peoplesoft lifecycle management made easy with peoplesoft...

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Prepared by: Session ID: PEOPLESOFT LIFECYCLE MANAGEMENT MADE EASY WITH PEOPLESOFT TEST FRAMEWORK Joel Thilburg Partner JOLT Advantage Group @JOLTAdv PeopleSoft Test Framework 102240

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Prepared by:

Session ID:

PEOPLESOFT LIFECYCLE MANAGEMENT MADE EASY WITH PEOPLESOFT TEST FRAMEWORK

Joel ThilburgPartnerJOLT Advantage Group@JOLTAdv

PeopleSoft Test Framework

102240

JOEL THILBURG• Managing Partner, JOLT Advantage Group• Application Testing, and Performance

Support• 15+ years of functional expertise

implementing Oracle applications• PTF, OATS, HP, IBM, MS TFS, and UPK• Oracle Support, Quest, and Linked in

Communities

JAMES REAVES• Project Manager, JOLT Advantage Group

• Testing and Training Development Lead

• 20+ years testing, training and implementation support

• 10+ years supporting Oracle/PeopleSoft applications

• Oracle Support, Quest and Linked in Communities

INTRODUCTION

ABOUT JOLTApplication Testing, Training and User AdoptionOracle Gold PartnerPeopleSoft Project Team TrainingBusiness Process Re-Engineering Change ManagementApplication Testing Strategy and DevelopmentEnd User Training and Performance SupportCore PeopleSoft ExpertiseProven Methodology and ApproachMulti Industry Experience

We help organizations, who invest in technology, make sure their systems are working properly and their users are ready to do their jobs effectively on day one and beyond.

Agenda

• SELECTIVE ADOPTION

• WHY PTF?

• PTF DEMONSTRATION

• PTF OPTIMIZATION

• TEST MAINTENANCE

• New Features in 8.56

• Q&A

PEOPLESOFT LIFECYCLE MANAGEMENT

PEOPLESOFTUPDATEIMAGE

TOOLSUPDATES

REGULATORYANDTAXUPDATES

NEWFEATURES

PATCHESANDFIXES

PTFSAMPLETESTCASESANDLIBRARIES

SELECTIVE ADOPTIONSelective Adoption Process

CUSTOMERPERIODICALLYDOWNLOADSPEOPLESOFTIMAGEFROMMYORACLESUPPORT

01

MY ORACLE SUPPORT

CUSTOMERUSESPEOPLESOFTUPDATEMANAGERTOGENERATETAILOREDCHANGEPACKAGEDEFINITION

02 CUSTOMERUSESCHANGEASSISTANTTOAPPLYTAILOREDCHANGEPACKAGE

03 CUSTOMERAPPLIESCUSTOMIZATIONONCETOTAILOREDCHANGEPACKAGE

04

PEOPLESOFTIMAGE

CUSTOMER-TAILOREDCHANGEPACKAGE

CHANGEASSISTANT

CUSTOMER’SPEOPLESOFT

ENVIRONMENTS

Development

Test

Production

SELECTIVE ADOPTIONLifecycle Management with PUM

ManualProcessing

Excel

InconsistentTestData

LaborIntensive

DataNotReusable

SELECTIVE ADOPTIONCommon Issues with PeopleSoft Testing

!

PTF

HIGHERLEVELOFQUALITY

BUSINESSDRIVENCHANGE

TESTMOREOFTEN

FASTERDEPLOYMENTS

!

SELECTIVE ADOPTIONImpact of Selective Adoption

WHY PTF?

PROACTIVEAPPROACH

RECORDANDPLAYBACK

YOUOWNIT

INTEGRATEDWITHPEOPLETOOLS

EASYTOMAINTAIN

PTF

WHY PTFWhy Use PTF?

CUSTOMERCOPIESPROJECTSTOFILE

CUSTOMERCREATESPROJECTSTHATCONTAINDEFINITIONSFORTHEIRCUSTOMIZATIONSAND

TESTS

CUSTOMERUSESCHANGEASSISTANTTOUPLOADANDSTOREPROJECT

DEFINITIONSINTHEPUMSOURCE

"

IMPACTANALYSIS• TESTCASES• SYSTEMUSAGE• CHANGESOR

OBJECTS

TESTIMPACTISBASEDON

COMPONENTSFROMPTFTESTS

#

CreateProjects

Target

CHANGEASSISTANT

UploadCustomerData

CopyProjectstoFile- ManagedObjectsCustomizations- PTFTests- ComponentsIdentifiedasImpactedbyTesting

AddProjects

Import

PUMSource

CustomizationRepository

TestRepository

ProjectDefinitionsOnly- NodefinitiontypesarecopiedtothePUMSource

#

WHY PTFPTF and PUM Integration

1 INSTALL&CONFIGURE• Simple

InstructionsinPeopleBooks

• OracleUPKPre-builtContentonPTF

2 RECORDANDOPTIMIZE• CreateTests

• RecordTestCases

• AutomateTestCaseswithShellTests

• OptimizeTests

3 EXECUTEANDANALYZE• ExecuteTests

• ManageLogswithLogManager

• LogViewer

4 MAINTAIN• TestMaintenance

Report

• TestCoverageReport

• UpgradeTestswithPTUpgradetool

• TestCompareandMatrixreports

$ $ $

WHY PTFPTF Lifecycle

• DatabaseConnectionandSecureHTTPSConnectionthroughIntegrationBrokerWebServices

• PTFClientInstanceonaMicrosoftWindowsworkstationwith.NETframework• IE11RequiredforRecording• 64BitOperatingSystem• InternetAccesstoPeopleSoft

PTF CLIENT

BROWSER

HTTP

HTTPJOLT SQL

INTERGRATION BROKER

PIA

PTF DEVELOPMENT ENVIRONMENT

WEBSERVER

APPLICATIONSERVER

PEOPLESOFTAPPLICATION DATABASE

WHY PTFRequirements

WHY PTFRole Based Security

PTF DEMONSTRATION

• PTFLIBRARY• RECORDING• TESTEXECUTION• ANALYSIS• OPTIMIZATION• MAINTENANCE

PTF DEMOLive Demonstration

ShellTests• Usedtocalllibrarytests,datamoverscripts(datamover.exe),runqueries(Query.exec)LibraryTests• Repeatablestepscanbeisolatedandmovedtoalibrarytestandcalledoutwithinanother

test.Variables• StoreavalueforavariablefromateststepandmanagePersistentVariablesacrossalltests.ConditionalLogic• UseConditionalLogicstepssuchasIf_Then,ElseandEnd_If,Do,For,While,Exit_Loop and

End_LoopScrollHandling• PTFreferencesafieldonascrollbythefieldnameandtherownumberApplicationMessageHandling• PTFwillrespondtomessages,suchaswarningorerrormessagesReservedWords• UsePTFReservedwords(#TODAYfordataentrytoreducemaintenanceandkeepingtests

fluid

PTF OptimizationOptimization Examples

TEST MAINTENANCE

EnhancementtoPerformanceMonitorCapturespatternofusagefortestcoverageanalysisEveryobjecttouched- (Page,Menu,Field,Component,Record,PeopleCode,AppEnginePrograms)

Test MaintenanceUsage Monitor

TESTMAINTENANCEREPORT- ComparesPeopleToolscomparereportdatawithPTFtestmetadatatoidentifychangestomenus,components,pages,recordsandfieldsthatmayimpactthePTFtests.

TESTCOVERAGEREPORT- ComparesPeopleToolsprojectdatawithPTFtestmetadatatoidentifychangestomenus,components,pages,recordsandfieldsthatarereferencedinPTFtests

!

TESTDETAILSREPORT- ContainsdetailsforaPTFtestanditsassociatedtestcases,includingcommentsinrichtextformatwithimages

TESTCOMPAREREPORT- ShowsthedifferenceofeverystepbetweenoldtestandnewtestafteratestismovedtoaPeopleSoftDatabase

Test MaintenanceTest Report Management

TESTMATRIXREPORT- Enablesyoutoviewthetoplevelparentandchildtestsfortheteststhatyouspecify.YoucansearchfortestsbyNameorDescriptionandfilterbyProject.

QueryPTFReportTables- YoucananalyzewithQuery,PivotGridoranyBITooltoproduceyourownmaintenanceandcoveragereports:

!

MassUpdateTool- UsetheMassUpdatetoolsearchandretrieveimpactedtestsandapplyupdatestostepsfrommultipletests.

PTFReportTables

PSPTTSTMAINTRPT TestMaintenanceReportdatatable

PSPTTSTCOVGRPT TestCoverageReportdatatable

Test MaintenanceTest Report Management

TestData“TestCase”

PSPTTSTCASE Headertable fortestcases

PSPTTSTCASEVAL Thedetaildataforeachtestcase– datavaluesforeachcommand/step

TestLogPSPTTSTLOG_LIST The headertableforthelogsoftestcaseruns.PSPTTSTLOG_LNS Thedetailresults ofeachstepofatestcaserunPSPTTSTLOG_IMG StoresimagecapturesofeachpagewhentheteststepisloggedasfailingPSPTTSTLOG_OPTS Stores theoptionsusedtorunatestsuchasURLandUserID.PSPTTSTLOG_XTRA Storesinformationabouttheenvironmentthatwasusedtorunaspecifictest

PTFReportTables

PSPTTSTMAINTRPT TestMaintenanceReportdatatable

PSPTTSTCOVGRPT TestCoverageReportdatatable

Test MaintenancePTF Tables

PTF 8.56

PTF ENHANCEMENTSPeopleTools 8.56

SUPPORT FOR TESTING WITH CHARTSRecord test scripts and validate chart results.

PTF ENHANCEMENTSPeopleTools 8.56

QUERY BASED TESTING• Use test data from query results•Test multiple data sets with a single test

CREATEATESTAUTOMATIONSTRATEGYAutomatetestingtoapplyupdatesfasterTakeadvantageofdeliveredintegrationandoptimizationTreatyourinitialautomatedtestingsolutionasanimplementationOracledeliveredPTFtestexamples

TESTPLANANDDEVELOPMENTSTANDARDSEstablishacentralizedtestinstanceTestingshouldmustbeconsistent,accurate,efficientandauditableLibraryorganization,namingconventions,recordingandtestdevelopmentstandards

TESTOPTIMIZATIONANDMAINTENANCEPeopleSoftappsaredynamicandresponsive- BuildrepeatableauditabletestsUseintegratedtestoptimizationfeaturesandreportingtoreducemaintenanceUsethedeliveredexport/importfeaturetorapidlycreatenewtests

!

PeopleSoft Lifecycle ManagementTesting Best Practices

• EasyRecordandPlayback• SavesTimeandMoney• IntegratedwithPeopleTools• EasyMigrationbetweenEnvironments• TestMaintenanceandReports• EfficientAutomation

PEOPLESOFT TEST

FRAMEWORK

PeopleSoft Test FrameworkPeopleSoft Lifecycle Management Made Easy with PTF

CONTACT US

Our team will work with you through the enterprise implementation journey. We use a comprehensive approach of gathering information and applying a proven methodology to produce the right testing, training and end user adoption solution for your organization.

facebook.com/JOLTAdvantageGroup%

linkedin.com/company/2741918&

twitter.com/joltadv'www.joltadvantage.com(

(855) 238.5658)

[email protected]*

Visit JOLTAdvantage.com/PTFResources.htmlto receive a PTF resource guide

Reconnect2017- BoothTBD

Session ID:Please complete the session evaluation

102240