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Using Change Assistant for Application Upgrades

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).

• Import the template into Change Assistant.

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

Using the Database Configuration Wizard


You should have already downloaded and imported the Change Assistant template and
documentation from Customer Connection.
This section describes the next step, which is defining all of the databases used to perform the
upgrade. Change Assistant uses your configuration information to set the upgrade path.

Specifying Database Configuration Settings


To define a database, you need to set various configuration settings.

General Settings

To set up the upgrade environment:


.1 Select File, New Environment.
The Create New dialog box appears.
.2 Enter a name for your upgrade set of databases. Click OK.
The Database Configuration dialog box appears.

Database Configuration General Settings


Unicode Select this checkbox if your database is already configured as a
Unicode database.
Database Type Select a database platform from the list. Based on signon
requirements for the database platform that you select in this field,
other fields will be grayed or become available for entry. Valid
database types are DB2 zOS, DB2 UDB for UNIX/NT, Informix,
Microsoft SQL Server, Oracle, and Sybase.
Products Click the browser button to select the products that are installed in the
database.
Languages Click the browser button to select the languages that are installed in
the database.
SQL Query Executable Select the correct executable for the database platform. Valid SQL
query executables for each platform are:

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.

Source Database Settings

Click Next> to display the Source Database Information screen:

Source Database Information screen


Database Name Enter a name of up to 8 characters for the database name.
User ID Enter a PeopleSoft user ID of up to 32 characters.
User Password Enter a PeopleSoft user password of up to 32 characters.
SQL Server Host Name (Used for Microsoft SQL Server only) Enter a Microsoft SQL Server
Host Name.
Database Server Name (Used for Informix and Sybase only) Enter a name of up to 256
characters for the database server name.
Access ID The access ID has full access to all objects in the database. Your
access ID is not a user ID. This is the access ID used to administer
the database (not the connect ID). Examples of access IDs are sa or
sysadm. The IDs and passwords can be case-sensitive.
Access Password Enter the access password used in conjunction with the access ID.
Owner ID (Used for DB2 z/OS only). Enter the owner ID used for the tables
Test Connection Tests database connectivity using the Database Name, Database
Server Name (for Informix and Sybase) and access ID and access
password.

Target Database Settings

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.

Setting Step Properties


Select Edit, Step Properties to display the Step Properties screen.
Step Properties screen

Type Select the Process Type from dropdown list.


Parameters Enter any parameters that may be used as part of the step.
Run Location (Used with Application Engine Only in Perform Application Upgrade –
Enable Server Processing mode) Defines where the process will
execute.
Orientation Source or Target
Type of Upgrades Initial Upgrade, Move To Production or Both
Products, Platforms, Select which products, platforms and languages the step needs to
Languages run.
Allow for Errors Select whether the step should allow for errors.
Run Concurrently Select whether the step can run concurrently with other steps.
Running Data Conversion on the Server
Change Assistant uses the PSEMAgent to run an Application Engine data conversion process on
a server that you specify. This allows you to speed up the Move to Production upgrade process
by configuring a high-performance host server for the upgrade. You can also run upgrade process
concurrently.
To begin the data conversion phase of the upgrade, you need to set up your environment,
specifically:
• Configure and start the Environment Management hub. The Environment Management hub is
installed as part of the standard PeopleSoft Internet Architecture installation. It supports both
single-server and multi-server installations, and it runs on IBM WebSphere or BEA WebLogic
servers.

• 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.

• Configure the environment components in Change Assistant options.

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.

Set Change Assistant Options

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.

To set Change Assistant options:

.1 Open Change Assistant. Select Tools, Options…


The Change Assistant Options dialog box appears.
.2 Select the Perform Application Upgrade mode, click Enable Server
Processing checkbox, and then click OK.
Change Assistant Options screen
.3 Enter values for the options in the Remote Agent box, then click OK:

 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.

 Host Output Directory: Default output directory on the host machine.

.4 Select the Environment Management tab; enter the values for the
following, then click OK:

 Server Host Name

 Port of the Environment Management hub that has been configured as part of this
process.
Configuring a Step To Run on a Remote Agent

To configure a step to run on the remote agent:

.1 Determine which steps you want to run on the remote agent.


.2 Open Change Assistant; select Edit, Step Properties.
.3 Set the Run Location to Remote Agent.

Step Properties screen for remote agent


.4 If this step should run concurrently with other data conversion steps, click
Yes in the Run Concurrently box.

Running the Job

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.