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SFS - Peoplesoft Windows Client Installation Steps


The SFS Windows client is only used by DoIT developers, UWSA SFS support staff, and UW System wide nVision power users who create and execute nVision reports. You will need an SFS application account that has the UW_SEC_PSPASS_AUTH_ALLOWED role assigned to it. You will also need an account on the sfsclient.ad.doit.wisc.edu server before you can map to that server and install the client. If you do not have access, please contact your local SFS support person to start the approval process.

Firewall Note:

If your campus (contact your network support staff for this change) or your computer has a firewall, then...

  1. Please allow outgoing traffic to sfsclient.ad.doit.wisc.edu (144.92.69.142).
  2. If you are a NetID campus (UWMSN, UWEXT, UWSA) you will also need to allow outgoing traffic to a separate server related to NetID -- 128.104.1.207.

Uninstalling an old SFS PeopleSoft Client (optional)

For Oct/Nov 2009, you do not want to uninstall the current PT8.48 client as it will be used to access SFS prod until Nov. 8th, 2009. Please skip this section and install the PT8.49 client. You may return to this uninstall step after Nov. 8th to remove the PT8.48 client.

  1. To uninstall the SFS client, click on the following program... Start -> Program Files -> PeopleSoft SFS Client -> Uninstall Workstation . When the "Open File - Security Warning" window pops up, click "Run" to allow this remote program on the sfsclient.ad file server to execute.
  2. Click Yes on this dialog box to start the uninstall.

    Uninstall Dialog1

  3. Then click OK when the uninstall completes. You will notice that the "Peoplesoft SFS Client" folder is now gone from your Start menu.

    Uninstall Dialog2

  4. Repeat the above steps if you have another SFS Peoplesoft install and want to remove all access to SFS.

Mapping a drive to the SFSCLIENT.AD server.

  1. Instructions for mapping to Windows servers (to *.ad.doit.wisc.edu) can be found here:

    How to map drives to Windows servers in the AD domain

Installing the SFS PeopleSoft Client

  1. After you have mapped to the "\\sfsclient.ad.doit.wisc.edu\sfs " drive, click on the ClientInstall folder.

  2. For the PT8.48 client install, double-click on sfs_client_install.bat. If you already have the PT8.48 client, double-click on sfs_pt849_install.bat to install the PT8.49 client. Click Run on this dialog box to allow the client configuration to execute from the new SFSCLIENT server.

    Client Install

  3. After double-clicking the file, a dialog box similar to the following will appear.

    Client Install

  4. After the client install is finished, the following dialog box will appear.

    Client Install Complete

  5. The software will be available in Start -> Program Files -> PeopleSoft SFS Client.

  6. Repeat the above steps using sfs_pt849_install.bat if you haven't already done so. This installs the PT8.49 client used by SFQA. SFS prod will be upgraded on Nov. 8th, 2009 to this version. The PT8.49 client can be found at Start -> Program Files -> PeopleSoft SFS PT849 Client.

See Also:




Keywords: nVision install SFS client installation setup configure configuration shared financial system developer application designer peoplesoft datalossdisclaimerDoc ID: 4088
Owner: Dale L.Group: Help Desk
Created: 2005-10-20Updated: 2009-10-16

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