psft upgrade
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Enable Your Organization to Succeed and ThriveMultiple Updates a Year, Adopted at a
Low Cost without Upgrades
PeopleSoft Selective Adoption
2015
2020
2019
2018
2017
2016
Traditional Delivery, Upgrade Driven AdoptionYour 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
Enabling Change• PeopleSoft Update Manager
CUSTOMER
CUSTOMER
Creates Changes Packages ChangesCUSTOMER
Consumes Changes
CUSTOMER
Oracle Packages Changes That All Customers Use
PRIOR TO PEOPLESOFT 9.2
Manage Change on Your Terms• PeopleSoft Update Manager
CUSTOMER
CUSTOMER
CUSTOMER
CUSTOMER
Creates Changes Packages ChangesCUSTOMER
Consumes Changes
Customers Package Changes Tailored to Them
WITH PEOPLESOFT 9.2
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
ProductionCustomer 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
• New Features without UpgradesSelective 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]
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
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.
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
Innovation, Adoption, Evolution• Leveraging PeopleSoft’s Flexible, Mature Architecture
User Experience / Mobility
Analytics / Applications Usability
Cloud / Data Center
Enterprise Security
User Experience, Mobile & UsabilityWhat 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
Analytics, Information & IntelligenceWhat 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
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
Role of PeopleSoft in the EnterpriseWhat 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
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.