• Run the CAST Management Studio
• Validate and choose the connection profile for the PSOFT5_V_MNGT Management Service schema (i.e. for the Vanilla repository)
  
• Click Next to start the setup wizard

• Enter the CAST License Key and click Next:

• Configure the folders (note that the required folders have changed in CAST AIP ≥ 8.3.x):

• Click Finish to launch the CAST Management Studio.

Configure CAST Management Studio preferences

Once the CAST Management Studio has launched, open Windows/Preferences:

Initial actions required when using CAST AIP 8.2.x

Import the Assessment Model

• Open the Dashboard Service editor for the Dashboard Service (PSOFT5_V_CENTRAL) that is associated to the Management Service you are currently connected to.
• Click the Import Assessment Model option - the Assessment Model will then be displayed in the CAST Management Studio in the Assessment Models view.

Configure the plugins

• Navigate to the following location in the Delivery folder defined for the combined schema installation you are using:

plugins

• Locate EACH folder in "plugins" starting with "dmtcastpeoplesoft*", for example:

plugins\dmtcastpeoplesoftdb2extractor-<version>

• In EACH folder in "plugins" starting with "dmtcastpeoplesoft*", delete all files ending with the following:

*.mda
*.mda.signed_SHA256

• Ensure that the only file that remains in this folder is:

*.mda.signed_SHA1

•  Rename this file as follows:

*.mda

Configure the Assessment Model

Some elements in the default Assessment Model shipped with CAST AIP are not relevant for a PeopleSoft analysis/snapshot, therefore CAST recommends that you disable the elements listed below to prevent them "polluting" the results. You can disable them in the Assessment Model editor by unticking the element in the Active column:

Rules

Distributions

Measures

Manage the Application, accept the delivery and set as current version

• In the CAST Management Studio, Application view, click Manage an Application registered in AIC Portal….
• The wizard displays all available applications. Select the "Vanilla" application:

• Assuming the packages have already been delivered as explained in PeopleSoft 5.1 - Application analysis and snapshot generation, the Application editor will show the delivered Version in the Delivery tab:

• Select the Version and then click the Manage the delivery… option to open the CAST Delivery Manager Tool. Check the packaging is correct:
  • The Content state of the package should be showing Packaging successful
  • In the Package content tab, you should see one project named Vanilla for the PeopleSoft Extractor Project type:

• Quit the CAST Delivery Manager Tool.
• Back in the CAST Management Studio, select the Version and click Accept delivery and use it as current version. You should use the default values in the wizard that is displayed.

Configure Modules

• In the Application editor, click the Modules tab.
• Ensure the option to generate a Full Content module is ticked (this should be the case already):

• You are now ready to generate a snapshot, see below.

Generate a snapshot

• Generate a snapshot for the Vanilla Application - ensure this includes an analysis:

Post snapshot checks

Check log files

You should ensure that no error nor warning messages are reported and that any unusual message recorded in the log file should be reported to CAST Support. When using the GUI, navigate to each analysis execution item and then click the log link: 

The following is an example of the messages that you could expect:

• PSOFT-000 Start
• PSOFT-001 Update metrics
  • PSOFT-101 Error executing xxx
• PSOFT-002 Additional links
  • PSOFT-102 Error executing xxx
• PSOFT-003 Discrimination data
  • PSOFT-103 Error executing xxx
• PSOFT-006 End

Check the results in the CAST dashboards

In particular, you should use the PeopleSoft 5.1 - Application analysis and snapshot generation feature in the legacy PeopleSoft 5.1 - Application analysis and snapshot generation to help perform an inventory check:

• Verify the number of objects of major object types (Applet, Business Service, Business Component,...) match the expected numbers.

• Please note that the Project application is the sum of ADDED modules and MODIFIED modules. This excludes the standard objects (unchanged from the Vanilla).

• Run the CAST Management Studio
• Validate and choose the connection profile for the PSOFT5_MNGT Management Service schema (i.e. for the Project repository)
  
• Click Next to start the setup wizard

• Enter the CAST License Key and click Next:

• Configure the folders (note that the required folders have changed in CAST AIP ≥ 8.3.x). You should use the SAME FOLDERS as defined when you setup the analysis for Vanilla:

• Click Finish to launch the CAST Management Studio.

Configure CAST Management Studio preferences

Once the CAST Management Studio has launched, open Windows/Preferences. You should use the SAME FOLDERS as defined when you setup the analysis for Vanilla:

Initial actions required when using CAST AIP 8.2.x

Import the Assessment Model

• Open the Dashboard Service editor for the Dashboard Service (PSOFT5_CENTRAL) that is associated to the Management Service you are currently connected to.
• Click the Import Assessment Model option - the Assessment Model will then be displayed in the CAST Management Studio in the Assessment Models view.

Configure the Assessment Model

Modify Contextual Parameters

• Open the Assessment Model and check that the parameter settings for the PeopleSoft Quality Rules are adapted to your project.
• To do so, go to the Contextual Parameters tab and search for names that start with "PeopleSoft:"

• To check or modify a parameter, edit the parameter - this will open the parameter in an editor window. For example, for the naming conventions, edit the parameters "PeopleSoft: Prefix XXX".

• Check the following tables and modify each parameter to the value as discussed with your administrator:

Multiple values, char: as they are related to naming convention, they must be adapted to the project

Single value, numerical: As a first approach, you can stick to the default values

Disable Assessment Model elements

Some elements in the default Assessment Model shipped with CAST AIP are not relevant for a PeopleSoft analysis/snapshot, therefore CAST recommends that you disable the elements listed below to prevent them "polluting" the results. You can disable them in the Assessment Model editor by unticking the element in the Active column:

Rules

Distributions

Measures

Manage the Application, accept the delivery and set as current version

• In the CAST Management Studio, Application view, click Manage an Application registered in AIC Portal….
• The wizard displays all available applications. Select the "Project" application:

• Assuming the packages have already been delivered as explained in PeopleSoft 5.1 - Application analysis and snapshot generation, the Application editor will show the delivered Version in the Delivery tab:

• Select the Version and then click the Manage the delivery… option to open the CAST Delivery Manager Tool. Check the packaging is correct:
  • The Content state of the package should be showing Packaging successful
  • In the Package content tab, you should see one project named Project for the PeopleSoft Extractor Project type:

• Quit the CAST Delivery Manager Tool.
• Back in the CAST Management Studio, select the Version and click Accept delivery and use it as current version. You should use the default values in the wizard that is displayed.

Configure Modules

• In the Application editor, click the Modules tab.
• Untick all options under Generate one module per:

Click to enlarge

• Now create two User Defined Modules for the entire PeopleSoft repository: this allows specific quality rules (like deadcode) to be executed and to check the quality rules on all objects:
  • Create one User Defined Module called REPOSITORY_ADDED
  • Create one User Defined Module called REPOSITORY_MODIFIED

Click to enlarge

• For both of these modules, remove the default "My Object Filter" from the Filters tab and activate the option Build module content using an explicit list of objects in the Explicit content tab:

• Remove the default query and then copy and paste in the appropriate query as shown below:

select * from §PSOFT_MODULE_ADDED('$(ModuleName)','REPOSITORY-ADDED')
/

select * from §PSOFT_MODULE_MODIFIED('$(ModuleName)','REPOSITORY-MODIFIED')
/

Configure a platform variable

You now need to configure a new platform variable that defines the name of the PeopleSoft 5.1 - Application analysis and snapshot generation installed for the Vanilla. In our example this is "PSOFT5_V_LOCAL":

• In the Technologies view, double click the Common entry to open the Common editor.
• In the Platform tab, add a new variable called PSOFT_VANILLA_SCHEMA with a value equal to the name of the PeopleSoft 5.1 - Application analysis and snapshot generation installed for the Vanilla:

Click to enlarge

• You are now ready to generate a snapshot, see below.

Generate a snapshot

• Generate a snapshot for the Project Application - ensure this includes an analysis:

Post snapshot checks

Check log files

You should ensure that no error nor warning messages are reported and that any unusual message recorded in the log file should be reported to CAST Support. When using the GUI, navigate to each analysis execution item and then click the log link: 

The following is an example of the messages that you could expect (errors are shown in red):

• PSOFT-000 Start

• PSOFT-001 Update metrics

  • PSOFT-101 Error executing xxx

• PSOFT-002 Additional links

  • PSOFT-102 Error executing xxx

• PSOFT-003 Discrimination data

  • PSOFT-103 Error executing xxx

  • PSOFT-100 Variable PSOFT_VANILLA_SCHEMA is not defined

• PSOFT-004 Import data from Vanilla schema: xxx

  • PSOFT-104 Error while importing data from the Vanilla schema

• PSOFT-005 Discrimination computation

  • PSOFT-105 Error executing xxx

• PSOFT-006 End

Check the results in the CAST dashboards

In particular, you should use the PeopleSoft 5.1 - Application analysis and snapshot generation feature in the legacy PeopleSoft 5.1 - Application analysis and snapshot generation to help perform an inventory check:

• Verify the number of objects of major object types (Applet, Business Service, Business Component,...) match the expected numbers.

• Please note that the Project application is the sum of ADDED modules and MODIFIED modules. This excludes the standard objects (unchanged from the Vanilla).