SlideShare a Scribd company logo
Heather Davies – Project Manager
Graham 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

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• FSCM 9.2 (60+ countries 2,000+ users)
• HR 9.0 (1,200+ users)
• Microsoft Platform
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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
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Exposure to 9.2
Build Servers Test & Fix
Develop Training
Initial Pass Recustomise8.53 Beta
20142012 2013
MTP 1 - 6
Code
freeze
Go
Live

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Approach
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What we learned
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Technical Approach
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Upgrade Weekend
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transactions
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http://i-like-trains.blogspot.com
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oxfam 9.2 upgrade

  • 1. Heather Davies – Project Manager Graham Smith – Technical Lead Oxfam FSCM 9.2 Upgrade Experiences
  • 4. 4/19 Who am I? • Graham Smith • PeopleSoft Technical Lead • 18 years at Oxfam • http://i-like-trains.blogspot.com
  • 5. 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. 6/19 Agenda •9.2 Upgrade Drivers •The Plan •Approach •Recustomisation •Lessons Learned •Opportunities Created
  • 7. 7/19 9.2 Upgrade Drivers • Application & Platform Support • New 9.2 & 8.53 functionality • Create platform for new opportunities
  • 8. 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. 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. 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. 11/19 Technical Approach • Learn – Exposure to Apps and Tools • Initial Pass • Analyse Customisations • Re-apply all customisations and test
  • 12. 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 MTP Freeze development Image 9.2.x PUM Updates PUM Updates Upgrade UAT 9.2 Test
  • 13. 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. 14/19 Recustomisation • Identify customised definitions – Use data gathered from Performance Monitor – Inspect meta data – Review own documentation
  • 15. 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. 16/19 Recustomisation • Identify customised definitions • Identify deprecated definitions in 9.2 • Decide to – Re-apply – Drop – Re-design/re-think
  • 17. 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. 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. 19/19 • 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