peoplesoft test framework -...

PeopleSoft Test FrameworkPresented by : Vishal Rao

2© Hexaware Technologies. All rights reserved. Hexaware confidential

Agenda

PTF Overview

Creating and Executing Tests

Best Practices for Optimizing Tests

New Features in PTF 8.53 beta

Hexaware Overview: Key Facts


PeopleSoft Test Framework Overview


� Record and Playback tool

� Automates Functional testing within PeopleSoft Application

� More tests - Greater Accuracy- Shorter time

� Stored in Database as App Designer Objects

� Included in PT 8.51 & above

PeopleSoft Test Framework


� PTF works by replicating the actions of a single user executing functional tests against the PeopleSoft browser-based application

� Users can record manual test procedures and save them within the framework

� Users can execute those tests against the application to verify whether the application still behaves as expected

Record and Playback


� When PTF records a test, it recognizes the metadata, the actual name of a field rather than the position of that field on a page

� If the field is moved in a subsequent revision, PTF is still able to locate it when the test is executed

PeopleTools Metadata


Robust Test Development Platform

PTF EXPLORERPTF EDITOR

Developing Tests


� PTF tests can run processes and reports through Process Scheduler, as well as queries and Data Mover programs

Interface with Other PeopleTools

PTF

Process Scheduler

P S Query

DataMover


Use PTF Test Description

Yes Unit Validate data, business rules, and business processes

Yes System Test all processes, such as online and batch functionality, interfaces,conversions, customizations, and reports

Yes Integration Test business processes and groups of related processes

Yes Parallel Optionally perform throughout all testing stages

Limited Performance Measure current system performance

Yes Acceptance Validate business requirements in the test move-to-production phase

Yes Regression Retest previous tests

Where PTF is Used


� PTF can be used in

� New Implementation projects

� Limited / No existing testing documentation

� Limited functional resources to participate in testing

� Highly customized environment

� Significant ongoing development projects

� Routinely deploying patches and fixes

� Savings on cost to buy a separate test automation software

Typical Usage in PS Projects


Test Assets Are Stored in the Database

� As test assets are stored in the database they are readily accessible to anyone with authorized access

� Tests and test cases (test data) are PeopleTools managed objects

� They can be included in upgrade projects along with other managed objects and moved to a new database as part of the upgrade process.

Features


Facilitate Maintenance Due to Upgrades

� The PTF test maintenance process drastically reduces the expense and risk in testing upgrades

� Provides reports that tell you what changes in the upgrade affect which tests in your test library.

Features


Navigation

Create Test Maintenance Report - Manual Tasks Select PeopleTools, Lifecycle Tools, Test Framework, Create Maintenance Reports

A Test Maintenance Report shows which objects were changed in an upgrade and which tests are affected by each change.

Integrated Maintenance Reports


Benefits of PTF

� Automated testing

� Consistent across environments

� Functional testing

� Speeds testing

� Reduces testing time and resources

� Easy to migrate


Creating and Executing Test Cases


PTF

Configuring PTF Clients

Creating Tests

Recording Tests

Executing Tests &

Reviewing Logs

Cleaning Up Tests

PeopleSoft Test

Framework


PTF Architecture


Creating a Connection to a PTF Environment

Selecting a PTF Environment

Configuring PTF Clients


Navigation

Select PTF menu, Execution Options.

Execution Options


Navigation

Select PTF menu, Local Options.

Local Options


Using PeopleSoft Test Framework Explorer

Creating Tests


Launching the Test Recorder

Test Recorder Toolbar

Recording Tests

Recording a Test

To record a test:1. Open a test.2. Launch the test recorder.3. Hook a browser.4. Start recording.5. Perform the test steps in the

PeopleSoft application.6. Stop recording.7. Close the rest recorder.8. Save the test.


Using the Log Viewer

Executing Tests & Reviewing Logs

Executing a Test

1. With a test open in PTF, select Test, Run.2. PTF opens the PeopleSoft application specified in Execution

Options and executes the test steps.3. After the test executes, PTF opens the test log in the Log Viewer.


Logs Folder

Log Icons

Reviewing Execution Logs


� Correcting Typos

To change a value, click in the Value column and retype or edit the text.

� Modifying the steps

Modifying the steps to meet the actual requirement.

� Adding Steps Manually

Some steps which cannot be recorded can be added by giving insert step.

Cleaning Up Tests

� Removing Unneeded Steps

When you record a test you often record unneeded steps.


Best Practices


Page Prompting

• Testers should record all PTF tests using Page Prompting by default,

• PTF administrator can update this setting at the database level in PIA at PeopleTools > Lifecycle Tools > Test Framework > Define Configuration Options.

Process Run

• Use Process Run Feature to run a process in process scheduler.TYPE ACTION RECOGNITION VALUE

Process Runprcname=PAT07; prctype=SQR Report; wait=True; expected=Success

Page Prompting & Process Run


Scroll handling• PTF tests should use scroll handling whenever test data residing in a scroll or

grid could change between executions

Libraries

• Whenever testers find that they are coding the same sequence of PTF steps

multiple times, they should try to isolate that sequence of steps in a library

• Library is a special type of PTF test that can then be called by another test

• Parameter feature provides the user with flexibility in passing values to the

library

Using Test Cases• Testers should clone a unique test case specific to the functionality being

entered from the default test case using the test case save as feature

Scroll handling, Libraries & Using Test Cases


Comments fields

PTF supports comments at the Test, Test Case, and Test Step levels. Comments must be used to clearly document the functional testware being automated

Comments fields


System Variables, Global Variables, and Reserved Words

• Use these when the value of an object being set or verified is not known prior to run time

• Document the usage in the appropriate comment field (usually best at the test step level)

Persistent Variables

• Testers should use persistent variables when they need a test to refer to the value of a global variable that was set during a previous execution of PTF

• Persistent variables are saved to the PTF database rather than in temporary computer memory

.

Types Of Variables


Persistent Variables


Log Messages

Use of log messages (Log.Fail, Log.Message, Log.Pass, etc.) is strongly recommended to help users executing PTF tests to interpret execution log results.

Conditional and Looping Logic

Use PTF’s conditional steps (Conditional.If_Then, .Else, and .End_If) and looping steps (Loop.Do, .For, and .While) to design custom logic not provided by other delivered steps and features.

Log Messages & Conditional Logic


PTF Limitations:

� Unable to do mass testing� Manually updating data for each test case in PTF environment� Running Multiple iterations of test data for one test case

PTF Sequencer Tool has been designed to overcome three majorlimitations of PTF

� To do mass testing through Process Scheduler� To update the test data in PTF tables through a spreadsheet.� Running multiple iterations of test data for one test case

PTF Tool Limitations


Benefits:� Automatically updates the data for the required test case from the flat file� Automatically run the updated test case by calling PTF executable file through

Application Engine Program� User can activate the required sequence test and run the same in the Shell

Test program� No need to open the PTF environment to change the data or run the test case,

it will automatically run through PIA

Technical Process

Hexaware - PTF Sequencer Tool

Fetch data fromExcel file to

Staging table by CI

Data moved from Staging table to state

record

Update the PTF Table data by state record

value

Passing required

Parameter to run the PTF


� Syntax Check

� Process Run Recognition in recorder settings

� HTML getcellindex & getcellvalue in the recorder toolbar

� Prompt for values in the recognition field for complex action types in the

PTF editor

� All strings are recognized only if enclosed within quotes

New Features added in PTF 8.53 beta


Time for Questions


Poll Results


0 10 20 30 40 50

8.49 & Below

8.5

8.51

8.52

Which PeopleTools Version You Are Using

Poll Question Results


Which PeopleSoft Application Are You Using

PeopleSoft HCM

PeopleSoft FSCM

PeopleSoft CRM

PeopleSoft Campus




Yes

No

Planning To Use PTF For Testing


Planning To Do A PeopleTools or Application Upgrade

Yes

No



Follow Hexaware on Twitter:

@hexawaretech

About Hexaware


• The prestigious Golden Peacock Award for Excellence in Corporate Governance

• Ranked among the GLOBAL CIO 2011 winners. Hexaware is the only IT Company to receive this award

• BPO Excellence Awards 2010- 2011 subsidiary Caliber Point

• Best in Corporate Responsibility Practice award by Indy's Awards

• Top 100 Innovative service Provider by Global Services

• CIO 100 Ingenious Award

• EMC Cloud Pioneer Awards Honorees 2011.

Hexaware Overview: Key Facts

8,624Employees globally (April ’12)

55Million dollar clients (April ’12)

32Offices worldwide

201Active Clients served worldwide

(April ’12)

308$ mn Revenues in CY ’11

Mumbai, Chennai, Nagpur, Pune, Bangalore,

Industry Recognitions

Golden Peacock Award

CertificationsCMMI Level 5, ISO 9001 & ISO 27001, SAS 70 Type II, PCIDSS

New Jersey, Mexico

Delivery Centers


Vertical Industry Focus

Travel & Transportation

BFS

• Core Banking – Core Retail Banking, Leasing, Cards, and Payments processing

• Capital Markets - Asset Management, Reference Data, Enterprise Data Management

• Insurance – Life and Non-Life around Policy admin, Claims, and Analytics

• Compliance and Risk Management – Counterparty risk models, Stress testing models, and Basel III compliance roadmap

• Core expertise in critical applications like E-Ticketing, E Commerce, Passenger Reservations, Cargo Handling, Crew Scheduling & Aircraft Maintenance,, MRO. Expertise in IBM/UNISYS Mainframe, Open Systems, Web Technologies and specialized skills in TPF, ALCS, TIP, USAS

• Expertise in Logistics systems, Warehouse management systems, Transportation management systems, logistics business intelligence and analytics

Healthcare &Insurance

• Expertise in Employee Benefits, Policy Administration and Claims for Life, Health, General and Annuities.

• Innovative & automated solutions / services with specialization in Regulatory Compliance (HIPAA 4010 to 5010, ICD-9 to ICD-10, Solvency II, SIGeDIS, 401K).

• Enterprise Data Management, Business and Predictive Analytics for Insurance.• Expertise in Pharma Analytics (Market Research Services and Managed Care Services) and

Payer Analytics.• Automated test accelerators for Policy Admin, Claims, Enrollment products.• Specialized testing services around ICD-9 to ICD-10 transition.• End-to-end Integrated Claims Management Services (IT & BPO).


Technology Practice Focus

Enterprise Solutions

Quality Assurance &Testing Services

• One stop ERP provider: SAP, Oracle, PeopleSoft, Siebel

• Alliances with SAP, Oracle-PeopleSoft

• Specialized in HRMS, Financials, CRM, Supply Chain

• Shared Services Support

• Comprehensive set of solutions – Consulting and Governance, TCoEs, Automated and Manual Testing, ERP testing accelerators, OneSource, eSignature and CloudTesting,

• Strategic alliance with HP, IBM, ORACLE, SOASTA, Jamo Solutions, Greenline and Validata

• Dedicated Testing Center of Excellence

• Dedicated Automation and Performance Center of Excellence (CoE)

• Mobile Application Testing (CoE)

• HP award: “BTO Implementation Partner of the Year” in 2006, 2008 & 2009

Infrastructure Management Services

• Expertise Spanning Entire IT Infrastructure Lifecycle• World Class Tier III Datacenter• 24/7 End User Services• Global NOC & Global SOC dedicated to Infrastructure Services• Enterprise Security Solutions• Cloud & Virtualization


Technology Practice Focus

Business Process

Outsourcing

• Wholly owned BPO arm - Caliber Point Business Solutions• Recognized as ‘Emerging global HRO leader’• Proven processes and delivery capability in Shared Service Center Setup and Execution,

Transaction Processing for complex processes, Transition Management

Business Intelligence/Analytics

• Establish : Strategic BI Roadmap Definition, Enterprise Data Warehouse Governance, BI Platform Evaluation, Business Case - Benefits Insight

• Enhance : Analytics Implementation, Product Upgrades, Dashboard Deployment, Data Integration Extensions, Data Quality - MDM

• Transform : BI CoE Setup - Factory model, Platform Consolidation, Product Migration, Metadata Management, BI 3.0 Integration (Mobility, Social Media, Cloud, Big Data)

• Experts on multiple BI platforms, • BI Innovation Lab- Saves up to 40% of effort on your DW / BI deployment with absolute focus

on quality with our patent pending IP’s.Actionable Intelligence Enabled

Custom Application Services

• JAVA application services• NET application services• Legacy re-engineering

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