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© 2007 Newmerix Corp.

PeopleSoft Testing: Taming The Two-Headed MonsterSandy WelpRegional Sales Director

© 2007 Newmerix Corp.2

Newmerix

The Newmerix product suite reduces the cost and complexity of managing the ongoing, extensive changes inherent in packaged

application environments. Our solution results in greater visibility and control over the application

lifecycle and improved business agility.


Agenda

■ What Drives Testing in PeopleSoft Environments

■ Roles in PeopleSoft Change Process

■ The PeopleSoft Testing Challenge

■ Introduction to Business Process Documentation (BPD) Features in Automate!Test

■ How to Maximize the Benefits of BPD

■ Introduction to Test Script Maintenance Features in Automate!Test

■ Summary

■ Q&A session


Enterprise Applications Require Change

Business Process Changes● Overcome Competition● Improve Service● Cut Costs

Vendor Driven Changes from Oracle and SAP● New Applications● Patches

● Improve Quality● M&A

● Support Packs● Upgrades

Compliance and Best Practices● Federal, Provincial, and Municipal Regulations ● Best Practices (COBIT, ITIL, COSO)


Roles in the PeopleSoft Change Process

DEMO DEV TEST PROD

Test Scripts

Approvals

Technical Team Requirements / Changes Functional Team Requirements and Test Scripts

Test Scripts

Functional / Management Sign-off

Approvals


The PeopleSoft Testing Challenge

The Two-Headed Monster

of PeopleSoft Testing:

How to seamlessly and painlessly involve both business users and business analyst/technical users

in testing your PeopleSoft applications


Business and Technical Users Bring Distinct Knowledge and Skills to This Challenge

DevelopersBusiness User Test ScriptDeveloper

Business Process Expertise

PeopleSoft Application Knowledge

Functional Testing Skills

Automated Test Script Development Skills


The PeopleSoft Testing Challenge

Effectively creating and maintaining the automated test scripts…

■ Capturing the expertise of business users● Without this knowledge, your testing team can only test the obvious or

the familiar● If you could document your business users’ process knowledge, you

could turn that knowledge into automated test scripts● If you could document the resulting automated test script, the business

user can verify it adequately meets the requirements■ Maintaining the scripts

● Requires input from both functional and technical teams ● Required to truly understand the impact of change● Without this knowledge errors are made in production either through

lack of knowledge on scope of change or downstream effects of a change.

● If you could accurately and easily understand the impact of technical changes, you could turn that knowledge into updated automated test scripts.


What Are Your Options?

■ Script Creation● Ad-hoc approach● All manual approach using spreadsheets and/or process

documents● Automated approach using non-PeopleSoft tool● Newmerix Automate!Test with Business Process

Documentation■ Script Maintenance

● Good documentation from vendor● Forms/communication between functional and technical

teams● Manual analysis● Newmerix Automate!Test with Test Script Maintenance and

Business Process Documentation


Business Process Documentation Features in Automate!Test

Feature Description BenefitManual Capture Screen captures with highlighted

actionsAutomatically generated page titlesBuilds thumbnail page

Painless capture of business processes by any user

Capture on Test Script Playback

Automatic capture from any pre-recorded test script

Automated business process documentation

Document Editor Remove pagesCustom titlesFull RTF annotation editor

Process documents tailored to specific user needs

Document Publishing

Publish any captured business process to Microsoft Word document with a single click

Standard business document format


Overview of Business Process Documentation (BPD) Functionality

■ Manually capture steps in the employee hire process using BPD within Automate!Test’sFunctional Interface● Manually capture process steps

● View process steps in BPD document editor

● Publish “Employee Hire Process” document


Capture Business Process Steps


View Process in BPD Editor

Annotate each process step

Highlight the specific action being taken

See thumbnails for each step


Publish to MS Word


How to Maximize the Benefits of BPD

■ BPD not only makes it easy to capture business users’knowledge for robust automated test script development, it also provides many other benefits● Captured processes can be documented according to

your process or policy for training users and new employees and automated testing

● Automated test scripts are now self documenting● Published documentation supports consistent execution of

manual tests when automated testing is not an option● When a PeopleSoft user encounters a problem, BPD can

be used to capture the exact user actions leading up to the problem, providing the information needed for resolution

● Published documentation supports audit and compliancerequirements


Overview of Test Script Maintenance Functionality

■ Test Script Maintenance Steps● “Snapshot” your current test structure● Make changes to environment(s)● Run Automate!Test Script Maintenance to map changes to

each automated test script based on technical changes to component, page, record, field, PeopleCode

● “Work” the checklist provided to update your automated test scripts

● Update your testing documents by re-running the script● Post your updated testing documents to a common

repository for everyone’s use


Newmerix Automate!Test Script Maintenance

PeopleSoft metadata objects that have changed

Test Script lines related to metadata object that changed

Description of change type and how it will affect testing


Update Test Documentation Based on Changes in Scripts


Post Your New Test Documents


Summary■ Automate!Test…

● … is the first testing application specifically designed for the environment, people and technology of PeopleSoft installations

● … enables business users to create visual documentation of business processes that can be shared with testers

● … enables both the functional and technical teams to work together based on automated data collection to seamlessly update test scripts and business process documentation.

■ Newmerix makes it painless to involve both business users and technical users (testers) in testing your PeopleSoft applications

Finally, one product designed for both heads of the Monster!


Q&A Session

Please submit your questions or comments

For questions or a copy of the presentation:[email protected]

(refer to “The Two-Headed Monster Webinar”)

To schedule a demo:Newmerix Sales ([email protected])

(303) 350-3900

Additional Newmerix PeopleSoft resources:www.newmerix.com/peoplesoft

mailto:[email protected]

mailto:[email protected]