Transcript Document
Agenda
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.
Overview
Fix Application Process
2. Select &
1. Discover &
Download
Analyze
What fits my system?
Find dependencies
Version, Applications,
Languages
Pre-requisites
Post-requisites
Translations
What do I need for
regulatory compliance?
What is already applied?
Review documentation
Re-analyze if needed
Download
3. Apply, Test and Deploy
Determine Order
Re-customize
Apply to Demo
Re-package and
Compare to Dev
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
re-install (3+ times)
Overview
Fix Application Process
- Automated Activity using Change Assistant
2. Select &
1. Discover &
Download
Analyze
What fits my system?
Find dependencies
Version, Applications,
Languages
Pre-requisites
Post-requisites
Translations
What do I need for
regulatory compliance?
What is already applied?
Review documentation
Re-analyze if needed
Download
3. Apply, Test and Deploy
Determine Order
Re-customize
Apply to Demo
Re-package and
Compare to Dev
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
re-install (3+ times)
Overview
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 Framework
Carries Out Commands Remotely
Framework Consists of:
Hub - Central Repository
Agent(s) - Responsible for collecting/sending/receiving
EM Agent
EMF Hub
Change
Assistant
File,App,Prcs,Web (Agents)
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Database Server (Agents)
EMF Architecture
Environment Management Framework:
One-way connection provides enhanced security
Hub CANNOT ping agents – agents check in for more work
AppSrv
WebSrv
Batch
File
PeopleTools 8.45
Environment
Agent
= Agent
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Environment
Management
Hub
Change
Assistant
EMF 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.
AppSrv
WebSrv
Batch
File
PeopleTools 8.45
Environment
Agent
Request Sent
= Agent
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Environment
Management
Hub
Change
Assistant
EMF Architecture – For File Deploy
Hub Holds Requests until the Agent Pings and Accepts Work
N.B. Change Assistant will WAIT for this to happen
AppSrv
WebSrv
Batch
PeopleTools 8.45
Environment
File
Agent
Request
= Agent
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Environment
Management
Hub
Change
Assistant
EMF 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
AppSrv
WebSrv
Batch
PeopleTools 8.45
Environment
File
Success?
Agent
Request
= Agent
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Environment
Management
Hub
Change
Assistant
Installing 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 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 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 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 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 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 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 EMF
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Installing 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 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 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 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 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 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 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 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.
Functionality
1. Upload
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Functionality
2. Search
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Functionality
3. Download
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Functionality
4. Apply
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Functionality
5. Migrate*
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
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Change 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 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 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 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)
Financial Management Solutions
Supply Chain Management
FMS
SCM
Baseline PeopleSoft Enterprise Release
and Maintenance Level
FMS 8.8
SCM 8.8
FMS 8.4 Service Pack (SP) 2
SCM 8.4 SP 2
General Availability
Date*
17-Dec-03
17-Dec-03
31-Mar-04
31-Mar-04
Human Resources Management
Customer Relationship Management
CRM
Enterprise Portal
Enterprise Learning Management
Enterprise Performance Management
Learning Solutions
HRMS 8.8 SP 1 Maintenance Pack (MP) 1
CRM 8.8 SP1 MP 2
CRM 8.9
Enterprise Portal 8.8 MP1
ELM 8.8 SP 1
EPM 8.8 SP 2
HRMS and Campus Solutions 8.9
17-May-04
17-Jun-04
23-Jun-04
Q3 2004
Q3 2004
Q4 2004
Q4 2004
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.
Agenda
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
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Using PeopleSoft Change Assistant, apply a change package or maintenance update to the demo database.
Run the project compare operation of installed updates to the development or copy of production.
Review each customized object and decide whether or not you want to allow the object to be copied into your development
database.
Copy project from the demo database to the development or copy of production database.
Select the objects in the project that require re-customization, and reapply customizations.
Select the Upgrade checkbox for each object that required re-customization.
Copy project to file.
You can specify any location; for example, c:\peoplesoft\modified\project.
Extract the files from the delivered change package.
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.
Examine the files changes in the maintenance pack with customized files. Typically, these files exist in the updXXXXXX_batch
directory.
Update file changes where necessary.
Open the modified project in PeopleSoft Application Designer and repackage the change package by selecting Tools, Finalize
Change Package.
When you are prompted for the directory, enter the high-level extracted directory. For example, c:\peoplesoft\extracted\upd151828.
Apply the modified maintenance updates to the test or production database or both.
When you are prompted to enter the apply directory, enter the directory that contains the modified change package. For example,
c:\peoplesoft\extracted\upd151828.
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.
PeopleSoft Proprietary and Confidential, Copyright 2004 PeopleSoft, Inc.
For Internal Use Only, Do not distribute outside of PeopleSoft.