
connection to the PeopleSoft database.

Note. COBOL is not needed for PeopleSoft PeopleTools or for applications that contain no COBOL
programs. If your application contains COBOL programs, you need to purchase a Micro Focus COBOL
compiler for Windows, UNIX, or Linux platforms, an IBM COBOL compiler for AIX, or an IBM Enterprise
COBOL for z/OS and OS/390 compiler for z/OS platforms.

See “PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft and the Micro Focus COBOL
Compiler” and “PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft and the IBM COBOL
Compiler” on My Oracle Support.

• PeopleTools Development Environment: The traditional Microsoft Windows-based client is still available, but
is now used primarily as an environment for developers or system administrators. This Microsoft Windows-
based machine provides traditional two-tier and three-tier connectivity to PeopleSoft applications.

Note. PeopleSoft Application Servers, batch servers, and web servers are supported on Microsoft Windows
Server operating systems, such as Microsoft Windows 2008 R2. The Windows-based client (sometimes
abbreviated “PT Client”) is also supported on non-server Microsoft Windows operating systems, such as
Microsoft Windows 7. Be aware that if you choose to run in three-tier mode from the Microsoft Windows-
based client on Microsoft Windows 7, for example, you need to set up your application servers running on an
operating system platform that is supported for PeopleSoft application servers.

• Two-tier access: The client accesses the database directly.
In the two-tier architecture, application logic executes on the client machine using data it receives from the
PeopleSoft database located on a separate relational database management system (RDBMS) server. The
client/server network conversation uses SQL to transmit database calls.

• Three-tier access: The client uses the application server to manage the connection to the database.
In a three-tier configuration, the application processing logic runs on the application server. In this case,
RDBMS connectivity is no longer required on the client. The client uses Oracle Tuxedo to send messages to
the application server, which, in turn, sends the appropriate SQL to the database server.

Note. You control the establishment of a two-tier or three-tier connection by your choice of login credentials.
The installation guides specify which user name to use for each type of access. In addition to two-tier and
three-tier access, you can access the database using SQL tools that are specific to your RDBMS platform.

• End User Workstation: Each employee in your company who needs to use PeopleSoft applications requires a
computer with any certified web browser.
See My Oracle Support, Certifications, for web browsers that are certified for your release.
Under the PeopleSoft Pure Internet Architecture, the browser communicates with the web server via HTTPS.
The web server translates the request and communicates with the application server with Jolt. The application
server interprets these messages and sends SQL to the database server.

• Other Hardware/Software: You may need extra hardware and software for optional PeopleSoft functionality
or to support the application you are running. This may include the following:

Reviewing the PeopleSoft Architecture Chapter 1

• Application Engine: The PeopleSoft PeopleTools Application Engine is used primarily for batch
processes. It has a GUI definitional “front end” that allows you to define and maintain your Application
Engine programs, and a “back end” that executes the programs that you have defined. The Application
Engine is tightly coupled to the PeopleSoft PeopleTools environment, which results in improved
flexibility and power. For instance, there is tight integration with PeopleSoft PeopleTools objects and
features such as PeopleCode, Business Components, Tree APIs, Application Messaging, and Business
Interlinks. There is also seamless integration into an online application within the same unit of work.

• Oracle Secure Enterprise Search: You have the option to use Oracle Secure Enterprise Search (SES) for
application searches. Oracle SES is the search engine on which the PeopleSoft Search Framework relies.
For information on configuring search for your installation using Oracle SES, see the installation guide
specific to your PeopleSoft application.
See PeopleTools: PeopleSoft Search Technology.
See PeopleSoft application-specific installation guides on My Oracle Support.

• LDAP Server: You have the option to use a Lightweight Directory Access Protocol (LDAP) server for
authentication and authorization.

• Reporting Software: You have the option to use SAP Crystal Reports and SAP BusinessObjects Enterprise
software for running and viewing reports.

Note. As of July 1, 2011, Oracle no longer sells SAP Crystal Reports or SAP BusinessObjects Enterprise
licenses for new customers. Customers who purchased PeopleSoft software prior to July 1, 2011 will
retain their license to SAP Crystal Reports and SAP BusinessObjects Enterprise products. For more
information, contact Oracle Software Support.

See PeopleTools Installation for , “Installing and Configuring Software for
Crystal Reports.”
See Tools Certifications – BusinessObjects Enterprise, My Oracle Support, Document 1383155.1.

Note. The various servers identified above (application, web, and so on) are considered “logical” servers. Many
can exist on the same machine, although each can also reside on its own machine in a “physical” configuration.

Reviewing Hardware Requirements

This section discusses:

• Understanding Hardware Requirements
• Defining File Server Hardware Requirements
• Defining Application Server Hardware Requirements
• Defining Web Server Hardware Requirements
• Defining Process Scheduler Server Hardware Requirements
• Defining PeopleTools Development Environment Hardware Requirements
• Defining End User Workstation Hardware Requirements
• Defining Oracle Secure Enterprise Search Hardware Requirements

Chapter 1 Reviewing the PeopleSoft Architecture

Understanding Hardware Requirements
This section includes the recommended hardware requirements for the components in a basic PeopleSoft
PeopleTools installation. Due to the large number of possible combinations of hardware, operating systems,
database servers and so on, we do not include specific sizing information in this document. Check with your
hardware vendor for published benchmark reports to estimate your sizing requirements.
Internet connectivity is required for remote PeopleSoft maintenance and connectivity between PeopleSoft
components, as well as access to My Oracle Support, Oracle Software Delivery Cloud, and other Oracle sites.
You need the appropriate network interface card and cabling to connect to the network. The higher the connection
speed the better.
Remember to consult the PeopleSoft application-specific hardware and software requirement guides for additional
requirements. For example, if you are installing PeopleSoft Human Capital Management products, after reviewing
these requirements, search for the HCM hardware and software guide on My Oracle Support.

Defining File Server Hardware Requirements
A typical file server configuration requires the following items:

• A x86-64 based machine running Oracle Linux 5.8 or later, or Microsoft Windows 2012 or later.
Alternately, UNIX machines that support NFS or comparable networking software.

• Sufficient disk space to accommodate the following:

• PeopleSoft software — 20 GB or more, depending upon the PeopleSoft applications

• Operating system and any optional monitoring software
• Other required 3rd party software, such as Microsoft Office, as required by the application or customer.

• Sufficient memory to meet your network operating system requirements.
• VGA display output with resolution of 1024 x 768 with 16K colors required.
• Backup system

Defining Application Server Hardware Requirements
This section includes hardware recommendations for PeopleSoft Application Servers. These recommendations are
meant for PeopleSoft PeopleTools-only installations. Recommendations for PeopleSoft applications vary
depending upon the deployed application and the transactions being run. See the application-specific installation
and hardware and software documentation for more information.

• A minimum of two processors is recommended, and at least four processors for production.
• Oracle recommends the latest or near-latest processors available.
• The memory requirement is 8 GB (minimum) per server for roughly up to 25 users.
• Oracle Tuxedo requires 1 GB RAM minimum, and at least 4 MB of RAM for each Oracle Tuxedo system

server.
See the Oracle Tuxedo documentation for more details.

• Sufficient disk space to accommodate:

• Oracle Tuxedo (200 MB)
• COBOL Compiler

Reviewing the PeopleSoft Architecture Chapter 1

Micro Focus and IBM COBOL compilers are supported for PeopleSoft installations. See the hardware
requirements provided by the respective vendors.
See “PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft and the Micro Focus COBOL
Compiler” and “PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft and the IBM
COBOL Compiler on My Oracle Support.”

• Database connectivity package varies per database RDBMS platform. Check with your vendor for
requirements.

• PeopleSoft Application Server files and code (4 GB)
• Oracle recommends an additional 512 MB to 1 GB of disk space, depending on the applications installed.

Defining Web Server Hardware Requirements
Web servers are multi-threaded and will use one or more threads per active user. Further they are based on Java.
There will be significant benefit from running the web server on multi-processor and multi-core machines with
large amounts of memory.

• 4 GB of memory or higher is recommended for each web server.
• 1 GB recommended disk space for the web server software.
• The space required for log files depends upon the number of web server domains and number and type of log

ins to the PeopleSoft Pure Internet Architecture.
• PeopleSoft web servers tend to use a very high number of execute threads, file descriptors, and TCP sockets.

Proper tuning in these areas is required.

Defining Process Scheduler Server Hardware Requirements
The following are Process Scheduler server hardware requirements:

• Sufficient disk space to accommodate the operating system.
See My Oracle Support, Certifications, for supported operating systems.

• Backup device
• Video controller and display

Defining PeopleTools Development Environment Hardware Requirements
The following list presents the hardware recommendations for a workstation being used as a PeopleTools
Development Environment. Obviously, the faster your machine, the faster its response time. To achieve optimal
performance, you should invest in hardware that maximizes the performance of your operating system
environment.

• A x86-64 based machine from around 2010 or later.
Oracle recommends for PeopleSoft installation a machine with at least 256 GB disk space and a CPU similar
to an Intel® Core™ i5 or comparable chip with at least 8 GB of RAM. The machine can be a desktop, laptop,
workstation, virtual machine and so on.

• VGA controller and display of 1024 x 768 resolution or higher and minimum 256 color mode with small font
size.

Chapter 1 Reviewing the PeopleSoft Architecture

Defining End User Workstation Hardware Requirements
General end user workstation hardware requirements are as follows:

• Memory requirements: While additional memory is generally beneficial, 4 GB of RAM is the minimum
recommended for 64-bit computers.

• CPU requirements: Intel® Core™ i3 or equivalent is recommended.
Faster processors will result in better PeopleSoft product response times.

• Browser version: The response time also improves with the latest versions of browsers.
See the My Oracle Support Certification area for browser requirements.

• Screen resolution requirements: VGA controller and display of 1024 x 768 resolution or higher and High
Color (16 bit) mode for the best display results.

In the PeopleSoft Pure Internet Architecture (PIA), the web browser renders the user interface. The web browser
receives the HTML generated by the application server and displays the graphic representation of the HTML. The
CPU speed of the client has a great influence on how fast these HTML pages are rendered. HTML pages for some
PeopleSoft applications can be quite complicated. The web browser should be configured to take advantage of the
HTTP 1.1 Protocol and should also allow adequate disk space for HTML object caching.
Beginning with PeopleSoft PeopleTools 8.54, the PeopleSoft Fluid User Interface is supported on many platforms
for mobile devices, including iOS and Android. The PeopleSoft Fluid User Interface is optimized for mobile
devices. Review the product documentation to consider including this functionality for your end users.
See PeopleTools: Developer’s Guide for PeopleSoft Fluid User Interface.
See the Certifications area on My Oracle Support for information on supported mobile devices.
End user workstations for power users must be able to carry out operations such as intensive data-entry,
navigating between many pages, and so on. Power users may require workstations with specifications greater than
the manufacturer’s minimum for a given web browser and operating system combination. PeopleSoft products
will function on platforms meeting the manufacturer’s minimum requirements for a given web browser and
operating system combination, but will not deliver the optimal user experience for power users.
In addition to the requirements listed above for general users, typical workstations for power users require 8 GB
RAM of memory on the client. Microsoft Windows 7 is the minimum supported operating system version. This
assumes that a typical power user will run three browsers (two for transactions, one for process monitor).
See hardware requirements in Microsoft documentation.

Defining Oracle Secure Enterprise Search Hardware Requirements
For information on the recommendations for bringing up an Oracle Secure Enterprise Search (SES) environment,
consult the Oracle SES product documentation.
See Oracle Secure Enterprise Search Installation Guide , Oracle
Technology Network, http://www.oracle.com/technetwork/search/oses/documentation/ses-096384.html.
For recommendations on Oracle SES searches carried out with a PeopleSoft application, consult My Oracle
Support knowledge base.

http://www.oracle.com/technetwork/search/oses/documentation/ses-096384.html

Reviewing the PeopleSoft Architecture Chapter 1

Important! Before installing Oracle’s Secure Enterprise Search (SES) we highly recommend that you review our
deployment and sizing recommendations provided in “Oracle Secure Enterprise Search Deployment
Considerations for PeopleSoft 9.2” (Document ID: 1684035.1) found on My Oracle Support. This article provides
information regarding the essential hardware for SES and information to help ensure capacity for peak concurrent
usage of your PeopleSoft 9.2 environment. Failing to follow these recommendations can impact the performance
and stability of your PeopleSoft 9.2 environment.

See Also

Oracle’s PeopleSoft Information Portal, http://docs.oracle.com/cd/E52319_01/infoportal/index.html

Researching Support Information
This section discusses:

• Determining the PeopleSoft PeopleTools Release Level
• Reviewing PeopleSoft Certifications
• Reviewing Maintenance Information

Determining the PeopleSoft PeopleTools Release Level
After you decide which PeopleSoft application releases to install, you need to obtain detailed information on the
supported PeopleSoft PeopleTools release, and supported hardware and software.
Search for the product name and release in the Certifications area on My Oracle Support. The name should begin
with “PeopleSoft”, such as PeopleSoft Enterprise Learning Management. The PeopleSoft PeopleTools releases
that are supported for the PeopleSoft application are listed in the search results.

http://www.oracle.com/us/solutions/benchmark/apps-benchmark/peoplesoft-167486.html

http://docs.oracle.com/cd/E52319_01/infoportal/index.html

Chapter 2 Planning Your PeopleSoft Installation

Reviewing PeopleSoft Certifications
It is important that you verify that you have the correct hardware and software in place to support a successful
installation. The section Reviewing PeopleSoft Components in this documentation includes a broad overview of
the components included in a basic PeopleSoft PeopleTools installation. The section Reviewing Hardware
Requirements includes some guidelines for typical hardware requirements. Use the hardware and software
requirements guides on My Oracle Support to get an overview of the requirements for the PeopleSoft application
releases you plan to install.
For a detailed, up-to-date resource, use the PeopleSoft certification information on My Oracle Support. Here you
can find the most current support information on the hardware platforms, RDBMS versions, client connectivity
versions, required compiler versions, and additional component versions. Review the My Oracle Support article
“Searching Using the Certifications Application” (Document 747587.1) for an overview on using the Certification
area for PeopleSoft installations.
The Certifications are divided into categories. Note that you may need look in several categories to get the
information for all of the components for your environment. Be sure to view the Certification Notes for each item.
For example, connectivity clients such as Oracle Database Client or IBM DB2 Connect are included in the
information for PeopleSoft PeopleTools in the category Desktop Applications, Browsers and Clients, and the
Certification Notes include tables describing the support for PeopleSoft Application Server, Batch Servers, and
the PeopleTools Client.
You can also find links to information on patches required for installation in My Oracle Support. You should read
the version of the document “Operating System, RDBMS & Additional Component Patches Required for
Installation PeopleTools” that is appropriate for your database platform and other configuration.
See Operating System, RDBMS & Additional Component Patches Required for Installation PeopleTools, My
Oracle Support, (search for the article name).

Reviewing Maintenance Information
You can search for and download the necessary patches and updates for your PeopleSoft installation from the
Patches & Updates tab on My Oracle Support.
See PeopleTools Installation for , “Preparing for Installation,” Reviewing Patches and
Updates Required at Installation.
Note that for PeopleSoft 9.2 applications, finding and applying patches takes advantage of the PeopleSoft Update
Manager.
See PeopleSoft Update Manager Home Page, My Oracle Support, Document 1464619.1.
To prepare for upcoming bundles and maintenance packs, use the maintenance schedules on My Oracle Support.
The schedules include information on application bundles and PeopleSoft PeopleTools fixes by quarter, product
line, and individual products.
See PeopleTools Installation for , “Preparing for Installation,” Considering Project
Planning.

Planning Your PeopleSoft Installation Chapter 2

Assembling Your Installation Team

When planning your PeopleSoft installation, you may require contributors with a variety of skills, experience, and
time commitments. The contributors may be fully or partly dedicated to the installation, permanent company
members or hired as consultants expressly for the installation. In addition to the roles listed in this section, you
may need additional resources depending upon your specific applications and the complexity of your particular
environment.
Some of the key roles are listed below:

• Database administrator (DBA)
The DBA’s responsibilities may be on a part-time or on-call basis, but it is critical to have a DBA familiar
with your database platform. The DBA may be responsible for the following tasks:

• Review scripts and modify, if necessary, to comply with the standards of your environment.
• Monitor database and provide database support.
• Perform backups and recoveries.
• Troubleshoot and tune database.
• Enforce standards.

• Network administrator
The network administrator will provide network and server support. Similar to the DBA, this individual does
not need to be assigned full-time. Your network administrator may be responsible for the following duties:

• Manage network security and connectivity.
• Troubleshoot network related issues.
• Network configuration.

• System administrator/web administrator
The system administrator should have working knowledge of the server operating system and PeopleSoft’s
technical architecture. The system administrator may need to be involved only on a part-time basis. The
system administrator position is responsible for the following tasks:

• Manage logins, passwords, and system security.
• Troubleshoot server issues

• PeopleSoft installer
You may want to hire a PeopleSoft installer. If you choose to self-install, consider having a PeopleSoft
installer certify your install before starting the upgrade.

Note. Many customers elect to use Oracle Consulting or other third-party consultants to assist them in various
aspects of their upgrade process. The Oracle web site has more information on Oracle Consulting’s upgrade
services. See http://www.oracle.com/us/products/consulting/index.htm.

Your PeopleSoft installer should fill the following roles:

• Install Oracle-delivered software.
• Create and install PeopleSoft Demo and Sys databases.
• Configure the application server domains, web server, and Process Scheduler.
• Complete and install the verification test.

• PeopleSoft administrator

Chapter 2 Planning Your PeopleSoft Installation

The PeopleSoft administrator should have a basic understanding of the PeopleSoft system, and should have
the necessary skills to maintain and support the environment. In addition, the PeopleSoft administrator may
need to act as a project manager in interacting with the other administrators and developers who work on the
PeopleSoft system. PeopleSoft administrators should have a working knowledge of:

• PeopleSoft system navigation
• PeopleSoft windows, menus, and pages, and how to modify them
• User accounts

The PeopleSoft administrator should understand the various user account and roles that can be used to
connect to the database.

• Your RDBMS and operating system
• SQL and SQL command syntax
• PeopleTools, including PeopleSoft Data Mover, PeopleSoft Change Assistant, PeopleCode, and

Application Engine
• Maintenance, updates, and patches

• Application developers
Developers may require SQR, COBOL, PeopleTools, Application Engine, PeopleSoft Query, Crystal Reports,
and PS/nVision experience, depending upon your customizations. Developers will fill the following roles:

• Create and modify customizations to meet business needs.
• Document all changes.

Chapter 3

Installing the Software

This chapter discusses:

•

Obtaining Installation Files

•

Assembling Installation Documentation

•

Reviewing PeopleSoft PeopleTools Utilities

•

Starting the Installation

Obtaining Installation Files

Before beginning the installation, obtain the PeopleSoft installation software and documentation by downloading
the necessary zip files from the Oracle Software Delivery Cloud portal. Use the Readme files to be sure that you
obtain all the zip files required for your environment.

Note. The Oracle Software Delivery Cloud web site was formerly named Oracle E-Delivery.

Several chapters in the PeopleSoft PeopleTools installation guides include sections on how to download specific
files from Oracle Software Delivery Cloud. You may be able to skip these sections if your planning process has
helped you to download all the files you need at the beginning of the installation process.
See Oracle Software Delivery Cloud, http://edelivery.oracle.com.

Assembling Installation Documentation

Before you begin your installation, you should have the following documentation ready for reference:

• Download the PeopleTools installation guide for your database platform.
There are six installation guides for PeopleSoft PeopleTools, to correspond to the six supported RDBMS
platforms: DB2 for z/OS, DB2 for Linux, UNIX, and Windows, Informix, Microsoft SQL Server, Oracle, and
Sybase. The installation guides cover the steps needed for a basic installation. For advanced procedures, you
are referred to PeopleSoft documentation resources.
Be sure to read the chapter “Preparing for Installation” in the PeopleSoft PeopleTools installation guides to
learn about specific requirements, such as connectivity software and user IDs, for the RDBMS (also
sometimes referred to simply as database platforms) you use for your installation.

• Download the application-specific installation guides for your PeopleSoft Application.
You can download the installation guide for PeopleSoft PeopleTools and your PeopleSoft Application, along
with this getting started guide, when you download the installation software. You can also find the installation
guides on My Oracle Support.

• Locate the database administration manuals provided by your RDBMS vendor.

Installing the Software Chapter 3

• Use the PeopleTools: Data Management product documentation for administration information regarding
using your RDBMS platform in a PeopleSoft installation.

• Locate the network administration manuals provided by your network vendor.
• Locate the installation and configuration manuals for additional software components used with the

PeopleSoft installation, such as the web server software and Oracle SES for searching.

Reviewing PeopleSoft PeopleTools Utilities

The PeopleSoft PeopleTools installation includes several utilities that you use in setting up and administering
PeopleSoft software. While there are several other tools included with PeopleSoft PeopleTools, the tools listed
here are referred to during the installation process. These tools include:

• The PeopleSoft installer guides you through the process of installing files to the various servers.
Depending upon your configuration, it can be used either as a Graphical User Interface (GUI) utility or a
command-line executable. Some components also support silent installation.

• Configuration Manager is a GUI utility for configuring workstations being used as the PeopleTools
Development Environment.
When you use Configuration Manager to set up the workstation, it creates a Microsoft Windows program
group with PeopleSoft PeopleTools utilities.

Note. This Configuration Manager, which is included with PeopleSoft PeopleTools, should not be confused
with the Oracle Configuration Manager, which is used to connect to My Oracle Support.

See PeopleTools Installation for , “Setting Up The Install Workstation.”
See PeopleTools: Change Assistant and Update Manager.

• Database Configuration Wizard (DCW) is a GUI utility that guides you through the PeopleSoft database
installation. Access the DCW executable from the PeopleSoft PeopleTools installation directory. The
underlying mechanism for the DCW is Data Mover, which is described below.
There are some installation configurations that cannot use the DCW for database setup. These cases are noted
in the installation guides. In these cases, you must create the PeopleSoft database using the manual method.
Manual database creation was used in early PeopleSoft releases, and can also be used to help you troubleshoot
problems.
See PeopleTools Installation for , “Creating a Database.”

• Data Mover is a utility used to manipulate data, run SQL scripts, and control database access and security.
Data Mover runs transparently when you use the DCW. Note that you can use Data Mover to access the
PeopleSoft database using either two-tier or three-tier mode, depending upon the user name and password you
use to log in. You can access it from the workstation program group or from the PeopleSoft PeopleTools
installation directory.
See PeopleTools: Data Management.

• PSADMIN is a command-line executable used during the installation to set up and manage application server
domains and Process Scheduler domains. You can access psadmin.exe from the PeopleSoft PeopleTools
installation directory.
See the chapters on configuring the Application Server and setting up Process Scheduler in the PeopleSoft
PeopleTools installation guides.

• Application Designer is the core development tool used to build and modify PeopleSoft applications.
In the installation process you use Application Designer to test the two-tier and three-tier connections. You

Chapter 3 Installing the Software

control whether the connection is two-tier or three-tier by your choice of log in user name and password. You
can access it from the workstation program group or from the PeopleSoft PeopleTools installation directory.
See PeopleTools: PeopleSoft Application Designer Developer’s Guide.

• PeopleSoft Change Assistant is a standalone application used for software updates, maintenance updates, and
applying patches and fixes. Beginning with the PeopleSoft PeopleTools 8.53 release, Change Assistant
integrates with the PeopleSoft Upgrade Manager for creating change packages.
The installation executable for PeopleSoft Change Assistant is included in the PeopleSoft PeopleTools
installation directory.
See PeopleTools: Change Assistant and Update Manager.

Starting the Installation

The following flowcharts give an overview of a basic PeopleSoft installation. The process shown here essentially
follows the chapters in the PeopleSoft PeopleTools installation guides. Each installation guide includes
instructions for a variety of configurations; it is a good idea to go through the guide before beginning the
installation and determine those sections that relate to your case. Remember that there are also application-
specific installation instructions.
In those cases in which the instructions differ for installations on Microsoft Windows and UNIX or Linux
operating systems, the installation guides include both versions. Here are notes on some of the decision points
included in the flowcharts:
Multiple languages? Read the section Planning Multilingual Strategy in the first chapter of the installation guides
for guidance.

Installing the Software Chapter 3

Can use DCW? Read the notes at the beginning of the chapters on creating a database to determine whether the
Database Configuration Wizard is appropriate for your installation.

Installation Flow, Part 1

Database on current PT release? Depending upon which PeopleSoft PeopleTools release was used to build your
PeopleSoft application, you may need to run a series of steps to update the database to the latest PeopleTools
release. The installation guides include guidance on whether to update the database, but you can also get
information from the PeopleSoft certification information on My Oracle Support, as mentioned in an earlier
chapter.

Chapter 3 Installing the Software

Correct problems and retest. It is a good idea to verify a connection to the database as you proceed through the
stages of the installation. For example, after setting up the application server, the installation guides recommend
that you connect to the database using PeopleSoft Application Designer.

Installation Flow, Part 2

Installing the Software Chapter 3

Is COBOL needed? COBOL is not needed for PeopleSoft PeopleTools or for product applications that contain no
COBOL programs. To determine whether your installation requires COBOL, use this COBOL information on My
Oracle Support. Search for the article name “PeopleSoft Enterprise Frequently Asked Questions About PeopleSoft
and the Micro Focus COBOL Compiler” (My Oracle Support, Document 747059.1). The page includes a list of
topics that should help you determine whether you need COBOL for your PeopleSoft installation. Use the tool
included under the question “Which PeopleSoft product lines use Micro Focus COBOL?” to determine whether
your product requires COBOL. A second article, “PeopleSoft Enterprise Frequently Asked Questions About
PeopleSoft and the IBM COBOL Compiler,” (My Oracle Support, Document 1211907.1) covers similar
information about the products from IBM.
Choose reporting software. Oracle Business Intelligence (BI) Publisher is the strategic PeopleSoft reporting
option provided beginning with PeopleSoft PeopleTools 8.52. You also have the option to use SAP Crystal
Reports or BusinessObjects Enterprise software to run and view Process Scheduler reports. Read the chapter
“Installing and Configuring Software for Crystal Reports” for information on using SAP Crystal Reports or SAP
BusinessObjects Enterprise software. For current information on support for SAP Crystal Reports and
BusinessObjects Enterprise products, see “PeopleTools Certifications – BusinessObjects Enterprise matrix,” (My
Oracle Support, Document 1383155.1).
Additional tasks. Review the discretionary tasks in the second part of the PeopleSoft PeopleTools installation
guides and select those needed for your configuration. For example, the instructions for installing PeopleBooks
are included as an appendix. PeopleSoft PeopleBooks and the My Oracle Support knowledge base also contain
advanced and specialized information that you may be interested in for your configuration, but which is not
needed for a basic installation.
Verity or Oracle Secure Enterprise Search. The software that is supported for searches depends upon which
PeopleSoft application version you are running. The use of Verity software to carry out searches is supported for
PeopleSoft applications with a version 9.1x or earlier. For PeopleSoft applications 9.2 or later, you must install
and configure Oracle SES, and configure the PeopleSoft Search Framework. Using Verity is no longer supported
beginning with PeopleSoft application version 9.2.
See PeopleTools: PeopleSoft Search Technology, “PeopleSoft Search Framework Versus Verity Search Engine.”

Chapter 3 Installing the Software

Installation Flow, Part 3

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