View
216
Download
0
Tags:
Embed Size (px)
Citation preview
Application Maintenance – Tips and Tricks for
Keeping Your Application Current
October 8, 2004 @ 9:30 AMUSM Regional PeopleSoft Conference
Cumberland, Maryland
Session Overview
This session will cover the following areas: Tips and tricks for searching customer
connection for patches and fixes Tips and tricks for applying patches and
fixes Developing a maintenance schedule for
applying patches and fixes (Financials and HR/SA)
Introduction to Change Assistant (new to PeopleTools 8.44 or higher)
Searching Customer Connection
How to Find What I’m Looking For?1. Login to customer connection2. Select Updates and Fixes3. Select Apply to Release4. Under Apply to Release
1. Enter the following information:1. Product Line (ex. – Student
Administration)2. Product (ex. – Academic Advisement)3. Release (ex. - 8 SP1)4. Last Posted (ex. > 08/01/2004)
5. Click Search
Applying Patches and Fixes – HR/SA/CR
Before you begin Create the ps_home directory structure on your
C: drive Example – C:\TEMP\PATCHES
Create a copy of the installation document and spreadsheet provided by PS with each patch
Applying Patches and Fixes – HR/SA/CR
1. Apply the first patch to DMO and/or SYS2. Copy the source files from the patch to
your PS_HOME directory under c:\temp\patches
3. Update your custom installation document4. After applying the first patch to the
database: Select File, Save Project As Enter the name of your new custom patch
project (ex. – CSU063004)
Applying Patches and Fixes – HR/SA/CR
1. Apply the next patch to the database2. Again, copy the source files from the
patch to your PS_HOME directory under c:\temp\patches
3. Update your custom installation document4. After applying the second patch, open the
custom project (CSU063004) Merge the second patch into your custom
project File, Merge Projects Enter the patch name and click Insert
5. Repeat steps 2 - 4 for each subsequent patch
Applying Patches and Fixes – HR/SA/CR
After you have installed all the patches and fixes, copy your PS_HOME from the C drive to your file, app, and batch (process scheduler) server for the database you just updated
Compile ALL COBOL programs Compile INAS programs
Applying Patches and Fixes - Financials
PeopleSoft provides Maintenance Packs to keep your system current!
What is a Maintenance Pack?A maintenance pack is a quarterly update provided by PeopleSoft that includes all updates and fixes delivered during a specified timeframe for the entire product line.
Note: Maintenance Packs can only be used if you’ve been patching the entire product!
Maintenance Schedules
Regs Release Schedule
Regs 1 – November
Regs 2 – January Regs 3 – April Regs 4 – June
Tax Updates A – January B – April C – June D – August E – November F & G? -
December
HR/SA/CR
Base maintenance schedule around Financial Aid Regs Releases and Tax Updates
Maintenance Schedules
Financials / Supply Chain Management
Base on delivery dates of maintenance packs:
April July October January
Change Assistant - Overview
Delivered with PeopleTools 8.44 and above Works in conjunction with the EMF
(Environmental Management Framework) Hub
Replaces Upgrade Assistant in PeopleTools 8.46
What is it? From PeopleTools 8.45 PeopleBooks
Single tool for administrators designed to automate the process of installing software patches, updates, and upgrades
Note: Information provided from Change Assistant is only reliable for the most recent PS applications (such as Financials 8.8)
Summary
Patches and Fixes - Tips Download and document patches and fixes
on a “regular” basis Recompile ALL COBOL programs Recompile ALL INAS (FA) programs Run ALL STORExx.DMS scripts Patch the entire application (not just the
licensed modules) Plan for at least one PeopleTools upgrade
per year For SA/HR – upgrade usually required for
Regs release for the next aid year Develop a maintenance schedule
STAY CURRENT!
Questions?
Chris Kennedy Senior Technical Consultant The Cedar Group [email protected]