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 8.62 Oracle Linux image version 9,x Ue the Oracle Linux Image Customized for PeopleSoft Cloud Manager
OR
Create a custom image
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):

  1. Sign in to Compute using the URL provided by your administrator, for example:

    https://console.us-ashburn-1.oraclecloud.com.

    See Sign In to the Console in the Oracle Cloud Infrastructure documentation.

  2. On the Oracle Cloud Infrastructure console home page, click Create a VM Instance under Build.

    Alternatively, select Instances from the main menu and click Create Instance.

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

    Note:

    There are several expandable Advanced Options on the Create compute instance page, which this documentation does not cover. For information on the Advanced Options see Creating an Instance in the Oracle Cloud Infrastructure documentation.
    Top portion of the Create compute instance page
    Description of this illustration (create-linux-inst-name.png)
  4. If necessary, change the compartment where you want to create the instance.
  5. Select the Availability Domain where you want to create the instance.
  6. Click Change Image, or accept the default.
    Create Compute Instance, Change Image Source
    Description of this illustration (create-linux-inst-chgimage.png)
  7. If you selected the option to change the image source, on the Select an image page, click the Oracle Linux button.
  8. Select a compartment to create the instance.
  9. Select an Oracle Linux 7.x, 8.x, or 9.x image.

    In this example Oracle Linux 9 is selected.

    Browse All Images page
    Description of this illustration (create-linux-inst-browseimage1of2.png)
    Browse All Images page
    Description of this illustration (create-linux-inst-browseimage2of2.png)
  10. Click Select image.

    If prompted, review and accept terms for the image.

  11. Select an instance shape.

    Accept the default, or click Change shape to choose another shape.

    Change shape
    Description of this illustration (create-linux-inst-chgshape.png)
  12. If you selected the Change Shape option, on the Browse all shapes page, select Virtual machine as the instance type.
    Browse all shapes
    Description of this illustration (create-linux-inst-browseshapes1of2.png)
    Browse all shapes
    Description of this illustration (create-linux-inst-browseshapes2of2.png)
  13. Select a shape series, for example AMD.
  14. Select an available shape, for example VM.Standard.E4.Flex (1 OCPU, 16 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.

  15. Click Next.
  16. In the Security section, accept the defaults and then click Next.
    Browse all shapes
    Description of this illustration (create-linux-inst-security-section.png)
  17. In the Primary VNIC field in the Networking section, enter a name for the virtual network interface card, which connects the instance to the VCN and other endpoints.

    Select the links above the Primary VNIC field for more information. This example uses the instance name, cm-linux-instance.

    Create Compute Instance page, Networking section
    Description of this illustration (create-linux-inst-select-vcn.png)
  18. Choose one of the following options for the primary network:
    • Select existing virtual cloud network
    • Create new virtual cloud network
    • Specify OCID

    This example uses the option Select existing virtual cloud network.

  19. Select the virtual cloud network compartment and the VCN from the drop-down lists.
  20. Choose one of the following options for the subnet:
    • Select existing subnet
    • Create new public subnet

    This example uses Select existing subnet.

  21. Select the subnet compartment and subnet.
  22. Accept the default option to Automatically assign private IPv4 address.

    If you choose to select Manually assign private IPv4 address, enter your IPv4 address.

    Create Compute Instance page, Networking section
    Description of this illustration (create-linux-inst-networking-ipaddresses.png)
  23. If you want the instance to be accessible from the internet, select the option Automatically asign public IPv4 address, as shown in the example.
  24. Expand the Advanced options section and select the option Assign private DNS record.
    Create Compute Instance page, Networking section
    Description of this illustration (create-linux-inst-networking-assigndns.png)
  25. Enter a hostname.

    This example uses the same value as the instance name, cm-linux-instance. The hostname is used to create a fully-qualified domain name (FQDN), which is shown below the hostname field.

  26. Select a Launch option, or accept the default, as in this example.
    • Let Oracle Cloud Infrastructure choose the best network type (default)
    • Paravirtualized networking
    • Hardware-assisted (SR-IOV) networking
  27. In the Add SSH keys area, select one of these options:
    • Generate a key pair for me
    • Upload public key files (.pub)
    • Paste public key
    • No SSH keys

    This example uses Upload public key files (.pub). Browse to select the public SSH key file you saved.

    Create Compute Instance page, add SSH keys
    Description of this illustration (create-linux-inst-networking-sshkeys.png)
  28. Click Next.
  29. In the Storage section you can choose the following options for the boot volume. This example accepts the default option, Use in-transit encryption.
    • Specify a custom boot volume size and performance
    • Use in-transit encryption (selected by default)
    • Encrypt this volume with a key that you manage
    Create Compute Instance page, Storage section
    Description of this illustration (create-linux-inst-storage-section.png)
  30. (Optional) Attach a block volume.
  31. Click Next.
  32. Review the Basic information and click Create.
    Create Compute Instance page, Review Basic information
    Description of this illustration (create-linux-inst-review.png)
  33. Monitor the instance creation on the Instance Details page.
  34. On the Compute Console detail page for the instance, copy the Public IP address for the instance.
    Instance details page, Networking tab
    Description of this illustration (create-linux-inst-details-networking.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 9 Image

Use these instructions for an Oracle Linux 9 image. If you are using an Oracle Linux 7 or 8 image, skip this section and go to the next section.

  1. 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.
  2. Run security updates with this command:
    sudo yum -y update --security
  3. For the base image Oracle Linux Image version 9 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 (Note: If you get an error for ncurses-compat-libs, see the instructions following these steps.)
  4. 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, enter this command in the terminal window or Putty session for the Linux instance:

sudo yum --enablerepo=ol9_developer install fss-parallel-tools

If you get an error for ncurses-compat-libs, enter this command in the terminal window or Putty session for the Linux instance:

sudo dnf --enablerepo=ol9_developer_EPEL install ncurses-compat-libs -y

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.

  1. 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.
  2. Run security updates with this command:
    sudo yum -y update --security
  3. 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
  4. 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:
  1. In the Oracle Cloud Infrastructure Compute Console, select Compute > Instances.
  2. Locate the instance for the Linux image that you are working on.
  3. Click the Actions icon and select View Details.
  4. On the instance details page, select the Oracle Cloud Agent tab.
  5. If the OS Management Service switch is set to Enabled, change it to Disabled.
  6. 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
  7. 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.

  1. 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.
  2. 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
  3. Delete the file /home/opc/.ssh/authorized_keys.

    Caution:

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

Create a Custom Image

  1. In the Oracle Cloud Infrastructure Compute Console, select Compute, then Instances.
  2. Locate the custom Oracle Linux instance.
  3. Click the Actions icon and select View Details.
  4. Select Actions, then More Actions, and then select Create custom image.
    Instance details page, create custom image
    Description of this image (create-custom-image-inst-details-page.png)
  5. Select the compartment where you want the custom image to reside.
  6. Enter a name, such as cm-linux-custom-image.
    Create Custom Image dialog box
    Description of this illustration (create-custom-image-dialogbox.png)
  7. Click Create custom image.
  8. Select Compute, then Instances, and then Custom Images.
  9. Locate the custom image and select View Details from the Actions menu.
  10. Monitor the progress on the Image Details page. When the status of the custom image changes to Available, copy the OCID for the image.
    Image Details for custom linux image
    Description of this illustration (create-custom-image-details-page.png)
  11. On the custom image details page, click Actions, then Edit details. On the Edit image details page, add or remove the compatible shapes for the image, and then click Save Changes.

    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-details-page.png)

Modify Cloud Manager Settings

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

  1. Complete the Cloud Manager installation, and sign in to the Cloud Manager application in a browser.
  2. Sign in to the Cloud Manager instance as the Cloud Administrator, click the Cloud Manager Settings card, and select the Infrastructure Settings page.
  3. In the Operating System Images section, for the Linux Image, select NO for the Marketplace Image switch if necessary.
  4. In the Image OCID field, enter the OCID of the private Linux image.
    Infrastructure Settings page, Operating System Images
    Description of this illustration (linuxcustom-infrastructure-settings-ossys.png)
  5. 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