Fast Track PUM Implementation Strategy and Architecture

Session ID:

Prepared by:

Fast Track PUM

Implementation Strategy and

Architecture

101430

@SpearMC

David Pigman, SpearMC Consulting

Andrew Jackson, Seattle Cancer Care Alliance

Agenda

• About SpearMC and Your Presenters

• PUM Overview

• PUM Software and Infrastructure

• Client Implemented Strategy and Architecture

• PUM Deployment using the Change Assistant

Wizard

• Resources

About Us

Your Presenters

David Pigman

Technical Architect

dpigman@spearmc.com

866-SPEARMC x804

www.SpearMC.com

• Certified professional with over twenty years of consulting experience in all phases of large scale implementations

• Leads SpearMC’s Application Development and Technical Infrastructure initiatives.

• PeopleSoft Integration Expert and Developer

Your Presenters

Andy Jackson

IT Business Applications Manager

ajackson@seattlecca.org

206 288-6450

www.seattlecca.org

• Seattle Cancer Care Alliance is

ranked in the top 5 of cancer care

providers in the US

• Recently reimplemted PeopleSoft

Financials using 9.2 and

PeopleTools 8.54

About SpearMC

Founded in 2004, SpearMC is a technology and professional services firm specializing in

PeopleSoft Financials and Supply Chain Management

PeopleSoft Human Capital Management and Payroll

Maximo Enterprise Asset Management

Oracle Business Intelligence

ERP Architecture and Application Development

Project and Program Management (PMO)

Change Management

ERP Training

Mobile Technology

About SpearMC

Offices in Chicago, Denver, Houston, Phoenix, Seattle and San Francisco

We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.

Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.

About SpearMC

Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.

About SpearMC

Oracle Gold Partner since 2008: PeopleSoft Specialization Applications Reseller

Hardware Reseller

IBM Advanced Partner:

PUM Overview.

PUM Overview

• PeopleSoft Update Manager (PUM) – New Lifecycle

Management tool to apply application maintenance. Main

Menu > PeopleTools > Lifecycle Tools

• PeopleSoft Update Image (PI) – Application

Maintenance is applied from the PI to a target

environment. The images are released 4 to 5 times a

• One Change Package - PUM defines one custom

change package to apply all maintenance from the PI to

the target environment. This significantly reduces the

amount of time and effort since only one as opposed to

many change packages need to be applied.

Types of Patches

• PeopleSoft Update Image (PI) – A VirtualBox virtual machine

that is posted to Oracle Support on a regular basis. The PI

contains the latest maintenance for the application release.

• PeopleSoft Release Patchset (PRP) – PRPs are sometimes

needed between regularly released PIs. These are for critical

fixes that cannot wait until the next image is posted. These fixes

must be applied to a specific PI.

• Proof of Concept (POC) - These rare patches are created only

for escalated, critical reasons. A POC patch is posted and

available only for a single customer in a password-protected

patch. You apply this patch directly to the customer environment,

bypassing the PI.

PUM Software and Infrastructure

PUM Software and Infrastructure – Virtual Box

• PeopleSoft Virtual Machine

• Software: Oracle Virtual Box

• PeopleSoft Update Image

• OS: Oracle Linux

• Oracle Database

• Weblogic Web Server

• Tuxedo Middleware

• Secure Enterprise Search

• COBOL not included

• Software

• Oracle Client

• PeopleTools Client install for Oracle Database

Software and Infrastructure – PSEM

• PeopleSoft Environment Management (PSEM) Framework

(Optional as of PT8.54, Not used for Maintenance History

as of PT8.53).

• PSEM Agents are set up on PeopleSoft servers to crawl the disks

looking for PeopleSoft installations. The PSEM Agents listen on a

pre-defined port for requests to shut down, perform a “re crawl”, or

to deploy new SQR’s, COBOL’s etc... from the Change Assistant to

servers.

• PSEM Hub gathers and reports on all of the environment

information that the PSEM Agents send it. PSEM Hub resides on

the web server

• PSEM Viewer is the component that extracts the information from

the PSEM Hub and puts it into an XML file so you can read it with a

browser.

Software and Infrastructure

• PeopleTools > Lifecycle Tools > Update Manager

• Selectively choose maintenance and create a Change Package

for the Change Assistant to apply

• PeopleSoft Change Assistant

• Standalone, Windows based, Java program that applies

PeopleSoft application maintenance, upgrades or patches

Client Implemented Strategy and

Architecture

File/Batch Server

Batch Server

App. Engine

Dist. Agent

PSQCKSRV

PSQRYSRV

PSSAMSRV

PSAPPSRV

WSL WSH

PS Messaging services

Application Server

File Server

PSHOME1

PSHOME2

Application ServerDatabase Server

Database SQL

Web Server,

Report Repository

Web Server

server

Servlet

Engine

Gateway

Report

Repository

Secure Enterprise

Search Server

Oracle

Database

Web Server

server

Servlet

Engine

Gateway

Oracle Middleware

Oracle s Virtual Box

PeopleSoft Update Image

Oracle

Database

Oracle Middleware

httpsWeb Server

server

Servlet

Engine

Gateway

File Server

PSHOME1

Change Assistant

Environment HUB Agent

Oracle Database Client

PeopleSoft VBox Client

Environment HUBEnvironment HUB AgentEnvironment HUB Agent

Environment HUB Agent

Strategy and Architecture

Strategy and Architecture – PSEM

• Minimize use of PeopleSoft Environment

Management (PSEM) Framework.

• PSEM file distribution (“file copy”) has poor performance

• Issues with PSEM are difficult to troubleshoot. Various

cache directories in Change Assistant Hubs and Agents

need to be deleted to “reset” PSEM to crawl correctly

• Environment PSEM Strategy

• Deploy main environment HUB on Web Server

• Deploy HUB agents only on Database, File and Batch

Servers. NOTE: Each agent must be giving a unique port

assignment within all HUB Agents

• Use File Comparison Utility to Sync PS_HOME,

PS_APP_HOME directories on different servers.

Strategy and Architecture – PSEMPSEM Agent Configuration

D:\PS\pt8.55.02\PSEMAgent\envmetadata\config\configuration.properti

#hubURL= this is the host and port the agents talk to

hubURL=http://domain.com:5010/PSEMHUB/hub

agentport=5283

windowsdrivestocrawl=c:|d:

Start/Stop the PSEM Agent

Double-Click D:\PS\pt8.55.02\PSEMAgent\StartAgent.bat or

StopAgent.bat

Recrawl for Environments

StartAgent.bat recrawl

Update Environment Viewer

D:\PS\ptfin\PSEMViewer\GetEnvInfo.bat

Strategy and Architecture - PSEM Cache Issues

E-PUM: How to Refresh and CleanUp the Environment

Management Hub on a PUM IMAGE (PSEMHUB) (Doc ID 1635628.1)

The Global Customer Support group has also identified the following

situations in which you should perform the following steps to refresh and

cleanup the Environment Management Hub (PSEMHUB) data. This is

similar to clearing cache. This list is not complete, however, it covers the

most common reasons the cleanup should be done.

1) After applying a Maintenance Pack (MP). MPs deliver a…

2) After applying a PeopleTools patch. Older PeopleTools…

3) If you are receiving a warning for most file deploys or during the…

4) Change Assistant may hang on re-Validation if the…

5) Change Assistant is reporting that you need to apply…

6) Java errors may occur when running jobs in Change Assistant…

7) After power outages, sometimes Change Assistant will not restart.

8) If following message appear in PSEMAgent log or console…

9) If an upgrade has…

Strategy and Architecture - Environment HUB Cache Issues

Cache Directories & Files (PT8.53)Change Assistant - D:\Program Files (x86)\PeopleSoft\Change

Assistant…“

HUB Agent - PS_HOME & "\PSEMAgent…“

HUB Viewer - PS_HOME & "\PSEMViewer…“

Web Server - PS_HOME & "\PSEMHUB.war\…“

Common Directories and Files

“…\envmetadata\PersistentStorage"

“…\envmetadata\scratchpad"

“…\envmetadata\transactions"

“…\envmetadata\data\ids"

“…\envmetadata\data\state.dat"

“…\envmetadata\data\search-results.xml“

HUB Agent Only - “…\envmetadata\psem”

Web Server Only - “…\envmetadata\proxies

Strategy and Architecture - Oracle VM Virtual Box

• Download and Oracle VM Virtual Box

• Install Oracle VM Virtual Box on a physical server or

workstation

• Download PeopleSoft Update Image files

• Import the PeopleSoft Update Image

• Start the Virtual Machine, fill in prompted information

• User ID and Passwords

• IP Addresses, Netmask, Gateway, DNS Server, Hostname

• Connect ID and Password must be the same as other

environments

• Login to Virtual Machine PIA

• Specify Distribution Node name for Process Scheduler

Server Definition

Strategy and Architecture - Oracle VM Virtual Box

• Accessing VirtualBox and Your VM from Another

Host (i.e. Network Accessible). Not recommended

by Oracle due to performance concerns.

Strategy and Architecture - Installation on File/Batch Server

• Install Oracle Client (Administrator)

• Software is provided within Virtual Machine

• Install Oracle SQL Developer

• 32/64 bit version must match Oracle Client 32/64 bit

• Install PeopleSoft Client

• Software is provided within Virtual Machine

• Database=Oracle, license code=Oracle, Unicode Database

• Specify a PS_HOME directory separate from standard

home such as PS_HOME=D:\PS\pt85#ora,

Description=PeopleTools Client 8.5# Oracle

Strategy and Architecture - Installation on File/Batch Server

• Install Change Assistant

• Create Required CA directories

• Staging=D:\PS\ca\staging

• Output=D:\PS\ca\output

• Download=D:\PS\ca\download

• Map PeopleSoft Update Manager Directory

• \\Virtual Machine IP Address\pi_home

PUM Deploymentusing the Change Assistant Wizard

PUM Deployment – Migration Path

(5) Retrofit and Unit-Test

affected Customizations,

Test/QA

FMSTSTDevelopment

FMSDEV

Maintenance(1) Install Virtual

Machine

FMSVBX

Development

Backup

FMSDEV2

FMSDMO

Define Change Package

Apply Maintenance

Production

FMSPRD

Define New

Change Package

Apply Maintenance

Move to

Production

PUM Deployment – Change Assistant Configuration

• Start the Agents

• Crawl for Environments

• Check Environment Viewer to confirm environments

are found, Database, Batch Server, File Server, Web

Server

PUM Deployment – Apply Maintenance

• Start the Change Assistant

• Select the Change Assistant Wizard

• Select Action “Update Manager”

General Options

PUM Source

PUM Source Configuration

EM (Environment Management) Hub

Note: Drives to Crawl must also contain the location for the database

Query Tool

Additional

Select Task – Validate Change Assistant EMF Settings

Warning Message is expected. Insure EM Agent is

running on target server PS_HOME/PS_APP_HOME file

directories to be updated

PUM Deployment – CA Define a New Change Package

Define a New Change Package

• PUM Source Database = HR92U016 (Image 16 OVA)

• Click Button to be transferred to PIA

Login to PIA

Lifecycle Tools > Update Manager > Define Change Package

PUM Deployment – Define Change Package

Select All Updates Not Applied

Complete List of Bug Fixes will be Displayed

Return to the Change Assistant for Packaging

Select the Change Package

Initial Pass

Questions?

SpearMC Online Resources

• SpearMC online Tools & Resources can be

found at www.spearmc.com

SpearMC Sessions at COLLABORATE 16

• Extending PeopleSoft WorkCenters to your Supplier

Partners

Session ID: 101540

Date: Wednesday, April 13, 2016

Time: 9:15 AM–10:15 AM

• PeopleSoft 9.2 Financials Multi-Currency Best

Practices and Real-Life Examples

Session ID: 101540

Date: Wednesday, April 13, 2016

Time: 4:15 PM–5:15 PM

13-Apr-16 Wed 9:15 AM–10:15 AM Ron Minihan & Randy Johnson Surf C Extending PeopleSoft WorkCenters to your Supplier Partners

13-Apr-16 Wed 4:15 PM–5:15 PM Millie Babicz Surf B PeopleSoft 9.2 Financials Multi-Currency Best Practices and Real-Life Examples

Thank You.

Quest is the home for PeopleSoft and JD Edwards Users

Visit the Quest International Users Group

Booth #323

■ Let us show you how to leverage the Quest community to maximize your ERP investment

■ Receive your personalized Quest Activation Plan & learn how to make the most of your membership

■ Plus, find out more about our upcoming events PeopleSoft RECONNECT (July 19-21) and JD Edwards INFOCUS (August 8-10)

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