peoplesoft proprietary and confidential, copyright 2004 peoplesoft, inc. for internal use only, do...
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PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
AgendaAgenda
What is Change Assistant Overview
Installation Environment Management Framework (EMF) Change Assistant (CA) Common Setup Issues
Functionality Fix Application Process Tips from the Field
Questions
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
OverviewOverview
1. Discover & Analyze
2. Select & Download
3. Apply, Test and Deploy
What fits my system?
Version, Applications, Languages
What do I need for regulatory compliance?
What is already applied?
Review documentation
Find dependenciesPre-requisites
Post-requisites
Translations
Re-analyze if needed
Download
Determine Order
Apply to Demo
Compare to Dev
Re-customize
Re-package and
re-install (3+ times)
Fix Application Process
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
OverviewOverview
1. Discover & Analyze
2. Select & Download
3. Apply, Test and Deploy
What fits my system?
Version, Applications, Languages
What do I need for regulatory compliance?
What is already applied?
Review documentation
Find dependenciesPre-requisites
Post-requisites
Translations
Re-analyze if needed
Download
Determine Order
Apply to Demo
Compare to Dev
Re-customize
Re-package and
re-install (3+ times)
Fix Application Process- Automated Activity using Change Assistant
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
OverviewOverview
What is Change Assistant? Introduced with PeopleTools 8.44 Applies Change Packages Standalone Windows Application Similar in Functionality to Upgrade Assistant Introduced with PeopleTools 8.44 Works with the Environment Management Framework
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Environment Management FrameworkEnvironment Management Framework Carries Out Commands Remotely Framework Consists of:
Hub - Central Repository Agent(s) - Responsible for collecting/sending/receiving
Change Assistant
EM Agent
EMF Hub
File,App,Prcs,Web (Agents)
Database Server (Agents)
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
EMF ArchitectureEMF Architecture
Environment Management Framework: One-way connection provides enhanced security Hub CANNOT ping agents – agents check in for more work
PeopleTools 8.45 Environment
Environment
Management Hub
Change Assistant
AppSrv WebSrv
Agent
Batch File
= Agent
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
EMF Architecture – For File DeployEMF Architecture – For File Deploy
Change Assistant Agent Sends Request to Hub
Highlights in this Request which Agents to Queue Work Batch Server, Web Server, etc.
PeopleTools 8.45 Environment
Environment
Management Hub
Change Assistant
AppSrv WebSrv
Agent
Batch File
= Agent
Request Sent
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
EMF Architecture – For File DeployEMF Architecture – For File Deploy
Hub Holds Requests until the Agent Pings and Accepts Work
N.B. Change Assistant will WAIT for this to happen
PeopleTools 8.45 Environment
Environment
Management Hub
Change Assistant
AppSrv WebSrv
Agent
Batch File
= Agent
Request
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
EMF Architecture – For File DeployEMF Architecture – For File Deploy
Agents then deploy the files to the appropriate directory on their server Take parameters from File Type Code for this
eg %ps_home%\sqr
Agents send success message back to CA
PeopleTools 8.45 Environment
Environment
Management Hub
Change Assistant
AppSrv WebSrv
Agent
Batch File
= Agent
Request
Success?
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
Prompts during CD Install PeopleTools 8.44 or Higher EM Hub Machine Name and Port
configuration.properties Starts Automatically
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
Installing the EM Hub Install PeopleSoft Internet Architecture
Web Application PSEMHUB
Administer the EM Hub Start/Stop the Web Server
EMF Hub
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
Installing the EM Agent Location of the EM Agent: %PS_HOME%/PSEMAgent Setup on each Physical Server Validate the configuration.properties
%PS_HOME%/PSEMAgent/envmetadata/config
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
The Global Unique Identifier (GUID) Must be Unique for Each Database Stored in the PSOPTIONS Table Used by EMF
Distinguishes Environment
The Environment Name Unique Name Update the Long Name, Short Name, and System Type Log into PIA and Navigate to:
PeopleTools Utilities Administration PeopleTools Options
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
Administer the EM Agent Starting
Windows - %PS_HOME%\PSEMAgent\StartAgent.bat UNIX - $PS_HOME/PSEMAgent/StartAgent.sh
Stopping Windows - %PS_HOME%\PSEMAgent\StopAgent.bat UNIX - $PS_HOME/PSEMAgent/StopAgent.sh
Note Windows can define a Service (PT 8.45 and greater) UNIX – run in background
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
Validating the EMF Validate Using URL:
http://webserver_name:port/PSEMHUB/hub
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
Viewing the Information Collected by the Hub Using the EM Viewer:
Installed onto the Web Server under: %PS_HOME%\PSEMViewer
Can only run on the Web Server Windows - %PS_HOME%\PSEMViewer\GetEnvInfo.bat UNIX - $PS_HOME/PSEMViewer/GetEnvInfo.sh
View the viewer.html: Windows - %PS_HOME%\PSEMViewer\envmetadata\data UNIX - $PS_HOME/PSEMViewer/envmetadata/data
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the EMFInstalling the EMF
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing the Change AssistantInstalling the Change Assistant
Install on a Windows Workstation Use PS_HOME/setup/PsCA/setup.exe
Install RDBMS Client Utility Update Windows Path
To include: %PS_HOME%\bin\client\winx86
Create Directory Structures for: Download Output Stage
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Configuring the Change AssistantConfiguring the Change Assistant
PeopleTools 8.44 Start Programs PeopleSoft 8 Change Assistant
PeopleTools 8.45 Start Programs PeopleSoft 8.4 Change Assistant
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Configuring the Change AssistantConfiguring the Change Assistant
From the menu: Select Options Change Assistant Define SMTP Server
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Configuring the Change AssistantConfiguring the Change Assistant
Select the Change Packages Tab Identify the Download Directory
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Configuring the Change AssistantConfiguring the Change Assistant
Select the Directories tab Identify the %PS_HOME% Identify the Staging and Output Directory
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Configuring the Change AssistantConfiguring the Change Assistant
Menu: Select OptionsEnvironment Management Hub
Define the URL for the EMHub Validate Using Ping Button
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Configuring the Change AssistantConfiguring the Change Assistant
Select the Settings Tab Update the Drives to Crawl
SQL Client Utilities
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Common IssuesCommon Issues
EM Agent not Running Run EM Agent in Background
EM Agent not Connecting to EM Hub Start PIA Make Certain Hub URL is Correct
CA Workstation – Path not Updated Validate Path
CA Workstation – SQL Client Utility not Found Review search-results.xml
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
FunctionalityFunctionality
1. Upload
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
FunctionalityFunctionality
2. Search
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
FunctionalityFunctionality
3. Download
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
FunctionalityFunctionality
4. Apply
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
FunctionalityFunctionality
Working with Customizations Run Compares against Database with Customizations Apply Change Packages to new Environment Reapply Customizations Repackage Fixes with Change Packager Migrate Change Package Containing Maintenance &
Customizations
5. Migrate*
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Change PackagesChange Packages
Using Change Packages for Managing Updates Change Packager Content
Traditional Objects Records, Fields, Pages, Components, PeopleCode etc
XML Project File File Types and File References
All files attached to same ZIP file as Database Objects New Flags for Files
Deploy Execute
Other Key Points: Follows the standard PeopleSoft Directory Structure Change Assistant Template enforces consistent updates look & feel Change Packager-generated HTML Documentation ensures consistency for
install instructions within updates
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Change PackagesChange Packages
If you do not have a version control utility…. Use the Change Packager to Manage your Updates
Save ZIP files for audit purposes Have Developers Package Changes Then have a Separate User Migrate Changes
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Tips from the FieldTips from the Field
General Troubleshooting Tips Need Customer Connection User Account/Password to download package Database connectivity software needs to installed on the CA client Be aware of Additional Directories Needed
Some PIA Components that have not Traditionally Carried a Full PS_HOME App and Web Servers need PSEMAgent
When Cloning a Database the GUID must be set to blank Application Server Assigns a Random GUID when Booting Up for the First Time Used by the EMF framework to Identify a Unique Environment
File Deployment Mechanism Overwrites Existing Objects Run SYSAudit and DDDAudit Before and After Change Package
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Tips from the FieldTips from the Field
Implement on PeopleTools 8.44.06 or Higher Use the PeopleTools 8.45 Documentation Determine Your Starting Point
General Availability Roadmap of Applications That Can Use Change Assistant
PeopleSoft Enterprise Product Line (Must be on PeopleTools 8.44 or
higher)Baseline PeopleSoft Enterprise Release
and Maintenance LevelGeneral Availability
Date*
Financial Management Solutions FMS 8.8 17-Dec-03Supply Chain Management SCM 8.8 17-Dec-03FMS FMS 8.4 Service Pack (SP) 2 31-Mar-04SCM SCM 8.4 SP 2 31-Mar-04
Human Resources Management HRMS 8.8 SP 1 Maintenance Pack (MP) 1 17-May-04Customer Relationship Management CRM 8.8 SP1 MP 2 17-Jun-04CRM CRM 8.9 23-Jun-04Enterprise Portal Enterprise Portal 8.8 MP1 Q3 2004Enterprise Learning Management ELM 8.8 SP 1 Q3 2004Enterprise Performance Management EPM 8.8 SP 2 Q4 2004Learning Solutions HRMS and Campus Solutions 8.9 Q4 2004
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
AgendaAgenda
What is Change Assistant Overview
Installation Environment Management Framework (EMF) Change Assistant (CA) Common Setup Issues
Functionality Fix Application Process Tips from the Field
Questions
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc. For Internal Use Only, Do not distribute outside of PeopleSoft.
Appendix: Migrating Change Packages or Maintenance Updates
This appendix describes the procedure used to migrate change packages or maintenance updates to your environment.Note. This process is required for every change package delivered by PeopleSoft. For example, Financials 8.8 Maintenance Pack 1 is delivered in
5 change packages—therefore, financial customers would need to create 5 modified change packages for each of the delivered change packages. PeopleSoft does not support the addition or removal of files in any delivered change package.
Migrating Change Packages or Maintenance Updates
1. Using PeopleSoft Change Assistant, apply a change package or maintenance update to the demo database.2. Run the project compare operation of installed updates to the development or copy of production.3. Review each customized object and decide whether or not you want to allow the object to be copied into your development database.4. Copy project from the demo database to the development or copy of production database.5. Select the objects in the project that require re-customization, and reapply customizations.6. Select the Upgrade checkbox for each object that required re-customization.7. Copy project to file. 8. You can specify any location; for example, c:\peoplesoft\modified\project. 9. Extract the files from the delivered change package. 10. Update the project files (.xml and .ini) in the extracted project directory with the exported custom project. For example, copy PRJ151828.XML and
PRJ151828.INI from c:\peoplesoft\modified\projects\PRJ151828 to c:\peoplesoft\extracted\upd151828\PRJ151828. 11. Examine the files changes in the maintenance pack with customized files. Typically, these files exist in the updXXXXXX_batch directory. 12. Update file changes where necessary.13. Open the modified project in PeopleSoft Application Designer and repackage the change package by selecting Tools, Finalize Change Package. 14. When you are prompted for the directory, enter the high-level extracted directory. For example, c:\peoplesoft\extracted\upd151828.15. Apply the modified maintenance updates to the test or production database or both. 16. When you are prompted to enter the apply directory, enter the directory that contains the modified change package. For example, c:\peoplesoft\
extracted\upd151828. 17. The modified change package already includes customizations from the development database and modified files from the development
environment. Therefore, now PeopleSoft Change Assistant can be used to migrate both the delivered and the customized objects in the customer's environment without additional manual interventions.