1. Enable Your Organization to Succeed and Thrive
Multiple Updates a Year, Adopted at a
Low Cost without Upgrades
PeopleSoft Selective Adoption
2015
2020
2019
2018
2017
2016
2. Traditional Delivery, Upgrade Driven Adoption
Your Previous Life as a Customer
• Steady state was not conducive to
IT/line of business interactions
• Requests for new functionality generally
delivered through customizations
• Too much money and time spent on
maintenance yet always seemed behind
• Upgrades were disruptive and costly
with few new features
• Impact to You and Your Organization
3. Enabling Change
• PeopleSoft Update Manager
CUSTOMER
CUSTOMER
Creates Changes Packages Changes
CUSTOMER
Consumes Changes
CUSTOMER
Oracle Packages Changes That All Customers Use
PRIOR TO
PEOPLESOFT 9.2
4. Manage Change on Your Terms
• PeopleSoft Update Manager
CUSTOMER
CUSTOMER
CUSTOMER
CUSTOMER
Creates Changes Packages Changes
CUSTOMER
Consumes Changes
Customers Package Changes Tailored to Them
WITH
PEOPLESOFT 9.2
5. Customer applies
customization once to
tailored Change Package
Manage Change on Your Terms
• Lifecycle Management with PeopleSoft Update Manager
Virtual
Machine
Customer’s
PeopleSoft
Environments
Staging/Test
Production
Customer Tailored
Change Package
Change Assistant
DevelopmentCustomer uses
Change Assistant to apply
tailored Change Package
3
Customer uses PeopleSoft Update
Manager to generate tailored Change Package
2
Customer periodically downloads
latest fully patched PeopleSoft image
from My Oracle Support
1 4
6. • New Features without Upgrades
Selective Adoption, Continuous Delivery
2013 2014 2015 2016 2017
PeopleSoft 9.2
2018 2019 2021 20222020
• Customers Adopts the New Features They Want, When They Want
• Oracle Delivers New Features 2 – 3 Times a Year
New Features
Customer “A” Goes
Live on PeopleSoft 9.2
Customer “A” Adopts
New Features
Learn more at the PeopleSoft Update Manager Home
Page on My Oracle Support [login required]
7.
8. PeopleSoft Update Process
R9.
2
Oracle delivers, PeopleSoft
Images every ~10 weeks
PeopleTools versions change
over time but the application
version doesn’t
The images contain
standard maintenance
and new application
features
Some of these images are
designated as Upgrade
Image that can be used as
the source for an upgrade
9. PeopleSoft Support policy (Lifetime Support Policy)
Patches and platform certifications for a PeopleTools minor release will be provided until 12 months
after the next minor release is made generally available
Critical patch updates for a PeopleTools minor release may be provided for up to 24 months after
the next minor release is made generally available
2016 2017 2018 2019 2021 202220202013 2014 2015
PT8.52
PT8.53
PT8.54
PT8.55
PeopleTools Support policy (Technical Support Policy)
PeopleSoft Enterprise 9.1: The Extended Support fee will be
waived for the entire Extended Support period waived.
10. Consuming Change
• Adapting to PeopleSoft Selective Adoption, What it Means to You
To Realize Benefits, Your Organization Must Adapt
• Continuously assess newly delivered features
• Collaborate with the business to prioritize needs
• Schedule the adoption of new features
• Roll out small incremental changes
• Develop a sensible maintenance plan
11. Innovation, Adoption, Evolution
• Leveraging PeopleSoft’s Flexible, Mature Architecture
User Experience / Mobility
Analytics / Applications Usability
Cloud / Data Center
Enterprise Security
12. User Experience, Mobile & Usability
What We See Happening
• Pervasiveness of Mobile Devices
• Universal, 24x7 Access
• Responsive Design Paradigms
• Consumer Expectations of
Enterprise Experience
• Q: Browser vs. Native apps
What We’ve Delivered
• Fluid User Interface
• Modular Process Flows
• Responsive Design – not just
scale to fit
• Evolutionary UI Structures
• Activity Guides
• Workcenters
• Related Actions & Content
• Conditional Navigation
• Notification Framework
• Pivot Grids
13. Analytics, Information & Intelligence
What We See Happening
• Application systems are no
longer simply used to
collect “compliance” data
• Users’ familiarity with
information directly affects
its usability
• Analysis >> Task &
Search >> Task
• Big Data integrated with
Operational Data
What We’ve Delivered
• Refactor PS_QUERY as the
basis for virtually all content
access
• Extend Query features for
greater usability (Connected
Query, Drilldown, etc.)
• Pivot Grids
• Related Content, Related
Actions
• Global Search
• Refactor functional processes
14. Alternatives Crystal Reports
BI Publisher
BI Cloud Service
• Oracle’s integrated powerful Reporting & Document
generating tool
• Reduce cost by reducing complexity and higher ease of use
• Oracle’s complete Business Intelligence Platform (includes
BI Publisher)
• Self-Service ad-hoc reporting, Semantic model (store once,
use many), Alerting reporting
• Oracle’s Business Intelligence Platform in the cloud
• Visual Analyses capabilities, Self-Service, Mobile enabled
15. Role of PeopleSoft in the Enterprise
What We See Happening
• Pervasiveness of Mobile Devices
• Universal, 24x7 Access to Company
Resources
• Confidential Information is a Critical
Differentiator for Organizations
• Increasingly Complex Regulations
• Information Risk Strategy and Security
Culture are terms used at the corporate
board level
What We’ve Done
• Secure Application Functionality
• Secure Application Infrastructure
• Secure by Default Initiative
• Help Establish Oracle’s Role in a Secure
Enterprise
• Adopt Oracle Software Security Assurance
(OSSA) Initiative
• Fostering Security Innovation
• Reducing Security Weaknesses
• Reducing the Impact of Vulnerabilities
16. PeopleSoft Approval Framework-Line Level
Approval
PeopleSoft has moved from the traditional workflow to the Approval
Workflow Engine. Approval Workflow Engine (AWE) also known as
Approval Framework is the framework providing capabilities to create,
run and manage the approval processes within PeopleSoft. When the
user submits a transaction, the application hands the transaction over
to Approval Workflow Engine, which will determine the appropriate
approval process definition and then launch the required routing based
on the steps configured.
Editor's Notes
There was no choice what to take in updates and PeopleSoft bundles (patches/fixes) as it was all or nothing.
Upgrades costly and intensive. Upgrade only possible from version x.1 to x.2. In case of older versions one had to reimplement
PeopleSoft Update Manager provides the tools a customer needs to reduce time, effort, and the cost of PeopleSoft application maintenance. On a regular schedule, PeopleSoft will deliver the most current PeopleSoft applications code and objects in the form of a PeopleSoft Update Image on a Virtual Machine. PeopleSoft Update Manager utilizes familiar tools like Change Assistant and Change Packager and provides a way for customers to select what they want to patch to their environment. With PeopleSoft Update Manager:- Your environment does not have to be current on maintenance.- You can select a single fix and have the system automatically find the needed prerequisites to go with that fix.- You can get the current version on fixes by having the system generate a custom change package that suits the current state of your environment.
Change Assistant provides a wizard to set up the Update Manager environment by defining the source and target databases. From Change Assistant, you can access the Update Master to create a custom change package based on the fixes and enhancements selected by the customer.
Customer changes:
First limited update from 1 object
Second complete update from 1 object
Third limited upgrade of all objects
PeopleSoft Update Manager (PUM) is a lifecycle management process that is used with the PeopleSoft Update Manager PIA application (PeopleSoft internet architecture), which runs on the PeopleSoft Image database
PeopleSoft Images are Oracle VirtualBox virtual machines that you download locally. There is one PeopleSoft Image per product family (database instance) and they will be released periodically according to the image schedule posted on the PeopleSoft Update Manager Home Page. The PeopleSoft Image is the master source environment from which you will pull the updated objects, create a custom change package, and apply updates to your environment. The PeopleSoft Image for your application is cumulative so you will download the most current PeopleSoft Image and get all of the updates that you need.
The PeopleSoft Update Manager PIA Application and the PeopleSoft Image work together; the PeopleSoft Image contains the updates and the PeopleSoft Update Manager PIA Application is the searching tool and custom change package definition generator. PeopleSoft Change Assistant orchestrates the entire process flow. Change Assistant is the tool used to analyze and compare changes, to apply the changed objects to your environment, to add in your customizations, and to generate custom change packages.
Change assistant belongs at 2
Peoplesoft on premise model had been working for a very long time. It was costly and expensive but no worse that anyother products like SAP
Then saas came along – if you lined up the cost there were some significant differences –some real some perceived.
If you talk to someone about Saas, one of the biggest benefits claimed is that all customers are on the same release. That is true, to an extent. All customers are on the same release, but they are all configured very differently
If you look at PSFT HCM, the most significant thing is that it has created a common release – 9.2 is a common release, it is the release all customers are on and it is the release PeopleSoft is building new enhancements on –
We know the mechanics of it -
Maintenance always came out on the current code line and there were difficlyties applying, but the big issue was that new enhancements were always done on a different codeline and the only thing the customer could do to get them was to undertake a major release
Line-of-business (LOB) owners and Information Technology (IT) managers must recognize the potential benefits that Continuous Delivery provides and change the way they plan, implement, and roll out change to their users. The organization that embraces this change and realizes the new opportunities LOB and IT have in working together will benefit the most.
What every customer must realize is that their business processes around maintenance and upgrades must change in order to gain the most benefit from the PeopleSoft Continuous Delivery model.
Most enhancements in PeopleTools lead to easy of use, for instance image accessibility:
To start PeopleSoft applications in accessibility mode, a new Enable Accessibility Mode check box is now available directly on the sign in page, which enables you to start that session in accessibility mode.
In App designer no loner a limit to the number of characters in edit boxes
PeopleTools 8.54 adds the ability for BI Publisher PDF output to be updated by users and for the updated content to be submitted to PeopleSoft automatically, ca slo be signed digitally and and checked
All change agent activities are controlled by a wizzard
Fluid user interface:
The PeopleSoft Fluid User Interface supports device-side capabilities for mobile devices such as the embedded camera for image uploads. With PeopleTools, application developers can construct modern mobile applications and deploy them in conjunction with the deep functionality of PeopleSoft applications to create a powerful, dynamic experience for users.
New PIA interface (PeopleSoft internet Architecture) takes care of the configuration of PIA objects like AG (activities guide), workcenters
Activity guides
PeopleTools 8.53 introduces activity guides, which allow application developers to define processes that guide users through a series of predefined actions. Activity guides are often used for infrequent self-service events, such as for on-boarding processes or for benefits enrollment in PeopleSoft HCM. Other uses of activity guides include managing a sequence of configuration or troubleshooting tasks.. Similarly, several other PeopleSoft applications will deliver activity guides in Release 9.2 or in upcoming revisions. They are managed by new definitions of ADS (application data sets)
Workcenters
WorkCenters are designed for specific roles and provide a central area for users to access key components. For example, PeopleTools delivers the Integration Network WorkCenter with an activity guide to guide the setup of Integration Broker
As of PeopleTools 8.53, when navigating within a WorkCenter or from a dashboard, the breadcrumbs include the WorkCenter or dashboard link. In addition, the breadcrumbs can also include search text, related actions, and the persistent search icon. Breadcrumbs refer to the collective sequence of items that appear above the content area when you navigate to transaction pages or navigation pages. The breadcrumbs display the path you took to get to where you are—that is, the page you are on.
PeopleTools 8.53 improves the way WorkCenters and dashboards can be designed and used together. Application developers and designers can now deploy WorkCenter dashboards within WorkCenters to provide better decision support for WorkCenter transactions. This capability combines some of the features and benefits of dashboards with WorkCenter pages.
Conditional navigation
Administrators can configure alternate content reference by specifying conditions
Notification framework
nieuw in 8.54 Push Notification is an event framework that enables PeopleSoft server run time to push data directly to PeopleSoft Pure Internet Architecture browsers. This allows bidirectional full duplex communication between browser clients and server runtime. The feature allows defining individual events or group-related events as collections and provides an API to dispatch events to browser clients. Notification Window uses the push mechanism provided by Push Notification and collates various notifications generated by the system to the window. It categorizes notifications into actions and alerts and allows actions to be performed on the notification items. Approval Workflow Engine (AWE) and Trigger Business Event (TBE) are some of the functional areas that will have their notifications published to the Notification Window.
Pivot grids:
Starting from PeopleTools 8.52, From 8.53 next expansion using the filter drop-down list in the Pivot Grid Viewer page or the Pivot Grid Wizard - Pivot Grid Display page, you are able to select multiple filter values in grids and in charts to filter data on multiple values instead of a single filter value. Works with PSQuery. BI like functionality. Models can als be used on mobile and Component Real-Time Search real time data
PS Query (8.54): PSQuery supports drilling URLs that enable you to navigate to either a PeopleSoft Pure Internet Architecture page, another query result page, or an external page. These drilling URLs can contain context-sensitive bind values obtained from the query result row. For example, a drilling URL enables you to navigate to a component by taking key values from the row where you click a cell. You use PeopleSoft Query - Query Manager to define drilling URLs. When a Pivot Grid model uses a query as the data source, and that query is defined to include the drilling URLs in the query results, Pivot Grid Detail View displays the drilling URL results.
Pivot delivers from 8.53 bidet huge flexibility and functionality, for instance drill down from aggregated data, also from a chart, also dragging and dropping slice and dice, filters etc. Met fluid mode can the view configures. Note! Real time data. This is a difference with data warehouses.
Related content
The PeopleSoft Related Content Framework enables developers and subject matter experts to link application pages with contextually relevant collaborative content
Global search Global Search, initiated from a global search bar, provides an alternate navigation mechanism that bypasses the classic PeopleSoft navigation. The Keyword Search Page feature allows keyword-based searches from a Keyword Search page that appears within an administrative component. Both searches target the PeopleSoft pages and components as if you navigated directly to them while providing flexibility in searching. Data is secured so that search results return only data rows to which the user has role and permission list access. Users can choose to display the search results in list or grid format.
Also a app engine (8.54) reporting system plug in:
no SQR, CR, RTF of XML only PeopleCode (80% generated). Only PeopleCode in auto generated template, flexible from databases or flat files. Simple reports and print API’s
