DataMigrator/Reporting Server > Using the Adapter for PeopleSoft > Managing PeopleSoft Metadata

Managing PeopleSoft Metadata

Topics:

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:

Note: Only one administrator can access the adapter at any given time.

Accessing the Adapter for PeopleSoft Administrator

How to:

To access the environment for administration, you must have access to the Web Console and knowledge of the DBA.

Procedure: How to Access the Adapter for PeopleSoft Administrator

  1. Open the Web Console.
  2. From Web Console menu bar, click Adapters.
  3. In the navigation pane, right-click PeopleSoft from the list of configured adapters, and select Properties.

    At this point, the system will check to see if any other administrator is actively using the adapter. If so, the following screen will be displayed.

    If there is no other legitimate administrator session, click the Override button. Otherwise, click the Logoff button to end your adapter session. If you select to override the other session, that session will now become invalid.

  4. Type the DBA password, and click Next.

    xThe PeopleSoft menu opens.

Creating Synonyms

How to:

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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.

Procedure: How to Create Synonyms Using a Filtered Search

  1. 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.
  2. Click Create under the Synonyms group.

    xThe Create Synonyms for Connection window opens.

  3. 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:

    • 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.
  4. Click Next.

    The Create Synonyms for Connection window opens.

  5. Select the check box in the Create column for all the Records you want to create a synonym for, or select All to check all available Records.
  6. Optionally, change the synonym name in the Synonym name column.
  7. 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.
  8. Click Create Synonym to process. Processing may take a few minutes for each selected Record Definition.

Procedure: How to Create Synonyms Using a Query Tree Search

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  1. 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.
  2. Click Create under the Synonyms group. The Create Synonyms for Connection window opens.
  3. Click Select PeopleSoft Records by Query Tree/Access Group and click Next.

    xThe Create Synonyms - Select Query Tree for Connection window opens.

  4. Select a Query Tree from the table by clicking the hyperlinked name.

    xThe Create Synonyms - Select Access Group for Connection window reflects your selection.

  5. 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.

  6. Select the check box in the Create column for all the records you want to create a synonym for, or select All to check all available records.
  7. Optionally, change the synonym name in the Synonym name column.
  8. 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.
  9. Click Create Synonym to process. Processing may take a few minutes for each selected record definition.

Removing Synonyms

How to:

You can remove previously created PeopleSoft synonyms from the metadata catalog with the Remove Synonyms menu option.

Procedure: How to Remove Synonyms

  1. 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.
  2. Click Remove under the Synonyms group.

    xThe Remove Synonyms for Connection window opens.

  3. Select the check box in the Remove column for each synonym you want to remove, or select All to check all available synonyms.
  4. 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.
  5. Click Remove Synonym.

Updating Synonyms

How to:

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.

Procedure: How to Re-synchronize Synonyms

  1. 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.
  2. Click Re-Synch under the Synonyms group.

    xThe Synchronize Synonyms for Connection window opens.

  3. Select the check box in the Synchronize column for each synonym you want to re-synchronize with PeopleSoft Record Definitions, or select All to check all listed synonyms.
  4. Click Synchronize Synonym.

Refreshing Synonyms

How to:

After creating your synonyms, you may need to fresh them at some point.

Procedure: How to Refresh a Synonym

  1. From the PeopleSoft menu, select the connection you want to manage from the Select Connection drop-down menu. For details on accessing the PeopleSoft menu, see Accessing the Adapter for PeopleSoft Administrator.
  2. Click Refresh under the Synonyms group.

    The Refresh Synonyms for Connection window opens.

  3. Select the synonyms you want to fresh under the Refresh column, or select the All option.
  4. Deselect the Resynch Security File check box if you have more synonym administration to do during this session. Leave it checked for the last synonym administration task.
  5. Click Fresh Synonym.

Viewing Sample Data

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.

Renaming a Synonym

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.

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