tracking/requesting local modification session #5312 bradley smith university of central florida...
TRANSCRIPT
Tracking/Requesting Local Modification
Session #5312
Bradley Smith
University of Central Florida
http://www.csuohio.edu/PSHEUG
Agenda
• Introduction
• Background
• Issue Tracking Features
• Modification Tracking Features
• Issue Tracking Usage
• Modification Tracking Usage
• Issue/Modification Reports
Agenda
• Project Request Features
• Project Request Usage
• Installation
• Closing
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
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
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
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
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
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
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
Issue Tracking Usage• Issue Main Data Screen
Issue Tracking Usage• Issue Information Screen
Issue Tracking Usage• Issue Solution
Modification Tracking Usage• Modification Main Data Screen
Modification Tracking Usage• Business Requirements Screen
Modification Tracking Usage• Functional Requirements Screen
Modification Tracking Usage• Technical Requirements Screen
Modification Tracking Usage• Project Information Screen
Modification Tracking Usage• Select/View Supporting Document
Modification Tracking Usage• Select/View Supporting Document
– Uses an external DLL to call Windows API
Modification Tracking Usage
• Select/View Supporting Document– PeopleCode to open Document
Reports
• Summary & Detail reports available - additional reports being added.
Summary Report
Summary Report
Detail Report
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
Project Request Usage
Project Request Usage
Installation
• Application Designer Elements– Importing/Moving Project– App Designer Followup
• External Elements– SMTP mail program– External DLL– Crystal Reports
Installation
• Admin Setup– Prompt Tables– Last Mod Id used– SMTP Host Setup– People Setup
• User Setup– Operator Defaults
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.
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
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
Installation
• External Elements– SMTP mail program
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
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
Installation
• Admin Setup– Prompt Tables
Installation• Admin Setup
– Last Mod Id used
Installation• Admin Setup
– SMTP Host Setup
Installation
• Admin Setup– People Setup
Installation• User Setup
– Operator Defaults
Closing
• Questions?• Website:
– http://pegasus.cc.ucf.edu/~brad/HEUG2001
• EMAIL:– [email protected]
Session #5312Bradley SmithUniversity of Central Florida