Introduction

This pages explains how to upgrade from PeopleSoft 5.0 to PeopleSoft 5.1. There are fundamental differences between the PeopleSoft 5..0 and 5.1 extensions, namely:

For the Vanilla application:

• it was not necessary to generate a snapshot on the Vanilla application in PeopleSoft 5.0, whereas a snapshot is now required for the Vanilla in PeopleSoft 5.1.
• it was necessary to configure various tools in the Content Enrichment editor in the CAST Management Studio  in PeopleSoft 5.0, whereas these tools are no longer required and are built in to the extension in PeopleSoft 5.1.

For the Project application:

• the way in which the Application is configured has changed in PeopleSoft 5.0.

Upgrading the Vanilla application

Vanilla Step 1 - Configure and run the upgrade batch script

CASTUpgrade_Schemas.txt

• mb_prefix = psoft5_v (the schema prefix suggested for Vanilla in PeopleSoft 5.1 - Installation)
• extension_list_to_install = com.castsoftware.peoplesoft
• assessmentModelUpgrade = replaceByNewAssessmentModel
• discoverers_to_enable =

E.g:

psoft5_v:com.com.castsoftware.peoplesoft:replaceByNewAssessmentModel

CASTUpgrade_Steps.txt

• ACTIVATE_UPGRADE = Y
• EXTENSIONS_LATEST_DEPENDENCIES = Y
• ACTIVATE_CONSISTENCY = N
• INSTALL_CUSTOM_UA_LEGACY = N

Run the batch upgrade script

Run the batch upgrade script as described in Automating the CAST AIP Upgrade process.

Vanilla Step 2 - Use the CAST Management Studio to change the configuration

• Remove all the tools in the Content Enrichment editor of the Vanilla application
• Follow the following steps described in the Vanilla: Analysis setup and configuration section of PeopleSoft 5.1 - Application analysis and snapshot generation
  • Configure the Assessment Model
  • Configure Modules

Vanilla Step 3 - Generate a post upgrade consistency snapshot

Reconfigure the batch upgrade script to perform a post-upgrade consistency snapshot:

CASTUpgrade_Steps.txt

• ACTIVATE_UPGRADE = N
• ACTIVATE_CONSISTENCY = Y

Run the batch upgrade script

Run the batch upgrade script as described in Automating the CAST AIP Upgrade process.

Upgrading the Project application

Project Step 1 - Configure and run the upgrade batch script

CASTUpgrade_Schemas.txt

• mb_prefix = psoft5 (the schema prefix suggested for Project in PeopleSoft 5.1 - Installation)
• extension_list_to_install = com.castsoftware.peoplesoft
• assessmentModelUpgrade = replaceByNewAssessmentModel
• discoverers_to_enable =

E.g:

psoft5:com.com.castsoftware.peoplesoft:replaceByNewAssessmentModel

CASTUpgrade_Steps.txt

• ACTIVATE_UPGRADE = Y
• EXTENSIONS_LATEST_DEPENDENCIES = Y
• ACTIVATE_CONSISTENCY = N
• INSTALL_CUSTOM_UA_LEGACY = N

Project Step 2 - Use the CAST Management Studio to change the configuration

• Remove all the tools in the Content Enrichment editor of the Project application
• Follow the following steps described in the Project: Analysis setup and configuration section of PeopleSoft 5.1 - Application analysis and snapshot generation
  • Configure the Assessment Model

  • Configure Modules - no changes should be required here.

  • Configure a platform variable

Project Step 3 - Generate a post upgrade consistency snapshot

Reconfigure the batch upgrade script to perform a post-upgrade consistency snapshot:

CASTUpgrade_Steps.txt

• ACTIVATE_UPGRADE = N
• ACTIVATE_CONSISTENCY = Y

Run the batch upgrade script

Run the batch upgrade script as described in Automating the CAST AIP Upgrade process.