Running Upgrade Jobs with Change Assistant

This chapter introduces you to running upgrade jobs in Change Assistant.

Note. When performing an upgrade, the majority of the documentation for your upgrade is in your specific upgrade documentation that you downloaded with your upgrade template. It contains detailed instructions for each step of your job.

Running the Upgrade Job

When you create a new upgrade job, you will see a job view similar to the following example:

In the job area on the left-hand side of the screen, you'll see one of the following icons next to the steps.

When you are ready to run your upgrade job, select Run from the Change Assistant toolbar. Monitor the status of the automated upgrade steps in the Step Details box. After a automated step is completed running in Change Assistant, you can view logs, scripts and update job properties for individual steps.

Note. Change Assistant uses Application Designer and Data Mover in the background to perform many of the tasks. When using Change Assistant, make sure that any current Application Designer and Data Mover sessions running on the same workstation as Change Assistant are closed before running Change Assistant.

Viewing Upgrade Logs

You can view all the logs generated by the automated processes. After the process runs, you can select a step to view.

To view a log:

1. Highlight or select the step.

2. Select Edit, View Log.

3. Click OK

    

Note. If a step encounters an error, Change Assistant will automatically display the View Log.

Note. On the left side of the file list, Change Assistant displays both error and success symbols. These indicate which step logs contain errors to help you troubleshoot.

Viewing Scripts

You can view SQL and Data Mover scripts that are used to automate processes. Before the step that contains the script runs, you can view or modify the original script. After the process runs, you can view or modify the updated script and then restart the step.

To view a script:

1. Highlight or select the step.

2. Select Edit, View Script.

3. On the View Script dialog box, select the script you wish to view and click OK.

Modifying Job Properties

You may want to maintain a record of how long your upgrade takes. In that case, you can view and change the dates and durations for steps in the View/Edit Job Properties dialog box.

Change Assistant allows you to set the status for these sub-steps: DBTSFIX, UpgradePeopleTools and LoadBaseData.

To modify job properties:

1. Highlight or select the step.

2. Select Edit, Job Properties.

3. Enter changes to a specific job property, or add comments, and click OK.

Running ProcessScheduler Steps

This section discusses how to:

• determine when to run Process Scheduler steps.

• prepare to run Process Scheduler steps.

• work with Process Scheduler steps.

• ensure Process Scheduler security authentication.

Determining When to Run Process Scheduler Steps

Running the ProcessScheduler step type is designed to improve performance and quicken completion times of long-running, data-intensive steps, that can be run in parallel in an application upgrade. In most cases, the steps that would require Process Scheduler processing are delivered in your upgrade template configured to run on a Process Scheduler server. However, if you are creating a custom template, decide that improved performance can be gained by running a step through Process Scheduler, as opposed to running through a remote agent, you can configure a process to be run by a ProcessScheduler step.

Before setting up an upgrade process to be run through Process Scheduler:

• always consult your specific upgrade documentation for any recommendations, considerations, or restrictions.

• make sure Process Scheduler is configured and defined within your upgrade environment.

See Also

PeopleSoft upgrade documentation for your upgrade path

Preparing to Run Process Scheduler Steps

Before running an upgrade process though Process Scheduler, the following items need to addressed:

Working With Process Scheduler Steps

This section discusses how to:

• View Process Scheduler logs.

• Restart Process Scheduler steps.

• Cancel Process Scheduler steps.

Viewing Process Scheduler Logs

If in your upgrade environment you have configured Change Assistant to be able to access Process Scheduler logging information, you can view the Process Scheduler processing information from within Change Assistant just as you would for any other step (click on the step and select Edit, View Log).

Restarting Process Scheduler Steps

If a Process Scheduler step has failed or has been stopped, you can restart the process by setting the step to Restart. This is most useful for restart-aware process definitions using Application Engine. When a step has been set to Restart, Change Assistant resubmits the process requests to Process Scheduler.

Canceling Process Scheduler Steps

While Change Assistant is executing the ProcessScheduler step, you can kill the step, by clicking on the step and selecting Run, Kill. This is equivalent to stopping or cancelling scheduled processes on the Process Scheduler. When you 'kill' the step, Change Assistant connects to the Process Scheduler, which issues "cancel" commands to the appropriate processes.

Ensuring Process Scheduler Security Authentication

PeopleSoft Change Assistant uses the PROCESSREQUEST component interface object to submit jobs to run on the PeopleSoft Process Scheduler server. You must ensure the user submitting the process has the appropriate authentication set for the PROCESSREQUEST object in the database the process runs against. You must edit security permissions to run the PROCESSREQUEST object.

To set up PROCESSREQUEST component interface security:

1. Log in to PeopleSoft through the browser.

2. Select PeopleTools, Security, Permissions & Roles, Permission Lists.

3. Select the permission list for which you want to set security. The Permission List component appears.

4. Access the component interfaces page and select the PROCESSREQUEST component interface.

5. Click Edit.

   The Component Interface Permissions page appears, showing all of the methods (both standard and user-defined) in the component interface and their method access.

6. Set the access permission for each method.

   Select Full Access or No Access. You must grant full access to at least one method to make the component interface available for testing and other online use.

7. Click OK, and then Save.