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Copyright © 2015 WorkStrategy, Inc. All rights reserved.
Using the PeopleSoft HCM 9.2
PUM for Upgrades and
Maintenance Upd...
2
WorkStrategy Webinar Wednesdays
Upcoming Webinars
• April 01 PeopleSoft 9.2 Recruiting Solutions (TAM/CG)
• April 08 Peo...
3
WorkStrategy Profile
• HR Technology Firm Based in Columbia, Maryland
• Staff of HR Practitioners and Oracle / PeopleSof...
4
New PeopleSoft Application Portal
peoplesoftinfo.com
5
New Cumulative Feature Overview (CFO)
6
CFO Results with Related “Images”
7
New 8.54 Fluid Mobile Transactions
Major upcoming ESS/MSS Mobile applications include:
• Employee Self Service:
o Compan...
8
Fluid Mobile ESS Applications (Tablet View)
• Requires PeopleSoft HCM 9.2.09 and PeopleTools 8.54
9
Fluid ESS – Benefit Summary
10
Fluid ESS – Life Events
11
Fluid ESS – Life Events Activity Guide
12
Fluid Mobile ESS (Smartphone View)
13
Fluid ESS – Benefits Summary
14
Fluid ESS – Benefits Life Events
15
Fluid ESS – Benefits Enrollment
16
Fluid ESS – View Balances & Requests
17
Fluid ESS – Personal Details
18
Fluid ESS – Personal Details (Update Marital Status)
19
Fluid ESS – ePerformance
20
Fluid MSS – Team Performance (ePerformance)
21
Fluid MSS – My Team
22
Fluid MSS – Team Performance Status (Analytics)
23
PUM Training Videos
24
PeopleSoft Lifecycle Management
25
PeopleSoft Update Manager (PUM)
• Recently defined as PeopleSoft Selective Adoption approach
• Oracle's new process for...
26
New PS Update Manager (PUM) Homepage
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1641843.2
27
PS HCM Update Image Patches & Updates
28
Certified PUM Upgrade Image 009 (from < 9.2)
29
Download the Upgrade Image (.zip files)
30
PUM Image 9.2 Image 009 Fix/Features “Content List”
31
PUM Setup Timeframe Guidelines
Task Time Comment
Download Virtual Machine
Software
1 hour Download from https://www.vir...
32
Start by Downloading Oracle’s VirtualBox
33
Go to My Oracle Support (or PUM Home) and Select Image
34
Review PUM Image Details
35
Download Image
36
Multiple Files (.ova) Are Downloaded
37
Run ova_gen.bat Utility to Group .ova Files
38
Upload the Image File to the VirtualBox Appliance
• Click “Import” from the VirtualBox File Menu to Import the Image Fi...
39
Configuring CA Output and Staging Directories
40
How Change Assistant and PUM Interact
• Change Assistant (CA) setup for
an Upgrade or Update includes
setting up a conn...
41
Change Package Wizard
42
Change Package Wizard – Define Change Package
43
Change Package Wizard – Select Updates
44
Change Package Wizard – Select “Find” link
45
Search for Maintenance Update (e.g. Tax Update)
• Scroll down to the “Review Candidate Bugs” section and click the “Fin...
46
PS PUM Change Package Wizard – Review Candidate Bugs
47
PS PUM Change Package Wizard – Review Bugs
48
PS PUM Change Package Wizard - Summary
49
PS PUM Change Package Wizard – Review Change Packages
50
From CA, Locate the Created Update Package
51
Change Assistant Creates the Change Package
• Click the Finish button. CA will create the Change Package. A “Processing...
52
Change Package Download
• Change Assistant downloads the package to the Change Assistant download
directory configured ...
53
Apply Change Package
54
CA Will Process Change Package Steps
55
Patchsets
• Additional fixes available on My Oracle Support (MOS) posted after the Image was
released
• Additional Chan...
56
Using PUM for Upgrades vs. Updates
• The chart below summarizes the use of the PUM for Upgrades versus Updates.
For an ...
57
Applying Payroll Tax Updates
• Payroll tax updates are now
downloaded and applied via the PUM
• Select the tax update(s...
58
Applying Payroll Tax Updates
• Change Assistant (CA) creates a modified
change package
• The modified change package be...
59
Oracle’s Virtual Machine VirtualBox Issues
• Oracle’s VM VirtualBox software for the
PeopleSoft Update Manager (PUM) is...
60
Quick Tips for Challenges Experienced Using PUM
Challenge 1
• During tax update, Change Assistant failed to download al...
61
PUM Technical Resource Requirements
• A single technical resource can complete all of the steps involved in installing,...
62
Customer Case Study – Application Inventory
• PS HCM 9.0 / PT 8.53.08 upgrade to PS HCM 9.2 / PT 8.53.11
• Applications...
63
Customer Server Environments
• Two AIX Database Servers
o 1 Production - Oracle 11g RDBMS
o 1 Development – Oracle 11g ...
64
Customer 9.2 Upgrade Timeline
Project Phase Timeline Deliverable
Project Planning 3/10 – 3/14 Tailored Project Plan w/ ...
65
Other Customer Upgrade Issues with the PUM
• Oracle’s VM VirtualBox software for the PeopleSoft Update Manager (PUM) is...
66
9.2 Upgrade Steps
67
Upgrade Lab: Compares and Scripts
(1) Not included in Upgrade Lab
68
Key Project Deliverables and PUM
• Load PUM and download Virtual 9.2 HCM Image (e.g. 9.2.xxx)
• Use as “demo” database
...
69
Project Management Used
• Weekly Status Conference Calls
• Daily Check-ins
• Republish Project MPP
• Project Health Che...
70
9.2 / 8.53 Upgrade MS Project Plan
71
PeopleSoft 9.2 HCM Upgrade Analysis
After 9.2 Upgrade FastTrack
• Review current vs. future state requirements
• Summar...
72
Upgrade Analysis Results
73
Change Assistant – PS Object Compares
74
Converted Raw Compare Data to WorkStrategy Tool
75
Lab/Onsite Script Timing
76
Streamlined Scripts
77
• Review peoplesoftinfo.com
• Review PUM Homepage
• Review PeopleBooks, YouTube videos
• Install and view the 9.2 demo ...
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Using the PeopleSoft HCM 9.2 PUM (PeopleSoft Update Manager) for Upgrades and Maintenance Updates - Customer Case Study

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WorkStrategy will share key HR strategies for leveraging new PeopleSoft 9.2 functionality and delivery model. Come hear tips for installing the new PeopleSoft 9.2 Image on VirtualBox. Oracle offers pre-built PeopleSoft 9.2 VirtualBox virtual machines that enable you to have ready-made application environments for upgrade, maintenance and demonstrations in minutes rather than days.
This presentation will also review best practices for deploying the PeopleSoft Update Manager (PUM) patching process. PUM is a flexible, streamlined patching process that enables you to identify, understand, and selectively apply maintenance updates according to your requirements and your schedule.
Objectives:
1. Understand how to leverage new 9.2 functional enhancements
2. Hear about best practices for installing the PeopleSoft Update Manager (PUM)
3. Review tips for upgrades and applying maintenance updates

Publié dans : Technologie
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Using the PeopleSoft HCM 9.2 PUM (PeopleSoft Update Manager) for Upgrades and Maintenance Updates - Customer Case Study

  1. 1. Copyright © 2015 WorkStrategy, Inc. All rights reserved. Using the PeopleSoft HCM 9.2 PUM for Upgrades and Maintenance Updates Brian McIntyre, President WorkStrategy, Inc.
  2. 2. 2 WorkStrategy Webinar Wednesdays Upcoming Webinars • April 01 PeopleSoft 9.2 Recruiting Solutions (TAM/CG) • April 08 PeopleSoft 9.2 Enterprise Learning Management (ELM) • April 29 Upgrading to PeopleSoft HCM 9.2 and PUM Overview Upcoming Conferences • Mar 25 Oracle HCM World (Wash D.C.) • April 12 Collaborate (Vegas) Booth #742 • June 8 OHUG Global Conference (Vegas) • July 21 PeopleSoft RECONNECT (Chicago, IL) • Oct 25 Oracle OpenWorld (San Fran, CA)
  3. 3. 3 WorkStrategy Profile • HR Technology Firm Based in Columbia, Maryland • Staff of HR Practitioners and Oracle / PeopleSoft HCM Specialists • Oracle Gold Level Implementation Partner • eComp Manager Desktop Co-Development Partner • PeopleSoft and Talent Management Specialists • Talent Profiles, ePerformance, eComp, Recruiting, and Succession • 9.2 Upgrade Planning and Lab Services • Oracle HCM Cloud (Fusion Talent/Comp, Taleo) • Integrated PeopleTools Bolt-ons
  4. 4. 4 New PeopleSoft Application Portal peoplesoftinfo.com
  5. 5. 5 New Cumulative Feature Overview (CFO)
  6. 6. 6 CFO Results with Related “Images”
  7. 7. 7 New 8.54 Fluid Mobile Transactions Major upcoming ESS/MSS Mobile applications include: • Employee Self Service: o Company Directory, Personal Details, Talent Profile, ePay, Payslips, Time Entry, Performance, Learning (ELM), eBenefits, Total Rewards • Manager Self Service: o Company Directory, Approvals, My Team, Team Time, Team Learning, Team Performance, Team Performance Status (Analytic), Open Jobs (Recruiting), Learning Compliance, Absence Analytics • Youtube Video of HCM Fluid UI o http://www.youtube.com/watch?v=ds5z_HJdj-I&feature=youtu.be
  8. 8. 8 Fluid Mobile ESS Applications (Tablet View) • Requires PeopleSoft HCM 9.2.09 and PeopleTools 8.54
  9. 9. 9 Fluid ESS – Benefit Summary
  10. 10. 10 Fluid ESS – Life Events
  11. 11. 11 Fluid ESS – Life Events Activity Guide
  12. 12. 12 Fluid Mobile ESS (Smartphone View)
  13. 13. 13 Fluid ESS – Benefits Summary
  14. 14. 14 Fluid ESS – Benefits Life Events
  15. 15. 15 Fluid ESS – Benefits Enrollment
  16. 16. 16 Fluid ESS – View Balances & Requests
  17. 17. 17 Fluid ESS – Personal Details
  18. 18. 18 Fluid ESS – Personal Details (Update Marital Status)
  19. 19. 19 Fluid ESS – ePerformance
  20. 20. 20 Fluid MSS – Team Performance (ePerformance)
  21. 21. 21 Fluid MSS – My Team
  22. 22. 22 Fluid MSS – Team Performance Status (Analytics)
  23. 23. 23 PUM Training Videos
  24. 24. 24 PeopleSoft Lifecycle Management
  25. 25. 25 PeopleSoft Update Manager (PUM) • Recently defined as PeopleSoft Selective Adoption approach • Oracle's new process for delivering PeopleSoft fixes, updates, and new features • Minimum release 9.2/8.53 • Consists of Oracle’s VM VirtualBox that runs on most major operating systems • The Virtual Machine is loaded with a PeopleSoft Image (file) that contains a complete PeopleSoft Demo database with all the latest fixes • PeopleSoft fixes (known as Maintenance Packs and bundles) can be searched for and “packaged” together, then applied to a Target database • PUM Images are used with Change Assistant for upgrading and applying maintenance updates
  26. 26. 26 New PS Update Manager (PUM) Homepage https://support.oracle.com/epmos/faces/DocumentDisplay?id=1641843.2
  27. 27. 27 PS HCM Update Image Patches & Updates
  28. 28. 28 Certified PUM Upgrade Image 009 (from < 9.2)
  29. 29. 29 Download the Upgrade Image (.zip files)
  30. 30. 30 PUM Image 9.2 Image 009 Fix/Features “Content List”
  31. 31. 31 PUM Setup Timeframe Guidelines Task Time Comment Download Virtual Machine Software 1 hour Download from https://www.virtualbox.org Download the PeopleSoft Image (PI) 4 – 5 hours Ten or more large GB files. Download from MOS PeopleSoft Images Home Page Create Single Image File from Downloaded PI Files 1 – 2 hours Final Image file approximately 35 – 40 GB Configure and Start PI 1 – 2 hours May need assistance from networking staff Estimate Total 2 days
  32. 32. 32 Start by Downloading Oracle’s VirtualBox
  33. 33. 33 Go to My Oracle Support (or PUM Home) and Select Image
  34. 34. 34 Review PUM Image Details
  35. 35. 35 Download Image
  36. 36. 36 Multiple Files (.ova) Are Downloaded
  37. 37. 37 Run ova_gen.bat Utility to Group .ova Files
  38. 38. 38 Upload the Image File to the VirtualBox Appliance • Click “Import” from the VirtualBox File Menu to Import the Image File
  39. 39. 39 Configuring CA Output and Staging Directories
  40. 40. 40 How Change Assistant and PUM Interact • Change Assistant (CA) setup for an Upgrade or Update includes setting up a connection to the PUM Image and the Source and Target databases • Once a Change Package is created by the user, CA downloads the package
  41. 41. 41 Change Package Wizard
  42. 42. 42 Change Package Wizard – Define Change Package
  43. 43. 43 Change Package Wizard – Select Updates
  44. 44. 44 Change Package Wizard – Select “Find” link
  45. 45. 45 Search for Maintenance Update (e.g. Tax Update) • Scroll down to the “Review Candidate Bugs” section and click the “Find” link. Enter “14-A” and click OK. The purpose here is to exclude all of the updates concerned with Tax Update 14-A. Repeat the “Find” process until no more 14-A tax update related bug numbers are found. (In PI images 1- 5 there are three related 14-A tax updates).
  46. 46. 46 PS PUM Change Package Wizard – Review Candidate Bugs
  47. 47. 47 PS PUM Change Package Wizard – Review Bugs
  48. 48. 48 PS PUM Change Package Wizard - Summary
  49. 49. 49 PS PUM Change Package Wizard – Review Change Packages
  50. 50. 50 From CA, Locate the Created Update Package
  51. 51. 51 Change Assistant Creates the Change Package • Click the Finish button. CA will create the Change Package. A “Processing…” dialogue box is displayed showing the progress of package creation. A zip file will be created in the CA download folder
  52. 52. 52 Change Package Download • Change Assistant downloads the package to the Change Assistant download directory configured earlier
  53. 53. 53 Apply Change Package
  54. 54. 54 CA Will Process Change Package Steps
  55. 55. 55 Patchsets • Additional fixes available on My Oracle Support (MOS) posted after the Image was released • Additional Change Assistant steps are provided to apply these to the PUM Image
  56. 56. 56 Using PUM for Upgrades vs. Updates • The chart below summarizes the use of the PUM for Upgrades versus Updates. For an Upgrade two PUM images are used, an Upgrade Image and a regular Update Image. Once the upgrade is complete additional fixes can be packaged and installed from the Update Image. Upgrade Update Comment Set up PUM as usual Set up PUM as usual Follow PUM Install/Config Documentation Use Update Image to Create Change Package of “Required for Install/Upgrade” Patches only Create Change Package of desired bug fixes or updates Use one of the search options in the PUM web application to find the desired patches Use Change Assistant to download and install the Change Package Use Change Assistant to download and install the Change Package Change Assistant installs the package Use Upgrade Image as the Source for initial database upgrade The Change Package itself becomes the Source for subsequent database updates Change Assistant is used to apply the upgrades/updates in either case
  57. 57. 57 Applying Payroll Tax Updates • Payroll tax updates are now downloaded and applied via the PUM • Select the tax update(s) (e.g. Tax Updates 14A through 14D) from the PUM image and create a change package • Change Assistant will install the package to the Target database (typically a Development Database) • Any reapplication of customizations or other needed fixes are reapplied to the original Tax Update project Posting Month PS 9.2 Image Tax Updates Included June, 2013 1 13-A August, 2013 2 13-B, 13-C, 13-D October, 2013 3 13-E December, 2013 4 13-F January, 2014 5 14-A March, 2014 6 14-B June, 2014 7 14-C August, 2014 8 14-D October, 2014 9 14-E * December, 2014 10 14-F * January, 2015 11 15-A
  58. 58. 58 Applying Payroll Tax Updates • Change Assistant (CA) creates a modified change package • The modified change package becomes the Source for subsequent application to other databases including the production database • In an upgrade, issue resolution fixes during testing are placed in project files and applied back into the Source database for the next upgrade. However, Tax Update fixes are added back into the original tax update project file and CA creates a modified change package. • The modified change package becomes the Source for the next upgrade. There is no Source database, the modified change package is the Source. 14-F10December, 2014 Document 1917096.2 14-E9October, 2014 Document 1913205.1 14-D8August, 2014 Document 1676641.1 14-C7June, 2014 Document 1623091.1 14-B6March, 2014 Document 1609474.1 14-A5January, 2014 14-F10December, 2014 Document 1917096.2 14-E9October, 2014 Document 1913205.1 14-D8August, 2014 Document 1676641.1 14-C7June, 2014 Document 1623091.1 14-B6March, 2014 Document 1609474.1 14-A5January, 2014
  59. 59. 59 Oracle’s Virtual Machine VirtualBox Issues • Oracle’s VM VirtualBox software for the PeopleSoft Update Manager (PUM) is not designed to work on other Virtual machines such as VMWare • Hardware Virtualization cannot be set in the VirtualBox when the host server is itself a Virtual Machine • It may be possible to work around the issue, but none of them are supported by Oracle • A physical server is needed for the PUM • The PUM server should have at least 8 GB of RAM. Provide at least 100 GB of disk space per PeopleSoft Image configured on the server
  60. 60. 60 Quick Tips for Challenges Experienced Using PUM Challenge 1 • During tax update, Change Assistant failed to download all of the files such as SQRs, COBOL, etc. • Resolution: Had to go back through the process of creating a tax update change package and downloading it again before getting it to work Challenge 2 • During tax update, Change Assistant applied a tax update project file to the Target database. Discovered later that Change Assistant did not copy all the objects in the project to the Target • Resolution: The solution was to apply the project manually (via Application Designer) to the Target database
  61. 61. 61 PUM Technical Resource Requirements • A single technical resource can complete all of the steps involved in installing, configuring and conducting the PUM updates • Other technical resources may be needed for configuring a physical server and any networking issues • The technical resource should be well versed in using Application Designer and Data Mover, as well as have good troubleshooting skill • The technical resource should allocate at least a week the first time setting up and using the PUM
  62. 62. 62 Customer Case Study – Application Inventory • PS HCM 9.0 / PT 8.53.08 upgrade to PS HCM 9.2 / PT 8.53.11 • Applications o Human Resources / Workforce Administration o Base Benefits / Ben Admin / eBenefits o Self Service ―ESS (eProfile) ―Manager (highly customized) o Time & Labor (highly customized) o NA Payroll o ePay o eDevelopment o Talent Acquisition Manager (TAM) (not in use) o Candidate Gateway (not in use)
  63. 63. 63 Customer Server Environments • Two AIX Database Servers o 1 Production - Oracle 11g RDBMS o 1 Development – Oracle 11g RDMS • Three MS Windows 2008 R2 PeopleSoft Application Servers (PT 8.53) o 1 Production o 1 Development o 1 Backup – not currently used • Six MS Windows 2008 R2 PeopleSoft Web Servers (PT 8.53) o 4 Production o 2 Development • Two MS Windows 2008 R2 PeopleSoft Batch Servers (PT 8.53) o 1 Production o 1 Development
  64. 64. 64 Customer 9.2 Upgrade Timeline Project Phase Timeline Deliverable Project Planning 3/10 – 3/14 Tailored Project Plan w/ Resources PeopleSoft 9.2 Delta and Upgrade Analysis 3/20 – 4/01 9.2 HCM Delta Delivery and Completed Upgrade Analysis Initial 9.2 Upgrade 4/07 – 6/18 Upgraded Database Acceptance Testing 6/16 – 7/16 Acceptance Test Completion Test Move to Production 7/14 – 7/18 2nd Upgraded Database Acceptance Testing 7/21 – 8/06 Acceptance Test Completion Test Move (For Timing Only) 8/04 – 8/08 3rd Upgraded Database Final Move to Production 8/30 – 9/01 Production Signoff
  65. 65. 65 Other Customer Upgrade Issues with the PUM • Oracle’s VM VirtualBox software for the PeopleSoft Update Manager (PUM) is not designed to work on other Virtual machines such as VMware • Customers had to procure a physical server for the VirtualBox software install • Took additional time (4 weeks) to procure and configure the server • Tax Update Process vs. Upgrade Process Using PUM o Similar, except no Source database for the Move to Production o Initial Custom Project is applied to Target database • A few Payroll Tax Update issues with PUM o All objects were not copied to the Target database
  66. 66. 66 9.2 Upgrade Steps
  67. 67. 67 Upgrade Lab: Compares and Scripts (1) Not included in Upgrade Lab
  68. 68. 68 Key Project Deliverables and PUM • Load PUM and download Virtual 9.2 HCM Image (e.g. 9.2.xxx) • Use as “demo” database • Upgrade Analysis o Delta Overview o Documentation of 9.2 functionality, decisions, and best practices • Upgrade Lab o Compare spreadsheets o Upgraded HCM 9.2 database o Current HCM 9.2 demo database o Customization analysis with disposition decision o 2 Test upgrade passes (clean up scripts, timings) • Customization Reapplication • Additional Upgrade Passes o Test Move to include remaining critical customizations o Another Pre-Final Move to capture timings only • WS on-site assistance during acceptance testing • WS on-site for the Final Move to Production weekend
  69. 69. 69 Project Management Used • Weekly Status Conference Calls • Daily Check-ins • Republish Project MPP • Project Health Checkups • Open Issues Log, Escalation • Electronic Versions of All Deliverables • Informal Communication • Weekly Reviews of Milestones Against Project Schedule • Risk and Readiness Assessments
  70. 70. 70 9.2 / 8.53 Upgrade MS Project Plan
  71. 71. 71 PeopleSoft 9.2 HCM Upgrade Analysis After 9.2 Upgrade FastTrack • Review current vs. future state requirements • Summary of PUA findings • Build project plan for 9.2 upgrade – plan and schedule Client Tasks (provide to WorkStrategy) • Wish list of desired 9.2 functionality • Demo 9.2 HCM database • List of known customizations • Dates for target environment readiness WorkStrategy Deliverables • Assessment of upgrade impact on existing functions, transactions, processes • Definition of new 9.2 functionality and process improvement • Review of Compare Report results (if available) • Analysis of implementation effort • Documentation of decisions, challenges, and recommendations Upgrade Steps Reapply Mods Testing Upgrade Analysis Move To Prod
  72. 72. 72 Upgrade Analysis Results
  73. 73. 73 Change Assistant – PS Object Compares
  74. 74. 74 Converted Raw Compare Data to WorkStrategy Tool
  75. 75. 75 Lab/Onsite Script Timing
  76. 76. 76 Streamlined Scripts
  77. 77. 77 • Review peoplesoftinfo.com • Review PUM Homepage • Review PeopleBooks, YouTube videos • Install and view the 9.2 demo image • Call WorkStrategy for 9.2 demos • Get WorkStrategy’s Project Plan Brian J McIntyre President brian.mcintyre@workstrategy.com 410.707.3760 cell Amber Drenner Marketing amber.drenner@workstrategy.com 410.715.1020 x112 Brian J McIntyre President brian.mcintyre@workstrategy.com 410.707.3760 cell Amber Drenner Marketing amber.drenner@workstrategy.com 410.715.1020 x112

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