Chapter 2 Understanding The Development Process
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Chapter 2 Understanding The Development Process

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Chapter 2 Understanding The Development Process Chapter 2 Understanding The Development Process Document Transcript

  • 1 Chapter 2 Understanding The Development Process This is an introduction into the development process for making modifications to the PeopleSoft application. Chapter Objectives This chapter provides: • Elements of an Application • The Development Process • Introduction of the Application Designer Chapter Contents This chapter contains the following items: Elements of an Application..............................................................2 Chapter 2 Understanding The Development Process..................................1 Elements of an Application..............................................................2 Steps in the Development Process..................................................5 The Application Designer.................................................................8 4/30/2010 Proprietary and Confidential to CedarCrestone, Inc. 2-1 and Arizona State University
  • Chapter 2: Understanding The Development Process Designing An Application Elements of an Application The application is made up of many elements that are used in the development process. Page Portal (Menu) Record (1 of 2) Field Component (contains a page or collection of pages) 2-2 Proprietary and Confidential to CedarCrestone, Inc. 1/12/2006 and Arizona State University
  • Designing An Application Chapter 2: Understanding The Development Process Pressing CTRL-J will reveal names of certain elements of the application you are viewing. Most notable are the Page, Component, and Menu names. For modifications to the application it is crucial to know the names of the component and pages you are working with. To ascertain the names of fields and records will take more investigation into the pages where they reside. These will be found by using the Application Designer. Other notable elements There are other elements to a page construct that are helpful to know when determining the scope of the development that is being requested. Check Boxes Generally, check boxes signify a field that will only hold two values, not necessarily a YES/NO field. Drop Down Drop down boxes will indicate that a translate value is attached to the field. Changing values to a drop down will normally take a developer to make the modification. 01/12/2006 Proprietary and Confidential to CedarCrestone, Inc. 2-3 and Arizona State University
  • Chapter 2: Understanding The Development Process Designing An Application Prompt Buttons Prompt buttons will validate against values that exist in another database table. These types of changes normally do not take a design change. The prompt table may or may not be accessible for the business analyst to make the changes. 2-4 Proprietary and Confidential to CedarCrestone, Inc. 1/12/2006 and Arizona State University
  • Designing An Application Chapter 2: Understanding The Development Process Steps in the Development Process Software Development Life Cycle Software Development Life Cycle The software development life cycle model describes the stages involved in an information system development project that takes the modifications from identifying business needs through maintaining/upgrading the software. Making modifications to the PeopleSoft application will require most or all of the following steps • Design the customization • Create Field Definitions • Create Record Definitions • Build the physical database table • Create Pages • Create Components • Register Component • Test the modification 01/12/2006 Proprietary and Confidential to CedarCrestone, Inc. 2-5 and Arizona State University
  • Chapter 2: Understanding The Development Process Designing An Application Design the Customization Create a complete plan for development. In order to minimize unnecessary changes and get the most from development It is not resources, a thorough business requirements document should be uncommon that 80% created. This will determine what types of database objects need of the effort to be to be created/modified, placement in the menu, as well as security spent in the design plan. necessary to access. Create Field Definitions Create and/or modify any field definitions that are needed for the modifications. Fields are defined as a stand-alone entity not attached to any record definition. This allows them to participate in separate record definitions. Some of the different attributes of a field definition include field type (character, number, date), field length, default field labels, valid values for the field, etc. Create Record Definitions Create and/or modify any record definitions that are needed for the modifications. This step will associate any field definitions to a record definition, as well as characteristics of how the record is used in the system. Once the field and record definitions are saved there still has been no change to the underlying database table. The table Build Physical Database Tables build is normally done Once the Record definition is created, the underlying database after creation of table must be built. The build process takes the record definition field/record definitions but is not essential until and its properties and creates a database table to house the the beginning of the application data. Normally, this step will be performed by the testing phase. database administrator. Create Pages The PeopleSoft page is the graphical representation used to display the data to the user. This step will add page controls for the layout of the data, as well as associating which record field definitions will be involved. 2-6 Proprietary and Confidential to CedarCrestone, Inc. 1/12/2006 and Arizona State University
  • Designing An Application Chapter 2: Understanding The Development Process Create Component The component element is considered the business transaction within PeopleSoft and is essential in maintaining the navigational and security aspect of the system. Components contain one or more pages that users can navigate with tabs and/or links. This step will also determine search capabilities, processing mode, and toolbar buttons. Register Component PeopleSoft delivers a registration wizard to attach the component to a menu, grant security access, as well as make the navigational links to the portal registry. Once this step is done, the component is available in the application to be utilized. Test the Modification The final step of development is testing of the modification. A Create a thorough testing plan should be created and implemented that will standard testing script with expected results and test all aspects of the modification before making it available to follow it to completion for production. As problems occur with testing, reiterate the each modification. development cycle to resolve them. A good testing plan should include an issues log to eliminate redundant development. 01/12/2006 Proprietary and Confidential to CedarCrestone, Inc. 2-7 and Arizona State University
  • Chapter 2: Understanding The Development Process Designing An Application The Application Designer PeopleSoft’s Application Designer is the core tool used to make modifications to the application. It enables changes to many of the definitions used by PeopleSoft, including. • Fields • Records (Tables) • Pages • Components • Menus • PeopleCode (PeopleSoft’s Programming Language) Title Bar Menu Toolbar Project Window Definition Workspace Output Window The elements of the application designer include: • Title Bar (display current project and active definition) • Menu (access designer commands and features) 2-8 Proprietary and Confidential to CedarCrestone, Inc. 1/12/2006 and Arizona State University
  • Designing An Application Chapter 2: Understanding The Development Process • Toolbar (useful buttons for editing active definitions) • Project Window (Graphical representation of project components) Projects are an efficient way of organizing development objects and is essential for the purpose of migrating between databases. • Definition Window (displays individual definitions) • Output Window (Contains output text from designer operations, such as Table Builds, Find Definition results, Validations) Examples of viewing PeopleSoft Definitions Field Definition 01/12/2006 Proprietary and Confidential to CedarCrestone, Inc. 2-9 and Arizona State University
  • Chapter 2: Understanding The Development Process Designing An Application Record Definition 2-10 Proprietary and Confidential to CedarCrestone, Inc. 1/12/2006 and Arizona State University
  • Designing An Application Chapter 2: Understanding The Development Process Page Definition 01/12/2006 Proprietary and Confidential to CedarCrestone, Inc. 2-11 and Arizona State University