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Stat 6.3 - User Guide

Introduction to Stat Connecting to Stat Change/Service Requests Stat Consoles Tasks and Time Entries Stat Projects Search Engines Reports and Graphs Personal Rules Object Tools and Wizards Change Management for PeopleSoft
Object Management (PeopleSoft) Object Archives (PeopleSoft) Object Migrations (PeopleSoft)
Change Management for Oracle Applications
Object Management (Oracle Applications) Patch Management Object Archives (Oracle Applications) Object Migrations (Oracle Applications)
Change Management for Generic Applications
Object Management (Generic Applications) Object Archives (Generic Applications) Object Migrations (Generic Applications)
Appendix: Troubleshooting Chart Appendix: Migration Options Appendix: User-Specific Parameters Appendix: Supported PeopleSoft Proprietary Objects Appendix: Stat Reports

Defining Working Directories for File Objects

When you are assigned a file object, Stat places a copy of that object in one of your predefined working directories. These working directories are defined either by a system administrator in a maintenance table, or you can define them yourself in the User Default Directories tab of the Stat User Options window.

The User Default Directories tab displays a list of the active file types defined in Stat for PeopleSoft environments. From here you can define your default working directory and a separate working file directory for each file type. Defining a working directory for a file type is optional. If a file type working directory is not defined, Stat places copies of the migrated file objects in your default working directory.

To set up a default working directory:

1
Select User Options | Stat Options. Then open the User Default Directories tab of the Stat User Options window.
2
Click in the Default Working File Server field and select the server for the default working directory.
3
In the Default Working File Path field, enter the path of the default working file location starting after the file server’s root or home path.
4
Click Apply or OK.
To set up a file type working directory:
1
Select User Options | Stat Options. Then click the User Default Directories tab of the Stat User Options window.
2
In the Module field, select PeopleSoft.
3
In the File Type column, select the file type you want to have a working directory for.
This activates the text box in the corresponding Working File Srv column.
4
Click in the Working File Srv column and select the server of the working directory.
5
In the Working File Path column, enter the path of the working file location starting after the file server’s root or home path.
6
Click either Apply or OK.

Associating Related PeopleSoft Proprietary Objects

Certain types of PeopleSoft proprietary objects are related to other PeopleSoft proprietary objects. Using default Stat settings, you must add these objects individually to your CSR. However, you can configure Stat to add these related objects automatically. You do this by selecting a user preference that prompts you for related objects whenever you add a supported object type. This feature behaves in a similar manner to the prompt in PeopleSoft when inserting objects into a project.

To configure Stat to prompt you to add related objects, select User Options | Stat Options. Stat displays the Stat User Options window. Select Prompt for PS Related Objects. If the option is not selected, Stat will not prompt for related objects and will not add them automatically.

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NOTE: If you select related pages, Stat identifies all related standard pages as well as secondary pages and subpages.

Stat supports subobjects of Record and Field object types (Record Fields for Records and Field Labels for Fields). Associating subobjects allows you to modify their values in an archive set separately from the values of their parent objects. For example, in a PeopleSoft patch or upgrade, a Record object definition might have a CopyProp Action value, while one of its Record Field subobjects might have a Delete Action value.

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NOTE: When you opt to add a related subobject to a CSR, it is not listed in the Object tab. Its existence is indicated by the Subobjects flag for its parent object. Subobjects, however, are automatically displayed in archive sets where they can be managed separately from their parent objects.

You should add subobjects to a CSR only when you need to mark their Upgrade and Action values separately from their parent objects. For more information, see Modifying Object Upgrade and Action Values .

PeopleSoft projects may also include ‘orphaned’ subobjects, meaning that the project does not include parent objects. If this is the case, Stat adds the parent objects automatically to the CSR when you add the orphaned subobjects through the Read Project Wizard (described in the following section, Adding Objects from VCM ).

Parent objects added by Stat for orphaned subobjects are indicated by a red folder icon in the Flags column of the Object List. This is for informational purposes only. If for any reason you want to change the designation of a parent object in relation to orphaned subobjects, select the parent object, right-click and in the pop-up menu, select either Mark as parent for orphans to flag the object as a parent object or UnMark as parent for orphans to remove the flag.

To associate related PeopleSoft proprietary objects to a CSR:
1
In the Objects tab of the CSR window, associate a supported object with the CSR, as described in Adding Objects .
After you select the object you want, Stat displays the Related Object dialog box, which displays all the object types related to the selected object. If you are associating a Field or Record object, their respective subobjects, Field Label and Record Field, are included in the list of related objects.
2
If you want to add one or more objects types, select the object types you want.
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NOTE: Once you select an object type, the Add button is activated and the Ignore button is deactivated. Also, you can use the Select All and Deselect All icon buttons to select or deselect all the listed object types.
3
(Optionally) Keep the Apply for all objects option selected if you want Stat to apply the same action you are currently specifying (Add or Ignore) to any other affected object being added to the CSR.
If you de-select this option Stat will prompt you to specify an action for each affected object.
4
Do one of the following:
•
If you want to add the selected object types, click Add.
•
If you do not want to add the related objects, click Ignore.

Adding Objects from VCM

You can use the Add Objects to a CSR from VCM feature to add multiple file objects at once to your CSR from a VCM repository

To add objects from a VCM repository using Add Objects to a CSR from VCM:
1
On the Objects tab, click the Add Objects from VCM... button. The Add Objects to a CSR from VCM window will display. The window, by default, displays (in the right pane) all of the files from all of the existing directories and subdirectories in the VCM repository. The left pane displays all of the existing directories and subdirectories. To filter the files displayed, select the desired directory and subdirectories in the left pane. Once a directory/subdirectory is selected, only the files in that directory/subdirectory will be displayed.
User Controls
Description

Revision

(Optional) Allows you to specify the VCM repository’s revision/label from which to display any and all associated file objects. A revision/label can be manually entered along with the Retrieve button or to get a list of existing revisions/labels click the Retrieve button. The list of shown directories and file objects are filtered by the selected Revision.

Object Type

Allows you to assign a specific object type to the selected file objects in the file object list (the right pane). Select one or more file objects in the right pane and choose an object type in the list to associate those file objects with the object type.

Copy to Working

(Optional) If selected, the selected file objects (in the right pane) are copied from the VCM repository to your working directory as well as added to the CSR (upon clicking Add to CSR and saving the CSR).

Overwrite Existing Files

(Optional) Used in conjunction with Copy to Working, when selected any chosen file objects (in the right pane) of the same filename as any files in your working directory, will replace those files in your working directory. Otherwise, when unchecked, files of the same filename won’t be overwritten.

Summary

Displays the total number of file objects (by Object Type) that have been selected (in the right pane); so that you can see how many total files of each Object Type and the total number of files in all will be added to the CSR. Note: Selected file objects that have not been associated with an Object Type are not counted in the Summary totals. Selected file objects must be associated with an Object Type before they can be added to the CSR (via Add to CSR).

Add to CSR

Closes the window and adds the selected files (in the right pane) to the CSR. Note: If and when a selected file or files are not associated to an Object Type, you will be prompted to associate the selected file or files with an Object Type. All selected files must be associated with an Object Type before they can be added to the CSR.

Cancel

Closes the window without adding any selected files to the CSR.

2
Search for and select the file objects (in the right pane) that you want to add from the VCM repository to the CSR.
3
Associate the desired/selected file objects with the appropriate Object Type. This can be done in few ways: You can select a file or multiple files and then choose a type in the Object Type list box. Upon selecting an Object Type, the selected files in the files pane will be associated with that Object Type. You can associate a file individually with an Object Type by clicking on the Object Type field in the files pane for that file. A list of available object types will display allowing you to select one.
4
Once all the desired file objects are associated with an Object Type and are selected, click Add to CSR. The Add Objects to a CSR from VCM window will close and the selected file objects will be added to the CSR

Associating Objects in PeopleSoft Projects

Stat can read a PeopleSoft environment and add all the PeopleSoft proprietary objects associated with a project to your CSR. This is done with the PeopleSoft Project Read Wizard. Use this wizard to associate multiple PeopleSoft proprietary objects to a CSR.

For PeopleSoft, you can also use the Project Read wizard to read in the objects of a PeopleSoft patch (defined in terms of a maintenance project). This way, Stat automatically populates the Patches tab of the CSR with the information contained in the project, such as incidents and dependencies.

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TIP: If you want to migrate a PeopleSoft project that contains a large number of objects, but you do not necessarily want to spend the time required to archive all these objects, you can use Stat simply as a migrating tool by performing a point-to-point migration. For more information, see Point-to-Point PeopleSoft Project Migrations .

To read in a patch with the Project Read Wizard, the patch must be designated as a Maintenance Project in PeopleSoft. In addition, to display this information in Stat, the Patches tab must activated for the CSR.

For more information on the Patches tab, see Patches Tab .

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IMPORTANT: Before running the Wizard, make sure you select your desired lock option.
To run the PeopleSoft Project Read Wizard:
1
On the Objects tab, click Read Project....
You are prompted to select the PeopleSoft environment that contains the project.
2
In the PeopleSoft database field select the environment containing the project.
3
(Optional) Select the check box if you only want environments that are in the current migration path listed.
The wizard displays a list of all projects in that database.
4
(Optional) Enter a part or all of a project name in the Project Filter field to filter the list of projects.
5
Select the project you want and click Next>.
The wizard displays a list of the PeopleSoft proprietary object types in that project.
6
Select the object types you want, or select them all by clicking Select All.
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IMPORTANT: If you select a Field or Record object type, any related subobjects that are listed out in the project are automatically associated with the CSR as well. The existence of subobjects is indicated by the Subobjects flag in the Object List (). These subobjects retain their Upgrade and Action values as specified in the project. Also, if you select a subobject (Field Label or Record Field) that does not have its parent object included in the project, Stat automatically adds a parent object to the CSR for these ‘orphaned’ subobjects. Parent objects added to a CSR automatically by Stat are indicated by the Parent of Orphaned Subobjects flag in the Object List. You have the option of marking or unmarking a Field or Record object as a parent object for orphaned subobjects. For more information on Field and Record subobjects and unmarking parent objects, see the previous section, Associating Related PeopleSoft Proprietary Objects . For more information on Upgrade and Action values, see Modifying Object Upgrade and Action Values .
7
(Optional) Select any of the following options:
•
Select Add project definition to CSR if you want to add the PeopleSoft project definition to the CSR, where it can be locked, archived, and migrated along with the other objects. A comment is automatically written for each object saying that it was added by way of the Read Project Wizard and the name of the project used to bring in the object. This allows you to track the project by name throughout the lifecycle of the CSR. For more information, see Archiving PeopleSoft Project Definitions .
•
Select Add only objects with a changed target status if the project contains an especially large number of objects and you want to decrease processing time by adding only the objects that have been modified to your CSR.
•
Select Overwrite properties for existing objects if you want to update the existing CSR objects’ upgrade and copy properties to reflect the objects’ upgrade and copy properties in the project. This will also update the subobjects and their properties.
•
Select Make selected project the CSR managed project if you want to keep the project’s object list as defined in App Designer synchronized with the project’s object list as managed in the CSR. Selecting this option enables you to quickly update the objects associated with a CSR via the Project Read Wizard whenever the project is changed in App Designer. For more information, see the following section Synchronizing Project Definitions .
8
Click Next>.
In the next wizard window, Stat processes your request and displays its progress in a status bar.
9
When the status bar reaches 100%, click Finish.
Stat adds all PeopleSoft proprietary objects of the selected types to your CSR. This step may take some time, depending on the number of objects being added. Before the status bar reaches 100% you can interrupt the process by pressing the <Enter> key.
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