This document provides an overview of PeopleSoft Update Manager (PUM) and the PeopleSoft upgrade process. PUM delivers regular PeopleSoft Update Images (PIs) that include fixes and enhancements. It also delivers individual Release Patchsets (PRPs) between PIs. The upgrade process involves doing an Initial Move from a upgrade image to create a new upgraded environment, then testing it before the Final Move to production. It recommends adopting a selective and reactive strategy to keep the PeopleSoft environment up to date by regularly downloading PIs and applying critical updates.

1. PeopleSoft Update Manager
During the Upgrade and Beyond
Vineet Srivastava
vineet@gravitonconsulting.com

2. About Graviton and Me
• Graviton Consulting Services
• Founded by Big Five Consulting ex-employees
• Oracle Gold Partner
• Focus on PeopleSoft
• Vineet Srivastava
• 15 years of PeopleSoft experience
• Worked in both technical and functional roles
• Relationship with Oracle’s Product Team

3. Objective of the Session
This presentation will give basic understanding of:
• how an upgraded PeopleSoft environment is created
• managing and timing of the Oracle image releases
• strategies for keeping your PeopleSoft environment up to
date after the upgrade is complete

4. Overview
 PeopleSoft is improving the way that customers update and patch their PeopleSoft
applications with PeopleSoft Update Manager (PUM).
 By leveraging Oracle VirtualBox virtual machine technology, PeopleSoft is able to
deliver to customers a full and up-to-date PeopleSoft environment.
 With the improved maintenance delivery, you will use the provided technology and tools
to update your PeopleSoft applications.
 As recommended for updating a PUM-enabled application, you will download a
PeopleSoft Image on a regular basis and use the PUM process to select and apply
updates to your environment.

5. Delivering Updates with PUM
PeopleSoft delivers the following types of updates:
 PeopleSoft Update Image (PI) – delivered on a regular schedule. It includes the
PeopleSoft Update PIA Application.
 PeopleSoft Release Patchset (PRP) – individual fixes for expedited issues delivered
in between regularly scheduled PI deliveries. PRPs are applied to the current PI, then
sourced and packaged from the updated image using the PeopleSoft Update Manager
PIA Application and Change Assistant.
 Proof-of-Concept (POC) patches – these are very rare, exception-based patches
available to specific customers for very specific issues. They are considered
customizations and applied to your environment outside of the PI or PeopleSoft Update
Manager process. A typical example of a POC is a performance fix tailored to a
customer environment and operating system platform, or it may be a fix delivered to a
customer to resolve a critical issue so that they can validate the fix before the fix is
made generally available in a PRP or PI.
 New Features and Enhancements – new features will be delivered in a PI when they
are made generally available. Use PUM to review the new feature impact and generate
a custom change package definition to apply to your environment when it suits your
schedule.

6. Difference Between
Update Image and Upgrade Image
Update Image (PI) is used to apply updates after the upgrade is
completed.
Upgrade Image is used as the Source for the Initial Move that creates
your upgraded environment. The upgrade image includes additional
upgrade scripts.
Upgrade images are not released on the same intervals as Update
Images - Oracle only updates the upgrade scripts in an interval of
every ~5 images.
Once the Initial Move is done, you cannot apply Application updates
using PUM until after the Final Move (go-live).

7. PeopleSoft Database Architecture
Oracle System
Database Tables
Meta Data
Application Data

8. Initial Move
9.2 Image
Source
COP 9.0
Target
Change
Assistant
Data from 9.0
9.2 DEV
Meta Data from 9.2
Customizations
Upgrade
Scripts

9. Test Move 1
9.2 Dev
Source
COP 9.0
Target
Change
Assistant
Data from 9.0
9.2 Test
Meta Data from 9.2
Customizations
Upgrade
Scripts
Customizations

10. Test Move 2
9.2 Test
Source
COP 9.0
Target
Change
Assistant
Data from 9.0
9.2 UAT
Meta Data from 9.2
Customizations
Upgrade
Scripts
Customizations

11. Final Move To Production
9.2 UAT
Source
COP 9.0
Target
Change
Assistant
Data from 9.0
9.2 Prod
Meta Data from 9.2
Customizations
Upgrade
Scripts
Customizations

12. Upgrade Process

13. Application Maintenance Strategies
and Best Practices
PUM is improving the way that Oracle delivers updates and the way that customers
manage and maintain their applications. In the past, if you were not current on your
maintenance and needed a new fix, you were required to get current on all of the latest
bundles or maintenance packs previously delivered by Oracle in order to apply that new
fix. If you were behind on your maintenance, you couldn’t just take the single fix.
Three different strategies:
Proactive
Selective
Reactive

14. Proactive
 If you regularly download the PI when it is released and have the most current PI
available locally, you can use it at a moment’s notice and when it is convenient for your
business. Take advantage of the PI and PeopleSoft Update Manager PIA Application to
quickly inquire and list all updates that have not yet been applied to your environment
and to get you current on the latest updates.
Advantages:
 You can run application code that is the same version as Oracle Software Support
team which also makes identifying and solving new problems faster and more efficient.
 Any new updates will be easier to apply because fewer prerequisites will have to be
applied retroactively.
 You can also use the current PI to understand the impact of planned customizations
and mitigate the impact of future integration of those customizations by having a better
understanding of the latest PeopleSoft code.
Disadvantages:
 Proactive maintenance might require more resource dedication, planning, and
scheduling than other approaches, however it is very predictable to our business users.

15. Selective
This approach requires regularly downloading the PI and reviewing the updates posted
for your application, and then applying those relevant to your organization. Use the
PeopleSoft Update Manager PIA Application in the image to search the available updates
by various search criteria and select the updates you want and automatically includes
requisite updates. It then generates the change package definition you need to apply all
the changes you selected in one change package.
Advantages:
 It enables you to stay reasonably current without the high level of resource dedication
or scheduling that can be associated with the proactive approach.
 This approach gives you the ability to better plan and schedule your maintenance
activities.
Disadvantages:
 A challenge with this approach is that business users may think the schedule is not
predictable.

16. Reactive
With this approach, we don’t apply any regular maintenance until you encounter a
problem. Waiting to apply your maintenance until you have an issue can cause more
inconvenience to your users, potentially compromising efficiency and adversely affecting
our business operations because the timing of the discovery of the problem is not under
our control.
Advantages:
 You can leverage the power of the PI and Update Manager application by regularly
downloading the current PI and keeping it up and available for quick inquiries regarding
updates and fixes that have already been released, hence reducing the resources
required in other approaches.
Disadvantages:
 This approach can compromise efficiency and could lead to more fatal problems than
expected as discovery of the issues are not under our control.

17. Recommendations
Download the latest PI when it is released. Plan to get it
and deploy it regularly so that it is available to quickly
search for needed updates and to create quick updates if
needed.
Our best recommendation is that you adopt and maintain
a consistent maintenance methodology using a
combination of selective and reactive strategies.
At least once a year (not more than every two years), use
the “apply all updates not yet installed” option in the
Update Manager application to get current on all updates.

18. Short-term Planning
 Download the latest PI when it is released. Plan to get it and deploy it regularly so that
it is available to quickly search for needed updates and to create quick updates if
needed.
 Use the PUM PIA Application search capability to find critical updates. Create custom
change packages with critical updates and apply them regularly.
 Use the PUM PIA Application advanced search capability to find updates for products
you use the most and apply regular maintenance to your most used products.
 Use the powerful PUM PIA Application advanced search capability to find important
updates for your business and review the impact.

21. Using PUM

22. Using PUM

23. Using PUM

24. Using PUM

25. Using PUM

26. Using PUM

27. Using PUM

28. Using PUM

29. Graviton has unprecedented expertise with the PeopleSoft 9.2 upgrade process.
With the introduction of PeopleSoft Update Manager (PUM), the upgrade
process has changed, especially when it comes to using Upgrade Image as the
source database. We have hands on experience with the new process. We strive
to execute a smooth upgrade process while being very cost effective.
Services
We provide the following services to assist with your upgrade:
1. Onsite Technical or Functional Upgrade
This includes utilizing the new functionality of the 9.2 applications, business
process improvement, configuration, and training in new features.
2. Remote Technical Upgrade
Graviton can upgrade your application remotely using our Upgrade Lab hosted on
Amazon Cloud Services. This includes running Compare Reports to identify and
retrofit your customizations.

30. GRAVITON CONSULTING SERVICES, INC.
8950 CAL CENTER DRIVE
BUILDING ONE, SUITE 203
(888) 472-8481 OR (916) 588-2655
PEOPLESOFT@GRAVITONCONSULTING.COM
WWW.GRAVITONCONSULTING.COM