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