Defining Report Nodes

This section provides an overview of report distribution nodes and the transfer protocols available such as XCopy, FTP, FTPS, SFTP or HTTP and HTTPS.

The report distribution node defines how your reports are moved to the Report Repository, where you can view them from Report Manager. Reports are moved using XCopy, FTP, FTPS, SFTP or HTTP and HTTPS, depending on the type of server that you are using.

Before transferring the files to the Report Repository, determine which transfer protocol to use.

Setup

Transfer Protocol

Both PeopleSoft Process and Web server on Microsoft Windows.

Use XCopy, FTP/FTPS, SFTP or HTTP/HTTPS.

Note: For XCopy, the Report Repository directory must be a shared drive on the network.

PeopleSoft Process Scheduler on Microsoft Windows and a UNIX Web server.

Use FTP/FTPS,SFTP or HTTP/HTTPS.

Note: If you are using FTP/FTPS or SFTP, the corresponding daemon must be set up on the Web server.

Field or Control

Description

Node Name

Enter a name for the node. The node name must be unique and must begin with a character and may contain up to 30 characters.

Protocol

Specify the mode of transfer.

Validate

Click the Validate button after you have entered all the required information for the report node definition to check if the report node configurations are correct.

Note: The report node validation is independent of the running status of the Process Scheduler. It validates using the report node definition details in the database.

Note: While validating, a sample file gets created by PeopleTools and gets transferred through Report Node Definition properties. If the sample file does not get posted successfully, the validation will fail.

URL ID

Enter the URL of the Web server with this format:

http://<machine name>:<port number>/psreports/<PeopleSoft site name>

Replace <machine name> with the name of the machine.

Description

Enter a description of the node.

Operating System

Choose the operating system.

To access the Http Distribution Node page, select PeopleTools > Process Scheduler > Process Scheduler Report Nodes. From the Protocol list, select HTTP.

Note: You should use web server basic authentication when you configure the SchedulerTransfer servlet that is used by the report distribution system. Please see the install guide for details.

This example illustrates the fields and controls on the Report Node Definition — HTTP page. You can find definitions for the fields and controls later on this page.

Report Node Definition-HTTP page

Field or Control

Description

Login ID, Password, and Confirm Password

These are required only when the Web administrator has set up basic authentication on the Web server.

URI Host

Enter the machine name. If you are using PeopleSoft Process Scheduler for UNIX, you must enter either the fully qualified name (for example, ADHP04.example.com or the IP address.

Warning! If you specify the Auth Token Domain name during the PeopleSoft Pure Internet Architecture installation, you must include a fully qualified domain name on the URL Host instead of the IP address. Otherwise, the Distribution Agent will not pass authentication.

URI Port

Enter the port number. This value must match the port number of the Web server. The default is 80.

Note: If you change a port number, you lose the default value for the protocol.

URI Resource

Enter SchedulerTransfer/<PeopleSoft site name>.

Save

Click to save your entries. To add additional distribution nodes, click the Add button to return to the search page.

File Chunking

The Distribution Agent automatically breaks up a large file and sends it in multiple HTTP posts. For example, a 150 MB file can be sent in 10 × 15 MB, 15 × 10 MB, and so on.

To accommodate different hardware configurations (memory) and dissimilar Java Virtual Machine (JVM) tuning, two new parameters have been added to the PeopleSoft Process Scheduler section of the configuration file (prcs.cfg):

  • Chunking Threshold

  • File Chunk Size

These parameters enable clients to determine the most favorable configuration for their systems by trading off between the number of hits to the Web server when sending small chunks and memory usage due to sending large chunks.

Access the HTTPS distribution node page. Select HTTPS from the Protocol list.

This example illustrates the fields and controls on the Report Node Definition — HTTPS page. You can find definitions for the fields and controls later on this page.

Report Node Definition-HTTPS page

Field or Control

Description

Login ID, Password, and Confirm Password

These are required only when the Web administrator has set up basic authentication on the Web server.

URI Host

Enter the machine name. If you are using PeopleSoft Process Scheduler for UNIX , you must enter either the fully qualified name (for example, ADHP04.example.com or the IP address.

Warning! If you specify the Auth Token Domain name during the PeopleSoft Pure Internet Architecture installation, you must include a fully qualified domain name on the URL Host instead of the IP address. Otherwise, the Distribution Agent will not pass authentication.

URI Port

Enter the port number. This value must match the port number of the Web server. The defaults is 443.

Note: If you change a port number, you lose the default value for the protocol.

URI Resource

Enter SchedulerTransfer/<PeopleSoft site name>.

Save

Click to save your entries. To add additional distribution nodes, click the Add button to return to the search page.

To access the FTP distribution node page, select FTP from the Protocol List.

This example illustrates the fields and controls on the Report Node Definition—FTP page. You can find definitions for the fields and controls later on this page.

Report Node Definition-FTP page

Field or Control

Description

Home Directory

Enter the directory that is specified during the installation of PeopleSoft Pure Internet Architecture as the Report Repository.

Note: The FTP user ID must have write-access to this directory.

FTP Address

Enter the machine name or TCP/IP information for the Report Repository.

Login ID, and Password

Specify the FTP user ID and password.

SSL Mode

Specify the SSL mode. The SSL mode is Explicit for FTP mode of transfer and it cannot be changed. This can be changed for other modes like FTPS and SFTP.

(Optional) Connection Properties

Specify the connection property name and property value for FTP transfer. You must set the connection properties to configure the security modes such as, Active mode or Extended Passive mode of file transfer.

Password Encryption

Generate an encrypted password.

  1. In the Password field, enter a password

  2. In the Confirm Password field, enter the password again

  3. Click the Encrypt button.

    The encrypted password displays in the Encrypted Password field.

  4. From the Encrypted Password field, cut the encrypted password and paste it into the appropriate location.

To access the FTPS distribution node page, select FTPS from the Protocol List.

This example illustrates the fields and controls on the Report Node Definition — FTPS page. You can find definitions for the fields and controls later on this page.

Report Node Definition-FTPS page

Field or Control

Description

Home Directory

Enter the directory that is specified during the installation of PeopleSoft Pure Internet Architecture as the Report Repository.

FTP Address

Enter the machine name or TCP/IP information for the Report Repository.

Login ID, and Password

Specify the FTPS user ID and password.

SSL Mode

Specify the SSL mode.

(Optional) Connection Properties

Specify the connection property name and property value for FTPS transfer. You must set the connection properties to configure the security modes such as, Active mode or Extended Passive mode of file transfer.

Password Encryption

Generate an encrypted password.

  1. In the Password field, enter a password

  2. In the Confirm Password field, enter the password again

  3. Click the Encrypt button.

    The encrypted password displays in the Encrypted Password field.

  4. From the Encrypted Password field, cut the encrypted password and paste it into the appropriate location.

Access the SFTP distribution node page. Select SFTP from the Protocol list.

This example illustrates the fields and controls on the Report Node Definition — SFTP page. You can find definitions for the fields and controls later on this page.

Report Node Definition-SFTP page

Field or Control

Description

Login ID Password

Enter the SFTP log on credentials.

Home Directory

Enter the directory that is specified during the installation of PeopleSoft Pure Internet Architecture as the Report Repository.

Note: The FTP user ID must have write-access to this directory.

FTP Address

Enter the machine name.

(Optional) Connection Properties

Specify the connection property name and property value for SFTP transfer. You must set the connection properties to configure the security modes such as, Active mode or Extended Passive mode of file transfer.

You can also set the Certificate information,Keystore password, SSL usage level and Keystore path for this mode.

Access the XCOPY – Report Node Definition page. Select XCOPY from the Protocol list.

Select the XCOPY transfer mode when both the Process Scheduler and the Report Repository machines are on Windows.

This example illustrates the fields and controls on the Report Node Definition — XCOPY page. You can find definitions for the fields and controls later on this page.

Report Node Definition-XCOPY page

Field or Control

Description

Network Path

Enter the universal naming convention (UNC) path that points to the Report Repository, for example:

\\<machine name>\psreports

Report Distribution currently supports moving reports to FTP, FTPS, SFTP, HTTP, HTTPS repositories & XCOPY to a network share. A Report Node can be defined to work with these protocols only. PeopleSoft does not currently support configuring Report Node to work with a Cloud repository. So a regular HTTP/HTTPS Report Node has to be configured pointing to Oracle Content and Experience Cloud.

This example illustrates the fields and controls on the Report Node Definition — HTTPS page.

Report Node Definition page

To define a Report Node pointing to Oracle Content and Experience Cloud:

  1. Create a new HTTP/HTTPS Report Node. See Defining HTTP Distribution Nodes and Defining HTTPS Distribution Node.

  2. Populate the URLID field as you would do for any report node - <http(s)>://<hostname:port>/psreports/<sitename>.

  3. Enter the hostname of Cloud storage instance in URI Host field.

  4. Enter the port at which the Cloud storage server runs in the host machine.

  5. Enter documents in URI Resource.

  6. Set the following Cloud repository related properties:

Field or Control

Description

CLOUDPROVIDER

Set to Oracle Document Cloud, if the CLOUDREPOSITORY is Y.

CLOUDREPOSITORY

Set to Y if this is Cloud repository, otherwise set to N.

FOLDERPATH

Set the path in Cloud storage account to which the reports needs to be stored.

GENERATEACCESSKEY

Set to Y if you want to generate & access key for the Report URL that would be included in the email report distribution, otherwise set to N.

EMAILREPORTURLTYPE

Anyone Access - if you want the report URL sent in email distribution to be accessible to anyone on the web. Registered User Access - if you want the report URL sent in the email distribution to be accessible to only who have a valid account with the Oracle Cloud storage instance.

Note: This property can be overriden at process definition level via property EmailReportURLType.

PASSWORD

Encrypted password of the Cloud account.

USER

Set Cloud account username to which the reports needs to be stored.

CERTALIAS

(Certificate Alias) The Certificate Alias must be an alias name of a certificate stored in the database (using the PeopleTools Digital Certificates page).

Note: Currently, only PEM certificates are supported for FTPS.

SSLUSAGELEVEL

0 - No SSL: No SSL will be used.

1 - Try SSL: Try using SSL, but proceed as normal otherwise.

2 - Control: Require SSL for the control connection.

3 - SSL Only: (Default) Require SSL for all communication.

VERIFYHOST

0: Do not verify the server for hostname.

1: (Default) Checks for a match with the hostname in the URL with the common name or Subject Alternate field in the server certificate.

VERIFYPEER

False: Do not verify the peer.

True: (Default) Verify the peer by authenticating the certificate sent by the server.

You can use Oracle Cloud Infrastructure (OCI) Object Storage as a file repository for File Attachments and a report repository for Process Scheduler Report Distribution. To configure a Report Node to work with a OCI report repository, you must configure a regular HTTPS Report Node pointing to Oracle Cloud Infrastructure Object Storage service.

This process requires that you have an account for Oracle Cloud Infrastructure Object Storage service. You specify account related information in Connection Properties.

This example illustrates the fields and controls on the Report Node Definition page.

Report Node Definition page

To define a Report Node for Oracle Cloud Infrastructure Object Storage:

  1. Create a new HTTPS Report Node. See Defining HTTPS Distribution Node.

  2. Populate the URLID field as you would do for any report node - <http(s)>://<hostname:port>/psreports/<sitename>.

  3. Enter the hostname of Cloud storage instance in URI Host field.

  4. Enter the port at which the Cloud storage server runs in the host machine.

  5. Set the following Cloud repository related properties:

Field or Control

Description

BUCKETNAME

The name of the bucket. A logical container for storing objects. Users or systems create buckets as needed within a region. see Overview of Object Storage.

CLOUDPROVIDER

Set to OCI Object Storage, if the CLOUDREPOSITORY is Y.

CLOUDREPOSITORY

Set to Y if this is Cloud repository, otherwise set to N.

FINGERPRINT

Fingerprint for the key pair being used. To get the value, see Required Keys and OCIDs.

Example:

20:3b:97:13:55:1c:5b:0d:d3:37:d8:50:4e:c5:3a:34

KEYPASSPHRASE

Encrypted pass phrase for the API signing key pair.

NAMESPACENAME

The Object Storage namespace used for the request. A logical entity that serves as a top-level container for all buckets and objects, allowing you to control bucket naming within your tenancy. see Overview of Object Storage.

PRIVATEKEYPATH

The path to the private key file. The private key file must be in PEM format.

TENANCYOCID

OCID of your tenancy. To get the value, see Required Keys and OCIDs.

Example: ocid1.tenancy.oc1.aaaaaaaaba3xxxxxxxxxxxxxxxxxxxxxx

USEROCID

OCID of the user calling the API. To get the value, see Required Keys and OCIDs.

Example: ocid1.user.oc1.aaaaaaaa3xxxxxxxxxxxxxxxxxxxxxxxxx