Stat 6.2 - User Guide

Archiving PeopleSoft Project Definitions

In addition to the objects contained in a PeopleSoft project, you can archive and migrate PeopleSoft project definitions as separate object types. You can associate PeopleSoft project definitions to a CSR in two ways:

Stat records how certain project definition properties have been set in the archive’s source environment, including audit flag and DDL settings. Stat also records the settings for portal structure permission lists, display size page property, and the database field format. Stat records whether these properties will be copied into the target environment during a migration or whether the settings as defined in the target environment will be retained. After you have archived or migrated a project definition, you can view its property settings as recorded in Stat in the Upgrade Options window.

To open the Upgrade Options window, double-click on the project definition in the Objects tab of the Edit Archive Set window. You can also open this window by double-clicking on a project definition in the Migration History Wizard.

Object Migrations (PeopleSoft)

The previous chapter explained how to archive objects by creating archive sets. This chapter explains how to migrate archive sets between your PeopleSoft environments.

Migrating objects updates your environments with the most recent version of those objects, or, if necessary, lets you roll back your environments to earlier versions.

In Stat, migrating file objects entails moving them to designated source file directories or developers’ working directories. For PeopleSoft proprietary objects, Stat creates a PeopleSoft project that contains the archived objects. This project is created in a staging database, which is simply a temporary holding bin for objects. Once the objects are staged, Stat completes the migration by pushing the project from the staging database to the target PeopleSoft environment.

There are two places in a CSR window where you can initiate a migration: the Migration Path tab and the Archive Sets tab. Migrations can also be initiated outside CSRs using certain tools and Wizards. Migrations in Stat are not linear; a migration can go in any direction. For example, you can bypass the Development environment and migrate an archive set from the QA environment directly into the Production environment.

NOTE: For a comparison of the various migration tools and techniques supported by Stat, see Appendix: Migration Options .

System administrators can set up Stat to support auto-migrating archive sets to multiple environments distributed over a network. This is done by designating particular environments on a migration path as a distribution environments and then associating them with lists of interrelated environments. This way, when you migrate an archive set to a distribution environment, Stat automatically migrates the archive set to all the associated distributed environments as well. This spares you the time-consuming task of migrating an archive set to each environment separately and is especially helpful when a migration path calls for more environments than the limit of nine that can be represented graphically.

When you migrate an archive set that contains both PeopleSoft proprietary objects and file objects, with the proper security rights you can choose to migrate just the PeopleSoft proprietary objects in the archive set, just the file objects, or both. System administrators can enforce that certain users only migrate file objects while others only migrate PeopleSoft proprietary objects.

Migration Overview

The previous chapter explained how to archive objects by creating archive sets. This chapter explains how to migrate archive sets between your PeopleSoft environments.

Migrating objects updates your environments with the most recent version of those objects, or, if necessary, lets you roll back your environments to earlier versions.

In Stat, migrating file objects entails moving them to designated source file directories or developers’ working directories. For PeopleSoft proprietary objects, Stat creates a PeopleSoft project that contains the archived objects. This project is created in a staging database, which is simply a temporary holding bin for objects. Once the objects are staged, Stat completes the migration by pushing the project from the staging database to the target PeopleSoft environment.

There are two places in a CSR window where you can initiate a migration: the Migration Path tab and the Archive Sets tab. Migrations can also be initiated outside CSRs using certain tools and Wizards. Migrations in Stat are not linear; a migration can go in any direction. For example, you can bypass the Development environment and migrate an archive set from the QA environment directly into the Production environment.

NOTE: For a comparison of the various migration tools and techniques supported by Stat, see Appendix: Migration Options .

System administrators can set up Stat to support auto-migrating archive sets to multiple environments distributed over a network. This is done by designating particular environments on a migration path as a distribution environments and then associating them with lists of interrelated environments. This way, when you migrate an archive set to a distribution environment, Stat automatically migrates the archive set to all the associated distributed environments as well. This spares you the time-consuming task of migrating an archive set to each environment separately and is especially helpful when a migration path calls for more environments than the limit of nine that can be represented graphically.

When you migrate an archive set that contains both PeopleSoft proprietary objects and file objects, with the proper security rights you can choose to migrate just the PeopleSoft proprietary objects in the archive set, just the file objects, or both. System administrators can enforce that certain users only migrate file objects while others only migrate PeopleSoft proprietary objects.

Synchronizing Your Development Workspace

It is good practice to synchronize your development workspace with your base archive set. This ensures that you are making changes to the correct version of the objects. This is true of all your environments. As you make changes, you should create interim archive sets that document those changes and then migrate them to the appropriate environments. The migration process is virtually the same, regardless of the type of archive set.

The development workspace is where you make the changes. For PeopleSoft proprietary objects, this is the Development environment. For file objects, it can be either the Development environment’s source file locations or the assigned developers’ working directories. It is recommended that each developer make changes to file objects in their own working directories so that the changes can be documented and controlled. System administrators can enforce that developers modify objects only in either their working directories or in the source file locations.