Fast Track PUM

Implementation Strategy and

Architecture

Session ID: 101430

Prepared by:

David Pigman, SpearMC Consulting

Andrew Jackson, Seattle Cancer Care Alliance

@SpearMC
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

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About Us

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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

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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

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 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

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 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.

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About SpearMC

Each member of our Leadership Team

leverages over 20 years of experience
in Technology, Financial and Business
Transformation.

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About SpearMC

Oracle Gold Partner since 2008:

 PeopleSoft Specialization  Applications Reseller
 Hardware Reseller

IBM Advanced Partner:

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PUM Overview.

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 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. 11

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 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. 12

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PUM Software and Infrastructure

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 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 14

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 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 a15
browser.

© 2015 SpearMC Consulting

 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

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Client Implemented Strategy and
Architecture

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 Strategy and Architecture
Database Server File/Batch Server Application Server Web Server,
Report Repository
Environment HUB Agent Change Assistant Environment HUB Agent
Environment HUB Agent Environment HUB
Oracle Database Client
Database SQL PeopleSoft VBox Client Application Server
PS Messaging services Web Server
PSSAMSRV http Servlet
Batch Server server Engine Report
PSQRYSRV Repository
App. Engine
PSQCKSRV Gateway
Oracle s Virtual Box SQR
SQL PSAPPSRV
PeopleSoft Update Image COBOL

Dist. Agent JSL JSH

Environment HUB Agent
WSL WSH

BBL https Secure Enterprise

Web Server File Server
http Servlet PSHOME1
Search Server
server Engine
Oracle PSHOME2
Environment HUB Agent
Database Gateway

Web Server
Oracle Middleware Servlet
http
server Engine

File Server Gateway Oracle

PSHOME1 Database

Oracle Middleware

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© 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. 19

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 Strategy and Architecture – PSEM
PSEM Agent Configuration
D:\PS\pt8.55.02\PSEMAgent\envmetadata\config\configuration.properti
es
#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 20

D:\PS\ptfin\PSEMViewer\GetEnvInfo.bat
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 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… 21

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” 22

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 23

Server Definition

© 2015 SpearMC Consulting

 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.

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 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

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© 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

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© 2015 SpearMC Consulting

PUM Deployment
using the Change Assistant Wizard

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 PUM Deployment – Migration Path

(2)
(1) Install Virtual Apply Development
Machine Maintenance FMSDMO Backup
FMSVBX FMSDEV2

(4)
Define Change Package
Apply Maintenance

(7)
(8)
Define New
Move to
Development Change Package Test/QA Production
Production
FMSDEV Apply Maintenance FMSTST FMSPRD

(5) Retrofit and Unit-Test

affected Customizations,
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© 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

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© 2015 SpearMC Consulting

 PUM Deployment – Apply Maintenance

• Start the Change Assistant

• Select the Change Assistant Wizard
• Select Action “Update Manager”

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 PUM Deployment – Change Assistant Configuration

General Options

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 PUM Deployment – Change Assistant Configuration

PUM Source

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 PUM Deployment – Change Assistant Configuration

PUM Source Configuration

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 PUM Deployment – Change Assistant Configuration

PUM Source Configuration

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© 2015 SpearMC Consulting

 PUM Deployment – Change Assistant Configuration

EM (Environment Management) Hub

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

© 2015 SpearMC Consulting

 PUM Deployment – Change Assistant Configuration

Additional

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 PUM Deployment – Change Assistant Configuration

Select Task – Validate Change Assistant EMF Settings

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© 2015 SpearMC Consulting

 PUM Deployment – Change Assistant Configuration

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
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© 2015 SpearMC Consulting

 PUM Deployment – CA Define a New Change Package

Define a New Change Package

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© 2015 SpearMC Consulting

 PUM Deployment – CA Define a New Change Package

• PUM Source Database = HR92U016 (Image 16 OVA)

• Click Button to be transferred to PIA

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© 2015 SpearMC Consulting

 PUM Deployment – CA Define a New Change Package

Login to PIA

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© 2015 SpearMC Consulting

 PUM Deployment – CA Define a New Change Package

Lifecycle Tools > Update Manager > Define Change Package

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 PUM Deployment – Define Change Package

Select All Updates Not Applied

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© 2015 SpearMC Consulting

 PUM Deployment – Define Change Package

Complete List of Bug Fixes will be Displayed

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© 2015 SpearMC Consulting

 PUM Deployment – Define Change Package

Return to the Change Assistant for Packaging

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 PUM Deployment – Define Change Package

Select the Change Package

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 PUM Deployment – Define Change Package

Initial Pass

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 PUM Deployment – Define Change Package

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© 2015 SpearMC Consulting

 PUM Deployment – Define Change Package

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© 2015 SpearMC Consulting

 PUM Deployment – Define Change Package

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© 2015 SpearMC Consulting

Questions?

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SpearMC Online Resources

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SpearMC Online Resources

• SpearMC online Tools & Resources can be

found at www.spearmc.com

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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

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

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Thank You.

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Booth #323

■ Let us show you how to leverage the Quest community to

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■ Receive your personalized Quest Activation Plan & learn

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■ Plus, find out more about our upcoming events PeopleSoft

RECONNECT (July 19-21) and JD Edwards INFOCUS
(August 8-10)

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