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Source and Target Databases

In various places within this PeopleBook, as well as any PeopleSoft documentation related to upgrades or database compares, the terms source and target are used. Knowing the meanings of these terms helps you to understand the context of a description or step.

During a PeopleSoft update or upgrade, in most cases, you copy application definitions (such as pages and records) from a source database to a target database. The definitions of these terms are:

source database

The source database is the database from which the new changes are coming.

target database

The target database is the database to which you are moving the new changes.

Note: Depending on whether you are performing an upgrade or update, and the stage within the process you are, these terms are relative and can refer to different databases.

For example, in a typical upgrade, you install the new version to a demonstration database, referred to as Demo. Then, you create a copy of your production database, referred to as Copy of Production. You then copy the modified definitions from the Demo database into the Copy of Production. In this context, your Demo database is your source and the Copy of Production is the target. Likewise, after you complete the initial copy and perform the required compares and tests, you begin a Move to Production pass. In this pass you take the Copy of Production database and incorporate the modified definitions into the Production database. In this context, the Copy of Production is your source and the Production database is your target.

When applying an update using the "Apply with Database Compare/Copy" option, the source database is the Demo database where the update (change package) has already been applied.

Change Assistant Environments and Terminology

Depending on the action to perform, the environment must be configured. Each environment will include:

  • Database name

  • Database type

  • Unicode

  • User Ids and passwords

  • SQL query executable

  • Products

    Products are selected for the target database only. The source database will inherit these values from the target.

  • Languages

    Languages are selected for the target database only. The source database will inherit these values from the target.

  • Paths to the current environment home directories.

    • PS_HOME

    • PS_APP_HOME

    • PS_CUST_HOME

  • For application upgrades only , the target database will also include paths to the old environment home directories.

Paths to Home Directories

The order by which the PeopleTools runtime will pick up objects from the file system is as follows:

  1. PS_CUST_HOME

  2. PS_APP_HOME

  3. PS_HOME

Change Assistant will loop through the paths in order of precedence until it finds the first instance of the file object at which time it will execute the step.

Databases Used for Each Action Mode

Action

Databases and Paths Used

Apply Update

Target database with path for current environment.

Application Upgrade

Target database with path for current environment and path for old release.

Source database is the dedicated demo database for your application.

(Optional) Copy of current demo database with path for current environment.

(Optional) Production database with path for current environment.

Upgrade PeopleTools

Target database with path for current environment.

Copy/Compare Managed Objects

Target database with path for current environment.