PeopleSoft Lifecycle Management/Update Manager Accelerated Rel 8.54

Course Details
Tuition (USD):
$5,580.00 • Classroom (5 days)
$4,624.69 • Classroom (5 days)

This Lifecycle Management and PeopleSoft Update Manager Accelerated Rel 8.54 course will teach you to manage customizations, apply updates across PeopleTools releases (application 9.2 on PeopleTools 8.53, PUM Source on PeopleTools 8.54) and upgrade a PeopleSoft application. You'll use the necessary tools to accomplish these tasks, including Application Designer's upgrade features, Data Mover, Data Migration Workbench, and Change Assistant.

Learn To:

  • Perform an upgrade.
  • Manage customizations.
  • Customize the PeopleSoft system and migrate the customizations to other databases.
  • Create Change Packages.
  • Compare and analyze definitions between databases.
  • Understand the methodology for applying update maintenance to your PeopleSoft 9.2 and above applications.
  • Install the Oracle VirtualBox and apply the updates to all your PeopleSoft environments.
  • Configure the Windows Client running Change Assistant.
  • Define a new Change Package.
  • Use PeopleSoft Update Manager PIA application.
  • Apply Change Package.
  • Download and apply a PeopleSoft Release Patchset.
  • Upgrade PeopleTools.
  • Apply PeopleTools patch.

Benefits to You

Leverage the full set of PeopleSoft lifecycle support applications and utilities to help reduce the cost of ownership of your PeopleSoft applications by simplifying the processes of upgrading and maintaining your PeopleSoft databases.

PeopleSoft Update Manager is the update methodology and mechanism you will use to apply updates to your PeopleSoft applications. This course steps you through the entire process to get you up and running quickly.

PeopleSoft Image

You'll also learn to download, import and start the PeopleSoft Image for your PeopleSoft product.

PeopleSoft Update Manager

You’ll learn how to perform all of the tasks necessary to set up and use this methodology.

Change Assistant

You'll also learn how to use Change Assistant for Update Manager, including defining and applying the generated custom change package.

PeopleSoft Update Manager PIA Application

You'll also learn how search and select updates using PeopleSoft Update Manager PIA Application.

Skills Gained

  • Describe data management tools
  • Migrate customizations between PeopleSoft databases using projects
  • Compare and analyze definitions.
  • Migrate data using Data Mover and Data Migration Workbench
  • Create and apply change packages in Change Assistant.
  • Perform an Upgrade
  • Start the PeopleSoft VirtualBox Appliance
  • Define a new change package
  • Use PeopleSoft Update Manager PIA application
  • Download and import PeopleSoft VirtualBox Images
  • Download and apply a PeopleSoft Release Patchset
  • Upgrade PeopleTools
  • Apply PeopleTools patch

Who Can Benefit

  • Application Developers
  • Database Administrators
  • System Administrator
  • Technical Administrator
  • Technical Consultant


  • Working knowledge of PeopleSoft Architecture
  • Understanding of the data structures of PeopleSoft applications

Course Details

Examining PeopleSoft Databases

  • Describing PeopleSoft System Components
  • Describing Structure Versus Content
  • Tracking Definition Changes
  • Describing Customizations
  • Defining Upgrade Terminology
  • Identifying a Database

Building and Altering Tables

  • Identifying PeopleTools Tables That Affect the System Catalog
  • Configuring Data Definition Language (DDL) Parameters
  • Using Build Process
  • Altering Tables, Creating Views and Indexes
  • Running Database Integrity Reports

Identifying PeopleTools Tables

  • Examining PeopleTools Tables
  • Securing PeopleTools Tables
  • Running SYSAUDIT Reports

Using Projects to Migrate Customizations

  • Describing the Migration Process
  • Creating Upgrade Projects
  • Copying Projects to Databases
  • Validating and Reusing Projects
  • Adjusting Definitions
  • Merging Projects
  • Copying Projects To and From Files

Using the Compare and Report Process

  • Describing the Compare Process
  • Running Compare and Report
  • Setting Upgrade Options

Viewing and Analyzing Compare Reports

  • Viewing and Analyzing Compare Reports
  • Entering Overrides in Upgrade Projects
  • Comparing and Merging Text Definitions and Files
  • Running PeopleCode Diff/Merge
  • Comparing and Merging Pages

Moving Data with Data Mover

  • Listing Data Mover Commands and Syntax
  • Exporting and Improting Data
  • Using Additional Set Commands
  • Encrypting Passwords with Data Mover
  • Comparing and Merging Pages
  • Renaming Records and Fields
  • Running Data Mover in Command Line Mode

Using Data Migration Workbench

  • Defining Data Migration Project
  • Implementing Data Set Security
  • Setting Upgrade Permissions
  • Using Data Set Designer
  • Defining Data Migration Project
  • Copying and Comparing Projects
  • Using Approval Framework with DMW

Creating a Change Package

  • Describing Change Packager
  • Creating a Change Project
  • Creating File Reference Definitions
  • Creating a Change Package in Application Designer
  • Updating a Change Assistant Template
  • Finalizing and Testing a Change Package

Configuring Change Assistant for Updates

  • Describing Applying Change Packages
  • Preparing the Environment
  • Setting Up the Environment Management Framework
  • Using the Environment Management Viewer
  • Setting Change Assistant Options

Applying Change Packages

  • Applying a Change Package
  • Correcting Errors in Change Assistant Job
  • Reviewing Change Assistant Logs
  • Describing Update Deployment
  • Reapplying Customizations
  • Migrating a Change Package

Planning Your PeopleSoft Application Upgrade

  • Describing PeopleSoft Upgrade Types
  • Describing Application Upgrade Process
  • Gathering Upgrade Documentation and Required Files
  • Identifying Upgrade Planning Tasks
  • Describing the Software Install
  • Configuring Change Assistant for Upgrades
  • Examining Step Properties
  • Creating an Environment and an Upgrade Job

Preparing the Database

  • Planning and Preparing for Upgrade
  • Comparing Customizations
  • Describing a Database Compare
  • Identifying Customizations
  • Preparing the Copy of Production Database
  • Preparing for the Application Upgrade

Applying PeopleTools Changes and Running Compare Reports

  • Describing PeopleTools Changes
  • Explaining the Steps in a PeopleTools Upgrade
  • Preparing for Application Changes
  • Running and Reviewing New Release Compare Reports
  • Reviewing the Non Compare Projects

Applying Application Changes

  • Customizing the New Release
  • Running New Release Upgrade Copy
  • Preparing for Data Conversion Analysis
  • Modifying Database Structures
  • Running Data Conversion Programs
  • Finalizing the Database Structures
  • Loading Data to Complete the System Setup

Completing Database Changes and Moving to Production

  • Reapplying Customizations
  • Setting Up Security
  • Stamping the Database
  • Testing the Database
  • Testing the Move to Production
  • Developing a Test Plan
  • Preserving Queries, Trees and Tree Structure
  • Moving the System into Production

Moving to Production

  • Downloading PeopleSoft Virtualbox Image
  • Downloading the PeopleSoft Image
  • Importing the PeopleSoft Virtualbox Appliance
  • Starting the Virtualbox Appliance
  • Using the PeopleSoft Installation

Configuring the Windows Client Running

  • Describing the Windows Client Setup
  • Installing the Database Client
  • Installing PeopleTools Client
  • Configuring and Starting Environment Management Agent
  • Installing Change Assistant

Configuring Change Assistant for Updates and Using PeopleSoft Update Manager PIA

  • Defining Change Assistant Settings
  • Defining Databases
  • Uploading Target Database Information
  • Defining a New Change Package
  • Defining Custom Change Packages
  • Using Scope Options
  • Completing the Change Package Definition
  • Reviewing Change Packages

Apply Change Package

  • Packaging Updates
  • Applying Change Package
  • Using Change Assistant Interface
  • Describing Change Assistant Update Chapters
  • Moving to Production

Downloading and Applying a PeopleSoft Release Patchset

  • Discovering and Downloading the PRP
  • Applying the PRP to the PeopleSoft Image
  • Applying the PRP to the Target Database

Upgrading peopleTools and Applying peopleTools Patches

  • Installing New PeopleTools Release
  • Downloading the Change Package for the New PeopleTools Release
  • Configuring Change Assistant for PeopleTools Upgrade
  • Applying the PeopleTools Upgrade Change Package
  • Creating and Applying Object Delta Change Package
  • Discovering and Downloading PeopleTools Patch
  • Installing the Patch
  • Configuring Change Assistant for Applying a PeopleTools Patch and Applying the Patch
Course Details
Tuition (USD):
$5,580.00 • Classroom (5 days)
$4,624.69 • Classroom (5 days)