Moving PeopleSoft Config between Environments April 12, 2007Posted by Duncan in Administration, Data Mover, PeopleSoft.
During PeopleSoft implementations it’s a fairly common task to need to move Configuration (i.e. setup data) between environments. Larger implementations may even have a separate Config environment which serves as the master for config data, and from where you’d need to migrate out config into other environments on a regular basis.
There are a number of tools you could use to achieve this, be it data mover, raw SQL or even an SQR or App Engine. All of these would need to be custom written. An alternative solution is to use the Manage Configuration Set functionality. It’s a delivered component (at least on more recent versions of the Application) that lets you choose the modules you wish to export config for, and it builds the DMS files (Data Mover Scripts) for you.
Navigating to the Component
In HR and Financials (8.9) the navigation is Enterprise Components > Manage Implementations > Manage Configuration Set, the component is EOLT_CONFIG_OPT_GBL.
The Manage Implementations Folder is hidden from portal navigation by default (at least it is in HR) so you won’t be able to see it. Either go straight to the component using a (modified) version of this URL:
or go to PeopleTools > Portal > Structure and Content, drill down into Enterprise Components and edit Manage Implementations to not hide it from portal navigation (checkbox on first page).
Generating the Data Mover Scripts
Once you are in the Component, select the areas of PeopleSoft you wish to export. Run the process, then choose to Generate the Data Mover Scripts (from Manage Setup Tasks).
Like most things, the final files are often not perfect – so they’ll need some tweaking – but they do provide a fine start. We’ve found that often actual data tables – rather than just config tables – are included so if you aren’t careful you may find extra data is replaced in the target environment that you didn’t expect, but a run through of the script before running (and a backup) should resolve any issues.