non-comparable object tools for peoplesoft

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NON-COMPARABLE OBJECT TOOLS Filling in the Gaps in PeopleSoft’s Release Management Tools Leandro Baca

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Page 1: Non-Comparable Object Tools for PeopleSoft

NON-COMPARABLE OBJECT TOOLS

Filling in the Gaps in PeopleSoft’s Release

Management Tools

Leandro Baca

Page 2: Non-Comparable Object Tools for PeopleSoft

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NON-COMPARABLE OBJECTS

• 7 PeopleTools object types cannot be subjected to Compare Reports or “Copy to/from File” operations in Application Designer

• Trees

• Access Groups

• Roles

• Message Catalog Entries

• Dimensions

• Cubes

• Cube Instances

Page 3: Non-Comparable Object Tools for PeopleSoft

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NON-COMPARABLE OBJECT TOOLS

• Three tools

• Compare and Report on non-comparable objects

(through Integration Broker)

• Copy objects between environments (through

Integration Broker)

• Automatically generate Data Mover scripts to

copy non-comparable objects to/from file

• Enable direct compare and copy operations

across networks

Page 4: Non-Comparable Object Tools for PeopleSoft

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VS. DATA MIGRATION WORKBENCH

• Introduced in PeopleTools 8.53, DMW provides similar functionality

• However, DMW is unwieldy

• Requires access to file servers

• Requires in-depth knowledge of PS_*_HOMEs

• Requires dealing with file permissions and ownership

• Forces you to work with separate projects

• In Addition, the Non-Comparable Object Tools enable full database compares

Page 5: Non-Comparable Object Tools for PeopleSoft

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USE CASES

• Day-to-day release management DevOps

• Avoid losing customizations when applying

PeopleSoft patches

• Avoid losing customizations during upgrades

• Reduce release management errors due to

hand-coded DMS

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SIMPLE INTEGRATION BROKER DEPLOYMENT

• Set up routings between your environments

• Enforce logical environment sequencing during release management

• Use standard security to limit who can run Compare Reports and project copies

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START BY OPENING A PROJECT DEFINITION

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LAUNCH COMPARE PROCESS: SELECT TARGET

• Target environments filtered by IB routings

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SET COMPARE OPTIONS

Page 10: Non-Comparable Object Tools for PeopleSoft

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CHOOSE COMPARE SCOPE

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EXAMPLE FOR FULL DATABASE COMPARE

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COMPARE REPORT AVAILABLE ONCE COMPLETE

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UPGRADE VIEW DETAILS: SAMPLE

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UPGRADE VIEW DETAILS: SAMPLE

• View adapted to object type

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COMPARE REPORT RESULTS STORED IN TABLES

Page 16: Non-Comparable Object Tools for PeopleSoft

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LAUNCH COPY PROCESS: SELECT TARGET

• Target environments filtered by IB routings

• Independent from Compare process permissions

Page 17: Non-Comparable Object Tools for PeopleSoft

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CHOOSE COPY SCOPE AND LAUNCH

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LAUNCH EXPORT PROCESS: SCOPE AND OPTIONS

Page 19: Non-Comparable Object Tools for PeopleSoft

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REVIEW AND DOWNLOAD DATA MOVER SCRIPTS

• Configurable file headers

Page 20: Non-Comparable Object Tools for PeopleSoft

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FUTURE ENHANCEMENTS

• BI Publisher template for Compare Reports (for

printable version)

• Integrate Compare Report results with the Text

Diff bolt-on (see separate slideshow)