Stat 6.3 - User Guide

Migration Approvals and Mass Migrations (PeopleSoft)

Stat provides advanced version control and change management support in the form of migration approvals and mass migrations:

Marking Archive Sets for Migration

When you want to perform a migration that requires approval, or you want to flag an archive set for a mass migration, the first step is to mark the archive set for migration. This is done either by individually selecting the Ready to Migrate option on the Objects tab of the CSR window, and then selecting the environment(s) that you want to target, or by marking multiple archive sets in the Ready to Migrate window.

NOTE: The security right, PS Archive Set - Ready to Migrate, allows you to mark an archive for a migration even if you do not have the user class rights to perform migrations. This way, users that have migration rights can migrate your archive set for you.

NOTE: In the table displayed in the right section of the Target Environments window, distribution environments and their associated distributed environments are designated by small blue and yellow icons, respectively. When you select Migrate for a distribution environment, all the environments on its distribution list are selected as well. Also, you cannot select a distributed environment without selecting its distribution environment as well.

NOTE: If you later decide you do not want to migrate to a particular environment, deselect it in the Target Environments window. When you click OK or Apply, any approval requests that were generated the first time are deleted.

The Ready to Migrate window displays all the archive sets that have not yet been individually marked for migration and which share the same release label and environment on the migration paths of their respective CSRs. After you specify the target environment and release label, Stat retrieves all the qualifying archive sets that have not been marked for migration. Retrieved archive sets are marked for migration by default. You can unmark any archive set you do not want marked as Ready to Migrate.

NOTE: A Minor release is considered a branch of its parent release. This means that when you select a minor release label, Stat retrieves all the archive sets assigned the parent release labels as well. For example, using a typical version sequence, if you select the release label 2.2.1, Stat also retrieves archive sets assigned its parent release labels, 2.2 and 2.0.

Approving Migrations

Before you can migrate an archive set into a PeopleSoft environment, you may need to get the migration approved by users authorized to approve migrations into that environment. Conversely, if you have been designated as a migration approver for a particular environment by your system administrator, other users may need your approval before they can migrate archive sets into that environment. Migration approvals are environment-specific. They provide a way for users (typically managers and development leaders) to monitor and control migrations into environments containing sensitive information, such as object definitions that should not be modified or overwritten.

Approval lists can be either required or optional and can include individual users, entire user classes, or a combination of the two. Although system administrators can add any user or class to an approval list, be aware that only users that have access to an environment (as determined by system administrators in the User Maintenance table) will be able to approve a migration into that environment or receive email notifications regarding their pending approval. If an approver does not have access to the environment, the migration cannot be approved until either the user is granted access to the environment or the migration’s approval requirements are overridden by another user with proper security rights.

TIP: To check whether migrations into a particular environment require approvals or not, see the Approval Required column in the environment table of the Target Environments window.

For more information on migration approvals, see the Stat System Administration Guide, Chapter 4, “General Maintenance Tables.”

IMPORTANT: A migration cannot go forward if just one approver rejects the migration, even if that user’s approval is not otherwise required. Before the migration can occur, either the user or another user authorized to override migration approvals must change their approval status from Rejected to Approved or to Pending.

TIP: Double-click an approval record to open its associated CSR.

TIP: With proper security rights, you can also change the status of your own migration approvals.

You can also approve the migration of an archive set in the Target Environments window of the CSR.

TIP: With proper security rights, you can make approvals for other users. You can also unapprove all approvals by clicking Unapprove All. This allows you to deselect the Ready to Migrate check box for the target environment. When you override another user’s approval, Stat records you as the approver, not the user originally assigned to make the approval.

You can view records of migration approvals from the Migration Details window. For more information, see Documenting Migrations (PeopleSoft) .

If you want to notify users about migrations that are still pending their approval, you can email a message predefined by system administrators. In the tree list of approvers, select the node representing the user or class that you want to notify and click Email. An email job request is sent to the Stat Central Agent, which processes the request and sends an email to the user you selected or to each member of the selected class. A “@” sign is displayed for that approver node in the Envelope field of the Approval List tab.

NOTE: The Email button is disabled once the approval requirements of a migration have been satisfied.

System administrators can also configure the Stat Central Agent to include links in the reminder message that the recipient can click to approve or reject the migration. This sends an email back to the Stat Central Agent, which processes the response email and changes the approval status to Approve or Reject, depending on which link the approver selected.

NOTE: When an approval status is changed by responding to a reminder message, the Update Date field in the Approval List window will be automatically populated and the Update By field will display the value, Via Email.

Approval notification reminder messages can also be sent for workflow status transfers. For more information, see the book Stat System Administration, Chapter 7, “Email Configuration”.

Mass Migrating Objects

If you need to migrate several archive sets to the same environment, rather than migrate them one at a time, you can perform a mass migration. There are two types of mass migration supported by Stat:

Because mass migrations can include objects assigned to different users and belonging to different CSRs, it is recommended that a limited number of users be allowed to perform mass migrations. With proper security, users can perform mass migrations that override workflow rules and approval requirements. In addition, Stat features the Release Recovery window, which allows users to perform application release mass migrations that override workflow rules, approval requirements, and object locks. For more information, see Release Recovery Window .

TIP: You can resize the window and the panels as needed to view the complete listing of archive sets and objects.

TIP: You can set a default value to be displayed in the Module field. To do this, select User Options | Stat Options. Then in the Stat User Options window, select the value you want in the Default Module field.

NOTE: A Minor release is considered a branch of its parent release. This means that when you mass migrate archive sets based on a minor release label, Stat migrates all the archive sets assigned the parent release labels as well. For example, using a typical version sequence, if you mass migrate archive sets labeled release 2.2.1, Stat also migrates archive sets assigned its parent release labels, 2.2 and 2.0. When the same object is found in archive sets with different release labels, Stat migrates the object with the latest release label.

NOTE: Using the Ready to Migrate method, if the same object exists in two or more archive sets, Stat displays a message box prompting you to select which object you want to migrate.

IMPORTANT: If you opt to use a Stat-defined name for the PeopleSoft project created by Stat during a mass migration, Stat uses the naming convention, “SM######,” as opposed to “ST######.” Also, if you opt to define your own name for the project, the name must be uppercase and no longer than 28 characters. Stat appends the letters “SM” to the beginning of user-defined names to identify mass migration projects.

The following considerations apply to mass migrating to distribution environments:

The mass migration cannot proceed for the following situations:

If any archive set is causing errors when mass migrating, you can opt not to include that archive set in the mass migration. You can then mass migrate the other archive sets and resolve the issue at a later time.