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Upgrading to 9.2 - Setting Yourself Up For Success
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Transcript of Upgrading to 9.2 - Setting Yourself Up For Success
Setting Yourself Up For Success
Cedar have completed 12 9.2 upgrades with 4 more in flight
With a wealth of experience across many clients, we wanted to share our top 5 tips on getting a head start before your upgrade and beyond
Our Top 5 Tips on Upgrading to 9.2
1.Simplify
2.Review your Architecture
3.Get a better UI
4.Get Regular Fixes
5.Access New Features
1. Simplify – Your System
Review your customisations early and see what can be retired
If not retired, what can be made cleaner?
Could the customisation be reworked as a bolt on?
Review your reporting strategy
Can in line pivots replace any existing reports?
BI Publisher replaces Crystal Reports – get a head start
1. Simplify – Your Test Strategy
PUM requires more regular repeatable testing
Develop a PUM strategy early on
Use the upgrade as an opportunity to capture and document
these tests
Consider setting up and using PeopleSoft Test Framework
2. Review Your Architecture
Revisit your architecture early on
Is Cloud an option for you?
* Check out Graham Smith’s session at 12h10
We always arrange an architecture Workshop
Confirm the hardware
PT, Image, OS and DB versions
Confirm environments required
3. Get a better UI - Fluid
Fluid was delivered with 8.54
It makes PeopleSoft mobile
Responsive interface - one component works on a PC, tablet or
phone
It resizes automatically and reacts intuitively based on the
technology
3. Get a better UI – Fluid Roll Out
Classic is still provided by default for most pages
Many pages fluid enabled at 9.2, but must be activated
All new pages will be delivered as standard in fluid
Existing pages are be converted and released in PUM images
* Check out Simon Hird’s Fluid session at 14h40
4. Get Regular Fixes – The PUM
PeopleSoft produce a new image roughly every 3 months
Images are cumulative
During an upgrade, you stick with an image version for stability
Oracle issues found in System Test or UAT are taken ad hoc
When applying individual fixes, they have linked fixes
4. Get Regular Fixes – The PUM
Oracle certifies 9.2 upgrades on certain Image versions
If going to a higher Image, the upgrade is a two step process
Demo will be at the latest image selected
An IP database will be required for future MTPs that capture
tools objects at the upgrade certified version
5. Access New Features – In addition to the PUM
Out-of-the-box WorkCenters to increase user job effectiveness
Mobile Capability
Informative guides and resources to help the end users functionality
Global search and guided navigation will help enhance user
efficiency
5. Access New Features
What type of upgrade are you planning?
Any key features to leverage during the upgrade?
Technical upgrade to reduce risk?
Then a 3 – 5 year 9.2 optimisation plan post upgrade
9.2 gives you the platform for future enhancements, wherever your users are and whatever they need – But you need to get there first!