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Upgrade from 8'x to 9'0

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Title: Upgrade from 8'x to 9'0


1
Upgrade from 8.x to 9.0
Upgrade from 8.x to 9.0
2
Speaker
I AM NOT . . .
. . . BUT I AM
  • 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 havent 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.

3
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

4
SMR Consulting Background
  • In Business Since 1995
  • 5 offices in the United States and 1 in Canada
  • Philadelphia
  • Orlando
  • Chicago
  • Dallas
  • San Francisco
  • Toronto (This is the one in Canada)
  • PeopleSoft Customer Since 2005
  • Purchased Entire HRMS Suite including
    eApplications
  • PeopleSoft/Oracle Partner

5
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?)

6
Why Upgrade to HCM 9.0?
  • New Improved Functionality
  • Employee Records Management,
  • Benefits,
  • Payroll, and
  • Employee Self-Service
  • Application Support Running Out
  • Performance Issues
  • Change of Platform
  • Keeping up with the Joneses?

7
Environment
  • All Dell Power Edge Servers (Raid 5)
  • Database
  • App, Web
  • File Server
  • Tuning
  • Oracle Database 10g
  • Windows 2003 Servers
  • Web Logic
  • Performance Tuning

8
Project Standards Administration
Projects 101 (Whos Methodology is it Anyway?)
9
Upgrade Planning Workshop
10
Project Standards and Administration
  • Change Management Plan
  • Communication Plan
  • Quality Control
  • Documentation and Archiving via a file
    server/share drive
  • Status Reports
  • Frequency, format, distribution.
  • Project Repository
  • Issues Resolutions Log
  • Change Management

11
Administration
  • Handling Issues
  • Log and track all project issues along with at
    least one possible resolution!
  • 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

12
Constraints Assumptions What To Consider
  • Technical environment
  • Business Processes (i.e. Open enrollment, etc.)
  • Other Company projects competing for resources
  • Scheduling
  • Resources prior commitments
  • Requested time-off or holiday
  • SME participation (local off-site)
  • Integration with other systems
  • Communication Training
  • Team Training
  • End-User Training

13
Gathering Information
  • All Upgrade Documentation is located on Customer
    Connection
  • Implement, Optimize Upgrade gt
  • Upgrade Guide gt
  • Upgrade Documentation and Software gt
  • Upgrade Documentation and Scripts

14
Functional Assessment Approach
  • Information gathering
  • Assess current use of applications and setup
  • Develop an inventory of customizations based on
    functional requirements
  • Challenge customizations
  • Does the business requirement still exist?
  • Is the functionality available in target release?
  • Can a business process change remove a
    customization?

15
Ancient PeopleSoft Proverb
  • Just because you can . . .

DONT
16
Functional Assessment Approach
  • Justify the customizations approved by core team
  • Provide 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 upgrades
  • Functional assessment drives the compare report
    analysis

17
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?
  • Complete draft project charter, plan and risk
    management plan
  • Complete tech environment prep activities
  • Schedule project team training
  • Schedule functional fit/gap
  • Download Upgrade Instructions and review Chapter
    1 Chapter 5

18
Administration
Project Team
19
Resources Skills Requirements
  • Project Sponsor
  • Creates upgrade team.
  • Provides team with resources.
  • Project Manager
  • Liaisons between technical and functional teams.
  • Understands upgrade methodology.
  • Manages day-to-day tasks.
  • Technical Upgrade Resource
  • Runs steps according to Upgrade Assistant.
  • 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)

20
Resources Skills Requirements
  • Updates and Fixes Lead
  • Develops strategy forapplying updates and
    fixesafter initial upgrade.
  • Ensures all environments are updated and fixes
    are current.
  • Testing Lead(s)
  • Develops and coordinates development of test
    scripts.
  • Manages testing effort.
  • PeopleSoft Certified Installer
  • Installs and configures PeopleSoft.
  • 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!

21
Resources Skills Requirements
Training Plan
22
Training Information
  • http//education.oracle.com

23
Training Development Challenge
  • Instructor-led training development time ? 401
  • Web-based training development time ? 2001
  • 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.

24
Project Team Functional Training
  • Instructor Led Class
  • Self-Paced Learning
  • (a.k.a. Seminars on Demand)
  • Release Notes
  • PeopleBooks
  • Prototype in a Demo environment

25
Half Way There!
26
Assessing your Technical Needs
Review Hardware Software Plans
27
Determine Technical Peripheral Upgrades
  • Are any software upgrades required?
  • OS
  • RDBMS
  • Cobol Compiler
  • Third Party Products (ie. Scheduling software)
  • Are any hardware upgrades required?
  • PeopleSoft Internet Architecture
  • Rollout via Intranet/Internet
  • Increase in user base
  • Parallel deployment of new functionality
  • Table Size Changes - Appendix available in
    Upgrade Instructions

28
Technical Preparation
  • Cleanup production before project begins
  • Clean SYSAUDIT, DDDAUDIT reports
  • Create and execute data integrity scripts

29
Technical Preparation (Cont.)
  • Validate or create a technical modification
    inventory
  • Batch objects
  • SQR, COBOL, Crystal, Application Engine, nVision
    Layouts, Queries, Unix scripts, JCL, Autosys,
    etc.
  • Online objects
  • Execute a vanilla compare to your current release
    DEMO
  • Prepare by getting these in place
  • Migration control and quality control procedures
  • Documentation standards and naming conventions
  • Issue tracking tool
  • Compare Reports Decision Matrix

30
Upgrade Overview
  • Enterprise Database Overview

31
Upgrade Overview
The Upgrade Process
Change Assistant
32
Upgrade Process Overview
33
1st Phase Initial Upgrade Pass
34
2nd Phase Test Move to Production
35
PeopleTools 8.4x Delta
  • Enhancements
  • Performance Monitor
  • PeopleSoft Data Archive Manager
  • Portal Navigation
  • Change Assistant

36
Tools of the Trade
  • Change Assistant
  • 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
  • PeopleTools 8.46
  • Merged with Upgrade Assistant to perform upgrades
    in addition to updates and fixes!

37
Change Assistant
38
Fix Application Process
2. Select Download
1. Discover Analyze
  • Find dependencies
  • Pre-requisites
  • Post-requisites
  • Translations
  • Re-analyze if needed
  • Download

What fits my system? Version, Applications,
Languages What do I need for regulatory
compliance? What is already applied? Review
documentation
3. Apply, Test and Deploy
Determine Order Apply to Demo Compare to Dev
Re-customize Re-package and re-install (3
times)
39
Fix Application Process
- Automated Activity using Change Assistant
2. Select Download
1. Discover Analyze
  • Find dependencies
  • Pre-requisites
  • Post-requisites
  • Translations
  • Re-analyze if needed
  • Download

What fits my system? Version, Applications,
Languages What do I need for regulatory
compliance? What is already applied? Review
documentation
3. Apply, Test and Deploy
Determine Order Apply to Demo Compare to Dev
Re-customize Re-package and re-install (3
times)
40
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

41
Reviewing Upgrade Reports
  • 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.
  • Gather documentation of your database
    modifications before reviewing these reports.
  • Review the Release Notes. These notes identify
    and explain object changes in the source
    database.
  • Upgrade reports can be intimidating until you
    understand what data you are looking for and how
    best to use it.

42
  • Tips Tricks

43
Tips and Tricks
  • All transaction cleanup in Chapter 1 should be
    completed and verified. Dont 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 issues
  • Popup blockers

44
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

45
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

46
Tips and Tricks (Cont.)
  • Security
  • Include security design/development/testing in
    your project plan and allow plenty of time for it
  • Dedicate one resource to security, if possible
  • Identify all external vendors at beginning of
    project
  • Additional Cost for Net Express v 4.5
  • Dont apply bundles right before testing
  • TEST, TEST, TEST

47
Tips and Tricks (Cont.)
  • Security
  • Dont 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)

48
Tips and Tricks (Cont.)
  • Best practices for managing Verity indexes
  • Chunk at the row level instead of applicant ID
    level
  • Make the segments individually restart-able
  • Storing resumes in the database does not equal
    better indexing performance (ftp is still used)
  • Dont rely on incremental indexes indefinitely
    a full index needs to be scheduled periodically
  • Now that verity is used for job postings, plan on
    communicating with your users that postings
    arent immediately live

49
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 as
  • Database Server
  • App Web Server
  • Report Server
  • File Server
  • Find out when PeopleSoft classes will be
    available prior to upgrade

50
Tips and Tricks (Cont.)
  • Archive your data prior to upgrade
  • Split up shift for data migration
  • Have patience

51
Thank You.Thank YouVery Much.
Upgrade from 8.x to 9.0
52
Questions
  • Contact Information
  • Michael Stutz
  • (888) 757-2616
  • http//heres2u.com

Contact Information Stephen Roche sroche_at_smr-con
sulting.com (610) 466-9222
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