1. Testing, Testing, 123!
Leveraging PTF with Your Continuous Delivery Model
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Valentin Todorow
Managing Consultant
Elire
@ElireInc

2. Introduction
Valentin Todorow Managing Consultant
Elire Inc.

3. Elire’s Proven Experience
Elire is an industry leader in PeopleSoft ERP & HCM implementations and upgrades
We help our clients choose success by efficiently implementing, integrating, upgrading, and maintaining their software investments
We also provide strategic advisory services to guide and support our clients with a wide variety of business process improvement, vendor outsourcing, strategic roadmap services, ERP Cloud, and Oracle’s new PeopleSoft Continuous Delivery Model support
12+ Year History
180+ Clients
20 Fortune 500 Clients
15 Financial Services Clients
8 Insurance Industry Clients
7 Public Sector Clients
5 Higher Education Clients

4. Already Upgraded and trying to plan a strategy
Where Are You In Your PeopleSoft Environment?
Incorporate various elements of CDM into the upgrade
Test Scripts: Start on Test Scripts now and compile old Test Scripts
Make sure that the partner you choose to help implement understands the role of CDM so it can be a main part of your upgrade
Reduce Customizations
9.2-
Planning an Upgrade
Begin using PTF for test and build internal competency
Save every image oracle delivers
Start planning foundation tasks so that after go-live, you can quickly adopt change
Stay up to date on images as they are released and build confidence in using PUM
Remove or reduce customizations
9.2
In middle of Upgrade
9.2+
Already Upgraded and trying to plan a strategy
Spend time laying the foundation rather than jumping right into an update
Consolidate and formalize test scripts you built for the upgrade
Start incorporating automated testing
Form an internal team to analyze updates and identify customizations that can be removed

5. Legacy PeopleSoft Maintenance Model
Upgrade and Maintain (Legacy Delivery Model)
Customers encouraged to stay current to make applying maintenance easier but rarely did
Customers settled into a convenient but pricey life cycle
Periodic small upkeep deliveries in the way of fixes, bundles, maintenance packs and service packs (including mandated changes or just typical maintenance)
Major sparse full application upgrades every “3-5 years” (Application and People Tools)
Large exhaustive and expensive Upgrade projects occurred and consulting firms were partnered with to assist with skillset and resource gaps
New features only leveraged after full application upgrades which were hen possible outdated due to industry changes, technological changes etc.

6. Adoption Rate is a Key Factor in PUM
Oracle recommends at least one full catch-up cycle a year
We recommend finding a schedule that works for you organization
The more releases per year, the faster you can adopt
Level of customization
Three main factors for speedy adoption:
Test Script coverage
How quickly you can complete a test cycle

7. Automation Business Drivers
PTF Drivers
Change is inevitable and constant
QA Teams stressed by PUM schedule
Harder with more Customizations
PUM PTF Testing Automation:
Test Heavily Utilized Components
Quickly Identify Change on PUM
Stage Data via Queries/Rand
Identify Usage and Gaps in Testing

8. What is the PeopleSoft Test Framework (PTF)?
Background & Overview
Introduced in PeopleTools 8.51 (PSFT Development since 2001)
Automates functional application testing
Classic or Fluid (Responsive pages, new tiles/side nav, between themes)
Increased number of tests to be executed
Elire methods allow advanced Data Collection and Execution
Increases testing accuracy during upgrades
Virtual screenshot of your functional processes stored on your app db.
Extendable: queries, your own bolt on pages, pivot grids, and fluid reports.
Reduces testing time
Linking and executing in batch (shell) tests
PTF captures the process of any test values, creates logs

9. What is the PeopleSoft Test Framework (PTF)?
Background & Overview
Advanced “Record and Playback” testing tool
Record – Code – Test – Execute - Maintain
Features only available in PRF:
PTF tests are PeopleTools managed objects
Stores references to all records, fields, pages, menus, and components used in a test in the database
Tied to PeopleTools metadata
Robust Test development Framework
Execute Data Mover, PsQuery
Running Process Scheduler
Stores playback log information in the database

10. PTF Integration PTF Client install: Workstation/VM/Server (admin mode)
Communication:
SSL to Integration Broker Local Node
Security:
3 Distinct PSFT Security Roles
Uses item/component/link names as defined in App Designer
Secure central location for all your Test Scripts and Logs

11. Delivered Reports Test Coverage Report
Visibility into how you use the PeopleSoft environments
Determine which objects have tests and which do not
Objects without a test represent a potential gap in the test coverage
How changes to PeopleSoft managed objects might impact your business processes

12. PUM and PTF
External Account: Recon Tab
Test
Elire designed processes are able to quickly identify new areas for PTF development
Usage data can enhance Gap analysis to additional test coverage
Client specific PTF scripts based only on selected Change Package content
New Admin Recon Config Pg.

13. Delivered Reports Test Maintenance Report
Identify changes in test scripts
Understand what objects are going to change
Stores compare data in application tables

14. Our Experience
Over 49 implementations of PTF spanning all PeopleSoft product lines
Best practices learned directly from internal Oracle development
Additional Built Pagelets for dynamic real-time PTF reporting
Recording methods internally developed to:
Reduce redundancy
Increase scalability
Increase the scope of testing

15. Custom Elire Reports
XML Transformed by Elire XSL to produce amazing browser based reports
Pagelets for dynamic real-time PTF reporting

16. PTF Considerations Who builds the automated tests?
What tests yield the greatest ROI?
Tests that may have a large number of data combinations to be run
Focus on functional regression tests with downstream processes
Target recording components and features that have been unit tested and work
Target pages that change or are time consuming to test manually
Tests that cover most commonly used parts of the system
Who builds the automated tests?
At minimal the Test Recorded should have taken PTF Class and understands PSFT
Simple scripts can be built by pure Functional Team/ Subject Matter Expert
Full featured tests require PeopleTools and programming knowledge
End users can run tests with minimal PTF training without effecting script library

17. Service Offerings
PTF WORKSHOP - Utilizes a single Elire resource for a two-week engagement aimed at transferring knowledge and skills to client resources. Workshop will take part in a two-week session with the first week focusing on classroom instruction and the second week focusing on allowing assistance as client resources record their own scripts.
PTF STANDARD - Recording within the client’s environment. Typically, 50 test scripts are recorded with single-ended execution. Elire will modify vanilla scripts to match client needs and data entry methods. Duration of project is based on the recording type selected.
PTF PREMIUM - Elire will oversee entire PTF recording project utilizing 3-7 Elire Resources to completely automate the client’s entire test script repository. This will utilize advanced multi-iteration recording methods that take into account negative testing, query-based data input, and advanced test linking.

18. Recording Types
Single-Ended – A single Data Combination used for each Test Script
Quick development, lower complexity, ease of execution
Great for Unit Testing
Push-Pull – The use of Shell Test (Batching multiple tests) and Intelligent multi Test Cases are used for each Test Script
Takes into account integrations plus allows for full end-to-end testing
Requires medium resource strain with largest output
Ultra-Linear – Uses the methods from Push-Pull with the additional complexity of looping specific components for multi-iteration testing. This type also incorporates data gathering methods from queries and excel loading
Takes into account all complexity of data
Various execution options for each Test Script
Requires longer development time

19. Oracle Invests in PTF
PTF is exclusively utilized by Oracle to test each and every PUM image before it goes GA.
 (why not use the same tool to test as development)
8.54 Introduced a new Recording Wizard making it even easier to record. 
8.54 Includes a Mass Update tool that can alter changes in your new upgraded env from legacy scripts. Quickly prep and update scripts
8.55 Now has multi browser support - The ability to playback in Chrome increases execution speed ten fold.
8.55 PeopleSoft began pushing pre-built scripts with PUM images, ability to control AppDesigner PTF project. and PT updater. 
8.55 Flexible multi browser window toggle, multi instance switching.
8.56 Introduced the ability to use live data and pull that data into PTF tests via queries.

21. Check out Elire’s Other Sessions!
Session # – PeopleSoft Treasury SIG Meeting
Wednesday, July 19 |11:15 AM – 12:15 PM | DaVinci AB | Presenters: Paul Barnett (Ameritas), Janet Division (Wells Fargo, N.A. Finance) and John Scott (Elire)
Session # – Masterminding PeopleSoft Bank Reconciliations
Wednesday, July 19 | 1:30 – 2:30 PM | International Ballroom D | Presenters: Heidi Emory (Security Finance) and Carlos Conde (Elire)
Session # – Obtain value from New Features in PeopleSoft 9.2 Cash Management – A St. Elizabeth Success Story
Wednesday, July 19 | 4:30 – 5:30 PM | Heathrow AB | Presenters: Tenzin Tsering (Elire)

22. Follow Elire on Social Media!
Thank You!
Stop by the Elire booth or reach out to our expert below for more information!
Follow Elire on Social Media!
Elire Booth #405
Valentin Todorow Managing Consultant Elire Inc.

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