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LIGHTLY TECHNICAL OBSERVATIONS ON PEOPLESOFT, SQR, AND RELATED AND UNRELATED TOPICS

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Migrating the Project

Last week's post reviewed some of the options for the Compare and Report process. Now that we've done the compare (with or without the reports), we are ready to complete the project migration.

The view provided by the Upgrade tab is specifically designed for this step. We should select each object type in turn and look at the results to ensure that the expected actions will be performed.

First consider the comparison results. An object will have a status in both the source database (the one we're logged into) and the target database. For example, it could be a delivered object that we have modified. In this case the compare result might be "*Changed/Changed." The most important thing to notice here is the little asterisk, which means "custom." You might even see something like "*Unchanged/Unchanged." How could a custom object be "unchanged"? This relates back to the Comparison option discussed last week. The Comparison option gives a cutoff release or date. Objects changed since that cutoff point are "Changed" and others are "Unchanged." So an old customization could be listed as "*Unchanged." Again, in my opinion, it is usually not necessary to be concerned with this. Most of the time we can ignore the difference between "Changed" and "Unchanged" and simply focus on whether an object has been customized. With that simplification in mind, there are really four results in each database: (Un)Changed, customized (*), Absent, and Same.

An object comparing as Same/Same won't usually be migrated. Therefore, App Designer clears the Upgrade checkbox. For all other results, we must ensure that the Upgrade checkbox is set or cleared as appropriate. This is usually pretty simple to do. Just scan down the column looking for asterisks and "Absent."

You might decide to clear the Upgrade checkbox to keep an object from migrating. But be careful here. Remember that the next time you or anybody else runs the Compare and Report, the checkbox could be set again. It might be better to remove the object from the project to prevent an accidental migration.

An object comparing as "Absent/(anything)" presents a special situation. "Migrating" this object means that we will delete it from the target database. The proposed action will be listed as "Delete." However, the Upgrade checkbox will not be set. App Designer is afraid to delete objects without your OK. (This is one of the two things that App Designer is afraid to do. The other is an online table ALTER. I don't understand the hesitancy there either.) I believe that in almost all cases, the Upgrade box should be checked in order to allow the deletion to occur.

Yes, I can hear the objection. Why delete an object? It can't hurt to just leave it out there, right? That's often but not always true. Suppose, for example, that it's a PeopleCode program. Due to some customization, the program does not exist in the source database. If we just leave it alone in the target, though, it will execute. If we don't want this code to execute in the source, why would we want to leave it in the target?

(Another way to "delete" a PeopleCode program without running into this little obstacle is to replace its code with a comment indicating that the program has been deleted. This leaves something in the program, and so the object is not being physically deleted. It's also good documentation. But if you are just developing something and realize that a program you recently wrote is not needed, it's better to just delete it to keep the database clean.)

Other types of objects can also be "Absent" in the source database, even though they are a member of the project. Here's how that happens. You can attach an object to the project and then physically delete the object. This is done using File | Delete, or in the case of PeopleCode, by erasing all of the code from a program. Even for other objects that won't interfere if you leave them intact, it is probably better to delete them so that your two databases remain in sync. Otherwise these objects will show up as differences when you run a full database compare. You will then need to reconcile the differences and probably won't remember why the objects were deleted from the source database in the first place. Deletes also occur with updates delivered by PeopleSoft.

Now that the Upgrade checkboxes have all been set or cleared as appropriate, it's finally time to do the actual migration. Remember that an action will be performed only if the Upgrade checkbox is checked and the Done checkbox is clear. On the Copy panel you will see a Reset Done Flags option. "Reset" always sounded to me like something that would be done after the copy, but it's not. It really means that the Done flags will be cleared before the copy. If you want to push the entire project, check this option. If you are doing a partial migration of a few objects after a previous successful migration, clear it.

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SQRSQR lines, boxes and images 08-10-2014
SQRSQR one-point coordinate grid 08-09-2014
SQRSQR proportional fonts 08-08-2014
SQRSQR print positioning 08-07-2014
SQRSQR reports: The basics 08-06-2014
PS Fear of customization 07-18-2014
SQRSQR variable names 07-02-2014
PS Concatenating strings in PCode05-12-2014
PS HTML and server communication 05-05-2014
PS JavaScript in HTML areas 04-21-2014
PS Using HTML areas 04-18-2014
PS The HTML object 04-11-2014
PS Types of HTML areas 03-14-2014
SQREmbedded SELECTs in SQR 01-31-2014
PS Exporting all PeopleCode 11-30-2013
PS Disabling autocomplete 09-29-2013
SQRSP Debugger for SQR update 09-12-2013
General Stopping... and restarting 09-02-2013
SQRSQR debugger version 2 09-29-2010
SQRA few SQR items 05-20-2009
PS Ignoring "component changed" 05-07-2008
PS App Engine 04-30-2008
PS Commenting code 04-02-2008
PS The "Powered By" page 03-05-2008
PS Formats in PeopleCode vars 01-30-2008
PS Page layout with group boxes 01-09-2008
PS Meta-SQL wrappers 12-19-2007
PS Derived record PeopleCode 12-05-2007
PS A Cancel button 11-28-2007
General "Leading" the test effort 11-07-2007
SQRTemporary tables in SQR 10-31-2007
SQRUpdating long character data 10-24-2007
PS Record.Field specification 10-17-2007
PSSQRRELLANG.SQC 10-03-2007
PS Migrating project definitions 09-26-2007
PS Derived records 09-19-2007
PS Positioning elements on pages 08-29-2007
General Thanks 08-22-2007
SQRSQR "code alerts" 08-08-2007
PS Styles in HTML Areas 08-01-2007
SQRDynamic SQL for performance? 07-25-2007
PS Page Field Name 07-18-2007
PS PeopleCode event order 06-27-2007
SQRFormatting Excel using HTML 06-06-2007
Component-changed state 05-23-2007
PS Selecting styles for page fields05-16-2007
SQRSending email from SQR 05-02-2007
General Contractor networking 04-25-2007
PS Project X--and another project04-18-2007
PS Effective and data entry dates04-11-2007
PS A PeopleSoft home page 04-04-2007
PSSQRHyperion and the future of SQR03-21-2007
General The data doesn't lie 03-14-2007
PSSQRHyperion acquisition 03-07-2007
General Taking ownership 02-28-2007
PS Source control 02-21-2007
PS Sandboxes 02-14-2007
PS Migration instructions 02-07-2007
PS PeopleSoft environment usage 01-31-2007
PS Multiple environment strings 01-24-2007
PS Multiple testing environments 01-17-2007
PS PeopleSoft support environments 01-10-2007
General A single source of truth 01-03-2007
Nothing Smile 12-27-2006
PS Navigating the component buffer 12-20-2006
PS JavaScript and styles 12-13-2006
PS SQL for common HR queries 12-06-2006
SQRSQR program complexity 11-29-2006
SQRFrequent SQR questions 11-22-2006
PS Followup 11-15-2006
PS Expanding subrecords 11-08-2006
PS Bind variables 10-25-2006
PS Attaching objects to projects 10-18-2006
PS Partial transaction completion10-11-2006
PS The multi-process component 10-04-2006
PS Employee rows lost to security09-27-2006
SQRSQR document sections 09-20-2006
PS Empty-string compares in SQL 09-13-2006
SQRNulls, blanks, empty strings 09-06-2006
General Company policy 08-30-2006
PS Auto-lookup exclusion 08-23-2006
PS Effective status 08-16-2006
PS A couple of HRMS/HCM utilities08-02-2006
PS Translate value changes 07-26-2006
General Updating views 07-19-2006
General Set-based updates 07-12-2006
PS SQL set-based processing 07-05-2006
Being happy about bugs 06-28-2006
Busy in the PS marketplace 06-21-2006
General 2-way documentation 06-14-2006
PS Interfaces as views 06-07-2006
PS Hijacked fields 05-31-2006
General Agile software development 05-24-2006
General Working within Waterfall 05-17-2006
General Over the Waterfall 05-10-2006
PS Experimentation in PeopleSoft 05-03-2006
PS Unlimited enhancements? 04-26-2006
PS Testing direct DB updates 04-19-2006
SQRDelayed evaluation of SQL 04-12-2006
PS Database compares 04-05-2006
General Support problem? Call FBI! 03-29-2006
SQRFinding SQR errors 03-22-2006
PS Finding PeopleSoft Queries 03-15-2006
PS PeopleSoft Query support 03-08-2006
PS JOB table and SetIDs 03-01-2006
PS Migrating the project 02-22-2006
PS Compare and Report options 02-15-2006
PS Comparing and migrating projects 02-08-2006
PS Object security in App Designer 02-01-2006
PS Automation of App Designer 01-25-2006
General Contractors on PS projects 01-18-2006
General "Smart coding" 01-11-2006
SQRDebugger tricks 01-04-2006
PS EFFDT and component processing12-28-2005
PS Referential integrity 12-21-2005
PS Menu navigation using SQL 12-14-2005
SQRA coding standards wish list 12-07-2005
PS More App Designer options 11-30-2005
PS Pages in App Designer 11-23-2005
PS Finding objects on the menu 11-14-2005
PS Magic search record fields 10-31-2005
PS Documenting object attributes 10-24-2005
PS Monitoring server performance 10-17-2005
PS Searching PeopleCode 10-10-2005
PS Speeding up App Designer 10-03-2005
PS Using the message catalog 09-26-2005
PS Good ideas that sometimes aren't09-19-2005
PS And now Siebel 09-12-2005
SQRDate comparisons 09-05-2005
PSSQRFTP options 08-29-2005
PSSQRMoving code across environments08-22-2005
PS Spring cleaning 08-15-2005
SQRBuild your own SQR "IDE" 08-08-2005
PS Change control in App Designer08-01-2005
PS App Engine: disadvantages 07-25-2005
PS App Engine: advantages 07-18-2005
SQRCoding Excel file output 07-11-2005
General Creating Excel files 07-05-2005
PS Dave's next move 06-27-2005
SQRSQR variable oddities 06-20-2005
SQRSQR arrays 06-13-2005
SQRCompiling SQRs 06-06-2005
PS 5-character SETIDs 05-30-2005
PS Use all of the keys 05-23-2005
SQRDynamic SQL in SQR 05-16-2005
PS Running the in-place conv 05-09-2005
PS Searching for fields in DB 05-02-2005
PS Converting setup data 04-25-2005
PS Associating effective-dated tables 04-18-2005
PS Upgrading without an upgrade 04-04-2005
PS Scheduling patches 03-28-2005
PS To patch or not? 03-21-2005
PS Basic tools 03-14-2005
SQRWay back with sqrtools.com 03-07-2005
PS Meta-SQL 02-28-2005
PS Dropping the user index 02-21-2005
PS User indexes 02-14-2005
PS Page changes in App Designer 02-07-2005
General Generate SQL from SQL 01-31-2005
SQRSQR report viewer 01-24-2005
General Bug or enhancement? 01-17-2005
PSSQRTagging objects and code 01-10-2005
General Issue tracking 01-03-2005
PS PeopleSoft 10? 12-27-2004
PS Purging tables 12-20-2004
PS Acquisition 12-13-2004
PS Exporting PCode as text 12-06-2004
PS Simplify SQR code 11-29-2004
PS New site for SQR info 11-22-2004
PS Comparing objects 11-08-2004
PS Applying SQL-from-SQL 11-01-2004
General Generating SQL with SQL 10-25-2004
General Generating SQL 10-18-2004
PS Scrambling data 10-11-2004
PS What's going on with PS? 10-04-2004
SQRPrint positioning in SQR 09-27-2004
PS Oracle vs. PeopleSoft 09-13-2004
General Word, email, and lava lamps 09-06-2004
PS Custom run control: tips 08-30-2004
PS Custom run control: building 08-23-2004
PS PeopleCode, behind the scenes 08-16-2004
PS Language-specific pages 08-09-2004
SQRUsing substitution variables 08-02-2004
SQRSQR substitution variables 08-02-2004
PS HTML areas 07-19-2004
SQRRecursion in SQR 07-12-2004
SQRSQR code formatting 07-06-2004
SQRDebugger beta release 06-28-2004
PS Application Designer tidbits 06-27-2004
PS Configuration for custom SQR 06-14-2004
PSSQRModify or clone? 06-07-2004
PS Identifying custom objects 06-01-2004
PS EFFDT again 05-24-2004
General Change-only interface: impl 05-17-2004
General Change-only interface: concept05-10-2004
PS Cache troubles 05-03-2004
PS Component PeopleCode 04-25-2004
PS EFFDT and EFF_STATUS 04-18-2004
PS SETID in subselects 04-11-2004
PS Denormalized tables 04-04-2004
PS Documenting retired custom 03-28-2004
PS Sharing login IDs 03-21-2004
SQRGlobal and local SQR variables03-14-2004
SQRDISPLAY and MOVE 03-07-2004
PSSQRRun control in SQR 02-29-2004
SQRCommon sources of SQR bugs 02-22-2004
PS Implementation setup data 02-15-2004
PS Managing setup data 02-08-2004
PS Managing objects 02-01-2004
PS Make a home page 01-01-2004