This document provides an overview of tools and resources available to help plan, evaluate, and execute a PeopleSoft upgrade project. It discusses upgrade tools such as Oracle Configuration Manager, PeopleSoft Test Framework, Compare Reports, and Change Assistant that can help with various phases of an upgrade. It also lists documentation resources like Upgrade Home Pages on My Oracle Support, Cumulative Feature Overviews, and the Upgrade Resource Report Tool. The presentation aims to help customers understand how to improve ROI and lower costs when upgrading their PeopleSoft system.

2. <Insert Picture Here>
Improve ROI and Lower Costs by Mastering PeopleSoft Upgrade
Tools and Resources
Victoria Cleven
Principal HCM Business Solutions Consultant

3. The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.

4. Agenda
• Upgrade Tools
• Upgrade Resources
• Q & A

5. Agenda
• Upgrade Tools
• Upgrade Resources
• Q & A

6. High Level Upgrade Project
Upgrade Phases
Execute
Plan
Evaluate

7. Agenda
• Upgrade Resources
• Upgrade Tools
• Q & A

8. PeopleTools
Upgrade Tools
Execute
• Performance Improvements
• Impact analysis tools
Plan • PeopleSoft Test Framework
• Compare Reports • Usage Monitor
• Change Impact • Compare Report
Analyzer • Change Assistant
• Composite compare • Enterprise Manager
Evaluate • Visual compare and • PSFT application
• My Oracle merge management pack
Support • Oracle Configuration
resources Manager
• User Productive
Kits (UPK)

9. PeopleTools
Upgrade Tools
Execute
• Performance improvements
• Impact analysis tools
Plan • PeopleSoft Test Framework
• Compare Reports • Usage Monitor
• Change Impact • Compare Report
Analyzer • Change Assistant
• Composite compare • Enterprise Manager
Evaluate • Visual compare and • PSFT Application
• My Oracle merge Management Pack
Support • Oracle Configuration
resources Manager
• User Productive
Kits (UPK)

10. Upgrade Tools
Oracle Configuration Manager
• What is it?
• Configuration collector – includes all layers
• Capture customer configuration information to provide more
efficient customer service
• Included within PeopleTools 8.50 install process
• Why?
• Faster problem resolution
• Preventive support advice
• Improved system stability
• Health Checks
• Check common issues and recommend corrective actions
• Visible in My Oracle Support
• Priority Handling
• SRs logged against configurations are handled first!

11. Upgrade Tools
PeopleSoft Upgrade 9.1/8.50
• Upgrade performance improvements
• Reducing system downtime
• Upgrade Data Conversion Analyzer
• Upgrade Data Conversion Runtime
Change
PSFT
Assistant
Application

12. Upgrade Tools
PeopleSoft Test Framework – PeopleTools 8.51
• Change is risky and expensive
• System testing is time consuming and costly
• Accurate Impact information is difficult gather
• Change in inevitable
• Upgrades
• Maintenance
• Enhancements

13. Upgrade Tools
PeopleSoft Test Framework – PeopleTools 8.51
The complete process
1. Run usage 3. Upgrade
monitor
PS APPS
5. Impact Analysis
2. Create PTF test cases 4. Run the compare report • Test cases
for each business process with data written to tables • System usage
• Changed objects
• Why PeopleSoft Test Framework?
• Reduce fear and uncertainty of change
• Understand scope of upgrade
• Reduce time, complexity and cost of system testing

14. Upgrade Tools
PeopleSoft Test Framework – PeopleTools 8.51
• PeopleSoft application testing - “Record and Playback”
• Integrated with PeopleTools
• Integrated with lifecycle management, upgrades and
change management
• Tests and test cases are PeopleTools managed objects
• Stores references to all records, fields, pages, menus,
components used in a test in the database
• Provides impact analysis
Oracle Proprietary and Confidential

15. Upgrade Tools
PeopleSoft Test Framework – PeopleTools 8.51
• Test case development
• Easy process for recording test cases
Record Toolbar

16. Upgrade Tools
PeopleSoft Test Framework – PeopleTools 8.51
• Test case maintenance
• Straightforward tool to add, edit, delete and debug test cases
• Integrated with PeopleTools managed objects

17. Upgrade Tools
PeopleSoft Test Framework – PeopleTools 8.51
• Test case results
• Simple UI for reviewing test case results

18. Upgrade Tools
Enterprise Manager – PeopleSoft Management Pack
• Centralize and simplify system
management
• Proactive system monitor
and management
• Lower your total cost of
ownership (TCO)
• Leverage best of breed
Oracle management
technology

19. High Level Upgrade Project
Upgrade Phases and Tasks
Execute
• System Testing
• Development
Plan • Move to production
• Upgrade Homepages
• System requirements • Prebuilt PSFT UPK content
• Change Management
• URR Tool
Evaluate • Business Processes,
Integration Points, and
• Analyze new features Entity Relationships
• Product documentation
and release content
• CFO Tool

20. Learn More
PeopleSoft Information Development Resources
Hosted & Mobile PeopleBooks - PeopleTools PeopleBooks are
available in three formats: Hosted PeopleBooks, PDF’s, and
Amazon’s Kindle format. All can be accessed here:
http://www.oracle.com/technetwork/documentation/psftent-090284.html
Doc Home Pages – constantly updated direct links to
PeopleBooks, PeopleBook Updates, Release Notes, Installation
and Upgrade Guides, and other useful product documentation,
all accessible from one My Oracle Support location.
PeopleTools 8.51 Documentation Home Page [ID 1127534.1]
https://support.oracle.com/CSP/main/article?
cmd=show&type=NOT&id=1127534.1
Information Portal - locate the documentation, training, and
other info needed to help with your implementation process.
Customers searching for this information should make this
their first online destination.
http://www.oracle.com/us/products/applications/054275.html

21. Learn More
PeopleSoft Information Development Resources
Cumulative Feature Overview (CFO)- Providing
concise descriptions of new and enhanced solutions
and functionality that have become available starting
with the 8.4 release through our latest 8.51 release.
https://support.oracle.com/CSP/main/article?
cmd=show&type=NOT&doctype=SYSTEMDOC&id=793143.1
Upgrade Resource Report Tools - helps you find all
the documentation, scripts, and files you need for your
upgrade project.
https://support.oracle.com/CSP/main/article?
cmd=show&type=NOT&doctype=SYSTEMDOC&id=1117047.1
Follow us on PeopleSoft_Info

22. Cumulative Feature Overview Tool Available On
• Configurable Tool
Select Your – Select Your Products
Specific
Products – Select Your To/From Release
• Available on My Oracle
Support (MetaLink3)
• For Each Product Family
– HCM (Doc ID 793135.1)
Define Your
To/From
– FMS/ESA/ALM (Doc ID 793151.1)
Release – SCM/SRM (Doc ID 793155.1)
Comparison
– CRM (Doc ID 793147.1)
– EPM (Doc ID 793148.1)
– PeopleTools (Doc ID 793143.1)
– Portal Solutions (Doc ID 793160.1)

23. Upgrade Resource Report Tool Available On
• Configurable Tool
– Select Your Upgrade Path
– Run report for a listing of
upgrade resources that are
specific to the upgrade path.
– The list contains links to the
actual upgrade content.
• Available on My Oracle
Select Your
Upgrade Path Support
• For Each Product Family

24. PeopleSoft Upgrade Home Pages on MOS Available On
• The Install and Upgrade documentation team creates a My Oracle Support
(MOS) page for each upgrade path per product line. This page serves as an
upgrade homepage for that specific upgrade path.
• These homepages include the Upgrade Files including the Getting Started Guide,
Change Assistant User Guide (link), upgrade instructions, Demo to Demo
Compare Reports, and upgrade code files.
• The Install/Upgrade Information Development team also posts installation
documentation, hardware/software requirements documentation, and
certification information on a separate Install & Hardware/Software MOS
pages

25. Achieve Quality Results with Oracle Consulting
PeopleSoft HRMS Upgrade Services
SERVICE DESCRIPTION ESTIMATED
OPTIONS EFFORT
Discovery • Introductory meeting to establish next steps 1-2 days
• Understand if customer is considering a technical upgrade or introducing process improvement through
adoption of new PeopleSoft HRMS functionality
• Discovery questionnaire
Business Case • Assist customer to understand what business benefits are achievable from an upgrade 3-5 days
• Assist customer to develop a business case for internal justification for an upgrade effort
Configuration • Provide professional assistance to 2-3 weeks
Health Check • review current Core HR configuration,
• configuration readiness for a multi-country rollout and employee footprint expansion
• Review technical architecture towards adopting latest technology
Regional • Provide advisory assistance with understanding the technological challenges when moving to a HR Shared 3-4 weeks
Deployment Services model
Readiness • Assist customer to develop a roadmap and task list for reconfiguration of PeopleSoft HRMS in preparation for
adopting Shared Services
• Assist customer to develop a HR Shared Services HR Systems operation model
Talent • Assist customer to understand latest PeopleSoft Talent Management offerings 3-5 weeks
Management • Work with customer to identify touch points between internalT alent Management initiatives with PeopleSoft
Readiness Talent Management functionality
• Provide advisory assistance to evolve the customer’s Talent Management framework based on PeopleSoft
HRMS Talent Management best practices
Deliver Upgrade • Develop detailed scope, plan, resources and timeline for the upgrade, including recommended approach 8-12 weeks
Project • Conduct workshops for each major business process area with key customer stakeholders to identify areas for
improvement and identifying new PeopleSoft HRMS modules and features
• Recommendations for business process improvement and opportunities to introduce new functionality/
application modules
• Assist customer to identify CEMLI’s to be retired/ replaced. Assess complexity and work effort to upgrade
CEMLI’s to be retained
Our respective country Oracle Consulting representatives will provide advice on which services are best suited to your needs

26. Q
&
A