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Stat 6.3 - System Administration Guide

Table of Contents

Overview of Stat Administration

Stat Architecture and Components

Windows Client / Web Browser Stat Central Agent / App Web Server Database Tier Application Environments

PeopleSoft Environments Oracle Applications Environments Generic Application Environments

Stat Administrator Responsibilities

Manage Stat Maintenance Tables Administer Security Manage the Stat Central Agent Provide End-User Support Perform Application Upgrades Perform Database Maintenance

The Stat SYSTEM User Account Standard Maintenance Windows

Buttons and Controls The Record List

Field Name Coding Convention Scroll Bar Splitter Bar

Field Types Adding and Deleting Records

Adding a New Record Deleting a Record Inactivating a Record Activating Record Changes

Using the Color Selection Dialog Box

Using a Predefined Color Using a Custom Color

Importing and Exporting Maintenance Tables

Exporting Data Importing Data Limitations

Administrative Utilities

Stat INI Editor

The Database Tab

General Setting Information Changing the STATLOGIN Password Testing Connections Editing Records Deleting Records Duplicating Records Copying Record Values Order of Appearance Printing the Stat INI file

The Options Tab

Encryption Key Update Data Replicator Table Dump Utility PeopleSoft Object Mover Instruction Update Utility Configuration Guide for New Installations

Stat Security Layers

Login Security Internal Security Changing the Database Password

Defining User Classes Editing User Class Rights Defining Stat Users

Copying User Definitions Resetting Passwords The User Access Information Window

Service Domain Access Tab PS Options Tab (PeopleSoft only) User File Directories Tab Queue Assignment Tab Application Access Tab Object Type Access Tab Environment Access Tab Pre/Post Migration User Parameters Tab Synchronizing User Access Information

User Password Security Settings

LDAP Connection Maintenance

Defining LDAP Connections Assigning LDAP Connections to Users

Connection Manager

The Current Tab The History Tab

General Maintenance Tables

System Maintenance

General Tab License Tab Users Tab Other Options Tab Parameters Tab DB Scripts Tab CSR History Tab Approvals Tab

Service Domain Maintenance Department Maintenance Issue Tracking Maintenance

Custom Label Fields Issue Statuses

Country Maintenance

Updating PeopleSoft Country and Department Definitions

Customer Maintenance Object Type Maintenance

File Types for Oracle Applications Source File Locations File Type User Directories VCM Locations File Templates

Setup Object Types for Oracle Applications

Stat's Implementation New Setup Objects Interface

File Path Syntax Case Sensitivity and File Name Conversion Server-Specific Pre/Post Migration Step Parameters SFTP Public Key-Based Authentication

User Default Directories Oracle Apps Base Directories Testing File Locations, Servers, and Default Directory Locations

PeopleSoft Environment Connection Maintenance

Oracle Microsoft SQL Server DB2 for z/OS DB2 for AIX/Unix

Testing Environment Connections Inactivating PeopleSoft Environments Managing File Locations by Environment PeopleSoft Options

Setting Up User Connections Setting Up Physical Object Lock Exclusions Setting Up Migration Approval Lists

Copying PeopleSoft Environments

Pre/Post Migration Steps Parameters Oracle Applications Configuration

Patch Types Product Families Platforms Updating Products Languages Patch Prerequisites

Oracle Applications Connection Maintenance

Testing Environment Connections Defining Oracle Applications Servers Start/Stop Oracle Applications Agents Inactivating Oracle Applications Environments Setting Up Migration and Patch Approval Lists Updating Products per Environment Copying Oracle Applications Environments

Generic Application Connection Maintenance

Testing Environment Connections Inactivating Generic Application Environments Managing Source File Locations by Environment Setting Up Migration Approval Lists Copying Generic Application Environments

Schema Object Parameters Maintenance Data Object Maintenance

Defining Application Version Numbers Defining Data Objects

Naming Data Objects The Edit Data Objects Window

Data Object Example

Identifiers Tables Where Clauses

PeopleSoft Search Configurations

Creating Tables and Views

Employee View Example (Pre PeopleTools Version 8.48) Employee View Example (PeopleTools Version 8.48 and Higher) Country View Example Department View Example

Stat Report Definition Maintenance

Editing Reports Adding Custom Reports Turning off the Emailing of Blank Reports

Version Control Management Connection Maintenance

Service Domain-Specific Maintenance

Working With Service Domains Activity Code Maintenance Application Maintenance Application Environment Maintenance Auto Task Maintenance Business Rule Maintenance

Defining Business Rules

Selecting a Trigger Event Defining Rule Criteria Defining Message Content Defining a Distribution List Defining a Command to Run Resetting a Rule Saving Rules Disabling Rules Copying Rules

Viewing Rule History

CSR Log Topics Maintenance CSR Priority Maintenance CSR Type and Status Maintenance Customer Priority Maintenance Generic Application Migration Path Maintenance

Migration Path Diagram Defining Distribution Environments Updating CSR Migration Paths with Additional Environments

PeopleSoft Migration Path Maintenance

Migration Path Diagram Defining Distribution Environments Updating CSR Migration Paths with Additional Environments

Oracle Application Migration Path Maintenance

Migration Path Diagram Defining Distribution Environments Updating CSR Migration Paths with Additional Environments

Pre and Post Migration Steps

Step Types Predefined Steps Defining a Custom Command

Release Management Maintenance Template Maintenance

The Edit Template Window

Queue Maintenance

Editing Queue Membership

Workflow Maintenance

Template Diagrams Workflow Rules

Transfer Rules Setting Up Transfer Approval Lists Auto Advance Option Status Rules

Copying Workflows

Configuring the Stat Central Agent

Starting and Stopping the Stat Central Agent

Starting the Stat Central Agent Stopping the Stat Central Agent

Defining Agent Jobs

Error Notification Job Maintenance Job Classes

Check for Past Due Items Email Reports and Print Reports Log Off and Wait PS Object Lock Sync Purge Agent Event Tables Purge Audit Tables Purge Deleted Archive Sets Purge Error Log Tables Purge Migration Event Tables Stat Central Agent Purge System-Generated Logs Run Operating System Command Unlock Locked CSRs

The Schedule Tab

Day Schedule Time Schedule

The Error Notification Tab

Stat Central Agent Printers Monitoring the Stat Central Agent

Accessing the Job Monitor Schedule Tab Jobs Tab Logs Tab Filtering and Sorting Showing Job and Log Details

Customizing the What's New Tab in Stat Web Customizing Field Labels for the Stat Web Client

Email Configuration

Configuring the Stat Central Agent for Email Outbound Mail Configuration

Object Lock Request for Info Approval Notification Resetting Password Message

Inbound Mail Configuration

Default Values Tab Special Processing Tab

Skip Processing Undeliverable Processing Info Request Processing Adding a Parameter Order of Processing Removing or Editing a Parameter

Advanced Customer Identification and Tracking # Tabs

Regular Expressions Regular Expression Examples Adding a Regular Expression Order of Processing Removing or Editing a Regular Expression

Field-Specific Tabs

Adding a Parameter Removing or Editing a Parameter

Object Security

PeopleSoft Proprietary Object Security PeopleSoft Object Security Setup Instructions Frequently Asked Questions File Object Security

Appendix: Sample Service Domain Configuration Appendix: User Class Rights

Notes on User Class Rights CSR Edit Rights CSR Tabs Rights CSR Tasks Rights Generic Application Migration Management Rights Generic Application Object Management Rights Maintenance - File Object Rights Maintenance - General Rights Maintenance - Service Domain Rights Oracle Apps Migration Rights Oracle Apps Object Management Rights Oracle Apps Patch Management Rights PeopleSoft Migration Management Rights PeopleSoft Object Management Rights Project Rights Security Rights Stat Central Agent Rights Tool Rights Wizard Rights

Appendix: Creating a Staging Database

PeopleSoft on Oracle PeopleSoft on SQL Server PeopleSoft on DB2

Mainframe Aix/Unix

Appendix: Database Tuning

Oracle Database Instance Tuning MSS SQL Server Database Tuning

Appendix: Oracle Applications File Type Directory Appendix: Ports and Firewalls

Resolving port and firewall conflicts

Appendix: REST Web Services API

Authentication URI Structure REST API Resources

Appendix: SOAP-Based Web Services API

Services and Exposed Methods

long connect( String userId, String password ) throws WSLoginFault; void disconnect( long connectId );

CSR Service Approval Service

Class Definitions

RecordType Bean AttachmentType Bean CSRType Bean CSRLogType Bean CSRTaskType Bean CSRTimeType Bean CSRWorkflowType Bean CSRWorkflowStatusType Bean CSRWorkflowStatusQueueType Bean CSRWorkflowStatusQueueMemberType Bean

Appendix: Troubleshooting Chart

Stat Database Stat Central Agent Stat Oracle Agent Login/Connection Administrative Utilities CSRs Stat Web Archiving and Migrating Printing Miscellaneous

Appendix: stat.conf Configuration Appendix: Custom Report Files

About Stat Report Files

Define Data Adapter for Stat Datasource Report Parameters

Stat Predefined Global Parameters Stat Predefined (prompt) Parameters Custom (prompt) Parameters Custom Global Parameters

Watermarks Copyright Report Variables Text Field Expressions

Identifiers

•

Identifiers are the fields whose combined values make each object of this type unique. In our example, these fields are SETID and PROVIDER_GRP_ID.

•

Each Identifier field must be in the parent table. This is because when adding an object of this type to a CSR, Stat retrieves the object list by selecting from this table all distinct rows for the identifier fields.

•

The Identifier fields do not have to be in any of the other tables in the Data Object definition.

Tables

•

The first table you define is the Parent table (Seq value =1). This does not need to be a true “parent” table in the sense of its database definition. Stat obtains from this table the list of objects that the user picks from when adding objects to a CSR. It is usually the parent table but it does not need to be.

•

All the tables listed in the Data Model contain data that must be included in the definition of the Provider Group data object type. This data needs to be archived/migrated when archiving/migrating an object of this type.

•

If the tables do have a parent-child relationship, the parent table must be listed before the child tables to ensure that its rows are processed before the rows of the child tables.

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When archiving/migrating, Stat pulls the data from each table using the where clause that you define in the SQL Where Clause fields.

•

The tables do not have to be related but you do need to be able to pull data from the table using the where clause constraints listed below.

Where Clauses

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The where clause can have hard coded values (e.g., WHERE STATUS = 'A' AND EFFDT > 01-01-2000. The date format must match your RDBMS required format).

•

The where clause can have variables that are filled in during archiving/migrating using any of the identifier fields (e.g., WHERE SETID = %A%, or WHERE GRP_ID = %B%. In this case %B% is replace by the object's value for the PROVIDER_GRP_ID field since 'B' is its identifier ID even though the constraint is on the GRP_ID field).

•

If the where clause contains identifier variables (e.g., %A%, %B%), Stat replaces the variables with the object's field values during archiving/migrating (e.g., if you add to your CSR the Provider Group that has SETID = 'CRM01' and PROVIDER_GRP_ID = 'APLW,' when you archive this object the where clauses will replace %A% with 'CRM01' and %B% with 'APLW').

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The where clause can have embedded select statements (e.g., WHERE GRP_ID IN (SELECT PROVIDER_GRP_ID FROM PS_RF_PROVIDER_GRP WHERE SETID = %A%)).

•

The tables do not have to be related but you do need to be able to pull data from the table using the where clause constraints listed above.

•

If the tables do have a parent-child relationship, the parent table must be listed before the child tables to ensure that its rows are processed before the rows of the child tables.

The Provider Croup tables, along with their Where Clauses, include:


Table	Where Clause
PS_RF_PROVIDER_GRP (Parent Table)	SETID = %A% AND PROVIDER_GRP_ID = %B%
PS_RF_GRP_MEMBER	SETID = %A% AND PROVIDER_GRP_ID = %B%
PS_RF_PROVGRP_RGN	SETID = %A% AND PROVIDER_GRP_ID = %B%
PS_RF_COST_CAT_GRP	SETID = %A% AND PROVIDER_GRP_ID = %B%
PS_RF_COST_CAT	SETID = %A% AND COST_CAT_CD = (SELECT COST_CAT_CD FROM PS_RF_COST_CAT_GRP WHERE SETID = %A% AND PROVIDER_GRP_ID = %B%)
PS_RF_COST_CAT_MEM	SETID = %A% AND PROVIDER_GRP_ID = %B%

All the tables, where clauses, table keys, columns, and blobs in the Data Model must be entered in the Tables Definition section of the Edit Data Objects window.

The PS_RF_PROVIDER_GRP and PS_RF_GRP_MEMBER tables contain Blob fields. This information need to be defined in the Blob Column fields.

The next step is to create the Stat Archive table, which contains the object archives.

At this point, Provider Group data objects are fully defined in Stat and now can be added to a CSR, archived, and migrated.

PeopleSoft Search Configurations

PeopleSoft Search Configurations

The PeopleSoft Search Configuration table specifies the PeopleSoft environments from which customer, department or country information can be retrieved and inserted into the Stat Repository. Information can be retrieved from PeopleSoft employee, department or country views.

PeopleSoft security is controlled by the following user class rights:

•

PeopleSoft Search Cfg - Add

•

PeopleSoft Search Cfg - Change

The PeopleSoft Search Configurations table is displayed in a standard maintenance window. To open this window, select Maintenance | General | PeopleSoft Srch Configs.


Value	Description
Active	Indicates if this record is available for selection
PeopleSoft Database (Required Value)	The PeopleSoft environment that contains the customer information
Description (Required Value)	Description of the configuration or environment
Search View Name (Required Value)	An 18-character field that contains the name of a table or view in PeopleSoft against which the search is conducted. See the next section, Creating Tables and Views .
Type (Required Value)	Indicates the type of PeopleSoft view that is the basis for the search. Options included Employee, Department or Country.
Last Update (Read Only)	The date and time this record was last updated
Update By (Read Only)	The user who last updated this record

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