1. Tracking/Requesting Local Modification Session #5312 Bradley Smith University of Central Florida brad@mail.ucf.edu http://www.csuohio.edu/PSHEUG

2. Agenda Introduction Background Issue Tracking Features Modification Tracking Features Issue Tracking Usage Modification Tracking Usage Issue/Modification Reports

3. Agenda Project Request Features Project Request Usage Installation Closing

4. Many Slides - Limited Time Background/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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. Issue Tracking Usage Issue Main Data Screen

12. Issue Tracking Usage Issue Information Screen

13. Issue Tracking Usage Issue Solution

14. Modification Tracking Usage Modification Main Data Screen

15. Modification Tracking Usage Business Requirements Screen

16. Modification Tracking Usage Functional Requirements Screen

17. Modification Tracking Usage Technical Requirements Screen

18. Modification Tracking Usage Project Information Screen

19. Modification Tracking Usage Select/View Supporting Document

20. Modification Tracking Usage Select/View Supporting Document –Uses an external DLL to call Windows API

21. Modification Tracking Usage Select/View Supporting Document –PeopleCode to open Document

22. Reports Summary & Detail reports available - additional reports being added.

23. Summary Report

25. Detail Report

26. 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

27. Project Request Usage

29. Installation Application Designer Elements –Importing/Moving Project –App Designer Followup External Elements –SMTP mail program –External DLL –Crystal Reports

30. Installation Admin Setup –Prompt Tables –Last Mod Id used –SMTP Host Setup –People Setup User Setup –Operator Defaults

31. 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.

32. 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

33. 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.FieldChan ge and change for your company. Create tables/views

34. Installation External Elements –SMTP mail program

35. 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

36. 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

37. Installation Admin Setup –Prompt Tables

38. Installation Admin Setup –Last Mod Id used

39. Installation Admin Setup –SMTP Host Setup

40. Installation Admin Setup –People Setup

41. Installation User Setup –Operator Defaults

42. Closing Questions? Website: –http://pegasus.cc.ucf.edu/~brad/HEUG2001 EMAIL: –brad@mail.ucf.edu Session #5312 Bradley Smith University of Central Florida