Upgrade from 8.x to 9.0

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Upgrade from 8.x to 9.0


Speaker

• Stephen Roche, CEO

• 16 years of IT industry experience

• 12 years of ERP consulting experience

• 12 years of consulting business management

• Former Chairman FSI SIG

• PeopleSoft v.5.0 – v.9.0

• Over 40 PeopleSoft projects

• In Tahiti on Vacation!

• Michael Stutz, an “Actual Worker”

• 22 years of IT industry experience

• 13 years of PeopleSoft consulting experience

• I haven’t done any actual “Project Management”

• Hard Worker & Good Consultant

• PeopleSoft v.2.11 – v.9.0

• Lost Track of PeopleSoft Projects

• Here to share this information & try to ensure you go home with something useful.

I AM NOT . . . . . . BUT I AM

Agenda

• SMR Consulting Background (Brag a Little)

• Why Upgrade to HCM 9.0 with eRecruit

• Projects 101

• Technical Overview (By an Actual Techy!)

• Tips & Tuning

• Questions & Answers

SMR Consulting Background• In Business Since 1995

• 5 offices in the United States and 1 in CanadaPhiladelphiaOrlandoChicagoDallasSan FranciscoToronto (This is the one in Canada)

• PeopleSoft Customer Since 2005

• Purchased Entire HRMS Suite including eApplications

• PeopleSoft/Oracle Partner

Why PeopleSoft?

• Offices Located in Multiple States

• Expansion into International Operation

(Oh, Canada!)

. . . eh• Rapid Company Growth

(over 67% past two years)

• Inadequate Recruiting and Hiring Controls

• Inferior Current Systems

(Was it SAP? Maybe Quickbooks Pro?)

Why Upgrade to HCM 9.0?

• New & Improved Functionalityo Employee Records Management,o Benefits, o Payroll, and o Employee Self-Service

• Application Support Running Out

• Performance Issues

• Change of Platform

• Keeping up with the Joneses?

Environment

• All Dell Power Edge Servers (Raid 5)oDatabase oApp, WeboFile ServeroTuning

• Oracle Database 10g

• Windows 2003 Servers

• Web Logic

• Performance Tuning

Project Standards

& Administration

Projects 101(Who’s Methodology is it Anyway?)

Upgrade Planning Workshop

ProjectProjectCharterCharter

Project ObjectivesProject Objectives

Scope StatementScope Statement

Roles/ResponsibilitiesRoles/Responsibilities

Risk PlanRisk Plan

Project PlanProject Plan

Project DriversProject Drivers

Issues ResolutionIssues Resolution

Project Standards and Administration

• Change Management Plan

• Communication Plan

• Quality Control

• Documentation and Archiving via a file server/share driveo Status Reports

Frequency, format, distribution.o Project Repositoryo Issues & Resolutions Logo Change Management

Administration

Handling Issueso Log and track all project issues along

with at least one possible resolution!o Project Manager will review the Issue

Log daily to review new issues posted.

High Priority - Resolution required in x business days

Medium Priority - Resolution required in y business days

Low Priority – Resolution required in z business days

Constraints & Assumptions: What To Consider

• Technical environment

• Business Processes (i.e. Open enrollment, etc.)

• Other Company projects competing for resources

• Schedulingo Resource’s prior commitmentso Requested time-off or holidayo SME participation (local & off-site)

• Integration with other systems

• Communication & Trainingo Team Trainingo End-User Training

Gathering Information

All Upgrade Documentation is located on Customer Connection

Implement, Optimize & Upgrade >

Upgrade Guide >

Upgrade Documentation and Software >

Upgrade Documentation and Scripts

Functional Assessment Approach

• Information gatheringo Assess current use of applications and

setupo Develop an inventory of

customizations based on functional requirements

• Challenge customizationso Does the business requirement still

exist?o Is the functionality available in target

release?o Can a business process change

remove a customization?

Ancient PeopleSoft Proverb

Just because you can . . .

DON’T

Functional Assessment Approach

• Justify the customizations approved by core teamoProvide 2 or more options and assign annual resource hours and cost to options to develop a business case

• Develop tools/approach to help in future upgradesoFunctional assessment drives the compare report analysis

Go-Forward Strategy

What needs to be done in the next 10 to 30 days to ensure that this Project heads down the right path?

o Complete draft project charter, plan and risk

management plano Complete tech environment prep activitieso Schedule project team trainingo Schedule functional fit/gapo Download Upgrade Instructions and review

Chapter 1 & Chapter 5

Administration

Project Team

Resources & Skills Requirements

• Project Sponsoro Creates upgrade team.o Provides team with

resources.• Project Manager

o Liaisons between technical and functional teams.

o Understands upgrade methodology.

o Manages day-to-day tasks.• Technical Upgrade Resource

o Runs steps according to Upgrade Assistant.

o Performs Test and Final Moves to Production steps.

• Project Sponsoro Creates upgrade team.o Provides team with

resources.• Project Manager

o Liaisons between technical and functional teams.

o Understands upgrade methodology.

o Manages day-to-day tasks.• Technical Upgrade Resource

o Runs steps according to Upgrade Assistant.

o Performs Test and Final Moves to Production steps.

OS/RDBMS Resource Typically a DBA Prepares OS/RDBMS for the

upgrade.Batch Project Manager Defines scope for batch

upgrade. Manages resources to

ensure batch components are upgraded appropriately and on time.

Infrastructure Support Network, web, app server Security administrator(s)

OS/RDBMS Resource Typically a DBA Prepares OS/RDBMS for the

upgrade.Batch Project Manager Defines scope for batch

upgrade. Manages resources to

ensure batch components are upgraded appropriately and on time.

Infrastructure Support Network, web, app server Security administrator(s)


• Updates and Fixes Leado Develops strategy for

applying updates and fixesafter initial upgrade.

o Ensures all environments are updated and fixes are current.

• Testing Lead(s)o Develops and coordinates

development of test scripts.

o Manages testing effort. • PeopleSoft Certified Installer

o Installs and configures PeopleSoft.

o Certifies installation.

• Updates and Fixes Leado Develops strategy for

applying updates and fixesafter initial upgrade.

o Ensures all environments are updated and fixes are current.

• Testing Lead(s)o Develops and coordinates

development of test scripts.

o Manages testing effort. • PeopleSoft Certified Installer

o Installs and configures PeopleSoft.

o Certifies installation.

Training Lead Assesses need for technical

and/or functional training. Develops project team and

application user training plans. Schedules training.

Functional Lead(s) & SMEs Perform functional fit/gap

analysis. Prepare test scenarios Perform testing and document

issues and results. Other Change Management

Additional Technical Resources!

Training Lead Assesses need for technical

and/or functional training. Develops project team and

application user training plans. Schedules training.

Functional Lead(s) & SMEs Perform functional fit/gap

analysis. Prepare test scenarios Perform testing and document

issues and results. Other Change Management

Additional Technical Resources!


Training Plan

Training Information

http://education.oracle.com

“The easiest

mistake to make

is

underestimating

the time and

costs of training

the end users.”

“The easiest

mistake to make

is

underestimating

the time and

costs of training

the end users.”Fortune Magazine

Training Development Challenge

• Instructor-led training

development time 40:1

• Web-based training development time 200:1

• High cost of custom training development.

• Few resources with combined training, functional, and product knowledge.

(Hey! Wait! I Qualify!)

• Subject matter experts with little time to support training.

Project Team : Functional Training

Instructor Led Class

Self-Paced Learning

(a.k.a. Seminars on Demand)

Release Notes

PeopleBooks

Prototype in a Demo environment

Half Way There!

Assessing your Technical Needs

Review Hardware

&

Software Plans

• Are any software upgrades required?o OSo RDBMSo Cobol Compiler*o Third Party Products (ie. Scheduling

software)

• Are any hardware upgrades required?o PeopleSoft Internet Architectureo Rollout via Intranet/Interneto Increase in user baseo Parallel deployment of new functionality

• Table Size Changes - Appendix available in Upgrade Instructions

Determine Technical Peripheral Upgrades

Technical Preparation

• Cleanup production before project beginsoClean SYSAUDIT, DDDAUDIT reportsoCreate and execute data integrity scripts

Technical Preparation (Cont.)

• Validate or create a technical modification inventoryo Batch objects

SQR, COBOL, Crystal, Application Engine, nVision Layouts, Queries, Unix scripts, JCL, Autosys, etc.

o Online objectsExecute a vanilla compare to your current release

DEMO • Prepare by getting these in place:

o Migration control and quality control procedureso Documentation standards and naming conventionso Issue tracking toolo Compare Reports Decision Matrix

Upgrade Overview

Enterprise Database Overview

SYSTEMCATALOG

PEOPLETOOLSTABLES

APPLICATIONTABLES

Managed by the RDBMSCatalogs Database Objects

Managed by the Enterprise application - Contains PeopleTools Objects(Records, Pages, PeopleCode, Security, etc.)

Contains End User Type Data(i.e. transaction data)

Upgrade Overview

SYSTEM CATALOG

PEOPLETOOLSTABLES

Tools Release 8.20.xxStructure

APPLICATION TABLESData In Release 8SP1

Before

The UpgradeProcess

SYSTEM CATALOG

PEOPLETOOLSTABLES

Tools Release 8.49.xxStructure

APPLICATION TABLESData In Release 9.0

After

Change Assistant

Upgrade Process: Overview

A new copy of production is created for use during the first Test Move to Production

Execute RELXXX scripts

Roll in additional changes found during testing.

NOTE: If changes to the Enterprise objects were made to this upgraded application, create a new MVPRDEXP.DAT to use for future ‘Test Moves’

Execute create and alter scripts and perform data conversion

During the Test Move, import the PeopleTools tables

Once the upgrade is complete, execute MVPRDEXP.DMS to export the PeopleTools tables …

Initial copy of production at new Enterprise release

Execute upgrade steps

A copy of production is created

Production Database

1st Phase: Initial Upgrade Pass

Copy of Production Database

Demo Database at Your Current Release

Vanilla Compare Reports

Full Compare Reports

New Release Demo Database

Copy of Production Database at New PeopleTools Release

Perform PeopleTools Upgrade on Copy of Production Database

Evaluate Upgrade Compare Reports

Apply Copy Overrides

Execute Copies

Copy of Production Database at New PeopleTools & Application Release

Create & Alters Scripts and Data Conversion

Reapply Customizations

Copy of Production Database After Complete Upgrade

2nd Phase: Test Move to Production

Copy of Production created in the Lab for the on-line upgrade.

Copy of Production created by the customer on site for the 1st Test Move which the delivery consultant assists.

These databases are created on site by our Install Group prior to the upgrade delivery.

DEMO

AUD (only required for upgrades prior to Enterprise 8)

Copy of Production created for 2nd Test Move - done by the customer.

Delivered upgraded database becomes 1st TEST database.

Copy of Production created for 3rd Test Move - done by the customer.

Customer upgraded database becomes 2nd TEST database.

Copy of Production created for final MOVE TO PRODUCTION

Parallel TEST

PeopleTools 8.4x Delta

• Enhancementso Performance Monitoro PeopleSoft Data Archive Managero Portal Navigationo Change Assistant

Tools of the Trade

• Change Assistanto PeopleTools 8.44

Stand alone application with a Windows look and feel Used in applying Updates/Fixes, Bundles, and

Maintenance Packs thru the Environment Management Framework

Assists with migration of delivered change packages across environments

o PeopleTools 8.46 Merged with Upgrade Assistant to perform upgrades in

addition to updates and fixes!

Change Assistant

1. Discover & Analyze

2. Select & Download

3. Apply, Test and Deploy

What fits my system?

Version, Applications, Languages

What do I need for regulatory compliance?

What is already applied?

Review documentation

Find dependenciesPre-requisites

Post-requisites

Translations

Re-analyze if needed

Download

Determine Order

Apply to Demo

Compare to Dev

Re-customize

Re-package and

re-install (3+ times)

Fix Application Process

1. Discover & Analyze

2. Select & Download

3. Apply, Test and Deploy

What fits my system?

Version, Applications, Languages

What do I need for regulatory compliance?

What is already applied?

Review documentation

Find dependenciesPre-requisites

Post-requisites

Translations

Re-analyze if needed

Download

Determine Order

Apply to Demo

Compare to Dev

Re-customize

Re-package and

re-install (3+ times)

- Automated Activity using Change Assistant

Fix Application Process

Understanding the Comparison Process

• Understanding Comparison Release Level

• Understanding Object Status

• Understanding Actions

• Understanding the Upgrade Values

• Understanding How the System Tracks Object Changes

• Putting it All Together

Reviewing Upgrade Reports

o Upgrade reports are generated by Application Designer. The reports help you understand what objects differ between the source and target databases, and how they differ.

o Gather documentation of your database modifications before reviewing these reports.

o Review the Release Notes. These notes identify and explain object changes in the source database.

o Upgrade reports can be intimidating until you understand what data you are looking for and how best to use it.

Tips & Tricks

Tips and Tricks

• All transaction cleanup in Chapter 1 should be completed and verified. Don’t shortcut this and create a repeatable process.

• DO NOT PERFORM FIT GAP in only 1 week

• Perform user testing training before user acceptance testing to avoid testing/training confusion

• Carve time off of final move to production by bypassing the Change Assistant for batch object push

• Ensure common desktop standards are in place to avoid simple issueso Popup blockers

Tips and Tricks (Cont.)

• Dozens of tests run on the most popular and most concerning transactions

• Performed many customizations to improve performance (100s of hours of developer time)

• Significant changes in database CPU utilization with new Verity Job Search (decreased 70%)

• Focused lots of effort on tuning Browse Job Openings – our home page


Implementation Preparation• Practice conversion runs (4)• Implementation Checklist

Implementation Weekend• Call in phone number for messages during

implementation weekend• Production down on Thursday at 5 pm• Business Analyst review Sunday at 11 am• End user verification Sunday from 12 – 3 pm• Decision at 3 pm


• Securityo Include security design/development/testing in

your project plan and allow plenty of time for ito Dedicate one resource to security, if possible

• Identify all external vendors at beginning of project

o Additional Cost for Net Express v 4.5

• Don’t apply bundles right before testing

• TEST, TEST, TEST


• Security

• Don’t under-estimate

• Allocate appropriate resources

• Evaluate security test approach

• Portal Synch/Portal Structure tools – become familiar

• Educated developers on Component Registration

• Resource considerations (multiple projects)


• Best practices for managing Verity indexeso Chunk at the row level instead of applicant ID levelo Make the segments individually ‘restart-able’o Storing resumes in the database does not equal better indexing

performance (ftp is still used)o Don’t rely on incremental indexes indefinitely – a full index

needs to be scheduled periodicallyo Now that verity is used for job postings, plan on communicating

with your users that postings aren’t immediately live


• No more delivered Rel Scripts

• Split up data load

• Have another server for the database for performance tuning

• Separate you components such aso Database Servero App & Web Servero Report Servero File Server

• Find out when PeopleSoft classes will be available prior to upgrade


• Archive your data prior to upgrade

• Split up shift for data migration

• Have patience

Thank You.

Thank YouVery Much.


Questions

Contact Information:

Michael Stutz

(888) 757-2616

http://heres2u.com

Contact Information:

Stephen Roche

[email protected]

(610) 466-9222

Upgrade from 8.x to 9.0

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