Managing Connections to PeopleSoft

In this section:

Multiple connections to PeopleSoft data sources are possible from within one server configuration. However, depending on your reporting requirements, it may be optimal to create separate configurations for each data source.

Creating multiple connections using the same server configuration is a good option under the following circumstances:

Create separate configurations instead of using multiple connections in these situations:

The remaining instructions in this topic assume a single configuration directory structure for one or more data source connections.


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Updating a PeopleSoft Connection

How to:

Reference:

If it becomes necessary to update the connection parameters to a PeopleSoft data source, you can use Administration options to perform the following functions:



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Procedure: How to Edit a PeopleSoft Connection
  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 Connections under the Administration group.

    The Administration - Maintain Connections window opens.

  3. Select Update Existing.
  4. Select a connection from the Select PeopleSoft Connection drop-down list.
  5. Click Next.

    The Administration - Update a PeopleSoft Connection window opens. For details, see Administration - Create a New PeopleSoft Connection Window.

  6. Make the modifications you wish, and click Continue.
  7. On the next screen, click Next.


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Reference: Updating Connections

When you change the Specify Security Access By setting, you must re-synchronize security before changes will take effect. We suggest that you remove all currently configured users before you make this change, and re-add them after security settings have been modified.

As when you modify authentication information, you must be careful to manage changes to data source connectivity correctly. Always modify your settings in the PeopleSoft Connection first, then change them at the data source. Where possible, keep both access options in place during a configuration conversion process until tests have verified a successful switch.


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Adding a PeopleSoft Connection

How to:

After you add your first connection, you can specify additional PeopleSoft connections. Note that during this process, you are not prompted for the DBA information prior to managing metadata and connection information since all additional PeopleSoft data sources must use the same DBA in order for base metadata to function properly.



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Procedure: How to Add a PeopleSoft Data Source Instance
  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 Connections under the Administration group.

    The Administration - Maintain Connections window opens.

  3. Select Add New.

    Note: If there are currently no connections, Add will be the only option.

  4. Click Next.

    The Administration - Create a New PeopleSoft Connection window opens. For details, see Administration - Create a New PeopleSoft Connection Window.

  5. Type the necessary information and click Configure.
  6. On the next screen, click Next.

When processing finishes, you can manage your synonyms and security for this connection.


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Removing a PeopleSoft Connection

How to:

The integration with PeopleSoft depends on valid connection information. If a previously created connection is no longer required, you should remove that connection.



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Procedure: How to Remove a PeopleSoft Connection
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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 Connections under the Administration group.

    The Administration - Maintain Connections window opens.

  3. Select a connection from the Select Connection drop-down list.
  4. Select Remove Existing.
  5. Click Next.

    The Administration - Remove a PeopleSoft Connection window opens.

    You are prompted to confirm. After confirmation, the system removes the selected PeopleSoft Connection and all of its associated metadata.


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