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Transcript of Peoplesoft 9.0 Upgrade Case study using “No code freeze ...psdbs.com/pdf/methodology.pdf ·...
Peoplesoft 9.0 Upgrade Case study using
“No code freeze” methodology
PSDB Solutions Inc.
Raghav Pujari
Email : [email protected]
David Samadi
Email : [email protected]
Session # 8527
© PSDB Solutions Inc. 2
Who we are ?
PSDB Solutions Inc.
• Established in 2004, located in Alpharetta GA.
• Engaged in providing consulting services :
o PeopleSoft HCM/FSCM Upgrade
o PeopleSoft HCM/FSCM New Implementation
o Oracle Database Administration
o Oracle/PeopleSoft Production Support
o Monitoring and Performance Tuning
o Platform migration services
• We have built a toolkit of methodology, procedures and scripts that streamlines and
automate PeopleSoft Implementation/ Upgrade Projects and Service Operations.
© PSDB Solutions Inc. 3
Who we are ?
Raghav Pujari
• 20+ years of IT experience prominently in Oracle Technology, Infrastructure Project
Management, PeopleSoft Architecture, Production Support, Performance Tuning
• Oracle 7.x, 8.x, 9.x, 10g Certified Professional (OCP – DBA Track)
• Area of expertise Hands-on : Infrastructure Architect, Oracle DBA, PeopleSoft
Admin, Upgrade Specialist, System Administrator, Security Administrator etc.
• Performed multiple Oracle PeopleSoft HR/ Finance major upgrades and platform
migration projects, New Implementation, Hosted Environment Support and
Management
• Area of expertise : Performance tuning, Performance/Load Testing, Unix Shell
scripting, PeopleSoft Installation/ Configuration
© PSDB Solutions Inc. 4
Who we are ?
David Samadi
• 25+ years of IT that include 20 years of PeopleSoft HRMS/HCM, FSCM
• Area of expertise Hands-on : Project Management, New Implementation, Upgrade,
Data Conversion, Security Architect , Production Support, Training and Tuning
• Functional expertise HCM : Core HR, Payroll, Global Payroll, Base Benefits, Benefit
Admin., Time & Labor, Recruiting/TAM, Absence Management, eProfile,
ePerformance, ELM, ePay, eCompensation etc.
• Functional expertise FSCM : Asset Management, GL, Project Costing, AP, AR, PO,
Employee Expense
• Technical Expertise Peopletools : SQR, Cobol, Peoplecode, Component Interface,
Portal, Security, Application Engine, Datamover, Integration Broker etc.
© PSDB Solutions Inc. 5
About Upgrade Case Study
• Scope included upgrade of PeopleSoft HRMS 8.8 to HCM 9.0
• Heavily Customized PeopleSoft HRMS 8.8 System
• PeopleSoft Modules :
• Number of Active users @ 35,000 and 3000 concurrent users
• Due to nature of customizations and very complex Business Process requiring
frequent changes to the system so code freeze over 2 weeks was imposible
Core HR Including PAR eProfile
Benefit Admin eBenefits
Payroll for NA eCompensation, ePay
Absence Management ePerformance
Time & Labor eTime
Position Management eRecruit/ Candidate Gateway
© PSDB Solutions Inc. 6
PeopleSoft Upgrade Challenges
Assess Plan Execute Maintain
• Business Drivers
• Impact Analysis
• Architecture
• New Functionality
• Estimate Budget
• Allocate resources
• Functional Fit/Gap
• Technical Fit/Gap
• Define Scope
• Customizations
• Upgrade passes
• Data Conversion
• QA/Testing
• External Interfaces
• Critical issue
• Support period
• Change
Management
• HR 8.8 de-support
• Agreement on new
functionality in 9.0
• Required Access
• No documentation
• Code Freeze not an
option
• Business users
were not receptive
to new changes
• Manual Fit/Gap
• Variable scope
• Identify used
customization
• Data Archival
• Verify Data
Conversion
• Scope of QA
• Testing Interfaces
• Prioritizing critical
issues
• Fix vs.
Enhancement
• Managing
Post-go-live
Changes
© PSDB Solutions Inc. 7
SourceNew Release
Demo
Copy of
Production
0
Upgraded
Copy of
Production
1
Target
Initial PassCopy of
Production
1
Source
Target
Test Move Pass
1
Upgraded
Copy of
Production
2
Copy of
Production
2
Upgraded
Copy of
Production
3
Source
Target
Test Move Pass
2
. . . . . Repeat until Final Move to Production
Upgrade PassesAs per Oracle Documentation
Courtesy - Oracle Getting Started on Your PeopleSoft Upgrade Document
© PSDB Solutions Inc. 8
How Test Move works ?
System
Catalog Tables
Peopletools
Tables
Application
Tables
Upgraded Copy of
Production 0
System
Catalog Tables
Peopletools
Tables
Application
Tables
New Copy of
Production 1
System
Catalog Tables
Peopletools
Tables
Application
Tables
Upgraded Copy of
Production 1
2. Export/Import Peopletools System Tables
3. Export/ Import System Setup Data
1. Prepare database for Tools Upgrade
4. Perform remaining steps in Peopletools Upgrade
5. Apply Application Changes
6. Build New Objects
7. Perform Application Data Conversion
8. Complete remaining Application Upgrade Steps
© PSDB Solutions Inc. 9
Challenges in Test Move
Security Objects
User Queries & Tree
Process & Job
Definition
Process & Job
Definition
Code Changes
Status before Upgrade :
Current Date
Security Objects
User Queries & Tree
Process & Job
Definition
Process & Job
Definition
Code Changes
Status after Upgrade :
Moved back in time
© PSDB Solutions Inc. 10
Pros & Cons of Traditional Methodology
Pros Cons
© PSDB Solutions Inc. 11
No Code Freeze Methodology
Initial Pass
Template
Test Move Pass
Template
Hybrid Pass
Template
Custom Steps
No Code Freeze
Methodology
Post Upgrade
Template
© PSDB Solutions Inc. 12
Pros & Cons of No-Code Freeze Methodology
Pros Cons
© PSDB Solutions Inc. 13
Clone
Compare
UPGHCMCopy of Prod
PeopleTools Upgrade
No Code Freeze Methodology - First Pass
UPGDELTA1Tools Upgraded
HCMDEMONew Release 9.x
UPGHCMTools Upgraded
Identify/Preserve
Customizations
Copy Upgrade Project
Do Application Upgrade
Clone
UPGHCMUpgraded
UPGDEVDevelopment
App. Setup Data
UPGTSTMerge Master Project
App. Setup Data
UPGGOLDMaster Project
App. Setup Data
Development
Unit Testing
QA/ Testing
Clone
Validate Master Project
Copy
Analyze Upgrade Timing Report
and
Tune/Automate upgrade steps
Apply Customizations
© PSDB Solutions Inc. 14
Clone
Compare
UPGHCMCopy of Prod
PeopleTools Upgrade
No Code Freeze Methodology - Second Pass
UPGDELTA2Tools Upgraded
HCMDEMONew Release 9.x
UPGHCMTools Upgraded
Copy Upgrade Project
Do Application Upgrade
Clone
UPGHCMUpgraded
UPGDEV
UPGTSTMerge Master Project
App. Setup Data
UPGGOLDMaster Project
App. Setup Data
Development
Unit Testing
QA/ Testing
Validate Master Project
Copy
UPGDELTA1Tools Upgraded
First Pass
Analyze and Identify
Delta Customizations
Migrate Delta Changes
Run Post Upgrade Template
Analyze Upgrade Timing Report and
Tune/Automate upgrade steps
Clone
© PSDB Solutions Inc. 15
Clone
Compare
UPGHCMCopy of Prod
PeopleTools Upgrade
No Code Freeze Methodology - Third Pass
UPGDELTA1Tools Upgraded
HCMDEMONew Release 9.x
UPGHCMTools Upgraded
Copy Upgrade Project
Do Application Upgrade
Clone
UPGHCMUpgraded
UPGDEV
UPGTSTMerge Master Project
App. Setup Data
UPGGOLDMaster Project
App. Setup Data
Development
Unit Testing
QA/ Testing
Validate Master Project
Copy
UPGDELTA2Tools Upgraded
First Pass
Analyze and Identify
Delta Customizations
Migrate Delta Changes
Run Post Upgrade Template
Analyze Upgrade Timing Report and
Tune/Automate upgrade steps
© PSDB Solutions Inc. 16
Fine Tuning Hybrid Template
Clean Unwanted Scripts
Automate Manual Steps
Identified long running steps and
tuned them
Run Steps in Parallel
Include steps from Test Move
Template
© PSDB Solutions Inc. 17
Create Post Upgrade Template
Run Steps in Parallel
Import Setup Tables
Final Audit steps from delivered
Template
Copy Customizations
Run Data Fixes/ SQL Scripts
© PSDB Solutions Inc. 18
Customizations Review Made Easy
• Customization Statistics are generated for following criteria
along with comparison with HR 8.8 release statistics
• Total Object Count
• Total Customization Count
• Total Bolt-on Customization count
• Total Embedded (Overlapping) Customization Count
• % of Embedded Customization
• Detailed Customization Report prepared for following criteria
using scripts in excel spreadsheet
• Detailed Customization List for each Peoplesoft Object
• Retired and Dropped Customization
• Retired and Overwritten Customization
© PSDB Solutions Inc. 19
Customization Analysis Report
© PSDB Solutions Inc. 20
Project Conclusion
No Code Freeze for entire duration of the project
Run Both Hybrid & Post Upgrade Template in 48 hours
No issues related toSecurity
No need for dual development Missed some custom objects due to developer error
© PSDB Solutions Inc. 21
Summary
• Discussed case study about upgrade of PeopleSoft HRMS 8.8 to HCM 9.0
• It was complex application using most modules in PeopleSoft and heavily
customized
• We faced unique challenges in all 4 phases of the upgrade project
• Oracle delivered method requires code freeze or track any changes to Peopletools
objects
• We developed “No Code freeze” methodology using Hybrid Template and Post
Upgrade Tasks Template
• Using this methodology we were able to complete upgrade go-live well within
production downtime window
• We used custom developed script to validate customizations
• This methodology is best suited for Organizations that PeopleSoft system is heavily
customized with very complex business processes and cannot freeze code long
period of time
© PSDB Solutions Inc. 22
Questions ?
© PSDB Solutions Inc. 23
Appendix A – List of objects replaced in Test Move
Peopletools System Tables System Setup Data
• Peopletools Security Tables
Userid, Roles, Permission Lists
• Records & Indexes
• Fields, Field Format & Translate Values
• including Pages, Components & Menus
• Queries & Tree DEPT Tree
• Business Processes, Activities
• Process Definitions, Process Jobs
• Process Recurrence & Process Control
• SQL & File Layout Definition
• App. Engine Process/ Sections
• Message Nodes, Message Channel
• App. Messaging Tables
• Portal Definitions
• Application Packages
• XML Publisher Tables
• Message Catalog Tables
• COBOL Stored Statements
• EDI Tables
• Strings Tables
• Mass Change Tables
• Verity Based Indexes
• Setup Manager Tables
• Optimization Model Tables
• Integration Broker Schema Tables
• Enterprise Portal Content Registry
Project Definition
© PSDB Solutions Inc. 24
Appendix B - Change Assistant Screen Shots
Automate Manual Step – Task 2-1: Verifying Upgrade User
© PSDB Solutions Inc. 25
Appendix B - Change Assistant Screen Shots
Automate Manual Step – Task 2-20-15: Generating Oracle Conversion Scripts