Creating Customization Repository

The customization repository resides on the PUM Source. In order to create the repository, you must first identify all of the customizations that you want to track in the target databases and then upload the customization projects to the PUM Source. The customization projects apply across all your target databases. There are 2 types of customization projects, Managed Objects projects and ADS Managed Objects Projects.

Managed Object Customization Project

To create a managed object project:

  1. Create a project on the customer database that includes your customizations.

    Note: You can create as many customization projects as required.

    The following methods are available to create the customization projects:

    • In Application Designer create a project by manually adding the managed objects you have identified as customizations.

      You can use the UPGCUST project from your last upgrade.

      Note: This method can be used for target databases on PeopleTools release 8.53, 8.54 and 8.55.

    • Create the project using PJRCUST, using one of theses options:

      Important! Your target database must be on PeopleTools 8.55 to use PJRCUST.

    • Create the customization project in Change Assistant using the Create New Database Project option in Upload Customer Data to Image.

  2. (Optional) Copy the customization project to file.

  3. Use Change Assistant to upload the customer data to PUM Source.

  4. Review the upload on the PUM Source.

  5. Run the Customization Calculation on the PUM Source.

    See Run Customization Calculation

ADS Managed Objects Project

To create an ADS project:

  1. Sign on to the browser for the database where your ADS managed objects reside.

  2. Select PeopleTools > Lifecycle Tools > Migrate Data > Data Migration Workbench.

  3. Create the ADS project and save it.

    See Defining ADS Project

  4. Optionally copy the project to file.

    Note: If the data set is encrypted, you will not be able to upload the file in Change Assistant.

  5. Use Change Assistant to upload the customer data to PUM Source.

  6. Review the upload on the PUM Source.

  7. Run the Customization Calculation on the PUM Source.

    See Run Customization Calculation

Navigation

In Change Assistant, select Tools, Upload Customer Data to Image.

Image: Upload Customer Data to Image page

This example illustrates the fields and controls on the Upload Customer Data to Image page. You can find definitions for the fields and controls later on this page.

Upload Customer Data to Image page

There are 3 options for uploading customization data:

  • Select Existing Project File(s)

  • Select Existing Database Project(s)

  • Create New Database Project

After selecting the projects, click the Load button to upload the customizations to the PUM source Customization Repository.

Select Existing Project File(s)

Image: Select Existing Project File(s) page

This example illustrates the fields and controls on the Select Existing Project File(s) page. You can find definitions for the fields and controls later on this page.

Select Existing Project File(s) page

Field or Control

Definition
Target Repository

By default the Customization repository is selected.
Project Type

For Customizations, the project types are:

  • Managed Objects

  • ADS Managed Objects

Note: If the ADS Managed Object project is encrypted, it will not be available to upload from project file.
Folder

Select the folder where the project file is stored.
Search

Enter value to search for and press the Enter key.

All projects matching the entered value will be returned.
Project Grid

Select the projects that you want to upload from the project grid.
Add Selected

Click the Add Select to return to the Upload Customer Data to Image page.

Select Existing Database Project(s)

Image: Select Existing Database Project(s) page

This example illustrates the fields and controls on the Select Existing Database Project(s) page. You can find definitions for the fields and controls later on this page.

Select Existing Database Project(s) page

Field or Control

Definition
Target Repository

By default the Customization repository is selected.
Project Type

For Customizations, the project types are:

  • Managed Objects

  • ADS Managed Objects
Folder

Select the folder where the project file is stored.
Search

Enter value to search for and press the Enter key.

All projects matching the entered value will be returned.
Project Grid

Select the projects that you want to upload from the project grid.
Add Selected

Click the Add Select to return to the Upload Customer Data to Image page.

Create New Database Project

Image: Create New Database Project

This example illustrates the fields and controls on the Create New Database Project. You can find definitions for the fields and controls later on this page.

Create New Database Project

Field or Control

Definition
Database

Select the database that contains the customizations.
Project Name

Enter the Project Name.
All Customized Managed Objects

This feature will go through the specified objects in a database and compare the object user id with ‘PPLSOFT’ and insert the object into the customization project if the user ID is not ‘PPLSOFT’.
All PeopleSoft Test Framework Tests

This feature will insert all PTF tests in the database.