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Learn the basics of using Mass Change tool in Oracle/PeopleSoft systems, its benefits, setup, and issues. Discover how to make database changes efficiently and validate results effectively.
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USM Oracle/PeopleSoft MidAtlantic Regional Conference Gettysburg College – June 2, 2009 Mass change for dummies
Enterprise Business Systems Coordinator Salisbury University Provide inter-departmental analytical support for all Student Administration areas Liaison between end users and developers Provide end user training for University staff, faculty and students Ross leisten
University System of Maryland affiliate located on Maryland’s Eastern Shore 4 academic schools housing 43 undergraduate/5 post baccalaureate certificate/13 graduate programs Approximately 8,000 student, 1,500 faculty and staff SU implemented PS HRSA and Financials v8 beginning with HR and Admissions in 2002, finishing with CR in 2004. SU currently uses Financials v8.9 and CS and HRMS v9. Financials upgrade occurred during the Summer of 2006. CS and HRMS upgrades occurred in December of 2007. Salisbury University
Rumors Mass Change is going away! Realities Oracle has no timeline or plan for its discontinuation Similar to Query Manager, Mass Change is a powerful tool for generating sql code and interacting directly with the Oracle/PeopleSoft tables. Mass Change can be used with other delivered “engine” processes or by itself Rumors and realities
“Just the Basics” This presentation covers only a “very basic” introduction to Mass Change, why you might want to consider using it, its component pieces, setup and operation. The focus is on two simple “from scratch” examples (no delivered scripts, no groups, no complex join conditions or operations, etc.). Mass change for dummies
Mass Change processes … can be used in place of invasive system modifications or projects can be used to change or correct one or many table values online and without the use of “behind the scene” sql scripts require little or no attention during patches and fixes installations, and/or upgrades Benefits …
Mass Change process … missteps can be deadly, especially for “trigger-happy” users settings/runs involve several page and tab navigations settings are not validated results must be validated by query (no companion reports) Issues …
Grade Roster Access (Instructor) Clearing Schedule of Classes LMS fields Clearing Student Groups Deleting individual or multiple table entries in preparation for ID Deletion Assigning Dean’s List and/or Latin Honor markers Populating graduation/degree GPAs for new graduates Mass change uses …
Preliminary Research - should any other table changes be made as a direct result Trial Build - use a test environment for the initial process build Test - both the process and any/all online processing that depends upon the changes Involve a Developer - for research and build Move/Copy To Production – when the process is “perfect” Always do the obvious …
Types - define records and actions Templates - define selection fields Permission List Security Definitions – define selection criteria Prompt Records – most closely associated with Definitions Groups – one or more Definitions Building blocks
SU instructors grade online - graded rosters are approved by instructors, posted by Registrar’s office SU schedule of classes build is decentralized across more than 20 academic departments where Instructor Access is not always coded with a consistent “Approve” Problem … solution #1
Set Instructor Access to “Approve” Grade roster access
Mass change type Main Menu > PeopleTools > Mass Changes > Types
Define Records/Tables and Actions Mass change type
Define Actions/add custom SQL Mass change type
Mass Change template Main Menu > PeopleTools > Mass Changes > Templates
Select/define Criteria Mass Change template
Add Template to User’s Perm List Mass change Security Main Menu > PeopleTools > Security > Permissions and Roles > Permission Lists
Mass change definition Main Menu > PeopleTools > Mass Changes > Definitions
Generate SQL Mass change definition
Define/link Prompt Records Prompt records Main Menu > PeopleTools > Mass Changes > Prompt Records
Translate values Values defined within the translate table will automatically become visible in the Translate Mass Change View (XLAT_MC_VW) Main Menu > PeopleTools > Administration > Translate Values
Main Menu > PeopleTools > Mass Changes > Process Mass Change Run mass change
SU frequently uses Student Groups for mass transcript generation and enrollment appointment purposes After use, Student Group data is considered useless Although CS delivers a mechanism for inactivating Student Group members in mass, no process for removing members exists Problem … solution #2
Ross Leisten Enterprise Business Systems Coordinator Information Technology Salisbury University/Maryland rdleisten@salisbury.edu Questions?