HCM 9.0 Release Notes
Maintenance Pack 20_04
Tools Platform 8.54.09
Release Date:
5/06/16
Campus Application
Time:
15 minutes
File Reference:
HCM_90_MP20_04_Release_Notes_20160506.docx
HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack 20_04
Tools Platform 8.54.09
Table of Contents
Page
1.0
Definitions [Informational Only] ....................................................................................................................... 1
2.0
Prerequisites: [Campus Action Required] ...................................................................................................... 1
2.1
Prerequisite List ..................................................................................................................................... 1
3.0
Changes to Campus PeopleSoft Fileshare [Campus Action Required]......................................................... 1
3.1
Copy the HCM 9.0 Release Package for Maintenance Pack 20_04 ..................................................... 1
3.2
Shut down Application Server and Process Scheduler ......................................................................... 1
3.3
Run Repliweb to apply file share objects [Campus Action Required] .................................................. 2
4.0
Changes to the Application [ Informational Only ] .......................................................................................... 2
4.1
Summary of Release Changes .............................................................................................................. 2
5.0
Importing the Maintenance Pack Project to Your Staging Database ............................................................... 2
5.1
Clear Cache Files .................................................................................................................................. 2
5.2
Unzip the HCM Maintenance Pack 20_04.zip file to C:\temp................................................................ 2
5.3
Set paths for DMS Input, Output and Logs ............................................................................................ 3
5.4
Pre Update Activities – N/A ................................................................................................................... 5
5.5
Import the Project BSL_UPG90_MP_20_04 ......................................................................................... 5
5.6
Validate the Project BSL_UPG90_MP_20_04 ...................................................................................... 8
5.7
Create Tables – N/A .............................................................................................................................. 9
5.8
Post Create Tables Action – N/A ........................................................................................................... 9
5.9
Alter Tables Without Deletes – N/A ....................................................................................................... 9
5.10 Post Alter Without Delete Action – N/A ................................................................................................. 9
5.11 Alter with Deletes – N/A ......................................................................................................................... 9
5.12 Post Alter With Delete Action – N/A....................................................................................................... 9
5.13 Create Views – N/A ............................................................................................................................... 9
6.0
Post Build Activities .......................................................................................................................................... 9
6.1
Run Stored Statement Data Mover Scripts – N/A ................................................................................. 9
6.2
Execute SQL Scripts .............................................................................................................................. 9
6.3
Data Mover Script – Run INC0153111_IMPORT.dms ........................................................................ 10
7.0
Manual Steps – Special Instructions .............................................................................................................. 11
7.1
Clear app server cache and start process schedulers ........................................................................ 11
8.0
Updating Security - [Campus Action Required] ............................................................................................. 11
8.1
Update Operator Security – N/A .......................................................................................................... 11
8.2
Additional Security Updates – N/A....................................................................................................... 12
9.0
Audit Steps ..................................................................................................................................................... 14
9.1
Refresh HCM Interface Registry Cache .............................................................................................. 14
9.2
Verify Database Stamp ........................................................................................................................ 15
10.0 Application of Maintenance Pack to other Campus Databases. .................................................................... 15
Release Date: 5/06/16
HCM 9.0 Maintenance Pack Release Notes
1.0
Maintenance Pack20_04
Tools Platform 8.54.09
Definitions [Informational Only]
Campus Action Required:
Steps containing this label must be performed by the campus.
2.0
Prerequisites: [Campus Action Required]
2.1
Prerequisite List

All Maintenance Packs Through MP 20.03

Oracle 11.2.0.3
3.0
Changes to Campus PeopleSoft Fileshare [Campus Action Required]
3.1
Copy the HCM 9.0 Release Package for Maintenance Pack 20_04
The Maintenance Pack Package consists of the following:

Repliweb Job

Project Library
IMPORTANT!!! Note for SA campuses: If you have a customized ECOUTMAP.sqc you must copy that into this new
sa85302 fileshare and also attach your customized ECOUTMAP.sqc to your Help Desk Ticket when requesting the
migration.
Repliweb Job
Your database/fileshare is located in the data center and you will have to install the fileshare via Repliweb.
Instructions and training guides can be downloaded from the CMS Web Site at https://csyou.calstate.edu/ProjectsInitiatives/CMS/TechSvcs/Pages/TSObjectMigration.aspx.
Project Library
The project library must be downloaded from the CMS Web Site at https://csyou.calstate.edu/ProjectsInitiatives/CMS/CMSReleases/Pages/RelCMS.aspx. Locate the Project link, posted under this maintenance pack
release. Follow the instructions contained within the package installation MP20_04_20160506.zip file to install
the new project. Any campus specific customized third party objects will need to be moved in to the target
instance afterwards.
3.2
Shut down Application Server and Process Scheduler
EXAMPLE
1. Run the ps_admin “stop_all” and “stop_nt” commands.
a. sesudo ps_admin –d <dbname> -o stop_all
b. sesudo ps_admin –d <dbname> -o stop_nt
NOTE: The servers will be brought back up before starting the Manual Instructions in Section 7.1
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HCM 9.0 Maintenance Pack Release Notes
3.3
Maintenance Pack20_04
Tools Platform 8.54.09
Run Repliweb to apply file share objects [Campus Action Required]
You will need to use Repliweb to apply the file share objects for MP20_04 which will be located under
CMS_UPDATES_FIXES in Uniweb. Once the MP20.04 file share objects have been applied, you will
need to use Repliweb to reapply any campus modified file share objects.
For detailed instructions on how to use RepliWeb, please refer to the RepliWeb User Guide located at
https://csyou.calstate.edu/Projects-Initiatives/CMS/TechSvcs/Pages/TSObjectMigration.aspx.
4.0
Changes to the Application [ Informational Only ]
4.1
Summary of Release Changes
Please refer to the HCM Summary of Release Changes_MP2004_20160506.doc for detailed information
regarding specific Help Desk Cases resolved in this maintenance pack.
5.0
Importing the Maintenance Pack Project to Your Staging Database
5.1
Clear Cache Files
Clear the cache files on the local machine where the upgrade will be performed by deleting the contents
of the C:\PS\Cache folder.
NOTE: No Oracle/PeopleSoft applications should be active while performing this step.
5.2
Unzip the HCM Maintenance Pack 20_04.zip file to C:\temp
The following table illustrates the steps required to unzip the maintenance release package
Instructions
•
Unzip the MP 20_04
package to the C:\temp
directory on your local
drive.
•
Select/Verify 'Extract'
options. Settings should
be:
Illustration
 All files
 Use folder names
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HCM 9.0 Maintenance Pack Release Notes
5.3
Maintenance Pack20_04
Tools Platform 8.54.09
Set paths for DMS Input, Output and Logs
Paths are set to point to C:\Temp, since the data and scripts folders for the Application Release were
unzipped to that location.
The following table illustrates how to set the paths for the DMS input, output and logs.
Instructions
•
Navigate to:
Start>Programs>PeopleT
ools
8.54.09>Configuration
Manager
•
Select the 'Profile' tab
•
Once on the 'Profile' tab,
click the 'Edit' button to
launch the 'Edit Profile'
page.
Release Date: 5/06/16
Illustration
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HCM 9.0 Maintenance Pack Release Notes
Instructions
•
On the 'Edit Profile'
page, select the
'Common' tab
•
Select/Verify 'Edit
Profile' options. Settings
should be:
Maintenance Pack20_04
Tools Platform 8.54.09
Illustration
 TCP Packet Size 512
 Convert DIB and BMP
images to JPG
• Set the following paths for
the Data Mover
Directories:
 Input Directory:
C:\Temp\Data
 Output Directory:
C:\Temp\Data
 Log Directory:
C:\Temp
• Click 'OK' to return to
Configuration Manager
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HCM 9.0 Maintenance Pack Release Notes
Instructions
•
Maintenance Pack20_04
Tools Platform 8.54.09
Illustration
Click 'OK' again to save
the settings you entered
and close out of
Configuration Manager.
5.4
Pre Update Activities – N/A
5.5
Import the Project BSL_UPG90_MP_20_04
The following table illustrates how to import the project.
Instructions
•
Logon to the campus
database via Application
Designer.
•
From the 'App Designer'
menu select Tools >
Copy Project>From File
Release Date: 5/06/16
Illustration
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HCM 9.0 Maintenance Pack Release Notes
Instructions
•
Browse to the parent
folder C:\Temp
•
Select C:\Temp
•
Click 'OK'
•
Highlight the project
BSL_UPG90_MP_20_04
in the ‘Select Project
from the List Below’
box. Click on the
“Select” button.
•
Click 'Select All'
•
Click on 'Options' to
launch the 'Upgrade
Options' page.
Release Date: 5/06/16
Maintenance Pack20_04
Tools Platform 8.54.09
Illustration
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HCM 9.0 Maintenance Pack Release Notes
Instructions
•
On the 'Upgrade
Options' page, select the
'Copy Options' tab.
•
Click 'Select All' in the
Copy Languages list.
•
Select the 'General
Options' tab
•
Enter 500 for the
'Commit Limit'
•
Select/Verify 'General
Options'. Settings should
be:
Maintenance Pack20_04
Tools Platform 8.54.09
Illustration
 Set Target Audit Flags from
Source
 Keep Target DDL
 Keep Target References
 Keep Target Display Size
 Keep Target Field Format
• Click 'OK' to return to the
'Copy' page.
•
Click 'Copy'
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
The following error(s) and warning(s) are expected and can be ignored.
•
Object Name: xxxxxxxx not copied, entire object already copied
The project, BSL_UPG90_MP_20_04 will be imported into your database.
5.6
Validate the Project BSL_UPG90_MP_20_04
An important part of the PeopleSoft upgrade process involves validating your upgrade project. When you
validate a project, Application Designer verifies that all object definitions included in the project actually
exist in your database.
Launch the Application Designer to execute the following steps.
Instructions
Illustration
•
From the App Designer
menu select: Tools >
Options
•
Select the 'Validate' tab
•
Select/Verify the
'Validate' options.
Settings should be:
 Validate PeopleSoft
Internet Architecture
Execution
 Validate project integrity
• Click ‘OK’
•
From the App Designer
menu select: Tools >
Validate Project
Output
Window
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HCM 9.0 Maintenance Pack Release Notes
•
Maintenance Pack20_04
Tools Platform 8.54.09
When prompted to
delete all invalid objects,
click ‘No’
IMPORTANT!!! Any errors received during the Validation process will appear in the output window. This information
can be copied and pasted into a text/Word document for future reference. Errors should be resolved before
proceeding with the upgrade. If you need assistance with this step, please open a high priority Help Desk Case
assigned to SOSS SA Change Control.
The following error(s) and warning(s) are expected and can be ignored.
N/A
5.7
Create Tables – N/A
5.8
Post Create Tables Action – N/A
5.9
Alter Tables Without Deletes – N/A
5.10
Post Alter Without Delete Action – N/A
5.11
Alter with Deletes – N/A
5.12
Post Alter With Delete Action – N/A
5.13
Create Views – N/A
6.0
Post Build Activities
6.1
Run Stored Statement Data Mover Scripts – N/A

6.2
Launch Data Mover and run the following scripts to modify the steps within stored statements from
the <PShome>\src\cbl\base directory.
Execute SQL Scripts
Stamp the Database
When the migrations are complete, The Stamp_Database_MP2004.sql will stamp the Target database
with the new release number:
Log on to the database via SQL+ as SYSADM and run the script ‘Stamp_Database_MP2004.sql’, found
in C:\Temp\Scripts. Make sure to spool the output to a log file, and check this log file for errors.
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
Example:
SQL> spool c:\temp\ Stamp_Database_MP2004.lst
SQL> set echo on
SQL> @c:\temp\scripts\ Stamp_Database_MP2004.sql
SQL> spool off
6.3
Data Mover Script – Run INC0153111_IMPORT.dms
The Data Mover scripts are in C:\Temp\Scripts; Dat files are in to C:\Temp\Data. Run the following
Data Mover Scripts, Start>Programs>PeopleTools 8.53.02>Data Mover
The following error(s) and warning(s) are expected and can be ignored.
‘Unique Constraint’ (duplicate record) Errors
•
While running the following data mover scripts (DMS), you may experience ‘Unique Constraint’
(duplicate record) errors. The likely cause of this is that your campus already ran the script in
the process of applying an Update/Fix posted to the CMS Web Site. If you need help
determining if your campus has already applied an Update/Fix, open a Help Desk Case with
SOSS HR Change Control. Make a note of any errors received (include this with your Help
Desk Case) and proceed with running the remaining DMS scripts.
The following table illustrates how to run the Post Build data mover script(s)
Instructions
Illustration
From the “Data Mover” menu select
File > Open
•
Open and run the
following scripts.
 INC0153111_IMPORT.dms
Run Script
 Check log files in C:\temp
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
7.0
Manual Steps – Special Instructions
7.1
Clear app server cache and start process schedulers
Clear app server cache and restart app server and process schedulers using the ps_admin “clr_cache” and
“start_nt” commands:
1. Run the ps_admin “clr_cache” and “start_nt” commands.
a. sesudo ps_admin –d <dbname> -o clr_cache
b. sesudo ps_admin –d <dbname> -o start_nt
2. For complete instructions on how to use the ps_admin command, please refer to the CMS Oracle
Enterprise Environment Administrators Guide, located at https://csyou.calstate.edu/ProjectsInitiatives/CMS/TechSvcs/Pages/TSCampusLocEnvt.aspx.
8.0
Updating Security - [Campus Action Required]
8.1
Update Operator Security – N/A
NOTE: The PeopleSoft Security Administrator at your campus should perform the following steps.
The components listed below have changed as part of this upgrade package. Update operator security to
access the following components as deemed appropriate by your campus.
#
MENU NAME
COMPONENT NAME
The following table illustrates how to update the operator security.
Instructions
•
Navigate to: Home >
PeopleTools > Security >
Permissions & Roles >
Permission Lists
•
Enter the name of the
permission list that must
be updated and click
'Search' to select the
permission list.
Illustration
Note: An example using
the PPSUPER permission
list is depicted.
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HCM 9.0 Maintenance Pack Release Notes
Instructions
8.2
•
The 'General' tab
defaults.
•
Select the 'Pages' tab to
display the menus
available for the
permission list.
•
Click 'Edit Components'
for the required menu
name.
•
Note: A partial sample
representation of the
menus that may be
displayed on the 'Pages'
tab is depicted.
•
Click 'Edit Pages' for the
required component
•
Provide access to new
pages according to your
campus security setup by
clicking on the
appropriate check boxes
for the desired access.
Maintenance Pack20_04
Tools Platform 8.54.09
Illustration
Additional Security Updates – N/A
Portal Security Synch
Run Portal Security Synch to synchronize the Portal Registry with your security permissions.
NOTE: The user ID that invokes this process must have the security role Portal Administrator. Otherwise, the process
may terminate abnormally.
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
The following table illustrates the steps required to run the Portal Security Synch
Instructions
Illustration
Run the Portal
Security Synch
process
•
Navigation:
PeopleTools
> Portal >
Portal
Security
Sync
 Delete Invalid
Security
• Click ‘Run’
•
Select
PSUNX as
the Server
Name
•
Click ‘OK’
IMPORTANT: Please repeat the process and remove the check box for Delete Invalid Security.
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
The following table illustrates the steps required to re-run the portal security synch with the ‘Delete
Invalid Security’flag unchecked.
Instructions
Illustration
Run the Portal Security Synch
process
•
Navigation:
PeopleTools > Portal
> Portal Security
Sync
 Uncheck ‘Delete Invalid
Security’
• Click ‘Run’
•
Select PSUNX as the
Server Name
•
Click ‘OK’
NOTE: If users are having trouble accessing the newly designated menu items, you may have to clear your Application
Server cache and/or Web server cache.
9.0
Audit Steps
9.1
Refresh HCM Interface Registry Cache
CMS has developed a custom process that only refreshes the cache. This custom AE process does not update any
required security. This custom process replaces the ‘push button’ process that is currently used by the Technical
services group. This custom AE process will refresh the SOA cache and can be run by the command line
interface.
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
DOS Prompt: <pshome>\bin\client\winx86>
Command: psae -CD dbname -CT type -CO oprid -CP pwd -R run_control -AI CSU_SOAREFR
Where: dbname = the instance where you want to run the program (i.e., HAXXXSTG)
type = ORACLE
oprid = a valid operator id for this instance (i.e., SUPEROP)
pswd = the password for the operator id
run_control = a run control id for the process
If you are prompted, type ‘g’ to execute the program
9.2
Verify Database Stamp
Verify the Stamp Database sql ran in step 6.2 has been updated correctly:
Instructions
•
Illustration
In the 'App Designer'
menu select Tools >
Upgrade > Stamp
Database
PeopleSoft Release
HRMS & Campus Solutions
10.0
•
The Service Pack will be
updated to 20
•
The Customer Release
will be updated to '004'
•
Click 'Stamp'
Application of Maintenance Pack to other Campus Databases.
Please repeat the process in these notes for other databases you wish to apply the maintenance pack.
Release Date: 5/06/16
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HCM 9.0 Maintenance Pack Release Notes
Maintenance Pack20_04
Tools Platform 8.54.09
The process of comparing and migrating the Maintenance Pack(s) from one database to
another is being suspended due to the volume of objects in the Maintenance Pack project.
IMPORTANT!!!
Release Date: 5/06/16
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