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 action, 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 |
Creates a new Change Assistant template. |
Open Template |
Opens a template from the Change Assistant storage (internal database). |
Save Template |
Saves the template into the Change Assistant storage (internal database). |
Save Template As |
Saves the new template with the name you specify. |
New Job |
Creates a new Change Assistant job. |
Open Job |
Opens a job from the Change Assistant storage (internal database). |
Save Job |
Saves the job into the Change Assistant storage (internal database). |
Save Job As |
Saves the job with the name you specify. |
Close |
Closes the current template or job. |
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. |
Export Job |
Exports a copy of the job out of Change Assistant so others can use it. |
Delete Job |
Removes a job associated with the current template. |
New Database |
Launches the Database wizard for creating a new database. Change Assistant uses these settings to locate PS_HOME directories, connect to the Target database, and so on. |
Open Database |
Opens a defined database. |
Import Database |
Imports an existing database. |
Delete Database |
Deletes an existing database. |
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 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 job. |
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. |
Expand All |
Expands all chapters, tasks, and steps. |
Collapse All |
Collapses all chapters, tasks, and steps. |
Steps Not Yet Completed |
Filters steps to show steps not yet completed. |
Steps Completed by System |
Filters to show steps completed by the system. Deselect this option if you want to hide all the steps that have been completed. |
Steps Completed Manually |
Filters to show the steps that were manually completed. Deselect this option if you want to hide all the steps that have been manually completed. |
Steps Filtered By Filter Query |
Filters to show the steps that were filtered using a query filter. Deselect this option if you want to hide all the steps that have been filtered by a filter query. |
Steps Filtered at the Job Level |
Filters to show the steps that were filtered at the job level. Deselect this option if you want to hide all the steps that have been filtered at the job level. |
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:
Note: If the menu option does not apply to the action selected, it will be grayed out.
Menu Option |
Description |
---|---|
Upload Target Database Information to PUM |
Enabled when action type is Update Manager. Uploads the target database information to the PUM source. |
Upload Customer Data to Image |
Enabled when action type is Update Manager. Allows you to upload customer data (customization project) to the PUM source. |
Define or Create a New Change Package |
Enabled when action type is Update Manager. Opens Change Assistant Wizard to select your database information and leads you through the process to create a change package. |
Apply Change Package |
Enabled when action type is Update Manager. Opens Change Assistant Wizard to lead you through the process to apply a change package. |
Apply Tools Delta Package |
Enabled when action type is Update Manager. Opens Change Assistant Wizard to lead you through the process to apply a delta change package. |
Apply Translation Delta Package |
Enabled when action type is Update Manager. Opens Change Assistant Wizard to lead you through the process to apply a translation delta change package. |
Apply PeopleSoft Release Patchset |
Enabled when action type is Update Manager. Opens Change Assistant Wizard to guide you through applying PeopleSoft release patchset to the PeopleSoft Update Image. See Applying Downloaded PeopleSoft Release Patchset to PeopleSoft Image |
Apply PeopleTools Patch |
Enabled when action type is Update Manager. Open Change Assistant wizard to guide you through applying a PeopleTools patch. |
Upgrade PeopleTools |
Enabled when action type is Update Manager. Open Change Assistant wizard to guide you through upgrading your database for the new PeopleTools release. |
Upgrade Application |
Enabled when action type is Update Manager. Open Change Assistant wizard to guide you through upgrading your application for the new application release. |
Validate |
Validates the Change Assistant settings for EM Hub to ensure that the required elements are up and running, and that Change Assistant can connect to them. |
Export &Import Settings |
Allows you to export Change Assistant settings to a file and import Change Assistant settings either from another Change Assistant directory or from a backup configuration. |
Migrate PUM Data |
Enabled when action type is Update Manager. Allows you to migrate user metadata (PUM customization Information, test information and package definition information from one PUM Image to a new PUM Image. |
Merge PeopleCode/SQL/XSLT |
Enabled when action type is Review Managed Object 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 Review Managed Object or Merge Select Object Types. Opens the Default merge Rules dialog box. |
Project Administration |
Enabled when action type is Review Managed Object 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. |
Options |
Opens the Change Assistant Options dialog box, enabling you to select Change Assistant configuration options. |