System Administration

Set up Instances

Before moving items between instances, the source and target instances must be indicated in the Stewardship Tier. The Stewardship Tier is delivered with DEV, PROD and QA instances set up. If using one of these instance names, only the website address needs to be updated.

NOTE: If Encrypted columns are included in the CTS, then either both the Source and Target Stewardship Tier instances must use the same encryption keys or the encrypted columns must be updated in the Target System.

To set up instances:

  1. Log in to the Stewardship Tier source instance.
  2. Select Admin > Configuration > Setup > Instances in the Navigation pane.
  3. Click Add.

    View the field descriptions for the Instances page

  4. Enter a user-friendly name of the instance, for example, STG, in the INSTANCE field.
  5. Enter a brief description of the instance, for example, Staging, in the DESCRIPTION field.
  6. Enter the URL to the instance in the WEB SITE ADDRESS field.

    NOTE: The website address must contain a fully qualified address, for example, an address that contains "http://" or "https://".

  7. Click Save.
  8. Repeat all steps for the target instance.

This topic contains the following sections:

Add a Data Source Instance

The data source instance is the logical Stewardship Tier "instance" (for example, Dev, QA, or Production) that this physical instance of the Stewardship Tier represents. Before moving items between instances via the CTS process, the source and target instances must be indicated in the Stewardship Tier. The Stewardship Tier is delivered with DEV, PROD and QA instances set up.

In Multi-Instancing (multiple application servers), code is not promoted between Stewardship Tier environments; multiple Stewardship Tier instances manage “different” parts of the migration, quality or governance processes.

Use multiple instances to address performance issues (for example heavy data construction usage), volume issues or to separate waves to make managing them easier.

When determining whether to use multiple instances in a migration scenario, consider the number of concurrent waves, the number of users and WebApps, data volumes and testing cycles.

HCM and HR data almost always requires an additional Stewardship Tier instance. It is a best practice to isolate HR data to its own server set.

To add a data source instance in System Administration:

  1. Click Data Sources in the Navigation pane.
  2. Click the Instances icon.
  3. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field description for the Data Source Instances page

  4. Select an instance from the INSTANCE list box. The options are DEV, PROD and QA.
  5. Click Save; the Vertical View displays.
  6. If needed, enter a path for the data source instance in the Path text box.
  7. Click the Advanced Properties tab.
  8. Click the Protected check box if you want the data source to be read only.

    NOTE: If checked, data source features that make changes to the data source are hidden/disabled (for example, Recompile Objects, Append System Columns, building System Views, indexing, auditing, encryption, and building WebApps).

  9. Click Save.

Mark Target and Source Instances

Once the instances are set up, the source and target instances have to be marked appropriately. For example, in order to CTS items from the Development instance to the QA instance, mark the source instance as “DEV” and the target instance as “QA.”

To mark the instances as source and target:

  1. Log in to the Stewardship Tier  source instance.
  2. Select Admin > Configuration > Parameters in the Navigation pane.
  3. Click the Site Parameters tab.
  4. Click Edit.

    View the field descriptions for the Parameters page

  5. Select the desired instance from the Instance list box.

    NOTE: Only instances added on the Instances page display in the Instance list box.

  6. Click Save.
  7. Repeat all steps for the target instance.

Configure CTS Passwords

The CTS password is a security measure that ensures objects are moved to the correct instance. To move objects between instances, the CTS password must be the same on both instances.

NOTE: The password can be anything, as long as it is identical on both the source and the target instance. The password cannot be blank.

To configure CTS passwords:

  1. Log in to the Stewardship Tier  source instance.
  2. Select Admin > Configuration > Parameters in the Navigation pane.
  3. Click the Security Settings tab.
  4. Click Edit.

    View the field descriptions for the Parameters page

  5. Enter a password in the CTS Password field.
  6. Click Save.
  7. Repeat all steps for the target instance, making sure to enter the same password on both instances.