REMINDER

Check in on the

COLLABORATE mobile app

PeopleSoft Environment Cloning Automation

Prepared by:

David Pigman

Technical Architect

SpearMC Consulting

Session ID#: 102720

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

Room Monitors• Complete Feedback Form• Ask Questions

Administrative Notes

Please:

Table of Contents

■ About SpearMC and Your Presenter

■ 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

About SpearMC

A decade of sustained and focused growth.

© 2015 SpearMC Consulting

Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.

About SpearMC

© 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

Services and Competencies.

© 2015 SpearMC Consulting

© 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

Methods and Tools.

© 2015 SpearMC Consulting

© 2015 SpearMC Consulting

Needs Analysis Assess Staffing Requirements

IT Strategy and Transformation

ERP Selection and Integration

Business Transformation

Project Management

Complement Existing Expertise

Capability Assessment

Methods and Tools

© 2015 SpearMC Consulting

Continuous Improvement

Six Sigma and Lean

Agile Project Management Techniques

Change Management

Tools, best practices and proven management techniques include:

Methods and Tools

People and Workforce.

© 2015 SpearMC Consulting

© 2015 SpearMC Consulting

Our consulting specialists and network of business analysts, technical leads and project managers combine technical specialization, industry experience, and operations improvement best practices custom-tailored for the job at hand.

People and Workforce

© 2015 SpearMC Consulting

Continuous Learning Regular attendance at trainings and seminars

Knowledge Sharing Presenting at local and national levels

o Oracle Open World

o Quest Collaborate

o PeopleSoft ReConnect

People and Workforce

o JDEdwards InFocus

o Regional User Groups

o SpearMC Road Shows

© 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

© 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)

People and Workforce

Our Proposition.

© 2015 SpearMC Consulting

© 2015 SpearMC Consulting

Industry Expertise

SpearMC offers deep knowledge of ERP systems and

integration, IT strategy and operational improvements.

Let us help you improve the operating and financial

performance of your investments.

Our Proposition

© 2015 SpearMC Consulting

Staffing for IT and Business Transformation

Supplement, complement, enhance, or expand your

portfolio of skills and experiences with SpearMC

resources fast and effectively.

Our Proposition

© 2015 SpearMC Consulting

Outsource Project Management

Flawless execution with a focus on business process

redesign and continuous business improvement.

Our Proposition

Your Presenter

David PigmanTechnical Architectdpigman@spearmc.com866-SPEARMC 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

Environment RefreshAutomation

Types of Refreshes

■ DMO – Demonstration to SND - Sandbox

■ PRD – Production (Ad-Hoc) to

▪ TST – Test

▪ DEV – Development

▪ UAT – User Acceptance

■ PRD – Production (Scheduled) to

▪ CLN – Clone

— Refreshed daily to assist with troubleshooting production issues.

Automation

■ Development Tools

▪ VBScript

▪ PowerShell

▪ Countless Scripting Tools

▪ SQL

▪ DOS

■ Guidelines

▪ Use variables in your program instead of hard coding the target

environment and ports. This will save a great deal of time of not

having to maintain numerous individual scripts.

▪ Encrypted Passwords can be used

— Password = '0yEP+Yv1CTyag='

Port Strategy

■ Retaining last two port characters for the same services makes it easy to find and replace all ports on Application Server and Process Scheduler configuration files

Web Profile

■ Web Profiles DEV, TEST and PROD

■ Authentication Domain

▪ Delete row from PSWEBPROFNVP

— where WEBPROFILENAME = [Variable] and PROPERTYNAME =

‘AUTHTOKENDOMAIN’

▪ Insert row into PSWEBPROFNVP

— WEBPROFILENAME = [Variable] / DEV

— PROPERTYNAME = ‘AUTHTOKENDOMAIN’

— PT_PROPVALUE = [Variable] / .domain.com

Web Profile■ Help URL

▪ Update PSWEBPROFNVP

— PT_PROPVALUE = [Variable]

– 'http://docs.oracle.com/cd/E52390_01/fscm92pbr3/eng/index.html'

— where PROPERTYNAME = ‘HELPURL’

Integration Broker Gateway

■ Update PSGATEWAY

▪ CONNURL - 'http://' + @websrv + '.domain.org:' + @httpport +

'/PSIGW/PeopleSoftListeningConnector‘

▪ WHERE CONNGATEWAYID = 'LOCAL'

Integration Broker – Connection Properties

■ Update PSCONNPROP

▪ PROPVALUE - 'http://' + @websrv + '.domain.org:' + @httpport

+ '/PSIGW/PeopleSoftListeningConnector‘

▪ WHERE CONNID = 'PSFTTARGET‘ AND CONNGATEWAYID =

'LOCAL‘ AND PROPNAME = 'URL'

Access Profile

■ Update PSACCESSPRFL

▪ ACCESSPSWD = '0yEP+Yv1CTyag='

REN Server

REN Server■ Delete rows from Tables if Duplicates are Found

▪ PSREN, PSMCFRENURLID, PSRENCLUSTER,

PSRENCLUS_OWNER

■ Insert into or Update PSREN

■ Insert into or Update PSMCFRENURLID

PeopleSoft Options

■ Oracle Help / Environment Information

▪ Update PSOPTIONS

— SYSTEMTYPE = SND, SHORTNAME = FMSSND, LONGNAME =

Sandbox, GUID = ‘ ‘

— F1URL = http://docs.oracle.com/cd/E52390_01/fscm92pbr3/eng/index.html

— CTRLF1URL = http://docs.oracle.com/cd/E52390_01/fscm92pbr3/eng/index.html

Report Repository

■ Report Nodes

▪ UPDATE PS_CDM_DIST_NODE

— SET URL = 'http://' + @websrv + '.domain.org:' + @httpport + '/psreports/' + @sitename

— WINNETWORKPATH = '\\' + @websrv + '\D$\psreports'

— URI_RPT = 'http://' + @websrv + '.domain.org:' + @httpport + '/psc/' +

@sitename +

'/EMPLOYEE/ERP/c/CDM_RPT.CDM_RPT.GBL?Page=CDM_RPT_INDEX&Actio

n=U&CDM_ID='

User Profile

■ Update PSOPRDEFN

▪ E-Mail— EMAILID = dummy_email@domain.com

▪ Prevent Password Expiration for System IDs

— LASTPSWDCHANGE = 2099-12-12

— where OPRID = PTWEBSERVER

▪ Update Password

— OPERPSWD = {1}d/deg1lr2lp6nqtCuA42YhVvFw=

— OPERPSWDSALT = JDRFNlk53fn/GIqdRRERghmQ==

User Assigned Roles - Build SQL with Excel

■ Formulas

▪ Insert/Value Statement

— = "insert into PSROLEUSER values ('" & A2 &"','" & B2 & ",'N'" & ")“

▪ Insert/Select Where not Exists. Prevents Insert Statements from

Failing

— = "insert into PSROLEUSER SELECT '" & A2 & "','" & B2 & "','N'" & "

FROM PS_INSTALLATION WHERE NOT EXISTS (SELECT 'X' FROM

PSROLEUSER RU1 WHERE RU1.ROLEUSER = '" & A2 & "' AND

RU1.ROLENAME = '" & B2 & "' AND RU1.DYNAMIC_SW = " & "'N')"

User Assigned Roles – Backup and Restore

■ Data Mover

▪ Data Mover PSROLEUSER Export

▪ Restore Data Mover IMPORT PSROLEUSER AS XX_ROLEUSER

— Delete or Insert after refresh based on differences

■ DBLink

▪ Save backup of PSROLEUSER to custom XX_ROLEUSER table in

Production with target environment name as primary key

▪ Delete or Insert after refresh based on differences

After Refresh

■ Clear Cache

▪ Shut down all App/Batch/Web/SES services. Clear Cache and start

services

▪ Application Server

▪ Web Server

▪ Batch Server

File Paths and Database Links Configure instead of Hard Code

■ This is a subtitle or bulleted list

Configurable Pages for Database Links

■ Automatically changes references to database links after a refresh

Configurable Pages for Database Links

■ Application Engine Code Reference

■ SQR Code Reference

▪ FROM [$TableDBLNK] TC

%InsertSelect(%Bind(CP_KEYVALUE,NOQUOTES), %Bind(CP_KEYVALUE,NOQUOTES))

FROM %Table(%Bind(CP_KEYVALUE,NOQUOTES)) %Bind(U_DBLINK, NOQUOTES)

Configurable Pages for File Paths

■ Automatically changes file path references after a refresh

▪ Use custom API methods and SQR functions to resolve file paths.

SQL Script ExampleMicrosoft SQL ServerClient Example

■ This is a subtitle or bulleted list

SQL Refresh Script

■ Variables assigned and set in the beginning of program for easier maintenance

▪ Requires one script per refresh PRD – DEV, PRD – TST etc…

SQL Refresh Script

■ Variables assigned and set in the beginning of program for easier maintenance

▪ Requires one script per refresh PRD – DEV, PRD – TST etc…

SQL Refresh Script

■ Variables in use to build refresh statements

Please complete the session evaluationWe appreciate your feedback and insight

Session ID#: 102720

Visit Seth & Dana at the Quest International Users Group

Booth #337

■ 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 how you can join us in celebrating our 20th

year of success – you might just win a special Quest-themed bottle of Kentucky bourbon!

Quest is the home for PeopleSoft and JD Edwards Users