Instructions for installing PSPA Tech Utilities.
Installation Requirements
Install requires the following access:
- Application Designer and Datamover Privileges
- Build Records/Views Privileges
- PeopleSoft Security Privileges
- COBOL Compiler Access
The Installation package is not an upgrade but a full installation, and it will wipe out any prior changes you’ve made to the PSPA Tech Utilities tables.
Perform each of the following steps.
Installation Instructions
Download the Installation Package and Unzip Files
Load Project
Copy Project from File
Validate Project
Check that the project is loaded correctly.
Check images are loaded correctly.
Check Portal Registries are loaded correctly.
In the past, Portal Registries have been troublesome/uncooperative. The Folders sort to the bottom, so on the first load of the project, all the Content References fail to load because they can't find the parent. Try copy project from file. Then close project (open another project), then copy project from file again (at least the Portal Registry Structures). Hopefully this time the everything will load. Check Portal Registries for SM_DEFINE, SM_INQUIRE, SM_PROCESS, and SM_REPORT folders. May need to do this three times in a new database, once for PSPA_TECH_UTILITIES, once for Define, Inquire, Process, and Report Folders, and finally once for all the Content References.
Build Project
Grant Security
Add one of the following Permission Lists to an existing Role:
- SM_USER
- SM_ADMIN
Or, similarly, add all SM_ pages to a permission list and grant access.
Load Utility Data
Update Path for INPUT and LOG to match actual file locations.
Load Utility Stored Statements
Compile COBOL Modules
Move COBOL files to Server and Request Compile.
| COBOL Module Name | Description |
| SMPUSAGE.cbl SMPUSAGE.CFG SMPUSAGE.dms | Executable program controlling execution of Utility Processing run control. Includes sub-processes of Delete Unused Parameters, COBOL Documentation Utility, Parameter Usage Explosion, and Array Analysis Utility. |
| SMPRPARM.cbl SMPRPARM.dms | Sub-Module used to retrieve parameter details in support of usage explosion program. |
| SMCRPARM.cbl | Copybook containing data definitions used by SMPRPARM |
| SMPARYCS.cbl | Sub-Module used to determine array size estimates. |
| SMCARYCS.cbl | Copybook containing data definitions used by SMPARYCS |
| SMPDOCCS.cbl | Sub-Module used to search COBOL source code for documentation and parameter references. |
| SMCDOCCS.cbl | Copybook containing data definitions used by SMPDOOCS |
| SMPACTFC.cbl SMPACTFC.CFG SMPACTFC.dms | Executable program controlling execution of Actuarial Factor Utility run contol. Performs repeated calls to delivered actuarial factor modules to build table of factor results. |
| SMPPSETS.cbl SMPPSETS.CFG SMPPSETS.dms | Executable program controlling execution of Parameter Set Management Utility run control. Includes sub-processes of Create Build Script, Delete Parameter Comparison Results, Delete Parameter Set Backup, Create Parameter Set Backup, Revert to Parameter Set Backup, Compare Parameter Sets. |
Test Install
Verify Pages Appear in Menu
Verify Current Release Appears in About Utilities
Review Utilities Setup
- Add SetID and Update Tree Name (not Required).
- Click Suggest SQL Prefixs to automatically populate the Custom SQL View Naming Convention.
Run a Test Process
Common problems:
- PSPA Tech Utilities configuration data not loaded.
- COBOL Store Statements not loaded.
- The project was not built successfully.
- Security was not granted.
- Security processes not executed.
- The cache has not been cleared.
- Re-login after Security updates.
Release Notes
The following is a summary of changes made to the PensionSmart Utilities in recent releases.
Release Notes 8.60.07.000
Release Date: 07/26/2024
Updates and Fixes
| Change ID | Description |
| FIX_60701 | Updated PSPA Tech Branding and Links. |
| FIX_60702 | Improved To Parm action for SQL Statements. |
| FIX_60703 | Increase Array for number of parameter references identified within one parameter to accommodate large plan implementations. |
| FIX_60019 | Test Functionality under new PUM/Tools release. |
Additional Resources
Implementation Management Utilities User Guide:
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