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ApplyingUpdatesWithPUMEnabledApplications March2014
ApplyingUpdatesWithPUMEnabledApplications March2014
ApplyingUpdatesWithPUMEnabledApplications March2014
March 2014
PeopleSoft All Applications Release 9.2 Supplemental Documentation: Applying Updates with PeopleSoft
PUM-Enabled Applications
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Supplemental Documentation Applying Updates with PeopleSoft PUM-Enabled Applications
March 2014
Contents
Introduction ......................................................................................................................................................4
PeopleSoft Update Manager ........................................................................................................................4
Getting Started .............................................................................................................................................4
Searching for Updates in MOS – Comparison Summary of Changes .........................................................4
Glossary .......................................................................................................................................................6
How to Search, Download, and Apply Updates ...............................................................................................8
PeopleSoft Update Manager Home Page ....................................................................................................8
Search for Updates in My Oracle Support....................................................................................................8
Commonly Used MOS Search Fields and Descriptions ...........................................................................9
View My Oracle Support Search Results ...................................................................................................12
Viewing Search Results ..........................................................................................................................12
MOS Patch Fields Commonly Used by PeopleSoft................................................................................13
View the ReadMe File ................................................................................................................................15
Viewing the Patch ReadMe File..............................................................................................................15
ReadMe File for a PeopleSoft Update Image Patch...............................................................................16
PUM Update Image Contents List for a PeopleSoft Update Image .......................................................17
ReadMe File for PeopleSoft Release Patchset ......................................................................................18
Download from My Oracle Support ............................................................................................................19
Downloading a PeopleSoft Update Image ..............................................................................................19
Downloading PeopleSoft Release Patchsets .........................................................................................21
Apply Updates and Patches .......................................................................................................................23
Applying Updates and Patches from a PeopleSoft Update Image .........................................................23
Applying a PRP to the Image ..................................................................................................................23
References .................................................................................................................................................23
Introduction
This document describes how to search and download, from My Oracle Support, any updates and patches for
applications that are using the PeopleSoft Update Manager method of maintenance. This document also
includes information and helpful links to other documents for how to apply updates and patches once you
have downloaded them.
For instructions on how to search for, download, and apply required-at-install patches for PeopleSoft Update
Manager-enabled applications, please see the document How To Apply Required-at-Install Patches with
PUM-Enabled Applications linked in PeopleSoft Update Manager Home Page [Document 1464619.1].
Warning! These instructions are to be used only for PeopleSoft Update Manager-enabled applications
(release 9.2). To search for patches for older applications releases, use these instructions: My Oracle Support
Patches and Updates for PeopleSoft Products [Document 1465172.1].
Important! For a list of applications releases that are currently supported by the PeopleSoft Update Manager
maintenance methodology, please see PeopleSoft Update Manager Home Page [Document 1464619.1].
Getting Started
For information about PUM and PUM-enabled applications, see Getting Started with PeopleSoft Update
Manager available on the PeopleSoft Update Manager Home Page [Document 1464619.1].
Important! Patches and bundles for PeopleTools and for applications 9.1 and 9.0 continue to be done as
before. The new update and patching methodology using PUM is only for applications release 9.2.
Patches with Releases Prior to 9.2 Patches with Release 9.2 and Later
1. My Oracle Support. Access the Patches & Updates tab PeopleSoft Update Image. Use PeopleSoft Update Manager
and search for the patch in the Patch Search section. Home Page [Document 1464619.1] to find a link to the latest
released PeopleSoft Update Image for a PeopleSoft database
instance. A PeopleSoft Update Image may have one or more
product families, depending on the database instance for the
application.
2. My Oracle Support. Access the Patches & Updates tab. Oracle recommends that you use the PeopleSoft Update Image
On the drop-down list at the top, use Search Knowledge and PeopleSoft Update Manager PIA Application to search for
Base to search by bug number. available patches by bug number.
On the page where you opened the bug, access the patch by However, accessing the Patches & Updates tab is still a valid
clicking the View patches and updates link on the far right. method for searching for patches by bug number.
Patch links in the bug report appear as regular text. If the patch is available in the current PeopleSoft Update Image,
the View patches and updates link will contain a link to the most
current PeopleSoft Update Image available for you to download.
Download the PeopleSoft Update Image and use the PeopleSoft
Update Manager PIA Application to search for the patch by bug
number. Then generate and apply a change package with the
fix.
If the patch was posted after the latest PeopleSoft Update Image
was released, it is known as a PeopleSoft Release Patchset
(PRP). You can access and download the patch files in the same
way that you find and download patches in the Patch Search
section. You use PRPs only for non-multilingual patching.
3. My Oracle Support. Navigate to Tools and Training > Visit the PeopleSoft Update Manager Home Page [Document
PeopleSoft Enterprise > [product family] Information 1464619.1] to find a link to the latest PeopleSoft Update Image
Center. for your product family and to view the maintenance schedule.
In the document that appears, navigate to Reference and The search navigation used with older releases (described to the
Planning > Maintenance Info to access the desired left) continues to be available for searching for product
maintenance schedule for the selected product family. Use the maintenance schedules.
links that are available to download Maintenance Packs,
bundles, and updates.
Patches with Releases Prior to 9.2 Patches with Release 9.2 and Later
4. Maintenance Packs are available in My Oracle Support. The updates that previously were delivered in Bundles and
Maintenance Packs are now delivered in the PeopleSoft Update
Image. The PeopleSoft Update Images are cumulative for the
applications release, so the latest PeopleSoft Update Image has
all the latest updates that previously were delivered in Bundles
and Maintenance Packs.
5. Single Post Patches in My Oracle Support. Access the Use the My Oracle Support Patches & Updates tab for PRPs by
Patches & Updates tab. From the drop-down list at the top Bug Number, Product, or Product Family.
of the page, use Search Knowledge Base to search by
bug ID. PRPs may be released in between the regularly released
PeopleSoft Update Images to fix critical issues.
6. Oracle Support continues to deliver single-instance proofs Oracle Support continues to deliver single-instance POCs
of concept (POCs) directly to customers using the current directly to customers using the current process.
process.
Glossary
This table describes some of the terms and their abbreviations used in this document.
Term Description
Database Instance PeopleSoft delivers applications together and installs on a single database instance.
Product families are segregated by database instances. For example, PeopleSoft
HCM/ELM, PeopleSoft Fin/SCM, PeopleSoft CRM, and PeopleSoft EPM.
Multilingual / Multilanguage (ML) Objects that contain language elements for translation are sometimes referred to as
multilingual or Multilanguage objects.
My Oracle Support (MOS) Source of patches, updates, knowledge, and support for PeopleSoft customers.
PeopleSoft Update Image (PI) A full PeopleSoft application environment delivered in an Oracle VirtualBox virtual
machine. The PI contains the PeopleSoft Update Manager PIA Application, the latest
source code, and objects for application patching and updates. PIs are released and
posted to MOS on a regular basis.
You can use the PI for demo purposes, training, and bug replication or for patching.
You must use a separate instance of the PI for each demo and patch.
PeopleSoft Product Family A PeopleSoft Product Family is a group of PeopleSoft application products. For
example, FMS, SCM, SRM, HCM, CRM, and EPM are product families.
PeopleSoft Release Patchset (PRP) PRPs are patches that must be delivered between PI releases. You download these
from MOS. These patches are applied to your current PI, extracted from that image,
Use the icon at the far right to remove any extra search criteria that may have appeared by default on
the page.
Click the Search button in the lower right corner of the Patch Search area.
The results from this search will bring up the latest PI for your product family, as well as any PRPs specifically
for the most current image.
Take advantage of the saved search feature to save frequently used search criteria for future use. Listed
below are descriptions of the search parameters to be used to find PeopleSoft Patches. Click here to access
My Oracle Support Help in the Patch Searches section (click the Patches & Updates tab and select Help,
Patch Searches at the top right corner of the page). It covers usage of the section by all Oracle divisions.
Field Description
Bug Number or Select to search either by Bug Number or by Patch Name or Patch Number.
Patch Name or Number For a simple search, Oracle recommends that you search patches by Bug Number. To
(required) search, select Bug Number from the drop-down list and enter the Bug Number in the free-text
Field Description
Include all products in a Select to have the system include all products under the product family that is selected in the
family Product field when the search is performed. Select this option when you select a product
family in a patch search.
Product (required) Select a product family or a product for which the patch was created.
In addition to product and release, you can refine your search using one or more of the search filters
described in this table:
Field Description
Classification Select to look for patches using one or more of the following classification options:
Critical: Equivalent to P1 in PeopleSoft.
General: Equivalent to P2 and below in PeopleSoft. PeopleSoft Update Images are
classified as General.
Legislative: Select this value to search for patches pertaining to legislative, tax, and
regulatory updates.
Other Recommendations: Not used for PeopleSoft patches.
Security: Security issues.
Description Enter keywords to search against the subject lines of the patch.
Install/Upgrade (PeopleSoft) Select to search for patches that are either required at the time of installation or upgrade for
the selected product and release.
This filter is PeopleSoft-only and is available for selection only when a PeopleSoft product
family or product is selected in the Product field. Select one of the following values:
Required at Install
Note: Required at Install patches are not currently enabled for PUM.
Required At Upgrade
Patch Target Not used for PeopleSoft patches.
Note: PeopleSoft does not use the Recommended Patch Advisor link.
Note: PeopleSoft does not support patch plans (available in the Plans section of the Patches & Updates tab).
Example of image search results for PeopleSoft Enterprise FIN, release 9.2
In the following example, the filter criteria that were used appear at the top of the Patch Advanced Search
Results area. The Patch Name (number) is a link that will take you to the details of the patch:
The details for the PI patch contain several bugs and links in the Bugs Resolved by This Patch section. Only
the first 10 bugs in the patch appear here. A list of all the bugs contained in the PI is available in the README
file (see View the ReadMe File). To download the PI files, see Download a PeopleSoft Update Image.
Depending on the search criteria you entered, you may also see the PI patchset in the result set. The PI
patches will have PeopleSoft Image in the description. The other patchsets returned in the results are PRPs.
PeopleSoft does not populate data in all of the available columns. To control which columns are visible and
the order in which they appear in the grid, click View > Columns > Manage Columns. This option is located
above the grid column header row.
Platform PeopleSoft populates the language value only. Generic Platform (PI N/A or American-
(Language) always contains all English
American English is shown with Generic Platform, PeopleSoft-supported
and all other translation languages are shown with languages.)
NLS Generic Platform.
PeopleSoft FMS
For the type of Patch, the product family and
product will be shown, for example:
PeopleSoft HRMS Payroll
PeopleSoft SCM Order Management
Indicates that the associated patch has N/A N/A
prerequisites that need to be installed before the
(Has Prerequisite associated patch.
Patch)
Download Access Displays the required access for downloading the N/A N/A
patch.
If your Support ID does not have sufficient
download access, you will not be able to download
the patch.
When you click an item (not the patch name link) in the results grid, a tab appears. It lists the number of items
currently selected and some of the actions that can be performed on those items. To select more than one
patch, hold down the Ctrl or Shift key while clicking the desired items.
Edit Search Click this button to modify the current search filters from the Edit Search dialog box that
appears, which is the same as the Search Patch section.
Patch Name Click this link to access details about the patch.
Platform (Language) This column displays the platform and language value of the corresponding patch. American
English is shown with Generic Platform, and all other translation languages are shown with
Read Me Click this button to open the README file of the selected patch in a new browser window.
The readme file contains general information about the patch, the bug number, product line,
product, status, resolution ID, target languages, implementation instructions, prerequisites,
post-requisites, list of modified objects, and list of bugs that the patch will fix.
You can also access the readme files from the patch details page. In the patch search results,
click the patch name link of the patch you want to view. The patch details appear, and you
can click the Read Me button on the right side of the page to open the README file.
Note: The README file contains the most complete and accurate
information about a patch. Information is organized and displayed in sections
to enhance readability.
Download Click this button to download the patch file. The same action is available on the patch details
page. If the Download button is grayed out, you need to coordinate with your site
administrator to get proper authority to download.
With a PeopleSoft Update Image patch, you will need to download several files. Oracle
recommends that you use a file download manager tool of your choosing.
Click the link that is the Patch Name (number) to go to the patch detail page, and then click the Read Me
button:
The README file contains information and links to important information about the image. A link to the
PeopleSoft Update Image Home Page---where you can find specific information about the software versions
as well as the detailed README file---is included.
The README file contains the most accurate information about a PI. It lists information about the patch and
is presented in these sections:
(Header) Information includes bug number (each image has a specific bug number), subject, product line,
product, release, and supported translation languages.
Knowledge Module Instructions: A link to a MOS Knowledge Management article with information about
the image and how to download it.
Implementation Instructions: Refers to the documentation listed in the KM Doc linked in the Knowledge
Module Instructions section.
Image Contents: References your image home page to find the detailed README file, which includes all
of the detailed information about the content within the image.
Example of PUM Update Image Contents List for a PeopleSoft Update Image
You can sort this column to see the new patches included as of this image or to see patches
introduced in previous images.
Severity: Lists the severity of the bug. You can sort this column to list the bugs by severity.
Product: Lists the product for the bug. You can sort this column by one product or multiple products.
You can sort this column by one product component or multiple product components.
The product component also lists upgrades to find your Required at Upgrade fixes.
Bug ID: Lists the bug number. You can use the bug ID to search within the PI for a specific bug.
Bug Nature: Lists the nature of the bug, either Bug or Translations bug.
Post-Requisites: Includes Bug IDs, Subject information, and Bug Resolution Text.
Bugs Fixed: Includes Bug IDs, Subject information, and Bug Resolution Text.
The Include Prerequisites check box is grayed out because it is not needed with the PI patch.
The files to download all show a Lock icon. To unlock the files and download them, you must accept the
license agreement. PeopleSoft images are virtual machines, which means they use virtualization technology
to deliver a full PeopleSoft instance, including PeopleTools, on an Oracle database running on Oracle
Enterprise Linux. The click-through agreement outlines how the image can be used, and it addresses specific
licensing requirements for Oracle Enterprise Linux. This agreement is the same kind of click-through
agreement found on the Oracle Software Delivery Cloud, particularly the Oracle Linux/VM section of the site.
When you click Accept License, the license agreement appears. Click the Accept button at the bottom of the
agreement to continue.
Select the Include Prerequisites check box to see the required prerequisites for the PRP. The latest PI will
appear as a prerequisite. Other PRPs may appear in the Prerequisite Patches list. You must apply the PRP to
the latest PI. To download the PI, see Download a PeopleSoft Update Image.
Select the PRP zip file and each prerequisite file to download.
Include Prerequisites Select this check box for the system to add all prerequisites of the selected patch to the list for
download.
Prerequisite patches appear below the Prerequisite Patches bolded text.
Note: Refer to the README file for the most complete and accurate information
about a patch (for example, translation information, available prerequisites and
post-requisites, list of fixed bugs, and so on).
Note: PRPs are delivered only as English-only patchsets. Language updates and multilingual objects are now
delivered in the PeopleSoft Update Image. For PRPs, the system presents the patch file in the base language
(American English) for download.
For information about other patch search features, such as download manager or WGET, click the
corresponding link in the File Download dialog box or refer to MOS Help.
Warning! Apply a PRP only to your PeopleSoft Update Image environment. MOS Patches & Updates tab
apply a PRP directly to your PeopleSoft environment.
Note: The CA template of a PRP is different from a standard template and contains steps that may not be
those required to apply to a standard DB.
High-Level Process
1. After you download the PRP from MOS, use Change Assistant to apply the zip file to the PeopleSoft
Update Image environment.
2. After you apply the PRP to your PI, use the PUM PIA Application as you normally would (with the
standard, released PI) to search for the bug delivered in the PRP and to generate a custom change
package definition that includes the fix in the PRP plus any requisite updates. The PUM PIA Application
may include requisite updates from the PI that were not delivered in the PRP.
3. Use Change Assistant to apply the custom change package to your environment.
See PeopleTools 8.53 Change Assistant and Update Manager Online Help for detailed information about
using PUM, creating change packages, and applying them to your environment. This document will be
available with the first release of the PI.
Detailed Steps
See PeopleTools 8.53 Change Assistant and Update Manager Online Help.
References
This section lists helpful documentation and reference information.
Documents in PeopleSoft Update Manager Home Page [Document 1464619.1]:
PeopleSoft Update Manager Quick Start Guide (available when the first PI posts to MOS)
Using the PeopleSoft Virtual Images (available when the first PI posts to MOS)
Information Center: Patching and Applying Maintenance with PeopleSoft Change Assistant [ID
1432604.2]
Patches & Updates tab and Global Help on My Oracle Support (Click the Help link on the Patches &
Updates tab.)