peoplesoft environment cloning automation -...
TRANSCRIPT
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REMINDER
Check in on the
COLLABORATE mobile app
PeopleSoft Environment Cloning Automation
Prepared by:
David Pigman
Technical Architect
SpearMC Consulting
Session ID#: 102720
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• Silence Audible Devices• Note Fire Exits• Partake of Refreshments• Note Quest Staffers (green shirts) and
Room Monitors• Complete Feedback Form• Ask Questions
Administrative Notes
Please:
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Table of Contents
■ About SpearMC and Your Presenter
■ Resources
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About SpearMC and Your Presenter
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© 2015 SpearMC Consulting
Founded in 2004, SpearMC is a technology and professional services firm specializing in
PeopleSoft Financials and Supply Chain Management
PeopleSoft Human Capital Management and Payroll
ERP Architecture and Application Development
Project and Program Management (PMO)
Change Management
ERP Training
Mobile Technology
About SpearMC
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© 2015 SpearMC Consulting
We focus on local market delivery and capability development in line with industry focus areas unique to the regions we serve.
Regional offices in Chicago, Denver, Oklahoma City, Seattle and San Francisco
About SpearMC
Our local and well-connected network of top-tier business analysts, technical leads, developers and project managers keep travel cost to a minimum.
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© 2015 SpearMC Consulting
About SpearMC
A decade of sustained and focused growth.
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© 2015 SpearMC Consulting
Each member of our Leadership Team leverages over 20 years of experience in Technology, Financial and Business Transformation.
About SpearMC
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© 2015 SpearMC Consulting
Industry focus areas include:
Energy
Transportation
Healthcare/Biotech
Government
Media/Technology
Consumer Products
Financial Services
Higher Education
About SpearMC
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© 2015 SpearMC Consulting
Oracle Gold Partner since 2008:
Gold Level Partner
PeopleSoft Specialization
Applications Reseller
Hardware Reseller
About SpearMC
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Services and Competencies.
© 2015 SpearMC Consulting
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© 2015 SpearMC Consulting
Technology and Business Consulting
Full-service ERP and BI Selection, Implementation and Integration
o PeopleSoft
o JD Edwards
o Oracle EBS
o Hyperion
o Dynamics AX
ERP Training
IT Transformation and Strategy
Infrastructure and Architecture
ERP Application Development
Capability Assessment
Services and Competencies
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© 2015 SpearMC Consulting
Program and Project Management
Business Transformation
Project Management Office
Project Portfolio Management
Change Management
Operations Improvement (Six Sigma, Lean)
CIO and CTO Advisory Services
Strategy for Pricing and Revenue Enhancement
Services and Competencies
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Methods and Tools.
© 2015 SpearMC Consulting
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© 2015 SpearMC Consulting
Needs Analysis Assess Staffing Requirements
IT Strategy and Transformation
ERP Selection and Integration
Business Transformation
Project Management
Complement Existing Expertise
Capability Assessment
Methods and Tools
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© 2015 SpearMC Consulting
Continuous Improvement
Six Sigma and Lean
Agile Project Management Techniques
Change Management
Tools, best practices and proven management techniques include:
Methods and Tools
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People and Workforce.
© 2015 SpearMC Consulting
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© 2015 SpearMC Consulting
Our consulting specialists and network of business analysts, technical leads and project managers combine technical specialization, industry experience, and operations improvement best practices custom-tailored for the job at hand.
People and Workforce
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© 2015 SpearMC Consulting
Continuous Learning Regular attendance at trainings and seminars
Knowledge Sharing Presenting at local and national levels
o Oracle Open World
o Quest Collaborate
o PeopleSoft ReConnect
People and Workforce
o JDEdwards InFocus
o Regional User Groups
o SpearMC Road Shows
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© 2015 SpearMC Consulting
Certifications and Specializations
CPA, PMP, Six Sigma, APICs, SCRUM Master
Lean Six Sigma, Lean Manufacturing
Global ERP Transformation, Supply Chain, Strategy and Continuous Improvement
PeopleSoft Financial Management (FMS)
PeopleSoft Human Capital Management (HCM)
PeopleTools Technology
People and Workforce
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© 2015 SpearMC Consulting
Project/Fixed Bid Work
Contingent Workers
Temp-to-Perm
Permanent Placement
BPO (Finance / Accounting)
BPO (IT / ERP Operations)
BPO (PMO Office)
RPO (IT / ERP Recruiting)
People and Workforce
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Our Proposition.
© 2015 SpearMC Consulting
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© 2015 SpearMC Consulting
Industry Expertise
SpearMC offers deep knowledge of ERP systems and
integration, IT strategy and operational improvements.
Let us help you improve the operating and financial
performance of your investments.
Our Proposition
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© 2015 SpearMC Consulting
Staffing for IT and Business Transformation
Supplement, complement, enhance, or expand your
portfolio of skills and experiences with SpearMC
resources fast and effectively.
Our Proposition
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© 2015 SpearMC Consulting
Outsource Project Management
Flawless execution with a focus on business process
redesign and continuous business improvement.
Our Proposition
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Your Presenter
David PigmanTechnical [email protected] x804www.SpearMC.com
Certified professional with over twenty years of consulting experience in all phases
of large scale implementations
Leads SpearMC’s Application Development and Technical Infrastructure initiatives.
PeopleSoft Integration Expert and Developer
© 2015 SpearMC Consulting
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Environment RefreshAutomation
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Types of Refreshes
■ DMO – Demonstration to SND - Sandbox
■ PRD – Production (Ad-Hoc) to
▪ TST – Test
▪ DEV – Development
▪ UAT – User Acceptance
■ PRD – Production (Scheduled) to
▪ CLN – Clone
— Refreshed daily to assist with troubleshooting production issues.
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Automation
■ Development Tools
▪ VBScript
▪ PowerShell
▪ Countless Scripting Tools
▪ SQL
▪ DOS
■ Guidelines
▪ Use variables in your program instead of hard coding the target
environment and ports. This will save a great deal of time of not
having to maintain numerous individual scripts.
▪ Encrypted Passwords can be used
— Password = '0yEP+Yv1CTyag='
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Port Strategy
■ Retaining last two port characters for the same services makes it easy to find and replace all ports on Application Server and Process Scheduler configuration files
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Web Profile
■ Web Profiles DEV, TEST and PROD
■ Authentication Domain
▪ Delete row from PSWEBPROFNVP
— where WEBPROFILENAME = [Variable] and PROPERTYNAME =
‘AUTHTOKENDOMAIN’
▪ Insert row into PSWEBPROFNVP
— WEBPROFILENAME = [Variable] / DEV
— PROPERTYNAME = ‘AUTHTOKENDOMAIN’
— PT_PROPVALUE = [Variable] / .domain.com
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Web Profile■ Help URL
▪ Update PSWEBPROFNVP
— PT_PROPVALUE = [Variable]
– 'http://docs.oracle.com/cd/E52390_01/fscm92pbr3/eng/index.html'
— where PROPERTYNAME = ‘HELPURL’
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Integration Broker Gateway
■ Update PSGATEWAY
▪ CONNURL - 'http://' + @websrv + '.domain.org:' + @httpport +
'/PSIGW/PeopleSoftListeningConnector‘
▪ WHERE CONNGATEWAYID = 'LOCAL'
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Integration Broker – Connection Properties
■ Update PSCONNPROP
▪ PROPVALUE - 'http://' + @websrv + '.domain.org:' + @httpport
+ '/PSIGW/PeopleSoftListeningConnector‘
▪ WHERE CONNID = 'PSFTTARGET‘ AND CONNGATEWAYID =
'LOCAL‘ AND PROPNAME = 'URL'
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Access Profile
■ Update PSACCESSPRFL
▪ ACCESSPSWD = '0yEP+Yv1CTyag='
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REN Server
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REN Server■ Delete rows from Tables if Duplicates are Found
▪ PSREN, PSMCFRENURLID, PSRENCLUSTER,
PSRENCLUS_OWNER
■ Insert into or Update PSREN
■ Insert into or Update PSMCFRENURLID
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PeopleSoft Options
■ Oracle Help / Environment Information
▪ Update PSOPTIONS
— SYSTEMTYPE = SND, SHORTNAME = FMSSND, LONGNAME =
Sandbox, GUID = ‘ ‘
— F1URL = http://docs.oracle.com/cd/E52390_01/fscm92pbr3/eng/index.html
— CTRLF1URL = http://docs.oracle.com/cd/E52390_01/fscm92pbr3/eng/index.html
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Report Repository
■ Report Nodes
▪ UPDATE PS_CDM_DIST_NODE
— SET URL = 'http://' + @websrv + '.domain.org:' + @httpport + '/psreports/' + @sitename
— WINNETWORKPATH = '\\' + @websrv + '\D$\psreports'
— URI_RPT = 'http://' + @websrv + '.domain.org:' + @httpport + '/psc/' +
@sitename +
'/EMPLOYEE/ERP/c/CDM_RPT.CDM_RPT.GBL?Page=CDM_RPT_INDEX&Actio
n=U&CDM_ID='
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User Profile
■ Update PSOPRDEFN
▪ E-Mail— EMAILID = [email protected]
▪ Prevent Password Expiration for System IDs
— LASTPSWDCHANGE = 2099-12-12
— where OPRID = PTWEBSERVER
▪ Update Password
— OPERPSWD = {1}d/deg1lr2lp6nqtCuA42YhVvFw=
— OPERPSWDSALT = JDRFNlk53fn/GIqdRRERghmQ==
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User Assigned Roles - Build SQL with Excel
■ Formulas
▪ Insert/Value Statement
— = "insert into PSROLEUSER values ('" & A2 &"','" & B2 & ",'N'" & ")“
▪ Insert/Select Where not Exists. Prevents Insert Statements from
Failing
— = "insert into PSROLEUSER SELECT '" & A2 & "','" & B2 & "','N'" & "
FROM PS_INSTALLATION WHERE NOT EXISTS (SELECT 'X' FROM
PSROLEUSER RU1 WHERE RU1.ROLEUSER = '" & A2 & "' AND
RU1.ROLENAME = '" & B2 & "' AND RU1.DYNAMIC_SW = " & "'N')"
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User Assigned Roles – Backup and Restore
■ Data Mover
▪ Data Mover PSROLEUSER Export
▪ Restore Data Mover IMPORT PSROLEUSER AS XX_ROLEUSER
— Delete or Insert after refresh based on differences
■ DBLink
▪ Save backup of PSROLEUSER to custom XX_ROLEUSER table in
Production with target environment name as primary key
▪ Delete or Insert after refresh based on differences
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After Refresh
■ Clear Cache
▪ Shut down all App/Batch/Web/SES services. Clear Cache and start
services
▪ Application Server
▪ Web Server
▪ Batch Server
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File Paths and Database Links Configure instead of Hard Code
■ This is a subtitle or bulleted list
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Configurable Pages for Database Links
■ Automatically changes references to database links after a refresh
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Configurable Pages for Database Links
■ Application Engine Code Reference
■ SQR Code Reference
▪ FROM [$TableDBLNK] TC
%InsertSelect(%Bind(CP_KEYVALUE,NOQUOTES), %Bind(CP_KEYVALUE,NOQUOTES))
FROM %Table(%Bind(CP_KEYVALUE,NOQUOTES)) %Bind(U_DBLINK, NOQUOTES)
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Configurable Pages for File Paths
■ Automatically changes file path references after a refresh
▪ Use custom API methods and SQR functions to resolve file paths.
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SQL Script ExampleMicrosoft SQL ServerClient Example
■ This is a subtitle or bulleted list
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SQL Refresh Script
■ Variables assigned and set in the beginning of program for easier maintenance
▪ Requires one script per refresh PRD – DEV, PRD – TST etc…
![Page 50: PeopleSoft Environment Cloning Automation - …spearmc.com/.../2015/02/PeopleSoft-Environment-Cloning-Automation.pdfPeopleSoft Environment Cloning Automation ... PeopleSoft Human Capital](https://reader033.vdocuments.mx/reader033/viewer/2022052207/5adaf51c7f8b9a137f8e2ed7/html5/thumbnails/50.jpg)
SQL Refresh Script
■ Variables assigned and set in the beginning of program for easier maintenance
▪ Requires one script per refresh PRD – DEV, PRD – TST etc…
![Page 51: PeopleSoft Environment Cloning Automation - …spearmc.com/.../2015/02/PeopleSoft-Environment-Cloning-Automation.pdfPeopleSoft Environment Cloning Automation ... PeopleSoft Human Capital](https://reader033.vdocuments.mx/reader033/viewer/2022052207/5adaf51c7f8b9a137f8e2ed7/html5/thumbnails/51.jpg)
SQL Refresh Script
■ Variables in use to build refresh statements
![Page 52: PeopleSoft Environment Cloning Automation - …spearmc.com/.../2015/02/PeopleSoft-Environment-Cloning-Automation.pdfPeopleSoft Environment Cloning Automation ... PeopleSoft Human Capital](https://reader033.vdocuments.mx/reader033/viewer/2022052207/5adaf51c7f8b9a137f8e2ed7/html5/thumbnails/52.jpg)
Please complete the session evaluationWe appreciate your feedback and insight
Session ID#: 102720
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