Understanding PeopleTools Upgrade

PeopleTools upgrades involve two major components:

  • New PeopleTools release.

  • Change Package containing databases changes for the new PeopleTools Release.

The PeopleTools 8.5x Upgrade Homepage on My Oracle Support provides links to the information and resources for your PeopleTools upgrade.

Your documentation and template files are delivered differently depending on which of the following installation methods you are using:

  • PeopleTools DPK

    The PeopleTools DPKs also contain the upgrade documentation, upgrade template, and files.

  • Software downloaded from the Oracle Software Delivery Cloud (OSDC)

    Download the Change Package from the upgrade home page to get your template and HTML documentation.

Upgrading Oracle's PeopleSoft PeopleTools software requires planning, resources, testing, and training. The PeopleSoft PeopleTools upgrade documentation provides information to help you get started planning for your upgrade and installing the new release.

Important:

The PeopleSoft PeopleTools upgrade documentation provides all of the steps necessary to prepare for and upgrade PeopleTools.

The PeopleSoft PeopleTools Upgrade involves the following steps:

  1. Installing the New Release

    Refer to PeopleSoft PeopleTools Deployment Packages Installation.

  2. Applying a PeopleTools Patch

    If you installed the new release using OSDC, you will need to download the latest PeopleTools patch from My Oracle Support.

    See Using Change Assistant to Apply PeopleTools Patch

  3. Installing PeopleSoft Change Assistant

    See Installing Change Assistant from PeopleTools Client DPK

    Note:

    If Change Assistant was installed on a previous release, you will be prompted to remove the existing Change Assistant. For some release/patch levels, the installation may perform an update and all your configurations settings can be retained.

  4. Applying the PeopleTools Upgrade Change Package

    1. Downloading the PeopleTools Upgrade Change Package

      Note:

      If you used DPK to deploy PeopleSoft PeopleTools, you do not need to perform this step.

    2. Setting Up Change Assistant

      See Configuring Change Assistant for PeopleTools Upgrade and Configuring Change Assistant for Update Manager – Upgrade to a New Release of PeopleTools

    3. Upgrading PeopleTools

      See Upgrading to a New Release of PeopleTools

    4. Reviewing Upgrade Step Properties