Creating Test Environments
Technology SIG
Open Mic
February 2011
Texas Instruments Environment







PeopleSoft 8.9
PeopleTools 8.48
Unix Solaris 9 (databases)
Unix Solaris 10 (Web and application servers)
Oracle 9i
Hitachi HDS Array for database storage
Processes described require DBA experience,
privileges to the Oracle ID and root access on
the UNIX servers.
Texas Instruments Full Database

Hitachi HDS array “shadow” image copy
process

Creates an exact replica of the production
database at the file system level




Typically have a single PeopleSoft schema per database
All shadowed schema’s have the same Oracle Owner
(and OWNERID in psdbowner), but different passwords
Subsequent steps are taken to make the
shadowed schema a “test” environment
Complete process takes approximately 4-6 hours
of dedicated effort
Full Database – Prior to Shadow


Determine if any setup or disk group changes have
occurred that could cause the Shadow copy to fail
Export any data on the target environment that
needs to be saved






Tools tables
Operator security tables (use Data Mover scripts)
Test operator IDs
COBOL SQLstmt table
Special Oracle grants or other privileges
Stop the application server(s), process scheduler(s)
and any UNIX cron processes on the target
Full Database – Following Shadow
On the newly shadowed image copy
 Change sys and system passwords
 Modify dbid and update local spfile
 Register instance to rman
 Truncate and recreate rows in psdbowner
 Change Oracle ID passwords
 Refresh any data saved prior to the shadow
Full Database – Following Shadow

Operator Security

Perform security updates to change the symbolicid, accessid, and
access password. This will retain the oprid and passwords from the
source database. Run in Data Mover, bootstrap
update psstatus set ownerid = '{SYMBOLICID}';
update psaccessprfl set symbolicid = '{SYMBOLICID}';
update psoprdefn set symbolicid = '{SYMBOLICID}';
update psaccessprfl set accessid = '{SYMBOLICID}';
update psaccessprfl set encrypted = 0;
grant select on psstatus to people;
grant select on psoprdefn to people;
grant select on psaccessprfl to people;
CHANGE_ACCESS_PASSWORD {SYMBOLICID} {NEWPASSWORD};
** See presentation notes page or PeopleBooks for command details
Full Database – Following Shadow

PeopleTools 8.48.09 bug work-around





In SQL*Plus, update psaccessprfl set accessid = ‘<oracle
ownerid>', accesspswd = '<ownerid pswd>';
Commit your change
Log on Application Designer 2-tier (ORACLE) to get the
accesspswd reset properly
In SQL*Plus, select * from psaccessprfl;
Make sure the accessid, accesspswd are encrypted and
the encrypted flag = 1
Full Database – Following Shadow
Import any test operator IDs saved off earlier
 Update ps_wl_template_gen to concatenate
the test database name to the front of the
wl_subject field
 Reimport any Oracle grants or other
privileges
 Sync runstatus in the PRPRCSQUE and
PSPRCSRQST tables
* see presentation notes for details

Full Database – Following Shadow

Update any hard-coded values in the
following tables








PSNODECONPROP
PSSTATUS
PSURLDEFN
PSWEBPROFNVP
PS_CDM_DIST_NODE
PS_INSTALLATION
PS_PRCSTYPEDEFN
Company developed tables
Full Database – Following Shadow

Avoid thousands of security errors in the
SYSAUDIT report, by running the following
SQL
DELETE
FROM PSROLECLASS
WHERE NOT EXISTS
(SELECT 'X'
FROM PSROLEDEFN B
WHERE B.ROLENAME =
PSROLECLASS.ROLENAME)
Full Database – Following Shadow



Determine whether or not to cancel any
Oracle DBMS scheduled jobs
Determine whether or not to drop or change
any database links
Determine if any database synonyms need to
be dropped or recreated

Delete CACHE files for Web,
Application and Process Schedulers

Bring up app server(s)
Full Database – Following Shadow






Determine impact on batch environment, SQRs,
COBOL, etc
Integration Broker
 Modify IB Service Configuration
 Modify IB gateways
 Rename default local node
Update the Installation table's Application Server name
Bounce the web server and restart process schedulers
Run alter audit, dddaudit and sysaudit
Restart cron
Texas Instruments Partial Database



Creates a copy of the production database
that contains a subset of the employee
population
Subsequent steps are taken to make the
database a test environment
Complete process takes approximately 8
hours of dedicated effort
Texas Instruments Selective Database

Multi-step process to build a test environment with a
subset of the employee population







Employee data – tables containing employee details
Tools data – PeopleTools tables
Prompt table data – non-employee detail tables
Long raw – special handling for tables with this column type
Large payroll tables - tables containing emplid column and
substantial amounts of historical data. TI determined that
it's not necessary to copy all history data for our test needs
Subsequent steps are taken to make the PeopleSoft
schema a “test” environment
All code samples are based on Oracle 9i database and
PeopleTools 8.48
Partial Database – Prior to Copy

Export any data on the target environment that
needs to be saved







Tools tables
Operator security tables (Data Mover)
Test operator IDs
COBOL SQLstmt table
Special Oracle grants or other privileges
Stop the application server(s), process scheduler(s)
and any cron processes
Create new schema or drop all objects (tables,
views, triggers, etc) in the target schema
Partial Database – Copy process

Identify the desired employee population for the
target environment





Populate a temporary database table with the emplid of
each employee to include in the partial database copy
Be sure to include any org rollup employees, report-to
structures that may need to be in place
TI custom application in PeopleTools to store SQL queries
that can be executed to build the employee population
Identify tables that have emplid column, but do not
contain employee level data
Identify large employee tables that historical data is
not required
Partial Database – Copy Process

Export the table and index ddl from the “source”
schema using oracle export
grants=n indexes=y rows=n compress=n direct=y recordlength=16384
owner=source

Import the ddl into the “target” schema to generate
the create ddl using oracle import
rows=n analyze=n grants=n fromuser=source touser=target



Optional: split the create ddl into tables/indexes;
change size allocations to reflect smaller schema
Execute ddl to create tables/indexes in the target
schema
You now have an empty copy of the “source”
schema with the same table/index definitions
Partial Database – Copy Process

Identify the employee data tables
SELECT TAB.table_name
FROM dba_tables TAB, dba_tab_columns COL
WHERE COL.column_name = 'EMPLID'
AND COL.table_name = TAB.table_name
AND TAB.owner = UPPER(source_owner)
AND NVL(TAB.num_rows,0) > 0
AND TAB.table_name LIKE 'PS\_%' ESCAPE '\'
AND TAB.table_name NOT IN ('PS_ROLEXLATOPR',
'PS_PAY_EARNINGS','PS_PAY_LINE‘, {other tables to exclude})
AND TAB.table_name NOT IN (SELECT COL2.table_name
FROM dba_tab_columns COL2
WHERE COL2.owner = TAB.owner
AND COL2.data_type = 'LONG RAW')
ORDER BY TAB.table_name;
Partial Database – Copy Process

Generate SQL script to populate the employee data tables
OPEN emplid_tables_cur;
FETCH emplid_tables_cur INTO tblname;
IF emplid_tables_cur%NOTFOUND
THEN
DBMS_OUTPUT.PUT_LINE('No tables with column EMPLID have rows');
ELSE
-- Create .sql file containing COPY commands
output_file := UTL_FILE.FOPEN(ctl_directory_in, 'pspay_emplid.sql', 'W');
UTL_FILE.PUT_LINE(output_file, 'connect ' || source_owner || '/' || source_pswd);
UTL_FILE.PUT_LINE(output_file, 'set long 2000000000');
UTL_FILE.PUT_LINE(output_file, 'spool pspay_emplid.lst');
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
WHILE emplid_tables_cur%FOUND
LOOP
UTL_FILE.PUT_LINE(output_file, 'COPY TO ' || target_owner || '/' || target_pswd || '@' || target_instance || ' -');
UTL_FILE.PUT_LINE(output_file, ' APPEND ' || tblname || ' -');
UTL_FILE.PUT_LINE(output_file, ' USING SELECT SRC.* FROM ' || tblname || ' SRC, PS_TI_PSPAY_EMPLID EMP ');
UTL_FILE.PUT_LINE(output_file, '
WHERE SRC.emplid = EMP.emplid;');
FETCH emplid_tables_cur INTO tblname;
END LOOP;
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
UTL_FILE.PUT_LINE(output_file, 'spool off');
END IF;
CLOSE emplid_tables_cur;
Partial Database – Copy Process

Identify the prompt data tables
CURSOR prompt_tables_cur IS
SELECT table_name
FROM dba_tables
WHERE table_name LIKE 'PS\_%' ESCAPE '\'
AND NVL(num_rows,0) > 0
MINUS
SELECT table_name
FROM dba_tab_columns
WHERE column_name = 'EMPLID'
AND owner = UPPER(source_owner)
AND table_name NOT IN ('PS_ROLEXLATOPR', {other tables excluded in emplid query})
MINUS
SELECT table_name
FROM dba_tab_columns
WHERE column_name IN ('COMPANY','PAYGROUP','PAY_END_DT','OFF_CYCLE')
GROUP BY table_name
HAVING count(*) = 4
MINUS
SELECT table_name
FROM dba_tables
WHERE table_name IN ({misc tables to exclude because data is not needed})
MINUS
SELECT table_name
FROM dba_tab_columns
WHERE data_type = 'LONG RAW'
GROUP BY table_name;
Partial Database – Copy Process

Generate SQL script to populate the prompt data tables
OPEN prompt_tables_cur;
FETCH prompt_tables_cur INTO tblname;
IF prompt_tables_cur%NOTFOUND
THEN
DBMS_OUTPUT.PUT_LINE('Prompt tables not found');
ELSE
-- Create .sql file containing COPY commands
output_file := UTL_FILE.FOPEN(ctl_directory_in, 'pspay_prompt.sql', 'W');
UTL_FILE.PUT_LINE(output_file, 'connect ' || source_owner || '/' || source_pswd);
UTL_FILE.PUT_LINE(output_file, 'set long 2000000000');
UTL_FILE.PUT_LINE(output_file, 'spool pspay_prompt.lst');
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
WHILE prompt_tables_cur%FOUND
LOOP
UTL_FILE.PUT_LINE(output_file, 'COPY TO ' || target_owner || '/' || target_pswd || '@' || target_instance || ' -');
UTL_FILE.PUT_LINE(output_file, ' APPEND ' || tblname || ' -');
UTL_FILE.PUT_LINE(output_file, ' USING SELECT * FROM ' || tblname || ';');
FETCH prompt_tables_cur INTO tblname;
END LOOP;
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
UTL_FILE.PUT_LINE(output_file, 'spool off');
END IF;
CLOSE prompt_tables_cur;
Partial Database – Copy Process
 Identify the PeopleTools tables
CURSOR tools_tables_cur IS
SELECT table_name
FROM dba_tables
WHERE owner = UPPER(source_owner)
AND NVL(num_rows,0) > 0
AND ((table_name LIKE 'PS%'
AND table_name NOT LIKE 'PS\_%' ESCAPE '\')
OR table_name IN ('PS_PAY_GARN_OVRD'))
AND table_name NOT IN (SELECT COL.table_name
FROM dba_tab_columns COL
WHERE COL.owner = owner
AND COL.data_type = 'LONG RAW')
AND table_name <> 'PSAUDIT'
ORDER BY table_name;
Partial Database – Copy Process

Generate SQL script to populate the PeopleTools tables
OPEN tools_tables_cur;
FETCH tools_tables_cur INTO tblname;
IF tools_tables_cur%NOTFOUND
THEN
DBMS_OUTPUT.PUT_LINE('Tools tables not found');
ELSE
-- Create .sql file containing COPY commands
output_file := UTL_FILE.FOPEN(ctl_directory_in, 'pspay_tools.sql', 'W');
UTL_FILE.PUT_LINE(output_file, 'connect ' || source_owner || '/' || source_pswd);
UTL_FILE.PUT_LINE(output_file, 'set long 2000000000');
UTL_FILE.PUT_LINE(output_file, 'spool pspay_tools.lst');
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
WHILE tools_tables_cur%FOUND
LOOP
UTL_FILE.PUT_LINE(output_file, 'COPY TO ' || target_owner || '/' || target_pswd || '@' || target_instance || ' -');
UTL_FILE.PUT_LINE(output_file, ' APPEND ' || tblname || ' -');
UTL_FILE.PUT_LINE(output_file, ' USING SELECT * FROM ' || tblname || ';');
FETCH tools_tables_cur INTO tblname;
END LOOP;
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
UTL_FILE.PUT_LINE(output_file, 'spool off');
END IF;
CLOSE tools_tables_cur;
Partial Database – Copy Process

Identify the Payroll tables
CURSOR pay_tables_cur IS
SELECT table_name
FROM dba_tables
WHERE table_name IN
('PS_PAY_EARNINGS','PS_PAY_OTH_EARNS','PS
_PAY_ONE_TIME',
'PS_PAY_DEDUCTION','PS_PAY_GARNISH','PS_P
AY_TAX','PS_PAY_LINE',
'PS_PAY_DISTRIBUTN','PS_PAY_SPCL_EARNS','P
S_PAY_TAX_OVRD','PS_PAY_PAGE')
ORDER BY table_name;
Partial Database – Copy Process

Generate SQL script to populate the Payroll tables – part 1
OPEN pay_tables_cur;
FETCH pay_tables_cur INTO tblname;
IF pay_tables_cur%NOTFOUND
THEN
DBMS_OUTPUT.PUT_LINE('Pay tables not found');
ELSE
-- Create .sql file containing COPY commands
output_file := UTL_FILE.FOPEN(ctl_directory_in, 'pspay_paytbl.sql', 'W');
UTL_FILE.PUT_LINE(output_file, 'connect ' || source_owner || '/' || source_pswd);
UTL_FILE.PUT_LINE(output_file, 'set long 2000000000');
UTL_FILE.PUT_LINE(output_file, 'spool pspay_paytbl.lst');
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
WHILE pay_tables_cur%FOUND
LOOP
UTL_FILE.PUT_LINE(output_file, 'COPY TO ' || target_owner || '/' || target_pswd || '@' || target_instance || ' -');
UTL_FILE.PUT_LINE(output_file, ' APPEND ' || tblname || ' -');
IF tblname = 'PS_PAY_PAGE'
THEN
UTL_FILE.PUT_LINE(output_file, ' USING SELECT DISTINCT A.* FROM ' || tblname || ' A, -');
ELSE
UTL_FILE.PUT_LINE(output_file, ' USING SELECT A.* FROM ' || tblname || ' A, -');
END IF;
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
UTL_FILE.PUT_LINE(output_file, '
PS_PAY_CHECK C, -');
PS_TI_PSPAY_EMPLID B -' );
WHERE C.EMPLID = B.EMPLID -' );
AND C.COMPANY = A.COMPANY -');
AND C.PAYGROUP = A.PAYGROUP -');
AND C.PAY_END_DT = A.PAY_END_DT -');
AND C.OFF_CYCLE = A.OFF_CYCLE -');
AND C.PAGE_NUM = A.PAGE_NUM -');
Partial Database – Copy Process

Generate SQL script to populate the Payroll tables –
part 2
IF tblname != 'PS_PAY_PAGE'
THEN
UTL_FILE.PUT_LINE(output_file, ' AND C.LINE_NUM = A.LINE_NUM -');
UTL_FILE.PUT_LINE(output_file, ' AND C.PAY_END_DT > ''31-DEC-2009'' -');
ELSE
UTL_FILE.PUT_LINE(output_file, ' AND C.PAY_END_DT > ''31-DEC-2011'';');
END IF;
IF tblname = 'PS_PAY_LINE'
THEN
UTL_FILE.PUT_LINE(output_file, ' AND C.PAYCHECK_NBR = decode(C.SEPCHK,0,0,C.PAYCHECK_NBR);');
ELSE
IF tblname != 'PS_PAY_PAGE'
THEN
UTL_FILE.PUT_LINE(output_file, ' AND C.SEPCHK = A.SEPCHK;');
END IF;
END IF;
FETCH pay_tables_cur INTO tblname;
END LOOP;
UTL_FILE.PUT_LINE(output_file, 'SELECT TO_CHAR(SYSDATE,''DD-MON-YYYY HH24:MI:SS'') FROM dual;');
UTL_FILE.PUT_LINE(output_file, 'spool off');
END IF;
CLOSE pay_tables_cur;
Partial Database – Copy Process
 Identify the long raw tables
CURSOR long_raw_tables_cur IS
SELECT DISTINCT(a.table_name)
FROM dba_tab_columns a
WHERE a.owner = UPPER(source_owner)
AND a.data_type = 'LONG RAW'
AND a.table_name IN (SELECT
b.table_name FROM dba_tables b);
Partial Database – Copy Process

Generate SQL script to populate the long raw
tables
OPEN long_raw_tables_cur;
FETCH long_raw_tables_cur INTO tblname;
IF long_raw_tables_cur%NOTFOUND
THEN
DBMS_OUTPUT.PUT_LINE('LONG RAW tables not found');
ELSE
-- Create exp paramater file
output_file := UTL_FILE.FOPEN(ctl_directory_in, 'pspay_long_raw.par', 'W');
UTL_FILE.PUT_LINE(output_file, 'GRANTS=n');
UTL_FILE.PUT_LINE(output_file, 'INDEXES=y');
UTL_FILE.PUT_LINE(output_file, 'ROWS=y');
UTL_FILE.PUT_LINE(output_file, 'TABLES=(');
WHILE long_raw_tables_cur%FOUND
LOOP
UTL_FILE.PUT_LINE(output_file, tblname || ',');
FETCH long_raw_tables_cur INTO tblname;
END LOOP;
UTL_FILE.PUT_LINE(output_file, ')');
END IF;
CLOSE long_raw_tables_cur;
Partial Database – Wrap Up


Run the four generated SQL scripts to
copy the data from the “source” database
to the “target” database. You optionally
may want to use a different source for
tools tables, if so, be sure this
environment is at the same tools release
and be sure to run a full alter audit after
the data copies.
Follow the applicable steps from the Full
Database process slides titled “Following
Refresh” to make the environment a test
environment.
Collaborate11
April 10-14, 2011
Orange County Convention Center
Orlando, Florida, USA
http://collaborate.oaug.org
PeopleSoft Technology SIG Session Details
Day: Sunday, April 10, 2011
Session ID: 4966
Time: 4:00 – 5:00 PM
Room: W202A
Presentation:
Scott Schafer, Oracle
PeopleTools 8.51 Test Framework