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This document describes the process used for upgrading a PeopleSoft application from one
release to another release using Change Assistant.
The following basic steps describe how to upgrade your application using Change Assistant:
• Download the Change Assistant template and documentation from Customer Connection for
the specific upgrade process that you will be performing (for example, upgrading from
PeopleSoft CRM 8.45 to PeopleSoft CRM 8.46).
For more information about Change Assistant, see Enterprise PeopleTools 8.46 PeopleBook:
Software Updates.
• Using the Database Configuration Wizard, you define which databases are to be used during
the upgrade.
• Create an upgrade job to define all the steps required to perform the upgrade for your specific
environment.
• Set the documentation directory so that Change Assistant can 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 how the upgrade is progressing
General Settings
DB2: db2cmd.exe
Informix: dbaccess.exe
Microsoft SQL Server: osql.exe
Oracle: sqlplus.exe
Sybase: isql.exe
Note. Change Assistant uses the command line version of the .exe,
not the GUI version. For example, sqlplus.exe is used for an Oracle
database, rather than sqlplusw.exe.
Old Release PS_HOME (Used for Application Upgrades only) Enter or browse to the
PS_HOME directory containing the files, in subdirectories, of the
release that you are upgrading from. This is typically the current
PS_HOME of the Target database.
New Release Enter or browse to the PS_HOME directory containing the files, in
PS_HOME subdirectories, of the release that you are upgrading to. This is
typically the current PS_HOME of the Source database.
Click Next> to display the Target Database Information screen. Enter the appropriate values for
your target database, as you just did for your source database.
If you are upgrading a PeopleTools-only release, only the target database settings are needed.
Application upgrades require settings for both the source and target databases.
• Configure and start the Environment Management agent. Only one agent is required and
typically this agent that runs on a host machine that you have designated as a high-
performance server.
For information on how to configure and start the hub and agent, see the “Configuring and
Running Environment Management Components” chapter in Enterprise PeopleTools 8.46
PeopleBook: Software Updates.
Once the Environment Management hub and an Environment Management agent have been
configured and started, you set options in Change Assistant to use these components.
Host Name. This name of the host machine running the PSEMAgent process.
Host PS_HOME, including the complete path to the executable. For example, on a
Windows machine: <%PS_HOME%>\bin\client\winx86; on a UNIX machine:
<%PS_HOME%>\bin.
.4 Select the Environment Management tab; enter the values for the
following, then click OK:
Port of the Environment Management hub that has been configured as part of this
process.
Configuring a Step To Run on a Remote Agent
After you have configured all the components and set step properties, you can run the job in the
normal way. When Change Assistant executes the step, the process runs on the remote agent
(not on the same workstation where Change Assistant is running). However, Change Assistant
behaves as though the process is running locally. In the Change Assistant activity window, the
progress of the process execution displays.
The output from the process is automatically saved in the Change Assistant output directory. Also,
Change Assistant performs error checking on the output. You can view log information through
Change Assistant as you would for any other process.
Note. When you select Remote Agent as the Run Location, you must set the mode in Change
Assistant to Perform Application Upgrade and select Enable Server Processing.
If you select any other mode, Change Assistant runs the step locally and logs this warning to the
log file: “Warning: This step contains the value to run processes on a Remote Agent. However,
'Enable Server Processing' is currently disabled. The step will run on the client by default.” The
step status shows a warning, and Change Assistant continues processing the job.