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Target audience:

CAST Administrators

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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):

CAST AIP ≥ 8.3.x	Click to enlarge	Source Delivery: folder must be the exact same folder as the folder configured during the setup of the CAST AIC Portal Source Deployment: use the default folder or setup your own custom folder. Logs/LISA/LTSA: use the default folder or setup your own custom folder.
CAST AIP 8.2.x	Click to enlarge	Source Delivery folder must be the exact same folder as the folder configured during the setup of the CAST AIC Portal Source Deployment: use the default folder or setup your own custom folder.

Click Finish to launch the CAST Management Studio.

Configure CAST Management Studio preferences

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

CAST AIP ≥ 8.3.x	Select Cast General: Click to enlarge	Audience: select Expert
CAST AIP 8.2.x	Select Cast General: Click to enlarge	Log Root Directory/Large intermediate storage area/Large temporary storage area: use the default folder or setup your own custom folder. Audience: select Expert

Initial actions required when using CAST AIP 8.2.x

Info
None of these actions is required in CAST AIP ≥ 8.3.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:

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plugins

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

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plugins\dmtcastpeoplesoftdb2extractor-<version>

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

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*.mda
*.mda.signed_SHA256

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

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*.mda.signed_SHA1

Rename this file as follows:

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*.mda

Info

Note that

if you cannot find the "dmtcastpeoplesoft*" folders in plugins, you have not yet opened and configured the CAST Management Studio as described previously.
this action is only required once, i.e. it is not necessary when configuring the Project analysis, nor is it necessary when performing an upgrade to a new release of the PeopleSoft extension.

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

7126	Avoid Artifacts with high Commented-out Code Lines/Code Lines ratio
7130	Avoid Artifacts with High Depth of Nested Subqueries
7156	Avoid Too Many Copy Pasted Artifacts
7344	Avoid SELECT *" queries"
7388	Avoid artifacts having recursive calls
7424	Avoid using SQL queries inside a loop
7436	Prefer UNION ALL to UNION

Distributions

65701	OO Complexity Distribution
65801	SQL Complexity Distribution

Measures

62003	SEI Maintainability Index 3
62004	SEI Maintainability Index 4
66067	Copy Pasted Code (% of LOC)

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 383888475, 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.

Info
Note that this procedure can take a long time as it deploys the source code. If you want to increase the speed, you should deactivate any real-time anti-virus scanning that may be configured on the Deployment folder.

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.

Note
Note that no other options should be ticked and no User Defined Modules should be created - remove them if any exist.

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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 383888475 feature in the legacy PeopleSoft 5.1 - Application analysis and snapshot generation 383888475 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).

...

Expand

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:

CAST AIP ≥ 8.3.x	Click to enlarge	Source Delivery: folder must be the exact same folder as the folder configured during the setup of the CAST AIC Portal Source Deployment: use the default folder or setup your own custom folder. Logs/LISA/LTSA: use the default folder or setup your own custom folder.
CAST AIP 8.2.x	Click to enlarge	Source Delivery folder must be the exact same folder as the folder configured during the setup of the CAST AIC Portal Source Deployment: use the default folder or setup your own custom folder.

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:

CAST AIP ≥ 8.3.x	Select Cast General: Click to enlarge	Audience: select Advanced
CAST AIP 8.2.x	Select Cast General: Click to enlarge	Log Root Directory/Large intermediate storage area/Large temporary storage area: use the default folder or setup your own custom folder. Audience: select Advanced

Initial actions required when using CAST AIP 8.2.x

Info
None of these actions is required in CAST AIP ≥ 8.3.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:"

Info
Note that the Search may not function correctly - if this is the case, please quit the CAST Management Studio and then re-run it (ensuring that you connect to PSOFT5_MNGT (i.e. the Project)

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

MetricID (external ID)	Rule name	Parameter name	Default value
1600380	PeopleSoft: Naming convention on Search Record	Suffix PeopleSoft Search	_SVW _SRCH
1600384	PeopleSoft: Naming convention on Language Record Table	Suffix PeopleSoft Language Record Table	_LANG _LNG _LN
1600386	PeopleSoft: Naming convention on Language Record View	Suffix PeopleSoft Language Record View	_LVW _LV
1600396	PeopleSoft: Naming convention on AE State Record	Suffix PeopleSoft AE State Record	_AET
1600398	PeopleSoft: Naming convention on AE Temporary Record	Suffix PeopleSoft AE Temp Record	_TAO _TMP
1600400	PeopleSoft: Naming convention suffix on Record View	Suffix PeopleSoft Record View	_VW
1600402	PeopleSoft: Naming convention suffix on Record Derived	Suffix PeopleSoft Record Derived	_WRK _WK
1600484	PeopleSoft : Create all new Record Table in a specific tablespace	PeopleSoft: Tablespace for Record View	TAB_EFDATA_XL
1600486	PeopleSoft: Create all new Record Temp in a specific tablespace	PeopleSoft: Tablespace for Record View	TAB_EFWORK_XL
1601700 to 1601766	PeopleSoft: Naming convention on Record Table to PeopleSoft: Naming convention on URL	PeopleSoft: Prefix for XXX	EF_

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

MetricID (external ID)	Rule name	Parameter name	Default value
1600168	PeopleSoft: All new Translate value shoud be at dd/mm/yyyy	PeopleSoft: Effective date	01/01/1901
1600184	PeopleSoft: Avoid PeopleCode Event with High Cyclomatic	PeopleSoft: Max CC in Event	10
1600186	PeopleSoft: Avoid PeopleCode Functions with High Cyclomatic	PeopleSoft: Max CC in Function	10
1600188	PeopleSoft: Avoid PeopleCode Methods with High Cyclomatic	PeopleSoft: Max CC in Method	10
1600190	PeopleSoft: Avoid PeopleCode Classes with High Cyclomatic	PeopleSoft: Max CC in Class	100
1600620	PeopleSoft: Avoid PeopleCode Events with a low comment/code ratio	PeopleSoft: Min % Comment in Event	10
1600622	PeopleSoft: Avoid PeopleCode Functions with a low comment/code ratio	PeopleSoft: Min % Comment in Function	10
1600624	PeopleSoft: Avoid PeopleCode Methods with a low comment/code ratio	PeopleSoft: Min % Comment in Method	10
1600626	PeopleSoft: Avoid PeopleCode Classes with a low comment/code ratio	PeopleSoft: Min % Comment in Class	10
1600480	PeopleSoft: Avoid too many Related displays	PeopleSoft: Max related display	5
1600488	PeopleSoft: Avoid tables having indexes with a too large index definition	PeopleSoft: Max index size	3
1600642	PeopleSoft: Pages should be designed assuming the user has an 800x600 monitor resolution	PeopleSoft: Page Width	800
		PeopleSoft: Page Height	600
1600644	PeopleSoft: Developers should avoid developing web pages that result in horizontal scrolling	PeopleSoft: Page Width Max	800
1600646	PeopleSoft: Developers should not build long pages that are longer than 5 pages	PeopleSoft: Page Height Max	2500
1600648	PeopleSoft: Avoid use a radio button or check box when the user has more than three choices	PeopleSoft: Prefix for Owner ID in Record VieweopleSoft: Max choices	3
1601800	PeopleSoft: Record Table should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Table	EF
1601802	PeopleSoft: Record View should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record View	EF
1601804	PeopleSoft: Record Derived should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Derived	EF
1601806	PeopleSoft: Record Sub should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Sub	EF
1601808	PeopleSoft: Record Dynamic should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Dynamic	EF
1601810	PeopleSoft: Record Query should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Query	EF
1601812	PeopleSoft: Record Temp should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Temp	EF
1601814	PeopleSoft: Field should have a OwnerID	PeopleSoft: Prefix for Owner ID in Record Temp	EF
1601816	PeopleSoft: Page should have a OwnerID	PeopleSoft: Prefix for Owner ID in Page	EF
1601818	PeopleSoft: Sub Page should have a OwnerID	PeopleSoft: Prefix for Owner ID in Sub Page	EF
1601820	PeopleSoft: Secondary Page should have a OwnerID	PeopleSoft: Prefix for Owner ID in Secondary Page	EF
1601822	PeopleSoft: SQL should have a OwnerID	PeopleSoft: Prefix for Owner ID in SQL	EF
1601824	PeopleSoft: Component Interface should have a OwnerID	PeopleSoft: Prefix for Owner ID in Component Interface	EF
1601826	PeopleSoft: Application Engine should have a OwnerID	PeopleSoft: Prefix for Owner ID in Application Engine	EF
1601828	PeopleSoft: Package should have a OwnerID	PeopleSoft: Prefix for Owner ID in Package	EF
1601830	PeopleSoft: Mobile Page should have a OwnerID	PeopleSoft: Prefix for Owner ID in Mobile Page	EF
1601832	PeopleSoft: Component should have a OwnerID	PeopleSoft: Prefix for Owner ID in Component	EF
1601834	PeopleSoft: Menu should have a OwnerID	PeopleSoft: Prefix for Owner ID in Menu	EF
1601836	PeopleSoft: Popup Menu should have a OwnerID	PeopleSoft: Prefix for Owner ID in Popup Menu	EF
1600760	PeopleSoft: Avoid Classes with more than X Methods	PeopleSoft: Max Number Method in Class	30
1600762	PeopleSoft: Avoid Records Tables with more than X Fields	PeopleSoft: Max Number Field in Record Table	80
1600764	PeopleSoft: Avoid Records Views with more than X Fields	PeopleSoft: Max Number Field in Record View	80
1600766	PeopleSoft: PeopleSoft: Avoid Records Derived with more than X Fields	PeopleSoft: Max Number Field in Record Derived	60
1600768	PeopleSoft: PeopleSoft: Avoid Sub-records with more than X Fields	PeopleSoft: Max Number Field in Record Sub	20
1600770	PeopleSoft: Avoid Pages with more than X linked Records Max	PeopleSoft: Max Number Linked Record in Page	4
1600772	PeopleSoft: Avoid Pages with more than X linked Pages	PeopleSoft: Max Number Linked Page in Page	2
1600774	PeopleSoft: Avoid Methods with too many parameters	PeopleSoft: Max Number Parameter in Method	5

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

7126	Avoid Artifacts with high Commented-out Code Lines/Code Lines ratio
7130	Avoid Artifacts with High Depth of Nested Subqueries
7156	Avoid Too Many Copy Pasted Artifacts
7344	Avoid SELECT *" queries"
7388	Avoid artifacts having recursive calls
7424	Avoid using SQL queries inside a loop
7436	Prefer UNION ALL to UNION

Distributions

65701	OO Complexity Distribution
65801	SQL Complexity Distribution

Measures

62003	SEI Maintainability Index 3
62004	SEI Maintainability Index 4
66067	Copy Pasted Code (% of LOC)

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 383888475, 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.

Info
Note that this procedure can take a long time as it deploys the source code. If you want to increase the speed, you should deactivate any real-time anti-virus scanning that may be configured on the Deployment folder.

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:

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title	Query for REPOSITORY_ADDED

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language	sql

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

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title	Query for REPOSITORY_MODIFIED

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language	sql

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 383888475 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 383888475 installed for the Vanilla:

Click to enlarge

Info

Note that a check is performed when the analysis/snapshot is executed and if the platform variable PSOFT_VANILLA_SCHEMA is not defined then a warning will be displayed in the analysis log: PSOFT-100 Variable PSOFT_VANILLA_SCHEMA is not defined. Refer to the documentation. This will not block the execution of the analysis/snapshot, however, it is possible to cancel the execution if this message is seen. For example:

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

...

Expand

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 383888475 feature in the legacy PeopleSoft 5.1 - Application analysis and snapshot generation 383888475 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).

...

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Versions Compared

Old Version 3

New Version Current

Key

Configure CAST Management Studio preferences

Initial actions required when using CAST AIP 8.2.x

Import the Assessment Model

Configure the plugins

Configure the Assessment Model

Rules

Distributions

Measures

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

Configure Modules

Generate a snapshot

Post snapshot checks

Check log files

Check the results in the CAST dashboards

Configure CAST Management Studio preferences

Initial actions required when using CAST AIP 8.2.x

Import the Assessment Model

Configure the Assessment Model

Modify Contextual Parameters

Disable Assessment Model elements

Rules

Distributions

Measures

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

Configure Modules

Configure a platform variable

Generate a snapshot

Post snapshot checks

Check log files

Check the results in the CAST dashboards