13th Mass Change for Dummies
Transcript of 13th Mass Change for Dummies
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ROSS LEISTEN
Enterprise Business Systems Coordinator
Salisbury University
Provide inter-departmental analytical support for
all Student Administration areas
Liaison between end users and developers
Provide end user training for University staff,
faculty and students
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SALISBURY UNIVERSITY
University System of Maryland affiliate located onMarylands Eastern Shore
4 academic schools housing 43 undergraduate/5post baccalaureate certificate/13 graduate
programsApproximately 8,000 student, 1,500 faculty and
staff
SU implemented PS HRSA and Financials v8beginning with HR and Admissions in 2002,finishing with CR in 2004.
SU currently uses Financials v8.9 and CS andHRMS v9. Financials upgrade occurred during the
Summer of 2006. CS and HRMS upgrades
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RUMORS AND REALITIES
Rumors
Mass Change is going away!
Realities
Oracle has no timeline or plan for itsdiscontinuation
Similar to Query Manager, Mass Change is a
powerful tool for generating sql code andinteracting directly with the Oracle/PeopleSofttables. Mass Change can be used with otherdelivered engine processes or by itself
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MASS CHANGE FOR DUMMIES
Just the Basics
This presentation covers only a very basic
introduction to Mass Change, why you might
want to consider using it, its component
pieces, setup and operation. The focus is on
two simple from scratch examples (no
delivered scripts, no groups, no complex joinconditions or operations, etc.).
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BENEFITS
Mass Change processes
can be used in place of invasive system
modifications or projects
can be used to change or correct one or
many table values online and without the
use of behind the scene sql scripts
require little or no attention during patches
and fixes installations, and/or upgrades
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ISSUES
Mass Change process
missteps can be deadly, especially for trigger-happy users
settings/runs involve several page and tabnavigations
settings are not validated
results must be validated by query (nocompanion reports)
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ALWAYS DO THE OBVIOUS
Preliminary Research - should any othertable changes be made as a direct result
Trial Build - use a test environment for the
initial process build
Test - both the process and any/all online
processing that depends upon the changes
Involve a Developer - for research and build
Move/Copy To Productionwhen the
process is perfect
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BUILDING BLOCKS
Types - define records andactions
Templates - define selectionfields
Permission List Security Definitionsdefine
selection criteria
Prompt Recordsmost
closely associated withDefinitions
Groupsone or moreDefinitions
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PROBLEM SOLUTION #1
SU instructors grade online - graded rosters
are approved by instructors, posted by
Registrars office SU schedule of classes build is decentralized
across more than 20 academic departments
where Instructor Access is not always codedwith a consistent Approve
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GRADE ROSTER ACCESS
Set Instructor Access to Approve
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MASS CHANGE TYPE
Main Menu > PeopleTools > Mass Changes > Types
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MASS CHANGE TYPE
Define Records/Tables and Actions
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MASS CHANGE TYPE
Define Actions/add custom SQL
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MASS CHANGE TEMPLATE
Main Menu > PeopleTools > Mass Changes > Templates
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MASS CHANGE TEMPLATE
Select/define Criteria
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MASS CHANGE SECURITY
Add Template to Users Perm List
Main Menu > PeopleTools > Security > Permissions and Roles > Permission
Lists
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MASS CHANGE DEFINITION
Main Menu > PeopleTools > Mass Changes > Definitions
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MASS CHANGE DEFINITION
Generate SQL
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PROMPT RECORDS
Define/link Prompt Records
Main Menu > PeopleTools > Mass Changes > Prompt Records
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TRANSLATE VALUES
Main Menu > PeopleTools > Administration > Translate Values
Values defined within the translate table willautomatically become visible in the Translate
Mass Change View (XLAT_MC_VW)
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RUN MASS CHANGE
Main Menu > PeopleTools > Mass Changes > Process Mass Change
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GRADE ROSTER ACCESS
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PROBLEM SOLUTION #2
SU frequently uses Student Groups for mass
transcript generation and enrollment
appointment purposes
After use, Student Group data is considered
useless
Although CS delivers a mechanism for
inactivating Student Group members inmass, no process for removing members
exists
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STUDENT GROUPS
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MASS CHANGE TYPE
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MASS CHANGE TYPE
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MASS CHANGE TEMPLATE
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MASS CHANGE TEMPLATE
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MASS CHANGE DEFINITION
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MASS CHANGE DEFINITION
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MASS CHANGE DEFINITION
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PROMPT RECORDS
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STUDENT GROUP TABLE
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RUN MASS CHANGE
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STUDENT GROUPS
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