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February 22nd, 2008

Difference between Custom Objects and Customized Objects

I know this sounds little stupid for some people, but for some people this is helpful. I know one guy who gets confused all the time with these two terms and comes and asks me all the time. I thought I would list these here and ask him to remember PeopleSoftGuys.com, so that he can come here and read it..

Custom Objects in PeopleSoft: Custom objects are the objects built by a PeopleSoft client to accommodate their business needs.

Customized Objects in PeopleSoft: Customized objects are the delivered objects from PeopleSoft to which the client made some changes to accommodate their business requirements.

August 26th, 2006

Exporting Compare Reports to Excel

I felt that having upgrade compare reports produced in CSV or HTML format was a greatest help to the entire team. It will be very easy keep track of decision made for each and every object and possibly put some comments about the upgrade action taken.

You need tweak the regedit setting on the PC where you run the compare report in the following way.

1. Click on Start Menu - > Run
2. Type Regedit

3. Click on HKEY_CURRENT_USER

4. Click on Software

5. Click on PeopleSoft - > PeopleTools -> Release8.40

6. Click on PSIDE

7. Right Click on PSIDE and Select New DWORD value and create the following DWORD values.
UpgHtmlOutput - for HTML output
UpgTextOutput - for tab delimited text
UpgCsvOutput - for comma delimited CSV output

8. Double click on the DWORD and Set each value to 1 that you want to create reports for. To turn off, set value to 0, or delete the entry.

9. Now run the compare reports and you will have your compare reports in HTML , CSV or Text format files in the same directory as it was for PRT files.

 

August 22nd, 2006

A Dozen steps for a Smooth PeopleTools Upgrade

These are the 12 basic successful steps I followed for all my PeopleTools upgrades. I thought it may be useful for some body.

Overview

Peopletools upgrade involves upgrading your existing PeopleTools to a latest version of PeopleTools.

Procedure

  1. Backup your existing File Servers and configurations.
    Take a backup of existing file servers; take a backup of all your configuration files by going to the following locations.
    Application Server — $PS_HOME/appserv//psappsrv.cfg
    Process Scheduler — $PS_HOME/appserv/prcs//psprcs.cfg
    Webserver — $PS_HOME/webserv/peoplesoft/applications//PORTAL/WEB-INF/psftdocs//configuration.properties
  2. Install Latest 3rd Party Tools
    Install the latest 3rd party tools patches
  3. Install Latest PeopleTools CD.
    Install latest PeopleTools on to existing PeopleSoft home. You need to do this to all your existing file servers.
  4. Install Latest Patch required at Upgrade.
    Go to the customer connection and see if you can download a latest patch to the target PeopleTools release and apply that patch.
  5. Re-Configure Servers
    Take a printout of your old configurations and keep it handy to re-configure your servers. Configure your Application, Batch and Web Servers for all sites. It is always a good practice to re-configure the server by going to PSADMIN instead of simply copying the old configuration.
  6. Install Upgrade Assistant.
    Install the upgrade assistant. For more information on how to install and configure upgrade assistant refer to PeopleBooks.
  7. Prepare the database
    Prepare your database according to the steps provided in upgrade documentation. This varies from platform to platform.
  8. Follow the Upgrade Assistant job.
    Follow the instructions according to Upgrade Assistant Job steps for your platform.
  9. Update the database with the patch information
    While Upgrading be cautious and don’t forget to Update Database with patch information, Copy the Patch Project and running additional scripts required for Patch.
  10. Review Projects.
    Review the Projects being copied to make sure they are copied or not by going to Application Designer and click the upgrade tab and see whether the Done Flag is checked or not.
  11. Run and review the audit reports.
    Review the final audit reports and Fix them.
  12. Recompile COBOL.
    Some upgrades may require you to recompile COBOL.
August 22nd, 2006

PeopleSoft Service Pack Application Upgrade Notes

I followed the following steps at one of my client for a service pack upgrade. The way you do the service pack upgrade varies from installation to installation, but the methodology would be same. From my experience whole service pack upgrade usually  takes any where from 2 weeks to 4 weeks depending on complexity of target database and size of the team.

 

Install New Release

 

Installed New PeopleSoft version to a new file server location and created a brand new demo (DMO) database using PeopleSoft installation document. Configured web server, application server and process scheduler from old code line (This is done because we were at the same PeopleTools release, if you need to do the tools upgrade also then first upgrade the tools).

 

Note: It is not mandatory to run vanilla compares for a Service Pack upgrades, these might be helpful if you cloned old release programs. But I don’t see a much importance for these reports unless this is a Full application upgrade where these reports are mandatory.

 

Base Line

 

We downloaded the base line from PeopleSoft Customer connection and applied the base line to Demo database (DMO).

 

Required for Upgrade Fixes (RFUF)

 

Apply required for upgrade fixes by downloading the fixes from Customer Connection. To identify the required for upgrade fixes follow the following steps.

 

  1. Go to PeopleSoft Customer Connection.
  2. Click on Updates + Fixes.
  3. Click on Required for Install or Upgrade

      

4.  Select Financials from Product line, Upgrade from Product and 8.8 from     Release options. Click Required for Upgrade option.

5. Then click Go button, you should see lot of required for upgrade fixes review all the fixes and note down the ones that you need to apply to your upgrade path.

 

 

After identifying the fixes, open the Change Assistant and download all the identified required for upgrade fixes and applied them to demo database using Change Assistant tool.

 

Useful Notes:

 

  1. Make sure no one is working on the box when the Data Conversion scripts are running. Based on the complexity of your target database this might take some time and you might have to manually fix the errors.
  2. We identified that if you are applying a Service Pack and Maintenance Pack, it is always good to apply the Maintenance Pack to Demo database and start the upgrade to Target database. This will save a lot of time because you don’t have to re-apply the customizations twice to the Target database.

 

 

Compare Reports

 

  • When you review the compare reports always look at the following combinations and take the appropriate action.

 

        

Source

Target

Action

Unchanged

Changed*

Keep Target

Changed

Changed*

Copy and re-apply customization

Absent

Changed*

Keep Target

All other

 

Copy

 

  • You will need lot of effort from technical team to review the compare and re-applying the customizations to target database.
  • Always try to upgrade using sand box, so it will not affect other users working on the server.
  • If possible try to run the compare reports on the server side this will speed up the process a lot.
  • Also create the upgrade template on Server, possibly windows batch server machine.

 

Approach Followed For this upgrade

 

  • Installed new file server using FSCM 8.8 SP1.
  • Created a new demo database using this file server so that it will be at FSCM 8.8 SP1.
  • Took a backup of existing copy of production database
  • Ran audit reports and gave the reports to technical team to fix the reports.
  • Applied baseline downloaded from customer connection to Demo database.
  • Applied required for upgrade fixes to Demo database.
  • Downloaded upgrade assistant templates from Customer connection (We downloaded Application Upgrade only template because we were not upgrading the tools at that time. If your application is not built on the Tools you are using you need to upgrade the tools also).
  • Created a new upgrade job and filtered the documentation.
  • Functional team worked on the issues related to setting up country data etc…(Doesn’t take a significant amount of time from functional team).
  • Gone through all the steps according to upgrade assistant job and upgraded the database.
  • There is a step for chartfield configuration, our functional people verified the report and decided that no changes needs to be made.
  • When you run the compare reports it generates 3 different projects and sets the Copy options. We followed the above said options for compare reports.
  • Re-applied customizations after the upgrade are completed.
  • Ran the audit reports again and cleaned them out.
  • Applied the MP3 Cumulative (If the cumulative is available you can apply this maintenance pack directly instead of applying Maintenance packs one by one) to the Demo database and reapplied the customizations.
  • Once the upgrade is completed replicated this instance to all other instances.

 

 

Other Important Notes:

 

  • If you are applying Maintenance Packs or individual bundles or patches always good to apply them using Change Assistant tool. This will help you not to miss any scripts needs be run.
  • To go through the whole process smoothly try to configure Change Assistant and PSEMHUB properly so the change assistant will crawl all the databases and file servers. This will be really useful when it tries to deploy the files to the file server
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