Phase II:

Technical Road Map – PS HRMS Upgrade Project

Upgrade from PS HRMS 8.3 to PS 8.9 MP1

  Build environment to support upgrade

Creating upgrade environment using BEA Tuxedo, Jolt, Weblogic, reports, UNIX, COBOL and File Server
Copying PS HRMS 8.3 production instance, to be considered “TARGET” instance
Creating demo instance of PS HRMS 8.9 MP1, to be considered “SOURCE” instance
Creating upgrade environment for upgrade process using change assistant
Applying tax bundles to Demo instance PS MP1
Applying all upgrade patches to Demo instance PS MP1

Initial Pass: Utilizing PeopleSoft Change Assistant for the upgrade from PS HRMS 8.3 to 8.9 MP1 to execute initial pass, bringing customer’s instance to release 8.9 MP1 and PeopleTools release 8.47

All customization/development activities will be carried out during initial pass.
Unit testing will be conducted for upgraded system.
Conversion programs will be fine-tuned during initial pass upgrade to ensure smooth conversion process from
   PS HRMS 8.3 to PS 8.9 MP1.
All other legacy interface developments and third party connectivity including mainframe SAR Report delivery    system will be configured and checked.
All public queries and other bolt-on applications will be upgraded.
Latest maintenance pack will be applied on upgraded PS 8.9 MP1.

Test Move Pass 1: This test move pass will ensure that data conversion in the cutover to production can be completed within a reasonable timeframe.

After initial pass to make sure changes to setup information are consistent, setup information will be copied to    another database instance.
System test will be conducted to ensure completion of upgraded system PS 8.9 MP1. This will ensure
Accurate customization application
Accurate customized queries application
Data validation

Test Move Pass 2: upgrade pass will be performed for fine-tuning of scripts and entire application

All security options will be defined and security will be built on newly upgraded system during test move pass
To save time during go-live window, generated SQL scripts will be fine-tuned
Integration testing will be performed on all third-party applications and interfaces to ensure there is no impact on    upgrade and that solution meets all necessary requirements.
Conduct successful performance tuning of system.
Parallel test conducted to ensure the performance criteria and solution meets all the necessary requirements for    a cutover to production. This will be done for 2 pay cycles to ensure smooth functioning of upgraded instance.

  PeopleSoft 8.9 Test Instance

Copy of the pass 2 database will be set up for this test instance. This instance will have completed data migration. The modules in scope are Core HR, Base Benefits, Benefits Administration, Payroll for NA ,Employee Self Service, eProfile, ePay, eBenefits and eRecruit

User acceptance testing
Complete regression testing to ensure there is no impact on upgrade and that solution meets all necessary    requirements for a cutover to production
Delta training will be conducted by for core project team members
The 6 PS 8.9 MP1 environments to be provided to customer are
Development
System
Configuration
Quality Assurance
Training

  Production Cutover Technique – Execute production cutover plan

Conduct a move to production pass on the PeopleSoft 8.9 MP1 Instance.
Execute data migration scripts to migrate data from PeopleSoft 8.3 Instance to PeopleSoft 8.9 MP1 Production    Instance.
Apply additional configuration setups.
Go-Live.
SERVICES

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