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Improve ROI and Lower Costs by Mastering PeopleSoft Upgrade Tools and Resources

Victoria Cleven Principal HCM Business Solutions Consultant

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.

Agenda

•  Upgrade Tools

•  Upgrade Resources

•  Q & A

Agenda

•  Upgrade Tools

•  Upgrade Resources

•  Q & A

High Level Upgrade Project Upgrade Phases

Evaluate

Plan

Execute

Agenda

•  Upgrade Resources

•  Upgrade Tools

•  Q & A

PeopleTools Upgrade Tools

Evaluate • My Oracle

Support resources

• User Productive Kits (UPK)

Plan • Compare Reports • Change Impact

Analyzer • Composite compare • Visual compare and

merge • Oracle Configuration

Manager

Execute • Performance Improvements •  Impact analysis tools

• PeopleSoft Test Framework • Usage Monitor • Compare Report

• Change Assistant • Enterprise Manager

• PSFT application management pack

PeopleTools Upgrade Tools

Evaluate • My Oracle

Support resources

• User Productive Kits (UPK)

Plan • Compare Reports • Change Impact

Analyzer • Composite compare • Visual compare and

merge • Oracle Configuration

Manager

Execute • Performance improvements •  Impact analysis tools

• PeopleSoft Test Framework • Usage Monitor • Compare Report

• Change Assistant • Enterprise Manager

• PSFT Application Management Pack

Upgrade Tools Oracle Configuration Manager

•  What is it? •  Configuration collector – includes all layers

•  Capture customer configuration information to provide more efficient customer service

•  Included within PeopleTools 8.50 install process •  Why?

•  Faster problem resolution •  Preventive support advice •  Improved system stability

•  Health Checks •  Check common issues and recommend corrective actions •  Visible in My Oracle Support

•  Priority Handling •  SRs logged against configurations are handled first!

Upgrade Tools PeopleSoft Upgrade 9.1/8.50

•  Upgrade performance improvements •  Reducing system downtime

PSFT Application

Change Assistant

•  Upgrade Data Conversion Analyzer •  Upgrade Data Conversion Runtime

Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51

•  Change is risky and expensive

•  System testing is time consuming and costly

•  Accurate Impact information is difficult gather

•  Change in inevitable

•  Upgrades

•  Maintenance

•  Enhancements

Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51

2. Create PTF test cases for each business process

4. Run the compare report with data written to tables

• Why PeopleSoft Test Framework? • Reduce fear and uncertainty of change • Understand scope of upgrade • Reduce time, complexity and cost of system testing

PS APPS

1. Run usage monitor

3. Upgrade

5. Impact Analysis • Test cases • System usage • Changed objects

The complete process

Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51

•  PeopleSoft application testing - “Record and Playback”

•  Integrated with PeopleTools

•  Integrated with lifecycle management, upgrades and change management

•  Tests and test cases are PeopleTools managed objects

•  Stores references to all records, fields, pages, menus, components used in a test in the database

•  Provides impact analysis

Oracle Proprietary and Confidential

Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51

•  Test case development •  Easy process for recording test cases

Record Toolbar

Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51

•  Test case maintenance •  Straightforward tool to add, edit, delete and debug test cases

•  Integrated with PeopleTools managed objects

Upgrade Tools PeopleSoft Test Framework – PeopleTools 8.51

•  Test case results •  Simple UI for reviewing test case results

Upgrade Tools Enterprise Manager – PeopleSoft Management Pack

•  Centralize and simplify system management

•  Proactive system monitor and management

•  Lower your total cost of ownership (TCO)

•  Leverage best of breed Oracle management technology

High Level Upgrade Project Upgrade Phases and Tasks

Evaluate • Analyze new features

•  Product documentation and release content

•  CFO Tool

Plan •  System requirements • Change Management

•  URR Tool •  Business Processes,

Integration Points, and Entity Relationships

Execute • System Testing • Development • Move to production

•  Upgrade Homepages •  Prebuilt PSFT UPK content

Information Portal - locate the documentation, training, and other info needed to help with your implementation process. Customers searching for this information should make this their first online destination. http://www.oracle.com/us/products/applications/054275.html

Hosted & Mobile PeopleBooks - PeopleTools PeopleBooks are available in three formats: Hosted PeopleBooks, PDF’s, and Amazon’s Kindle format. All can be accessed here:

http://www.oracle.com/technetwork/documentation/psftent-090284.html

Doc Home Pages – constantly updated direct links to PeopleBooks, PeopleBook Updates, Release Notes, Installation and Upgrade Guides, and other useful product documentation, all accessible from one My Oracle Support location. PeopleTools 8.51 Documentation Home Page [ID 1127534.1] https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=1127534.1

Learn More PeopleSoft Information Development Resources

Follow us on PeopleSoft_Info

Cumulative Feature Overview (CFO)- Providing concise descriptions of new and enhanced solutions and functionality that have become available starting with the 8.4 release through our latest 8.51 release.

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=793143.1 Upgrade Resource Report Tools - helps you find all the documentation, scripts, and files you need for your upgrade project. https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=SYSTEMDOC&id=1117047.1

Learn More PeopleSoft Information Development Resources

Cumulative Feature Overview Tool

Select Your Specific Products

Define Your To/From Release Comparison

•  Configurable Tool – Select Your Products – Select Your To/From Release

•  Available on My Oracle Support (MetaLink3)

•  For Each Product Family – HCM (Doc ID 793135.1) – FMS/ESA/ALM (Doc ID 793151.1) – SCM/SRM (Doc ID 793155.1) – CRM (Doc ID 793147.1) – EPM (Doc ID 793148.1) – PeopleTools (Doc ID 793143.1) – Portal Solutions (Doc ID 793160.1)

Available On

Upgrade Resource Report Tool

•  Configurable Tool – Select Your Upgrade Path – Run report for a listing of

upgrade resources that are specific to the upgrade path.

–  The list contains links to the actual upgrade content.

•  Available on My Oracle Support

•  For Each Product Family

Select Your Upgrade Path

Available On

PeopleSoft Upgrade Home Pages on MOS

•  The Install and Upgrade documentation team creates a My Oracle Support (MOS) page for each upgrade path per product line. This page serves as an upgrade homepage for that specific upgrade path.

•  These homepages include the Upgrade Files including the Getting Started Guide, Change Assistant User Guide (link), upgrade instructions, Demo to Demo Compare Reports, and upgrade code files.

•  The Install/Upgrade Information Development team also posts installation documentation, hardware/software requirements documentation, and certification information on a separate Install & Hardware/Software MOS pages

Available On

Achieve Quality Results with Oracle Consulting PeopleSoft HRMS Upgrade Services

SERVICE OPTIONS

DESCRIPTION ESTIMATED EFFORT

Discovery • Introductory meeting to establish next steps • Understand if customer is considering a technical upgrade or introducing process improvement through adoption of new PeopleSoft HRMS functionality • Discovery questionnaire

1-2 days

Business Case

• Assist customer to understand what business benefits are achievable from an upgrade •  Assist customer to develop a business case for internal justification for an upgrade effort

3-5 days

Configuration Health Check

• Provide professional assistance to • review current Core HR configuration, • configuration readiness for a multi-country rollout and employee footprint expansion • Review technical architecture towards adopting latest technology

2-3 weeks

Regional Deployment Readiness

• Provide advisory assistance with understanding the technological challenges when moving to a HR Shared Services model •  Assist customer to develop a roadmap and task list for reconfiguration of PeopleSoft HRMS in preparation for adopting Shared Services • Assist customer to develop a HR Shared Services HR Systems operation model

3-4 weeks

Talent Management Readiness

• Assist customer to understand latest PeopleSoft Talent Management offerings •  Work with customer to identify touch points between internalT alent Management initiatives with PeopleSoft Talent Management functionality •  Provide advisory assistance to evolve the customer’s Talent Management framework based on PeopleSoft HRMS Talent Management best practices

3-5 weeks

Deliver Upgrade Project

• Develop detailed scope, plan, resources and timeline for the upgrade, including recommended approach • Conduct workshops for each major business process area with key customer stakeholders to identify areas for improvement and identifying new PeopleSoft HRMS modules and features •  Recommendations for business process improvement and opportunities to introduce new functionality/application modules • Assist customer to identify CEMLI’s to be retired/ replaced. Assess complexity and work effort to upgrade CEMLI’s to be retained

8-12 weeks

Our respective country Oracle Consulting representatives will provide advice on which services are best suited to your needs

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