Select Task

This example illustrates the fields and controls on the Change Assistant Wizard - Select Task page. You can find definitions for the fields and controls later on this page.

Change Assistant Wizard - Select Task page

Depending on the options configured, some tasks may be not be enabled. For example if EM Hub is not defined, Validate Change Assistant EM Settings will be grayed out.

Field or Control Description

Validate Change Assistant EMF Settings

Select to validate the settings. Change Assistant validates settings by:

  • Locating valid SQL query tools required to run SQL scripts.

  • Testing the Environment hub and ensuring Change Assistant can communicate with it.

See Validating Change Assistant EMF Settings

Upload Target Database Information to PUM Source

Select to upload the target database information to the PUM source database.

Once the database information is uploaded, the database will be available in PeopleSoft Update Manager as a target database.

See Uploading Target Database Information

Define Change Package

Select to open the Wizard that will guide you through the process of defining a change package. Change packages can be defined using Update Manager Dashboard or Change Assistant.

See Defining Change Package

Create Change Package

Select to open the Wizard that will guide you through the process of creating a change package based on defined change package.

See Creating Change Package

Apply Change Package

Select after the custom change package has been created to apply the change package to your target database.

See Applying Change Package

Apply Downloaded PeopleSoft Release Patchset to PeopleSoft Image

Select to apply a PRP to the PeopleSoft Update Image.

See Applying Downloaded PeopleSoft Release Patchset to PeopleSoft Update Image

Upgrade to New Application Release

Select to upgrade your target database to a new application release.

See Upgrading Application

Apply a Patch to Your Current PeopleTools Release

Select to apply a PeopleTools patch change package.

See Using Change Assistant to Apply PeopleTools Patch

Upgrade to a New Release of PeopleTools

Select to apply a new release of PeopleTools change package.

See Using Change Assistant to Upgrade PeopleTools

Export/Import Change Assistant Settings

Select to export or import Change Assistant Settings.

See Exporting and Importing Change Assistant Settings

From this page, you also have the ability to go directly to other pages by selecting the radio button on the left:

Field or Control Description

Welcome Page

Select to go to the Welcome page.

Select Action

Select to go to the Select Actions page.

General

Select to go to the General Options page.

PUM Source

Select to go to the PUM Source Options page.

EM Hub Options

Select to go to the EM Hub Options page.

Additional

Select to go to the Additional Options page.

Select Task

This radio button is selected by default to lead you through the wizard for the option selected on the right.