© psdb solutions inc. · • oracle 7.x, 8.x, 9.x, 10g certified professional (ocp – dba track)...

Managing Moving Customizations during

PeopleSoft 9.1 Upgrade Project

PSDB Solutions Inc.Raghav Pujari

Email : [email protected]


Moving

PSDB Solutions Inc.

• Established in 2004, located in Alpharetta GA.• Engaged in providing consulting services :

• PeopleSoft HCM/FSCM Upgrade• PeopleSoft HCM/FSCM New Implementation• Oracle Database Administration• Oracle/PeopleSoft Production Support• Monitoring and Performance Tuning• 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

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



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

• Application de-support• Agreement on new

functionality in 9.1• Required Access• No documentation

• Code Freeze not an option

• Business users availability

• Variable scope

• Manage customization

• Data Archival• Verify Data

Conversion• Testing Interfaces

• Prioritizing critical issues

• Fix vs. Enhancement• Managing

Post-go-live Changes

5

6

Upgrade Challenge : Managing Customization


HR 8.9 DEV HR 8.9 TEST HR 8.9 QA HR 8.9 PROD

Current Application Release customization workflow

HR 9.1 DEV HR 9.1 TEST HR 9.1 QA HR 9.1 UAT

New Application Release customization workflow

HR 9.1 New

Copy of Prod

7

Upgrade Passes workflow As per Oracle Documentation


8© PSDB Solutions Inc.

Pros & Cons of Traditional Methodology

Pros Cons

9

How Oracle Delivered Test Move works ?


System

Catalog Tables

Peopletools

Tables

Application

Tables

Upgraded Copy of

Production 0

New Copy of

Production 1

SystemCatalog Tables

PeopletoolsTables

ApplicationTables

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

System

Catalog Tables

Peopletools

Tables

Application

Tables

10

Major Challenge in Test Move


11

How to Manage Customizations in Traditional Upgrade Methodology ?


Copy of Prod

HR 9.1 DEV HR 9.1 TEST HR 9.1 QA HR 9.1 UAT

New Application Release customization workflow

HR 9.1 New

Copy of Prod

Application

Upgrade

PeopleTools

Only Upgrade

Copy of Prod

Customization Retrofit

Process . . . .

Retrofit Process Repeat

multiple times until go-live

Migrate Customization

12

No Code Freeze Upgrade Methodology


Initial Pass Template

Test Move Pass

Template

Hybrid Pass Template

Custom Steps No Code Freeze UpgradeMethodology

Post Upgrade Template

13

Pros & Cons of No-Code Freeze Methodology


Pros Cons


Clone

Compare

PSUPG91Copy of Prod

PeopleTools Upgrade

No Code Freeze Methodology - First Pass

PSDLT911Tools Upgraded

PS Demo 9.1New Release 9.1

PSUPG91Tools Upgraded

Identify/Preserve Bolt-on

Customizations

Copy Upgrade Project

Do Application Upgrade

Clone

PSUPG91Upgraded

PSDEV91Development

App. Setup Data

PSTST91Merge Master Project

App. Setup Data

Development

Unit Testing

QA/ Testing

Clone

Validate Master Project

Copy

Analyze Upgrade Timing Report

and

Tune/Automate upgrade steps

Manually Apply Embedded

CustomizationsHR 8.9

Tools

8.51

PSUAT91Master Project

App. Setup Data


Clone

Compare

PSUPG91Copy of Prod

PeopleTools Upgrade

No Code Freeze Methodology - Second Pass


PS Demo 9.1New Release




Clone

PSUPG91Upgraded

PSDEV91


App. Setup Data


App. Setup Data

Development

Unit Testing

QA/ Testing


Copy


First Pass

Analyze and Identify

Delta Customizations

Migrate Embedded

Delta Changes

Run Post Upgrade Template

Analyze Upgrade Timing Report and


Clone

Migrate Bolton

Delta Changes

HR 8.9

Tools

8.51

HR 8.9

Tools

8.51


Clone

Compare

PSUPG91Copy of Prod

PeopleTools Upgrade

No Code Freeze Methodology – Third Pass


PS Demo 9.1New Release




Clone

PSUPG91Upgraded

PSDEV91


App. Setup Data


App. Setup Data

Development

Unit Testing

QA/ Testing


Copy


First Pass

Analyze and Identify

Delta Customizations

Migrate Embedded

Delta Changes

Run Post Upgrade Template

Analyze Upgrade Timing Report and


Clone

Migrate Bolton

Delta Changes

HR 8.9

Tools

8.51

HR 8.9

Tools

8.51

17

How to Spilt Customization ?


• Compare UPGCUST project from PSUPG91 to PSDMO91

• Split UPGCUST Customization project into Bolton and Embedded Project

• Build Bolton Customization Project• Copy UPGCUST project to UPGCUST_BOLTON Project• Delete all items that has target status other than “Absent” since those are new PS Modified object • Delete all items that has source status “Absent”• Update “Action” flag to “Copy” for all items in the project• Bolt-on Customization Project is ready for migration to PSDMO91 database

• Build Embedded Customization Project• Copy UPGCUST project to UPGCUST_EMBEDDED project• Delete all items that exists in UPGCUST_BOLTON project• Delete all items that has source status and target status as “Same”• Delete all items that has source status “PS Changed/Unchanged” (Not changed by customer)

• Need more space for 3 extra databases

• Tight change management for new development

• Cannot be used in conjunction with Upgrade Lab

• Need faster servers for parallel processing

• Need faster network bandwidth between Windows server and

Database server

18

Limitation / Overhead of No-Code-Freeze Methodology


19

Fine Tune 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

20

Create Post Upgrade Template


Run Steps in Parallel

Export / Import Setup Tables

Final Audit steps from delivered Template

Copy Customizations

Run Data Fixes/ SQL Scripts

• Outlined PeopleSoft Upgrade challenges

• Discussed Oracle Delivered Upgrade Methodology and drawback of this methodology

• Oracle delivered method requires code freeze or track any changes to Peopletoolsobjects

• We developed “No Code freeze” methodology using Hybrid Template and Post Upgrade Tasks Template

• Discussed how to split customization project into BOLTON and EMBEDDED

• 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

21

Summary


23

Appendix A – List of objects replaced in Test Move


Automate Manual Step – Task 3-23-15: Generating Oracle Conversion Scripts

24

Appendix B - Change Assistant Screen Shots


generate_long_conv_scripts.bat

SET PS_HOME=d:\apps\ps912upgSET ORACLE_HOME=D:\oracle\product\11.1.0\client_1cd D:\apps\ps912upg\utility%PS_HOME%\utility\PSORADataTypesConversion.BAT 10 SYSADM xxxx PSUPG91 D:\apps\ChangeAssistant\Output\HCM89MP1to91_FP2010_Pass2_PSUPG91_PSDMO91U_InitialUpgrade 11

Build_UPGCUST_BOLTON.sql

-- Copy Project UPGCUST to UPGCUST_BOLTON using Application Designerdelete from PSPROJECTITEM where projectname = 'UPGCUST_BOLTON' and targetstatus != 1 ;--delete from PSPROJECTITEM where projectname = 'UPGCUST_BOLTON' and sourcestatus = 1 ;--UPDATE PSPROJECTITEM SET takeaction = 1 where projectname = 'UPGCUST_BOLTON' ;

-- Source/Target Status Decoded -- 1 Absent-- 2 Changed by PS-- 3 Unchanged by PS-- 4 Changed by Customer-- 5 Unchanged by Customer

25

Appendix C – Script to build BOLTON Customization Project


Build_UPGCUST_EMBEDDED.sql

-- Copy Project UPGCUST to UPGCUST_EMBEDDED using Application Designer

--

DELETE FROM psprojectitem a WHERE projectname = 'UPGCUST_EMBEDDED'

AND EXISTS (SELECT 1 FROM psprojectitem b

WHERE b.projectname = 'UPGCUST_BOLTON'

AND b.objecttype = a.objecttype AND b.objectvalue1 = a.objectvalue1

AND b.objectvalue2 = a.objectvalue2 AND b.objectvalue3 = a.objectvalue3

AND b.objectvalue4 = a.objectvalue4);

--

DELETE FROM psprojectitem a WHERE projectname = 'UPGCUST_EMBEDDED' and TARGETSTATUS = 6 AND

sourcestatus = 6;

--

DELETE FROM psprojectitem a WHERE projectname = 'UPGCUST_EMBEDDED' and sourcestatus NOT IN (4, 5);

--

26

Appendix D – Script to build EMBEDDED Customization Project


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