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PeopleSoft Enterprise Support Blog

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The PeopleSoft Enterprise Support organization tries out various channels for getting helpful information to you in a proactive manner, and the PeopleSoft Enterprise Support Blog has been one of the ways that we tried to do this.  At times we know that it has been modestly successful just from the number of customers who view the various articles that we have posted here. As newer channels become available and older ones more prominent, we feel that now is a good time to retire this blog in favor of some of our more established and widely used channels of communication.


We will not be posting new articles to this blog, but we do invite you to use these other spaces available in My Oracle Support.


The PeopleSoft Information Portal  is our one stop shop for important information from our Development and Strategy teams and you can also find valuable information from Sales and Marketing, Quest International User Group and items that may be pushed out from your Support team.  At the bottom of the portal you’ll find links to other sites of interest as well as blogs and forums regarding PeopleSoft applications, communities and principals.


Of course, we also invite you to be a part of our vibrant and growing My Oracle Support Communities. These communities are established for various product areas and families throughout the PeopleSoft Enterprise suite. You can post your own questions and add to the conversation with your peers and your PeopleSoft Enterprise Support team, earn points, grow your reputation and keep your own personal and professional network thriving.


We’ve enjoyed sharing with you over the last several years and hope that this blog has helped make your job easier and more successful.  We’re all still very much a part of the MOSC environment and if you participate in our communities you’ll see us there as well. 


Thank you for being a part of this blog and we continue to look forward to working with you in the future.


          ---  Dan

Creating a PeopleSoft Non-Technical Service Request



What is the difference between a Technical and a Non-Technical Service Request?


Technical Service Requests


--You are installing the PeopleSoft product and run into an error.

--You wish to apply a Tax Update but cannot find the Update on MyOracle Support (MOS).

--You are looking for non-current upgrade materials on MOS.

--A Cobol program does not compile, but instead, gives off errors.

--The process scheduler (or application server or web server) does not boot up.


For all of the above, you need to work with a support analyst to debug these issues.

You may need to provide logs, screenshots, or trace files.


Non-Technical Service Requests


--When you want to request software that you cannot locate in your application's Update Home Page or on the PeopleTools and Patches home page, or in e-delivery (Oracle's Support Delivery Cloud).


How to create a non-technical service request? 

In MyOracle Support, select the Service Requests tab.

See section labeled Contact Us Service Requests.




Click on Create "Contact Us" SR.

Fill in the Problem Summary with appropriate information.


For Problem Type, select from the drop down:

   Software and OS Media Requests

Then choose what is appropriate:

   electronic download Software and OS Media Request

   exception physical Software and OS Media Request


You will also need to enter your Support Identifier.

Click "next" and review materials presented to you, and "next" again to create the service request. 

The service request will be routed to a specialist who can advise you in obtaining the materials requested. 

ADVISOR WEBCAST: PeopleSoft - Embracing the Oracle Cloud to be held on March 27, 2018


This one-hour advisor webcast is recommended for any PeopleSoft Customer or Partner who is considering to move a PeopleSoft environment from an On-Premise setup to the Cloud.


Topics Include:

  • The Benefits of the Cloud without leaving PeopleSoft
  • Cloud Manager
  • Lift and Shift
  • Common Questions
  • Roadmap


Register now by going to Document 2361877.1.

The PeopleSoft PeopleTools 8.56 Upgrade Home Page (Doc ID 2270700.1) contains a link to directions on how to do this.

This documentation will walk you through the steps needed to perform a PeopleTools-only upgrade to PeopleSoft PeopleTools 8.56 using the PeopleSoft PeopleTools DPKs. Be sure to read this before you start your upgrade, because the process flow is different from the traditional method. This documentation is needed in addition to the regular upgrade documentation, found in Doc 2270700.1, section Upgrade Documentation.


  Performing a PeopleTools–Only Upgrade Using PeopleSoft PeopleTools DPKs


Upgrade Flow.bmp



More instructions follow this diagram.


If you need to patch PeopleTools to a higher release than what is delivered in the image,

See PeopleSoft PeopleTools Patches Home Page (Doc ID 2062712.2) / Best Practices tab.

The FMS and SCM bundles for release 9.1 are not available and posted to My Oracle Support. Below are links to the patches. Download them today to get the latest fixes.


FMS FINANCIALS BUNDLE #42 - Patch 26924458

FMS ESA BUNDLE #42 - Patch 26924496

SCM BUNDLE #42 - Patch 25403911

The HCM 9.1 to 9.2 PI 24 upgrade is now available.

This upgrade was written for upgrading the HCM application to 9.2 PI24 on the PeopleTools release PT 8.56.03+.   


Top of Doc 1959519.2.bmp


In the PeopleSoft Human Capital Management Upgrade Home Page (Doc ID 1959519.2), see the tab at the top for this new upgrade.

Located there are the materials for this upgrade: 


    upgrade path certification chart

    demo-to-demo compare reports

    upgrade documentation in pdf and html formats

    and more.


Also on this page is the link to a renamed Getting Started on Your PeopleSoft Application Upgrade document, dated October 2017.



Where are the Upgrade Source Images?

Yes, a new Upgrade Source Image for the upgrade 9.1 to 9.2 PI 24 is available, posted to the HCM Upgrade Home Page tab HCM Upgrade Source Images.

This Source Image is HCM 9.2.003.


Second Top of Doc 1959519.2.bmp


The Upgrade Source Images for all PeopleSoft product pillars were previously posted to the

PeopleSoft Upgrade Source Images Home Page (Doc ID 1552580.1) but in the future will be available on their specific product's Upgrade Home Page. 


We suggest a thorough review of all sections of the Upgrade Source Images tab.  Topics covered there include Languages, Unicode, the certified Upgrade Path and details, Hardware/Software requirements, and a variety of useful links to needed documentation.   For an overview of the steps needed to use the Upgrade Source Images, see (the document linked there) titled Using Upgrade Source Images for PeopleSoft Application Upgrades.



Will the VCDs for HCM 9.2 PI 24 be available soon on the Oracle Support Delivery Home Page (previously e-delivery)?

No.  To learn more, read the new Tech Update - PeopleSoft Application DPKs Replace VCD Installation with PeopleTools 8.56 (Doc ID 2291199.1).


Just to review

The latest PUM "PI" Image 24 will be needed in order to create the Upgrade Change Package, which contains the upgrade job template. The PI is also needed to generate the required-for-upgrade patches project.  


Really important

When using the HCM Update Image 24, and until the future Update Image 25 is generally available, you will have to first apply the PRP 26969666 to the PI 24, to be able to generate the upgrade template.  The PRP is to be applied to the PI 24, not the to Upgrade Source Image.  Refer to the note on the PeopleSoft Human Capital Management Upgrade Home Page (Doc ID 1959519.2), section Upgrade Packages (Change Assistant templates).


The Upgrade Source Image is used to setup the Upgrade Source environment.  The RFU project is applied to the Upgrade Source environment.

Even if your upgrade is using the Upgrade Source image 003, which is HCM 9.2 PI 24, you will still need the PI Image 24 in order to obtain the most recent RFUs and the Upgrade Change Package, which contains the upgrade template and html documentation.  A PRP, 26969666 , should first be applied to the PI Image 24 to obtain the upgrade template.

Campus Solutions Bundle 47 has been posted to My Oracle Support, and the corresponding Master Note for this bundle is also now available.


If you follow the link to the recently posted Campus Solutions CS 9 Bundle #47 - Master Note for Questions or Problems with Patchset 25497275 (Document 2320858.1) you will find a great deal of reference material and a long list of “no problems found” entries.  While we hope that we never find any problems to list in this document, you can alleviate a lot of headaches stemming from the application of this recently posted bundle by reviewing this master note during your planning phase.


The intention of a Master Note for a Campus Solutions Bundle is to provide you with information regarding problems or issues with the application of the bundle, including any functional issues that have been reported and believed to be the result of applying this bundle.  In the Master Note, you will find sections for:


  • General Information on documentation, policy and the contents of the bundle
  • Problems applying the bundle, which will be continuously updated for any issues reported to Support
  • Functional problems attributed to this bundle in any of the Campus Solutions products
  • For each bundle; Campus Solutions Product Information Center
  • Campus Solutions Master Bundle Index
  • Patchset’s Readme File or Download for detailed descriptions of all fixes contained in the bundle.


For additional documentation regarding the bundle, please see...


Three passes in the Upgrade process.jpg


     Three passes in the Upgrade process. Test Move to Production is in the middle.  For more information, see Getting Ready for your PeopleSoft Upgrade

     on the PeopleSoft PeopleTools 8.56 Upgrade Home Page (Doc ID 2270700.1).


The Test Move to Production Pass


Application upgrades consist of 3 different passes:  the Initial Pass, and the Test Move to Production Pass (MTP), and the Final Move to Production pass.  A good big-picture explanation of the Test Move to Production Pass 

is located in the upgrade documentation in section "Understanding the Test Move to Production Passes":


The Test Move to Production pass is a different series of steps (from the initial upgrade pass).  It

includes a subset of the previous tasks, and takes advantage of the tasks performed during the first upgrade pass.


You should perform as many Test Move to Production passes as necessary to work out any issues and to be

comfortable with the process. During each Test Move to Production pass you will be able to refine the process so

that you can save time and avoid manual processes. These test passes will also let you know how long the process

takes so that you can plan your production downtime for your Move to Production weekend.


The steps executed in the MTP pass vary (from the initial upgrade pass) in several ways. Many of the tasks and steps

in the initial test pass will be replaced in the MTP pass with PeopleSoft Data Mover export and import scripts.


In the initial pass, some steps required you to make functional decisions and take time to manually set up data. That

data can be copied from the first database to the next, saving you setup time and eliminating the chance for manual

error or typos.


The MTP pass does not repeat the database compare/copy steps. You made the decisions once; there is no

need to repeat these steps. Instead, a PeopleSoft Data Mover script, MVPRDEXP, will export all of the tables that

contain the PeopleSoft PeopleTools objects like records and PeopleCode from the first database. Another

PeopleSoft Data Mover script, MVPRDIMP, will import those tables into the second database.


Anything you have done to PeopleSoft PeopleTools objects while executing or testing the first pass

   -copied objects from the Demo database

   -reapplied customizations

   -applied updates from the My Oracle Support website


will be moved to the second Copy of Production with these scripts.


Another important difference in the MTP pass is the handling of SQL scripts that create and alter tables. In the

initial pass, you generate and sometimes edit, then execute the SQL scripts. In the MTP pass, you may be able to

skip the generation steps and use the SQL that you previously generated. This is another way to save time in your

critical go-live window.


What are commonly asked questions regarding the Move to Production Pass?


Why do the MTP pass anyway?


Q: If the Source database requires an initial environment that is up to date,  then what is the advantage of doing a

move-to-production run?  This can only add to the amount of time to perform the upgrade.  Plus, the initial pass

does not seem as efficient to do, as a move-to-production pass.  One issue is that it seems that the Users are taken from the Source

rather that the Target.     


A: The Initial Pass includes tasks for the Upgrade compare and copy (you make decisions here); and a task to set aside customizations to be preserved.  The MTP does not include these tasks.  Regarding the users from Source...see next...


Production Changes to Psoprdefn are lost


Q: In the different MTPs in an upgrade, the PSOPRDEFN table is copied from Source to Target through data mover export

and import scripts (Mvprdexp.dms and Mvprdimp.dms). This procedure does not take into consideration any new values that might be in the Target environment -- because it data-replaces the table. This means that new users (i.e. new rows in PSOPRDEFN table) in the live production environment will be lost from the final move to production. Is this the expected behavior?


A:  Yes. The upgrade requests that you "freeze changes to production" during the course of the MTP upgrade pass.

To workaround this design see  E-UPG PT8.2x, PT8.4x, PT8.5x: How to Preserve Security through Upgrade Passes (Doc ID 642944.1).  


Why do the PeopleTools Upgrade in MTP?


Q: We are currently in the process of upgrading PeopleSoft to version 9.2. When we create a 'move to production' pass

in the Change Assistant,  a PeopleTools upgrade job is created as well. Since the application upgrade contains a step

to export and import all PeopleTools tables (Task 4-1-3: Exporting PeopleTools System Tables and Task 4-1-4:

Importing PeopleTools System Tables) can this PeopleTools upgrade be skipped?


A:  Go back and review the tasks in the PTools Upgrade.  You will see that they are more than just an export-import.  


Upgrade passes and Preserving customizations


Q: When applying updates, you need to select a Pass type.  What is the correct pass type to select?


A: Please review E-PUM How to Create a Change Package Incorporating Customizations with PeopleSoft Update Manager (PUM) (Doc ID 1566344.1).


Additional patches, upgrading PeopleTools, applying a Tools patch


Q:  When are the required-for-upgrade patches to be applied?  Is it one-and-done?

A: These are most usually applied to the Source environment as the upgrade begins.  But that’s just one time to apply them;  it is

important to frequently search for and apply the Required at Upgrade fixes for your particular application.  For more information,

See the PUM Home Page (Doc id 1641843.2) > tab Install and Upgrade > Required at Upgrade patches.  This section has instructions for applying the required at upgrade patches during the different stages of the upgrade:  beginning of the upgrade; before data conversion;  and between upgrade passes.


Q:  Can we upgrade PeopleTools between upgrade passes? Or, what about tools patches?

A: Oracle does not support Tools upgrades between upgrade passes.  The Upgrade Templates are written for a specific application release and PeopleTools target release.  This is found in each Upgrade Home Page’s section Upgrade Certification Path.  You are free to apply a PeopleTools patch between upgrade passes, but it is rarely required to do so. 


Change Assistant should point to the correct database


Q: We are upgrading from PeopleSoft 9.1 to 9.2, PeopleTools 8.52 to 8.55.

For the Move to Production pass, 2 jobs were created “softwareupdate.PeopleTools_Only_Upgrade.{HCM92DEV-HCM92QA}MTP”

and “UPG.HCM91TO92UPG.{HCM92DEV-HCM92QA}MTP”. The PeopleTools only upgrade ran successfully but the second job, (the HCM application upgrade) kept failing at the non-manual steps.

Step “Running the Application Filter” failed because “Change Assistant Failure: Filter Query steps are not supported

for 8.52 and lower databases.”  and  Step “Applying the UPGOPT Project” failed because “System Error : The database is at release 8.55.  The PeopleTools being run require databases at release 8.52.”

How should this be resolved?


A: When creating the new Change Assistant Upgrade job for the Test Move to Production pass, take care to specify the correct databases for Source and Target.

You will need to create a new PeopleSoft Change Assistant job for each test Move to Production pass.



KM references


E-UPG PT8.2x, PT8.4x, PT8.5x: How to Preserve Security through Upgrade Passes (Doc ID 642944.1).

E-PUM How to Create a Change Package Incorporating Customizations with PeopleSoft Update Manager (PUM) (Doc ID

  1. 1566344.1).

E-UPG: Applying Additional Maintenance in the Upgrade Passes (Not Required For Upgrade) (Doc ID 1280840.1)

HCM Upgrade: How to Preserve Queries and Tree Objects (Doc ID 2153527.1)

PUM Home Page (Doc ID 1641843.2)

E-UPG Understanding the Upgrade Certification Path section of an Upgrade Home Page (Doc ID 1970917.1)

CS 9.2.006 Update Image has been posted to My Oracle Support.  As part of this effort, the following pages in MOS have been changed to reflect this posting:


The PUM Home Page for all information and details about the PeopleSoft Update Manager

The Campus Solutions Update Image Documentation Page for detailed documentation on this and other Campus Solutions Images

Campus Solutions Online Help for online help through Update Image 6


And please visit the video Image Highlights for Campus Solutions Update Image 6 for more information

New in PT 8.56 and the PT 8.56 Tools Upgrade


No PTools patching:  the full codeline is delivered containing the PeopleTools patch

Here’s an example – PT 8.56.01 the full codeline contains the 01 patch. Each subsequent PTools patch

will be delivered with a full codeline.

Where is the patch change package?  See PS_HOME\PTP.


Elasticsearch is the supported search tool with PT 8.56.   SES/Verity is not supported with this release.

A pre-upgrade manual task will remove the SES indexed data from the SES server.


Upgrade efficiencies:

A two-stage copy will help streamline the upgrade.  The records, fields, and indexes will be copied first,

then the records are built, and then the remaining object types are copied.

Data mover scripts will be ‘optimized’.  For similar scripts run with the same id, they will be auto-consolidated into a single nested script.


There will be a delivered Linux CA client, but not supported for use with the PT 8.56.01 upgrade.


There is no delivered PeopleTools System database with PT 8.56, and no upgrade for the PeopleTools System database to PT 8.56.


Translations for the upgrade will be delivered in PTxx.dms scripts, instead of through a PTTLSML project.


New features overview See the PeopleTools 8.56 New Features Overview (Doc id 2267247.1)

               New Features were previously called Release Notes


Application upgrade template changes? Can you take the current upgrade templates and use them for an application and Ptools upgrade to PT 8.56?

This is not a supported method.  Instead, use the current upgrade templates and upgrade to PT 8.55, then do the PTools upgrade to 8.56. 

Future upgrades to higher Image versions may utilize the new PTools release.


Will there be certification changes?  Check MOS / Certifications.  Many existing ‘planned’ certifications may be reposted with PT 8.56.01 GA.  


Finding upgrade materials:

The Upgrade documentation is posted on the PeopleSoft PeopleTools 8.56 Upgrade Home Page, (Doc id 2270700.1).

A revised version of the Getting Started on your PeopleTools Upgrade doc, plus the Upgrade Change Package, is also on 2270700.1.


Finding the codeline:

The VCDs for PT 8.56.01 are posted to the Software Delivery Cloud site, previously called e-delivery.  

               The DPKs are posted to the PeopleSoft PeopleTools Patches Home Page (Doc ID 2062712.2)

Repository Subscriptions Small.bmp


Cloud Manager and Subscriptions


What is it

A respository subscription: think of this as a "Pum inbox"


In Cloud Manager, a repository subscription can enable you to have your own dedicated File Server in the Oracle Cloud.  This is where your PeopleSoft Pum Images (PIs), standalone patches (PRPs), and PeopleTools patches,  will be downloaded.  


Who does the downloading? 

Not you.  Cloud Manager will do this automatically when a new image is released or when a new PRP is made available for your products that you have 

created a Subscription Channel for, and then subscribed to that Subscription Channel.


Subscriptions page.bmp

                  Cloud Manager page showing subscribed channels


Examples of a Subscription Channel:   PeopleTools channel or HCM channel.

Cloud Manager can download previous  PeopleTools patch releases  for the Tools channel.

For Application channels, only the latest patches are downloaded.



How does that work, exactly

Cloud Manager has a process scheduler recurring job, that invokes download manager for all the subscribed release channels.  This runs once per week. It will make sure that latest updates for all the subscribed release channels are downloaded regularly  without any user interaction.


Repository Subscriptions.bmp

                 The Repository tile is delivered as part of the Cloud Manager home page


How to subscribe

To subscribe to a channel, click the Related Actions button corresponding to channel name.

If you select Subscribe option, Cloud Manager starts monitoring for any new PIs

or PRPs and downloads them from MOS.


How to un-subscribe

If you select the Unsubscribe option, Cloud Manager will no longer monitor/download latest PIs or PRPs. No downloads are performed.


Minimum release

Is there a requirement in order to use Cloud Manager?

The minimum application release is 9.2, used with a minimum of PeopleTools 8.55.11 


To learn more

  For more information, see Chapter 3 of Cloud PeopleBooks.

Get all the information you need on the changes for India Goods and Services Tax (GST) in the new PeopleSoft Financials India Goods and Services Tax (GST) Home PageDocument 2221085.2.  In the GST Home Page you will get information on how to approach your GST  implementation, planned features and enhancements, list of patches, FAQ’s, roadmaps and other pertinent GST information for your FSCM applications.

The Oracle Cloud and Trial (or Paid) Subscriptions


Cloud Pic.bmp


You can obtain a Trial subscription to use the Oracle Cloud, for 30 days. 

A requirement is that your site is a PeopleSoft licensee.

If you are licensing PeopleSoft, you can choose to have a Trial subscription, or a Paid subscription, in addition to the licensing of PeopleSoft.


If you choose to have a Trial subscription, you can deploy and maintain any PeopleSoft application you have licensed, in the Oracle Cloud. 

These environments can be used for development, testing, or training.  Play around with it, install and use Cloud Manager, for a 30-day period.

These applications will remain available in the Cloud until you no longer subscribe to the Oracle Cloud.

The Cloud Services subscription (purchased or trial) would provide you with a Customer Support Identifier (CSI). This is separate from a license to use PeopleSoft. 

If you do not have a Cloud CSI, and want to temporarily obtain a Cloud account, you can get a 30-day Trial subscription.


The license for PeopleSoft applications is not the same as a license for Oracle Cloud services.  You would need to get Cloud subscription to create an environment

in the Cloud.  Once you have obtained a subscription to Oracle Cloud, no additional PeopleSoft application license or usage license is required.


For more information, see the  PeopleSoft Cloud FAQ

Also, review the following documentation:
PeopleSoft on Oracle Cloud:

Where do I get the Cloud Subscription, trial or otherwise?

Please visit -

On the right hand side you will see a link to "Get a Trial or Subscription".  

Materialized Views


What are they


When building SQL views or query views on an Oracle database, you have the option of implementing a materialized view.


A traditional view has what is called a logical existence, but a materialized view has a physical existence.

A materialized view takes the results of SELECT statements and saves the result data to disk. This information is then available without the

need to run the SQL each time.


Using materialized views can provide significant improvements in performance, especially when complex SELECT statements are involved to gather the view data. 



Application Designer


Like other PeopleSoft record definitions, materialized views are defined using Application Designer. The data is refreshed on a schedule set

up in the materialized view record definition.  Those users with the Materialized View Administrator role have permission to access the

online page where maintenance of the view (and the refresh schedule) is setup.


MaterializedView Definition.bmp

Example of a materialized view definition in the Application Designer. 


A refresh schedule is set in the online page Materialized View Maintenance run control page.


PeopleSoft developers began utilizing materialized views as of PeopleTools 8.54.  



Positive aspects


Improved performance of queries that summarize job and payable time data, in PeopleSoft's Time and Labor Functionality to Support the

Affordable Care ActPeopleSoft's ACA processing, is one benefit.

Materialized views provide significant improvements in performance when used in Pivot Grids that use infrequently updated data.



Audit report sections


The audit report DDDAUDIT includes sections specific to materialized views on the Oracle platform: MVIEWS-1, MVIEWS-2, and MVIEWS-3.

These queries check for materialized views defined in the Application Designer but not in the database, or if defined in the database but not

in the Application Designer, or if a materialized view is missing a related language record.


As of PT 8.55, sections were added to DDDAUDIT for the

MicroSoft Sql Server Indexed View Queries:  IVIEWS-1 through IVIEWS-4.  Sections were also added to the audit report for the Db2 Zos

Materialized Query Tables:  MQT-1 through MQT-4.


DDDAUDIT solutions are posted to the PeopleSoft PeopleBooks / Data Management book.



Other platforms


Support for Materialized Views was first provided on the Oracle database platform in PeopleTools 8.54.

In PeopleTools 8.55, this was expanded to include materialized views on the MicroSoft SQL Server database platform, and materialized query

tables on the IBM DB2 z/OS database platform.


Additionally, PeopleTools 8.55 will provide the ability to create indexes on materialized views for Oracle, SQL Server, and DB2 z/OS.


To learn more

PeopleBooks > PeopleTools 8.55 > Administration Tools > Data Management > Administering Psft databases on Oracle > Using Materialized Views


PeopleSoft HCM - Time and Labor Functionality to Support the Affordable Care Act (Doc ID 1987962.1).  Attachments to this document are

specific to the Oracle and Db2 platforms.

2017 Maintenance Schedules for Release 9.1 are now available in the following document below. Plan your maintenance cycles using the 2017 schedules today!


PeopleSoft Enterprise FMS Maintenance Schedule for 2017 (Document 2210101.1)

PeopleSoft Enterprise SCM Maintenance Schedule for 2015, 2016,2017 (Document 1948816.1)


Happy Patching!

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