Getting Started With PeopleSoft Process Scheduler

This chapter provides an overview of PeopleSoft Process Scheduler and discusses:

Click to jump to parent topicPeopleSoft Process Scheduler Overview

PeopleSoft Process Scheduler is a centralized tool that enables application developers, system administrators, and application users to manage PeopleSoft batch processes. Using PeopleSoft Pure Internet Architecture, you can access a list of processes through a web browser and queue and run a process request. Process requests using PeopleSoft Pure Internet Architecture have the added functionality of new distribution options that enable you to distribute output through the web in different formats (HTML, PDF, Microsoft Excel, and so on) to other users based on their user or role ID. You also can send reports as email to other users.

The following diagram describes the overall PeopleSoft Process Scheduler architecture:

PeopleSoft Process Scheduler architecture

Click to jump to parent topicPeopleSoft Process Scheduler Implementation

This section provides information to consider before you begin to use PeopleSoft Process Scheduler.

Implementation of PeopleSoft Process Scheduler can be categorized into the following activities:

Configuring Process Scheduler General Settings

To maintain a single-row table that stores system-wide parameters and system defaults, you perform the following steps:

Step

Reference

1. Define system settings.

See Defining System Settings.

2. Define process type definitions.

See Defining Process Type Definitions.

3. Define process definitions.

See Defining Process Definitions.

4. Define recurrence definition.

See Defining Recurrence Definitions.

Configuring Process Security

To secure access to the processes, you perform the following steps:

Step

Reference

1. Configure permission lists, roles, and user profiles.

See Security Basics.

2. Set up Process Scheduler privileges and profiles.

See Setting Up PeopleSoft Process Scheduler Security.

3. Grant PeopleSoft Process Scheduler system administration role.

See Granting a PeopleSoft Process Scheduler System Administration Role.

Setting Server Definitions

To set up server definitions, you perform the following steps:

Step

Reference

1. Create server definitions.

See Creating Server Definitions.

2. Define report nodes.

See Defining Report Nodes.

3. Define daemon groups.

See Defining Daemon Groups.

4. Define batch timings.

See Defining Batch Timings.

Configuring Jobs and JobSets

To run several processes in one batch, you perform the following steps to define jobs and jobsets:

Step

Reference

1. Create job definitions.

See Creating Job Definitions.

2. Define scheduled jobsets.

See Defining Scheduled JobSets.

Other Sources of Information

In addition to implementation considerations presented in this chapter, take advantage of all PeopleSoft sources of information, including the installation guides, release notes, and PeopleBooks.

See Also

PeopleSoft Process Scheduler Preface

PeopleTools 8.51 PeopleBook: Getting Started with Enterprise PeopleTools