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:

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:

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

2. Click the Add a New Value link.

3. Enter a project name and description.

4. On the Project Definition page, select Activity Guide List as the Data Set Name.

5. Go to the Data Set Content page.

6. Click the Insert Content button.

7. 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.

8. Select the activity guide template that you want to migrate.

9. Click the Insert and Return button to insert the selected items.

10. Return to the Project Definition page.

11. Add a row to the Project Content grid and select Activity Guide Item as the Data Set Name.

12. Return to the Data Set Content page.

13. Ensure that ACTIVITY_GUIDE_ITEM is selected and click the Insert Content button.

14. 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.

    1. For the PTAI_ITEM_ID field, select the All operator.

    2. Add a row to the search values and select PTAI_LIST_ID as the field name.

    3. Select the = and specify the template ID.

    The follow example illustrates search values on the Insert Data Set Content page.

    

15. Select the appropriate actions items or click the Select All button.

16. Click the Insert and Return button to insert the selected items.

17. Click the Save button to save the data set.

18. Click the Copy To File button to copy the data set to a file.

19. Select the location for the file.

20. Click Run.

21. On the Process Scheduler Request page, click OK to start the copy process.

22. 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 the action item level.

• Dynamically returning a content URL to display additional information.

• Action item post processing.

• Approval Workflow Engine (AWE) approval handlers

SELECT MAX((SUBSTR(PTAI_LIST_ID, 11, LENGTH(PTAI_LIST_ID)))) FROM PS_PTAI_LIST;

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.

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

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