1. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. Upgrading PeopleSoft HR & SA to Version 8.9 USM Regional PeopleSoft Conference June 10, 2005 Jill Palla & Louis LeClerc, The Cedar Group

2. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 2 Agenda  Hardware Requirements  Installation & Certification  Functional Upgrade  What is new in 8.9?  Main Tasks  Technical Upgrade  What is new in 8.9?  Main Tasks  Preparing for Go-Live  Combined vs Separate  Project Management  Q&A

3. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 3 Hardware  Sizing  HRCS 8.9 SYS Database size  Your current production database size  Number of environments required for the upgrade project  Requirements  All hardware, OS, rDBMS, 3 rd party software, LDAP supported?  Most likely the supported HW/SW components listed above will require separate environments and/or machines to support the installation

4. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 4 Installation & Certification  Self-install or PeopleSoft install?  Make sure you will be supported  Is your environment ready for an install?  HRCS 8.9 vs HRCS 8.9 MP1 “re-install”  Environment naming conflicts  Licensing & license codes for HR vs SA modules, more specifically with self-service modules

5. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 5 Functional Upgrade – What is new in 8.9?  Navigation  Security  Core Person model  Module Specific Functionality  CC: Core Person, search/match, LDAP  AD: Test loads, prospect load  SR: Self-service, open activation  AA: Self-service  SF: Self-service, equation engine, credit history  FA: enhanced packaging, enhanced FFELP  CR: search/match, work experience

6. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 6 Functional Upgrade – What is new in 8.9?  Examples of 8.9 changes  Real time demo

7. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 7 Functional Upgrade – Main Tasks  Identify functionality coverage/review customizations  Fit/Gap or upgrade “IDP”  The old “phase II” functionality that never made it in prod…  Redesign/adapt security  End-user training & training documentation  Business process guides  Paper forms and other documents  Consider data archiving  Conduct integrated/full/system test – prepare scripts

8. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 8 Technical Upgrade – What is new in 8.9?  Componentization  Core Person model – Service-Oriented Architecture  Setup Manager  Performance Monitor  RIP 2-tier navigation  Folders instead of Menus for security  Automated patches & fixes

9. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 9 Technical Upgrade – Main Tasks  Customization Documentation (got doc?)  Compare process (technical fit/gap)  Technical review of (core person effects):  Customizations  Interfaces (specifically test loads)  Reports  Direct links or interface to 3 rd party systems  Develop & Unit test any changes  Attend necessary technical training  Develop the upgrade master plan

10. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 10 Preparing for Go-Live – The Master Plan  Upgrade process tested in series of iterations, no matter if using a lab or onsite approach  Goal: build a master checklist with timings of all tasks, functional & technical  All technical developments and functional setups must be tested with a complete set of upgraded data (not just DMO data or “generated” data  Security profiles mapped and/or upgraded  End-users, functional and technical team trained  Documentation up-to-date  Go/NoGo: Full system test completed with upgraded data

11. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 11 Combined or Separate?  HR8.3 => HRCS8.9  SA8.0 => HRCS8.9  Some HR setup has to be done even for plain SA  Combination considerations:  Licensing  UserIDs & EmplIDs  All other shared data (Dept & Misc CC tables)  Interfacing between HR and SA  Performance & sizing  Upgrade timing, patches & fixes timing

12. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 12 Project Management  Resource Planning  Technical Upgrade Team  Functional Upgrade Team  Development Team  HW/SW/OS/Network/etc Support Team  Academic Calendar Considerations  Application Support Schedule  Community Outreach  Communications  Training

13. Copyright 2005 – Cedar Enterprise Solutions, Inc. All rights reserved. 13 Question & Answer Upgrading PeopleSoft HR & SA to Version 8.9 USM Regional PeopleSoft Conference June 10, 2005 Jill Palla & Louis LeClerc, The Cedar Group