PeopleSoft Compare Process
Agenda Describe Compare Process Run Compare and Report Viewing Compare Report
Describing the Compare Process Source and Target Database PeopleSoft Application Designer enables us to compare the contents of the database to which we are signed on (or project within) with the target database or an exported project file It enables us to view the status of each definition in each location so we can then decide There are two ways to compare definitions: Compare all database definitions of a certain type, such as record definitions. After doing so, we populate the upgrade project with only the definitions that are defined differently in the source than in the target Compare only the definitions in the current upgrade project to the equivalent definitions in the target database or file
Describing the Compare Process Source and Target Database When performing comparisons between source and target definitions, PeopleSoft Application Designer enables us to: Generate workspace reports These reports appear in the PeopleSoft Application Designer workspace immediately after the compare process completes Generate browser reports These reports are written to HTML and XML files enabling us to open the report in a browser, share the report with coworkers easily, and store report data in an industry-standard format Visually compare page definitions This feature enables us to view the source and target page definitions sideby-side with differences clearly marked
Describing the Compare Process Source and Target Database When performing comparisons between source and target definitions, PeopleSoft Application Designer enables us to: Visually compare and merge text definitions This feature enables us to view the source and target PeopleCode, SQL, definitions side-by-side with differences clearly marked Both the source and target database must be on the same PeopleTools release to run Compare and Report The source database is the source of new changes The target database is the database to which we will eventually copy the definitions
Describing the Compare Process Database Compare In a database compare, each comparison process examines a single definition type It compares the source definitions to the target definitions in its set of PeopleTools definition tables Its goal is to determine for each definition in its tables if there are differences between them in the source and target Only definitions that differ in some way (existence or attributes) are included in the comparison upgrade project Each comparison process can add definition names to a single upgrade project
Describing the Compare Process Database Compare This diagram shows how a database compare populates the project automatically
Describing the Compare Process Project Compare For a project compare, the system compares only the items listed in the project
Describing the Compare Process Compare Process Conceptual Flow This diagram shows the conceptual process of comparing the source and target for a Database Compare
Describing the Compare Process Compare Process Conceptual Flow Compare process Example An example of a project before the compare is shown below: After the compare process runs, the project is updated, as shown below
Describing the Compare Process Compare Process Conceptual Flow Definition Status Unknown - Definition has not been compared. This is the default status for all definitions inserted manually into a project and the permanent status of all non-comparison definitions Absent - The definition was found in the other database, but not in this one. When upgrading to a new PeopleSoft release, all new PeopleSoft definitions should have Absent status in the target database and all of your custom definitions should have Absent in the source database Changed - The definition has been compared, the LASTUPDOPRID value is PPLSOFT, and the LASTUPDDTM value is greater than the date/time stamp of the comparison release database. This indicates that PeopleSoft modified the definition since the comparison release
Describing the Compare Process Compare Process Conceptual Flow Definition Status Unchanged - The definition has been compared, the LASTUPDOPRID value is PPLSOFT, and the LASTUPDDTM value is less than or equal to the date/time stamp of the comparison release database. This indicates that PeopleSoft modified the definition prior to the comparison release *Changed - The definition has been compared, the LASTUPDOPRID value is not PPLSOFT, and the LASTUPDDTM value is greater than the date/time stamp of the comparison release database. This indicates that a customer modified the definition since the comparison release *Unchanged - The definition has been compared, the LASTUPDOPRID value is not PPLSOFT, and the LASTUPDDTM value is less than or equal to the date/time stamp of the comparison release database. This indicates that a customer modified the definition prior to the comparison release
Describing the Compare Process Compare Process Conceptual Flow Definition Status Same - The definition has been compared and is defined the same in both databases. When a definition in one database has this status its counterpart in the other database will have the equivalent status. This status can be seen when performing a project comparison because with a project comparison the definitions are static; the project is not repopulated based on the comparison results. This status is not seen in a database comparison, because when doing so the project is populated only with definitions defined differently
Describing the Compare Process Compare Process Conceptual Flow How the System knows what changed? The PeopleSoft system records the modified date and time and which user modified the definition in: PSRELEASE - All PeopleSoft databases have a system table, PSRELEASE, that contains rows of data for every release level at which the database has existed Various definition tables Definition status is determined by the LASTUPDOPRID and LASTUPDDTTM columns in the PeopleTools tables This LASTUPDDTTM field is compared to the RELEASEDTTM field in PSRELEASE
Describing the Compare Process Compare Process Conceptual Flow Actions - The Compare process assigns default actions for each definition, depending on what needs to be done to make the target database consistent with the source database the major goal of a comparison upgrade Although the actions can be changed, we should leave the default action that was generated by the system, and override the upgrade setting Action types include:
Describing the Compare Process Compare Process Conceptual Flow Action types include: One of these action types is assigned to every definition in a comparison project and in the upgrade reports However, these actions are not necessarily carried out during the Copy process The upgrade setting makes that determination
Program Agenda Describe Compare Process Run Compare and Report Viewing Compare Report <Insert Picture Here>
Run Compare and Report Run Compare and Report To run Compare and Report: 1. Select Tools, Compare and Report, To Database 2. Sign on to the target database 3. Set Upgrade Options 4. Select definition types to compare 5. Click Compare
Run Compare and Report Run Compare and Report Use the Compare and Report dialog box to select the definition types to compare and start the compare process
Run Compare and Report Run Compare and Report By default, the Update Project Item Status and Child Definitions check box is selected If this check box is cleared, the compare report will be produced, but the definition status will not be updated in the project Child definitions apply only to records and fields in which record fields are the child definitions of the record, and field labels are the child definitions of record fields When a child item is found to be different between the two places, then that item is inserted into the project so the child item can then be copied as a unique item When this option is cleared, no child items are deleted nor inserted into the project.
Run Compare and Report Run Compare and Report This example shows that with the option cleared, the status in the project is not updated This example shows that with the option selected, child definitions are added to the project
Run Compare and Report Run Compare and Report Compare Options Compare Type - Database: Creates a project of definitions that differ between the two databases Project: Determine the status of definitions in the existing project Target Orientation - PeopleSoft Vanilla: Favors PeopleSoft-delivered definitions Keep Customizations: Favors customizations Compare Languages - Enables you to select the languages that you will be comparing Comparison Release: Uses date and time stamps in PSRELEASE Date: Enables you to set a date from which to compare
Run Compare and Report Run Compare and Report Compare Options
Run Compare and Report Run Compare and Report Report Options The Report Options tab contains settings for: Report Output PeopleCode Report Report Data Color
Run Compare and Report Run Compare and Report Report Options Report Output Directory To change the report output directory path:» 1. Select Tools, Options from the Application Designer toolbar» 2. Select the General tab to enter a new report output directory path Browser Reports When the generate browser reports check box is selected, xml reports are created by project in a subdirectory in the report output directory CompareViewer.html is also added to the report directory for viewing the reports
Run Compare and Report Run Compare and Report Report Options Report Output Font If you want to change the size or style of the font on the Compare reports:» 1. Click the Font button» 2. Change the size or style of the font PeopleCode Report» In the PeopleCode Report section, you can display the entire program or only the differences and how many lines above and below the differences Report Data Color» The reports can be displayed in color
Run Compare and Report Run Compare and Report Report Options Report Data Color
Run Compare and Report Run Compare and Report Report Filter Enables you to specify what prints on the comparison report Displays the default filter
Run Compare and Report Run Compare and Report Report Filter All definitions appear on the project but, depending on the report filter, they may not show up in the reports If you want everything to print, click the Select All button
Program Agenda Describe Compare Process Run Compare and Report Viewing Compare Report <Insert Picture Here>
Viewing Compare Report Viewing Report in Application Designer From the Upgrade View there are several ways to view reports in Application Designer: Click on the definition folder and then double-click the report from the output window Select File, Report From File and then select either Print Preview, Print, or View Report For lengthy reports, you can use the Find In Report feature to locate a specific definition.
Viewing Compare Report Viewing Report in Application Designer Using Output Window The output window provides a link to the compare report for the selected definition type Page Used to View Reports in Application Designer
Viewing Compare Report Viewing Report in Application Designer Searching for Definitions in Reports For lengthy compare reports, it is useful to perform a search to locate specific items The Find in Report feature searches by column To search for an definition in a comparison report: 1. Highlight or place the cursor in the column in which you want to search 2. Select Edit, Find in Report
Viewing Compare Report Viewing Report in Browser If the Generate Browser Reports option is selected in the compare options, the system generates browser reports in HTML and XML in addition to the workspace reports Having the compare results in HTML and XML enables you to: Share compare results online with colleagues that do not have Enterprise PeopleTools installed Expand and collapse reports The CompareViewer.html is automatically generated in your report directory
Viewing Compare Report Viewing Report in Browser Sharing Compare Results - PeopleSoft Application Designer writes the browser reports to a sub-directory named after the project name in the report directory that is specified on the General tab on the Options dialog
Viewing Compare Report Viewing Report in Browser To share the browser reports: Copy the entire project directory (containing all sub-directories, HTML, and XSL files) to a shared network drive Compress the entire directory and send individual copies as needed Opening the Compare Report Viewer To open the Compare Report Viewer, navigate to the report directory and double-click CompareViewer.html This is an example of the Compare Report Viewer
Viewing Compare Report Viewing Report in Browser Working with Viewer - To work with the viewer, click any link to view the contents of the page This is an example of the Report Details page
Viewing Analyzing Compare Report Viewing Report in Browser Status Summary Page -The status summary page in the Compare Report Viewer provides a table summarizing the differences Links are provided to view the specific definitions
Viewing Compare Report Viewing Report in Browser Status Summary Assumptions This table lists the Source/Target status values for each column on the status summary page: To view the details in a column, double-click the number in the column
Viewing Compare Report Viewing Report in Browser The Definition Types menu displays a menu item for each type of definition that you compared Click the link for a specific definition type to view the comparison results for that definition type Each comparison appears in a grid that contains identification information that is relevant to that definition type, as well as the status of the definition in each location, the action, and the upgrade flag The identification columns are links that enable you to drill down into the compare results of that definition so that you can compare source and target values
Viewing Compare Report Viewing Report in Browser Use this page to view the compare results by definition type
Viewing Compare Report Viewing Report in Browser Use this page to view details
You can clarify queries or provide feedback on this presentation at http://www.soais.com click on Ask the Expert link or send an email to solutions@soais.com About SOAIS SOAIS is a provider of Enterprise IT and Process outsourcing solutions. Since its inception SOAIS has expanded at a tremendous pace and has garnered customers from both mid-market segment and Fortune 100 companies. We have experience in managing ERP applications as well as in providing high value services around packaged enterprise applications such as PeopleSoft and Oracle. Our experience in the business process outsourcing area fully extends our services footprint to provide end to end enterprise wide solutions. See www.soais.com for information.