Enterprise HRMS 8.3x to 8.9 Upgrade,
Including Maintenance Pack 1




August 2006
Enterprise HRMS 8.3x to 8.9 Upgrade, Including Maintenance Pack 1
SKU app848reposts_082906_uhrms83x_89
Copyright © 2006, O...
Copyright © 1998-2005 The OpenSSL Project. All rights reserved.
This product includes software developed by the OpenSSL Pr...
Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated
documentation...
Contents


Preface
About This Documentation......................................................................... ........
Contents



   Review the Initial Audits.....................................................................................
Contents



   Copy Time and Labor Temp Table List.................................................................... . ....
Contents



   Create Tablespaces for Informix........................................................................... ...
Contents



    Export and Copy PPLTLS84CURDEL Project........................................................... . . . . ...
Contents



    Load Conversion Data.. ......................................................................................
Contents



   Running Long to LOB Script 4............................................................................. ....
Contents



   Run the RNHCUPH02IFX Script...................................................................................
Contents



   Create Temporary Tables.......................................................................................
Contents



Applying Updates Before Data Conversion.. ............................................................... .......
Contents



   Understanding Loading Stored Statements.......................................................................
Contents



Configuring the Upgrade Environment...................................................................... .......
Contents



Adding New GP Country Extensions........................................................................ ........
Contents



Testing Once More................................................................................................
Contents



Appendix D
Changes to Batch Programs....................................................................... .....
Contents



Appendix I
HRMS Upgrade Notes................................................................................ ...
Contents



   Oracle........................................................................................................
Contents



       Performing Testing on Up to Date Data.....................................................................
Contents



   PeopleSoft 8.9 Diagrams.......................................................................................
Contents



       Understanding Registry Folder Permissions Updates....... .................................................
About This Documentation

This preface discusses:
  • Understanding This Documentation
  • Prerequisites
  • Audience
  • ...
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  1. 1. Enterprise HRMS 8.3x to 8.9 Upgrade, Including Maintenance Pack 1 August 2006
  2. 2. Enterprise HRMS 8.3x to 8.9 Upgrade, Including Maintenance Pack 1 SKU app848reposts_082906_uhrms83x_89 Copyright © 2006, Oracle. All rights reserved. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are “commercial computer software” or “commercial technical data” pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee’s responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. Open Source Disclosure Oracle takes no responsibility for its use or distribution of any open source or shareware software or documentation and disclaims any and all liability or damages resulting from use of said software or documentation. The following open source software may be used in Oracle’s PeopleSoft products and the following disclaimers are provided. Apache Software Foundation This product includes software developed by the Apache Software Foundation (http://www.apache.org/). Copyright © 2000-2003. The Apache Software Foundation. All rights reserved. Licensed under the Apache License, Version 2.0 (the “License”); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0. Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an “AS IS” BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. OpenSSL
  3. 3. Copyright © 1998-2005 The OpenSSL Project. All rights reserved. This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit (http://www.openssl.org/). THIS SOFTWARE IS PROVIDED BY THE OpenSSL PROJECT “AS IS” AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE OpenSSL PROJECT OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. Loki Library Copyright © 2001 by Andrei Alexandrescu. This code accompanies the book: Alexandrescu, Andrei. “Modern C++ Design: Generic Programming and Design Patterns Applied”. Copyright © 2001 Addison-Wesley. Permission to use, copy, modify, distribute and sell this software for any purpose is hereby granted without fee, provided that the above copyright notice appear in all copies and that both that copyright notice and this permission notice appear in supporting documentation. Helma Project Copyright © 1999-2004 Helma Project. All rights reserved. THIS SOFTWARE IS PROVIDED “AS IS” AND ANY EXPRESSED OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE HELMA PROJECT OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. Helma includes third party software released under different specific license terms. See the licenses directory in the Helma distribution for a list of these license. Sarissa Copyright © 2004 Manos Batsis. This library is free software; you can redistribute it and/or modify it under the terms of the GNU Lesser General Public License as published by the Free Software Foundation; either version 2.1 of the License, or (at your option) any later version. This library is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU Lesser General Public License for more details. You should have received a copy of the GNU Lesser General Public License along with this library; if not, write to the Free Software Foundation, Inc., 59 Temple Place, Suite 330, Boston, MA 02111-1307 USA. ICU ICU License - ICU 1.8.1 and later COPYRIGHT AND PERMISSION NOTICE Copyright © 1995-2003 International Business Machines Corporation and others. All rights reserved.
  4. 4. Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, provided that the above copyright notice(s) and this permission notice appear in all copies of the Software and that both the above copyright notice(s) and this permission notice appear in supporting documentation. THE SOFTWARE IS PROVIDED “AS IS,” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FOR ANY CLAIM, OR ANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE. Except as contained in this notice, the name of a copyright holder shall not be used in advertising or otherwise to promote the sale, use or other dealings in this Software without prior written authorization of the copyright holder. All trademarks and registered trademarks mentioned herein are the property of their respective owners. Sun’s JAXB Implementation – JDSDK 1.5 relaxngDatatype.jar 1.0 License Copyright © 2001, Thai Open Source Software Center Ltd, Sun Microsystems. All rights reserved. THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS “AS IS” AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE REGENTS OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. W3C IPR SOFTWARE NOTICE Copyright © 2000 World Wide Web Consortium, (Massachusetts Institute of Technology, Institut National de Recherche en Informatique et en Automatique, Keio University). All Rights Reserved. Note: The original version of the W3C Software Copyright Notice and License could be found at http://www.w3.org/Consortium/Legal/copyright-software-19980720. THIS SOFTWARE AND DOCUMENTATION IS PROVIDED “AS IS,” AND COPYRIGHT HOLDERS MAKE NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE OR THAT THE USE OF THE SOFTWARE OR DOCUMENTATION WILL NOT INFRINGE ANY THIRD PARTY PATENTS, COPYRIGHTS, TRADEMARKS OR OTHER RIGHTS. COPYRIGHT HOLDERS WILL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF ANY USE OF THE SOFTWARE OR DOCUMENTATION.
  5. 5. Contents Preface About This Documentation......................................................................... .......xxv Understanding This Documentation......................................................................... . . . . . . .xxv Prerequisites.................................................................................................... . . . . . . .xxv Audience......................................................................................................... . . . . . . .xxv Organization..................................................................................................... . . . . . .xxvi Related Information............................................................................................ . . . . . .xxvi Chapter 1 Prepare Your Database.............................................................................. ..........1 Understanding Database Preparation.. ..................................................................... ..........1 Understanding Your Upgrade................................................................................. ..........2 Understanding PeopleSoft Upgrades... ...........................................................................2 Verify the Software Installation......................................................................................2 Define Upgrade Databases.........................................................................................2 Review Upgrade Notes and Tips...................................................................................3 Copying Your Production Database ......................................................................... ..........4 Make a Copy of Your Production Database.......................................................................4 Increase Database Space...........................................................................................5 Applying Upgrade Planning Files............................................................................. ..........5 Understanding Applying Upgrade Planning Files................................................................6 Apply the UPGOPT Project.........................................................................................6 Build the UPGOPT Project..........................................................................................6 Set Up Security for Upgrade Planning.............................................................................7 Load Planning Messages and Strings.............................................................................8 Load Time and Labor Messages...................................................................................8 Verifying Global Payroll........................................................................................ ..........8 Verifying Federal................................................................................................ ..........9 Updating Statistics.............................................................................................. ..........9 Running Initial Audit Reports.................................................................................. ..........9 Understanding Running Initial Audit Reports............................................................ . . . . . . .10 Run the Initial DDDAUDIT Report......................................................................... . . . . . . .10 Run the Initial SYSAUDIT Report......................................................................... . . . . . . .10 Run the Initial Alter Audit................................................................................... . . . . . . .11 Copyright © 2006, Oracle. All rights reserved. v
  6. 6. Contents Review the Initial Audits.................................................................................... . . . . . . .14 Running Application Audits.................................................................................... . . . . . . . .15 Run Upgrade Reports....................................................................................... . . . . . . .15 Run Person Relationship Audit Report................................................................... . . . . . . .17 Run Jobcode Table Reports................................................................................ . . . . . . .19 Run Personal Data Changes Report...................................................................... . . . . . . .20 Refresh Personal Data Snapshot Table.................................................................. . . . . . . .22 Run Dynamic ChartFields Audits.......................................................................... . . . . . . .23 Preparing the Benefits Upgrade.............................................................................. . . . . . . . .24 Prepare Benefits Administration........................................................................... . . . . . . .24 Prepare COBRA Administration........................................................................... . . . . . . .25 Preparing for System Element Deletions.................................................................... . . . . . . . .25 Understanding System Element Deletions... ............................................................ . . . . . . .25 View Element Relationships................................................................................ . . . . . . .27 Find System Elements to Delete.......................................................................... . . . . . . .28 Verify System Elements for GP Japan.................................................................... . . . . . . .29 Review Reports and Interface Setup ..................................................................... . . . . . . .29 Update System PIN Number............................................................................... . . . . . . .30 Auditing Global Payroll Settings.............................................................................. . . . . . . . .30 Understanding Global Payroll Settings ................................................................... . . . . . . .30 Verify PIN Element Numbers............................................................................... . . . . . . .31 Making Functional Decisions................................................................................. . . . . . . . .31 Understanding Making Functional Decisions............................................................ . . . . . . .31 Assign Upgrade Default Values............................................................................ . . . . . . .31 Exporting the Training Defaults............................................................................ . . . . . . .37 Importing the Training Defaults............................................................................ . . . . . . .38 Prepare Workflow Transactions........................................................................... . . . . . . .39 Complete eCompensation Transactions.................................................................. . . . . . . .39 Complete eDevelopment Transactions................................................................... . . . . . . .40 Identifying Customizations.................................................................................... . . . . . . . .40 Reporting Row Count for Tables.............................................................................. . . . . . . . .42 Preparing Your Database ..................................................................................... . . . . . . . .43 Understanding Database Preparation.................................................................... . . . . . . .43 Verify Database Integrity.................................................................................... . . . . . . .43 Clean the PSOBJCHNG Table............................................................................. . . . . . . .43 Shrink Images................................................................................................ . . . . . . .44 Purge Message Queues.................................................................................... . . . . . . .44 Preparing for the Application Upgrade....................................................................... . . . . . . . .45 Edit the Upgrade Planning DB2 Scripts.................................................................. . . . . . . .45 Create a Copy of RecField Definitions.................................................................... . . . . . . .46 vi Copyright © 2006, Oracle. All rights reserved.
  7. 7. Contents Copy Time and Labor Temp Table List.................................................................... . . . . . . .46 Rename Directory Interface Tables....................................................................... . . . . . . .46 Verify Writable Array Records.............................................................................. . . . . . . .47 Drop Indexes................................................................................................. . . . . . . .48 Edit the System Data Swap Script........................................................................ . . . . . . .48 Backing Up After Prepare Your Database................................................................... . . . . . . . .48 Chapter 2 Apply PeopleTools Changes....................................................................... . . . . . . . .51 Understanding PeopleTools Changes........ ............................................................... . . . . . . . .52 Verifying Upgrade User........................................................................................ . . . . . . . .52 Performing Script Modifications.............................................................................. . . . . . . . .53 Understanding Script Modifications....................................................................... . . . . . . .53 Copy the PTDDLUPG Script............................................................................... . . . . . . .54 Edit the PTDDLUPG Script................................................................................. . . . . . . .54 Run a DBTSFIX Report..................................................................................... . . . . . . .55 Edit the DBTSFIX Output Scripts.......................................................................... . . . . . . .55 Edit the GRANT Script...................................................................................... . . . . . . .56 Edit the RELGA Script...................................................................................... . . . . . . .56 Edit the PSLANG Script.................................................................................... . . . . . . .56 Edit the PSLANGUAGES Script........................................................................... . . . . . . .57 Edit the TLSUPGNONCOMP Script...................................................................... . . . . . . .57 Edit the PTxxxTLS Scripts.................................................................................. . . . . . . .57 Edit the DB2 Scripts......................................................................................... . . . . . . .58 Edit Move to Production Import Scripts................................................................... . . . . . . .59 Edit Move to Production Password........................................................................ . . . . . . .60 Edit the DDLDB2 Script..................................................................................... . . . . . . .60 Edit the DDLDBX Script.................................................................................... . . . . . . .60 Edit the DDLORA Script.................................................................................... . . . . . . .61 Edit the DDLIFX Script...................................................................................... . . . . . . .61 Edit the MSGTLSUPG Script.............................................................................. . . . . . . .61 Edit the Integration Broker Script.......................................................................... . . . . . . .61 Edit Multilingual Step Properties........................................................................... . . . . . . .62 Edit the Message Nodes Script............................................................................ . . . . . . .62 Edit Data Type Steps........................................................................................ . . . . . . .64 Updating PeopleTools System Tables ...................................................................... . . . . . . . .64 Understanding Updating PeopleTools System Tables.................................................. . . . . . . .65 Clean Up Message Data.................................................................................... . . . . . . .65 Create Tablespaces......................................................................................... . . . . . . .66 Copyright © 2006, Oracle. All rights reserved. vii
  8. 8. Contents Create Tablespaces for Informix........................................................................... . . . . . . .66 Update System Catalog Views............................................................................. . . . . . . .66 Update PeopleTools System Tables...................................................................... . . . . . . .67 Grant Privileges to the CONNECT ID..................................................................... . . . . . . .67 Run the RELGA Script...................................................................................... . . . . . . .67 Populate Languages for Login............................................................................. . . . . . . .68 Update the Product License Code........................................................................ . . . . . . .68 Update PeopleTools Patch Information................................................................... . . . . . . .69 Create Temporary Performance Indexes................................................................. . . . . . . .70 Export PeopleTools System Tables....................................................................... . . . . . . .70 Import PeopleTools System Tables........................................................................ . . . . . . .70 Reset Database Options Flag.............................................................................. . . . . . . .71 Rerun Update Statistics for DB2 zOS..................................................................... . . . . . . .71 Rerun RUNSTATS Report for DB2 UNIX NT............................................................ . . . . . . .71 Rerun Update Statistics for DB2 UNIX NT............................................................... . . . . . . .72 Rerun Update Statistics for Informix...................................................................... . . . . . . .72 Rerun Update Statistics for Oracle ....................................................................... . . . . . . .72 Turning Off Change Control .................................................................................. . . . . . . . .72 Loading Model Definition Data................................................................................ . . . . . . . .73 Understanding Model Definition Data Load Process................................................... . . . . . . .73 Load Model Definitions for DB2 zOS...................................................................... . . . . . . .73 Load Model Definitions for DB2 UNIX NT................................................................ . . . . . . .73 Load Model Definitions for Oracle......................................................................... . . . . . . .74 Load Model Definitions for Informix....................................................................... . . . . . . .74 Load Model Definitions for Microsoft...................................................................... . . . . . . .74 Load Model Definitions for Sybase........................................................................ . . . . . . .74 Loading Message Data........................................................................................ . . . . . . . .75 Renaming PeopleTools Records.. ........................................................................... . . . . . . . .75 Comparing PeopleTools Objects ............................................................................ . . . . . . . .75 Understanding Comparing PeopleTools Objects. ....................................................... . . . . . . .76 Compare Fields in the PPLTOOLS Project............................................................... . . . . . . .76 Review the Field Compare Report........................................................................ . . . . . . .77 Exporting and Copying Projects ............................................................................. . . . . . . . .78 Understanding Exporting and Copying Projects......................................................... . . . . . . .78 Export and Copy PTPORTALDEL Project................................................................ . . . . . . .78 Export and Copy PPLTOOLS Project..................................................................... . . . . . . .79 Export and Copy PPLDELETE Project................................................................... . . . . . . .79 Export and Copy PPLTLS84CUR Project................................................................ . . . . . . .80 Export and Copy PPLTLS84CURML Project............................................................ . . . . . . .80 Export and Copy PPLTLSML Project..................................................................... . . . . . . .81 viii Copyright © 2006, Oracle. All rights reserved.
  9. 9. Contents Export and Copy PPLTLS84CURDEL Project........................................................... . . . . . . .81 Export and Copy PATCH84X Project..................................................................... . . . . . . .82 Export and Copy PATCH84XML Project.................................................................. . . . . . . .82 Populating Tablespace Data.. ................................................................................ . . . . . . . .83 Create Application Tablespaces........................................................................... . . . . . . .83 Populate Tablespace Data................................................................................. . . . . . . .84 Update Tablespace Names................................................................................. . . . . . . .85 Building the PeopleTools Project............................................................................. . . . . . . . .85 Generate the PeopleTools Script.......................................................................... . . . . . . .85 Edit the PeopleTools Script................................................................................. . . . . . . .86 Run the PeopleTools Script................................................................................ . . . . . . .86 Building Updated PeopleTools Project....................................................................... . . . . . . . .87 Generate Updated PeopleTools Script.................................................................... . . . . . . .87 Edit the Updated PeopleTools Script...................................................................... . . . . . . .87 Run the Updated PeopleTools Script..................................................................... . . . . . . .88 Migrating Records to New Tablespaces..................................................................... . . . . . . . .88 Understanding Migration of Records to New Tablespaces............................................. . . . . . . .88 Export and Copy the PT84TBLSPC Project............................................................. . . . . . . .88 Build the Tablespace Alter Script.......................................................................... . . . . . . .89 Edit the Tablespace Alter Script........................................................................... . . . . . . .89 Run the Tablespace Alter Script........................................................................... . . . . . . .89 Loading Base Data............................................................................................. . . . . . . . .90 Loading Language Data....................................................................................... . . . . . . . .90 Populate Languages. ....................................................................................... . . . . . . .90 Load Language Data........................................................................................ . . . . . . .91 Loading PeopleTools Data... ................................................................................. . . . . . . . .91 Load NonComparable Objects............................................................................. . . . . . . .91 Load English Messages.. .................................................................................. . . . . . . .91 Load English String Data. .................................................................................. . . . . . . .92 Load Stored Statements Data............................................................................. . . . . . . .92 Creating PeopleTools Views... ............................................................................... . . . . . . . .92 Create PPLTOOLS Views.................................................................................. . . . . . . .92 Create Updated PeopleTools Views....................................................................... . . . . . . .93 Converting PeopleTools Objects ............................................................................. . . . . . . . .93 Expand Fields on Records................................................................................. . . . . . . .93 Alter Approval Rule Set Related Tables.................................................................. . . . . . . .94 Update Message Nodes.................................................................................... . . . . . . .94 Update Message Nodes for Informix...................................................................... . . . . . . .94 Convert Portal Objects...................................................................................... . . . . . . .95 Convert Query Prompt Headings.......................................................................... . . . . . . .96 Copyright © 2006, Oracle. All rights reserved. ix
  10. 10. Contents Load Conversion Data.. .................................................................................... . . . . . . .96 Report Conversion Details................................................................................. . . . . . . .97 Run Data Conversion....................................................................................... . . . . . . .97 Converting Integration Broker................................................................................. . . . . . . . .97 Understanding Converting Integration Broker........................................................... . . . . . . .98 Updating Integration Broker Defaults..................................................................... . . . . . . .98 Creating Integration Broker Objects....................................................................... . . . . . . .98 Saving Application Messaging Objects................................................................... . . . . . . .98 Exporting Node Transactions.............................................................................. . . . . . . .99 Preparing Integration Broker Deletes..................................................................... . . . . . . .99 Deleting Application Messaging Objects................................................................. . . . . . . .99 Deleting Node Transactions................................................................................ . . . . . . .99 Verifying NonBase Language Pages........................................................................ .......100 Understanding NonBase Language Pages....................................................................100 Verify NonBase Language Pages. ..............................................................................100 Delete Unused Language Pages................................................................................101 Clearing Process and Report Tables......................................................................... .......102 Understanding Process and Report Tables....................................................................102 Purge Process Request Tables..................................................................................102 Setting Object Version Numbers............................................................................. .......103 Converting Database Data Types............................................................................ .......103 Understanding Converting Database Data Types.............................................................104 Backing Up Before Platform Changes... .......................................................................105 Running Long Data Audit.........................................................................................105 Validating Microsoft Database...................................................................................105 Reviewing Microsoft Settings....................................................................................105 Creating Microsoft Conversion Project.........................................................................106 Generating Microsoft Conversion Script........................................................................106 Running Microsoft Conversion Script. ..........................................................................106 Granting Permissions to the CONNECT ID....................................................................107 Running Microsoft Conversion Report..........................................................................107 Validating Oracle Database......................................................................................107 Creating Oracle Audit Tables.....................................................................................108 Auditing Duplicate Length Constraints..........................................................................108 Auditing Disabled Constraints....................................................................................108 Reviewing Oracle Settings.......................................................................................108 Generating Oracle Conversion Scripts.........................................................................109 Running Long to LOB Script 1...................................................................................110 Running Long to LOB Script 2............................................................................. . . . . . .111 Running Long to LOB Script 3............................................................................. . . . . . .111 x Copyright © 2006, Oracle. All rights reserved.
  11. 11. Contents Running Long to LOB Script 4............................................................................. . . . . . .111 Running Long to LOB Script 5............................................................................. . . . . . .111 Running Long to LOB Script 6...................................................................................112 Running Long to LOB Script 7...................................................................................112 Running Long to LOB Script 8...................................................................................112 Auditing Long to LOB Conversion...............................................................................112 Running Character Length Script 1.............................................................................113 Running Character Length Script 2.............................................................................113 Running Character Length Script 3.............................................................................113 Running Character Length Script 4.............................................................................113 Running Character Length Script 5.............................................................................114 Running Character Length Script 6.............................................................................114 Running Character Length Script 7.............................................................................114 Running Character Length Script 8.............................................................................114 Auditing Character Length Semantics..........................................................................115 Reviewing Conversion Reports..................................................................................115 Updating Database Options......................................................................................115 Backing Up After PeopleTools Upgrade..................................................................... .......116 Chapter 3 Run and Review Compare Reports............................................................... .......117 Understanding Compare Reports. ........................................................................... .......117 Preparing for Application Changes........................................................................... .......117 Load HR Ethnicities Table........................................................................................117 Export Project Definitions.........................................................................................118 Import Project Definitions.........................................................................................118 Drop View ADP_ACCT_CD_VW................................................................................118 Run Drop Table Script.............................................................................................119 Renaming Records and Fields ............................................................................... .......119 Understanding Renaming Records and Fields................................................................119 Run the RNHCUPH01 Script.....................................................................................120 Run the RNHCGPH02 Script....................................................................................120 Run the RNHCEOH201 Script...................................................................................121 Rename OSHA Fields............................................................................................121 Renaming Tables............................................................................................... .......121 Understanding Renamed Tables................................................................................121 Run the RNHCUPH02MSS Script ..............................................................................122 Run the RNHCUPH02DB2 Script...............................................................................122 Run the RNHCUPH02DBX Script...............................................................................122 Copyright © 2006, Oracle. All rights reserved. xi
  12. 12. Contents Run the RNHCUPH02IFX Script................................................................................122 Run the RNHCUPH02ORA Script...............................................................................123 Run the RNHCUPH02SYB Script...............................................................................123 Running Upgrade Compare Reports......................................................................... .......123 Understanding Upgrade Compare Reports....................................................................124 Modify Compare Options.........................................................................................124 Run Compare UPGDBCOMP1..................................................................................125 Run Compare UPGDBCOMP2..................................................................................125 Run Compare UPGPRJCOMP..................................................................................126 Reviewing the Compare Reports............................................................................. .......127 Chapter 4 Apply Application Changes......................................................................... .......129 Understanding Application Changes......................................................................... .......129 Running the Upgrade Copy................................................................................... .......130 Understanding the Upgrade Copy...............................................................................130 Copy the UPGDBCOMP1 Project...............................................................................130 Copy the UPGDBCOMP2 Project...............................................................................130 Copy the UPGPRJCOMP Project...............................................................................131 Copy the UPGNONCOMP Project..............................................................................131 Review Copy Results.............................................................................................131 Updating Database Overrides.. .............................................................................. .......132 Understanding Database Overrides.............................................................................132 Set Index Parameters After Copy ...............................................................................133 Set Tablespace Names After Copy..............................................................................133 Set Record Parameters After Copy.............................................................................133 Create New Tablespaces.........................................................................................134 Backing Up After the Upgrade Copy......................................................................... .......136 Modifying the Database Structure............................................................................ .......136 Understanding Modifying the Database Structure.............................................................137 Build the Create Upgrade Tables Script........................................................................137 Run the Create Upgrade Tables Script.........................................................................137 Build Renamed Tables Script....................................................................................138 Run the Renamed Tables Script.................................................................................138 Create the ALLTEMPTABS Project.............................................................................138 Build the Create Temp Tables Script............................................................................139 Create the ALLTABS Project.....................................................................................139 Build the Create and Alter Scripts...............................................................................139 Edit the Create and Alter Scripts................................................................................140 xii Copyright © 2006, Oracle. All rights reserved.
  13. 13. Contents Create Temporary Tables.........................................................................................141 Create Tables......................................................................................................141 Alter Tables.........................................................................................................141 Create Indexes.....................................................................................................142 Review the Create Indexes Log.................................................................................142 Drop Indexes for Data Conversion..............................................................................142 Drop Triggers for Data Conversion..............................................................................143 Create Indexes for Data Conversion............................................................................143 Set Index Parameters.............................................................................................146 Set Tablespace Names for Temp Tables.......................................................................146 Set Tablespace Names...........................................................................................146 Set Record Parameters...........................................................................................147 Generate a RUNSTATS Script for DB2 UNIX..................................................................147 Update Statistics for DB2 UNIX..................................................................................147 Update Statistics for DB2 zOS...................................................................................148 Update Statistics for Informix....................................................................................148 Update Statistics for Oracle......................................................................................148 Loading Data for Data Conversion........................................................................... .......148 Swap Languages on System Data. .............................................................................149 Export Application Messages. ...................................................................................149 Import Application Messages....................................................................................150 Export Record Groups.. ..........................................................................................150 Import Record Groups............................................................................................150 Export the System Setup Data ..................................................................................151 Import the System Setup Data...................................................................................152 Export the PW Pagelet Data. ....................................................................................152 Import the PW Pagelet Data.....................................................................................152 Export the Pagelet Wizard Data. ................................................................................152 Import the Pagelet Wizard Data.................................................................................153 Export Upgrade Defaults.........................................................................................153 Import Upgrade Defaults..........................................................................................153 Export Global Payroll PIN........................................................................................154 Export Global Payroll PIN for Sybase...........................................................................154 Import Global Payroll PIN.........................................................................................154 Export Generic Notifications......................................................................................155 Import Generic Notifications......................................................................................155 Export Application Conversion Data............................................................................155 Import Application Conversion Data............................................................................156 Export Data Conversion Driver Data............................................................................156 Import Data Conversion Driver Data............................................................................156 Copyright © 2006, Oracle. All rights reserved. xiii
  14. 14. Contents Applying Updates Before Data Conversion.. ............................................................... .......157 Configuring Scheduler and Server........................................................................... .......158 Backing Up Before Data Conversions....................................................................... .......158 Running Data Conversion ... ................................................................................. .......158 Review Data Conversion Tips....................................................................................159 Run Data Conversion for Group 1...............................................................................161 Run Data Conversion for Group 2...............................................................................161 Run Data Conversion for Group 3...............................................................................162 Run Data Conversion for Group 4...............................................................................162 Run Data Conversion for Group 6...............................................................................162 Run Data Conversion for Group 7...............................................................................162 Run Data Conversion for Group 8...............................................................................163 Backing Up After Data Conversion........................................................................... .......163 Finalizing the Database Structure............................................................................ .......163 Understanding Final Database Structure.......................................................................164 Build the Alter with Deletes Scripts..............................................................................164 Alter Tables with Deletes.........................................................................................164 Create Indexes Again.............................................................................................164 Create Triggers....................................................................................................165 Run the AE SYNCIDGEN Process..............................................................................165 Create All Views...................................................................................................165 Loading Data to Complete System Setup................................................................... .......166 Export Strings......................................................................................................166 Import Strings......................................................................................................167 Export EDI Statements............................................................................................167 Import EDI Statements............................................................................................167 Export Mass Change Data.......................................................................................168 Import Mass Change Data.......................................................................................168 Export XML Service Information.................................................................................168 Import XML Service Information.................................................................................168 Export Related Language System Data... .....................................................................169 Import Related Language System Data........................................................................169 Edit the System Data Scripts.....................................................................................169 Export Application System Data.................................................................................170 Import Application System Data.................................................................................170 Export Common Portal System Options........................................................................170 Import Common Portal System Options........................................................................171 Export Setup Data.................................................................................................171 Import Setup Data.................................................................................................171 Loading Stored Statements................................................................................... .......172 xiv Copyright © 2006, Oracle. All rights reserved.
  15. 15. Contents Understanding Loading Stored Statements....................................................................172 Set PSOPTIONS for COBOL....................................................................................172 Run the STOREBAS Script......................................................................................173 Run the STOREGP Script........................................................................................173 Run the STOREHRM Script......................................................................................173 Run the STOREPAY Script.......................................................................................173 Run the STOREPEN Script......................................................................................173 Run the STOREPYI Script........................................................................................174 Run the STOREBP Script........................................................................................174 Running Final Update Statistics.............................................................................. .......174 Generate Final RUNSTATS for DB2 UNIX.....................................................................174 Run Final Statistics for DB2 UNIX...............................................................................175 Run Final Statistics for DB2 zOS................................................................................175 Run Final Statistics for Informix..................................................................................175 Run Final Statistics for Oracle...................................................................................176 Completing Application Processes........................................................................... .......176 Refresh Personal Data Table....................................................................................176 Export Setup Data for Rules.....................................................................................176 Import Setup Data for Rules......................................................................................177 Export Payroll Interface Tables..................................................................................177 Import Payroll Interface Tables...................................................................................177 Export GL Interface Setup Tables...............................................................................178 Import GL Interface Setup Tables...............................................................................178 Updating Language Data...................................................................................... .......179 Understanding Updating Language Data.......................................................................179 Run the TSRECPOP Script......................................................................................179 Updating Object Version Numbers........................................................................... .......179 Running the Final Audit Reports.............................................................................. .......179 Run the Final DDDAUDIT Report...............................................................................180 Run the Final SYSAUDIT Report................................................................................180 Create the FNLALTAUD Project.................................................................................180 Run the Final Alter Audit..........................................................................................181 Review the Final Audits...........................................................................................181 Run a Final SETINDEX Report..................................................................................182 Run a Final SETTABLE Report..................................................................................182 Chapter 5 Complete Database Changes...................................................................... .......183 Understanding Database Changes.......................................................................... .......184 Copyright © 2006, Oracle. All rights reserved. xv
  16. 16. Contents Configuring the Upgrade Environment...................................................................... .......184 Configure Application Server.....................................................................................184 Configure Portal....................................................................................................184 Reapplying Customizations.. ................................................................................. .......185 Understanding the Reapplication................................................................................185 Perform Customized Object Adjustment........................................................................185 Register Portal Navigation Components........................................................................186 Setting Up Security............................................................................................. .......186 Understanding Security...........................................................................................187 Set Up Security....................................................................................................187 Synchronize CREF Permissions.................................................................................187 Grant Access to Personalize Homepage.......................................................................188 Updating Department Security................................................................................ .......189 Understanding Department Security. ...........................................................................189 Refresh Operator Security........................................................................................190 Refresh Transaction Records....................................................................................190 Backing Up Before Manual Changes........................................................................ .......191 Running the Person Organization Audits.................................................................... .......191 Understanding the Person Organization Audits...............................................................191 Running Conversion Audits... ...................................................................................192 Setting Up Pension............................................................................................. .......192 Setting Up PeopleSoft Benefits............................................................................... .......193 Consolidate the Limit Table ......................................................................................193 Upgrading GP Country Extensions........................................................................... .......193 Understanding GP Country Extensions.........................................................................194 Understand the GP CE Upgrade................................................................................194 Apply Rule Package...............................................................................................195 Upgrade the Translations Rule Package.......... .............................................................198 Reapply Element Modifications..................................................................................201 Export Final Upgrade Rule Package............................................................................203 Apply Upgrade Rule Package During MTP....................................................................206 Apply System Data with No PIN.................................................................................208 Apply System Data with PIN.....................................................................................209 Set Up Global Payroll for Spain..................................................................................211 Set Up Global Payroll for Switzerland...........................................................................212 Create Upgrade Rule Delete Package..........................................................................218 Export Upgrade Rule Delete Package..........................................................................219 Apply Upgrade Rule Delete Package...........................................................................221 Apply Updates to CE Rule Delete Package....................................................................224 Update Customer Installation Flag... ...........................................................................225 xvi Copyright © 2006, Oracle. All rights reserved.
  17. 17. Contents Adding New GP Country Extensions........................................................................ .......226 Understanding New GP Country Extensions..................................................................226 Apply Base Language Data. .....................................................................................226 Apply Translations Data..........................................................................................229 Validating Alternative Overtime Upgrade.................................................................... .......233 Updating Payroll Interface Definitions....................................................................... .......234 Understanding Updates to Payroll Interface Definitions......................................................234 Run Validate PI Field References Report......................................................................234 Update Payroll Interface Definitions.............................................................................235 Running Assigned Company Cars Report.................................................................. .......236 Upgrading Rules................................................................................................ .......237 Understanding Rules Upgrade...................................................................................237 Run the Dropped Temp Tables Report..........................................................................237 Recompile Template Built Rules.................................................................................238 Customize Template Built Rules.................................................................................240 Review and Modify User Exit Rules.............................................................................242 Deleting Resume Files......................................................................................... .......243 Understanding Resume Deletion................................................................................243 Manually Delete Files from Old Location.......................................................................243 Setting Up General Ledger Interface........................................................................ .......243 Understanding GL Interface Setup..............................................................................243 Set Up the Liability Accounts.....................................................................................244 Set Up the GL Activity Groupings...............................................................................246 Set Up the Expenses ChartField Mappings....................................................................247 Reviewing PeopleTools Functionality........................................................................ .......247 Preparing the Content Provider Registry.................................................................... .......248 Updating the Portal Options Data............................................................................ .......249 Stamping the Database........................................................................................ .......249 Reviewing Change Control.................................................................................... .......250 Backing Up Before Testing.................................................................................... .......251 Testing Your Copy of Production............................................................................. .......251 Chapter 6 Apply Changes to Production Database......................................................... .......253 Understanding the Move to Production...................................................................... .......253 Testing the Move to Production............................................................................... .......253 Understanding the Move to Production Test...................................................................253 Understand Move to Production.................................................................................254 Creating a New Change Assistant Job.........................................................................255 Copyright © 2006, Oracle. All rights reserved. xvii
  18. 18. Contents Testing Once More............................................................................................. .......256 Performing the Move to Production.......................................................................... .......256 Completing the Upgrade Survey ............................................................................. .......256 Chapter 7 Appendices............................................................................................. .......259 Understanding Appendices................................................................................... .......259 Appendix A Applying Fixes Required for Upgrade............................................................ .......261 Prepare to Apply Fixes......................................................................................... .......261 Apply Fixes During Installation................................................................................ .......262 Apply Fixes After Running Copy Project.................................................................... .......262 Apply Fixes After Data Conversion........................................................................... .......263 Apply Fixes Before Move to Production..................................................................... .......263 Apply Fixes During Move to Production... .................................................................. .......264 Appendix B Benefits Upgrade Notes............................................................................. .......265 COBRA Administration........................................................................................ .......265 Savings Management ......................................................................................... .......265 Review Benefit System Indicator on Job. ................................................................... .......266 Review Benefit Record Number Display.................................................................... .......266 Review Effective Dating of Dependants... .................................................................. .......267 Review Effective Dating of Company Cars.................................................................. .......267 Appendix C Changes on Employment Record................................................................. .......269 Understanding Changes to EMPLOYMENT Record...................................................... .......269 Last Date Worked.............................................................................................. .......269 Understanding Last Date Worked Settings.....................................................................269 Calculation Rules..................................................................................................269 Termination Date............................................................................................... .......270 Calculation Rules..................................................................................................270 xviii Copyright © 2006, Oracle. All rights reserved.
  19. 19. Contents Appendix D Changes to Batch Programs....................................................................... .......273 Changes to Batch Programs.................................................................................. .......273 Appendix E Changing the User Interface........................................................................ .......275 Change the User Interface. ................................................................................... .......275 Change the User Interface for Mobile........................................................................ .......277 Appendix F Data Archiving Tool................................................................................... .......279 Data Archiving Tool............................................................................................. .......279 Appendix G Data Conversion Utilities............................................................................ .......281 Understand Data Conversion Utilities........................................................................ .......281 Application Engine Driver Program.......................................................................... .......281 Upgrade Drivers Page......................................................................................... .......281 Understanding Upgrade Drivers Page..........................................................................281 Accessing The Upgrade Drivers Page..........................................................................282 Adding New Upgrade Drivers Section Page...................................................................282 Inactivating Upgrade Drivers Section...........................................................................283 Data Conversion Report....................................................................................... .......283 Appendix H Dynamic ChartFields Upgrade Notes............................................................. .......285 Understanding Dynamic ChartFields Upgrade............................................................. .......285 Changes in Account Code Table............................................................................. .......285 Understanding Combination Codes.............................................................................285 Understanding FDM_HASH......................................................................................286 Changes in GL Interface Setup............................................................................... .......287 Understanding GL Interface Setup..............................................................................288 Understanding Liability Accounts................................................................................288 Understanding GL Activity Grouping............................................................................291 Understanding Expenses ChartField Mapping................................................................296 Upgrade Time and Labor ChartFields....................................................................... .......301 Copyright © 2006, Oracle. All rights reserved. xix
  20. 20. Contents Appendix I HRMS Upgrade Notes................................................................................ .......303 Record and Field Conversions................................................................................ .......303 Understanding Record and Field Conversions................................................................303 Status Conversions................................................................................................303 Records with Duplicate Key Structures...................................................................... .......304 Schedule Defaults.............................................................................................. .......305 Shift and Workdays Upgrade.....................................................................................305 Effective Date of Schedule Definitions..........................................................................305 Schedule Override Tables. .......................................................................................306 Appendix J Modifying the Approval Rule Set Program...................................................... .......307 Modify Approval Rule Set Related Tables................................................................... .......307 Appendix K Performance Management Upgrade Notes..................................................... .......309 Understanding Upgrade Notes............................................................................... .......309 Employee Review Tables ..................................................................................... .......309 Understanding Employee Review Tables......................................................................309 Employee Review Records.......................................................................................309 Performance Improvement Plan (USF) Records..............................................................310 Merit Scale Setup Records.......................................................................................310 Rating Scale Setup Records.....................................................................................310 Review Band Setup Records....................................................................................310 Performance Plan (USF) Setup Records.......................................................................310 Employee Review Data ....................................................................................... .......311 Appendix L Performance Tips and Techniques................................................................ .......313 Understanding Performance Tips and Techniques......................................................... .......313 Plan Your Upgrade for Performance......................................................................... .......313 What To Do During the Upgrade............................................................................. .......314 What To Do During the Upgrade.................................................................................314 Create and Alter SQL Scripts....................................................................................314 Data Conversion...................................................................................................314 Improve Performance for Your Platform..................................................................... .......314 xx Copyright © 2006, Oracle. All rights reserved.
  21. 21. Contents Oracle...............................................................................................................315 DB2..................................................................................................................315 Consult the Global Support Center........................................................................... .......316 Appendix M Queries Trees and Tree Structures............................................................... .......317 Preserve Queries and Trees.................................................................................. .......317 Prepare the Database......................................................................................... .......318 Create a New Project.......................................................................................... .......318 Compare the New Project..................................................................................... .......319 Copy the Project................................................................................................ .......320 Test the Project................................................................................................. .......320 ReExport the PeopleTools Tables............................................................................ .......320 Appendix N Sizing Tables for the Upgrade...................................................................... .......323 Size Tables...................................................................................................... .......323 Appendix O Testing Techniques................................................................................... .......331 Understanding Testing Techniques........................................................................... .......331 When to Test.................................................................................................... .......331 Evaluate Your Testing Requirements. ....................................................................... .......332 Define Your Testing Strategy.................................................................................. .......332 Understanding Your Testing Strategy...........................................................................332 Evaluating Unit Testing ...........................................................................................332 Evaluating System Testing .......................................................................................333 Evaluating Integration Testing ...................................................................................333 Evaluating Parallel Testing .......................................................................................333 Evaluating Performance Testing ................................................................................334 Evaluating User Acceptance Testing ...........................................................................334 Evaluating Regression Testing ..................................................................................334 Determine the Testing Conditions............................................................................ .......335 Develop Your Test Plan........................................................................................ .......335 Develop Test Scripts........................................................................................... .......336 Tips and Techniques.. ......................................................................................... .......337 Reducing the Time of Upgrade Process........................................................................337 Copyright © 2006, Oracle. All rights reserved. xxi
  22. 22. Contents Performing Testing on Up to Date Data.........................................................................337 Performing Test Move to Production............................................................................338 Tracking Issues....................................................................................................338 Reviewing Testing Tools..........................................................................................338 Discussing Change Control......................................................................................338 Discussing Back Up Procedures................................................................................338 Evaluating Unexpected Results.................................................................................339 Evaluating Reasons for Failure..................................................................................339 Appendix P Understanding Core Record Modifications..................................................... .......341 Understanding Core Record Modifications.................................................................. .......341 Appendix Q Understanding the Comparison Process........................................................ .......347 How the Comparison Process Works........................................................................ .......347 Source and Target Columns......................................................................................348 Action Column.....................................................................................................349 Upgrade Column...................................................................................................349 Putting it All Together..............................................................................................350 Understanding Upgrade Compare Reports.. ............................................................... .......350 Report Columns....................................................................................................351 Using Reports......................................................................................................351 Effect of Field Rename on Copy Overrides....................................................................353 Appendix R Understanding FTE Enhancement................................................................ .......355 Understanding FTE Enhancement........................................................................... .......355 Appendix S Understanding Person Model Changes.......................................................... .......357 Understanding Changes....................................................................................... .......357 Entity Relationship Diagrams................................................................................. .......358 Understanding Entity Relationship Diagrams..................................................................358 PeopleSoft 8.0 Diagram..........................................................................................358 PeopleSoft 8.3 and 8.8 Diagram.................................................................................359 xxii Copyright © 2006, Oracle. All rights reserved.
  23. 23. Contents PeopleSoft 8.9 Diagrams.........................................................................................360 Record and Table Changes................................................................................... .......364 Record Changes...................................................................................................364 Table Changes.....................................................................................................380 Appendix T Upgrading Content Provider Registry............................................................ .......383 Understanding the Content Provider Registry Upgrade................................................... .......383 Copying Your Enterprise Portal Database.................................................................. .......384 Upgrading Enterprise Portal PeopleTools................................................................... .......384 Updating Registry Permission Lists.......................................................................... .......385 Understanding Registry Permission Lists Updates...........................................................385 Updating Portal Registry..........................................................................................385 Deleting the Database Cache....................................................................................385 Creating the Portal Project.................................................................................... .......386 Understanding Portal Project Creation.........................................................................386 Creating the Target Enterprise Portal Project..................................................................386 Cleaning the Target Enterprise Portal Project.................................................................387 Deleting the Target Enterprise Portal Database Cache..................................... .................388 Copying the Target Enterprise Portal Project Definition......................................................388 Creating the Copy of Production Portal Project................................................................388 Cleaning the Copy of Production Portal Project...............................................................391 Deleting the Copy of Production Database Cache.. ..........................................................391 Comparing the Portal Project................................................................................. .......391 Reviewing the Portal Project.................................................................................. .......392 Copying the Portal Project.................................................................................... .......392 Understanding Portal Project Copying..........................................................................392 Copying the Portal Project........................................................................................393 Deleting the Enterprise Portal Database Cache...............................................................393 Copying Portal Project to Production........................................................................ .......393 Understanding Portal Project to Production Copying.........................................................394 Copying the Portal Project to File...............................................................................394 Copying the Portal Project From File...........................................................................394 Deleting the Enterprise Portal Database Cache Again.......................................................395 Deleting Obsolete Folders..................................................................................... .......395 Understanding Obsolete Folder Deletion.......................................................................395 Deleting Obsolete Folders on Enterprise Portal 8.4...........................................................395 Deleting Obsolete Folders on Enterprise Portal 8.8...........................................................396 Updating Registry Folder Permissions...................................................................... .......396 Copyright © 2006, Oracle. All rights reserved. xxiii
  24. 24. Contents Understanding Registry Folder Permissions Updates....... .................................................396 Updating the Enterprise Portal Registry Folder Permissions................................................396 Deleting the Enterprise Portal Cache...........................................................................397 Appendix U Upgrading System Element Deletions........................................................... .......399 Retaining System Element Functionality.................................................................... .......399 Understanding System Element Functionality Retention.....................................................399 Define a Variable...................................................................................................399 Define an Array....................................................................................................401 Change References to System Elements .................................................................. .......405 Understanding Change References to System Elements....................................................405 Rule Definition.....................................................................................................405 Verify Non-Rule Definitions.......................................................................................406 Record Field Usage.. .............................................................................................409 Arrays...............................................................................................................409 Trigger Definition...................................................................................................410 Appendix V Upgrading with Tax Updates....................................................................... .......411 Upgrading with Tax Updates.................................................................................. .......411 Index ............................................................................................................413 xxiv Copyright © 2006, Oracle. All rights reserved.
  25. 25. About This Documentation This preface discusses: • Understanding This Documentation • Prerequisites • Audience • Organization • Related Information Understanding This Documentation This documentation is designed to direct you through the process of upgrading to your new PeopleSoft release. This section describes information you should know before you begin working with PeopleSoft products and documentation, including PeopleSoft-specific documentation conventions. Prerequisites You must complete the tasks in the document Getting Started on Your PeopleSoft Upgrade before beginning this upgrade. If you have not yet completed these tasks, do so now. See PeopleSoft Customer Connection (Implement Optimize + Upgrade, Upgrade Guide, Upgrade Documentation and Software, Upgrade Documentation and Scripts). Audience This documentation assumes you have a basic understanding of the PeopleSoft system. One of the most important components of a successful upgrade of your PeopleSoft installation is your onsite experience. You should be familiar with your operating hardware environment and have the necessary skills to support that environment. You should also have a working knowledge of: • SQL and SQL command syntax • PeopleSoft system navigation • PeopleSoft windows, menus, and pages (and how to modify them) • The World Wide Web • Microsoft® Windows or Windows NT graphical user interface Copyright © 2006, Oracle. All rights reserved. xxv

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