Thursday, 13 April 2017

5 things about PeopleSoft Update Manager Change Packages

PeopleSoft 9.2 applications have been following a continuous delivery model since March 2013. Selective Adoption is the term used to describe this model and is characterised by the ability for customers to choose what updates they apply and when they apply them (a key differentiator between PeopleSoft and cloud SaaS applications).

PeopleSoft Update Images (often referred to as PIs (PeopleSoft Images), PUM Images or just Images) are the delivery mechanism for all PeopleSoft application updates (fixes, regulatory updates and new features).  

PeopleSoft Update Manager is a tool within the PUM Image which is used to select updates and define Change Packages for deployment.

Change Assistant tool is then used to take these package definitions and build the physical Change Package.

I'm presenting at the UKOUG PeopleSoft Roadshow in London on 26 April on Selective Adoption and the Oracle Cloud so come along to join in the discussion.

Until then... here's 5 things about Update Manager Change Packages:

1. PeopleSoft Update Manager Change Packages are used to deploy application updates to a target PeopleSoft system.  The package itself is a single ZIP file containing all* files necessary to apply one or more application Updates to a target PeopleSoft system (*see thing 4 below for exception to this).
2. You create a PUM Package using the Define Appliction Package menu option in the PUM Dashboard.  This can be found in the PUM Image: PeopleTools > Lifecycle Management > Update Manager
3. You apply a PUM Package to your target PeopleSoft system using Change Assistant (a Windows based tool which orchestrates the execution of predefined actions such as SQL and DataMover scripts, App Designer Projects, etc).
4. The first time you apply a package you apply it in "Initial Pass" mode.  This will add to the Package ZIP file any additional files necessary to apply the package in "Move to Production" (MTP) mode - additional files such as Datamover DAT files for loading messages and other meta data along with customised Application Designer objects if any customisations had to be re-applied.  In Initial Pass mode Change Assistant must have access to the same PUM Image as was used to create the Package and must have access to the target PeopleSoft system.  Change Assistant is expecting to not only reference the PUM Image for application data but also is expecting to find the defined Change Package in the PUM Image.
5. After Initial Pass you end up with a new ZIP file that contains everything you need to deploy the Updates to your target PeopleSoft systems.  Once you have this final ZIP file Change Assistant does not need access to the PUM Image again.