Stat & Change Assistant

Step by Step Integration

Step 1: Create CSR in Stat

CSR Tracks all Changes

CSR Provides Audit Trail

CSR Provides Workflow & Approvals

Sample Patch Workflow

Step 2: Launch Change Assistant

Step 3: Upload Environment

Step 3: Find Available Updates

Step 4: Download Change Packages

Step 5: Apply Package to Demo

Step 6: Apply Package to Demo

Step 6a: Change Assistant Checklist

Accomplish Automated Pre-Migration Steps Using Change Assistant

Transition to Stat for Impact Analysis, Versioning, and Migrations

Update Change Assistant to Reflect Steps Done in Stat

Return to Change Assistant to Accomplish Any Automated Post

Migration Steps

Allow Change Assistant to Do What it Does Best:

Patch Download to Demo Pre/Post Migration Steps

Allow Stat to Do What it Does BestImpact Analysis

VersioningMigratingAudit TrailRollback

Video Shows All The Stat CSR Workflow Steps Up to This Point

Step 7: Read Project Into Stat

Step 8: Stat Backs up Pre-Change Objects (Baseline Archive Set)

PeopleSoftObjects & Files

Stat Repository(Stores Native Copies of Objects and Files)

Archive Sets

Step 9: Interim Archive Set Allows You to Copy Patch from Demo to Stat Database

for Later Migration

PeopleSoftObjects & Files

Stat Repository(Stores Native Copies of Objects and Files)

Archive Sets

Step 10 (Optional): Use Wizards/Tools to Provide Automation

Undocumented Object Wizard

Undocumented Patch Wizard

Find Existing Customizations

Object History Wizard

Find Existing Patch History

Impact Analysis Wizard

Find Potential Customization/Other Impacts

Step 11: Migrate Patch from Demo to Dev

Source: Demo

Target: Demo

Drag and DropMigrations forBoth Objects &Files

Step 12: Retrofit Customizations asneeded

Stat Compare Tools Can Help

Identify Differences as

well as Providing Merge Tools

SQR (Patch)

SQR (Custom)

Compare

Same Same

Step 13: Create Archive Set of Changes in Dev then Migrate Change to

Applicable Testing Environments

PeopleSoftDev

(Files & Objects)

STATREPOSITORY

PeopleSoftApplicable Test Environments

(Files & Objects)

Archive Change Made to Dev

Step 14: Complete Workflow Returning to Change Assistant to Record Steps done in Stat and Continue with It’s Pre/Post Migration Step

AutomationAccomplish Automated Pre-Migration

Steps Using Change Assistant

Transition to Stat for Impact Analysis, Versioning, and Migrations

Update Change Assistant to Reflect Steps Done in Stat

Return to Change Assistant to Accomplish Any Automated Post

Migration Steps

Workflow Will Vary Depending on Your Unique Business Process and Environments

Sample Workflow