Change Assistance

Getting ready:

a. Install Change Assistant

b. Download items from MyOracle Support's Tools Only Upgrade homepage
Tools Only Upgrade template
and
Html documentation

Configuring Change Assistant for the Tools Only Upgrade:

a. Open Change Assistant

b. Tools / options / set Mode to Perform PeopleTools Only Upgrade; click OK.

c. File / import template.

d. Create the environment: File / new environment
Unicode: check checkbox if Unicode
Products: for Tools Only Upgrade, select PeopleTools.
Language: select languages installed to the environment being upgraded.
Database type: use pull down to select
Sql query tool: enter entire directory name
New release Ps_Home. Click Next.

e. Target database information:
Database name
Userid / userid's password
Accessid / accessid's password
If ungreyed, enter database server name and ownerid

f. Test connection
(Optional, but a good idea)

g. Save environment.

h. Create Upgrade Job:
File / New job / Use template
Select template previously imported
Select environment previously configured
Type of Upgrade: initial

i. Attach html documentation to the Upgrade job:
Edit / highlight the job name
Set documentation directory
Select html previously downloaded
File / save Job.