FREQUENTLY ASKED QUESTIONS

A major upgrade is a major release that involves moving from an older version of PeopleSoft to a newer one. For example, you would upgrade from PeopleSoft 9.1 to 9.2.

Once you have upgraded to PeopleSoft 9.2, there are no more major upgrades. All maintenance from that point on is done through PUM upgrades, also called PUM updates.

A PUM upgrade takes place when you apply maintenance or new features to an existing PeopleSoft 9.2 application. They are done once the application is PeopleSoft Update Manager (PUM) enabled. Use a PeopleSoft Update Image to search for and select maintenance and new features. Maintenance should be performed regularly throughout the life of the product.

Starting from Jan.1, 2023, Oracle releases three PUM images each year. It was four images before 2023. This change was made to give customers more time to evaluate and test new features before adopting them into their production environments. It also reduces the amount of time needed for setup with the PeopleSoft Update Manager.

Oracle recommends the following maintenance best practices for getting current.

• Do not go more than two years without getting current.
• Delaying maintenance may affect your ability to select and apply updates and features.

Regular updates helps ensure your system stays current with the latest features, bug fixes, and regulatory updates, and it also helps maintain system stability and security.

PeopleSoft uses the term “Retrofit” to describe the process of applying existing customizations in the newer version of their software.

In PeopleSoft, retrofitting involves applying existing customizations in Pages, Records, Application Packages, Application Engines, SQRs, BI Publisher Reports, Queries, and other objects and programs.

Re-applying the existing customization by retrofitting code is the next step after comparing all objects between the current production copy and the new release in the PeopleSoft application upgrade, as well as the Integrated System Testing and User Acceptance Testing; production implementation follows this step.

We lead the way in developing and refining PeopleSoft upgrade technology.  We are revolutionizing the traditional PeopleSoft upgrade process with our cutting-edge technology.

Our team of experienced professionals will help you stay ahead of the game with our top-of-the-line technology solutions.

Our code retrofit service is fast, professional and highly cost effective. By using our specialized tool, code retrofit work of an upgrade of any size can be done within one week.  Our services are designed to help our clients thrive in today's changing world.

No more pains for your developers to cringe at the pain-staking task of reviewing what was changed in order to do the retrofits.

We have developed a new software application called PS Retrofit.  The PS Retrofit software application allows a PeopleSoft developer to quickly and automatically merge a current production file which has all customizations and a new release file from Oracle and instantly get a merged result file with all customizations in the current production file re-applied to the new release file. The object types which can be merged include PeopleCode, SQL, SQR, Cobol, records, pages and Application Engine programs.

Because we have our special upgrade tool called PS Retrofit.  Also,  new code or changed code introduced an Oracle new release can be merged with a customized version of a pervious release automatically, if there is no conflict between the new code and any customization code on the line level even they are in the same file.

Once you’re ready to have PS Upgrade Pro experts perform the upgrade code retrofit for you, we will schedule a call between you and one of our upgrade retrofit specialist. During this call, we'll collect some information about your customization development standards to ensure the code retrofit for your business will be properly done. 

You will need to send us the compare report generated by the Change Assistant between your production environment and the new PUM image release which you are planning to upgrade to, which would include all the PeopleCode, SQL, record and page objects as well as the SQR and COBOL programs that require retrofitting   You need to create one PS project file which contains all the objects that requires retrofit from your current production environment, another PS project file from the new PUM image, and optionally a third PS project file from the old PUM image  As per SQRs and COBOLs, you would need to provide the code version of the current production environment, the new release and the old release as well.  It is a similar process for the major upgrades as well, in which different version releases would be needed rather than the PUM images.

Next, you will upload all 3 PS project files and all other non-PS project files onto our secured file server.  We will then begin working on re-applying all your customizations to the new release using our PS Retrofit application. Regardless how many customizations you have, it will be done within only 3 to 5 business days.

We will send the retrofitted code result in a PS project file and the updated SQRs and COBOLs, as well as a detailed upgrade retrofit report to you through a secured Dropbox download link.  Once you have received those files, you will import the PS project file with the retrofitted code into your testing environment and start testing, and place the retrofitted SQRs and COBOLs into your custom SQR and COBOL folders.

If your organization cannot send the code to us, we can remotely log into your development environment to do the work if you can provide the access.

Once you have purchased an upgrade code retrofit service from us, you can create a customer account in our client portal and log in to your PS Upgrade Pro client portal account.  You will be able to upload your source code files there.  Your code will be secure with us.

Once you create an account with us, you will be able to upload the source code files onto our server. We need three PS Project files from you. One with all the customized code from your current production environment, another from the new release, and the other from the previous release version for reference.

You will get the retrofit result file through secured Dropbox download.

First, we provide daily status reports regarding work-in-progress and planned activities. Second, we will be in constant communication with you via telephone and email. Since our response times are very fast and because we are very proactive, our clients often say that our service level feels as though we’re located in the same building as they are.

PS Upgrade Pro, registered as PeopleSoft Upgrade Technology and Service Ltd, is a Canadian IT technology and services company, which develops and provides cutting edge ERP systems upgrade products and services to corporations, banks, government organizations and high education institutions.  We are growing very fast, and we have a huge market for our services.  We are based in Toronto, Canada.  We provide our products and services to any corporation or organization in the USA, Canada, UK, Australia, or any other countries in the world which uses PeopleSoft. 

Although most of our work is completed remotely, when needed, our consultants are mobile and can be onsite to do our work or to provide an occasional onsite presence to foster team building and partnership, if your organization is located in North America and you can cover the travel and accommodation expenses and allowances.