PTF for the PS Admin A PTF Overview for the PeopleSoft Administrator 100470 Kyle Benson PeopleSoft Administrator Hennepin County @kbenson @psa_io

Presenter @psa_io Kyle Benson PeopleSoft for 10 years Developer > Sys Admin > Jr. DBA > DevOps Dude > ? Help run psadmin.io and PeopleSoft Administrator Podcast @psa_io

Hennepin County @psa_io Largest county in MN Minneapolis county seat ~8,000 employees Budget $1.9 billion PeopleSoft PeopleTools 8.54 > 8.55 in progress FSCM, HCM, ELM 9.2, Interaction Hub Image 4 in progress @psa_io

Agenda @psa_io PTF Technical Overview Tips for Deploying and Maintaining PTF Going the extra mile Put your PTF on Phire PTF pie in the sky @psa_io

PTF Technical Overview @psa_io

PTF Technical Overview Selenium @psa_io

PTF Technical Overview @psa_io

PTF Technical Overview Set up Integration Broker Set up Security Set up Web Profile Define PTF Configuration Options @psa_io

PTF Technical Overview - IB Normal Gateway setup Include PTF asset database node ANONYMOUS node default user needs PTF User role Make sure all PTTST* service operations are active and working. @psa_io

PTF Technical Overview - Security @psa_io

PTF Technical Overview – Web Profile @psa_io

PTF Technical Overview - Config @psa_io

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Deploying - Client @psa_io Don’t use primary desktops for Client install VM with Terminal Services VDI Dedicated testing machines @psa_io

Deploying - Client @psa_io Install name changed in 8.55.08 PS_HOME/setup/PsTestFramework/installTestFramework.exe Install from command line cd %PS_HOME%\setup\PsTestFramework. installTestFramework.exe /s /f1"%PS_HOME%\setup\PsTestFramework\response-file.txt” Uninstall from command line installTestFramework.exe /s /f1"%PS_HOME%\setup\PsTestFramework\uninstall-silent-response.txt" Uninstall and Install a new instance of PTF setup.bat @psa_io

Deploying - Client @psa_io PIA address needs to be in browser trusted zone @psa_io

Deploying - SSL @psa_io Client will always try and use `https` To turn off validation, activate Service Operation `PTTST_CONFIG_NO_SSL` Issues behind load balancer and SSL termination Issues in lower environments with no SSL @psa_io

Deploying - SSL @psa_io Manually set all `PTTST_*` service operations Create an ACM Plugin? @psa_io

Deploying – Dedicated DB Use a dedicated database to store PTF assets Phire SYS DB Interaction Hub We are using a single DB PTF development life cycle is managed via folders Use the same database for Performance and Usage monitor data We use a centralized development IB gateway @psa_io

Maintaining - Migration For the most part, not needed App Designer/Phire can migrate some assets Tests Test Cases DMS or ADS needed for others Execution Options Logs @psa_io

Maintaining - Migration Manage AD projects from PTF Client Create new Application Designer projects. Open existing Application Designer projects. Insert tests into Application Designer projects. Remove tests from Application Designer projects. Set the upgrade action type within Application Designer projects. @psa_io

Maintaining - App Maintenance Tests will need reworking Use Maintenance Report to identify post applying Change Packages Upload test data into Test Repository on PUM Dashboard @psa_io

Maintaining – Test Repository It is not necessary to use PTF in order to use the test repository. Test impact is calculated based on components. PTF Tests CA identifies all Components associated with Test Components Create Projects that contain Components. “Test name” is the Project name. @psa_io

Maintaining - Tools Maintenance If using dedicated DB, need to match tools release Start with this environment when patching, upgrading Don’t forget about IB gateway you are using, as well. Test assets will be upgraded via Client automatically @psa_io

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Extra - Usage Monitor @psa_io By default, PTF only tracks PT object usage of type: Menu, Component, Page, Record, Field For PeopleCode, etc you will need Usage Monitor @psa_io

Extra - Usage Monitor @psa_io Start recording In the browser, select Usage Monitoring The Test Data page appears Enter Test Name and Test Case. Click Start test. Record the test steps. When finished, return to the Usage Monitoring page and select Stop Test. In the PTF Recorder click the Stop Recording icon. Note: Your PTF environment and the application you are testing must be on the same database Note: The manual steps of starting and stopping the Usage Monitor are included here during the recording process to capture them in the PTF test. PTF does not have to be in record mode to generate Usage Monitor data. @psa_io

Extra - Usage Monitor @psa_io

Extra - Usage Monitor @psa_io Can we add Usage Monitor capturing after the fact? My idea Record the Usage Monitor “Start Test” and “Stop Test” tasks as a Library Test Insert these into existing Tests and pass the Test and Test Case names as variables. @psa_io

Extra - Batch Runs @psa_io Run Test from command line PsTestFw -CS=rtdc79637vmc:8643 -CNO=PT_LOCAL -PS=ProxyServer:2345 -PU=mydomain\username -PP=pwd123 -CO=VP1 -CP=VP1 -TST=TEST_CMD_LINE -TC=DEFAULT -PFX=Prefix -EXO=QE851_No_Folder -LOG=my_run_log @psa_io

Extra - Batch Runs @psa_io Can we schedule a batch of Tests to be run, versus manually running them? Create a script to accept a list of tests, then kick off individually Use Scheduled Tasks to run scripts https://github.com/psadmin-io/PSPsftTestFramework https://github.com/psadmin-io/PSPsftTestFramework/tree/master/Examples @psa_io

Extra - Reports Custom Reports Upload data into PUM @psa_io

Extra – Repeatable Tests Query Based Tests Manually done 8.55 and below Delivered method in 8.56 “Oracle” Method A “staged” testing environment to refresh from Create copy of DB > Run PTF Scripts > Review > Destroy DB Snapshot(Dataguard) Method Standby DB > Snapshot > Run PTF Scripts > Review > Revert to Physical @psa_io

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PTF on Phire @psa_io Use Phire as your PTF database Put Phire node in your Gateway Connect to Phire at PTF Client login All PTF assets will be stored in Phire Don’t worry about refreshes Leverage Phire version control for assets @psa_io

PTF on Phire Create coverage report based off of Change Requests Delivered coverage report compares against Project items Clone delivered and replace Project items with CR items Need a view to cross walk Project item type with CR item type Would work best if assets in Phire, but possible with Phire DB links? @psa_io

PTF on Phire @psa_io Create Test Plan tab on CR component Execute Test Plan @psa_io

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PTF pie in the sky @psa_io Use Phire as PTF Environment Fully configure Usage Monitor Create “Usage Monitor” Library Test, add to all Tests Implement PTF PowerShell module Setup Scheduled and Adhoc Batch runs Create Phire CR coverage report Create Test Plan tab on Phire CRs Show coverage Execute Adhoc Batch runs @psa_io

100470 @psa_io