Upgrading or Copying Related Content Data Using ADS Definitions
Using ADS definitions for upgrading or migrating Related Content Framework data, you can preserve affected configurations and personalizations on a target database. The ADS relationship framework and ADS merge framework preserve configurations and personalizations on a target database.
You can use Data Migration Workbench to migrate related content data. Data Migration Workbench identifies configurable changes that are preserved during upgrade and non-reconcilable changes that are not preserved during upgrade. The configurable and non-reconcilable changes are associated with database tables and its fields that contain related content service definitions and related content services data.
Oracle recommends that you:
-
Do not delete any PeopleSoft delivered objects.
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Restrict your configurations to configurable fields specified for each table because these configurations are preserved.
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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 will not be restored.
The following table lists the configurable and non-reconcilable changes associated with related content service definitions. The database tables and their configurable and non-reconcilable fields associated with related content services are described later.
| Configurable Changes | Non-reconcilable Changes |
|---|---|
|
Modification to service name of a definition. |
Changing the URL type of a service definition |
|
Customer modifies the node name to match the environment |
Deleting a required parameter of a service definition |
|
Modification to service definition’s description and help text |
Adding a required parameter of a service definition |
|
Modification to the display options: refresh and/or new window |
Modifying the following options:
|
|
Modifying the parameter’s description |
Modifying a parameter name |
The following table lists the configurable and non-reconcilable changes associated with related content and related action configuration.
| Configurable Changes | Non-reconcilable Changes |
|---|---|
|
Modification of ‘layout options’ (open in expanded view) |
Deleting a CREF association. |
|
Modification of the ‘related content location’ of related content frame |
Deleting an existing configuration from a CREF. |
|
Modification of the service label of related content/action |
Mapping type of parameter of a configuration (key field, fixed etc). |
|
Making/ removing the default service of an related content |
Changing the page field menu option. |
|
Modifying the service target of an related action |
Deleting a PeopleSoft-delivered folder. |
|
Enabling or disabling a related content / action |
|
|
Modifying the values of service filter (package, path, class ID) app package |
|
|
Modifying the options of the related content frame to be minimized when it is displayed. |
|
|
Modifying the ‘display in field menu’ option for related action |
|
|
Modifying ‘refresh service on change’ option |
|
|
Modifying ‘is value required?’ option |
|
|
Reordering the sequence of folders. |
The following sections list the database tables and its configurable and non-reconcilable fields.
PSPTCSSRVDEFN (Service Definition)
This table holds the service definition data.
The following table lists the configurable fields. Any modification to these fields is preserved.
| Field | Comment |
|---|---|
|
PTCS_SERVICENAME |
Service Name |
|
DESCR254 |
Description |
|
MSGNODENAME |
Node Name |
|
PTCS_SRVHELPTEXT |
Help Text |
|
USEEDIT |
Display Options |
|
PORTAL_URL_ADM |
URL (for URL Type == Non PeopleSoft URL) |
The following table lists the non-reconcilable fields. These fields contain metadata and might be required for the functionality to work; any modification is considered as customization.
| Field | Comment |
|---|---|
|
PTCS_SERVICEURLTYP |
URL Type |
|
PTCS_ESCAPEPARAM |
Escape URL parameters option |
|
PTCS_POST_MAPDATA |
Post Mapping Definition Data option |
|
PTCS_SECUSEEDIT |
Security options |
PSPTCS_PARAMS (Parameters table)
This is the child table of the service definition table, which holds the parameters details defined for the service definition. This is a metadata table and hence the scope for secondary merge is very limited. PeopleSoft recommends that users do not delete any of the delivered parameters, update the parameter name and modify the required flag options.
The following table lists the configurable fields. Any modification to these fields is preserved.
| Field | Comment |
|---|---|
|
PTCS_DESCR128 |
Description |
|
SEQNUM |
Parameter’s order of definition |
The following table lists the non-reconcilable fields. These fields contain metadata and might be required for the functionality to work; any modification is considered as customization.
| Field | Comment |
|---|---|
|
PTCS_PARAMETERNAME |
Parameter Name |
|
REQUIRED_FLG |
Required Flag |
PSPTCS_SRVCFG
This table stores the top-level related content metadata for all the content references that have related content associated with them. It also stores the metadata of how the related content frame is displayed (Right Frame or Bottom Frame).
Any changes, other than the ones specified in the following table are non-reconcilable.
| Field | Comment |
|---|---|
|
PTCS_EXPANDFRAME |
Open in Expanded View Options |
|
PTCS_RCFRAMELOC |
Related Content Frame Location |
PSPTCSSRVCONF (Service Configurations)
This is the actual table that stores the relationship between instances of service definitions and content references.
The following table lists the configurable fields. Any modification to these fields is preserved.
| Field | Comment |
|---|---|
|
IS_DEFAULT |
Default service |
|
PTCS_INSTANCELBL |
Service Label |
|
PTCS_URLTARGET |
Service Target |
|
PACKAGEROOT |
Service Filter – Package |
|
QUALIFYPATH |
Service Filter – Path |
|
APPCLASSID |
Service Filter – Class ID |
|
PTCS_INITMIN |
RC Frame to be open minimized |
|
PTCS_ENABLE |
Enable/Disable Related Content/Actions |
The following table lists the non-reconcilable fields. These fields contain metadata and might be required for the functionality to work; any modification is considered as customization.
| Field | Comment |
|---|---|
|
SEQNUM |
Customer cannot recreate this configuration as the instance ID will be different. |
|
PTCS_MAPFIELDTYPE |
Mapping Type of the parameter |
|
PTCS_FIELDMENUOPT |
Applicable for Related Actions as this is the field to which the glyph is associated. |
PSPTCS_MAPFLDS
This is a child table of PSPTCSSRVCONF and stores the field mappings.
The following table lists the configurable fields. Any modification to these fields is preserved.
| Field | Comment |
|---|---|
|
PTCS_FIELDMENUOPT |
Display In Field Menu option. Applicable for related Actions |
|
PTCSREFRESHSERVICE |
Refresh Service on Change option. Applicable for Related Content. |
|
PTCS_MAPNULLVALUE |
Is Value Required Option |
The following table lists the non-reconcilable fields. These fields contain metadata and might be required for the functionality to work; any modification is considered as customization.
| Field | Comment |
|---|---|
|
PTCS_MAPFIELDTYPE |
Mapping Type |
|
PTCS_PNLFLDNAME |
Page Field Menu Option |
PSPTCS_MNUFLDRS (Folders)
This table stores the data of the folders and their sequencing. A maximum of one child folder for a non root folder is allowed. From the user interface, a user can add or delete folders, but cannot rename a folder. Also, a user can reorder the folder sequence by using the Move Up and Move Down options.
Note:
Deleting a delivered folder is a non-reconcilable change.
The following table lists the configurable fields. Any modification to these fields is preserved.
| Field | Comment |
|---|---|
|
PTCS_FOLDERSEQNUM |
Sequence/ ordering of folder |
ADS Definitions for Related Content Data
PeopleSoft delivers the following ADS definitions for related content data:
| ADS Definition | Description |
|---|---|
|
RCF_SERVICE_DEFINITIONS (RC Service Definition) |
Defines the related content services that can be any collaborative, analytical, or informational content, which is useful for completing business tasks. |
|
RCF_SERVICES (RC Services) |
Encapsulates the content reference for which the services are assigned along with the configuration data (Related Content Configuration) and how they are displayed in the related content frame (Related Content Layout). This ADS data set should be used for shipping Related Content Framework service changes from PeopleTools 8.54 onwards. In PeopleTools 8.53, this ADS data set was recommended for delivering new services only. In PeopleTools 8.54, this restriction is not valid, and this data set can be used for any update or new service. |
You can also use Add To Project links available on Related Content Framework pages to add specific definitions to existing ADS projects.