Appendix: Setting Up PeopleSoft Process Scheduler Security

This appendix discusses how to:

Click to jump to top of pageClick to jump to parent topicSetting Up PeopleSoft Process Scheduler Privileges and Profiles

To submit process requests, a user ID must have a process profile, which defines the user’s privileges in PeopleSoft Process Scheduler. For example, a user can override an output destination for a request, and be limited to what can be viewed on the Process Monitor page.

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicUpdating a Process Profile

To set up the user’s access in PeopleSoft Process Scheduler, define a process profile with the proper authorizations and default settings.

To update a process profile:

  1. Select PeopleTools, Security, Permissions & Roles, Permission Lists to open the permission list definition.

  2. Select the Process page.

  3. Click the Process Profile Permissions link.

  4. In the Workstation Destinations and Server Destinations group boxes, enter a default file and printer destination for the client and server.

    Following is a list of sample values for the server destination file.

    Operating System

    Sample Server Destination Value

    Windows 2000

    %%OutputDirectory%%

    UNIX

    %%OutputDirectory%%

    OS390

    HLQ.PSVV

  5. Select the appropriate options in the Allow Process Request group box.

    This section enables you to adjust the level of access rights that all other users have for viewing and updating process requests initiated by the users under a particular profile. Both view and update rights can be changed to Owner, All, or None. The default enables the process request to be viewed by all and updated only by the owner. If you view by owner, no one else can view the status of the process in Process Monitor. Make any necessary adjustments to the user rights.

    Override Output Destination

    Select to allow the user to override the output destination from the Process Scheduler Request dialog box. If this option is cleared, the File/Printer field in the Process Scheduler Request page becomes unavailable and the user cannot modify it. Use this setting to restrict users to redirecting their output to the default destinations only.

    Override Server Parameters

    Select to allow the user to override the server name and run date and time.

    View Server Status

    Select to allow a user to access the server view in the Process Monitor.

    Update Server Status

    Select to allow a user to suspend, restart, or shut down a server if needed through the Process Monitor. This also allows a user to refresh the Process Monitor - Server List page with the Refresh button.

    Enable Recurrence Selection

    Select to allow a user to select a run recurrence definition in the Process Scheduler Request dialog box. If this is cleared, the user cannot select a process to recur.

  6. Click the OK button to save your changes.

Click to jump to top of pageClick to jump to parent topicAssigning a Process Profile to a User ID

The user profile must be updated to assign the process profile.

To assign a process profile to a user ID:

  1. Select PeopleTools, Security, User Profiles, User Profiles to open the profile for a user ID.

  2. Select the user ID.

  3. Select the General page.

  4. Enter the process profile for this user ID.

  5. Click the Save button to save your changes.

Click to jump to top of pageClick to jump to parent topicGranting a PeopleSoft Process Scheduler System Administration Role

You can set up a user ID in PeopleSoft Security as a PeopleSoft Process Scheduler system administrator. A user with this privilege can update definitions in Process Scheduler Manager and view all process requests in Process Monitor. This role is equivalent to granting all of the privileges in the Allow Requestor To group box on the Process Profile Permission page.

To assign a PeopleSoft Process Scheduler system administration role to a user ID:

  1. Select PeopleTools, Security, User Profiles, User Profiles to open the profile for a user ID.

  2. Select the Roles page.

  3. Select the role name ProcessSchedulerAdmin.

  4. Click Save to save your changes.

See Also

Understanding PeopleSoft Security

Click to jump to top of pageClick to jump to parent topicSecuring Passwords When Scheduling From Outside PeopleSoft

As a PeopleSoft customer, you can create an interface to insert entries into the Process Request table to be scheduled by the Process Scheduler. However, keep in mind that the values that you insert into the PARMLIST (Parameter List) field in the PRCSPARMS table are displayed in the Process Monitor Detail page. These values can also be seen in notification sent out by Process Scheduler.

In order to ensure that any user passwords or access ID/passwords are not displayed in any pages, notifications or logs, you can replace the actual values with the following meta-strings:

User Password: %%OPRPSWD%%

Access ID: %%ACCESSID%%

Access Password: %%ACCESSPSWD%%

Note. Process Scheduler has a mechanism to replace the meta-strings with the actual values when initiating these requests and to ensure that the actual values are not displayed in any pages or log files.