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Prepared by: Session ID: Advanced Peoplesoft Administration Kyle Benson, Dan Iverson PeopleSoft Administrators psadmin.io @kbenson/ @psa_io / @daniverson 100480

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Page 1: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

Prepared by:

Session ID:

Advanced Peoplesoft Administration

Kyle Benson, Dan IversonPeopleSoft Administratorspsadmin.io@kbenson/ @psa_io / @daniverson

100480

Page 2: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

• Largest county in Minnesota

• Minneapolis county seat

• ~8,000 employees

• Budget $1.9 billion

• FSCM, HCM, ELM, Interaction Hub

• 9.2 and 8.54

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• Population: 410,000

• 2017 Budget: $1.3 Billion

• 6-8,000 Employees

• Finance, HR, ELM 9.2

• PeopleTools 8.55.13/.17

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Page 5: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

Let ’s apply a PeopleTools Pa t ch!

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AGENDA

• Vagabond

• Scripting

• psadmin-plus

• Deployment Packages

• Git

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Vagabond

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Demo

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GETMOSPATCH

• PeopleTools Patch DPK is 4 files

• PeopleSoft Images are 10+ files

• https://github.com/MarisElsins/getMOSPatch

• getMOSPatch saves you time, lots of time

• java -jar getMOSPatch patch=1234567

• java -jar getMOSPatch patch=1234567 platform=233P download=all [email protected] MOSPass=password

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VAGABOND

• Open Source project from JR Bing

• Automated PI Deployments

• Powered by Vagrant, VirtualBox and the DPK

• https://github.com/psadmin-io/ps-vagabond

• vagrant up and grab lunch

Page 12: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

HOW DOES VAGABOND WORK?

• Create a new VBox VM (OEL 7 or Windows 2012 R2)

• Downloads .zip files from MOS

• Executes the DPK Bootstrap Script

• Copy in psft_customizations.yaml / Custom DPK Modules

• Run puppet apply

Page 13: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

VAGRANT

• https://www.vagrantup.com

• Front-end for Virtualization Platforms

• Supports VBox, VMware, Hyper-V, AWS and more

• Command line interaction

Page 14: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

VAGRANT COMMANDS

• vagrant init jrbing/vagabond

• vagrant up

• vagrant provision

• vagrant halt

• vagrant ssh / vagrant rdp

• vagrant snapshot

• Initialize a Vagrant folder

• Start the VM

• Build software on the VM

• Stop VM

• Remote into the VM

• Take a VM snapshot

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CONFIG.RB

MOS_USERNAME=‘[email protected]

MOS_PASSWORD='password'

PATCH_ID='25242817'

Page 16: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

PROVISIONERS

• Linux —> shell

• Windows —>

• download

• bootstrap-ps

• yaml

• dpk-modules

• puppet

• client

Page 17: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

PROVISIONERS

• Vagabond for Window can apply a PeopleTools Patch

• Download Patch .zip files

• Install Client Tools and Change Assistant

• Cleanup existing PS_HOME/Middleware

• Deploy new PS_HOME/Middleware

• Build CA Environment and apply the PTP project

• Build new domains

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PROVISIONERS

• Windows —>

• download-ptp

• bootstrap-ptp

• client

• dpk-modules

• apply-ptp

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CONFIG.RB

OPERATING_SYSTEM = 'WINDOWS'

APPLY_PT_PATCH='true'

PTP_PATCH_ID='26201347'

DPK_ROLE = '::io_role::io_tools_demo'

FQDN='psvagabond'

CA_SETTINGS = {

:setup => 'true',

:path => 'C:\Program Files\PeopleSoft\Change Assistant',

:type => 'upgrade', # new upgrade uninstall

:backup => 'backup' # backup nobackup

}

PTF_SETUP = ‘true'

Page 20: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

GET STARTED WITH VAGABOND

• Install VirtualBox

• Install Vagrant

• Clone/Download the Git Repository

• git clone https://github.com/psadmin-io/ps-vagabond pi-hr-022

• Enter your MOS Credentials/Patch ID in config.rb

• vagrant up

Page 21: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

VAGABOND AND WINDOWS

• Windows code is under feature/windows branch

• git checkout feature/windows

Page 22: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

Script ing

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SCRIPTING

• Automate repetitive tasks

• Enforces consistent configuration

• Initial focus on low-level tasks

• Start/stop domains

• Cache clearing

• Migrate a single project

Page 24: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

SCRIPTING

• Incorporate scripts to build high-level scripts

• Example: Bounce Web Domain

• Remove web domain from load balancer

• Stop web domain

• Clear cache

• Start domain

• Add domain into load balancer

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SCRIPTING

• psadmin-plus

• Change Assistant and Client Tools automation

• Phire

• Rundeck

• Oracle Enterprise Manager

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DATABASE REFRESHES IN OEM

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DATABASE REFRESHES IN OEM

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DATABASE REFRESHES IN OEM

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SCRIPTING CHANGE ASSISTANT

• Apply Patches

• Build Environments

• Apply PeopleTools Patches

• Upload Customer Data to PUM (8.56)

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psadmin-plus

Page 31: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

PSADMIN-PLUS

• Helper script for working with psadmin

• https://github.com/psadmin-io/psadmin-plus

• Combines multiple step tasks into one command

• Example: `PSAdminPlus.ps1 bounce app psftdb`

• stop domain

• purge cache

• clear IPC

• reconfigure

• start domain

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Check on t he PeopleSoft Image build

Page 33: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

Apply t he PeopleTools Pa t ch

Page 34: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

Deployment Packages

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DEPLOYMENT PACKAGES

• Delivered automation for building environments

• Define your environments upfront

• Implementation is abstracted

• Consistent and repeatable infrastructure

• Configuration is documented: psft_customizations.yaml

• Extend to customize your builds

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DPK TECHNOLOGIES

• Puppet

• Facter and Hiera

• PowerShell/Bash (8.55) or Python (8.56)

• Automated Configuration Management

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BOOTSTRAP SCRIPT

• setup\psft-dpk-setup.ps1

• Prepares the DPK folders to deploy software

• Changes the DPK Role

Page 38: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

BOOTSTRAP PARAMETERS

• -env_type dbtier

• -env_type midtier

‣ -env_type midtier -domain_type appserver

‣ -env_type midtier -domain_type prcs

‣ -env_type midtier -domain_type pia

‣ -env_type midtier -domain_type appbatch

• -env_type midtier -deploy_only -deploy_type tools_home

‣ -env_type midtier -deploy_only -deploy_type app_home

‣ -env_type midtier -deploy_only -deploy_type app_and_tools_home

• -silent

• -no_env_setup

• -patches_dir path

Page 39: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

PSFT_CUSTOMIZATIONS.YAML

• Define your server configuration

• Create multiple domains/sites

• Overrides delivered configuration

• Structure is important

• Spaces, not tabs!

Page 40: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

psft _cus t omizat ions .yamlExample

Page 41: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

ROLES AND PROFILES

• DPK Role – what type of server is this?

• Web Server

• App Server

• Web/App/Batch Server

• No Web/App role

• DPK Profile – Lookup Hiera Data and pass to implementation code

Page 42: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

CUSTOM DPK ROLES

• Include your configuration in DPK builds

• Extend psft_customizations.yaml

• Deploy your own changes to environments

• Signon page

• SSL Certificates

• Custom Java Libraries

Page 43: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

SITE.PP

node default {include ::pt_role::io_tools_demo

}

Page 44: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

IO_TOOLS_DEMO

• Custom DPK Role

• Builds a fulltier machine (PeopleSoft Image)

• Includes custom profile (io_web)

• Modifies signin.html and index.html

• Deploys custom logo

Page 45: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

io_t ools_demoExample

Page 46: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

Git

Page 47: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

WHAT IS GIT?

• Version Control Software

• Written by Linus Torvald

• Used everywhere, even for the Windows Kernel

Page 48: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

GIT BENEFITS

• Track code changes

• Easily branch code and make changes without impacting others

• Collaborate easily on code changes

• Sharing code easily with GitHub

Page 49: Advanced Peoplesoft Administrationapps.questdirect.org/eweb/upload/CFP_Files/Advanced_PS_Admin...Advanced Peoplesoft Administration. Kyle Benson, ... • Migrate a single project

GIT AND PEOPLESOFT

• Control your DPK modules

• PS_CUST_HOME

• Scripts directories

• ps-project-git (Export/Import App Designer projects via Git)

• https://github.com/psadmin-io/ps-project-git

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GIT UTILITIES

• VisualStudio Code

• GIT-POSH

• https://git-scm.com

• Pro Git online book (https://git-scm.com/book/en/v2)

• GitLab - local or cloud

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Valida t e t he PeopleTools Pa t ch

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psadmin.io/ reconnect

psadmin.io Communit y

DPK Quicks t art

Course

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Session ID:Please complete the session evaluation

100480