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by Jim Marion, Paula Dean, Marion Jim, Dean Paula
PeopleSoft PeopleTools Data Management and Upgrade Handbook
CoverĀ
Copyright
Dedication
About the Authors
ContentsĀ
Foreword
Acknowledgments
Introduction
Part I: Data Management
1. Understanding Data Management
PeopleSoft Database Structure
Database System Catalog Layer
PeopleTools Layer
Application Data Layer
Application Data Layer Management Tools
Application Designer
Data Mover
Data Archive Manager
Data and Configuration Auditing Tools
Conclusion
2. Data Management with Application Designer
Abstract Data Modeling
Field Definitions
Record Definitions
Indexes
Views
Managing DDL Models
Data and System Audits
DDDAUDIT
SYSAUDIT and SYSAUD01
Conclusion
3. Understanding PeopleSoft Data Mover
What Is Data Mover?
Installing Data Mover
Configuration Manager
Security
Writing and Running Data Mover Scripts
Your First Data Mover Script
Running Scripts at the Command Line
Bootstrap Mode
Data Mover in the Upgrade Process
Creating Your Own Upgrade Data Mover Scripts
Conclusion
4. Data Archive Manager
Running a Delivered Data Archive Manager Process
Archive Objects
Archive Templates
Archive Processing
Creating Your Own Archives
Archiving User Profiles
Archiving Process Scheduler Data
Extending Delivered Archive Definitions
Conclusion
Part II: Change Management
5. Change Management Overview
PeopleSoft Update Package Types
Patching Strategies
Change Management Tools
Environment Management Framework
Change Assistant
Change Impact Analyzer
Change Control
Conclusion
6. Environment Management Framework
The EMF Hub
Configuration
Logging
Clearing the EMF Hub Cache
Configuring a Standalone EMF Hub
EMF Agents
Configuration
Logging
Running the Agent
Using the EMF Viewer
Securing EMF
Database Cloning Considerations
Conclusion
7. Change Assistant
Setting Up Change Assistant
Installing Change Assistant
Configuring Change Assistant
Applying Application Updates Through Change Assistant
Using the Gateway
Manual Discovery
Patching
Dealing with Errors
Creating Custom Change Packages
Creating Data Migration Scripts
Creating the App Designer Change Project
Conclusion
8. Change Impact Analyzer
Setup, Installation, and Configuration
Installing a JDBC Driver
Configuration
Preprocessing
PeopleCode and File Preprocessing
Analyzing Change
Workspaces
Full Analysis
Targeted Analysis
Analyzing Change Packages
Find In
Rules
Definition Name
Definition Print Name
Java Rule
Rule
Conclusion
9. Change and Version Control
PeopleTools Change Control
Locking
History
Stamping
Configuring Change Control
Enabling Change Control
Using Change Control
Change Control Reporting
Managing Multiple Databases
Change Control with Upgrades
Version Control
File-based Version Control
Specialized Version Control Products
Conclusion
Part III: Upgrades
10. Upgrade Overview
Does Change Require an Upgrade?
PeopleSoft Upgrades
Compare Reports
PeopleSoft Test Framework
Upgrade Tips and Techniques
Pain Avoidance
11. Compare Reports
Our First Compare
Creating a Sample
Running the Compare
Interpreting the Compare Report
Interpreting Upgrade Flags
Selecting the Source
Running a Compare and Report Against a Maintenance Pack
Filtering Results
Conclusion
12. PeopleSoft Test Framework
Installing PeopleSoft Test Framework
Environment Prerequisites
Install PTF
My First Test
Creating a Profile
Troubleshooting Connections
Execution Profiles
Creating a Test
Reviewing Logs
Using PTF to Verify and Reset Configurations after Upgrade
Library Tests
Automated Test Suites
Creating Shell Tests
Test Case Reporting
Conclusion
13. Upgrade Tips and Techniques
Planning the Upgrade
Upgrade Types
Upgrade Timeframe
Upgrade Team
Performing the Upgrade
Creating a New Demo Database
PeopleTools Upgrade
Virtualizing the Application Upgrade
Adjusting Upgrade Flags
Reconfiguring the Application
Conclusion
Part IV: Appendixes
A. Manually Applying Patches and Bundles
Download the Update
Extract the Update Archive
Apply the Update
Identify Maintenance Documentation
Follow the Instructions
Change Projects
Files
Binary File Considerations
Conclusion
B. Data Mover Commands and Syntax
CHANGE_ACCESS_PASSWORD
CREATE_TEMP_TABLE
CREATE_TRIGGER
ENCRYPT_PASSWORD
EXPORT
IMPORT
RENAME
REPLACE_ALL
REPLACE_DATA
REPLACE_VIEW
RUN
SWAP_BASE_LANGUAGE
SET Statements
Standard SQL Commands
Nonstandard SQL Commands
Meta-SQL Statements
Conclusion
Index
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Prev
Previous Chapter
About the Authors
Next
Next Chapter
Foreword
Contents
FOREWORD
ACKNOWLEDGMENTS
INTRODUCTION
PART I
Data Management
1 Understanding Data Management
PeopleSoft Database Structure
Database System Catalog Layer
PeopleTools Layer
Application Data Layer
Application Data Layer Management Tools
Application Designer
Data Mover
Data Archive Manager
Data and Configuration Auditing Tools
Conclusion
2 Data Management with Application Designer
Abstract Data Modeling
Field Definitions
Record Definitions
Indexes
Views
Managing DDL Models
Data and System Audits
DDDAUDIT
SYSAUDIT and SYSAUD01
Conclusion
3 Understanding PeopleSoft Data Mover
What Is Data Mover?
Installing Data Mover
Configuration Manager
Security
Writing and Running Data Mover Scripts
Your First Data Mover Script
Running Scripts at the Command Line
Bootstrap Mode
Data Mover in the Upgrade Process
Creating Your Own Upgrade Data Mover Scripts
Conclusion
4 Data Archive Manager
Running a Delivered Data Archive Manager Process
Archive Objects
Archive Templates
Archive Processing
Creating Your Own Archives
Archiving User Profiles
Archiving Process Scheduler Data
Extending Delivered Archive Definitions
Conclusion
PART II
Change Management
5 Change Management Overview
PeopleSoft Update Package Types
Patching Strategies
Change Management Tools
Environment Management Framework
Change Assistant
Change Impact Analyzer
Change Control
Conclusion
6 Environment Management Framework
The EMF Hub
Configuration
Logging
Clearing the EMF Hub Cache
Configuring a Standalone EMF Hub
EMF Agents
Configuration
Logging
Running the Agent
Using the EMF Viewer
Securing EMF
Database Cloning Considerations
Conclusion
7 Change Assistant
Setting Up Change Assistant
Installing Change Assistant
Configuring Change Assistant
Applying Application Updates Through Change Assistant
Using the Gateway
Manual Discovery
Patching
Dealing with Errors
Creating Custom Change Packages
Creating Data Migration Scripts
Creating the App Designer Change Project
Conclusion
8 Change Impact Analyzer
Setup, Installation, and Configuration
Installing a JDBC Driver
Configuration
Preprocessing
PeopleCode and File Preprocessing
Analyzing Change
Workspaces
Full Analysis
Targeted Analysis
Analyzing Change Packages
Find In
Rules
Definition Name
Definition Print Name
Java Rule
Rule
Conclusion
9 Change and Version Control
PeopleTools Change Control
Locking
History
Stamping
Configuring Change Control
Enabling Change Control
Using Change Control
Change Control Reporting
Managing Multiple Databases
Change Control with Upgrades
Version Control
File-based Version Control
Specialized Version Control Products
Conclusion
PART III
Upgrades
10 Upgrade Overview
Does Change Require an Upgrade?
PeopleSoft Upgrades
Compare Reports
PeopleSoft Test Framework
Upgrade Tips and Techniques
Pain Avoidance
11 Compare Reports
Our First Compare
Creating a Sample
Running the Compare
Interpreting the Compare Report
Interpreting Upgrade Flags
Selecting the Source
Running a Compare and Report Against a Maintenance Pack
Filtering Results
Conclusion
12 PeopleSoft Test Framework
Installing PeopleSoft Test Framework
Environment Prerequisites
Install PTF
My First Test
Creating a Profile
Troubleshooting Connections
Execution Profiles
Creating a Test
Reviewing Logs
Using PTF to Verify and Reset Configurations after Upgrade
Library Tests
Automated Test Suites
Creating Shell Tests
Test Case Reporting
Conclusion
13 Upgrade Tips and Techniques
Planning the Upgrade
Upgrade Types
Upgrade Timeframe
Upgrade Team
Performing the Upgrade
Creating a New Demo Database
PeopleTools Upgrade
Virtualizing the Application Upgrade
Adjusting Upgrade Flags
Reconfiguring the Application
Conclusion
PART IV
Appendixes
A Manually Applying Patches and Bundles
Download the Update
Extract the Update Archive
Apply the Update
Identify Maintenance Documentation
Follow the Instructions
Change Projects
Files
Binary File Considerations
Conclusion
B Data Mover Commands and Syntax
CHANGE_ACCESS_PASSWORD
CREATE_TEMP_TABLE
CREATE_TRIGGER
ENCRYPT_PASSWORD
EXPORT
IMPORT
RENAME
REPLACE_ALL
REPLACE_DATA
REPLACE_VIEW
RUN
SWAP_BASE_LANGUAGE
SET Statements
Standard SQL Commands
Nonstandard SQL Commands
Meta-SQL Statements
Conclusion
Index
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