Tracking/Requesting Local Modification Session #5312 Bradley Smith University of Central Florida...
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Transcript of Tracking/Requesting Local Modification Session #5312 Bradley Smith University of Central Florida...
![Page 1: Tracking/Requesting Local Modification Session #5312 Bradley Smith University of Central Florida brad@mail.ucf.edu .](https://reader030.fdocuments.net/reader030/viewer/2022032707/56649e435503460f94b371af/html5/thumbnails/1.jpg)
Tracking/Requesting Local Modification
Session #5312
Bradley Smith
University of Central Florida
http://www.csuohio.edu/PSHEUG
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Agenda
• Introduction
• Background
• Issue Tracking Features
• Modification Tracking Features
• Issue Tracking Usage
• Modification Tracking Usage
• Issue/Modification Reports
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Agenda
• Project Request Features
• Project Request Usage
• Installation
• Closing
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Many Slides - Limited TimeBackground/Features
• Needed a way to track Issues, Modification Requests and Project moves
• Originally not written in PeopleSoft and data was spread such that it was difficult to tie into PeopleSoft
• Rewrote in PeopleSoft to allow closer ties to actual product
• Items can be assigned to one or more development/test areas
• EMAIL of item can be sent
• One or more developers can be assigned to an issue/modification
• Priority and Status are tracked
• Place for PeopleSoft Ticket#/Report#
• Ties Project Request with item
• Items can be assigned to one or more development/test areas
• EMAIL of item can be sent
• One or more developers can be assigned to an issue/modification
• Priority and Status are tracked
• Place for PeopleSoft Ticket#/Report#
• Ties Project Request with item
• Viewing/Changing of the Business Requirement of the modification
• Viewing/Changing of the Functional Requirements of the modification – Filled out by functional team
• Viewing/Changing of the Technical Requirements of the modification – Filled out by the technical team
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Introduction• Software downloadable - website at end of
presentation
• Presentation meant as an instructional guide as well as an installation guide
• We currently have this database in it’s own environment, but you could place it in any Peoplesoft application you want
• Oracle Database used at UCF
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Background
• Needed a way to track Issues, Modification Requests and Project moves
• Originally not written in PeopleSoft and data was spread out such that it was difficult to tie into PeopleSoft
• Rewrote in PeopleSoft to allow closer ties to actual product
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Common Features
• Items can be assigned to one or more development/test areas
• EMAIL of item can be sent
• One or more developers can be assigned to an issue/modification
• Priority and Status are tracked
• Place for PeopleSoft Ticket#/Report#
• Ties Project Request with item
• Tables available via QueryTool
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Issue Tracking Features
• Viewing/Changing of the issue and solution
• Owners and Managers can be assigned to issues
• Estimated and Actual dates for completion
• Supporting Document can be attached
• Tracking of reviewed items
• Decision Level
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Modification Tracking Features
• Viewing/Changing of the Business Requirement of the modification
• Viewing/Changing of the Functional Requirements of the modification – Filled out by functional team
• Viewing/Changing of the Technical Requirements of the modification – Filled out by the technical team
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Modification Tracking Features
• Supporting documents tied to the mod
• Tracks projects which have been assigned to this modification
• Tracks Scope, Requested By, Approved
• If a mod was an issue, issue data elements are still available
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Issue Tracking Usage• Issue Main Data Screen
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Issue Tracking Usage• Issue Information Screen
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Issue Tracking Usage• Issue Solution
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Modification Tracking Usage• Modification Main Data Screen
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Modification Tracking Usage• Business Requirements Screen
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Modification Tracking Usage• Functional Requirements Screen
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Modification Tracking Usage• Technical Requirements Screen
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Modification Tracking Usage• Project Information Screen
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Modification Tracking Usage• Select/View Supporting Document
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Modification Tracking Usage• Select/View Supporting Document
– Uses an external DLL to call Windows API
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Modification Tracking Usage
• Select/View Supporting Document– PeopleCode to open Document
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Reports
• Summary & Detail reports available - additional reports being added.
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Summary Report
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Summary Report
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Detail Report
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Project Request Features
• Tracks request of each project
• Allows sending EMAIL of request
• Allows placing of comments or collect information from source project
• Query available that shows projects in system test that need functional approval
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Project Request Usage
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Project Request Usage
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Installation
• Application Designer Elements– Importing/Moving Project– App Designer Followup
• External Elements– SMTP mail program– External DLL– Crystal Reports
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Installation
• Admin Setup– Prompt Tables– Last Mod Id used– SMTP Host Setup– People Setup
• User Setup– Operator Defaults
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Installation
• Application Designer Elements– Importing/Moving Project
• Clean AUD Database
• Import Datamover Data into AUD
• Use App Designer to:– Adjust which records you want to copy from AUD, you
may not want to copy all of the - ie the tools table included in the project.
– Review other upgrade values on upgrade tab.
• Use App Designer to copy to Database (NOT DMO)– Review all elements to make sure that the copy was done
correctly.
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Installation
• Application Designer Elements– App Designer Followup
• Check Menu Properties to make sure that the new menus show up where you want them to.
• Currently all tables are in LEAP tablespace, adjust as necessary.
• Update translate values as needed:– CF_FROM_DB
– CF_TO_DB
• Update views CF_UPGRADE_* to reflect
• Create tables/views
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Installation
• Application Designer Elements– App Designer Followup
• Update views CF_UPGRADE_* to reflect your database layout. Check Peoplecode on CF_DERIVED_PRJ.CF_EMAIL_BTN1.FieldChange and change for your company.
• Create tables/views
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Installation
• External Elements– SMTP mail program
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Installation
• External Elements– External DLL / UCFPSOFT.DLL
• Must be in PATH
• Written in Microsoft Visual C
• Source included
• WINAPI GetOpenFileName
• ucf_email creates email text file for project requests
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Installation
• External Elements– Crystal Reports
• CFUT0001.RPT - Mod Summary Report
• CFUT0002.RPT - Mod Detail Report
• CFUT0003.RPT - Mod Summary by Area
• CFUT0004.RPT - Issue Detail Report
• CFUT0005.RPT - Issue Summary by Area
• CFUT0006.RPT - Issue/Mod Summary - Single Area
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Installation
• Admin Setup– Prompt Tables
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Installation• Admin Setup
– Last Mod Id used
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Installation• Admin Setup
– SMTP Host Setup
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Installation
• Admin Setup– People Setup
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Installation• User Setup
– Operator Defaults
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Closing
• Questions?• Website:
– http://pegasus.cc.ucf.edu/~brad/HEUG2001
• EMAIL:– [email protected]
Session #5312Bradley SmithUniversity of Central Florida