This document provides an overview of PeopleSoft's new PeopleSoft Update Manager (PUM) and strategies for keeping a PeopleSoft environment updated. PUM uses Oracle VirtualBox virtual machines to deliver preconfigured, up-to-date PeopleSoft environments to customers via regular PeopleSoft Update Images. It also allows customers to search for and selectively apply patches and updates using the PUM PIA application. The document outlines proactive, selective, and reactive maintenance strategies and recommends a combination of selective and reactive approaches, including applying all available updates at least once a year.

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

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.
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5. 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.

7. 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

8. 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.

9. 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.

10. 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.
Reactive

11. 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.

12. 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.
Short-term Planning

15. 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.
ServicesServices

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