AvalonBay's Guide to Successfully

Upgrading to Peopletools 8.57

Jun Choi
Sachin Isloor
07/17/2019

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 Presenters
• Jun Choi
– Director, Application Development
– 22 years of PeopleSoft technical experience
– Leads a talented group of associates working on PeopleSoft, Salesforce,
MRI, .NET and Vena platforms

• Sachin Isloor
– Senior Application Developer
– 15 years of PeopleSoft technical experience
– Both PeopleSoft FSCM and HCM

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 Housekeeping
• Check into the Session on the COLLABORATE App
• Note Fire Exits
• Ask Questions
• Complete the Session Evaluation in the COLLABORATE
App

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 Agenda
• About AvalonBay Communities, Inc.
• Project Goal
• Implementation Strategy
• Post Implementation Challenges
• Issues Faced
• Tips and Tricks
• Q&A

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 About AvalonBay Communities Inc.
• AvalonBay Communities, Inc. is an equity REIT in the business of
developing, redeveloping, acquiring and managing multifamily
communities primarily in New England, the New York/New Jersey metro
area, the Mid-Atlantic, the Pacific Northwest, and Northern and Southern
California.
• We focus on leading metropolitan areas in these regions that we believe
are characterized by growing employment in high wage sectors of the
economy, lower housing affordability and a diverse and vibrant quality of
life. We believe these market characteristics offer the opportunity for
superior risk-adjusted returns on apartment community investment relative
to other markets that do not have these characteristics.
• As of March 31, 2019, the Company owned or held a direct or indirect
ownership interest in 291 apartment communities containing 85,313
apartment homes in 12 states and the District of Columbia, of which 19
communities were under development and nine communities were under
redevelopment.

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 AVA Little Tokyo

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 Project Overview
• AvalonBay Communities decided to upgrade the tools to take advantage of new
tools, enhancements and features in 8.57 tools.

• Upgrade PeopleTools
o Upgrade Infrastructure
o Middleware installation.
o Decoupled PS Home
o Upgrade tools 8.55 to 8.57
o Implement Elastic Search 6.1.2 (Live Cutover from SES to Elastic Search)

• Timeline & Resource

o 3 month project
o Internal resources
o Team: DBAs, Developers, Product Managers, Operations, Users, Internal Audit

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 8.57 tools new features
• New analytics added to Peoplesoft Update Manager (PUM).
• Cumulative Feature Overview (CFO) Integration, which allows export into a
change package which can be compared between images.
• Updates to change assistant which allows work to be done in CA instead of
making selections in PUM.
• The ability for end-users to set up conditions in analytics that if met will notify the
user.
• Improvements to the way Related Content and Analytics are displayed.
• Add custom fields to Fluid pages with minimum life-cycle impact.
• More capabilities for end-user personalization, easier than ever to brand the
application with your corporate colors and graphics
• Improved search that supports multi-facet selections
• Fluid page preview in App Designer and improved UI properties interface
• End-to-end command-line support for life-cycle management processes

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 PeopleTools 8.57 Platform Enhancements
• VCD is now retired. Installs performed only with DPKs
– Support for HP-UX IA is added for DPKs
– Middleware components are embedded in DPK.
– Puppet scripts used to setup and customize configuration

• Supports “Non-root” Install

– Root Access is still required for Pre-requisite step to install Puppet agent
– Rest of the DPK steps can be run without root access

• New Elastic search 6.1.2 minimum

– Kibana added for monitoring Elastic search indexing
– Elastic Search delivered with new ESK DPK

• Dynamic update of web profile configuration, with no down time

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 PeopleTools DPK’s
• VCDs are no longer available with PeopleTools 8.57.
• DPK provides a faster, more flexible way to install PeopleTools product
patches, and Upgrade Source Images.
• Install the PeopleSoft PeopleTools server and client software, application
server, Process Scheduler, and PeopleSoft Pure Internet Architecture (PIA)
domains, as well as required supporting software, for use with an existing
PeopleSoft database
• DPK rolls up the parts of a PeopleSoft environment into a series of zip files.
• Any physical or virtual machine can be used as long as the version of Linux or
Windows being used is certified as a server with the version of PeopleTools.
• DPKs are delivered with PeopleSoft Puppet modules, which allow custom
install parameters using YAML language scripts.

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Current 8.55 tools Architecture

Web Server SES Search

Peopletools Client NT Process
Reporting Server Server
Installation For scheduler
Techno/Functional Integration Broker
server
Analysts Server

PUM Database
End User Application Server server
server

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 Peopletools 8.57 Hardware Requirements
• The PeopleSoft DPKs can be deployed directly on any supported Microsoft
Windows host bare-metal or virtual.
• The host operating system (OS) must be a 64-bit platform that is certified by
Oracle for PeopleSoft systems.
• RAM (Memory): A minimum of 8 GB RAM is required to run a PeopleSoft
environment.
• Disk space: The disk space requirements vary depending upon the type of
environment you set up.
• 25–35 GB free disk space for the downloaded DPK zip files
• 150 GB free disk space is required to deploy and set up a full tier PeopleSoft environment.
• 75 GB free disk space is required to deploy and set up a db-tier PeopleSoft environment.
• 25 GB free disk space is required to deploy and set up a mid-tier PeopleSoft environment.
• You may remove these files after you have successfully initialized your virtual
machine.

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 Peopletools 8.57 Certifications
• OS - Windows 2012 R2 & 2016 , AIX 7.1 & 7.2 , Solaris 11.2 & 11.3, HPUX 11.31, Linux 6.8 & 7.1
• Java 8
• Oracle WebLogic 12.2.1.3 (WebSphere not supported anymore)
• Oracle Tuxedo 12.2.2.0.0
• Open Source Python 3.6.2, Puppet 5.3.5 (DPK)
• Elasticsearch 6.1.2 , Kibana 6.1.2
• Micro focus COBOL Net Express 5.1 WP15
• Database - SQL Server 2014 2016 & 2017 ,Oracle database 12.1.0.2.0 12.2.0.1.0 & 18c,
DB2 z/OS 11.1 & 12.1 , DB2 LUW 10.5 & 11.1
• Browsers : Safari 12, Google Chrome 69,Microsoft IE 11, Mozilla Firefox 60 &6
• Mobile browsers - Safari for iOS 11 , Chrome for Android 7 & 8
• Other Components – Excel 2010 2013 & 2016, Word 2013 & 2016 , Enterprise Manager 13.3.0.0

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 Upgrade Preparation

• Plan the Project

• Production support
• Search server implementation.
• Communication
• Testing
• Hardware Procurement for new Elastic search server
• Code Freeze (Communicate with Stakeholders)
• Download the Peopletools DPK files for tools 8.57 and the tools patches.
• Identify the Upgrade database and Test iterations.

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 Upgrade Preparation - continued

Tools Tools
8.55 8.57

• Peopletools upgrade 1st pass : Install tools client, upgrade database change
assistant template, build server environments, configure custom yaml files.
• Peopletools upgrade 2nd pass : Recent copy of production, apply
customizations, End to End UAT Testing, security roles validation.
• Peopletools upgrade 3rd pass : Bench marking timings for Upgrading database
using change assistant, Deploying middleware components, build domains and
install elastic search.
• Peopletools upgrade Go live: Upgrade Peopletools in Production Database,
Implement Elastic Search using live cutover from SES Search.

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 Upgrade path to PeopleTools 8.57.04
Elastic Search Install on
Current Peopletools Upgraded Peopletools Upgraded Peopletools

Peopletools
Upgrade using DPK’s
PT 8.55.04 PT 8.57.04 PT 8.57.04
Live Cutover
SES to ES 6.1.2
SES SES ES 6.1.2

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Upgrade Process

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 Peopletools upgrade steps
Stop and delete 8.55.04 domains (App , Web, Process Scheduler) from PSADMIN

Deploy PeopleTools Client for 8.57.04 on Process Scheduler Server using Peopletools
Client DPK

Upgrade existing 8.55.04 database to PeopleTools 8.57.04

Deploy PS_HOME and create new domains on App, Web and Process Scheduler using
DPK with mid-tier option

Convert from SES Search to Elastic Search 6.1.2 using Live Cutover

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Peopletools client-only Installation
• Tools client and change assistant
installed on process scheduler server.
• Install SQL server 2014 tools client.
• Copy DPK files to C:\DPK_INSTALL folder
• Run SetupPTClient.bat -t –l command
from command prompt
• Specify the following parameters for
client only installation
• Database Platform
• DB Name & Server Name
• Connect ID and password

• Specify option to install change assistant

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Configure change assistant
• Define target database in change
assistant
• Provide credentials for Access ID and
Connect id
• Setup current PS_HOME, APP_HOME and
CUST_HOME for tools 8.55.
• Select option to configure new 8.57 PS
homes and specify new PS Home
locations

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Peopletools Data Conversion
• Download change assistant job upgPTU857
for data conversion from Oracle Support
• Run the change assistant job
• Pre and post SYSAUDIT ,DDD Audit Report
and UPG counts
• Set compare option to Browser Reports and
review Compare Reports before project
copy step
• Copy project PPLTLS84CUR for 8.57
Peopletools changes
• DMS scripts and PTUPGCONVERT app
engine for data conversions.
• Manual Stop at the Booting Servers Step.

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Tools upgrade on Process Scheduler Server
• Prerequisites
• Copy the Peopletools 8.57 DPK to DPK_INSTALL directory on the process scheduler server
• User running the DPK scripts should have administrative permissions on Windows host.
• Remove any previous installations of Oracle Tuxedo.
• Microsoft SQL Server 2014 installed on the database server.
• Make sure environment variables for PS_APP_HOME and PS_CUST_HOME exists on the host.
• Run the DPK installation script with mid-tier option and process scheduler domain option
and answer ‘No’ to the Default configuration prompt in the initialization script for
customized configuration.
• PS_HOME installed to the default location under the DPK base directory.
• Custom PS_APP_HOME and PS_CFG_HOME installed to the specified location
• JAVA & Oracle Tuxedo installed to the default location under the DPK base directory
• Oracle WebLogic installed to the default location under the DPK base directory
• PeopleSoft Process Scheduler domain is installed and running.
• Installs Microsoft Visual C++ Redistributable Packages for Visual Studio, which include
required Microsoft C++ runtime libraries

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Tools upgrade on Process Scheduler Server - 2
• Mid-tier DPK installation
• Extract the first zip file FILENAME_1ofn.zip which creates the SETUP folder with
installation files.
• DPK command - > psft-dpk-setup.bat --env_type midtier --domain_type prcs

• DPK script installation parameters

• Database platform type , Database name , Database host name and port
• Unicode or non-Unicode
• PeopleSoft Connect ID and password
• PeopleSoft operator ID and password
• Application Server Domain Connection password (optional)

• Add customizations to psft_customizations.yaml file

• SQL Server 2014 database connection details
• Custom PS_APP_HOME
• Custom PS_CFG_HOME
• Custom location for COBOL and SQR files.

• Continue the installation by running puppet apply

command
• "C:\Program Files\Puppet Labs\Puppet\bin\puppet.bat" apply --
confdir=C:\PT8.57.04\dpk\puppet site.pp --debug --trace --detailed-
exitcodes --logdest C:\PT8.57.04\dpk\PT_PRCS_install.log

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Tools upgrade on App Server
• Prerequisites
• Remove any previous installations of Oracle Tuxedo.
• Make sure environment variables for PS_APP_HOME and PS_CUST_HOME exists on the host.

• Run DPK command

• psft-dpk-setup.bat --env_type midtier --domain_type appserver
• Installs PS_HOME, PS_APP_HOME and PS_CUST_HOME
• JAVA 8, Oracle Tuxedo and WebLogic Installed
• Peoplesoft App Server Domain Installed and Running.
• Modify the custom parameters in ps_customizations.yaml file.
• Custom PS_APP_HOME
• Custom PS_CFG_HOME
• Settings for SMTP server
• COBOL Binary location

• Complete the installation using the puppet apply command with log oprion
• "C:\Program Files\Puppet Labs\Puppet\bin\puppet.bat" apply --confdir=C:\PT8.57.04\dpk\puppet
site.pp --debug --trace --detailed-exitcodes --logdest C:\PT8.57.04\dpk\PT_APP_install.log

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Tools upgrade on App Server - 2
• Review the app server domain service is up • Review the log file from the puppet installation to
and running successfully verify the installation completed successfully.

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Tools upgrade on Web Server
• Before beginning the PIA domain deployment, ensure that Application Server and
Process Scheduler domains are available.
• Run the DPK command to install Peopletools 8.57, middleware components and PIA
domain.
• psft-dpk-setup.bat --env_type midtier --domain_type pia
• If your environment includes separate hosts for the PIA domain and the Application
Server domain, you must customize the ps_customizations.yaml file to designate the
application server that the PIA domain will access.
• Create PTWEBSERVER password during the installation prompt (does not allow for special
character)s, password can be updated later after installation and PIA domain creation.
• Enter WebLogic Server Admin and Integration Gateway credentials during the DPK
installation.
• Stop the default installation , update the custom parameters and encrypted passwords
in the psft_customizations.yaml file and complete installation using putter command
• "C:\Program Files\Puppet Labs\Puppet\bin\puppet.bat" apply --confdir=C:\PT8.57.04\dpk\puppet site.pp --debug --trace
--detailed-exitcodes --logdest C:\PT8.57.04\dpk\PT_WEB_install.log

• Review the puppet script log and validate that PIA domain is running successfully.

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 Elastic search for Peopletools 8.57
• Elasticsearch is open-source software based on Apache Lucene™, a Java-
based information retrieval library.
• Oracle provides Elasticsearch as deployment packages (DPKs) for Microsoft
Windows and Linux that deliver the required Elasticsearch software version,
Java-based plug-ins needed for integration with PeopleSoft environments
• Elasticsearch DPK includes Kibana, an open-source analytics and
visualization platform. The installation of Kibana is optional.
• Hardware Requirements
• Host Computer : Linux or Windows bare metal.
• Host operating system : 64-bit Oracle certified platform.
• RAM (Memory): minimum of 32 GB available RAM Recommends 64 GB.
• Disk space : 100 GB.
• CPU : 4 CPU

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Installing Elastic search
• Download the Linux or Microsoft Windows
version of the Elasticsearch DPK 6.1.2.
• Extract the DPK zip file and run the script
to deploy and set up Elasticsearch.
• psft-dpk-setup.bat --install --install_base_dir C:\esk612

• Set up the Elasticsearch instance in the

PeopleSoft application.
• ACM templates used to connect Elastic
Search to Peoplesoft instance.
• ACM framework enables you to store
environment configuration settings in a
template stored in the database or an
external template file, which you can
reapply when needed.

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Elastic search –Creating Peoplesoft instance

• Enabling Integration Server

• Setup Integration Gateway
• Configure service Target Locations.
• Set up ACM & Search security roles.
• Configure Search Template using
ACM Framework.
• Configure search instance page to
validate connectivity to Elastic
search
• Deploy and build search indexes.
• Setup nightly job for incremental
index build.

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Customizations YAML file
• Location of YAML files
• BASE_DIR/dpk/puppet/production/data/defaults.yaml
• BASE_DIR/dpk/puppet/production/data/psft_configuration.yaml
• BASE_DIR/dpk/puppet/production/data/psft_deployment.yaml
• BASE_DIR/dpk/puppet/production/data/psft_unix_system.yaml

• Copy entire section containing the parameter

to be modified
• Make sure to retain the indentation from the
delivered YAML file.
• Use encrypted passwords from delivered
YAML files.
• Run puppet command to setup Puppet
environment
"C:\Program Files\Puppet Labs\Puppet\bin\puppet_shell.bat“ (Windows)

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 Customizations YAML file - 2
• PeopleSoft DPK setup script allows setup of a PeopleSoft environment quickly
using the default data from the packaged Hiera YAML files.
• defaults.yaml
• ps_configurations.yaml
• ps_deplopyment.yaml

• Do not modify the original delivered YAML files which helps retains
customizations after upgrade or new patches.
• DPK setup process creates ps_customizations.yaml file to allow setup custom
configurations using modified parameters.
• Always use the customizations for these setups:
• Installing on an AIX operating system
• Connecting to a non-Oracle RDBMS platform.

• Include the remove: false attribute to retain your customizations through the
DPK clean-up process (psft-dpk-setup.<ext> -- cleanup)

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Go Live Plan ,
Tips/Tricks , Issues
Faced

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Go Live Plan
• Send communication for the go live plan and downtime to business users.
• Backup the production database , bring down and delete the app,web & process
scheduler domains.
• Configure the production target database on change assistant and run the data
conversion CA job.
• Review compare reports ,copy the ps_customizations.yaml file from non-prod instance.
• Copy retrofitted changes project from upgraded non –prod DB to production.
• Run the DPK deployment package on the process scheduler , app and web servers
and confirm that domains and up and running.
• Copy the custom sqr’s and latest compiled COBOL binaries from non prod server to
the custom app home on production process scheduler.
• Verify that online instance is up and running ,run post-upgrade validations and
communicate to business users.

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Tips & Tricks
• DPK installation can be removed using puppet apply command, to remove entire
deployment set the ensure parameter to absent (ensure:absent) in the
defaults.yaml file.
• To selective retain certain option use the remove: false command in
ps_customizations.yaml file
ps_home:
db_type: "%{hiera('db_platform')}"
unicode_db: "%{hiera('unicode_db')}"
location: "%{hiera('ps_home_location')}"
remove: false

• DPK installation with mid-tier option install all the middleware components. If you
want to install only certain components (only Tuxedo and not weblogic on the
process scheduler server) then you can modify the puppet manifests file to
achieve that.

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DPK Command options
DPK Script Command
psft-dpk-setup.<ext> --env_type midtier
or
psft-dpk-setup.<ext> --env_type midtier
--domain_type all
psft-dpk-setup.<ext> --env_type midtier
--deploy_only
or
psft-dpk-setup.<ext> --env_type midtier
--deploy_only --deploy_type all
psft-dpk-setup.<ext> --env_type midtier
--deploy_only --deploy_type tools_home
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Deployment
• Install the software required for the mid-tier components, including
Oracle Tuxedo, Oracle WebLogic, and Oracle database client.
• Deploy and set up the domains for the mid-tier components
(Application Server, web server, Process Scheduler and Oracle
database client).
The deployment sets up Application Server, web server, and Process
Scheduler domains.
• Install the PS_HOME directory.
• Install the software required for the mid-tier components, including
Oracle Tuxedo, Oracle WebLogic and Oracle database client,
without setting up the mid-tier domains.
• Install the PS_HOME directory
• Deploy the PS_HOME directory only.
This option does not set up any domains.
 DPK Commands - continued
DPK Script Command Deployment
psft-dpk-setup.<ext> Deploy and set up the domain for the Application Server only.
--env_type midtier
--domain_type appserver

psft-dpk-setup.<ext> Deploy and set up the domain for the Process Scheduler only.
--env_type midtier
--domain_type prcs

psft-dpk-setup.<ext>
--env_type midtier
--domain_type pia
psft-dpk-setup.<ext>
--env_type midtier
--domain_type appbatch
psft-dpk-setup.<ext> -- cleanup
Deploy and set up the domain for the PIA only.
Note. Before beginning the PIA domain deployment, ensure that
application server and Process Scheduler domains are available.
Deploy and set up the domain for the Application Server and Process
Scheduler Server.
Removes a deployed environment.

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 Issues Faced
• Incorrect permission on directories
• Data conversion update sql script had Oracle syntax
• Permission list issues during compare and project copy, re-run Portal sync
• Environment variables not setup correctly.
• Indentation is not correct in the ps_customization.yaml section.
• Reports not posting , had to add correct security roles to users running process
scheduler
• Error in crawling HC_HR_COMPANY_DIRECTORY search indexe
• Bug 28397389 - REMOVE DUPLICATE SEARCH ATTRIBUTES IN PERSON SEARCH
• Re-installing Cobol Compiler

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 Questions

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Please complete a session evaluation

Session ID: 100890

Contact Info:
jchoi@avalonbay.com
Tel: 703-317-4748
 Who is the Quest Community?

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What the Quest PeopleSoft Community offers:

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Visit www.QuestOracleCommunity.org for more information!

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