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Heather Davies – Project ManagerGraham Smith – Technical Lead
Oxfam FSCM 9.2
Upgrade Experiences
2/19
3/19
4/19
Who am I?
• Graham Smith
• PeopleSoft Technical Lead
• 18 years at Oxfam
• http://i-like-trains.blogspot.com
5/19
• PeopleSoft since 1999
• FSCM 9.2 (60+ countries 2,000+ users)
• HR 9.0 (1,200+ users)
• Microsoft Platform
• 10 functional/technical
PeopleSoft @ Oxfam
6/19
Agenda
•9.2 Upgrade Drivers
•The Plan
•Approach
•Recustomisation
•Lessons Learned
•Opportunities Created
7/19
9.2 Upgrade Drivers
• Application & Platform Support
• New 9.2 & 8.53 functionality
• Create platform for new opportunities
8/19
The Plan
Exposure to 9.2
Build Servers Test & Fix
Develop Training
Initial Pass Recustomise8.53 Beta
20142012 2013
MTP 1 - 6
Code
freeze
Go
Live
9/19
Approach
• Identify Key Business Contacts
– Get buy-in
– Make decisions
– Promote PeopleSoft
– Coordinate Testing
– Small group
• Demo new features
• Like for Like upgrade
10/19
What we learned
• Use PUM Images to learn 9.2 Apps
• PeopleSoft Release Notes & PeopleBooks
• PeopleTools 8.53
– PeopleSoft Selective Adoption
– Perform Initial Upgrade Pass
– WorkCentres
– Secure Enterprise Search
11/19
Technical Approach
• Learn – Exposure to Apps and Tools
• Initial Pass
• Analyse Customisations
• Re-apply all customisations and test
12/19
9.2 Recustomisation
and bug fixing
Development Process
Development
8.9
UAT
8.9
Development
9.2
Essential
8.9 development
Production
8.9
Demo
9.2
Upgrade
to 9.2
Initial Pass
MT
P
Freeze
development
Image
9.2.xPUM Updates
PUM Updates
Upgrade UAT
9.2
Test
13/19
Upgrade Weekend
• Shutdown 5pm Thursday & completed
transactions
• CA Upgrade Job (21 hours)
• Post Upgrade Database re-index & statistics
• Testing 10am – 5pm Saturday
14/19
Recustomisation
• Identify customised definitions
– Use data gathered from Performance Monitor
– Inspect meta data
– Review own documentation
15/19
Recustomisation
• Identify customised definitions
• Identify deprecated and new definitions
in 9.2
– Use the delivered Demo 8.9 to 9.2 compare
reports
– Tools only upgrade to copy of production
• Compare with latest Demo 9.2 Image
16/19
Recustomisation
• Identify customised definitions
• Identify deprecated definitions in 9.2
• Decide to
– Re-apply
– Drop
– Re-design/re-think
17/19
Recustomisation
• Identify customised definitions
• Identify deprecated definitions in 9.2
• Decide to
–Re-apply
–Drop
–Re-design/re-think
• Do customisations in defined order
– Means some testing can be done in parallel
18/19
Lessons Learned
• SES consumed more time than expected
– Performance issues
• PUM was hard work
• Froze on Image 005
– Should have kept a closer eye on new updates
• WorkCentre Issues
– Age = Maturity !
• Database upgrade
• Browser Issues
19/19
• SES Attachment Indexing (350,000 Files)
• SES Related Actions
• Emailing BACS remittances
• Requisition Workflow in PO
• Expanding use of WorkCentres
• Pivot grids for some Queries
• Activity Guides for some Project phases
Opportunities Created
20/19
http://i-like-trains.blogspot.com
Any questions ?
[email protected] (technical)
[email protected] (functional)
