With the advent of PeopleSoft 9.2 and, more specifically, the delivery of new features, bug fixes, and other updates via PeopleSoft Images and PeopleSoft Update Manager, the concept of selective adoption has grown popular in the PeopleSoft community. Selective adoption and the use of PeopleSoft Update Manager allow you to define your own update strategy that works for you and your business. This process allows you to decide what updates you want and when you want to apply them. Given that updates are coming more frequently, it is important to both have a strategy to get the new features you want and allow for the maintenance and support that must happen to keep your PeopleSoft system secure and up to date.

PeopleSoft Cloud Manager can help streamline this process and provides a few key tools that help you deliver on the strategy you defined. First, PeopleSoft Cloud Manager allows for automatic downloads of the newest PeopleSoft Image, getting you the most current functionality with the least amount of effort. Second, using a PUM (PeopleSoft Update Manager) FullTier topology, PeopleSoft Cloud Manager allows you to quickly and easily deploy these new PeopleSoft Images to the Oracle Cloud Infrastructure; test the new functionality and see for yourself how it may benefit your business. Finally, PeopleSoft Cloud Manager also deploys a Windows virtual machine that includes Change Assistant to help you further manage the application of updates, functionality, and fixes to your PeopleSoft Environment.

This chapter will focus on the process of enabling selective adoption in PeopleSoft Cloud Manager. You will learn how to properly provision a PUM image in PeopleSoft Cloud Manager, how to add a target environment to that image, and then how to use that image to apply updates to your target environment. Utilizing this process will help you ensure that you can keep you PeopleSoft environment up to date, functional, and secure with as little downtime as possible.

Provisioning a PUM Image in the Cloud

There are a few key steps that a PeopleSoft Cloud Manager administrator must complete prior to creating a new PeopleSoft Update Manager image in the Oracle Cloud. First, you need to ensure that the latest required PeopleSoft Image has been downloaded and available in the PeopleSoft Cloud Manager repository. To do this, complete the following steps.

1. 1.
   If this is a brand-new application that you have not yet downloaded to the repository, start by navigating to the Repository tile on the PeopleSoft Cloud Manager home page and clicking it. The Repository tile is highlighted in Figure 10-1.

   

    
2. 2.
   Once you are in the repository, click the Download Subscriptions menu option on the left-hand navigation as shown in Figure 10-2.

   

    
3. 3.
   From the Download Subscriptions page, click the Unsubscribed button at the top of the page. This will take you to a list of all the images you are not subscribed to. This button is highlighted in Figure 10-3.

   

    
4. 4.

   Find the PeopleSoft Image (Channel) you want to subscribe to from the list of options.

    
5. 5.
   Click the small circular arrow to the right of the channel name, and select Subscribe from the drop-down list as indicated in Figure 10-4.

   

    
6. 6.

   Once this is complete, the image download will begin. This will take some time to complete.

    

Monitoring the PUM Download

You can monitor your PeopleSoft Image download progress in PeopleSoft Cloud Manager by doing the following:

1. 1.
   From the PeopleSoft Cloud Manager Repository page, click the Download History menu option in the left-hand navigation as highlighted in Figure 10-5.

   

    
2. 2.
   From the Download History page, find the channel name you are interested in seeing the progress for, and click the arrow button on the right-hand side of the row. This small arrow is noted in Figure 10-6.

   

    
3. 3.
   This will provide a list of all the objects that are either downloaded, in progress, or not yet downloaded for the channel selected. The various download status’ are highlighted in Figure 10-7.

   

    
4. 4.
   This view will also show you if downloads have failed and will also show the reason for the failure. A failed download can be seen in Figure 10-8.

   

    
5. 5.
   Once your download is complete, the Patch Download Status will show sync complete, indicated in Figure 10-9, and all objects that have downloaded to your PeopleSoft Cloud Manager.

   

    

You can also verify that the download is complete in the Downloaded Subscriptions page. Downloads in progress will show a status symbol with a small gear, completed downloaded subscriptions will show a small green check, and failed downloads will show a red x. Figure 10-10 shows successfully completed downloads in the repository.

Creating a PUM Environment Template

Once you have verified that your image has successfully downloaded to PeopleSoft Cloud Manager, you are ready to start the process of provisioning the environment in the Oracle Cloud. To do this, start by logging in to PeopleSoft Cloud Manager and clicking the Environment Template tile to go to the Environment Template home page. The Environment Template tile is found in the PeopleSoft Cloud Manager home page and is highlighted in Figure 10-11.

1. 1.
   Create a new Environment Template by clicking the Add New Template button in the top right-hand corner of the Environment Template home page (Figure 10-12).

   

    
2. 2.

   Give the template a name, in this example ELM PUM, and a description, ELM PUM Image.

    
3. 3.

   Select the PUM image you want to create from the list of databases in the Select Database dialogue.

    
4. 4.
   Click the Next button in the top right-hand corner of the page (Figure 10-13).

   

    
5. 5.
   Select the delivered PUM Fulltier topology on the Select Topology page, and click the Next button in the top right-hand corner of the page (Figure 10-14).

   

    
6. 6.
   On the Define Security step, select the Development Zone, and add any necessary security roles for the PUM Image. In this case the Cloud Manager Admin role is enough. Click Next in the upper right-hand corner as highlighted in Figure 10-15.

   

    
7. 7.
   Review the details on the Summary page and, if you are happy with the results, click the Submit button in the upper right-hand corner of the page. The Summary page and the Submit button are shown in Figure 10-16.

   

    
8. 8.

   Your PUM Template is complete.

    

Creating a PUM Environment

Now that you have created an Environment Template based on the current PUM image and the PUM Fulltier topology, you are ready to create you PUM image in the Oracle Cloud. Start this process by clicking the Environments tile on the PeopleSoft Cloud Manager home page. The Environments tile is highlighted in Figure 10-17.

1. 1.
   Click the Create Environment button in the top right-hand corner of the Environments home page (Figure 10-18).

   

    
2. 2.
   In the Create Environment window, give the new environment a name, a description, and select the template we created in the previous section (Figure 10-19).

   

    
3. 3.
   In the Full Tier Environment Attributes section, fill in the password information in the Credentials section (Figure 10-20).

   

    
4. 4.
   Scroll down to the PeopleSoft Client Credentials section and fill in the Windows Administrator Password required to start the environment as shown in Figure 10-21.

   

    
5. 5.

   Click the Done button in the upper right-hand corner of the Create Environment page (Figure 10-22).

    

You should now see your PUM image in the list of environments with the status of Initiating. Allow the environment to full provision before moving on and using this environment. This is highlighted in Figure 10-23.

Adding a Target to the PUM Image

Now that you have a fully provisioned PUM image in the Oracle Cloud, you will need to add your target database (the database you want to update) to the PUM image to allow for the application of maintenance, new functionality, and bug fixes. To get started setting this up, navigate to the PeopleSoft Cloud Manager home page and click the Environments tile.

1. 1.
   From the Environments home page, click the related actions Details button on the far right of the PUM source environment. This action item is highlighted in Figure 10-24.

   

    
2. 2.
   From the PUM Image Environment Details page, click Manage PUM Connections option on the left-hand navigation (Figure 10-25).

   

    
3. 3.
   Click the Add target button, highlighted in Figure 10-26, and add any environment of the same application type; in this case we can select ELM target environments.

   

    
4. 4.

   Select a target environment from the Target Environment drop-down.

    
5. 5.

   Click the Add button in the top right-hand corner of the Select Target window (Figure 10-27).

    

Completing these steps will start a process to add the target database you selected to the PUM image. This process can take a few minutes for the target database to be configured in the Change Assistant. The Target database is uploaded to the PUM source database for comparison. While the process is running, it will show a status of In Progress. The status of the Target database will change to Complete when this process is done and successful. Conversely, the status will change to Failed if the process did not finish successfully.