Upgrade Time Savers

Customization IdentificationSecurity Reviews

Portal Synchronization

ROI• Mass Customization Identification– Simple to implement– Saves enormous time

• Full Security Audit– Simple to implement– Requires time commitment

• Interaction Hub (Portal) Import– Non trivial effort– Simplifies process for non-unique pages

DeliveredCommand Line Compares

• http://docs.oracle.com/cd/E28394_01/pt852pbh1/eng/psbooks/tapd/book.htm?File=tapd/htm/tapd23.htm#H3016

• Generate HTML / XML• Report code difference– Summary– Side by Side Comparisons

Example Compare Report

Project Status Summary

Mass Compare Process• PL/SQL to generate batch file– (fast)

• Batch file to run compares– (long running on PC)

Generating Mass Compares

Generating Mass Compares 2

Results from PL/SQL• Batch File (‘.bat’)

– Test run for single project!• Examine file

– Username– Password– Regions– Paths

• pside.exe (App Designer) location• Output directory

• Runs a long time and ties up PC

Differences Found

Examine Identified Differences

Dif file to Excel• Find / Replace ‘\’ with tab, comma, or pipe• Import to Excel• Review for Business Need• Assign to Team• Check for cross listed customized code• Review unaffected customizations

Cross Listed Code Check

Questions?• Command Line• PL/SQL• Batch File• Tracking Customization Re-implementation• Technical run – Technical Reviews

Security Review• How to compare delivered versus custom?• Are there new pages?– Do not want shelf-ware

• Are pages removed?– Has a business process changed?– Need it back?

Security Setup• Naming Convention– Prefix (i.e. ‘OPP’)– Supervisor for Administrator

• Role– Clone to custom

• Permission List– If no changes use delivered– If changes, clone to custom

• Prevents Changes from Updates overriding own

View Menu Security

View Menu Item Detail

View Menu Folder

PL/SQL Driver

DBMS Output to Excel• Output Pipe delimited (|)• Save as ‘.txt’• Import to Excel• Save as Excel workbook

PL/SQL - PagesROLENAME Permission List Type Tab name component

OPP Mail Stop Maint OPP_MAILSTOP Page EE Phone OPPHR_EE_INFO_UPD

OPP Mail Stop Maint OPP_MAILSTOP Page EE Mail Drop OPPHR_EE_INFO_UPD

OPP Mail Stop Maint OPP_MAILSTOP Page Opphr Mail Drop OPPHR_MAIL_DROP

PL/SQL Pages 2

Tab name

MENUNAME Display only

Add auth

Update auth

IncludeHistory auth

Correct history auth

EE PhoneOPPD_MENU_HUMAN_RESOURCES N Y Y N N

EE Mail DropOPPD_MENU_HUMAN_RESOURCES N Y Y N N

Opphr Mail Drop

OPPD_MENU_HUMAN_RESOURCES N Y Y N N

PL/SQL Pages 3Tab name component PATH

EE Phone OPPHR_EE_INFO_UPD Root >> Workforce Administration >> OPPD HR Information >> Personnel Information Update

EE Mail Drop OPPHR_EE_INFO_UPD Root >> Workforce Administration >> OPPD HR Information >> Personnel Information Update

Opphr Mail Drop OPPHR_MAIL_DROP Root >> Workforce Administration >> OPPD HR

Information >> Mail Stops Maintenance

Functional Review• Compare for differences• Quick Review - Is it Needed?– USF, CAN, ITA, GER– Well known (i.e. Self Service pages)

• Full Review– Eyes on pages– Assign by functional expert

Tools – From Permission List• PeopleTools• Component Interfaces• Web Libraries (iScripts)• Web Services

PL / SQL - Tools

ROLE Permission List Type Name Object Access

Level

Employee HCSPWEBLIB Web Library WEBLIB_PORTAL PORTAL_NAV.FieldFormula.IScript_DrillDown Full

Employee HCSPCMPINT Component Intfc WORKLISTENTRY Select Full

Employee HCCPJP4000 Web Services JPM_JP_SYNC JPM_JP_SYNC Full

Technical Review• Compare for differences• Quick Review - Is it Needed?– Does it make sense– Are processes used?

Future Enhancement• Process Definitions• Query Records

Questions?• Portal View• Page Audit tracking• Tools• Technical runs – Functional Reviews

Integration Hub Import• Portal import process– Project must exclude non-unique references• Query Manager• Process Monitor

– Security Migration• Region controlled?• New versus modification• Allow Developer

Existing Example• Menu to Content Reference App Engine– Main Menu > PeopleTools > Portal > Menu Import

• Creates – Folders– Content References

Customization• Imports– Content Reference– Permission Lists that exist in Target– Prefixes Source to non-unique content references– Uses database links

• Run Control identifies– Source– Content Reference– Folder

OPPD Portal Link Import

Recommendation• IB trigger from originating region• Receiving region stores in custom tables– Three tables needed• PSPRSMDEFN – Structure• PSPRSMSYSATTRVL – Attribute values• PSPRSMPERM - Security

• App Engine to import desired changes

Questions?• M. Collins Love – mclove@oppd.com