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Stat 6.2 - 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 generic application 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
In Module field, select Generic Application.
3
In Default Working File Server field, select the server for the default working directory.
4
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.
5
Click Apply or OK.
If individual file types have separate directories you may set up file type specific directories. If all files are placed in one folder, you do not need to define file type directories.
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 Module field, select Generic Application.
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 Server column.
4
In Working File Server column, select the server that the working directory is on.
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 Objects in File Folders

Stat can read a folder and add all the file objects it contains to a CSR. This is done with the Read File Wizard.

* 
TIP: Before running the wizard, make sure you select your desired lock option and specify whether or not you want to copy the file objects to your working directory.
To run the Read File Wizard:
1
On the Objects tab, click Read File....
2
Click Next>.
3
Click the Browse button. Then locate the folder containing the file objects you want to associate with the CSR and click OK.
4
Select the file objects you want to associate with the CSR. To select all the objects, click Select All. To deselect objects, click Select None.
 
* 
NOTE: The Read File Wizard adds only file types defined in the Object Type Maintenance table.
5
Click Next>.
Stat processes your request and displays its progress in a status bar.
6
When the status bar reaches 100%, click Finish.

Stat adds the file objects to your CSR and associates each file with a file type, as determined by that file’s extension. For example, if you select files with the .sql extension, Stat will associate these files with the file type defined by your system administrator with the .sql extension. If more than one file type has been defined with the same extension, Stat prompts you to select which file type you want.

This final step may take some time, depending on the number of objects being added. A status bar advises you of Stat’s progress. Before the status bar reaches 100% you can interrupt the process by pressing the <Enter> key.

Associating Objects from Other CSRs

You can use the Read CSR Wizard to add objects to your CSR that are associated with another CSR.

To run the Read CSR Wizard:
1
On the Objects tab, click Read CSR....
Stat opens the CSR Read Wizard.
2
Click the Lookup button.
Stat opens the Search CSR Engine, which locates specific CSRs in the database based on the selected search criteria, including CSR number, customer, open date, department, and tracking number. For more information on the Search CSR Engine, see Search Engines .
3
Locate the CSR you want in the Search CSR Engine. Then click OK.
Stat closes the Search CSR Engine and displays all the objects associated with the CSR in the bottom portion of the Read CSR Wizard.
4
Select the objects you want. Use the <Shift> and <Ctrl> keys to make multiple selections, or click Select All to select all the objects.
5
Click OK.
Stat adds the selected objects to your CSR. If the objects happened to be locked on the other CSR for the same environments specified in your CSR’s migration path, Stat reserves them on your CSR.
* 
NOTE: The assigned developer and lock options specified on the Objects tab of the CSR are applied to any objects added to the CSR by way of the Read CSR Wizard.

Creating File Objects

With proper security rights, you can create a new file object, add it to a CSR, and move it to the assigned developer’s working directory. When you create a file object, you can either use a file template, or you can base it on an existing object.

In Stat, file templates are associated with particular file types. They help standardize development by defining in a reusable format the basic characteristics and structure of new file objects. This way, when you need to create a file object of a particular type, you can use an associated template as a starting point. This helps enforce adherence to development standards and saves time.

To create a file object:
1
On the Objects tab, select an environment and object type. Then click New Object.
Stat opens the New Object window, with the assigned developer and object type that you previously selected displayed as default values.
2
(Optional) In the Assigned To field, select a different developer.
3
If you want to base the new file object on an existing object, select Existing Object in the Source field.
4
(Optional) In the File Type field, select a different file type.
5
Do one of the following:
•
If basing the new file object on a template and your system administrator has defined more than one template for the selected file type, select the file template you want to use in the Template field.
•
If basing the new file object on an existing object, click the Browse button in the Existing Object field. Then in the Select File dialog box, locate and select the file object you want to use.
6
In the New Object Name field, enter a name for the new object. Then click Create.
Stat displays a series of warning messages telling you that the object does not exist in each environment in the migration path. For each environment, Stat asks you if you want to add the file object to the CSR.
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IMPORTANT: If source file locations have not been defined for an environment, you cannot add an instance of a new file object to a CSR for that environment.
7
Click Yes for each instance of the object that you want to add to the CSR. Click No for each instance of the object that you do not want to add.

Stat adds each instance of the new object that you selected to the CSR. At this point, the file object exists only in the working directory of the assigned developer but is not yet archived. For more information, see Creating Archive Sets (Generic Applications) .

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