Tuesday, April 7, 2015

PeopleSoft Entity Relationship Diagrams



APPLIES TO:
PeopleSoft Enterprise FIN General Ledger - Version 8.8 and later
PeopleSoft Enterprise PRTL Interaction Hub - Version 8.9 and later
PeopleSoft Enterprise SCM Purchasing - Version 8.8 and later
PeopleSoft Enterprise CRM Helpdesk - Version 8.9 and later
PeopleSoft Enterprise EPM Campus Solutions Warehouse - Version 9 and later
Information in this document applies to any platform.




Entity Relationship Diagrams:
PeopleSoft Enterprise uses entity-relationship models in the design of the various applications. Entity relations diagrams (ERD's) capture the relationships between, details of, and constraints imposed on the data defined in these models. ERD's provide a visual representation of the database scheme to aid customers in the understanding and customization to the PeopleSoft Enterprise application.

ERDs are available for:           
CS:      9.0/8.9 Note: 1053084.1
EPM:  9.1/9.0/8.9 Note: 985535.1
Portal:  9.1 Note:1061022.1, 8.9 Note: 988728.1


USE:
PeopleSoft ERD shows the relationships between all the tables in the PeopleSoft database. There is a visual representation of the schema for the parts of the database and how the tables relate to one another, which fields are within each table and what are the keys. 
This information is useful in identifying the relationships and dependencies between various components of the PeopleSoft Application and can help in understanding the PS Applications (HRMS/FSCM/CRM etc.) better.
 

Downloading the Change Package:
Select the Doc id which is related to your application version:
Download the Change Package.

Installation of Data Model:
Login to the Application Designer for the environment which you are implementing the Data Model’s:
1. Use the Copy Project from Files function in PeopleSoft Application Designer to load the                                                                          downloaded PRJ813773 project into your DEMO database.
    Copy the project from file.  
    Built the record HC_TLS_ATTACH to create table PS_HC_TLS_ATTACH
2. Copy upd813773.DAT file to <PS_HOME>\Data directory.
3. Copy upd813773.DMS script to <PS_HOME>\Scripts directory.
4. Run upd813773.DMS through data mover to upload data for table PS_HC_TLS_ATTACH.
5. Follow the instructions below to grant access to the component HC_TLS_ERD_VIEW.
 

 A. File, Open, Component HC_TLS_ERD_VIEW in the Application Designer
        Tools, Register Component…
        On the “Registration Wizard Start” dialog:
        Check “Add this component to a menu”
        Uncheck “Add this component to a portal registry”
        Check “Add this component to a permission list”
        Click on the “Next” button
 B. On the “Registration Wizard – Add to Menu and Bar” dialog:
      Click on Select and select SETUP_HRMS menu
      Select SYSTEM from the dropdown list for Bar Name
       Click on the “Next” button
C.  On the “Registration Wizard – Add to Permission List” dialog:
     Click on Select and select HCCPHR9100 Permission List
     Check the checkboxes for “Add”, “Update/Display”, “Update/Display All” and “Correction”     actions
     In the “Open” URI Base, replace the word “local host” with your web server name.
     Click on the “Next” button
D. On the “Registration Wizard – Finish” dialog:
     Ensure that “Menu” and “Permission list” is the only ones checked on,
     In the “Add to Project” group. “Registry entry” must be unchecked.
     Click Finish
6.  Shutdown Application Server, delete Application Server and browser cache and startup Application Server.
Note: To be able to see ERDs under "Data models" you need to be either PSADMIN/Super User     or need to have any one of these roles assigned to you.



7. Login to PIA and click on the Data Model’s


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