Defining Change Package

In order to define a new change package, the following steps must be completed:

  • PUM Source Database defined.

  • Target Database defined.

  • Target Database uploaded to the PUM Source.

See Selecting Update Manager Action

Use the Define Change Package action to create the change package definition. Change packages can be created using Update Manager Dashboard or Change Assistant.

To define a new change package:

  1. In Change Assistant, select the Update Manager action.

    The Update Manager action is available from:

    • The menu by selecting Tools, Change Actions.

    • Clicking Next on the Welcome page.

  2. Select Define Change Package and click Finish.

This example illustrates the fields and controls on the Define Change Package. You can find definitions for the fields and controls later on this page.

 Define Change Package

Select the method to use for creating the Change package.

Select the Click Here to Open Browser and Connect to PUM Source Database button to define the change package in PIA.

Use the PeopleSoft PIA application to create the change package definition. See Defining Update Change Packages

Standard search options are available for common use cases. Customers also have the option to create their own commonly used search criteria.

This example illustrates the fields and controls on the Define a New Change Package in Change Assistant page. You can find definitions for the fields and controls later on this page.

 Define a New Change Package in Change Assistant

Field or Control

Description

Target Database

Select the target database.

Package Name

Enter a package name.

Package Description

Enter a package description. (Optional)

Search Definition Option

Select the type of search definition.

  • Standard System Search Criteria

    When you click Next, the standard system searches will be displayed.

  • Previously Defined Search Criteria

    When you click Next, your previously defined searches will be displayed.

Standard Search Options

The same standard system search options available from the Update Manager Dashboard are available in Change Assistant. These include:

  • All Unapplied Updates for Installed Products

  • All Critical Unapplied Updates for Installed Products

  • All Critical Updates Not Applied

  • All Tax Updates Not Applied

  • All True Requisites Not Applied

  • All Updates Not Applied

Previously Defined Search Criteria

If you select Previously Defined Search Criteria and click Next, the list will include all Change Package definitions with a status of Complete in the PUM source database.

This example illustrates the fields and controls on the Previously Defined Search Criteria page.

 Previously Defined Search Criteria

Select the checkbox if you want to proceed to create the change package when the package is defined. Click either Finish or Next (if you selected to proceed to create change package) to define the change package.