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. | Oracle Confidential – Internal/Restricted/Highly Restricted

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Program Agenda 1 PeopleSoft Update Manager (PUM) Process Virtual Box PeopleSoft Update Manager 8.54 Enhancements Troubleshooting Q & A 2 3 4 5 Oracle Confidential – Internal/Restricted/Highly Restricted

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. Oracle Confidential – Internal/Restricted/Highly Restricted

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

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

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

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 1464619.1)

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

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

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

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 8.54.02 Change Assistant 8.54.02 Target 8.53 or 8.54 Hub Agent

PUM Local PS_HOMEs PeopleTools Clients 8.53 Target 8.54 Target ORACLE TARGET PS_HOME- (ORCL PFORM ) - 8.53 PS_HOME- (ORCL PFORM ) - 8.54 PS_HOME-(ORCL PFORM ) -8.54 NON ORACLE TARGET PS_HOME -(NON ORCL PFORM) - 8.53 PS_HOME- (ORCL PFORM ) - 8.54 PS_HOME-(NON ORCL PFORM) -8.54 PS_HOME-( ORCL PFORM )- 8.54 Please refer to the following link http://docs.oracle.com/cd/E55243_01/pt854pbr0/eng/pt/tswu/task_ConfiguringTheMicrosoftWindowsClientRunningChangeAssistant.html#topofpage

SQL Client Requirements PUM Images Posted with PeopleTools 8.54 uses 64 bit SQL client Connectivity– Example FSCM 9.2.0008, HCM 9.2.008. 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)

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.

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

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.

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.

Enhanced Features with PT 8.54 Dependency Calculation Dependency Calculation Choice Default (No) Dependency Calculation Choice Option (Yes) Oracle Confidential – Internal

Enhanced Features with PT 8.54 New Apply Types “Decoupled” Applies Oracle Confidential – Internal

Enhanced Features with PT 8.54 New Options Optional Source Optional EM Hub Oracle Confidential – Internal

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

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

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

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

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?

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 1552580.1) Maintenances should not be applied during upgrade

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

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 1603874.1

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

Important Support Resources Discover more about PeopleSoft Update Manager PeopleSoft Update Manager (PUM) Home Page (Doc ID 1464619.1) MOS Community: PeopleSoft Install/Upgrade https://communities.oracle.com/portal/server.pt/community/support/219 Known Issues Page: PeopleSoft Update Manager - Known Issues (Doc ID 1552245.1)

Important Support Resources E-CERT: Is VMWare supported by PeopleSoft? (Doc ID 847092.1) E-PUM - How to apply a PeopleSoft Release Patchset (PRP) to an existing PeopleSoft Update Manager (PUM) Image (Doc ID 1623248.1) PeopleSoft Upgrade Source Images Home Page (Doc ID 1552580.1)

Q&A

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