Forgot Password Link Setup Guide Page |1

Forgot Password Link Setup Guide

Document Forgot Password Link Setup Guide
Title:
Author: Tino Simon, PeopleSoft Consultant, Oracle

File Forgot_My_Password.doc
Reference:
Forgot Password Link Setup Guide Page |2

Disclaimer: MyTechSpeak contains code snippets and

examples that may require modifications to delivered
PeopleSoft objects. Before modifying delivered code, make
sure your development team approves of your modification.
Likewise, ensure that you have properly documented your
modification according to your organization's best practices.
You and your organization will be responsible for
maintaining your modifications through patches and
upgrades.
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Table of Contents
Overview ......................................................................................................................................................... 4
Security Configuration ....................................................................................................................................... 5
1.1 Create New Permission List........................................................................................................................................ 5
1.1.1 Pages Tab ........................................................................................................................................................... 5
1.1.2 Component Interface Tab................................................................................................................................. 5
1.1.3 Web Libraries Tab .............................................................................................................................................. 5
1.2 Create New Role .......................................................................................................................................................... 6
1.3 Create New User.......................................................................................................................................................... 6
1.4 Allow Password to be Emailed ................................................................................................................................... 7

Section 2: Configure the Web Profile for the Public Access ID ............................................................................... 8
2.1 Create Web Profile ...................................................................................................................................................... 8
2.2 Configuring the Web Profile ....................................................................................................................................... 8
2.2.1 On the General tab:........................................................................................................................................... 9
2.2.2 On the Security tab ......................................................................................................................................... 10
2.2.3 On the Cookie Rules tab ................................................................................................................................. 10
2.2.4 On the Debugging tab..................................................................................................................................... 11
2.2.5 On the Look and Feel tab ............................................................................................................................... 11
2.2.6 Click Save .......................................................................................................................................................... 11
2.3 Create the PIA Instance ........................................................................................................................................... 11

Section 3: Set up the Link ............................................................................................................................... 11

3.1 Edit signin.html .......................................................................................................................................................... 11

Section 4: Other Settings ................................................................................................................................ 12

4.1 System Configuration ................................................................................................................................................ 12
4.1.1 Password Hint .................................................................................................................................................. 12
4.1.2 Password Email Text ....................................................................................................................................... 13
4.2 User Settings .............................................................................................................................................................. 13
4.2.1 Email settings ................................................................................................................................................... 13
4.2.2 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, or
on another public website.

The following steps below will help you in the actual setup of the permission list, role, and user that is used
in this forgotten password process.
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Security Configuration
1.1 Create New Permission List
Navigation: PeopleTools
Permissions & Roles
Permission Lists

Create a permission list called 1. "WX_MAILPSWD".

1.1.1 Pages Tab

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

1.1.2 Component Interface Tab

Now go to the Component Interface tab of this same Permission List, add and give full access to the
USERMAINT_SELF component.

1.1.3 Web Libraries Tab

Now 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 web
libraries.
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Click Save.

1.2 Create New Role

Navigation: PeopleTools
Security
Roles

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

1.3 Create New User

Navigation: PeopleTools
Security
User Profiles
Create a new User called "FORGOTPASSWORD". Create a password for this user. The User ID Type
for 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 the
URL

1.4 Allow Password to be Emailed

Navigation: 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 ID

2.1 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 Profile

The PWD profile name will appear. This web profile needs to be adjusted so that it doesn’t allow
single signon, it automatically signs in with the FORGOTPASSWORD user, and that on signout it
redirects 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 Password”
2. Blank out Authentication Domain.
3. Uncheck “Enable New Window”
4. Blank out the help URL
5. Uncheck Enable Report Repository
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2.2.2 On the Security tab

1. Change Days to Auto Fill User ID to 0.
2. Check “Allow Public Access”. Enter the Username and Password for the Forgot Password user that
you created earlier.
3. Blank out XML Link information

2.2.3 On the Cookie Rules tab

1. On the first row that has *AuthTokenDomain entered in Cookies Passed to Server, check “Delete
Cookie on Logout”.
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2.2.4 On the Debugging tab

1. Uncheck everything except for “Write Dump File”. Leave this checked.

2.2.5 On the Look and Feel tab

1. Change Logout page to “signout_wx.html, signin.wml”. We’ll create a signout_wx.html page in a
later 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 Instance

Need to set up a new site for Forgotten Passwords. This involves a new PIA installation with its own
web profile that allows anonymous access so users can access the "Forgot Password" pages.
The website name should be <environment name>_pwd.

Section 3: Set up the Link

3.1 Edit signin.html
You will need to add a link to the signin.html page for the instance. The link is usually found directly
underneath 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")

<input type="submit" name="Submit" value="<%=137%>" class="PSLOGINPUSHBUTTON"

></td>

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

<tr height="5">
<td>&nbsp;</td>
<td><BR><A
HREF="https://ent91jdicdemo.oracleoutsourcing.com/psp/VJDI1P/EMPLOYEE/HRMS/c/MAINTAIN_SECURITY.EMA
IL_PSWD.GBL">Forgot your password?</A></td>
<td>&nbsp;</td>
</tr>

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 Settings

4.1 System Configuration

4.1.1 Password Hint

Navigation: 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 that
will have a fairly short answer, such as "What is your pet's name?”
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4.1.2 Password Email Text

Navigation: 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 their
password. We must include the exact string <<%PASSWORD>> in the email text. This will be
replaced with the new randomly generated password.

4.2 User Settings

4.2.1 Email settings

Navigation: Main Menu
My System Profile
Each user must have a valid email address entered into the system.

4.2.2 Password Help

Navigation: Main Menu
My System Profile
The user must fill in a correct answer to one of the Password Hint questions. Go to My System
Profile and select Change or set up Forgotten Password Help. Note that this answer gets converted
to all UPPERCASE when they save. 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.
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Section 5: Login Validation

5.1 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 user
id.
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. Use the new password to logon.