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Working With Change Assistant Menu Options

This section describes the menu options available when using Change Assistant.

Note: Some menu options are enabled only during a specific Change Assistant mode, which is determined in the Change Assistant Actions dialog box.

File Menu

The File menu contains some generic Windows options, plus these specific Change Assistant options:

Menu Option

Description

New Template/Job

Creates a new Change Assistant template or job.

Open Template/Job

Opens a template of job from the Change Assistant storage (internal database).

Save Template/Job

Saves the template or job into the Change Assistant storage (internal database).

Save Template/Job As

Saves the new template or job with the name you specify.

Close

Closes the current template.

Import Template

Imports an existing template into Change Assistant.

Note: Any modifications to the current template will not affect the original template that you imported. If you want others to obtain a copy of your modified template, you need to export it out of Change Assistant.

Delete Template

Removes the template from Change Assistant. When you delete a template, you also delete all the jobs associated with the template.

Note: Press and hold the CTRL key to select multiple templates for deletion.

Export Template

Exports a copy of the template out of Change Assistant so others can use it.

Delete Job

Removes a job associated with the current template.

New Environment

Launches the Database Configuration wizard for creating a new upgrade environment.

Change Assistant uses these settings to set the upgrade path, locate previous and new PS_HOME directories, connect to the Target database, and so on.

Open Environment

Opens a defined environment.

Import Environment

Imports an existing environment.

Export Environment

Exports an existing environment.

Delete Environment

Deletes an existing environment.

Exit

Exits Change Assistant.

Note: This option is disabled when a Change Assistant step is running. To exit Change Assistant while a process is running, you must first kill the process (select Run, Kill). When you relaunch Change Assistant you can resume at the point where you killed the process.

Edit Menu

The Edit menu contains some generic Windows options, plus these specific Change Assistant options:

Menu Option

Description

Insert Chapter

Inserts a new chapter. A chapter serves as a section head for multiple tasks.

Insert Task

Inserts a new task within a chapter. A task serves as a section head for one or more steps.

Insert Step

Inserts a new step within a task.

Step Properties

When a step is selected, launches the Step Properties dialog.

Rename

Renames an existing chapter, task, or step.

Run

Runs the selected step.

Stop

Stops the selected step.

Restart

Restarts certain types of steps that you have stopped or have failed. Restart is supported for these step types:

  • Application Engine

  • SQL

Application Engine programs can keep track of the state of a program run, and when restarted, they can pick up where a previous run stopped.

When restarting SQL steps, Change Assistant generates a separate log file and numbers them incrementally, as in logfile_2, logfile 3, and so on.

Complete

Marks the selected step as complete. Often used when setting a manual step to complete, indicating that the manual work is done.

View Log

Opens the current job processing log.

View Script

Opens the script associated with the selected step.

Job Properties

Enables you to set properties for the upgrade job created.

Set Documentation Directory

Specifies the directory into which your upgrade documentation is saved. Change Assistant loads the documentation for viewing when you open a template or job.

Edit Documentation

Enables you to modify the documentation associated with the selected chapter, task, or step.

Finalize Documentation

Generates the HTML files

View Menu

The View menu contains these specific Change Assistant options:

Menu Option

Description

Step Details

Displays the step properties box in the Change Assistant workspace.

Documentation

Displays the documentation box in the Change Assistant workspace.

Activity

Displays the Activity box in the Change Assistant workspace.

Run Menu

The Run menu contains these specific Change Assistant options:

Menu Option

Description

Run

Begins the execution of a Change Assistant job.

Cancel

Stops the processing of a Change Assistant job after the currently running process completes.

Kill

Stops the processing of a Change Assistant job completely and immediately, including the step that's currently running.

Tools Menu

The Tools menu contains these specific Change Assistant options:

Menu Option

Description

Create Change Package

Reserved for use with Update Manager action.

Apply Change Packages

Opens Change Assistant Wizard to select your environment information and leads you through the process to apply a change package.

Applying Updates To A Target Environment

Validate

Validates the Change Assistant settings in your environment, that the required elements are up and running, and that Change Assistant can connect to them.

Merge PeopleCode/SQL

Enabled when action type is Compare/Copy Managed Objects or Merge Select Object Types.

Allows you to start a new merge session or open an existing session.

Default Merge Rules

Enabled when action type is Compare/Copy Managed Objects or Merge Select Object Types.

Opens the Default Merge Rules dialog box.

Project Administration

Enabled when action type is Compare/Copy Managed Objects or Merge Select Object Types.

Opens Project Administration page.

Scan Configuration

Searches the Change Assistant workstation for tools and utilities required to perform updates and upgrades. For example, this process locates the local SQL tool, Data Mover, Application Designer, and so on.

Change Actions

Opens Change Assistant Wizard Select Action page.

See Opening Change Assistant the First Time

Options

Opens the Change Assistant Options dialog box, enabling you to select Change Assistant configuration options.

See Specifying Change Assistant Options