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© PSDB Solutions Inc.
Managing Moving Customizations during
PeopleSoft 9.1 Upgrade Project
PSDB Solutions Inc.Raghav Pujari
Email : [email protected]
© PSDB Solutions Inc.
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
© PSDB Solutions Inc. 4
© PSDB Solutions Inc.
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
© PSDB Solutions Inc.
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
© PSDB Solutions Inc.
8© PSDB Solutions Inc.
Pros & Cons of Traditional Methodology
Pros Cons
9
How Oracle Delivered Test Move works ?
© PSDB Solutions Inc.
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
© PSDB Solutions Inc.
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How to Manage Customizations in Traditional Upgrade Methodology ?
© PSDB Solutions Inc.
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
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No Code Freeze Upgrade Methodology
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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
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Pros Cons
© PSDB Solutions Inc. 14
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
© PSDB Solutions Inc. 15
Clone
Compare
PSUPG91Copy of Prod
PeopleTools Upgrade
No Code Freeze Methodology - Second Pass
PSDLT912Tools Upgraded
PS Demo 9.1New Release
PSUPG91Tools Upgraded
Copy Upgrade Project
Do Application Upgrade
Clone
PSUPG91Upgraded
PSDEV91
PSTST91Merge Master Project
App. Setup Data
PSUAT91Master Project
App. Setup Data
Development
Unit Testing
QA/ Testing
Validate Master Project
Copy
PSDLT911Tools Upgraded
First Pass
Analyze and Identify
Delta Customizations
Migrate Embedded
Delta Changes
Run Post Upgrade Template
Analyze Upgrade Timing Report and
Tune/Automate upgrade steps
Clone
Migrate Bolton
Delta Changes
HR 8.9
Tools
8.51
HR 8.9
Tools
8.51
© PSDB Solutions Inc. 16
Clone
Compare
PSUPG91Copy of Prod
PeopleTools Upgrade
No Code Freeze Methodology – Third Pass
PSDLT911Tools Upgraded
PS Demo 9.1New Release
PSUPG91Tools Upgraded
Copy Upgrade Project
Do Application Upgrade
Clone
PSUPG91Upgraded
PSDEV91
PSTST91Merge Master Project
App. Setup Data
PSUAT91Master Project
App. Setup Data
Development
Unit Testing
QA/ Testing
Validate Master Project
Copy
PSDLT912Tools Upgraded
First Pass
Analyze and Identify
Delta Customizations
Migrate Embedded
Delta Changes
Run Post Upgrade Template
Analyze Upgrade Timing Report and
Tune/Automate upgrade steps
Clone
Migrate Bolton
Delta Changes
HR 8.9
Tools
8.51
HR 8.9
Tools
8.51
17
How to Spilt Customization ?
© PSDB Solutions Inc.
• 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
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19
Fine Tune Hybrid Template
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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
© PSDB Solutions Inc.
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
© PSDB Solutions Inc.
Questions ?
22© PSDB Solutions Inc.
23
Appendix A – List of objects replaced in Test Move
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Automate Manual Step – Task 3-23-15: Generating Oracle Conversion Scripts
24
Appendix B - Change Assistant Screen Shots
© PSDB Solutions Inc.
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
© PSDB Solutions Inc.
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
© PSDB Solutions Inc.