Work in Progress: PeopleSoft Financials Upgrade 7.5 to 9.0

October 14, 2008USM Regional Oracle PeopleSoft

ConferenceTowson, Maryland

Agenda

1. Outline our PeopleSoft Environment

2. Define 2 Technical Challenges

3. Describe Our Solutions

4. Discuss, Debate, and Demerit

Tracy Posnertposner@mica.edu

Ted Simpsontsimpson@mica.edu

MICA (Maryland Institute College of Art)

MICA is a private art college in Baltimore, Maryland founded in 1826. The college has approximately 1800 students, 300 faculty members, and a staff of 400.

www.mica.edu

Current PeopleSoft Environment

Campus Solutions 9.0Campus Community, Financial Aid, Student Financials, Admissions, Student Records, Contributor Relations

HCM 9.0Human Resources, Base Benefits, Payroll

Enterprise Portal 9.0 Financials 7.5 (upgrading to 9.0)

Oracle PeopleSoft

Financials 9.0(upgrading)

www.mica.edu

Oracle PeopleSoft Enterprise Portal 9.0

Oracle PeopleSoft

HCM 9.0

Oracle PeopleSoftCampus

Solutions 9.0

Oracle PeopleSoft

Contributor Relations 9.0

Oracle PeopleSoft System Overview

Oracle PeopleSoft

Financials 9.0(upgrading)

www.mica.edu

Oracle PeopleSoft Enterprise Portal 9.0

Oracle PeopleSoft

HCM 9.0

Oracle PeopleSoftCampus

Solutions 9.0

Oracle PeopleSoft

Contributor Relations 9.0

Oracle PeopleSoft System Overview

Oracle PeopleSoft

Financials 9.0(upgrading)

Oracle PeopleSoft System Overview

Accounts Payable

Commitment Control

General Ledger

(well, kinda)

Oracle PeopleSoft

Financials 9.0(upgrading)

www.mica.edu

Oracle PeopleSoft Enterprise Portal 9.0

Oracle PeopleSoft

HCM 9.0

Oracle PeopleSoftCampus

Solutions 9.0

Oracle PeopleSoft

Contributor Relations 9.0

Oracle PeopleSoft System Overview

Middleware

Current 7.5 Environment• Tuxedo 6.5

Upgrade 7.5-8.4• Tuxedo 8.1• Weblogic 8.1 SP5

Upgrade 8.4-9.0• Tuxedo 9.1• Weblogic 9.2.1

Upgrade Process

FSUPG84FSDMO90 FSUPG90Peo

ple

To

ols

8.44

– 8

.49.

04

TARGETS

QL

SE

RV

ER

20

05

SOURCES

QL

SE

RV

ER

20

00

Peo

ple

To

ols

7.6

3 –

8

.44

INIT

IAL

UP

GR

AD

EIN

ITIA

L U

PG

RA

DE

FSDMO84 FSUPG84 COPY OF PRODUCTION

upgrade

upgrade

FSUPG84BFSDMO90 FSUPG90B

FSDMO84 FSUPG84BCOPY OF PRODUCTION

upgrade

upgrade

Peo

ple

To

ols

8.44

– 8

.49

.04

SQ

L S

ER

VE

R 2

005

SQ

L S

ER

VE

R 2

000

Peo

ple

To

ols

7.6

3 –

8

.44

FSUPG84

FSUPG84

CH1 & 2

CH1 & 2

Tips/Tricks and Issues

• Have two change assistant servers (4 PS_Homes)• Create PT 8.44 app/webservers and PT 8.49 app/webservers before you start, again on separate servers.• Make sure to increase log file size!!• Be aware of the transition from SQL Server 2000 to 2005, there is a step that checks database version in 9.0 template. You can do it then.• Also keep app/web server on CA8.4 server until PeopleTools Upgrade (Ch2) – configuration manager• When you move make sure to change the report node.

Tips/Tricks and Issues

• Upgrade path to 9.0MP5 became available during upgrade process, decided to go to 9.0MP5.• If you are still on the Initial Upgrade path, you just need to apply MP5 to your 9.0 demo database and some additional patches. Then continue upgrade as usual.

Environment

UPGRADE ASSISTANTPSHOME 75 & 84

Upgrade Template 75-84WEBSERVER

Weblogic 8.1 SP5 PeopleTools 8.44.18

APPSERVERTuxedo 8.1

PeopleTools 8.44.18

WEBSERVERTuxedo 9.1

Weblogic 9.2.1 PeopleTools 8.49.04

APPSERVERTuxedo 8.1

Weblogic 8.1 SP5PeopleTools 8.44.18

CHANGE ASSISTANTPSHOME 84 & 90

Upgrade Template 84-90MP5

SQL SERVER 2000

FSUPG84PeopleTools 7.62

FSUPG84PeopleTools 8.44.18

SQL SERVER 2005

FSUPG90PeopleTools 8.49.04

FSUPG90PeopleTools 8.44.18

CH1 & 2 of 84-90MP5 ugprade

After Ch1&2

Oracle PeopleSoft Financials GL Interfaces 7.5

PAYGL01

prepares

PS_HR_ACCTG_LINE

AVPACCTL

prepares

PS_AV_ACCTG_LN

SFPGLINT

prepares

PS_SF_ACCTG_LN

PS_HR_ACCTG_LINE

PS_HR_ACCTG_LINE

PS_HR_ACCTG_LINE Flat file

Flat file

Flat file

Oracle PeopleSoft Campus Solutions 9.0

PeopleSoft Financials 7.5

PAYGL01

prepares

PS_HR_ACCTG_LINE

AVPACCTL

prepares

PS_AV_ACCTG_LN

SFPGLINT

prepares

PS_SF_ACCTG_LN

PS_HR_ACCTG_LINE

PS_HR_ACCTG_LINE

PS_HR_ACCTG_LINE

Linked Databases

Scheduled Updates

Oracle PeopleSoft Financials GL Interfaces 9.0

Oracle PeopleSoft Campus Solutions 9.0

Oracle PeopleSoft Financials 9.0

Talk Us Down.