Setting Up Equation Engine

Before using Equation Engine, you must complete the steps described in this section. This chapter discusses how to:

Click to jump to parent topicCompleting Equation Engine Setup

You must set up Equation Engine before using it. This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up Equation Engine

Page Name

Definition Name

Navigation

Usage

Run An Equation

SCC_EQTN_RUN_CNTL

Set Up SACR, Common Definitions, Equation Engine, Run Equation, Run An Equation

Compile all equations prior to using Equation Engine.

User Profile Types

PSOPRALIASTYPE

PeopleTools, Security, Security Objects, User Profile Types, User Profile Types

Verify equation security objects.

Tree Definitions and Properties

PSTREEDEFN

Tree Manager, Tree Manager

Click the Tree Definition link on the Tree Manager page.

Adjusting equation security.

Tree Manager

PSTREEMGR

Tree Manager, Tree Manager

Create a tree hierarchy.

User Profiles

PSOPRALIAS

PeopleTools, Security, User Profiles, User Profiles

Set up security authorizations.

Click to jump to top of pageClick to jump to parent topicCompiling All Equations Prior To Using Equation Engine

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:

  1. Enter the equation EQCOMPILEALL.

  2. Leave the Global and Type fields blank.

  3. Click the Run button.

  4. Click the OK button on the Process Scheduler Request page.

  5. Verify that the job ran successfully by checking the Process Monitor.

Click to jump to top of pageClick to jump to parent topicVerifying Equation Security Objects

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:

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.

Click to jump to top of pageClick to jump to parent topicAdjusting Equation Security

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:

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.

Click to jump to top of pageClick to jump to parent topicCreating a Tree Hierarchy

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.

Click to jump to top of pageClick to jump to parent topicSetting Up Security Authorizations

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:

  1. Enter the person's ID number and access the ID tab.

  2. Enter each of the four EQ ID types in the ID Type and Values fields.

  3. Enter the appropriate Equation Security Tree node name for each of these ID types.

  4. Save the user profile.

See Also

PeopleTools PeopleBook: Security Administration

Click to jump to parent topicReview and Test the Units of Converted Equations

You should test any equation converted to Equation Engine from Equation Processor. This section discusses how to:

Note. Financial Aid administrators and Student Financials administrators must complete the steps in this section.

Click to jump to top of pageClick to jump to parent topicPages Used to Review and Test Units of Converted Equations

Page Name

Definition Name

Navigation

Usage

Equation Editor

EQUATION_EDITOR

Set Up SACR, Common Definitions, Equation Engine, Equation Editor

Verify compiled equations.

Equation Test Data

EQTN_TEST_DATA

Set Up SACR, Common Definitions, Equation Engine, Equation Test Data

Define equation test data.

Click to jump to top of pageClick to jump to parent topicVerifying Compiled Equations

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.

Click to jump to top of pageClick to jump to parent topicDefining Equation Test Data

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