Presented by Bob Diehlbdiehl@towson.eduJune 13, 2003

Configuration Management and Version Control in PeopleSoft

Agenda

Towson’s Current ArchitectureNew ChallengesFirst StepsThe Process OverviewQuest Stat Lessons LearnedDiscussion

Current Project Environment

PeopleTools 8.19.04Oracle 8.1.7.4People Soft Applications

Student AdministrationAdmissions, Student Records and Financial

Aid – LiveStudent Financials – 7/2

Human Resources/Payroll – This weekend

Hardware Architecture - Production

BIG IP HighAvailability

CatalystSwitches

psprodwebfarm(psprodweb1 -psprodweb8)

psprodapp1Sunfire V880

psprodapp2Sunfire V880

Core network

psprodfs1

psprodstat1

Hardware Architecture - Development

BIG IP HighAvailability

CatalystSwitches

psprodwebfarm(psdevweb1 -psdevweb2)

psdevapp1Enterprise 250

psdevapp2Sunfire 280R

psdevdb1Enterprise

420R

Core network

psdevstat1

psdevfs1

Initial Upgrade and Fix Challenges

Complexity Test and Production 10 Plus

Responsibility UMS Service Center Just us

Managing Object Access During Development

Impact on Planned Business Rules

New Challenges

Towson EnhancementsDelivered PeopleSoft

ObjectsPeopleSoft Object

Dependencies Update Windows

24 x 7 AvailabilityTelecommuting

Timely Updates Impact on Production

First Steps

Identify Proposed Environment ModelDatabase InstancesCommon Lines of Code (LOC)

Determine Migration Processes and Decision PointsPeople Soft Upgrades and FixesTU Development

Environmental Model - Databases

SA8UPGUpgrade/Patches

SA8QAQuality

Assurance/Testing

SA8PRDProduction

SA8RPTReporting

SA8SBXSandboxFuture

SA8DEVDevelopment

SA8DMO

SA8SYS

SA8TRNTraining

SA8CNVConversion

SA8SBXSandboxCurrent

SA8CNVSAConversion SA

Environmental Model – Databases and LOCs

Upgrade Line of Code(SA800)

Sandbox Line of CodeImplementation Phase

Demo Line of Code

Production Line of Code

QA Line of Code

Development Line of Code

SA8UPGUpgrade/Patches

SA8QAQuality

Assurance/Testing

SA8PRDProduction

SA8RPTReporting

SA8SBXSandboxFuture

SA8DEVDevelopment

SA8DMO

SA8SYS

SA8TRNTraining

SA8CNVConversion

SA8SBXSandboxCurrent

SA8CNVSAConversion SA

The Process - What’s new this week ?

Incidents Posted: The number in parenthesis indicates how many incidents have appeared this week under each of the products listed.

(1) 8 - Campus Community

(3) 7.6 - Human Resources

(3) 8 - Human Resources

(2) 7.6 - Pension Administration

(1) 7.6 - Student Records

(2) 7.6 - Time and Labor

(1) 8 - Time and Labor

8 - Campus Community

Apply to Product: Campus Community 8

Platforms Impacted: All

Report Title: SA 8.0 delta for HRMS 8 SP1: HR-e 2002 Bundle #2

Report ID: 505959000

Resolution Type: Application

Date Posted: 2002-06-06 10:04:20.0

Required For: N\A

Supersedes: None

URL To Resolution ID: 103172

http://www4.peoplesoft.com/cchomepage.nsf/mainloginnew?openagent&url=192.206.43.125/servlets/psportal/peoplesoft8/?url=

The Process – Log itAs of 10 June 2002

LOG#

CSR#

Posted Date Report ID Title Product

Pre- / Co- / Post-Requisites

Down-loaded Prt'd

1 9/5/01 R-HBENSO-2X96D Learning Solutions 800 Bundle #01 -09/01:

Campus Community None

2 81 10/23/01 R-HBENSO-3279E ES 800 Bundle #01 - 10/01:

Academic AdvisingAdmissionsStudent Records

None Y Y

3 4 11/1/01 R-SWEST-4P3R2 SF 8.0 - Student Financials Bundle #1 Student Financials None Y Y

4 5 11/2/01 R-SWEST-K95BZ FA 8.0 Regulatory Release 1 2002-2003 Financial Aid None Y Y

5 8 11/5/01 R-JTALBO-VP9WM Update script for Financial Aid Regulatory Release 1 02/03 for Release

Financial Aid This APRD is a Corequisite for R-SWEST-K95BZ FA 8.0 Regulatory Release 1 2002-2003

Y Y

Date Installed`SA8UPG

Date InstalledSA8DEV

Date InstalledSA8DMO

Date InstalledSA8SYS

Date InstalledSA8QA

Date InstalledSA8CNV

Date InstalledSA8PRD

Done at initial

installation

Done at initial

installation

Done at initial

installation

Done at initial

installation

Done at initial

installation

Done at initial

installation11/20/01 11/20/01 11/20/01 11/20/01 11/20/01 11/20/01

1/7/02 1/16/02 1/15/02 1/16/02 1/15/02 1/16/02

1/18/02 1/24/02 1/24/02 1/24/02 1/24/02 1/24/02

2/21/02 2/21/02 2/21/02 2/21/02 2/21/02 2/21/02

The Process – Download/Import

Upgrade Line of Code(SA800)

PS Upgrade/Patch/Fix

Step 1

Sandbox Line of CodeImplementation Phase

Demo Line of Code

Production Line of Code

QA Line of Code

Development Line of Code

SA8UPGUpgrade/Patches

SA8QAQuality

Assurance/Testing

SA8PRDProduction

SA8RPTReporting

SA8SBXSandboxFuture

SA8DEVDevelopment

SA8DMO

SA8SYS

SA8TRNTraining

SA8CNVConversion

SA8SBXSandboxCurrent

SA8CNVSAConversion SA

The Process – Impact on TU Mods

Upgrade Line of Code(SA800)

PS Upgrade/Patch/Fix

Step 1

Production Line of Code

Development Line of Code

SA8UPGUpgrade/Patches

SA8PRDProduction

SA8DEVDevelopment

Step 2a.Comparison

Production Mods

Step 2b.ComparisonMods in Dev

The Process – Impact on TU Mods

Still needed ?

Changes to functionality ?

Step 2a - Mods in Production

Incorporate into delivered objects

Step 2b – Mods in Development

Move PS U&F to QA for testing

Move to Production

Re-establish objects in Development

The Process – Move to QA

Upgrade Line of Code(SA800) QA Line of Code

SA8UPGUpgrade/Patches

SA8QAQuality

Assurance/Testing

Step 3.Testing

The Process – Move to ProductionUpgrade Line of Code

(SA800)

Demo Line of Code

Production Line of CodeDevelopment Line of Code

SA8UPGUpgrade/Patches

SA8PRDProduction

SA8DEVDevelopment

SA8DMO

SA8SYS

SA8TRNTraining

SA8CNVConversion

SA8CNVSAConversion SA

Step 3a.Move to

Production

The Process – Document Your Progress

DB Instance SA8UPG SA8DMO SA8SYS SA8DEV Line of Code SA8DEV SA800 SA800 SA8dev

Pre-Application Upgrade

Copy Project From File/Validate Compare/Report Project - SA8DEV

Compare/Report Project - SA8PRD

Build Objects

Tables Views

Load Stored Statements (DMS)

Load App Table Data

Post-App Upgrade Data Conversion

Special Instructions

Update Operator Security

Create Base Swat Set

Create Final Swat Set

Migrate Final To DMO/Distribution

Apply Application Upgrade toRemaining Instances / LOC's

Run Compare/Report - UPG -->PRD to verify updates

Why Quest STAT ?

Object CoordinationReport Object HistoryAudit TrailsAutomate Object DistributionApplication Designer IntegrationTU Enhancements Workflow

STAT – CSR Console

STAT – Tracking an Upgrade or Fix

STAT – Coordinating Object

STAT – Automated Object Distribution

STAT – TU Enhancement Workflow

Lessons Learned

Model FirstCompare/ReportDocument Your ProgressStay on TopFamiliarize with The Upgrade & Fix

Website Look for a Tool

More Lessons Learned

Model Again – Determine how to reapply mods

DocumentationFunctional and Technical SpecsTrack PeopleSoft Object DependenciesDevelopment Standards

Current Challenges

Impact AnalysisTesting

ScriptsTiming

WeekendsWho

Reviewing Existing Documentation

Discussion