Skip to Main Content
Return to Navigation

Configuring an Environment for PTF

PTF test assets (tests and test cases) are stored in tables in a PeopleSoft application database.

Any application database certified to run on PeopleTools 8.51 or greater can be used as a PTF environment.

This section discusses how to:

  1. Verify Integration Broker setup.

  2. Set up security.

  3. Configure the Web Profile.

  4. Define PTF Configuration Options.

Verifying Integration Broker Setup

To verify that Integration Broker is set up for your application:

  1. In your PeopleSoft application, navigate to select PeopleTools, then select Integration Broker, then select Configuration, then select Gateways.

  2. Verify that the Gateway URL field references the correct machine name.

  3. Click the Ping Gateway button.

  4. Verify that the message returns a status of ACTIVE.

  5. Click the Gateway Setup Properties link.

  6. Sign on to access integrationGateway.properties file.

  7. The default user ID is administrator, and the default password is password.

  8. Verify that the Gateway Default App Server URL is specified.

This is an example of the Gateways page:

Image: Integration Broker Gateways page

This example illustrates the fields and controls on the Integration Broker Gateways page. You can find definitions for the fields and controls later on this page.

Integration Broker Gateways page

The port number in the URL (80 in this example) is the http port of the web server. The default is 80.

This is an example of a Ping message showing ACTIVE status:

Image: Integration Gateway Ping message

This example illustrates a successful Integration Gateway Ping message.

Integration Gateway Ping message

Click the Gateway Setup Properties link on the Gateways page to access the PeopleSoft Node Configuration page, as shown in this example:

Image: PeopleSoft Node Configuration page

This example illustrates the fields and controls on the PeopleSoft Node Configuration page. You can find definitions for the fields and controls later on this page.

PeopleSoft Node Configuration page

The port number in the App Server URL (9040 in this example) generally corresponds with the JSL Port Number as defined in the Application Server configuration. The default port number is 9000.

When the web server is connected to more than one database you will need to enter a node name, as defined in PeopleSoft Nodes on the PeopleSoft Node Configuration page, in the Node ID field of the PTF Signon dialog box. Contact your Integration Broker administrator to determine the correct node name to use. If no node is defined in PeopleSoft Nodes on this page, leave the Node ID field of the PTF Signon dialog blank.

See Creating a Connection to a PTF Environment.

Note: If you rerun the PIA installer, the PeopleSoft Node Configuration page data is cleared and needs to be reentered.

Verify that the Default User ID for the ANONYMOUS node has, at a minimum, a PTF User role.

  1. Navigate to select Integration Broker, then select Integration Setup, then select Nodes.

  2. Select the ANONYMOUS node.

  3. Note the Default User ID.

  4. Navigate to select PeopleTools, then select Security, then select User Profiles, then select User Profiles.

  5. Select the User ID you identified in Step 3.

  6. Access the Roles tab.

  7. Verify that one of the PTF roles is present.

    See Setting Up Security.

If Integration Broker is not set up correctly, contact your Integration Broker administrator.

See PeopleTools: PeopleSoft Integration Broker Administration

Setting Up Security

Users connecting to a PTF test environment must have one of these roles associated with their user ID:

  • PTF User

  • PTF Editor

  • PTF Administrator

This table details the privileges associated with the PTF security roles:

Privilege

PTF User

PTF Editor

PTF Administrator

Run Tests

Yes

Yes

Yes

Create, Modify, and Delete Tests

No*

Yes

Yes

Create, Modify, and Delete Test Cases

Yes

Yes

Yes

Create or Modify Execution Options

No

No

Yes

Use Log Manager

No

No

Yes

Define Configuration Options

No

No

Yes

Create Test Maintenance Reports

No

No

Yes

Create Test Coverage Reports

No

No

Yes

*PTF User can create, modify, and delete tests only in myFolder.

Modify Test includes these actions:

  • Record tests.

  • Add, modify, and delete test steps.

  • Define and modify message recognition.

  • Modify test properties.

  • Add and modify test comments.

  • Add and modify test step comments.

  • Modify line information.

Note: The Default User ID for the ANONYMOUS node must have, as a minimum, a PTF User role.

If PTF security is not configured properly you may receive the following error when signing on the PTF client:

Image: Signon error message

This example illustrates a signon error message.

Signon error message

Possible causes and solutions for this error are:

  • The user ID for the ANONYMOUS node does not have PTF privileges. Add at least the PTF User role to the user profile.

  • The user ID you entered in the User field in the Environment Login does not have PTF privileges. Add at least the PTF User role to the user profile.

For more information on entering roles for a user profile, see Working With User Profiles