Fast Track PUM Implementation Strategy and Architecture · Fast Track PUM Implementation Strategy and Architecture Prepared by: Leslie McConnell, Director –Enterprise Applications

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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

• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts) and

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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


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.


Industry focus areas include:

Energy

Transportation

Healthcare/Biotech

Government

Media/Technology

Consumer Products

Financial Services

Higher Education

About SpearMC


Oracle Gold Partner since 2008:

Gold Level Partner

PeopleSoft Specialization

Applications Reseller

Hardware Reseller

About SpearMC


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


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



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)



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


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

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.


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

• 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

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



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 – 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


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.

(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


(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


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

(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


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



• Start the Change Assistant

• Select the Change Assistant Wizard

• Select Action “Update Manager”



General Options



Server Options

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

Query Tool


PUM Deployment – CA Define a New Change Package

Server Options

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

Query Tool



Define a New Change Package

Patch Target = DEMO (Installed DEMO)



Patching Target Database Information

Patching Source Database Information



Search and Select Patch


PUM Deployment – Define Change Package

Lifecycle Tools > Update Manager > Define Change Package










Questions?


SpearMC Tools & Resources

Please complete the session evaluationWe appreciate your feedback and insight

Session ID#: 102730

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Fast Track PUM Implementation Strategy and Architecture · Fast Track PUM Implementation Strategy and Architecture Prepared by: Leslie McConnell, Director –Enterprise Applications