PeopleSoft Tipster

Following on from yesterday’s post on creating and publishing a Navigation Collection, now you’ve created one you’ll want to migrate it around between environments.  There are a few steps to this.

Migrate Navigation Collection with App Desginer

First, you need to identify which are the correct Navigation Collection Content References to add to your App Designer project.

Run the following SQL to get the PORTAL_OBJNAME of your Navigation Collection:

select * from PSPRSMDEFN
 where portal_name='EMPLOYEE'
   and portal_prntobjname='CO_NAVIGATION_COLLECTIONS';

Now we need to find the PORTAL_OBJNAMES of every link within your collection.  Run the same SQL, but replace the Parent Object with the name of your Navigation Collection (the PORTAL_OBJNAME from the first SQL).

This should give you a list, many of which will look like this:
ADMN_S200810276523143947898702

Within App Designer add both your Navigation Collection and the links/folders within it:

(If there are too many too enter manually you could always insert directly into PSPROJECTITEM.)

You’ll also want to add your User Homepage (for each Oprid that is using it) so that the homepage layout gets copied between environments too.  This will save you from having to manually select the collection in every PIA.

Migrating the Pagelet

So now you’ve migrated the Navigation Collection, before you log in to check we also need to migrate the Pagelet.

Within the PIA navigate to PeopleTools > Portal > Pagelet Wizard > Export/Import Pagelets.  This page helps you to create the Data Mover scripts you’ll need.

Select the checkbox next to your Pagelet, then press ‘Generate Scripts’.  These should be run in Data Mover to export and import your pagelet through your environments.

Once this is done you’ll need to bounce the Application Server, then you’ll be able to log into your target environment and check your migrated pagelet.