PeopleSoft 5.2

Summary: This document provides basic information about the extension providing PeopleSoft support.

Extension ID

com.castsoftware.peoplesoft

What's new?

Please see PeopleSoft 5.2 - Release Notes for more information.

Description

This extension provides support for PeopleSoft.

Supported Versions of PeopleSoft

The qualification of the PeopleSoft application does not depend on the functional release of PeopleSoft (8.4, 9.0, 9.1, 9.2) nor on the functional module (CRM, HRMS, FSCM, Portal etc.). Indeed it depends only on the versions of PeopleTools used to develop the source code.
This extension provides support for the following PeopleTools versions:

PeopleTools version	Supported
8.45
8.46
8.47
8.48
8.49
8.50
8.51
8.52
8.53
8.54
8.55
8.56
8.57	likely*
8.58	likely*

PeopleTools versions above 8.48 that are listed in the table above are supported, but new functionalities or syntax introduced in these versions are not supported.
likely*: the PeopleTools repository tables (mostly PSxxx) have been very stable for many years, therefore the extractor will likely extract the objects and links as expected, and the rest of analysis will run fine. As soon as it is confirmed, a green tick will be added instead.

Function Point, Quality and Sizing support

This extension provides the following support:

Function Points (transactions): a green tick indicates that OMG Function Point counting and Transaction Risk Index are supported
Quality and Sizing: a green tick indicates that CAST can measure size and that a minimum set of Quality Rules exist

Function Points (transactions)
Quality and Sizing

Compatibility

CAST Imaging Core release	Supported
8.3.x

Supported DBMS servers for PeopleSoft applications

The extension supports PeopleSoft applications installed on the following DBMS:

DBMS	Supported
Oracle Server
DB2 UDB

Prerequisites

Item	Description
AIP Core	An installation of any compatible release of AIP Core (see table above). If you are using AIP Console to manage the analysis, you must use AIP Core ≥ 8.3.39.
AIP Console	If you would like to use AIP Console to manage the analysis, please ensure that you are using v. ≥ 1.27
Vanilla repository availability	Please ensure that the Vanilla repository is online and available before starting.
On PeopleSoft server hosting the Oracle/DB2 repository (for Vanilla and Project)	The server can be any OS, however Unix/Linux OS may require some .ksh script if you want to run the extractor on the server machine itself. The version of the Oracle/DB2 server must match a version supported by the JDBC driver embedded in the com.castsoftware.aip.extractor.sqldatabase (used to extract the SQL data). This is different and wider than the supported versions for a participating database.
On Workstation used for extraction (where the CAST Database Extractor / CAST Delivery Manager Tool is deployed)	Windows or Linux (Unix/Linux OS may require some additional .ksh scripts). JRE 1.7 (ideally 64 bit version to allow for a JVM large heap size). Minimum 1.2 GB RAM memory free, more if available. DMT/extractor location: Ideally, install the DMT/extractor on the RDBMS server (Oracle or DB2) itself. Alternatively on a machine with: very good bandwidth (1 GB/s) to the Oracle / DB2 server (some remote extractions fail due to poor VPN bandwidth) connectivity to the Oracle / DB2 server (required ports open) 4 GB free disk space (for temporary files before compression) 250 MB free disk space (to store the two extraction archives) included in above requirement. Download the standalone com.castsoftware.aip.extractor.sqldatabase to extract the SQL data.
On AIP Node used for analysis	Windows (uses AIP). 2 GB RAM memory free (for analysis/snapshot) Connectivity to the CAST Storage Service/PostgreSQL instance server hosting the application schemas (port open) 5-10 GB free disk space (to store the source code, once expanded by the Deploy phase) Disable anti-virus software. Check that no anti-virus is running on the workstation or disable real-time scan for the work folders (delivery & deploy folders + temp folders). Failure to do so will multiply the injection runtime.
Tables required to grant access to the PeopleSoft repository	The following database tables are accessed during the PeopleSoft extraction process: PEOPLESOFT_TABLES.txt.

FAQs

Please see Siebel and PeopleSoft - FAQs for more information.

Architecture and analysis principles

This section discusses the way CAST analyzes PeopleSoft projects and describes the specific metrics that form part of the standard CAST Quality Model.

The image below describes the entire process of computing quality assessments of PeopleSoft projects, from the extraction of the PeopleSoft source code and meta-data to the integration of the quality results into the CAST AIP dashboards.

Discrimination process

The purpose of the discrimination process is to identify differences between the standard installation (also called Vanilla) and the Project environment.

Click to enlarge:

In order to identify these modifications, we require the source code delivery for the Project and the Vanilla. To integrate them, we create two Analysis schemas:

Project Analysis schema: contains the results of the technical analysis of the current version of the PeopleSoft project
Vanilla Analysis schema: contains the results of the technical analysis of the baseline of a PeopleSoft implementation. This Analysis Service should not be undergo snapshot generation each time and for each project. It should instead undergo snapshot generation each time the Vanilla changes (patch, upgrade etc.). This Analysis schema can be used by multiple projects.

PeopleSoft technology coverage

The objects listed below are all the object types that a PeopleSoft analysis will deliver in the Analysis schema. With these objects, CAST is capable of supporting a set of quality rules to provide a customer with a good overview of the current technical status of a PeopleSoft application. It is not the intention of Cast to capture all details and syntaxes; a coupling between requirement and detection is made.

Click to enlarge:

PeopleSoft artifacts and their relations

The PeopleSoft extension is capable of detecting a large number of objects, properties and links. All of these artifacts are mentioned in the image above, but in essence, all PeopleSoft objects are supported:

User
Role
Permission List
Component Interface
Menu – We distinguish different types:
- Menu
- Popup
Component
Message Channel
Message Node
Message
Page – We distinguish different types:
- Page
- Sub
- Secondary
Application Engine – We distinguish different types:
- Standard
- Upgrade only
- Import only
- Daemon only
Transform only
Style Sheet
Record – We distinguish different types:
- Table
- View
- Derived
- Sub
- Dynamic
- Query
- Temp
SQL – We distinguish different types:
- View
- SQL
- AE step
DBField
Application Package
Peoplecode – We distinguish different types:
- Event
- Function
- Class
- Method
Field format
Mobile Page
HTML
Query
File Layout
Business Process
Activity
Process group
Job
Process

Download, installation, configuration and operating instructions

What results can you expect?

Objects

Icon	Description
	PeopleSoft Activity
	PeopleSoft ActivityEmail
	PeopleSoft ActivityEvent
	PeopleSoft ActivityReport
	PeopleSoft ActivitySchedule
	PeopleSoft ActivityStep
	PeopleSoft ActivityWorklist
	PeopleSoft Application Engine Action Call
	PeopleSoft Application Engine Action Message
	PeopleSoft Application Engine Action Peoplecode
	PeopleSoft Application Engine Action SQL
	PeopleSoft Application Engine Action XSLT
	PeopleSoft Application Engine Action Deamon Only
	PeopleSoft Application Engine Action Import Only
	PeopleSoft Application Engine Action Section
	PeopleSoft Application Engine Action Section Market
	PeopleSoft Application Engine Action Standard
	PeopleSoft Application Engine Action Step
	PeopleSoft Application Engine Action Transform Only
	PeopleSoft Application Engine Action Upgrade Only
	PeopleSoft Application Class
	PeopleSoft Application Class Execute
	PeopleSoft Application Method
	PeopleSoft Application Package
	PeopleSoft Permission Component Interface
	PeopleSoft Permission CI Method
	PeopleSoft Authentication CnhlMon
	PeopleSoft Authentication Cube PeopleSoft Authentication Item PeopleSoft Authentication Mobile Page PeopleSoft Authentication Option PeopleSoft Authentication Process PeopleSoft Authentication Queue Monitor PeopleSoft Authentication WebService
	PeopleSoft BusinessProcess
	PeopleSoft BusinessProcessItem
	PeopleSoft CompInterface Event
	PeopleSoft CI Property Level 0 Event PeopleSoft CI Property Level 1 Event PeopleSoft CI Property Level 2 Event
	PeopleSoft Component
	PeopleSoft Component Event
	PeopleSoft Component Interface
	PeopleSoft CI Collection Level 1 PeopleSoft CI Collection Level 2 PeopleSoft CI Collection Level 3
	PeopleSoft CI CreateKey
	PeopleSoft CI FindKey
	PeopleSoft CI GetKey
	PeopleSoft CI Property Level 0
	PeopleSoft CI Property Level 1 PeopleSoft CI Property Level 2 PeopleSoft CI Property Level 3
	PeopleSoft CI User Property Level 0
	PeopleSoft CI User Property Level 1 PeopleSoft CI User Property Level 2 PeopleSoft CI User Property Level 3
	PeopleSoft Component Item
	PeopleSoft Component Record
	PeopleSoft ComponentRecord Event
	PeopleSoft ComponentRecord Field
	PeopleSoft ComponentRecordField Event
	PeopleSoft DBField
	PeopleSoft Environment
	PeopleSoft Field Format
	PeopleSoft Field Label Item
	PeopleSoft Field XLAT Item
	PeopleSoft File Layout
	PeopleSoft HTML
	PeopleSoft Menu
	PeopleSoft Menu Bar
	PeopleSoft Menu Event
	PeopleSoft Menu Item
	PeopleSoft Menu Popup
	PeopleSoft Message
	PeopleSoft Message Catalog
	PeopleSoft Message Event
	PeopleSoft Message Node
	PeopleSoft Message Sent
	PeopleSoft Mobile Page
	PeopleSoft Message Channel
	PeopleSoft Message Subscription
	PeopleSoft Package
	PeopleSoft Page
	PeopleSoft SubPage
	PeopleSoft SecondaryPage
	PeopleSoft Page Event
	PeopleSoft Page Field0
	PeopleSoft Page Field1
	PeopleSoft Page Field2
	PeopleSoft Page Field3
	PeopleSoft Page Field Level1 PeopleSoft Page Field Level2 PeopleSoft Page Field Level3
	PeopleSoft PeopleCodeFunction
	PeopleSoft Permission List
	PeopleSoft Portal Content Reference
	PeopleSoft Portal Folder
	PeopleSoft Portal Registry
	PeopleSoft Process
	PeopleSoft ProcessGroup
	PeopleSoft ProcessJob PeopleSoft Query
	PeopleSoft RecordDerived
	PeopleSoft RecordDynamic
	PeopleSoft RecordFieldDB
	PeopleSoft RecordFieldEvent
	PeopleSoft RecordField
	PeopleSoft RecordIndex
	PeopleSoft RecordQuery
	PeopleSoft RecordSub
	PeopleSoft RecordTable
	PeopleSoft RecordTemp
	PeopleSoft RecordView
	PeopleSoft Role
	PeopleSoft SQL
	PeopleSoft StyleSheet
	PeopleSoft SubPackage
	PeopleSoft Subscription Event
	PeopleSoft URL
	PeopleSoft User

Structural Rules

The following structural rules are provided:

5.2.1	https://technologies.castsoftware.com/rules?sec=srs_peoplesoft&ref=\|\|5.2.1
5.2.0	https://technologies.castsoftware.com/rules?sec=srs_peoplesoft&ref=\|\|5.2.0

You can also find a global list here:

https://technologies.castsoftware.com/rules?sec=t_1600000&ref=||

Performance issues

A Peoplesoft analysis almost always takes longer then other technologies supported by CAST and is dependent on the fact that both the Vanilla, Project and the delta between them should be extracted and analyzed. Some tips listed below can help to improve total extraction and analysis time:

Ensure that the infrastructure on which the extraction and analysis takes place is of high quality using fast disks such as SSD or SCSI with ample free RAM.
For the extraction phase:
- consider skipping the database extraction if you do not need to see the result of quality rules run on these extractions - see PeopleSoft specific - Why do we need to extract also the Oracle or DB2 database (PL/SQL structure)? in Siebel and PeopleSoft - FAQs.
- ensure that the extraction is actioned on the server hosting the database itself - if a remote server is used, then network performance will impact the extraction time.
- the Peoplesoft schema (on Oracle or DB2) stats should be up to date:
  - If not up-to-date for Oracle, update it with the following SQL statement (requires some privileges : GRANT execute ON dbms_stats TO XXX);

Execute dbms_stats.gather_schema_stats(ownname => 'MY_PSOFT_SCHEMA', estimate_percent => dbms_stats.auto_sample_size, method_opt => 'for all columns size auto', cascade => true);

- - If not up-to-date for DB2, check if DB2 automatic runstats and DB2 real time statistics are enabled. If not, ask the DBA to run the following or similar:

 db2 reorgchk update statistics on table all

Known Limitations

The following section lists all known issues/limitations in this release of the extension.

Error when displaying source code in CAST dashboards

Most PeopleSoft objects don't have associated source code as they correspond to a configuration. In the CAST dashboards, an error will therefore be displayed when trying to display the object source code (example error message from the legacy CAST Engineering Dashboard):

No bookmarks are displayed for violations in source code in CAST dashboards

When using the CAST dashboards, no "bookmarks" will be displayed to indicate where violations occur in source code. This is a limitation of the extension.

Warnings in the analysis log

The following warnings may appear in the analysis log:

end of string ''' not found
end of string '[']' not found
File skipped

This is a limitation of the extension: when the end of a string pattern is not found inside an object's source code, an error is raised as the syntax is not understood. In the context of PeopleSoft, SQL objects can be created and configured to contain the sub-part of an SQL statement that can be re-used in other objects. As such these SQL statements may be incomplete which will cause the warnings described above to appear. To avoid these type of warnings, this partial SQL should not be analyzed individually, but rather in the context of where it has been included.