university of northern iowa - peoplesoft cas configuration - public
TRANSCRIPT
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PeopleSoft CAS Configuration
CAS-ifying PeopleSoftChad Wittrock
University of Northern Iowa
University of Northern Iowa 1227 West 27 thStreet Cedar Falls, IA 50614Chad Wittrock, Systems Analyst ([email protected] )Last Updated: 2/3/11 Page: 1/34
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PeopleSoft CAS Configuration
Contents
Setup Information ....................................................................................................................... 3
PeopleSoft Instal la tions ......................................................................................................... 3
CAS Instal lation ....................................................................................................................... 3
Ticke t Validation Java class....................................................................................................... 3
val idate( ) .................................................................................................................................. 3
SignOn PeopleCode.................................................................................................................... 3
Custom HTML files ...................................................................................................................... 4
signin.ht ml ............................................................................................................................... 4
signin_error.html ..................................................................................................................... 5
logout_ps.html ......................................................................................................................... 5
expire.ht ml ............................................................................................................................... 5
Web Profi le .................................................................................................................................. 5
Implementa tion .......................................................................................................................... 6
Step 1 Instal l Java class files.............................................................................................. 6
Step 2 Install and Activate SignOn PeopleCode.............................................................6
Step 3 Instal l custom HTML fi les ....................................................................................... 7
Step 4 Web Profi le ............................................................................................................... 8Step 5 Configure Single Sign Out ...................................................................................... 9
Step 6 User Profile Setup .................................................................................................... 9
Debugging ................................................................................................................................... 9
SignOn PeopleCode................................................................................................................ 9
Wri te to log table ................................................................................................................. 9
TracePC............................................................................................................................... 10
PeopleCode Debugger ...................................................................................................... 10
Logging from Java Class...................................................................................................... 11
SignOn PeopleCode .......................................................................................................... 11
PsCasClien t ........................................................................................................................ 11
Server Paths .............................................................................................................................. 12
Enterprise Portal ................................................................................................................... 12
Campus Solutions ................................................................................................................. 12
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PeopleSoft CAS Configuration
Customer Relationship Management ................................................................................ 12
Source Code.............................................................................................................................. 13
PsCasClient (Ticket Validat ion Java Class)........................................................................ 13
VALIDATE_TICKET (SignOn PeopleCode) ........................................................................... 14
signin.ht ml ............................................................................................................................. 16
signin_error.html ................................................................................................................... 22
logout_ps.html ...................................................................................................................... 24
expire.ht ml ............................................................................................................................ 24
expire.html
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PeopleSoft CAS Configuration
Setup Information
PeopleSoft Installations
PeopleSoft Application Application Version PeopleToolsVersion
Enterprise Portal 9.10.00.209 8.50.06.000
Campus Solutions 9.10.00.340 8.50.06.000
Customer RelationshipManagement
9.00.00.340 8.50.00.061
CAS InstallationCAS version 3.3.5 with protocol version 2.0 and 1.0 enabled.
Ticket Validation Java classThe ticket validation class is called from custom SignOn PeopleCode. This class has
one method validate()that accepts three parameters: fullUrl ,ticket , and casPath .
This code requires that the Java environment provide s support for SSL/HTTPSconnections. In the current PeopleSoft deployment this requires additional files
fromSun which are distributed as the JSSE (Java Secure Socket Extension) package.
This class requires the following Java libraries to be installed on the applicationserver: jsse.jar , jnet.jar , jcert.jar
validate ()This method accepts three parameters: fullUrl, ticket, and casPath. The method
attempts to validate the given ticketwith the CAS server found at the given casPath
for the provided service. A URL is created using the parameters to access the
validate servlet provided within CAS. Upon successful validation CAS returns 2 linesas the response. The first line is YESor NOdepending on the outcome of the
validation. If the first line is YESthe second line will contain the username of the
logged in user. If the validation failed and the first line returns NOthe second line will
be blank.
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PeopleSoft CAS Configuration
SignOn PeopleCodeSignOn PeopleCode is invoked as part of the sign-on process. This code will only
execute upon initial sign-on and not execute again unless the user comes back to
PeopleSoft after logging out. This code obtains a ticket value and service value as
part of the %Request object. These values are then passed to the Ticket Validation
Java Class. Based on the response from the Java class, the
SetAuthenticationResult( ) method is called for the current user.
Create a new record with one field. Attach PeopleCode to that fields FieldDefault
event. Add the execution of this code to the SignOn PeopleCode chain so that CAS will
be called during the sign-on process. The Exec Auth Fail field should be checked when
adding this custom PeopleCode to SignOn PeopleCode. Checking that box tells
PeopleSoft to run this code when PeopleSofts delivered authentication fails.
Custom HTML filesThe delivered HTML files from PeopleSoft are no longer valid when implementing CAS
for PeopleSoft. All logins will occur on the CAS server and therefore no PeopleSoft
sign-on form should be displayed to the user. The current deployment of PeopleSoft
uses one page (signin.html ) for signing in, logging off, and sign-on errors. Custom
HTML files should be installed and the Web Profile updated to make use of these files.
Since most requests to PeopleSoft are routed through signin.html, this page can be
edited to redirect to CAS while passing the default page URL to CAS so that upon
successful logon, the user is redirected to within PeopleSoft. If the user is redirected
back to signin.html upon successful login, they will be caught in an infinite loop of
redirects.
A custom logout page should also be provided so the user is logged out of PeopleSoft
and CAS. Uploading this file to the web server and setting the Web Profile to use this
logout page will sign the user out of PeopleSoft and then redirect them (seamlessly)
to the CAS logout. Without this redirect to the CAS logout, the user will logout butclicking any link within PeopleSoft will not present a signin page since the user is still
logged into CAS. PeopleSoft will see that the users session is not valid, send them to
CAS, see they are logged in, and redisplay the page without ever presenting a signin
page.
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PeopleSoft CAS Configuration
signin.htmlThis is the main HTML file used by PeopleSoft for sign-on, logout, and sign-on errors.
Most requests to PeopleSoft automatica lly redirect to this page via delivered
methods. This page should be changed to redirect the user to CAS login. The service
tag to be sent to CAS should be the default page (tab) for that PeopleSoft installation.
For example, for Enterprise Portal, this would be something like
https://sysprtfe1.student.uni.edu/psp/prtsys/EMPLOYEE/EMPL/h/?tab=DEFAULT. The
user is redirected back to this default page to prevent being caught in an infinite
loop of redirects if they were sent back to signin.html.
The delivered signin.html was copied and one JavaScript function was added to
accomplish this. The function checks the Request URL to determine if the special case
parameter CAS_PSwas passed to the signin.html page. If CAS_PSis passed to the
signin.html page, the delivered PeopleSoft login processes are followed. If the
parameter is missing, CAS authentication is used. This was done to allow
administrative users access to PeopleSoft in the case that CAS is down. This
parameter is not to be publicized outside of tech administrators .
signin_error.htmlOne assumption that is made when using CAS as the front-end to PeopleSoft is that a
user who logs into CAS will have a PeopleSoft account matching the username used
to authentica te with CAS. This may not always be the case, so signin_error.html is
created to handle this situation. This page displays a generic error that authentication
could not be performed and to contact the Help Desk. This page will get called viaPeopleSoft delivered methods upon any sign-on error. Since all users getting to
PeopleSoft (except admin users using the CAS_PSmethod) are already authenticated,
its safe to assume most users reaching this page were successfully authenticated via
CAS but do not have a PeopleSoft account. The Web Profile must be updated for this
page to be used.
logout_ps.htmlPeopleSoft comes with a delivered logout procedure, but does not log the user out of
CAS. Adding this page to PeopleSoft will allow the delivered logout process to run and
then redirect (seamlessly) the user to CAS logout. The Web Profile must be updated
for this page to be used. The link used in logout_ps.html must be updated to the
proper CAS server based on the instance it has been installed on.
expire.htmlUpdating this page is not a requirement of CAS implementation but is documented
here since other HTML files are being updated at the time of CAS implementa tion.
This page is a copy of the delivered expire.html page and then updated with UNI look
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https://sysprtfe1.student.uni.edu/psp/prtsys/EMPLOYEE/EMPL/h/?tab=DEFAULThttps://sysprtfe1.student.uni.edu/psp/prtsys/EMPLOYEE/EMPL/h/?tab=DEFAULT -
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and feel. No update to the Web Profile is required to use this file, just a restart of the
web server.
Web ProfileIt is necessary to configure the Web Profile for the PeopleSoft instance that CAS is
being enable for in order for CAS to work properly. Allow Public Users must be
enabled with a valid user. A blank User Profile should be created with no roles or
other security permissions. This will be the default user PeopleSoft attempts to login
with. This allows the SignOn PeopleCode to trigger and redirect to CAS.
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PeopleSoft CAS Configuration
Implementation
Step 1 Install Java class files1. Compile the provided Ticket Validation Java Class (PsCasClient.java)
2. Copy the compi led PsCasClient.class file to the Application Server
a. Enterprise Portal: /01/prt01/ps_home/pt850/appserv/classes
b. Campus Solut ions: /01/css01/ps_home/pt850/appserv/classes
c. Customer Relationship Management: /
01/crm01/ps_home/pt850/appserv/classes
3. Copy the Java security libraries: jsse.jar , jnet.jar , and jcert.jar to the
Application Server
a. Enterprise Portal: /01/prt01/ps_home/pt850/appserv/classes
b. Campus Solut ions: /01/css01/ps_home/pt850/appserv/classes
c. Customer Relationship Management: /
01/crm01/ps_home/pt850/appserv/classes
4. These changes will require a restart of the Application Server
Step 2 Install and Activate SignOn PeopleCodeSteps to create all needed objects for the custom SignOn PeopleCode are provide,
although the project UNI_ CAS contains all the needed objects and code.
1. Within Application Designer
a. Create a new Field named UNI_CAS_AUTH
b. Create a new Record named UNI_CAS_SIGNON
i. This record should be Record Type: Derived/Work
c. Add the new UNI_CAS_AUTH field to this record
d. Add the PeopleCode function VALIDATE_TICKET() to the FieldDefault
for the UNI_CAS_AUTH field
e. Build all objects into PeopleSoft
2. In PIA (web frontend)
a. Go to PeopleTools, Security , Security Objects, Signon PeopleCode
b. Uncheck Enabled and Exec Auth Fail for all recordsc. Add a new l ine to this screen
i. Sequence: Next available number (7?)
ii.Enabled: Checked
iii.Record: UNI_CAS_SIGNON
iv.Field Name: UNI_CAS_AUTH
v.Event Name: FieldDefault
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vi.Function Name: VALIDATE_TICKET
vii.Exec Auth Fail: Checked
d. Save SignOn PeopleCode3. These changes will require a restart of the Application Server
Step 3 Install custom HTML filesThese files should be uploaded to the PeopleSoft Web Server
1. Upload custom signin.html, signin_error.html, expire.html, logout_ps.html files
to the Web Server
Replace prtsys, csssys, crmsys with the instance this is being installed on
a. Enterprise Portal: /
01/prt01/ps_home/pt850/webserv/peoplesoft/applications/peoplesoft/PO
RTAL.war/WEB-INF/psftdocs/prtsys
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PeopleSoft CAS Configuration
b. Campus Solut ions: /
01/css01/ps_home/pt850/webserv/peoplesoft/applications/peoplesoft/PO
RTAL.war/WEB-INF/psftdocs/csssysc. Customer Relationship Management: /
01/crm01/ps_home/pt850/webserv/peoplesoft/applications/peoplesoft/P
ORTAL.war/WEB-INF/psftdocs/crmsys
2. Within PIA (web fronted)
a. Go to PeopleTools, Web Profile, Web Profile Configuration
b. Choose the current Web Profile being used
c. Look and Feel tab
i. Signon/Logout Pages
1. Signon Error Page: signin_error.html
2. Logout Page: logout_ps.html3. These changes will require a restart of the Web Server
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PeopleSoft CAS Configuration
Step 4 Web ProfileA default_user User Profile is required to be used within the Web Profile for CAS to
function properly
1. Create a new User Profile (PeopleTools, Security, User Profiles, User Profiles)
a. User ID: default_cas_user
b. Genera l tab
i. Account Locked? checked
ii.Symbolic ID: SYSADM1
iii.Password: random password
iv.Confirm Password: random password
c. ID tab
i. ID Type: None (must actually select None)
ii.Description: Default CAS User
2. Edit Security settings for Web Profile (PeopleTools, Web Profile, Web Profile
Configuration)
a. Choose the current Web Profile being used
b. Securi ty tab
i. Public Users
1. Allow Public Access: checked
2. User ID: default_cas_user
3. Password: default_cas_users password set in the previous
step
4. HTTP Session Inactivity: 03. These changed will require a restart of the Web Server
Step 5 Configure Single Sign OutUNI has decided to not implemen t single sign out at this time.
Step 6 User Profile SetupFor CAS to fully function User Profiles must be set up within PeopleSoft to match CAS
usernames. Without the PeopleSoft User Profiles, users will receive an Authentication
Error and never be able to get into PeopleSoft via CAS.
Debugging
SignOn PeopleCodeWinMessage does not work in SignOn PeopleCode. This is by design.
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Write to log table
The easiest and most useful way to debug SignOn PeopleCode is to create a log table
and write records to the table throughout the execution of the PeopleCode. Anexcerpt of some sample code with debugging is provided below:
FunctionVALIDATE_TICKET()/* Flag for debugging */
Local boolean&debug True!
"#LE$ec(%inert into '_uni_ca_log (created_dttdecr++) ,alue (-date.tartingVALIDATE_TICKET().)%)! "#LE$ec(%C00IT%)!
tr- /* 1at2 to CA" er,er */ Localtring&ca1at2 %2tt'3//ca4uni4edu/ca/,alidate%!
/**************** DE5677I87 **********************/ Localboolean&aut29eult :1"Aut29eult! "#LE$ec(%inert into '_uni_ca_log (created_dttdecr++) ,alue(-date.1"Aut29eult(,ar)3 . ;; 3ect to ,alidate tic?et */ &,alidator 7et=a,aCla(%1CaClient%)!
"#LE$ec(%inert into '_uni_ca_log (created_dttdecr++) ,alue (-date.got >a,acla.)%)! "#LE$ec(%C00IT%)!
/* 9etrie,e full6rl and tic?et ,alue fro @TT1 reuet */ &full6rl :9euet4Full69I ; %B%; :9euet4#uer-"tring! &tic?et :9euet47et1araeter(%tic?et%)!
"#LE$ec(%inert into '_uni_ca_log (created_dttdecr++) ,alue (-date.Full6rl3 .;; 3
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TracePCYou can also trace SignOn PeopleCode by setting the tracePCflag in appserv.cfg but
the value cannot be arrived at using the settings from the Sign-on page. Set
tracePC=3596 in appserv.cfg and the trace results will be output to a file. The file
will be located at in the LOGS directory on the Application Server with a path similar
to /01/prt01/ps_home/psf t/appserv/PRTSYS/LOGS.
PeopleCode Debugger
To debug SignOn PeopleCode by stepping through the PeopleCode you will need to
login with the same user ID as the one that started the Application Server. Also the
Invoke As ID on the SignOn PeopleCode page must also be the same ID as inappserv.cfg. This method was not used at UNI.
Logging from Java ClassYou may also write to a file from within the Ticket Validation Java Class
(PsCasClient.java). The delivered class comes with a logMessage( ) method to log
messages to a file found at/01/prt01/ps_home/psft /cas/pscas_signon_log.txt. This
method can then be called from the SignOn PeopleCode or from within the actual
class. The delivered class some with a global DEBUG flag that is defaulted to false.
Set this flag to true, recompile the class, re-install the class file on the app server,restart the app server and the class file will write log messages to the file defined in
logMessage().
SignOn PeopleCode
To call logMessage( ) from the SignOn PeopleCode:
/* 7et =a,a cla ob>ect to ,alidate tic?et */&,alidator 7et=a,aCla(%1CaClient%)!
/* 9etrie,e full6rl and tic?et ,alue fro @TT1 reuet */&full6rl :9euet4Full69I ; %B%; :9euet4#uer-"tring!&tic?et :9euet47et1araeter(%tic?et%)!
&,alidator4log0eage(%9euet3 %; &full6rl)!&,alidator4log0eage(% Tic?et3 %; &tic?et)!
PsCasClient
To log messages from within the Ticket Validation Class:
if (DE567) log0eage(%"er,ice3 % er,ice)!
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PeopleSoft CAS Configuration
69L u ne 69L(Ca1at2 %Bet2od1"T&tic?et% tic?et %&er,ice% er,ice)!
if (DE567) log0eage(%Created 69L3 % u)!
5uffered9eader in ne 5uffered9eader(ne In'ut"trea9eader(u4o'en"trea()))!if (in null) if (DE567) log0eage(%In,alid 69L ued to ,alidate CA"3 % u)! return null!G
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PeopleSoft CAS Configuration
Server PathsReplace prtsys, csssys, crmsys wi th instance CAS is being installed/configured on
Enterprise Portal
App ServerLogs
/01/prt01/ps_home/psf t/appserv/PRTSYS/LOGS
Java classes /01/prt01/ps_home/pt850/appserv/classesHTML files /01/prt01/ps_home/pt850/webserv/peoplesoft /applications/peoplesoft /
PORTAL.war/WEB-INF/psftdocs/prtsysOther HTML
files(signon.html)
/
01/prt01/ps_home/pt850/webserv/peoplesoft/applications/PORTAL.war/prtsys** Note: changing signon.html in this location proved to not make anydifference, therefore all files found in this directory were left asdelivered
Campus Solutions
App ServerLogs
/01/css01/ps_home/psf t/appserv/CSSSYS/LOGS
Java classes /01/css01/ps_home/pt850/appserv /classesHTML files /01/css01/ps_home/pt850/webserv /peoplesoft/appl icat ions/peoplesoft /
PORTAL.war/WEB-INF/psftdocs/csssysOther HTMLfiles(signon.html)
/01/css01/ps_home/pt850/webserv/peoplesoft/applications/PORTAL.war
/csssys** Note: changing signon.html in this location proved to not make anydifference, therefore all files found in this directory were left asdelivered
Customer Relationship Managemen t
App Server
Logs
/01/crm01/ps_home/psf t/appserv/CSSSYS/LOGS
Java classes /01/crm01/ps_home/pt850/appserv/classesHTML files /01/crm01/ps_home/pt850/webserv/peoplesoft /applications/peoplesoft /
PORTAL.war/WEB-INF/psftdocs/crmsysOther HTMLfiles(signon.html)
/01/crm01/ps_home/pt850/webserv/peoplesoft/applications/PORTAL.war/crmsys** Note: changing signon.html in this location proved to not make anydifference, therefore all files found in this directory were left as
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PeopleSoft CAS Configuration
delivered
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Source Code
PsCasClient (Ticket Validation Java Class)i'ort co4un4net4l4internal4l41ro,ider!
i'ort >a,a4io45uffered9eader!i'ort >a,a4io45ufferedHriter!i'ort >a,a4io4FileHriter!i'ort >a,a4io4IE$ce'tion!i'ort >a,a4io4In'ut"trea9eader!
i'ort >a,a4net469L!i'ort >a,a4net469LEncoder!
i'ort >a,a4ecurit-4"ecurit-!
i'ort >a,a4te$t4"i'leDateForat!
i'ort >a,a4util4Date!
'ublic cla 1CaClient
'ri,ate tatic final boolean DE567 fale!
'ublic 1CaClient() G
/* 9eturn t2e CatID of t2e oner of t2e gi,en tic?et or null if t2e tic?et in.t ,alid4 *
* 1araeter3 * full6rl T2e er,ice ID for t2e a''lication ,alidating t2e tic?et including t2e tic?et
'araeter 2ic2 ut be reo,ed * tic?et t2e o'aue er,ice tic?et ("T) to ,alidate * ca1at2 t2e 'at2 to t2e CA" er,er to be ued to ,alidate t2e gi,en tic?et */ 'ublic tatic "tring ,alidate("tring full6rl "tring tic?et "tring Ca1at2) t2roIE$ce'tion if (DE567) log0eage(%Ca1at23 % Ca1at2)!
tr- "ecurit-4add1ro,ider(ne 1ro,ider())! "-te4et1ro'ert-(%>a,a4'rotocol42andler4'?g%%co4un4net4l4internal44'rotocol%)! int tic?et1araInde$ full6rl4latInde$f(%&tic?et%)! "tring er,ice null! if (tic?et1araInde$
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PeopleSoft CAS Configuration
if (DE567) log0eage(%In,alid 69L ued to ,alidate CA"3 % u)! return null! G
"tring line< in4readLine()! "tring line in4readLine()!
if (DE567) log0eage(%line
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PeopleSoft CAS Configuration
* reuet and t2en create a =a,a ob>ect 2ic2 i ued to ,alidate t2e tic?et4* If all goe ell etAut2entication9eult et t2e uer conte$t to t2e* correct uerID4 t2erie 1"Aut29eult reain Fale4
* * Hritten3 +O/+J/+ect to ,alidate tic?et */ &,alidator 7et=a,aCla(%1CaClient%)!
/* 9etrie,e full6rl and tic?et ,alue fro @TT1 reuet */
&full6rl :9euet4Full69I ; %B% ; :9euet4#uer-"tring! &tic?et :9euet47et1araeter(%tic?et%)!
If (&debug True) T2en &,alidator4log0eage(%9euet3 % ; &full6rl)! &,alidator4log0eage(% Tic?et3 % ; &tic?et)! EndIf!
If &tic?et QP %% T2en /* @a,e a tic?et load CA" client cla and atte't to ,alidate */ &ca_reult &,alidator4,alidate(&full6rl &tic?et &ca1at2)!
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PeopleSoft CAS Configuration
If &debug True T2en &,alidator4log0eage(% 9eult3 % ; &ca_reult)! EndIf!
/* C2ec? if got reult fro CA" (uernae) */ If &ca_reult QP 8ull T2en /* 6er i aut2enticated log t2e into 1eo'le"oft */ "etAut2entication9eult( True &ca_reult %% Fale)! 9eturn! Ele /* 6er could not be ,alidated fro CA" ar? a not logged into 1eo'le"oft */ "etAut2entication9eult( Fale %% %CA" cannot aut2enticate uer4% Fale)! 9eturn! EndIf! /* got uernae bac? fro CA" */ EndIf! /* got tic?et */
catc2 E$ce'tion &e$ce'0eage Local File &logFile! &logFile 7etFile(%CA"_L7I8_1A94L7% %A% :File1at2_9elati,e)! &logFile4HriteLine(%Error3 % ; &e$ce'0eage4To"tring() ; % % ; :Date ; % % ; :Tie ;
C2ar(ect to c2ange it2out* notice and i not arranted to be errorfree4 If -ou find an-* error 'leae re'ort t2e to u in riting4** Co'-rig2t (C)
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a32o,er color3 SJURJC!G
a3acti,e color3 SJURJC!Gbod- arginleft3 +'$! arginto'3 +'$! arginrig2t3 +'$! arginbotto3 +'$!GPindo42itor-4forard(
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PeopleSoft CAS Configuration
if (login_error4lengt2 + ;; dico,er-_error4lengt2 + ;; broerc2ec?_error4lengt2 +)
docuent4getEleent5-Id(.error_ig.)4t-le4di'la- .bloc?.! docuent4getEleent5-Id(.error_lin?.)4focu()! G ele etFocu()! G
function ca() ,ar docLocne "tring(docuent4location)!
if (docLoc4inde$f(%&CA"_1"
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if (docLoc4inde$f(%'rt-%) P +) er,ice1at2 %2tt'3//-'rtfe
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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docLoc4inde$f(%crtt%) P +)
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G ele if (docLoc4inde$f(%'rt-%) P + ;; docLoc4inde$f(%c-%) P + ;;
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PeopleSoft CAS Configuration
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University of Northern Iowa 1227 West 27 thStreet Cedar Falls, IA 50614Chad Wittrock, Systems Analyst ([email protected] )Last Updated: 2/3/11 Page: 32 /34
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PeopleSoft CAS Configuration
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PeopleSoft CAS Configuration
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