2. Support in the Age of PeopleSoft Update Manager
Ganesan Sankaran
Principal Support Engineer
Oracle Corporation
October 2, 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |
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4. Program Agenda 1
PeopleSoft Update Manager (PUM) Process Virtual Box PeopleSoft Update Manager 8.54 Enhancements Troubleshooting Q & A 2 3 4 5
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5. What is PeopleSoft Update Manager?
PeopleSoft Update Manager (PUM) refers to the new process for applying Release 9.2 application maintenance .
PUM is the tool within PIA that facilitates patch searching and custom Change Package generation.
PeopleSoft Change Assistant orchestrates the entire process.
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6. Adapting to the Realities of Our Customers
Traditional PeopleSoft Maintenance (Pre 9.2 Application)
CUSTOMER
Creates Changes
Packages Changes
Consumes Changes
CUSTOMER
CUSTOMER
CUSTOMER
Oracle Packages Changes That All Customers Use

7. Adapting to the Realities of Our Customers
PeopleSoft 9.2 Maintenance
CUSTOMER
CUSTOMER
Creates Changes
Packages Changes
Consumes Changes
CUSTOMER
CUSTOMER
CUSTOMER
Customers Package Changes Tailored to Them

8. PeopleSoft 9.2 Maintenance
Lifecycle Management with PeopleSoft Update Manager
Customer’s PeopleSoft Environments
Customer uses PeopleSoft Update Manager to generate tailored Change Package Definition 2
Customer uses Change Assistant to apply tailored Change Package 3
Development
Virtual Box
Staging/Test
Change Assistant
Customer periodically downloads latest fully patch PeopleSoft image from My Oracle Support 1
Customer applies customization once to tailored Change Package 4
Customer Tailored Change Package
Production

9. Virtual Box Requirements
Virtualization Product downloadable from “VirtualBox.Org”
Certified Windows 64 bit machine (Physical Server)
64- bit processor , Hardware virtualization enabled
150 GB Free Disk space per image
6 GB RAM per image
Refer to the Hardware and Software Requirements for the PeopleSoft Virtual Box Images from the PeopleSoft Update Manager (PUM) Home page (Doc ID )

10. Virtual Box Install/Configure PeopleSoft Image
Install the Virtual Box from VirtualBox.org
Download and Reassemble the PeopleSoft Image by running the provided batch script existent within the first ZIP file
Import the PeopleSoft Image using Virtual Box
Configure the Network (Bridged or Host Adapter)
Start the Virtual Appliance

11. What is inside the PeopleSoft VM ?
PeopleSoft VM Virtual Box
Complete PeopleSoft Patching System
Oracle VM Virtual Box
Change Assistant
Application Designer
PeopleSoft Test Framework
Change Impact Analyzer
People Tools and Oracle Database Clients
Sourced from Downloaded Virtual Disk Image Files
Windows Client Installers
OL Guest Operating System
Windows Host Machine
PeopleSoft Image Virtual Machine
Web Server
Oracle Enterprise Linux
Application Server
Process Scheduler
File Server
Database
PeopleSoft Internet Architecture

12. Virtual Box Installation
Networking
Host-only
VM only visible within host machine
Change Assistant need to be installed on the same physical machine as VM
Bridged Adapter
Recommended to use with Static IP
VM can communicate to external network
Windows
Machine VM
Change Assistant
External machine
Database
Hub
Agent

13. PUM Architecture Versions
The Target can be 8.53.xx while the PUM image is 8.54
PUM cannot be 8.53 (lower minor Tools release) while the Target is 8.54
Change Assistant to be installed from PUM image PI
Change Assistant
Target 8.53 or 8.54
Hub
Agent

14. PUM Local PS_HOMEs PeopleTools Clients
8.53 Target
8.54 Target
ORACLE TARGET
PS_HOME- (ORCL PFORM )
PS_HOME- (ORCL PFORM )
PS_HOME-(ORCL PFORM ) -8.54
NON ORACLE TARGET
PS_HOME -(NON ORCL PFORM)
PS_HOME- (ORCL PFORM )
PS_HOME-(NON ORCL PFORM) -8.54
PS_HOME-( ORCL PFORM )- 8.54
Please refer to the following link

15. SQL Client Requirements
PUM Images Posted with PeopleTools 8.54 uses 64 bit SQL client Connectivity– Example FSCM , HCM
PUM Targets with PeopleTools 8.53 uses 32 bit SQL Client Connectivity.
PUM Targets with PeopleTools 8.54 uses 64 bit SQL Client Connectivity.
Update TNSNAMES.ora to include entries for PUM Source and Target Database.
Ensure that all appropriate environment variables for Windows are created/populated successfully (i.e., for ORACLE_HOME, PS_HOME, TNS_ADMIN)

16. Target Environment on PeopleTools 8.53 and on Oracle Database
Install Oracle Database 64-bit Client for Source Database.
Install Oracle Database 32-bit Client for Target Database
Update Tnsnames.ora file
Install PeopleTools 8.54 Client for Source Database.
Install PeopleTools 8.53 Client for Target Database.

17. Target Environment on PeopleTools 8.54 and on Oracle Database
Install Oracle Database 64-bit Client
Update Tnsnames.ora file
Install PeopleTools 8.54 Client

18. Target Environment on PeopleTools 8.53 and Not on Oracle Database
Install Oracle Database 64-bit Client for Source Database.
Update Tnsnames.ora file
Install Connectivity Software for Target Database.
Install PeopleTools 8.54 Client for Source Database.
Install PeopleTools 8.53 Client for Target Database.

19. Target Environment on PeopleTools 8.54 and Not on Oracle Database
Install Oracle Database 64-bit Client for Source Database.
Update Tnsnames.ora file.
Install Connectivity software for Target Database.
Install PeopleTools 8.54 Client for Source Database.
Install PeopleTools 8.54 Client for Target Database.

20. Enhanced Features with PT 8.54
Dependency Calculation
Dependency Calculation Choice
Default (No)
Dependency Calculation Choice
Option (Yes)
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21. Enhanced Features with PT 8.54
New Apply Types
“Decoupled” Applies
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22. Enhanced Features with PT 8.54
New Options
Optional Source
Optional EM Hub
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23. Types of Maintenance
PeopleSoft 9.2
There are 3 types of maintenance items used in conjunction with PUM.
Change packages created using PUM
Change Packages created based on Search Criteria specified.
Packages created unique for each one.
PRPs (PeopleSoft Release Patchsets)
Between image downloads
Posted on My Oracle Support (MOS)
Applied using Change Assistant to the latest PUM environment.
Removed when the new image is posted.
POCs (Proof of Concept)
Critical one-offs
Does not use Change Assistant – Manual instructions

24. PeopleSoft Patching Process
Patching on Your Schedule
Analyze Changes in DEV
Apply Package in DEV
Add in Custom Changes
Generate Custom Package
Apply Custom Package to Test/Prod
Query Image for Updates
Download
Deploy Virtual Box Image
Search MOS for Updates
Download New Image When Released
Search and Patch on Your Schedule
Enables Best Practices
Point
PeopleSoft 9.2

25. Support in the Age of PUM
Troubleshooting
All available fixes applied
Best practice – apply 1 or 2 times a year
Selective patching
How to determine which fixes were applied to your environment?
Applied Maintenance Using PUM

26. Support in the Age of PUM
Troubleshooting
Versions
Image number i.e. HCM P005
Change Assistant patch version
Target patch version
Client connectivity versions
Virtual Box version
PS_HOMES on the local machine

27. Support in the Age of PUM
Troubleshooting
What is the architecture of the system?
What is the configuration?
General Options
Target Database Settings
Screenshots
For Virtual Box
Network type
Start up log /var/log/oraclevm-template.log
What is the history of this issue?

28. Frequently Asked Questions
I am in middle of upgrade. Do I need to install latest PUM image ?
Yes, it is highly recommended to install latest PUM to get all latest Required for Upgrade Fixes
Should I always download and install latest PUM image?
Yes, it is good practice to install latest PUM image and review for any critical fixes.
Can PUM be used as Source Database for Upgrade?
No. The Upgrade Source image should be used for Upgrades. Upgrade images can be used by customers who are ‘English Only’ and running on an Oracle Database. Reference PeopleSoft Upgrade Source Images Home Page (Doc ID )
Maintenances should not be applied during upgrade

29. Frequently Asked Questions - Cont
Can the PUM/Update images be used on virtualization platforms other than Virtual Box?
Oracle/PeopleSoft does not test or officially support the usage of the Update images using any virtualization platforms other than Virtual Box. This being said, the Update images which are provided as industry standard OVA image files should work with other virtualization platforms as well, but which may require different configurations and modifications to the OVA image file in order to successfully use them. Please refer to the existing Oracle and/or VMWare support communities for additional information/resources relevant to this topic

30. Take Support to the Next Level!
Maximize your support dollars beyond Service Requests by using
My Oracle Support Community
Collaborate with others for faster solutions and get expert advise from your industry peers.
Learn more in Doc ID

31. PeopleSoft: Get Proactive Portfolio
Stay Connected with PeopleSoft
@PSFT_Support
Oracle PeopleSoft Enterprise
My Oracle Support Communities
Oracle PeopleSoft
PSFTOracle
PeopleSoft Newsletters
Select PeopleSoft from document ID 432.1

32. Important Support Resources
Discover more about PeopleSoft Update Manager
PeopleSoft Update Manager (PUM) Home Page (Doc ID )
MOS Community: PeopleSoft Install/Upgrade
Known Issues Page: PeopleSoft Update Manager - Known Issues (Doc ID )

33. Important Support Resources
E-CERT: Is VMWare supported by PeopleSoft? (Doc ID )
E-PUM - How to apply a PeopleSoft Release Patchset (PRP) to an existing PeopleSoft Update Manager (PUM) Image (Doc ID )
PeopleSoft Upgrade Source Images Home Page (Doc ID )

34. Q&A

35. THANK YOU