PeopleSoft Upgrades

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]

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;

Wednesday, June 6, 2007

Compare Process

The Application designer upgrade tools are designed to streamline the process of merging system objects, such as records, pages and PeopleCode from one PeopleSoft Database to another. Once you install PeopleSoft for the first time, you customize it for your business requirements by changing the Pages, Records, Menus etc. Since PeopleSoft also delivers new applications with changes, these changes may be distinct from the changes you have made or they could overlap in some area. For this, when you perform an upgrade, you have to decide whether to keep the modification you have made or accept the modification made by PeopleSoft. This is done by Compare Process, where you compare the application between 2 databases, the Source and the Target.

The Source Database is the source of new changes (usually New Release)
The Target is the database to which you are moving these changes (Copy of Production or Production Database)

There are 3 steps during the compare process which would need to decide which components you want from the source and then merge them into your target database. The 3 core steps of the compare process that utilize the Application Designer Upgrade tools consist of the following procedures:

Compare Compares the objects between the Source and the Target databases and produces a PeopleSoft Project that identifies objects with differences the 2 databases.

Report Produces reports that detail the differences between the objects in the project Copy Merge the source database and target database using the entries identified during the compare process that have been marked for updates.

The PeopleSoft system uses several system tables PSRELEASE and the various definition tables, to record modified data time and which operator modified the object. This PSRELEASE table contains rows of data for every release level at which the database has ever existed. It has 2 columns, RELEASEDTTM and RELEASELABEL. The first column RELEASEDTTM contains a date time stamp identifying when each release level was stamped. RELEASELABEL identifies the release level. When comparing 2 databases, you can compare on date or on release level. Both methods use data and time to determine the object status. Each PeopleTools Object type record for example, for object type of Records, there is a PeopleTool table called PSRECDEFN, this would include 2 columns like LASTUPDORPID and LASTUPDDTTM which would tell us who the last updated Oprid is and Last updated date time.

There are various Object Status like:

Unknown The default status of all non-comparable objects
Absent Found in other DB and not in this one.
Changed The LASTUPDOPRID value is “PPLSOFT” and its LASTUPDDTTM value is greater than datetime stamp of the Comparison Release database, which indicate the new release has the modified objects
Unchanged The LASTUPDOPRID value is “PPLSOFT” and its LASTUPDDTTM value is less than or equal to the datetime stamp of the Comparison Release database, which indicate the PeopleSoft last modified the object prior to the
Comparison release.
Changed* The LASTUPDOPRID value is not “PPLSOFT” and its LASTUPDDTTM value is greater than datetime stamp of the Comparison Release database, which indicate the you modified the object since the Comparison release.
Unchanged* The LASTUPDOPRID value is not “PPLSOFT” and its LASTUPDDTTM value is less than or equal to the datetime stamp of the Comparison Release database, which indicate that you modified the object prior to the Comparison release.
Same The object has been compared and is defined the same in both the databases.

Once the compare process is done, it assigns default actions for each object depending on what needs to be done to make the Target database consistent with source. The action types include:

Copy - the Object will be copied to the target database
Delete - the Object will be deleted from the target database
CopyProp - For Record Definitions Properties, choose to copy the
record properties without copying Record Fields.
None - Appears if the objects are identical in the source and target database.