PT upgrade to 8.50 and everything that is involved Michel Jonkman, Epicenter BV
Introduction Epicenter Enhanced PeopleSoft Implementation Center Founded in 1997 Pure PeopleSoft specialism Both functional and technical expertise Epicenter: focus on HR and Campus Solutions, less on Financials New implementations, upgrade and maintenance More than 14 Application Upgrades / 18 Tools upgrades Partner of Oracle Sponsor of the DEUG Active with rethinking of best practices in development and customizations We do Quality Assurance, audits and Health checks QA and performance task force at Ministry of Defence Health checks at KPMG, TU Delft Global payroll audit at European Investment Bank 2
Epicenter, Headcount 3
Some Clients 4
Introduction Speaker. Michel Jonkman IT education 2,5 year working for Epicenter as PeopleSoft consultant CS experience: ROC Eindhoven, ROC Nijmegen, Zadkine Trained DEUG users in PS/Query Advise about IT environment of PS at CZ and Nuon 2 upgrades performed to PeopleTools 8.50 (KPMG, CZ) 5
Agenda Certification changes and impact PeopleTools installation Upgrading the database PeopleTools configuration Oracle configuration manager Patching PeopleTools Virtualization Load balancing and failover setup Improving application management Questions 6
Certification changes and impact PeopleTools 8.5x is no longer certified for 32-bits Upgrading the operating system Hostname change Interfaces (folder permissions etc.) Parallel installation Upgrading your database Upgrading to a higher version Moving from one DB platform to another 7
PeopleTools installation PeopleTools New installation vs. copy Folder structure Patches Application Maintenance packs Bundles Crystal upgrade (converting reports) Converting can cause headaches Reports might need manual source refresh PeopleBooks Weblogic BEA Smart Update utility Tuxedo Microfocus Net Express 8
Upgrading the database Starting the upgrade SYSAUDIT DDDAUDIT SWPAUDIT Required for upgrade fixes Configuring Change Assistant Uploading your environment to MOS Analysis on required fixes Two ways to upgrade Database compare Change Assistant (DMO > DEV > ACC > PROD) Changing the looks Modifying custom permission lists 9
PeopleTools configuration Decoupled Application server binaries PS_CFG_HOME Effects of not setting this variable The %V variable Advantages / Disadvantages Writing a batch script for psadmin Installation of Windows Services Using a service account Process scheduler access to shared folders on the network Local installation requires vcredist_x86.exe 10
Oracle Configuration Manager Delivered with PeopleTools (ccr folder) Enables uploading of your environment to MOS Detailed analysis of your environment Priority handling for Service requests Requires the EMHUB 11
Patching PeopleTools Change Assistant or manual patching Patch policy Critical only Yearly / Monthly / Quarterly Testing 12
Virtualization Opportunities when already changing the OS Virtualizing PeopleSoft Certification Biggest advantages Flexibility Assigning additional resources Providing a high level failover Biggest disadvantages Costs Knowledge 13
Load balancing & Failover setup 1 Advantages Low cost Relatively simple to setup Failover between PIA s Disadvantages Single point of failure (Host, App server) Requires extra hardware resources 14
Load balancing & Failover setup 2 Advantages App server is no longer single point of failure Still low cost Still relative simple setup Disadvantages Requires even more hardware resources Requires extra configuration 15
Load balancing & Failover setup 3 Advantages Highest availability No single point of failure on the PeopleSoft side SSL (Optional) Filecluster for SQR s, Crystals etc. Disadvantages Requires biggest amount of hardware resources Costly setup Difficult to configure 16
Improving application management Running PeopleSoft through Windows services Changing the service names (Regedit) Using service dependency Using a service account Storing all PeopleSoft logs on a file share Crystals and SQR s can be stored on a file share Modifying the Application server / Process scheduler to point to a file share Storing the portal search index on a file share Pointing the App server to the search index 17
Questions? 18
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