Before using Equation Engine, you must complete the steps described in this section. This chapter discusses how to:
Complete Equation Engine setup.
Review and test the units of converted equations.
You must set up Equation Engine before using it. This section discusses how to:
Recompile all equations prior to using Equation Engine.
Verify equation security objects.
Adjust equation security.
Create a tree hierarchy.
Set up security authorizations.
Page Name |
Definition Name |
Navigation |
Usage |
SCC_EQTN_RUN_CNTL |
Set Up SACR, Common Definitions, Equation Engine, Run Equation, Run An Equation |
Compile all equations prior to using Equation Engine. |
|
PSOPRALIASTYPE |
PeopleTools, Security, Security Objects, User Profile Types, User Profile Types |
Verify equation security objects. |
|
PSTREEDEFN |
Tree Manager, Tree Manager Click the Tree Definition link on the Tree Manager page. |
Adjusting equation security. |
|
PSTREEMGR |
Tree Manager, Tree Manager |
Create a tree hierarchy. |
|
PSOPRALIAS |
PeopleTools, Security, User Profiles, User Profiles |
Set up security authorizations. |
Access the Run An Equation page (Set Up SACR, Common Definitions, Equation Engine, Run Equation, Run an Equation).
Note. Anyone using Equation Engine in your organization must complete the steps in this section to recompile equations.
To recompile equations:
Enter the equation EQCOMPILEALL.
Leave the Global and Type fields blank.
Click the Run button.
Click the OK button on the Process Scheduler Request page.
Verify that the job ran successfully by checking the Process Monitor.
Access the User Profile Types page for EQD (PeopleTools, Security, Security Objects, User Profile Types, User Profile Types).
Note. Financial Aid and Student Financials administrators must complete the steps in this section to verify equation security objects.
Verify that the information that appears matches the information provided in the preceding page.
Search the following ID types:
EQN
EQS
EQX
Access the User Profile Types page for EQN (PeopleTools, Security, Security Objects, User Profile Types, User Profile Types).
Verify that the information that appears matches the information provided in the preceding page.
Access the User Profile Types page for EQS (PeopleTools, Security, Security Objects, User Profile Types, User Profile Types).
Verify that the information that appears matches the information provided in the preceding page.
Access the User Profile Types page for EQX (PeopleTools, Security, Security Objects, User Profile Types, User Profile Types).
Verify that the information that appears matches the information provided in the preceding page.
Note. Do not use the EQA ID type at this time.
Access the Tree Definitions and Properties page for EQTN_IDAUTH_TREE (Tree Manager, Tree Managerand click theTree Definition link on the Tree Manager page).
Note. Financial Aid and Student Financials administrators must complete the steps in this section to adjust equation security.
Verify that the information that appears matches the information provided in the preceding page.
Search for the following tree names:
EQTN_SQAUTH_TREE
EQTN_TBAUTH_TREE
EQTN_XAUTH_TREE
If you need to create any of these trees, also use the following page elements :
SetID |
(blank) |
Set control value |
(blank) |
Tree branch |
(blank) |
Valid tree |
Valid tree. |
Tree root node |
PUBLIC |
Access the Tree Definitions and Properties page for EQTN_SQAUTH_TREE (Tree Manager, Tree Manager and click the Tree Definition link on the Tree Manager page).
Verify that the information that appears matches the information provided in the preceding page.
Access the Tree Definitions and Properties page for EQTN_TBAUTH_TREE (Tree Manager, Tree Managerand click the Tree Definition link on the Tree Manager page).
Verify that the information that appears matches the information provided in the preceding page.
Access the Tree Definitions and Properties page for EQTN_XTAUTH_TREE (Tree Manager, Tree Managerand click the Tree Definition link on the Tree Manager page).
Verify that the information that appears matches the information provided in the preceding page.
Access the Tree Manager page (Tree Manager, Tree Manager).
Create a tree hierarchy from the PUBLIC node if one does not already exist for each of the trees. The tree hierarchy should contain a separate node for Financial Aid administrators and a separate node for Student Financials administrators. You can break this down further if you want to limit who can run equations versus who can edit an equation within the groups.
Tree Name |
Description |
EQTN_IDAUTH_TREE |
Authorizations for editing, viewing, or running equations. |
EQTN_SQAUTH_TREE |
Authorizations for editing or running equation SQL. |
EQTN_TBAUTH_TREE |
Authorizations for reading tables and view from an equation. |
EQTN_XTAUTH_TREE |
Authorizations for running external COBOL routines from an equation. |
Note. Do not use EQTN_AEAUTH_TREE at this time.
Access the Edit Data page.
Under each node, add or edit the list of objects and indicate what level of security should be applied to the node.
To do this, click the Edit Data icon (pencil icon) and then insert rows of equation object names and grant appropriate authorization levels.
Execute |
Select the Execute value if the user has the security clearance only to run equations. |
Read |
Select the Read value if the user has the security clearance to read and run equations. |
Write |
Select the Write value if the user has the security to write, read, and run equations. |
All tables and views should have only Read access at this time. Equations should have a mix of authorizations depending on the position of the person accessing them. External routines and SQL should have only Execute access.
Note. You should create the node hierarchy and save the tree structure before adding equation object names so that authority propagation can take place.
Objects newly placed within the PUBLIC node should have their access propagated to Append Auth to All Child Nodes.
Save any changes you made to the trees.
Access the User Profiles page (PeopleTools, Security, User Profiles, User Profiles).
For each person in a department who needs security authorization other than PUBLIC, you must follow these steps:
Enter the person's ID number and access the ID tab.
Enter each of the four EQ ID types in the ID Type and Values fields.
Enter the appropriate Equation Security Tree node name for each of these ID types.
Save the user profile.
See Also
PeopleTools PeopleBook: Security Administration
You should test any equation converted to Equation Engine from Equation Processor. This section discusses how to:
Verify compiled equations.
Define equation test data.
Note. Financial Aid administrators and Student Financials administrators must complete the steps in this section.
Page Name |
Definition Name |
Navigation |
Usage |
EQUATION_EDITOR |
Set Up SACR, Common Definitions, Equation Engine, Equation Editor |
Verify compiled equations. |
|
EQTN_TEST_DATA |
Set Up SACR, Common Definitions, Equation Engine, Equation Test Data |
Define equation test data. |
Access the Equation Editor page (Set Up SACR, Common Definitions, Equation Engine, Equation Editor).
Each administrator must review the equation names that he or she entered in the equation conversion setup tables prior to the upgrade.
For each equation, verify that it is compiled. If the equation is not compiled, you must edit it and compile it.
Access the Equation Test Data page (Set Up SACR, Common Definitions, Equation Engine, Equation Test Data).
You can enter test data on this page. After the test data is entered, access the Equation Editor page and click the Test button.
Check the messages that the system provides to verify correct results of the equation test. If test data is missing, the message will identify what is missing.
Financial Aid administrators should carefully review any equations that reference the view FAN_AWD_PER_VW. Specifically, verify whether an AWARD_PERIOD of B (both) is being handled properly. If you want the system to use just the academic award period, you must decide whether you want it used as the first available award period (even if it is the nonstandard award period), or whether you want the system to return a total or maximum of a field. PeopleSoft Campus Solutions provides an alternate view called SFA_PKAWDPER_VW that you can use to return a total or maximum for an award period value of B (both) in addition to existing academic and nonstandard award period rows.
See Also
Equation Engine Programmer's Guide