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NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Agenda
01 Upgrade Strategy
03 Methodology
06 PeopleTools 8.55
07 Case Study
Application Upgrade Strategy
C2I Upgrade (Current to Improve) C2E Upgrade (Current to Excel)
Applicable if Applicable if
The Upgrade is driven by technology/product The Upgrade is driven by business
Elimination of Customization is the primary
Strategize
support
Most of the customizations are relevant to the objective
current business need You want to redefine the application usage and
Leveraging new features is not an immediate need leverage the new features to the full extent
Synergize
Shorter duration compared to C2E Upgrade Longer duration, minimum of 30% over C2I
Minimal involvement from business/SME Upgrade
A high level assessment Additional involvement from business/SME
Detailed upgrade assessment
A strong commitment from Top Management
What you get
Completion of upgrade in a shorter duration
Minimal training effort compared to C2E upgrade What you get
95% of the customizations are available after Reduce the future upgrade cost by moving towards
upgrade Vanilla
Reduce the maintenance cost by dropping
customizations
Increased ROI by using industry best practices
PeopleSoft v9.2 Upgrade Experience Sample List
One of the World's Principal Humanitarian Agencies 9.0 to 9.2 HCM / FSCM Europe
A Mobile and Internet based Commercial Bank in the United
9.1 to 9.2 HCM Europe
Kingdom owned by UKs largest super market
Largest General Insurer 9.0 to 9.2 HCM Singapore
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
PeopleSoft Upgrade Tools
Hex Upgrade Applicable
Objective/ Benefits Approach
Accelerators Upgrade Phase
Prepare a detailed Customization Inventory Identify the Customized Objects,
Module wise compare report for easy tracking and testing Perform a detailed Impact Assessment/
Complexity report for objects based on impact on Upgrade Analysis, Prepare a Summary and Development
a detailed Report
Better control on object level keep/drop decisions
Gives readable text of AE programs for retrofit analysis/
tracking program execution
Faster analysis of AE programs during errors (40% savings in Extract relevant App Engine &
Technical
effort) order it according to sequence of
Upgrade
execution
Prevents accidental changes to AE programs during analysis
Helps DBAs in tuning based on large tables
Prevents Data Conversion failure during execution
Reports the Pre Image and Post Image of fixed SQLs for Identify the Impacted SQLs of
reference Technical
Conversion Scripts and Modify
AE Retrofitter Upgrade
Prevents omissions in code correction the SQLs to avoid the Failure
Reduction in rework effort by 80%
Identify tables, which are not in
sync with Database and generate
report. Technical
Prevent View Failure due to column order mismatch
Upgrade
Alter those tables to synchronize
the columns
PeopleSoft Upgrade Tools
Hex Upgrade Applicable
Objective/ Benefits Approach
Accelerators Upgrade Phase
Avoiding database errors related to insufficient extents Analyze all existing table Technical
spaces Upgrade
Estimate the extra space required for the table space
Table space
Easy readable report identifying table spaces which need attention Report the big tables, free
Reporter
extra data file or Resize current data file space availability and
estimated space requirement
Reduction in analysis/ rework effort by 80% for each environment
Minimize the run time of Alter Scripts Split the Alter Scripts to have Technical
it run in parallel and in an Upgrade Test
One of the key steps in cut over window optimization (minimum of
Scripter Moves/ Go Live
20% reduction in cut over window) optimized mode
Fixes up 80% the broken queries Opens up the queries in user Technical
mode for retrofitting Upgrade -
Query Development
Retrofitter Will give a list of queries
which needs manual
intervention
Ready to use template to capture preparation tasks for Go-Live like Start filling data based on Mock Cutover /
communication , actual upgrade tasks & post upgrade setup and test moves and include tasks Go-Live
Go Live
Checklist post Go-Live stabilization tasks. during project timeline
Test checklist effectiveness
during mock cutover
Probe Tool - Module wise Customization
Report
Probe Features
Perform Analysis of Customers System using
Tools Metadata
Business Benefits
Training /
Production COP Data Development / High Quality Data is
Masking Test Database with available in
masked and sub- Development and Test
set of data Environments
Data Integrity is
retained
Adherence to data
privacy legislations
Upgrade Methodology
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Methodology
Hexaware Client
Activity PM TC FC US PM TL FL DBA
Project Planning R PA PA PA R PA (30%) PA (30%) PA (10%)
Environment Study and
R P R P (10%)
Planning
Functional & Customization
R P P R PA (30%) PA (30%)
Study
Conduct Fit-Gap Analysis R P P R PA (30%) PA (30%)
Hexaware Client
Activity PM TC FC US PM TL FL DBA
Prepare and Finalize
Functional Design R P R PA (20%)
Documents
Prepare and Finalize
Technical Design R P R PA (20%)
Documents
Prepare Test Strategy &
R P P R PA (10%) PA (10%)
Plan
Configure Application
Configured Application PeopleSoft Application
Hexaware Client
Activity PM TC FC US PM TL FL DBA
Configure Application R P P R PA (10%) PA (10%)
Hexaware Client
Activity PM TC FC US PM TL FL DBA
Perform Upgrade Mock
R P P P R PA (30%) PA (30%) PA (10%)
Run
Perform Final Move
R P P P R PA (30%) PA (30%) PA (10%)
Cutover to Production
Provide Post Production
R P P P R PA (30%) PA (30%) PA (10%)
Support
Project Team
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Delivery Model - PUM
Cumulative Images
Application Releases
PUM Image - 2
PUM Image - 1
PUM image
PRP Update
Package
All updates are rolled into next
Image
PUM - Benefits
Tailored Custom Package
Only one Change Package to be applied
Streamlined Process
Patch on your Schedule
Find specific fixes
Automatically includes dependencies
Reduce Manual steps for patching
PeopleSoft Update Image
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Peoplesoft UI Evolution
1994
1997
2000
2002
Fluid Interface
PeopleSoft application fluid pages scale gracefully from large screen devices such as laptops and
desktops down to the reduced viewing space of tablets and smartphones
The PeopleSoft Fluid User Interface moves away from pixel-perfect page layout and provides greater
flexibility with the enhanced use of cascading style sheets ,HTML5, and JavaScript
WorkCentre pages are intuitive and can be designed and targeted based on the various needs
of multiple business roles
PeopleSoft Work Center simplifies the process and reduce the time and effort it takes to
perform a business process
Benefits enrollment.
A life change event, such as a marriage or the birth of a child.
System or feature configuration
Life Events Activity Guide
Pivot Grid
Pivot Grid supports operational dashboard reporting within the PeopleTools framework to
provide a pivot table and chart representation of data using PSQuery data source.
Using Pivot Grid, users can view data in these different visualizations:
o Grid only : Users are able to view the operational reporting data in a grid, where data pivoting,
slicing, and dicing is possible
o Chart only : Users are able to view the operational reporting data in a chart.
o Grid and chart : Users are able to view the operational reporting data in both a grid and a chart.
The data between the grid and the chart is synchronized for an accurate view
Pivot Grids
Pivot Grids
PeopleSoft Test Framework
PTF EDITOR
PTF EXPLORER
Benefits of PTF
Automated testing
Functional testing
Speeds testing
Easy to migrate
PTF Test Cases Repository
Hexaware Co-developed 40,000+ PTF scripts with Oracle for PeopleSoft v9.2
CFM - BILLING 238
HCM EX_Payroll_GL (9.1 & 9.2) 83 Only company
FSCM CFM - eBill Payment 30
5306 Test Scenarios FMS_OTC92(Order To Cash) 59 partnered with Oracle
4027 Test Scenarios CFM - Order Management 304
in PTF Test
17189 Reusable Test cases 20532 Reusable Test cases
FMS_PTC92(Propose To Credit) 39
MGIN - Cost Management 22
261 Reusable Test Libraries MGIN - Inventory 350 FMS_PTP92(Procure To Pay) 66 Development and has
75 Reusable Test Libraries SCP - Supply Planning 286 FMS_STC92(Service To got 10K+ PTF Shell
46
Contract)
SRM - eProcurement 576 Test and 40K+ PTF
Payroll_GL (Payroll to GL) (9.2
SRM - Purchasing 365 41 Test Scripts
& 9.1)
ELM
SRM - Services Procurement 110 FMS & SCM Integrations 91
975 Test Scenarios SRM - Strategic Sourcing 132
End to End Flows 122
2675 Reusable Test cases SRM - Supplier Contract Manage 117
20 Reusable Test Libraries
Why PTF
PS 9.2 Upgrade
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Added/Changed Product Support
JRE 1.7 NA
COBOL Net Express 5.1 WP11 NA
Server Express 5.1 WP11
IBM Enterprise COBOL for z/OS 5.2
PeopleSoft CDA
Fluidic User Experience PeopleSoft ACM
Application Designer INFRASTRUCT Push Notification to Android or iOS devices
Component Interface DEVELOPMENT URE PeopleSoft Health Center
New Log Analyzer Utility for App Security - SHA-2 | Multi factor authentication | Cloud
Engine
Fluidic UI | CDA |
App Designer PeopleTools | File attach.
Health Center
Discontinued Support
Crystal Reports not supported from 8.55
Sybase and Informix database platforms
not supported from 8.55
Case Study
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016
Case Study 1: Leading distributor of Natural Gas
PeopleSoft HCM & FSCM 9.2 Upgrade
Key Challenges
About the Client Big Bang Go Live Approach of all the projects identified in the
Scope. Detailed planning of individual tasks helped develop a
Client is one of USs preeminent distributors of natural gas, their
contingency plan for this.
business engagements consist of natural gas distribution operations,
wholesale services and energy investments.
Controlling Scope and finalizing the most visible functionalities
like Portal Look and feel, Manager Dashboard, Self service
functionalities etc. were initially a challenge.
Engagement Details
Making the environment(s) available to the employees outside
Project Execution Model - Onsite-Offshore the network was also a technical challenge.
Project Duration 12 months T&L Timesheet customization issue
Team Size 52 Direct Line Reports Pagelet population
Technical Environment Project Scope
PeopleSoft 8.9 HCM, PeopleSoft 8.9 Fin, PeopleSoft 9.0 ELM and PeopleSoft HCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)
PeopleSoft 9.0 Portal environnements. Core HR, Ben Admin, Base Ben, Time & Labor, NA Payroll,
Oracle Solaris System to host the applications. eBenefits, eCompensation, ePay, ePerformance and
eProfile
Business Benefits PeopleSoft FSCM Upgrade from 8.9 to 9.2 Version (8.53 Tools)
Single Portal for employees, managers etc., and accessibility to the Asset Management, Inventory, Billing, Cash Management,
details through Unified Navigation. Contracts, Expenses, eBill, eProcurement, General Ledger,
Ability of employees to access the system outside the network was Accounts Payable, Project Costing, Purchasing, Accounts
widely recognized. Receivable, Resource Management and Supply Planning
Automated work flow approvals, guided navigations through work PeopleSoft ELM Tools Upgrade from 8.50 to 8.53 Version.
centers to achieve tasks etc., were received well with the users. PeopleSoft 9.1 Portal Re-Implementation.
Custom developed contents that helped users perform specific Oracle Upgrade from 10g to 11i.
tasks like enrolling to benefits etc., were very user friendly. Only Technical support provided for all the above mentioned
activities.
Case Study 2: Leading Hospital in California -
PeopleSoft FSCM & HCM 9.2 Upgrade
Email : vishalr@hexaware.com
NEW ENGLAND JOINT ORACLE USER GROUP MEETING November 17, 2016