PeopleSoft Human Capital Management 9.0 to 9.

2 (through Update Image 9) Upgrade

SKU uhcm90to92_UI9_102014
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Contents
Preface
About This Documentation
................................................................................................................................. 25
Understanding This Documentation
...................................................................................................................... 25
Prerequisites
........................................................................................................................................................... 25
Audience
................................................................................................................................................................ 25
Organization
........................................................................................................................................................... 26
Typographical Conventions
................................................................................................................................... 26
Products
.................................................................................................................................................................. 27
Related Information
............................................................................................................................................... 28
Comments and Suggestions
................................................................................................................................... 28
Chapter 1
Planning Your Application Upgrade
.................................................................................................................. 29
Understanding Application Upgrade Planning
...................................................................................................... 29
Understanding Your Upgrade
................................................................................................................................ 29
Understanding PeopleSoft Upgrades
................................................................................................................ 29
Verifying the Software Installation
................................................................................................................... 30
Defining Upgrade Databases
............................................................................................................................ 30
Increasing Database Space
................................................................................................................................ 31
Reviewing Upgrade Notes and Tips
................................................................................................................. 31
Reviewing Fixes Required at Upgrade
............................................................................................................. 33
Preparing Your Upgrade Job
.................................................................................................................................. 33
Running the Application Filter Query
.............................................................................................................. 34
Modifying the DB2 Scripts
............................................................................................................................... 34
Editing the Language Swap Script
.................................................................................................................... 35
Evaluating Upgrade Steps for Your Upgrade Job
............................................................................................. 36
Preserving Files from the Initial Pass for MTP
................................................................................................ 39
Modifying Compare Report Options
................................................................................................................ 40
Optimizing the Create and Alter Process
.......................................................................................................... 42
Identifying Customizations
.................................................................................................................................... 42
Backing Up Demo Databases
................................................................................................................................. 44
Backing Up the Copy of Current Demo
........................................................................................................... 45
Backing Up the New Release Demo
................................................................................................................. 45
Contents
6 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved.
Chapter 2
Preparing Your Database for Upgrade
.............................................................................................................. 47
Understanding Database Preparation
..................................................................................................................... 47
Applying Upgrade Planning Files
.......................................................................................................................... 48
Understanding Applying Upgrade Planning Files
............................................................................................ 48
Applying the UPGOPT Project
......................................................................................................................... 48
Building the UPGOPT Project
.......................................................................................................................... 48
Editing the UPGOPT Project Script
................................................................................................................. 49
Running the UPGOPT Project Script
............................................................................................................... 49
Loading Upgrade Planning Related Data
......................................................................................................... 49
Setting Up Upgrade Planning Security
............................................................................................................. 50
Editing Upgrade Planning DB2 Scripts
................................................................................................................. 50
Running Upgrade Planning Scripts
........................................................................................................................ 51
Understanding Running Upgrade Planning Scripts
.......................................................................................... 51
Importing GPCE Upgrade Default Options
...................................................................................................... 51
Updating Statistics
................................................................................................................................................. 51
Running Initial Audit Reports
................................................................................................................................ 52
Understanding Running Initial Audit Reports
.................................................................................................. 52
Running the Initial DDDAUDIT Report
.......................................................................................................... 52
Running the Initial SYSAUDIT Report
............................................................................................................ 53
Running the Initial SYSAUD01 Report
........................................................................................................... 53
Running the Initial SWPAUDIT Report
........................................................................................................... 53
Creating the INITALTAUD Project
................................................................................................................. 54
Running the Initial Alter Audit
......................................................................................................................... 54
Reviewing the Initial Audits
............................................................................................................................. 55
Verifying Global Payroll
........................................................................................................................................ 55
Running Application Audits
.................................................................................................................................. 56
Running Upgrade Reports
................................................................................................................................. 56
Running the Contract Pay Audit Report
........................................................................................................... 57
Reviewing Career Planning Mobility
............................................................................................................... 58
Checking Bracket Data for Global Payroll China
............................................................................................. 58
Auditing Profile Types
...................................................................................................................................... 60
Auditing Active Profiles
................................................................................................................................... 60
Reviewing Dropped Profile Item's Effective Dates
.......................................................................................... 61
Preparing Approvals for Upgrade
.......................................................................................................................... 61
Understanding Approvals Upgrade
................................................................................................................... 62
Completing Time and Labor Approvals
........................................................................................................... 62
Completing Absence Management Approvals in TL Timesheet
...................................................................... 62
Completing Federal Human Resources Approvals
........................................................................................... 63
Making Functional Decisions
................................................................................................................................ 63
Contents
Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. 7
Understanding Making Functional Decisions
................................................................................................... 63
Assigning Upgrade Default Values
.................................................................................................................. 63
Defining GP Country Extensions Upgrade Defaults
........................................................................................ 65
Exporting GPCE Upgrade Default Options
...................................................................................................... 67
Reviewing Table Row Counts
............................................................................................................................... 67
Preparing Your Database
...................................................................................................................................... 67
Understanding Database Preparation
................................................................................................................ 68
Verifying Database Integrity
............................................................................................................................. 68
Cleaning the PSOBJCHNG Table
.................................................................................................................... 69
Purging Message Queues
.................................................................................................................................. 69
Deleting DDDAUDIT Output Data
.................................................................................................................. 69
Deleting Performance Monitor System Default Data
....................................................................................... 70
Cleaning Up PeopleTools Data
......................................................................................................................... 70
Dropping Temporary Tablespaces
.................................................................................................................... 71
Shrinking Images
.............................................................................................................................................. 72
Dropping PeopleTools Tables
................................................................................................................................ 73
Understanding Dropping PeopleTools Tables
.................................................................................................. 73
Dropping the PS_PSMCFQUEUESLANG Table
............................................................................................ 73
Dropping the PSOPTSTATUS Table
............................................................................................................... 73
Dropping PeopleSoft Update Manager Tables
................................................................................................. 74
Renaming Records and Fields
............................................................................................................................... 74
Understanding Renaming Records and Fields
.................................................................................................. 75
Exporting the Rename Utility
........................................................................................................................... 75
Importing the Rename Utility
........................................................................................................................... 76
Building the Rename Utility Project
................................................................................................................. 76
Editing the Rename Project Script
.................................................................................................................... 76
Running the Rename Project Script
.................................................................................................................. 77
Exporting Rename Utility Data
........................................................................................................................ 77
Importing Rename Utility Data
........................................................................................................................ 77
Running the Data Mover Rename Utility
......................................................................................................... 77
Reviewing the Data Mover Rename Utility Output
......................................................................................... 78
Running the Data Mover Rename Script
.......................................................................................................... 78
Retaining the Target Rename Log Files
........................................................................................................... 78
Running Data Mover Renames on Copy of Current Demo
.............................................................................. 79
Comparing Customizations
.................................................................................................................................... 79
Understanding the UPGCUST Compare
.......................................................................................................... 79
Running the UPGCUST Compare
.................................................................................................................... 79
Running the UPGCUST Filter Script
............................................................................................................... 80
Reviewing the UPGCUST Compare Log
......................................................................................................... 81
Restoring the Copy of Current Demo
............................................................................................................... 81
Preparing for the Application Upgrade
.................................................................................................................. 81
Creating a Copy of Translate Values
................................................................................................................ 82
Contents
8 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved.
Creating a Copy of RecField Definitions
.......................................................................................................... 82
Loading the Alter Analyzer Data
...................................................................................................................... 82
Deleting Old Pagelet Wizard Data
................................................................................................................... 83
Backing Up After Preparing Your Database
.......................................................................................................... 84
Chapter 3
Applying PeopleTools Changes
........................................................................................................................... 85
Understanding PeopleTools Changes
.................................................................................................................... 86
Verifying the Upgrade User
................................................................................................................................... 86
Performing Script Modifications
............................................................................................................................ 87
Understanding Script Modifications
................................................................................................................. 88
Updating the Configuration Manager Profile
................................................................................................... 88
Copying the Materialized View Scripts
............................................................................................................ 90
Copying the PTDDLUPG Script
...................................................................................................................... 90
Editing the PTDDLUPG Script
........................................................................................................................ 90
Running a DBTSFIX Report
............................................................................................................................ 92
Editing the DBTSFIX Output Scripts
............................................................................................................... 92
Editing the GRANT Script
................................................................................................................................ 93
Editing the PTxxxTLS Scripts
.......................................................................................................................... 93
Editing the DB2 Scripts
.................................................................................................................................... 94
Editing Move to Production Import Scripts
...................................................................................................... 95
Editing the Move to Production Password
........................................................................................................ 95
Editing the DDL Parameters
............................................................................................................................. 96
Preparing for the Integration Broker Conversion
............................................................................................. 97
Preparing for a PeopleTools Patch
.................................................................................................................... 98
Editing Application Tablespace Step Properties
............................................................................................... 99
Editing Multilingual Step Properties ..............................................................................................................
100
Preparing for the DB2 Data Type Conversion
..................................................................................................... 101
Understanding the Conversion Preparation ....................................................................................................
101
Editing the DB2 Data Type Conversion Script ...............................................................................................
101
Running the DB2 Data Type Length Audit ....................................................................................................
101
Reviewing the Initial Audits Before DB2 Conversion ...................................................................................
102
Performing Updates to PeopleTools System Tables
........................................................................................... 102
Understanding Updating PeopleTools System Tables ....................................................................................
103
Cleaning Up Message Data .............................................................................................................................
103
Creating Tablespaces ......................................................................................................................................
103
Creating Tablespaces for Informix .................................................................................................................
104
Updating System Catalog Views ....................................................................................................................
104
Updating PeopleSoft Database Roles .............................................................................................................
104
Creating the Oracle Materialized Views Table ...............................................................................................
105
Updating PeopleTools System Tables ............................................................................................................
105
Contents
Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved. 9
Granting Privileges to the CONNECT ID ......................................................................................................
106
Exporting Installation Data .............................................................................................................................
106
Updating the Product License Code ...............................................................................................................
106
Updating the Database for Timestamp ...........................................................................................................
107
Updating PeopleTools Patch Information .......................................................................................................
107
Creating Temporary Performance Indexes .....................................................................................................
108
Exporting PeopleTools System Tables ...........................................................................................................
108
Importing PeopleTools System Tables ...........................................................................................................
108
Enabling the DB2 CAST Function .................................................................................................................
109
Rerunning Update Statistics for DB2 zOS ......................................................................................................
109
Rerunning the RUNSTATS Report for DB2 LUW ........................................................................................
110
Rerunning Update Statistics for DB2 LUW ...................................................................................................
110
Rerunning Update Statistics for Informix .......................................................................................................
110
Rerunning Update Statistics for Oracle .........................................................................................................
111
Saving Transparent Data Encryption Information ..........................................................................................
111
Saving Oracle Fine Grained Auditing Information ........................................................................................
112
Turning Off Change Control
............................................................................................................................... 112
Loading Model Definition Data
........................................................................................................................... 113
Understanding Loading Model Definition Data .............................................................................................
113
Loading Model Definitions for DB2 zOS .......................................................................................................
113
Loading Model Definitions for DB2 LUW ....................................................................................................
113
Loading Model Definitions for Oracle ...........................................................................................................
114
Loading Model Definitions for Informix ........................................................................................................
114
Loading Model Definitions for Microsoft ......................................................................................................
114
Loading Model Definitions for Sybase ...........................................................................................................
114
Loading Message Data
......................................................................................................................................... 115
Reviewing PeopleTools Objects
.......................................................................................................................... 115
Copying Projects
................................................................................................................................................. 116
Understanding Copying Projects ....................................................................................................................
117
Copying the PPLTLS84CUR Project .............................................................................................................
117
Copying the PPLTLS84CURML Project .......................................................................................................
117
Copying the PPLTLSML Project ....................................................................................................................
118
Copying the PPLTLS84CURDEL Project ......................................................................................................
119
Copying the PATCH85X Project ....................................................................................................................
120
Copying the PATCH85XML Project ..............................................................................................................
120
Populating Tablespace Data
................................................................................................................................. 121
Creating Application Tablespaces ..................................................................................................................
121
Creating Application Tablespaces for Informix .............................................................................................
121
Populating Updated Tablespace Data .............................................................................................................
122
Creating the DB2 Tablespace Audit Project ...................................................................................................
122
Auditing DB2 Tablespace Assignments .........................................................................................................
123
Updating Tablespace Names ...........................................................................................................................
123
Contents
10 Copyright © 2014, Oracle and/or its affiliates. All Rights Reserved.
Updating DB2 Tablespace Assignments ........................................................................................................
124
Building the Updated PeopleTools Project
.......................................................................................................... 125
Generating the Updated PeopleTools Script ...................................................................................................
125
Editing the Updated PeopleTools Script .........................................................................................................
125
Running the Updated PeopleTools Script .......................................................................................................
126
Migrating Records to New Tablespaces
.............................................................................................................. 126
Understanding Record Migration to New Tablespaces ..................................................................................
126
Copying the PT84TBLSPC Project ................................................................................................................
126
Building the Tablespace Alter Script ..............................................................................................................
127
Editing the Tablespace Alter Script ................................................................................................................
127