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Understanding The Change Assistant Interface

Change Assistant enables you to run, view, and modify Change Assistant templates. You open Change Assistant on a Windows workstation by selecting Start, Programs, PeopleSoft, Change Assistant.

Note: Before starting and running Change Assistant, application servers, Process Scheduler servers, and web servers should be running. Also, ensure all agents running on the servers are running and sending pulses.

Image: Template open in Change Assistant

This example illustrates the fields and controls on the Template open in Change Assistant. You can find definitions for the fields and controls later on this page.

Template open in Change Assistant

Change Assistant enables you to:

When you have a Change Assistant template open, you use these areas in the project workspace:

Interface Area


Template tree

The template tree section displays distinct nodes for the chapters, tasks, and steps within a template.

  • Chapters are section dividers that group and display the tasks.

  • Tasks are section levels that contain one or more steps.

  • Steps are the actual update actions that complete the processing of your update job.

Note: When you run your update job, you assign and configure properties at the step level, not the task or chapter level.

Properties box

Depending on what is selected in the template tree, the properties box displays the properties associated with that node. What is displayed for properties is also determined by what mode you are in.

For example, if you are in the Apply Application Updates mode, the properties box displays information related to the progress of a step, such as start time, end time, total duration, and so on. If you are in Create or Modify Templates mode, the properties box displays the properties assigned to the step when it was defined.

See Specifying Change Assistant Options.

Documentation box

Each template contains its own built-in documentation to provide guidance for a chapter, task, or step. The documentation exists in separate HTML files, but it appears in this box for each selected node on the template tree.

Activity box

The Activity box displays the processing and status messages associated with a step, similar to the Output window in the Application Designer workspace.