This chapter discusses an overview of the catalog versioning process and discusses how to:
Move catalogs to production.
Browse production offerings.
Roll back production catalogs to a previous version.
Syndicate catalogs.
Archive and purge catalog data.
This section provides an overview of catalog versioning and discusses how to move catalogs to production status.
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.
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. |
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.
This section discusses how to:
Browse production partner offerings.
Browse production partner offerings by category hierarchy.
Browse production enterprise catalog offerings.
Browse production enterprise catalog offerings by category hierarchy.
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
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 |
|
View offering, pricing, and attachment details for the selected partner 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.
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.
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.
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.
This section provides an overview of catalog versioning and rollbacks, and discusses how to roll back to a previous catalog version.
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:
Version four is moved to production.
You roll back the catalog to replace version four with version three.
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.
A new working version, version six, is created.
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. |
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.
After a catalog has been moved to production, it is ready to be syndicated (distributed) to partners.
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. |
Access the Syndicate Catalog page (Catalog Management, Catalog Management Home, Syndicate Catalog).
Version |
Select a production version of this catalog. |
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.
This section provides an overview of the archive process and discusses how to:
Use the archive/purge catalog data feature.
Archive enterprise catalog data.
Purge archived data.
Restore archived data.
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.
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. |
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. |
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:
Go the Archive/Purge Catalog Data page.
Select the desired archived enterprise catalog version. The displayed archive state is: Not Archived.
Select the archive action Archive the Data.
Click Run Archive Process.
The application engine EOCM_ARCH process is submitted.
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.
The purge feature deletes previously archived data from the system. Once purged, the data cannot be restored.
To purge archived data:
Go the Archive/Purge Catalog Data page.
Select the desired archived enterprise catalog version. The displayed archive state is: Archived.
Select the archive action Purge from Archive.
Click Run Archive Process.
The application engine EOCM_ARCH process is submitted.
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.
The restore feature moves previously archived data from the history table back to the online tables.
To restore archived data:
Go the Archive/Purge Catalog Data page.
Select the desired archived enterprise catalog version. The displayed archive state is: Archived.
Select the archive action Restore from Archive.
Click Run Archive Process.
The application engine EOCM_ARCH process is submitted.
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.