Oxfam 9.2 Upgrade

1. Heather Davies – Project Manager
Graham Smith – Technical Lead
Oxfam FSCM 9.2
Upgrade Experiences

2. 2/19

3. 3/19

4. 4/19
Who am I?
• Graham Smith
• PeopleSoft Technical Lead
• 18 years at Oxfam
• http://i-like-trains.blogspot.com

5. 5/19
• PeopleSoft since 1999
• FSCM 9.2 (60+ countries 2,000+ users)
• HR 9.0 (1,200+ users)
• Microsoft Platform
• 10 functional/technical
PeopleSoft @ Oxfam

6. 6/19
Agenda
•9.2 Upgrade Drivers
•The Plan
•Approach
•Recustomisation
•Lessons Learned
•Opportunities Created

7. 7/19
9.2 Upgrade Drivers
• Application & Platform Support
• New 9.2 & 8.53 functionality
• Create platform for new opportunities

8. 8/19
The Plan
Exposure to 9.2
Build Servers Test & Fix
Develop Training
Initial Pass Recustomise8.53 Beta
20142012 2013
MTP 1 - 6
Code
freeze
Go
Live

9. 9/19
Approach
• Identify Key Business Contacts
– Get buy-in
– Make decisions
– Promote PeopleSoft
– Coordinate Testing
– Small group
• Demo new features
• Like for Like upgrade

10. 10/19
What we learned
• Use PUM Images to learn 9.2 Apps
• PeopleSoft Release Notes & PeopleBooks
• PeopleTools 8.53
– PeopleSoft Selective Adoption
– Perform Initial Upgrade Pass
– WorkCentres
– Secure Enterprise Search

11. 11/19
Technical Approach
• Learn – Exposure to Apps and Tools
• Initial Pass
• Analyse Customisations
• Re-apply all customisations and test

12. 12/19
9.2 Recustomisation
and bug fixing
Development Process
Development
8.9
UAT
8.9
Development
9.2
Essential
8.9 development
Production
8.9
Demo
9.2
Upgrade
to 9.2
Initial Pass
MTP
Freeze
development
Image
9.2.x
PUM Updates
PUM Updates
Upgrade UAT
9.2
Test

13. 13/19
Upgrade Weekend
• Shutdown 5pm Thursday & completed
transactions
• CA Upgrade Job (21 hours)
• Post Upgrade Database re-index & statistics
• Testing 10am – 5pm Saturday

14. 14/19
Recustomisation
• Identify customised definitions
– Use data gathered from Performance Monitor
– Inspect meta data
– Review own documentation

15. 15/19
Recustomisation
• Identify customised definitions
• Identify deprecated and new definitions
in 9.2
– Use the delivered Demo 8.9 to 9.2 compare
reports
– Tools only upgrade to copy of production
• Compare with latest Demo 9.2 Image

16. 16/19
Recustomisation
• Identify customised definitions
• Identify deprecated definitions in 9.2
• Decide to
– Re-apply
– Drop
– Re-design/re-think

17. 17/19
Recustomisation
• Identify customised definitions
• Identify deprecated definitions in 9.2
• Decide to
– Re-apply
– Drop
– Re-design/re-think
• Do customisations in defined order
– Means some testing can be done in parallel

18. 18/19
Lessons Learned
• SES consumed more time than expected
– Performance issues
• PUM was hard work
• Froze on Image 005
– Should have kept a closer eye on new updates
• WorkCentre Issues
– Age = Maturity !
• Database upgrade
• Browser Issues

19. 19/19
• SES Attachment Indexing (350,000 Files)
• SES Related Actions
• Emailing BACS remittances
• Requisition Workflow in PO
• Expanding use of WorkCentres
• Pivot grids for some Queries
• Activity Guides for some Project phases
Opportunities Created

20. 20/19
http://i-like-trains.blogspot.com
Any questions ?
gsmith@oxfam.org.uk (technical)
jlock@oxfam.org.uk (functional)