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    Forgot Password Link Setup Guide P a g e | 1

    Forgot Password Link Setup Guide

    DocumentTitle:

    Forgot Password Link Setup Guide

    Author: Tino Simon, PeopleSoft Consultant, Oracle

    FileReference:

    Forgot_My_Password.doc

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    Disclaimer: MyTechSpeak contains code snippets andexamples that may require modifications to deliveredPeopleSoft objects. Before modifying delivered code, make

    sure your development team approves of your modification.Likewise, ensure that you have properly documented yourmodification according to your organization's best practices.You and your organization will be responsible formaintaining your modifications through patches andupgrades.

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    Table of ContentsOverview ......................................................................................................................................................... 4Security Configuration....................................................................................................................................... 5

    1.1 Create New Permission List........................................................................................................................................ 51.1.1 Pages Tab ........................................................................................................................................................... 51.1.2 Component Interface Tab................................................................................................................................. 51.1.3 Web Libraries Tab.............................................................................................................................................. 5

    1.2 Create New Role.......................................................................................................................................................... 61.3 Create New User.......................................................................................................................................................... 61.4 Allow Password to be Emailed ................................................................................................................................... 7

    Section 2: Configure the Web Profile for the Public Access ID ............................................................................... 8

    2.1 Create Web Profile ...................................................................................................................................................... 82.2 Configuring the Web Profile ....................................................................................................................................... 8

    2.2.1 On the General tab:........................................................................................................................................... 92.2.2 On the Security tab ......................................................................................................................................... 102.2.3 On the Cookie Rules tab ................................................................................................................................. 102.2.4 On the Debugging tab..................................................................................................................................... 112.2.5 On the Look and Feel tab ............................................................................................................................... 112.2.6 Click Save.......................................................................................................................................................... 11

    2.3 Create the PIA Instance ........................................................................................................................................... 11Section 3: Set up the Link............................................................................................................................... 11

    3.1 Edit signin.html .......................................................................................................................................................... 11Section 4: Other Settings ................................................................................................................................ 12

    4.1 System Configuration................................................................................................................................................ 124.1.1 Password Hint .................................................................................................................................................. 124.1.2 Password Email Text ....................................................................................................................................... 13

    4.2 User Settings .............................................................................................................................................................. 134.2.1 Email settings ................................................................................................................................................... 134.2.2 Password Help.................................................................................................................................................. 13

    Section 5: Login Validation .............................................................................................................................. 14

    5.1 Validate Forgot Your Password Link.................................................................................................................... 14

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    Overview

    This document will provide instructions on adding a Forgot Password link to the PeopleSoft sign-in page.

    The following outlines an overview of the setup procedures. Detailed information is provided in the following

    sections. To set up a forgotten password site:

    1. Configure security for the Public Access ID.2. Set up a separate PIA site on your web server.3. Set up a direct connection to the site, as in a link that leads right to it.4. Clone the delivered PROD production web profile as PWD and within this profile, enable public

    access and specify a public user ID and password for automatic authentication.

    5. This direct user should have limited access, as in only to the Email New Password component.Users go directly to it, and get a new password mailed.

    6. Place a link to the forgotten password site, within the public portion of the PeopleSoft portal, oron another public website.

    The following steps below will help you in the actual setup of the permission list, role, and user that is usedin this forgotten password process.

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    Security Configuration

    1.1 Create New Permission ListNavigation: PeopleTools Permissions & Roles Permission Lists

    Create a permission list called 1. "WX_MAILPSWD".

    1.1.1 Pages TabOn the Pages tab of this Permission List you will need to authorize the component calledEMAIL_PSWD. This is done by adding the Menu named MAINTAIN_SECURITY and hit editcomponent. Find the component called EMAIL_PSWD with the description Forgot My Password. Editthe pages and select all.

    1.1.2 Component Interface TabNow go to the Component Interface tab of this same Permission List, add and give full access to theUSERMAINT_SELF component.

    1.1.3 Web Libraries TabNow go to the Web Libraries tab of this same Permission List and add the WEBLIB_PORTAL and

    WEBLIB_PT_NAV web libraries. Then click edit and give FULL access to ALL iscripts on both weblibraries.

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    Click Save.

    1.2 Create New RoleNavigation: PeopleTools Security Roles

    Create a Role called WX_FORGOT_PASSWORD". This role will have only 1 permission list, theMAILPSWD permission list you just created. Add this Permission List and save.

    1.3 Create New UserNavigation: PeopleTools Security User Profiles

    Create a new User called "FORGOTPASSWORD". Create a password for this user. The User ID Typefor this user should be none and on the roles tab you will want to add the role you just created called" WX_FORGOT_PASSWORD ".

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    Now sign out and test signing on as this FORGOTPASSWORD user and see if you can logon.

    Note: There is no CREF for Forgot Password, therefore you have to access it directly via theURL

    1.4 Allow Password to be EmailedNavigation: PeopleTools Security Permission Lists WX_MAILPSWD

    On the General tab, turn on the checkbox that says Allow Password to be Emailed and save.

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    Section 2: Configure the Web Profile for the Public Access ID2.1 Create Web Profile

    Navigation: PeopleTools Web Profile Copy Web Profile.

    Select the PROD web profile to copy from.

    In the TO box, enter PWD.

    Click Save.

    2.2 Configuring the Web ProfileThe PWD profile name will appear. This web profile needs to be adjusted so that it doesnt allowsingle signon, it automatically signs in with the FORGOTPASSWORD user, and that on signout itredirects back to the primary web site sign-in page.

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    2.2.1 On the General tab:1. Change description to Forgot Password2. Blank out Authentication Domain.3. Uncheck Enable New Window4. Blank out the help URL5. Uncheck Enable Report Repository

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    2.2.2 On the Security tab1. Change Days to Auto Fill User ID to 0.

    2. Check Allow Public Access. Enter the Username and Password for the Forgot Password user thatyou created earlier.

    3. Blank out XML Link information

    2.2.3 On the Cookie Rules tab1. On the first row that has *AuthTokenDomain entered in Cookies Passed to Server, check DeleteCookie on Logout.

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    2.2.4 On the Debugging tab1. Uncheck everything except for Write Dump File. Leave this checked.

    2.2.5 On the Look and Feel tab1. Change Logout page to signout_wx.html, signin.wml. Well create a signout_wx.html page in alater step that will redirect the user back to the primary web site when they click Sign Out

    2.2.6 Click Save

    2.3 Create the PIA InstanceNeed to set up a new site for Forgotten Passwords. This involves a new PIA installation with its ownweb profile that allows anonymous access so users can access the "Forgot Password" pages.The website name should be _pwd.

    Section 3: Set up the Link3.1 Edit signin.html

    You will need to add a link to the signin.html page for the instance. The link is usually found directlyunderneath the password box:

    Use HTML editor (Notepad can also be used) to edit the signin.html file in the web server directory.

    Note: Take a backup of the file before editing.

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    You'll find two lines that look like the following (hint: search for the string "submit")

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


    Forgot your password?

    NOTE: This is just an example

    This code will need to be edited to fit your environment. Specifically, you will replace:

    https://ent91jdicdemo.oracleoutsourcing.com/psp/VJDI1P with the URL for the instance.

    Section 4: Other Settings4.1 System Configuration

    4.1.1 Password HintNavigation: PeopleTools Security Password Configuration Forgotten Password Hint

    Add a new password hint (note the ID doesn't matter - just use 01, 02, etc.). Pick some question thatwill have a fairly short answer, such as "What is your pet's name?

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    4.1.2 Password Email TextNavigation: PeopleTools Security Password Configuration Forgotten Password

    Email Text

    Create email text for forgotten passwords. This is generic e-mail text that will be sent along with theirpassword. We must include the exact string in the email text. This will bereplaced with the new randomly generated password.

    4.2 User Settings4.2.1 Email settingsNavigation: Main Menu My System Profile

    Each user must have a valid email address entered into the system.

    4.2.2 Password HelpNavigation: Main Menu My System Profile

    The user must fill in a correct answer to one of the Password Hint questions. Go to My SystemProfile and select Change or set up Forgotten Password Help. Note that this answer gets convertedto all UPPERCASE when they save. Make sure that you save the user profile. ALL Users will berequired to set this up BEFORE they can use the Forgot Password link.

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    Section 5: Login Validation5.1 Validate Forgot Your Password Link

    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 give you a page that allows you to input your userid.

    Then you will be presented with the question that you setup for this user. Type in the correct answerand then you will get the password mailed to you. Use the new password to logon.