PeopleSoft Upgrade Best Practices NorCal Oracle Applications User Group

2. PeopleSoft Upgrade Best PracticesNorCal Oracle Applications User Group 17-Jan-2008

3. Presentation Agenda <Insert Picture Here> • Overview of New Product Release • Why Upgrade? • Common Upgrade Challenges • Top 10 Best Practices in Upgrade

4. <Insert Picture Here> Overview of New Product Releases

5. Applications UnlimitedUnique, customer focused strategy EBS 12 EBS 12.1 EBS 12.x Enterprise 9.0 Enterprise 9.1 Enterprise 9.x EnterpriseOne 8.12 World A9.1 EnterpriseOne 9.0 World A9.x Siebel 8 Siebel 8.1 Siebel 8.2 FUSION Customers continue to get innovation in existing releases and choose when they are ready to move to next generation technology.

6. Oracle Application Releases New Release SiebelEnterprise CRM Version 7.8 Version 8 PeopleSoftEnterprise Version 8.9 Version 9 JD EdwardsEnterpriseOne Version 8.12 Version 8.11 JD EdwardsWorld VersionA7.3 & A8.1 Version A9.1 OracleE-Business Suite Version 11i.10 Version 12

7. Oracle’s plan to continue providing ongoing enhancements to current Oracle applications beyond the delivery of Oracle Fusion Applications FUSION Oracle’s Applications StrategyApplications Unlimited For PeopleSoft Enterprise Latest Release Next Release Version 9.0 Version 9.1 Unlimited Unlimited Applications Unlimited has NO impact on the targeted delivery dates for Oracle Fusion applications

8. PeopleSoft Enterprise 9.0 - Release Date: 12/15/2006 • Major Features: • Enhanced dashboard and decision making capabilities • Talent management • Streamlined reporting • Extended web services capability • Cross application business processes For more information: http://www.oracle.com/applications/peoplesoft-enterprise-release-9.html

9. PeopleSoft Enterprise 9.0The Extended Value Release • Extend Value Using Next Generation Technology • Easily integrate PeopleSoft functionality to other applications using Web services • Reduce the cost and complexity of managing cross-application business processes via BPEL and integration with Oracle BPEL Process Manager • Simplify reporting by taking advantage of Oracle XML Publisher • Deliver Best-in-Class Business Processes • Improve key business processes with greater horizontal functionality from customer driven enhancements • Leverage deeper vertical functionality delivered by industry driven enhancements • Execute comprehensive end-to-end business processes through tighter module coupling • Drive A Superior Ownership Experience • Improve efficiency and productivity with streamlined business processes • Increase user performance through improved usability and a better end-user experience • Reduce operating costs by using enhanced application management tools

10. <Insert Picture Here> Why Upgrade?

11. Why do You Want to Upgrade? • Provides access to new functionality and software applications that can help keep your organization well positioned to meet your business objectives • Leverage new and advanced functionality “out-of-the-box” solution with lower maintenance • Facilitates regulatory compliance at a lower cost through retiring customizations • Be able to implement new modules to manage additional business processes • Allows you to leverage the latest usability enhancements

12. <Insert Picture Here> Potential Challenges

13. Business Challenges in an Upgrade Project… • Lack of executive sponsorship - treated as a ‘technology project’ • Lack of organizational alignment among leaders • Inadequate process analysis of human impacts of the new technology • Failure to motivate and involve users • Lack of sufficient user training for them to adopt to the new processes • Inadequate timeframes to deploy

14. Technical Challenges in an Upgrade Project… • Evaluation of old customizations to leverage new features • Determination of sufficient Testing methodology and risk management • Relevant Integrations Points • Impact and Updates to User Interface • Preservation, back-up, and cleaning of data conversion • Considerations for Scalability tuning

15. <Insert Picture Here> Oracle Consulting - Upgrade Best Practice

16. Oracle Consulting Services- Top 10 Upgrade Best Practices • Determine Your Upgrade Path • More recent releases have a direct upgrade path to the latest release • Treat Your Upgrade Activity as a Formal Company Project • Structured approach for managing the tasks, resolving issues, and measuring progress is critical. Build a team with broad, comprehensive skills • Prepare the Organization • Proactively engage stakeholders to help prepare for the project and the changes that will be experienced once deployed • Understand and Mitigate Project Risks • Specific mitigation plans should be developed for high probability, high impact risks • Inventory Your System • Examine current business requirements and Inventory modifications and determine what is still needed

17. Oracle Consulting Services- Top 10 Upgrade Best Practices • Plan for Upgrade Architecture • Accurate sizing information will help guide decisions to reuse existing hardware and resources • Identify Custom Code and Scripting • Identified customized interfaces, forms, and reports that will require additional testing through the upgrade process • Optimize Training Processes • Ensure project and support teams are proficient in the new technology • Train users at an optimal timeframe will help resolve most issues early. Most users prefer training proximate to going live on the new system • Secure User Buy-In • End users must have good information about how the resulting solution will impact their roles, whether the changes are functional, user interface, or technical in nature • Go Live • Go live checklist created earlier in the upgrade process should be leveraged to verify that the success criteria have been achieved • Set up sufficient support mechanisms to optimize early rollout experience

18. Nine Steps of the Technical Upgrade • Plan the Upgrade • Prepare Copy of Production Database • Install New Release • Upgrade PeopleTools • Run and Review Compare Reports • Apply Application Changes • Complete Production Copy • Test the Upgrade • Move into Production

19. Plan the Upgrade • Acquire information • Review PeopleSoft Upgrade home page on Customer Connection web site. • Review “Applying Updates and Fixes Required for Upgrade” on Customer Connection web site. • Assess hardware and software requirements. • Validate platform certifications. • Review documentation (e.g., release notes, white papers).

20. Plan the Upgrade • Identify team roles and responsibilities. • Develop preliminary project plan. • Make functional default decisions for the upgrade (See Upgrade Instructions, Chapter 2.) • Learn the technical upgrade process.

21. Technical Upgrade Process

22. Prepare Copy of Production Database • Run audit reports: • DDDAUDIT • SYSAUDIT • Alter Audit • Apply Upgrade Options (UPGOPT) project. • Update statistics. • Download and apply required-for-upgrade fixes. • Freeze PeopleTools.

23. Install New Release • PeopleSoft 9 demo database • PeopleSoft 9 DMO database. • PIA environment. • Upgrade Assistant • Automates upgrade tasks. • Ties upgrade tasks to upgrade documentation. • Delivers biggest benefit during test move and final move to production phases.

24. Upgrade PeopleTools • Update PeopleTools tables. • Load base data, messages, currency code data, and SQR string data. • Export and copy PeopleTools projects. • Convert PeopleCode to Unicode format. • Convert fieldnames. • Renames fields with # symbol and more.

25. Upgrade PeopleTools • Update user security. • Configure upgrade environment. • Convert PeopleTools objects. • Perform vanilla compare.

26. Run and Review Compare Reports • Run upgrade compare reports. • Written in C and run through Application Designer. • 50+ comparable objects available. • Review compare reports. • Viewable and printable from Application Designer. • Override upgrade compares.

27. Apply Application Changes • Run upgrade copy. • Generate and execute SQL scripts. • Run data conversion. • Application engine. • Restartable. • Improved traces. • Performance enhancements. • Use SQL to alter tables with deletes. • Create views.

28. Complete Production Copy • Convert panels to pages … iConv. • Set up menu security. • Run audit reports. • DDDAUDIT • SYSAUDIT • Alter Audit

29. Test Upgrade • Test, test … and then test again. • Follow previously developed testing strategy: • Unit • System • Integration • Parallel • Performance • User acceptance • Regression • Test security.

30. Move into Production • Negotiate and plan for downtime. • Give system owners time to review before GA. • Plan for contingencies. • Easiest part of the upgrade ...

31. Questions??