Creating and Running the Upgrade Job

This chapter discusses how to:

Create a new job.
Configure the database.
Open a previously saved job.
Run the job.

Creating a New Job

The following screen shows the job status view.

Note. You can create multiple upgrade jobs for each upgrade template.

To create the upgrade job:

Open the desired template in the PeopleSoft Upgrade Assistant.
Select the Job Status tab.
Select File, New Upgrade Job.

The Create New Job File dialog box appears.
Enter a name for your upgrade job, for example, the name of your target database.
Click Save.

The Database Configuration dialog box appears.
Configure the database on the tabs of the Database Configuration dialog box.

See Configuring the Database.
When configuration is complete, click OK.

Configuring the Database

PeopleSoft Upgrade Assistant uses your configuration information to filter the upgrade path. Proper database configuration is the key to being able to successfully run an Upgrade Assistant job. Step failures are often due to incorrect information in the Database Configuration dialog box.

This section discusses how to:

Enter source and target database information.
Specify directories.
Select products.
Select Languages.
Import and export database configuration.
Enter general settings.

Entering Source and Target Database Information

Click the Database tab.

Database Type	Select the platform. Based upon sign on requirements for the database platform that you select in this field, other fields become available or unavailable for entry. For example, if you select DB2/UDB For UNIX/NT, then Host Name, Database Server Name, and Owner ID are unavailable in the Source and Target group boxes because they are not required for this platform. Note. You cannot change the database type once the database configuration has been saved. If you made a mistake entering the database type, you will need to create a new job.
SQL Query Executable	Browse to where you've installed the .exe file. It's important to select the correct executable for the database platform. Note. PeopleSoft Upgrade Assistant uses the commandline version of the .exe, not the GUI version. For example, upgrade assistant uses sqlplus.exe for Oracle rather than sqlplusw.exe. The following lists the valid SQL query executable for each platform: DB2: db2cmd.exe Informix: sqleditor400.exe Microsoft SQL Server: osql.exe Oracle: sqlplus.exe Sybase: isql.exe
Unicode and Non-Unicode	These radio buttons are enabled for all platforms except Informix.
Target Base Language	Select the target base language. If there are any steps that are to be run for a specific base language, they will be filtered based upon what is selected here. The target base language is the language associated with the LANGUAGE_CD in PSOPTIONS on the target database.
Database Server Name	Database server names can be up to 256 characters.

Entering User ID and Access ID Information

The access ID has full access to all objects in the database. Your access ID is not a user ID. Examples of user IDs are VP1 and PS. Examples of access IDs are sa or sysadm. The IDs and passwords can be case-sensitive.

Source and target user IDs and passwords can be up to 30 characters in length.

Specifying Directories

Click the Directories tab.

PS_HOME Directory	Enter or browse to your PS_HOME directory. PS_HOME contains files, in subdirectories, that are run in the upgrade process. For example, PS_HOME contains the files of the release you are going to.
Upgrade Script Staging Directory	Enter or browse to your staging directory. The path to the staging directory cannot contain any spaces. This directory should be a local directory and should NOT point to a pre-existing directory within your PS_HOME.
Upgrade Output Directory	Enter or browse to your output directory. The path to the output directory cannot contain any spaces. This directory should be a local directory and should NOT point to a pre-existing directory within your PS_HOME.

Selecting Products

Click the Products tab. After selecting the product line, select the products that you're upgrading. You must select at least one product. PeopleSoft Upgrade Assistant filters jobs for product-specific steps.

Selecting Languages

Click the Languages tab. Select all languages that are installed on the database. You must select at least one language.

Importing and Exporting Database Configuration

Click the Import/Export tab. To save time when creating other jobs, you can export the configuration to a file after you’ve finished entering the configuration information. You can then import that configuration and modify it as necessary when you need to create another job.

Entering General Settings

Click the General tab.

Type of Upgrade

Select either Initial Upgrade or Move to Production. In the job, the PeopleSoft Upgrade Assistant will display only those steps needed for the selected upgrade type.

Note. You cannot change the type of upgrade once the database configuration has been saved. If you made a mistake entering the type of upgrade, you will need to create a new job.

Configuration Manager Profile

Select the configuration manager profile that contains all the settings appropriate to your upgrade. Some of the configuration manager settings that must be set correctly are DBBIN, SQRBIN, PS_HOME, datamover input/output directories, and so forth.

Entering Server Information

The remainder of the settings need to be configured only if you are running processes on the server through the PeopleSoft Upgrade Assistant.

Opening a Previously Saved Job

To open a previously saved job:

Select the Job Status tab.
Select File, Open Upgrade Job.

The Upgrade Assistant Signon dialog box appears.
Enter the user ID and password that you specified for the target database on the Database Configuration - Database tab.
Click OK.

Running the Job

After you have created or opened the upgrade job, click the Run button on the PeopleSoft Upgrade Assistant Job Status view to run the automated upgrade steps. You can also monitor the progress of the upgrade in the status grid on this view.