Understanding PeopleSoft Upgrade Assistant
This chapter provides an overview of PeopleSoft Upgrade Assistant.
Understanding PeopleSoft Upgrade Assistant
To use PeopleSoft Upgrade Assistant, you run a process using an upgrade job and upgrade template. The upgrade job is a set of filtered steps that are specific to your upgrade and relevant only to the release, platform, and products you are using. For PeopleSoft supported upgrades, PeopleSoft provides predefined upgrade templates on Customer Connection. These templates comprise the steps necessary to complete an upgrade for a supported upgrade path. Depending on your configuration, some of the steps in the template may not apply to you.
In addition to managing the steps required to complete your upgrade, the PeopleSoft Upgrade Assistant presents the documentation associated with each particular step.
The Upgrade Template View
You use the upgrade template view to import the upgrade template and set the step properties. The template tree section displays the chapter, tasks, and steps for your selected upgrade product.
Selecting the Upgrade Template tab enables menus with which you can create new templates, open existing templates, specify step properties, view options, and specify general settings.
The Job Status View
In the job status view, you configure the upgrade to run the upgrade process. On this tab, you can create a new upgrade job, open an existing upgrade job, run the upgrade process, and view the job status of each step in the upgrade.
Common Elements in this Book
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Creates a new template. |
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Opens a new template. |
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Saves a template. |
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Inserts a task into a template. |
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Deletes a task from a template. |
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Inserts a step into a template. |
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Deletes a step from a template. |
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Indicates that PeopleSoft Upgrade Assistant runs this step or process. These are known as automated steps. |
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Indicates that PeopleSoft Upgrade Assistant stops on this process. |
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Restarts or continues the step. You would set an automatic step to restart if it failed, you've corrected the problem, and now you want to restart the step. |
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Indicates that the process is running. |
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Indicates an error. |
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Indicates that the step is finished. |
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Creates a new job. |
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Opens a new job. |
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Saves a job. |
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Starts processing the steps that are defined to run in the upgrade job. |
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Cancels processing of the steps that are defined to run in the upgrade job. |
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Expands all chapters, tasks, and steps in the upgrade job. |
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Collapses all chapters, tasks, and steps in the upgrade job. |
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New Upgrade Template |
Creates your own upgrade template. After creating your own template, you can insert steps, scripts, and procedures to configure your upgrade. |
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Open Upgrade Template |
Opens an existing template. |
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Save Upgrade Template |
Saves your upgrade template and the properties and configurations you have designated for the template. |
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Save Upgrade Template As? |
Saves your upgrade template as a filename with the properties and configurations you have designated for the template. |
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Close |
Closes the current template. |
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Prints the current template. |
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Find |
Searches for a chapter, task, or step within the current template by entering a search string. |
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Find Next |
Enables you to search for the next occurrence of the target text that you entered. |
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Insert Chapter |
Inserts a chapter into an upgrade template. A chapter serves as a section head for multiple tasks. |
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Delete Chapter |
Deletes a chapter from an upgrade template. |
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Insert Task |
Inserts a task into an upgrade template. A task serves as a section head for one or more steps. |
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Delete Task |
Deletes a task from an upgrade template. |
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Insert Step |
Inserts a step into an upgrade template. |
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Delete Step |
Deletes a step from an upgrade template. |
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Step Properties |
Sets step properties for each step in the upgrade. On the Step Properties dialog box, you specify properties that determine the conditions that apply when you run the upgrade process. |
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Rename |
Renames an existing chapter, task, or step in an upgrade template. |
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Set Documentation Directory |
Specifies the directory into which your upgrade documentation is saved. The PeopleSoft Upgrade Assistant loads the documentation for viewing during the upgrade process. |
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Upgrade Assistant (Option tab) |
Enables you to specify the default log and script editor, HTML browser, and email settings. |
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Merge Templates (Option tab) |
Enables you to merge an existing upgrade template with a new upgrade template. |
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Database Configuration (Option tab) |
Enables you to set the database configuration, specify directories and products, set profiles and run locations, and specify import and export settings. |
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Start (Run tab) |
Starts processing of the steps that are defined to run in the Upgrade Job. |
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Cancel |
Cancels processing of the steps that are defined to run in the Upgrade Job. |
