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Stat 6.2 - User Guide

Table of Contents

Introduction to Stat

Version Control Change Management Support

Object Locking Migration Management Impact Analysis

Project Management

Automated Workflow and Auto Tasks

Information Management

Connecting to Stat

Logging in to Stat

Login Errors Disconnecting from Stat

The Application Change Management Window

File Menu Maintenance Menu Consoles Menu Reports Menu Tools Menu Migration Management Menu Object Management Menu Approvals Menu User Options Menu Window Menu Help Menu

Navigating the Menus

Navigating with the Mouse Navigating with the Keyboard

The Stat Toolbar

Change/Service Requests

New CSRs Opening an Existing CSR The Record Lock Warning

Customer Field Alt. Number (Optional) Customer Priority Tracking Number (Optional) Application (Required) Environment (Dependent on Application) Project Title (Required) Created By (Auto) CSR Type (Required) Status (Required) Opened (Auto) Priority (Required) Workflow (Dependent on CSR Type) Due (Auto) Queue (Required) Assigned User (Required) Closed (Auto) Description

Tasks Tab Attachments Tab Logs Tab Environment Refresh Tab Patches Tab History Tab

Viewing Object Activities Viewing Changes to the Description and Resolution Tabs

Issues Tab Workflow Tab Resolution Tab Advanced Editing

Spell Checking (Not Available for Windows 7)

Creating CSR Templates Environment Refresh Events

Documenting Environment Refresh Events

Actual Dates, Scheduled Dates, and Backup Dates

Canceling Environment Refresh Records State-Based and Activity-Based Reports

Patches - PeopleSoft and Generic Applications CSR Workflows

Transfer Rules Transfer Approval Lists Transfer History Status Rules

Transferring Statuses Approving Status Transfers

Emailing a CSR CSR Security

The Support Console

The Console Buttons CSR List

CSR List Columns Customizing Support Console Lists Console Notifications Navigating the List

Project List User Object List User Approval List User Task List Customizing the Support Console

The CSR Lists Tab The List Options Tab

Migration Console

Main Console Window Migration Details Window Patch Application History

Impacted Objects Tab Drivers Tab Approvals Tab

Tasks and Time Entries

Relationship between Activities and Tasks The Tasks Tab

The Task Fields Auto Tasks User-defined Tasks

Updating and Deleting Tasks

Posting Time to Tasks

Daily Time Entries List Working with Daily Time Entries Weekly Time Entries

Opening Projects The Project Window

The General Project Information Region The Project Detail Information Region The CSRs Tab

Associating CSRs to Projects Printing CSR Reports and Lists

The Task/Activity Tab

Adding a New Task The CSR/Task List Region

The Issues Tab Understanding Project Security

The Search CSR Engine The CSR Search Wizard The Customer Search Engine The Search PeopleSoft Customer Engine

Reports and Graphs

About Stat Reports Running Reports

Selecting Reports Specifying Report Criteria

Report Criteria Options Saving Report Criteria

Running Reports through Stat Web

Scheduling Reports

Defining Personal Rules

Adding a New Rule Defining Rule Criteria

Field Operator Value

Defining Message Content Viewing Rule History

Managing Rule History Saving Rules When Rules Become Effective Disabling a Rule

Viewing the Status of Stat Central Agents Viewing the Status of Oracle Agents (Oracle Apps Only)

Object Tools and Wizards

CSR Purge Wizard

Exporting and Purging CSRs Importing CSRs

Running the Impact Wizard from a CSR Running the Impact Wizard from the Object Management Menu

Object History Wizard Undocumented Object Wizard

Prime the Stat Repository Audit the System Identify Schema Changes in an Environment Assist with PeopleSoft Compare Reports The Wizard and Version Control

Migration History Wizard Object Archive Search Wizard Rapid Recovery Window Release Recovery Window Archive Set Synchronization Wizard Archive Set Purge Wizard Undocumented Patch Tool Object Comparison Tools

Comparing Different Object Classes

PeopleSoft and Data Objects File and Schema Objects Objects in Oracle Applications and Generic Applications

The Object Compare Wizard

Opening the Object Compare Wizard from the Object Menu Opening the Object Compare Wizard from a CSR

Viewing and Merging Object Definitions

Comparing PeopleSoft Proprietary and Data Objects Merging PeopleSoft Proprietary Objects Comparing Objects in Oracle Applications Comparing File and Schema Objects

Change Management for PeopleSoft

Object Management (PeopleSoft)

Setting Up Your PeopleSoft Connections Classification of Supported Objects (PeopleSoft)

PeopleSoft Proprietary Objects File Objects Data Objects Schema Objects

Object Locking and Reservations (PeopleSoft)

Understanding Object Reservations and Locks The Object Locking Process Locking Facts Physical PeopleSoft Locking Option Physical File Locking Option

Associating Objects with CSRs (PeopleSoft)

Selecting a Migration Path Assigning Developers Selecting Objects Selecting Lock Options Adding Objects Viewing the Lock Status of an Object Unlocking or Unreserving an Object Re-Prioritizing Reservations Assigning Objects to a Different Developer Removing Objects from a CSR Objects in the Base Environment Defining Working Directories for File Objects Associating Related PeopleSoft Proprietary Objects Associating Objects in PeopleSoft Projects Synchronizing Project Definitions Associating Objects in File Folders Associating Objects from Other CSRs Creating File Objects Editing Objects

Comparing Objects (PeopleSoft) Viewing your Object Environment (PeopleSoft)

The Tree Structure Environment Info Table

CSR Object Documentation (PeopleSoft)

The Object List Table Object Comments

Object Archives (PeopleSoft)

About Archive Sets

Archive Set Types Archive Sets Table

Creating Archive Sets (PeopleSoft)

Archive Set Object Information Modifying Object Upgrade and Action Values Copying Archive Sets Archive Set Logs Re-archiving Objects Archiving PeopleSoft Project Definitions

Object Migrations (PeopleSoft)

Migration Overview

Synchronizing Your Development Workspace Migrating PeopleSoft Proprietary Objects Migrating Data Objects Migrating File Objects Migrating to Distributed Environments

Running a Migration (PeopleSoft)

Auto-Migrating PeopleSoft Projects Manually Migrating PeopleSoft Projects Pre and Post Migration Steps Point-to-Point PeopleSoft Project Migrations Migrating Non-App Designer PeopleSoft Proprietary Objects

Migration Approvals and Mass Migrations (PeopleSoft)

Marking Archive Sets for Migration Approving Migrations Mass Migrating Objects

Documenting Migrations (PeopleSoft)

Flag Indicators Migration Indicators Migration Details Window

Change Management for Oracle Applications

Object Management (Oracle Applications)

Classification of Supported Objects

File Objects Setup Objects Data Objects Schema Objects Patch Objects

Object Locking and Reservations (Oracle Applications)

The Object Locking Process Physical File Locking Option

Associating Objects with CSRs (Oracle Applications)

Oracle Applications Tab Selecting Migration Paths Assigning Developers Selecting Objects Selecting Lock Options Adding Objects Viewing the Lock Status of an Object Unlocking or Unreserving an Object Re-Prioritizing Reservations Assigning Objects to a Different Developer Removing Objects from a CSR Objects in the Base Environment Defining Working Directories for File Objects Associating Objects from Other CSRs Creating File Objects Editing File Objects

Comparing Objects (Oracle Applications) Viewing your Object Environment (Oracle Applications)

The Tree Structure Environment Info Table

CSR Object Documentation (Oracle Applications)

The Object List Table Object Comments

Patch Management

The Oracle Apps Management Console

Uploading Patches Downloading Patches Defining Patches

Merging Patches Comparing Patches Setting Up Maintenance Steps

Editing Maintenance Steps Defining Command Maintenance Steps Scheduling Maintenance Steps

Associating Patches with CSRs Approving Patches Scheduling Patch Applications and Impact Analysis

Patching R12.2 Environments Patch Impact Analysis Process Requests Patch Application Process Requests

Viewing Process Request Results

Process Request Tab Environment History Tab Rescheduling Requests Changing Process Event Statuses Backing Out Patches

Object Archives (Oracle Applications)

About Archive Sets

Archive Set Types Archive Sets Table

Creating Archive Sets (Oracle Applications)

Archive Set Object Information Copying Archive Sets Deleting Objects Archive Set Logs Re-archiving Objects

Object Migrations (Oracle Applications)

Migration Overview

Synchronizing Your Development Workspace Migrating File Objects Migrating Data Objects Migrating to Distributed Environments

Running a Migration (Oracle Applications)

Pre and Post Migration Steps

Migration Approvals and Mass Migrations (Oracle Applications)

Marking Archive Sets for Migration Approving Migrations Mass Migrating Objects

Documenting Migrations and Process Requests (Oracle Applications)

Flag Indicators Migration Indicators Migration Details Window Viewing Log Files and Agent Messages

Change Management for Generic Applications

Object Management (Generic Applications)

Classification of Supported Objects

File Objects Data Objects Schema Objects

Object Locking and Reservations (Generic Applications)

Understanding Object Reservations and Locks The Object Locking Process

Associating Objects with CSRs (Generic Applications)

Selecting a Migration Path Assigning Developers Selecting Objects Selecting Lock Options Adding Objects Viewing the Lock Status of an Object Unlocking or Unreserving an Object Re-Prioritizing Reservations Assigning Objects to a Different Developer Removing Objects from a CSR Objects in the Base Environment Defining Working Directories for File Objects Associating Objects in File Folders Associating Objects from Other CSRs Creating File Objects Editing File Objects

Comparing Objects (Generic Applications) Viewing your Object Environment (Generic Applications)

The Tree Structure Environment Info Table

CSR Object Documentation (Generic Applications)

The Object List Table Object Comments

Object Archives (Generic Applications)

About Archive Sets

Archive Set Types Archive Sets Table

Creating Archive Sets (Generic Applications)

Archive Set Object Information Copying Archive Sets Deleting Objects Archive Set Logs Re-Archiving Objects

Object Migrations (Generic Applications)

Migration Overview

Synchronizing Your Development Workspace Migrating File Objects Migrating Data Objects Migrating to Distributed Environments

Running a Migration (Generic Applications)

Pre and Post Migration Steps

Migration Approvals and Mass Migrations (Generic Applications)

Marking Archive Sets for Migration Approving Migrations Mass Migrating Objects

Documenting Migrations (Generic Applications)

Flag Indicators Migration Indicators Migration Details Window

Appendix: Troubleshooting Chart

Stat Database Login/Connection CSRs Stat Web Archiving and Migrating Printing

Appendix: Migration Options Appendix: User-Specific Parameters Appendix: Supported PeopleSoft Proprietary Objects Appendix: Stat Reports

Approval Reports Compliance Reports CSR Reports Environment Refresh Reports Graph Reports Issue Tracking Reports Maintenance - General Reports Maintenance - Agent Reports Maintenance - Security Settings Reports Maintenance - Service Domain-Specific Reports Migrations Reports Migrations-Pre 5.7.0 Reports Objects Reports Patch Support Reports PeopleSoft Options Reports Statistics Reports Table Reports Table_Dump Reports Task Reports

Alt. Number (Optional)

Alt. Number (Optional)

This field allows you to enter an alternate telephone number for the customer, if necessary. This information is stored with the current CSR only.

Customer Priority

The value displayed in this field indicates what priority the customer believes his or her request should have. Although the value may actually be different than what you decide the priority should be (as indicated in the Priority field), this is a way to record the customer's sense of urgency in resolving the issue. Customer priority values are service domain-specific and are defined by your system administrator.

Tracking Number (Optional)

If the customer has a tracking number for the issue documented in the CSR or if the request initially came from an external help desk system, you can record it in this free form text field.

Application (Required)

An application defines what product or facet of your enterprise is represented in the CSR. Applications are defined by your system administrator. An example of an application might be PeopleSoft Ver. 7. The user assigned to the CSR must have access to the selected application.

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