Peoplesoft 9.0 Upgrade Case study using No code freeze methodology

Transcription

1 Peoplesoft 9.0 Upgrade Case study using No code freeze methodology PSDB Solutions Inc. Raghav Pujari praghav@psdbs.com David Samadi david.samadi@psdbs.com Session # 8527

2 Who we are? PSDB Solutions Inc. Established in 2004, located in Alpharetta GA. Engaged in providing consulting services : o PeopleSoft HCM/FSCM Upgrade o PeopleSoft HCM/FSCM New Implementation o Oracle Database Administration o Oracle/PeopleSoft Production Support o Monitoring and Performance Tuning o Platform migration services We have built a toolkit of methodology, procedures and scripts that streamlines and automate PeopleSoft Implementation/ Upgrade Projects and Service Operations. PSDB Solutions Inc. 2

3 Who we are? Raghav Pujari 20+ years of IT experience prominently in Oracle Technology, Infrastructure Project Management, PeopleSoft Architecture, Production Support, Performance Tuning Oracle 7.x, 8.x, 9.x, 10g Certified Professional (OCP DBA Track) Area of expertise Hands-on : Infrastructure Architect, Oracle DBA, PeopleSoft Admin, Upgrade Specialist, System Administrator, Security Administrator etc. Performed multiple Oracle PeopleSoft HR/ Finance major upgrades and platform migration projects, New Implementation, Hosted Environment Support and Management Area of expertise : Performance tuning, Performance/Load Testing, Unix Shell scripting, PeopleSoft Installation/ Configuration PSDB Solutions Inc. 3

4 Who we are? David Samadi 25+ years of IT that include 20 years of PeopleSoft HRMS/HCM, FSCM Area of expertise Hands-on : Project Management, New Implementation, Upgrade, Data Conversion, Security Architect, Production Support, Training and Tuning Functional expertise HCM : Core HR, Payroll, Global Payroll, Base Benefits, Benefit Admin., Time & Labor, Recruiting/TAM, Absence Management, eprofile, eperformance, ELM, epay, ecompensation etc. Functional expertise FSCM : Asset Management, GL, Project Costing, AP, AR, PO, Employee Expense Technical Expertise Peopletools : SQR, Cobol, Peoplecode, Component Interface, Portal, Security, Application Engine, Datamover, Integration Broker etc. PSDB Solutions Inc. 4

5 About Upgrade Case Study Scope included upgrade of PeopleSoft HRMS 8.8 to HCM 9.0 Heavily Customized PeopleSoft HRMS 8.8 System PeopleSoft Modules : Core HR Including PAR eprofile Benefit Admin Payroll for NA Absence Management Time & Labor Position Management ebenefits ecompensation, epay eperformance etime erecruit/ Candidate Gateway Number of Active 35,000 and 3000 concurrent users Due to nature of customizations and very complex Business Process requiring frequent changes to the system so code freeze over 2 weeks was imposible PSDB Solutions Inc. 5

6 PeopleSoft Upgrade Challenges HR 8.8 de-support Agreement on new functionality in 9.0 Required Access No documentation Code Freeze not an option Business users were not receptive to new changes Manual Fit/Gap Variable scope Identify used customization Data Archival Verify Data Conversion Scope of QA Testing Interfaces Prioritizing critical issues Fix vs. Enhancement Managing Post-go-live Changes Business Drivers Impact Analysis Architecture New Functionality Estimate Budget Allocate resources Functional Fit/Gap Technical Fit/Gap Define Scope Customizations Upgrade passes Data Conversion QA/Testing External Interfaces Critical issue Support period Change Management Assess Plan Execute Maintain PSDB Solutions Inc. 6

7 New Release Demo Source Upgrade Passes As per Oracle Documentation Courtesy - Oracle Getting Started on Your PeopleSoft Upgrade Document Copy of Production 0 Target Upgraded Copy of Production 1 Source Upgraded Copy of Production 2 Source Upgraded Copy of Production 3 Initial Pass Copy of Production 1 Target Copy of Production 2 Target Test Move Pass 1 Test Move Pass Repeat until Final Move to Production PSDB Solutions Inc. 7

8 How Test Move works? Upgraded Copy of Production 0 New Copy of Production 1 Application Tables Peopletools Tables System Catalog Tables Application Tables Peopletools Tables System Catalog Tables 2. Export/Import Peopletools System Tables 3. Export/ Import System Setup Data Application Tables Peopletools Tables System Catalog Tables Upgraded Copy of Production 1 1. Prepare database for Tools Upgrade 4. Perform remaining steps in Peopletools Upgrade 5. Apply Application Changes 6. Build New Objects 7. Perform Application Data Conversion 8. Complete remaining Application Upgrade Steps PSDB Solutions Inc. 8

9 Challenges in Test Move Status before Upgrade : Current Date Status after Upgrade : Moved back in time Security Objects Security Objects User Queries & Tree Process & Job Definition Process & Job Definition Code Changes User Queries & Tree Process & Job Definition Process & Job Definition Code Changes PSDB Solutions Inc. 9

10 Pros & Cons of Traditional Methodology Pros Cons PSDB Solutions Inc. 10

11 No Code Freeze Methodology Initial Pass Template Test Move Pass Template Hybrid Pass Template Post Upgrade Template Custom Steps No Code Freeze Methodology PSDB Solutions Inc. 11

12 Pros & Cons of No-Code Freeze Methodology Pros Cons PSDB Solutions Inc. 12

13 No Code Freeze Methodology - First Pass UPGHCM Copy of Prod PeopleTools Upgrade UPGDELTA1 Tools Upgraded Apply Customizations Clone UPGDEV Development App. Setup Data Clone Development Unit Testing UPGHCM Tools Upgraded Compare HCMDEMO New Release 9.x Identify/Preserve Customizations Analyze Upgrade Timing Report and Tune/Automate upgrade steps Clone UPGTST Merge Master Project App. Setup Data Copy Upgrade Project Copy QA/ Testing Do Application Upgrade UPGGOLD Master Project App. Setup Data UPGHCM Upgraded Validate Master Project PSDB Solutions Inc. 13

14 No Code Freeze Methodology - Second Pass UPGHCM Copy of Prod Clone UPGDEV PeopleTools Upgrade Clone UPGDELTA2 Tools Upgraded Compare UPGDELTA1 Tools Upgraded First Pass Development Unit Testing UPGHCM Tools Upgraded HCMDEMO New Release 9.x Analyze and Identify Delta Customizations Migrate Delta Changes Clone UPGTST Merge Master Project App. Setup Data Copy Upgrade Project Do Application Upgrade Copy Analyze Upgrade Timing Report and Tune/Automate upgrade steps QA/ Testing UPGGOLD Master Project App. Setup Data UPGHCM Upgraded Run Post Upgrade Template Validate Master Project PSDB Solutions Inc. 14

15 No Code Freeze Methodology - Third Pass UPGHCM Copy of Prod Clone UPGDEV PeopleTools Upgrade Clone UPGDELTA1 Tools Upgraded Compare UPGDELTA2 Tools Upgraded First Pass Development Unit Testing UPGHCM Tools Upgraded HCMDEMO New Release 9.x Analyze and Identify Delta Customizations Migrate Delta Changes UPGTST Merge Master Project App. Setup Data Copy Upgrade Project Do Application Upgrade Copy Analyze Upgrade Timing Report and Tune/Automate upgrade steps QA/ Testing UPGGOLD Master Project App. Setup Data UPGHCM Upgraded Run Post Upgrade Template Validate Master Project PSDB Solutions Inc. 15

16 Fine Tuning Hybrid Template Clean Unwanted Scripts Run Steps in Parallel Automate Manual Steps Include steps from Test Move Template Identified long running steps and tuned them PSDB Solutions Inc. 16

17 Create Post Upgrade Template Run Steps in Parallel Copy Customizations Import Setup Tables Run Data Fixes/ SQL Scripts Final Audit steps from delivered Template PSDB Solutions Inc. 17

18 Customizations Review Made Easy Customization Statistics are generated for following criteria along with comparison with HR 8.8 release statistics Total Object Count Total Customization Count Total Bolt-on Customization count Total Embedded (Overlapping) Customization Count % of Embedded Customization Detailed Customization Report prepared for following criteria using scripts in excel spreadsheet Detailed Customization List for each Peoplesoft Object Retired and Dropped Customization Retired and Overwritten Customization PSDB Solutions Inc. 18

19 Customization Analysis Report PSDB Solutions Inc. 19

20 Project Conclusion No Code Freeze for entire duration of the project Run Both Hybrid & Post Upgrade Template in 48 hours No issues related to Security No need for dual development Missed some custom objects due to developer error PSDB Solutions Inc. 20

21 Summary Discussed case study about upgrade of PeopleSoft HRMS 8.8 to HCM 9.0 It was complex application using most modules in PeopleSoft and heavily customized We faced unique challenges in all 4 phases of the upgrade project Oracle delivered method requires code freeze or track any changes to Peopletools objects We developed No Code freeze methodology using Hybrid Template and Post Upgrade Tasks Template Using this methodology we were able to complete upgrade go-live well within production downtime window We used custom developed script to validate customizations This methodology is best suited for Organizations that PeopleSoft system is heavily customized with very complex business processes and cannot freeze code long period of time PSDB Solutions Inc. 21

22 Questions? PSDB Solutions Inc. 22

23 Appendix A List of objects replaced in Test Move Peopletools System Tables Peopletools Security Tables Userid, Roles, Permission Lists Records & Indexes Fields, Field Format & Translate Values including Pages, Components & Menus Queries & Tree DEPT Tree Business Processes, Activities Process Definitions, Process Jobs Process Recurrence & Process Control SQL & File Layout Definition App. Engine Process/ Sections Message Nodes, Message Channel App. Messaging Tables Portal Definitions Application Packages XML Publisher Tables System Setup Data Message Catalog Tables COBOL Stored Statements EDI Tables Strings Tables Mass Change Tables Verity Based Indexes Setup Manager Tables Optimization Model Tables Integration Broker Schema Tables Enterprise Portal Content Registry Project Definition PSDB Solutions Inc. 23

24 Appendix B - Change Assistant Screen Shots Automate Manual Step Task 2-1: Verifying Upgrade User PSDB Solutions Inc. 24

25 Appendix B -Change Assistant Screen Shots Automate Manual Step Task : Generating Oracle Conversion Scripts PSDB Solutions Inc. 25