Best Practices for Upgrading Oracle PeopleSoft Environments CON9632 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Best Practices for Upgrading Oracle PeopleSoft EnvironmentsCON9632

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3

Safe Harbor StatementThe following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft CEMLI Analysis Tool (PCAT) Overview

Pat WilkinsonSenior DirectorOracle ConsultingOctober 2, 2014


Program Agenda

What is PCAT?

How PCAT Works

PCAT Reports Overview

PCAT Services

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Program Agenda

What is PCAT?

How PCAT Works


PCAT Services

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What is PCAT?The PeopleSoft CEMLI Analysis Tool (PCAT) is an online analysis and benchmarking tool that allows customers to better understand how CEMLIs (customizations) impact their PeopleSoft Application:

CEMLI Benchmarking

Compare how customized your application is compared to other peer group PeopleSoft customers.

CEMLI Inventory

Use PCAT discovery scripts to determine where you have customized your PeopleSoft application

CEMLI Impacts

Proactively determine how future upgrades and maintenance events will impact your customizations

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What is PCAT?

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Proactively analyze CEMLI impacts and identify opportunities to replace or modernize them through the lifecycle of your PeopleSoft application.

Maintain PeopleSoft 9.2+ Upgrade to 9.2Maintain PeopleSoft Pre-9.2CEMLI Benchmarking Measure your application to determine how custom your PeopleSoft environment is compared to other customers.

Identify target areas for CEMLI reduction, application standardization, and modernization.CEMLI ID Builder Use PCAT CEMLI ID Builder to

analyze your CEMLI Inventory and create a CEMLI catalog.

Use your PCAT CEMLI ID Catalog to increase your effectiveness in making upgrade keep/delete decisions

Evaluate new features delivered in PUM releases against your CEMLI ID Catalog

CEMLI Upgrade Impacts Use PCAT Upgrade Impact Reports to proactively determine what CEMLI ID, Products, and Objects will be impacted by maintenance events.

CEMLI Maintenance Impacts Use PCAT Maintenance Impact Reports to proactively determine what CEMLIs will be impacted by maintenance events.

Use PCAT Maintenance Impact Reports to proactively determine how future PeopleSoft Update Manager (PUM) release


What is PCAT?

Use PCAT for your next upgrade or for ongoing maintenance updates:

Make Better Decisions

Customers with PCAT CEMLI analysis tools can prioritize keep/delete decisions that have the most impact.

Analyze CEMLIs

Use CEMLI Builder to catalog your customizations. Proactively see how your CEMLIs are impacted by upgrades and maintenance.

Reduce CEMLIs

Better upgrade decisions lead to greater reductions in CEMLIs and long term lower cost of ownership for your PeopleSoft application.

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CEMLI Reduction ResultsCustomer project examples. CEMLI Reduction 30-50% when you upgrade to the latest release using Oracle CEMLI Analysis Tools

Campus SolutionsFinancialsHCM

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Program Agenda

What is PCAT?

How PCAT Works


PCAT Services

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How PCAT works?

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How PCAT works?

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Use PCAT for your next upgrade or for ongoing maintenance updates:

PCAT Data Stores (3)

Oracle maintains 3 data stores for the PCAT infrastructure (CEMLI Benchmarking database, Maintenance, Latest upgrade release: 9.2).

Upload CEMLI Data

Customer can run PCAT scripts and send to Oracle to upload into PCAT. Customer can refresh CEMLI data at any time.

Proactive PCAT Reports

The PCAT tool provides real time proactive impact reports and dashboard analytic reporting between the data stores and customer CEMLI data.


Program Agenda

What is PCAT?

How PCAT Works


PCAT Services

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CEMLI Benchmarking Reports For PeopleSoft


CEMLI Benchmarking Reports

CEMLI Benchmarking Reports provide a ranking and scoring engine that compares the inventory of CEMLI objects in your application and against a benchmarking database of over 900 PeopleSoft application environments.



These scores are then compared against the following Peer Groups in the Benchmarking database which produces percentile rankings of how custom your application is compared to similar customer Peer Groups.

Summary scoring for the following Peer Groups:• All PeopleSoft Customers•Application •Industry



The reports also allow users to drill down to see impacts at the object category and PeopleSoft object level.

PCAT Object Categories:•Business Logic•Data Structures•Interfaces•Reports•Security•User Interface•Web Services•Workflow


CEMLI Inventory Analysis For PeopleSoft


CEMLI Inventory Analysis

PCAT can make your CEMLI data more “Functional”. PCAT allows customers to organize individual custom objects into groups of objects (called CEMLI IDs). CEMLI IDs can then be associated with Products and Business Processes

1000 Custom Objects 150 CEMLI IDs

12 Business Processes

Use P-CAT to make better functional upgrade decisions. Decisions to take a product or business process back to vanilla can be traced back to the impacted objects

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CEMLI Inventory Analysis

CEMLI ID Builder is a tool that allows customers to catalog CEMLI objects into logical groups or buckets of objects that meet functional or technical requirements (Interfaces, Extensions, Conversions, etc).


Upgrade Impact Analysis ReportsFor PeopleSoft


Upgrade Impact Reports

The PCAT Upgrade Impacts Dashboard provides reports that detail what CEMLI objects will be impacted by future upgrades. Customer can see these impacts before the upgrade test move has been applied to the system.



Upgrade Impact Reports allow users to view impacts for:• Object Types



Upgrade Impact Reports allow users to view impacts for:• Products



Upgrade Impact Reports allow users to view impacts for:• CEMLI IDs*

*For customers that have used CEMLI ID Builder to create a CEMLI ID Catalog


Maintenance Analysis Services For Oracle Applications


Maintenance Impact Reports

The PCAT Maintenance Impacts Dashboard provides access to online reports that detail what CEMLI objects will be impacted by future maintenance. Customers can see these impacts before maintenance has been applied to the system.



The PCAT Maintenance Impacts Dashboard:

9.2 Example with PeopleSoft Update Manager (PUM)



The PCAT Maintenance Impacts Dashboard report on impacts to Objects, Products, and CEMLI IDs.


Program Agenda

What is PCAT?

How PCAT Works


PCAT Services

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CEMLI (Customization) Upgrade and Maintenance Oracle Consulting can help you meet your CEMLI upgrade goals

CEMLI Impact Analysis

Leverage X-CAT to proactively measure what CEMLIs will be impacted by the next release so you can make more impactful upgrade decisions

Reduce the number of CEMLIs in your application by as much as 50% by retiring customizations that are no longer needed or can be replaced by delivered functionality

Reduce your CEMLIsCatalog your CEMLIs

Use new tools such as the CEMLI Analysis Tool (X-CAT) for EBS, PSFT, JDE, SEBL to create a catalog of your CEMLIs and benchmark your customization level vs. other Oracle customers

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CEMLI Upgrade & Maintenance Services CEMLI Services with PCAT

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To request a PCAT demo or request a free CEMLI Benchmarking report, please contact:

[email protected] DirectorOracle Application Solution Centers

mailto:[email protected]


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Best Practices for Upgrading Oracle PeopleSoft Environments CON9632 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |