people soft upgrade process
TRANSCRIPT
PeopleSoft PeopleSoft UpgradeUpgrade
Today’s DiscussionToday’s Discussion
• What is Upgrade and What is Upgrade and
Upgrade Vs ImplementationUpgrade Vs Implementation• Upgrade PlanningUpgrade Planning• Upgrade TypesUpgrade Types• Upgrade ProcessUpgrade Process• Testing proceduresTesting procedures• Upgrade assistantUpgrade assistant
What is Upgrade??What is Upgrade??
• PeopleSoft defines upgrade as PeopleSoft defines upgrade as
““Migrating objects from one Migrating objects from one database to another and/or updating database to another and/or updating other system components such as other system components such as software”software”
An upgrade changes the structure and contents of
•The People Tools tables
•The application tables.
PEOPLETOOLSPEOPLETOOLSTABLESTABLES
APPLICATIONAPPLICATIONTABLES TABLES
SYSTEMSYSTEMCATALOGCATALOG
Contains Information about objects in the database such as SYSCAT.TABLES,
SYSCAT.COLUMNS etc
Definition of PeopleSoft objects such as PSRECDEFN,PSDBFIELD etc
Contains data created by the user such as PS_PERS_DATA_EFFDT, PS_JOB etc
The PeopleSoft Database Environment
after
The Big Picture.The Big Picture.
PEOPLETOOLS TABLESPEOPLETOOLS TABLESOld Structure (8.21)Old Structure (8.21)
APPLICATION TABLES APPLICATION TABLES Old Structure (8.3)Old Structure (8.3)
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLSPEOPLETOOLS TABLESTABLESNew Structure (8.46)New Structure (8.46)
APPLICATION TABLES APPLICATION TABLES New Structure (8.9)New Structure (8.9)
SYSTEMSYSTEMCATALOCATALO
GG
before
Upgrade
Process
Why Upgrade ?Why Upgrade ?
• To move a client’s functionality from To move a client’s functionality from an existing Application release level an existing Application release level to a higher level offering new to a higher level offering new enhancements.enhancements.
• Apply functional fixes for major/minor Apply functional fixes for major/minor changes faced by the client.changes faced by the client.
• Upgrade the tools level of a Upgrade the tools level of a PeopleSoft instance to a new version PeopleSoft instance to a new version for better performance.for better performance.
Upgrade ObjectivesUpgrade Objectives
• To remain in the certified path of future To remain in the certified path of future upgrades.upgrades.
• To remain on a PeopleSoft supported release To remain on a PeopleSoft supported release for both Tools/Application release levels.for both Tools/Application release levels.
• To correct some major issues in the To correct some major issues in the functionalities which the client would like to functionalities which the client would like to correct or enhance by making use of the new correct or enhance by making use of the new release.release.
• To solve some PeopleTools related issues that To solve some PeopleTools related issues that cause problems in the current application for cause problems in the current application for which the client is using some workarounds which the client is using some workarounds and have been solved in the next release.and have been solved in the next release.
Upgrade Process FlowUpgrade Process Flow
Upgrade TypesUpgrade Types• Application upgrade ( say 8.3 to 8.9)Application upgrade ( say 8.3 to 8.9)• PeopleTools ( 8.21 to 8.46)PeopleTools ( 8.21 to 8.46)• Customization Customization
Ownership Explanation Ownership Explanation
PeopleTools in which you move to a new PeopleTools release. This type
of upgrade involves installing new software and copying in
new PeopleTools database objects.
Application in which you move to a new PeopleSoft application release.
This type of upgrade usually involves a PeopleTools
upgrade.
Customization in which you move your customized application
components into production. This type of upgrade never
involves a PeopleTools upgrade.
Upgrade PlanningUpgrade Planning
• Learn About the New ReleaseLearn About the New Release• Conduct Business Fit Gap AnalysisConduct Business Fit Gap Analysis• Review Technical RequirementsReview Technical Requirements• Assess Business RequirementsAssess Business Requirements• Assemble Your Upgrade Project TeamAssemble Your Upgrade Project Team• Define the Upgrade Project PlanDefine the Upgrade Project Plan• Define Your Test StrategyDefine Your Test Strategy• Train Upgrade Team MembersTrain Upgrade Team Members• Download the Upgrade ObjectsDownload the Upgrade Objects• Learn About the Upgrade AssistantLearn About the Upgrade Assistant
Learn about the New Learn about the New ReleaseRelease
• Review the release notesReview the release notes• Product DocumentationProduct Documentation• White papersWhite papers
Fit Gap AnalysisFit Gap Analysis
• Identify as many opportunities to Identify as many opportunities to retire existing customizations based retire existing customizations based on the new releaseon the new release
• Make a report on the customizations Make a report on the customizations the client is having.the client is having.
Review technical Review technical RequirementsRequirements
• Assess hardware and software Assess hardware and software requirements.requirements.
• Review Platform CertificationsReview Platform Certifications• Determine required Technical Determine required Technical
upgradesupgrades• Plan for Database sizing and Plan for Database sizing and
performance.performance.
Hardware/Hardware/Software/Software/Operating Operating SystemSystem
CurrentCurrent RequiredRequired Suggested Suggested UpgradeUpgrade
RDBMSRDBMS
DBMS DBMS versionversion
Web Web ServerServer
Web Web browserbrowser
TuxedoTuxedo
JoltJolt
Assess Business Assess Business RequirementsRequirements
• Establish scope, time line and Establish scope, time line and budgetbudget
• Determine your upgrade strategyDetermine your upgrade strategy• Identify customer-specific tasksIdentify customer-specific tasks
Upgrade ResourcesUpgrade Resources
• Upgrade ManagerUpgrade Manager• Technical Upgrade ResourceTechnical Upgrade Resource• PeopleSoft InstallerPeopleSoft Installer• Database AdministratorDatabase Administrator• Network AdministratorNetwork Administrator• System AdministratorSystem Administrator• DevelopersDevelopers• Functional ResourcesFunctional Resources
Download Upgrade Download Upgrade InformationInformation
• Review Upgrade HomepageReview Upgrade Homepage• Certified upgrade pathCertified upgrade path• Upgrade Documentation InstructionsUpgrade Documentation Instructions• Upgrade planningUpgrade planning• Updates and fixes before the upgradeUpdates and fixes before the upgrade• Upgrade fixes and templatesUpgrade fixes and templates• Installation InstructionsInstallation Instructions• PeopleTools notesPeopleTools notes
Process of UpgradeProcess of Upgrade
Preparation Steps for Preparation Steps for UpgradeUpgrade
• Clean up ProceduresClean up Procedures– Run the audit scripts (DDDAudit and Run the audit scripts (DDDAudit and
SYSAudit) to identify anomalies in the existing SYSAudit) to identify anomalies in the existing production database)production database)
• Make a copy of the production databaseMake a copy of the production database• Comparison with demo (vanilla) of existing Comparison with demo (vanilla) of existing
release should be done to estimate the release should be done to estimate the customization level of various components.customization level of various components.
• Backup your systemBackup your system
APPLICATION TABLESAPPLICATION TABLESHRMS 8.3HRMS 8.3
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS PEOPLETOOLS TABLESTABLES
Release 8.21 -> 8.46Release 8.21 -> 8.46
Upgrade The People Tools Upgrade The People Tools Release.Release.
• REL Scripts -- update Tools table structure.
• Must take all PeopleSoft Tools changes.
• These steps change the way your application is defined.
Steps Involved in a Tools Steps Involved in a Tools upgradeupgrade
• Creating new tablespaces , editing many DDL/DML Creating new tablespaces , editing many DDL/DML scripts which alter structures (DBTSFIX sqr, scripts which alter structures (DBTSFIX sqr, RELGA.dms, SETSPACE.sqr)RELGA.dms, SETSPACE.sqr)
• Running REL scripts that actually manipulate the meta-Running REL scripts that actually manipulate the meta-data (PeopleTools) tables to bring them to the target data (PeopleTools) tables to bring them to the target release.release.
• Loading language data , setting multi-language Loading language data , setting multi-language
settings for supported languagessettings for supported languages..• Loading and building PeopleTools projects like Loading and building PeopleTools projects like
PPLTOOLS / PPLDELETE and PPLTLS*CURDEL which PPLTOOLS / PPLDELETE and PPLTLS*CURDEL which affect many changes as part of the PeopleTools affect many changes as part of the PeopleTools upgradeupgrade
• Changing security for new pages/components Changing security for new pages/components introduced etcintroduced etc
Upgrade Compare Upgrade Compare ProcessProcess
• Highlights differences between Highlights differences between databasesdatabases
• Difference is determined myDifference is determined my– Last Update Date/Time & Operator IDLast Update Date/Time & Operator ID– Comparison Date/timeComparison Date/time
• Upgrade compare reports are run Upgrade compare reports are run from the Application Designerfrom the Application Designer
Application Application ComparisonComparison
• Compares database objects
• Generates Compare Project
• Identifies differences between objects
• Compare Reports are produced
APPLICATION TABLESAPPLICATION TABLESHRMS 8.3
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS TABLES
Tools 8.21
SourcePeopleSoft Demo 8.9
Target Copy of Training
APPLICATION TABLESAPPLICATION TABLES
HRMS 8.9
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS TABLES
Tools 8.46
Upgrading with Application Upgrading with Application DesignerDesigner
• PeopleSoft Application Designer streamlines the migration PeopleSoft Application Designer streamlines the migration of database definitions—such as records, pages, projects, of database definitions—such as records, pages, projects, and People Code—from one PeopleSoft database to and People Code—from one PeopleSoft database to anotheranother
Levels of Upgrade SupportLevels of Upgrade Support– Compare and Copy Compare and Copy – Copy to and From fileCopy to and From file– Copy only Copy only
Definition Definition typetype
Compare Compare and Copyand Copy
Copy to Copy to and from and from filefile
Copy onlyCopy only
Access Access Groups Groups
NONO NONO YESYES
Application Application Engine Engine ProgramsPrograms
YESYES YESYES NONO
Component Component InterfacesInterfaces
YESYES YES YES NONO
FieldsFields YESYES YESYES NONO
RecordsRecords YESYES YES YES NONO
TreesTrees NONO NONO YESYES
SQLSQL YESYES YESYES NONO
File LayoutFile Layout YESYES YESYES NONO
Cube Cube definitionsdefinitions
NONO NONO YESYES
Compare report Compare report StatusStatus
Compare Process - Compare Process - ProjectsProjects
• UPGDBCOMP – Database compare projectUPGDBCOMP – Database compare projectExcluded from the database compare are:
Message Catalog Entries,HTML,Permission Lists,URL Definitions,Message Nodes,Portal Registry User Home Pages,Portal Registry User Favorites
• UPGPRJCOMP - Project compare project\UPGPRJCOMP - Project compare project\This project exists on the Demo database and contains the
following object types.HTML,Permission Lists,URL Definitions,Message Nodes
• UPGNONCOMP – Project Non-compare projectUPGNONCOMP – Project Non-compare project
Using Compare reportsUsing Compare reports
Every compare report hasEvery compare report has– COLUMNS which contain the Name of COLUMNS which contain the Name of
the object, Source and Target status, the object, Source and Target status, the Action value and the Upgrade Flagthe Action value and the Upgrade Flag
– HELPFUL HINTS are cross reference HELPFUL HINTS are cross reference reports that you run to provide reports that you run to provide information about the interrelationships information about the interrelationships with various objects.with various objects.
Cross Reference reportsCross Reference reports
Application Object Application Object CopyCopy..
• Via PeopleSoft Application Designer, migrates (copies) selected objects
APPLICATION TABLESAPPLICATION TABLESHRMS 8.9
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS TABLESPEOPLETOOLS TABLESTools 8.46
APPLICATION TABLESAPPLICATION TABLESHRMS 8.9
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS TABLESPEOPLETOOLS TABLESTools 8.46
SourcePeopleSoft Demo 8.9
Target Copy of Training
PeopleTools
generated
scripts
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS TABLESPEOPLETOOLS TABLESRelease 8.46Release 8.46
APPLICATION TABLESAPPLICATION TABLES• Old Structure - 8.3Old Structure - 8.3
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS PEOPLETOOLS TABLESTABLES
Release 8.46Release 8.46
APPLICATION TABLESAPPLICATION TABLES• Release 8.9 Release 8.9
StructureStructure• New 8.9 tablesNew 8.9 tables• Renamed fieldsRenamed fields• Added fieldsAdded fields• Changed fieldsChanged fields
SQL Creates & Alters SQL Creates & Alters withoutwithout
DeletesDeletes..
SQR, SQL & DataMover Scripts
APPLICATION APPLICATION TABLESTABLES
•Move data from old Move data from old 8.3 structure to new 8.3 structure to new 8.8 structure8.8 structure
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS PEOPLETOOLS TABLESTABLES
Release 8.46Release 8.46
DATA CONVERSION
Alters Alters withwith Deletes Deletes
PeopleTools
generated
scripts
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS TABLESPEOPLETOOLS TABLESRelease 8.46Release 8.46
APPLICATION TABLESAPPLICATION TABLES• Old StructureOld Structure
• dropping unused fieldsdropping unused fields
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS PEOPLETOOLS TABLESTABLES
Release 8.46Release 8.46
APPLICATION TABLESAPPLICATION TABLES• Release 8.9 Release 8.9
structurestructure• Converted dataConverted data
Cleanup and TestingCleanup and Testing• A long round of testing is done , both for new A long round of testing is done , both for new
features and for regression to ensure that the features and for regression to ensure that the system is working as desired.system is working as desired.
• A detailed test plan is prepared during the re-A detailed test plan is prepared during the re-customization phase itself for this.customization phase itself for this.
• External systems interfacing with the External systems interfacing with the PeopleSoft application are intimated to do any PeopleSoft application are intimated to do any changes that are required due to the impact of changes that are required due to the impact of re-customizations in parallel. re-customizations in parallel.
• Interfaces/ reports and batch job changes are Interfaces/ reports and batch job changes are tested and key user groups and external tested and key user groups and external systems verify each impacted and even non-systems verify each impacted and even non-impacted component to ensure that all changes impacted component to ensure that all changes are as desired.are as desired.
• Database backup step is done to ensure that Database backup step is done to ensure that the system is safe from any changes.the system is safe from any changes.
Test Move to ProductionTest Move to Production
• Make Another Copy of ProductionMake Another Copy of Production• Perform all Documented Steps for Perform all Documented Steps for
the Movethe Move• Closely Record Time ExpendedClosely Record Time Expended• Refine Steps and PlanningRefine Steps and Planning
• Unfreeze developmentUnfreeze development
• Update Security Privileges for UsersUpdate Security Privileges for Users
• All application servers/web servers All application servers/web servers are closed prior to thisare closed prior to this
• Other application teams are Other application teams are intimated of system closure so that intimated of system closure so that any automated processes any automated processes exchanging data should not failexchanging data should not fail
SYSTEMSYSTEMCATALOGCATALOG
PEOPLETOOLS PEOPLETOOLS TABLESTABLES
Release 8.46Release 8.46
APPLICATION TABLESAPPLICATION TABLESHRMS 8.9HRMS 8.9
Existing Data in 8.9 Existing Data in 8.9 StructureStructure
PROD
Finished Product!Finished Product!
Testing TechniquesTesting Techniques
• Upgrades vary in complexity and scale Upgrades vary in complexity and scale from release to releasefrom release to release
• PeopleSoft does not deliver upgrade test PeopleSoft does not deliver upgrade test scriptsscripts
• Effective Testing involves an Effective Testing involves an understanding of the various stages of an understanding of the various stages of an upgrade and when these tests have to be upgrade and when these tests have to be performed. performed.
Evaluating Testing Evaluating Testing RequirementsRequirements
– The number of products and modules you The number of products and modules you currently have in your production database. currently have in your production database.
– The number of customizations you have in The number of customizations you have in your production database.your production database.
– The functional design and business The functional design and business requirements addressed by each requirements addressed by each customization.customization.
– Your online, batch and reporting business Your online, batch and reporting business processes that you want to include in testing.processes that you want to include in testing.
Testing StrategiesTesting Strategies
• Unit TestingUnit Testing• System TestingSystem Testing• Integration TestingIntegration Testing• Parallel Testing (optional)Parallel Testing (optional)• Performance TestingPerformance Testing• User Acceptance TestingUser Acceptance Testing• Regression TestingRegression Testing
Performance Tips for Performance Tips for UpgradeUpgrade
Plan your upgrade for performance.Plan your upgrade for performance.– Provide as much hardware, memory, and disk space as you Provide as much hardware, memory, and disk space as you
can. can. – Run long processes on a dedicated server, not the client. Run long processes on a dedicated server, not the client.
Configure that server similarly to your production Configure that server similarly to your production environment. environment.
– Use a dedicated workstation, configured like the production Use a dedicated workstation, configured like the production environment.environment.
– Configure application server and process scheduler for the Configure application server and process scheduler for the target database on the new PeopleSoft release.target database on the new PeopleSoft release.
– Look for fragmented tables. Resize or reorganize the initial Look for fragmented tables. Resize or reorganize the initial and next extents accordingly.and next extents accordingly.
– Know which tables are your largest. This information will be Know which tables are your largest. This information will be valuable during the upgradevaluable during the upgrade
Performance Tips Performance Tips (contd)(contd)
• Improve Performance for Your Improve Performance for Your Platform ( eg: Db2)Platform ( eg: Db2)
– Use the Cost-based optimizer during the Use the Cost-based optimizer during the upgradeupgrade
– Be sure to have the auto extend feature Be sure to have the auto extend feature turned onturned on
• Contact the GSC for any problems Contact the GSC for any problems with the upgradewith the upgrade
Performance Tips Performance Tips (contd)(contd)
• Reducing the Time of Upgrade Process Reducing the Time of Upgrade Process – Overall timeframe of an upgrade can be Overall timeframe of an upgrade can be
reduced by executing the tests on the current reduced by executing the tests on the current system while the upgrade is in progress system while the upgrade is in progress
– After each test Move to Production, turn over After each test Move to Production, turn over the upgraded database to the testing team the upgraded database to the testing team while the technical team begins a new while the technical team begins a new iteration of the test Move to Production iteration of the test Move to Production
Customer Connection Customer Connection NavigationNavigation
• Implement, Optimize + UpgradeImplement, Optimize + Upgrade– Upgrade GuideUpgrade Guide
•Upgrade Documentation and Upgrade Documentation and SoftwareSoftware– Upgrade Documentation and Upgrade Documentation and
ScriptsScripts•Sort by release or DateSort by release or Date
DiscussionDiscussion