stat 5 4 pre-sales demo master
DESCRIPTION
Stat ACM for PeopleSoft PresentationTRANSCRIPT
Copyright © 2006 Quest Software
Change Management and Version Control for PeopleSoft: Stat® ACM
Tim Steward, Senior Systems Consultant ServiceQuest Consulting
Visualizing a TypicalPeopleSoft Development Lifestyle
ProductionDevelopment Testing
10% Files (SQR, COBOL, SQC, Crystal, Scripts, etc)On Both Unix & Windows Servers
90% Proprietary Database Objects (Record, Page, Index, PeopleCode, Activity, Component, etc)
WindowsUnix
WindowsUnix
WindowsUnix
DB DBDB
PeopleSoft Development Lifestyle
Most Version Control Tools Only Version Files
ProductionDevelopment Testing
Files (SQR, COBOL, SQC, Crystal, Scripts, etc)On Both Unix & Windows Servers
WindowsUnix
WindowsUnix
WindowsUnix
PeopleSoft Development Lifestyle
PVCS, SourceSafe, Harvest, etc., version & manage flat files, however, they only offer a
partial solution10%
DB DB DB
Which Are Only 10% of the Object TypesNo No No
Objects Objects Objects
ProductionDevelopment Testing
10% Files (SQR, COBOL, SQC, Crystal, Scripts, etc)On Both Unix & Windows Servers
90% Proprietary Database Objects (Record, Page, Index, PeopleCode, Activity, Component, etc)
WindowsUnix
WindowsUnix
WindowsUnix
DB DBDB
PeopleSoft Development Lifestyle
= Full Object Support100%
Only Stat Versions & Migrates Both PeopleSoft Objects & Flat Files Natively
Change Management without Quest
File-based Version Control
Custom Database
Documents
Spreadsheets
Project Plans
PeopleSoftEnvironment
Change ManagementNeedsVersion control
PeopleSoft ObjectsFlat Files
Change ControlPatchingObject/File LockingMigration ManagementImpact Analysis Audit TrailsDocumentation
Project Management Enforced WorkflowProject ManagementTask assignment,Tracking, Time Reporting
Native App Tools
Paper Forms
Change Management without Quest
PeopleSoftEnvironment
Change ManagementNeedsVersion control
PeopleSoft ObjectsFlat Files
Change ControlPatchingObject/File LockingMigration ManagementImpact Analysis Audit TrailsDocumentation
Project Management Enforced WorkflowProject ManagementTask assignment,Tracking, Time Reporting
File-based Version Control
Custom Database
Documents
Spreadsheets
Project Plans
Native App Tools
Paper Forms
With Stat® ACM
Version controlPeopleSoft ObjectsFlat Files
Change ControlPatchingImpact AnalysisObject/File LockingMigration ManagementAudit TrailsDocumentation
Project Management Enforced WorkflowProject ManagementTask assignment, tracking, time reporting
Single Solution
Stat® ACMRepository
PeopleSoftEnvironment
Change ManagementNeeds
Common Change Management Goals
Establishing Controls •Can we enforce our policy and procedures•Do our controls match way of doing business?
Providing an Audit Trail
•Can we track migrations & changes?•Can we track approvals?
Supporting Compliance
•Can we satisfy the demands of our auditors?•Can we satisfy the needs of management?
Increasing Efficiency •Can we improve our methods with technology?•Can we do more with less risk?
Enhancing Visibility • Can we predict the impact of change?• Can we provide clear reporting to better see what we need to see?
Reducing Risk & Downtime
• Can we recover when things fail in production?•Can we rollback if something does not work?
Enabling Communication
•Can we streamline communication with automation?•Can we require communication through controls?
Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Supporting ComplianceCan I satisfy the auditors
and management?
Enhancing Visibility
What impact is change having and
can I report on those changes?
Enabling Communication
Are we all on the same page and being
proactively notified?
Reducing Downtime & RiskCan I rollback? Can I fix production?
Increasing EfficiencyAre we leveragingtechnology & automation?
Here is Outline of What we will be covering
Change Management
& Version Control graphic.
Let’s Start With Establishing Controls
Establishing ControlsCan I enforce my policy and procedures today?
Establishing Controls:
Physically lock down tools using object security in PeopleSoft
Prevent changes without a proper change request ticket
Require task completion before advancing in workflow
Ensure read-only access to developers without obtaining a lock in Stat
Require an approval before a change or migration can occur
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Stat uniquely able to… (if required)
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Use role based security to enforce separation of duties
Dev
Read only access to
tools
Physical Locking
Ticket
Approvals
Security
Tasks
Because Stat Can Physically Lock PeopleSoft
• Any Change made to PeopleSoft such as an– Enhancement– Migrations– Emergency Fix– Or Patch
• …will be captured and recorded in the Stat Master Repository
Stat® ACMRepository
Workflow Enables Control of Policy & Procedures
Workflow allows you to assign/configure business steps ensure that…
Proper person has the change request at the proper time
Approvals have been met before migrations or transfers are made to the next person
Tasks have been accomplished
Issues and Documentation have been logged
Migrations and post migrations have been performed (Build, DMS, COBOL, Custom)
Workflow Enables Control of Policies & Procedures
DatabasesPeople
Status RuleTransfer Rule
Require Tasks & Approvals
Approvals & Notifications via Email
Can be applied to:• Workflow Status Transfer• Migration
Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Providing An Audit Trail Through CSR’s
ProductionDevelopment Testing
WindowsUnix
WindowsUnix
WindowsUnix
DB DBDB
Electronic change request (CSR) tracks all changes made from development to productionCSR
EnhancementsCustomizations
Patches
CSR Audit Trail
Migrations(objects & files)
ApprovalsDocumentationTasks & Issues
CSR Audit Trail
Final Version
Manager Review
Notifications
Sign-Off
CSR Audit TrailOpen Ticket
Close Ticket
CSR Audit Trail
The Change/Service Request (CSR)
File Links
CustomTemplates
Attachments
Automatic & Enforced Audit Trail
ChangeFrom Value
To ValueLast Update
Update By
Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Reducing Downtime & RiskCan I rollback? Can I fix production?
Can I Rollback My Changes?
PeopleSoft Projects PeopleSoft Flat Files
RecordsPages
IndexesComponentsPeopleCode
Etc.
SQRCOBOL
SQREnvision
Crystal ReportsEtc.
CSRBaseline, Interim, Final
(archive sets)Stat Repository
Separated by
Tools Version inside
ProdDev Test
Quick Rollback for Files & Objects
Via Drag& Drop
Rollback Examples
PeopleSoft Projects PeopleSoft Flat Files
RecordsPages
IndexesComponentsPeopleCode
Etc.
SQRCOBOL
SQREnvision
Crystal ReportsEtc.
Stat Repository
ProdDev Test
Quick Rollback for Files & Objects
Drag& Drop
Something Fails in Production
Emergency Fix Migrates Over Developer
Database Refresh to Test
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Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Reducing Downtime & RiskCan I rollback? Can I fix production?
Increasing EfficiencyAre we leveragingtechnology & automation?
What Types of Automation Does Stat Provide?
STAT Automation Manual Process
Automatic email notifications Reactive manual communicationor paper forms
Drag & drop migrations &rollback of files & objects
Manual project copy & FTP to all source life locations - manual recreation
Scheduled reports providingSeamless visibility of all changes
Manually compiling documentation fromseveral report unfriendly sources
PeopleSoft centric wizards for impact analysis, mass migration,customization history, recovery,and release management
Manual time consuming impact analysis,one-off migrations, stacks of compare reports, object recreation, non-migration or object based release management
Independent repository providingcentral location for audit trail ofdocumentation and forms
Paper forms or multiple disparate applications difficult to audit and/orreport against
How an Independent Repository Helps with Automation
Drag and Drop Migrations
(Objects & Files)
Version Control
WindowsUnix
DB
STAT Example #1: Automated Migrations
Example #2 Mass Migrations & Release Management
MultipleChange Requests(CSRs)
MultiplePeopleSoft
Projects
MultipleFile Types & Locations
Mass Migration
By Release
8.42 8.44 8.45 8.47 8.49
Dev Test Stage Prod Demo
By Ready for Environment
Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Enabling Communication
Are we all on the same page and being
proactively notified?
Reducing Downtime & RiskCan I rollback? Can I fix production?
Increasing EfficiencyAre we leveragingtechnology & automation?
Difficult Scenarios Which Require Communication
"What we've got here is failure to communicate."
Reserved
Environment Wide Object & File Locking
By Environment
“waiting for lock”“environment specific”
Prod Dev Test
Lock Lock Reservation
Locked
“exclusive rights”
Object Compare Wizard
• Compare Multiple Objects at a time
Locks & Reservations
If Someone already has a lock on your objectYou will get a reservation and can see informationabout who has the lock and what stage they are in.
Example #1: An Emergency Fix
Prod Dev
TestDeveloper has a page locked that will soon be needed for an emergency fix that without Stat might overwrite the developer’s work
Emergency fix must communicate with developer and cannot migrate over developer’s lock without proper permission
Developer can back up their work in Stat and unlock objects allowing fix to go through with the option to later restore their copy if they had done more work than the fix
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CSR #101
Page A (dev)
CSR #102
Page A (fix)
DeveloperEmergencyFix
lock
Stat
Page A (dev)
Page A (fix)
Page A (fix)
Example #2: Automated Email Notifications
Due Date
CSR Assignment
Approval Pending
Email Trigger
Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Enhancing Visibility
What impact is change having and
can I report on those changes?
Enabling Communication
Are we all on the same page and being
proactively notified?
Reducing Downtime & RiskCan I rollback? Can I fix production?
Increasing EfficiencyAre we leveragingtechnology & automation?
Increasing Visibility through Impact Analysis
Prod
Dev
Test
Patches, fixes, and enhancement often impact existing customizations
Visibility is needed to determine what objects or files will be potentially impacted and what customizations will be impacted as well?
Because Stat tracks object history and customization history we can warn you of any objects and/or files that may be impacted by introducing new change
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Patches, Fixes & Enhancements
Stat
Customization History in Database
Existing Customizations
Existing Customizations
Existing Customizations
Causing Overwrites
What objects/fileswill be impacted?
What customizationswill be impacted?
Increasing Visibility Through Reports
Central Repository
Version Objects
Version Files
Track ApprovalsDocumentat
ionWorkflow & Notifications
Because of STAT’s central repository auditors and managers have deeper visibility into…
Object & File History
Migration History
Approval History
Documentation
Providing quick access to critical reports and informationthat otherwise may take days to produce manually
Reports
Web: Generate PDF Reports on demand
Change Management
& Version Control graphic.
Common Change Management Goals
Providing an Audit TrailDo I know who changed what?
Establishing ControlsCan I enforce my policy and procedures today?
Supporting ComplianceCan I satisfy the auditors
and management?
Enhancing Visibility
What impact is change having and
can I report on those changes?
Enabling Communication
Are we all on the same page and being
proactively notified?
Reducing Downtime & RiskCan I rollback? Can I fix production?
Increasing EfficiencyAre we leveragingtechnology & automation?
Supporting Compliance: Already Established Points
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Establishing Controls
•We physically lock down tools•We can require an approval before any key step like migrating to prod
•Role Base Security
Providing an Audit
Trail
•We track all object & file changes and can audit tools for changes outside Stat•CSR tracks approvals, tasks, documentation and update history
Enhancing Visibility
• Central repository for reporting• 180+ reports•Version History and Customization Tracking with baseline restore capability
We provide what mostauditors &managersare looking for
Supporting Compliance & Best Business Practices
Compliance& Best
Business Practices
SOX
ITILCOBIT
CMDB
Separation of Duties
Approvals
Workflow
Role Based Security
Stat Repository
Common Requirements STAT Solution
5.4 Architecture
Some of our Stat Customers
Thank You
• For More Information Please Visit• http://www.quest.com/application-change-manageme
nt/