Setting Up Single Sign On

Links to the Financial Management Solutions Portal are available from within PeopleSoft Planning and Budgeting, but they require that single sign on be set up between PeopleSoft Enterprise Performance Management and PeopleSoft Financial Management system databases.

Follow these steps to set up single sign on.

In the EPM database, navigate to the Portal tab of your ERP Node Definition using the path select PeopleTools, then select Portal, then select Node Definitions.
Change the content of the Portal URI Text field and Content URI Text field to point to the web server of the Financial Management system database. Make sure the machine name, psc, and psp are in lowercase.
Click Save.
In the EPM database, navigate to Structure and Content using the path select PeopleTools, then select Portal, then select Structure and Content.
1. Click the EPM Foundation link.
2. Click the EPM Setup link.
3. Click the Ledger Setup link.
4. Click the Ledgers link.
5. Click the Edit link next to the Ledger For A Unit (FMS) line item. The Content Ref Administration page appears.
In the Node Name field, enter the name of your ERP node.
(Optional) Set the Financial Management system pages to open in a new window. Enter information in the Content Reference Attributes section.
1. Enter NAVNEWWIN in the Name field.
2. Enter True in the Attribute Value field.
3. Save and exit the page.
Access the Content Ref Administration page for ComboEdit Budget Inquiry.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the ComboEdit Budget Inquiry line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for ComboEdit Definition.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the ComboEdit Definition line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for ComboEdit Group.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the ComboEdit Group line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for ComboEdit Inquiry Selection.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the ComboEdit Inquiry Selection line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for ComboEdit Rule.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the ComboEdit Rule line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for ComboEdit Template.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the ComboEdit Template line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for Commitment Control Setup.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the Commitment Control Setup line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Access the Content Ref Administration page for Review Combo Edit Build.
1. From the Structure and Content page, click the Planning and Budgeting link.
2. Click the Activity Preparation link.
3. Click the Edit link next to the Review Combo Edit Build line item. The Content Ref Administration page appears.
4. Repeat steps 5 and 6.
Have your server administrator setup the web servers, portal configuration and security configuration for single sign on. This step requires server setup. (See PeopleTools Document)
Make sure the Operator ID being used in EPM is also defined in the Financial Management system databases, with access to the components being referenced. Have your Security Administrator update Operator Security in the Financial Management system database to ensure that you have read-only access to the following components:

See PeopleTools Document: System and Server Administration

Menu	Component/Object ID	Item Label/Page Name
ESTABLISH BUSINESS UNITS	BUSINESS_UNIT_LED	Ledgers for A Unit
DESIGN_CHARTFIELDS	COMBO_EDIT_TMPL1	ChartField Editing Template
DESIGN_CHARTFIELDS	COMBO_CF_DEFN	Combination Definition
DESIGN_CHARTFIELDS	COMBO_RULE	Combination Rule
DESIGN_CHARTFIELDS	COMBO_GROUP	Combination Group
DESIGN_CHARTFIELDS	COMBO_SEL_INQ	Review Combination Build
DESIGN_CHARTFIELDS	COMBO_INQ_SEL	Review Combination Selector Table Data
DESIGN_CHARTFIELDS	COMBO_INQ_BUDG	Review Budgets Combination Data
MANAGE_COMMITEMENT_CONTROL	KK_BUDGET	Commitment Control Budget Definition

See PeopleTools Document: Security Administration, "Setting up Digital Certificates and Single Signon"

See PeopleTools Document: PeopleTools Portal Technology, Configuring the Portal Environment, "Defining Portal Nodes"

See PeopleTools Document: PeopleTools Portal Technology, Configuring the Portal Environment, "Implementing Single Signon Functionality"

See PeopleTools Document: PeopleTools Portal Technology, Administering Portals, "Administering Content References"