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Stat 6.1 - System Administration Guide

Overview of Stat Administration Administrative Utilities Stat Security General Maintenance Tables
System Maintenance Service Domain Maintenance Department Maintenance Issue Tracking Maintenance Country Maintenance Customer Maintenance Object Type Maintenance PeopleSoft Environment Connection Maintenance Pre/Post Migration Steps Parameters Oracle Applications Configuration Oracle Applications Connection Maintenance Generic Application Connection Maintenance Schema Object Parameters Maintenance Data Object Maintenance PeopleSoft Search Configurations Stat Report Definition Maintenance Version Control Management Connection Maintenance
Service Domain-Specific Maintenance Configuring the Stat Central Agent Email Configuration Object Security Appendix: Sample Service Domain Configuration Appendix: User Class Rights Appendix: Creating a Staging Database Appendix: Database Tuning Appendix: Oracle Applications File Type Directory Appendix: Ports and Firewalls Appendix: Stat Web Services Appendix: Troubleshooting Chart Appendix: stat.conf Configuration Appendix: Custom Report Files

Setting Up User Connections

The PS Options by Environment tab resembles the PS Options tab of the Other User Information window. The difference is that unlike the PS Options tab, which displays a list of all the environments that a specific user can connect to, the PS Options by Environment tab displays a list of all the users that can connect to a specific environment. From here you can assign to each user a separate operator ID and password. You can also configure CLI functionality. For more information, see Defining Stat Users .

NOTE: Users can define their own IDs and passwords by selecting User Options | PeopleSoft Options and entering the information in the PeopleSoft Options window. In addition, users can share the same PS Operator ID and password for staging purposes if that is how your PeopleSoft environment is configured. For example, you could assign all users the operator ID “PS” or “VP1.”

Setting Up Physical Object Lock Exclusions

The second tab of the PS Options window, Object Lock Exclusions, displays a list of all the PeopleSoft proprietary object types that can be physically locked in the selected non-staging environment. You can exclude any of these file types from physical object locking, which lets you control which types of objects users can physically lock while operating in a certain environment. The list of object types varies depending on the version number of the PeopleSoft environment.

Click OK or Apply.

For more information on physical object locking, see PeopleSoft Proprietary Object Security and the “Object Management” sections in the change management chapters of the book, Stat User Guide.

Setting Up Migration Approval Lists

If an environment requires the approval of certain users before an archive set can be migrated into it, you can specify who these users are in the Migration Approval List tab. Stat activates this tab only if Req. Migr. Approval has been selected for the environment in the PeopleSoft Environment Connection Maintenance table.

When setting up a migration approval list, you can include different approver groups, including individual users and entire user classes or a combination of the two. The approval of any user or user class that you add to a list can be either required or optional.

Approval requirements that involve multiple approver groups or that can be satisfied in more than one way are defined using AND and OR operators. As you add approver groups using AND and OR operators, Stat displays the list as a tree structure and in the form of a SQL statement at the bottom of the window.

For example, let’s say a migration to a particular environment in the Financial Services service domain can be approved in one of two ways:

In this case, your approval list would look like this:

To further illustrate, let’s say that the migration must be approved by:

In this case, the approval list would look like this:

It is recommended that before setting up a migration approval list, you have a basic idea of what approver groups (users and user classes) you want involved in the approval process as well as the relationships between these groups, which you define using AND and OR operators. For example, if the approval of one or more approver groups are required, you would begin the approval list with the AND operator. If, however, the approval of only one of two or more approver groups are required, you would begin the list with the OR operator.

Click AND if the approval of one or more approver groups are required
Click OR if the approval of one of two or more approver groups are required
In the Service Domain field, select the service domain that you plan to associate the environment with in the PeopleSoft Migration Path Maintenance table.
In the Approver Type field, select the approver group you want to add to the list.
Options include User and User Class.
In the Approver Name field, select the name of the user or user class you want to add.
In the Required field, select Required if the approval is required or Optional if it is not required.
The Required option means that the individual user and every member of the user class must approve the migration. Optional means that the individual user’s approval is not required, whereas for user classes, it means that the approval of only a specified minimum number of users within that class is required.
If you selected User Class in the Approver Type field and Optional in the Required field, specify the minimum number of users in that class who must approve the migration in the Number field.
Click Add.
Click AND or OR.
Click OK or Apply.

Copying PeopleSoft Environments

If you need to define a PeopleSoft environment that closely resembles an existing environment, you can save time by copying the definition of the existing environment and editing the copy as needed. When you copy a PeopleSoft environment, all the information gets copied over, including file locations and selected PS options.

Click Copy.
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