Things to note before and after a people tools patch.

Things to note before and after a people tools patch.

Because of too many customizations normally after applying a tools patch we end up in having lots of issues. From my experience these are few things which we should take care before and after a tools patch. This is more of generic explanation and things may change as per tools releases.

File Server

Backup the file server. If you edit the delivered SQRs , cobol etc.. chances are there patch overwrite those. In such case you may need to reapply the changes.

From DB side

Make sure to back up the DB completely before applying the patch.

It’s always better to apply the patch on a demo DB first and then compare the PTPATCH project to your Peoplesoft DB (Dev SIT or Prod whichever you are going to upgrade). This gives you an idea on what all objects are going to get overwritten or change. Usually if you have some customization on single sign on peoplecode and all, chances are high these will get overwritten by the tools patch and the functionalities won’t work properly after the patch. In such case make sure once the patch is applied you restore these customizations from the backup or from another DB.

On DB side after the patching always run version AE ,clear rowset cahe dms prcsclear.

App and Prcs server

Normally App and prcs servers won’t make too many issues after a patch. Tools patch won’t overwrite the cfg files which store the configuration values we provided. So just reconfiguring and clearing the cache will do for app and batch servers. Don’t recreate an app or batch server after tools patch as it will overwrite all your custom configurations.

Webserver

Webserver is always tricky especially when you have customizations in login logout pages. Normally after a tools upgrade we have to redeploy the PIA. Before doing so make a backup of PS_HOME/webserv folder. Then redeploy the PIA, when you do so make sure you select the correct web profile, domain name etc.. Make  sure that the webserver cache is cleared.

Once the redeploy is done you will be able to login but there are few files which you may need to restore from backup

Configuration.properties , especially when you have a Appserver load balancing setup before the patch.( PORTAL.war/WEB-INF/psftdocs/<SITE>/configuration.properties)

Setenv.sh when you changed values in this file before the tools patch (inside webserv bin)

integrationGateway.properties when we have nodes configured.(./applications/peoplesoft/PSIGW.war/WEB-INF/integrationGateway.properties)-after restoring make sure to change the tools version in this file to reflect the patch.

web.xml(./applications/peoplesoft/PORTAL.war/WEB-INF/web.xml), especially if you have custom MIME types

weblogic.xml- contains custom values. (./applications/peoplesoft/PORTAL.war/WEB-INF/weblogic.xml)

Copy the  customized login and logout files (if present) into /<PS_HOME>/webserver/…../PORTAL.war/WEB-INF/psftdocs/<websitename>/. This directory will also contain any customized html files, so it better to compare this directory from backup.

For applications like portal sometimes there will be separate folders which will store custom scripts. If these are overwritten copy them from backup. Always compare the backup webserv and the new one.