PeopleSoft Upgrade Best Practices NorCal Oracle Applications User Group

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PeopleSoft Upgrade Best PracticesNorCal Oracle
Applications User Group

• 17-Jan-2008

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Presentation Agenda
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• Overview of New Product Release
• Why Upgrade?
• Common Upgrade Challenges
• Top 10 Best Practices in Upgrade

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Overview of New Product Releases
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Applications UnlimitedUnique, customer focused
strategy
EBS 12
EBS 12.1
EBS 12.x
Enterprise 9.0
Enterprise 9.1
Enterprise 9.x
EnterpriseOne 8.12
World A9.1
EnterpriseOne 9.0
World A9.x
Siebel 8
Siebel 8.1
Siebel 8.2
FUSION
Customers continue to get innovation in existing
releases and choose when they are ready to move
to next generation technology.
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Oracle Application Releases
New Release
SiebelEnterprise CRM
Version 8
Version 7.8
PeopleSoftEnterprise
Version 9
Version 8.9
JD EdwardsEnterpriseOne
Version 8.12
Version 8.11
JD EdwardsWorld
VersionA7.3 A8.1
Version A9.1
OracleE-Business Suite
Version 12
Version 11i.10
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Oracles Applications StrategyApplications
Unlimited For PeopleSoft Enterprise

• Oracles plan to continue providing ongoing
  enhancements to current Oracle applications
  beyond the delivery of Oracle Fusion Applications

Latest Release
Next Release
Version 9.1
Version 9.0
Unlimited
Unlimited
Applications Unlimited has NO impact on the
targeted delivery dates for Oracle Fusion
applications
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PeopleSoft Enterprise 9.0 - Release Date
12/15/2006

• Major Features
• Enhanced dashboard and decision making
  capabilities
• Talent management
• Streamlined reporting
• Extended web services capability
• Cross application business processes

For more information http//www.oracle.com/applic
ations/peoplesoft-enterprise-release-9.html
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PeopleSoft Enterprise 9.0The Extended Value
Release

• Extend Value Using Next Generation Technology
• Easily integrate PeopleSoft functionality to
  other applications using Web services
• Reduce the cost and complexity of managing
  cross-application business processes via BPEL and
  integration with Oracle BPEL Process Manager
• Simplify reporting by taking advantage of Oracle
  XML Publisher
• Deliver Best-in-Class Business Processes
• Improve key business processes with greater
  horizontal functionality from customer driven
  enhancements
• Leverage deeper vertical functionality delivered
  by industry driven enhancements
• Execute comprehensive end-to-end business
  processes through tighter module coupling
• Drive A Superior Ownership Experience
• Improve efficiency and productivity with
  streamlined business processes
• Increase user performance through improved
  usability and a better end-user experience
• Reduce operating costs by using enhanced
  application management tools

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Why Upgrade?
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Why do You Want to Upgrade?

• Provides access to new functionality and software
  applications that can help keep your organization
  well positioned to meet your business objectives
• Leverage new and advanced functionality
  out-of-the-box solution with lower maintenance
• Facilitates regulatory compliance at a lower cost
  through retiring customizations
• Be able to implement new modules to manage
  additional business processes
• Allows you to leverage the latest usability
  enhancements

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Potential Challenges
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Business Challenges in an Upgrade Project

• Lack of executive sponsorship - treated as a
  technology project
• Lack of organizational alignment among leaders
• Inadequate process analysis of human impacts of
  the new technology
• Failure to motivate and involve users
• Lack of sufficient user training for them to
  adopt to the new processes
• Inadequate timeframes to deploy

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Technical Challenges in an Upgrade Project

• Evaluation of old customizations to leverage new
  features
• Determination of sufficient Testing methodology
  and risk management
• Relevant Integrations Points
• Impact and Updates to User Interface
• Preservation, back-up, and cleaning of data
  conversion
• Considerations for Scalability tuning

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Oracle Consulting - Upgrade Best Practice
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Oracle Consulting Services- Top 10 Upgrade Best
Practices

• Determine Your Upgrade Path
• More recent releases have a direct upgrade path
  to the latest release
• Treat Your Upgrade Activity as a Formal Company
  Project
• Structured approach for managing the tasks,
  resolving issues, and measuring progress is
  critical. Build a team with broad, comprehensive
  skills
• Prepare the Organization
• Proactively engage stakeholders to help prepare
  for the project and the changes that will be
  experienced once deployed
• Understand and Mitigate Project Risks
• Specific mitigation plans should be developed for
  high probability, high impact risks
• Inventory Your System
• Examine current business requirements and
  Inventory modifications and determine what is
  still needed

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Oracle Consulting Services- Top 10 Upgrade Best
Practices

• Plan for Upgrade Architecture
• Accurate sizing information will help guide
  decisions to reuse existing hardware and
  resources
• Identify Custom Code and Scripting
• Identified customized interfaces, forms, and
  reports that will require additional testing
  through the upgrade process
• Optimize Training Processes
• Ensure project and support teams are proficient
  in the new technology
• Train users at an optimal timeframe will help
  resolve most issues early. Most users prefer
  training proximate to going live on the new
  system
• Secure User Buy-In
• End users must have good information about how
  the resulting solution will impact their roles,
  whether the changes are functional, user
  interface, or technical in nature
• Go Live
• Go live checklist created earlier in the upgrade
  process should be leveraged to verify that the
  success criteria have been achieved
• Set up sufficient support mechanisms to optimize
  early rollout experience

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Nine Steps of the Technical Upgrade

• Plan the Upgrade
• Prepare Copy of Production Database
• Install New Release
• Upgrade PeopleTools
• Run and Review Compare Reports
• Apply Application Changes
• Complete Production Copy
• Test the Upgrade
• Move into Production

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Plan the Upgrade

• Acquire information
• Review PeopleSoft Upgrade home page on Customer
  Connection web site.
• Review Applying Updates and Fixes Required for
  Upgrade on Customer Connection web site.
• Assess hardware and software requirements.
• Validate platform certifications.
• Review documentation (e.g., release notes, white
  papers).

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Plan the Upgrade

• Identify team roles and responsibilities.
• Develop preliminary project plan.
• Make functional default decisions for the upgrade
  (See Upgrade Instructions, Chapter 2.)
• Learn the technical upgrade process.

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Technical Upgrade Process
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Prepare Copy of Production Database

• Run audit reports
• DDDAUDIT
• SYSAUDIT
• Alter Audit
• Apply Upgrade Options (UPGOPT) project.
• Update statistics.
• Download and apply required-for-upgrade fixes.
• Freeze PeopleTools.

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Install New Release

• PeopleSoft 9 demo database
• PeopleSoft 9 DMO database.
• PIA environment.
• Upgrade Assistant
• Automates upgrade tasks.
• Ties upgrade tasks to upgrade documentation.
• Delivers biggest benefit during test move and
  final move to production phases.

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Upgrade PeopleTools

• Update PeopleTools tables.
• Load base data, messages, currency code data, and
  SQR string data.
• Export and copy PeopleTools projects.
• Convert PeopleCode to Unicode format.
• Convert fieldnames.
• Renames fields with symbol and more.

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Upgrade PeopleTools

• Update user security.
• Configure upgrade environment.
• Convert PeopleTools objects.
• Perform vanilla compare.

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Run and Review Compare Reports

• Run upgrade compare reports.
• Written in C and run through Application
  Designer.
• 50 comparable objects available.
• Review compare reports.
• Viewable and printable from Application
  Designer.
• Override upgrade compares.

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Apply Application Changes

• Run upgrade copy.
• Generate and execute SQL scripts.
• Run data conversion.
• Application engine.
• Restartable.
• Improved traces.
• Performance enhancements.
• Use SQL to alter tables with deletes.
• Create views.

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Complete Production Copy

• Convert panels to pages iConv.
• Set up menu security.
• Run audit reports.
• DDDAUDIT
• SYSAUDIT
• Alter Audit

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Test Upgrade

• Test, test and then test again.
• Follow previously developed testing strategy
• Unit
• System
• Integration
• Parallel
• Performance
• User acceptance
• Regression
• Test security.

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Move into Production

• Negotiate and plan for downtime.
• Give system owners time to review before GA.
• Plan for contingencies.
• Easiest part of the upgrade ...

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• Questions??

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