People Soft Upgrade Best Practices Nor Cal Oracle

People. Soft Upgrade Best Practices Nor. Cal Oracle Applications User Group 17 -Jan-2008

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

<Insert Picture Here> Overview of New Product Releases

Applications Unlimited Unique, customer focused strategy EBS 12 Enterprise 9. 0 EBS 12. 1 EBS 12. x Enterprise 9. 1 Enterprise 9. x Enterprise. One World 8. 12 A 9. 1 9. 0 A 9. x 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.

Oracle Application Releases New Release Siebel Enterprise CRM Version 7. 8 Version 8 People. Soft Enterprise Version 8. 9 Version 9 JD Edwards Enterprise. One Version 8. 11 Version 8. 12 JD Edwards World Version A 7. 3 & A 8. 1 Version A 9. 1 Version 11 i. 10 Version 12 Oracle E-Business Suite

Oracle’s Applications Strategy Applications Unlimited For People. Soft Enterprise Oracle’s plan to continue providing ongoing enhancements to current Oracle applications beyond the delivery of Oracle Fusion Applications FUSION Latest Release Next Release Version 9. 0 Version 9. 1 Unlimited Applications Unlimited has NO impact on the targeted delivery dates for Oracle Fusion applications

People. Soft 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

People. Soft Enterprise 9. 0 The Extended Value Release • Extend Value Using Next Generation Technology • Easily integrate People. Soft 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 enduser experience • Reduce operating costs by using enhanced application management tools

<Insert Picture Here> Why Upgrade?

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

<Insert Picture Here> Potential Challenges

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

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

<Insert Picture Here> Oracle Consulting Upgrade Best Practice

Oracle Consulting Services - Top 10 Upgrade Best Practices 1. Determine Your Upgrade Path • More recent releases have a direct upgrade path to the latest release 2. 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 3. Prepare the Organization • Proactively engage stakeholders to help prepare for the project and the changes that will be experienced once deployed 4. Understand Mitigate Project Risks • Specific mitigation plans should be developed for high probability, high impact risks 5. Inventory Your System • Examine current business requirements and Inventory modifications and determine what is still needed

Oracle Consulting Services - Top 10 Upgrade Best Practices 6. Plan for Upgrade Architecture • Accurate sizing information will help guide decisions to reuse existing hardware and resources 7. Identify Custom Code and Scripting • Identified customized interfaces, forms, and reports that will require additional testing through the upgrade process 8. 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 9. 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 10. 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

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

Plan the Upgrade • Acquire information • Review People. Soft 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).

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.

Technical Upgrade Process

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 People. Tools.

Install New Release • People. Soft 9 demo database • People. Soft 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.

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

Upgrade People. Tools • Update user security. • Configure upgrade environment. • Convert People. Tools objects. • Perform vanilla compare.

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.

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.

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

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

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