Duration
5 days
Overview
This PeopleSoft Lifecycle Management/Update Manager combo training will teach you to manage customizations, select updates using the PeopleSoft Image for your application, apply updates using Change Assistant and how to upgrade PeopleTools, as well as an upgrade from an application prior to 9.2. You’ll use the necessary tools to accomplish these tasks, including Application Designer upgrade features, Data Mover, Application Data Sets, and Change Assistant.
Learn To:
Manage customizations.
Ensure data integrity.
Migrate the customizations to other PeopleSoft databases.
Compare and analyze definitions between databases.
Merge pages and PeopleCode.
Migrate data using Data Mover.
Migrate data using Application Data Sets.Download and deploy PeopleSoft Image (PI).
Configure the Windows Client running Change Assistant.
Upload customer data and target database to PI.
Use PeopleSoft Update Manager PIA application.
Apply Change Packages.
Download and apply a PeopleSoft Release Patchset.
Upgrade PeopleTools and apply PeopleTools patch.
Upgrade application.
Create or modify a change package.
Benefits to You
Leverage the full set of PeopleSoft lifecycle support applications and utilities to help reduce the cost of ownership of your PeopleSoft applications by simplifying the processes of upgrading and maintaining your PeopleSoft databases.
PeopleSoft Update Manager is the update methodology and mechanism you will use to apply updates to your
PeopleSoft applications. This course steps you through the entire process to get you up and running quickly.
PeopleSoft Image
You'll also learn to download and deploy the PeopleSoft Image for your PeopleSoft product.
PeopleSoft Update Manager
Develop the knowledge and skills to perform all of the tasks necessary to set up and use this methodology.
Change Assistant
You'll also learn how to use Change Assistant for Update Manager, including defining and applying the generated custom change package.
PeopleSoft Update Manager PIA Application
Finally, you'll learn how the Update Manager Dashboard is used to assist in determining your current level of maintenance, as well as how to search and select updates using PeopleSoft Update Manager PIA Application.
Audience
Application Developers
Database Administrators
Project Manager
System Analysts
Technical Consultant
Related Training
Required Prerequisites
Experience with Application Designer
Familiar with PeopleSoft navigation
Understanding of the data structures of PeopleSoft Applications
PeopleSoft PeopleTools I Rel 8.55
Suggested Prerequisites
Experience with Application Designer
Familiar with PeopleSoft navigation
Understanding of the data structures of PeopleSoft Applicati
Course Objectives
Compare and analyze definitions
Migrate data using Data Mover
Migrate data using Application Data Sets
Describe the different data management tools
Manage customizations
Migrate customizations between PeopleSoft databases using projects
Course Topics
Examining PeopleSoft Databases
Describing PeopleSoft System Components
Describing Structure Versus Content
Tracking Definition Changes
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 and Indexes
Identifying PeopleTools Tables
Examining PeopleTools Tables
Securing PeopleTools Tables
Running SYSAUDIT Reports
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
Using Application Data Sets
Describing Application Data Sets
Implementing Data Set Security
Reviewing Delivered Application Data Sets
Using Data Set Designer
Viewing Data Set Summary Reports
Migrating Data with Application Data Sets
Defining ADS Project
Managing Data Migration Project File Locations
Copying and Comparing Projects
Using Approval Framework with DMW
Downloading and Deploying PeopleSoft Image
Downloading PeopleSoft Image DPK
Deploying DPK Using VBox Shell
Deploying DPK on Windows
Configuring the Windows Client Running Change Assistant
Describing the Windows Client Setup
Deploying the PeopleTools Client DPK in Update Manager Mode
Configuring and Starting Environment Management Agent
Configuring Change Assistant for Updates
Defining Change Assistant Settings
Defining Databases
Selecting Update Manager Action
Uploading Target Database Information
Defining a New Change Package
Uploading Customer Data
Describing Customer Data
Creating a Customization Repository
Creating Test Projects
Uploading Customer Data
Using PeopleSoft Update Manager PIA Application
Describing PeopleSoft Update Manager PIA Application
Using Update Manager Dashboard
Managing Customization Repository
Managing Test Repository
Defining Change Packages
Selecting Select a Method to Search for BUGs and Create a Change Package
Using the Selection Grid
Completing the Change Package Definition
Reviewing Change Packages
Defining Translation Delta Package
Applying Change Packages
Packaging Updates
Applying Change Package
About PeopleSoft Image
Using Change Assistant Interface
Describing Change Assistant Update Chapters
Moving to Production
Downloading and Applying a PeopleSoft Release Patchset
Discovering and Downloading the PRP
Applying the PRP to the PeopleSoft Image
Applying the PRP to the Target Database
Upgrading PeopleTools
Describing PeopleTools Changes
Installing New PeopleTools Release
Downloading Change Package for the New PeopleTools Release
Configuring Change Assistant for PeopleTools Upgrade
Reviewing PeopleTools Upgrade Job
Preparing for Your PeopleTools Upgrade
Applying PeopleTools Changes
Completing Database Changes
Applying PeopleTools Patches
Discovering and Downloading PeopleTools Patch
Applying PeopleTools Patch Using DPK
Configuring Change Assistant for Applying a PeopleTools Patch
Applying the PeopleTools Patch Change Package
Upgrading Your PeopleSoft Application
Describing PeopleSoft Upgrade Types
Gathering Upgrade Documentation and Required Files
Describing the Application Upgrade Process
Identifying Upgrade Planning Tasks
Defining and Creating Upgrade Packages
Reviewing the Upgrade Change Package
Creating an Upgrade Application Job
Creating or Modifying Change Packages
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
Applying Your Change Package
Describing Apply Update Action
Applying a Change Package
Programme scope, delivery arrangements and suitability are confirmed during enquiry.