Configuring and Editing Options

This chapter discusses how to:

Click to jump to parent topicEditing Your Database Configuration

You can modify the database configuration options you set for your upgrade steps.

To edit your database configuration:

  1. Access PeopleSoft Upgrade Assistant.

  2. Select the Job Status view.

  3. Select File, Open Upgrade Job and select your upgrade job.

  4. Select Options, Database Configuration.

    PeopleSoft Upgrade Assistant displays the Database Configuration dialog box.

  5. Modify your selected options.

    Note. You cannot change the database type or the type of upgrade; you must create a new job if the database type or type of upgrade is incorrect.

  6. When you are finished modifying your database configuration options, click OK.

    The Upgrade Template reappears in Job Status view.

  7. Save your template.

Click to jump to parent topicSpecifying General and Email Settings

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicSpecifying General Settings

Use the Upgrade Assistant command on the Options menu to specify general and email settings for the upgrade template. You can access the Options, Upgrade Assistant menu from the Upgrade Template view or the Job Status view.

PeopleSoft Upgrade Assistant uses Notepad as the default editor for displaying logs and scripts. However, you can specify a different editor. You will also need to specify an HTML Browser if you want to filter upgrade documentation to file. Access Upgrade Assistant - General Settings tab.

Log and Script Editor

Enter or browse to the executable for the editor, including the path name.

HTML Browser

Enter or browse to the executable for the HTML browser, including the path name (for example, C:\Apps\Internet Explorer\iexplore.exe).

Add Upgrade Job Comments to Documentation

Select to add comments to documentation that is viewed through the upgrade assistant or the filtered documentation produced by the upgrade assistant. Add your comments through the Edit Job Properties dialog box.

Click to jump to top of pageClick to jump to parent topicSpecifying Email Settings

On the Step Properties dialog box, you specified whether to allow for errors during the upgrade process. If you selected No to the Allow for Errors option, you may want to configure PeopleSoft Upgrade Assistant to notify you by email if it encounters an error during the upgrade process. When you select this option, PeopleSoft Upgrade Assistant sets this notification process. In addition, PeopleSoft Upgrade Assistant sends you a completion message when it encounters a Stop in the upgrade process.

PeopleSoft Upgrade Assistant uses SMTP Mail Servers to send the error (failure) notifications and completion messages.

Access Upgrade Assistant - Email Settings tab.

Send Email Notifications

Select the check box if you want PeopleSoft Upgrade Assistant to notify you of any errors encountered during the upgrade process.

SMTP Mail Server

If you are not sure what your SMTP mail server is, contact your system administrator.

To Address

Enter the address to which you want the email sent.

From Address

Enter the address from which you want the email sent.