Configuring PeopleSoft Forgotten password in the site

When first looked into PeopleBooks on how to implement the Fortgot Password functionality, it was very disappoing that the information provided is no where close to a successful implementation. After a deep struggle I was able to set this thing up, but if I look back I felt like “Oh! this is a piece of cake”

Basically you can set this thing in one of two ways.

1. Setup a separate PIA site for password retrieval.


2. Using the same site for password retrieval.

Here I’m giving you a step by step instructions to setup a separate PIA site. If you want to use the other type (option 2: using same site), you need to tweak it little bit.

Note: This was tested successfully on PeopleTools 8.45.17 . The procedure might be different for your tools version (may be not).

1. Shutdown your web server


2. Install a sepate PeopleSite by going to {PS_HOME}/setup/mpinternet/setup.xxx


3. Select the same JOLT port number which matches to your application server (Look into psappsrv.cfg or configuration.properties for the other PIA site)


4. Login to PeopleSoft 3-tier


5. Create a new permission list called “RECOVERPSWD“ by going to PeopleTools -> Security -> Permissions & Roles -> Permission Lists menu



 



6. Click on Pages tab and add MAINTAIN_SECURITY menu



 



7. Click on Edit Components and authorize the component EMAIL_PSWD by going to Edit Pages and Select All    


8. Click OK , OK and then click Component Interfaces tab of the same permission list, then add a component called USERMAINT_SELF and give Full Access to it by clicking the edit button.



 




 



9. Go to Web Libraries tab of the same permission list and add the WEBLIB_PORTAL and WEBLIB_PT_NAV web libraries and give the Full Access by clicking the Edit button for the libraries like in the previous step.



 



10. Create a new role called “Forgot Password“ by going to PeopleTools -> Security -> Permissions & Roles -> Roles menu and add the permission list “RECOVERPSWD” to it.


11. Now create a new user called FPSWD (or whatever you like) and remember the password. Click Id tab and select Id Type as None. On the roles tab add the role “Forgot Password“ role to the user.


12. Sign out and log back in with the new user id FPSWD to see if you are able to login.


13. Open a permission list, which have access to all your users (example: ALLPAGES) and on the General tab turn on the checkbox that says “Allow Password to be Emailed?” and save it.


14. Go to PeopleTools -> Security -> Password Configuration -> Forgotten Password Hint and create a new password hint or you can use one of the delivered hints.


15. Go to PeopleTools > Security > User Profile > Forgot My Password Email Text to add whatever comments you want returned on the email you are sending to users. You MUST also add <<%PASSWORD>> to the end.



 



16. Go to “My System Profile”. Make sure that the email address for this user, and any other user profile who will be using this functionality, is filled in and points to an account that you can use to retrieve email from.



 



17. While still in the “My Profile” click on the link “Change or set up forgotten password help”. Select the appropriate question to ask the user, then fill in the answer that will correctly answer the question. Note that this answer gets converted to all UPPERCASE. Make sure that you save the user profile. ALL Users will be required to set this up BEFORE they can use the Forgot Password link.


18. Use a text editor to edit the signin.html file in your web server directory that you installed PeopleSoft into (this should be the original site not the site that you just installed). The filename will most likely be something like {PS_HOME)/webserv/peoplesoft/applications/portal/web-inf/psftdocs/ps/signin.html or websphere/appserver/installedapps/peoplesoft/portal/web-inf/psftdocs/ps/signin.html



Find two lines that look like the following by searching for the string “pwd.







<input TYPE=”password” id=”pwd” name=”pwd” class=”PSEDITBOX”>




</td>






Insert a new line after the first one, so that you have something that looks like this:  






<BR><A HREF=” http://yoursite/psp/FSPRD/EMPLOYEE/ERP/c/


MAINTAIN_SECURITY.EMAIL_PSWD.GBL”>Forgot your password?</A></td>




 Note that the above address is just an example. You would need to find your own URL.


If you don’t know what is the url you need to add before MAINTAIN_SECURITY in the above string, navigate to PeopleTools–>Security–>User Profiles, and open any content reference in this menu. All the components referenced are in the MAINTAIN_SECURITY menu and therefore they have same url than EMAIL_PSWD.GBL. So copy/paste the URL before MAINTAIN_SECURITY to your link.


  


Now open your configuration.properties file from your web server psftdocs folder and add the following 3 lines and recycle the webs server.


bypasssignon=true


defaultuserid=FPSWD


defaultpwd = whatever password you used for this user id.       


Go to PeopleTools -> Web Profile -> Web Profile Configuration , search and select your web profile and under security tab select public access and enter user id and password that your created above.


Now go to the signon page. You should now see a hyperlink right below the password box that says, “Forgot your password?” Clicking on this link will take you to a page that allows you to input your user id. Type in the user id that you were logged in as when you did the “My Profile” stuff above.


Then you will be presented with the question that you setup for this user. Type in the correct answer and then you will get the password mailed to you. (Note that you need to setup SMTP settings in your application server configuration. Otherwise this functionality will not work)


Use the new password to logon.