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TECH TALK
Lightly technical observations on PeopleSoft and related topics
 

May 3, 2006

Experimentation in PeopleSoft

Sometimes, at the beginning of a significant PeopleSoft project, you may find that you don't know up-front exactly how you will implement a requirement. You might have been given a detailed functional spec, but this should not specify the technical implementation. (It might attempt to do so, but its recommendations could be completely inappropriate or even impossible. It can still be a very useful document even if you need to ignore the technical details it contains.)

Before diving headlong into construction, it sometimes helps to do some experiments or prototyping. This will probably involve creating PeopleSoft objects. There is a small problem here. You may find that you need to backtrack and start over. There could be objects created that you don't need in the end. If all of this is done in the development environment, that database can end up with many abandoned objects. A full database compare will identify these as customizations. This can complicate upgrades and general maintenance.

One solution is a refresh from another environment—maybe the next one in the migration path (a testing environment). This can help to keep the environments in sync. However, if you are doing a lot of ongoing development, a refresh may be disruptive. You could save your projects as files and reload them after the refresh. But what if you have constructed some test data? That would be more difficult to recover.

If for some reason a refresh is difficult to do, it may make sense to have a "sandbox" environment that you can use for your experiments. This should not be a copy of the demo database, but rather a copy of the development environment. Create as many objects as you wish. Once you have settled on a good technical approach to the project, you can start over in the development environment or simply migrate objects. Be sure to run a project compare first to avoid stepping on other customization! Also, do not allow the sandbox to turn into a second development environment! All objects should be migrated to or recreated in the actual development environment. They should never be migrated directly to the testing environment.

It's simply not possible in many cases to know in advance exactly how a custom change should be implemented. Being able to experiment and prototype first can save headaches later.

Next week we'll consider the Waterfall method of project management. From today's post, you might be able to guess where that's going.

Until next time...








 

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