Cedar Consulting provides their top 5 tips for a successful upgrade to PeopleSoft 9.2: 1. Simplify customizations and testing strategies before upgrading. 2. Review architecture and confirm hardware, software versions and environments. 3. Adopt the new Fluid user interface for responsive mobile access. 4. Leverage regular PeopleSoft Update Manager releases to get fixes and stay current. 5. Access new features like WorkCenters and plan post-upgrade optimizations over 3-5 years on the 9.2 platform.

1. Upgrading to 9.2 - Setting yourself
up for success
3rd March 2016
Sarah Hurley
Cedar Consulting

2. Setting Yourself Up For Success
Cedar have completed 12 9.2 upgrades with 4 more in flight
With a wealth of experience across many clients, we wanted to share our
top 5 tips on getting a head start before your upgrade and beyond

3. Our Top 5 Tips on Upgrading to 9.2
1.Simplify
2.Review your Architecture
3.Get a better UI
4.Get Regular Fixes
5.Access New Features

4. 1. Simplify – Your System
 Review your customisations early and see what can be retired
 If not retired, what can be made cleaner?
 Could the customisation be reworked as a bolt on?
 Review your reporting strategy
 Can in line pivots replace any existing reports?
 BI Publisher replaces Crystal Reports – get a head start

5. 1. Simplify – Your Test Strategy
 PUM requires more regular repeatable testing
 Develop a PUM strategy early on
 Use the upgrade as an opportunity to capture and document
these tests
 Consider setting up and using PeopleSoft Test Framework

6. 2. Review Your Architecture
 Revisit your architecture early on
 Is Cloud an option for you?
* Check out Graham Smith’s session at 12h10
 We always arrange an architecture Workshop
 Confirm the hardware
 PT, Image, OS and DB versions
 Confirm environments required

7. 3. Get a better UI - Fluid
 Fluid was delivered with 8.54
 It makes PeopleSoft mobile
 Responsive interface - one component works on a PC, tablet or
phone
 It resizes automatically and reacts intuitively based on the
technology

8. 3. Get a better UI – Classic Manager Dashboard

9. 3. Get a better UI – Fluid Manager Dashboard

10. 3. Get a better UI – Fluid Approvals

11. 3. Get a better UI – Fluid Roll Out
 Classic is still provided by default for most pages
 Many pages fluid enabled at 9.2, but must be activated
 All new pages will be delivered as standard in fluid
 Existing pages are be converted and released in PUM images
* Check out Simon Hird’s Fluid session at 14h40

12. 4. Get Regular Fixes – The PUM
 PeopleSoft produce a new image roughly every 3 months
 Images are cumulative
 During an upgrade, you stick with an image version for stability
 Oracle issues found in System Test or UAT are taken ad hoc
 When applying individual fixes, they have linked fixes

13. 4. Get Regular Fixes – The PUM
 Oracle certifies 9.2 upgrades on certain Image versions
 If going to a higher Image, the upgrade is a two step process
 Demo will be at the latest image selected
 An IP database will be required for future MTPs that capture
tools objects at the upgrade certified version

14. 4. Get Regular Fixes – The PUM

15. 5. Access New Features – In addition to the PUM
 Out-of-the-box WorkCenters to increase user job effectiveness
 Mobile Capability
 Informative guides and resources to help the end users
functionality
 Global search and guided navigation will help enhance user
efficiency

16. 5. Access New Features
 What type of upgrade are you planning?
 Any key features to leverage during the upgrade?
 Technical upgrade to reduce risk?
 Then a 3 – 5 year 9.2 optimisation plan post upgrade
9.2 gives you the platform for future enhancements, wherever your
users are and whatever they need – But you need to get there first!

17. Our Top 5 Tips on Upgrading to 9.2
1.Simplify – System and test strategy
2.Review your Architecture – Cloud? Architecture workshop
3.Get a better UI – Fluid roll out
4.Get Regular Fixes – PUM strategy
5.Access New Features – 3 year optimisation plan