Monday, September 10, 2012

PSOFT - Entity Relationship Diagrams for PS products


PeopleSoft ERD shows all the tables in the PeopleSoft database and the relationships between them. This information can be useful in identifying the relationships and dependencies between various components of the PS Application system and can help you understand the PS Application(HRMS/FSCM/CRM etc.) better.
For more information about ERDs, search for the document entitled “What is an ERD” on PeopleSoft Customer Connection

You can find the Data Models/ERDs at "1051533.1 - PeopleSoft Entity Relationship Diagrams" on oracle support (provided you have an account on Oracle Support)

At present following ERDs are available :

ELM:    9.2 Note: 1566244.1, 9.1 Note: 989317.1, 9.0 Note: 989318.1, 8.8 Note: 1050817.1
CS:      9.0/8.9 Note: 1053084.1
CRM:   9.1 Note: 986733.1, 9.0 Note: 978853.1, 8.9 Note: 981780.1
SCM/SRM:   9.2 Note: 1547384.1, 9.1  Note: 1074949.1, 9.0 Note: 975752.1,
                   8.9 Note: 981711.1, 8.8 Note: 989690.1
EPM:   9.1/9.0/8.9 Note: 985535.1
Portal: 9.1 Note:1061022.1, 8.9 Note: 988728.1


PeopleSoft offers ERDs for other products such as ELM, FMS, FSCM, CRM etc in direct PDF/web format which are easy to download & analyse.


HCM ERDs :
PeopleSoft provides ERDs for HCM as a change package/project which needs be to loaded into Database and then can be seen from Portal menu(PIA).

INSTALLATION : It takes between 45-60 mins.

Example : HCM 8.8 ERD installation

1. Use the Copy Project from Files function in PeopleSoft Application Designer
    to load the downloaded PRJ149571 project into your DEMO database.
    Specify the import directory path (example: C:\TEMP) that contains your update project.
[Local Directory]\UPD149571\PRJ149571
[Project]: PRJ149571

Built the record HC_TLS_ATTACH to create table PS_HC_TLS_ATTACH

2. run supplied dms to import UPD149571.DAT data

3. Perform below Steps in App Designer

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 “localhost” with your webserver name.
     Click on the “Next” button

 d. On the “Registration Wizard – Finish” dialog:
     Ensure that “Menu” and “Permission list” are the only ones checked on,
     in the “Add to Project” group. “Registry entry” must be unchecked.
     Click Finish

4.  Shutdown appserver, delete appserver and browser cache, startup appserver.

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

HR System Administrator
HR Technical/Admin

View ERDs under new menu "Data Models" at root level on PeopleSoft Portal (PIA).

The ERDs are static Read-Only format delivered in the form of PDF files. They are built based on the baseline version of the release, and are never updated until the next Service Pack or the next release. Hence they are based on Delivered data always.

ERDs are always better option compared to browsing every record definitions in App Designer for finding inter-relationship.

10 comments:

  1. Will this display the referential integrity that peoplesoft maintains through application code/logic (but is not defined at the database dictionary)?
    -MV

    ReplyDelete
  2. yes at Database level we can't see table constraints. but through HRMS ERDs(in PDF format) we can see table relationships through mentioned key fields.
    I have not checked thoroughly but other application ERDs such as (EPM, SCM etc) provide more detailed information in Web format.

    ReplyDelete
  3. Hi im sanjay peoplesoft consultant. I just browsing blogs there I found your blog is interesting.. thank for posting… keep on postingpeoplesoft-techical

    ReplyDelete
  4. This question is bit far from the topic. But could I know several online er diagram software you recommend?

    ReplyDelete
  5. Hello,
    I'm newbie to app designer. I'm able to follow all steps except step 2
    How do you perform "run supplied dms to import UPD149571.DAT data" in application designer?
    Thanks in advance

    ReplyDelete
  6. Hello,
    I was able to reproduce all steps except the second one

    How do you "run supplied dms to import UPD149571.DAT data" in application designer?

    ReplyDelete
  7. Hi Neeraj, I have an urgent question regarding ERD;

    How do I get all of the PDFs extracted without clicking on each menu option?
    Early response would be appreciated.

    ReplyDelete
  8. Hi Neeraj, I have an urgent question regarding ERD;
    How do I get all of the PDFs extracted without clicking on each menu option.
    Early response would be appreciated.

    ReplyDelete
  9. You can find some er diagram templates in creately diagram community. There are 1000s of templates and examples to get started right away!

    ReplyDelete