PeopleSoft Update Manager Simplified A proven approach for easy upkeep of your PeopleSoft investment Nilesh Mistry Andrew Wiebe Joanna Tomon

Nilesh Mistry – PeopleSoft / Database Administrator Over 15 years in the IT industry System Administration (Windows, Unix, AS/400, SAN) Application Administration (ERP, Weblogic, File Transfer) Database Administration (Oracle (Exadata), MSSQL, MySQL) Andrew Wiebe - PeopleSoft Administrator Over 10 years in the IT industry Systems Administration (Windows, Unix/Linux) Applications Administration (ERP, Weblogic,ITC Printing) Joanna Tomon – PeopleSoft Developer Over 17 years in the IT industry Development environments (Java, PeopleSoft) Introductions

Implementing a comprehensive PUM strategy is one of the significant challenges faced by the PeopleSoft community. Many organizations continue to waver on their PUM strategy which ultimately proves costly. Seneca College has been applying all delivered updates, maintaining its PeopleSoft System and customizations current. Our innovative, collaborative strategy between IT and Business has helped successfully manage PUM updates year after year. This has allowed us to take advantage of the latest changes from Oracle. Abstract

PeopleSoft Update Manager (PUM) is a lifecycle management application that is used to aid with patch management for PeopleSoft applications. The PUM Application is delivered as an Oracle VirtualBox virtual machine image that you download and run locally. The PUM Image is a fully incorporated PeopleSoft environment including a Database, app tier and web tier. The PUM application is used to create custom change packages containing the required patches for your environment. What is PUM?

PeopleSoft Application Updates Pre 9.1 Bundle 4Prerequisite Patch Bundle 5 Bundle 6Prerequisite Patch Oracle Support PeopleSoft Application Pre 9.1 – Bundle 3 Time consuming (research and downloading) Room for error, Missed prerequisites

PeopleSoft Application updates using PUM PeopleSoft PUM Application One Change package containing all required updates PeopleSoft Application 9.2 Oracle Support PUM Application image contains ALL updates for specified application. Create custom change packages including only the patches you need/want. Automatically determines and includes prerequisites. One change package to apply to your Prod environment

Providing proper sandbox / development / testing environments for PUM installation Keeping current development path (DEV/TST/UAT) Retrofits for customizations while keeping track of changes that go into production. Manage/verify test cases are complete/accurate. What were the challenges or hurdles ?

Current migration path for Development to Production Current Environments

Separate environments for PUM PUM Environments

Change package project is created in PUM DEV environment. Perform delivered compare process of PUM project against copy of production database. Retrofitting Custom Modifications - Compare process

The result of this compare is a report for every same named object with difference or new object. The report lists the exact difference with source object side by side. The compare report is being shared with PeopleSoft security to analyze the changes that affect them Retrofitting Custom Modifications - Compare process

In the report created by compare process object status options are : Absent – the definition is not found in target database. Changed –This indicates that PeopleSoft modified the definition since the comparison release. *Changed - This indicates that a customer modified the definition since the comparison release. Same - The definition has been compared and is defined the same in both databases. Retrofitting Custom Modifications - Compare process

Retrofitting Custom Modifications

All the customizations are included in retrofit project that is being migrated to SIT test environment and at go-live applied to production environment after change package is applied. It is a challenge to keep track of all the changes that go into production and add them into retrofit project if needed. Retrofitting Custom Modifications

The SIT environment with change package and retrofit project applied is being handed over to business users for testing. The SIT test cases are being completed. Developers as well as PeopleSoft administrators are supporting the SIT testing by resolving issues and creating SR with Oracle as needed. When the SIT testing is completed business users are giving the sign off to go live. System Integration Testing

Refresh DEV/TST/UAT from a copy of prodcution Ensuring all SQR’s and COBOL’s are also copied. Ensure PS Security is updated to reflect the appropriate development environment for Application Designer access. POST PUM

End users have been more than engaged in the PUM process from testing to production. As a result they have been very satisfied with their involvement in the process. They provide tremendous value to its success. How has PUM been received by the end user?

To learn from previous implementations of PUM to production and better stream line the end to end process. This will allow for a more efficient implementation process with fewer surprises. What are the next steps in moving forward with PUM?

Questions

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