Adding a Process Definition



  1. Begin by navigating to the Process Definition search page.


    Click the PeopleTools link.

    Step 1
  2. Click the Process Scheduler link.

    Step 2
  3. Click the Processes link.

    Step 3
  4. Click the Add a New Value tab.

    Step 4
  5. Use the Process Type field to select the process type for your new definition.


    Enter the desired information into the Process Type field. Enter

     a valid value
     "SQR Report"

    Step 5
  6. The Process Name must match the file name of the process that you are defining. For example, if you are defining an SQR report named MYSQR.SQR, you must define the process name as MYSQR.


    Click in the Process Name field.

    Step 6
  7. In this example, the SQR report TSTXRF has been created and resides in the SQR directory. The Process Name field must match the SQR name.


    Enter the desired information into the Process Name field. Enter

     a valid value

    Step 7
  8. Click the Add button.

    Step 8
  9. Use the Process Definition page to add new process definitions, or update existing ones.

    Step 9
  10. By default the description name will be the process name. Change the Description field to a name that users will associate with this process.

    Step 10
  11. In this example, the report is a test windows cross reference report.


    Enter the desired information into the Description field. Enter

     a valid value
     "Test Windows Cross Ref"

    Step 11
  12. In the Priority field, select High, Medium, or Low to define the relative priority that is used by the PeopleSoft Process Scheduler Agent to determine which process to initiate first if multiple processes are queued to run on a server.

    Step 12
  13. Use the Process Category field to specify the process category for this process.


    A Default category is delivered with your system. If this is the only category available, all process definitions are automatically assigned to this category. If additional process categories are created, this field value is blank when you add a new process.


    Click the Look up Process Category button.

    Step 13
  14. For this process, you will use the Default category.


    Click an entry in the Process Category column.

    Step 14
  15. For System Constraints to be evaluated, you must configure the system with a master scheduler. In the absence of a master scheduler, the system ignores settings for the Max Concurrent and Max Processing Time fields.

    Step 15
  16. Use the Mutually Exclusive Process(es) section to identify all the processes that must not run at the same time as this process.


    Processes failing this constraint appear on the Process Monitor with a run status of Blocked. When mutually exclusive processes finish, blocked processes are released and queued.

    Step 16
  17. Click the Process Definition Options tab.

    Step 17
  18. Use the Process Definition Options page to specify that a process runs from a specific location, server, component, or process group. Also specify system recovery processes and file dependency information.

    Step 18
  19. Enter a value in the Server Name field only to restrict this particular process to this server definition (or if you have only one server platform for submitting your requests).


    Leave the Server Name field blank to have the process requested for the first server or default operating system that can process requests for the specified process class. This functionality enables you to balance the load between multiple process servers because your request is initiated by the first available server on the default operating system.

    Step 19
  20. In the Process Security-Components section specify the components where this process can be launched.


    Adding a component to a process definition causes that process definition to appear on the Process Scheduler Request page when you select File, Run in that component, if you have security to run the process.


    Click in the Component field.

    Step 20
  21. The component for the System Process Request page is PRCSMULTI.


    Enter the desired information into the Component field. Enter

     a valid value

    Step 21
  22. In the Process Security-Process Groups section, specify the process groups that have authority to run this process.


    A process definition can be a member of multiple process groups.


    Process groups are assigned to security profiles in PeopleSoft Security Administrator, which enables you to specify the process requests that classes of users can run.


    Click in the Process Groups field.

    Step 22
  23. You can select an existing Process Group or add a new group by typing the new group name. In this example, you will use an existing group TLSALL.


    Enter the desired information into the Process Group field. Enter

     a valid value

    Step 23
  24. Click the Override Options tab.

    Step 24
  25. Use the Override Options page to modify values that are passed to the process.

    Step 25
  26. Click the Parameter List list.

    Step 26
  27. Select a value if you have custom values to send through the parameter list, command line, or working directory:


    Append: Adds custom parameters to the end of the PeopleSoft string.


    Override: Sends custom parameters in place of the PeopleSoft defaults.


    Prepend: Adds custom parameters to the front of the PeopleSoft string.


    In this example, you will not override the options.


    Click the None list item.

    Step 27
  28. Click the Destination tab.

    Step 28
  29. The Output Destinations Options are enforced for users whose user process profiles do not allow them to override the output destination. If a user is allowed to override it, the user-run control destination is used in the process request.

    Step 29
  30. By default, the type field uses the system setting for the process type. Use the Type field to override the output type for this process.


    Click the Type list.

    Step 30
  31. The valid output types will be listed:


    None: Uses the user run control values.


    Any: User can specify any valid option.


    Default: Applicable to PS/nVision only.


    Depending on the type of process, other selections include Email, File, Printer, Window, and Web.


    Click the Web list item.

    Step 31
  32. By default, the Format field uses the system setting for the process type. Use the Format field to override the value that is specified in the System Settings-Process Output Format page.


    Click the Format list.

    Step 32
  33. Click the HTML Documents (*.htm) list item.

    Step 33
  34. Use the Folder Name field to select the folder in which the report will be displayed in the Explorer and List tables of the Report Manager.


    Click the Folder Name list.

    Step 34
  35. Click the UPK Training list item.

    Step 35
  36. Click the Show following tabs button.

    Step 36
  37. Click the Notification tab.

    Step 37
  38. Use the Notification page to send messages to a group (using a role ID) or individuals (using a user ID) when a specific activity occurs with the process, such as an error, warning, or successful completion of the process.

    Step 38
  39. Click the Message tab.

    Step 39
  40. Use the Message page to specify the messages that are sent when the Notification feature is used. You can specify messages for successful completion and errors.

    Step 40
  41. Click the OS390 Option tab.

    Step 41
  42. Use the OS390 Option page to enter additional meta-string parameters for the process definition.

    Step 42
  43. Click the URL Links tab.

    Step 43
  44. Use the URL Links page to associate multiple URLs with a process definition. The links appear on the Report Detail page, which is accessible from the Process Monitor and the Report Manager.

    Step 44
  45. Click the Save button.

    Step 45
  46. Once the process is defined, you can run the process by navigating to the component defined for the process. In this example, the component was PRCSMULTI which is the System Process Request page.


    Click the System Process Requests link.

    Step 46
  47. Select a Run Control ID or add a new run control.


    Enter the desired information into the begins with field. Enter

     a valid value

    Step 47
  48. Click the Search button.

    Step 48
  49. Click the Run button to access the Process Scheduler Request page.


    Click the Run button.

    Step 49
  50. Use the Process Scheduler Request page to run your process.

    Step 50
  51. The new process TSTXFR will be in the Process List, use the scrollbar to find the process.


    Click the vertical scrollbar.

    Step 51
  52. The process definition TSTXRF is listed on the Sample Process Request page.


    Since the process definition contained overrides for the process type and output format, the user can not change the values at runtime.

    Step 52
  53. Select the new process Test Windows Cross Ref.


    Click the Select option.

    Step 53
  54. Click the OK button.

    Step 54
  55. Click the Report Manager link.

    Step 55
  56. Use the Administration page to view the report.


    Click the Administration tab.

    Step 56
  57. Select the report description to display.


    Click an entry in the Description column.

    Step 57

You have completed the Adding a Process Definition procedure.

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