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PeopleSoft Upgrades Best Practices

PeopleSoft Upgrades Best Practices. Tom Reznicek and Patrick Savage. Save the Date. APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada. QuestDirect.org/COLLABORATE.

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PeopleSoft Upgrades Best Practices

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  1. PeopleSoft Upgrades Best Practices Tom Reznicek and Patrick Savage

  2. Save the Date APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest

  3. Agenda • Introduction of Speakers and Emtec • Project Success • Project Shortcomings and Solutions • Open Discussion

  4. Emtec… ‘Big enough to do the work, small enough to care’ Emtec the Company Emtec Services at a Glance • Emtec has completed more than 1,100 Package Application engagements, including: • 200+ Oracle clients with more than 415 engagements • 206 EPM / Hyperion & OBIEE clients and 323 engagements • 186 Microsoft Dynamics and more than 255 projects • Emtec is a premier provider of SaaSand Emerging technologies consulting, including51 Salesforce Clients with more than 75 engagements, Including Sales Cloud, Service Cloud and Custom Cloud • Emtec has performed more than 6.3M hours of application development and maintenance work ranging from Business Analysis to Product Development • Emtec has served more than 565 Infrastructure services clients where we have: • Serving clients for over 46 years • 14 locations, including 8 development centers • Over 1,000 full-time professionals • Voted One of the Top 100 Places to Work by Cranes Chicago in 2012 • Our consultants have an average of 14 years of experience. Nearly 45% have advanced certifications

  5. Upgrade Projects • Distribution Company • Professional Services • Professional Association • Financial Exchange • Financial Services Company

  6. Project Successes

  7. On Time Within Budget • Kept a detailed project plan so people knew what was expected of them and when • Had regularly scheduled meetings to review plan, risks, and resolve issues • Kept upper management involved in project

  8. Final Move to Production on Time • Developed detailed task list for go-live weekend • Leveraged PeopleSoft Change Assistant • Had specific call-in times for progress reporting • Used production like hardware on the final test move to production to get accurate timing for the real move to production

  9. Latest User Data Security Migration • Developed method to migrate permission lists and roles separate from user data • Created diagrams and client deliverable to explain security migration plan

  10. Trained Two Client Resources • Resources had PeopleSoft Upgrade experience but did not execute test scripts • Allowed upgrade weekend tasks to be split between 3 people • Documented manual steps • Documented common issues and resolutions

  11. Reduced Data Conversion Time (72 hours to 42 minutes) • Identified slow processes by running Application Engine tracing and data conversion steps report • Tech leads tuned slow processes • Multiple test moves to production

  12. Move to Production Completed On-Time • Used job properties in Change Assistant to record time, file name, and issues • Let Change Assistant accept errors (i.e. duplicate keys) and clean after scripts run • Created go-live spreadsheet with pre and post steps • Bypassed some backups saving hours

  13. Knowledgeable Team • Technically strong and larger than previous upgrade teams • Two Emtec resources to go to with concerns • Knowledgeable Emtec PeopleSoft Upgrade Specialist • Cyber Source configured without additional Cyber Source specific consultants

  14. Prepared Microsoft SQL Server • Turned off database logging before scripts started • Monitored database file size • Added memory to database server • Set maximum memory usage on database to allow for other processes on server

  15. Updated/Validated User Guides • Guides consolidated multiple documents into one document per business area • Created process flow diagrams for requisition and PO entry • New testing documents for requisition and voucher approval, GL reports, and other processes • Created technical check printer setup document

  16. Minor Post Go-Live Issues • Extensive testing: • Leveraged existing test scripts by updating menu navigation and business process changes for version 9.1 • Last round of testing done on production hardware • End users involved in system and user acceptance testing • Testing “Cheat Sheets” were created for users

  17. Went Live On-Time & Within Budget • Managed issues with Excel worksheet, included owner and resolution • Assigned close action, which identified resolutions required for production and how to apply to production

  18. Functional Ch. 2 & 6 Steps Completed Quickly • Functional users completed Ch. 2 tasks to reduce the number of transactions processed • Wrote SQL statements to perform validation checks before conversion • Identified Ch. 2 & 6 steps that had to be performed for A in test moves to production

  19. Project Shortcomings and Solutions

  20. Test Scripts Not as Usable as Thought • Review test plans and scripts upfront in project • Existing data and business processes that were not fully documented • Review any work already done

  21. Canadian Payroll Customization Removed and Later Re-Added • Verify removal of customizations with the business

  22. Applied Large Maintenance Pack Taking Longer in Production • Keep more careful track of how much time it takes to apply large Maintenance Pack post-upgrade so more accurate estimate could be made

  23. Go-Live Move to Production Fell Behind in Day 2 • Escalate issues faster when processes run behind schedule • Document how performance issues will be investigated and have required tools ready • Do not apply new patches after last move to production • All hand-offs should be done by phone call and e-mail

  24. Longer Testing Than Estimated • Test check printing earlier for MICR and signature fonts • Test nVision reports earlier in process • Have Hyperion environment refreshed and ready for PeopleSoft testing • Test credit card transactions through to Cyborg • After initial install, test system while consultants on-site • Test on same operating system (64 bit) as production

  25. Open Billing and Payable Transactions in Database from 2001 • Identify open transactions early in upgrade process and clean up transactions before go-live • Run Ch. 2 tasks to identify open transactions to clean up

  26. Application Engine Jobs Run Manually Instead of Running Change Assistant • Install PeopleSoft Change Assistant on Windows Admin Server • Workstation version does not allow for automatic processing of application engine jobs

  27. Thank you for listening.Questions?

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