Skip navigation

PeopleSoft Human Capital Management (HCM) Image 18 is now available on My Oracle Support. 

You can view the Read Me file and join in the Community Discussion.



You can also see Image Highlights on You Tube. This video provides highlights of many of the new features in the PeopleSoft Update Image 18.


Is my Application supported with the newest PeopleTools release?


Many times a customer site will want to stay on their current application release, but upgrade the PeopleTools to the most current release available.

An example would be staying on FSCM 9.1 but upgrading to PeopleTools 8.55. 


Will the current application release be supported on the newest PeopleTools release?


An easy way to find this information is to follow the steps and screenshots in document  E-UPG: PT8.4x, PT 8.5x: What Versions of PeopleTools Will Your Application run on? (Doc ID 1915747.1).  MOS Certifications may not specifically say:  Yes, FSCM 9.1 is supported on PTools 8.55. But the certification notes will show: 


PeopleSoft Financials and Supply Chain Management 9.1 can be run on PeopleTools 8.50 or higher.


Other considerations: Platform releases


If you upgrade to PeopleTools 8.55, then you may need to modify the releases of other products in your environment. Perhaps this is what is triggering the upgrade to begin with.


The database release may need to be modified - for example,  upgrading to Oracle  This is one of 2 Oracle database releases currently supported for PT 8.55.   Would this release of Oracle work successfully with FSCM 9.1?   Note that it is the PeopleTools release that is tested and certified for use with the Rdbms release.  Yes, Oracle is certified with PeopleTools 8.55.


You would want to verify that all software components in your environment (Operating Systems, Databases, Desktop Applications, etc.).

would be certified with PT 8.55.   A good place to start would be the Tech Update - Main Page (Doc ID 764222.1), found on MyOracle Support. 

Here you can determine if a third party product has reached end-of-life in general, or is no longer supported as of a specific PeopleTools release, or is newly supported.   Examples would include Tech Update – Oracle Retires Support for Crystal Reports (Doc ID 1927865.1) or Oracle Certifies Microsoft Windows 10 for PeopleSoft (Doc ID 2161227.1).


Sustaining Support


The certification notes continue:


For application releases that are on Sustaining Support, see My Oracle Support (Doc ID 1348959.1) for important upgrade considerations.

This document is titled Lifetime Support Summary for PeopleSoft Releases.  See section PeopleTools Considerations for PeopleSoft Applications on Sustaining Support, which says:


PeopleSoft Application releases can be run on the PeopleTools version that the application initially shipped with, up through and including

the latest available PeopleTools release


What about the NEXT upgrade?


Running an application release on Sustaining Support, if upgraded to a newer PeopleTools release, will impact the next Application Upgrade that is attempted. The application upgrades are written for a specific Peopletools release.  This information is found on each Upgrade's Home Page, shown in the Upgrade Path Certification chart.


  If you upgrade past the PeopleTools release that such an upgrade was written for, and in the future,  attempt to upgrade with that combination of products, there will be additional tasks to be completed in order for the upgrade to run.  These are generally modifications to the upgrade templates.  Required changes are listed in Upgrade Editing Instructions in the Lifetime Support Summary for PeopleSoft Releases (Doc ID 1348959.1).  

A Red Paper titled HCM 9.2 Guided Self Service is now available on My Oracle Support.  This red paper is a practical guide for technical users, installers, system administrators, and programmers who implement, maintain, or develop applications for your PeopleSoft system. In this red paper, we discuss guidelines on how to configure and customize Guided Self Service, including PeopleSoft Internet Architecture and Portal configuration.


Much of the information in this document originated within the Oracle Global Support Center and is therefore based on “real-life” problems that have been encountered in the field. Although this document does not address every conceivable problem that one could encounter, the issues that appear in this document are the problems that prove to be the most common or troublesome.


To access the Red Paper, please visit My Oracle Support and download the attachment on HCM 9.2 Guided Self Service (Doc ID 2156051.1).

Deadline for ACA reporting is June 30.  Will you be ready?    Keep up to date with the latest news from PeopleSoft on our ACA Information Center, Note 2013421.1.


We have posted patches for the 1094-C & 1095-C Correction and Replacement Process.  See Note 1919696.1 for links to the patches for your release and the following for documentation on the new processes:


  • Document 2145692.1: U.S. Affordable Care Act - Forms 1094-C / 1095-C Correction and Replacement Process
  • Document 2146108.1: U.S. Affordable Care Act – Sample Scenarios for ACA Forms 1094-C/1095-C Transmission, Correction and Replacement


Join Kristen Emery from HCM Product Strategy for an ACA Roundtable on June 16, 2016.  Get details here:  ACA Roundtable Call on 06/16/16


IRS Information on Affordable Care Act Information Returns (AIR) Program can be found here.

Release Notes, also known as Update Image Contents List are still located in the PeopleSoft Update Manager (PUM) Home Page (Document 1641843.2) under the "PeopleSoft Update Image Home Pages" tab. The Release Notes could be missed because we have moved them under the “VirtualBox” and “Native OS” sections which are under the "Update Image Link" widget, see screenshot below.  Here is this section you will also see the latest available Image for your product family and other important information on the Image.





Happy Patching!

Talking about Upgrades III

Latest installment - Upgrade top topics

1) Upgrading either of the Application or PeopleTools, without upgrading the other.

      Is this certified?  and How to go about finding this information?    


        Example Upgrade question A.   Can I upgrade HCM 9.0 to 9.2, but stay on PTools 8.54?

            So, the questions are really, is HCM 9.2 supported on PTools 8.54?  And is the App-Only Upgrade a supported upgrade?

            On MyOracle Support > Certifications > Certification Search, enter

            Product = PeopleSoft Human Capital Management, Release = 9.2, Search

            In results, see Certification Notes, which say PeopleSoft Human Capital Management 9.2 can be run on PeopleTools 8.53 or higher.


            Next, see PeopleSoft Human Capital Management Upgrade Home Page (Doc ID 1959519.2) tab HCM 9.0 to 9.2 PI 9.

            Find section Change Assistant Template, which contains the template for app-only upgrade 9.0 to 9.2.  


            Can an Upgrade Source image be used for the HCM 9.0 to 9.2 upgrade?

            See PeopleSoft Upgrade Source Images Home Page (Doc ID 1552580.1), HCM section, there is an upgrade source for the upgrade from

            HCM 9.0 to 9.2 PI9, written on PTools 8.54.03.  The comments there say it is supported for all database platforms, for English-only sites.

            Additional steps are required for a multi-language environment.


       Example Upgrade question  B.    Can I upgrade PTools to PT8.55, but stay on Application FSCM 9.0?


        On MyOracle Support > Certifications > Certification Search, enter

            Product = PeopleSoft Financials and Supply Chain Management,  Release = 9.0,  Search

            In results, see Certification Notes, which say PeopleSoft Financials and Supply Chain Management 9.0 can be run on PeopleTools 8.48 or higher.

            The Lifetime Support document (Doc ID 1348959.1) is also referenced.  A read of the Lifetime Support document shows that FSCM 9.0 is now on Sustaining 

            Support.     There is also text there:

                     PeopleSoft Application releases can be run on the PeopleTools version that the application initially shipped with, up through and including

           the latest available PeopleTools release.  Oracle recommends using the latest available PeopleTools release. 


           The Lifetime Support document contains additonal information, that should be reviewed, in section

           PeopleTools Considerations for PeopleSoft Applications on Sustaining Support.



2) Installing the new Upgrade source environment, which is delivered in DPK (deployment package) format


           The best approach here is to start with reading the DPK documentation beforehand.

           The variety of documentation includes 

              --extensive installation documents:

                  PeopleSoft Deployment Packages for Update Images Installation (PeopleSoft PeopleTools 8.55)

                       (link is on the PUM Home Page Doc ID 1641843.2)

                  Understanding PeopleSoft Deployment Packages for Update Images (PeopleSoft PeopleTools 8.55)

                       (link is on the PUM Home Page Doc ID 1641843.2

              --Quick Start Reference for PeopleSoft Update Images on PeopleTools 8.55 (Doc ID 2101192.1)

              --E-DPK PT8.55: Frequently Asked Questions about Deployment Packages (DPKs) (Doc ID 2127715.2)

              --and the  Lifecycle Management PSFT community:  what have others run into?



3)  Just finding upgrade materials


      Examples:  Where are the release notes for the new release?

                            Where is the upgrade template, the upgrade documentation? 


       The best way to find things is to start from document Upgrading Psft? Start Here (Doc id 1587686.2).   This doc can be bookmarked, then

       you can alway locate the upgrade materials.



4) Certification of third-party products.


     To find this information easily, find and bookmark the Tech updates index:

                Tech Update - Main Page (Doc ID 764222.1)

     As a new product release is certified with the PeopleSoft products, an entry to a separate document is made here.


    or review E-CERT PT8.55: Certification Hot Topics(Doc ID 2093951.1)

                       E-CERT PT8.54: Certification Hot Topics(Doc ID 1916684.1)


    Other reference documents:

    Updated monthly, see the Top Solutions - PeopleTools Installs and Upgrades: Certification, Change Assistant, Database Specific, DPK, Install, Maintenance, PUM, Setup Manager, Testing Framework, Upgrade (Doc ID 1481826.1)

   E-UPG Master Note: Upgrade Issues with PeopleTools 8.55 (Doc ID 2131756.1)

   E-UPG Master Note: Upgrade Issues with PeopleTools 8.54 (Doc ID 1928294.1)

Learning about the Oracle Cloud


Oracle has announced that customers using PeopleSoft, e-Business Suite, and JD Edwards EnterpriseOne can run non-production workloads on the Oracle Compute Cloud Service. You have the ability to move existing Development, Test, Training, Demo and Conference Room Pilot environments to the Oracle Compute Cloud or use the Oracle Compute Cloud for an upcoming Oracle Applications Project.


Oracle customers who already own a license to PeopleSoft applications may use the Oracle Cloud to host instances of their licensed applications.


There are many scenarios where you might benefit from using Oracle’s Compute Cloud with your PeopleSoft applications:


Demo instances of the latest PeopleSoft application images (PUM Images) in order to explore the latest features and capabilities.


Test instances of YOUR PeopleSoft database.


Development and Testing environments,  accessed by your developers using Windows Remote Desktop.




Start here:  PeopleSoft Information Portal


(Choice 1)

Navigate to Concepts > PeopleSoft on Oracle Cloud


What's there?


--An extensive FAQ


--Video:  PeopleSoft Talk with Marc Weintraub:  PeopleSoft on Oracle Cloud feature Jeff Robbins


--Sections on How You Can Use PeopleSoft on the Oracle Cloud:

  Demo, Development, and All Cloud


--Get Started section:  red papers


--Tutorial: Deploying PeopleSoft Applications on Oracle Compute Cloud Service Instances


--Step-by-step guides:  Migrate a PeopleSoft Installation to Oracle Compute Cloud Service


                        Performing a PeopleTools Patch Update on a PeopleSoft Environment Running in Oracle Cloud


                        Performing PeopleTools-Only Upgrade on PeopleSoft Environments Running in Oracle Cloud


                        and more.



Or, for (Choice 2)

Navigate to Concepts > PeopleSoft Cloud Architecture


for an overview and then Read the Full Story.



By Carla Graziani



You have searched for knowledge documents.


You have posted a thread in Your Community.


You have decided to create a service request.


How to create the SR that gets fast service, without a series of back and forth conversation notes?




The most commonly asked questions by a support analyst are:


--what is your full PeopleTools release (example:  PT 8.55.04)

--what is your application and release

--is this your Production, Development, Demo, QA, or Testing environment?


You can supply this right from the start.


Explain what are you doing, and what the question or issue is.


Bad example of an issue explanation:   Upgrading

Good example of an issue explanation:  I'm upgrading from HCM 9.1 to 9.2 PI 16 / PTools 8.55.03 and cannot

               figure out if I can use an Upgrade Source Image for this upgrade.




Is there a log file generated from the issue, that can be attached?




Is it possible to attach a screenshot of an error message?




How to identify the version of your downloaded PI?

Navigate to Main Menu > PeopleTools > Lifecycle Tools > Update Manager > About PeopleSoft Image.




For detailed information regarding applied bugs or patches, there is a new PeopleSoft Update Manager Dashboard available

as part of the latest PeopleSoft Update Images (PI).

After connecting to the PI through Change Assistant and uploading your environment information,

use the PUM Dashboard in the image to view useful analytics.


For details about determining what patches have been applied to a PeopleSoft environment, see the step-by-step illustrations in

E-PUM: PeopleSoft Update Manager ( PUM ) Analytics - How to Find out Which Image you are Current to (Doc ID 2116455.1).




Have you done research on the problem, perhaps reading knowledge documents on MyOracle Support?

If so, place this information in the service request:  what did you read, what have you tried, what were the results?

This should prevent the support analyst from suggesting a knowledge document that you have already read and tried...




Very few searches are done in the "BUG database".

Is this issue written up in a BUG? Why not check it?

Here's how


      Search sources.bmp



SEARCHING fine-tuning

PowerView  Product line:  PeopleSoft Enterprise

eliminates non-Psft results


Using Powerview.bmp




During the service request creation process, you may be prompted to attach a file, following the instructions in a Service Request Data Collection document (SRDC).


It's a good idea to do this! Afterwards, there's no need to place a note in the SR saying you have attached a file.



On  May 10, Julie Alonzo will be doing a webinar on Core HR for Quest, highlighting our latest features and what is planned for the next 12 months. Julie, part of our Product Strategy team, will share highlights of new Oracle's PeopleSoft Core HR features and functionality like Guided Self Service. Oracle will also share what new exciting projects are on the roadmap for strengthening our core HR functionality like enhancements for global, position management, onboarding, analytics, company directory and so much more.  You can sign up for the webinar at the GoToWebinar site.


Marc Weintraub also has a New PeopleSoft Talk out.  In this episode of PeopleSoft Talk, Marc talks with Willie Suh, Group Vice President, PeopleTools Development about PeopleTools 8.55 innovations. You can access this talk now on YouTube. While you're there, make sure to subscribe to the PSFTOracle YouTube channel to get his PeopleSoft Talks as soon as they come out.


Of course, if you haven't already signed up for the Oracle HCM User Group (OHUG) 2016 Global Conference, you may want to do so at the OHUG Site.  The conference will be June 6-9, 2016, at the Hyatt Regency, New Orleans. The OHUG 2016 Global Conference is a great investment for your professional career and your organization, and OHUG does have a downloadable justification letter to help you sell the conference to your employer. Customize your letter so it is tailored exactly to your work situation, to show your employer how important your attendance at the OHUG 2016 Global Conference is to you and to your company.

I never like having to discuss the bad things that can happen with the maintenance of our products, and I never look at these as "just the way things are".  We're constantly striving to improve our processes and find issues before they become issues, but sometimes problems are going to occur and the best thing that we can do is get the information you need, out to you, as quickly as we can.  If you're reading this blog, then you'll be the beneficiary of one of the ways that we can do this.


For our Financial Aid programs (and only Financial Aid) some of the COBOL programs And DMS scripts were not copied to the Staging Directory during the application of Campus Solutions 9.0 Bundle #41, Patchset 21385003.  This, of course, is going to cause a wide array of problems with Financial Aid COBOL jobs if you don't catch it during the maintenance testing.  So if you're applying this bundle, please be sure to read:  COBOL And DMS Not Copied To Staging Directory During Application of Campus Solutions 9.0 Bundle #41, Patchset 21385003, Document 2134222.1 where we describe the problem more completely and provide you with a workaround. This will be incorporated into our master bundl note, as well.

Campus Solutions Bundle 41 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 #41 - Master Note for Questions or Problems with Patchset 21385003 (Doc ID 2128036.1) 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


Before you apply this bundle, please review this master note and bookmark (by clicking the hollow yellow star next to the document title) it so that you can quickly revisit it during your planning and implementation phases.  If you are planning to apply any other bundles to your Campus Solutions product, please be sure to review the corresponding master notes, which can significantly decrease the time and effort involved with the application of maintenance.


Please also see these important links for further information and documentation:


  • CS 9.0 Documentation Homepage (Doc ID 751540.1)
  • For each bundle; Campus Solutions Product Information Center (Doc ID 1400681.2)
  • Campus Solutions Master Bundle Index (Doc ID 1330948.1)
  • Patchset’s Readme File or Download for detailed descriptions of all fixes contained in the bundle.

Setting up an Upgrade Job:  Application 9.2 and PeopleTools 8.55+



Separation of PeopleTools and Application Upgrades

In the past, Application-Only upgrades were available for those sites wishing to change the release of their Application but not the PeopleTools.  Another option available was a combined Application and PeopleTools upgrade.


Application Only Upgrades - the new normal

Starting with PeopleTools 8.55, Oracle will not be delivering templates combining an application plus PeopleTools upgrade.  We will deliver the Application-only upgrade template.

The PeopleTools upgrade will be delivered separately from the Application upgrade.


Change Assistant can generate jobs

PT 8.55 Change Assistant can generate a series of upgrade jobs:

--the first is the PeopleTools Upgrade


--the second part is the Application Upgrade.


Actually, three jobs can be generated.  The first would be the PeopleTools upgrade, the second the Required-for-upgrade patches (if selected), and third, the Application Only upgrade.


In order for this to happen, the PeopleTools Upgrade change package needs to be downloaded from MyOracle Support into the same directory where the application upgrade package is located.


The template jobs can be run sequentially so that it is virtually the same as an Application and PeopleTools Upgrade combined.  A huge benefit is the required-for-upgrade job that, if selected to be generated, will run after the PeopleTools upgrade and before the Application upgrade.


HCM, ELM, CRM, and Campus upgrades

These applications now have their upgrade templates delivered in PUM Update Images.

Upgrading customer sites will generate the Application Only Upgrade change packages from the  Update Images.   (Update Images shouldn't be confused with Upgrade Source Images.)


As of PeopleTools 8.55, the application upgrade template is delivered within the most current Update Image. You generate the template out of the most current Update Image since the upgrade template can only be downloaded as an upgrade package. You will define your upgrade packages in PUM, and create your upgrade template in Change Assistant, before starting the application upgrade.


While you need to generate your upgrade template from the most current update image, you can ONLY upgrade to the certified update image.



How to find the "certified update image"?  This is the defined upgrade to a specific update image:



   The highlighted tab shows the ELM application's latest certified update image, which is 9.2 PI12 for the 9.1 to 9.2 upgrade.



For more details on the steps to generate the upgrade package and template, see the video tutorial - PeopleSoft 9.2: Creating the PeopleSoft Change Package and Template.

This is posted to any of the Upgrade Home Pages below,  in section Upgrade Packages (Change Assistant templates):

     PeopleSoft HCM Upgrade Home Page,  (Doc ID 1959519.2)

     PeopleSoft Campus Solutions Upgrade Home Page (Doc ID 2078564.2)

     PeopleSoft CRM Upgrade Home Page (Doc ID 1961844.2)


     PeopleSoft ELM Upgrade Home Page (Doc ID 1962959.2)



Including PeopleTools

If you wish to generate an Application and PeopleTools upgrade job, Change Assistant PT 8.55 can do this for you if the PeopleTools Upgrade change package has been downloaded from the PTools Upgrade Home Page on MyOracle Support, and placed into the same directory where the application upgrade template is placed.



    Example showing the PTools Change Package for upgrades to PT8.55 from PeopleTools 8.55 Upgrade Home Page (Doc ID 2070772.1)



FSCM upgrades, the exception for now

As of now, the FSCM Upgrade Template has not yet been delivered in an Update Image.


In the FSCM 9.1 to 9.2 Image 11 upgrade,  upgrading sites will need to download the Application Only Upgrade template from the upgrade home page, PeopleSoft Financials and Supply Chain Management Upgrade Home Page (Doc ID 1963697.2).



   Only template available on the FSCM Upgrade Home Page 1963697.2 for upgrading to FSCM 9.2 / PT 8.55



We expect the FSCM upgrade template to be delivered in the Update Image as of FSCM 9.2 Image 19.

The FMS 2016 Maintenance Schedule for 9.1 FMS Bundles is now available in Document 2107867. It contains the schedule for FMS, ESA and Global Component bundles for release 9.1. FMS 9.1 bundles will be delivered about every three months starting with FMS and ESA Bundle #37 which posted February 5th.


Happy Patching!

The HCM upgrade 9.1 to 9.2 Image 16 / PT 8.55 is now available.


Where is the Upgrade Home Page?

See the PeopleSoft Human Capital Management Upgrade Home Page (Doc ID 1959519.2), tab HCM 9.1 to 9.2 Image 16.


Of interest on this page, is section Learning about the Upgrade, Upgrade Path Certification.

The upgrade is certified on PeopleTools 8.55.01 or higher 8.55.xx patch level*.


Note:  there will NOT be a HCM 9.0 to 9.2 Image 16 upgrade released. 


When will the Upgrade Source Image (9.2 Image 16) be released?

You'll see that PeopleSoft Upgrade Source Images Home Page (Doc ID 1552580.1) says it is Coming Soon!


Where are the upgrade templates?

Something New with PT 8.55 - the templates, now called change packages, are generated by Change Assistant.


As of PeopleSoft PeopleTools 8.55, the application upgrade template is delivered within the most current Update Image. You must generate the

template out of the most current update image since the upgrade template can only be downloaded via the upgrade package.

You will need to define your upgrade packages and create your upgrade template before performing your application upgrade in Change Assistant.


As of PeopleSoft PeopleTools 8.55, only upgrade documentation is delivered on the upgrade home page.

All other upgrade files are delivered on the CD or updated through fixes.


Note:  While you need to generate your upgrade template from the most current update image, you can ONLY upgrade to the certified update image, in this case, it is HCM 9.2.016.


Where is the documentation that describes this process?

See the Upgrade Home Page, PeopleSoft Human Capital Management Upgrade Home Page (Doc ID 1959519.2), section Upgrade Packages, and download

the doc titled Getting Started on Your PeopleSoft Upgrade -- 8.55. 


Also New on this homepage is a chart, HCM Upgrade Known Issues.  This is different than the Known issues posted to the PUM Home Page (Doc id

1641843.2).  Known issues with this specific upgrade are listed;  most will be patched in the next image as required-for-upgrade patches or as a standalone patch (PRP).   Suggested Resolutions are listed in the chart.  There is also contains a convenient link to the PeopleBook's Online Help for Change Assistant.

Oracle Support Delivery Cloud (OSDC):  Changes Coming


Media Packs on the Oracle Support Delivery Cloud (OSDC) will, in the near future, separate the Application Media from the PeopleTools Media.

This will also be true for the Interaction Hub media.


If you are installing a new Application:


--You will need to search and locate the Application on OSDC


--You will need to search and locate the PeopleTools on OSDC


--if you also use the Interaction Hub product (previously called Portal Solutions) you will also need to search for and locate that media as well.




Search for PeopleSoft Enterprise Benefits Administration


The current results will show

1) the application Benefits Administration

2) PeopleSoft PeopleTools 8.55

3) PeopleSoft Interacton Hub


but in the future, results for a search for PeopleSoft Enterprise Benefits Administration

will not include


  PeopleSoft PeopleTools 8.55

  PeopleSoft Interacton Hub.


A separate search for both products will need to be done.


(The OSDC was formerly called Oracle E-Delivery.)


For more info, see E-INST Obtaining the PeopleSoft Enterprise Products and License Codes (Doc ID 1926981.1) and

Downloading PeopleSoft Software from Oracle Software Delivery Cloud (Doc ID 2098595.1).

Welcome to the My Oracle Support Community! We highly encourage you to personalize your community display name to make your activity more memorable. Please see for instructions.