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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
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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
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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
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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.
About SpearMC
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Oracle Gold Partner since 2008: PeopleSoft Specialization Applications Reseller
Hardware Reseller
IBM Advanced Partner:
PUM Overview.
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© 2015 SpearMC Consulting
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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.
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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.
© 2015 SpearMC Consulting
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
© 2015 SpearMC Consulting
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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 a
browser.
© 2015 SpearMC Consulting
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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
© 2015 SpearMC Consulting
Client Implemented Strategy and
Architecture
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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
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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
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Strategy and Architecture – PSEMPSEM 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
D:\PS\ptfin\PSEMViewer\GetEnvInfo.bat
© 2015 SpearMC Consulting
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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…
9) If an upgrade has…
© 2015 SpearMC Consulting
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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
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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
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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.
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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
© 2015 SpearMC Consulting
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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
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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
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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
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PUM Deployment – Apply Maintenance
• Start the Change Assistant
• Select the Change Assistant Wizard
• Select Action “Update Manager”
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
General Options
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
PUM Source
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
PUM Source Configuration
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
PUM Source Configuration
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
EM (Environment Management) Hub
© 2015 SpearMC Consulting
Note: Drives to Crawl must also contain the location for the database
Query Tool
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PUM Deployment – Change Assistant Configuration
Additional
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
Select Task – Validate Change Assistant EMF Settings
© 2015 SpearMC Consulting
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PUM Deployment – Change Assistant Configuration
Select Task – Validate Change Assistant EMF Settings
© 2015 SpearMC Consulting
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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PUM Deployment – CA Define a New Change Package
Define a New Change Package
© 2015 SpearMC Consulting
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PUM Deployment – CA Define a New Change Package
• PUM Source Database = HR92U016 (Image 16 OVA)
• Click Button to be transferred to PIA
© 2015 SpearMC Consulting
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PUM Deployment – CA Define a New Change Package
Login to PIA
© 2015 SpearMC Consulting
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PUM Deployment – CA Define a New Change Package
Lifecycle Tools > Update Manager > Define Change Package
© 2015 SpearMC Consulting
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PUM Deployment – Define Change Package
Select All Updates Not Applied
© 2015 SpearMC Consulting
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PUM Deployment – Define Change Package
Complete List of Bug Fixes will be Displayed
© 2015 SpearMC Consulting
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PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
Return to the Change Assistant for Packaging
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PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
Select the Change Package
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PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
Initial Pass
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PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
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PUM Deployment – Define Change Package
© 2015 SpearMC Consulting
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PUM Deployment – Define Change Package
© 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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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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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.
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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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