PeopleSoft - Launching And Monitoring Process And Reports



Launching Process
·         Steps of Submitting a Process
o   Select or Enter a RUN Control ID
§  Its an Identifier that when paired with the login User ID, uniquely identifies the runtime parameters for your process
o   Enter Runtime Parameters (If Any)
o   Select and Run Process


Launching Process Header Option’s
·         Server Name
o   Select the name of server on which you want the process to run.
·         Recurrence
o   Select the recurring time intervals for the process to run.For example, to run a process every weekday at 5:00 P.M., select the predefined recurrence definition M-F at 5pm.
·         Time Zone
o   Select the time zone in which the process will run. For example, you might be in Eastern Standard Time (EST) and schedule a process to run in Pacific Standard Time (PST).
·         Run Date
o   Select the date on which you want the process to run.
·         Run Time
o   Select the time at which you want the process to run.

Output Types
·         File
o   Writes the output to the file that you indicate in the Output Destination field.
·         Printer
o   You can enter a custom printer location in the Output Destination field if you have the appropriate security access. If the Output Destination field is left blank, the printer that is defined on the Process Profile Permissions page is used. If that printer is undefined, the default printer defined for the process scheduler is used.
·         Email
o   Sends the output through an email. To distribute a report to an email list, enter the appropriate information on the Distribution Detail page by clicking the Distribute To icon. By default, the output is sent through email to the person running the process. This option is available for SQR, PS/nVision, and Crystal reports.
·         Web
o   Sends all output of the process to the report repository, including log and trace files. The format of the report is specified by the format list.

Formats
·         Acrobat (*.pdf)
·         Crystal Reports (*.rpt)
·         Rich Text Files (*.rft)
·         Text Files (*.txt)
·         Comma Delimited (*.csv)
·         Excel (*.xls)
·         HTML (*.htm)
·         Word (*.doc)
o   Etc.

Process Status
·         Queued:  Status assigned to a new process request. The process request remains Queued until a PeopleSoft Process Scheduler Server picks up the new request.
·         Hold: Indicates that a user has requested the scheduling of a process request be put on hold.
·         Initiated: Indicates that a PeopleSoft Process Scheduler Server has acknowledged the new request. At this time, PeopleSoft Process Scheduler validates the parameters that are associated with this request and submits the command line to start the process.
·         Processing: Indicates that PeopleSoft Process Scheduler has successfully initiated the program. A status Processing indicates that the program is running.
·         Success Program has successfully completed
·         Error: Indicates that the program that is associated with the process request encountered an error while processing transactions within the program. In this case, delivered programs are coded to update the run status to Error before terminating.
·         No Success:   Indicates that the program encountered an error within the transaction. No Success is different from Error because the process is marked as restartable. (Application Engine is the only delivered process type that is restartable).
·         Posting:  Files have been generated and Distribution Agent is posting them to the repository
·         Not Posted:    Indicated Distribution Agent was not able to transfer the reports to Repository
·         Delete: A user has deleted a process request