Configuration Management and Version Control in PeopleSoft

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					Configuration Management and
 Version Control in PeopleSoft




    Presented by Bob Diehl
    bdiehl@towson.edu
    June 13, 2003
Agenda

 Towson’s Current Architecture
 New Challenges
 First Steps
 The Process Overview
 Quest Stat
 Lessons Learned
 Discussion
Current Project
Environment


PeopleTools 8.19.04
Oracle 8.1.7.4
People Soft Applications
  Student Administration
    Admissions, Student Records and Financial Aid –
     Live
    Student Financials – 7/2
  Human Resources/Payroll – This weekend
Hardware Architecture -
Production
                                                                 psprodwebfarm
                                                                 (psprodweb1 -
                           psprodfs1                              psprodweb8)


     Core network




            BIG IP High                Catalyst
            Availability               Switches

                                                  psprodapp1
                                                  Sunfire V880




                                                  psprodapp2
                               psprodstat1
                                                  Sunfire V880
Hardware Architecture -
Development
                                                               psprodwebfarm
                                                                (psdevweb1 -
                                                                 psdevweb2)
                       psdevfs1

     Core network




                                                               psdevdb1
                                                               Enterprise
                                                                 420R




            BIG IP High            Catalyst
            Availability           Switches

                                               psdevapp1
                                              Enterprise 250




                                                psdevapp2
                              psdevstat1       Sunfire 280R
Initial Upgrade and Fix
Challenges

             Complexity
                Test and Production
                10 Plus
             Responsibility
                UMS Service Center
                Just us
             Managing Object Access During
              Development
             Impact on Planned Business
              Rules
New Challenges

           Towson Enhancements
             Delivered PeopleSoft Objects
             PeopleSoft Object
              Dependencies
           Update Windows
             24 x 7 Availability
             Telecommuting
           Timely Updates
           Impact on Production
First Steps

Identify Proposed Environment Model
  Database Instances
  Common Lines of Code (LOC)
Determine Migration Processes and
 Decision Points
  People Soft Upgrades and Fixes
  TU Development
Environmental Model -
Databases

                         SA8QA
            SA8UPG        Quality                  SA8SBX
            Upgrade/    Assurance/                 Sandbox
            Patches      Testing                    Current




           SA8DEV
          Development


                           SA8PRD      SA8RPT         SA8CNV
                          Production   Reporting     Conversion




       SA8DMO            SA8SBX
                                        SA8TRN       SA8CNVSA
                         Sandbox
                                        Training    Conversion SA
                          Future



            SA8SYS
Environmental Model –
Databases and LOCs
       Upgrade Line of Code     QA Line of Code                     Sandbox Line of Code
             (SA800)                                                Implementation Phase

                                   SA8QA
              SA8UPG                Quality                               SA8SBX
              Upgrade/            Assurance/                              Sandbox
              Patches              Testing                                 Current




     Development Line of Code
                                                  Production Line of Code


             SA8DEV
            Development


                                     SA8PRD             SA8RPT               SA8CNV
                                    Production          Reporting           Conversion


        Demo Line of Code



        SA8DMO                      SA8SBX
                                                         SA8TRN             SA8CNVSA
                                    Sandbox
                                                         Training          Conversion SA
                                     Future



              SA8SYS
The Process - What’s new this
week ?
 Incidents Posted:   The number in parenthesis indicates how many incidents have appeared this week under each of the products listed.
 (1)    8 - Campus Community
 (3)    7.6 - Human Resources
 (3)    8 - Human Resources
 (2)    7.6 - Pension Administration
 (1)    7.6 - Student Records
 (2)    7.6 - Time and Labor
 (1)    8 - Time and Labor


 8 - Campus Community
 Apply to Product:      Campus Community 8
 Platforms Impacted:    All
 Report Title:          SA 8.0 delta for HRMS 8 SP1: HR-e 2002 Bundle #2
 Report ID:             505959000
 Resolution Type:       Application
 Date Posted:           2002-06-06 10:04:20.0
 Required For:          N\A
 Supersedes:            None
 URL To Resolution ID: 103172
 http://www4.peoplesoft.com/cchomepage.nsf/mainloginnew?openagent&url=192.206.43.125/servlets/psportal/peoplesoft8/?url=
 The Process – Log it
                                                As of 10 June 2002



LOG CSR Posted                                                                                              Pre- / Co- / Post-            Down-
 #   #   Date         Report ID                       Title                          Product                  Requisites                 loaded   Prt'd
 1        9/5/01   R-HBENSO-2X96D   Learning Solutions 800 Bundle #01 -09/01: Campus Community                      None


 2   81   10/23/01 R-HBENSO-3279E   ES 800 Bundle #01 - 10/01:                  Academic Advising                   None                   Y       Y
                                                                                Admissions
                                                                                Student Records


 3   4    11/1/01 R-SWEST-4P3R2     SF 8.0 - Student Financials Bundle #1       Student Financials                  None                   Y       Y


 4   5    11/2/01 R-SWEST-K95BZ     FA 8.0 Regulatory Release 1 2002-2003       Financial Aid                       None                   Y       Y

 5   8    11/5/01 R-JTALBO-VP9WM    Update script for Financial Aid Regulatory Financial Aid         This APRD is a Corequisite for R-     Y       Y
                                    Release 1 02/03 for Release                                      SWEST-K95BZ FA 8.0 Regulatory
                                                                                                     Release 1 2002-2003




                              Date             Date                Date             Date               Date             Date               Date
                            Installed`       Installed           Installed        Installed          Installed        Installed          Installed
                             SA8UPG          SA 8DEV             SA 8DMO          SA 8SYS             SA 8QA          SA 8CNV            SA 8PRD
                              Done at          Done at             Done at          Done at            Done at          Done at
                               initial          initial             initial          initial            initial          initial
                            installation
                             11/20/01        installation
                                              11/20/01           installation
                                                                  11/20/01        installation
                                                                                   11/20/01          installation
                                                                                                      11/20/01        installation
                                                                                                                       11/20/01




                              1/7/02           1/16/02            1/15/02           1/16/02           1/15/02              1/16/02


                              1/18/02          1/24/02            1/24/02           1/24/02           1/24/02              1/24/02

                              2/21/02          2/21/02            2/21/02           2/21/02           2/21/02              2/21/02
The Process – Download/Import

                    Upgrade Line of Code     QA Line of Code                     Sandbox Line of Code
                          (SA800)                                                Implementation Phase

                                                SA8QA
                               SA8UPG            Quality                               SA8SBX
  PS Upgrade/   Step 1         Upgrade/        Assurance/                              Sandbox
   Patch/Fix                   Patches          Testing                                 Current




                 Development Line of Code
                                                               Production Line of Code


                              SA8DEV
                             Development


                                                  SA8PRD             SA8RPT               SA8CNV
                                                 Production          Reporting           Conversion


                         Demo Line of Code



                         SA8DMO                  SA8SBX
                                                                      SA8TRN             SA8CNVSA
                                                 Sandbox
                                                                      Training          Conversion SA
                                                  Future



                              SA8SYS
The Process – Impact on TU
Mods
                                                                      Production Line of Code

                            Upgrade Line of Code
                                  (SA800)



                                   SA8UPG               Step 2a.
                       Step 1      Upgrade/                                  SA8PRD
     PS Upgrade/                                      Comparison
                                   Patches                                   Production
      Patch/Fix                                     Production Mods




          Step 2b.
         Comparison
         Mods in Dev
                         Development Line of Code



                                  SA8DEV
                                 Development
The Process – Impact on TU
Mods
 Still needed ?
 Changes to functionality ?
 Step 2a - Mods in Production
    Incorporate into delivered objects
 Step 2b – Mods in Development
    Move PS U&F to QA for testing
    Move to Production
    Re-establish objects in Development
The Process – Move to QA


         Upgrade Line of Code
               (SA800)                    QA Line of Code


                                             SA8QA
               SA8UPG
                                Step 3.       Quality
               Upgrade/
                                Testing     Assurance/
               Patches
                                             Testing
The Process – Move to
Production
       Upgrade Line of Code
             (SA800)



              SA8UPG             Step 3a.
              Upgrade/           Move to
              Patches           Production




     Development Line of Code
                                               Production Line of Code


             SA8DEV
            Development


                                 SA8PRD                        SA8CNV
                                Production                    Conversion


        Demo Line of Code



        SA8DMO
                                             SA8TRN          SA8CNVSA
                                             Training       Conversion SA



              SA8SYS
The Process – Document Your
Progress
             DB Instance                    SA8UPG   SA8DMO   SA8SYS   SA8DEV
             Line of Code                   SA8DEV   SA800    SA800    SA8dev
        Pre-Application Upgrade


        Copy Project From File/Validate
        Compare/Report Project - SA8DEV
        Compare/Report Project - SA8PRD
        Build Objects
             Tables
             Views
        Load Stored Statements (DMS)


        Load App Table Data


        Post-App Upgrade Data Conversion


        Special Instructions


        Update Operator Security


        Create Base Swat Set
        Create Final Swat Set
        Migrate Final To DMO/Distribution
        Apply Application Upgrade to
        Remaining Instances / LOC's
        Run Compare/Report - UPG -->
        PRD to verify updates
Why Quest STAT ?

Object Coordination
Report Object History
Audit Trails
Automate Object Distribution
Application Designer Integration
TU Enhancements Workflow
STAT – CSR Console
STAT – Tracking an Upgrade
or Fix
STAT – Coordinating Object
STAT – Automated Object
Distribution
STAT – TU Enhancement
Workflow
Lessons Learned

 Model First
 Compare/Report
 Document Your Progress
 Stay on Top
 Familiarize with The Upgrade & Fix Website
 Look for a Tool
More Lessons Learned

 Model Again – Determine how to reapply
  mods
 Documentation
 Functional and Technical Specs
 Track PeopleSoft Object Dependencies
 Development Standards
Current Challenges

Impact Analysis
Testing
  Scripts
Timing
  Weekends
  Who
Reviewing Existing Documentation
Discussion