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Thursday, November 8, 2012

New UPGCUST PeopleSoft Upgrade Compare Process - Part 1

How Does the New UPGCUST Compare works during PeopleSoft Application Upgrades.
If you have previously worked on PeopleSoft Application Upgrades for older version below 8.8, you would have done database compares between the source and demo;
The source being the newly released demo and the target being copy of prod; The Compare process creates the UPGCUST project in the source database that would give you the list of changes between the both databases; you select what changes you want to keep and what not to take during this compare process. The below screen shot provides the process of older version of upgrade compares:

However, if you are working on upgrade to 9.1 or the upcoming 9.2 release, you would have to go through a roundabout compare process;
This could be confusing when you first go through the document; What Oracle indicates with the old method is - to remove the full database compare between the new release and the copy of production database AFTER the tools upgrades and also to reduce the time that it takes during the comparison process. Also, the idea is to expedite the reloading of customizations, i.e. a chance to test their customizations on the new Demo before proceeding.
Now let’s go through the New Compare Process in PeopleSoft Application Upgrades. Below are the steps explained with the new compare process :
Identify Customizations:
•Rename Records and Fields
•Run on Copy of Production and Old Release Demo
•Full database compare between Copy of Production and old release Demo database
•Resultant project contains customized objects
•Project has to be named UPGCUST.
(Here you run a Filter script PUUPX99.DMS, This step removes all objects from the UPGCUST project that are not marked *Changed or *Unchanged in your Copy of Production environment. This step is used to isolate only custom objects in the UPGCUST project.)

Tools Upgrade:
•Upgrade Copy of Production database to new Tools release

Compare/Copy Customizations:
•Compare custom projects in COP to new release Demo database
•Analyze upgrade status for custom objects
•Apply customizations to new Demo database
•Copy custom objects to new Demo preserve them

What You need here is to flag the upgrade check box(i.e. check them to be copied) any customizations that you want to keep. If you do not flag them the customizations will not be carried over, i.e. if you had customized a delivered object in older version and if you do not select the upgrade check box, it will NOT be carried over and then you would have to re-apply at the end of the upgrade.
Copy New Release Objects:
•Migrate object definitions plus customizations from the new Demo to the COP.

So the above step would involve:
PT_RELEASE_EXPORT.DMS script which exports all the PeopleTools tables info (that has the new release objects and your customizations) from the Source system i.e. the New Release.
 PT_RELEASE_IMPORT.DMS script which imports the new release objects and your customizations into your Copy of Production database.

In Nutshell, the whole thing explained in one screen shot:

What I would like to do is, take some example of objects and run through the traditional upgrade scenario and then through the delivered process and see how it looks from compare process. This will be in Part – 2;

Friday, February 18, 2011

PeopleSoft Upgrade to 9.1 - Part 2

One of the main task that you as a Team member of PeopleSoft Upgrade, need to be familirized with the new features of New Release.

I would suggest you to take a look at this tool:

PeopleSoft's New Interactive Cumulative Feature Overview Tool for Upgrades:

This tool offers a simple way to determine the features developed between PeopleSoft releases to assist in your upgrade implementations.

So go jump on to this links for Upgrades:

FMS, ESA, and ALM Cumulative Feature Overview Tool [ID 793151.1]

PeopleTools Cumulative Feature Overview Tool [ID 793143.1]

HCM Cumulative Feature Overview Tool [ID 793135.1]

SCM and SRM Cumulative Feature Overview Tool [ID 793155.1]

EPM Cumulative Feature Overview Tool [ID 793148.1]

Portal Solutions Cumulative Feature Overview Tool [ID 793160.1]

CRM Cumulative Feature Overview Tool [ID 793147.1]

The new tool helps you plan your upgrades by providing concise descriptions of new and enhanced solutions and functionality that have become available between your starting and target releases.

Also, along with above tool set, use the Release Notes to get more information about each New Feature..This should help you get the notes or topics for Fit-Gap Analysis just for Upgrade.
PeopleSoft Enterprise Human Capital Management 9.1 Release Notes
PeopleSoft Enterprise HCM 9.0 Release Notes
PeopleSoft Enterprise FSCM 9.1 Maintenance Pack #1 Release Notes
PeopleSoft Enterprise Customer Relationship Management 9.1 Release Notes
Release Notes for PeopleSoft Enterprise FMS, SCM, and ESA 9
PeopleSoft Enterprise Campus Solutions 9.0 Release Notes
PeopleSoft Enterprise Portal Solutions 9.1 Release Notes
PeopleSoft Enterprise Performance Management 9.1 Release Notes
PeopleSoft Enterprise 9 Customer Relationship Management Release Notes
PeopleSoft Enterprise Learning Management 9.1 Release Notes
PeopleSoft Enterprise Performance Management 9.0 Release Notes
PeopleSoft Enterprise Learning Management 9.0 Release Notes

Also, you check the Free PeopleSoft PeopleBooks from the below Links:

Use the links in the following table to view the PeopleBooks and PeopleBook Update List for each Oracle PeopleSoft product line:

Customer Relationship Management (CRM) Enterprise Learning Management (ELM)
Customer Relationship Management Release 9.0 (CRM)
Customer Relationship Management Release 9.1 (CRM)
Enterprise Learning Management Release 9.0 (ELM)

Enterprise Learning Management Release 9.1 (ELM)
Enterprise Performance Management (EPM) Financials Supply Chain Management (FSCM)
Enterprise Performance Management Release 9.0 (EPM)

Enterprise Performance Management Release 9.1 (EPM)
Financials Supply Chain Management Release 9.0 (FSCM)

Financials Supply Chain Management Release 9.1 (FSCM)
Human Capital Management (HCM) Portal Solutions (PS)
Human Resources Management System Release 9.0 (HRMS)

Human Resources Management System Release 9.1 (HRMS)

Human Resources Management System Release 9.1 Feature Pack - December 2010 (HRMS)
Portal Solutions Release 9.0 (PS)

Portal Solutions Release 9.1 (PS)
PeopleTools (PT) Campus Solutions (CS)
PeopleTools Release 8.49 (PT)

PeopleTools Release 8.50 (PT)

PeopleTools Release 8.51 (PT)
Campus Solutions Release 9.0 (CS)

Tuesday, December 21, 2010

PeopleSoft Upgrade to 9.1 - Part 1

Are you planning to Upgrade to PeopleSoft 9.1 from your current version? if you are the person who is heading or managing the PeopleSoft Space and you have not been involved in any of the PeopleSoft Upgrades previously and looking for Information where to start from? I believe you may have many questions about PeopleSoft Upgrade like how much time it would take, how much it would cost , what resources are needed etc etc. Well, before you start with your upgrade project , you would to work the following items:

Upgrades to PeopleSoft Enterprise software requires planning, resources, development, testing, and training. Since the first step involves planning, and if you are never been in an upgrade project or know little about upgrades, planning would requires complete knowledge about PeopleSoft Upgrade. If you are in such situation, this series of Upgrade Posts should help you to get started and prepare for the project:

You need to visit the Oracle Support Site for certain document ID to learn about the new release . Oracle calls such Document IDs as Upgrade Home Page.
For Example, if you are planning to do HRMS 8.9 to 9.1 Upgrade, you should be visiting a document id that says as PeopleSoft HRMS 8.9 to 9.1 Upgrade Home Page; In here, you would get information about Certified Upgrade Path, Upgrade Documentation , Demo to Demo Compare Results , Upgrade Templates and more importantly information about "Updates and Fixes Required at Upgrade".

PeopleSoft Enterprise HRMS 8.8x to 9.1 Upgrade Home Page

PeopleSoft Enterprise HRMS 8.9 to 9.1 Upgrade Home Page

PeopleSoft Enterprise HRMS 9.0 to 9.1 Upgrade Home Page

PeopleSoft Enterprise Financials/Supply Chain Management 9.0 to 9.1 Upgrade Home Page

PeopleSoft Enterprise Financials/Supply Chain Management 8.9 to 9.1 Upgrade Home Page

PeopleSoft Enterprise Portal Solutions 8.9 to 9.1 Upgrade Home Page

PeopleSoft Enterprise Portal Solutions 9.0 to 9.1 Upgrade Home Page

PeopleSoft Enterprise CRM 8.9 to 9.1 Upgrade Home Page

PeopleSoft Enterprise CRM 9.0 to 9.1 Upgrade Home Page

PeopleSoft Enterprise Portal Solutions 8.9 to 9.1 Upgrade Home Page

PeopleSoft Enterprise Portal Solutions 9.0 to 9.1 Upgrade Home Page

Enterprise PeopleTools 8.50 Hardware and Software Requirements

PeopleSoft Enterprise HRMS 9.1 Hardware and Software Requirements

The Main task of visiting Upgrade Home Page is to collect information and download the documents; Also, you would download the release notes of Application version and as well as Peopletools version. if you are jumping several releases inbetween , make sure you download each release notes. for example, if you are upgrading from 8.9to 9.1, you must download 9.0 and 9.1 release notes; at the technologic level , your new PeopleTools release notes should suffice, but may also require other downloads as well;

If you are planning to upgrade that involves 2 step or double upgrades where there is no supported path, for example, let's say your current release is 8.3; and you are planning to go to 9.1, then your upgrade would involve 2 steps or double upgrades. You typically follow upgrade paths, first you would go for 8.3 to 8.9 and then from 8.9 to 9.1; In this case, you will need to visit 2 upgrade home pages , one for 8.9 and them for 9.1 and also download the release notes;

Another question , you may have it for yourself, is that : Who should be involved in the upgrade process? Do you have the bandwidth in your current team to get it done? or Is it wise to provide the upgrade project entirely to a third party vendor who has done 9.1 upgrades in the past or to Oracle Ugprade lab? or should be that be mix i.e , part of the current team members and some indivial PeopleSoft Upgrade Consultants who are called Upgrade Specialists.. Whichever method you opt for, would need to take care of your budget, training to users and smooth upgrade cut over and suppport;