Managing PeopleSoft Metadata
The Adapter for PeopleSoft enables management of PeopleSoft
metadata. Processes exist that manage the accessibility of PeopleSoft
Records by maintaining the metadata catalog on the reporting server.
Before reports can be created or run, this metadata catalog must
contain information about the PeopleSoft Record Definitions.
You can perform the following tasks to accomplish this:
- Create synonyms for PeopleSoft Records.
- Remove synonyms.
- Update synonyms.
xAccessing the Adapter for PeopleSoft Administrator
To access the environment for administration, you must
have access to the Web Console and knowledge of the DBA.
x
Procedure: How to Access the Adapter for PeopleSoft Administrator
-
Open the Web Console.
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From Web Console menu bar, click Adapters.
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In the navigation pane, right-click PeopleSoft from
the list of configured adapters, and select Properties.
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Type the DBA password, and click Next.
xThe
PeopleSoft menu opens.
x
x
Creating synonyms for PeopleSoft is one
of the core functions of the PeopleSoft Administrator. The adapter
enables the administrator to choose which PeopleSoft records are
defined in the metadata catalog.
The adapter provides two methods to select PeopleSoft Records
to create synonyms:
- Create synonyms using a filtered search. A search template
option is provided to speed the process of searching for specific
PeopleSoft Records. This is a useful method of locating Record Definitions
when either the query tree location is not known or specific definitions
that meet a filter can be more readily accessed.
- Create synonyms using a query tree search. The query tree is
a hierarchical logical grouping of the PeopleSoft Record Definitions.
This method provides administrators familiar with this organizational
structure a way to quickly locate related record definitions. Many
sites create a combination query tree and access group definition specifically
to group their records for use in reporting.
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Procedure: How to Create Synonyms Using a Filtered Search
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In the PeopleSoft menu, select the connection you
want to manage from the Select Connection drop-down
list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
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Click Create under the Synonyms group.
xThe
Create Synonyms for Connection window opens.
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Click Select PeopleSoft Records by Record
Name and/or Description and type a Record name or description
to filter by in the respective fields, or leave the fields blank
to see a full list of Records.
Note:
x
- The Record Description
is case sensitive.
- If you do not use a filter, or your filtered results are very
large, the results may be truncated. Use a different filter to reduce
the returned results.
-
Click Next.
The Create Synonyms for Connection window opens.
-
Select the check box in the Create column
for all the Records you want to create a synonym for, or select All to
create a synonym for all available Records.
-
Optionally, change the synonym name in the Synonym name
column.
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Uncheck the Resynch Security File check
box if you have more synonyms to create during this session. Leave
it checked for the last Create Synonym run.
-
Click Create Synonym to process.
Processing may take a few minutes for each selected Record Definition.
x
Procedure: How to Create Synonyms Using a Query Tree Search
x
-
In the PeopleSoft menu, select the connection
you want to manage from the Select Connection drop-down
list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
-
Click Create under the Synonyms group.
The Create Synonyms for Connection window opens.
-
Click Select PeopleSoft Records by Query Tree/Access Group and
click Next.
xThe
Create Synonyms - Select Query Tree for Connection window opens.
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Select a Query Tree from the table by clicking the hyperlinked name.
xThe
Create Synonyms - Select Access Group for Connection window reflects
your selection.
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In the Create Synonyms - Select Access Group for Connection
window, click a hyperlinked name to drill down on an access group.
xThe
Create Synonyms for Connection window opens.
-
Select the check box in the Create column
for all the records you want to create a synonym for, or select All to
create a synonym for all available records.
-
Optionally, change the synonym name in the Synonym name
column.
-
Uncheck the Resynch Security File check
box if you have more synonyms to create during this session. Leave
it checked for the last Create Synonym run.
-
Click Create Synonym to process.
Processing may take a few minutes for each selected record definition.
x
You can remove previously created PeopleSoft synonyms
from the metadata catalog with the Remove Synonyms menu option.
x
Procedure: How to Remove Synonyms
-
In the PeopleSoft menu, select the connection you
want to manage from the Select Connection drop-down
list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
-
Click Remove under the Synonyms
group.
xThe
Remove Synonyms for Connection window opens.
-
Select the check box in the Remove column
for each synonym you want to remove, or select All to
remove all available synonyms.
-
Uncheck the Resynch Security File check
box if you have more synonyms to remove during this session. Leave
it checked for the last Remove Synonym run.
-
Click Remove Synonym.
x
You can re-synchronize your
metadata. This option:
- Queries the internal repository to determine which records
were installed for the selected PeopleSoft connection.
- Compares the version number in those records with the version
number in the PeopleSoft data source. If none of the records have
changed, a message appears.
If there are any records that have changed, they appear in the
Select Record(s) to Synchronize page.
x
Procedure: How to Re-synchronize Synonyms
-
In the PeopleSoft menu, select the connection you
want to manage from the Select Connection drop-down
list. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
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Click Re-Synch under the Synonyms group.
xThe
Synchronize Synonyms for Connection window opens.
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Select the check box in the Synchronize column for each
synonym you want to re-synchronize with PeopleSoft Record Definitions,
or select All to re-synchronize all listed
synonyms.
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Click Synchronize Synonym.
x
After creating a synonym, you may want to verify that
it is using the correct Record Definition. The Synonyms, View option
on the PeopleSoft menu provides an easy method for listing the existing
synonyms and viewing a sample data set from each.
x
You can selectively rename a synonym using the Synonyms, Edit option
on the PeopleSoft menu.
After renaming a synonym, you must update references in existing
reports from the old name to the new name using appropriate options
in your reporting tool.