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PeopleSoft PeopleTools Data Management and Upgrade Handbook

Book Description

Master Oracle’s PeopleSoft PeopleTools Data Administration and Upgrade Toolset

Maximize data integrity, maintain peak application performance, and keep your PeopleSoft environment up to date.PeopleSoft PeopleTools Data Management and Upgrade Handbook explains the latest techniques and provides best practices, case studies, and programming examples. Find out how to develop and deploy data mover scripts, audit database health, apply patches, and generate project comparison reports. This Oracle Press guide offers thorough coverage of Oracle’s PeopleSoft life cycle management tools.

  • Understand PeopleSoft PeopleTools architecture
  • Manage metadata using PeopleSoft Application Designer
  • Create and execute PeopleSoft Data Mover scripts
  • Learn how to use PeopleSoft Data Archive Manager Read best practices for applying updates, patches, and fixes
  • Implement PeopleSoft change control features
  • Build automated functional tests
  • Plan and execute application and platform upgrades

Table of Contents

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