people soft upgrade process

PeopleSoft PeopleSoft UpgradeUpgrade

Today’s DiscussionToday’s Discussion

• What is Upgrade and What is Upgrade and

Upgrade Vs ImplementationUpgrade Vs Implementation• Upgrade PlanningUpgrade Planning• Upgrade TypesUpgrade Types• Upgrade ProcessUpgrade Process• Testing proceduresTesting procedures• Upgrade assistantUpgrade assistant

What is Upgrade??What is Upgrade??

• PeopleSoft defines upgrade as PeopleSoft defines upgrade as

““Migrating objects from one Migrating objects from one database to another and/or updating database to another and/or updating other system components such as other system components such as software”software”

An upgrade changes the structure and contents of

•The People Tools tables

•The application tables.

PEOPLETOOLSPEOPLETOOLSTABLESTABLES

APPLICATIONAPPLICATIONTABLES TABLES

SYSTEMSYSTEMCATALOGCATALOG

Contains Information about objects in the database such as SYSCAT.TABLES,

SYSCAT.COLUMNS etc

Definition of PeopleSoft objects such as PSRECDEFN,PSDBFIELD etc

Contains data created by the user such as PS_PERS_DATA_EFFDT, PS_JOB etc

The PeopleSoft Database Environment

after

The Big Picture.The Big Picture.

PEOPLETOOLS TABLESPEOPLETOOLS TABLESOld Structure (8.21)Old Structure (8.21)

APPLICATION TABLES APPLICATION TABLES Old Structure (8.3)Old Structure (8.3)

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLSPEOPLETOOLS TABLESTABLESNew Structure (8.46)New Structure (8.46)

APPLICATION TABLES APPLICATION TABLES New Structure (8.9)New Structure (8.9)

SYSTEMSYSTEMCATALOCATALO

GG

before

Upgrade

Process

Why Upgrade ?Why Upgrade ?

• To move a client’s functionality from To move a client’s functionality from an existing Application release level an existing Application release level to a higher level offering new to a higher level offering new enhancements.enhancements.

• Apply functional fixes for major/minor Apply functional fixes for major/minor changes faced by the client.changes faced by the client.

• Upgrade the tools level of a Upgrade the tools level of a PeopleSoft instance to a new version PeopleSoft instance to a new version for better performance.for better performance.

Upgrade ObjectivesUpgrade Objectives

• To remain in the certified path of future To remain in the certified path of future upgrades.upgrades.

• To remain on a PeopleSoft supported release To remain on a PeopleSoft supported release for both Tools/Application release levels.for both Tools/Application release levels.

• To correct some major issues in the To correct some major issues in the functionalities which the client would like to functionalities which the client would like to correct or enhance by making use of the new correct or enhance by making use of the new release.release.

• To solve some PeopleTools related issues that To solve some PeopleTools related issues that cause problems in the current application for cause problems in the current application for which the client is using some workarounds which the client is using some workarounds and have been solved in the next release.and have been solved in the next release.

Upgrade Process FlowUpgrade Process Flow

Upgrade TypesUpgrade Types• Application upgrade ( say 8.3 to 8.9)Application upgrade ( say 8.3 to 8.9)• PeopleTools ( 8.21 to 8.46)PeopleTools ( 8.21 to 8.46)• Customization Customization

Ownership Explanation Ownership Explanation

PeopleTools in which you move to a new PeopleTools release. This type

of upgrade involves installing new software and copying in

new PeopleTools database objects.

Application in which you move to a new PeopleSoft application release.

This type of upgrade usually involves a PeopleTools

upgrade.

Customization in which you move your customized application

components into production. This type of upgrade never

involves a PeopleTools upgrade.

Upgrade PlanningUpgrade Planning

• Learn About the New ReleaseLearn About the New Release• Conduct Business Fit Gap AnalysisConduct Business Fit Gap Analysis• Review Technical RequirementsReview Technical Requirements• Assess Business RequirementsAssess Business Requirements• Assemble Your Upgrade Project TeamAssemble Your Upgrade Project Team• Define the Upgrade Project PlanDefine the Upgrade Project Plan• Define Your Test StrategyDefine Your Test Strategy• Train Upgrade Team MembersTrain Upgrade Team Members• Download the Upgrade ObjectsDownload the Upgrade Objects• Learn About the Upgrade AssistantLearn About the Upgrade Assistant

Learn about the New Learn about the New ReleaseRelease

• Review the release notesReview the release notes• Product DocumentationProduct Documentation• White papersWhite papers

Fit Gap AnalysisFit Gap Analysis

• Identify as many opportunities to Identify as many opportunities to retire existing customizations based retire existing customizations based on the new releaseon the new release

• Make a report on the customizations Make a report on the customizations the client is having.the client is having.

Review technical Review technical RequirementsRequirements

• Assess hardware and software Assess hardware and software requirements.requirements.

• Review Platform CertificationsReview Platform Certifications• Determine required Technical Determine required Technical

upgradesupgrades• Plan for Database sizing and Plan for Database sizing and

performance.performance.

Hardware/Hardware/Software/Software/Operating Operating SystemSystem

CurrentCurrent RequiredRequired Suggested Suggested UpgradeUpgrade

RDBMSRDBMS

DBMS DBMS versionversion

Web Web ServerServer

Web Web browserbrowser

TuxedoTuxedo

JoltJolt

Assess Business Assess Business RequirementsRequirements

• Establish scope, time line and Establish scope, time line and budgetbudget

• Determine your upgrade strategyDetermine your upgrade strategy• Identify customer-specific tasksIdentify customer-specific tasks

Upgrade ResourcesUpgrade Resources

• Upgrade ManagerUpgrade Manager• Technical Upgrade ResourceTechnical Upgrade Resource• PeopleSoft InstallerPeopleSoft Installer• Database AdministratorDatabase Administrator• Network AdministratorNetwork Administrator• System AdministratorSystem Administrator• DevelopersDevelopers• Functional ResourcesFunctional Resources

Download Upgrade Download Upgrade InformationInformation

• Review Upgrade HomepageReview Upgrade Homepage• Certified upgrade pathCertified upgrade path• Upgrade Documentation InstructionsUpgrade Documentation Instructions• Upgrade planningUpgrade planning• Updates and fixes before the upgradeUpdates and fixes before the upgrade• Upgrade fixes and templatesUpgrade fixes and templates• Installation InstructionsInstallation Instructions• PeopleTools notesPeopleTools notes

Process of UpgradeProcess of Upgrade

Preparation Steps for Preparation Steps for UpgradeUpgrade

• Clean up ProceduresClean up Procedures– Run the audit scripts (DDDAudit and Run the audit scripts (DDDAudit and

SYSAudit) to identify anomalies in the existing SYSAudit) to identify anomalies in the existing production database)production database)

• Make a copy of the production databaseMake a copy of the production database• Comparison with demo (vanilla) of existing Comparison with demo (vanilla) of existing

release should be done to estimate the release should be done to estimate the customization level of various components.customization level of various components.

• Backup your systemBackup your system

APPLICATION TABLESAPPLICATION TABLESHRMS 8.3HRMS 8.3

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS PEOPLETOOLS TABLESTABLES

Release 8.21 -> 8.46Release 8.21 -> 8.46

Upgrade The People Tools Upgrade The People Tools Release.Release.

• REL Scripts -- update Tools table structure.

• Must take all PeopleSoft Tools changes.

• These steps change the way your application is defined.

Steps Involved in a Tools Steps Involved in a Tools upgradeupgrade

• Creating new tablespaces , editing many DDL/DML Creating new tablespaces , editing many DDL/DML scripts which alter structures (DBTSFIX sqr, scripts which alter structures (DBTSFIX sqr, RELGA.dms, SETSPACE.sqr)RELGA.dms, SETSPACE.sqr)

• Running REL scripts that actually manipulate the meta-Running REL scripts that actually manipulate the meta-data (PeopleTools) tables to bring them to the target data (PeopleTools) tables to bring them to the target release.release.

• Loading language data , setting multi-language Loading language data , setting multi-language

settings for supported languagessettings for supported languages..• Loading and building PeopleTools projects like Loading and building PeopleTools projects like

PPLTOOLS / PPLDELETE and PPLTLS*CURDEL which PPLTOOLS / PPLDELETE and PPLTLS*CURDEL which affect many changes as part of the PeopleTools affect many changes as part of the PeopleTools upgradeupgrade

• Changing security for new pages/components Changing security for new pages/components introduced etcintroduced etc

Upgrade Compare Upgrade Compare ProcessProcess

• Highlights differences between Highlights differences between databasesdatabases

• Difference is determined myDifference is determined my– Last Update Date/Time & Operator IDLast Update Date/Time & Operator ID– Comparison Date/timeComparison Date/time

• Upgrade compare reports are run Upgrade compare reports are run from the Application Designerfrom the Application Designer

Application Application ComparisonComparison

• Compares database objects

• Generates Compare Project

• Identifies differences between objects

• Compare Reports are produced

APPLICATION TABLESAPPLICATION TABLESHRMS 8.3

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS TABLES

Tools 8.21

SourcePeopleSoft Demo 8.9

Target Copy of Training

APPLICATION TABLESAPPLICATION TABLES

HRMS 8.9

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS TABLES

Tools 8.46

Upgrading with Application Upgrading with Application DesignerDesigner

• PeopleSoft Application Designer streamlines the migration PeopleSoft Application Designer streamlines the migration of database definitions—such as records, pages, projects, of database definitions—such as records, pages, projects, and People Code—from one PeopleSoft database to and People Code—from one PeopleSoft database to anotheranother

Levels of Upgrade SupportLevels of Upgrade Support– Compare and Copy Compare and Copy – Copy to and From fileCopy to and From file– Copy only Copy only

Definition Definition typetype

Compare Compare and Copyand Copy

Copy to Copy to and from and from filefile

Copy onlyCopy only

Access Access Groups Groups

NONO NONO YESYES

Application Application Engine Engine ProgramsPrograms

YESYES YESYES NONO

Component Component InterfacesInterfaces

YESYES YES YES NONO

FieldsFields YESYES YESYES NONO

RecordsRecords YESYES YES YES NONO

TreesTrees NONO NONO YESYES

SQLSQL YESYES YESYES NONO

File LayoutFile Layout YESYES YESYES NONO

Cube Cube definitionsdefinitions

NONO NONO YESYES

Compare report Compare report StatusStatus

Compare Process - Compare Process - ProjectsProjects

• UPGDBCOMP – Database compare projectUPGDBCOMP – Database compare projectExcluded from the database compare are:

Message Catalog Entries,HTML,Permission Lists,URL Definitions,Message Nodes,Portal Registry User Home Pages,Portal Registry User Favorites

• UPGPRJCOMP - Project compare project\UPGPRJCOMP - Project compare project\This project exists on the Demo database and contains the

following object types.HTML,Permission Lists,URL Definitions,Message Nodes

• UPGNONCOMP – Project Non-compare projectUPGNONCOMP – Project Non-compare project

Using Compare reportsUsing Compare reports

Every compare report hasEvery compare report has– COLUMNS which contain the Name of COLUMNS which contain the Name of

the object, Source and Target status, the object, Source and Target status, the Action value and the Upgrade Flagthe Action value and the Upgrade Flag

– HELPFUL HINTS are cross reference HELPFUL HINTS are cross reference reports that you run to provide reports that you run to provide information about the interrelationships information about the interrelationships with various objects.with various objects.

Cross Reference reportsCross Reference reports

Application Object Application Object CopyCopy..

• Via PeopleSoft Application Designer, migrates (copies) selected objects

APPLICATION TABLESAPPLICATION TABLESHRMS 8.9

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS TABLESPEOPLETOOLS TABLESTools 8.46

APPLICATION TABLESAPPLICATION TABLESHRMS 8.9

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS TABLESPEOPLETOOLS TABLESTools 8.46

SourcePeopleSoft Demo 8.9

Target Copy of Training

PeopleTools

generated

scripts

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS TABLESPEOPLETOOLS TABLESRelease 8.46Release 8.46

APPLICATION TABLESAPPLICATION TABLES• Old Structure - 8.3Old Structure - 8.3

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS PEOPLETOOLS TABLESTABLES

Release 8.46Release 8.46

APPLICATION TABLESAPPLICATION TABLES• Release 8.9 Release 8.9

StructureStructure• New 8.9 tablesNew 8.9 tables• Renamed fieldsRenamed fields• Added fieldsAdded fields• Changed fieldsChanged fields

SQL Creates & Alters SQL Creates & Alters withoutwithout

DeletesDeletes..

SQR, SQL & DataMover Scripts

APPLICATION APPLICATION TABLESTABLES

•Move data from old Move data from old 8.3 structure to new 8.3 structure to new 8.8 structure8.8 structure

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS PEOPLETOOLS TABLESTABLES

Release 8.46Release 8.46

DATA CONVERSION

Alters Alters withwith Deletes Deletes

PeopleTools

generated

scripts

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS TABLESPEOPLETOOLS TABLESRelease 8.46Release 8.46

APPLICATION TABLESAPPLICATION TABLES• Old StructureOld Structure

• dropping unused fieldsdropping unused fields

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS PEOPLETOOLS TABLESTABLES

Release 8.46Release 8.46

APPLICATION TABLESAPPLICATION TABLES• Release 8.9 Release 8.9

structurestructure• Converted dataConverted data

Cleanup and TestingCleanup and Testing• A long round of testing is done , both for new A long round of testing is done , both for new

features and for regression to ensure that the features and for regression to ensure that the system is working as desired.system is working as desired.

• A detailed test plan is prepared during the re-A detailed test plan is prepared during the re-customization phase itself for this.customization phase itself for this.

• External systems interfacing with the External systems interfacing with the PeopleSoft application are intimated to do any PeopleSoft application are intimated to do any changes that are required due to the impact of changes that are required due to the impact of re-customizations in parallel. re-customizations in parallel.

• Interfaces/ reports and batch job changes are Interfaces/ reports and batch job changes are tested and key user groups and external tested and key user groups and external systems verify each impacted and even non-systems verify each impacted and even non-impacted component to ensure that all changes impacted component to ensure that all changes are as desired.are as desired.

• Database backup step is done to ensure that Database backup step is done to ensure that the system is safe from any changes.the system is safe from any changes.

Test Move to ProductionTest Move to Production

• Make Another Copy of ProductionMake Another Copy of Production• Perform all Documented Steps for Perform all Documented Steps for

the Movethe Move• Closely Record Time ExpendedClosely Record Time Expended• Refine Steps and PlanningRefine Steps and Planning

• Unfreeze developmentUnfreeze development

• Update Security Privileges for UsersUpdate Security Privileges for Users

• All application servers/web servers All application servers/web servers are closed prior to thisare closed prior to this

• Other application teams are Other application teams are intimated of system closure so that intimated of system closure so that any automated processes any automated processes exchanging data should not failexchanging data should not fail

SYSTEMSYSTEMCATALOGCATALOG

PEOPLETOOLS PEOPLETOOLS TABLESTABLES

Release 8.46Release 8.46

APPLICATION TABLESAPPLICATION TABLESHRMS 8.9HRMS 8.9

Existing Data in 8.9 Existing Data in 8.9 StructureStructure

PROD

Finished Product!Finished Product!

Testing TechniquesTesting Techniques

• Upgrades vary in complexity and scale Upgrades vary in complexity and scale from release to releasefrom release to release

• PeopleSoft does not deliver upgrade test PeopleSoft does not deliver upgrade test scriptsscripts

• Effective Testing involves an Effective Testing involves an understanding of the various stages of an understanding of the various stages of an upgrade and when these tests have to be upgrade and when these tests have to be performed. performed.

Evaluating Testing Evaluating Testing RequirementsRequirements

– The number of products and modules you The number of products and modules you currently have in your production database. currently have in your production database.

– The number of customizations you have in The number of customizations you have in your production database.your production database.

– The functional design and business The functional design and business requirements addressed by each requirements addressed by each customization.customization.

– Your online, batch and reporting business Your online, batch and reporting business processes that you want to include in testing.processes that you want to include in testing.

Testing StrategiesTesting Strategies

• Unit TestingUnit Testing• System TestingSystem Testing• Integration TestingIntegration Testing• Parallel Testing (optional)Parallel Testing (optional)• Performance TestingPerformance Testing• User Acceptance TestingUser Acceptance Testing• Regression TestingRegression Testing

Performance Tips for Performance Tips for UpgradeUpgrade

Plan your upgrade for performance.Plan your upgrade for performance.– Provide as much hardware, memory, and disk space as you Provide as much hardware, memory, and disk space as you

can. can. – Run long processes on a dedicated server, not the client. Run long processes on a dedicated server, not the client.

Configure that server similarly to your production Configure that server similarly to your production environment. environment.

– Use a dedicated workstation, configured like the production Use a dedicated workstation, configured like the production environment.environment.

– Configure application server and process scheduler for the Configure application server and process scheduler for the target database on the new PeopleSoft release.target database on the new PeopleSoft release.

– Look for fragmented tables. Resize or reorganize the initial Look for fragmented tables. Resize or reorganize the initial and next extents accordingly.and next extents accordingly.

– Know which tables are your largest. This information will be Know which tables are your largest. This information will be valuable during the upgradevaluable during the upgrade

Performance Tips Performance Tips (contd)(contd)

• Improve Performance for Your Improve Performance for Your Platform ( eg: Db2)Platform ( eg: Db2)

– Use the Cost-based optimizer during the Use the Cost-based optimizer during the upgradeupgrade

– Be sure to have the auto extend feature Be sure to have the auto extend feature turned onturned on

• Contact the GSC for any problems Contact the GSC for any problems with the upgradewith the upgrade

Performance Tips Performance Tips (contd)(contd)

• Reducing the Time of Upgrade Process Reducing the Time of Upgrade Process – Overall timeframe of an upgrade can be Overall timeframe of an upgrade can be

reduced by executing the tests on the current reduced by executing the tests on the current system while the upgrade is in progress system while the upgrade is in progress

– After each test Move to Production, turn over After each test Move to Production, turn over the upgraded database to the testing team the upgraded database to the testing team while the technical team begins a new while the technical team begins a new iteration of the test Move to Production iteration of the test Move to Production

Customer Connection Customer Connection NavigationNavigation

• Implement, Optimize + UpgradeImplement, Optimize + Upgrade– Upgrade GuideUpgrade Guide

•Upgrade Documentation and Upgrade Documentation and SoftwareSoftware– Upgrade Documentation and Upgrade Documentation and

ScriptsScripts•Sort by release or DateSort by release or Date

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