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Working with Templates

When applying a change package, Change Assistant uses the update template embedded in the PeopleSoft-provided change package. You can use the update template to automate the majority of the job steps. The primary difference between a template and a job is that a template is a composite of the update process, whereas a job is a set of filtered steps for a given target environment within a template.

PeopleSoft delivers update templates for each update in PeopleSoft change packages. When you apply updates by using the Apply Change Packages option, Change Assistant automatically loads the template into the Change Assistant internal storage system. You can add additional chapters, tasks, and steps to the template.

Note: Any changes that you make to the imported template won't affect the original template that you downloaded with the change package. If you want to overwrite the original template with your changes, save the template and select File, Export to export it to the directory from which you downloaded it. You can also use the export function to make this modified template available to others.

In order for others to use the template that you create or modify, you need to export it from Change Assistant.

To export a template:

  1. Select select File, then select Open Template.

  2. Select select File, then select Export Template.

    The Export Template dialog box appears.

  3. Navigate to the folder in which you want to save the template.

  4. Enter the name of the template.

    Note: If you want to overwrite the original template that you downloaded, enter the original name of the template.

  5. Click Save.

    Note: To ensure consistency with shared templates, the system includes all template and step properties in the exported XML file, regardless of whether the property value differs from the default value.

See Using Templates in Upgrades.