DevOps Track: Upgrade to Pega 7 Presentation Title ... · for SAP and CRMi. Data Pages and UI. 20%...
Transcript of DevOps Track: Upgrade to Pega 7 Presentation Title ... · for SAP and CRMi. Data Pages and UI. 20%...
Presentation Title Presentation Title Second Line
AuthorTitle
Rik Bosman - Business Architect, RabobankRalph van de Rijt - Delivery Manager, RabobankElton Janssen - Lead System Architect, PegaTom Gardam - Senior Dir. of Engineering, Customer Success, PegaDhevendra Earva - Architect, Customer Success, Pega
DevOps Track: Upgrade to Pega 7
This information is not a commitment, promise or legal obligation to deliver any material, code, or functionality and the development, release and timing of any features or functionality described for our products remains at our sole discretion. 2016. Confidential. Pegasystems, Inc.©2016 Pegasystems Inc.
Our Speakers
Rik BosmanRabobankBusiness Architect
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Ralph van de RijtRabobankDelivery Manager
Elton JanssenPegaLead System Architect
Tom GardamPegaSenior Director of Engineering, Customer Success
Dhevendra EarvaPega Architect, Customer Success
Agenda1. Strategy and Architecture (Rik Bosman)
- About the Rabobank- Business Vision- Rabobank Financing IT Landscape- Drivers for the upgrade
2. Planning & Execution (Ralph van de Rijt)- Who does the upgrade- Pro’s and cons- Intake - Planning & Roadmap
3.Upgrade Approach (Elton Janssen)- Roadmap / Parallel Development- Approach, “Golden” copy- Screenshots (old vs. new)
4. After the Upgrade- Upgrade satisfaction- Do’s & Don’ts
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Products: Mortgages(2016)PaymentsConsumer Loans
Business Vision
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Vision: Customer Focussed
Special Asset Management
Proces:1 generic proces, both for member banksand the SCF
1 point of contactAttention and involvement
Solution focussed
Customers:Private individuals
System:1 system, SAM both for member banksand the SCF
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Proces support
Cross Channel Sales for
CommmercialLoans(VBF)
Mid-office support
Commercial Loans
Loan and Collateral administrationso.a. SAP Banking Services
Cross Channel Service
Processes forCommmercial
Loans(SBF)
Cross-Channel MortgagesAdministrativeProcesses forCommmercial
Loans(BBF)
Special AsssetManagement
(SAM)
Risk Modelling and scorecards
CRM functionality
Dataware House and
Management Information
Rabobank Financing IT landscape
Private Individuals
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ImprovedBusiness & IT Alignment
More standardizationPrepared forContinuous Delivery
Business Services for SAP and CRMiData Pages and UI
20% costreduction
Realization
Continuity
ReuseNew Features
Case Design
Business Drivers for the upgrade
Improved development paceBetter tooling
Who is doing the upgrade
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• Making the choice– Customer led. Do it yourself (with a little help from pega)– Partner led. Letting a third party do the upgrade for you (outsourcing
the upgrade)
Solve some technicaldebt in the proces of
upgrading??
Redo or adjust thecurrent UI
Team transfer frompega 6 to 7
Parallel development and support
$$$$$$$
Engagement trade-offs
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Advantages RisksCustomer ledPerforming theupgrade yourself withhelp from pegaupgrade center
• You have a choice to solve tech debt as itpops up.
• Redoing the UI as you would like• The team will gather pega 7 knowledge
gradually• Pega upgrade center knowledge and
insights during intake phase (fast start)• More control / choices.
• More uncertainty regarding timelines andcosts
• Harder to make the choice on how much technical debit you want to carry forward or replace with new features
Partner ledOutsourcing theupgrade to a thirdparty
• Cost effective• Makes use of standards and collective
knowledge of a wider community• Enables parallell development – no
disruption / resource conflicts with in-flightprojects
• Carrying forward technical debt• Less options for redesign of new Pega7 UI• Manage team transition & maintainence to
pega 7
Intake and Pega FastStart servicePhase Description
Intake Intake of Application into Pega ECS Lab
Perform pre-upgrade in Pega ECS Lab
Report on Findings
Pega FastStart Service Analyze SAM Application
Perform Development Upgrade to Pega 7.1.8
Perform all the Applications (Framework) Upgrade
Perform BIX upgrade
Unit Test CSP Batch Process
Cleanup old rule sets
Unit Test of BIX batch
Provide Route to Live Strategy
Provide Upgrade Estimations
Upgrading Test Environment
2 weeks
4 weeks
Throughput time
Project planning
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Month 1 Month 2 Month 3 Month 4 Month 5
Intake & pega fast start
Creating andupgrading dev
Creating andupgrading UAT
Creating andupgrading PAT
Support pega 6
Productionmigration
Upgrade approach
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• Out of place upgrade– Pega recommended upgrade approach– Least production downtime
• Creation of parallel environments– Continuation of production support in Pega6
• Creation of runbook which evolves through the entire upgrade lifecycle
Roadmap / Parallel development
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Pega7 Intake Copy Pega6 Upgrade Fixing
application
Regression 1 on new
TEST Retrofit from 6
Regression 2 on new
TEST
Chain/LST Test
GO Live in PROD
Pega6 SKIM Continue pilot support till the November release
Fixing application and continuation production support
• Test the major functionalities and make sure everything is still working• Refactor UI• Continuation of production support
First regression round • First regression on major functionalities
Retrofitting changes from Pega 6 • Changes that were made during continuation of production support were retrofitted
Second regression round and LST • A second regression round is planned to test the changes that were taken from Pega6 during the retrofit
Go Live • Plan your go live moment
Action Remarks
Skim, copy and upgrade • Major version skim of all rulesets. • Copy Pega6 schema to new database. Used as input for the upgrade script.• Perform the upgrade on a new development environment
Intake • Pega upgrade center does an intake based on a copy of our DB
Upgrading your UI
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• Prepare your team for UI changes– Have “UI configuration” enablement sessions
• Investigate the new UI features in Pega7• Explain to your team how to restyle a section from Pega6 to Pega7• Update deprecated controls button• Update smart layouts to dynamic layouts• Remove any custom UI
• Business envolvement
Upgrade satisfaction
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User Interface • The user interface of the application is more clear to users, more structured and more state-of-the-art. • The new user interface designs are much easier in communication with the business stakeholders.• More OOTB components are used, such as references to the recent cases and the notes functionality.
The case flow is visual on the screen.
Case Design• The new case design tool helps the analyst and business in structuring their thoughts.• It can be used both iteratively and visual, where the “Run” button allows immediate execution and
evaluation of the flow which is under construction. • Using the tool in collaboration with the business, improves business and IT alignment.
Development experience• Since our migration to Pega 7.1 we started the design the so-called Application Services, based on the
Pega’s Data Pages feature. • Now that our Pega landscape has a common foundation, based on Pega 7.1, more reuse across
Rabobank’s pega projects is possible.• The stage design is a very good starting point to find the implementation of the created functionality. It
allows for easy down-drilling to the process details.
Do’s & dont’s
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• Convince stakeholders of the benefit of upgrading• Plan, Plan, Plan• Plan the delivery of your environments• Dedicated team in one location• Don’t forget to test the migration of your inflight cases (issues
may arise from this)• Make sure to create a runbook• Involve end users as soon as possible and get there feedback
on the UI changes. Get their support!
What’s driving the need to upgrade ?• Compelling industry events
– Security, security, security
– IE8 & IE9 retired in Jan 2016
– PRPC 5.x & 6.x are not supportable on IE11
• Industry trends & Pega7 benefits
– Co-browse, Mobility, Chat, NBA
– Standardized modern UI
– Fast efficient user & developer experience
– Pega 7.2 = Cloud native platform
Upgrade Vs Rebuild
• It’s OK to rebuild Pega with Pega
• Don’t carry old debt
• Upgrade the business not just the software
• Chordiant mash-up provides gradual transition
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
PegaWORKS
PRPC 6.xPRPC 5.x
PRPC 4.x
Chordiant Products
REBUILD UPGRADE UPDATECHECK
The 1990’s in 2016!
• After lots of hacking, this will “almost” work• The UI is a bit of a challenge• Makes for an interesting support case !
Upgrade or Rebuild – Heat Map
Other Factors
• Black Box = common combos
• Platform 1st built on
• Guardrails / Custom Code
• Business process complexity
• Application Integration
• Work Data volume
Levels of UpgradeTolerance
• Infrastructure Upgrade
• Pega platform and strategic
apps upgraded to latest v7
• Applications retrofitted
• Cross-browser development
environment
• Split schema and better
performance
• Parallel development ability
• Ready for HTML5 conversion
• Dev / Test baseline
• Not suitable for Production
Compliance
• Full cross-browser support
• Standards Mode
• Replace deprecated controls• Refit end-user portals
• Reusable effort• Partial Accessibility
• Can go to production
• Application maintenance is easy
Enhancement• Federated case management
• Stage-based case management
• Mobile readiness
• Decisioning and Analytics
• Social integration
• Upgrade business functionality
• Responsive UI conversion
• Next-gen UI capabilities
• Mobile Ready
• Full Accessibility
Level 1 Level 2
How to Estimate your upgrade?
• Development Efforts
• Infrastructure Efforts
• Regression Testing
• Route to Live Efforts
• Performance/UAT Testing Efforts
Pega 7 Platform Upgrade
Pega Applications/ Industry Solutions Upgrade
Productivity Solutions Upgrade
Pega7 Upgrade Process
Recommended Upgrade Approach
PRPC 6.x Temporary DB
PRPC 6.x Upgrade WindowPega7 App Up &
RunningMulti Channel Support
“Out-of-Place” Upgrade (Split Schema)
User Interface Impact Areas
Work Area
DeprecatedControls
Embedded List View
Custom HTML
Fixed Portals
Custom Controls
Deprecated layouts
Pega 7 Platform Upgrade
Pega Applications/ Industry Solutions Upgrade
Productivity Solutions Upgrade
Pega7 Upgrade Process
Pega 7 Platform Upgrade
Pega Applications/ Industry Solutions Upgrade
Productivity Solutions Upgrade
Pega7 Upgrade Process
Productivity Solutions Upgrade
• Business Intelligence Exchange (BIX)
• Pega Predictive Diagnostic Cloud (PDC)
• Accessibility Framework
• Pega Web Mashup (IAC)
• Project Management Framework (PMF)
• Autonomic Event Services (AES)
Pega 7 Platform Upgrade
Pega Applications/ Industry Solutions Upgrade
Productivity Solutions Upgrade
Pega7 Upgrade Process
Route to Live
PegaRULES
PegaDATA
QA
PegaRULES
PegaDATA
Pre Prod
PegaRULES
PegaDATA
Production
Pega 6 Route to Live
PegaRULES
QA
PegaRULES
Pre Prod
PegaRULES
Production
Development
PegaRULES
PegaDATA
Dev
PegaRULES
Golden Copy of Rules Schema
R-A-P for Upgrade issues/defect fixes
Route to Live Strategy (Lift & Shift Approach)
Clone 6.x QA schema as PegaDATA schemaMove Golden
Copy of Rules Schema
Import R-A-P of upgrade fixes
Data Only Upgrade/Framework Import
Data Only Upgrade/Framework Import
Data Only Upgrade/Framework ImportPegaDATA
Move Golden Copy of Rules Schema
Import R-A-P of upgrade fixes
Move Golden Copy of Rules Schema
Import R-A-P of upgrade fixes
Clone 6.x Pre Prod schema as PegaDATA schema
Note: Take a backup of Production & Delegation rules before Data upgrade and reimport them after upgrade
Simplifying Upgrade Process – Tools and Utilities
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Planning & Estimation Tools
• Upgrade Effort Estimator• Pre-Upgrade Environment
Scanner
• Data Migration Helper
System Management Tools UI Upgrade Tools
• Bulk Revalidate & Save
• Upgrading Custom Work Tables
• List view / Summary View to Report Definition
• Overridden Rule Report
• Schema / Table Hardcoding Report
• Bulk Upgrade of UI Rules• Freeform to Dynamic layout
conversion
• Inline Styles Report
• Embedded List view to Repeating Grid conversion
Note: These are community Tools developed by Pega ECS but not officially supported
Stay Current - Pega 7 Updates• 2-3 months interval• Packaged into new Distribution Kit (Update Kit)• Contains fixes and new features• Zero downtime updates with High Availability• Consider Updating Pega Applications
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