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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

CSR Tabs Rights

CSR tabs rights are service domain-specific. They control a user’s ability to access and work within certain tabs of the CSR window.

Table 2. CSR Tabs Rights
Right	Description
CSR Issues Tab - Add	Enables the user to add issues to a CSR.
CSR Issues Tab - Delete	Enables the user to delete issues from a CSR.
CSR Issues Tab - Edit	Enables the user to edit issues on a CSR.
CSR Patch Tab - Add	Enables the user to add patches to a CSR
CSR Patch Tab - Delete	Enables the user to delete patches from a CSR
CSR Patch Tab - Edit	Enables the user to edit patches and their dependencies on a CSR
Description Tab - Edit	Enables the user to edit the Description tab on a CSR with a status of closed. Security is applied after the initial save of the CSR.
Detail Logs - Edit Any User Log	Enables the user to edit any user detail logs after they have been saved. This does not allow the user to edit System-Generated logs.
Detail Logs - Edit Own Logs	Enables the user to edit their own Detail Logs after a log has been saved
Detail Logs - Manage Confid. Logs	Enables the user to add, view, and print Confidential Logs
Detail Logs - View System Logs	Enables the user to view and print System-Generated Logs on a CSR
Environment Refresh - Modify	Enables the user to add, modify and delete environment refresh records
Patch Tab - Access	Enables the user to access the Patch Tab
Resolution Tab - Edit	Enables the user to edit the Resolution tab on a CSR with a status of closed. Security is applied after the initial save of the CSR.

CSR Tasks Rights

CSR tasks rights are service domain-specific. They control a user’s ability to access and work within the Task/Time tab of the CSR window.

Table 3. CSR Tasks Rights
Right	Description
Tasks - Add	Enables the user to add new Tasks to a CSR. This does not affect Auto Task security.
Tasks - Change Estimated Hours	Enables the user to change the estimated time for a task
Tasks - Delete System Added	Enables the user to delete system-added Tasks from a CSR
Tasks - Delete User Added	Enables the user to delete user-added Tasks on a CSR
Tasks - Edit Other User	Enables the user to edit a task that is not assigned to them
Tasks - Edit Own Tasks	Enables the user to edit a task owned by themselves
Tasks - Edit Task on Closed CSR	Enables the user to edit a task after the CSR it is associated to has been closed
Tasks - Enter Others Time	Enables the user to add, delete, and change Daily Time Entries for other users

Generic Application Migration Management Rights

Generic Application Migration Management rights are not service domain-specific. They control a user’s access to object migration functions for generic applications.

Table 4. Generic Application Migration Management Rights
Right	Description
GA Migration status change-Override	Enables the user who is not a migrator to change migration status to Cancel or Complete
GenApp - Allow partial migration	Allows the user to choose which objects in a Generic Application Archive Set will be migrated, effectively creating a partial Archive Set migration
Gen App Archive set - Migrate	Enables the user to migrate an archive set from the Migration Wizard on a CSR
Gen App Archive set - Migrate to Base	Enables the user to migrate an archive set to the Base Database
Gen App Archive set - Ready to Migrate	Enables the user to assign an archive set as ready to migrate
Gen App Base Archive Set - Delete	Enables the user to delete Baseline Archive sets
Gen App Migr. - Workflow Override	Enables the user to migrate to the target database, bypassing workflow status rules.
Gen App Migration Approval -Email	Enables the user to send approval Emails to the requested approver list for a migration
Gen App Migration Approval Override	Enables the user to approve another user's migration approvals
Gen App Migration Override	Enables the user to migrate Archive sets regardless of pending approvals
Gen App Post Migration Steps - Edit	Enables the user to edit Post Migration Steps Complete checklist

Generic Application Object Management Rights

Generic Application Object Management rights are not service domain-specific. They control a user’s level of access to generic application object functions in Stat.

Table 5. Generic Application Object Management Rights
Right	Description
Gen App - Archive Release Level	Enables the user to assign a release level to a Generic Application archive set
Gen App - Maintain Other User’s obj	Enables the user to maintain an object not assigned to them in a Generic Application CSR.
Gen App Object - Add Archive set	Enables the user to create new Interim or Final Archive sets of Generic Application objects
Gen App Object - Add to CSR	Enables the user to add Generic Application objects to a CSR
Gen App Object - Add without lock	Enables the user to add Generic Application objects to a CSR without locking
Gen App - Assigned Developer	Enables the user to be the assigned developer of an object in a Generic Application CSR.
Gen App Object - Bump Res. Priority	Enables the user to re-prioritize reserved Generic Application objects
Gen App Object - Delete Archive set	Enables the user to delete existing Archive sets of Generic Application objects
Gen App Object - Delete from CSR	Enables the user to remove Generic Application objects from a CSR
Gen App Object - Edit Archive set	Enables the user to edit existing Archive sets of Generic Application objects
Gen App Object - Lock current only	Enables the user to lock Generic Application objects for only the selected environment rather than all the environments on the migration path
Gen App Object - Mark for Del/Copy	Enables the user to mark Generic Application objects for deletion or copy
Gen App Object - Merge Versions	Enables the user to merge two version of a Generic Application object and create a new archive of the resulting merged object
Gen App Object - New from Existing	Enables the user to create a new Generic Application object from an existing object
Gen App Object - New from Template	Enables the user to create a new Generic Application object from template

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