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PeopleSoft Update Manager
(PUM)
Experiences from the Field
Roblyn Brand
Onshore Remote Services Manager
HyperGen, Inc.
About HyperGen, Inc.
• Founded in 1992
• PeopleSoft Practice Since 1997
• Services Include:
• Onshore Remote Services Lab
• Upgrade Lab
• PeopleSoft & Database Administration
• Business Analysis
• Custom Development
• Help Desk and Technical Support
• Data Migration
• Functional & Technical Documentation
• IT Recruitment
• ERP Technical & Functional Consulting
What is the PUM?
 New(and only) Lifecycle Management for PeopleSoft Application
version 9.2
 Incorporates
 Change Assistant
 Environment Management Framework
 PeopleSoft VirtualBox Image
 Uses PIA application
Change Assistant
 Windows based standalone application
 Used for applying updates or upgrading a PeopleSoft system since
ptools 8.44
 Integrates with EMF and PUM
 Uses Change Packager
Environment Management Framework
(EMF)
 Validates any given PeopleSoft environment
 EMHUB/EMAgents
 GUIDs
 File Deployment
PeopleSoft Update Image
 One image per application
 Oracle Enterprise Linux OS
 Oracle Database
 Full application environment
 Master source environment
 Cumulative
Types of Updates
 PeopleSoft Update Image (PI)
 Delivered on regular schedule
 Cumulative
 PeopleSoft Release Patchset (PRP)
 Delivered between PI releases
 Tax Updates
 Can only be applied to most recent PI
 English only
 Multi-lingual in next PI
 Proof of Concept Patch (POC)
 Applied outside of PI or PUM
 Single customer password-protected
 Considered customization
Advantages
 Create custom change package based on selected
update(s)
 Pre/post requisites
 Apply 1 change package instead of multiple
bundles/maintenance packs
 Can include customizations during Move to
Production Pass
Maintenance Strategies
 Proactive
 Regularly download PI when released
 Apply all fixes
 Selective
 Regularly download PI
 Apply only updates related to business
 Reactive
 Download current PI and check for
released fixes
 Only apply fixes when issues encountered
Proactive Strategy
PROS CONS
Application on same version as Oracle Support Requires most time, resources, planning and testing
Newer updates easier to apply
Less pre-requisites
Greatest impact on application
Selective Strategy
PROS CONS
Smaller scope/less impact than proactive strategy One fix could have 150+ associated pre/post
requisite fixes
Select specific updates based search criteria options
Can better schedule application maintenance Business users may consider maintenance schedule
unpredictable
Reactive Strategy
PROS CONS
Smallest in scale/impact One fix could have 150+ associated pre/post
requisite fixes
Inconvenience to users
Requirements
Hardware
 Separate machine
 Oracle’s Virtual Box or VM Ware
 Dual core CPU
 4 GB RAM
 150 GB free disk space
 FSCM PI9 36 GB zipped/71 GB unzipped
 Same LAN network as target, development, test and
production environments
Software
 9.2 application or higher
What’s new with ptools 8.54 version of
PUM/Change Assistant
 No longer required to have EMHUB running
 Application 9.2 + only
 File deployment optional (all applications)
 Apply ptools patch through Change Assistant
 PUM share drive contains
 Oracle 12c client (32bit & 64bit)
 Ptools 8.54.xx pshome
 Ptools 8.53.13 pshome
Working with the PUM
1. Install Oracle 12c clients
2. Copy tnsnames entry for PUM database to local
client installs
3. Uninstall CA version from previous PUM
4. Install CA version from PUM (if newer)
5. Use pshome from PUM (if newer)
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
Change Assistant
 Invalid views
 One update indentified:
241 invalid views in DEMO
31,000 + invalid views in DEV
 Version
 New step in all ptools 8.54 CA templates
 Classic, Enhanced, Report Only modes
Gotcha’s
Oracle Support now asks which PUM image you are on
 Initially seemed to expect all fixes were up to date
 Some fixes are difficult to pull out individually
Q & A
Thank you for coming!
For additional information, please
visit our website @
https://www.hypergeninc.com/
Please remember to complete session and overall meeting evaluations

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PUM (PeopleSoft Update Manager) - Experiences from the Field