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Mass change for dummies

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

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Mass change for dummies

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  1. USM Oracle/PeopleSoft MidAtlantic Regional Conference Gettysburg College – June 2, 2009 Mass change for dummies

  2. 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

  3. 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

  4. 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

  5. “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

  6. 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 …

  7. 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 …

  8. 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 …

  9. 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 …

  10. 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

  11. 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

  12. Set Instructor Access to “Approve” Grade roster access

  13. Mass change type Main Menu > PeopleTools > Mass Changes > Types

  14. Define Records/Tables and Actions Mass change type

  15. Define Actions/add custom SQL Mass change type

  16. Mass Change template Main Menu > PeopleTools > Mass Changes > Templates

  17. Select/define Criteria Mass Change template

  18. Add Template to User’s Perm List Mass change Security Main Menu > PeopleTools > Security > Permissions and Roles > Permission Lists

  19. Mass change definition Main Menu > PeopleTools > Mass Changes > Definitions

  20. Mass change definition

  21. Generate SQL Mass change definition

  22. Define/link Prompt Records Prompt records Main Menu > PeopleTools > Mass Changes > Prompt Records

  23. 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

  24. Main Menu > PeopleTools > Mass Changes > Process Mass Change Run mass change

  25. Grade roster access

  26. 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

  27. Student groups

  28. Mass change type

  29. Mass change type

  30. Mass change type

  31. Mass Change template

  32. Mass Change template

  33. Mass change definition

  34. Mass change definition

  35. Mass change definition

  36. PROMPT RECORDS

  37. Translate values

  38. Student group table

  39. RUN MASS CHANGE

  40. Student groups

  41. Ross Leisten Enterprise Business Systems Coordinator Information Technology Salisbury University/Maryland rdleisten@salisbury.edu Questions?

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