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The BTRG Methodology for thePeopleSoft UpgraderBruce DriverChief Technology ArchitectThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

The BTRG Methodology forthe PeopleSoft UpgraderBest Practices ForFitting Your PeopleSoftUpgrade Into theGo-Live Time WindowThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Outlineo PeopleSoft Upgrade Project Overviewo PeopleSoft Upgrade Project Roleso Primary Goals of Multiple Upgrade Passeso PeopleSoft Upgrade High-Level Outlineo PeopleSoft Upgrade Guidelines - Overallo PeopleSoft Upgrade Guidelines – Task-By-Tasko PeopleSoft Upgrade Toolkito SummaryThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrade ProjectOverviewo Multiple Upgrade Passeso An Initial Upgrade Passo Several Move-To-Production (MTP) Upgrade passeso Each pass has a Source database and a Target DatabaseThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrade ProjectOverviewo Source databaseo At the new PeopleSoft Application and PeopleToolsversiono New version PeopleSoft/PeopleTools objects migratedfrom the Source database to the Target databaseo Initial Upgrade Passo Uses new version Demo database as the Sourceo Move-To-Production Passeso Use already upgraded Copy of Production as the SourceThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrade ProjectOverviewo Target databaseo A new copy of productiono Starts at old PeopleSoft Application and PeopleToolsversionso Finishes a new PeopleSoft Application and PeopleToolsversionsThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrade ProjectOverviewo Several PeopleSoft Move-To-Production(MTP) Upgrade Passeso Referred to as Practice MTP Upgrade Passeso Performed to prepare for the eventual Go-Live MTPUpgrade PassThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeProject onalModule LeadsUpgradeProjectManagerEngagementManagerThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrader Lead role in executing the PeopleSoft ApplicationUpgrade procedure Executes tasks prescribed by PS Upgrade manual Uses Change Assistant to execute this procedure Performs Initial Upgrade Pass, Test MTP UpgradesPasses, and Go-Live MTP Upgrade Passes Installs and configures Change Assistant andEnvironment Management Framework Often installs target PS App/PT versions including newversion Demo database PeopleSoft infrastructure administration skills andstrong SQL skills needed Performance tuning and debugging skills Database administration skills helpfulThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Developerso Technical PeopleSoft developer responsible for:o Reviewing existing customizationso Re-implementing customizations being maintainedo Developing new customizations if requiredo PeopleSoft development skills as necessaryo Application Engine, PeopleCode, SQR, COBOL, SQLo XML, Web ServicesThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft DatabaseAdministratoro Create and administer the PeopleSoft databasesnecessary for a PeopleSoft Upgradeo PeopleSoft Demo databaseso PeopleSoft Upgrade Source databaseo PeopleSoft Upgrade Target databaseo New version Development, Test, UAT, Productiondatabaseso Performance TuningThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft FunctionalModule Leadso Functional responsibility for supporting specificPeopleSoft module(s) through the upgradeo Financials – GL Module Lead, AP Module Lead, ARModule Lead, etc.o HCM – Benefits Module Lead, Payroll for NA ModuleLead, etc.o Functional expertise in the specific PeopleSoftmodule(s) for which is the leadThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeProject Managero Responsible for managing the PeopleSoftUpgrade projecto Development and maintenance of the Upgrade Projectplano Management of Upgrade Project resourceso Ensuring successful completion of project deliverableso Project status reportso Project issue management and change managemento Onsite and provides day-to-day management ofUpgrade team for larger upgrade projectsThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Engagement Managero Senior-level manager with comprehensiveimplementation experienceo Serves as advisor during the PeopleSoft Upgrade projecto Ensures adequate stakeholder and businessrepresentative involvemento Usually offsite and participates in Steering Committeemeetingso Point of contact for project engagement issuesescalationThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Primary Goals ofMultiple Upgrade Passes1Build Upgrade Toolkit2Identify and Remove UpgradeBreakdowns3Tune Upgrade PerformanceThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Primary Goals ofMultiple Upgrade Passeso Build Upgrade Toolkito Develop and compile a set of SQL scripts, Data Moverscript, and Guidance Noteso Organized for easy reference with naming conventionreflecting Upgrade task/stepThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Primary Goals ofMultiple Upgrade Passeso Identify and Resolve Upgrade Breakdownso Exampleo Alter Without Deletes tasks - run out of database spaceo Data Conversion tasks – encounter unique constraintviolation on a unique indexo Identification and resolution of breakdowns consumetimeo Goal – identify and resolve all upgrade pass breakdownsbefore the Go-Live MTP Upgrade PassThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Primary Goals of MultipleUpgrade Passeso Tune Upgrade Performanceo Make actual tasks/steps of the Upgrade perform fastero For exampleo Data Conversion taskso Designing and creating appropriate indexeso Rewriting SQLo Rewriting Application Engine codeo Alter Without Deletes tasks/Alter With Deletes taskso Create and run multiple Alter scripts in parallelThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

Other Goals ofMultiple Upgrade Passeso E.g., Initial Upgrade pass – Project Compareso Identify customizationso Responsibility of PeopleSoft Developero Primary Goals of Multiple Upgrade Passeso Primary goals of the PeopleSoft UpgraderThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrader Roleo Primary PeopleSoft Upgradero Needs to be involved in all Upgrade passeso To achieve primary goals of multiple Upgrade Passeso To build the knowledge to complete the Go-Live MTPUpgrade Pass in the allotted Go-Live Time Windowo DO NOTo Shuffle this responsibility between different team memberso Farm out to a part-time team membero Backup PeopleSoft Upgradero Shadows Primary Upgrader, perhaps leads some passesThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft Upgrade HighLevel OutlineChapter 1: Planning Your Application UpgradeChapter 2: Preparing Your Database for UpgradeChapter 3: Applying PeopleTools ChangesChapter 4: Running and Reviewing Compare ReportsChapter 5: Applying Application ChangesChapter 6: Completing Database ChangesChapter 7: Applying Changes to the Production DatabaseThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overall"Amat victoria curam "Catullus, Carmen 62:16"Victory loves preparation"The Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo PeopleSoft Upgrade manualo E.g., PeopleSoft Financials/Supply Chain Management8.9 to 9.2 Upgrade manualo Prescribes required procedure on a Task-by-Task basiso Typically 300 – 450 pages in lengthThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo "To a large extent the ultimate success of aPeopleSoft Upgrade depends on the sustainedattention to detail required to persevere in thesuccessful execution of the PeopleSoft ApplicationUpgrade tasks through multiple upgrade passes "The Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Resist temptation to cut cornerso to skip steps deemed unnecessary for a particularupgrade pass or to perform steps incompletely for thesake of expediencyo Multiple upgrade passes are practice for the GoLive upgrade passo Maxim: “Practice does not make perfect; rather, perfectpractice make perfect”The Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Develop, Compile, and Retain Upgrade Scriptsand Noteso E.g., upgrade task requires a set of tables to be droppedor set of indexes to be createdo Develop a SQL script and retain for future passeso Have scripts log their outputo E.g, some upgrade tasks are executed conditionallyo Develop a script to ascertain this conditiono Compile notes pertinent to execution of specific tasks asnecessaryThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Develop, Compile, and Retain Upgrade Scriptsand Noteso Organize upgrade scripts and notes by directorystructure and useful naming conventiono E.g., including the Upgrade manual task description andnumberingThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Keep All Log and Trace Fileso Keep all log and trace files from all upgrade passeso Not only for tasks/steps run through Change Assistanto But also for all tasks/steps executed manuallyo Not only enable debugging at time of breakdowno Help diagnose problems not identified until some timelater during Unit or System testingo Enable performance tuning by enabling identification ofpoorly performing steps and SQLThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Update Statisticso Update statistics for appropriate tables at all stages ofupgrade pass as prescribed by PS Upgrade manualo Temptation to skip - communication and wait for DBAo Without updating statistics subsequent steps in theupgrade will be slowero Will not adequately determine duration of these stepso Determine how to update statistics efficientlyo Often can kick off update statistics script and proceedwith subsequent tasks of upgradeThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Update Statisticso Three of the key tasks prescribed for updating statisticso Performing Updates to PeopleTools System Tableso Need to update statistics for affected PeopleTools tableso Modifying the Database Structureo After Alter Without Deletes and associated steps performed,need to Update Statistics in preparation for Data Conversiono Running Final Update Statisticso After Finalizing the Database Structure and its associated AlterWith Deletes step, need to Update Statistics in preparation forremaining Upgrade tasksThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Perform Pre-Upgrade and Post-Upgrade ManualFunctional Tasks For All Upgrade Passeso Typically completed by someone other than Upgradero Compile task listso for Chap 2 Pre-Upgrade Manual Functional Taskso for Chap 6 Post-Upgrade Manual Functional Taskso Determine which tasks necessary for this particularPeopleSoft environment and who is responsible forperforming each tasko Individual team member practice and team coordinationThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Run Data Conversion and Other Upgrade TasksWith Appropriate Tracing Enabledo Expressed reluctance – “I don’t want to have tracingenabled because it will slow it down.”o Trace files of indispensible value in practice passeso In identifying what steps need to be tunedo In diagnosing and debugging Application Engine programfailuresThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Run Data Conversion and Other Upgrade TasksWith Appropriate Tracing Enabledo Each upgrade pass may have particular focus – e.g.,Performance Tuning MTP Upgrade Passo Each upgrade passes should work toward all of the PrimaryGoals – including tuning performanceo Possible to choose an appropriate level of tracing so thatthe impact on performance is minimizedo Need to be instrumented to facilitate problem diagnosisand resolutionThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo Perform All Auditso Chap 2 Preparing Your Database for Upgradeo Initial DDDAUDIT, Initial SYSAUDIT, Initial Alter Audito Chapter 5 Applying Application Changeso Final DDDAUDIT, Final SYSAUDIT, Final Alter Audito Audits can provide critical information necessaryfor success of upgradeo Can not rely on assurances of Non-Upgrade teamresources that “Production is audited and clean’The Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo SQL Script Generationo During Go-Live MTP Upgrade pass, upgrader should notneed to generate SQL scriptso SQL scripts from previous MTP Upgrade passes can be usedo Conditionso No records have been changed since those SQL scriptswere generatedo I.e., an appropriate code/object freeze occurs before thelast time these SQL scripts were generatedThe Business & Technology Resource Group (BTRG) Proprietary & Confidential

PeopleSoft UpgradeGuidelines - Overallo SQL Script Genera