Understanding Job Filtering

Change Assistant will filter the job to only include the steps that apply to your environment. The job is filtered by step attribute criteria, including:

  • Platform

  • Language

  • Products

  • PeopleTools Release

  • Orientation

  • EM Hub

    If the EM Hub is defined and the target database is defined to the hub, the file deploy steps will be included in the job, if it is not defined, the file deploy steps will be set to Filtered at the Job Level.

  • Synchronize Target Metadata

    If the Synchronize Target Metadata option is set to No , the step Re-Synching Target Details with PI Image will be set to Filtered at the Job Level.

Creating Filtered Documentation

The Change Assistant template is delivered with embedded documentation to help guide you through the change package jobs, especially the manual steps. You can create a single HTM file that is filtered to contain only the documentation for the chapters, tasks, and steps relevant to your job. This section assumes that you have created a Change Assistant job from a PUM change package. To create the filtered documentation:

  1. In Change Assistant, in Update Manager mode, highlight the root node of the template.

  2. Right-click, and select Finalize Documentation.

    This produces a single consolidated HTM file named for the update job. The file is saved on your client machine in the following location, where <staging_directory> is the directory you specified on the General Settings page:

    <staging_directory>\<change assistant job name>\Documentation\<package_name>.htm

    For example: D:\PUM\Staging\softwareupdateSELECTIVE{HR92U016-HC920001}IP\Documentation\SELECTIVE.htm.