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					Change Management and Version
Control for PeopleSoft: Stat® ACM




Tim Steward, Senior Systems Consultant
            Visualizing a Typical
      PeopleSoft Development Lifestyle
                                                     DB
 DB                       DB
                                                                 Windows
         Windows                        Windows
                                                                 Unix
         Unix                           Unix




Development             Testing                     Production



PeopleSoft Development Lifestyle


       90% Proprietary Database Objects
       (Record, Page, Index, PeopleCode, Activity, Component, etc)



       10% Files (SQR, COBOL, SQC, Crystal, Scripts, etc)
       On Both Unix & Windows Servers
 Most Version Control Tools Only Version Files
            Which Are Only 10% of the Object Types
 No                              No                        No
                                                                        Windows
                Windows                        Windows
                                                                        Unix
                Unix                           Unix

  DB                             DB                        DB
 Objects                        Objects                   Objects
   Development                 Testing                     Production


 PeopleSoft Development Lifestyle

                     PVCS, SourceSafe, Harvest, etc.,
10%        version & manage flat files, however, they only offer a
                             partial solution


              Files (SQR, COBOL, SQC, Crystal, Scripts, etc)
              On Both Unix & Windows Servers
Only Stat Versions & Migrates Both PeopleSoft
         Objects & Flat Files Natively
                                                       DB
  DB                        DB
                                                                   Windows
           Windows                        Windows
                                                                   Unix
           Unix                           Unix




  Development             Testing                     Production



 PeopleSoft Development Lifestyle


         90% Proprietary Database Objects
         (Record, Page, Index, PeopleCode, Activity, Component, etc)



         10% Files (SQR, COBOL, SQC, Crystal, Scripts, etc)
         On Both Unix & Windows Servers

        100% = Full Object Support
Change Management without Quest              Native
                                             App Tools

PeopleSoft    Change Management              File-based
                                             Version
Environment   Needs                          Control
              Version control                Custom
                  PeopleSoft Objects         Database
                  Flat Files
              Change Control
                  Patching                   Documents
                  Object/File Locking
                  Migration Management       Spreadsheets
                  Impact Analysis
                  Audit Trails
                  Documentation
                                             Project Plans
              Project Management
                  Enforced Workflow
                  Project Management         Email
                  Task assignment,
                  Tracking, Time Reporting
                                             Paper Forms
Change Management without Quest              Native
                                             App Tools

PeopleSoft    Change Management              File-based
                                             Version
Environment   Needs                          Control
              Version control                Custom
                  PeopleSoft Objects         Database
                  Flat Files
              Change Control
                  Patching                   Documents
                  Object/File Locking
                  Migration Management       Spreadsheets
                  Impact Analysis
                  Audit Trails
                  Documentation
                                             Project Plans
              Project Management
                  Enforced Workflow
                  Project Management         Email
                  Task assignment,
                  Tracking, Time Reporting
                                             Paper Forms
With Stat® ACM

PeopleSoft    Change Management
Environment   Needs
                 Version control
                     PeopleSoft Objects         Single Solution
                     Flat Files
                 Change Control
                     Patching
                     Impact Analysis
                     Object/File Locking
                     Migration Management
                                                  Stat® ACM
                     Audit Trails                 Repository
                     Documentation
                 Project Management
                     Enforced Workflow
                     Project Management
                     Task assignment,
                     tracking, time reporting
Common Change Management Goals
                        • Can we enforce our policy and procedures
Establishing Controls   • Do our controls match way of doing business?


                        • Can we track migrations & changes?
 Providing an Audit     • Can we track approvals?
        Trail
                        • Can we satisfy the demands of our auditors?
    Supporting          • Can we satisfy the needs of management?
    Compliance
                        • Can we improve our methods with technology?
Increasing Efficiency   • Can we do more with less risk?


                        • Can we predict the impact of change?
Enhancing Visibility    • Can we provide clear reporting to better see what we
                          need to see?

                        • Can we recover when things fail in production?
  Reducing Risk &       • Can we rollback if something does not work?
    Downtime
    Enabling            • Can we streamline communication with automation?
                        • Can we require communication through controls?
  Communication
   Common Change Management Goals
        Here is Outline of What we will be covering
                                             Establishing Controls
Supporting Compliance                        Can I enforce my policy
Can I satisfy the auditors                   and procedures today?
      and management?
                                                    Providing an
                                                    Audit Trail
         Enhancing             Change               Do I know who
             Visibility      Management             changed what?
      What impact is          & Version
  change having and            Control
       can I report on                              Reducing
     those changes?           graphic.              Downtime & Risk
                                                    Can I rollback?
                Enabling                            Can I fix production?
        Communication             Increasing Efficiency
  Are we all on the same          Are we leveraging
         page and being           technology &
     proactively notified?        automation?
Let’s Start With Establishing Controls

                                   Establishing Controls
                                   Can I enforce my policy
                                   and procedures today?



                     Change
                   Management
                    & Version
                     Control
                    graphic.
Establishing Controls:
      Stat uniquely able to… (if required)
    Physically lock down tools using
1   object security in PeopleSoft                                  Physical Locking


2   Prevent changes without a proper
                                               6          1
    change request ticket


    Ensure read-only access to         Tasks
                                                                   Dev
3   developers without obtaining a
    lock in Stat                                   5                                  2
4   Require an approval before
    a change or migration can              Security
    occur                                                  4                              Ticket
                                                                          3
5   Use role based security to                                            Read only
    enforce separation of duties                       Approvals
                                                                          access to
                                                                            tools

    Require task completion
6   before advancing in workflow
 Because Stat Can
 Physically Lock PeopleSoft

• Any Change made to PeopleSoft
  such as an
   –   Enhancement
   –   Migrations
   –   Emergency Fix
   –   Or Patch
• …will be captured and recorded in
  the Stat Master Repository
                                      Stat® ACM
                                      Repository
Workflow Enables Control of Policy & Procedures

 Workflow allows you to assign/configure business steps ensure that…

                Proper person has the change request at the
                proper time
                Approvals have been met before migrations or
                transfers are made to the next person

                Tasks have been accomplished


                Issues and Documentation have been logged


                Migrations and post migrations have been
                performed
Workflow Enables Control of Policies & Procedures




 People          Databases       Require Tasks & Approvals

   Status Rule
                 Transfer Rule
Common Change Management Goals
                            Establishing Controls
                            Can I enforce my policy
                            and procedures today?

                                  Providing an
                                  Audit Trail
                 Change           Do I know who
               Management         changed what?
                & Version
                 Control
                graphic.
     Providing An Audit Trail Through CSR’s
                                  Electronic change request (CSR) tracks all
                       CSR      changes made from development to production

                                                                      DB
         DB                         DB                                                Windows
                   Windows                       Windows                              Unix
                   Unix                          Unix




         Development               Testing                            Production

                               Migrations            Final Version
                             (objects & files)
                                                  Manager Review
    Enhancements
    Customizations                                   Notifications
                               Approvals
       Patches
                             Documentation
                             Tasks & Issues                Sign-Off


Open                                                                   Close Ticket
Ticket
The Change/Service Request (CSR)

                                               Attachments




               File Links
                                    Custom
                                   Templates
Automatic & Enforced Audit Trail




Change                To Value              Update By
         From Value              Last Update
Common Change Management Goals

                            Establishing Controls
                            Can I enforce my policy
                            and procedures today?

                                  Providing an
                                  Audit Trail
                 Change           Do I know who
               Management         changed what?
                & Version
                 Control          Reducing
                graphic.          Downtime & Risk
                                  Can I rollback?
                                  Can I fix production?
  Can I Rollback My Changes?

                                    PeopleSoft Projects   PeopleSoft Flat Files




Dev    Test   Prod
                                        Records                  SQR
                                          Pages                COBOL
                                         Indexes                 SQR
                                       Components              Envision
Quick Rollback for                     PeopleCode           Crystal Reports
  Files & Objects                          Etc.                  Etc.


                     Separated by
                                                                   CSR
                 Tools Version Baseline, Interim, Final
 Stat Repository    inside         (archive sets)
  Rollback Examples

                               PeopleSoft Projects       PeopleSoft Flat Files




Dev    Test   Prod
                                   Records                      SQR
                                     Pages                    COBOL
                                    Indexes                     SQR
                                  Components                  Envision
Quick Rollback for                PeopleCode               Crystal Reports
  Files & Objects                     Etc.                      Etc.

                     1   Something Fails in Production


                     2   Emergency Fix Migrates Over Developer

 Stat Repository     3   Database Refresh to Test
Common Change Management Goals

                               Establishing Controls
                               Can I enforce my policy
                               and procedures today?

                                      Providing an
                                      Audit Trail
                 Change               Do I know who
               Management             changed what?
                & Version
                 Control              Reducing
                graphic.              Downtime & Risk
                                      Can I rollback?
                                      Can I fix production?
                    Increasing Efficiency
                    Are we leveraging
                    technology &
                    automation?
What Types of Automation Does Stat Provide?
         STAT Automation                 Manual Process


  Automatic email notifications         Reactive manual communication
                                        or paper forms

  Drag & drop migrations &              Manual project copy & FTP to all
  rollback of files & objects           source life locations - manual recreation

  Scheduled reports providing           Manually compiling documentation from
  Seamless visibility of all changes    several report unfriendly sources


  PeopleSoft centric wizards for        Manual time consuming impact analysis,
  impact analysis, mass migration,      one-off migrations, stacks of compare
  customization history, recovery,      reports, object recreation, non-migration
  and release management                or object based release management
  Independent repository providing      Paper forms or multiple disparate
  central location for audit trail of   applications difficult to audit and/or
  documentation and forms               report against
How an Independent Repository Helps with
Automation
    STAT Example #1: Automated Migrations
Version Control




                          Drag and Drop
                          Migrations
                          (Objects & Files)
                              DB
                                          Windows
                                          Unix
Example #2 Mass Migrations & Release Management
 Multiple
Change       Multiple      Multiple                        By Release
Requests    PeopleSoft   File Types
                                          8.42       8.44      8.45     8.47   8.49
 (CSRs)      Projects    & Locations

                                                 By Ready for Environment
                                          Dev       Test      Stage     Prod   Demo




                                   Mass Migration
Common Change Management Goals

                                           Establishing Controls
                                           Can I enforce my policy
                                           and procedures today?

                                                  Providing an
                                                  Audit Trail
                             Change               Do I know who
                           Management             changed what?
                            & Version
                             Control              Reducing
                            graphic.              Downtime & Risk
                                                  Can I rollback?
              Enabling                            Can I fix production?
      Communication             Increasing Efficiency
Are we all on the same          Are we leveraging
       page and being           technology &
   proactively notified?        automation?
Difficult Scenarios Which Require Communication
"What we've got here is failure to
communicate."
  Environment Wide Object & File Locking

                              Lock   Lock   Reservation




   Locked

“exclusive rights”              Prod Dev Test


                               By Environment

  Reserved
                              “environment specific”
“waiting for lock”
 Locks &
 Reservations
If Someone already has a lock on your object
You will get a reservation and can see information
about who has the lock and what stage they are in.
     Example #1: An Emergency Fix
                                                        Page A (fix)
                   Page A (fix)                         Page A (dev)
                                                            lock
           Prod                                   Dev

                          CSR #102                                 CSR #101
   Stat

                         Emergency                                 Developer
                            Fix                              Page A (fix)
Page A (dev)
                                                   Test
 1    Developer has a page locked that will soon be needed for an
      emergency fix that without Stat might overwrite the developer’s work
      Emergency fix must communicate with developer and cannot
 2    migrate over developer’s lock without proper permission
      Developer can back up their work in Stat and unlock objects
 3    allowing fix to go through with the option to later restore
      their copy if they had done more work than the fix
Example #2: Automated Email Notifications




                   Approval Pending

                                      Due Date




        CSR Assignment
 Common Change Management Goals

                                           Establishing Controls
                                           Can I enforce my policy
                                           and procedures today?

                                                  Providing an
                                                  Audit Trail
       Enhancing             Change               Do I know who
           Visibility      Management             changed what?
    What impact is          & Version
change having and            Control
     can I report on                              Reducing
   those changes?           graphic.              Downtime & Risk
                                                  Can I rollback?
              Enabling                            Can I fix production?
      Communication             Increasing Efficiency
Are we all on the same          Are we leveraging
       page and being           technology &
   proactively notified?        automation?
    Increasing Visibility through Impact Analysis
Patches, Fixes &              Causing                              Existing
Enhancements                  Overwrites                        Customizations
                                                       Dev
                     What objects/files                             Existing
                     will be impacted?                           Customizations
       Stat          What customizations               Test
                     will be impacted?
                                                                    Existing
                                                                 Customizations
        Customization History in Database              Prod

1    Patches, fixes, and enhancement often impact existing
     customizations
     Visibility is needed to determine what objects or files will be potentially
2    impacted and what customizations will be impacted as well?
     Because Stat tracks object history and customization
3    history we can warn you of any objects and/or files that may
     be impacted by introducing new change
   Increasing Visibility Through Reports

Because of STAT’s central repository auditors and managers have deeper
visibility into…


Object &                                             Track
                                                   Approvals
File History
                                 Version Files                 Documentation
Migration History

Approval History
                             Version               Central            Workflow &
Documentation                Objects              Repository          Notifications




Providing quick access to critical reports and information
that otherwise may take days to produce manually
Reports
   Common Change Management Goals
        Here is Outline of What we will be covering
                                             Establishing Controls
Supporting Compliance                        Can I enforce my policy
Can I satisfy the auditors                   and procedures today?
      and management?
                                                    Providing an
                                                    Audit Trail
         Enhancing             Change               Do I know who
             Visibility      Management             changed what?
      What impact is          & Version
  change having and            Control
       can I report on                              Reducing
     those changes?           graphic.              Downtime & Risk
                                                    Can I rollback?
                Enabling                            Can I fix production?
        Communication             Increasing Efficiency
  Are we all on the same          Are we leveraging
         page and being           technology &
     proactively notified?        automation?
 Supporting Compliance: Already Established Points

                                 • We physically lock down tools
                  Establishing   • We can require an approval before
                                   any key step like migrating to prod
                   Controls      • Role Base Security



We provide what
                                 • We track all object & file changes and
most               Providing       can audit tools for changes outside

auditors &         an Audit        Stat
                                 • CSR tracks approvals, tasks,

managers             Trail         documentation and update history


are looking for                  • Central repository for reporting
                   Enhancing     • 180+ reports
                                 • Version History and Customization
                    Visibility     Tracking with baseline restore
                                   capability




                                                            38
Supporting Compliance & Best Business Practices

                                  SOX



                               Compliance
                                 & Best
                                Business
                                Practices
                       COBIT                ITIL

Common Requirements                                 STAT Solution

     Separation of Duties                      Stat Repository


               Approvals                       Role Based Security


                      CMDB                     Workflow
5.3 Architecture
Some of our Stat Customers
Thank You

• For More Information Please Visit
• http://www.quest.com/application-change-
  management/

				
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