peoplesoft 9.0 upgrade case study using “no code freeze ...psdbs.com/pdf/methodology.pdf ·...

Peoplesoft 9.0 Upgrade Case study using

“No code freeze” methodology

PSDB Solutions Inc.

Raghav Pujari

Email : [email protected]

David Samadi

Email : [email protected]

Session # 8527

© PSDB Solutions Inc. 2

Who we are ?

PSDB Solutions Inc.

• Established in 2004, located in Alpharetta GA.

• Engaged in providing consulting services :

o PeopleSoft HCM/FSCM Upgrade

o PeopleSoft HCM/FSCM New Implementation

o Oracle Database Administration

o Oracle/PeopleSoft Production Support

o Monitoring and Performance Tuning

o Platform migration services

• We have built a toolkit of methodology, procedures and scripts that streamlines and

automate PeopleSoft Implementation/ Upgrade Projects and Service Operations.


Who we are ?

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


Who we are ?

David Samadi

• 25+ years of IT that include 20 years of PeopleSoft HRMS/HCM, FSCM

• Area of expertise Hands-on : Project Management, New Implementation, Upgrade,

Data Conversion, Security Architect , Production Support, Training and Tuning

• Functional expertise HCM : Core HR, Payroll, Global Payroll, Base Benefits, Benefit

Admin., Time & Labor, Recruiting/TAM, Absence Management, eProfile,

ePerformance, ELM, ePay, eCompensation etc.

• Functional expertise FSCM : Asset Management, GL, Project Costing, AP, AR, PO,

Employee Expense

• Technical Expertise Peopletools : SQR, Cobol, Peoplecode, Component Interface,

Portal, Security, Application Engine, Datamover, Integration Broker etc.


About Upgrade Case Study

• Scope included upgrade of PeopleSoft HRMS 8.8 to HCM 9.0

• Heavily Customized PeopleSoft HRMS 8.8 System

• PeopleSoft Modules :

• Number of Active users @ 35,000 and 3000 concurrent users

• Due to nature of customizations and very complex Business Process requiring

frequent changes to the system so code freeze over 2 weeks was imposible

Core HR Including PAR eProfile

Benefit Admin eBenefits

Payroll for NA eCompensation, ePay

Absence Management ePerformance

Time & Labor eTime

Position Management eRecruit/ Candidate Gateway


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

• HR 8.8 de-support

• Agreement on new

functionality in 9.0

• Required Access

• No documentation

• Code Freeze not an

option

• Business users

were not receptive

to new changes

• Manual Fit/Gap

• Variable scope

• Identify used

customization

• Data Archival

• Verify Data

Conversion

• Scope of QA

• Testing Interfaces

• Prioritizing critical

issues

• Fix vs.

Enhancement

• Managing

Post-go-live

Changes


SourceNew Release

Demo

Copy of

Production

0

Upgraded

Copy of

Production

1

Target

Initial PassCopy of

Production

1

Source

Target

Test Move Pass

1

Upgraded

Copy of

Production

2

Copy of

Production

2

Upgraded

Copy of

Production

3

Source

Target

Test Move Pass

2

. . . . . Repeat until Final Move to Production

Upgrade PassesAs per Oracle Documentation

Courtesy - Oracle Getting Started on Your PeopleSoft Upgrade Document


How Test Move works ?

System

Catalog Tables

Peopletools

Tables

Application

Tables

Upgraded Copy of

Production 0

System

Catalog Tables

Peopletools

Tables

Application

Tables

New Copy of

Production 1

System

Catalog Tables

Peopletools

Tables

Application

Tables

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

5. Apply Application Changes

6. Build New Objects

7. Perform Application Data Conversion

8. Complete remaining Application Upgrade Steps


Challenges in Test Move

Security Objects

User Queries & Tree

Process & Job

Definition

Process & Job

Definition

Code Changes

Status before Upgrade :

Current Date

Security Objects

User Queries & Tree

Process & Job

Definition

Process & Job

Definition

Code Changes

Status after Upgrade :

Moved back in time


Pros & Cons of Traditional Methodology

Pros Cons


No Code Freeze Methodology

Initial Pass

Template

Test Move Pass

Template

Hybrid Pass

Template

Custom Steps

No Code Freeze

Methodology

Post Upgrade

Template


Pros & Cons of No-Code Freeze Methodology

Pros Cons


Clone

Compare

UPGHCMCopy of Prod

PeopleTools Upgrade

No Code Freeze Methodology - First Pass

UPGDELTA1Tools Upgraded

HCMDEMONew Release 9.x

UPGHCMTools Upgraded

Identify/Preserve

Customizations

Copy Upgrade Project

Do Application Upgrade

Clone

UPGHCMUpgraded

UPGDEVDevelopment

App. Setup Data

UPGTSTMerge Master Project

App. Setup Data

UPGGOLDMaster Project

App. Setup Data

Development

Unit Testing

QA/ Testing

Clone

Validate Master Project

Copy

Analyze Upgrade Timing Report

and

Tune/Automate upgrade steps

Apply Customizations


Clone

Compare

UPGHCMCopy of Prod

PeopleTools Upgrade

No Code Freeze Methodology - Second Pass






Clone

UPGHCMUpgraded

UPGDEV


App. Setup Data


App. Setup Data

Development

Unit Testing

QA/ Testing


Copy


First Pass

Analyze and Identify

Delta Customizations

Migrate Delta Changes

Run Post Upgrade Template

Analyze Upgrade Timing Report and


Clone


Clone

Compare

UPGHCMCopy of Prod

PeopleTools Upgrade

No Code Freeze Methodology - Third Pass






Clone

UPGHCMUpgraded

UPGDEV


App. Setup Data


App. Setup Data

Development

Unit Testing

QA/ Testing


Copy


First Pass

Analyze and Identify

Delta Customizations

Migrate Delta Changes

Run Post Upgrade Template

Analyze Upgrade Timing Report and



Fine Tuning 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


Create Post Upgrade Template

Run Steps in Parallel

Import Setup Tables

Final Audit steps from delivered

Template

Copy Customizations

Run Data Fixes/ SQL Scripts


Customizations Review Made Easy

• Customization Statistics are generated for following criteria

along with comparison with HR 8.8 release statistics

• Total Object Count

• Total Customization Count

• Total Bolt-on Customization count

• Total Embedded (Overlapping) Customization Count

• % of Embedded Customization

• Detailed Customization Report prepared for following criteria

using scripts in excel spreadsheet

• Detailed Customization List for each Peoplesoft Object

• Retired and Dropped Customization

• Retired and Overwritten Customization


Customization Analysis Report


Project Conclusion

No Code Freeze for entire duration of the project

Run Both Hybrid & Post Upgrade Template in 48 hours

No issues related toSecurity

No need for dual development Missed some custom objects due to developer error


Summary

• Discussed case study about upgrade of PeopleSoft HRMS 8.8 to HCM 9.0

• It was complex application using most modules in PeopleSoft and heavily

customized

• We faced unique challenges in all 4 phases of the upgrade project

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

objects

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

Upgrade Tasks Template

• Using this methodology we were able to complete upgrade go-live well within

production downtime window

• We used custom developed script to validate customizations

• 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


Questions ?


Appendix A – List of objects replaced in Test Move

Peopletools System Tables System Setup Data

• Peopletools Security Tables

Userid, Roles, Permission Lists

• Records & Indexes

• Fields, Field Format & Translate Values

• including Pages, Components & Menus

• Queries & Tree DEPT Tree

• Business Processes, Activities

• Process Definitions, Process Jobs

• Process Recurrence & Process Control

• SQL & File Layout Definition

• App. Engine Process/ Sections

• Message Nodes, Message Channel

• App. Messaging Tables

• Portal Definitions

• Application Packages

• XML Publisher Tables

• Message Catalog Tables

• COBOL Stored Statements

• EDI Tables

• Strings Tables

• Mass Change Tables

• Verity Based Indexes

• Setup Manager Tables

• Optimization Model Tables

• Integration Broker Schema Tables

• Enterprise Portal Content Registry

Project Definition


Appendix B - Change Assistant Screen Shots

Automate Manual Step – Task 2-1: Verifying Upgrade User


Appendix B - Change Assistant Screen Shots

Automate Manual Step – Task 2-20-15: Generating Oracle Conversion Scripts

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