oppd rug 2012

OPPD PeopleSoft Tools Upgrade

PeopleTools 8.51.12Financials, HCM, and Portal

Presenters:Jodie HahnCollins Love

Lillian Dawes

Agenda

• OPPD Tools Upgraded• Change Assistant• Portal Pack• Security • Automation• Challenges• New Functionality

OPPD Tools Upgraded• Peopletools Version

– Portal – 8.51.12• Prior to go-live weekend 8.51.08

– HCM – 8.51.12• Prior to go-live weekend 8.50.08

– Financials – 8.51.12• Prior to go-live weekend 8.49.18

• Application Release– Portal – 9.1– HCM – 9.1– Financials – 9.0

OPPD Tools Upgraded - Current

• Server Operating System– HP-UX B.11.31 U ia64 (Itanium Server)

• One Server for ALL of test regions (HCM, Financials, Portal)

• One Server for Production HCM and Portal• One Server for Production Financials

OPPD Tools Upgraded – Current

• RDBMS– Oracle 11.2.0.2

• Web Server – WebLogic 10.3.3

• Application Server – Tuxedo Version 10.3.0.0, 64-bit, Patch Level 072

• Verity (Search tool)– 6.5.1.1

OPPD Tools Upgraded – Current

• Browser – Internet Explorer 8

• 8.51.12 Also supported by –Firefox 3.6–Safari 4

• Not supported anymore–Firefox 3.5

• COBOL – had to upgrade with new tools– Server Express 5.1

Peopletools Timeline

Production Test Production

Tools Release 11/13/2010 8/1/2011 8/24/2011 9/9/2011 9/26/2011 11/3/2011 11/19/2011

8.49.18 FIN

8.50.08 PORTAL/HCM HCM

8.51.08 PORTAL PORTAL/HCM/FIN

8.51.12 PORTAL/HCM PORTAL/HCM/FIN

POC PORTAL/HCM/FIN

8.51.12 +POC PORTAL/HCM/FIN

OPPD Tools Upgraded - Prep• Run SYSAUDIT and DDDAUDIT from current production –

– clean up any issues prior to running upgrade or at least capture scripts.

• Additional CONVERSION database region needed– Ran multiple tests for timings.

• Need dedicated laptop/computer that will not have to share resources. – DO NOT PUT ON SHARED SERVER!!!

• Installed Change Assistant on 3 dedicated laptops, one each for HCM, Portal, and Financials.

OPPD Tools Upgraded - Prep• Upgraded database to Oracle 11g

– Oracle Client on upgrade laptops needed upgraded with new client to build timestamp conversion scripts.

• Set up Configuration Manager for each region (Portal, HCM, Financials) on each laptop

• Output and Staging directories wrote to a single directory with each MTP (move to production) test, i.e.

Change Assistant

• Used Change Assistant (CA) to do the upgrade – Little to no hiccups with CA– HCM did small upgrade from 8.50.08 to 8.51.12– Financials was VERY SIGNIFICANT upgrade, 8.49.18 to

8.51.12 (skipping 8.50)• Portal

– Used delivered “PeopleTools Only Upgrade” template • HCM and Financials

– Used modified versions of the “PeopleTools Only Upgrade” template.

Change Assistant – HCM Template

CA – HCM Customizations to Template

• Created automatic steps– SQL scripts (Every Test Region)

• Run SYSAUDIT and DDAUDIT cleanup scripts against conversion region

– DOS commands• Clear PS Cache from windowsdel c:\ps\cache /Q /S• Copy SQL scripts from BATCH folder to MTP folder for each Test

run

CA – HCM Customizations to Template

• Created automatic steps– SQL script

• Truncate the SJT tables inside HCM.• During HCM 9.1 upgrade our “Create Views” step was

taking 14 hrs to complete • Until we truncated these tables and then ran Stats, • Now it runs all HCM views in 46 minutes

CA – HCM Customizations to Template

• Created automatic step – Changed DMS script to SQL

• Clean up the Pagelet Wizard tables and IB Message Queue.

• They had manual step to stop and launch old release data mover and run 2 DMS scripts

• We took the SQL from those DMS scripts and put them into automatic step to run inside CA

CA – HCM Customizations to Template

• Due to new tools upgrade, the Report Nodes for process scheduler were removed each time you converted a region.

• Set it up once in our Conversion region for all our Report Nodes

• Ran DMS script to capture it • Used CA to run the import DMS and migrate the

changes to each of the regions

CA – HCM Customizations to Template

Export DMS Script:-- Copy report distribution nodes from 8.51.12 region forward-- oppd jeh 9/7/2011SET LOG F:\SQR\OPPD_CDMDISTNODE.LOG;SET OUTPUT F:\JODIE\OPPD_CDMDISTNODE.DAT;

--IMPORT after setup of report nodes in HR91CONV region first timeEXPORT PS_CDM_DIST_NODE;

CA – HCM Customizations to Template

Import DMS Script:

-- Copy report distribution nodes from 8.51.12 region forward-- oppd jeh 9/7/2011SET LOG C:\upgrade\MTP\output\PeopleTools_Only_Upgrade_HR91DEV-TOOLS_MoveToProduction\oppd_imp_cdmdistnode.log;SET INPUT OPPD_CDMDISTNODE.DAT;

--IMPORT after setup of report nodes in HR91CONV region first timeDELETE FROM PS_CDM_DIST_NODE;IMPORT PS_CDM_DIST_NODE;

CA – HCM Customizations to Template

• Created automatic step – Copy certain projects from a file into the

converted region. • Tools overlaid some projects we had for a few

customizations

– Tried to manually create a step to do “Copy Project”… it kept failing during the test run.

• Opened the xml from the template and compared their delivered “Copy Project” xml with the one we created and they were NOT identical

CA – HCM Customizations to Template

• Copy Project definitions worked AFTER:– Copied their “Copy Project Step” and renamed the

step thru change assistant. – Made some small changes in XML.– Make sure the Script/Procedure has the word

• “copyProjectName” as one word

Financials Template for Upgrade

• Financials – Larger upgrade going from 8.49.18 to 8.51.12– Template very intense due to skip 8.50

Change Assistant – Financials Template

Change Assistant – Financials Template

Financials Customizations to Template

• Same as HCM• Automated existing manual step to purge the

message queues• Created automatic step to run statistics• Note: Once the production run of the

Financials CA Template was started we didn’t need to touch it until we had to boot the servers

Portal Pack

• Prior to this upgrade Financials was not integrated with Portal• Modify security roles in Financials

– HCM and Financials had roles named the same– This would cause a problem when migrated to Portal– Renamed same named roles to OPPF with an Update

statement• Created a portal pack in Financials and migrated it to Portal

– Portal Registry Definitions, Roles, and Permission Lists• Security inserts/updates in Portal

– Inserted into PSROLEUSER– Reset the portal node name to ERP from LOCAL_NODE in

Portal

Security Audit

• Determined delivered changes– Weblibs– Pages

• Existing– Are still valid?– Are still working?

Integration Broker

• PSFT_HR node was corrupt – had to rebuild it• secureFileKeystore – Integration between

Financials and third party apps did not work• Batch jobs• PS_AMM_FILTER• Due to skipping 8.50 a POC was required for IB

missing application package

Automated Testing

• Regression Testing– Functional Test Scripts executed in Quick Test Pro

• Core business processes reviewed/validated– Payroll, HR NewHire/Job Change, T&L TimeSheet/Reports

• Performance Testing– Scripting with LoadRunner did not work in Portal– Found Portal/Pia inconsitencies with ICSID and

validated with the POC prior to upgrade to 8.51.12

Automated DocumentationTechnical Specifications

• Overview– Business requirements– Benefits– Risk

• Summary– All objects required for customization– Object description– Object type

Technical Specifications Continued

• Details– Long description– Details needed to rebuild

• XML based– PL/SQL generates– Project save to file for PeopleCode– Stylesheet renders in browser– Copy and Paste to Word

Automated Customization Identification

• Needs– Verify customization application in upgrade– Find customization in non-tools upgrade– Speed– Electronic

• Delivered method: Project Compares

Automate Compares

• Query based on project– Delivered upgrade projects (or)– Custom projects

• PL/SQL generates Windows batch file• Batch file executes PeopleTools compares

– Output to file– Browser viewable

Quick Find

Challenges – PT Install

– When installing PeopleTools on UNIX, had to start with empty folder

– Could not do project compare due to missing release label between HCM and Portal

• This updates a physical table from app designer

Challenges - Performance

• We upgraded Oracle from 11.1 to 11.2– Had Performance hits again like we had going into

9.1– Removed /*+Rule*/ hints in our Reports and

Views– Restored all but 8 Function-based indexes that

were removed in HCM 9.1 upgrade

Challenges – Kick Outs

• Portal 9.1• Upgraded Tools from 8.50.08 to 8.51.08 (Spring 2011)

– Due to branding issue Portal bundle 1-4 required

• HCM was still on 8.50.08– 8/1/2011 Kick Out issue began in production for both internal and

external users

• Kick outs started, roughly 115 – 200 times a day– Oracle said “it is fixed in 8.51.05”…– We quickly upgraded HCM PeopleTools to match Portal, at

8.51.08 which is > 8.51.05…– Still broke….

Challenges –Kick Outs

– ITToolbox clients said, “we fixed it with 8.51.12, been live for 3 weeks, no problems”

– Stopped testing of 8.51.08 and upgraded to 8.51.12 on all Applications

• Set back for Financials that had been thru testing on 8.51.08, they were ready to go.

– Performance Testing proved otherwise, still broken with 8.51.12… kick outs still existed!!!

Challenges – Kick Outs

– Now stuck in TEST waiting for Oracle solution– Oracle finally was able to duplicate and released

Proof of Concept (POC ) for 8.51.12.• Identified as session id (ICSID) issue between regions

– POC contained small project and changes to classes directory

– Oracle added the POC fix to 8.51.13 – Waited from 9/9 until 11/3 for Oracle to replicate

and provide solution

Challenges

• Attachments – Was not able to use the attachment functionality after upgrading– JAR files– Modified psconfig.sh to include the following line:

PS_FILEDIR=/tmp/PSFTP;export PS_FILEDIR

Challenges

• 11.2 version of Oracle Client on the Upgrade Laptop– Due to upgrade from 10g to 11g

• Security between Portal, HCM, and Financials• nVision – Minimum 10.1 SQLPlus needed

New Functionality

• Type ahead feature– Type window appears showing prompt values

while you are typing

New Functionality

To Disable type ahead

From “Home” page, all the way to the bottom….

Click “My Personalizations”Click “Personalize Navigation Personalizations”

New Functionality

New Functionality

• Navigation thru menu– 8.5 supported hover-over menu– 8.51 no longer uses hover-over, you have to click

New Functionality

• Embedded help on Grids

Nice to know feature

• Any Date field can default to “Today’s Date” by entering “t” into the date field:

Q&A?

Thank you for attending.

Email: jehahn@oppd.commclove@oppd.comladawes@oppd.com