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Stat 6.3 - System Administration Guide

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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

Appendix: Creating a Staging Database

Staging databases are used when migrating archive sets from your Stat database to a PeopleSoft database. A staging database is essentially a mini-PeopleSoft database with no application data and minimal tools data. Once created it should be maintained and tuned the same as other PeopleSoft databases in your environment.

Depending on the volume of objects moved or number of PeopleSoft tools versions you are supporting, you may decide to have multiple staging databases. This section describes how to create a staging database in Stat.

•

For PS version 8.x and higher – The staging database can either be a PeopleSoft demo (DEMO) or system (SYS) database. For detailed instructions on creating this database, please see your PeopleSoft Installation and Administration Guide. Financial databases in particular have a large number of tables used for sorting data. These can be dropped from the staging database.

Once you have created your AUD, Demo, or System database, execute the appropriate script

•

If running on Oracle, execute StageORA855.sql

•

If running on SQL Server, execute StageMSS855.sql

•

If running on DB2 execute StageDB2-ZOS-855.sql (for mainframe), or StageDB2-UNIX-855.sql (for Aix/Unix)

These scripts complete the creation of a staging database. It is recommended that you create at least 2 staging databases. You may need to alter this script to match your platform.

NOTE: Be aware of the following:

•

For each staging database you define in Stat, make sure the Reload Last Project at Startup option is deselected for that database in PeopleSoft App Designer. Stat may have difficulty auto-migrating objects from the staging database if this option is selected.

•

When migrating archive sets, the base language of the staging database must be the same as the base language of the environment that the archive set came from (i.e., the source). The base language option is specified in the PeopleSoft Environment Connection Maintenance table. For more information, see PeopleSoft Environment Connection Maintenance .

PeopleSoft on Oracle

1

Locate the StageORA855.sql script.

2

Replace the following variables:

•

[OWNER/PWD@DATABASENAME] Replace with the correct values for the PeopleSoft schema owner/password and staging database.

•

[SPOOLPT] Replace with the directory for the session log.

•

[PTAPP] Replace with the tablespace for the staging table

•

[PSINDEX] Replace with the tablespace for the staging table indexes

3

Run the modified script via Sql*Plusor Toad in the PeopleSoft staging database as the PeopleSoft schema owner

PeopleSoft on SQL Server

1

Locate the StageMSS855.sql script.

2

Find and replace the variable [DATABASENAME] with the name of the database.

3

Using Enterprise Manager, go into SQL Server Analyzer from Tools on the menu bar. Log in as sa with SYSTEM-level access and open the modified scripts. After running each script, copy the output of the script results to a file and save the file for review.

PeopleSoft on DB2

Execute the script corresponding to your DB2 platform.

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