Configuring PeopleSoft Enterprise to Use Crystal Enterprise

This chapter discusses how to:

Define permissions.
Set up Query Access Services (QAS).

Defining Permissions

This section discusses how to:

Set up Crystal Enterprise roles in PeopleSoft Enterprise.
Set up Query profiles.
Grant web library permissions.

Pages Used to Define Permissions

Page Name	Object Name	Navigation	Usage
User Profiles – Roles	USER_ROLES	PeopleTools, Security, User Profiles, User Profiles, Roles	Set up Crystal Enterprise roles.
Query Profile	SCRTY_QUERY_PROF	PeopleTools, Security, Permissions & Roles, Permission Lists, Query Click the Query Profile link.	Set up permissions to Run Reports, Run to Crystal and Run to Excel.
WebLib Permissions	ACL_WEBLIB_ACCESS	PeopleTools, Security, Permissions & Roles, Permission Lists, Web Libraries Click the Edit link.	Set up web library permission for your Query.

Setting Up Crystal Enterprise Roles in PeopleSoft Enterprise

Access the User Profiles - Roles page.

In order to provide seamless security integration between PeopleSoft and Crystal Enterprise, a user must be assigned to a role:

CE User

A user with this role can see the Run to Crystal link on the Query Manager search page or Query View page.
QAS Admin

A user with this role can see the Launch the Admin Launchpad URL on the Launch Crystal Enterprise page.

Setting Up Query Profiles

Access the Query Profiles page.

In order for the Crystal and Excel links to appear on the Query Manager search page, you must select Run to Excel and Run to Crystal in the PeopleSoft Query Output section of the page.

Granting Web Libraries Permissions

In order for Crystal Enterprise to invoke any Query web service, it must be granted full access to the relevant iScript.

To grant Web Service access for the Query:

Access the Weblib Permission page.
In the Function column, select Full Access for the row labeled ISCRIPT2.FieldFormula.IScript_GetCrystalURL.
Click OK to save your changes.

Setting Up QAS

This section provides an overview on QAS setup and discusses how to:

Configure QAS
Configure Crystal Enterprise

Understanding QAS Setup

Query Access Services are implemented using the PeopleTools Integration Broker (IB) framework. All the web services exposed by QAS are implemented as synchronous inbound messages using the IB framework. The Integration Gateway web application receives all the web services requests and forwards them to the Integration Engine (application server) for processing.

Note. For all QAS messages, a node called QAS_REMOTE that represents the requesting entity (Crystal Enterprise) is available. Currently, QAS does not support node level password for this node.

Pages Used to Set Up QAS

Page Name	Object Name	Navigation	Usage
Query Access Services	PSQASCONFIG	PeopleTools, Query Access Services, Configure, Query Access Services	Define the QAS Integration Gateways URL and the QAS results repository URL.
Crystal Enterprise	PSCECONFIG	PeopleTools, Query Access Services, Configure, Crystal Enterprise Reporting Tools, Crystal Enterprise, Launch Crystal Enterprise Click the Configure Crystal Enterprise link on the Launch Crystal Enterprise page.	Define the location of the Crystal Enterprise Report Explorer and the location of the Crystal Management Server (CMS).

Page Name

Object Name

Navigation

Usage

Query Access Services

PSQASCONFIG

PeopleTools, Query Access Services, Configure, Query Access Services

Define the QAS Integration Gateways URL and the QAS results repository URL.

Crystal Enterprise

PSCECONFIG

PeopleTools, Query Access Services, Configure, Crystal Enterprise

Reporting Tools, Crystal Enterprise, Launch Crystal Enterprise

Click the Configure Crystal Enterprise link on the Launch Crystal Enterprise page.

Define the location of the Crystal Enterprise Report Explorer and the location of the Crystal Management Server (CMS).

Configuring QAS

Access the Query Access Services page.

To set up QAS:

If you've defined the Integration Gateway default local node, the QAS URL is automatically pre-populated. This URL is synonymous to the one that you use to launch the Crystal Enterprise.

Otherwise, go to the next step.
Click the Edit Integration Gateway URL to access the Gateways page where you can modify the Integration Gateway URL.
Click the Ping button to test the URL.

If the test is successful, the system returns an XML response.
Enter the Query Access Services Result Repository URL.

This URL is used to write the temporary query results into a file location that is specified in the IntegrationGateway.properties file.

See Using the integrationGateway.properties File.
Click the corresponding Ping button to test the URL.

If the test is successful, the system returns an XML response.
Enter the Max Query Size in megabytes. This parameter controls the maximum size of the query result set that you can fetch based on the size of QAS WSDL specifications.

The default value is 500.
Click Save to save the settings.

Note. All the URLs on this page are case sensitive, including the Edit Integration Gateway URLlink.

BEA Jolt Connect String Properties

QAS requires that appropriate BEA Jolt Connect String Properties must be configured in the Integration Gateway Properties file, so that incoming QAS requests can be routed to the correct receiving node (application server).

Either the Default BEA Jolt Connect String Properties or the BEA Jolt Connect String Properties for Known Nodes can be configured.

See Using the integrationGateway.properties File.

The following is an example of Default BEA Jolt Connect String Properties:

ig.isc.serverURL=//MYMACHINE:9000
ig.isc.userid=TOPDOG
ig.isc.password=VOBN5KcQZMg
ig.isc.toolsRel=8.46

One Gateway for Multiple Applications

You can use a single Gateway to configure multiple PeopleSoft applications and one webserver for multiple PeopleSoft applications. To specify multiple applications in one Gateway, you need to add the nodes corresponding to the applications to the IntegrationGateway.properties file.

The following example illustrates how you can specify multiple applications in one IntegrationGateway.properties file.

## default  node
ig.isc.serverURL=//PLE-KKO:9000
ig.isc.userid=QEDMO
ig.isc.password=5/SS3MfAFH4=
ig.isc.toolsRel=8.46-111-I1

## non-default node
ig.isc.FS_LOCAL.serverURL=//PLE-KKO1:9000
ig.isc.FS_LOCAL.userid=VP1
ig.isc.FS_LOCAL.password=Ez6NDsqOkxI=
ig.isc.FS_LOCAL.toolsRel=8.46-111-I1

## non-default node
ig.isc.HR_LOCAL.serverURL=//PLE-KKO2:9000
ig.isc.HR_LOCAL.userid=VP1
ig.isc.HR_LOCAL.password=Ez6NDsqOkxI=
ig.isc.HR_LOCAL.toolsRel=8.46-111-I1

In the above example, the default node doesn't specify any PeopleSoft application. However, in the non-default nodes, you can see that FS_LOCAL and HR_LOCAL are default nodes used by the Financial and Human Resource application, respectively.

Important! When you add a new domain in Crystal Enterprise, you need to specify the node name on the URL if you are not using the default node of the Gateway.

QAS Repository Location

QAS stores the query result files temporarily in the QAS repository. The location of QAS repository can also be specified in the IntegrationGateway.properties File by the following parameter:

ig.qas.repositoryHomeDir=<full-path for QAS Repository Location>

If this parameter is not configured, QAS stores the temporary files in the default location under the PSIGW web application, for example: %PS_HOME%\webserv\peoplesoft\applications\peoplesoft\PSIGW

See Using the integrationGateway.properties File.

Additional Configuration

For any additional Integration Gateway configuration such as security, refer to the Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Integration Broker .

Configuring Crystal Enterprise

Access the Crystal Enterprise page.

To set up Crystal Enterprise in the PeopleSoft Pure Internet Architecture:

Enter the Crystal Enterprise Web Server URL (http://<machine name>:<port number).

You can use this URL to access the Report Explorer and the Crystal Management Console.
If you want to access the Crystal Management Console (CMC) log on page directly, click either the URL link or the Ping button.
Enter the Crystal Management Server (CMS) machine name and port number.

This URL is used to access the Crystal Enterprise CMS database.
Click the Ping button to test the CMS machine name.

If the test is successful, the message “The Crystal Enterprise CMS database is up and running” appears.
The CE Domain Name is optional.

You don't need to enter a domain name unless you have multiple domains.

If you enter a domain name, you can see a read-only concatenation of the CE Domain name and your current PeopleSoft user ID at the bottom of the page, for example: CRM\CEMGR, when you tab out of the field.
Click Save to save your settings.