Create a Custom Linux Image for PeopleSoft Cloud Manager (Optional)

Before You Begin

This 60-minute tutorial shows you how to create a custom image from an Oracle Enterprise Linux image and then configure it as the Linux image for PeopleSoft Cloud Manager.

Background

PeopleSoft Cloud Manager requires a Linux image to create PeopleSoft environments. You can use the Oracle Linux Image Customized for PeopleSoft Cloud Manager on OCI, which is configured for use with Cloud Manager, without further modification. This is a reference image that is based on Oracle Linux 8.x. After you install Cloud Manager, you can select this image on the Cloud Manager Infrastructure Settings page. See the tutorial Specify Cloud Manager Settings. You can also obtain the Oracle Linux Image Customized for PeopleSoft Cloud Manager on OCI from the Oracle-provided images in Oracle Cloud Infrastructure.

You have the option to create a custom image using a base Oracle Linux image, which is described in this tutorial. If you take this option, be aware that the Oracle Enterprise Linux images that are available on Oracle Cloud Infrastructure Compute (Compute) may not include all of the dependencies (operating system prerequisites) that are needed for use with Cloud Manager for file server creation and environment provisioning.

Use the guidelines in this table to select an image.

Release for PeopleSoft Provisioned Environment	Oracle Linux Image	Description
PeopleSoft PeopleTools 8.59, 8.60, or 8.61	Oracle Linux image version 8.x	Use the Oracle Linux Image Customized for PeopleSoft Cloud Manager OR Create a custom image
PeopleSoft PeopleTools 8.58 or 8.59	Oracle Linux image version 7.x	Use the Oracle Linux Image Customized for PeopleSoft Cloud Manager OR Create a custom image

If you choose to create a custom image, use the instructions in this tutorial to create a custom image from a base Oracle Enterprise Linux image and configure it to work with Cloud Manager.

This is an optional process that you may need to perform before using PeopleSoft Cloud Manager.

This is the sixth tutorial in the Install PeopleSoft Cloud Manager series. Read the tutorials in the order listed. The optional tutorials offer alternate methods for setup.

What Do You Need?

To create an instance, you must have a Virtual Cloud Network (VCN) and subnets. If you create the VCN as part of the Resource Manager job, you can use that VCN in this procedure. Otherwise, see Create a Virtual Cloud Network for PeopleSoft Cloud Manager in the Oracle Cloud Infrastructure Console (optional).

See the prerequisites in the tutorial Prepare to Install PeopleSoft Cloud Manager.

Create a Virtual Machine Instance from the Oracle Linux Image

To use an Oracle Linux image and create a virtual machine (VM):

Sign in to Compute using the URL provided by your administrator, for example:
https://console.us-ashburn-1.oraclecloud.com.
Enter the name of your tenancy if necessary, and enter your user name and password.
On the Oracle Cloud Infrastructure console home page, click Create a VM Instance under Launch Resources.

Description of this illustration (create-linux-inst-ocihomepage.png)
Enter a name for the Oracle Linux instance on the Create compute instance page.

Description of this illustration (create-linux-inst-name.png)
If necessary, change the compartment where you want to create the instance.
Select the Availability Domain where you want to create the instance.
Click Change Image, or accept the default.

Description of this illustration (create-linux-inst-chgimage.png)
If you selected the option to change the image source, on the Browse All Images page, select Platform Images from the Image source drop-down list.
Select a compartment to create the instance.
Select an Oracle Linux 7.x or 8.x image, and click Select Image.
In this example, the selected image is Oracle Linux 8.

Description of this illustration (create-linux-inst-browseimages.png)
Click Select image.
Select an instance shape.
Accept the default, or click Change Shape to choose another shape.
If you selected the Change Shape option, on the Browse all shapes page, select Virtual machine as the instance type.
Select a shape series, for example Intel.
Select an available shape, for example VM.Standard2.1 (1 OCPU, 15 GB Memory), and click Select shape.
Note that the shapes that are associated with an operating system image determine which shapes are available when you create nodes in Cloud Manager.

Description of this illustration (create-linux-inst-select-shape.png)
In the Networking section, accept the option Select existing virtual cloud network, and select the VCN that you created previously, from the Virtual cloud network drop-down list.
If necessary, click Change Compartment to select a different compartment.
Accept the option Select existing subnet. From the Subnet drop-down list, select the public subnet you want to use for the instance.
If necessary, click Change Compartment to select a different compartment.

Description of this illustration (create-linux-inst-config-networking.png)
Select the option Assign a public IPv4 address.
In the SSH Keys area, select the option Upload public key files (.pub), and click Browse to select the public SSH key file you saved.

Description of this illustration (create-linux-inst-click-create.png)
Click Create.
Monitor the instance creation on the Instance Details page.
On the Compute Console detail page for the instance, copy the Public IP address for the instance.

Description of this illustration (create-linux-inst-publicipaddr-top.png)

Description of this illustration (create-linux-inst-publicipaddr-bottom.png)

Log in to the Linux Image

Follow the instructions in the tutorial Log in to the Cloud Manager Instance in this series.

Install Customizations on an Oracle Linux 8 Image

Use these instructions for an Oracle Linux 8 image. If you are using an Oracle Linux 7 image, skip this section and go to the next section.

Install the prerequisites that are missing in the base image, using the sudo yum commands below.

Note:
The packages needed depend upon the image. The packages mentioned here may already be installed, or you may need to install other packages.
Run security updates with this command:
```
sudo yum -y update --security
```
For the base image Oracle Linux Image version 8 and above, the customizations required in the VM are the following. Enter each command, verify that you want to install if necessary, and wait while the customizations are installed.
- sudo yum install nfs-utils -y
- sudo yum install rpcbind -y
- sudo yum install dmidecode -y
- sudo yum install pciutils -y
- sudo yum install zip -y
- sudo yum install unzip -y
- sudo yum install libaio -y
- sudo yum install gcc -y
- sudo yum install glibc.i686 -y
- sudo yum install libstdc++ -y
- sudo yum install libstdc++.i686 -y
- sudo yum install rsync -y
- sudo yum install samba -y
- sudo yum install samba-winbind -y
- sudo yum install libffi-devel -y
- sudo yum install openssl-devel -y
- sudo yum install psmisc -y
- sudo yum install fss-parallel-tools -y (Note: If you get an error for fss-parallel-tools, see the instructions following these steps.)
- sudo yum install policycoreutils-python-utils
- sudo yum install libnsl -y
- sudo yum install ncurses-compat-libs
Delete the file /home/opc/.ssh/authorized_keys.

Caution:
This is very important to prevent unauthorized access to the VM.

If you get an error for fss-parallel-tools:

In the Oracle Cloud Infrastructure Compute Console, select Compute > Instances.
Locate the instance for the Linux image that you are working on.
Click the Actions icon and select View Details.
On the instance details page, select the Oracle Cloud Agent tab.
If the OS Management Service switch is set to Enabled, change it to Disabled.

Return to the terminal window or Putty session for the Linux instance, and enter these commands:

sudo osms unregister
sudo yum --enablerepo=ol8_developer install fss-parallel-tools
sudo yum install fss-parallel-tools -y

Delete /home/opc/.ssh/authorized_keys.

Install Customizations on an Oracle Linux 7 Image

Use these instructions for an Oracle Linux 7 image. If you are using an Oracle Linux 8 image, use the instructions in the previous section.

Install the prerequisites that are missing in the base image, using the sudo yum commands below.

Note:
The packages needed depend upon the image. The packages mentioned here may already be installed, or you may need to install other packages.
For the base image Oracle Linux Image version 7.x, the customizations required in the VM are the following. Enter each command, verify that you want to install if necessary, and wait while the customizations are installed.
- sudo yum install nfs-utils -y
- sudo yum install rpcbind -y
- sudo yum install dmidecode -y
- sudo yum install pciutils -y
- sudo yum install zip -y
- sudo yum install unzip -y
- sudo yum install libaio -y
- sudo yum install gcc -y
- sudo yum install glibc.i686 -y
- sudo yum install libstdc++ -y
- sudo yum install libstdc++.i686 -y
- sudo yum install rsync -y
- sudo yum install samba -y
- sudo yum install samba-winbind -y
- sudo yum install libffi-devel -y
- sudo yum install openssl-devel -y
- sudo yum install psmisc -y
- sudo yum install fss-parallel-tools -y
Delete the file /home/opc/.ssh/authorized_keys.

Caution:
This is very important to prevent unauthorized access to the VM.

Create a Custom Image

In the Oracle Cloud Infrastructure Compute Console, select Compute > Instances.
Locate the custom Oracle Linux instance.
Click the Actions icon and select View Details.
Click More Actions and select Create custom image.

Description of this image (create-custom-image-inst-details-page.png)
Select the compartment where you want the custom image to reside.
Enter a name, such as linux-custom-infodev.

Description of this illustration (create-custom-image-dialogbox.png)
Click Create custom image.
Select Compute > Custom Images.
Locate the custom image and select View Details from the Actions menu.
Monitor the progress on the Image Details page. When the status of the custom image changes to Available, copy the OCID for the image.

Description of this illustration (create-custom-image-details-page.png)

On the custom image details page, click Edit details. On the Edit image details page, add or remove the compatible shapes for the image, and then click Save.

See Managing Custom Images in the Oracle Cloud Infrastructure documentation.

The shapes that are supported for Cloud Manager are:

Shape	OCPU	Memory (GB)	Network Bandwidth (Gbps)
VM.Optimized3.Flex	1-18	1-256	4-72
VM.Standard.E4.Flex	1-64	1-1024	1-64
VM.Standard.E3.Flex	1-64	1-1024	1-64
VM.Standard2.1	1	15	1
VM.Standard2.2	2	30	2
VM.Standard2.4	4	60	4.1
VM.Standard2.8	8	120	8.2
VM.Standard2.16	16	240	16.4
VM.Standard2.24	24	320	24.6
VM.Standard.E2.1	1	8	0.7
VM.Standard.E2.2	2	16	1.4
VM.Standard.E2.4	4	32	2.8
VM.Standard.E2.8	8	64	5.6

Edit Image Details dialog box — Description of this illustration (create-custom-image-edit-image-page.png)

Modify Cloud Manager Settings

For more information on the Cloud Manager settings, see the tutorial Specify Cloud Manager Settings in this series.

Complete the Cloud Manager installation, and sign in to the Cloud Manager application in a browser.
Sign in to the Cloud Manager instance as the Cloud Administrator, click the Cloud Manager Settings card, and select the Infrastructure Settings page.
In the Operating System Images section, for the Linux Image, select NO for the Marketplace Image switch if necessary.
In the Image OCID field, enter the OCID of the private Linux image.

Description of this illustration (linuxcustom-infrastructure-settings-ossys.png)
Verify the remainder of the settings, and click Save and then Refresh OCI Metadata to make the shapes associated with this image available in Cloud Manager.
Wait a few minutes for the data to be refreshed before you create a file server.

Next Steps

Create a Custom Windows Image for PeopleSoft Cloud Manager in Oracle Cloud Infrastructure (Optional)

Learn More

PeopleSoft Cloud Manager Home Page, My Oracle Support, Doc ID 2231255.2
Cumulative Feature Overview Tool (Click Generate a CFO report and select PeopleSoft Cloud Manager at the top.)
Oracle Cloud Documentation in Oracle Help Center

Title and Copyright Information

Create a Custom Linux Image for PeopleSoft Cloud Manager (Optional)

F26271-08

January 2024

Create a custom image from an Oracle Enterprise Linux image and then configure it as the Linux image for PeopleSoft Cloud Manager.

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