1. Session ID: Prepared by: PeopleSoft Test Framework Leveraging PTF to Reduce PUM Regression Testing Efforts 101220 @rywise6 Jim Konchel Ryan Wise

2. Your Presenter 2 Executive summary Ryan is a Associate with experience in User Productivity Kit, training content development, test coordination, and change management work. He has participated in many stages of a project lifecycle from development of materials to the execution of training to end users. Ryan has a Bachelors of Science in Education. Ryan Wise Associate, Grant Thornton Overland Park, KS

3. About Grant Thornton 3 38,000 people in over 100 countries 6 th largest global accounting and consulting firm 65% of Forbes Global 100 companies served by Grant Thornton International member firms 58% of 2013 Fortune 100 Grant Thornton International Ltd 1 US $4.7 billion revenues 40,197 personnel 3 2,975 partners 725 offices Grant Thornton LLP 2 (U.S.) $1.4 billion revenues 6,456 personnel 3 529 partners 57 offices One of the world's leading organizations of independent audit, tax and advisory firms 58% of 2013 Fortune 100

4. Grant Thornton: 2015 JD Edwards Partner Excellence Award Winner 4 Our work at Renewable Energy Group (REG) was recognized because of its transformational nature and cross-pillar influence. The upgrade project at Renewable Energy Group (REG) was central to our award application. The project consisted of the following initiatives and went live in January 2015:  JD Edwards upgrade from 8.12 to 9.1 release – all financials, distribution (including OTM for Logistics), manufacturing, and asset management modules  Implementation of BI Publisher for all internal and external forms  Document Imaging integration with Perceptive Software (Lexmark)  Customer Self-Service portal  Oracle Transportation Management (OTM) integration  Customization obsolescence – significant reduction  ERP Governance program initiated to instill accountability and ownership through business process owners and an operating group to strategically align the business with IT  Centralized Master Data Management protocols implemented  Commodity Training Risk Management (CTRM) system integration with JD Edwards order management and contract management  Converted old menus and task views to E1 pages for and end-user self-service experience  OneView Reporting – REG purchased OVR licenses for future ad- hoc reporting and BI dashboards Lyle Ekdahl, SVP, Product Development, Oracle presents Greg Davis with the award during the JD Edwards Summit Gala

5. Grant Thornton: 2015 Oracle Excellence Award Winner 5 We are proud to serve Serta Simmons Bedding, LLC, winner of the 2015 Oracle Excellence Award for Fusion Middleware Innovation in the Big Data and Business Analytics category 100% improvement in Analytics due to system stability and enhanced analytics 90% reduction in Time to Produce Standardized Reporting with 9 business days saved per month 275% improvement in Availability Access to the analytic reports by users Left to right: Siddhartha Agarwal, Oracle | John Miksich, Grant Thornton | Robert Bosley, Serta Simmons Bedding | Jeff Silverman, Grant Thornton | Carl Yost, Grant Thornton | Matthew Bradley, Oracle

6. What is Business Harmony? 6

7. Grant Thornton: The Difference is Clear 7 Improve Stabilize Transform Quick Wins Feed Foundational Strategic Platform Large SI Boutique Firm Technical depth to drive quick wins and thought leadership to develop a strategic roadmap for transformation Drive

8. Agenda Overview Upgrades and Patches Benefits Testing Cycles Life Cycle and Considerations Test Cases and Recording Developing and Debugging Final Thoughts 8

9. From Oracle Website 9

10. Overview As the amount of updates being issued by Oracle increases, customers may be overwhelmed on how to apply and test adequately. The PeopleSoft Test Framework (PTF) is a testing tool that automates various tasks within PeopleSoft. Automating tasks (primarily functional testing) allows users to execute more tests with greater accuracy in less time. The PTF can be used to reduce the time required to move updates to production. Utilize the Record and Playback Tool. Automate functional testing. Reduce testing time while maintaining accuracy. 10

11. Upgrades and Patches The testing of patches and/or upgrades can be timely. The PTF test maintenance process reduces the expense and risk in testing upgrades by providing reports that identify any changes that are affected by tests in your test library. Because PTF tests are PeopleTools managed objects, PTF is able to validate recorded objects against PeopleSoft object metadata definitions. A test maintenance report correlates PeopleTools compare report data with PTF test metadata to identify certain changes to components, menus, pages, records and fields that may affect the PTF tests. 11

12. Benefits Automated testing Increased accuracy in a shorter amount of time Consistency across environments Easy to migrate Limited resources to participate in testing Delivered with PeopleSoft – no additional software purchase 12

13. Testing Cycles TestDescriptionPTF Unit Tests individual online transactions and batch processes on an upgraded database Yes System Tests online and batch processes (Not used on third-party products) Yes Integration Tests groups of related processes (Not used on third-party products) Yes Parallel Specific business processes performed on current and upgraded databases Yes Performance As PTF replicates behavior of single user transacting in PS, use is limited Limited Acceptance Validates data, business rules, and business process requirements Yes Regression Recorded tests can be re-run from previous tests Yes 13

14. Life Cycle and Considerations Build an application that can be re-used with every PUM application: Configuring PTF clients –How do I connect to the databases? Creating tests –Which processes do I need to test? Recording tests –How can I build re-usable tests? Executing tests –How can I document testing results? Cleaning up tests –What changes are needed to improve tests? 14

15. Configuring PTF Clients PTF Development environment: 15

16. Test Cases and Recording PTF works by storing the actions of a user executing transactions against the PeopleSoft application Similar to UPK recording 16

17. Test Cases and Recording How to Record Recording a test: 1.Open a test 2.Launch the test recorder 3.Hook a browser (Click the house icon) 4.Start recording 5.Perform the test steps in the PeopleSoft application 6.Stop recording 7.Close the test recorder 8.Save the test 17

18. Test Cases and Recording PTF Explorer PTF Explorer gives you access to the PTF test assets (tests, test cases, libraries, and logs) stored within the application database : 18

19. Test Cases and Recording Test Script Tests can be copied to perform same test with multiple values: 19

20. Test Cases and Recording Test Log 20

21. Test Cases and Recording Test Case Modifications 21 Removing Unneeded steps Recording may include unnecessary steps Correcting Values Update Value column as necessary Modify steps Update run controls to add/update; concatenate month/date for unique values, etc. Add steps manually Use Insert and record missing step or adjust manually

22. Test Cases and Recording Shell Tests A Shell test is a type of test that is used to call other tests. Organizing component tests into shells enables you to identify large business process-oriented type test (those that cross multiple components and online activities): 22

23. Developing and Debugging Page Prompting Page prompting functions replace explicit navigation in the test and take the user directly to the component search page by URL manipulation. A test with the navigation explicitly defined can break when the navigation changes, even though the application is working fine. Page prompting avoids this problem: 23

24. Developing and Debugging Message Tool As you modify a test, you may need to use the Message tool to capture details for a browser object. Click and drag the Object Properties icon and hover over a browser object to view details about that object in the Message window. You can also use the Message tool to monitor test execution. The Message Tool is automatically download as part of the PeopleSoft Test Framework. 24

25. Developing and Debugging Reserved Words Reserved words enable you to access data available from the PTF program when a test is executed. Example: #TODAY – enter in value field to use current date rather than a static value 25

26. Developing and Debugging Other Options Conditional Logic Some test scenarios call for conditional logic – special handling based on information gathered from the application during the test. Scroll Handling Data on a PeopleSoft component can be organized using rowsets, or scrolls, and rows. PTF references a field on a scroll by the field name and the row number. You can use the Scroll.Key_Set action and a Scroll.Action step to locate a row by key and generate a dynamic position index variable. Then you can use the dynamic position index variable to reference a row or field because the variable is regenerated every time the test is run. Persistent Variables If you need to store variables between tests, use persistent variables. PTF stores persistent variables to the database so that subsequent test executions can use them. 26

27. PeopleSoft Test Framework Final Thoughts PTF can be used to semi-automate your user testing as described earlier. However, this does not completely replace end-user, in-person testing. Some test cases and basic navigation (e.g. “poking around the new system”) should still be executed to validate PTF worked appropriately. External system integration testing or bolt-ons (e.g. imaging solutions) should still be tested outside PTF. Any new functionality or changes in datasets / business processes should be evaluated for impacts to your PTF test cases and added / updated as needed to ensure your test cases are accurate and valid for the next test cycle. 27

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29. Upcoming events 29 Find Grant Thornton at these upcoming events: DateEventLocation 4/19/2016 Achieving Harmony in Health Care Financial ReportingWebcast 5/3/2016Planning for ProfitabilityWebcast 5/19/2016The CFO Strategy SummitPalo Alto, CA 6/1/2016The CFO Strategy SummitOrange County, CA 6/2/2016The CFO Strategy SummitSan Diego, CA 6/6/2016OHUG Global ConferenceNew Orleans, LA 6/7/2016The CFO Strategy SummitLos Angeles, CA 6/8/2016The CFO Strategy SummitSeattle, WA 6/26/2016ODTUG Kscope16Chicago, IL 7/19/2016PeopleSoft RECONNECTRosemont, IL 8/8/2016JD Edwards INFOCUSDenver, CO 9/18/2016Oracle OpenWorldSan Francisco, CA

30. 30 Quest is the Home for PeopleSoft and JD Edwards Users Visit the Quest International Users Group Booth #323 ■Let us show you how to leverage the Quest community to maximize your ERP investment ■Receive your personalized Quest Activation Plan & learn how to make the most of your membership ■Plus, find out more about our upcoming events PeopleSoft RECONNECT (July 19-21) and JD Edwards INFOCUS (August 8-10)