Installing the New Release

To upgrade, you must first install the new release. As of PeopleTools 8.56, a full PeopleTools codeline is installed when installing a PeopleTools patch, so you can directly install the PeopleTools patch. You no longer need to overlay the patch files over the base release.

To install the new release:

  1. Download the PeopleSoft PeopleTools Deployment Packages installation guide for your new release.

    See the PeopleSoft PeopleTools Patches Home Page (Article ID KA614). Download the PeopleSoft PeopleTools Deployment Package Installation guide for your new release.

  2. Review the PeopleSoft PeopleTools Required at Upgrade patch from Patches & Updates on My Oracle Support.

    As part of the PeopleSoft PeopleTools upgrade, you will incorporate the application of a PeopleSoft PeopleTools patch into the upgrade process. Apply the patch for the new PeopleSoft PeopleTools release that you are installing; do not apply a patch for a different PeopleSoft PeopleTools release.

To find the latest PeopleTools Patch, go to My Oracle Support, Patches & Updates, and search for available patches for the new PeopleSoft PeopleTools release. Review the documentation delivered with the patch to fully understand the fixes.

To install and apply the latest patched PeopleSoft PeopleTools release:

  1. Go to My Oracle Support and select the Patches & Updates tab.

  2. Click the Product or Family (Advanced) link.

  3. Select the Include all products in a family check box.

  4. Select the following search criteria:

    • For Product, select PeopleSoft Enterprise PT PeopleTools.

    • For Release, select your new PeopleTools release.

  5. Click Search.

  6. Select the update ID for the PeopleSoft PeopleTools patch that you want to apply.

    Note:

    Rather than taking the minimum patch level suggested on the product upgrade page, take the latest PeopleSoft PeopleTools patch so that you are completely up-to-date with all PeopleSoft PeopleTools updates.

  7. Before applying the PeopleTools patch, review the documentation included with the patch.

  8. Download and install the PeopleSoft PeopleTools patch into a new PS_HOME.

    You will be installing a separate PS_HOME for the purpose of the upgrade.

Note:

If the patch includes database changes, you will apply the database changes later in the upgrade; do not apply the database changes at this point in time.

Note:

Do not install into an existing PS_HOME or PS_CFG_HOME.