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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;