Steps to Patch Peopletools 8.55 in a PUM running on Virtual Box

We are keen on exploring some of the functionality behind Elastic Search using our Windows Virtual Box Oracle Linux PUM environments.  I have taken some time to figure out how to update Interaction Hub PI2 on tools 8.55.01 to 8.55.13. 

These steps were based on the info found in PeopleSoftPeopleTools8.55DeploymentPackagesInstallation.pdf  (Appendix B Scenario 3) within the upgrade files.  I would hope this guide can help others who would like to try this out: but I would caution that this is just a proof of concept (ie not for a production environment) ~ anyone reading this is welcome to help improve these steps! 




Assumptions about the VM to be upgraded:

  • On your Windows system: ensure you have lots of free space on your hard drive (100 gigabytes +), and Administrator access
  • These instructions assume you are at least running Oracle Linux PeopleTools 8.55.01 on Virtual Box on Windows.
  • Know your DB Name:  I have IH91U002 for the Portal and HR92U016 for HR
  • Know the root password you set when deploying your PUM: the steps I used are here: http://peoplesoftih.blogspot.ca/2016/04/deploying-unified-nav-on-two-855-pum.html
  • Used Dynamic DHCP when originally setting up the VM
  • Used a hard coded hostname: ih.ps.com that resolves to the 192.168 address (modified hosts on the windows machine so this works).  
  • Used a blank App Server Domain Connection Password
  • Enabled / Ensured VP1 account exists for PIA access (password VP1)


To Begin Upgrade:


download oracle patch dpk files to your windows system C:\DPK_INSTALL_NEW

 

ie:
PEOPLETOOLS-LNX-8.55.13_1of4.zip
PEOPLETOOLS-LNX-8.55.13_2of4.zip
PEOPLETOOLS-LNX-8.55.13_3of4.zip
PEOPLETOOLS-LNX-8.55.13_4of4.zip

Unzip the first directory


Login to the PIA on the system to be upgraded:
navigate to:
Nav Bar > Navigator > PeopleTools > Integration Broker > Configuration > Gateways
Click the Gateway Setup Properties Link
-Username: administrator
-Password: password

take a screen cap of your PS Node Config.

 

shut down your VM; on the Virtual Box console,
-login as root
-enter command shutdown now


The Most Important Step!

-On Oracle VM Virtual Box App in Windows, take a Snapshot of your env when it's off… you can restore to here if things go awry.


Mount as shared directory called DPK, using auto mount:

On Oracle Virtual Box,

goto Machine -> Settings -> Shared Folders

hit the green folder and set the folder path as:
C:\DPK_INSTALL_NEW
folder name: dpk
check auto mount





boot vm again

login as root


backup startup scripts: (after the update, these seemed to disappear)

cp /home/psadm2/psft/pt/8.55/appsrv/APPDOM/psft-appserver-domain-appdom.sh  /home/psadm2/psft-appserver-domain-appdom.sh
cp /home/psadm2/psft/pt/8.55/websrv/peoplesoft/psft-pia-domain-peoplesoft.sh /home/psadm2/psft-pia-domain-peoplesoft.sh
cp /home/psadm2/psft/pt/8.55/appsrv/prcs/PRCSDOM/psft-prcs-domain-prcsdom.sh  /home/psadm2/psft-prcs-domain-prcsdom.sh



sign in as psadm2 to run psadmin utility

su psadm2
psadmin


navigate to
app server [1]
Admin Domain [1]
AppDomain [1]



take note of your app server settings:


Configure Domain 4

Say yes to allow domain to shut down




q to return to prev menu,
and return back to PeopleSoft App Server Admin


Delete domain [3]

APPDOM


Quit out of the admin tool
Exit to sign out as psadm2 (so that you are root)


navigate to the PSHOME and delete it:

cd /opt/oracle/psft/pt

rm -rf ps_home8.55.01



on the console mount the shared VM folder:

sudo mount -t vboxsf dpk ~

cd ~

and ls should show the DPK directories you downloaded

drill down to the 1st directory and setup
cd PEOPLETOOLS-LNX-8.55.13_1of4/setup


Run this:

./psft-dpk-setup.sh --env_type midtier --deploy_only --deploy_type tools_home




This process takes a while

When prompted,
Set database platform [ORACLE]


When this is done: we need to set $ORACLE_HOME again (the upgrade changed these)

navigate to
cd /home/psadm2/

copy the existing .bashrc file
cp .bashrc .bashrcbak


edit the file
vi .bashrc
type i to insert
change
export ORACLE_HOME=/opt/oracle/psft/db/oracle-server/12.1.0.2

press escape then
:wq!

that should save the file.

repeat the same steps for setting $ORACLE_HOME
/home/oracle/





On Windows 

unzip the fourth file: in C:/DPK_INSTALL_NEW: 

PEOPLETOOLS-LNX-8.55.13_4of4.zip twice

navigate in CMD (right click cmd to run as administrator) to the file you unzipped

run

Run SetupPTClient.bat -t

Do you want to deploy PeoleTools Client? Yes

Select Oracle DB

Select Default PSHOME dir

Yes to configure PT Client

DB Name: IH91U002
Server: ih.ps.com

Username: VP1
connect ID people
Connect Password peop1e

Select option 2 (ptools patch)

Yes to change assistant

Use a new path: C:\program files\peoplesoft\CA85513
(upgrading it over itself didn’t seem to work for me so I created a new instance)

No to Change Impact Analyzer

No to PTF

No to configure PTF

Run Change Assistant (right click, run as Administrator)

Select Update Manager, next

Enter
PS Home: C:\PT8.55.13_Client_ORA\
Staging Directory: c:\staging  (created this one)
Output Directory: c:\output  (created this one)
SQL Query Tool: path to SQLPLUS.exe IE:
C:\app\client\Administrator\product\12.1.0\client_1\BIN\SQLPLUS.exe

Click next until you see an option to Apply a Patch to your current PT release


Click Next

Create new DB Connection:

Type Oracle
DB Name: IH91U002 or HR92U016
User ID VP1
Password VP1
Access ID SYSADM
Access Password SYSADM
Connect ID people
Connect Password peop1e

next until finished

wait for change assistant to finish.

Go Back to the Linux Console as root

su psadm2
psadmin
1 Application Server
2 Create a Domain

Enter Name: APPDOM

Config Template: Developer
Used Config: (based on screen cap of Domain Setting Above)
1. Pum Sub Yes
2. Quick Server No
3. Query Server No
4. Jolt Yes
5. Jolt Relay No
6. WSL No
7. PS Debugger No
8. Event Notification Yes
9. MCF Servers No
10. Perf Collator Yes
11. Analytic Servers Yes
12. Domains Gateway Yes
13. Push Notification Yes
17. DBNAME IH91U002
18. DBtype ORACLE
19. UserID VP1
20. UserPswd VP1
21.DomaninID APPDOM
22. AddToPath .
23. ConnectID people
24. ConnectPswd peop1e
25. DomainConnectPswd []
26. WSL Port 7000
27. JSL Port 9033
28. JRAD Port 9100


enter 14 to load the config

quit out till you see step 7) Refresh Config Home on the PeopleSoft Server Administration Screen.

exit to root

restore the .sh files you backed up

cp /home/psadm2/psft-appserver-domain-appdom.sh /home/psadm2/psft/pt/8.55/appsrv/APPDOM/
cp /home/psadm2/psft-pia-domain-peoplesoft.sh /home/psadm2/psft/pt/8.55/websrv/peoplesoft/
cp /home/psadm2/psft-prcs-domain-prcsdom.sh /home/psadm2/psft/pt/8.55/appsrv/prcs/PRCSDOM/

Use vi to edit each of these files replacing the old tools version PS_HOME file to the new version (ie replace 8.55.01 with 8.55.13).  


run a shutdown -r now


When the system comes back up, you should then be able to login via the PIA and everything should come back up.


POST PIA Steps

navigate to:
Nav Bar > Navigator > PeopleTools > Integration Broker > Configuration > Gateways
Click the Gateway Setup Properties Link
-Username: administrator
-Password: password

set your PS Node Config based on what you captured with updated tools versions. (these were gone after the upgrade). 



And integrations should be working again.

Ctrl-shift-j sanity check:




And that should be it! If you have any suggestions below, please sound off in the comments! 

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