« Installing PeopleSoft 7.5 Single User edition on Windows 2000
Improving the System Performance by Enabling Server Cache »

A Dozen steps for a Smooth PeopleTools Upgrade

These are the 12 basic successful steps I followed for all my PeopleTools upgrades. I thought it may be useful for some body.

Overview

Peopletools upgrade involves upgrading your existing PeopleTools to a latest version of PeopleTools.

Procedure

  1. Backup your existing File Servers and configurations.
    Take a backup of existing file servers; take a backup of all your configuration files by going to the following locations.
    Application Server — $PS_HOME/appserv//psappsrv.cfg
    Process Scheduler — $PS_HOME/appserv/prcs//psprcs.cfg
    Webserver — $PS_HOME/webserv/peoplesoft/applications//PORTAL/WEB-INF/psftdocs//configuration.properties
  2. Install Latest 3rd Party Tools
    Install the latest 3rd party tools patches
  3. Install Latest PeopleTools CD.
    Install latest PeopleTools on to existing PeopleSoft home. You need to do this to all your existing file servers.
  4. Install Latest Patch required at Upgrade.
    Go to the customer connection and see if you can download a latest patch to the target PeopleTools release and apply that patch.
  5. Re-Configure Servers
    Take a printout of your old configurations and keep it handy to re-configure your servers. Configure your Application, Batch and Web Servers for all sites. It is always a good practice to re-configure the server by going to PSADMIN instead of simply copying the old configuration.
  6. Install Upgrade Assistant.
    Install the upgrade assistant. For more information on how to install and configure upgrade assistant refer to PeopleBooks.
  7. Prepare the database
    Prepare your database according to the steps provided in upgrade documentation. This varies from platform to platform.
  8. Follow the Upgrade Assistant job.
    Follow the instructions according to Upgrade Assistant Job steps for your platform.
  9. Update the database with the patch information
    While Upgrading be cautious and don’t forget to Update Database with patch information, Copy the Patch Project and running additional scripts required for Patch.
  10. Review Projects.
    Review the Projects being copied to make sure they are copied or not by going to Application Designer and click the upgrade tab and see whether the Done Flag is checked or not.
  11. Run and review the audit reports.
    Review the final audit reports and Fix them.
  12. Recompile COBOL.
    Some upgrades may require you to recompile COBOL.

This entry was posted on Tuesday, August 22nd, 2006 at 10:16 pm and is filed under Upgrade. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

Leave a Reply

You must be logged in to post a comment.