PeopleSoft PeopleTools Upgrade and Data Management Rel 8.5

Course Fees: $6710.00 excl. GST
Printed Manual: $0.00 excl. GST
Course Duration: 5 days
Course Manual

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In the Upgrade and Data Management Rel 8.50 course, students will learn to manage customizations, apply application updates, and upgrade a PeopleSoft application. Students will learn to use all of the tools necessary to accomplish these tasks, including Application Designer's upgrade features, Data Mover, and Change Assistant.

Students will use the Application Designer upgrade tools to create projects, compare projects, analyze compare reports, and copy definitions to different environments. Students will customize the PeopleSoft system and migrate the customizations to other databases. They will create Change Packages for updates, as well as apply updates downloaded from My Oracle Support. Lastly students will understand the application upgrade process and all of the tools used to perform the upgrade. Students create an upgrade job in Change Assistant and run all of the steps in the application upgrade. Each of the steps in the upgrade process is reviewed and explained.

Learn To:
  • Perform an upgrade
  • Manage customizations
  • Compare and analyze definitions between databases
  • Apply application updates
Technical Consultant

System Analysts

Database Administrators

Application Developers

Suggested Prerequisite:

Experience with Application Designer


PeopleTools I Rel 8.5, Working knowledge of PeopleSoft Architecture, Understanding of the data structures of PeopleSoft Applications
  • Describe the different data management tools
  • Manage customizations
  • Migrate customizations between PeopleSoft databases using projects
  • Compare and analyze definitions
  • Use Data Mover to export and import data
  • Apply application updates
  • Perform an upgrade
Course Overview

Course Objectives

Course Agenda

Technology Overview

Describing Data Management Tasks

Describing Data Management Tools

Describing PeopleSoft Database Tables

Describing Change Assistant

Describing Application Updates

Describing Application Upgrades

Examining PeopleSoft Databases

Describing PeopleSoft System Components

Describing Structure Versus Content

Tracking Definition Changes

Describing Customizations

Defining Upgrade Terminology

Identifying a Database

Building and Altering Tables

Identifying PeopleTools Tables That Affect the System Catalog

Configuring Data Definition Language (DDL) Parameters

Using the Build Process

Altering Tables

Creating Views, Indexes, and Triggers

Running Database Integrity Reports

Identifying PeopleTools Tables

Examining PeopleTools Tables

Securing PeopleTools Tables

Running SYSAUDIT Reports

Merging Projects

Documenting Changes and Customizations

Printing Definitions

Searching for Strings in PeopleCode

Determining How Definitions Are Related

Using Change Control

Identifying Change Control Components

Administering Change Control Options

Setting Workstation Preferences

Locking and Unlocking Definitions

Copying Locked Definitions

Using Projects to Migrate Customizations

Describing the Migration Process

Creating Upgrade Projects

Copying Projects to Databases

Validating and Reusing Projects

Adjusting Definitions

Merging Projects

Copying Projects To and From Files

Using the Compare and Report Process

Describing the Compare Process

Running Compare and Report

Setting Upgrade Options

Viewing and Analyzing Compare Reports

Viewing Compare Reports

Analyzing Compare Reports

Entering Overrides in Upgrade Projects

Comparing and Merging Text Definitions and Files

Running PeopleCode Diff/Merge

Comparing and Merging Pages

Moving Data with Data Mover

Listing Data Mover Commands and Syntax

Exporting Data

Importing Data

Using Additional Set Commands

Encrypting Passwords with Data Mover

Renaming Records and Fields

Running Data Mover in Command Line Mode

Creating a Change Package

Describing Change Packager

Creating a Change Project

Creating File Reference Definitions

Creating a Change Package in Application Designer

Updating a Change Assistant Template

Finalizing a Change Package

Testing the Change Package

Configuring Change Assistant for Updates

Describing Applying Change Packages

Preparing the Environment

Setting Up the Environment Management Framework

Using the Environment Management Viewer

Setting Change Assistant Options

Applying Change Packages

Applying a Change Package

Correcting Errors in Change Assistant Job

Reviewing Change Assistant Logs

Comparing, Testing, and Deploying Updates

Describing Update Deployment

Reapplying Customizations

Migrating a Change Package

Applying Application Updates

Listing the Change Assistant Update Steps

Uploading Environment Information

Searching for Updates

Analyzing Updates

Downloading and Applying Change Packages

Reapplying Change Packages

Planning Your PeopleSoft Application Upgrade

Describing PeopleSoft Upgrade Types

Describing Application Upgrade Process

Gathering Upgrade Documentation

Identifying Upgrade Planning Tasks

Describing the Software Install

Configuring Change Assistant for Upgrades

Creating an Environment

Creating an Upgrade Job

Preparing the Database

Preparing Databases for Upgrade

Comparing Customizations

Describing a Database Compare

Identifying Customizations

Preparing the Copy of Production Database

Preparing for the Application Upgrade

Applying PeopleTools Changes

Describing PeopleTools Changes

Explaining the Steps in a PeopleTools Upgrade

Running and Reviewing Compare Reports

Preparing for Application Changes

Running New Release Compare Reports

Reviewing New Release Compare Reports

Reviewing the Non Compare Project


Applying Application Changes

Customizing the New Release

Running New Release Upgrade Copy

Modifying Database Structures

Running Data Conversion Programs

Finalizing the Database Structures

Loading Data to Complete the System Setup

Completing Database Changes and Moving to Production

Reapplying Customizations

Setting Up Security

Stamping the Database

Testing the Database

Testing the Move to Production

Developing a Test Plan

Preserving Queries, Trees and Tree Structure