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Fast Track PUM Implementation Strategy and Architecture
Prepared by:
Leslie McConnell, Director – Enterprise Applications
David Pigman, Technical Architect
SpearMC Consulting
Session ID#: 102730
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Please:
Table of Contents
■ About SpearMC and Your Presenter
■ PUM Overview
■ PUM Software and Infrastructure
■ Client Implemented Strategy and Architecture
■ PUM Deployment using the Change Assistant Wizard
■ Resources
About SpearMC and Your Presenter
© 2015 SpearMC Consulting
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
ERP Architecture and Application Development
Project and Program Management (PMO)
Change Management
ERP Training
Mobile Technology
About SpearMC
© 2015 SpearMC Consulting
We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.
Regional offices in Chicago, Denver, Oklahoma City, Seattle and San Francisco
About SpearMC
Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.
© 2015 SpearMC Consulting
Industry focus areas include:
Energy
Transportation
Healthcare/Biotech
Government
Media/Technology
Consumer Products
Financial Services
Higher Education
About SpearMC
© 2015 SpearMC Consulting
Oracle Gold Partner since 2008:
Gold Level Partner
PeopleSoft Specialization
Applications Reseller
Hardware Reseller
About SpearMC
© 2015 SpearMC Consulting
Technology and Business Consulting
Full-service ERP and BI Selection, Implementation and Integration
o PeopleSoft
o JD Edwards
o Oracle EBS
o Hyperion
o Dynamics AX
ERP Training
IT Transformation and Strategy
Infrastructure and Architecture
ERP Application Development
Capability Assessment
Services and Competencies
© 2015 SpearMC Consulting
Program and Project Management
Business Transformation
Project Management Office
Project Portfolio Management
Change Management
Operations Improvement (Six Sigma, Lean)
CIO and CTO Advisory Services
Strategy for Pricing and Revenue Enhancement
Services and Competencies
© 2015 SpearMC Consulting
Project/Fixed Bid Work
Contingent Workers
Temp-to-Perm
Permanent Placement
BPO (Finance / Accounting)
BPO (IT / ERP Operations)
BPO (PMO Office)
RPO (IT / ERP Recruiting)
Services and Competencies
© 2015 SpearMC Consulting
Certifications and Specializations
CPA, PMP, Six Sigma, APICs, SCRUM Master
Lean Six Sigma, Lean Manufacturing
Global ERP Transformation, Supply Chain, Strategy and Continuous Improvement
PeopleSoft Financial Management (FMS)
PeopleSoft Human Capital Management (HCM)
PeopleTools Technology
People and Workforce
Your Presenter
David PigmanTechnical [email protected] x804www.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
© 2015 SpearMC Consulting
PUM Overview
© 2014 SpearMC Consulting
© 2015 SpearMC Consulting
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
year.
• 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.
© 2015 SpearMC Consulting
PUM Software and Infrastructure
© 2014 SpearMC Consulting
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
© 2015 SpearMC Consulting
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.
© 2015 SpearMC Consulting
Software and Infrastructure
• 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
© 2015 SpearMC Consulting
Client Implemented Strategy and Architecture
© 2014 SpearMC Consulting
File/Batch Server
Batch Server
App. Engine
Dist. Agent
COBOL
SQR
BBL
PSQCKSRV
PSQRYSRV
PSSAMSRV
JSL
PSAPPSRV
WSL WSH
JSH
PS Messaging services
Application Server
File Server
PSHOME1
PSHOME2
Application ServerDatabase Server
Database SQL
Web Server,
Report Repository
Web Server
http
server
Servlet
Engine
Gateway
Report
Repository
Secure Enterprise
Search Server
Oracle
Database
Web Server
http
server
Servlet
Engine
Gateway
Oracle Middleware
Oracle s Virtual Box
PeopleSoft Update Image
Oracle
Database
Oracle Middleware
httpsWeb Server
http
server
Servlet
Engine
Gateway
SQL
File Server
PSHOME1
Change Assistant
Environment HUB Agent
Oracle Database Client
PeopleSoft VBox Client
Environment HUBEnvironment HUB AgentEnvironment HUB Agent
Environment HUB Agent
Environment HUB Agent
Strategy and Architecture
© 2015 SpearMC Consulting
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.
© 2015 SpearMC Consulting
Strategy and Architecture – PSEM
PSEM Agent Configuration
D:\PS\pt853\PSEMAgent\envmetadata\config\configuration.properties
#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\ptfin\PSEMAgent\StartAgent.bat or StopAgent.bat
Recrawl for Environments
StartAgent.bat recrawl
Update Environment Viewer
D:\PS\ptfin\PSEMViewer\GetEnvInfo.bat
© 2015 SpearMC Consulting
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…
© 2015 SpearMC Consulting
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
© 2015 SpearMC Consulting
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
© 2015 SpearMC Consulting
Strategy and Architecture - Oracle VM Virtual Box
© 2015 SpearMC Consulting
• Accessing VirtualBox and Your VM from Another
Host (i.e. Network Accessible). Not recommended
by Oracle due to performance concerns.
(Optional, not supported) Convert Update Image to VMWare ESX for bare metal virtual server
• Download PeopleSoft Update Image files
• Create a new Virtual Machine with no disks
• OS: Other Linux (64-bit)
• At least 2 vCPU, one core, 8gb memory
• Intel E1000 Network Card
• Upload 5 VMDK files into the VM folder
• Use vmkfstools to convert the VMDK files
• First disk “thin”
• All other disks “lsilogic”
• Had to manually edit all disks other than one to force
to lsilogic
© 2015 SpearMC Consulting
(Optional, not supported) Convert Update Image to VMWare ESX for bare metal virtual server
• First Disk
vmkfstools.pl --server 192.168.168.26 -i "/vmfs/volumes/datastore SSD/FSCMDB-SES-853-12/FSCMDB-SES-853-12-disk1.vmdk" "/vmfs/volumes/datastore SSD/FSCMDB-SES-853-12/FSCMDB-SES-853-12-d1.vmdk" -d thin
• All Other Disks - lsilogic
vmkfstools.pl --server 192.168.168.26 -i "/vmfs/volumes/datastore SSD/FSCMDB-SES-853-12/FSCMDB-SES-853-12-disk2.vmdk" "/vmfs/volumes/datastore SSD/FSCMDB-SES-853-12/FSCMDB-SES-853-12-d2.vmdk" -d thin -a lsilogic
© 2015 SpearMC Consulting
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
© 2015 SpearMC Consulting
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
© 2015 SpearMC Consulting
PUM Deploymentusing the Change Assistant Wizard
© 2014 SpearMC Consulting
PUM Deployment – Migration Path
(5) Retrofit and Unit-Test
affected Customizations,
Test/QA
FMSTSTDevelopment
FMSDEV
(2)
Apply
Maintenance(1) Install Virtual
Machine
FMSVBX
Development
Backup
FMSDEV2
FMSDMO
(4)
Define Change Package
Apply Maintenance
Production
FMSPRD
(7)
Define New
Change Package
Apply Maintenance
(8)
Move to
Production
© 2015 SpearMC Consulting
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
© 2015 SpearMC Consulting
PUM Deployment – Change Assistant Configuration
• Start the Change Assistant
• Select the Change Assistant Wizard
• Select Action “Update Manager”
© 2015 SpearMC Consulting
PUM Deployment – Change Assistant Configuration
General Options
© 2015 SpearMC Consulting
PUM Deployment – Change Assistant Configuration
Server Options
Note: Drives to Crawl must also contain the location for the database
Query Tool
© 2015 SpearMC Consulting
PUM Deployment – CA Define a New Change Package
Server Options
Note: Drives to Crawl must also contain the location for the database
Query Tool
© 2015 SpearMC Consulting
PUM Deployment – CA Define a New Change Package
Define a New Change Package
Patch Target = DEMO (Installed DEMO)
© 2015 SpearMC Consulting
PUM Deployment – CA Define a New Change Package
Patching Target Database Information
Patching Source Database Information
© 2015 SpearMC Consulting
PUM Deployment – CA Define a New Change Package
Search and Select Patch
© 2015 SpearMC Consulting
PUM Deployment – Define Change Package
Lifecycle Tools > Update Manager > Define Change Package
© 2015 SpearMC Consulting
PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
Questions?
© 2014 SpearMC Consulting
SpearMC Tools & Resources
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Session ID#: 102730
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