Migrating and Updating Activity Guide Data
Activity guides can consist of the following related objects, some of which are ADS objects and others of which are managed objects:
ADS Objects |
Managed Objects |
---|---|
Activity guide templates and instances |
Application classes |
Action items |
Permission lists |
Related content services |
PeopleSoft queries |
WorkCenters definitions |
Component definitions |
Pagelet Wizard objects |
Message catalog entries |
Scheduler objects |
iScripts |
Process definitions |
|
Component interfaces |
Oracle may deliver new or updated activity guides in a PeopleSoft update image. When such an update is selected, all of the updated objects will be included in the change package.
However, when you migrate your activity guide data between databases, you may need to use both Data Migration Workbench and Application Designer to migrate projects containing related object definitions. With Data Migration Workbench, you can migrate:
Activity guide template definitions (with or without associated action item definitions).
Action item definitions.
Activity guide instance definitions (with or without associated action item definitions).
Important! Oracle recommends that you do not migrate activity guide instances between databases. If you must do so, see “Resetting the Last Instance ID After Migration” at the end of the following section to ensure that new instances are generated with a valid instance ID.
For example, to migrate an activity guide template definition and its associated action item definitions:
Select
.Click the Add a New Value link.
Enter a project name and description.
On the Project Definition page, select Activity Guide List as the Data Set Name.
Go to the Data Set Content page.
Click the Insert Content button.
Search for the activity guide template that you want to migrate.
Note: Search results can display both templates and instances depending on your search criteria. If you don’t know the ID for the activity guide template or instance, select the All operator.
Select the activity guide template that you want to migrate.
Click the Insert and Return button to insert the selected items.
Return to the Project Definition page.
Add a row to the Project Content grid and select Activity Guide Item as the Data Set Name.
Return to the Data Set Content page.
Ensure that ACTIVITY_GUIDE_ITEM is selected and click the Insert Content button.
Search for only the action items that correspond to the template that you want to migrate:
Note: Search results will display action items from both templates and instances depending on your search criteria.
For the PTAI_ITEM_ID field, select the All operator.
Add a row to the search values and select PTAI_LIST_ID as the field name.
Select the = and specify the template ID.
Select the appropriate actions items or click the Select All button.
Click the Insert and Return button to insert the selected items.
Click the Save button to save the data set.
Click the Copy To File button to copy the data set to a file.
Select the location for the file.
Click Run.
On the Process Scheduler Request page, click OK to start the copy process.
Once the project has been copied to a file, use Data Migration Workbench on the target database to compare the project data and copy it into the database. See Copy Compare Overview.
Managed objects associated with the activity guide template, action items, or instances migrated must be migrated separately via an Application Designer project. Search for and migrate objects identified by each action item’s related content service definition—for example, component definitions. In addition, search for and migrate application class PeopleCode that can be associated with:
Instance creation.
Image context data.
Custom activity guide actions at the instance level.
Custom activity guide actions at action item level.
Action item post processing.
Approval Workflow Engine (AWE) approval handlers
Resetting the Last Instance ID After Migration
When you migrate activity guide instances from one database to another, the last list ID may not be synchronized in the two tables where it is used: the PS_PTAI_LIST table and the PS_PTAI_OPTIONS table. When the values are not synchronized, new instances may be created using invalid instance IDs.
Use the following SQL to synchronize the last list ID. Find the maximum list ID in the PS_PTAI_LIST table:
SELECT MAX((SUBSTR(PTAI_LIST_ID, 11, LENGTH(PTAI_LIST_ID)))) FROM PS_PTAI_LIST;
Then, use this value to update the PS_PTAI_OPTIONS table:
UPDATE PS_PTAI_OPTIONS SET PTAI_LAST_LIST_ID=last_ID_from_PS_PTAI_LIST WHERE PTAI_LAST_ITEM_ID=2000
Oracle may deliver new or updated activity guides in a PeopleSoft update image. When such an update is selected, all of the updated objects will be included in the change package.
Oracle recommends that you:
Do not delete any PeopleSoft delivered objects.
Restrict your changes to configurable fields specified for each definition because these configuration changes are preserved
Avoid modification to any field that is in the non-reconcilable section because any modification to these fields is considered to be a customization and can be overwritten during an update.
The following table lists some of the configurable and non-reconcilable changes associated with an activity guide template.
Configurable Changes |
Non-reconcilable Changes |
---|---|
Modifying the template or instance attributes such as the active setting, side panel setting, restart setting, notifications setting, the context data display option, the application package and method used to dynamically return a content URL to display additional information, and so on. |
Changing the application package and application class for a navigation button. |
Modifying the context field label, context field label visibility, context image application package details, and which context field is the primary field. |
Changing the related content service for a delivered action item. |
Modifying the label, active setting, or message set and number for a custom navigation button for a template or instance. |
Modifying styles. |
Modifying the question text for a template or instance. |
Modifying context data. |
Modifying an action item’s attributes such as required, active, inactivate after due date, lock after completion, status, process type, pause after, pause before, and so on. |
|
Modifying the context parameter type or parameter value for an action item. |
|
Modifying the label, active setting, or message set and number for a custom navigation button for an action item. |
|
Modifying the AWE approval configuration, question ID and answer association, and configurable field values for an action item. |
The following sections include details on the configurable fields associated with the three activity guide related data sets:
ACTIVITY_GUIDE_DATATYPE
ACTIVITY_GUIDE_ITEM
ACTIVITY_GUIDE_LIST
Any field not listed is considered non-reconcilable.
The ACTIVITY_GUIDE_DATATYPE data set includes the data that define activity guide data type definitions. This data set does not contain any merge groups.
The ACTIVITY_GUIDE_ITEM data set includes the data that define action items. The data set consists of four merge groups:
PTAI_HIER_GROUP
PTAI_ITEM_CNTXT_GROUP
PTAI_ITEM_GROUP
PTAI_OVRPGT_BTN_GROUP
PTAI_HIER_GROUP Merge Group
The PTAI_HIER_GROUP merge group includes the PTAI_HIER record definition with one configurable field: PTAI_ACTIVE_FLG.
PTAI_ITEM_CNTXT_GROUP Merge Group
The PTAI_ITEM_CNTXT_GROUP merge group includes the PTAI_ITEM_CNTXT record definition with the following configurable fields:
PTAI_PARAM_TYPE
PTAI_PARAM_VALUE
PTAI_ITEM_GROUP Merge Group
The PTAI_ITEM_GROUP merge group includes the PTAI_ITEM record definition with the following configurable fields:
APPCLASSID
PACKAGEROOT
PTAI_ACTIVE_FLG
PTAI_ANSWER
PTAI_ASSIGN_OPRID
PTAI_ASSIGN_TYPE
PTAI_AWE_APPROVAL
PTAI_AWE_CLASSID
PTAI_AWE_DENIAL
PTAI_AWE_PACKAGE
PTAI_AWE_PATH
PTAI_AWE_PROC_ID
PTAI_CATEGORY
PTAI_DESCRLONG
PTAI_DUE_DATE
PTAI_DUE_TIME
PTAI_FIELD1 to PTAI_FIELD10
PTAI_IMAGE
PTAI_INACTIVAFTDUE
PTAI_LABEL
PTAI_LOCKAFTRCOMPL
PTAI_PAUSE_AFT_FLG
PTAI_PAUSE_BEF_FLG
PTAI_PERC_COMPL
PTAI_PRIORITY
PTAI_QUESTION_ID
PTAI_REQD
PTAI_RESUM_ERR_FLG
PTAI_RNTM_INP_FLG
PTAI_SKIP_ERR_FLG
PTAI_START_DT
PTAI_START_TIME
PTAI_STATUS
QUALIFYPATH
It also includes the PTAI_ITEM_LNG record definition with the following configurable fields:
PTAI_DESCRLONG
PTAI_FIELD1 to PTAI_FIELD5
PTAI_LABEL
PTAI_OVRPGT_BTN_GROUP Merge Group
The PTAI_OVRPGT_BTN_GROUP merge group includes the PTAI_OVRPGTBTLG record definition with one configurable field: PTAI_BTN_LBL.
It also includes the PTAI_OVRPGT_BTN record definition with the following configurable fields:
MESSAGE_NBR
MESSAGE_SET_NBR
PTAI_ACTIVE_FLG
PTAI_BTN_LBL
The ACTIVITY_GUIDE_ITEM data set includes the data that define activity guide templates and instances. The data set consists of five merge groups:
PTAI_CONTEXT_GROUP
PTAI_LIST_GROUP
PTAI_LIST_PRIV_GROUP
PTAI_PGLT_BTN_GROUP
PTAI_QUES_LIST_GROUP
PTAI_CONTEXT_GROUP Merge Group
The PTAI_CONTEXT_GROUP merge group includes the PTAI_PTAI_CNTXT_LNG record definition with one configurable field: PTAI_KEY_LABEL.
It also includes the PTAI_CONTEXT record definition with the following configurable fields:
PTAI_IMAGE_TYPE
PTAI_IMG_CLASSID
PTAI_IMG_METHOD
PTAI_IMG_NAME
PTAI_IMG_PACKAGE
PTAI_IMG_PATH
PTAI_IMG_URL
PTAI_KEY_LABEL
PTAI_LABEL_CHK
PTAI_PRIMARY_DATA
PTAI_LIST_GROUP Merge Group
The PTAI_LIST_GROUP merge group includes the PTAI_LIST record definition with the following configurable fields:
APPCLASSID
APPCLASSMETHOD
PACKAGEROOT
PTAI_ACTIVE_FLG
PTAI_CTX_CLASSID
PTAI_CTX_DISP_OPT
PTAI_CTX_METHOD
PTAI_CTX_PKGROOT
PTAI_CTX_QUALPATH
PTAI_DESCRLONG
PTAI_FIXEDSIDEPNL
PTAI_INST_CLASSID
PTAI_INST_PKGROOT
PTAI_INST_QUALPATH
PTAI_LABEL
PTAI_NOTIFY_TYPE
PTAI_PBVISIBLE
PTAI_RESTARTAG
PTAI_SHOWFLNOTIFY
QUALIFYPATH
STYLESHEETNAME
It also includes the PTAI_LIST_LNG record definition with the following configurable fields:
PTAI_DESCRLONG
PTAI_LABEL
PTAI_LIST_PRIV_GROUP Merge Group
The PTAI_LIST_PRIV_GROUP merge group includes the PTAI_LIST_PRIV record definition with one configurable field: PTAI_PRIVSET_ID.
PTAI_PGLT_BTN_GROUP Merge Group
The PTAI_PGLT_BTN_GROUP merge group includes the PTAI_PGLTBTNLNG record definition with one configurable field: PTAI_BTN_LBL.
It also includes the PTAI_PGLT_BTN record definition with the following configurable fields:
MESSAGE_NBR
MESSAGE_SET_NBR
PTAI_ACTIVE_FLG
PTAI_BTN_LBL
PTAI_QUES_LIST_GROUP Merge Group
The PTAI_QUES_LIST_GROUP merge group includes the PTAI_QUES_LIST record definition with one configurable field: PTAI_QUESTION.
It also includes the PTAI_QUES_LNG record definition with one configurable field: PTAI_QUESTION.