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Stat 7.0 - 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

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

PeopleSoft Environment Connection Maintenance

Oracle Microsoft SQL Server

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

Enabling Web Client to perform PeopleSoft migrations

Overview Present architecture Compatibility issues with the current implementation

Goals of an alternate approach Alternate Architecture How to inform Stat about the available PT servers How does the test connection of PT servers work? How to map PT servers with individual users Using same PT server for migration of multiple PT environments

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

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: Oracle Agent: Stat.conf and log4j2.xml 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

Activity Code Maintenance

The Activity Code Maintenance table defines categories of tasks and auto tasks. Each task must be associated with an activity code.

The use of tasks and activity codes is optional in a Stat implementation.

If you choose not to define activity codes for a service domain, you should not display the Tasks tab on CSRs created within that service domain.

Activity code security is controlled by the following user class rights:

•

Activity codes - Add

•

Activity codes - Edit

The Activity Code Maintenance table is displayed in a standard maintenance window. To open this window, select Maintenance | Domain-Specific | Activity Codes.


Value	Description
Active	Indicates whether the record is activated in Stat
Activity Cd (Key Value)	A 1-10 character code which uniquely identifies the activity
Description (Required Value)	A 1-35 character description of the activity
Comment Req’d	If selected, the user will be required to enter a free text comment at the time the task is marked as completed
Allow Descr Edit	If selected, the user is allowed to change the task description. This is commonly used for a miscellaneous task which allows the user to enter a more appropriate description for the task.
Last Update (Read Only)	The date and time that this record was last updated
Update By (Read Only)	The user that last updated this record

Application Maintenance

The Application Maintenance table defines the products or facets of your enterprise that can be represented in CSRs. Application codes define available items on the CSR Application drop down list.

Application security is controlled by the following user class rights:

•

Applications - Add

•

Applications - Edit

The Application Maintenance table is displayed in a standard maintenance window. To open this window, select Maintenance | Domain-Specific | Applications.


Value	Description
Active	If selected, activates the value in stat
Applic Cd (Key Value)	A 5-character code which uniquely identifies the application
Description (Required Value)	A 1-35 character description of the application
Application Tab (Required Value)	The change management tab displayed on the CSR when the application is selected. Options include PeopleSoft, Oracle Applications, Generic Applications, and None.
Last Update (Read Only)	The date and time that this record was last updated
Update By (Read Only)	The user that last updated this record

Application Environment Maintenance

The Application Environment Maintenance table defines subsystems of an application. Application environment codes are used to further define or describe applications.

Not all applications have environments. Defining application environments is optional; you can define environments for all, some, or none of the applications in a service domain.

Application environment security is controlled by the following user class rights:

•

Application Environments - Add

•

Application Environments - Edit

The Application Environment Maintenance table is displayed in a standard maintenance window. To open this window, select Maintenance | Domain-Specific | Application Environments.


	NOTE: For any service domain in which you want to use application environments, be sure to select Use Appl Env in the Service Domain maintenance table. Otherwise, the Application Environment field will be grayed out on CSRs opened in that service domain. For more information, see Service Domain Maintenance .


Value	Description
Active	If selected, activates the value in stat
Application (Key Value)	Select an application from the list
Env Cd (Key Value)	A 1 to 5-character code that uniquely identifies the environment for this application. For example, you may have a TEST environment code for several different applications but you can only have one TEST environment code for a single application.
Description (Required Value)	A 1-35 character description of the application environment
Last Update (Read Only)	The date and time this record was last updated
Update By (Read Only)	The user who last updated this record

Auto Task Maintenance

Auto Task Maintenance tables define tasks that Stat automatically creates based on certain application, type, and status values selected on a CSR. As soon as the user makes a selection in one of these fields, Stat determines if there are auto tasks defined for that particular code. If so, Stat adds them to the task list.

Stat features a separate maintenance table for each of the three values on which you can define auto tasks. All three tables are displayed in a standard maintenance window and include the same set of fields or columns.

Auto task security is controlled by the following user class rights:

•

Auto Tasks - Add

•

Auto Tasks - Edit

To open the Auto Tasks by Application table, select Maintenance | Domain-Specific | Auto Tasks | Application Tasks.

To open the Auto Tasks by CSR Type table, select Maintenance | Domain-Specific | Auto Tasks | CSR Type Tasks.

To open the Auto Tasks by CSR Status table, select Maintenance | Domain-Specific | Auto Tasks | CSR Status Tasks.

Indicates if this task will be automatically generated or not

Source Application, Source CSR Type, Source CSR Status
(Key Value)

Depending upon the type of auto task you are maintaining, one of these fields will be displayed. Select a value from the drop down list that, when selected on a CSR, will generate the task

Activity Code
(Key Value)

Select an activity code from the list

Assignment
(Required Value)

Select one of the following:

•

A particular user who has access to this service domain

•

{Prompt for User} requires the user to select a name from the list prior to saving the CSR.

NOTE: In the Stat Web Console, the {Prompt for User} setting defaults to the user assigned to the CSR

•

{Assigned User} assigns the task to the person assigned to the CSR

•

{Current User} assigns the task to the person currently editing the CSR

•

{Open User} assigns the task to the person listed in the Open By field on the CSR

Due Date
(Required Value)

Select an option that defines how Stat calculates the due date for the task. Due dates are based upon either the CSR Open Date, Due Date or the Current Date. The '+' and '-' options calculate the date plus or minus the number of days specified.

Hrs Est
(Required Value)

Enter a default value for the estimated number of hours it will take to complete this task

Description
Override

Enter a description in this field to override the description associated with the task

If you want to have Stat automatically enter a comment with the task, enter it here

Last Update
(Read Only)

The date and time that this record was last updated

Update By
(Read Only)

The user that last updated this record

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