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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

Data Object Example

The following example is taken from PeopleSoft and is meant to illustrate the process of defining data object types in Stat. In this example, the goal is to configure Stat to support Provider Group data objects, which can then be archived and migrated from the CRM Field Service module to a PeopleSoft CRM environment. We will use the PeopleSoft-delivered Data Model to define our Provider Group data object type. The Provider Group tables and identifiers are detailed in the diagram below.

Provider Groups are associated with PeopleSoft version 8.40. Before defining the Provider Group data object type, the first step is to associate it with the appropriate application version number. To lock, archive, and migrate Provider Group data objects, make sure all the PeopleSoft environments in the CSR’s migration path are defined in the PeopleSoft Environment Connection Maintenance table with the Data Object Version ‘8.40’.

The parent table for Provider Groups is PS_RF_PROVIDER_GRP. Each unique combination of values for the fields SETID and PROVIDER_GRP_ID represents a Provider Group.

Identifiers

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Identifiers are the fields whose combined values make each object of this type unique. In our example, these fields are SETID and PROVIDER_GRP_ID.
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Each Identifier field must be in the parent table. This is because when adding an object of this type to a CSR, Stat retrieves the object list by selecting from this table all distinct rows for the identifier fields.
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The Identifier fields do not have to be in any of the other tables in the Data Object definition.

Tables

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The first table you define is the Parent table (Seq value =1). This does not need to be a true “parent” table in the sense of its database definition. Stat obtains from this table the list of objects that the user picks from when adding objects to a CSR. It is usually the parent table but it does not need to be.
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All the tables listed in the Data Model contain data that must be included in the definition of the Provider Group data object type. This data needs to be archived/migrated when archiving/migrating an object of this type.
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If the tables do have a parent-child relationship, the parent table must be listed before the child tables to ensure that its rows are processed before the rows of the child tables.
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When archiving/migrating, Stat pulls the data from each table using the where clause that you define in the SQL Where Clause fields.
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The tables do not have to be related but you do need to be able to pull data from the table using the where clause constraints listed below.

Where Clauses

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The where clause can have hard coded values (e.g., WHERE STATUS = 'A' AND EFFDT > 01-01-2000. The date format must match your RDBMS required format).
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The where clause can have variables that are filled in during archiving/migrating using any of the identifier fields (e.g., WHERE SETID = %A%, or WHERE GRP_ID = %B%. In this case %B% is replace by the object's value for the PROVIDER_GRP_ID field since 'B' is its identifier ID even though the constraint is on the GRP_ID field).
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If the where clause contains identifier variables (e.g., %A%, %B%), Stat replaces the variables with the object's field values during archiving/migrating (e.g., if you add to your CSR the Provider Group that has SETID = 'CRM01' and PROVIDER_GRP_ID = 'APLW,' when you archive this object the where clauses will replace %A% with 'CRM01' and %B% with 'APLW').
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The where clause can have embedded select statements (e.g., WHERE GRP_ID IN (SELECT PROVIDER_GRP_ID FROM PS_RF_PROVIDER_GRP WHERE SETID = %A%)).
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The tables do not have to be related but you do need to be able to pull data from the table using the where clause constraints listed above.
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If the tables do have a parent-child relationship, the parent table must be listed before the child tables to ensure that its rows are processed before the rows of the child tables.

The Provider Croup tables, along with their Where Clauses, include:

Table
Where Clause

PS_RF_PROVIDER_GRP (Parent Table)

SETID = %A% AND PROVIDER_GRP_ID = %B%

PS_RF_GRP_MEMBER

SETID = %A% AND PROVIDER_GRP_ID = %B%

PS_RF_PROVGRP_RGN

SETID = %A% AND PROVIDER_GRP_ID = %B%

PS_RF_COST_CAT_GRP

SETID = %A% AND PROVIDER_GRP_ID = %B%

PS_RF_COST_CAT

SETID = %A% AND COST_CAT_CD = (SELECT COST_CAT_CD FROM PS_RF_COST_CAT_GRP WHERE SETID = %A% AND PROVIDER_GRP_ID = %B%)

PS_RF_COST_CAT_MEM

SETID = %A% AND PROVIDER_GRP_ID = %B%

All the tables, where clauses, table keys, columns, and blobs in the Data Model must be entered in the Tables Definition section of the Edit Data Objects window.

The PS_RF_PROVIDER_GRP and PS_RF_GRP_MEMBER tables contain Blob fields. This information need to be defined in the Blob Column fields.

The next step is to create the Stat Archive table, which contains the object archives.

At this point, Provider Group data objects are fully defined in Stat and now can be added to a CSR, archived, and migrated.

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