Installing a PTF Client

A PTF client, which can be installed on an individual user’s machine, is the program that users run in order to create and run automated tests. PTF test assets are not saved to the client machine. Rather, they are saved to an application database environment configured to exchange information with the PTF client. A PTF client does not need to be, and usually is not, installed on the same machine that hosts the PeopleSoft application environment.

PTF client runs on Microsoft Windows operating systems that are certified for PeopleTools Client installation.

Note:

If the local host machine or the remote machine are on Windows 10, then make sure the Display settings of the system is set to 100%. You can set it from the Change the size of text, apps, and other items drop down options under Scale and Layout section.

To install a PTF client, you need to complete the following tasks:

  1. Verify requirements. See Verifying Requirements.

  2. Configure browser settings. See Configuring Browser Settings.

  3. Install the PTF client software. See Installing the PTF Client Software.

  4. Create a connection to a PTF environment. See Creating a Connection to a PTF Environment.

  5. Select a PTF environment. See Selecting a PTF Environment.

  6. Configure local options. See Configuring Local Options.