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Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | PeopleSoft Spotlight Series Applying a PeopleTools Patch Using DPK PeopleTools 8.56

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Page 1: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Spotlight SeriesApplying a PeopleTools Patch Using DPKPeopleTools 8.56

Page 2: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 3: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 4: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

PeopleTools Patch

PeopleTools patches deliver fixes between PeopleTools minor releases

• PeopleTools patches are posted to the PeopleSoft PeopleTools Patches Home Page (Doc ID 2062712.2) on My Oracle Support, as they become available.

• PeopleTools patches are cumulative.

• All PeopleSoft PeopleTools 8.56 patches include the full code line delivered at the PeopleTools major release general availability date, plus any changes for each succeeding patch.

• Patch application for PeopleSoft PeopleTools 8.56 uses an automated Change Assistant process to apply database changes for each PeopleTools Patch (PTP) via a cumulative PTP package.

Page 5: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 5

Patch Scenarios

There are 3 use cases for applying a PeopleTools Patch:

• Installing new PS_HOME, Oracle WebLogic, Oracle Tuxedo, and Oracle Client.

• Installing new PS_HOME and keeping existing Oracle WebLogic, Oracle Tuxedo, and Oracle Client.

• Installing new PS_HOME, and keeping one or more of Oracle WebLogic, Oracle Tuxedo, and Oracle Client.

Page 6: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 6

Use Case 1 - Installing new PS_HOME, Oracle WebLogic, Oracle Tuxedo, and Oracle Client

Stop and delete existing domains

Update site.pp

Run Cleanup

Download and deploy the new PeopleTools Patch

Apply the PeopleTools Patch on the database

Deploy Midtier for the new release using customizations

On Windows – stop domain services domains

Page 7: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 7

Use Case 2 - Installing New PS_HOME and keeping existing Oracle WebLogic, Oracle Tuxedo, and Oracle Client

Download and deploy the new PeopleTools Patch

Apply the PeopleTools Patch on the database

Deploy Midtier for the new release using customizations

Stop and delete existing domains

On Windows – stop domain services domains

Page 8: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 8

Use Case 3 - Installing new PS_HOME, and keeping one or more of Oracle WebLogic, Oracle Tuxedo, and Oracle Client

Download and deploy the new PeopleTools Patch

Apply the PeopleTools Patch on the database

Deploy Midtier for the new release using customizations

Stop and delete existing domains

On Windows – stop domain services domains

Page 9: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

1. Download PeopleTools patch.

2. Stop and delete the domains on the initial environment.

3. Update the site.pp file. (Use Case 1 only)

4. Remove the existing environment. (Use Case 1 only)

5. Deploy the PeopleTools Client for the new release.

6. Apply the PeopleTools Patch Using Change Assistant.

7. Deploy the new release in mid-tier mode.

8. Prepare psft_customization.yaml and complete the deployment.

9. Verify the patch application.

Confidential – Oracle Internal/Restricted/Highly Restricted 9

Tasks to Install PeopleTools Patch

Page 10: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 11: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Preparation Tasks

• Download PeopleTools Patch

• Stop and delete the domains on the initial environment

• Update the site.pp file (Use Case 1 only)

• Remove the existing environment (Use Case 1 only)

Page 12: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

PeopleTools patches are posted to the PeopleSoft PeopleTools Patches Home Page (Doc ID 2062712.2) on My Oracle Support, as they become available.

Download to a DPK directory – for example: C:\DPK_TOOLS_8.56.04

Confidential – Oracle Internal/Restricted/Highly Restricted 12

Download PeopleTools Patch

Page 13: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• The PeopleSoft PeopleTools DPKs are delivered for each PeopleTools patch. The files are double-zipped.

13

Peopletools DPK

Downloaded Zip Files Embedded Zip Files Description

PEOPLETOOLS-<OS>-8.56.xx_1of4.zip The setup folder and other files Setup DPK

PEOPLETOOLS-<OS>-8.56.xx -2of4.zip PT-DPK-<OS>-8.56.xx-1of2.zip PeopleTools server, Part 1

PEOPLETOOLS-<OS>-8.56.xx_3of4.zip PT-DPK-<OS>-8.56.xx-2of2.zip PeopleTools server, Part 2

PEOPLETOOLS-<OS>-8.56.xx_4of4.zip PTC-DPK-<OS>-8.56.xx-1of1.zip PeopleTools Client for 8.56

Page 14: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• Use the PSADMIN utility to stop and delete the domains. The PSADMIN utility in PS_HOME/appserv.

• On Windows environment stop the domain services.

• On Linux systems, you must first sign in with the PeopleTools domain user psadm2. When you sign in as the PeopleTools domain user, the psconfig.sh script is automatically invoked through the user's profile. This is referred to as sourcing the psconfig.sh script.

Confidential – Oracle Internal/Restricted/Highly Restricted 14

Stop and Delete Domains on Initial Environment

Page 15: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Preparation Tasks

Use Case 2 – Installing New PS Home and retaining existing Oracle Weblogic, Oracle Tuxedo and Oracle Client

• Download PeopleTools Patch

• Stop and delete the domains on the initial environment

• Stop services on Windows environment

Use Case 1 - Installing new PS_HOME, Oracle WebLogic, Oracle Tuxedo, and Oracle Client

• Update the site.pp file. (Use Case 1 only)

• Remove the existing environment. (Use Case 1 only)

Page 16: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

1. Open the site.pp file for editing.

The site.pp file is installed with the PeopleTools DPKs, and is found in BASE_DIR/dpk/puppet/production/manifests.

2. Verify that the site.pp file includes pt_tools_deployment.node default {

include ::pt_role::pt_tools_midtier::pt_tools_deployment

}

3. Save the file and close.

Confidential – Oracle Internal/Restricted/Highly Restricted 16

Update the site.pp file (Use Case 1 only)

Page 17: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• If you retained the downloaded DPKs in the original location, go to the download location, DPK_INSTALL_INIT/setup and run the cleanup command.

• On Microsoft Windows, open a command prompt with Run as Administrator and run:– psft-dpk-setup.bat --cleanup

• On Linux, open a terminal window as root and run:– ./psft-dpk-setup.sh --cleanup

• If you did not retain the downloaded DPKs, use the puppet apply command or manual methods to remove the existing deployed components.

Confidential – Oracle Internal/Restricted/Highly Restricted 17

Remove the existing environment (Use Case 1 only)

Page 18: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 19: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

To Deploy PeopleTools Client DPK

1. Go to the location where you downloaded the PeopleTools DPK.The last zip file, for example Filename_4of4.zip, is the PeopleSoft PeopleTools client DPK.

2. Extract the 4th zip file, which yields another zip file.

3. Extract the resulting zip file to a local or shared directory; for example C:\tools-client.

4. Open a command prompt, running as administrator, and change directory to the C:\tools-client folder.

5. Run the setup script with the following command:

SetupPTClient.bat -t

Page 20: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 21: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 22: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

The midtier option performs the following:

• Installs the software required for the mid-tier components, including Oracle Tuxedo, Oracle WebLogic, and Oracle database client.

• Deploys and sets up the domains for the mid-tier components (Application Server, Web Server, Process Scheduler and Oracle Database Client).

• Installs the PS_HOME directory.

22

Midtier Option

Page 23: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

1. Extract the first downloaded PEOPLETOOLS DPK zip file in your DPK_INSTALL_NEW directory.

– The extraction creates the setup folder and other files.

2. To set up the PeopleTools server for the new PeopleTools 8.56.<new> patch release:

– On Microsoft Windows, open a command window with Run as Administrator, go to DPK_INSTALL_NEW/setup and run this command:

psft-dpk-setup.bat --env_type midtier

– On Linux, open a terminal window as root, go to DPK_INSTALL_NEW/setup, and run this command as administrator:

./psft-dpk-setup.sh --env_type midtier

Confidential – Oracle Internal/Restricted/Highly Restricted 23

Deploying Midtier

Page 24: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 25: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

The YAML files that were updated by the setup script reside in<BASE_dir>\dpk\puppet\production\data

• The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle Database client.

• The psft_configuration.yaml file lists the attributes pertinent to the PeopleSoft domains.

Confidential – Oracle Internal/Restricted/Highly Restricted 25

YAML Files

Page 26: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

• The base folder, as well as the database platform, unicode, database type and install type are the values you entered when running the psft-dpk-setup.

• The location for the components are the default locations for a new installation.

Confidential – Oracle Internal/Restricted/Highly Restricted 26

psft_deployment.yaml

---peoplesoft_base: c:/patch

dpk_location: c:/patch/dpkarchive_location: "%{hiera('dpk_location')}/archives"pt_location: "%{hiera('peoplesoft_base')}/pt"db_location: "%{hiera('peoplesoft_base')}/db"db_platform: ORACLE

Page 27: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Attributes include:

• Defaults

• Application Server section

• Process Scheduler section

• PIA section

Confidential – Oracle Internal/Restricted/Highly Restricted 27

psft_configuration.yaml

---db_name: HR92DEMOdb_user: PSdb_user_pwd: ENC[PKCS7,MIIBeQYJKo…L8W]

db_connect_id: peopledb_connect_pwd: ENC[PKCS7,MIIBeQYJ…9ft0]

change_password: falseaccess_id: SYSADMaccess_pwd: DB_ACCESS_PWDdb_admin_pwd: <DB_ADMIN_PWD>

domain_user: "%{hiera('psft_runtime_user_name')}"ps_config_home: "C:/Users/%{::env_username}/psft/pt/8.56"

Page 28: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

To create your psft_customizations.yaml file:

1. Use a standard editing tool, such as Notepad on Microsoft Windows or vi on Linux.

2. The first line in the psft_customizations.yaml file must start with three dashes (---).

3. Copy the sections that you want to customize from the psft_configuration.yaml file or psft_deployment.yaml into the psft_customizations.yaml file and modify the values as needed.

4. Save the file in the same directory (BASE_DIR/dpk/production/puppet/data).

Confidential – Oracle Internal/Restricted/Highly Restricted 28

Creating a psft_customizations.yaml file

Page 29: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

In this environment, the components were installed in the following locations:

Confidential – Oracle Internal/Restricted/Highly Restricted 29

Component Locations

Component Location

jdk C:/jdk1.8.0_131

Oracle WebLogic C:/bea

Oracle Tuxedo C:/bea/tuxedo

Oracle Database client C:/Oracle/db/oracle-server/12.1.0.2

Oracle Server C:/Oracle/db/oracle-server/12.1.0.2

ps_apphome_location C:/demohome_cfg

Page 30: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 30

Configuration

Domain configuration Value

appserver_domain_name HR92DEMO

prcs_domain_name PRCSDEMO

pia_domain_name peoplesoft

pia_site_name HR92DEMO

pia_http_port 8010

pia_https_port 8445

jolt_port 9010

wsl_port 7010

pia_psserver_list EDVMR1P0.us.oracle.com:9010

pia_host_name EDVMR1P0.us.oracle.com

The current environment also uses no default domain names.

Page 31: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Verifying Environment

1. Verify that you can sign in to PeopleSoft:

2. If you do not see the log in page, verify that the environment can be reached from your machine using a utility such as ping.

3. If your host can be pinged, verify that the PIA domain is running.

4. Verify that Application Server, Process Scheduler and PIA domains have started.

5. To verify the PS_APP_HOME location, check the value of the PS_APP_HOME environment variable.

6. You can review the psprcs.cfg file to verify that the SQR section includes a path for PS_APP_HOME.

Page 32: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

For Use Case 1, the only value you need to include in the psft_customizations.yaml file is ps_apphome_location.

Oracle Weblogic, Oracle Tuxedo and Oracle Client will be installed in the default locations indicated in the psft_deployment.yaml file.

Confidential – Oracle Internal/Restricted/Highly Restricted 32

Customization File for Use Case 1

---

ps_apphome_location: C:/psft/pt/hcm_app_home

psft_customizations.yaml

Page 33: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

For Use Case 3, the psft_customizations.yaml file will include ps_apphome_location and the location of the components you want to retain.

For this example, you have chosen to retain Oracle Client and install new Oracle Weblogic and Oracle Tuxedo.

Confidential – Oracle Internal/Restricted/Highly Restricted 33

Customization File for Use Case 3

---

ps_apphome_location: C:/psft/pt/hcm_app_home

oracle_client_location: C:/Oracle

oracle_client:location: C:/Oracle

psft_customizations.yaml

Page 34: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Applying PeopleTools Patch Topics

PeopleTools 8.56 Patch Overview

Preparing for Patch

Deploying PeopleTools Client

Applying Patch to Database

Deploying Midtier Components

Creating Customization File

Additional Information

Page 35: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Additional Resources

My Oracle Support: PeopleSoft PeopleTools Patch Home Page (Doc ID 2062712.2)

PeopleSoft PeopleTools 8.56 Deployment Packages Installation, Appendix B: Applying PeopleTools Patches Using DPKs

PeopleSoft Online Help – Change Assistant and Update Manager

OU Training – 2-day class PeopleSoft Deployment Packages Rel 8.56

Check the Spotlight page (https://docs.oracle.com/cd/E52319_01/infoportal/spotlight.html) for additional Spotlight Series videos on DPK

To Find More Information

Page 36: PeopleSoft Spotlight Series - oracle.com · •The psft_deployment.yaml file provides options for deployment components, such as installation locations for Oracle Tuxedo and the Oracle

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |