Getting Started with Software Upgrades

This section provides an overview of Change Assistant, and discusses:

• The Upgrade Process Using Change Assistant.

• Using Templates in Upgrades.

Understanding Change Assistant For Upgrades

You use Change Assistant to help automate and customize the PeopleSoft upgrade process. A PeopleSoft upgrade typically includes a PeopleTools and a PeopleSoft application upgrade. Full application upgrades are delivered with detailed templates and documentation tailored to your specific upgrade path. Be sure to review all documentation, release notes, and templates prior to beginning your upgrade.

The Upgrade Process Using Change Assistant

The following list describes the major steps within an upgrade when using Change Assistant.

• Download the Change Assistant template and documentation for the specific upgrade process that you will be performing.

• Import the template into Change Assistant.

• Use the Database Configuration wizard to define your database environment and identify the databases to be used during the upgrade.

• Create an upgrade job tailored to your specific environment, defining all the steps required to perform the upgrade.

• Set the documentation directory.

• Use Change Assistant to guide you step-by-step through the upgrade processes. Change Assistant shows you documentation for each step, automates many of the steps, and keeps track of the upgrade progress.

Using Templates in Upgrades

The interface for using upgrade templates is identical to that used for update templates. However, certain options, such as those used to configure upgrade environments, are only used when performing a full upgrade.

See Working with Change Assistant Templates and Jobs.