Checklist for a Successful Configuration

Use this section as a checklist to focus on areas of particular importance and in gathering information needed to plan and perform your ChartField configuration. This section also helps to identify areas where mistakes are commonly made.

Important:

Oracle strongly recommends that you read this section and understand the full implications of each point before proceeding with the actual configuration.

Before running the full configuration:

  • Access Oracle's My Oracle Support website for information about configuration of ChartFields for Mobile Time and Expense.

  • If you are upgrading from a previous PeopleSoft release, thoroughly read the Upgrade documentation for your upgrade path—this is critical.

  • Thoroughly read this topic on configuring ChartFields—this is also critical.

  • Get agreement functionally and technically as to how to use each of the delivered ChartFields and which configuration actions are appropriate, such as activate and relabel.

  • Consider taking the ChartField Assessment Fit-Gap Workshop offered by PeopleSoft Global Services.

  • Do not approach ChartField configuration as an iterative process. Thoroughly plan and implement it in a single configuration process if possible.

  • Run the PeopleSoft Full Configuration AE (Application Engine) process (FS_CFCONFIG) before using the system if you make any changes to the Standard Configuration or Advanced Configuration pages. Deselect any unlicensed Project Costing, Expense , Resource Management product, and Services Procurement check boxes on the Installation Options Products page before running the Configure process so that ChartFields related to these products are automatically inactivated and do not appear on pages containing these ChartFields.

  • Do not load new ChartField values (such as Accounts or Departments) until the configuration is complete and indexes have been rebuilt per the Configuration Steps report.

  • Note that objects modified by the full configuration will be reported as changed on Upgrade Compare reports.

    Note:

    To segregate these changes from your inhouse customizations, create a new user ID that is used only to run the configuration. Objects modified by that configuration user can then be isolated in compares.

  • Before running the process, ensure that your environment has the recommended database settings for ChartField Configuration.

  • If you are set up for multilanguage and plan to relabel or add new ChartFields, sign in using the base language and ensure that the language code on the User Profile page is also set to the base language so that base and foreign language labels are applied accordingly.

  • Ensure that your Structured Query Report (SQR) environment has been configured correctly (PeopleSoft Asset Management installations only).

  • Run SYSAUDIT and verify that all errors have been corrected.

  • Run the Preview Configuration process to preview the manual steps that will be required.

  • Back up your database.

  • Turn off process scheduler traces (TraceAE=0, TraceSQL=0, and TracePC=0 in psprcs.cfg file).

    Turning the trace on can double processing time.

  • Ensure that all users are signed out of the system before running the full configuration process.

    This applies to standard and advanced configuration as explained in this topic.

  • After initiating the full configuration, shut down the app server and monitor the progress of the process using your OS monitor (Task Manager) or the timestamp on the AE logs produced by the process.

After running the full configuration:

  • Check the message log in PeopleSoft Process Monitor for error messages.

  • Check the PeopleSoft Application Engine log files (.stdout and .trc files) for error messages.

  • If reordering ChartFields, check the Bulkops.log file for "unable to process <page>" error messages.

    Skipping certain pages is normal for the process.

  • Verify that all configuration actions have a Complete (standard actions) or Auto Configuration Complete (advanced actions) status using the Configuration Status - Action Status page.

  • If the full configuration process fails before completion, correct the error and restart the process using the Process Monitor.

    Do not initiate a new process instance until the first instance is successfully completed.

  • If the standard AE logs do not provide sufficient information about an error, setting TraceAE=3 in the psprcs.cfg will produce a detailed AET trace file.

  • Copy AMCHARTS.SQC to your SQR directory (Asset Management installations only).

  • Perform the required manual steps outlined on the Configuration Steps report and when completed, set the status in the Product Status page from Auto Configuration Complete to Complete.