1. PEOPLESOFT TEST FRAMEWORK
Customer Experience
102050
Sumit Agarwal
System Architect
Florida State University

2. Florida State university
One of the nation’s elite research universities, offering a distinctive academic environment in the heart of state capital.
Enrollment: 41,473
Employee: 6000+
Colleges: 16
320+ degree programs

3. ABOUT FSU Enrollment 32,459 undergraduate 7,819 graduate Staffing
6,000+ faculty and staff
Other Users
68,000+ applicants
Alumni
Parents or other delegated users
Vendors

4. presenters Sumit Agarwal System Architect Florida State University

5. Overview PeopleSoft Test Framework (PTF) Overview
PTF Development Cycle
Examples/Demonstrations
Selective Adoption
PTF Tips & Tricks

6. PeopleSoft Test Framework (PTF)
PeopleSoft Test Framework (PTF) is a tool that automates various tasks within PeopleSoft application – primarily

7. PTF Overview PTF Automate Testing
Automates functional testing with greater accuracy during short period of time
PTF can be used for most testing types
Test case are stored in database as App Designer objects

8. PTF Overview Record and Playback
Users record and save manual test procedures
Subsequently executed to verify that the application still behaves with expected results
Specifically designed to work the PeopleSoft scrolls

9. PTF Overview Work with other PeopleTools Process Scheduler PS Query
Data mover
Test Maintenance Reports
Shows changed objects and which recorded tests were affected

10. Type of testing
Unit
Validates data, business rules, and business process requirements
System Testing
- Test all processes, including online functionality, batch functionality, inbound and outbound interfaces, conversions, customizations and reports

11. Type of testing Integration
all business processes and groups of related processes within the application to determine whether they function as designed
Parallel
Optionally performed throughout all testing stages

12. Type of testing Acceptance
Method where system is tested for acceptability
Regression
- It enables to reuse the tests already designed and created
Performance
- Process to determine how system performs
PTF is not designed for such testing

13. PTF Overview PTF Lifecycle INSTALL & CONFIGURE RECORD AND AUTOMATE
EXECUTE AND ANALYZE
MAINTAIN

14. PTF DEVELOPMENT Environment
A PTF development environment elements
A PTF client instance
A connection to a PeopleSoft application database
A Microsoft IE browser instance
A connection to PeopleSoft application that is to be tested

15. How to setup PTF Ping Gateway and verify its status is active
Verify Integration Broker is working fine
Ping Gateway and verify its status is active

16. How to setup PTF Ping node and verify its success
Look for default local node PSFT_HR
Ping node and verify its success
Verify ANONYMOUS node Default User ID has a PTF User Role

17. How to setup PTF
User running PTF client must have PTF User, Editor or Administrator Role
Configure the Web Profile PT >Web Profile > Web Profile Configuration
Click Debugging Tab

18. Install PTF client Microsoft Internet Explorer
Microsoft Operating System
Microsoft Internet Explorer
Microsoft .NET Framework
PTF is located <PS_HOME>/setup/PsTestFramework >> run Setup.exe
In IE, internet options should include both http and https entries for your domain in the local internet security zone

19. PTF Client

20. PTF SECUIRTY SETUP

21. PTF Client

22. Execution options
PTF was not designed to work with custom sign in and sign-out page
Configuration does not allow you to update this URL to anything but cmd=logout
SQL Statement UPDATE PSPTTSTOPTIONS SET PTTST_EXOP_APP_URL = “local Url”;

23. Test case & recording Open a test Launch the test recorder
Hook a browser
Start recording
Perform the test steps in PeopleSoft application
Stop recording
Close the test recorder
Save the test

24. Test case & recording

25. Test case & recording
PTF Explorer gives you access to the PTF test assets (tests, test cases, libraries and logs) stored within the application database

26. Test case & recording Create, Copy and Delete tests and folders
Navigate to and open test assets

27. Test case & recording A PTF test consists of a series of steps
When you record a test, PTF creates one step for each action you take against the target application

28. Test case & recording
Tests Logs

29. Test case & recording Recording may include unnecessary steps
Removing Unneeded steps
Recording may include unnecessary steps
Correcting Values
Update Values 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

30. Test case & recording Shell Tests
A shell test is a type of test that is used to call other tests.
Used to call library tests, data mover scripts, run queries
Enables you to test business process

31. Test case developing & debugging
Using a Library Test : Repeatable steps can be isolated and moved to a library test and called out within another test
A library test cannot be executed by itself
It must be called by another test
Parameters can be passed when calling a library test

32. Test case developing & debugging

33. Test case developing & debugging
Scroll Handling
Test to verify whether the user has the role ‘PTF Administrator’
PTF references a field on a scroll by the field name and the row number
Create Key_Set > Create an Action Step > Use Index variable > Specify Scroll ID

34. Test case developing & 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 downloaded as part of the PeopleSoft Test Framework

35. Test case developing & debugging
Reserved Words
Reserved words enable you to access data available from the PTF program when a test is executed
#TODAY – enter in value field to use current date rather than a static value

36. Running Queries Query.Exec for public queries
Query.Exec_Private for private queries
Both use same parameters
Output Folder=value Indicates where the results of the query should be saved. If not defined, the output folder defined in the local options will be used

37. Running Queries
Output Format=value indicates what format the results of the query should be delivered in. If not defined, the output folder defined in the local options will be used
Param=value, value ; provide query parameters separated by commas
Queries can be run both in Test Shells and Test Cases
Queries will be run under userid set in Execution Option

38. Running Queries

39. Running PROCESS Recording of process initiated that is not optimized
Default recording will not wait for a process to finish
Default script need optimization

40. Running PROCESS

41. Ptf report management Test Maintenance Report Test Coverage Report
Generates a comparison between the PTF test metadata before and after upgrade to identify object changes
Test Coverage Report
Identify which objects included in the change project are referenced by PTF tests and objects with no test coverage
Test Compare Report
Shows the difference of every step between old test and new test after a test is moved to the PeopleSoft database
Test Details Report
Contains details for a PTF test and its associated test cases, including comments

42. Ptf report management Test data & Impact data stored in tables
Analyze with Query, Pivot Grid or any BI Tool
Test Data “Test Case”
PSPTTSTCASE
Header table for test cases
PSPTTSTCASEVAL
The detail data for each test case – data values for each command/step
Test Log
PSPTTSTLOG_LIST
The header table for the logs of test case runs. Identifies the test, the case and the high level results
PSPTTSTLOG_LNS
The detail results of each step of a test case run
PSPTTSTLOG_IMG
Stores image captures of each page when the test step is logged as failing
PSPTTSTLOG_OPTS
Stores the options used to run a test such as URL and User ID.
PSPTTSTLOG_XTRA
Stores information about the environment that was used to run a specific test

43. Ptf usage monitor Enhancement to Performance Monitor
Capture Pattern of Usage
Complete Detailed
Every object Page, Menu, Field, Component, Peoplecode
Stored in Database
Should be running during recording of tests
Turn off after data is captured
Usage Monitor Aggregator
App engine Program that aggregates raw data for analysis

44. Ptf usage monitor Start Recording Navigate to Usage Monitor
Enter test Name and Test Case
Start Test
Record Test Steps
Stop Test

45. APPLY MAINTENANCE OR UPGRADE
Ptf usage monitor
PTF IMPACT ANALYSIS PROCESS
Reduce fear and uncertainty of change
Understand scope of impact
Reduce time, complexity and cost of system testing
RUN USAGE MONTOR
CREATE PTF TEST
APPLY MAINTENANCE OR UPGRADE
RUN COMPARE REPORT
IMPACT ANALYSIS
TEST CASES
SYSTEM USAGE
CHANGES OR OBJECTS

46. PTF TIPS & TRICKS
Store a value for a variable in a parameter in the recognition field on a step
Manage persistent variable across all tests

47. PTF TIPS & TRICKS Conditional Steps: If_Then, Else and End_If
Looping Steps: Do, For, While, Exit_Loop

48. PTF Tips & Tricks Context Sensitive Help On Demand Syntax Check
Syntax Checking
Context Sensitive Help
On Demand Syntax Check

49. PTF Tips & Tricks
Debugging:

50. Selective adoption PeopleSoft Images
Major Releases 2x a Year
Minor Releases 4X a Year
Continual Flow of Oracle Pushing Requirements
Incrementally Adopt New Business Value
Take Only the changes You Want
Determine When the Changes are Applied
Retain Strategic Customization
Eliminate the need for Major Upgrades.

51. Selective adoption REGULATORY AND TAX UPDATES NEW FEATURES
TOOLS UPDATES
PATCHES AND FIXES
PEOPLESOFT UPDATE IMAGE
PTF SAMPLE TEST CASES AND LIBRARIES

52. CUSTOMAER-TAILORED CHANGE PACKAGE
SELECTIVE ADOPTION
LIFE CYCLE MANAGEMENT WITH PUM
DEV
CHANGE ASSISTANT
TST
PEOPLESOFT IMAGE
CUSTOMAER-TAILORED CHANGE PACKAGE
PRD

53. SELECTIVE ADOPTION Common Issues with PeopleSoft Testing
Manual Processing
Excel, Excel and Excel
Inconsistent Test Data
Labor Intensive Test Management
Data Not Reusable

54. Selective adoption PTF Impact of Selective Adoption
HIGHER LEVEL OF QUALITY 04
Increased Test Coverage
Reduce Bugs
More Regression Testing
01 TEST MORE, TEST OFTEN
Multiple PUM Images each year
Bug fixes, New features and PeopleTools
PTF
FASTER DEPLOYMENTS 03
Test and Release in days/weeks instead of months
Proactive vs Reactive
02 BUSINESS DRIVEN CHANGE
Evaluates, Approves and Drive schedule
IT has to enable and Support this New Methodology

55. Selective adoption Selective Adoption Strategy
CHANGE IN IMPLEMENTATION AND UPGRADE PHILOSOPHY
Business defines change package by reviewing new features
PeopleSoft apps are dynamic and responsive
Reduce customizations
CREATE A SCHEDULE AND SCOPE EACH RELEASE
Schedule based on preference, resource availability, business
cycle and not PI release
Define Frequency and scope of change with each release
Quicker turnaround, bigger impact, more business value

56. Selective adoption CREATE A TEST AUTOMATION STRATEGY
Automate testing to apply updates faster
Testing must be consistent, accurate, efficient and auditable
Build repeatable auditable tests
Establish a centralize tests instance
Make tests dynamic

57. PAIN Must reset the data created through the execution of PTF tests
A bit tedious to configure
Must reset the data created through the execution of PTF tests
Two-tier passwords for functional users
PeopleTools dependent for advance features
Running tests does not allow other activities on the computer

58. GAIN Migrate Test assets with Application Designer
Native PeopleSoft, Free with PT upgrades
Migrate Test assets with Application Designer
Help technical team to capture, see and understand user activities
Efficiency gains for functional users; can reduce Tax Update testing from one day to two hours
Detailed logs and reports available to keep track
Schedule test scripts via command line

59. PTF NEW FEATURES 8.53 8.54 8.55 PTF Explorer/Tree enhancements
Mass Update
Test development and execution enhancements
Syntax validation
Interact with App Designer projects
Test administration enhancements
Context-sensitive help for
parameters
Filtered views
Multi-browser support
PTF report enhancements
Report enhancements
MsgBox and Command step type
Usability enhancements
Variables in quotes
Ability to download file
Log Manager enhancements
Export logs to XML

60. CONTACT Sumit Agarwal Jan Condon System Architect
Florida State University
ERP Analyst II
Florida State University
all Alliance presentations will be available for download from the Conference Site

61. Questions & answers

62. 102050