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Stat 6.3 - 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

Selecting a Migration Path

In order to associate objects with a CSR, you must specify the environment you want to copy them from. This is done in the Migration Path tab. In Stat, migration paths are logical groupings of environments that serve as road maps for object migrations. They are set up by your system administrator.

Your system administrator creates migration paths based on your business needs. For different situations you have different paths.

Click the Select Migration Path field and select the appropriate migration path. The displayed paths vary, depending on the service domain.
In the Select Default Developer field select the developer you want assigned to the objects by default.
Note that if your selected Workflow has a default VCM Repository assigned to it, that VCM Repository will automatically be assigned on the migration path.
Click Generate Path.

Assigning Developers

Before adding the objects to the CSR, you need to decide which Stat user is going to be making the changes to the objects and therefore needs to be assigned the object lock. If the user is the default user in the Assigned To field, then you can just add the objects and the default user will obtain the lock. If another user needs the lock on the objects, select that user from the drop down list in the Assigned To field. When you add the objects, the user in this field is assigned the object locks. See The Object Locking Process .

Selecting Objects

You can select the objects you want to add to your CSR manually, or you can use the various wizards to select groups of objects. The procedure for manually selecting the objects you want to associate with your CSR is slightly different depending on the class of objects.

To select a PeopleSoft proprietary, data, or schema object, first select the PeopleSoft environment, then the object class and the object type.

In the Environment field select the environment that contains the objects.
The initial object snapshot, the base archive set, always comes from the Base environment. No matter which environment you select in the Environment field, Stat archives the objects from the Base environment. Even if you add objects later, they still come from the Base environment.
When you select an environment, the Object Type field displays a “Loading...” message. During this time, Stat connects to the selected PeopleSoft environment and checks which object types are available.
TIP: If Stat returns a large number of objects, you can quickly locate the particular object you want by typing the first few letters of the object name in the Quick Filter field. As you type, Stat filters the list of objects so that only objects with matching names are displayed.
In the Object Type field, select the type of object you want.

You can select file objects residing in either a PeopleSoft environment or the assigned developer’s working directory.

In the Environment field, do one of the following:
Select Working Directory if you want to add files that exist in the assigned developer’s working directory but not in any of the environments to which Stat has access
Select VCM Repository if you have associated the CSR with a VCM record and you want to archive and migrate objects that reside in the VCM repository
In the Object Type field select the type of file you want.
(Optional) Select Copy to Working.

If you have added a large number of objects to a CSR, you can filter the list of objects so that only the objects you want to view are visible. You can then save the filter settings so that the object list remains filtered the next time you open the CSR.

Click Verify to check the validity of your equation.

Selecting Lock Options

After you select the object(s), you should decide which locking options to use. By default, the objects are set to be locked in all the environments on the migration path, but with proper security rights you can select a different lock option. For more information on object locking, see Object Locking and Reservations (PeopleSoft) .

There are four different lock options:

All on Migration Path – The default setting. Select this option to add and lock/reserve the object(s) in all environments. Stat searches in each environment to determine if the object is already locked or reserved on another CSR.
Current Environment – Select this option if you want to add the object from each environment on the migration path but lock/reserve the object(s) only in the current environment. Stat checks for reservations and locks/reserves the object(s) only in the current environment.
None – This option adds the object(s) to the CSR from each environment on the migration path without issuing a lock on any of them. Although you can archive an object that is not locked in an environment, you cannot migrate the object to an environment in which it is not locked. You should select this option if you are associating the object(s) to a CSR for documentation purposes only, and you are not going to make any changes to the object(s).
Reserve if locked – This option automatically requests a reservation if the object(s) are locked by another CSR. If this box is not checked and the object(s) are locked by another CSR, Stat prompts you for an action.
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