JD Edwards & Peoplesoft 3 _ Victor Li _ PeopleTools 8.51 highlights People Tools in Action.pdf

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PeopleSoft Technology Roadmap Victor Li Oracle, Principle Support Engineer, Software Support

The 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.

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Program Agenda

•  PeopleTools Roadmap

•  PeopleSoft Investment Strategy

•  PeopleSoft Technology Direction

•  Application Lifecycle Management

•  Announcement

PeopleTools Roadmap

•  Consistent, annual PeopleTools releases

PT8.50 PT8.51 PT8.52 PT8.53 PT8.5x

PeopleSoft Investment Strategy When Should We Upgrade?

PeopleTools

Applications

8.52 8.51

Feature Pack Feature Pack

8.50

9.1

8.53

9.2

PeopleTools Patch Support •  Each PeopleTools version will be patched until 12 months after the NEXT

version is released •  Critical Updates (CPU’s) will be produced for 12 months beyond that

8.50 Patch Support begins at GA And continues until 12 months after 8.51 GA

CPU’s for 12 additional months


PeopleTools

Applications

8.52 8.51


8.50

9.1

8.53

9.2

Ideal Upgrade Frequency – In-Sync •  Synchronized with PeopleTools’ annual releases •  Tools Upgrade go-live prior to end of Patch Support •  Subsequent Tools Upgrade go-live during its Patch Support and prior to

end of prior release’s Critical Patch Support

8.50 Patch Support 8.50 CPU Only

8.50 8.51

Ideal 8.50 Go-Live



PeopleTools

Applications

8.52 8.51


8.50

9.1

8.53

9.2

Alternate Upgrade Frequency – Skip One •  Tools Upgrade go-live prior to end of Patch Support •  Subsequent Tools Upgrade go-live during its Patch Support and prior to

end of prior release’s Critical Patch Support


8.50

Ideal 8.50 Go-Live

8.52 Patch Support

8.52

Ideal 8.52 Go-Live

PeopleSoft Technology Strategy Global Trends That Influence our Direction

•  TCO •  Infrastructure Flexibility •  Productivity/Efficiency/Usability •  Automation, Application Lifecycle

•  SaaS, Cloud Computing (Public/Private), Virtualization •  Capitalization of Infrastructure, Cost Controls •  Customization vs. Configuration

•  Integration, Security, Governance, Compliance •  Heterogeneous implementations •  Federated, loosely coupled integrated solutions •  More content on the web, more processes include external

interaction

Goal: Align our investments with yours

PeopleSoft Technology Direction Continue to Evolve

•  Enhance Usability •  Simple •  Productive •  Intuitive

•  Deliver Business Value

•  Business-led upgrades •  Visible and Measurable end-user benefits

•  Lower Cost to Own

•  Predict and Plan •  Manage and Control risk •  Optimize and Leverage resources

PeopleSoft Technology Direction Deliver an Evolutionary User Experience

PeopleTools 8.50 brought… •  New menu architecture •  New style, look and feel •  Dynamic, responsive UI

•  Grids •  Modal Windows •  Type Ahead

•  Related Content Framework










PeopleTools 8.51 added… •  SmartNavigation

•  Application Navigation by Hierarchical Data



•  Application Navigation by Hierarchical Data •  Related Actions – On-page contextual menus



•  Application Navigation by Hierarchical Data •  Related Actions – On-page contextual menus •  Persistent Search Results

Persistent Search Default Search Behavior (8.51)




•  Embedded Help •  On-page integrated help content





•  Related Content Enhancements •  Support for Level 1, 2 and Hidden Fields

•  Introduction of Workcenter Framework






PeopleTools 8.52 continues with… •  Universal Search Framework

•  Comprehensive changes and enhancements to how users access PeopleSoft content

•  Enables “Search” to be a fundamental aspect of user navigation •  Provides Global Search, improved Component Search, Search

Facets and Search Filters






PeopleTools 8.52 continues with… •  Application Workcenter Platform

•  Role-based functional dashboards that include: •  Inter-related pagelet content in transactional context •  Activity Guides: Process based navigation framework •  Integrated Operational Reporting, Analytics and Dynamic Charts

Prioritize Work Queues and Alerts

Configurable “One Stop Shop” Role-based Work Center

View and Correct Exceptions

Personalized Navigation

Drill to Details

Perform Actions Quickly on Multiple

Documents

Navigation / Task Pane

Target Content Pane

Related Content Pane


PeopleTools 8.52 continues with… •  Operational Reporting: Pivot Grid

•  Pivot Table functionality within PIA •  Dynamic Integrated chart •  Publish table or chart to pagelet for Operational Dashboard or

Workcenter


PeopleTools 8.52 continues with… •  Operational Reporting

•  Pivot Tables

PeopleSoft Technology Direction Evolutionary Technology Platform

PeopleTools 8.51… •  PeopleSoft Test Framework •  Usage Monitor

PeopleTools 8.52… •  Application Data Sets •  Three-way Compare/Merge •  Related Content as Managed

Objects •  Feeds as Managed Objects

•  Feed Publisher Wizard •  Feed Personalization •  Feed Definition Templates

Application Lifecycle Management Drivers and Value Proposition

Change is… •  Inevitable

•  Enhancements •  Maintenance •  Upgrades

•  Risky and Expensive •  System testing is time consuming and costly •  Accurate Impact information is difficult to gather

Maintenance Process Without PeopleSoft Enhanced LCM

Install

Impact Analysis

Fix Custom Code

Unit Test

System Test

•  Review Compare Reports

•  Check application functionality for potential impact

•  Estimate level of effort

•  Decision to apply maintenance often based on partial or incomplete analysis

•  Review and fix customizations as needed

•  Developers complete unit testing

•  Business Owners complete system test

•  Scope of test usually very broad, often majority of application

Manually Intensive

Maintenance Process With PeopleSoft Enhanced LCM

Install

Impact Analysis

Fix Custom Code

Unit Test

System Test

Automation Benefits

•  Run Test Coverage and Compare Reports to tables

•  Review Test Case Impact

•  Estimate level of effort

•  Decision to apply maintenance based on more complete analysis

•  Review and fix customizations as needed

•  Developers review Test Case Maintenance report and complete automated unit testing

•  Impacted Business Owners complete system test only on affected parts of the application

PeopleSoft Technology Direction Application Data Sets

•  Application Data Sets •  Provide the ability to define Data Sets, or

“shapes”, and move that data between databases without DataMover or flat files

•  Automates the process of moving data between PeopleSoft application instances

•  Reduces or eliminates the need for manual data entry and configuration in multiple instances

•  For Example: •  Setup all of your Annual Benefits

program data in a test environment •  Your functional experts validate the data,

rules and test the functionality •  Move to production by manually entering

annual benefits program data again

Test Environment

Production Environment

Production Environment

Without ADS: Manual

With ADS: Automated


PeopleTools 8.51… •  Documents Interface

Logical

+ Physical


PeopleTools 8.51… •  Documents Interface

PeopleTools 8.52… •  PeopleSoft Integration Network

•  Simplified configuration and setup •  Introspection of application interfaces •  Monitor across nodes

•  Prompts Web Service •  Improve use of Components with

external User Interfaces such as applications built with Oracle ADF

•  WSDL 2.0/Soap 1.2 •  Performance Improvements for

Large/Binary content •  RESTful Services


PeopleTools 8.51… •  Oracle Active Data Guard

•  Offload “mostly read-only” workloads to idle resources

•  Oracle VM Production Templates

PeopleTools 8.52… •  Golden Gate •  Solaris x86-64 •  EM Data Masking •  Oracle Secure Files •  Discontinue HPUX PA-RISC

PeopleTools 8.52 Release Value Proposition

(RVP) document is now available on Oracle Support

Business Practice Change PeopleSoft Third-Party Products

•  Oracle remains committed to supporting PeopleSoft customers’ ability to choose technology components •  Active partner testing and certification program

•  Aligning our business practices for partner products •  Operating systems, Databases, Application Servers,

Browsers

•  Moving toward a business model where customers license IBM WebSphere Application Server, Business Objects Enterprise and Crystal Reports directly from their respective vendors

Details: •  PeopleTools 8.51 will be the last release to package IBM WebSphere Application Server. Existing customers may

use the previously provided license, new customers will not receive a license to use WAS with PeopleSoft applications.

•  Future versions of IBM WebSphere Application Server will be certified with future PeopleTools releases.

•  Customers who wish to continue using IBM WAS with PeopleSoft applications will need to obtain appropriate license and support from IBM prior to upgrading to PeopleTools 8.52.

•  Oracle will continue to package Oracle WebLogic with PeopleTools. All customers will have the option to use this product at no charge.

If you already own a PeopleSoft application and want to keep using IBM WebSphere…

If you are a new customer and want to use IBM WebSphere…

•  The license you have already received is still valid.

•  Oracle will continue to provide direct support for IBM WAS while PeopleTools 8.51 is being patched.

•  Oracle will continue to certify new IBM WAS versions with future PeopleTools releases.

•  Oracle will continue to certify new IBM WAS versions with future PeopleTools releases.

•  You will need to purchase a license for WAS directly from IBM.

Announcement: As of September 1, 2010, NEW customers will not receive a license to use IBM WebSphere Application Server (WAS) when they purchase PeopleSoft Enterprise applications. Prior to upgrading to PeopleTools 8.52 existing customers will need to obtain support from IBM or migrate to Oracle WebLogic.

Details: •  All customers who have received a licensed copy of Business Objects products from Oracle with PeopleTools will

be able to continue using the product according to the provided license terms.

•  Oracle plans to continue to certify future versions of Business Objects products with future PeopleTools releases. Customers who wish to use future versions of Business Objects products with PeopleSoft will need to obtain appropriate license and support directly from SAP/Business Objects.

•  Oracle will continue to package Oracle XML Publisher with PeopleTools. All customers will have the option to use this product at no charge. All of the critical reports included with PeopleSoft applications will be converted to XML Publisher format and included with future PeopleSoft releases.

If you already own a PeopleSoft application and want to keep using Crystal Reports…

If you are a new customer and want to use Crystal Reports…

•  The license you have already received is still valid.

•  Oracle will continue to certify new versions of Business Objects products with future PeopleTools releases. You will need to purchase these future releases from SAP/Business Objects if you wish to use them.

•  Oracle will continue to certify new Business Objects products with future PeopleTools releases.

•  You will need to purchase a license for these products directly from SAP/Business Objects.

Announcement: As of July 1, 2011, Oracle will discontinue distribution of Business Objects Enterprise and Crystal Reports with PeopleTools. Existing customers may use the license previously received from Oracle. PeopleSoft reports will continue to be delivered using Oracle XML Publisher, which is included free-of-charge.