Created by Miki Yanagi, last modified by Jeffrey A Jensen on May 17, 2019

Creating in CSDEV

Project

  • File > New > Project
  • File > Save Project As
  • UM_RUN_(SQR name here)

Record

  • File > New > Record
  • Insert > Field
  • Add 2 keys by typing the following into the Name filed and hitting Enter
    • OPRID
      • After inserting the field, right click on the field
      • Choose > Record Field Properties
      • Check key
      • Click OK
    • RUN_CNTL_ID
      • After inserting the field, right click on the field
      • Choose > Record Field Properties
      • Check Key
      • Click OK
    • Any fields needed by your SQR (i.e. STRM)
  • Save Record as UM_RUN_{SQR Name Here}
    • Available Space Name- DB Name > UMAPP
  • Click OK
  • F7 will insert into Project (Keep saving project)

Page

  • Open an existing page to copy it
  • Open > Page
  • Type in existing page name (i.e. UM_RUN_UMDSTEDC)
  • Right click to look definition and add it to your project
  • Save as UM_RUN_{SQR Name here}
  • Edit Page and Save
  • F7 will insert into Project (Keep saving project)

Component

  • File > New > Component
  • Drag and Drop Page from Project on left into your new Component
  • Right Click > Component Properties
  • Click on the Use tab
  • Add Serach Record - PRCSRUNCNTL
  • Click OK
  • Save as UM_RUN_{SQR Name here}
  • F7 will insert into Project (Keep saving project)

Menu

  • File > Open > Menu
  • UM_SA > Enter
  • Highlight in list
  • Click Open
  • Highlight Component then drag and drop into the Reports menu
  • Double click and change the Label to an English name
  • Save All

Process Definition

  • CSDEV > PeopleTools > Process Scheduler > Processes
  • Click on Add and New Value tab
  • Process Type > SQR Report
  • Process Name = SQR name
  • Click on Add
  • Immediately click on the Process Definition Options tab
  • Add component name (i.e. UM_RUN_{SQR Name Here}
  • Add Process Groups
    • ALL_PAGES
    • ALLPAGES
    • CSALL
  • Click Save

Structure and Content

  • Go to PropleTools > Portal > Structure & Content
  • University of Maine System Folder > (Financial Aid, Records and Enrollment, etc.) 
  • Add Content Reference
    • Name - UM_RUN_{SQR Name Here}
    • Label - Use English name
    • Node
      • Local_node
      • PeopleSoft component
    • Menu - UM_SA
    • Market - Prefills
    • Component - UM_RUN_{SQR Name Here}
  • Click Save

Security

  • Go to PeopleTools > Security > Permissions and Roles > Permission Lists
  • Search for S_HCCPCSSA1000
  • Click on the Pages tab
  • UM_SA > Edit components
  • UM_RUN_{SQR Name Here}
  • Edit Pages
  • Select All
  • OK
  • OK again
  • SAVE

Build Record

  • Highlight Record in App Designer
  • Build Current - Looks like stack of colored blocks
  • Check Create Table
  • Execute and Build Script
  • Click on Build then check error messages at bottom of screen

Moving from CSDEV to CSTST

Moving a Project from CSDEV to CSTST

  • Open your Project in App Designer
  • Click on the Upgrade tab
  • Insert Definitions in the Project
  • Definition Type > Process Definitions
  • Type > SQR Report
  • Hit Return to get a list of SQR REports
  • Highlight the correct SQR Report
  • Click > Insert
  • Click > Close
  • Save All

Compare DEV to TST

  • Click > Tools from the Menu Bar
  • Click > Compare and Report > To Database
    • Database Name > CSTST
    • ID > {Your ID}
    • Password > {Your password}
  • Click > OK
  • Click > Compare
  • Close all of the windows
  • For each item in the Upgrade tab
  • Double click each items listed
  • Source should exist but Target should be Absent (if new) or Changed (if changeing)
  • Upgrade should be checked

Copy Project to CSTST

  • Click > Tools from the Menu Bar
  • Click > Copy Project > To Database
    • Database Name > CSTST
    • ID > {Your ID}
    • Password > {Your password}
  • Click > OK
  • Click > Copy
  • Unlock the Project from the Development tab

In CSTST

Build Record

  • Highlight Record in App Designer
  • Build current - looks like stack of colored blocks
  • Check Create Table
  • Execute and Build Script
  • Click on Build then check error messages at bottom of screen

Structure and Content

  • Go to PropleTools > Portal > Structure & Content
  • University of Maine System Folder > (Financial Aid, Records and Enrollment, etc.) 
  • Add Content Reference
    • Name - UM_RUN_{SQR Name Here}
    • Label - Use English name
    • Node
      • Local_node
      • PeopleSoft component
    • Menu - UM_SA
    • Market - Prefills
    • Component - UM_RUN_{SQR Name Here}
  • Click Save

Security

  • Go to PeopleTools > Security > Permissions and Roles > Permission Lists
  • Search for S_HCCPCSSA1000
  • Click on the Pages tab
  • UM_SA > Edit components
  • UM_RUN_{SQR Name Here}
  • Edit Pages
  • Select All
  • OK
  • OK again
  • SAVE