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.

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

      Important:

      Your target database must be on PeopleTools 8.55 or above 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.

    Note:

    PUM Automatic Merge only supports the project from database.

  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, and then Lifecycle Tools, and then Migrate Data, and then Data Migration Workbench.

  3. Create the ADS project and save it.

    See Lifecycle Management Guide: 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