oppd rug 2012
DESCRIPTION
PeopleSoft presentation at the last NERUG meeting by OPPD.TRANSCRIPT
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OPPD PeopleSoft Tools Upgrade
PeopleTools 8.51.12Financials, HCM, and Portal
Presenters:Jodie HahnCollins Love
Lillian Dawes
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Agenda
• OPPD Tools Upgraded• Change Assistant• Portal Pack• Security • Automation• Challenges• New Functionality
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OPPD Tools Upgraded• Peopletools Version
– Portal – 8.51.12• Prior to go-live weekend 8.51.08
– HCM – 8.51.12• Prior to go-live weekend 8.50.08
– Financials – 8.51.12• Prior to go-live weekend 8.49.18
• Application Release– Portal – 9.1– HCM – 9.1– Financials – 9.0
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OPPD Tools Upgraded - Current
• Server Operating System– HP-UX B.11.31 U ia64 (Itanium Server)
• One Server for ALL of test regions (HCM, Financials, Portal)
• One Server for Production HCM and Portal• One Server for Production Financials
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OPPD Tools Upgraded – Current
• RDBMS– Oracle 11.2.0.2
• Web Server – WebLogic 10.3.3
• Application Server – Tuxedo Version 10.3.0.0, 64-bit, Patch Level 072
• Verity (Search tool)– 6.5.1.1
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OPPD Tools Upgraded – Current
• Browser – Internet Explorer 8
• 8.51.12 Also supported by –Firefox 3.6–Safari 4
• Not supported anymore–Firefox 3.5
• COBOL – had to upgrade with new tools– Server Express 5.1
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Peopletools Timeline
Production Test Production
Tools Release 11/13/2010 8/1/2011 8/24/2011 9/9/2011 9/26/2011 11/3/2011 11/19/2011
8.49.18 FIN
8.50.08 PORTAL/HCM HCM
8.51.08 PORTAL PORTAL/HCM/FIN
8.51.12 PORTAL/HCM PORTAL/HCM/FIN
POC PORTAL/HCM/FIN
8.51.12 +POC PORTAL/HCM/FIN
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OPPD Tools Upgraded - Prep• Run SYSAUDIT and DDDAUDIT from current production –
– clean up any issues prior to running upgrade or at least capture scripts.
• Additional CONVERSION database region needed– Ran multiple tests for timings.
• Need dedicated laptop/computer that will not have to share resources. – DO NOT PUT ON SHARED SERVER!!!
• Installed Change Assistant on 3 dedicated laptops, one each for HCM, Portal, and Financials.
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OPPD Tools Upgraded - Prep• Upgraded database to Oracle 11g
– Oracle Client on upgrade laptops needed upgraded with new client to build timestamp conversion scripts.
• Set up Configuration Manager for each region (Portal, HCM, Financials) on each laptop
• Output and Staging directories wrote to a single directory with each MTP (move to production) test, i.e.
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Change Assistant
• Used Change Assistant (CA) to do the upgrade – Little to no hiccups with CA– HCM did small upgrade from 8.50.08 to 8.51.12– Financials was VERY SIGNIFICANT upgrade, 8.49.18 to
8.51.12 (skipping 8.50)• Portal
– Used delivered “PeopleTools Only Upgrade” template • HCM and Financials
– Used modified versions of the “PeopleTools Only Upgrade” template.
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Change Assistant – HCM Template
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CA – HCM Customizations to Template
• Created automatic steps– SQL scripts (Every Test Region)
• Run SYSAUDIT and DDAUDIT cleanup scripts against conversion region
– DOS commands• Clear PS Cache from windowsdel c:\ps\cache /Q /S• Copy SQL scripts from BATCH folder to MTP folder for each Test
run
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CA – HCM Customizations to Template
• Created automatic steps– SQL script
• Truncate the SJT tables inside HCM.• During HCM 9.1 upgrade our “Create Views” step was
taking 14 hrs to complete • Until we truncated these tables and then ran Stats, • Now it runs all HCM views in 46 minutes
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CA – HCM Customizations to Template
• Created automatic step – Changed DMS script to SQL
• Clean up the Pagelet Wizard tables and IB Message Queue.
• They had manual step to stop and launch old release data mover and run 2 DMS scripts
• We took the SQL from those DMS scripts and put them into automatic step to run inside CA
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CA – HCM Customizations to Template
• Due to new tools upgrade, the Report Nodes for process scheduler were removed each time you converted a region.
• Set it up once in our Conversion region for all our Report Nodes
• Ran DMS script to capture it • Used CA to run the import DMS and migrate the
changes to each of the regions
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CA – HCM Customizations to Template
Export DMS Script:-- Copy report distribution nodes from 8.51.12 region forward-- oppd jeh 9/7/2011SET LOG F:\SQR\OPPD_CDMDISTNODE.LOG;SET OUTPUT F:\JODIE\OPPD_CDMDISTNODE.DAT;
--IMPORT after setup of report nodes in HR91CONV region first timeEXPORT PS_CDM_DIST_NODE;
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CA – HCM Customizations to Template
Import DMS Script:
-- Copy report distribution nodes from 8.51.12 region forward-- oppd jeh 9/7/2011SET LOG C:\upgrade\MTP\output\PeopleTools_Only_Upgrade_HR91DEV-TOOLS_MoveToProduction\oppd_imp_cdmdistnode.log;SET INPUT OPPD_CDMDISTNODE.DAT;
--IMPORT after setup of report nodes in HR91CONV region first timeDELETE FROM PS_CDM_DIST_NODE;IMPORT PS_CDM_DIST_NODE;
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CA – HCM Customizations to Template
• Created automatic step – Copy certain projects from a file into the
converted region. • Tools overlaid some projects we had for a few
customizations
– Tried to manually create a step to do “Copy Project”… it kept failing during the test run.
• Opened the xml from the template and compared their delivered “Copy Project” xml with the one we created and they were NOT identical
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CA – HCM Customizations to Template
• Copy Project definitions worked AFTER:– Copied their “Copy Project Step” and renamed the
step thru change assistant. – Made some small changes in XML.– Make sure the Script/Procedure has the word
• “copyProjectName” as one word
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Financials Template for Upgrade
• Financials – Larger upgrade going from 8.49.18 to 8.51.12– Template very intense due to skip 8.50
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Change Assistant – Financials Template
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Change Assistant – Financials Template
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Financials Customizations to Template
• Same as HCM• Automated existing manual step to purge the
message queues• Created automatic step to run statistics• Note: Once the production run of the
Financials CA Template was started we didn’t need to touch it until we had to boot the servers
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Portal Pack
• Prior to this upgrade Financials was not integrated with Portal• Modify security roles in Financials
– HCM and Financials had roles named the same– This would cause a problem when migrated to Portal– Renamed same named roles to OPPF with an Update
statement• Created a portal pack in Financials and migrated it to Portal
– Portal Registry Definitions, Roles, and Permission Lists• Security inserts/updates in Portal
– Inserted into PSROLEUSER– Reset the portal node name to ERP from LOCAL_NODE in
Portal
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Security Audit
• Determined delivered changes– Weblibs– Pages
• Existing– Are still valid?– Are still working?
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Integration Broker
• PSFT_HR node was corrupt – had to rebuild it• secureFileKeystore – Integration between
Financials and third party apps did not work• Batch jobs• PS_AMM_FILTER• Due to skipping 8.50 a POC was required for IB
missing application package
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Automated Testing
• Regression Testing– Functional Test Scripts executed in Quick Test Pro
• Core business processes reviewed/validated– Payroll, HR NewHire/Job Change, T&L TimeSheet/Reports
• Performance Testing– Scripting with LoadRunner did not work in Portal– Found Portal/Pia inconsitencies with ICSID and
validated with the POC prior to upgrade to 8.51.12
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Automated DocumentationTechnical Specifications
• Overview– Business requirements– Benefits– Risk
• Summary– All objects required for customization– Object description– Object type
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Technical Specifications Continued
• Details– Long description– Details needed to rebuild
• XML based– PL/SQL generates– Project save to file for PeopleCode– Stylesheet renders in browser– Copy and Paste to Word
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Automated Customization Identification
• Needs– Verify customization application in upgrade– Find customization in non-tools upgrade– Speed– Electronic
• Delivered method: Project Compares
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Automate Compares
• Query based on project– Delivered upgrade projects (or)– Custom projects
• PL/SQL generates Windows batch file• Batch file executes PeopleTools compares
– Output to file– Browser viewable
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Quick Find
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Challenges – PT Install
– When installing PeopleTools on UNIX, had to start with empty folder
– Could not do project compare due to missing release label between HCM and Portal
• This updates a physical table from app designer
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Challenges - Performance
• We upgraded Oracle from 11.1 to 11.2– Had Performance hits again like we had going into
9.1– Removed /*+Rule*/ hints in our Reports and
Views– Restored all but 8 Function-based indexes that
were removed in HCM 9.1 upgrade
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Challenges – Kick Outs
• Portal 9.1• Upgraded Tools from 8.50.08 to 8.51.08 (Spring 2011)
– Due to branding issue Portal bundle 1-4 required
• HCM was still on 8.50.08– 8/1/2011 Kick Out issue began in production for both internal and
external users
• Kick outs started, roughly 115 – 200 times a day– Oracle said “it is fixed in 8.51.05”…– We quickly upgraded HCM PeopleTools to match Portal, at
8.51.08 which is > 8.51.05…– Still broke….
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Challenges –Kick Outs
– ITToolbox clients said, “we fixed it with 8.51.12, been live for 3 weeks, no problems”
– Stopped testing of 8.51.08 and upgraded to 8.51.12 on all Applications
• Set back for Financials that had been thru testing on 8.51.08, they were ready to go.
– Performance Testing proved otherwise, still broken with 8.51.12… kick outs still existed!!!
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Challenges – Kick Outs
– Now stuck in TEST waiting for Oracle solution– Oracle finally was able to duplicate and released
Proof of Concept (POC ) for 8.51.12.• Identified as session id (ICSID) issue between regions
– POC contained small project and changes to classes directory
– Oracle added the POC fix to 8.51.13 – Waited from 9/9 until 11/3 for Oracle to replicate
and provide solution
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Challenges
• Attachments – Was not able to use the attachment functionality after upgrading– JAR files– Modified psconfig.sh to include the following line:
PS_FILEDIR=/tmp/PSFTP;export PS_FILEDIR
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Challenges
• 11.2 version of Oracle Client on the Upgrade Laptop– Due to upgrade from 10g to 11g
• Security between Portal, HCM, and Financials• nVision – Minimum 10.1 SQLPlus needed
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New Functionality
• Type ahead feature– Type window appears showing prompt values
while you are typing
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New Functionality
To Disable type ahead
From “Home” page, all the way to the bottom….
Click “My Personalizations”Click “Personalize Navigation Personalizations”
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New Functionality
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New Functionality
• Navigation thru menu– 8.5 supported hover-over menu– 8.51 no longer uses hover-over, you have to click
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New Functionality
• Embedded help on Grids
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Nice to know feature
• Any Date field can default to “Today’s Date” by entering “t” into the date field:
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Q&A?
Thank you for attending.