Oracle VM Templates for PeopleSoft Human Capital Management 9.1 Feature Pack 2


 CHAPTER 1

Preparing to Deploy
This chapter discusses:
• Understanding Oracle VM and the People-soft Deployment
• Obtaining Oracle VM for People-soft Templates from Oracle Software Delivery Cloud
• Planning the People-soft Template Deployment
• Reviewing the Oracle VM Setup

Understanding Oracle VM and the People-soft Deployment

This documentation explains how to deploy the Oracle VM templates for People-soft Human Capital Management (HCM) 9.1 Feature Pack 2. People-soft HCM 9.1 Feature Pack 2 deployment requires two Oracle VM templates. The Oracle VM templates for HCM include the following features:
• Database template
• People-soft HCM 9.1 Feature Pack 2 application software, including the demo database, built on Oracle 11gR2 RDBMS database software
• Oracle Linux 5.7 operating system
• HCM Application VCD Install directory
This Application VCD Install directory (this will be found in /opt/oracle/psft/ptdb/apptools after
deployment) will be mounted transparently onto the PIA-App-batch virtual machine (this will be found under /opt/oracle/psft/pt/apptools after deployment) if options for Demo environment setup and Decoupled Application Home setup are chosen during PIA-App-batch virtual machine configuration.
See "Deploying the People-soft Templates," Starting the Oracle VM for People-soft Virtual Machines.
• PIA-App-batch template
• People-soft People Tools Install directory (this will be found in /opt/oracle/psft/pt/tools after deployment)
• Peoples-soft Pure Internet Architecture (PIA) built with Oracle Web-logic 10.3.5 web server
• Application Server configured using a People-soft small domain configuration.
• Process Scheduler with a default UNIX configuration
• Oracle Tuxedo 10gR3 and Verity included
• Micro Focus Server Express COBOL install binaries
• People-soft Client installer

See Obtaining Oracle VM for People-soft Templates from Oracle Software Delivery Cloud.

Before deploying the People-soft templates, you must install Oracle VM Server and Oracle VM Manager. The hardware and software requirements for this deployment are the same as those for Oracle VM Server and Oracle VM Manager.

See Reviewing the Oracle VM Setup.

The deployment requires users with the following roles:

• Oracle VM Administrator

The Oracle VM Administrator is responsible for management of the Oracle VM server pool and user accounts, including the user accounts for the People-soft domain and installation administrators. The Oracle VM Administrator is authorized to create virtual machines and assign hardware resources to a virtual machine. The Oracle VM administrator should have root access on the Oracle VM Server machine.

• People-soft Domain and Installation Administrators

The users managing the People-soft People Tools environment should be familiar with People-soft software administration. The user can be local to the virtual machine or a domain user. This user only has access to the resources assigned by the Oracle VM Administrator. While these are listed as separate roles, both sets of skills are needed to complete the deployment process in
very close coordination.

Obtaining Oracle VM for People-soft Templates
from Oracle Software Delivery Cloud

You should have already downloaded the necessary files from Oracle Software Delivery Cloud before beginning this procedure. This section includes additional information on finding and using Oracle VM templates for People-soft if necessary.

To obtain the Oracle VM templates for HCM:

1. Sign in to the Oracle Software Delivery Cloud portal for Oracle Linux and Oracle VM.
See http://edelivery.oracle.com/linux
2. On the Media Pack Search page, select Oracle VM templates from the Select a Product Pack drop-down list.
Select the operating system you are running on from the Platform drop-down list, and click Go.
3. Select the radio button for People-soft VM templates for HCM 9.1 Release Media Pack for x86 (64 bit), and click Continue.
4. Download the following templates, and save the zip files to a temporary directory:

• People-soft HCM 9.1 Feature Pack 2 database with Oracle Linux 5.7.
This template is referred to as the “Database template” in this documentation.

• People-soft PIA, Application and Batch server with People-soft Pure Internet Architecture, Web-logic 10.3.5, Tuxedo 10gR3, and Verity.
This template is referred to as the “PIA-App-batch template” in this documentation.
5. Click Read-me for information on how to extract the zip files and prepare for use.
6. Create a directory for the templates on the Oracle VM Server, and FTP the templates into the directory: /OVS/seed_pool/TEMPLATE_NAME.
Follow the instructions given in the Read-me file concerning the directory name. The Read-me file is posted with the templates, and as such is more current than this documentation. It is convenient to use the template name for the directory; this documentation uses TEMPLATE_NAME.
Note. If /OVS is a mounted filesystem, after unzipping and before extracting the files you may see messages similar to the following. You can ignore these messages and continue.
-bash-3.1# tar -xvf OVM_EL5U7_X86_64_HCMDB9_1_2_PVM.tgz
Oracle11gR2.img
tar: Oracle11gR2.img: Cannot change ownership to uid 0, gid 0:
Operation not permitted HCMDB.img
tar: HCMDB.img: Cannot change ownership to uid 0, gid 0:
Operation not permitted README
tar: README: Cannot change ownership to uid 0, gid 0:
Operation not permitted System.img
tar: System.img: Cannot change ownership to uid 0, gid 0:
Operation not permitted vm.cfg
tar: vm.cfg: Cannot change ownership to uid 0, gid 0:
Operation not permitted
tar: Error exit delayed from previous errors


Planning the People-soft Template Deployment

The following diagram shows a sample Oracle VM architecture with the Oracle VM templates for People-soft deployed. In this case, both People-soft templates are deployed in a single server pool on a single Oracle VM server, but other server pool configurations are possible. A server pool is an autonomous region that contains one or more Oracle VM Servers.
See Oracle VM Manager User’s Guide, "Overview of Oracle VM Manager"
The following diagram shows the Oracle VM architecture with the two deployed PeopleSoft templates. The components represented in the following diagram are defined below the diagram:
 
 

Sample Oracle VM architecture with deployed People-soft templates

• Oracle VM Manager
The Oracle VM Manager is a web application that provides the user interface to manage Oracle VM Server, virtual machines, and resources.

• Oracle VM Server
The Oracle VM Server is a self-contained virtualization environment designed to provide a lightweight,secure, server-based platform to run virtual machines. Oracle VM Server is based upon an updated version of the underlying Xen hyper-visor technology, and includes Oracle VM Agent.

• Oracle VM Agent
Oracle VM Agent is installed with Oracle VM Server. It communicates with Oracle VM Manager
to manage virtual machines.

• dom0
This is an abbreviation for domain zero, which is the management domain with privileged access.

• domU
Each domU (dom1, dom2, dom3) is an unprivileged Oracle VM domain with no direct access to the hardware or device drivers. Each domU is started by Oracle VM Server in dom0. In this example, each domain holds a single People-soft virtual machine.
In planning the deployment, consider the following:
• In addition to the Oracle VM components discussed above, you need a utility to access and control the virtual machines in a console. You can consult the Oracle VM documentation for information on downloading a plug-in, or use a VNC client of your own choosing.
See Oracle VM Manager User’s Guide, "Connecting to a Virtual Machine’s Console."
• After setting up the virtual machines you will need to use a secure shell (SSH) client to log in to the virtual machines.
• The delivered Oracle VM for HCM templates include a People-soft HCM 9.1 demo database. Depending upon the products that you want to have available, you may need to acquire licenses for COBOL, SAP® Business Objects Crystal Reports®, or SAP® Business  Objects™ Enterprise software. See "Licensing Notes for People-soft Enterprise People Tools 8.52," My Oracle Support (search for the article name).
If you plan to use any products that require COBOL, such as Oracle’s People-soft Enterprise Benefits Administration, Payroll for North America, or Global Payroll, be aware that you must have a properly licensed and installed Micro Focus COBOL compiler.
See "Deploying the People-soft Templates," Starting the PIA-App-batch Virtual Machine.
See "People-soft Enterprise Frequently Asked Questions About People-soft and the Micro Focus COBOL Compiler," My Oracle Support, (search for the article name).
See PeopleSoft Enterprise HRMS 9.1 Applications Installation Guide, My Oracle Support (search for the application and release).
• Decide how to distribute the templates. The example in the previous section shows both templates in a single server pool, but your environment may favor the database template in one server pool, and the PIA-AppBatch template in another.
• It is possible to combine a deployed PeopleSoft template with a conventional installation.
For example, if you deploy the PIA-AppBatch template, you can connect to a traditional, non-virtual database instance.
• The environment installed by the deployment of the Oracle VM for HCM templates can be used as a starting point that can subsequently be enhanced and tuned to fit the requirements of the target system.
See "Deploying the People-soft Templates," Managing the Virtual Environment Life-cycle.
• To avoid potential conflicts, the Oracle VM Administrator should keep careful record of the host names and IP addresses associated with the virtual machines.

Reviewing the Oracle VM Setup

Before you begin the Oracle VM for HCM template deployment, the Oracle VM Administrator should have completed the following tasks:

• Downloaded the Oracle VM Server and Oracle VM Manager Installation software from Oracle Software Delivery Cloud.

• Installed Oracle VM Server and Oracle VM Manager Software.
See Oracle VM Server Installation Guide.
See Oracle VM Manager Installation Guide.

• Set up a server pool.
See Oracle VM Manager User’s Guide.

• Set up a server.
See Oracle VM Manager User’s Guide.

• Recorded, and if necessary, communicated information such as hostnames, IP addresses, and other access information, to the user who will deploy the templates.
You should give due consideration to the best server pool configuration for your system. For example, you can create different virtual machines for the PIA-App-Batch and Database templates, on different physical servers, and put them into the same server pool. The Oracle VM documentation includes guidance on designing your system.

                        CHAPTER 2
Deploying the PeopleSoft Templates

This chapter discusses:
• Importing Oracle VM for People-soft Templates
• Creating the Virtual Machines
• Starting the Oracle VM for People-soft Virtual Machines
• Using the People-soft Installation
• Configuring Oracle SES
• Configuring HCM
• Troubleshooting
• Managing the Virtual Environment Life-cycle

Importing Oracle VM for PeopleSoft Templates

There are several methods of importing virtual machines templates. This section assumes that you downloaded the Oracle VM for People-Soft templates from Oracle Software Delivery Cloud, extracted the two templates, and saved them in /OVS/seed_pool/TEMPLATE_NAME on the computer where you set up your Oracle VM server pool. Carry out the procedure described here for each of the templates you downloaded.
Use the examples shown here for information, but keep in mind that there may be slight differences in appearance due to different browsers and so on.
See "Preparing to Deploy," Obtaining the Oracle VM for People-Soft Templates from Oracle Software Delivery Cloud.
For other methods of importing templates, see the Oracle VM Manager User’s Guide.
To import the virtual machine template that you downloaded previously, and register it in Oracle VM Manager:
1. Launch the Oracle VM Manager in a browser and log in.
Log in with a user account that has the permissions to import templates and create virtual machines.

 
Oracle VM Manager Login

 

User id: - admin         
Password: - *****

Click Login tab

Open Oracle VM Manager Home Page:-

2. Select the Resources tab.
3. Click Virtual Machines Templates, and then click the Import button.


Oracle VM Manager Resources page

 4. on the Source page, select the option Select from Server Pool (Discover and register), and then click Next.


5. on the General Information page, enter or select the following general information:


General information page
• Server Pool Name
Select the server pool on which the imported virtual machine template will be located.

• Virtual Machine Template Name
Select the virtual machine template to be imported.

• Enable High Availability (Optional)
You can enable high availability for the imported virtual machine template.
See Oracle VM Manager User’s Guide, "Managing Server Pools."

• Operating System
Enter Oracle Enterprise Linux 5 64-bit as the guest operating system of the virtual machine template.

• Virtual Machine System Username
Enter the user name used to log in to the virtual machine after it is booted. In the example shown root is supplied as the user name.
• Virtual Machine System Password
Enter the Oracle VM template root account password, ovsroot.
Note. This is not the same as the console password that you choose in the next step to create the virtual machine. The Console Password is used to log in to the console using a VNC client while the password chosen here is used to log in to the system using SSH client sessions.

6. Click Next, and confirm that the information you entered, such as Server Pool Name, Virtual Template Name, Operating System, and so on, are correct.


Confirm Information page

7. Click Confirm.
After importing, the status of the virtual machine template is Pending. You need to approve it to make it available for creating virtual machines.

8. Select the template you want to approve, and click Approve.

A page appears with information about the template. Click Approve again. The status changes to Active.



Virtual Machine Templates page

Creating the Virtual Machines

This section assumes that you have imported the templates as described in the previous section, and are logged in to Oracle VM Manager. Carry out the procedure described here for each of the Oracle VM for PeopleSoft templates.
To create a virtual machine based on an Oracle VM for HCM template:

1. Select the Virtual Machines tab.
The Virtual Machines page lists existing virtual machines.


2. Click the Create Virtual Machine button.

3. Select the option Create virtual machine based on virtual machine template, and click Next.

Creation Method page

4. Select the server pool where the virtual machine is to be located.
Accept the default Preferred Server option, Auto, and click Next.

Server pool page with selected server pool

A preferred server is a Virtual Machine Server that provides resources such as memory, CPUs, virtual network interfaces (VIFs), and disk for the virtual machine. If you select only one Virtual Machine Server as the preferred server, the virtual machine then always starts from and runs on this server. If you select multiple preferred servers, each time the virtual machine starts, it will choose to run on the one with the maximum resources available (including memory and CPU).
When creating a virtual machine, there are two ways to select a Virtual Machine Server for the virtual machine:
• Auto: In the Auto mode, when the virtual machine starts, Oracle VM automatically assigns a Virtual Machine Server with the maximum resources available to run the virtual machine. The virtual machine then runs on this Virtual Machine Server temporarily, until it is shut down.
• Manual: In the Manual mode, you select one or more Virtual Machine Servers as the preferred servers.
The virtual machine then starts from and runs on the preferred server with the maximum resources available.
Note. If none of the preferred servers can provide sufficient resources, the virtual machine may fail to start.

5. Select the template that you imported to use for this virtual machine, and then click Next.

Source page with selected template


6. Enter the following information, and then click next:


Virtual Machine Information page

• Virtual Machine Name
This name will be used as the name of the directory under /OVS/running_pool, where the files associated with this virtual machine are stored.
Note. The virtual machine name does not have to be the same as the name of the virtual machine host.

• Console Password
Enter the password to log in to the console, and enter it again to confirm the password. You use the connection through the console to access and start the virtual machine. This may be the console plug-in documented in the Oracle VM Manager User’s guide, or another VNC client.
See Oracle VM Manager User’s Guide "Connecting to a Virtual Machine’s Console."

• Enable High Availability
This is optional. See the section on enabling high availability in the Oracle VM documentation.
See Oracle VM User’s Guide, "Managing Server Pools."

Add Row
This is optional. Select this option to add more virtual network interfaces. By default, virtual
network interfaces are named VIF0, VIF1, VIF2, and so on. You can rename them after creating
the virtual machine. See the information on changing virtual machine configuration in the Oracle
VM documentation.
See Oracle VM Manager User’s Guide, "Managing Virtual Machines."

7. Confirm that the information for user, virtual machine, virtual machine template, and server pool are correct, and then click Confirm.


Confirm Information for the virtual machine

8. Click Refresh periodically until the status of the virtual machine changes from Creating, as shown in the first example, to Powered Off, as shown in the second example.
The process of creating a virtual machine takes time. You can choose to refresh manually, or to refresh every 30 seconds.

Creating Virtual Machine page with virtual machine in creating status
Creating Virtual Machine page with virtual machine in Powered Off status




9. If the status goes to Error, refer to the virtual machine error section in the Oracle VM Manager User’s Guide.
See Oracle VM Manager User’s Guide, "Managing Virtual Machines"

Starting the Oracle VM for PeopleSoft

Virtual Machines

This section discusses:
• Understanding the Virtual Machine Initialization
• Starting the Database Virtual Machine
• Starting the PIA-AppBatch Virtual Machine
• Installing Micro Focus Server Express 5.1 after Starting the Virtual Machines
18 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Chapter 2 Deploying the PeopleSoft Templates



Understanding the Virtual Machine Initialization

Start the virtual machines for each of the Oracle VM for HCM templates. It is important that you start the Virtual machines in the following order:
1. Database
2. PIA-AppBatch
After starting the virtual machines in Oracle VM Manager, log in to each virtual machine in a console to verify that the virtual machine creation was successful, and that it is accessible. You will be prompted with a few configuration questions for the PeopleSoft installation. You must supply both network information, such as IP addresses, and information specific to the PeopleSoft installation, such as the database SID.
Be aware that if you supply incorrect network information in response to these prompts (such as IP address, hostname, DNS server IP, gateway and so on) the new virtual machine will not function, and you should create a fresh virtual machine.


Starting the Database Virtual Machine

Starting a virtual machine is analogous to starting a computer by pressing the Power On button. Ensure that the virtual machine is powered off before you start it.
To start and initialize the Database virtual machine:

1. Select the Virtual Machines tab.

2. On the Virtual Machines page, select the virtual machine that you created for the Database template.

3. Click the Power On button.

4. Wait until the virtual machine status changes from Initializing to Running.
The status of the virtual machine will automatically be updated every 30 seconds. You can also choose to manually refresh the status by clicking the Refresh button.

5. Open your console application (for example, VNC client) and log into the virtual machine.
Log in using the console password you specified when importing the template.

6. At the following prompt, enter the password for root.
New UNIX Password:<val>
Reenter the same password at the following prompt:
Retype new UNIX Password:

7. Enter the required network-related information.
There are several prompts asking for network-related information. You see the same network-related prompts when starting each of the virtual machines. The text in bold font indicate places that require user input:
Configuring network interface.
Enter static IP address: 12.345.67.900
Enter netmask[255.0.0.0]: 555.555.555.5
Enter gateway: 12.345.678.9
Enter DNS server: 123.45.678.90
Confirm the host name that is resolved by the DNS server: host_name
Stopping network...
Shutting down interface eth0: [OK]
Shutting down loopback interface: [OK]
Configuring static IP.
IP address: 12.345.678.900
Net mask: 555.555.555.5
Gate way: 12.345.678.9
Host name: host_name
Starting network...
Bringing up loopback interface: [OK]
Bringing up interface eth0: [OK]

Note. If the host name does not get resolved by the DNS server, the network related answers are probably wrong and the virtual machine will not boot correctly. If this happens, you will have to reset the virtual machine and restart the whole boot sequence from the beginning. Refer to the section Resetting PeopleSoft Virtual Machines later in the document.

8. Respond to the following prompts requesting database information.
Enter values for your environment or accept the defaults.
Note. If necessary, check with your Oracle database administrator for information about these values.
Do you want to relink the binaries? (y/n) [n]
Specify a port that will be used for the database listener [1521]:
Do you want Oracle Database to be started on boot (y/n) [y] :
9. Specify a database name at the following prompt.
The database name must include only uppercase letters, for example HCM91:
Enter the name of the database SID [TESTDB]: HCM91
10. Log in to the virtual machine using Secure Shell (SSH), with root and the password entered at the beginning of the boot sequence.

Note. You can also log in using oracle as the user and oracle as the password.
Oracle Linux Server release 5.7 Kernel 2.6.32-200.13.1.el5uek on an x86_64
Host_name login:
After you answer the configuration questions, the database server starts, and the demo database is available for the PIA-AppBatch server.

Starting the PIA-AppBatch Virtual Machine

This section discusses:
• Understanding the PIA-AppBatch Virtual Machine
• Using the Micro Focus Server Express COBOL Compiler
• Starting and Initializing the PIA-AppBatch Virtual Machine

Understanding the PIA-AppBatch Virtual Machine

The PIA-AppBatch virtual machine is used to run PeopleSoft Pure Internet Architecture (PIA), the PeopleSoft Application Server, and the PeopleSoft Process Scheduler within the same virtual machine. You can choose to run PeopleSoft Pure Internet Architecture on one virtual machine, and the PeopleSoft Application Server and Process Scheduler on a separate virtual machine by your response to the prompts in the section Starting and Initializing the PIA-AppBatch Virtual Machine. Furthermore you can decide to deploy neither the PIA nor AppBatch on a virtual machine. In this case the virtual machine that you created from the PIA-AppBatch template would be analogous to a traditional system with PeopleSoft People Tools installed in PS_HOME and PeopleSoft application files installed in PS_APP_HOME, but with no Application Server domain, Process Scheduler domain, or PeopleSoft Pure Internet Architecture site set up.
PIA-AppBatch virtual machine can be configured either for a HCM Demo environment or a non-Demo environment.

• Demo Environment

To set up a HCM Demo environment, you must answer y (yes) to both of the prompts “Do you wish to configure the VM for Demo Purposes” and “Do you wish to configure a Decoupled Application Home”. The term “Decoupled Application Home” refers to a deployment in which the HCM Application software resides in an installation directory, PS_APP_HOME that is separate from PS_HOME, the installation directory for PeopleSoft People Tools. The PS_APP_HOME directory that is installed onto the HCM Database virtual machine under /opt/oracle/psft/ptdb/apptools will be mounted transparently onto the PIA-AppBatch virtual machine under /opt/oracle/psft/pt/apptools during configuration.
See People Tools 8.52: System and Server Administration People Book, "Working with Server Domain Configurations."

• Non-Demo Environment

Choose this option if you want to connect the PIA-AppBatch virtual machine to a pre-existing (traditional) database or an environment with an Integration Gateway.
In this mode, the configuration is done manually and the user typically chooses not to use any default initialization steps. If you answer n (no) to the question “Do you wish to configure the VM for Demo Purposes”, you will be given an option of providing an external script to configure the virtual machine. If you decide to provide an external script, you will be prompted to provide the FTP information (location and credentials) where the external script resides. This script is downloaded and then executed. You decide what this external script does and you control the contents of the external script.

The external script should follow certain rules:

• The script must be named oraclevm-template-ext.sh.
• The script must include the functions ovm_configure_pre, ovm_configure_post, ovm_cleanup_pre,ovm_cleanup_post.
• The function ovm_configure_pre must declare the variable OVM_PEOPLETOOLS=0.




Using the Micro Focus Server Express COBOL Compiler

The procedure to start the PIA-AppBatch virtual machine includes prompts for the Micro Focus Server Express COBOL compiler and license management facility (LMF). You can choose to install at this time or do it after you finish starting the virtual machines. If you answer yes to the prompts:
• Micro Focus Cobol Compiler and Runtime along with LMF are installed.
• A 30-day evaluation license is installed.
For information on installing a full license, see the Enterprise People Tools 8.52 installation guide and the COBOL information on My Oracle Support.
See People Tools 8.52 Installation for Oracle.
See "PeopleSoft Enterprise Frequently Asked Questions about PeopleSoft and the Micro Focus COBOL Compiler," My Oracle Support, (search for article name).
• HCM COBOL sources are automatically compiled and linked.
See Installing Micro Focus Server Express 5.1 After Starting the Virtual Machines.

Starting and Initializing the PIA-AppBatch Virtual Machine

Ensure that the database server is running before beginning this procedure.
To start and initialize the PIA-AppBatch virtual machine:
1. Select the Virtual Machines tab.
2. On the Virtual Machines page, select the virtual machine that you created for the PIA-AppBatch template.
3. Click the Power On button.
4. Wait until the virtual machine status changes from Initializing to Running.
The status of the virtual machine will automatically be updated every 30 seconds. You can also choose to manually refresh the status by clicking the Refresh button.
5. Open your console application and log into the virtual machine using the console password you specified when importing the template. The same root user password prompts and network-related prompts appear as in the previous section
6. Respond y (yes) to this prompts if you want to configure the virtual machine for a Demo environment:
Do you wish to configure the VM for Demo Purposes [y/n]:
Note. You must answer y to both this question and to the subsequent question “Do you wish to configure a Decoupled Application Home” in order to set up an Application Demo environment. By answering y to both these questions, the Application VCD installed on the database virtual machine under /opt/oracle/psft/ptdb/apptools will be mounted transparently onto the PIA-AppBatch virtual machine under /opt/oracle/psft/pt/apptools and PS_APP_HOME environment variable is set to point to this location.

7. If you answer n (no) to the question “Do you wish to configure the VM for Demo Purposes,” you see the following prompt:
Do you wish to configure the VM using an external script [y/n]:
a. Respond y to the external script question if you want to configure the VM manually.
See Understanding the PIA-AppBatch Virtual Machine.
See Using the PeopleSoft Configuration Script.
Note. If you answer n (no), you see the prompt in step 8.
b. Respond to the following prompt for FTP information:
Enter the hostname for FTP access:
.
Enter the username for FTP access:
Enter the password for FTP access:
Enter the directory where the external script resides:
Using the information provided, the external script is downloaded and then executed.

8. Respond y to the following prompt if you want to set up a PS_APP_HOME that is separate from PS_HOME, referred to as a Decoupled Application Home:
Do you wish to configure a Decoupled Application Home [y/n]:
Note. In order to set up an Application Demo environment, you must answer y (yes) to this question. By answering y to this question, the Application install directory that resides on the Database template (under /opt/oracle/psft/ptdb/apptools) is mounted transparently onto the PIA-AppBatch virtual machine. If you answer n (no) to the “Do you wish to configure a Decoupled Application Home” question, then the PIA-AppBatch virtual machine will be configured without any PS_APP_HOME setup. You will have to set this up manually after the system has completed its initialization. Setting up PS_APP_HOME manually will require reconfiguration of the PeopleSoft Application Server and Process Scheduler domains.

9. Respond y to this prompts if you want to set up the PeopleSoft Application Server and Process Scheduler:
Do you wish to setup PeopleSoft Application Server on this VM [y|n]:

10. Provide the name of the database and the host on which the database is running.
The database host will be either a virtual machine that you set up in the previous task or a pre-existing (traditional) database. The default port used by the database virtual machine is 1521. Enter y when you have finished.
Enter the name of the database [HCM91]:
Enter the hostname for the database server [localhost]:
Enter the port number for the database host [1521]:
Are you happy with your answers [y|n] :

11. Enter y if you want to have the installer complete additional setup steps, as described in the prompt:
If this VM is connecting to a PeopleSoft database created from an Oracle VM
template some additional setup may be required. We can automate these steps
for you. If you are connecting to a Database that has been used before
you may wish to skip this step.
Do you want this additional setup to be performed? [y|n]:
You see a progress indicator as the PeopleSoft Application Server and Process Scheduler domains are started.
Note. If you experience problems in starting the PeopleSoft Application Server and Process Scheduler domains, see “Resetting PeopleSoft Virtual Machines.”

12. Read the information concerning the installation of Micro Focus Server Express 5.1 WP4 and license management facility (LMF):
Installing Micro Focus Server Express 5.1 WP4 and LMF ...
------------------------------------------------------------------------------
Before installing and using this software product you must
agree to be bound by the terms and conditions of the end user
license agreement ("License Agreement") which accompanies this product.
Please take this time to read the License Agreement. If you are not in
agreement with the terms and conditions of the License Agreement, please
return the product to your Account Representative and your money will
be refunded. If you require a replacement copy of the License
Agreement, please contact your Account Representative before proceeding
with the install process.
Do you agree to the terms of the License Agreement? (y/n):
13. If you want to accept the installation of Micro Focus Server Express with a 30-day license, enter y.
You see the following message:
------------------------------------------------------------------------------
This product is protected using the Micro Focus License Management
Facility (LMF).
Please refer to the Development System Licensing Guide for information relating
to the installation of the licensing system and licenses.
Empty database created ok
LMF installation complete
------------------------------------------------------------------------------
Installation completed successfully.
The COBOL system is ready to use.
A 30 day evaluation license has been installed for the Micro Focus Server
Express 5.1 COBOL Compiler and Runtime. Please contact Micro Focus or
Oracle Sales for a full license if you intend to use this product beyond
the 30 day evaluation period.
MF-LMF: Thu Sep 2 13:59:50 2010: LMF Starting
Compiling & Linking COBOL sources ...

14. If you do not want to install Micro Focus Server Express at this time, enter n.
Note. Follow the procedure in the task Installing Micro Focus Server Express 5.1 after Starting the Virtual Machines to install Cobol Compiler and Runtime after the PIA-AppBatch virtual machine has completed the initialization.

15. After the PeopleSoft Application Server and Process Scheduler domain initialization has completed, respond y to the prompt to set up PIA:
Note. If you wish to use a separate virtual machine for PIA, answer n to this prompt.
Do you wish to setup PeopleSoft Pure Internet Architecture on this VM [y|n]:
The setup process will run for a few minutes.

16. If you want to specify an authentication domain (for example, mycompany.com), enter it at this prompt:
Enter the Authentication Domain for PIA []:
If you do not want to specify an authentication domain, leave it blank.
See People Tools 8.52 Installation for Oracle, "Setting Up the PeopleSoft Pure Internet Architecture in Console Mode."

17. At the prompt asking for the PeopleSoft Application Server host and Jolt port, accept the default or provide a DNS-recognized name or IP address for the host. The default port number is 9000.If you want to connect to an Application Server domain that was set up and is running independently of the current virtual machine, provide the appropriate information for that domain.
Enter the connect string for the App Server domain. This is the host: port
on which the Application Server domain will listen for incoming connections.
You may provide failover and load balancing rules using the format described
in the People Books. Hit Enter to use the default [localhost:9000]:
18. Answer y to the following prompt if you want the installer to complete additional setup steps:
You are running both AppBatch and PeopleSoft Internet Architecture in the
same VM. This means that some additional automated setup can be done.
Report Nodes, integrations etc. can be created due to the presence of
multiple tiers in the same host.
Note: you may not wish to do this if connecting to an existing database.
This is a step typically taken in demo environment with a clean database.
Do you wish for this additional setup to be performed [y|n]:

19. Log in to the virtual machine using Secure Shell (SSH), with root and ovsroot as the user and password:
Note. You can also log in to the console using one of the default accounts described in the task Using the PeopleSoft Installation.
Oracle Linux Server release 5.7 Kernel 2.6.32-200.13.1.el5uek on an x86_64
host_name login:
The Application Server and Process Scheduler domains will successfully start provided the database server is running. The Application Server domain is based on the small domain configuration. The PeopleSoft Pure Internet Architecture domain is configured to connect to the Application Server domain. After a few minutes, you can log in to the PeopleSoft application in a browser using the following URL, with VP1/VP1 as the user name and password:
http://VM_HOST_NAME:8000/ps/signon.html

Installing Micro Focus Server Express 5.1
After Starting the Virtual Machines

If you chose not to install the Micro Focus COBOL compiler during the procedure to start the virtual machines, use these instructions to install the compiler. After you start the PIA-AppBatch virtual machine, you can find the installation binaries for Micro Focus Server Express 5.1 on the virtual machine.
1. On the PIA-AppBatch virtual machine, go to the directory /opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit.
cd /opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit

2. Run the install script to install Micro Focus Compiler and License Management Facility (LMF).
For example:-
sh install
The welcome prompt appears:
This script will install Micro Focus Server Express 5.1 on this computer.
The readme.txt file included in this delivery contains details of
new features, enhancements and any restrictions of which you should
be aware. This file is located in :
/opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit/docs
We strongly recommend you read this file once the installation is complete.
Do you wish to continue (y/n):

3. Type y to continue after the welcome prompt.

4. Read and type y to accept the license agreement:
Before installing and using this software product you must agree to be
bound by the terms and conditions of the end user license agreement
("License Agreement") which accompanies this product.
Please take this time to read the License Agreement. If you are not
in agreement with the terms and conditions of the License Agreement,
please return the product to your Account Representative and your
money will be refunded. If you require a replacement copy of the
License Agreement, please contact your Account Representative before
proceeding with the install process.
Do you agree to the terms of the License Agreement? (y/n): y

5. After reading the information below type y to continue:
Note. Only a portion of the prompt is given here.
This product is certified on the following reference environment
....
....
Please confirm that you want to continue
with this installation (y/n): y

6. After reading the information below press RETURN to continue:
When you press return you will be shown details of the reference
environment (and any compatibility environments).
Please press return when you are ready:

7. After reading the information below type y to continue:
Note. Only a portion of the prompt is given here.
This product is certified on the following reference environment:
The command(s) used to gather the information is given following each entry.
...
...
...
Please confirm your understanding of the above reference environment
details (y/n): y

8. Answer n to the following prompt:
Note. PeopleSoft COBOL implementations do not require COBOL and Java to work together.
Do you want to make use of COBOL and Java working together? (y/n): n
Skipping Java setup Should you want to use Java with COBOL later on as super user, run the command
/opt/oracle/psft/pt/cobol//svrexp-51_wp4-64bit/bin/java_setup
to select the version of Java you want to use.

9. Answer y to the following prompt concerning the License Management Facility:
This product is protected using the Micro Focus License Management
Facility (LMF). Please refer to the Development System Licensing Guide
for information relating to the installation of the licensing system
and licenses. If you do not have LMF installed or want to upgrade to the latest version, we recommend that you install it now.
Would you like to install LMF now? (y/n): y

10. Enter /opt/oracle/psft/pt/cobol/microfocus as the directory to install the LMF:
Enter the directory name where you wish to install License Manager.
(Press Enter for default directory /opt/microfocus/mflmf)
/opt/oracle/psft/pt/cobol/microfocus
/opt/oracle/psft/pt/cobol/microfocus does not exist
do you wish to create it ? (y/n) y

11. Enter y to restrict access to the License Admin System to the superuser account:
Empty database created ok. Do you want only superuser to be able to access the
License Admin System? (y/n) y

12. Enter y to start license manager automatically at boot time:
It is recommended that you let license manager autostart at boot time.
Do you want license manager to be automatically started at boot time? (y/n) y
LMF installation complete.

13. If you want to consult the documentation on how to install licenses, follow the instructions in this prompt:
Please consult the Development Licensing Guide for detailed information
on how to install licenses. This may be done by running the mflicense tool. License tool can be run by changing directory to where the LMF was installed
(/opt/oracle/psft/pt/cobol/microfocus) and typing. /mflmcmd
--------------------------------------------------------------------------------
To run your applications you need a deployment license installed using Apptrack.See your Deployment Licensing Guide for details.
Installing Apptrack...
Access permissions on directory /var/mfaslmf have changed on this release
Write access permission has been removed except for superuser use
Apptrack installation complete

14. Enter 64 for the system default mode:
This product can be used in either 32-bit or 64-bit modes.
Please enter either 32 or 64 to set the system default mode: 64
System default COBMODE has been set to 64.

15. Enter n at the following prompt:
Installing documentation. Please wait...
Enterprise Server provides a scalable, managed, and high-performance
transactional environment for the deployment of COBOL applications and
services, COBOL/J2EE applications and direct COBOL Web Services.
Your Enterprise Server requires configuration. You can either do it
now or later. To do it now, you need to know the alphanumeric user ID of the
Enterprise Server System Administrator.
To do it later, enter the following commands whilst logged in as root:
/opt/oracle/psft/pt/cobol/microfocus/svrexp-51_wp4-64bit/bin/eslminstall
/opt/oracle/psft/pt/cobol/microfocus/svrexp-51_wp4-64bit/bin/casperm
Do you wish to configure Enterprise Server now? (y/n): n

16. Enter n at the following prompt:
XDB is a fully-functional ANSI-compliant relational database management system,
providing support for SQL data access for development purposes.
Do you want to install XDB? (y/n): n
Skipping XDB install. Should you want to install XDB later on,
run the following command as the root user:
sh /opt/oracle/psft/pt/cobol/microfocus/svrexp-51_wp4-64bit/xdb/xdb_install

17. Review the information concerning setting the COBDIR, LD_LIBRARY_PATH, and PATH environment variables in the concluding prompt:
(Remember to set COBDIR to /opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit,
include /opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit/lib in LD_LIBRARY_PATH
and include /opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit/bin on your PATH)
WARNING: Any executables (whether a Run-Time System or an application)
must be relinked using this new release. Otherwise, the results
of running the older executables with this new release are undefined.
Installation completed successfully.
The COBOL system is ready to use.

18. Use the instructions in step 13 to install the Micro Focus license and start the LMF:
cd /opt/oracle/psft/pt/cobol/microfocus
./mflmman
Note. You can find the 30-day evaluation license in the license.txt file in the directory
/opt/oracle/psft/pt/cobol/svrexp-51_wp4-64bit

19. Log in to the PIA-AppBatch virtual machine using the user ID psadm1.
See Using the PeopleSoft Installation.

20. Compile and link the COBOL sources.
For example, use these commands:
cd $PS_HOME/setup
./pscbl.mak
./psrun.mak

Using the PeopleSoft Installation

This section discusses:
• Reviewing the File System
• Using Application Designer

Reviewing the File System

The PeopleSoft installation deployed by the Oracle VM for HCM templates sets up an environment comprised of the following directories on the PIA-AppBatch virtual machine:

• PS_HOME
The binary installation files are placed into a secure PS_HOME directory at /opt/oracle/psft/pt/tools. This directory can only be written to by the PeopleSoft administrator, psadm1.

• PS_APP_HOME
If you answered y when prompted to set up a Demo environment, and also answered y when
prompted to install a Decoupled Application Home during the procedure to start and initialize the
PIA-AppBatch virtual machine, the application installation files are placed into a mounted directory at /opt/oracle/psft/pt/apptools. This directory can only be written to by the PeopleSoft administrator, psadm3.

• PS_CFG_HOME
The application server and Process Scheduler server configuration files are placed into
PS_CFG_HOME. This directory is owned by psadm2. The PS_CFG_HOME path is
/home/psadm2/psft/pt/<peopletools_version>.

• Other directories
The rest of the environment, outside PS_HOME and PS_CFG_HOME, is owned by root. The file system ownership and permissions are similar to typical OEL installations.
Note:- The psadm1, psadm2, and psadm3 users with the passwords below, are also available for the PIA-App Batch virtual machine.
The deployed configuration includes three default users:

• The PeopleSoft installation administrator who owns PS_HOME is psadm1. The password for this user is 0radmin (the first character is the number zero). This user cannot write into PS_CFG_HOME.

• The domain user who creates and configures the application server domain, Process Scheduler (batch server) domain, and the PIA, is psadm2. The password for this user is 0radmin (the first character is the number zero). This user cannot write to PS_HOME, but has read-execute access.

• The PeopleSoft installation administrator who owns PS_APP_HOME is psadm3, with password 0radmin (the first character is the number zero).
• The users psadm1, psadm2, and psadm3 can only access the PIA-AppBatch virtual machine.
The deployed configuration on the Database virtual machine includes the ORACLE_HOME directory,/uo1/app/oracle/product/11.1.0/db_1. You can find the sqlplus utility in the ORACLE_HOME/bin directory.

Using Application Designer
This section discusses:
• Understanding Application Designer and the Oracle VM Templates
• Installing and Starting Application Designer

Understanding Application Designer and the Oracle VM Templates

The Microsoft Windows-based program Application Designer is an important tool that is used to perform a variety of administrative tasks in a PeopleSoft environment.
The PeopleSoft installation deployed by the Oracle VM for HCM templates includes the PeopleSoft Client installer that packages Application Designer and other client tools (for example, Change Assistant, Configuration Manager, and the PeopleSoft Test Framework). The installer is provided in two zip archives (toolsclient.zip and toolspatchvcd.zip) on the PIA-AppBatch virtual machine in the following directory:
/opt/oracle/psft/pt/tools.
See People Tools 8.52 Installation for Oracle, ”Preparing for Installation,” Planning Your Initial Configuration. Application Designer runs only on Microsoft Windows and therefore cannot be run in the OVMs that are provided with this distribution. You must install and run Application Designer on a separate computer with a supported Microsoft Windows operating system.

In order to work with the Application Designer client it is necessary to enable the Workstation Listener (WSL) process in the Application Server domain. The WSL process listens by default on port 7000 for incoming connections from Application Designer.
Enable the WSL process by reconfiguring the App Server domain through PSADMIN and turning on the WSL option in the domain configuration dialog. Once domain reconfiguration is completed and the domain is restarted, you can use the following procedure to run and sign in on Application Designer.
See People Tools 8.52 People Book: System and Server Administration for information on using PSADMIN and WSL.See People Tools 8.52 Installation for Oracle, “Configuring the Application Server on UNIX,” Creating, Configuring, and Starting an Initial Application Server Domain.

Installing and Starting Application Designer

To install the PeopleSoft Client tools and start Application Designer on a Microsoft Windows machine:

1. FTP the Client Installer archive (toolsclient.zip) and Patch VCD installer archive (toolspatchvcd.zip) from /opt/oracle/psft/pt/tools on the PIA-AppBatch virtual machine to a convenient directory, referred to here as TEMP_DIR, on the Microsoft Windows machine.
Note. To FTP from the virtual machine, use the SFTP server.

2. Carry out the following steps first with the Client Installer archive, followed by the Patch VCD Installer archive:
a. Extract the zip file into TEMP_DIR.
b. Run TEMP_DIR\Disk1\setup.bat to launch the installer.
c. Specify the installation location for the PeopleSoft Client tools, referred to here as INSTALL_DIR, and select defaults for the rest of the options.
Note. When the Patch VCD is installed, chose the option “Client Only” before proceeding with the installation.
See People Tools 8.52 Installation for Oracle, "Using the PeopleSoft Installer."

3. Run INSTALL_DIR\bin\client\winx86\pside.exe to start Application Designer.
The PeopleSoft Sign on dialog box opens.
PeopleSoft Sign on dialog box with Application Server Connection Type

4. Select Application Server from the Connection Type drop-down list as shown in the example above.

5. For Application Server Name, enter the hostname and WSL port for the PeopleSoft Application Server that you want to connect to.
The example shows the default WSL port 7000.

6. Enter VP1/VP1 for User ID and Password.

Configuring Oracle SES

Oracle Secure Enterprise Search (SES) is the search engine on which the PeopleSoft Search Framework relies. To configure your system to use Oracle SES, see the information in the People Tools 8.52 Installation Guide for Oracle.

Configuring HCM

The deployment of the PeopleSoft templates provides a PeopleSoft HCM demo database. For additional information on post-installation steps, see the PeopleSoft People Tools and PeopleSoft HCM documentation referenced in the preface.
See "About this Documentation," Related Information. As with any installation, it is a good idea to verify that the installation completed successfully, using your normal testing procedure. For information on installation verification, contact Oracle Global Customer Support.
After you complete the installation, enable internal integrations. The integrations across PeopleSoft HCM products are not active by default after a PeopleSoft HCM demo database installation.

Troubleshooting

Here are some resources to use if you encounter a problem during the deployment of the Oracle VM for HCM templates:
• For problems with Oracle VM Manager and Oracle VM Server, read the troubleshooting sections in the user’s guides.
• For logging information, read the /var/log/oraclevm-template.log file.
The oraclevm-template.log is a centralized log file that includes information about the Oracle VM
initialization and the PeopleSoft deployment.

• See the PeopleSoft People Tools installation guide and People Books for information on the application server, Process Scheduler, and PeopleSoft Pure Internet Architecture.
Here are a few suggestions for typical troubleshooting avenues:

• Verify that you have enough resources—disc space, memory—on the machine that is running the Oracle VM Server.

• If an error status was reported in Oracle VM Manager immediately after starting the virtual machine this may be due to insufficient resources on the host computer.
You can verify this by consulting the log file linked from the Virtual Machine tab in Oracle VM Manager. This error is commonly reported as “not enough space under /OVS” with a report of how much disk space is required and how much is available.

• If you deployed the templates using more than one computer, make sure the network communication between the computers is functioning.

• Use the Oracle VM Manager for information on template status, as shown previously.
See Importing Oracle VM for PeopleSoft Templates.

• If you are sure the templates are up and running, but the PeopleSoft log in window does not appear, try the same steps that you use for traditional PeopleSoft installations, such as rebooting the application server and restarting PeopleSoft Pure Internet Architecture.
To access the PeopleSoft People Tools utilities such as psadmin, go to /opt/oracle/psft/pt/tools.
See People Tools 8.52 Installation for Oracle.

Managing the Virtual Environment Lifecycle

This section discusses:
• Understanding Virtual Machine Management
• Saving Virtual Machines as Templates
• Using the PeopleSoft Configuration Script
• Resetting PeopleSoft Virtual Machines

Understanding Virtual Machine Management

After you create and initialize your PeopleSoft virtual machine environment, you may want to customize it and save the customized environment as a template to share within your company. In general, the steps to follow in creating a template from a customized environment are:
1. Set up the virtual machines using the original templates.
2. Customize the environment.
See Saving Virtual Machines as Templates.
3. Edit the configuration plug-in script.
See Using the PeopleSoft Configuration Script.
4. Issue commands to clean up and restart the virtual machines using the modified configuration script. See Resetting PeopleSoft Virtual Machines.
5. Save the virtual machine as a new template.

Saving Virtual Machines as Templates

The virtual machines that you create from the PeopleSoft templates can actually be saved as customized templates. For example, you may create a virtual machine from the PeopleSoft PIA-AppBatch template, change some of the domain configuration settings, and then save the virtual machine as a new template. This new template can then be replicated throughout the organization. This means that you don’t need to repeat the same customization steps each time you create a virtual machine. Instead it is possible to install software into a virtual machine or add specific configuration preferences and then save the virtual machine as a new template.
This new template can be used to create any number of virtual machines.

There are a few things to keep in mind when saving a virtual machine as a template. When saving a virtual machine as a template you may want to install software into the virtual machine from which you will create the template. If you do so, you must make sure that the software that you have installed is virtualization safe. This means that the installation is not bound to the IP address or hostname through any configuration files, database entries, and so on. When you save a virtual machine as a template the installed components must be host neutral, so that they will be able to run without any problems in new virtual machines that have different hostnames or IP addresses.
If the software that you have installed requires licensing on a per host or per processor basis, you should ensure that you have the adequate number of licenses for your site. The terms surrounding licensing will vary from application to application.When saving a PeopleSoft virtual machine as a template you may wish to add customized first boot configuration steps. This means that you should edit the first boot configuration script, as described in the following section.
See Using the PeopleSoft Configuration Script.

Using the PeopleSoft Configuration Script

To add configuration steps to the PeopleSoft templates, use the delivered configuration script,
/opt/oracle/psft/vm/oraclevm-template-ext.sh. You can find this script in any PeopleSoft template. If you wish to extend the template, you can overwrite or add to this script.
The oraclevm-template-ext.sh script includes the four functions described in this table:

Function Name Description

Ovm_configure_pre This function is run before the PeopleSoft People Tools
Configuration scripts. This function can perform any custom setup steps prior to the running of the PeopleSoft People Tools setup.ovm_configure_post This function is run after the PeopleSoft People Tools
Configuration scripts. This function can perform any custom steps required after the PeopleSoft People Tools setup has completed.
ovm_cleanup_pre This function is run when a virtual machine is being cleaned up. This function is called before the PeopleSoft People Tools cleanup. ovm_cleanup_post This function is run when a virtual machine is being cleaned up. This function is called after the PeopleSoft People Tools cleanup.
When the template is being initialized, the first boot configuration calls the four functions in the order presented in the table. The first boot configuration calls the function ovm_configure_pre() before any of the PeopleSoft People Tools setup functions begin, and ovm_configure_post() after the PeopleSoft People Tools setup functions have completed.
This script does not just play a role when initializing. When the virtual machine is being cleaned,
the PeopleSoft People Tools cleanup script calls the ovm_cleanup_pre() function before any of the
PeopleSoft PeopleTools setup functions begin, and ovm_cleanup_post() function after the PeopleSoft PeopleTools setup functions have completed. As described in the above table these functions are located in
/opt/oracle/psft/vm/oraclevm-template-ext.sh.

Any of these functions may be empty. These functions may call any of the functions in the PeopleSoft People Tools scripts. This allows them to manipulate and override the functions delivered in the PeopleSoft People Tools scripts.
After you have modified the /opt/oracle/psft/vm/oraclevm-template-ext.sh configuration script to include your preferred code, it is necessary to reset the template to get it ready to be saved, as described in the following section.
See Resetting PeopleSoft Virtual Machines
For more detailed information about the functions discussed in this section, review the README file included in the /opt/oracle/psft/vm directory.

Resetting PeopleSoft Virtual Machines

It is possible to reset your virtual machine such that the next time it is started it will appear as a clean, newly started template. This is achieved by using the following commands, in the order given:
/usr/sbin/oraclevm-template --cleanup
/usr/sbin/oraclevm-template --enable
Use these commands when you have customized a virtual machine and want to save it as a template. Once you have decided that you want to save a particular virtual machine as a template, connect to the virtual machine using the VNC client, issue the two commands above, shut it down using Oracle VM Manager, and then finish by saving it as a template.
Note: - Because the /usr/sbin/oraclevm-template --cleanup option resets the network stack on the virtual machine it may appear to hang. If this happens, exit your login session and reconnect to the virtual machine, using the VNC client to invoke the /usr/sbin/oraclevm-template --enable option.

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