PeopleSoft PeopleTools Upgrade and Data Management Rel 8.50

Course Description

In the Upgrade and Data Management Rel 8.50 course, students will learn to manage customizations, apply application updates, and upgrade a PeopleSoft application. Students will learn to use all of the tools necessary to accomplish these tasks, including Application Designer's upgrade features, Data Mover, and Change Assistant.Students will use the Application Designer upgrade tools to create projects, compare projects, analyze compare reports, and copy definitions to different environments. Students will customize the PeopleSoft system and migrate the customizations to other databases. They will create Change Packages for updates, as well as apply updates downloaded from My Oracle Support. Lastly students will understand the application upgrade process and all of the tools used to perform the upgrade. Students create an upgrade job in Change Assistant and run all of the steps in the application upgrade. Each of the steps in the upgrade process is reviewed and explained.Learn To: Perform an upgradeManage customizationsCompare and analyze definitions between databasesApply application updates

Skills Gained

• Describe the different data management tools
• Manage customizations
• Migrate customizations between PeopleSoft databases using projects
• Compare and analyze definitions
• Use Data Mover to export and import data
• Apply application updates
• Perform an upgrade

Who Can Benefit

• Application Developers
• Database Administrators
• System Analysts
• Technical Consultant

Prerequisites

• Working knowledge of PeopleSoft Architecture
• Experience with Application Designer
• Understanding of the data structures of PeopleSoft Applications

Syllabus

Course Overview

• Course Objectives
• Course Agenda

Technology Overview

• Describing Data Management Tasks
• Describing Data Management Tools
• Describing PeopleSoft Database Tables
• Describing Change Assistant
• Describing Application Updates
• Describing Application Upgrades

Examining PeopleSoft Databases

• Describing PeopleSoft System Components
• Describing Structure Versus Content
• Tracking Definition Changes
• Describing Customizations
• Defining Upgrade Terminology
• Identifying a Database

Building and Altering Tables

• Identifying PeopleTools Tables That Affect the System Catalog
• Configuring Data Definition Language (DDL) Parameters
• Using the Build Process
• Altering Tables
• Creating Views, Indexes, and Triggers
• Running Database Integrity Reports

Identifying PeopleTools Tables

• Examining PeopleTools Tables
• Securing PeopleTools Tables
• Running SYSAUDIT Reports

Merging Projects

• Documenting Changes and Customizations
• Printing Definitions
• Searching for Strings in PeopleCode
• Determining How Definitions Are Related

Using Change Control

• Identifying Change Control Components
• Administering Change Control Options
• Setting Workstation Preferences
• Locking and Unlocking Definitions
• Copying Locked Definitions

Using Projects to Migrate Customizations

• Describing the Migration Process
• Creating Upgrade Projects
• Copying Projects to Databases
• Validating and Reusing Projects
• Adjusting Definitions
• Merging Projects
• Copying Projects To and From Files

Using the Compare and Report Process

• Describing the Compare Process
• Running Compare and Report
• Setting Upgrade Options

Viewing and Analyzing Compare Reports

• Viewing Compare Reports
• Analyzing Compare Reports
• Entering Overrides in Upgrade Projects
• Comparing and Merging Text Definitions and Files
• Running PeopleCode Diff/Merge
• Comparing and Merging Pages

Moving Data with Data Mover

• Listing Data Mover Commands and Syntax
• Exporting Data
• Importing Data
• Using Additional Set Commands
• Encrypting Passwords with Data Mover
• Renaming Records and Fields
• Running Data Mover in Command Line Mode

Creating a Change Package

• Describing Change Packager
• Creating a Change Project
• Creating File Reference Definitions
• Creating a Change Package in Application Designer
• Updating a Change Assistant Template
• Finalizing a Change Package
• Testing the Change Package

Configuring Change Assistant for Updates

• Describing Applying Change Packages
• Preparing the Environment
• Setting Up the Environment Management Framework
• Using the Environment Management Viewer
• Setting Change Assistant Options

Applying Change Packages

• Applying a Change Package
• Correcting Errors in Change Assistant Job
• Reviewing Change Assistant Logs

Comparing, Testing, and Deploying Updates

• Describing Update Deployment
• Reapplying Customizations
• Migrating a Change Package

Applying Application Updates

• Listing the Change Assistant Update Steps
• Uploading Environment Information
• Searching for Updates
• Analyzing Updates
• Downloading and Applying Change Packages
• Reapplying Change Packages

Planning Your PeopleSoft Application Upgrade

• Describing PeopleSoft Upgrade Types
• Describing Application Upgrade Process
• Gathering Upgrade Documentation
• Identifying Upgrade Planning Tasks
• Describing the Software Install
• Configuring Change Assistant for Upgrades
• Creating an Environment
• Creating an Upgrade Job

Preparing the Database

• Preparing Databases for Upgrade
• Comparing Customizations
• Describing a Database Compare
• Identifying Customizations
• Preparing the Copy of Production Database
• Preparing for the Application Upgrade

Applying PeopleTools Changes

• Describing PeopleTools Changes
• Explaining the Steps in a PeopleTools Upgrade

Running and Reviewing Compare Reports

• Preparing for Application Changes
• Running New Release Compare Reports
• Reviewing New Release Compare Reports
• Reviewing the Non Compare Project

Applying Application Changes

• Customizing the New Release
• Running New Release Upgrade Copy
• Modifying Database Structures
• Running Data Conversion Programs
• Finalizing the Database Structures
• Loading Data to Complete the System Setup

Completing Database Changes and Moving to Production

• Reapplying Customizations
• Setting Up Security
• Stamping the Database
• Testing the Database
• Testing the Move to Production
• Developing a Test Plan
• Preserving Queries, Trees and Tree Structure