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Prepared by:
Session ID:
PEOPLESOFT LIFECYCLE MANAGEMENT MADE EASY WITH PEOPLESOFT TEST FRAMEWORK
Joel ThilburgPartnerJOLT Advantage Group@JOLTAdv
PeopleSoft Test Framework
102240
JOEL THILBURG• Managing Partner, JOLT Advantage Group• Application Testing, and Performance
Support• 15+ years of functional expertise
implementing Oracle applications• PTF, OATS, HP, IBM, MS TFS, and UPK• Oracle Support, Quest, and Linked in
Communities
JAMES REAVES• Project Manager, JOLT Advantage Group
• Testing and Training Development Lead
• 20+ years testing, training and implementation support
• 10+ years supporting Oracle/PeopleSoft applications
• Oracle Support, Quest and Linked in Communities
INTRODUCTION
ABOUT JOLTApplication Testing, Training and User AdoptionOracle Gold PartnerPeopleSoft Project Team TrainingBusiness Process Re-Engineering Change ManagementApplication Testing Strategy and DevelopmentEnd User Training and Performance SupportCore PeopleSoft ExpertiseProven Methodology and ApproachMulti Industry Experience
We help organizations, who invest in technology, make sure their systems are working properly and their users are ready to do their jobs effectively on day one and beyond.
Agenda
• SELECTIVE ADOPTION
• WHY PTF?
• PTF DEMONSTRATION
• PTF OPTIMIZATION
• TEST MAINTENANCE
• New Features in 8.56
• Q&A
PEOPLESOFTUPDATEIMAGE
TOOLSUPDATES
REGULATORYANDTAXUPDATES
NEWFEATURES
PATCHESANDFIXES
PTFSAMPLETESTCASESANDLIBRARIES
SELECTIVE ADOPTIONSelective Adoption Process
CUSTOMERPERIODICALLYDOWNLOADSPEOPLESOFTIMAGEFROMMYORACLESUPPORT
01
MY ORACLE SUPPORT
CUSTOMERUSESPEOPLESOFTUPDATEMANAGERTOGENERATETAILOREDCHANGEPACKAGEDEFINITION
02 CUSTOMERUSESCHANGEASSISTANTTOAPPLYTAILOREDCHANGEPACKAGE
03 CUSTOMERAPPLIESCUSTOMIZATIONONCETOTAILOREDCHANGEPACKAGE
04
PEOPLESOFTIMAGE
CUSTOMER-TAILOREDCHANGEPACKAGE
CHANGEASSISTANT
CUSTOMER’SPEOPLESOFT
ENVIRONMENTS
Development
Test
Production
SELECTIVE ADOPTIONLifecycle Management with PUM
ManualProcessing
Excel
InconsistentTestData
LaborIntensive
DataNotReusable
SELECTIVE ADOPTIONCommon Issues with PeopleSoft Testing
!
PTF
HIGHERLEVELOFQUALITY
BUSINESSDRIVENCHANGE
TESTMOREOFTEN
FASTERDEPLOYMENTS
!
SELECTIVE ADOPTIONImpact of Selective Adoption
PROACTIVEAPPROACH
RECORDANDPLAYBACK
YOUOWNIT
INTEGRATEDWITHPEOPLETOOLS
EASYTOMAINTAIN
PTF
WHY PTFWhy Use PTF?
CUSTOMERCOPIESPROJECTSTOFILE
CUSTOMERCREATESPROJECTSTHATCONTAINDEFINITIONSFORTHEIRCUSTOMIZATIONSAND
TESTS
CUSTOMERUSESCHANGEASSISTANTTOUPLOADANDSTOREPROJECT
DEFINITIONSINTHEPUMSOURCE
"
IMPACTANALYSIS• TESTCASES• SYSTEMUSAGE• CHANGESOR
OBJECTS
TESTIMPACTISBASEDON
COMPONENTSFROMPTFTESTS
#
CreateProjects
Target
CHANGEASSISTANT
UploadCustomerData
CopyProjectstoFile- ManagedObjectsCustomizations- PTFTests- ComponentsIdentifiedasImpactedbyTesting
AddProjects
Import
PUMSource
CustomizationRepository
TestRepository
ProjectDefinitionsOnly- NodefinitiontypesarecopiedtothePUMSource
#
WHY PTFPTF and PUM Integration
1 INSTALL&CONFIGURE• Simple
InstructionsinPeopleBooks
• OracleUPKPre-builtContentonPTF
2 RECORDANDOPTIMIZE• CreateTests
• RecordTestCases
• AutomateTestCaseswithShellTests
• OptimizeTests
3 EXECUTEANDANALYZE• ExecuteTests
• ManageLogswithLogManager
• LogViewer
4 MAINTAIN• TestMaintenance
Report
• TestCoverageReport
• UpgradeTestswithPTUpgradetool
• TestCompareandMatrixreports
$ $ $
WHY PTFPTF Lifecycle
• DatabaseConnectionandSecureHTTPSConnectionthroughIntegrationBrokerWebServices
• PTFClientInstanceonaMicrosoftWindowsworkstationwith.NETframework• IE11RequiredforRecording• 64BitOperatingSystem• InternetAccesstoPeopleSoft
PTF CLIENT
BROWSER
HTTP
HTTPJOLT SQL
INTERGRATION BROKER
PIA
PTF DEVELOPMENT ENVIRONMENT
WEBSERVER
APPLICATIONSERVER
PEOPLESOFTAPPLICATION DATABASE
WHY PTFRequirements
• PTFLIBRARY• RECORDING• TESTEXECUTION• ANALYSIS• OPTIMIZATION• MAINTENANCE
PTF DEMOLive Demonstration
ShellTests• Usedtocalllibrarytests,datamoverscripts(datamover.exe),runqueries(Query.exec)LibraryTests• Repeatablestepscanbeisolatedandmovedtoalibrarytestandcalledoutwithinanother
test.Variables• StoreavalueforavariablefromateststepandmanagePersistentVariablesacrossalltests.ConditionalLogic• UseConditionalLogicstepssuchasIf_Then,ElseandEnd_If,Do,For,While,Exit_Loop and
End_LoopScrollHandling• PTFreferencesafieldonascrollbythefieldnameandtherownumberApplicationMessageHandling• PTFwillrespondtomessages,suchaswarningorerrormessagesReservedWords• UsePTFReservedwords(#TODAYfordataentrytoreducemaintenanceandkeepingtests
fluid
PTF OptimizationOptimization Examples
EnhancementtoPerformanceMonitorCapturespatternofusagefortestcoverageanalysisEveryobjecttouched- (Page,Menu,Field,Component,Record,PeopleCode,AppEnginePrograms)
Test MaintenanceUsage Monitor
TESTMAINTENANCEREPORT- ComparesPeopleToolscomparereportdatawithPTFtestmetadatatoidentifychangestomenus,components,pages,recordsandfieldsthatmayimpactthePTFtests.
TESTCOVERAGEREPORT- ComparesPeopleToolsprojectdatawithPTFtestmetadatatoidentifychangestomenus,components,pages,recordsandfieldsthatarereferencedinPTFtests
!
TESTDETAILSREPORT- ContainsdetailsforaPTFtestanditsassociatedtestcases,includingcommentsinrichtextformatwithimages
TESTCOMPAREREPORT- ShowsthedifferenceofeverystepbetweenoldtestandnewtestafteratestismovedtoaPeopleSoftDatabase
Test MaintenanceTest Report Management
TESTMATRIXREPORT- Enablesyoutoviewthetoplevelparentandchildtestsfortheteststhatyouspecify.YoucansearchfortestsbyNameorDescriptionandfilterbyProject.
QueryPTFReportTables- YoucananalyzewithQuery,PivotGridoranyBITooltoproduceyourownmaintenanceandcoveragereports:
!
MassUpdateTool- UsetheMassUpdatetoolsearchandretrieveimpactedtestsandapplyupdatestostepsfrommultipletests.
PTFReportTables
PSPTTSTMAINTRPT TestMaintenanceReportdatatable
PSPTTSTCOVGRPT TestCoverageReportdatatable
Test MaintenanceTest Report Management
TestData“TestCase”
PSPTTSTCASE Headertable fortestcases
PSPTTSTCASEVAL Thedetaildataforeachtestcase– datavaluesforeachcommand/step
TestLogPSPTTSTLOG_LIST The headertableforthelogsoftestcaseruns.PSPTTSTLOG_LNS Thedetailresults ofeachstepofatestcaserunPSPTTSTLOG_IMG StoresimagecapturesofeachpagewhentheteststepisloggedasfailingPSPTTSTLOG_OPTS Stores theoptionsusedtorunatestsuchasURLandUserID.PSPTTSTLOG_XTRA Storesinformationabouttheenvironmentthatwasusedtorunaspecifictest
PTFReportTables
PSPTTSTMAINTRPT TestMaintenanceReportdatatable
PSPTTSTCOVGRPT TestCoverageReportdatatable
Test MaintenancePTF Tables
PTF ENHANCEMENTSPeopleTools 8.56
SUPPORT FOR TESTING WITH CHARTSRecord test scripts and validate chart results.
PTF ENHANCEMENTSPeopleTools 8.56
QUERY BASED TESTING• Use test data from query results•Test multiple data sets with a single test
CREATEATESTAUTOMATIONSTRATEGYAutomatetestingtoapplyupdatesfasterTakeadvantageofdeliveredintegrationandoptimizationTreatyourinitialautomatedtestingsolutionasanimplementationOracledeliveredPTFtestexamples
TESTPLANANDDEVELOPMENTSTANDARDSEstablishacentralizedtestinstanceTestingshouldmustbeconsistent,accurate,efficientandauditableLibraryorganization,namingconventions,recordingandtestdevelopmentstandards
TESTOPTIMIZATIONANDMAINTENANCEPeopleSoftappsaredynamicandresponsive- BuildrepeatableauditabletestsUseintegratedtestoptimizationfeaturesandreportingtoreducemaintenanceUsethedeliveredexport/importfeaturetorapidlycreatenewtests
!
PeopleSoft Lifecycle ManagementTesting Best Practices
• EasyRecordandPlayback• SavesTimeandMoney• IntegratedwithPeopleTools• EasyMigrationbetweenEnvironments• TestMaintenanceandReports• EfficientAutomation
PEOPLESOFT TEST
FRAMEWORK
PeopleSoft Test FrameworkPeopleSoft Lifecycle Management Made Easy with PTF
CONTACT US
Our team will work with you through the enterprise implementation journey. We use a comprehensive approach of gathering information and applying a proven methodology to produce the right testing, training and end user adoption solution for your organization.
facebook.com/JOLTAdvantageGroup%
linkedin.com/company/2741918&
twitter.com/joltadv'www.joltadvantage.com(
(855) 238.5658)
Visit JOLTAdvantage.com/PTFResources.htmlto receive a PTF resource guide
Reconnect2017- BoothTBD