Setting Up Change Assistant

To run an upgrade using PeopleSoft Change Assistant, configure PeopleSoft Change Assistant and apply the PeopleTools upgrade Change Package to create a job for your upgrade.

To set up PeopleSoft Change Assistant and apply the Change Package:

1. Launch PeopleSoft Change Assistant.

2. Configure PeopleSoft Change Assistant Action:

   1. Select Update Manager and click Next.

   2. On the General Options page, fill in the required information and click Next.

   3. On the PUM Source Options page, skip filling out this screen and click Next.

   4. On the EM Hub Options page, skip filling out this screen and click Next.

   5. On the Additional Options page, optionally fill out any additional information and click Next.

   6. On the Select Task page, select Upgrade to a New Release of PeopleTools and click Finish.

   7. On the Change Package Settings page, fill in the required information and click Next.

   8. On the Select Target Database page, select or create a Target Database and click Next.

   9. On the Select PeopleTools Upgrade page, select the correct package and patch and click Next.

   10. On the Check Compatibility page, click Next.

   11. On the Apply Summary page, review the displayed information and click Finish.

See the product documentation for PeopleTools: Change Assistant and Update Manager for your new release.