put your company logo here upgrade from 8.x to 9.0
TRANSCRIPT
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
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?
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
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)
Resources & Skills Requirements
• 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!
“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
• 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!
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 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
Tips and Tricks (Cont.)
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
Tips and Tricks (Cont.)
• 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
Tips and Tricks (Cont.)
• 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)
Tips and Tricks (Cont.)
• 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
Tips and Tricks (Cont.)
• 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
Tips and Tricks (Cont.)
• Archive your data prior to upgrade
• Split up shift for data migration
• Have patience
Questions
Contact Information:
Michael Stutz
(888) 757-2616
http://heres2u.com
Contact Information:
Stephen Roche
(610) 466-9222