ID#11503 - Migrate PeopleSoft to Autonomous Database Serverless using…

… Zero Downtime Migration (#265)

zdm livelab

peoplesoft-zdm/0introduction/introduction.md

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+# Introduction
+
+## About this Workshop
+
+This hands-on lab provides users with step-by-step instructions for migrating a PeopleSoft database to an Oracle Autonomous Transaction Processing Database Serverless, or **ADB-S**. At a high level, during this procedure, we will use Oracle's **Zero Downtime Migration** to move data to OCI Autonomous Database and referring it in short as **ZDM**.
+
+
+
+Estimated Time: 10 hours
+
+Notes:
+- The workshop is quite detailed and technical. PLEASE take your time and DO NOT skip any steps.
+- Follow all naming conventions (compartment, group, etc..) and passwords as directed.   
+- IP addresses and URLs in the screenshots in this workshop may differ from what you use in the labs as these are dynamically generated.
+- The user interface for the Oracle Cloud Infrastructure is constantly evolving. As a result the screens depicted in this tutorial may not exactly coincide with the current release. This tutorial is routinely updated for functional changes of Oracle Cloud Infrastructure, at which time any differences in the user interface will be reconciled.
+
+### Objectives
+
+In Labs 1-11, you will :
+* Create an Oracle Autonomous Database serverless 
+* Create a Service Request for PeopleSoft on ADB-S
+* ADB connectivity test for PeopleSoft On Premise
+* ZDM Download, Install and Pre-requisites
+* Source Database, ADB connectivity test and Target ADB-S Configuration
+* Configuring  OCI ADB-S Database for PeopleSoft
+* ZDM Configuration and ADB Schema Advisor Installation
+* ZDM Database migration for PeopleSoft
+* PeopleSoft post import scripts for ADB-S
+* Validating PeopleSoft Schema Objects on ADB-S
+* PeopleSoft Middle Tier Setup & Configuration and Test PeopleSoft login in OCI
+
+### Prerequisites
+* An OCI tenancy with administrator user access. 
+* My Oracle Support (MOS) credentials. Please make sure that you can successfully login to [Oracle Support](https://support.oracle.com). 
+* PeopleSoft Source Database already existing on an on-premise system with the following server specifications: Oracle Linux 7/8, PeopleSoft HCM 9.2 PI 47 with PeopleTools 8.58.10 or above and Oracle Database version on 19.10. (Note: PeopleSoft Marketplace images for HR system, Financial, Campus Solution etc can also be used in place of an on-premise PeopleSoft application,Refer to link [here](https://apexapps.oracle.com/pls/apex/r/dbpm/livelabs/view-workshop?wid=3208) for creation of new environment on OCI) 
+* The following should be installed:
+    * A different web browser (i.e. Chrome) to connect to OCI web console. 
+    * If you have a windows machine, please download:
+        * Git Bash [https://git-scm.com/download/win](https://git-scm.com/download/win)
+        * Putty [https://www.chiark.greenend.org.uk/~sgtatham/putty/latest.html](https://www.chiark.greenend.org.uk/~sgtatham/putty/latest.html). In the Package Files section, click on an installer depending on 32/64 bits.
+
+## Appendix
+
+*Terminology*
+
+The following terms are commonly employed in PeopleSoft cloud operations and used throughout our documentation:
+
+**Availability Domain** – One or more data centers located within a region.
+
+**Bucket** – A logical container used by Object Storage for storing your data and files. A bucket can contain an unlimited number of objects.
+
+**Compartments** – Allows you to organize and control access to your cloud resources. A compartment is a collection of related resources (such as instances, virtual cloud networks, block volumes) that can be accessed only by certain groups.
+
+**Virtual Cloud Network (VCN)** – Networking and compute resources required to run PSFT on Oracle Cloud Infrastructure. The PSFT VCN includes the recommended networking resources (VCN, subnets routing tables, internet gateway, security lists, and security rules) to run Oracle PeopleSoft on OCI.
+
+**Oracle Cloud Infrastructure (OCI)** – Combines the elasticity and utility of public cloud with the granular control, security, and predictability of on-premises infrastructure to deliver high-performance, high availability, and cost-effective infrastructure services.
+
+**Region** – Oracle Cloud Infrastructure are hosted in regions, which are located in different metropolitan areas. Regions are completely independent of other regions and can be separated by vast distances – across countries or even continents. Generally, you would deploy an application in the region where it is most heavily used, since using nearby resources is faster than using distant resources.
+
+**Subnet, Private** - Instances created in private subnets do not have direct access to the Internet. In this lab, we will be provisioning the Cloud Manager stack in Resource Manager, and creating private subnets. We will then choose to create a "jump host", or bastion host, as part of the installation. The IP for a private subnet cannot be accessed directly from the Internet. To access our CM instance in a private subnet, we will set up a jump host to enable SSH tunneling and Socket Secure (SOCKS) proxy connection to the Cloud Manager web server (PIA). The jump host is created using an Oracle Linux platform image, and will be created inside the VCN.
+
+**Subnet, Public** - Instances that you create in a public subnet have public IP addresses, and can be accessed from the Internet.
+
+**Tenancy** – When you sign up for Oracle Cloud Infrastructure, Oracle creates a tenancy for your company, which is a secure and isolated partition within Oracle Cloud Infrastructure where you can create, organize, and administer your cloud resources.
+
+
+
+## Acknowledgements
+* **Authors** - Deepak Kumar M, Principal Cloud Architect
+* **Contributors** - Deepak Kumar M, Principal Cloud Architect
+* **Last Updated By/Date** - Deepak Kumar M, Principal Cloud Architect, November 2023
+

peoplesoft-zdm/10validate-psft-schema-objects/validate-psft-schema-objects.md

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+# Validating PeopleSoft Schema Objects on ADB-S
+
+## Introduction
+
+This lab walks you through the steps to validate PeopleSoft schema objects on ADB-S
+
+Estimated Time: 5 minutes
+
+
+### Objectives
+
+In this lab, you will:
+
+* Validate PeopleSoft schema objects after ZDM job successful completion
+
+### Prerequisites
+
+* Oracle user login access and SQL access on the on-premise PeopleSoft database system
+* SQL Access using ADMIN user on the PeopleSoft ADB-S database.
+
+
+## Task 1: Source On-Premise PeopleSoft schema objects count
+
+1. Login as Oracle2 user and connect to the sqlplus prompt by entering the below SQL command
+
+    ```
+    <copy>[oracle2@psfthcm9247 ~]$ export ORACLE_SID=CDBHCM
+    [oracle2@psfthcm9247 ~]$ sqlplus / as sysdba
+    SQL*Plus: Release 19.0.0.0.0 - Production on Tue Nov 21 09:09:16 2023
+    Version 19.19.0.0.0
+
+    Copyright (c) 1982, 2022, Oracle.  All rights reserved.
+
+    Connected to:
+    Oracle Database 19c Enterprise Edition Release 19.0.0.0.0 - Production
+    Version 19.19.0.0.0
+
+    SQL> alter session set container=HCM9247;
+
+    Session altered.
+
+
+    SQL> col owner format a20;
+    SQL> select owner, object_type, count(*) from all_objects where owner in ('PS','PEOPLE','SYSADM') group by owner, object_type order by 1,2; </copy>
+
+    ```
+    Output of the above command from on-premise PeopleSoft database is below
+
+    ![Output from the PeopleSoft database](./images/source-db.png "")
+
+
+## Task 2: Target PeopleSoft schema objects count on ADB-S
+
+1. Login as oracle2 user to the source PeopleSoft database system and connect to the ADB-S database and execute the below SQL commands to verify the count of PeopleSoft schema objects
+
+    ```
+    <copy>[oracle2@psfthcm9247 ~]$ sqlplus admin@psatp_tpurgent
+
+    SQL*Plus: Release 19.0.0.0.0 - Production on Tue Nov 21 09:13:53 2023
+    Version 19.19.0.0.0
+    Copyright (c) 1982, 2022, Oracle. All rights reserved.
+    Enter password:
+    Last Successful login time: Tue Nov 21 2023 09:11:06 +00:00
+
+    Connected to:
+    Oracle Database 19c Enterprise Edition Release 19.0.0.0.0 - Production
+    Version 19.21.0.1.0
+
+
+        
+    SQL> col owner format a20;
+    SQL> select owner, object_type, count(*) from all_objects where owner in ('PS','PEOPLE','SYSADM') group by owner, object_type order by 1,2; </copy>
+
+    ```
+    Output of the above command from an ADB-S PeopleSoft database is below
+
+    ![Output from ADB-S PeopleSoft database](./images/target-db.png "")
+
+
+
+You may now **proceed to the next lab.**
+
+
+
+## Acknowledgements
+* **Authors** - Deepak Kumar M, Principal Cloud Architect
+* **Contributors** - Deepak Kumar M, Principal Cloud Architect
+* **Last Updated By/Date** - Deepak Kumar M, Principal Cloud Architect, November 2023

peoplesoft-zdm/11psft-mt-setup-oci/psft-mt-setup-oci.md

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+# PeopleSoft Middle Tier Setup & Configuration and Test PeopleSoft login in OCI
+
+## Introduction
+
+This lab walks you through the process of setting up a Middle Tier environment for PeopleSoft on OCI compute system and later login and test the application.
+
+Estimated Time: 3 hours
+
+### Objectives
+
+In this lab, you will:
+* Create an OCI compute system for the PeopleSoft Middle Tier setup
+* Transfer files from on-premise PeopleSoft system to the OCI compute system
+* Install Oracle client 19c on the OCI compute system
+* Test connectivity from OCI compute system to ADB-S
+* Configure PeopleSoft Application domains
+* Configure PeopleSoft Integration Broker and Report Node
+* Login and Test the PeopleSoft system on OCI
+
+### Prerequisites
+* PeopleSoft Administration Skills to configure and setup PeopleSoft Middle Tier servers
+* PeopleSoft Domain creation and administration link [here](https://docs.oracle.com/cd/F44947_01/pt858pbr3/eng/pt/tsvt/task_UsingthePSADMINCommand-LineInterface-c07e70.html#u860b7ad8-927c-4b9d-af50-ec0d59cb2ff3)
+* PeopleSoft Integration setup link [here](https://docs.oracle.com/cd/F44947_01/pt858pbr3/eng/pt/tiba/task_DefiningIntegrationGatewaysandLoadingConnectors-947f5e.html?pli=ul_d76e34_tiba)
+* PeopleSoft Report Node setup link [here](https://docs.oracle.com/cd/E92519_02/pt856pbr3/eng/pt/tprs/task_DefiningReportNodes-dc07e7.html?pli=ul_d56e97_tprs)
+* Basic Unix skills to scp/transfer files between two linux systems
+* A user with 'manage' access to Networking and Compute, compartment  access in OCI
+* OCI Compute system created on OCI and a block volume attached to it.
+* ADB wallet to be downloaded to the OCI compute system for PeopleSoft
+* Root access on the newly created OCI compute system
+* The following should be installed:
+    * A different web browser (i.e. Chrome) to connect to OCI web console. 
+    * If you have a windows machine, please download:
+        * Git Bash [https://git-scm.com/download/win](https://git-scm.com/download/win)
+        * Putty [https://www.chiark.greenend.org.uk/~sgtatham/putty/latest.html](https://www.chiark.greenend.org.uk/~sgtatham/putty/latest.html). In the Package Files section, click on an installer depending on 32/64 bits.
+
+
+## Task 1: Create an OCI compute system for the PeopleSoft Middle Tier setup
+
+* There are a number of ways to setup the Middle-Tier system for PeopleSoft, using PUM DPK images downloaded and installed on the target system or doing a Tar of the source Mid-Tier and moving off to target system.
+
+*  Here we would be doing a tar of the source PeopleSoft application binary files and moving to a new OCI compute system.
+
+* As an example, provision a new compute system on OCI for the Middle-Tier and attach a block volume.
+
+    ![Compute provision for PSFT](./images/compute.png "")
+
+## Task 2: Transfer files from on-premise PeopleSoft system to the OCI compute system
+
+1. Login as opc and sudo as root to the OCI compute system and create users,groups and directory for PeopleSoft similar to the on-premise PeopleSoft system
+
+    Create users, groups, directories
+    ```
+    <copy>[opc@psadb home]$ sudo su -
+    [root@psadb etc]# groupadd -g 30004 oinstall
+    [root@psadb etc]# groupadd -g 30002 psft
+    [root@psadb etc]# groupadd -g 30003 appinst
+    [root@psadb etc]# groupadd -g 30005 dba
+    [root@psadb etc]# useradd -u 20002 -g oinstall -G oinstall,psft psadm1
+    [root@psadb etc]# useradd -u 20003 -g oinstall -G oinstall,psft psadm2
+    [root@psadb etc]# useradd -u 20004 -g appinstall -G appinst,psft psadm3
+    [root@psadb etc]# useradd -u 20005 -g oinstall -G oinstall,dba oracle2
+    [opc@psadb home]$ ls -ltr
+    total 20
+    drwxr-xr-x. 2 esadm1 oinstall 4096 Apr 7 16:05 esadm1
+    drwxr-xr-x. 5 psadm1 oinstall 4096 Apr 14 11:59 psadm1
+    drwxr-xr-x. 5 psadm3 appinst 4096 Apr 14 11:59 psadm3
+    drwxr-xr-x. 3 oracle2 oinstall 4096 Apr 14 11:59 oracle2
+    drwxr-xr-x. 8 psadm2 oinstall 4096 Apr 14 12:11 psadm2
+    </copy>
+
+    ```  
+    Files Tar and transfer from on-premise PeopleSoft system to OCI compute system
+    ![Files tar and transfer to OCI](./images/files_tar.png "")
+
+2. Update the $HOME for PeopleSoft users to be in compatible to source.
+
+    ```
+    <copy>[root@psadb pt]# ls -ltr
+    total 24
+    drwxr-xr-x. 8 psadm1 oinstall 4096 Sep 16 2020 jdk
+    drwxr-xr-x. 11 psadm3 appinst 4096 Apr 8 05:51 ps_app_home
+    drwxr-xr-x. 29 psadm1 oinstall 4096 Apr 9 16:27 ps_home
+    drwxr-xr-x. 5 oracle2 oinstall 4096 Apr 9 16:29 oracle-client
+    drwxr-xr-x. 2 root root 4096 Apr 9 16:35 tools_client
+    drwxrwxr-x. 10 psadm1 oinstall 4096 Apr 14 12:01 bea
+    [root@psadb pt]#
+    </copy>
+    ```
+
+
+## Task 3: Install Oracle client 19c on the OCI compute system
+
+
+1. Run as the root user to install all 3 packages in the given order:
+     
+      Basic Package (ZIP)
+     
+      SQL Plus Package (ZIP)
+
+      Tools Package (ZIP)
+     ```
+     <copy>[root@psadb ~]#  yum install oracle-instantclient19.10-basic-19.10.0.0.0-1.x86_64.rpm –y
+     [root@psadb ~]#  yum install oracle-instantclient19.10-sqlplus-19.10.0.0.0-1.x86_64.rpm -y
+     [root@psadb ~]#  yum install oracle-instantclient19.10-tools-19.10.0.0.0-1.x86_64.rpm –y
+     </copy>
+     ```
+2. Update the environment variables on the OCI compute system
+
+  Update the TNS\_ADMIN and ORACLE_HOME environment variables for PeopleSoft and Oracle Database users such as oracle2, psadm1, psadm2 and psadm3 for this environment. This is needed to indicate the right version of Oracle Client to establish the connectivity from ADB-S:
+ 
+ **For TNS Path**
+
+  export TNS\_ADMIN=/u01/app/oracle/product/db
+ 
+ **For ORACLE_HOME for Oracle Client**
+
+  export ORACLE\_HOME=/usr/lib/oracle/19.10/client64
+
+## Task 4: Test connectivity from OCI compute system to ADB-S
+
+1. Download the ADB wallet to the OCI PeopleSoft  Middle-Tier compute system and configure the TNS entries to reflect the change and test the connectivity.
+
+    ```
+    <copy>[oracle2@psadb ~]$ tnsping psatp_tpurgent
+    TNS Ping Utility for Linux: Version 19.0.0.0.0 - Production on 21-NOV-2023 09:34:15
+    Copyright (c) 1997, 2023, Oracle. All rights reserved.
+    Used parameter files:
+    /u01/app/oracle/product/db/sqlnet.ora
+    Used TNSNAMES adapter to resolve the alias
+    Attempting to contact (description= (retry_count=20)(retry_delay=3)(address=(protocol=tcps)(port=XXX)(host=XXXXXXX))(connect_data=(service_name=XXXXX))(security=(ssl_server_cert_dn_match=yes)))
+    OK (30 msec)
+
+    </copy>
+    ```
+2. Connecting and testing with ADMIN user and PeopleSoft schema SYSADM user
+
+    ```
+    <copy>[oracle2@psadb ~]$ [oracle2@psfthcm9247 ~]$ sqlplus admin@psatp_tpurgent
+    SQL*Plus: Release 19.0.0.0.0 - Production on Tue Nov 21 09:13:53 2023
+    Version 19.19.0.0.0
+    Copyright (c) 1982, 2022, Oracle.  All rights reserved.
+    Enter password:
+    Last Successful login time: Tue Nov 21 2023 09:11:06 +00:00
+    Connected to:
+    Oracle Database 19c Enterprise Edition Release 19.0.0.0.0 - Production
+    Version 19.21.0.1.0
+    SQL> exit
+
+
+    [oracle2@psadb ~]$ sqlplus SYSADM@PSADB
+    SQL*Plus: Release 12.1.0.2.0 Production on Fri Apr 23 06:55:53 2021
+    Copyright (c) 1982, 2014, Oracle. All rights reserved.
+    Enter password:
+    ERROR:
+    ORA-28002: the password will expire within 30 days
+    Last Successful login time: Fri Apr 23 2021 06:53:49 +00:00
+    Connected to:
+    Oracle Database 19c Enterprise Edition Release 19.0.0.0.0 - Production
+    SQL>
+    </copy>
+    ```
+
+## Task 5: Configure PeopleSoft Application domains
+
+1. Configure PeopleSoft Application Server:
+  
+  Use PSADMIN to configure the Application Server Domain, APPDOM1, and start that.
+  ![Application server configuration](./images/app-server.png "")
+
+2. Configure Process Scheduler:
+
+  Use PSADMIN to configure the Process Scheduler domain, PRCS01.
+  ![Process scheduler configuration](./images/batch.png "")
+
+3. Configure Web Server:
+  
+  Use PSADMIN to configure a new Web Server Domain, WEBSERVER01, and start that.
+  ![Webserver configuration](./images/web.png "")
+
+
+## Task 6: Configure PeopleSoft Integration Broker and Report Node
+
+1. Configure Report Node:
+ 
+  Login to the PeopleSoft PIA portal and configure the Report Node link [here](https://docs.oracle.com/cd/E92519_02/pt856pbr3/eng/pt/tprs/task_DefiningReportNodes-dc07e7.html?pli=ul_d56e97_tprs)
+
+  ![Configure the Report Node for PIA](./images/report.png "")
+
+2. Configure Integration Broker 
+  
+  Login to the PeopleSoft PIA portal and configure the Integration Broker [here](https://docs.oracle.com/cd/F44947_01/pt858pbr3/eng/pt/tiba/task_DefiningIntegrationGatewaysandLoadingConnectors-947f5e.html?pli=ul_d76e34_tiba)
+
+  ![Configure the Integration broker for the new environment](./images/ib.png "")
+
+  ![Configure the Integration broker for the new environment](./images/ib-1.png "")
+
+## Task 7: Login and Test the PeopleSoft system on OCI
+
+1. To login to the newly created PeopleSoft system use the system name or IP address and append with port number 8000
+  
+  For example you would type: 111.111.111.11:8000 into you browser search bar
+  ![Type the server name or IP and port number](./images/PIA.png "")
+
+2. Click on the * Please click here to PeopleSoft logon page* and provide the credentials of your  PeopleSoft system to login
+  ![lick on the * Please click here to PeopleSoft logon page](./images/PIA-login.png "")
+
+3. Navigate over to the console page and verify if everything is working fine
+  ![Navigation with the PSFT environment](./images/pia1.png "")
+
+
+
+## Acknowledgements
+* **Authors** - Deepak Kumar M, Principal Cloud Architect
+* **Contributors** - Deepak Kumar M, Principal Cloud Architect
+* **Last Updated By/Date** - Deepak Kumar M, Principal Cloud Architect, November 2023
+
+
+