9.2 Upgrade Project approach9.0 to 9.2 upgradePeopleSoft Campus Solutions Upgrade Home Page (Doc ID 2078564.2)From ReleaseTo ReleaseApplication: Campus Solutions 9.0Bundle #34 and HCM Bundle #25*PeopleTools: PeopleTools 8.53.x or higherApplication: Campus Solutions 9.2 through Update Image 8PeopleTools: PeopleTools 8.56.05 or higher 8.56.xx patchCopyright 2018, Oracle and/or its affiliates. All rights reserved. OracleCertified
Upgrade Environments OverviewNew Release 9.2 PI8 Demo (UPG Source) Demo Environment for new application release baseline. Source DB during initial pass upgrade New release objects migrated from here to target environmentCopy of Production (UPG Target) Latest copy of existing lower version production environment Target during initial pass upgrade New release objects are imported into this environment during upgrade Will be used as Source for subsequent upgrade passesPSFT Update Image (RFU/Fixes) Latest available PeopleSoft Update Images. Example #CS PUM 11 CS PSFT 9.0 to 9.2PI8 Application upgrade Templates to be downloaded from here RFUs will be applied to Initial pass upgrade source demo Application Fixes will be applied on upgraded copy of Production after each passCopyright 2018, Oracle and/or its affiliates. All rights reserved.
Upgrade Process Overview PSFT 9.2/PT 8.55 & AboveCopyright 2018, Oracle and/or its affiliates. All rights reserved.
Oracle PeopleSoft upgrade approachCustomer controlled instancesOMCS controlled instancesPUM Image (Latest)Demo 9.2 (Customer Copy) : Fit/Gap, Functional AnalysisStage Dev 9.2 – Customers Development environment: 1st Clone after initialpass upgrade 9.2Clone after every pass; CEMLI retrofit, Dev instance post go liveDemo 9.2 (with certified upgrade path PUM Image.To be used for the upgrade (comparison, source ofnew objects). Decommissioned after upgradeDev CS 9.2 ( 1st pass ): 1st Clone from Prod 9.0 tobe upgraded to 9.2.Upgrade Source Database for all other iterativepasses. Decommissioned after upgradeTest 9.2 – Customer Test instance: 1st Clone after initial pass upgrade 9.2System Testing –Functional Leads, migrate Retrofitted CEMLI, Security retrofit,Integration testing, Non-Prod Hardware. Test instance post go liveShared control of new production till go-liveProduction 9.2 - (Dry Run & GoLive passes ):UAT – User Community, migrate Retrofit CEMLIs,Security, Integration Load Testing.Final Move – Go Live - ALL Users. Prod instancepost go liveCopyright 2018, Oracle and/or its affiliates. All rights reserved.
Oracle PeopleSoft upgrade approach9.0InitialTargetCOPAdditional Requirements: 9.2 DEV will be refreshed from Internal Upgrade(upgraded) andgiven for customer development/retrofit with PUM#7 DEV 9.0 can be just used as a reference environment for 9.09.2 PRODTargetPRODTarget9.2 DEVPUM server9.2 MetadataInternalUpgradeUpgradedSourceCan be refreshed oncustomer developmentenvironments9.2 PRODApply PUMPatches/CEMLI9.2 MetadataPost go-live UAT environment (PROD will becopied to PROD SUPPORT) Start the migration of production by shutting downthe existing production and migrate the DB to newhardware of PRODApplication DataGo-Live Upgrade: Final Pass9.2 Metadata Provision the PROD instance on Upgraded productionenvironment tech stack. UAT Signoff to be performed only on new ProdApplication DataTest Move Passes: 2nd Pass/Dry Run9.2 DemoInitial Source9.2 Metadata9.2 PROD9.2 TESTCustomerCustomizationsand RetrofittedObjects from 9.2DEVCan be refreshed oncustomer development/TestenvironmentsApply PUMPatches/CEMLICopyright 2018, Oracle and/or its affiliates. All rights reserved. CustomerCustomizationsand RetrofittedObjects from9.2 TEST Develop & Retrofitcustomizations Additional moduleconfiguration/setup Apply PatchesExisting9.0 DevApplication DataInitial Pass (6-8 weeks)9.2 & PT 8.57
Tech Upgrade: roles and responsibilities overviewMigration UpgradeDB Migration ( 1st week)Initial pass (2nd Week)(3rd Week)(4th Week)(5th Week)(6th Week)(7th Week)(8th Week)2nd Pass (PROD)(Test Move 1)3rd Pass (PROD)(Test Move 2/Dry Run)Final Pass (PROD)(Go-live)Copy of production requiredMigrate the Current Demo/COP on to New OMCS instanceApplying RFU Fixes and Running the PeopleTools Upgrade 8.56Generate Compare reports between COP & 92DMOAnalyze the Compare reports and provide keep drop decisions in Excel Review by OMCSUpdating Keep/Drop Application Upgrade steps & Modifying StructuresData conversion & Alter with Deletes/Final AltersLatest PUM Patching IVTChapter 8 (post functional steps) PUM Patching Manual StepsCompleting the initial upgrade pass & Refreshing EnvironmentCEMLI Retro Fit/Development/Security Retro Fit/Functional configurations/New module implementations on upgraded SIOMCSOMCSOMCSCustomer/SIOMCSCustomer/SIMigrate new COP (copy of production)Tools 8.56 Upgrade Running MTP Upgrade scripts Latest PUM patchingMigrate retrofitted CEMLIs/Security/Functional configurations from DEV TEST PROD at the end of every iterative passCustomer/OMCSOMCSCustomer/SIDeveloper testingCustomer/SISystem Testing/Business Process & Integration TestingCustomer/SICEMLI Retro Fit/Development/Security Retro Fit/Functional configurations/New module implementations on upgraded environmentsCustomer/SIMigrate new COP (copy of production)Tools 8.56 Upgrade Running MTP scripts Latest PUM patchingMigrate retrofitted CEMLIs/Security/Functional configurations from DEV TEST PROD at the end of every iterative passCustomer/OMCSOMCSCustomer/SIDeveloper testingCustomer/SIPerformance Testing/QA/Business Process Testing / UAT Sign OffCustomer/SIPreparation for Go-Live ( validation scripts, PA checks, Lockdown, Hardening)Customer/OMCSMigrate new COP (copy of production)Tools 8.56 Upgrade Running MTP scripts Latest PUM patchingMigrate retrofitted CEMLIs/Security/Functional configurations from DEV TEST PROD at the end of every iterative passCustomer/OMCSOMCSCustomer/SIGo-live ValidationPost Go-live supportCustomer/SIOMCSCopyright 2018, Oracle and/or its affiliates. All rights reserved.
Timelines for Oracle PeopleSoft upgradeMonth1Month 2Month 3Month 4Month 5Month 6Month 7Month 8W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2 W3 W4 W1 W2PhasesProject IntitializationPrepare Project Plan & TimelineConduct Kickoff meetingOCI Tenancy Creation & RegistrationCreate TenancyAccess and Activate TenancyOCI Infrastructure ProvisioningProvision ResourcesBuild intial pass upgrade environmentsBuild remainign upgrade envieonments (Based on project priorities)Build PRODBuild DR H/W (Will not be synced until G/L)Provisioning and Configure VPNCore Network Provisioning - VCN, Subnet, DRG, IG, SecList, Route TableSetup VPN for OCI connectivity & Customer network changesUpgradeinitial upgrade passCEMLI retrofitDeveloper testingSecond Upgrade pass on PRODQA/SIT/Business process testingThird Upgrade pass (Mock/Dry run(24x7)UATFinal Upgrade pass (Go-live)Post Go-LiveStabilizationAssumptions: Above plan has been prepared on the assumption that1. This timeline does not include provisioning timeline2. This timeline assumes the new environments is provisioned for start of the project.3. These timelines do not include wait time for Product related issue/bug fixes4. These are tentative dates and once agreed upon the date would change as per overall project timelines5. Development/retrofitting of CEMLI, security, functional application activities timelines can change based on customer requirements6. This is not an in-place upgrade and New hardware including DB, MTs (Linux & Windows) are provisionedCopyright 2018, Oracle and/or its affiliates. All rights reserved.
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