PeopleSoft Update Manager (PUM)

Experiences from the Field Roblyn Brand

Onshore Remote Services Manager HyperGen, Inc.

About HyperGen, Inc.

• Founded in 1992 • PeopleSoft Practice Since 1997 • Services Include:

• Onshore Remote Services Lab

• Upgrade Lab

• PeopleSoft & Database Administration

• Business Analysis

• Custom Development

• Help Desk and Technical Support

• Data Migration

• Functional & Technical Documentation

• IT Recruitment

• ERP Technical & Functional Consulting

What is the PUM?

New(and only) Lifecycle Management for PeopleSoft Application version 9.2

Incorporates Change Assistant

Environment Management Framework

PeopleSoft VirtualBox Image

Uses PIA application

Change Assistant

Windows based standalone application

Used for applying updates or upgrading a PeopleSoft system since ptools 8.44

Integrates with EMF and PUM

Uses Change Packager

Environment Management Framework (EMF)

Validates any given PeopleSoft environment EMHUB/EMAgents

GUIDs

File Deployment

PeopleSoft Update Image

One image per application Oracle Enterprise Linux OS

Oracle Database

Full application environment

Master source environment

Cumulative

Types of Updates

PeopleSoft Update Image (PI) Delivered on regular schedule Cumulative

PeopleSoft Release Patchset (PRP) Delivered between PI releases

Tax Updates Can only be applied to most recent PI English only

Multi-lingual in next PI Proof of Concept Patch (POC)

Applied outside of PI or PUM Single customer password-protected

Considered customization

Advantages

Create custom change package based on selected update(s) Pre/post requisites

Apply 1 change package instead of multiple bundles/maintenance packs

Can include customizations during Move to Production Pass

Maintenance Strategies

Proactive Regularly download PI when released Apply all fixes

Selective Regularly download PI Apply only updates related to business

Reactive Download current PI and check for

released fixes Only apply fixes when issues encountered

Proactive Strategy

PROS CONS

Application on same version as Oracle Support Requires most time, resources, planning and testing

Newer updates easier to apply Less pre-requisites

Greatest impact on application

Selective Strategy

PROS CONS

Smaller scope/less impact than proactive strategy One fix could have 150+ associated pre/post requisite fixes

Select specific updates based search criteria options

Can better schedule application maintenance Business users may consider maintenance schedule unpredictable

Reactive Strategy

PROS CONS

Smallest in scale/impact One fix could have 150+ associated pre/post requisite fixes

Inconvenience to users

Requirements

Hardware Separate machine

Oracle’s Virtual Box or VM Ware Dual core CPU 4 GB RAM 150 GB free disk space

FSCM PI9 36 GB zipped/71 GB unzipped Same LAN network as target, development, test and

production environments

Software 9.2 application or higher

What’s new with ptools 8.54 version of PUM/Change Assistant

No longer required to have EMHUB running Application 9.2 + only File deployment optional (all applications)

Apply ptools patch through Change Assistant PUM share drive contains

Oracle 12c client (32bit & 64bit) Ptools 8.54.xx pshome Ptools 8.53.13 pshome

Working with the PUM

1. Install Oracle 12c clients 2. Copy tnsnames entry for PUM database to local

client installs 3. Uninstall CA version from previous PUM 4. Install CA version from PUM (if newer) 5. Use pshome from PUM (if newer)

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Invalid views One update indentified:

241 invalid views in DEMO 31,000 + invalid views in DEV Version

New step in all ptools 8.54 CA templates Classic, Enhanced, Report Only modes

Gotcha’s

Oracle Support now asks which PUM image you are on Initially seemed to expect all fixes were up to date Some fixes are difficult to pull out individually

Q & A

Thank you for coming!

For additional information, please

visit our website @

https://www.hypergeninc.com/

Please remember to complete session and overall meeting evaluations