Data Migration Workbench Automate & Audit Configuration Management Across PeopleSoft Environments

Transcription

1 Data Migration Workbench Automate & Audit Configuration Management Across PeopleSoft Environments Session ID: Data Migration Workbench functionality and configuration session Prepared by: Brian Kempfer Business Advisory Services Senior Solution Architect Grant Thornton LLP

2 Your presenter Brian Kempfer Senior Solution Architect, Grant Thornton Kansas City, MO Executive summary Brian Kempfer is a Senior Solutions Architect with Grant Thornton in the Technology Solutions practice. Brian has more than 18 years of PeopleSoft experience and specializes in providing innovative technical solutions across a broad range of industries. His expertise includes technical management, process analysis, system design, development, and implementation. He brings extensive technical experience with solution implementations and upgrades ranging from custom development to packaged systems. Prior to joining Grant Thornton, he worked as a Senior Solution Architect at MarketSphere Consulting. 2

3 About Grant Thornton One of the world's leading organizations of independent audit, tax and advisory firms Grant Thornton LLP 2 (U.S.) $1.4 billion revenues 6,456 personnel partners 38,000 people in over 100 countries 65% of Forbes Global 100 companies served by Grant Thornton International member firms 57 offices Grant Thornton International Ltd 1 US $4.7 billion revenues 40,197 personnel 3 2,975 partners 6 th largest global accounting and consulting firm 58% of of Fortune Fortune offices 3

4 Grant Thornton: 2015 Oracle Excellence Award winner We are proud to serve Serta Simmons Bedding, LLC, winner of the 2015 Oracle Excellence Award for Fusion Middleware Innovation in the Big Data and Business Analytics category 100% improvement in Analytics due to system stability and enhanced analytics 90% reduction in Time to Produce Standardized Reporting with 9 business days saved per month 275% improvement in Availability Access to the analytic reports by users Left to right: Siddhartha Agarwal, Oracle John Miksich, Grant Thornton Robert Bosley, Serta Simmons Bedding Jeff Silverman, Grant Thornton Carl Yost, Grant Thornton Matthew Bradley, Oracle 4

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8 Agenda What is Data Migration Workbench? Components of Data Migration Workbench Data set components Data set flow Project Manager Requirements of Data Migration Workbench Recommendations for Using Data Migration Workbench Example: Setting up Data Migration Workbench Using Data Migration Workbench 8

9 What is Data Migration Workbench? Data Migration Workbench facilitates the Configuration Management process using Application Data Sets (ADS) as its underlying transport technology. Data Migration Workbench provides the ability to move, compare, validate and merge configuration data. Configuration data includes: setup data application data tools configuration managed objects The Data Migration Workbench is designed to manage the complexity of migrating configuration data across multiple PeopleSoft systems. The Data Migration Workbench provides the ability for any authorized developer to easily define application data sets, create and modify projects and to compare and copy the objects in the projects similar to the way managed objects have been copied and compared for many years. 9

10 Components of Data Migration Workbench The main interactive components of the Data Migration Workbench are: Data Set Designer - used to define the structure and properties of data sets. Project Manager - used to: Define data migration project content. Launch copy, compare and validation operations for projects. View compare and validation results, and modify the instances and groups that will be copied. File Location Manager - used to determine file locations where project files can be copied to or from, results, and modify the instances and groups that will be copied. 10

11 Components of Data Migration Workbench Data Set Designer Application Data Set definitions are like record definitions: record definitions define a group of fields that constitute a record; data set definitions define a group of records that constitute a data set. Both record definitions and data set definitions are metadata that define the shape of data. Application Data Sets enable developers to use PeopleSoft Pure Internet Architecture (PIA) to create data set definitions as a hierarchy of records with some collective properties. A data set definition defines the shape of data set instances. 11

12 Components of Data Migration Workbench Data Set Designer Data Set Components 12

13 Components of Data Migration Workbench Project Manager Data Migration Workbench shows the current status of a project and prevents inconsistent actions. Once you have defined the data migration project, you can copy the data to a file that can later be compared or copied on another PeopleSoft database. The Data Migration Workbench uses a Project Repository for copying files. The Project Repository is defined in the database as a repository name, an associated file path and one or more areas (sub folders) that can contain project files. The purpose of Project Repository is to avoid manually copying project files from one system to another by promoting common definition of shared file locations and providing better security for administrative control of the places that project files can be copied to. 13

14 Components of Data Migration Workbench Flow This diagram shows the flow for creating and copying data sets. 14

15 Requirements of Data Migration Workbench The Application Server and Process Scheduler must both have access to project files using the same path. Otherwise manual movement of the data files will be necessary. The data set definition must exist on the target database before loading a data set project to the target database. The shape of a data set is defined by the records and fields included in the data set. Data set records must be physical records that have at least one primary key. All child records must include the primary keys of the parent record, but may also have additional primary keys. 15

16 Recommendations for Using Data Migration Workbench Data set projects are meant for relatively small data sets. Although data set security has been improved in PeopleTools 8.54, and is more secure than some other migration technologies, data migration via DMW is intended to be used for data that does not contain sensitive data. Do not change the source Data Migration Project file after the compare has been performed. If the source data file is changed, any compares must be re-ran. Setting up the Project Repositories and areas is a one-time activity. The directories should first be created by a system administrator with read/write access permissions for the users who will start the application and process schedule servers. 16

17 Example - Setting up Data Migration Workbench Manage File Locations Ensure that you or your administrator creates a folder for the data. In this case we have multiple folders under our "dmw" directory. Note: This is on a NT application server. 17

18 Example - Setting up Data Migration Workbench Manage File Locations Navigation: PeopleTools > Lifecycle Tools > Migrate Data > Manage File Locations 18

19 Example - Setting up Data Migration Workbench Manage File Locations Create a location name. Add a description. Set the path. Here you will see your folders listed under that path. 19

20 Example - Setting up Data Migration Workbench Create Data Set Navigation: PeopleTools > Lifecycle Tools > Migrate Data > Data Set Designer In this example, we will create our own Data Set (IHUB_DATA) instead of using a delivered Data Set. 20

21 Example - Setting up Data Migration Workbench Create Data Set Add primary Record 22

22 Example - Setting up Data Migration Workbench Create Data Set Add Child Records Note: The record must contain the primary key from the parent record. 23

23 Example - Setting up Data Migration Workbench Create Data Set Once all records have been added, the page should look like this. 24

24 Example - Setting up Data Migration Workbench Create Data Set Use the Relations page to define the relationship of this data set to other data sets. This is a screenshot of the "Relations" page, which is not being used in this example. 25

25 Example - Setting up Data Migration Workbench Create Data Set Groups are used to define sets of records and/or fields for which some common processing is required. The processing is controlled by the properties associated with the groups. This is a screenshot of the "Groups" page, which is not being used in this example. 26

26 Example - Setting up Data Migration Workbench Create Data Set Use the Properties page to assign properties to the data set. This is a screenshot of the "Properties" page, which is not being used in this example. The following properties are available on this page: The MO_DEL_TABLE property is used to identify the name of the delete table for the managed object. The MO_NAME property is used to designate the data set as a managed object. The MO_VERSION property is used to specify the OBJECTTYPENAME of a row in PSVERSION and PSLOCK for the managed object. This information is used to synchronize cache when the object is updated. 27

27 Example - Setting up Data Migration Workbench Create Data Set Use the Validation page to define the extension application class that will be used by the object owner to provide custom PeopleCode to validate, transform, and/or merge data set instances. This is a screenshot of the "Validation" page, which is not being used in this example. 28

28 Example - Setting up Data Migration Workbench Create Data Set Any new Data Set definition needs to be migrated from the source environment to the target environment using Application Designer. Here are the steps: Create a project in Application Designer and insert the Data Set Definition. Migrate the project from the source environment to the target environment. 29

29 Example - Setting up Data Migration Workbench Create Project Navigation: PeopleTools > Lifecycle Tools > Migrate Data > Data Migration Workbench Add a new project. 30

30 Example - Setting up Data Migration Workbench Create Project Add Data Set IHUB_DATA. After adding Data Set Name (new page automatically opens) 31

31 Example - Setting up Data Migration Workbench Create Project Add Data Set IHUB_DATA. After adding Data Set Name (new page automatically opens) Press the "Search" button. 32

32 Example - Setting up Data Migration Workbench Create Project Select the data to be migrated. Press "Insert Content" button. 33

33 Example - Using Data Migration Workbench Copy to File Once saved, you will return to the main project page. Press the "Copy to File" button. 35

34 Example - Using Data Migration Workbench Copy to File Ensure that the "Area Name" is set correctly. Press "Run". 36

35 Example - Using Data Migration Workbench Copy to File Ensure that the "Server Name" is set to the appropriate server where you have the area defined. In this case 'NT'. 37

36 Example - Using Data Migration Workbench Copy to File When you return from kicking off the process, you can press the "Refresh" icon or check Process Monitor manually. Notice that the "Project State" changes. 38

37 Example - Using Data Migration Workbench Copy to File Below is a screenshot of the data files within the designated area on our NT server. 39

38 Example - Setting up Data Migration Workbench Check Integrity Press the "Check Integrity" button to validate data integrity. 40

39 Example - Using Data Migration Workbench Check Integrity Notice the "Project State" after the process has run. Notice that there are 2 messages. Press the hyperlink ("2") under the "Message" label. 42

40 Example - Using Data Migration Workbench Check Integrity Press on the hyperlink below the "Messages" label to view the message. 43

41 Example - Using Data Migration Workbench Load Data Log into the target environment and navigate to Data Migration Workbench. Enter the project name (IHUB_DATA for this example). Press the "Load Project From File" hyperlink. 44

42 Example - Using Data Migration Workbench Load Data The "Load Project From File" page will appear. Select the project name and press the "Load" button. 45

43 Example - Using Data Migration Workbench Load Data The Data Migration Workbench project page will open. Notice the "Project State" status. 46

44 Example - Using Data Migration Workbench Load Data Compare the data to see changes. 47

45 Example - Using Data Migration Workbench Load Data After the compare has run, notice the "Project State" field. Press the "2" hyperlink under the "Differences" label to see the differences. 48

46 Example - Using Data Migration Workbench Load Data Press on the "Details" icon to see the differences. 49

47 Example - Using Data Migration Workbench Load Data Online view of the current data. Notice that "Archive Filepath" has a value of "test". 50

48 Example - Using Data Migration Workbench Copy Data It has been determined that we want to copy the data. Therefore, back on the Data Migration Workbench page, the "Submit for Copy" button is pressed. Here we select the Data Set name to be copied. The "Merge Target Configurations" and "Check Integrity After Copy" check boxes have also been checked. 51

49 Example - Using Data Migration Workbench Copy Data After the copy process has completed, the Data Migration Workbench page will show the "Project State" along with any messages. Press the "2" under the "Messages" label to see the messages 52

50 Example - Using Data Migration Workbench Copy Data After pressing the "2" under the "Messages" label, the same page appears with the messages. Press the "Details" icon to see the details. 53

51 Example - Using Data Migration Workbench Load Data Online view of the data after the migration. Notice that "Archive Filepath" now has no value. 54

52 Thank You! Please remember to fill out your evaluations. 55

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