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Complete Guide ToPeopleSoftUpda t e ManagerOctober 2014

Complete Guide to PeopleSoft Update ManagerGet the Full Book NowContact: [email protected] PeopleSoftTutorial.comPage 2 of 22

Complete Guide to PeopleSoft Update ManagerPeopleSoft Tutorialwww.peoplesofttutorial.comCopyright 2014, PeopleSoftTutorial.com and/or its affiliates.All rights reservedAll rights reserved. Except as permitted under the United States Copyright Act of 1976, nopart of this publication may be reproduced, distributed, or transmitted in any form or byany means, including photocopying, recording, or other electronic or mechanical methods,without the prior written permission of the publisher, PeopleSoftTutorial.com.This document is intended for personal use only. The views expressed in this book aresolely those of the author and do not represent the views of any other party or parties.This eBook does not claim ownership to any of the products mentioned and respects theregistered trademarks of respective companies and owners, not including and confined toOracle, Microsoft etc. This book is an independent creation of the author and has beenpublished without license, authorization or participation of Oracle /Microsoft orinformation contained in this work had been obtained by PeopleSoftTutorial.com fromsources believed to be reliable.However, neither PeopleSoftTutorial.com nor its authors guarantee the accuracy orcompleteness of any information published herein and shall not be responsible for anyerrors, omissions, or damage arising from the use of this publication. This work ispublished with the understanding that PeopleSoftTutorial.com and its authors aresupplying information but are not attempting to render engineering or other professionalservices. If such services are required, the assistance of an appropriate professional shouldbe sought.You are permitted to print one copy of this eBook for yourself. You are not allowed todistribute or copy this book in any part.For any inquiries or feedback, send email to [email protected] PeopleSoftTutorial.comPage 3 of 22

Complete Guide to PeopleSoft Update ManagerAboutApurva and Prashant had done several interesting ventures together and it was inDecember 2012 that they decided to start a website on PeopleSoft and relatedtechnologies, which would serve as the go-to place for all the PeopleSoft consultants.They started by putting together thousands of personal notes and how-to guides online atPeopleSoftTutorial.com. Backed by 20 years of combined rich experience working inPeopleSoft and related technologies for multiple clients over several assignments – theirprimary goal was to create material which will find relevance and it was not long beforeappreciations started pouring in.Just in a couple of months, Feb 2013, the site was getting 500 unique visitors every dayand by the end of 2013, daily visits started touching 1000. The site has continued to receivea steady increase in traffic month to month with 30% of the traffic being repeat traffic. Wealso receive 10 comments and inquiries every day related to questions, doubts, issues andtraining on several of PeopleSoft topics.What started as a casual endeavor to help others had turned serious business and drovethem to work even harder on the website – stay relevant and provide the best informationpossible. Though this endeavor took a lot of time out of their personal lives, but there wassatisfaction of giving back to the society and making their life worthwhile.You can also get in touch and join the “The purpose of life is not to be happy. It is to be useful, to be honorable, to becompassionate, to have it make some difference that you have lived and lived well.” ―Ralph Waldo EmersonCopyright PeopleSoftTutorial.comPage 4 of 22

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Complete Guide to PeopleSoft Update ManagerChapter 1 – Overview of PeopleSoftUpdate ManagerPeopleSoft Application MaintenancePeopleSoft applications once installed require regular maintenance to fix bugs and avoidcritical issues. It’s always recommended to keep your PeopleSoft application updated to thelatest update delivered by Oracle. Falling behind on maintenance can increase the level ofdifficulty in applying an important fix and make it more costly and time consuming.Conversely, maintaining a current code line simplifies the steps involved in applying a fixand reduces the time required to do so. Additionally, performing maintenance enables youto: Install needed updates to maintain tax and regulatory compliance.Stay current with generally released software updates for more maintenanceactivities.Fix critical functional issues.Obtain performance or functional enhancements.Minimize the difficulty in applying a future fix (or future upgrade).Avoid known issues.Apply critical security fixes (CPU fixes).Maintenance for pre-9.2 applications includes applying fixes, bundles, maintenance packsto keep the application updated. For PeopleSoft 9.2 applications, maintenance process haschanged and a new process known as PeopleSoft Update Manager (PUM) is used to keepPeopleSoft 9.2 applications up to date.Introduction to PeopleSoft Update Manager and Virtual ImagesPeopleSoft Update Manager (PUM) is a new lifecycle management process aimed to helpcustomers stay current on application patching and lower the cost of applicationmaintenance. It’s only available for PeopleSoft 9.2 applications.How PeopleSoft Update Manager (PUM) Works?PeopleSoft Update Manager (PUM) is the new maintenance process and this patchingfacility is currently available for 9.2 applications only. To understand this process, youwould need familiar with below terms:Copyright PeopleSoftTutorial.comPage 9 of 22

Complete Guide to PeopleSoft Update Manager1. PeopleSoft Image (PI)With PeopleSoft version 9.2, Oracle started delivering pre-configured PeopleSoft Imageswhich are up to date with latest patches. You need to download the image (specific to yourapplication) on your local system and use Oracle Virtual Box to run it. This PeopleSoftImage will be your master source environment from where you will pull the updatedobjects, patches & create a custom change package and apply updates to yourenvironment.This PeopleSoft Image being cumulative will have all the updates for your application andthe image is updated periodically by Oracle based on a schedule posted on PUM Homepage. PI also contains new features and enhancements, which can be installed directly to atarget environment.2. PeopleSoft Update Manager PIA ApplicationOnce you download the PeopleSoft Image for your application and deploy a PeopleSoftenvironment using Virtual Box you can then search for the required patches/fixes for yourapplication using PeopleSoft Update Manager PIA Application. PUM PIA application is apatch searching tool and custom change package generator. You choose only thoseupdates that you want and then create a customized change package for yourapplication.PeopleSoft Update Manager PIA application will only be available inside the PeopleSoftImage delivered by Oracle and you won’t find it inside other PeopleSoft applications thatyou may install manually using classic installation method.Copyright PeopleSoftTutorial.comPage 10 of 22

Complete Guide to PeopleSoft Update Manager3. Change AssistantCustomized package that you create using PeopleSoft Update Manager PIA applicationbased on your selections, will be used by Change Assistant to apply on your PeopleSoftenvironments. Change Assistant will be used to generate the change package, compare itwith your environment and apply it to your environment.Benefits of PeopleSoft Update Manager1. Bundles and Maintenance Packs are Gone: You no longer need to apply fixes, bundlesor maintenance packs to your target application. Simply search and select the updates youwant to apply and create a customized change package to be deployed on your targetenvironment.2. Only One Change Package to Be Applied: Earlier if you wanted to apply multiplepatches, maintenance packs or bundles, they all needed to be applied one by one in aparticular pre-defined order. But now you only have one cumulative change package toapply.3. Automatically Includes Dependencies: If you choose to apply a particular fix and it hasa few dependencies, then PeopleSoft Update Manager will automatically add thosedependencies to the customized change package. For e.g. if you select to apply tax update14E and you haven’t applied 14D already to your target environment, then PUM PIAapplication will automatically include 14D in the change package.Copyright PeopleSoftTutorial.comPage 11 of 22

Complete Guide to PeopleSoft Update Manager4. Shows Currently Installed Updates: PUM also shows you what is currently installed inyour PeopleSoft environment, which makes selection process really fast and easy.5. PeopleSoft Image Released On A Fixed Schedule: Oracle announces the release ofPeopleSoft Images in advance so you know when the new Image is going to be available.This will help you in planning maintenance accordingly.6. Quickly Address Critical Issues: As you will have the latest PeopleSoft Image installedon your local environment, you can search for updates and patches in your local copy.7. Reduce Manual Steps for Patching: PUM automatically removes the updates, whichare already applied to your environment. This helps in reducing time and effort spent inanalysis, preparation, patching and verification.8. No Requirement of DEMO Environment: Customers using Oracle database don’t needto maintain a separate DEMO environment as the PeopleSoft Image can be used as a DEMOenvironment. Customer using other database or multi-lingual platform will need tomaintain a separate DEMO environment.Different Types of PeopleSoft Virtual ImagesPeopleSoft Virtual Images can be used for a variety of purposes like Demo, trainingpurposes, applying patches, during upgrade etc. Each PeopleSoft Virtual Image type has aspecific purpose. Below are 3 different types of PeopleSoft virtual image release by Oracleinitially.1. Demo Image – No Longer Delivered SeparatelyDemo Image can be used for doing demonstrations, trainings, bug replications etc. It alsoincludes SES server and hence would be larger in size than other 2 image types. If you’re aPeopleSoft customer with Oracle database with English only environment, then you can usethis image as your Demo environment and don’t need to maintain a separate Demoenvironment. Customers having DB2/ SQL Server databases still need to create a Demoenvironment built using classic installation method.Note: Starting with Image 6, PeopleSoft Demo Image and PUM Image have been combined.Copyright PeopleSoftTutorial.comPage 12 of 22

Complete Guide to PeopleSoft Update Manager2. PeopleSoft Image (PI)PeopleSoft Image (PI) is the one you will find yourself using the most with 9.2 applications.PI is part of the PeopleSoft Update Manager (PUM) which is the new maintenance approachfor 9.2 applications.PI is used to get the bug info and generate change packages to apply selected fixes.Advantage of using PI is that, customers have the flexibility of selecting the bug fixesthat they want to apply. Once PI is setup with target environment details uploaded in theimage, it is very simple to search, review and apply bug fixes. You can select any of thebelow scope to search for patches. All updates not yet installed- to apply all the delivered updates.Specific updates – search by entering the bug numbers.Updates by criteria – search by product family, installed product, image number,severity, required at install, required at upgrade etc.Updates by object name – search by object name e.g. record name, field name etc.As PI is used for performing PeopleSoft maintenance, it will be the most updated of all theimage types and schedule for next image release is posted in advance on Oracle support.Note: PI is the image that we will use for PUM and purpose of this guide.3. PeopleSoft Upgrade Source:PeopleSoft Upgrade Source image can be used as a source during the initial upgradepass. When performing initial pass during application upgrade, you are required to providethe source as new release demo environment. Customer who are on PeopleTools 8.53 andCopyright PeopleSoftTutorial.comPage 13 of 22

Complete Guide to PeopleSoft Update Managerhave English-only environment can use the Upgrade source image during the upgrade. Thisimage is the least frequently updated.Different Types of PUM PatchesWhen working with PUM process, you need to understand the different types of patchesthat can be applied.Patches extracted from PeopleSoft Image: These are the patches that you search andselect in your PUM PIA Application and then apply on your target using CA.PeopleSoft Release Patchset (PRP): PRP patches are the patches that are released byOracle between two releases of PeopleSoft Image. PRP patches can be downloaded fromOracle support and are always applied to current PeopleSoft Image (PI). After these areapplied to PI, then you can configure PUM to apply those updates to your target. PRPpatches are never applied to your target environment directly.Proof of Concept (POC) Patches: In rare scenarios, POC patches are provided by Oracle tomeet specific customer needs. As POC patches are only specific to a customer, so they mayor may not be available in the next release of PeopleSoft Image. POC patches are usuallyprovided to address critical issues in Production environments and are considered to be acustomization. PUM and PI are not needed to app