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 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 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. See Using Customization Repository
Define Change Package	Enabled when action type is Update Manager. Allows user to define a new change package in either Update Manager Dashboard or Change Assistant using standard searches. See Defining Change Package
Create 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. See Applying 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. See Creating and Applying Tools Delta 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. See Applying Translations Delta 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. See Using Change Assistant to Apply 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. See Using Change Assistant to Upgrade PeopleTools
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. See Upgrading Application
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. See Exporting and Importing Change Assistant Settings
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. See Migrating PUM Data
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. See Opening Change Assistant the First Time
Options	Opens the Change Assistant Options dialog box, enabling you to select Change Assistant configuration options.