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Crocus Upgrade Lab

Crocus Upgrade Lab

2 March 2012

Crocus has many years experience of upgrading PeopleSoft systems, whether Financials, HCM or Payroll. We have now combined our experience to create an upgrade laboratory at our offices in Leicester. For Further information on the upgrade lab please contact or call +44 (0)116 255 4350.

Crocus Consulting Ltd

Let us take away a copy of your PeopleSoft, on either Oracle or MSSQL, upgrade it to the latest release through our standard process and methodology and return it to you for testing. 

We also offer the option to host the new version for you to further reduce the cost of the project and reduce the cost of ownership.

This represents a risk free, low cost, low hassle way to bring your system up to the latest release.

Why Upgrade?

Why should you upgrade to the latest release of PeopleSoft?  How can you justify the expense and effort of the project?  Here are some ideas.

1.    From a strategic perspective running business critical applications on unsupported releases is highly questionable.
2.    By moving to the latest release you gain access to the most up to date functionality
3.    The latest release of PeopleSoft also sits on a more advanced technology platform which is fully supported.
4.    Once on the latest release you can gain access to hot fixes and security updates that don’t apply to earlier releases.
5.    Oracles new OBIEE analytics products work seamlessly with PeopleSoft 9.1
6.    PeopleSoft 9.1 is a good launching platform to take you to the new Fusion line of products from Oracle because the middleware on which they run is the same.

Anatomy of an upgrade

It is important to understand the anatomy of a PeopleSoft upgrade as it is not what you might expect!  The PeopleSoft instance is effectively upgraded in situ.  So the data remains intact while the system is rebuilt around it.  This is how it works:

Step 1: Procure and setup the new hardware and OS environment.  Peopletools 8.5 onwards requires a 64 bit operating system, and is compatible with Oracle release 10G onwards, MSSQL 2008 onwards, Red Hat Linux V5, and Windows Server 2008 onwards.

Step 2: With the hardware operating system and RDBMS in place, install a Demo instance of PeopleSoft latest release.

Step 3: Take a copy of the current production system, including PS_HOME at a known date and time and load it into the new environment.  This requires a database upgrade step on the copy instance.  Run SYSAUDT and DDDAUDIT to identify any existing anomalies in the system before attempting to upgrade.

Step 4: Perform a Peopletools upgrade on the Production copy to bring it to the same level of tools as Demo.  This is in order for it to be able to communicate with the Demo instance in order to perform the Compare

Step 5: Perform Compares.  This is an object level comparison between the old version copied from Production and the new Demo instance.  It reveals several things but most importantly it will identify any customisations that are present in the existing system.

Step 6: Analyse the customisations identified and perform an exercise to determine what to do with them.  Will they be kept or can they be left behind?

Step 7: Perform the Application upgrade.  This involves running a number of scripts including datamovers, table creates, table alters, building indexes etc.  Following this step you will have a copy of your data within a vanilla PeopleSoft system upgraded to the latest release.

Step 8: Re-apply essential customisations including integrations to other systems and feeds.

Step 9: System Test, this is where the project team tests the system from end to end to ensure that it all hangs together from a technical perpective.

Step 10: User Training, acceptance and operational testing.  This is the point at which we will return the system to the customer team for training and testing.

Step 11: Go live

What are the options?

The objective of the upgrade lab is to make upgrades as risk free, low maintenance, and as cost effective for our customers as we can.  Crocus has performed many upgrades in our 11 year history and we are experts in this field.  The idea is to take away as much of the aggravation surrounding this process as we can.
We can mix and match the way we perform the upgrade depending on factors such as whether we host the upgrade or not, how much technical involvement the customer wants etc.  However the main thrust of this is to leave the technical heavy lifting to us and then bring your team in to test the system.

We will analyse your system up front work with you on which approach works best for your company and give you a fixed cost for the upgrade.