Configuring Report Manager - List/Explorer

Here I'll try to describe an approach to setup Report Manager - List/Explorer in PeopleTools 8.48. This is not a compherensive explaination... It, however, may help you understand basic approach.

Report Manager is a utility in PeopleSoft to view Reports from a different place than Process Monitor. Navigation: Reporting Tools -> Report Manager. It has fours pages: List, Explorer, Administration and Archives.

PSDSTSRV generates a message after a process gets posted in process monitor in order to display reports in Report Manager - List and Explorer page. Hence Integration Broker setup needs to be done and PUB/SUB App Server Processes required to be up and running. Here are the configuration steps:

- Navigate to PeopleTools -> Integration Broker -> Integration Setup -> Service Operations

- IB needs to be configured for four services

• PSRF_FOLDER_CREATE
• PSRF_REPORT_CREATE
• PSRF_REPORT_DATE_CHANGE
• PSRF_REPORT_DELETE

- Open Service Operation PSRF_FOLDER_CREATE and make it active in General tab.

- In Handlers tab add a handler and make it Active. Handler name might differ from the screenshots's name but the Application Class definitons must match. Package name is same as the service operation name.

- In Routings tab, add a routing definition and make it active. Not sure, but I think only one routing definition must be active at a time... Sender and Receiver node are the local nodes - in my case it is PSFT_HR... to confirm your local node, go to PeopleTools -> Integration Broker -> Integration Setup -> Nodes and search for node...

- Repeat the above activity for rest of the services PSRF_REPORT_CREATE, PSRF_REPORT_DATE_CHANGE, and PSRF_REPORT_DELETE also. Configuration is almost similar e.g., make the service active in general tab, Add a new handler and make it active (class id would differ for all) in handler tab, Add a new Routing Name and make it active in Routings tab.

You might want to navigate PeopleTools -> Integration Broker -> Integration Setup -> Routings / Services to check your routings or Services definition and status.

Here completes IB configuration from PIA. A prior understanding of IB setup would help troubleshooting or any kind of configuraiton understanding in case something looks missing here.

Next step is to start the PUB/SUB App Server Processes... Once these server processes are up and running, reports would get displayed in Report manager - List/Explorer page.

Of course, basic IB setup is pre-requisite for the above activity to work. This includes Gateway configuration (PeopleTools -> Integration Broker -> Configuration -> Gateway), Gateway Setup Properties (PeopleTools -> Integration Broker -> Configuration -> Gateway -> Gateway Setup Properties), Quick Configuration (PeopleTools -> Integration Broker -> Configuration -> Quick Configuration) where you need to Gateway URLs and IB domains are active.

*** queries are always welcome.