PeopleSoft Application Update Installation Instructions

PeopleSoft Application Update Installation
Instructions
This document discusses how to apply the update contents to your PeopleSoft application environment. The
objects delivered in this resolution update may include changes to batch files, data changes, database code
revisions and objects, record structures, or PeopleCode.
These instructions are intended for the expert technical user who is responsible for applying application changes
to your PeopleSoft system. This user should have a basic understanding of PeopleSoft systems and have
completed the PeopleSoft Upgrade and Data Management training course. Familiarity with PeopleSoft Upgrade
Assistant, PeopleSoft Data Mover, PeopleSoft Application Designer, COBOL compilers, and structure query
language (SQL) tools may also be necessary.
For the latest information on updates and fixes for PeopleSoft applications, see Customer Connection,
PeopleSoft’s online information resource. Access Customer Connection through PeopleSoft’s website at
www.peoplesoft.com.
Important! We recommend that you follow the instructions in the PeopleSoft Application Update Installation
Guide when you apply an application update project to your database. Failure to do so could corrupt your
database and cause you to lose customizations that you have made to your database.
General Information on Installing Application Updates
PeopleSoft application updates may contain database object revisions, data changes, database code revisions,
and batch file updates.
Code objects include database objects, scripts, DAT files, COBOL programs, and so on. Code objects are
generally delivered in a single archive. The folder structure of the objects contained in the archive will match that
of the folder structure on your PeopleSoft CD.
Application Update Installation Instructions
Non-code objects include installation instructions or additional supporting documents for this update. Non-code
objects are generally delivered in a single archive, but may be delivered in separate archives if necessary.
We recommend that you first install this update to your “vanilla” database (for example, xxDMO) and thoroughly
test it before you apply it to your production databases.
We recommend that you run the Upgrade Comparison report against your DMO, test production copy, and
production databases to identify any changes delivered in this application update that may impact any
customizations that you have made to your databases.
Installing an Update for Applications Using PeopleTools 8.0x and Earlier
To install an application update for applications using PeopleTools 8.0x and earlier, open PeopleSoft Data Mover
and run the script (DMS) to import the project (DAT) file into an empty, stand-alone application update database.
Log on to the application update database using PeopleSoft Application Designer and copy the project into your
target database. Apply other object changes directly into your target database using PeopleSoft Data Mover
Installing an Update for Applications Using PeopleTools 8.1x and Beyond
To install an application update for applications using PeopleTools 8.1x and beyond, log on to your target
database and open PeopleSoft Application Designer. Import the database objects using the Copy Project from
Files command. Apply other object changes directly into your target database using PeopleSoft Data Mover.
Applying This Update
Update ID:
UPD669613
Subject:
SA 8SP1 Delta for Bugs after applying HRMS 8 SP1 Bundles 10-13 (Name changes not
getting updated)
Description:
Student Administration Certification for Update ID 663001 that corresponds with HRMS
8 SP1 Report ID: 1483097000.
Note. Steps with N/A (not applicable) indicate that the step is not required for this update installation.
To Apply this Update
1. Organize and understand your update content.
Print all implementation instructions and other update documentation.
2. Clean your target database.
Run audit reports to ensure that your target database is clean.
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Application Update Installation Instructions
3. Detach the appropriate release archive file and save it to a default local update directory.
By default, this step creates a folder in the C:\TEMP directory for the update files. You can override this default
directory if your operating system does not use a C:\TEMP directory.
Default local update directory for this update:
C:\TEMP\UPD669613
Archive files included in this update:
UPD669613.exe
UPD669613_INSTALL.exe
4. (Optional) Create a custom update directory.
Complete this step if you must apply customizations to the objects in this update prior to applying the update to
your production environment. Instead of overwriting the original update directory, we recommend that you save
the default directory as a new directory using a suffix added to the local directory folder. This enables you to
separate and manage these objects apart from those delivered in the vanilla update.
5. Update source or batch files in your <PS_HOME> directory.
To view a detailed list of modified objects included in this update, see the Application Object list section of the
update resolution on Customer Connection or the modified objects list included in the installation documentation
for this update.
SQR
Replace or add structured query reports (SQRs) into <PS_HOME>\SQR.
N/A
COBOL (and COBOL DMS)
Replace or add COBOL into <PS_HOME>\SRC\CBL\BASE.
N/A
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Application Update Installation Instructions
Using your preferred compiler, perform a compile against the following.
N/A
Compile additional COBOL programs due to CopyBook changes.
N/A
Move your compiled COBOL programs to <PS_HOME>\CBLBIN.
Crystal
Replace or add Crystal update into <PS_HOME>\CRW.
N/A
nVision
Replace or add nVision update into <PS_HOME>\NVISION.
N/A
Data Files
Replace or add data files into <PS_HOME>\DATA.
N/A
Script Files
Replace or add script files into <PS_HOME>\SCRIPTS.
N/A
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Application Update Installation Instructions
Installed EXE or DLL
Replace or add the following installed EXEs or DLLs to the specified locations.
N/A
Other
Replace or add the following updates to the specified locations.
N/A
6. Perform any pre-update data conversion tasks.
Unless the instructions indicate otherwise, run scripts against your target database. Most update scripts have
been created to run from a C:\TEMP directory. You may need to modify the script if you do not use a C:\TEMP
directory, or your Data Mover control settings default to a different directory.
Run the following script against your target database using PeopleSoft Data Mover:
N/A
Run the following script or direct SQL statements against your target database using your SQL tool:
N/A
Perform the following manual tasks in PeopleSoft Application Designer in your target database:
N/A
7. Apply the database project to your target database.
For databases using PeopleTools 8.0x and earlier:
Use an application upgrade database to load the database project using the import script.
[Local Directory]\N/A
[Local Directory]\
For databases using PeopleTools 8.1x and beyond:
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Application Update Installation Instructions
Use the Copy Project from Files function in PeopleSoft Application Designer to load the project into your test
database.
Specify the import directory path (example: C:\TEMP) that contains your update project.
[Local Directory]\UPD669613 \PRJ669613
[Project]: PRJ669613
8. (Optional) Back up your target database.
This step enables you to return to this point in the update if any problems or issues arise while you are applying
this update.
9. Build the database objects.
For detailed information on various build actions for each object modified in this update, see the Implementation
section of the update resolution on Customer Connection or the modified objects list included in the
documentation for this update.
Note. If this update includes a Resolution_669613.XLS worksheet that includes a list of the records included in
this update along with the appropriate actions for each. Note that if there is no X in the update action column for a
record, then no build action is required for that record.
Drop the following tables:
N/A
Create tables as listed:
N/A
Recreate tables as listed:
N/A
Alter tables without deletes as listed (and run the related conversion script if listed):
N/A
Alter tables with delete as listed:
N/A
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Application Update Installation Instructions
Create indexes as listed:
N/A
Create views as listed:
N/A
Create Custom Indexes as listed:
N/A
10. Perform any security updates.
Update the security permission list to grant full access for the following new objects:
N/A
11. Install additional database changes using PeopleSoft Data Mover.
Unless the instructions indicate otherwise, run scripts against your target database. Most update scripts have
been created to run from a C:\TEMP directory. You may need to modify the script if you do not use a C:\TEMP
directory, or your Data Mover control settings default to a different directory.
Stored Statements
Run the script to modify the steps within stored statements (for non-managed files).
N/A
Mass Change
Run the script to modify the steps within Mass Change statements.
N/A
PeopleSoft Application Engine (PeopleTools 7.x)
Run the script to update the steps within PeopleSoft Application Engine statements. Adjust the PeopleSoft
Application Engine statements after you apply this update.
N/A
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Application Update Installation Instructions
Message Catalog (PeopleTools 7.0x or 8.1x or beyond)
Run the script to modify the Message Catalog contents.
N/A
Strings Table
Run the script to update the Strings Table definitions.
N/A
Access Groups (PeopleTools 8.1x or beyond)
Run the script to update the access groups.
N/A
Cube Definitions (PeopleTools 8.1x or beyond)
Run the script to update the cube definitions.
N/A
Cube Instances (PeopleTools 8.1x or beyond)
Run the script to update the cube instances.
N/A
Dimensions (PeopleTools 8.1x or beyond)
Run the script to update the dimensions.
N/A
Roles (PeopleTools 8.1x or beyond)
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Application Update Installation Instructions
Run the script to update the roles.
N/A
Special to HRMS/Global Payroll product:
Global Payroll Rule Package
Import, Compare and Upgrade rule package N/A
Global Payroll Non-Rule Package
Import, Compare and Upgrade non-rule package N/A
For more information on how to import a rule or non-rule package, please refer to the PeopleSoft Application
Update Installation Guide.
12. Perform any post-update conversion tasks.
After the update has been applied, perform the following activities:
Run SQRW
N/A
SQL data loads
For SQL Server or Sybase platform run one of the following DMS scripts:
N/A
For all other platforms(Oracle, DB2,..), run the following script:
N/A
System data load
N/A
13. Perform the following additional update activities.
N/A
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Application Update Installation Instructions
14. Perform any post-update database cleanup tasks
Run audit reports to ensure that your database is clean. This will complete the installation of the PeopleSoft
application update to your xxDMO system.
Important! Be sure to test the update in your xxDMO environment before installing the revisions in your
production environment. "EXECUTED-BY-SD-ASSISTANT-FOR-RSLT-663001"
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