PeopleTools 8.51 Update and Roadmap 2010 - SNUG 8.51 Update an… · Web Servers Web Server Notable Changes WebLogic 10.3.2 -Minimum for all platforms EXCEPT ... • Future versions

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PeopleTools 8.51 Update and Roadmap 2010

Stephen Wills ([email protected])

PeopleSoft Application Technology Sales Consultant, Oracle

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 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.

PeopleTools 8.51 UpdateAgenda

• Platforms, Certifications, Licensing

• Features Overview

• User Interaction & Web 2.0

• Integration

• PeopleSoft Test Framework• PeopleSoft Test Framework

• Security

• PeopleTools Release Schedule Roadmap

• Q & A





• Integration


• Security


• Q & A

PeopleTools 8.51Platforms – Overview

• Major platform components match PeopleTools 8.50

• Java 6

• 64-bit Server OS

• Discontinued support for • Discontinued support for

• Windows 2003 Server

• Older database versions

• Office 2003

• Details follow…

PeopleTools 8.51 CertificationsOperating Systems

Operating System Notable Changes

AIX 5.3, 6.1

HPUX 11.23, 11.31 (PA-RISC & Itanium)

Linux x86-64

- Oracle Enterprise 5

- Red Hat 5

- SuSE 11 - SuSE 11

- zLinux - RHEL 5, SuSE 10, 11

(DB/batch)

Solaris 10

Windows Server (64-bit)

2008 & 2008 R2

+ Windows 2008 R2

- Windows 2003

z/OS 1.10, 1.11+ z/OS 1.11

- z/OS 1.8, 1.9

See My Oracle Support (Certifications tab) for most current information

PeopleTools 8.51 CertificationsDatabases

Database Notable Changes

DB2 LUW 9.1, 9.5, 9.7 - DB2 LUW 9.1 (Win 2008 R2)

DB2 zOS 8.1, 9.1

Informix 11.1, 11.5 - Informix 10

Oracle 10.2.0.4, 11.1.0.7, 11.2.0.1 - Oracle 9iOracle 10.2.0.4, 11.1.0.7, 11.2.0.1 - Oracle 9i

SQL Server 2005, 2008

Sybase 15.0.3 - Sybase 12.5, 15.0.2


PeopleTools 8.51 CertificationsApplication Server

Application Server Notable Changes

Tuxedo 10gR3 RP031 Java 6+ Tuxedo Rolling Patch 031

- Tux 10gR3 VS2005 (Win)

•Tuxedo must be re-installed on Windows due to a compiler upgrade


PeopleTools 8.51 CertificationsWeb Servers

Web Server Notable Changes

WebLogic 10.3.2

- Minimum for all platforms EXCEPT

Windows 2008 R2

WebLogic 10.3.3

- Minimum for Windows 2008 R2

+ 64-bit

+ WebLogic 10.3.2

+ WebLogic 10.3.3

- 32 bit

- WebLogic 10.3.1 - Minimum for Windows 2008 R2

WebSphere 7.0.0.7 + WAS 7.0.0.7

- WAS 7

•PeopleSoft Web Servers are now all 64-bit, except WAS on HPUX PA-RISC which remains 32-bit


PeopleTools 8.51 CertificationsBrowsers

Browser Notable Changes

Firefox 3.6+ Firefox 3.6

- Firefox 3.5

Internet Explorer 7, 8 + Internet Explorer 8

Safari 3, 4

• If a choice of IE releases exists, we recommend that

customers select IE 8, which in testing offers:

• Enhanced caching

• Improved page rendering


PeopleTools 8.51 CertificationsCOBOL

COBOL Compiler Notable Changes

Net Express 5.1 WP4

- Minimum for Windows 2008 R2

Net Express 5.1

- Minimum for Windows 2008

+ Net Express 5.1 WP4

- Net Express 5.0

Server Express 5.1 WP4

Server Express 5.1 WP4 for zLinux

+ Server Express 5.1 WP4

- Server Express 5.0Server Express 5.1 WP4 for zLinux - Server Express 5.0

IBM COBOL for zOS 3.4, 4.1, 4.2

IBM COBOL for AIX 3.1

IBM Rational Developer for System z 7.6

+ zOS COBOL 4.2

+ AIX 3.1

+ RDz 7.6


PeopleTools 8.51 CertificationsAdditional Components

Other Notable Changes

Business Objects Enterprise XI Rel 3.1 SP2

Business Objects Enterprise XI Rel 3.1 SP3

- Minimum for Windows 2008 R2 only

- BOE XI Rel 3.1 FP 1.6

Crystal Reports 2008 SP2

Crystal Reports 2008 SP3 - Crystal 2008 SP1Crystal Reports 2008 SP3

- Minimum for Windows 2008 R2 only

- Crystal 2008 SP1

Verity VDK 6.5.1.1 - VDK 6.2.1

Office 2007, 2010* - Office 2003

Enterprise Manager 11.1.0.1 - EM 10gR5

Install Anywhere 8


Announcing:A New COBOL Compiler Option!

• IBM COBOL Compiler for PeopleSoft applications is

now certified on for AIX and Windows

• IBM will offer a 25% discount for licenses of IBM

COBOL for AIX Compilers and Rational Developer for COBOL for AIX Compilers and Rational Developer for

Power Systems when used exclusively for PeopleSoft

• For more information contact your IBM representative

or email [email protected] to discuss this

special offer

Frequently Asked QuestionsIBM COBOL

Q Is Oracle dropping support for Micro Focus COBOL with

PeopleSoft?

A No. Customers may continue to use the Micro Focus

product. This is an additional choice of COBOL vendors

Q Who might consider this option?

A Existing customers considering a move to Windows or AIX,

or new customers considering a PeopleSoft implementation

on Windows or AIX

Q Will Oracle certify additional COBOL compilers for other

supported operating systems?

A Yes. We are working with partners to offer our compiler

options on all Oracle-supported platforms

Frequently Asked QuestionsIBM COBOL

Q Will Oracle include a copy of the IBM COBOL compiler with

PeopleTools?

A No. Oracle has certified IBM COBOL compilers, allowing

customers to select their preferred vendor

Q Can a Micro Focus compiler obtained through Oracle be

exchanged for an IBM compiler?

A No. Customers will license the IBM compiler from IBM.

Discounted pricing is currently being offered

Q Has Oracle certified the IBM compilers with all PeopleSoft

applications that use COBOL?

A Not yet. HCM and FSCM 9.0 and 9.1 are certified. Campus

Solutions plan to certify in the first half of 2011.

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, • 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

Announcing:A Change To WebSphere Licensing

• 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 • Prior to upgrading to PeopleTools 8.52 existing

customers will need to obtain support from IBM or

migrate to Oracle WebLogic

Frequently Asked QuestionsIBM WebSphere

Q Is Oracle dropping support for WebSphere?

A No, Oracle customers may continue to use WebSphere

with PeopleSoft applications. Oracle will no longer provide

a no-cost license for WebSphere to new customers

Q Will Oracle continue to provide a no-cost license for

WebLogic with PeopleSoft?WebLogic with PeopleSoft?

A Yes

Q Will customers need to re-purchase a WebSphere license

from IBM?

A Options for a smooth transition are being discussed for

customers who obtained their IBM WebSphere license from

Oracle. Ultimately this will be determined by IBM.

Frequently Asked QuestionsIBM WebSphere

Q How long will Oracle provide support for PeopleSoft

customers using WebSphere?

A Customers who receive a license from Oracle will be

eligible for WebSphere support from Oracle while

PeopleTools 8.51 is being patched (a minimum of 12

months after the release of PeopleTools 8.52)months after the release of PeopleTools 8.52)

Q Will newer versions of IBM WAS continue to be certified

with newer PeopleTools releases?

A Yes, Oracle will continue to work with IBM to ensure new

versions of WAS are certified for use with PeopleSoft

applications

More DetailsIBM WebSphere

• PeopleTools 8.51 will be the last release to package IBM

WebSphere Application Server (WAS)

• Existing customers may use the current license, new customers

will not receive a license to use WAS with PeopleSoft

applications

• Future versions of IBM WebSphere will be certified with future • Future versions of IBM WebSphere will be certified with future

PeopleTools releases

• Customers who wish to continue using IBM WAS 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.

Announcing:A Change To Crystal Reports Licensing

• As of June 1, 2011, Oracle will discontinue distribution

of Business Objects Enterprise and Crystal Reports

with PeopleTools

• Existing customers may use the license previously

received from Oraclereceived from Oracle

• PeopleSoft reports will continue to be delivered using

Oracle XML Publisher, which is included free-of-

charge.

Frequently Asked QuestionsBusiness Objects and Crystal Reports

Q Is Oracle dropping support for Business Objects

Enterprise and Crystal Reports with PeopleSoft?

A No, Oracle customers may use Crystal Reports. Oracle

will not provide a no-cost license for new customers.

Q How long will Oracle provide support for PeopleSoft

customers using Crystal Reports? customers using Crystal Reports?

A For customers who purchased PeopleSoft prior to June 1,

2011, Oracle will provide support for Crystal Reports

according to the published PeopleTools Support Policy

Q Will Oracle continue to provide a no-cost license for XML

Publisher with PeopleSoft?

A Yes

Frequently Asked QuestionsBusiness Objects and Crystal Reports

Q Will customers need to re-purchase a Crystal Reports

license from SAP/Business Objects?

A The license from PeopleSoft continues to be valid. Newer

versions may be to purchased directly from SAP

Q Will Oracle provide an automated tool for converting

Crystal Reports to XML Publisher format?Crystal Reports to XML Publisher format?

A Due to the complex logic in many custom reports, no tool

is available for automated report conversion.

Q Will newer versions of Crystal Reports continue to be

certified with newer PeopleTools releases?

A Yes, Oracle will continue to certify new versions of Crystal

Reports for use with PeopleSoft applications.

More DetailsBusiness Objects and Crystal Reports

• All customers who have received a licensed copy of Business

Objects products from Oracle with PeopleTools will be able to

continue using them 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 • 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. Customers may 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

Business Practice Change For more information…

• Details on My Oracle Support:

http://my.oracle.com/site/pd/apps/psoft/prodlines/peop

letools/index.htm





• Integration


• Security & Platforms


• Q & A

PeopleTools 8.51Drivers and Key Capabilities

• New User Interaction

Paradigms

• Application User

• Persist Search Results in Menu

• Visualization of Hierarchical

Content

• Embedded Help Framework• Application User

Productivity

• Reduced Cost, Business-

led Upgrades

• Embedded Help Framework

• SmartNavigation

• PeopleSoft Test Framework

• Oracle Tech Stack Optimization

Leverage Technology to Drive Business ValueLeverage Technology to Drive Business Value





• Integration




• Q & A

PeopleTools 8.51 FeaturesUser Interaction and Web 2.0

• SmartNavigation

• Hierarchical Data Navigation

• Related Actions – On-page contextual menus

• Persistent Search Results

• Related Content Enhancements• Related Content Enhancements

• Support for Level 1, 2 and Hidden Fields

• WorkCenter Framework

• Enabling role-based functional portals

• Embedded Help

• On-page integrated help content

PeopleSoft SmartNavigationHierarchical Data in Menus

Menu showing

Hierarchical data

PeopleSoft SmartNavigationRelated Actions

Contextual Menu

Glyph Indicates Menu Available

PeopleSoft SmartNavigationRelated Actions

Related content opened from context menu

PeopleSoft SmartNavigationPersistent Search – Search Page Overview

• For components with a search record and standard

search page:

PeopleSoft SmartNavigationPersistent Search – Search Page Overview

• User enters search criteria

and presses search button

• Search result set shown, and

user makes a selection or can

search againsearch again

PeopleSoft SmartNavigationSearch Behavior With 8.51 Persistent Search



PeopleSoft SmartNavigationPersistent Search

• Search Result is reusable and will persist throughout

the user’s session

• Stores the last search set for a component

• Retains the most recent 5 component searches

• Stored until the user session expires, logs out, or closes the

browser

• Search Results available to user via drop down menu

• Stores last search result set for a component

• Search results shown in a modal window from drop down

menu

• Controlled through a web profile setting



• Persistent Search will initially be turned off in a Tools

Only upgrade to PeopleTools 8.51

• Web profile setting controls whether data persists

• When disabled, search results will not persist

• Setting via PeopleTools � Web profile � Web profile • Setting via PeopleTools � Web profile � Web profile

Configuration – caching Tab

• Can be enabled for custom searches too

• Stores first 5 search keys – if there are more, you can

configure which to use


• Available in Tools Only upgrades to PeopleTools 8.51

• Requires configuration to turn on, but automatic once

it is turned on for PeopleTools standard searches

• Requires customization to implement for application-

specific search pagesspecific search pages

• Effort to implement in Tools Upgrade: Easy

• Value

• More powerful search

• Quicker and improved search navigation

Related Content Enhancements

Tags and discussion thread related to PO transaction and

tied to Vendor ID field

• Example above for level 0 field – Vendor ID

• Can now be related to other level fields, such as Buyer

• Can also use in grids, scroll areas, and hidden fields

Discussion forum

Tagging

WorkCenter

• Increased productivity

• Streamlines and simplifies work in central place

• Allows work area to be organized into distinct frames

• Delivered default template is in two areas:

• Pagelet area which contains content to drive navigation • Pagelet area which contains content to drive navigation

and/or pass data to the transaction area

• Transaction area contains transactional data, query results,

analytics, etc.

WorkCenter

Example Without WorkCenter



Example With WorkCenter

Example With WorkCenter

WorkCenterNotes and Limitations

• Functionality limited in 8.51 but will be enhanced in

future PeopleTools releases

• Does not support modal pages from the pagelet area

• If you use an existing CREF in a WorkCenter, it

displays as a WorkCenter for all users who have displays as a WorkCenter for all users who have

security access to that CREF

• Only template pagelets supported in a WorkCenter

• Communication is one way: Pagelet to Transaction

• That is, a change in the transaction area cannot trigger a

refresh of the pagelet area

WorkCenterNotes

• Available in Tools Only upgrades to 8.51

• Requires configuration to implement in Tools Only

upgrade – no customization

• Effort to implement: Easy

• Value

• Better experience for Navigational Pagelets

• Improved organization of tasks into a dashboard

• Improved productivity – everything in one place

Example WorkCenterAccounts Payable Work Center

Example WorkCenterBilling WorkCenter

Embedded Help

• New Feature in PeopleTools 8.51

• Displays help in a modeless window

• That is, a window which can remain open and visible while

you still have access to the underlying application

• Allows help or instructional text to be displayed to the user

• Can be used with three PeopleTools objects

• Group Boxes

• Scrolls

• Grids

Embedded Help

Embedded Help

Embedded Help

Embedded Help Pop-UpAdditional Notes

• Text can be displayed from the message catalog

ONLY

• Cannot be used for page level help

• Only grids, group boxes, and scrolls

• Cannot display dynamic text through PeopleCode• Cannot display dynamic text through PeopleCode

• Allows you to provide links to other content such as

• Hosted PeopleBooks

• Customer’s internal user documentation

• Other websites

• Etc.

Embedded Help Pop-UpAdditional Notes

• Will be used in future application releases

• Requires customization in Tools-Only upgrade

• Effort to implement: Easy!

• Value:• Value:

• Improve usability by adding hints or instructions for users

• Enables help for very complex, or custom pages

• Provides ability to further link to other documentation

Modal Secondary Pages

Org Charting Improvements

• Rounded corners on chart border, legend border, nodes

• Connector lines curved

• Alternative Scrolling

• Fill to eliminate white space

3D Charting Enhancements

• Upgrade to Latest Version of AVS OpenViz Particles

• New properties on chart class for x, y, and z axis perspective values

• New default perspective for 3D charts

PeopleTools 8.51 FeaturesIntegration

Oracle’s Objectives for PeopleSoft

Integration Broker:

Ensure that it provides the best

possible standards-based integration

to and from PeopleSoft Applications

PeopleTools 8.51 FeaturesIntegration

• Increase Developer Productivity

• Documents interface

• Improve Performance and Stability

• Inbound load balancing

• Large message segmentation• Large message segmentation

• Provide Additional Integration Options

• Best effort delivery

• Passive FTP

• Support for Oracle SOA-B2B

• Ongoing Standards Compliance

• WS-ReliableMessaging

PeopleTools 8.51 FeaturesPeopleSoft Test Framework

• Automates functional testing

• Understands PeopleTools metadata

• Data stored in PeopleSoft database vs. external files

• Test cases and data are PeopleSoft managed objects

• Simplified test case maintenance • Simplified test case maintenance

• Avoid time consuming trial-and-error test case maintenance

• Provides valuable impact analysis information

• Integrated with other 8.51 impact analysis tools:

• Usage Monitor

• Compare report enhancement

Hardware

Design

Training

Conversion

Lower TCO PeopleSoft Test Framework and Usage Monitor

• QA costs: a dominant

factor in lifecycle

management costs

• Automating test execution

helps lower costs

Lifecycle Management Costs

QA

Configuration

Designhelps lower costs

• Maintenance of test

automation is cost

prohibitive

• Thus, most organizations

have little PeopleSoft test

automation


• Test case record and

playback tool

• Test cases and data

are PeopleTools are PeopleTools

metadata objects

• Integrated with usage

monitor and impact

analysis reporting

PeopleTools 8.51 FeaturesPeopleSoft Test Framework – How it works…

PS APPSPS Maintenance Pack or

Change Package

1.Run usage monitor

3. Apply maintenance

• Why PeopleSoft Test Framework?

• Reduce fear and uncertainty of applying changes

• Decrease time, scope and cost of system testing

• Understand impact of changes

2. Create PTF test cases for each business process

4.Run the compare report with data written to tables

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

PeopleTools 8.51 FeaturesPeopleSoft Test Framework – How it works…

• Why PeopleSoft Test Framework?

• Reduce fear and uncertainty of applying changes

• Decrease time, scope and cost of system testing

• Understand impact of changes


Usage monitor and impact analysis

Test case generation and auto-correction

Automated test script execution

Update Application Components

ANALYZE PREPARE EXECUTE

PeopleTools 8.51 FeaturesSecurity

• User Security

• Extended Password Controls

• Multiple Session Detection

• Kerberos Sign on SDK

• Data Security

• Support for Transport Layer Security

• Support for SFTP and FTPS

PeopleTools 8.51 FeaturesSecurity – Extended Password Controls

• Require mixed and

upper case characters

• Password cannot

match email address

PeopleTools 8.51 FeaturesMiscellaneous New Features

• Display End-User Signon Messages

• View Online Users

• Homepage Pagelet Load – Speed and Behavior

• XML Publisher Output to Window

• Connected Query enhancements• Connected Query enhancements

• Cube Builder enhancements

• PS/nVision changes

• Excel-to-Component Interface Utility changes

• PeopleSoft Portal rebranding

Platform EnhancementsOracle Data Guard

• Oracle 10g

• Maintains a standby database for high availability

• Physical and Logical standby databases supported

• Either may be used for PeopleSoft applications, since no

limiting data types are used limiting data types are used

• Active Data Guard

• New with Oracle 11g

• Extends Data Guard to allow active, READ ONLY access to

standby databases (SQL SELECTs)

Platform EnhancementsActive Data Guard – PeopleSoft Adoption

• Provide ability to specify a stand by database in the

application server

• Non-SELECT access requirements

• No PeopleSoft reporting option is purely read only

• Secondary access IDs used to access stand by database• Secondary access IDs used to access stand by database

• Stand by database has DBLINKs/remote synonyms to

redirect to tables in the primary database

• Allowable uses:

• Batch infrastructure & reporting through Process Scheduler

• AE Reports and AE batch processing only

• NO Crystal, COBOL, SQR support

Platform EnhancementsDB2 zOS Alter in Place

• Previous ALTERs used ALTER by table rename

• Create new table, copy data, drop original and rename

• Logging

• Performance

• Now able to use native ALTER in place syntax• Now able to use native ALTER in place syntax

• Some restrictions still exist, Tools handles via rename

• Data types or lengths incompatible

• Date related fields

• PeopleTools LONG in table

• Dropping obsolete columns

• DB2 PUG enhancement request

Platform EnhancementsAdditional Enhancements

• Oracle storage options preserved through upgrade

• Partitioning

• Advanced Data Compression

• Oracle Transparent Application Failover (TAF)

• SELECTs can be automatically resubmitted• SELECTs can be automatically resubmitted

• Can not be part of a commit block

• Additional logging consolidation for PIA

• Logging now contained in the Java log

• Administration messaging for browser

• Configurable message alerts users to system events





• Integration




• Q & A

PeopleTools Release ScheduleRoadmap

• “Refactoring” to annual PeopleTools releases*

• Even-numbers ~ “major” releases

• Odd-numbers ~ “platform” releases

* Timeline illustration - not a commitment to deliver a particular release at a particular time

PeopleTools 8.52PeopleTools 8.51PeopleTools 8.50

PeopleSoft Roadmap…and some content highlights

PeopleTools 8.52

• Application Configuration Wizards

• Work Center Framework

• Oracle Tech Stack Optimization

PeopleTools 8.51

• PeopleSoft Testing Framework &

Usage Monitor

• Smart Navigation

• Oracle Virtual Machine Production Templates

PeopleSoft HCM 9.1 Feature Pack

• Company Directory &

Actionable Org Charting

PeopleSoft HCM 9.1 Feature Pack

• Matrix Org Charting

• Total Compensation Statement

• Employee and Manager Self Service

PeopleSoft HCM 9.2

• Time and Labor Manager Dashboard

• Paycheck Modeling

PeopleSoft ELM 9.2

• Learning Dashboard

PeopleSoft Enterprise Portal 9.2

• Unified Navigation

• Secure Enterprise Search Uptake

PeopleTools 8.53

• Activity Guides

• Network Charting

Actionable Org Charting

• Workforce Scheduling for Healthcare

• Talent Management 9.1 Integration

to HCM 9.0 & 8.9

PeopleSoft FMS/SCM 9.1 Feature Pack

• Mobile Inventory Management

• Hyperion Disclosure Management Integration

• GRC Transaction Governor Integration

PeopleSoft FMS/SCM 9.1 Feature Pack

• Customer and Supplier Visualization

• Primavera Integration

• Incremental Updates to Essbase Cubes

PeopleSoft 9.1 Feature Pack

(Common Component)

• Forms and Approval Builder

• Employee and Manager Self Service

PeopleSoft CRM 9.2

• Service Operational Dashboard

• Embedded Rich Text Editor

• Learning Dashboard

• One Step Enroll & Launch

PeopleSoft FMS/SCM 9.2

• Work Centers (AP, Billing, Staffing…)

• European Union SEPA Payments

Oracle Fusion 1.0