People Planning Module Upgrade

[SaurinPatel]

Hello OneStream Experts,

We are on PLP PV620 SV 101 and would like to upgrade PLP to SV 102. As per release note it says it will un-install older version. Am I going to lose all my custom dashboard, BR's etc.? 

Anyone has experience with upgrading PLP and if yes what steps is required?

"Deployment
This release requires an Uninstall UI of previous versions specific to People Planning. Note that
any standard solution artifacts that may have been modified previously will be overwritten. "

[Sridhar_M · Accepted solution]

Hi Saurin, 

You don't have to do full uninstall (perform only UI un-Install) and below are the artifacts that gets replaced as part of the upgrade. If you make any custom changes in below components you need to make sure they get updated after the upgrade. 

Application Dashboards BRs:

PLP_HelperQueries
PLP_ImportExportHelper
PLP_SolutionHelper
PLP_ParamHelper

Dashboards maintenance Unit:

MaintenanceUnit name="XFW People Planning (PLP)"

Data Management:

dataManagementSequence name="CalculatePlan_PLP

Connectors:
PLP_PeoplePlanningData
PLP_PeoplePlanningData_EntityTIn
PLP_PeoplePlanningData_EntityTOut

Thanks 
Sridhar M

[NicolasArgente]

Hi Saurin,

All objects that have the same name that the original version will be deleted. So if you customized those, they will be deleted.
I do not recall if it deletes the database though.

I would recommend that you clone your app first and give it a test. Remember you can clone the app using the Cloud Admin solutoin from the marketplace.

Cheers

[Sridhar_M · Accepted solution]

Hi Saurin, 

You don't have to do full uninstall (perform only UI un-Install) and below are the artifacts that gets replaced as part of the upgrade. If you make any custom changes in below components you need to make sure they get updated after the upgrade. 

Application Dashboards BRs:

PLP_HelperQueries
PLP_ImportExportHelper
PLP_SolutionHelper
PLP_ParamHelper

Dashboards maintenance Unit:

MaintenanceUnit name="XFW People Planning (PLP)"

Data Management:

dataManagementSequence name="CalculatePlan_PLP

Connectors:
PLP_PeoplePlanningData
PLP_PeoplePlanningData_EntityTIn
PLP_PeoplePlanningData_EntityTOut

Thanks 
Sridhar M

[SaurinPatel · Accepted solution]

Thank you Sridhar.