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Oracle’s PeopleSoft Enterprise HumanCapital Management upgrade planning.Tools and techniques for the upgrade decision.Mike CurtisIBM Oracle International Competency CenterSeptember 2012 Copyright IBM Corporation, 2012. All Rights Reserved.All trademarks or registered trademarks mentioned herein are the property of their respective holders.

Table of contentsChange history . 1Abstract. 2Introduction . 2The process . 2The PeopleSoft Enterprise HCM Cumulative Feature Overview Tool. 2Estimating hardware requirements . 5Summary. 9Trademarks and special notices . 10Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation

Change historyVersionDateEditorEditing description1.009/15/2012Patrick MooreOriginal versionOracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation1

AbstractUnderstanding the information and tools available to help you analyze and justify the need toupgrade to a more recent version of the PeopleSoft Enterprise Human Capital Managementapplication can significantly speed up the decision process and help the final decision to be thecorrect one.IntroductionUpgrading application software is required at some point for all customers, and like any other businessdecision, it needs to be justified. That justification process is fueled by business requirements, supportrequirements and upgrade costs for software, hardware and staffing needs. Gathering the information toget approval for the upgrade project can be challenging, but by following some basic steps it can beaccomplished. For PeopleSoft Enterprise HCM, the HCM Cumulative Feature Overview Tool makes itquite easy to determine the new application features that have been introduced in each new release. Thesoftware costs and supported levels can be obtained from the software vendors. Critical to the decisionprocess is being able to quantify the impact of the upgrade on the existing environment to determine if ahardware upgrade is required. If an upgrade is needed then the total cost of the software can bedetermined. By analyzing existing benchmark data, or by using the IBM upgrade sizing process forPeopleSoft Enterprise, the hardware requirements for the upgrade can be estimated. Staffing needs aredifferent for each customer so each customer would have to supply those cost estimates. This paperdiscusses the upgrade process and attempts to give customers tips, techniques and tools to assist thatprocess.The processWhen there is reason to evaluate a possible upgrade of application software there are usually at least twoand sometimes three or more upgrade possibilities. For purposes of this paper, PeopleSoft EnterpriseHuman Capital Management was chosen as the focus for this exercise as it is one of the most prevalentPeopleSoft application suites in the marketplace today. Many customers are still running on the HCM8.xx codeline and are evaluating the upgrade possibilities. At this time there are two releases availablefrom the 9.xx codeline, V9.0 and V9.1. There is also planned to be a V9.2 release sometime later thisyear. Given the multiple choices, the first choice is likely the upgrade that gives the customer thebusiness functions required.The PeopleSoft Enterprise HCM Cumulative Feature Overview ToolFinding the needed functions and what release of a particular product introduces those functions can be atedious process. Oracle has a great tool to help customers evaluate feature and function differencesbetween releases of HCM. By going to the following location customers can take advantage of this HCMCumulative Feature Overview md show&type NOT&id 793135.1Note this tool is available on the “My Oracle Support” website, a valid login and password isrequired to access the tool.Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation2

Figure 1. HCM Cumulative Feature Overview ToolOnce the tool is invoked by opening the Excel spreadsheet titled“HCM Cumulative Feature Overview Tool.xls”, you can choose the PeopleSoft Enterprise HCM productor products you are interested in and the source and target releases. For the purposes of this exercisethe Human Resource application and the North American Payroll application were selected. PeopleSoftHCM 8.9 was chosen for the current release and release 9.1 was used for the target release.Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation3

Figure 2.Selecting the HCM product, current and target releasesThen click on the “Run Report” button to generate the comparison report as shown in Figure 3.Figure 3. Generating the comparison reportOracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation4

This comparison report shows the available new features and functions that became available betweenthe current release and target release, and notes the release in which the features first became available.With this information the customer can make an educated decision about which HCM release to target fortheir upgrade project in order to obtain the required functions. For our example the report that isgenerated is 13 pages long. Figure 4 shows a sample page from the report. Notice the product anddetailed feature description and the first release the feature became available.Figure 4. Sample page from reportEstimating hardware requirementsWith this information you can now move on to estimating the hardware requirements for your plannedupgrade. One way to estimate hardware costs is to look at existing benchmarks. The benchmarkingexercise gives significant performance information as well as sizing data. PeopleSoft benchmark resultsare documented in a benchmark report detailing the benchmark criteria, workload descriptions,transactions executed, and performance statistics, and are posted ps-benchmark/peoplesoft-167486.htmlNormally a benchmark report is accompanied by a tuning white paper documenting system and databasesettings used during the benchmark process and noting any changes made during the process, alongwith their impact on results. This paper can be very helpful to customers, allowing them to see the actualsystem settings to help guide them in their own implementation or upgrade efforts. By using thebenchmark performance report data customers can see the impact of specific upgrades. For thisexample the performance of PeopleSoft Enterprise Payroll V9.0 was compared to V9.1. The followingtable depicts the comparison:Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation5

PayrollV9.0PayrollV9.1Average Clock Time (Min)6.45.7Average CPU (TCB) Time(Min)1.841.64Average % CPU Busy28.326.9Average I/Os per sec15621560Average I/O resp time (MilSec)1.61.48Peak I/Os per sec25082080Average Clock Time (Min)3132.5Average CPU (TCB) Time(Min)22.2723.86Average % CPU Busy67.168.9Average I/Os per sec1566714Average I/O resp time (MilSec)0.880.96Peak I/Os per sec2235932Average Clock Time (Min)21.623.55Average CPU (TCB) Time(Min)16.615.6Average % CPU Busy71.264.3Average I/Os per sec25961519Average I/O resp time (MilSec)1.21.34Peak I/Os per sec32301625Average Clock Time (Min)3.52.5Average CPU (tcb) Time (Min)1.752.1Average % CPU Busy44.265.5Average I/Os per sec1875385.5PaysheetPaycalcPayconfDDP001Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation6

Average I/O resp time (MilSec)0.561.3Peak I/Os per sec1895539Average Clock Time (Min)1818.7Average CPU (TCB) Time(Min)14.9714.7Average % CPU Busy78.171.4Average I/Os per sec2278.41103Average I/O resp time (MilSec)0.540.57Peak I/Os per sec23301291DDP003Table 1. PeopleSoft Enterprise Payroll benchmark comparisonAfter reviewing these benchmark results, it is easy to see that the difference between upgrading to V9.0versus V9.1 is very small, performance and resource wise, and the cost, from the processor usageperspective, was very small, probably not requiring a CPU upgrade. Consequently, it would likely bebetter from a support perspective to go to V9.1 because support for this version would be available longerand there are more features and functions available in that release. Hardware and software costs for thisupgrade would appear to be small, and possibly zero.This process, while time consuming, is fine if you have the time AND can find published benchmarkreports from which to extract the required data. However, if you would rather rely on IBM expertise andbenefit from years of experience with PeopleSoft Enterprise performance analysis, based on bothpublished and unpublished benchmarks, you can, at no expense to you, utilize the PeopleSoft Enterpriseupgrade sizing process. For a description of the upgrade sizing process str.nsf/WebIndex/PRS1551This process has been used by customers for many years and has evolved into its current state withfeedback from customers and technicians. Its evolution continues with each release of PeopleSoftEnterprise applications and with each improvement in hardware technology or software release from IBMto provide outstanding planning information for customers. Take a look at the detailed sizingquestionnaire to appreciate the depth of information analyzed to give customers the best possibleupgrade planning /atsmastr.nsf/WebIndex/PRS1617By using the IBM Techline ISV Solutions Sizing Team, the group within IBM that executes the upgradesizing process, customers can easily obtain upgrade planning estimates, at no cost to them. Acustomized sizing report is sent to each customer that requests a sizing estimate.Once the sizing process is complete the possible need for a hardware upgrade can be evaluated and, ifneeded, the accompanying software upgrades determined.Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation7

At this point the PeopleSoft Enterprise upgrade release is known and the hardware and software costshave been estimated. All that remains is the staffing estimates and the upgrade proposal can becompleted and sent for approval.Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation8

SummaryUpgrading software can be painful, but in many cases very necessary. The best approach to planning foran upgrade is to utilize any available tools and techniques to help make it as painless and as reliable aspossible. With PeopleSoft Enterprise applications and IBM, the answer is use the existing tools andinformation discussed in this white paper to obtain the most accurate information to estimate the total costof the upgrade so that management can make the correct decision.Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs Copyright 2012, IBM Corporation9

Trademarks and special notices Copyright. IBM Corporation 2012. All rights reserved.References in this document to IBM products or services do not imply that IBM intends to make themavailable in every country.Other company, product, or service names may be trademarks or service marks of others.The information provided in this document is distributed “AS IS” without any warranty, either express orimplied.The information in this document may include technical inaccuracies or typographical errors.All customer examples described are presented as illustrations of how those customers have used IBMproducts and the results they may have achieved. Actual environmental costs and performancecharacteristics may vary by customer.Information concerning non-IBM products was obtained from a supplier of these products, publishedannouncement material, or other publicly available sources and does not constitute an endorsement ofsuch products by IBM. Sources for non-IBM list prices and performance numbers are taken from publiclyavailable information, including vendor announcements and vendor worldwide homepages. IBM has nottested these products and cannot confirm the accuracy of performance, capability, or any other claimsrelated to non-IBM products. Questions on the capability of non-IBM products should be addressed to thesupplier of those products.All statements regarding IBM future direction and intent are subject to change or withdrawal withoutnotice, and represent goals and objectives only. Contact your local IBM office or IBM authorized resellerfor the full text of the specific Statement of Direction.Some information addresses anticipated futu