Installing Change Assistant

Change Assistant runs on supported Microsoft Windows workstations and limited use on Linux.

Complete installation instructions for Change Assistant appear in your PeopleSoft 9.2 Application Installation guide.

See PeopleSoft 9.2 Application Installation for your database platform: Installing PeopleSoft Change Assistant

For hardware and software requirements, consult My Oracle Support, Certifications.

Microsoft Windows

Change Assistant can be installed from:

Note: A new version of Change Assistant is delivered with each PeopleTools patch.

PeopleSoft Change Assistant installation includes the following features:

  • You can install multiple instances of PeopleSoft Change Assistant (PeopleTools 8.55 and above) on one physical machine.

    Note: Multiple Instances of Change Assistant can run in parallel starting with PeopleTools 8.56, however you can not run multiple instances against the same target database. See Running Multiple Instances of Change Assistant

  • You must install each PeopleSoft Change Assistant instance in a separate installation location.

  • You can remove or upgrade each PeopleSoft Change Assistant instance separately.

  • When you remove an installation instance, you have the option to save the existing configuration information in a group of files gathered in a zip archive. You can configure Change Assistant at a later time by importing the zip file.

Linux

When you install the PeopleTools DPK for Linux, you can select to install Change Assistant.

Linux only supports a command line version of Change Assistant for Update Manager mode.

Linux is not supported for target databases that are below PeopleTools 8.57.17.

Starting with PeopleTools 8.59, when you deploy the PeopleSoft Update Image from the DPK, Change Assistant will be installed and configured for the PUM Source. The installation will create folders for staging, output, and download directories. The Image and REST credentials are also updated in the PUM database.

Note: This Change Assistant installation is for the exclusive use of PUM Automated Updates and should not be used for any other purpose.

See PeopleSoft Deployment Packages for Update Images Installation for the current PeopleSoft PeopleTools release.

See Setting Credentials for Automation.

PeopleTools Client deployment is documented in PeopleSoft PeopleTools 8.5x Deployment Packages Installation, Task 2-5: Deploying the PeopleTools Client DPK. The directions here only refer to the Change Assistant portion.

When you deploy PeopleTools Client in standalone mode using (SetupPTClient.bat -t), you will be prompted whether or not to install Change Assistant.

Do you want to install Change Assistant? [Y/N]:

If you answer y (yes), specify the installation directory, or accept the default, C:\ProgramFiles\PeopleSoftChange Assistant:

Please specify the directory to install Change Assistant [C:\Program Files\PeopleSoft\Change Assistant]:

If you enter a directory where a previous version of Change Assistant is installed, it will upgrade that version to the new PeopleTools release/patch. If you enter a new directory, a new instance of Change Assistant will be installed.

Windows Client Installation is documented in PeopleSoft Deployment Packages for Update Images Installation (PeopleSoft PeopleTools 8.5x), Task 2-6: Deploying the PeopleTools Client DPKs in Update Manager Mode.

When you deploy PeopleTools Client in Update Manager Mode from the tools_client directory using (SetupPTClient.bat), Change Assistant is always installed for PeopleTools release of the PUM Source.

Setup.bat is located in the PS_HOME\setup\PsCA directory.

You can use Setup.bat to create a new instance of Change Assistant, update an existing instance or delete an existing instance.

Installing a New Instance of Change Assistant using Setup.bat

To install a new instance of Change Assistant:

  1. From the PS_HOME\setup\PsCA directory, run Setup.bat.

    Note: If you have existing instances of Change Assistant and select to install a new instance the same wizard is used.

  2. Enter 1 on the PeopleSoft Change Assistant menu.

  3. Accept the default Destination Folder or enter the path for Change Assistant. The default destination folder is C:\PS\Change Assistant.

    --------------------------------
PeopleSoft Change Assistant
--------------------------------
  1) New Installation
  2) Maintain or Update
  q) Quit
Command to execute (1-2, q):1

PeopleSoft will install Change Assistant to the following directory .
Destination Folder [C:\PS\Change Assistant] :

    If the installer detects an existing installation in the destination folder that you specified, you see a message telling you to uninstall the instance.

    Change Assistant already installed in this path. Please uninstall it before new installation Exiting installer after deteciting old installation

  4. When the copy is complete, a shortcut to the new Change Assistant will appear on your desktop.

Uninstalling PeopleSoft Change Assistant Instances in the Current Release

To uninstall an instance of Change Assistant:

  1. From the PS_HOME\setup\PsCA directory, run Setup.bat.

  2. Enter 2 on the PeopleSoft Change Assistant menu.

    --------------------------------
PeopleSoft Change Assistant
--------------------------------
  1) New Installation
  2) Maintain or Update
  q) Quit
Command to execute (1-2, q):2

  3. Select the installed instance you want to uninstall.

    Please select the instance of Change Assistant :
1) Change Assistant  2 PT856.07 C:\Program Files\PeopleSoft\Change Assistant
2) Change Assistant  3 PT857.01 C:\CA

q)Quit
Command to execute (1-2, q):1

  4. Enter 2 to uninstall the selected instance.

    Please select the activity :
1) Upgrade Selected Instance
2) Uninstall Selected Instance
q)Quit
Command to execute (1-3, q):2

  5. When you uninstall an instance of Change Assistant, you have the option of retaining the existing configuration. If you select 2, you will see a message that gives the name of the backupconfiguration file, such as changeassistantcfgbak.zip, and the installation location where you can find it, for example C:\Program Files\PeopleSoft\Change Assistant. 

    Please select the activity :
1)Without Retaining existing configuration
2)Retaining existing configuration
q)Quit
Command to execute (1-3, q):1

Updating Existing Instance of Change Assistant

To update an existing instance of Change Assistant:

  1. From the PS_HOME\setup\PsCA directory, run Setup.bat.

  2. Enter 2 on the PeopleSoft Change Assistant menu.

    --------------------------------
PeopleSoft Change Assistant
--------------------------------
  1) New Installation
  2) Maintain or Update
  q) Quit
Command to execute (1-2, q):2

  3. Select the installed instance you want to update.

    Please select the instance of Change Assistant :
1) Change Assistant  1 PT856.07 C:\ca856
2) Change Assistant  4 PT857.01 C:\PS\Change Assistant

q)Quit
Command to execute (1-2, q):1

  4. Select to upgrade the selected instance.

    Please select the activity :
1) Upgrade Selected Instance
2) Uninstall Selected Instance
q)Quit
Command to execute (1-3, q):1

  5. Select if you want to retain the existing configuration.

    Please select the activity :
1)Without Retaining existing configuration
2)Retaining existing configuration
q)Quit
Command to execute (1-3, q):2

    If you retain the existing configuration, the configuration will be automatically imported when you open the Change Assistant instance.

In the browser, navigate to the PeopleTools Options page (PeopleTools, Utilities, Administration, PeopleTools Options) and make sure that the Environment Long Name and Environment Short Name are specified correctly.

The Environment Management Framework and Change Assistant use these values, along with the GUID, to identify an environment and associate environment information with a particular named environment. Likewise, it enables you to search for updates for a specific environment.