Friday, May 10, 2013

PeopleSoft project migration - tips

1. Always set your PeopleSoft Application Designer Tools Options to:
Insert object into project when modified and saved.
Prompt for related objects
The benefit of setting these Tools parameters is that the work the developer just did stands a much better chance of actually being stored in the project.

2. Use the Save All feature early and often in order to reap the benefit of the above recommendation.

3. Insert role, permission lists and portal structure into the project if PeopleSoft online has been used to register

4. Always run Compare Reports between source and target data bases before migrating (copying) projects.

Running compare report set/reset the project upgrade checkbox automatically

5. Make sure the menu definition, component definition and page definition(s) are in the same project as the Permission List.


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