Fast Track PUM Implementation Strategy and Architecture

Transcription

1 Fast Track PUM Implementation Strategy and Architecture Session ID#: Prepared by: Leslie McConnell, Director Enterprise Applications David Pigman, Technical Architect SpearMC Consulting REMINDER Check in on the COLLABORATE mobile app

2 Administrative Notes Please: Silence Audible Devices Note Fire Exits Partake of Refreshments Note Quest Staffers (green shirts) and Room Monitors Complete Feedback Form Ask Questions

3 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

4 About SpearMC and Your Presenter

5 About SpearMC 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

6 About SpearMC Regional offices in Chicago, Denver, Oklahoma City, 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.

7 About SpearMC Industry focus areas include: Energy Transportation Healthcare/Biotech Government Media/Technology Consumer Products Financial Services Higher Education

8 About SpearMC Oracle Gold Partner since 2008: Gold Level Partner PeopleSoft Specialization Applications Reseller Hardware Reseller

9 Services and Competencies Technology and Business Consulting Full-service ERP and BI Selection, Implementation and Integration o o o o o PeopleSoft JD Edwards Oracle EBS Hyperion Dynamics AX ERP Training IT Transformation and Strategy Infrastructure and Architecture ERP Application Development Capability Assessment

10 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

11 Services and Competencies 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)

12 People and Workforce 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

13 Your Presenter David Pigman Technical Architect 866-SPEARMC x804 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

14 PUM Overview 2014 SpearMC Consulting

15 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.

16 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.

17 PUM Software and Infrastructure 2014 SpearMC Consulting

18 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

19 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.

20 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

21 Client Implemented Strategy and Architecture 2014 SpearMC Consulting

22 Strategy and Architecture Database Server Environment HUB Agent Database SQL File/Batch Server Change Assistant Environment HUB Agent Oracle Database Client PeopleSoft VBox Client Application Server Environment HUB Agent Application Server PS Messaging services Web Server, Report Repository Environment HUB Web Server SQL Oracle s Virtual Box PeopleSoft Update Image Environment HUB Agent Batch Server App. Engine SQR COBOL Dist. Agent PSSAMSRV PSQRYSRV PSQCKSRV PSAPPSRV JSL JSH WSL WSH http server Gateway Servlet Engine Report Repository Oracle Database Web Server http server Gateway Servlet Engine File Server PSHOME1 PSHOME2 BBL https Secure Enterprise Search Server Environment HUB Agent Oracle Middleware Web Server http server Servlet Engine File Server PSHOME1 Gateway Oracle Database Oracle Middleware

23 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.

24 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= 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

25 Strategy and Architecture - PSEM Cache Issues E-PUM: How to Refresh and CleanUp the Environment Management Hub on a PUM IMAGE (PSEMHUB) (Doc ID ) 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

26 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

27 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

28 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.

29 (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

30 (Optional, not supported) Convert Update Image to VMWare ESX for bare metal virtual server First Disk vmkfstools.pl --server i "/vmfs/volumes/datastore SSD/FSCMDB-SES /FSCMDB-SES disk1.vmdk" "/vmfs/volumes/datastore SSD/FSCMDB-SES /FSCMDB-SES d1.vmdk" -d thin All Other Disks - lsilogic vmkfstools.pl --server i "/vmfs/volumes/datastore SSD/FSCMDB-SES /FSCMDB-SES disk2.vmdk" "/vmfs/volumes/datastore SSD/FSCMDB-SES /FSCMDB-SES d2.vmdk" -d thin -a lsilogic

31 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

32 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

33 PUM Deployment using the Change Assistant Wizard 2014 SpearMC Consulting

34 PUM Deployment Migration Path (1) Install Virtual Machine FMSVBX (2) Apply Maintenance FMSDMO Development Backup FMSDEV2 (4) Define Change Package Apply Maintenance Development FMSDEV (7) Define New Change Package Apply Maintenance Test/QA FMSTST (8) Move to Production Production FMSPRD (5) Retrofit and Unit-Test affected Customizations,

35 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

36 PUM Deployment Change Assistant Configuration Start the Change Assistant Select the Change Assistant Wizard Select Action Update Manager

37 PUM Deployment Change Assistant Configuration General Options

38 PUM Deployment Change Assistant Configuration Server Options Note: Drives to Crawl must also contain the location for the database Query Tool

39 PUM Deployment CA Define a New Change Package Server Options Note: Drives to Crawl must also contain the location for the database Query Tool

40 PUM Deployment CA Define a New Change Package Define a New Change Package Patch Target = DEMO (Installed DEMO)

41 PUM Deployment CA Define a New Change Package Patching Target Database Information Patching Source Database Information

42 PUM Deployment CA Define a New Change Package Search and Select Patch

43 PUM Deployment Define Change Package Lifecycle Tools > Update Manager > Define Change Package

44 PUM Deployment Define Change Package

45 PUM Deployment Define Change Package

46 PUM Deployment Define Change Package

47 PUM Deployment Define Change Package

48 Questions? 2014 SpearMC Consulting

49 SpearMC Tools & Resources

50 Please complete the session evaluation We appreciate your feedback and insight Session ID#:

51 Quest is the home for PeopleSoft and JD Edwards Users 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 20 th year of success you might just win a special Questthemed bottle of Kentucky bourbon!