PeopleSoft Application Update Installation Instructions This document discusses how to apply the update contents to your PeopleSoft application environment. The objects delivered in this resolution update may include changes to batch files, data changes, database code revisions and objects, record structures, or PeopleCode. These instructions are intended for the expert technical user who is responsible for applying application changes to your PeopleSoft system. This user should have a basic understanding of PeopleSoft systems and have completed the PeopleSoft Upgrade and Data Management training course. Familiarity with PeopleSoft Upgrade Assistant, PeopleSoft Data Mover, PeopleSoft Application Designer, COBOL compilers, and structure query language (SQL) tools may also be necessary. For the latest information on updates and fixes for PeopleSoft applications, see Customer Connection, PeopleSoft’s online information resource. Access Customer Connection through PeopleSoft’s website at www.peoplesoft.com. Important! We recommend that you follow the instructions in the PeopleSoft Application Update Installation Guide when you apply an application update project to your database. Failure to do so could corrupt your database and cause you to lose customizations that you have made to your database. General Information on Installing Application Updates PeopleSoft application updates may contain database object revisions, data changes, database code revisions, and batch file updates. Code objects include database objects, scripts, DAT files, COBOL programs, and so on. Code objects are generally delivered in a single archive. The folder structure of the objects contained in the archive will match that of the folder structure on your PeopleSoft CD. Application Update Installation Instructions Non-code objects include installation instructions or additional supporting documents for this update. Non-code objects are generally delivered in a single archive, but may be delivered in separate archives if necessary. We recommend that you first install this update to your “vanilla” database (for example, xxDMO) and thoroughly test it before you apply it to your production databases. We recommend that you run the Upgrade Comparison report against your DMO, test production copy, and production databases to identify any changes delivered in this application update that may impact any customizations that you have made to your databases. Installing an Update for Applications Using PeopleTools 8.0x and Earlier To install an application update for applications using PeopleTools 8.0x and earlier, open PeopleSoft Data Mover and run the script (DMS) to import the project (DAT) file into an empty, stand-alone application update database. Log on to the application update database using PeopleSoft Application Designer and copy the project into your target database. Apply other object changes directly into your target database using PeopleSoft Data Mover Installing an Update for Applications Using PeopleTools 8.1x and Beyond To install an application update for applications using PeopleTools 8.1x and beyond, log on to your target database and open PeopleSoft Application Designer. Import the database objects using the Copy Project from Files command. Apply other object changes directly into your target database using PeopleSoft Data Mover. Applying This Update Update ID: UPD671248 Subject: HERA 2006 - INAS 2006-2007 Technical Upgrade #2 - Interim Postings #1 and #2. Description: The following COBOL objects were received from College Board as part of INAS 20062007 Technical Upgrade #2 - Interim Postings #1 and #2: FMCALC06.CBL FMRJCT06.CBL FMSNT06.CBL IMCNST06.CBL INAS2006.CBL INCOMP06.CBL Note. Steps with N/A (not applicable) indicate that the step is not required for this update installation. PeopleSoft Proprietary and Confidential 2 Application Update Installation Instructions To Apply this Update 1. Organize and understand your update content. Print all implementation instructions and other update documentation. 2. Clean your target database. Run audit reports to ensure that your target database is clean. 3. Detach the appropriate release archive file and save it to a default local update directory. By default, this step creates a folder in the C:\TEMP directory for the update files. You can override this default directory if your operating system does not use a C:\TEMP directory. Default local update directory for this update: C:\TEMP\UPD671248 Archive files included in this update: UPD671248.exe UPD671248_INSTALL.exe 4. (Optional) Create a custom update directory. Complete this step if you must apply customizations to the objects in this update prior to applying the update to your production environment. Instead of overwriting the original update directory, we recommend that you save the default directory as a new directory using a suffix added to the local directory folder. This enables you to separate and manage these objects apart from those delivered in the vanilla update. 5. Update source or batch files in your <PS_HOME> directory. To view a detailed list of modified objects included in this update, see the Application Object list section of the update resolution on Customer Connection or the modified objects list included in the installation documentation for this update. SQR Replace or add structured query reports (SQRs) into <PS_HOME>\SQR. PeopleSoft Proprietary and Confidential 3 Application Update Installation Instructions N/A COBOL (and COBOL DMS) Replace or add COBOL into <PS_HOME>\SRC\CBL\BASE. Refer to matrix for object names. Using your preferred compiler, perform a compile against the following. N/A Compile additional COBOL programs due to CopyBook changes. N/A Using your preferred INAS Compile routine, perform a compile of all 2006-2007 INAS COBOL programs. INASBL06_80.BAT (NT/Win32) INASBL06.MAK (Unix) INASBL06_80.BAT (zOS/OS390) Move your compiled COBOL programs to <PS_HOME>\CBLBIN. Crystal Replace or add Crystal update into <PS_HOME>\CRW. N/A nVision PeopleSoft Proprietary and Confidential 4 Application Update Installation Instructions Replace or add nVision update into <PS_HOME>\NVISION. N/A Data Files Replace or add data files into <PS_HOME>\DATA. N/A Script Files Replace or add script files into <PS_HOME>\SCRIPTS. N/A Installed EXE or DLL Replace or add the following installed EXEs or DLLs to the specified locations. N/A Other Replace or add the following updates to the specified locations. N/A 6. Perform any pre-update data conversion tasks. Unless the instructions indicate otherwise, run scripts against your target database. Most update scripts have been created to run from a C:\TEMP directory. You may need to modify the script if you do not use a C:\TEMP directory, or your Data Mover control settings default to a different directory. Run the following script against your target database using PeopleSoft Data Mover: N/A PeopleSoft Proprietary and Confidential 5 Application Update Installation Instructions Run the following script or direct SQL statements against your target database using your SQL tool: N/A Perform the following manual tasks in PeopleSoft Application Designer in your target database: N/A 7. Apply the database project to your target database. For databases using PeopleTools 8.0x and earlier: Use an application upgrade database to load the database project using the import script. N/A For databases using PeopleTools 8.1x and beyond: Use the Copy Project from Files function in PeopleSoft Application Designer to load the project into your test database. Specify the import directory path (example: C:\TEMP) that contains your update project. N/A 8. (Optional) Back up your target database. This step enables you to return to this point in the update if any problems or issues arise while you are applying this update. 9. Build the database objects. For detailed information on various build actions for each object modified in this update, see the Implementation section of the update resolution on Customer Connection or the modified objects list included in the documentation for this update. Note. If this update includes a Resolution_671248.XLS worksheet that includes a list of the records included in this update along with the appropriate actions for each. Note that if there is no X in the update action column for a record, then no build action is required for that record. Drop the following tables: N/A PeopleSoft Proprietary and Confidential 6 Application Update Installation Instructions Create tables as listed: N/A Recreate tables as listed: N/A Alter tables without deletes as listed (and run the related conversion script if listed): N/A Alter tables with delete as listed: N/A Create indexes as listed: N/A Create views as listed: N/A Create Custom Indexes as listed: N/A 10. Perform any security updates. Update the security permission list to grant full access for the following new objects: N/A PeopleSoft Proprietary and Confidential 7 Application Update Installation Instructions 11. Install additional database changes using PeopleSoft Data Mover. Unless the instructions indicate otherwise, run scripts against your target database. Most update scripts have been created to run from a C:\TEMP directory. You may need to modify the script if you do not use a C:\TEMP directory, or your Data Mover control settings default to a different directory. Stored Statements Run the script to modify the steps within stored statements (for non-managed files). N/A Mass Change Run the script to modify the steps within Mass Change statements. N/A PeopleSoft Application Engine (PeopleTools 7.x) Run the script to update the steps within PeopleSoft Application Engine statements. Adjust the PeopleSoft Application Engine statements after you apply this update. N/A Message Catalog (PeopleTools 7.0x or 8.1x or beyond) Run the script to modify the Message Catalog contents. N/A Strings Table Run the script to update the Strings Table definitions. N/A Access Groups (PeopleTools 8.1x or beyond) Run the script to update the access groups. N/A PeopleSoft Proprietary and Confidential 8 Application Update Installation Instructions Cube Definitions (PeopleTools 8.1x or beyond) Run the script to update the cube definitions. N/A Cube Instances (PeopleTools 8.1x or beyond) Run the script to update the cube instances. N/A Dimensions (PeopleTools 8.1x or beyond) Run the script to update the dimensions. N/A Roles (PeopleTools 8.1x or beyond) Run the script to update the roles. N/A 12. Perform any post-update conversion tasks. After the update has been applied, perform the following activities: Run SQRW N/A SQL data loads N/A System data load PeopleSoft Proprietary and Confidential 9 Application Update Installation Instructions N/A 13. Perform the following additional update activities. N/A 14. Perform any post-update database cleanup tasks Run audit reports to ensure that your database is clean. This will complete the installation of the PeopleSoft application update to your xxDMO system. 14a. Clean up Sysaudit OPSEC-28 errors (if applicable) If the Sysaudit report shows any items in the OPSEC-28 category: o Use Data Mover to run the script sa_opsec_28.dms on your database. o Re-run Sysaudit. Important! Be sure to test the update in your xxDMO environment before installing the revisions in your production environment. "EXECUTED-BY-SD-ASSISTANT-FOR-RSLT-671248" === End === PeopleSoft Proprietary and Confidential 10