Understanding Change Assistant For Upgrades

Application upgrade only applies to upgrading an older application release to application release 9.2. Once your application is on 9.2, PUM is used to apply maintenance and new features. You use Change Assistant to help automate and customize the PeopleSoft upgrade process. A PeopleSoft upgrade typically includes a PeopleTools and a PeopleSoft application upgrade.

Depending on your upgrade path, the application upgrade may be combined with the tools upgrade. If they are not combined, you will need to perform the tools upgrade before the application upgrade.

The following list describes the major steps within an upgrade when using Change Assistant.

• Deploy the Certified Upgrade Source Image as your New Release Demo database. The Upgrade Source Image is available for download from My Oracle Support. With the release of PeopleSoft PeopleTools 8.56, deployment packages (DPKs) are being used for the Upgrade Source Images. Each PeopleSoft application upgrade home page in My Oracle Support includes a tab for the Upgrade Source Images for that application.

  See PeopleSoft Upgrade Source Image Home Page (ID: 1552580.1).

• Deploy the PeopleSoft Update Image.

  See Installing PeopleSoft Update Image

• Configure Change Assistant for Upgrade.

  See Configuring Change Assistant for Upgrade Application

• Define Upgrade Package.

  See Defining an Upgrade Package

• Use the Upgrade Application action to create an upgrade job tailored to your specific environment, defining all the steps required to perform the upgrade.

  See Upgrading Application

• Use Change Assistant to 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 the upgrade progress.