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Understanding PeopleSoft's Upgrade Process

Upgrades can be either minor, such as from version 8.14 to 8.16, or major, going from version 7.5 to 8.44. No matter the type of upgrade, the process is the same and this presentation can be used for either type. Special notes will also be made within the presentation to cover any nuances. Target Audience This document is targeted for those clients currently going through an upgrade as well as those planning to upgrade . The purpose of this presentation is to give you information that will help with your current upgrade or one that you will be doing – because everyone will be upgrading at one point in time. The document is an overview process designed to help Mangers and Senior Level personnel understand what it takes to get an Upgrade accomplished. Agenda: PeopleSoft Upgrade tool Hardware Requirements Software Requirements Personnel Requirements Upgrade Process Steps The document will start by covering the new PeopleSoft upgrade tool used in version 8 and higher. This new tool, which is still being enhanced, makes the upgrade process much easier to perform. The document will then cover the hardware and software requirements needed for an upgrade. Since every upgrade is unique, you will be given general guidelines so that you can gauge your own upgrade requirements. Then a frank discussion on personnel will be given which covers the impact to your organization as well as potential outsourcing you could do. Finally, the specific steps you can use for your upgrade will be covered. The document will cover from creating the demo system through going live in production and all the steps in-between. This document is 18 pages long formatted to print on 8.5 X 11 paper double sided. You are allowed to print as many copies for your personnel use or just read directly from the PDF file using any standard Adobe Reader program.

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