http://www.beastute.com

Lift and Shift PeopleSoft to Oracle Cloud Infrastructure

September 27, 2018

1

AGENDA

Astute Overview

Why Move PeopleSoft to OCI

Getting Started With OCI

Q&A

Upcoming PeopleSoft on OCI Events

Journey to OCI- A Customer Example

Astute Business Solutions helps clients transform their businesses with Oracle Cloud Infrastructure across industries and market segments to reduce TCO and maximize Return on Investment.

ABOUT ASTUTE

Since 2006HQ at

Pleasanton, CA

Ex-PeopleSoft, Ex-KPMG

Global presence - Dallas, TX

Madison, WI Toronto, Ca

Hyderabad, IN

Oracle Partner Gold Cloud

Standard Partner

Industry ExpertiseFinancial Services,

Healthcare, Education,

Velocity Partner, OCI Reseller,

OCI Specialized

Oracle Cloud Marketplace OCI Solutions

CLOUD SERVICES & SOLUTIONS

Advisory ServicesCloud Strategy &

Roadmap, P2P, POC, Reference Architecture

Migration ServicesLift & Shift Oracle Workloads (PS,

JDE, EBS, Hyperion, OBIEE, Oracle Database) to OCI,

Ravello for VMWare Workloads

Implementation ServicesIntegration and Process Cloud, DR

on OCI, Oracle Management Cloud, Mobile Cloud

Managed Services

SLA-Based Services for all OCI IaaS and PaaS

Services including Oracle Apps - PS, JDE,

EBS, OBIEE

PEOPLESOFT CONSULTING SERVICES

PeopleSoft ImplementationNew Module Implementations, Workflow,

Performance Tuning, Integration, Enhancement, ElasticSearch

PeopleSoft Upgrades on OCIPeopleSoft V9.2 Technical and Functional Upgrades, PUM

Update, PeopleTools 8.56 Upgrade, Payroll Tax Updates

Lift and Shift PeopleSoft to OCIMigrate As-Is to OCI, Implement DR for PeopleSoft, Upgrade App, PUM and Tools and Migrate to OCI, Transition to Managed Service on OCI

Fluid ImplementationFluid UI Roadmap, UI/UX Design, JumpStart Implementation, Classic Plus Conversion, Portal Integration, Fluid Reporting, Training

PTF Automated TestingFasTest Automation Tool for functional regression of end-end business process, performance testing, compliance testing

PEOPLESOFT LIFT AND SHIFT TO OCI EXPERIENCEMultiple Successful OCI Cloud Migrations

12 Lift and Shift to OCI completed. Most of any Oracle PeopleSoft Partner. Migrated HCM 9.2, FSCM 9.2, CS9.2, Portal 9.1.

EBS Migration, 4 DR Projects, 2 OMC Projects, Multiple POC’s

Focus on AutomationExperts in Terraform, OCI CLI,

Cloud Manager for PeopleSoft, Automated Monitoring (OMC,

OEM,

FasTest PeopleSoft Test Automation for Functional

Regression

Industry ExperienceOn-Prem to OCI,

Hosting to OCI across Education, Healthcare,

Government, Retail, Utilities, Professional Services, Banking,

Insurance

Oracle and PeopleSoft DNA150+ customer engagements completed, Collaboration with Oracle

OCI and PeopleSoft Product Development on new features

PEOPLESOFT SAaaS (Selective Adoption As A Service)Tailored to your needs

Strategy & PlanSA Strategy and Plan

tailored to your business requirement, your appetite for change, your release

management plan and your change management

process

ExecutionExecute Monthly, Quarterly, Yearly

planned tasksCurrent & New Feature

AdoptionWorkshops to review new PUM features,

impact analysis, prototyping, de-customization, take advantage of

existing features

Continuously ImproveIncrease PTF automation levels

with each iteration, automate workflow, automate monitoring,

automate patching etc.

1

2 3

4

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Extend & Enhance PTF with FasTest Automation ToolsPeopleTools Bolt- On

Easy to manage, maintain, update and migrate in your PeopleSoft application environment

End to End Automation Solution

Online Easy to Use Interface

Reporting Dashboard

Defect ManagementAllows users to create, track and manage defects

Integrated

Complete

Easy to Use

Batch Execution

Live Reporting

Defect Management

Automate PeopleSoft transactions- Vanilla, Customization, Bolt on, process runs , query validations

Greater usability with easy to use tools designed for functional users

One Click Batch ExecutionAllows users to execute batch runs of multiple tests that can be triggered online

Access to pre-packaged reports to get live test metrics, defect metrics filtered by user, module, year and test results

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WHY MOVE PEOPLESOFT TO

ORACLE CLOUD INFRASTRUCTURE

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DRIVERS TO MOVE PS TO CLOUD

01

02

03

04

High Upfront Capital Investment, Overheads and delays in procuring and maintaining, aging infrastructure

Hardware Refresh

Vulnerability to various Internal and External Security threats, lack of data encryption and data masking, need for privacy compliance (HIPAA, GDPR)

Security Threats

Improve Time to Market, Create and Destroy Instances on Demand, Automate Cloning and Configuration, Speed up maintenance, Stay Current

Need Agility

Do MORE WITH LESS, manage every growing business demands with limited resources

Reduce Cost

Obsolescence

Vulnerability

Agility

Budget Constraints

C Level Executives have repeatedly said that their mandate is to focus on core business enablement and not spend time and resources on commoditized data center operations and application management

GET OUT OF THE DATA CENTER BUSINESS

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One-click provisioning of the entire PeopleSoft stackNo more manual installations, automated Lift and Shift to OCI, Use Terraform to automate complete infrastructure build

One-click Tools 8.57 Upgrade, Tools PatchingAccelerate and simplify Upgrades and Patching with Cloud Manager, OCI DbaaS one-click patching and more

PeopleSoft Upgrade Automation02

Speed of Deployment01

Operational Cost Reduction03 No upfront investment in hardwarePay ONLY for what you consume, dynamically start and stop instances.

Higher Performance04 Bare Metal and Dense I/O for higher performanceImprove Payroll, batch and online performance

Increased Security05 Transparent Data Encryption (TDE), HIPAA, ISO, SOC, PCI DSS and more

ADVANTAGES OF RUNNING PEOPLESOFT ON OCI

Is PURPOSE-BUILT for Oracle PeopleSoft Workloads

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COMMON USE CASES FOR PEOPLESOFT ON OCI

One-click automation for PeopleTools Upgrade and Patching, Faster V9.2 Upgrades, Deploy High Performance VM’s for load testing, Automate build and tear-down of Dev/Test instances

Upgrade on OCI03

High Impact, Zero Disruption Solution - Can provide instant ROI with significantly lower DR cost and automated provisioning capabilities.

PS DR on OCI

01

Automate New PUM deployment with Cloud Manager, Prototype and Evaluate New Features Faster on OCI, Automate Testing of PUM with PTF

Selective Adoption on OCI

02

Lift and Shift to OCI

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PEOPLESOFT TO OCI EXPLAINED VIA

CUSTOMER EXAMPLE

Journey to Cloud - Scope and Solution Summary

TIMELINE● POC - 2 weeks - Prove Use Cases on OCI with Cloud Manager deployment● Non-Production Lift and Shift - 8 weeks● Production Lift and Shift - 6 weeks● DR - 2 weeks

SOLUTION● Automate OCI Build using Terraform● Lift and Shift PS to OCI using Cloud Manager● Right-size architecture for improved security and performance

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WORKLOADS MOVED TO OCI● PeopleSoft HCM and FSCM 9.2 Tools 8.55.25● DR for PeopleSoft with Oracle Data Guard, RAC● Golden Gate for PS to DW Replication● STAT for PS Migration and Change Control● OEM for monitoring

Customer is a large professional Services organization that moved PeopleSoft and non-Oracle workloads to OCI to reduce cost, improve performance, improve security and focus on core staffing business.

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Assess Current

State, Create

Baseline, Define

Future State

Needs, Narrow

down choices to

On-Premise and

Cloud

Assess

Evaluate and

compare cost,

performance,

scalability,

automation and

security criteria

across the

different solution

options

Evaluate

Measure and

report cost

savings,

performance

improvements,

speed of

deployment,

Continue to

Optimize on

Cloud

Measure

Create detailed

project plan,

test plan, risk

mitigation plan,

change

management

plan - Execute

migration to

Cloud

Implement

Select best fit

solution, define

target

architecture,

select Cloud

provider and

Migration

Partner,

Execute deal

Select

Journey to Cloud - Approach

Identify and

Define business

objectives for

Move to Cloud,

Get Stakeholder

Buy-In

Define

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Reduce Opera

tional

Cost

Get out of Data

Center Business

Transfo

rm S

uppo

rt

Service

s via

MSPImplement Robust

Disaster Recovery

● Move granular cost controls● Eliminate Wasteful Spend● Optimize Resource Costs

● Deploy reliable and cost effective DR solution

● Test DR for effectiveness

● Focus on core staffing business● Improve Service Levels● Be Agile

● Engage MSP to deliver SLA-based App and Infra support

● Bundle in core-services for App and Infra upgrade and patching

CORE BUSINESS OBJECTIVES

Journey to Cloud - DEFINE Business Objectives

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Journey to Cloud - ASSESS

S WO T

● Stable App Infrastructure

● Strong in-house application and DB teams for support and enhancement

STRENGTHS● Failing HALON in DC● Lack of Automation and

Standardization● Missing SLA for internal

support teams

WEAKNESSES

● Reduce infrastructure footprint by right sizing on OCI

● Improve performance ● Speed up maintenance

with OCI automation tools

OPPORTUNITIES● Lack of data encryption

and masking● Aging on-premise

hardware

THREATS

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

Dense IO Virtual Machine Instances ($/OCPU/Hr)

Standard Virtual Machine Instances ($/OCPU/Hr)

Bare Metal Standard ($/OCPU/Hr)

Bare Metal Dense IO ($/OCPU/Hr)

$.0638 +52%

$.1275 +18%

$.0638 +34%

$.1275 -25%

Data Archive ($/GB/Mo)

File Storage ($/GB/Mo)

$.0026 +35%

$.0425 +86%

Internet Data Egress (50TB) $340 +13X

Private Line Network (1 Gbps, 100TB Data, Monthly) $155 +21X

+52% +46%

+48% +20%

+16% +44%

N/A N/A

-30% 63%

+29% +79%

+13X +13X

+37X +15X

Block Storage: Massive Perf (annual cost, 400GB 20K IOPS) $204 +79X +29X +4X

+X% = Oracle Price Advantage; -X% = Oracle Price Disadvantage

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Journey to Cloud - Evaluate

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. |

www.storagereview.com/oracle_cloud_infrastructure_compute_bare_metal_instances_reviewwww.storagereview.com/amazon_ec2_i3metal_review

Testing shows 2-5X performance advantage over AWS

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Journey to Cloud - Evaluate

EVALUATEInnovation

● One click instance deployment, Peopletools patching and upgrade● Automated start and stop of services. Automated scale up and down● Transform UI through fluid, Improve Reporting

Reduce Operation CostReduce operation cost by USD One Million per year

Service Delivery Transformation Achieve 99.99% service delivery SLA

Increase Performance● Monitor, measure and report performance 24*7*365● Complete the batch processing in 6 hours

Evaluation criteria

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Journey to Cloud - Select

Selected OCI as the best fit solution

Selected Astute as the Implementation Partner

Executed OCI and Astute Contracts

Defined Migration and MSP plan

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2

3

4

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Journey to Cloud - Implement

DR

IaaS

PaaS

Cloud Manager

Golden Gate

Lift and Shift PeopleSoft and other in-scope workloads to OCI in a phased approach

Two-Phased Approach

02

Migrate DEMO/DEV to OCI as POC. Migrate All Non-Prod to OCI. Integrate, Secure, Test.

Build DR01

Migrate Production to OCI, Integrate, Secure, Test, Deploy, Manage

Journey to Cloud - Implement

WEEKS 1-2

WEEKS 3-8

WEEKS 9-16

● Pre-Project Kickoff● Detailed Plan● Design

Plan, Assess, Design

Build, Integrate, Secure, Test● Automated OCI Build● Lift and Shift● Integration and Test

Validate, Cutover, Support, DR● Prod Build and Test● Iterate L&S ● User Acceptance Test● Go Live and Support

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Reduced TCO and Operational Cost by USD One Million Each Year

CostImproved performance By 50% or more on critical business processes in PeopleSoft

Predicable performance for varying workloads based on OCI scalability and automation

Ability to monitor, measure and report performance

PerformanceReduced instance deployment time by 90%

Automated Start/Stop of Instances, Scaled workloads up/down based on performance needs

Automation

02 0301

Journey to Cloud - Measure and Report

GETTING STARTED WITH OCI

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1.Build your Cloud

Strategy

Prepare Business Case 2.

Conduct POC

or P2P

GETTING STARTED WITH OCI

3.Finalize and Execute

Getting Started - Build your Cloud Strategy

Astute provides following Cloud Advisory Services

Evaluation and Selection

Strategy and RoadmapProof of Concept or Pilot to Production

Cloud strategy and roadmap workshops to help customers in visualizing and defining their journey and roadmap to cloud

Workshops to understand the as-is infrastructure and architecture for customer’s business applications and provide cloud infrastructure and services recommendations

Evaluate the options that best fit your needs and make an informed decision

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• POC Scope - Application, Infrastructure

• Outcomes - Expected Outcomes from POC

• Use Cases - Defined scenarios to test POC

• Execute Use Cases, Measure Outcomes, Validate

• Deploy necessary Cloud Infrastructure Services

• Lift and Shift or Migrate Customer instances to Cloud as per Scope

• Prepare detailed report

Define Validate Deploy

• Roles and Responsibilities - Customer and Vendor

• Evaluation - Criteria that make POC a success

• De-brief customer

• Review Outcomes

• Identify Next Steps for Cloud Migration

• Evaluate and Report

• Start Migration to Cloud

• Extend or Repeat POC for other Use Cases

Getting Started - Conduct POC

Astute will “Lift and Shift”, PeopleSoft Dev/Test instance to OCI, restore it on OCI, configure and validate it and execute one or more defined Use Cases on that instance. Based on the POC Outcomes, Customers can plan and execute their migrations to OCI.

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Week 1- Prep Week 2 - Build Week 3 - Validate

● Define POC Scope, Use Cases, Expected Outcomes and Evaluation Criteria

● OCI Architecture and Sizing● OCI Compute (Server) Provisioning● OCI Patch/Fix● OCI Network and Storage Provisioning● OCI RDP + Connectivity to On-Prem Staging● OCI DB Server with DB Installed

● Use Cloud Manager to Lift & Shift a single instance of on-premise or hosted PeopleSoft application instance such as Dev or Test to OCI.

● Restore, Configure and Test the lifted instance on OCI

● Run DDDAudit and Sysaudit reports and compare with On-Prem reports

● Validate row counts● Setup PeopleTools Clients

● Provide Customer access to PIA and PeopleTools access to the OCI instance

● Execute defined Use Cases and measure Outcomes

● Conduct guided walkthroughs of OCI, Lift and Shift process and overview training for PeopleSoft Application Lifecycle Management on Cloud

Getting Started - Sample POC Timeline

● Provide POC Report detailing work perform outcomes measured.

● Evaluate POC against defined Evaluation Criteria and define Next step in Cloud Journey

● Get Customer Testimonial on POC

Week 4 - Report

Copyright © 2017, Astute

UPCOMING EVENTS ON PEOPLESOFT LIFT AND SHIFT

TO OCI

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UPCOMING PEOPLESOFT ON OCI EVENTSAstute is hosting following events in next 30 days which will give you insight on OCI

In addition to the above, at Oracle Open World 2018 we are showcasing 5 PeopleSoft and EBS customers who will share their Move Workloads stories.

Road show in Oracle NYC Park Ave office on 10/12/18. We are going to feature a customer speaker for this event.https://beastute.com/event-road-show-2018/

Road show in Oracle Boston Hub on 10/10/18

https://beastute.com/event-road-show-2018/

Copyright © 2017, Astute

Cloud Customer Success

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https://video.oracle.com/

Copyright © 2017, Astute

Q&A

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FREQUENTLY ASKED QUESTIONS

1. How do I know if OCI is the right cloud solution for my organization?

OCI provides benefits of flexibility, scalability, cost savings,security and reliability to your business

2. What do I need to do to prepare for the cloud?

Astute can assess your current situation and provide a cloud assessment report

3. What workloads can I move to the cloud?

You can move full stack of Non-Production and Production instances, DR, Backup and Archival and Read Only DBs etc.

4. Is the cloud safe for personal information?

Oracle cloud Infrastructure is safe by default. It is HIPAA, PCI-DSS and SOC certified

5.Is it possible to integrate data in the cloud with other systems on premise or third party?

Yes, most clients have specific integration requirements rather than just a general stream of data and OCI allows secured and seamless integration with on-prem and third party systems. OCI will work as an extension of the on-prem network.

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Copyright © 2017, Astute

APPENDIX

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Copyright © 2017, Astute 36

Astute in the News!

www.PeopleSoftinfo.com

OCI SECURITY

Physical Securitysecured physical location of hosting servers

Logical Securityfirewalls prevent security breaches from Port Scanning (bots pinging IP addresses on multiple ports, mechanically looking for a way to get in somewhere)

Data Backup and EncryptionData is backed up and

encrypted

Customer IsolationCustomer isolation that allows full isolation from other tenants and Oracle’s staff, as well as between the same tenant’s

workloads.

Security PolicyEasy-to-use security policy that

allows you to constrain access to your services and segregate operational responsibilities to reduce risk associated with

malicious and accidental user actions.

OCI IS SECURED BY DEFAULT!

KEY MILESTONES FOR LIFT AND SHIFT

WEEKS 1-2

WEEKS 3-8

WEEKS 9-16

● Pre-Project Kickoff and Planning, Pre-Reqs - Week 0

● Deep Dive - Current State and Future State needs - Week 1

● Future State Design Review and Approval - Week 2

● OCI VPN, Security (Basic)

Plan, Assess, Design

Build, Integrate, Secure, Test● Full OCI Build for Non-Prod - Week 2, 3● Lift and Shift using CM and Ravello - Week

3,4● Integration Test, Bug Fix - Weeks 5-8● OCI VPN, Security (Intermediate) - Weeks

3-8

Validate, Cutover, Support, DR● Full OCI Build for Prod - Weeks 9-10● Iterate L&S with Copy of Prod - Weeks 10-11● User Acceptance Test - Weeks 12-14● OCI VPN, Security (Final) - Weeks 10-12● Go Live and Support - Weeks 15-16

Astute will lead the OCI Lift and Shift of all non-prod instances to OCI. Astute will work closely with customer to understand the nuances of its current state requirements around integration, backup, refresh etc.

Astute will implement DR by deploying the VMs needed for DR. Use Data Guard to create a standby DB for PeopleSoft HR and FIN and Hyperion Production on OCI

Astute will lead the OCI Lift and Shift of Production. Based on DR running on OCI, Astute will take advantage of that standby instance for Prod cutover.