Administering Crystal Enterprise for PeopleSoft Enterprise

This chapter provides an overview of the Crystal Management Console (CMC) and discusses how to:

Log onto the CMC.
Administer reports.
Administer authentication.
Administer license keys.

Understanding the CMC

The CMC enables you to manage the Crystal Enterprise System. As part of the PeopleSoft Enterprise integration, there are two areas that have modified behavior.

First, the Object information includes default information for logging onto the data sources automatically whenever a report is run.

Second, a PeopleSoft Enterprise tab has been added to the Authentication page. You use the PeopleSoft Enterprise tab to:

Enable PeopleSoft Enterprise authentication.
Set a default user and password.
Add, delete, and set default domains.
Add and delete roles.
Set new alias options.
Set update options.
Set new user options.

Logging On to the CMC

This section discusses how to log on to the CMC.

Pages Used to Log On to the CMC

Page Name	Object Name	Navigation	Usage
Launch Crystal Enterprise	PSCENAV	Reporting Tools, Crystal Enterprise, Launch Crystal Enterprise Click the Launch Crystal Management Console (CMC) link.	Access the CMC log on page.
Crystal Enterprise	PSCECONFIG	PeopleTools, Query Access Services, Configure, Crystal Enterprise Click the Ping button or the URL in the Crystal Enterprise Web Server section.	Access the CMC log on screen.

Page Name

Object Name

Navigation

Usage

Launch Crystal Enterprise

PSCENAV

Reporting Tools, Crystal Enterprise, Launch Crystal Enterprise

Click the Launch Crystal Management Console (CMC) link.

Access the CMC log on page.

Crystal Enterprise

PSCECONFIG

PeopleTools, Query Access Services, Configure, Crystal Enterprise

Click the Ping button or the URL in the Crystal Enterprise Web Server section.

Access the CMC log on screen.

Logging On to the CMC

Access the CMC log on screen.

System

Displays the system and port entered in the format system:port.

User Name

Enter the name of the domain you wish to log on to and your PeopleSoft Enterprise user ID separated by a backslash; for example: CRM\USERID. If a default domain has been set for Crystal Enterprise, you can log on to the default domain by simply entering your user ID. Your user ID should be entered in upper case.

Note. This user must have the QAS Admin role as defined in the PeopleSoft Pure Internet Architecture.

Password

Enter the password for the administrator.

Authentication Type

Select PeopleSoft Enterprise to authenticate against PeopleSoft Enterprise.

Note. When you log on to the CMC for the first time, the default Authentication Type is Enterprise. In subsequent sessions, the system retains the last selection that you made.

Administering Reports

This section discusses how to administer data sources for Crystal Reports in Crystal Enterprise for PeopleSoft Enterprise.

Forms Used to Administer Reports

Page Name	Object Name	Navigation	Usage
Process-Database	N/A	After logging on to CMC, click the Objects link. Select a crystal report. Select the Process tab, and then click the Database button.	Set the default information for logging into the data source automatically whenever the report is run.

Administering Enterprise Settings for Reports

Access the Process-Database dialog.

Data Source(s)

Select each data source associated with the report. Data sources point to the database that provides data for your report. There may be more than one data source for a report, so select each data source and enter the log on information for it.

Use original database logon information from the report

Select this option if you do not wish to change the PeopleSoft Enterprise server and environment from which to run the report.

Server

Enter the name of the server set up for the default PeopleSoft Enterprise data source.

Database

Enter the name of the PeopleSoft Enterprise environment set up for the default PeopleSoft Enterprise data source.

User

Enter the PeopleSoft Enterprise user ID used to sign on to the PeopleSoft Enterprise data source when retrieving data for the report. Your user ID should be entered in upper case.

Password

Enter the password for the PeopleSoft Enterprise user ID specified above. The password can be left blank. If left blank, users will be prompted for their user name and password when they refresh the report.

Use custom database logon information specified here.

Select this option to point the report to a different PeopleSoft Enterprise data source than was originally associated with the report.

Database Type

In order to connect to an PeopleSoft Enterprise data source, keep the default selection of Specify a custom driver, crdb_psenterprise.

Server

Enter the name of the server and port (in the format server:port) to be used for the custom PeopleSoft Enterprise data source.

Database

Enter the name of the PeopleSoft Enterprise environment to be used for the custom PeopleSoft Enterprise data source.

User

Enter the PeopleSoft Enterprise user ID to be used to sign on to the custom PeopleSoft Enterprise data source

Password

Enter the password for the PeopleSoft Enterprise user ID specified above.

Table Prefix

For PeopleSoft Enterprise integration, do not enter a table prefix. Keep the default option of Use default table prefix.

Prompt the user for database logon when viewing

Select this option if you want users to be prompted for a password when they refresh a report.

Administering Authentication

This section discusses how to set up PeopleSoft Enterprise authentication.

Forms Used to Administer PeopleSoft Enterprise Authentication

Page Name	Object Name	Navigation	Usage
Authentication-PeopleSoft Enterprise	N/A	After logging on to CMC, click the Authentication link. Select the PeopleSoft Enterprise tab,	Maps security from PeopleSoft Enterprise to Crystal Enterprise.

Page Name

Object Name

Navigation

Usage

Authentication-PeopleSoft Enterprise

N/A

After logging on to CMC, click the Authentication link. Select the PeopleSoft Enterprise tab,

Maps security from PeopleSoft Enterprise to Crystal Enterprise.

Using PeopleSoft Enterprise Authentication

Access the Authentication-PeopleSoft Enterprise tab.

Enable PeopleSoft Enterprise Authentication

You must select this field to allow Crystal Enterprise to map to PeopleSoft Enterprise for security and authentication.

User

Enter a user ID to be used by Crystal Enterprise for PeopleSoft Enterprise to connect to all configured Enterprise servers. The user ID you enter must have the QAS Admin role and must be valid for all PeopleSoft Enterprise servers and environments defined in the domain section of this page. You should use an administrator user name. The user ID should be entered in upper case.

Password

Enter the password for the user ID entered in the line above. This password must be valid for all PeopleSoft Enterprise servers and environments defined in the domain section of this page. Furthermore, this field needs to be updated if the password for the system user changes.

New PeopleSoft Enterprise Domain

Enter any new domain you wish to add to the list of current domains. Enter the domain in the format <Domain Name>=http://<Gateway webserver name>:<port number>/PSIGW/QueryListeningConnector/<Node Name>, for example: CRM=http://asanped083004.peoplesoft.com:8000/PSIGW/QueryListeningConnector/CRM_LOCAL, where CRM_LOCAL is the default node for the CRM application (domain).

Note. You can specify the node name in the IntegrationGateway.properties file. If the node name is not specified, the system uses the default node of the Gateway.

Current PeopleSoft Enterprise Domains

Add, delete, and define the current PeopleSoft Enterprise domains. The domain format is <Domain Name>=http://<Gateway webserver name>:<port number>/PSIGW/QueryListeningConnector/<Node Name>. If there are multiple domains, you can also assign a default domain in the next field.

Default PeopleSoft Enterprise Domain Name

Enter the domain Crystal Enterprise will use if you do not specify a domain when signing in to Crystal Enterprise.

New PeopleSoft Enterprise Role

Enter a new role to the list of current roles in the format DOMAIN\ROLE. Only users in a mapped role can log onto Crystal Enterprise.

Current PeopleSoft Enterprise Roles

Add and delete mapped PeopleSoft Enterprise roles. Only users who are in a mapped roles are allowed to sign in to Crystal Enterprise. A role is defined as the domain and role separated by a backslash; for example: DOMAIN\ROLE

Assign each added PeopleSoft Enterprise alias to an account with the same name

Select this option when users have an existing Crystal Enterprise account with the same name as their PeopleSoft Enterprise account. PeopleSoft Enterprise aliases are assigned to existing users. Users who do not have existing Crystal Enterprise accounts, or who do not have the same name in the Crystal Enterprise and PeopleSoft Enterprise accounts, are added as new users.

Create a new account for every added PeopleSoft Enterprise alias

Select this option to create a new account for each user. If users have already created accounts through the sign-up feature in the Crystal Enterprise web desktop, the users will have separate PeopleSoft Enterprise and Crystal Enterprise accounts.

New aliases will be added and new users will be created

Select this option to automatically create a new alias for every PeopleSoft Enterprise user mapped to Crystal Enterprise.

No new aliases will be added and new users will not be created

Select this option if the PeopleSoft Enterprise directory you are mapping contains many users, of which only a few will use Crystal Enterprise. Crystal Enterprise does not automatically create aliases and accounts for all users, but only for users who log onto Crystal Enterprise.

New users are created as named users

Select this option if new user accounts are configured to use named user licenses. Named user licenses are associated with specific users and enable people to access the system based on their user name and password. This provides named users with access to the system no matter how many other people are connected.

When Crystal Enterprise for PeopleSoft Enterprise is shipped, it includes one named user license, which should be reserved for system use.

Note. If you select this option, you must have a named user license available for each user created.

New users are created as concurrent users

Select this option if new user accounts are configured to use concurrent user licenses. Concurrent licenses specify how many people can connect to Crystal Enterprise at the same time. This licensing is very flexible because a small number of concurrent licenses can support a large user base.

When Crystal Enterprise for PeopleSoft Enterprise is shipped, it includes five concurrent licenses.

Setting Up Secure Connection

By default, the transmission of data between PeopleSoft servers and Crystal Enterprise over the internet is achieved through HTTP. To secure the connection, the following are valid options:

HTTPS in the URL

Using HTTPS in the URL allows for data encryption but no server authentication.

Server Authentication

If server authentication is desired, perform the following steps:

Update the registry SSL Require Server Authentication to 1.
Update the registry SSL Root Certificate File to <full path of certificate file>.
Create the .pem file based on the following criteria:
- If the certificate is already in PeopleSoft Enterprise, export the certificate to plain text.
- If the certificate is acquired from Verisign, the certificate is sent in plain text format.
- If the certificate is already in BEA WebLogic, use the der2pem utility to generate the certificate.
If there are multiple root certificates, append the certificates in the .pem file.

Administering License Keys

This section discusses how to administer license keys.

Forms Used to Administer License Keys

Page Name	Object Name	Navigation	Usage
License Keys	N/A	From the Crystal Management Console, select License Keys.	To add, delete, and view license key information.

Working with License Key

Access the License Keys form.

Named Users

Named user licenses enable the users to access the system based on their user name and password. Consequently, the system enables many people to connect as long as they have the proper user name and password.

Concurrent Users

Concurrent licenses determine the number of people who can connect to the Crystal Enterprise server at the same time. In Crystal Enterprise for PeopleSoft Enterprise, the maximum number of concurrent users is 5, unless more licenses are obtained.

Processors

Processors specify the number of processors that are running Crystal Enterprise. You can determine the number of processor license by counting the number of processors running on Crystal Enterprise.

Note. Crystal Report for PeopleSoft Enterprise delivers some license keys as part of the installation. However, you can add or delete license keys as you deem necessary.

System	Displays the system and port entered in the format system:port.
User Name	Enter the name of the domain you wish to log on to and your PeopleSoft Enterprise user ID separated by a backslash; for example: CRM\USERID. If a default domain has been set for Crystal Enterprise, you can log on to the default domain by simply entering your user ID. Your user ID should be entered in upper case. Note. This user must have the QAS Admin role as defined in the PeopleSoft Pure Internet Architecture.
Password	Enter the password for the administrator.
Authentication Type	Select PeopleSoft Enterprise to authenticate against PeopleSoft Enterprise. Note. When you log on to the CMC for the first time, the default Authentication Type is Enterprise. In subsequent sessions, the system retains the last selection that you made.

Data Source(s)	Select each data source associated with the report. Data sources point to the database that provides data for your report. There may be more than one data source for a report, so select each data source and enter the log on information for it.
Use original database logon information from the report	Select this option if you do not wish to change the PeopleSoft Enterprise server and environment from which to run the report.
Server	Enter the name of the server set up for the default PeopleSoft Enterprise data source.
Database	Enter the name of the PeopleSoft Enterprise environment set up for the default PeopleSoft Enterprise data source.
User	Enter the PeopleSoft Enterprise user ID used to sign on to the PeopleSoft Enterprise data source when retrieving data for the report. Your user ID should be entered in upper case.
Password	Enter the password for the PeopleSoft Enterprise user ID specified above. The password can be left blank. If left blank, users will be prompted for their user name and password when they refresh the report.
Use custom database logon information specified here.	Select this option to point the report to a different PeopleSoft Enterprise data source than was originally associated with the report.
Database Type	In order to connect to an PeopleSoft Enterprise data source, keep the default selection of Specify a custom driver, crdb_psenterprise.
Server	Enter the name of the server and port (in the format server:port) to be used for the custom PeopleSoft Enterprise data source.
Database	Enter the name of the PeopleSoft Enterprise environment to be used for the custom PeopleSoft Enterprise data source.
User	Enter the PeopleSoft Enterprise user ID to be used to sign on to the custom PeopleSoft Enterprise data source
Password	Enter the password for the PeopleSoft Enterprise user ID specified above.
Table Prefix	For PeopleSoft Enterprise integration, do not enter a table prefix. Keep the default option of Use default table prefix.
Prompt the user for database logon when viewing	Select this option if you want users to be prompted for a password when they refresh a report.

Enable PeopleSoft Enterprise Authentication	You must select this field to allow Crystal Enterprise to map to PeopleSoft Enterprise for security and authentication.
User	Enter a user ID to be used by Crystal Enterprise for PeopleSoft Enterprise to connect to all configured Enterprise servers. The user ID you enter must have the QAS Admin role and must be valid for all PeopleSoft Enterprise servers and environments defined in the domain section of this page. You should use an administrator user name. The user ID should be entered in upper case.
Password	Enter the password for the user ID entered in the line above. This password must be valid for all PeopleSoft Enterprise servers and environments defined in the domain section of this page. Furthermore, this field needs to be updated if the password for the system user changes.
New PeopleSoft Enterprise Domain	Enter any new domain you wish to add to the list of current domains. Enter the domain in the format <Domain Name>=http://<Gateway webserver name>:<port number>/PSIGW/QueryListeningConnector/<Node Name>, for example: CRM=http://asanped083004.peoplesoft.com:8000/PSIGW/QueryListeningConnector/CRM_LOCAL, where CRM_LOCAL is the default node for the CRM application (domain). Note. You can specify the node name in the IntegrationGateway.properties file. If the node name is not specified, the system uses the default node of the Gateway.
Current PeopleSoft Enterprise Domains	Add, delete, and define the current PeopleSoft Enterprise domains. The domain format is <Domain Name>=http://<Gateway webserver name>:<port number>/PSIGW/QueryListeningConnector/<Node Name>. If there are multiple domains, you can also assign a default domain in the next field.
Default PeopleSoft Enterprise Domain Name	Enter the domain Crystal Enterprise will use if you do not specify a domain when signing in to Crystal Enterprise.
New PeopleSoft Enterprise Role	Enter a new role to the list of current roles in the format DOMAIN\ROLE. Only users in a mapped role can log onto Crystal Enterprise.
Current PeopleSoft Enterprise Roles	Add and delete mapped PeopleSoft Enterprise roles. Only users who are in a mapped roles are allowed to sign in to Crystal Enterprise. A role is defined as the domain and role separated by a backslash; for example: DOMAIN\ROLE
Assign each added PeopleSoft Enterprise alias to an account with the same name	Select this option when users have an existing Crystal Enterprise account with the same name as their PeopleSoft Enterprise account. PeopleSoft Enterprise aliases are assigned to existing users. Users who do not have existing Crystal Enterprise accounts, or who do not have the same name in the Crystal Enterprise and PeopleSoft Enterprise accounts, are added as new users.
Create a new account for every added PeopleSoft Enterprise alias	Select this option to create a new account for each user. If users have already created accounts through the sign-up feature in the Crystal Enterprise web desktop, the users will have separate PeopleSoft Enterprise and Crystal Enterprise accounts.
New aliases will be added and new users will be created	Select this option to automatically create a new alias for every PeopleSoft Enterprise user mapped to Crystal Enterprise.
No new aliases will be added and new users will not be created	Select this option if the PeopleSoft Enterprise directory you are mapping contains many users, of which only a few will use Crystal Enterprise. Crystal Enterprise does not automatically create aliases and accounts for all users, but only for users who log onto Crystal Enterprise.
New users are created as named users	Select this option if new user accounts are configured to use named user licenses. Named user licenses are associated with specific users and enable people to access the system based on their user name and password. This provides named users with access to the system no matter how many other people are connected. When Crystal Enterprise for PeopleSoft Enterprise is shipped, it includes one named user license, which should be reserved for system use. Note. If you select this option, you must have a named user license available for each user created.
New users are created as concurrent users	Select this option if new user accounts are configured to use concurrent user licenses. Concurrent licenses specify how many people can connect to Crystal Enterprise at the same time. This licensing is very flexible because a small number of concurrent licenses can support a large user base. When Crystal Enterprise for PeopleSoft Enterprise is shipped, it includes five concurrent licenses.

Named Users	Named user licenses enable the users to access the system based on their user name and password. Consequently, the system enables many people to connect as long as they have the proper user name and password.
Concurrent Users	Concurrent licenses determine the number of people who can connect to the Crystal Enterprise server at the same time. In Crystal Enterprise for PeopleSoft Enterprise, the maximum number of concurrent users is 5, unless more licenses are obtained.
Processors	Processors specify the number of processors that are running Crystal Enterprise. You can determine the number of processor license by counting the number of processors running on Crystal Enterprise.