Upgrade challenge: Can you get there from here?
Staying on a supported platform
You need to have both the Source and Target environments installed on the same supported platform.
This is how upgrades are written by Oracle/PeopleSoft, and how they are tested and supported.
Problem: The new-codeline environment, the Source, is not supported on the platform where the Target is installed.
And vice versa. What to do?
Solution: Find the happy medium platform where both Source and Target environments can be supported.
This may not be the desired platform you want to end up on. But after the upgrade is completed,
you can fine tune the environment to be the platform originally wanted.
Here's an example:
The current production environment is FSCM 9.1, using PeopleTools 8.52.09, on Msft Sql Server 2008 R2 on a Windows 2008 R2 64-bit server.
The goal is to upgrade to FSCM 9.2, using PeopleTools 8.54.xx, on Msft Sql Server 2014 on a Windows 2012 R2 64-bit server.
What would be an upgrade path that will allow both the Source and Target to be installed on a certified platform?
And, by the way, how does PUM come into the picture?
The challenge is that an environment built with PeopleTools 8.52 is not supported on Msft Sql Server 2014; and an environment built with PeopleTools 8.54 is not supported on Msft Sql Server 2008.
But both PT8.52 and PT8.54 are supported to use Msft Sql Server 2012 on a Windows 2008 R2 64-bit server.
This will be the in-between step to allow both environments to be installed on a certified plaform during the upgrade.
To prepare for the PeopleSoft upgrade, first transition the Msft Sql Server 2008 database to Msft Sql Server 2012.
The FSCM 9.1 / PT 8.52 is will then be on Msft Sql Server 2012 on the Windows 2008 R2 server.
Install the FSCM 9.2 / PT 8.54.01+ on the Msft Sql Server 2012 on the Windows 2008 R2 server.
Perform the upgrade, then as a final step, transition the Msft Sql Server 2012 database to Msft Sql Server 2014, on a Windows 2012 R2 server.
Finding a happy medium rdbms release where both Source and Target are supported
Upgrade available: go further
The upgrade from FSCM 9.1 to 9.2 image 11 is now available. See document PeopleSoft Financials and Supply Chain Management Upgrade Home Page (Doc ID 1963697.2). This upgrade would allow you to end up on 9.2 release with all maintenance and new features included through image 11.
The Source environment can be installed in the classic manner, using virtual cds from the Software Delivery Cloud (previously called e-delivery) which are packaged at the FSCM 9.2 image 11 release.
Did you say PUM?
Or, optionally, the Source environment can be installed from a PUM Source Image -- if the environments are English-only and the upgrade is to be English-only. [This requirement may change for future upgrade paths.] See the PeopleSoft Upgrade Source Images Home Page (Doc ID 1552580.1) to obtain the FSCM 9.2 image 11 Upgrade Source Image.
Note that for this upgrade, the minimum PeopleTools release is PT 8.54.08.
What about required-for-upgrade patches?
Regardless if the Upgrade Source image is used, or if the Source is installed from virtual cds, the required-for-upgrade patches already included are only up to the release level of Image 11. There is now available a FSCM 9.2 Image 12. Download the Update Image 12, and apply any required-for-upgrade patches from that image to the Source environment.
Note that applying all maintenance from the Image 12 does not make the upgrade FSCM 9.1 to 9.2 Image 12. Only apply required-for-upgrade patches from the Update Image 12, in order to be most successful in the upgrade.
PUM is part of the upgrade picture as of PeopleTools 8.53 and onwards. It is part of getting ready for the upgrades to application release 9.2.