PeopleSoft - Backup/Rollback steps

The "standard" rollback plan has plenty of issues. Simply restoring the file backup will not revert the system to pre-migration state.

These are the steps to do a proper backup/rollback, it's not detailed but it should give you the general idea on what's involved and how to do it correctly.

Backup Steps:

1. Copy Project Definition Only to Target DB (e.g. Prod)
2. Open Project Definition in Target DB, and set Action for Project = COPY
3. Copy the Project Definition to a Project Backup file.
4. Run Data Mover or Oracle export to backup all the data in all the tables including any Message Catalog Entries and User Roles in the project.
5. At this point there should be 2 files -- the Project Backup and the Data Backup

Rollback Steps:

1. Open the project definition from the Source DB (e.g. QA)
2. Set Action for Project = DELETE (This will ensure all objects that moved are deleted)
3. Move the Project from the Source DB to the Target DB to perform the delete
4. Copy the Project Backup from file to the Target DB to restore the objects.
5. Alter Tables/Rebuild Views.
6. Run Data Mover or Oracle import to restore all Data and any Message Catalog Entries and User Roles from the Data Backup



  1. Anonymous said,

    Wow that was clear - Thanks!


    on September 17, 2008 at 2:23 PM  

  2. Anonymous said,

    At source DB if the project is deleted then what project will you migrate to target, can you elobrate.


    on January 15, 2013 at 11:47 PM