Installing PeopleSoft is a moderately complicated process. If you’ve never done it before, it will easily take a week or two. Without getting too specific, here are some thoughts on installing PeopleSoft software on a single Windows server.

 Download all of the software that you will need before you start. See my previous post [1] for information about Oracle eDelivery and license codes. You'll need to download the following software at a minimum:

1. All of the PeopleTools CD’s (there are 7 for PeopleTools 8.47)
2. The latest PeopleTools patch from Customer Connection (optional) You can find it on customer connection under Support > Roadmaps and Schedules > 2006 Maintenance Schedule > PeopleTools
3. The PeopleTools 3rd party products including BEA Tuxedo, a web server (like WebLogic or WebSphere),
4. the FSCM application CD, and possibly the FSCM maintenance pack
5. The PeopleBooks for PeopleTools and FSCM (if you want documentation)
6. Crystal Reports, Crystal Enterprise, and the Crystal Install Guides. This is required for running Crystal Reports.
7. Oracle doesn’t make MicroFocus Cobol available, and some processes in Inventory and Ledger won’t run until they are installed. This shouldn’t keep you from evaluating the application, though.

Also before you begin, install your database software, create a small “seed” database and verify you can connect to it. PeopleSoft’s documentation assumes this much is in place before you begin. You’ll need the PeopleTools Installation and Upgrade Guide [2] for your database platform from customer connection. It is a 500+ page manual, but you can ignore the UNIX portion which is a good half. The documentation is pretty good, but there are a lot of moving parts that make it complicated. In general, the installation goes like this:

1. Create a “seed” database and verify connectivity
2. Install your web server of choice (Weblogic, WebSphere, or Oracle’s flavor)
3. Install BEA Tuxedo
4. Install Crystal Reports and Crystal Enterprise
5. Install PeopleTools (basically unzip it to a file server directory which will be referred to as PS_HOME)
6. Install the latest PeopleTools patch.
7. Install the Application into the PS_HOME directory
8. Edit the database creation scripts
9. Create the application database and load application data
10. Configure the web server, create an application server and process scheduler (batch server) domain
11. Configure Integration Broker and other application components

The following configuration worksheet [3] might help you plan your installation.

Comments (44)

Installation problem on 8.42 : Raj Hello, I need help to install peoplesoft. My OS is XP, Oracle 9i with peopletools 8.42 and application CD EPM 8.8. I am facing on sql scripts I learn the correct order is utlspace.sql,dbowner.sql,Pfddl.sql,psroles.sql,psadmin.sql,connect.sql Errors are showning here it showning run rollback.sql... Can you suggest me the correct order for this. Thanks, Raj June 25, 2007 RE: Installation problem on 8.42 : Brent Martin Rollback.sql establishes rollback segments in your database -- some fairly fundamental functionality. I don't have the documentation in front of me, but I believe it runs after utlspace.sql but before pfddl and dbowner. June 26, 2007 Can some one help with screenshots type doc : psreddy 1. Is it more or less same for PSCRM 9 installation? August 22, 2007 ... : Brent Martin Yes, the basic installation process hasn't changed in some time and I don't believe it's changed significantly in version 9. There may be more optional components available now as Fusion Middleware becomes more prolific but these generally install on top of the basic Database/Tuxedo/App Server architecture. August 26, 2007 Installation problem : Gayathri Hi, I am trying to install PeopleSoft in my XP OS , SQL server 2005 , peopletools 8.48 and PSFinancials 9.0 media pack. I sucessfully created the database , established connectivity and ran through the scripts successfully. When im trying to "Update PeopleTools Database Objects" as mentioned in the installation document, i am unable to sign on to Application Designer . It says invalid log in id . Can you suggest me some solution? P.s when i was running the configuration manager though the installation was completed at one point it mentioned JDEVELEOPER is missing. Will that cause any sign on issue ? please help ThankYou Gayathri. August 31, 2007 ... : Brent Martin I don't think it's related to jDeveloper. Here are some things to try: 1) in SQL Server, make sure you can connect through the ODBC connection that you set up. For Oracle, make sure you can connect via SQLPlus. 2) Verify you can log on to the database with the connect id username and password. 3) Verify you have entered the correct connect id and password in configuration manager 4) Make sure you're using the correct username and password. In HRMS Demo, log on with PS password PS. Financials is VP1 password VP1. 5) See if you can make data mover connect in "bootstrap" mode - log on as sa (or sysadm for Oracle) 6) If bootstrap mode works, you can run resetpswd.dms (in your scripts directory) that will set everyone's password back to their user name. 7) If you have PeopleTools 8.47 or older installed on the same workstation, the connect ID's Pwd might be encrypted using the old encryption algorithm. I think the fix is to blank it out in the 8.48 config manager, hit apply, then re-enter it. How the PS Signin process works is like this: First PS connects with the "connect ID", which has access to see PSDBOWNER (verify the database matches the connection name), PSOPRDEFN (to look up the username and encrypted password), and PSACCESSPRFL (which contains the encrypted "Access ID" password (i.e. sa or SYSADM)). Then PS gets the encrypted user password and verifies it. Then it decrypts the Access ID signs out, and signs back on as the Access ID. Hope this heleps. -Brent September 03, 2007 ... : Gayathri Hi , Thanks for the response. I am able to successfully establish a connection with the database which i have configured. Able to log into datamover in a bootstrap mode. Concern: When i query the database for the tables PSDBOWNER,PSACCESSPRFL and PSOPRDEFN it returns no rows . I am puzzled by this. (( Also when i configured the database i mentioned the Access ID to be PS for my financials database,.. Will this cause any log on issues? Please assist me .. ThankYou Gayathri. September 04, 2007 ... : Brent Martin If those tables are returning no rows, the database did not get loaded correctly. Log on to data mover in bootstrap mode, go to File > Database Setup, and walk through the wizard to import a database. For SQL Server, the access ID is usually "sa". I'm not sure what the implications would be of selecting PS. September 05, 2007 ... : Gayathri I tried to Un install everything and re installed . Now the database is configured properly and all the above mentioned tables are having rows . Still im unable to log in to App designer . Regarding the Access ID, in the installation document they have mentioned the default access id is "sa" but try to use some other id of your choice. So i am not sure where i went wrong and what went wrong. The current status is im able to log into the data mover in bootstrap mode but the app designer login is the only issue . Can you assist me with your valuable suggestions. Thank You Gayathri. September 06, 2007 ... : Gayathri hi i am able to log in to app designer with the user id PSADMIN and pwd PSADMIN. As you have mentioned system refers to the PSOPRDEFN table for the user id i tried with this id which is there in PSOPRDEFN table and it went through . But i am not sure why my login VP1 is not success. Your thoughts upon this! September 06, 2007 ... : Brent Martin Does VP1 exist in PSOPRDEFN? You can only log in with users that exist there. If it doesn't exist, there may still be problems with your database install. For instance, maybe you just installed a PeopleTools database but not an Application database... September 10, 2007 ... : Gayathri No the user VP1 is not present in PSOPRDEFN. When i configured the Database i chose the option PeopleTools System database . This was the only option i got for selecting the PeopleSoft Application. As you said i can see only System tables in the SQL Server and not the Application tables . Can we load the application database at this stage too? if yes is there any specific dms that needs to be run for this or is there any other alternate ? Please let me know . September 13, 2007 ... : Brent Martin Sounds like you didn't create an application database, you just created the system database. Did you install the Application CD into your PS_HOME directory before you ran the database create wizard? A good way to check is to see if there are some very big files in $PS_HOME/data. Yes, you can install the database at this stage, but you'll need to drop the existing tables except for the ones that the DB create scripts made. September 20, 2007 PSADMIN : khan gayatri when u try to log into App. designer what error message do u see? i think u need to run grant.sql as user sysadm or sa. And u will only be able to query the security with user sysadm or sa. hope this helps!! khan. November 21, 2007 how to enable search? : peoplesoft_admin1 : http://Peoplesoft Hi, i have successfully installed peoplesoft student system, HRMS and Campus solution 8.9 with peopletools 8.46, and Bea web logic -installed on server windows 2003- everything works fine except for the search feature! I have enabled the Help link as specified in the installation manual, but when you click it, the following message appears: cannot be displayed because no help topic was found for the help context ID "DEFAULTHOMEPAGE". To view the PeopleSoft Online Library, click here. i have also installed peoplebooks, and when you search for anything in peoplebooks it give you the following error: Error 500--Internal Server Error From RFC 2068 Hypertext Transfer Protocol -- HTTP/1.1: 10.5.1 500 Internal Server Error The server encountered an unexpected condition which prevented it from fulfilling the request. Sorry for such long post, but i will really appreciate it so much if you guys help me on this issue, in case you need more clarification, please dont hesitate to contact me here on this forum or at: This e-mail address is being protected from spam bots, you need JavaScript enabled to view it , Regards Bahaa Ahmed February 12, 2008 RE: how to enable search : Brent Martin Try this: Fire up REGEDIT, go to HKEY_LOCAL_MACHINE SYSTEM CurrentControlSet Services peoplesoft-PIA Parameters. Be sure the PATH variable includes your verity winx86 _nti40 bin under your PS_HOME directory Sorry about the missing backslashes. Apparently my commenting system strips them out... February 12, 2008 ... : Bahaa Hi Martin, thx alot for your quick reply, i tried to enable the verity from the path you specified, but still the search does not work. i know that verity is the component that is responsible for enabling the search, so i think your thinking logically, are there any other possible checks other the one you mentioned in your last post? but im really confused a bout the error that appears when search in peoplebooks: Error 500--Internal Server Error From RFC 2068 Hypertext Transfer Protocol -- HTTP/1.1: 10.5.1 500 Internal Server Error The server encountered an unexpected condition which prevented it from fulfilling the request. im afraid there is a problem with the Bea web server! dont worry about missing backslashes, i got your post just right :-) thanks alot February 13, 2008 Installing Multiple Instances to same Linux Box : Neil Yetman I have 2 Instances of HRMS/CS 9.0 installed on same Linux box. Linux box hods everything (DB, WebLogic, Tuxedo.) Both instances share the same PS_HOME. I have 2 Application Server domains setup and 2 Web Server sites installed. Single sign-on not set-up. I can log on to either application individually through sign on page without issue. But whenever I log in to one instance, then open another web browser window and log in to the 2nd instance, if I go back to my first instance to navigate through menu it automatically gets invalidated and sends me back to log-on page saying "Username and password is invalid. Please log-on." (Same thing happens if I log on to 2nd Instance first, and then log on to 1st instance.) I'm not sure if it is a Web Server or Application Server issue. Things I have done to try and fix it: 1.) Renamed Default Local Node on 2nd Instance. 2.) Specified directory for Application Server cache for 2nd Instance. None of these have helped. Any thoughts?? Cheers, Neil February 14, 2008 ... : Bahaa Hi Yetman, you installed 2 Bea(s)? if so, how did you register them with the tuxido? did you install more than one tuxido? February 15, 2008 ... : Bahaa Hi, does any one know how to apply the maintenance packs for peoplesoft application, say;HRMS & Campus solution 8.9, i checked the read me for it, but i really couldnt figure out how to impelement them. i installed change assistant for applying the maintenace pack, but i could not know how to apply them with the peoplesoft CA, if anyone could provide me with a summay how to install these mainteneace packs, i would really be grateful, or provide with a document specifying clearly how to apply the maintenace packes. thank you February 15, 2008 Compile cobol programs for peoplesoft application installed on widows server 2003 : Bahaa I have installed peoplesoft HRMS & Campus solution 8.9 on windows server 2003, the instance works fine, but some functions-like student enrollment- requires compiling COBOL programs. i tried to install mico focus from e-delivery, but when i run the installer it gives me: error,bad initilization file, it seems the file is corrupted any way, i extended my search through the net, and i managed to get micro focus.net -which requires microsoft visual studio.net 2005 and .Net framework 2.0-, i have installed it, but i dont have any idea how to use it to compile the cobol programs written in peoplesoft,, can you please help, as this is extremely important, thank you, February 15, 2008 Re: Installing Multiple Instances to same Linux Box : Neil Yetman I'll give you a more complete picture! Installing PS HRMS/CS 9.0 on RedHat Linux 4, PeopleTools 8.49, Oracle 10gR2, WebLogic 9.2.1, Tuxedo 9.1 I did the following: 1.) Installed Oracle 10g 2.) Installed WebLogic 3.) Installed Tuxedo 4.) Installed HRMS/CS to PS_HOME directory 5.) Setup/loaded database DMO1 using DataMover 6.) Ran psadmin to Create Application Server Domain DMO1 (Ports: WSL 7000, JSL 9000, JRAD 9100) 7.) Ran PIA Setup to install PIA Site for DMO1 (WebLogic, Multiple Domain) (Ports: JSL 9000, HTTP 8000, HTTP 8443) 8.) Installed PeopleBooks Note: Up to this point has been the basic install steps as explained by PeopleSoft Install Document. 9.) Then I shutdown DB, App Server and Web Server and did Cold Backup of DMO1 Database. 10.) Followed steps to use Cold Backup files to create a clone database DMO2 11.) Ran psadmin to Create Application Server Domain DMO2 (Ports: WSL 7010, JSL 9010, JRAD 9110) 12.) Ran PIA Setup to install PIA Site for DMO2 (WebLogic, Single Domain this time instead of Multiple Domain) (Ports: JSL 9010, HTTP 8100, HTTP 8543) I can start up everything (Database Instances, Application Server Domains, PIA Sites) with no issue. When I log on to each application individually I have no issues. But when I log to one, and then the other, I get booted out of the first (sent back to signon page with error: Your User ID and/or Password are invalid.) Like I said above, I have tried the following to try and fix it but it hasn't helped: 1.) Renamed Default Local Node on DMO2 Instance. 2.) Specified directory for Application Server cache for DMO2 Domain (to make sure they both weren't sing the same default cache location.) Can anybody spot anything I might have missed?? Thanks. Neil February 15, 2008 Re: Compile cobol programs for peoplesoft application installed on widows server 2003 : Neil Yetman Hi Bahaa, I'm assuming you're trying to install MicroFocus 5?? Did you read the Readme file included in "Micro Focus Net Express 5.0 Wrap Pack 4 Extras Install Documentation for PeopleSoft and Runtime Licenses (Read "Readme" file located on this disk for instructions) (CD)" The equivalent Readme file for Server Express (for Linux) was quite detailed. If you think your file was corrupt you could always try downloading again. (I'm pretty certain you're going to need the PS version of Microfocus. The Readme file for Linux talks about an Unlimited License Patch that PeopleSoft provides to allow the App to run the Cobols after they have been compiled.) I'm about to try and install Micro Focus 5 on my linux box. Will let you know how I make out if you like. Neil February 15, 2008 ... : Bahaa Hi Niel, actually no, i was trying to download micro focus v.4 from e-delivery, and i downloaded twice but the file was corrupt. i will try to download micro-focus v.5, and try the install myself, please if you have once you install it, please inform me with the required steps to perform that. thank you February 15, 2008 ... : Bahaa Neil, i checked the read me for micro-focus5, but it shows only how to install the compiler itself, what i still dont know is how can we use the compiler to compile the COBOL programs in peoplesoft applcation, -installed on windows- can you please help? February 15, 2008 Re: Compile cobol programs for peoplesoft application installed on widows server : Neil Yetman Are you using Tools 8.49?? The best thing to do is follow the steps in CHAPTER 12A Compiling COBOL on Windows in the PeopleTools 8.49 Install Doc. If you don't have that doc, you can get it from Oracle's website: http://www.oracle.com/technology/documentation/psftent.html February 15, 2008 Compile cobol programs produce errors : Bahaa Hello, i managed to compile cobol programs, but the thing is a big list of objects are generated with errors, is that normal? what is the next step to do? do we need to copy cobol objects from C:/temp/compile to PS_HOME/CBLBINA? according to the install document: After you have successfully compiled your source code, all of the executables should have been placed in your CBLBINA directory what does they mean with the executables? Thank you, Bahaa Ahmed February 19, 2008 RE: Compile cobol programs produce errors : Brent Martin Errors are not normal. But they can be tolerable if they only happen for COBOL programs that you're not using. You should probably dig into it and see what error messages it's throwing. Lots of times a missing (or wrong version of a) copybook can wreak havoc across a bunch of programs. If you use the pscbl.mak script to compile the programs, it'll move them where they need to go. But if you did it yourself you'll need to move them to whatever directory the install doc specified. February 20, 2008 RE: Installing Multiple Instances to same Linux Box : Brent Martin This is definitely one I should know, but it's not coming to me. Somehow session #2 is hijacking the cookie of session #1. Seems like there's something in web profile under cookie rules that let you specify a different cookie name of the second website. Setting up SSO so they both trust each other would probably fix your problem too. February 20, 2008 ... : Bahaa Hi Martin, thanks for your quick reply, I have just noticed that the cobol compiler -micro focus 5.0- i have installed is not setup correctly, it seems it requires a license! they ask for a respose key, do you have any idea how i can get that? please reply soon if you can as it is so urgent! I used CBLBLD.BAT command, so would it move the executables programs to where they need to go? if so, where can i find them? Thanks Alot, Bahaa Ahmed February 20, 2008 ... : Brent Martin Look at http://licensecodes.oracle.com/. If you don't find it there call Customer Care (or whatever Oracle calls it these days) and they should be able to help. While the COBOL run time comes with PeopleSoft, the COBOL compiler has always been something you have to pay extra for. Back in the 7X days and prior, PS would ship compiled versions of all of it's programs. But those days ended about the time 8.0 came out. February 20, 2008 Re Compile COBOL : Neil Yetman Check the PEOPLESOFT ENTERPRISE COBOL QUICK INSTALLATION GUIDE. There is a 30-day temporary license code included in that document that should allow you to compile. February 22, 2008 RE: Installing Multiple Instances to same Linux Box : Neil Yetman Thanks Brent. That's a good idea about the cookie name. I'll check into it. February 22, 2008 ... : Neil Yetman Brent, your comment above lead me down the right path. Thanks! It certainly came down to cookies and the Web Profile. Both instances were using the same delivered Web Profile. So this is what I did for the 1st instance: 1.) Modified $PS_HOME/webserv/DMO1/applications/peoplesoft/PORTAL/WEB-INF/psftdocs/DMO1/configuration.properties updating the WebProfile to DMO1 2.) Modified $PS_HOME/webserv/DMO1/applications/peoplesoft/PORTAL/WEB-INF/weblogic.xml setting Cookie Name to DMO1-PSJSESSIONID 3.) I logged on and navigated to People Tools, Web Profile, Copy Web Profile and copied DEV to DMO1. I updated the Cookie Rules tab to include DMO1- in the cookie name fields. 4.) And I also updated the $PS_HOME/webserv/DMO1/applications/peoplesoft/PORTAL/WEB-INF/psftdocs/DMO1/webprof/cookierules.xml file adding the DMO1- to all the cookie names here too (but I'm not sure if I even really needed to.) Then I did the same for the second instance (replacing DMO1 with DMO2.) Restarted my Web Servers and voila! no more problems. Thanks again. February 27, 2008 Help on nstallation on HCM 9.0 on SQL Server DB : Ajay Hi, I am installing PeopleSoft HCM 9.0 on SQL Server 2005 DB Server. I have completed following steps: 1. Installing MS Sql Server 2005 2. BEA Weblogic 9.2 3. Tuxedo 9.1 4. PeopleTools 8.49 5. HCM Application 9.0 Now, I have to run some sql as well as dms scripts. Though, I have knowledge on what are/ how to run the scripts, I am not aware of the same in SQL Server environment. Could you please help identifying the SQL scripts to run and DMS scripts to run!! Thanks in advance. April 19, 2008 ... : Bahaa Hi guys, have you ever heared of people tools client? if so, how we can obtain the software or install it,,, i will be glad if you help me on this.. Thank you Bahaa Ahmed April 30, 2008 Nice step-by-step : Brent Martin Check out this link: http://gasparotto.blogspot.com/2008/06/peoplesoft-server-on-windows-xp.html It has a nice step-by-step instructions with screen shots on how to get PS up and running on a Windows XP environment. June 12, 2008 help on configuring change assistant step by step for application upgarde : naresh hi could u please help me in configuring change assistant for application upgrade,what prerequisites i have to see to perform it on remote server from client machine?prerequisite on client side? July 16, 2008 RE: Change Assistant : Brent Martin Have you seen my article on Change Assistant at http://www.erpassociates.com/peoplesoft-corner-weblog/peopletools/setting-up-change-assistant.html? July 16, 2008 ... : varma : varma yes I have seen the article but it is meant meant for update ,i want Change assistant for application upgrade on remote server and what r the configurations we have to made to perform the upgrade from local machine. July 16, 2008 July 17, 2008 ... : sri I need to download Micro Focus Net Express 5.0 Wrap Pack .From where I should download the same. July 31, 2008 RE: Micro Focus : Brent Martin MicroFocus Net Express isn't available from Oracle online. You have to purchase a license before you can get it. Customer Care can give you the details. July 31, 2008 ... : sri In a general peoplesoft any page I am trying to find out the page name and component name by pressing ctrl j but I am getting yahoo toolbar-close tab.Could you please let me know what could be the reason for it. August 01, 2008 ... : sri I have got some 2 yrs of experience in peoplesoft finance and I am trying to prepare for the interview in U.S I want to know how is the job market for peoplesoft in U.S and some website address which is helpful in preparion for the interview. September 05, 2008

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