Producing and Syndicating Enterprise Catalogs

This chapter discusses an overview of the catalog versioning process and discusses how to:

Click to jump to parent topicMoving Catalogs to Production

This section provides an overview of catalog versioning and discusses how to move catalogs to production status.

Click to jump to top of pageClick to jump to parent topicUnderstanding Catalog Versioning

Because Catalog Management maintains multiple versions of catalogs, you can work on a current version without affecting the production version. When a version of the catalog is successfully moved to production, a new catalog version is automatically created by copying the production version and incrementing the catalog version by one. For example, when catalog version two is moved to production, catalog version three is automatically created from version two. When you go to the Catalog Management homepage, version three is listed as the working copy.

Click to jump to top of pageClick to jump to parent topicPage Used to Move Catalogs to Production

Page Name

Definition Name

Navigation

Usage

Move Catalog to Production

EOCM_CATALOG_MTP

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Move Catalog to Production

Move a catalog to production status.

Click to jump to top of pageClick to jump to parent topicMoving Catalogs to Production Status

Access the Move Catalog to Production page (Catalog Management, Catalog Management Home, Move Catalog to Production).

Click Run Move to Production Process to move the staged working version of the enterprise catalog to production.

A process request is submitted. Click the Process Monitor link to monitor its status.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler.

Click to jump to parent topicBrowsing Production Offerings

This section discusses how to:

Note. The field names and information regarding selected catalogs and offerings displayed on the browse pages vary based on the catalog type.

When you browse partner offerings, you only see offerings for an individual partner and partners will only see their own. When you browse enterprise catalog offerings, you see a consolidated view of all partner offerings. Information contained on these pages is read-only.

Note. All partner users can browse their own partner offerings. However, partners need to be granted privileges to browse enterprise catalog offerings and have access to other partners' catalog data.

See Also

Assigning Partners and Granting Privileges

Click to jump to top of pageClick to jump to parent topicPages Used to Browse Production Offerings

Page Name

Definition Name

Navigation

Usage

Browse Production Enterprise Catalog by Offering

EOCM_BROWSE_PROD

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Browse Production Enterprise Catalog by Offering

Browse the production version of the selected enterprise catalog by offering.

Browse Production Enterprise Catalog by Hierarchy

EOCM_BROWSECAT_MTP

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Browse Production Enterprise Catalog by Hierarchy

Browse the production version of the selected enterprise catalog by category hierarchy.

Browse Production Partner Offering

EOCM_BRWSE_TP_PROD

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Select a partner catalog.

Browse Production Partner Offering

Browse the selected partner's offerings within the production version of the selected enterprise catalog.

Browse Production Partner Offerings by Hierarchy

EOCM_BROWSETP_MTP

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Select a partner catalog.

Browse Production Partner Offerings by Hierarchy

Browse the selected partner's offerings within the production version of the enterprise catalog by category hierarchy.

Offering Details

EOCM_BRWSEDTL_SEC

  • Click the Offering Details link on the Browse Production Enterprise Catalog by Offering page.

  • Click the Offering Details link on the Browse Production Partner Offering page.

View offering, pricing, and attachment details for the selected partner offering.

Click to jump to top of pageClick to jump to parent topicBrowsing Production Enterprise Catalog by Offering

Access the Browse Production Enterprise Catalog by Offering page (Catalog Management, Catalog Management Home, Browse Production Enterprise Catalog by Offering).

This page is essentially similar to the Browse Staged Enterprise Catalog by Offering page.

See Browsing Staged Partner Offerings.

Click to jump to top of pageClick to jump to parent topicBrowsing Production Enterprise Catalog Offerings by Hierarchy

Access the Browse Production Enterprise Catalog by Hierarchy page (Catalog Management, Catalog Management Home, Browse Production Enterprise Catalog by Hierarchy).

This page is essentially similar to the Browse Staged Enterprise Catalog by Hierarchy page.

See Browsing Staged Partner Offerings by Hierarchy.

Click to jump to top of pageClick to jump to parent topicBrowsing Production Partner Offerings

Access the Browse Production Partner Offering page (Catalog Management, Catalog Management Home, Browse Production Partner Offering).

This page is essentially similar to the Browse Staged Partner Offerings page.

See Browsing Staged Partner Offerings.

Click to jump to top of pageClick to jump to parent topicBrowsing Production Partner Offerings by Hierarchy

Access the Browse Production Partner Offerings by Hierarchy page (Catalog Management, Catalog Management Home, Browse Production Partner Offerings by Hierarchy).

This page is essentially similar to the Browse Staged Partner Offerings by Hierarchy page.

See Browsing Staged Partner Offerings by Hierarchy.

Click to jump to parent topicRolling Back Catalogs to a Previous Version

This section provides an overview of catalog versioning and rollbacks, and discusses how to roll back to a previous catalog version.

Click to jump to top of pageClick to jump to parent topicUnderstanding Catalog Versioning and Rollbacks

You roll back a catalog when there is a problem with the production version. Rollback enables you to replace the current production version with a previous version. The system also creates a new working version. For example:

  1. Version four is moved to production.

  2. You roll back the catalog to replace version four with version three.

  3. Version three becomes the latest production version and is named version five.

    Note. Versions three and four still exist as they were before the rollback.

  4. A new working version, version six, is created.

Click to jump to top of pageClick to jump to parent topicPage Used to Roll Back Catalogs to a Previous Version

Page Name

Definition Name

Navigation

Usage

Rollback Catalog

EOCM_CATALOG_RB

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Rollback Catalog

Revert to a previous version of a catalog.

Click to jump to top of pageClick to jump to parent topicRolling Back to a Previous Catalog Version

Access the Rollback Catalog page (Catalog Management, Catalog Management Home, Rollback Catalog).

Rollback Version

Select the catalog version to roll back to.

Process Rollback

Click to run the rollback process. A process request is submitted. Click the Process Monitor link to monitor its status.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler.

Click to jump to parent topicSyndicating Catalogs

After a catalog has been moved to production, it is ready to be syndicated (distributed) to partners.

Click to jump to top of pageClick to jump to parent topicPage Used to Syndicate Catalogs

Page Name

Definition Name

Navigation

Usage

Syndicate Catalog

EOCM_CTLG_SYND

Catalog Management, Catalog Management Home

Select an enterprise catalog.

Syndicate Catalog

Distribute the catalog to partners.

Click to jump to top of pageClick to jump to parent topicSyndicating Catalogs

Access the Syndicate Catalog page (Catalog Management, Catalog Management Home, Syndicate Catalog).

Version

Select a production version of this catalog.

Syndication Format

Select a format for the syndicated file. Select from CSV, Flat, or xCBL file.

Note. If flat file is selected, the category hierarchy structure is not included.

Filename

Enter a description for the syndicated file.

Syndication Locale

Select the distribution location for the file, either Application Server or FTP.

Category Hierarchy ID

Select the category hierarchy to syndicate. The system automatically selects the hierarchy if only a single hierarchy exists for this catalog.

All Partners

Select to syndicate all partners' offerings in this catalog.

Partner ID

Select partners individually by ID. Only offerings of the selected partners are syndicated.

Run

Click to run the syndication process. The process is submitted. Click the Process Monitor link to monitor the status of the process.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler.

Click to jump to parent topicArchiving and Purging Catalog Data

This section provides an overview of the archive process and discusses how to:

Click to jump to top of pageClick to jump to parent topicUnderstanding the Archive Process

Archiving enterprise catalog data allows catalog managers to manage the volumes of data maintained by Catalog Management by moving enterprise catalog data, that is no longer required, to history files. Removing this historical data from online tables prevents the database from increasing to an unmanageable size, and improves overall performance. The purge feature deletes previously archived data from the system. Once purged, the data cannot be restored.

Click to jump to top of pageClick to jump to parent topicPage Used to Archive and Purge Catalog Data

Page Name

Definition Name

Navigation

Usage

Archive/Purge Catalog Data

EOCM_CTLG_ARCH

Catalog Management, Catalog Management Home.

Select an enterprise catalog.

Archive/Purge Catalog Data.

Archive enterprise catalog data by catalog version. Purge archived data from the system. Restore archived data to online files.

Click to jump to top of pageClick to jump to parent topicUsing the Archive and Purge Catalog Data Feature

Access the Archive/Purge Catalog Data page (Catalog Management, Catalog Management Home, Archive/Purge Catalog Data).

SetID and Catalog ID

Values are based on the enterprise catalog selected on the Catalog Management Home page.

Archive ID

Displays the value entered on the Search page.

Archive Action

Archive action can be one of these options:

Archive the Data: Copies the data from the online tables into the history table, and then removes the data from the online tables. This is the only option available for data that has not been archived.

Purge from Archive: Deletes previously archived data from the history table. Once purged, the data cannot be restored.

Restore from Archive: Moves previously archived data from the history table back to the online tables.

Archive State

Displays the current state of the selected catalog data. States include: Not Archived, Archived, Purged, and Restored.

Select Catalog Version

Select the catalog versions that you want to archive, purge, or restore. The versions available will be based on the selected action.

Run Archive Process

Select to run the application engine EOCM_ARCH archive process. The process is submitted. Click the Process Monitor link to monitor the status requests.

Note. The archive state will change accordingly when the process has successfully completed.

Click to jump to top of pageClick to jump to parent topicArchiving Enterprise Catalog Data

The archive feature copies the enterprise catalog data from the online tables into the history table, and then removes the data from the online tables. This is the only option available for data that has not been archived.

To archive enterprise catalog data:

  1. Go the Archive/Purge Catalog Data page.

    Select the desired archived enterprise catalog version. The displayed archive state is: Not Archived.

  2. Select the archive action Archive the Data.

  3. Click Run Archive Process.

    The application engine EOCM_ARCH process is submitted.

  4. Click the Process Monitor link to monitor the status requests.

Note. The archive state will change to Archived when the process has successfully completed. The catalog version will no longer be available for selection from Catalog Management.

Click to jump to top of pageClick to jump to parent topicPurging Archived Data

The purge feature deletes previously archived data from the system. Once purged, the data cannot be restored.

To purge archived data:

  1. Go the Archive/Purge Catalog Data page.

    Select the desired archived enterprise catalog version. The displayed archive state is: Archived.

  2. Select the archive action Purge from Archive.

  3. Click Run Archive Process.

    The application engine EOCM_ARCH process is submitted.

  4. Click the Process Monitor link to monitor the status of requests.

Note. The archive state will change to Purged when the process has successfully completed, and the archive action field will be inactive.

Click to jump to top of pageClick to jump to parent topicRestoring Archived Data

The restore feature moves previously archived data from the history table back to the online tables.

To restore archived data:

  1. Go the Archive/Purge Catalog Data page.

    Select the desired archived enterprise catalog version. The displayed archive state is: Archived.

  2. Select the archive action Restore from Archive.

  3. Click Run Archive Process.

    The application engine EOCM_ARCH process is submitted.

  4. Click the Process Monitor link to monitor the status of requests.

Note. The archive state will change to Restored when the process has successfully completed. The catalog version will be available for selection from Catalog Management.