Overview of PeopleSoft Upgrade

and
On-site Vs. Off-site upgrades
By
Chakravarthi V
 Why Upgrade is needed?

 Utilize new and enhanced functionality delivered in the latest

release (i.e. Enhanced UI, WorkCenter, SES, Person Model, Profile
Mgr, Smart Hire, TAM/CG, ePerformance, Pivot Grids, Update
Manager)
 Reduce customizations
 Improved UI and Usability
 Take advantage of Technology stack improvements
 Technical Improvements (Oracle Database) No limit on # of LOBs on
a table – a record can now have more than one LONG
 LOBs can be used in the INSERT/SELECT type SQL
 String Search is possible against a LOB data type
 Be “Fusion” Ready
Upgrade Steps

 Prepare for Upgrade

 First Pass (initial development pass)
 Fit/Gap and Second (development) Pass
 Remediation and Functional Activities
 Third Pass (test move)/Testing
 Prepare for “Move to Client”
 Test Move to Client
 Production Move (to Client)
PeopleSoft Upgrade

 Upgrade Types
 Upgrade Approach
 Process Overview
Upgrade Types
There are two types of Upgrade:
1. Application Upgrade
2. Tools Only Upgrade
Upgrade Approaches (pros and corns)
Approach Type
Technical Upgrade (with minimal
analysis) – Retain majority of
Customization
Functional Upgrade (with in depth
analysis) – De-customize and move more 
towards delivered functionality
Re-implement
Advantages
 Quicker to implement
 Requires minimal re-training
 Technology platform is updated
 Reduce level of customization
Easier to upgrade to future
release
 New and enhanced functionality
used
 Technology platform is updated
 Move more to PeopleSoft
delivered (vanilla)
 Eliminate poor design by taking
a new approach
 Adopt best practices in new 9.x
with BPR
 Easier to upgrade to future
releases
 New and enhanced functionality
used
Disadvantages
 New delivered functionality is not
leveraged
 Impacts future upgradability
 Increased maintenance on
customization
 Requires more time and
resources
 Requires detailed fit/gap analysis
 Requires more training on new 9.x
functionality
 Requires more time and
resources to implement
 Requires more time to design and
configure (fit/gap)
 May require new customization
(CRs) to be developed for new 9.x
 Requires more training on new 9.x
functionality
Upgrade Process Overview
Technical Steps in Upgrade
Tools used for Upgrade

• Change Assistant
• Upgrade Resource Report
• Cumulative Feature Overview (CFO)
• Setup Manager
• Change Impact Analyzer
• Visual Compare/Merge
• Browser-based Compare Reports
• External Object Compare
• UPK
• PeopleSoft Test Framework
• Performance Monitor
• Usage Monitor
• Update Manager (New with 9.2)
On-Site Upgrade (Pros and Corns)
 Direct interaction with the client
 Centralized or static model
 The client has to bear the travel expenses, living expenses (if applicable) of the
Upgrade Team
 Time consuming: If the client has to invite Upgrade Specialists its own site i.e.
to On-Site, it will take much longer time for PeopleSoft upgrades
 Post Upgrade support is highly expensive
 Security depends upon the client security policy
 The Upgrade team always be in stress or pressure because of direct client
interaction (i.e. sometimes client forces to follow their own strategy or
methodology)
 Client team and the Upgrade Specialists can work simultaneously on the
PeopleSoft Upgrade
 As the Upgrade Specialists work in On-Site, access related problems can be
resolved instantly
 VPN, Citrix and Remote Desktop connectivity is not required
Off-Site Upgrade (Pros and Corns)
 No direct interaction with the client
 Decentralized or wide open model as the Upgrade Specialists connect remotely
 No need for the client to bear the travel expenses, living expenses (if
applicable) of the Upgrade Team
 Speed Process: If Upgrade Specialists has to work remotely, it will speed up the
PeopleSoft upgrades as there is no need for the Upgrade Specialists to travel
and settle down in Client place
 Post Upgrade support is not that expensive compared with On-Site Upgrade
 Security depends upon the client security policy and data is fully secured in Off-
Site Upgrades
 Less Stress will be there on Upgrade Specialists because they work remotely
 It is not possible for Client team and the Upgrade Specialists to work
simultaneously on the PeopleSoft Upgrade
 As the Upgrade Specialists work in Off-Site, access related problems can not be
resolved instantly
 VPN, Citrix and Remote Desktop connectivity are required
PeopleSoft Tables get updated during Upgrade
All PeopleTools tables will be updated to the new version or release number after
successful Upgrade.
Some of the PeopleTools tables:
PSRELEASE PSDBFIELD PSSTATUS
PSOPTIONS PSDDLDEFPARMS PSLOCK
PSCHNLDEFN PSGATEWAY PSPRUHDEFN
PSEVENTDEFN PSIDXDDLPARM PSQRYDEFN
PSFLDFIELDDEFN PSRECDEFN PSROLEDEFN
PSFILEREDEFN PSPACKAGEDEFN PSSQLDEFN
PSINDEXDEFN PSPNLGRPDEFN PSSQLTEXTDEFN
PSIODEFN PSPRDMDEFN PSSTEPDEFN
PSKEYDEFN PSPROJECTDEFN PSSTYLEDEFN
PSMPDEFN PSPRSMDEFN PSSTYLSHEETDEFN
PSMSGAGTDEFN PSPRUFDEFN PSSUBDEFN
PSMSGCATDEFN PSCLASSDEFN PSTOOLBARDEFN
PSMSGDEFN PSAUDIT PSTREEDEFN
PSURLDEFN PSOPTIONS PSVERSION