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Oracle’sPeopleSoftEnterpriseHumanCapitalManagementupgradeplanning
Tools and techniques for the upgrade decision
Mike CurtisIBM Oracle International Competency Center
September 2012
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation
Table of contents
Change history ......................................................................................................................... 1
Abstract..................................................................................................................................... 2
Introduction .............................................................................................................................. 2
The process .............................................................................................................................. 2
The PeopleSoft Enterprise HCM Cumulative Feature Overview Tool..................................................... 2
Estimating hardware requirements .......................................................................................................... 5
Summary................................................................................................................................... 9
Trademarks and special notices ........................................................................................... 10
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 1
Change history
Version Date Editor Editing description
1.0 09/15/2012 Patrick Moore Original version
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 2
Abstract
Understanding the information and tools available to help you analyze and justify the need toupgrade to a more recent version of the PeopleSoft Enterprise Human Capital Managementapplication can significantly speed up the decision process and help the final decision to be thecorrect one.
Introduction
Upgrading application software is required at some point for all customers, and like any other business
decision, it needs to be justified. That justification process is fueled by business requirements, support
requirements and upgrade costs for software, hardware and staffing needs. Gathering the information to
get approval for the upgrade project can be challenging, but by following some basic steps it can be
accomplished. For PeopleSoft Enterprise HCM, the HCM Cumulative Feature Overview Tool makes it
quite easy to determine the new application features that have been introduced in each new release. The
software costs and supported levels can be obtained from the software vendors. Critical to the decision
process is being able to quantify the impact of the upgrade on the existing environment to determine if a
hardware upgrade is required. If an upgrade is needed then the total cost of the software can be
determined. By analyzing existing benchmark data, or by using the IBM upgrade sizing process for
PeopleSoft Enterprise, the hardware requirements for the upgrade can be estimated. Staffing needs are
different for each customer so each customer would have to supply those cost estimates. This paper
discusses the upgrade process and attempts to give customers tips, techniques and tools to assist that
process.
The process
When there is reason to evaluate a possible upgrade of application software there are usually at least two
and sometimes three or more upgrade possibilities. For purposes of this paper, PeopleSoft Enterprise
Human Capital Management was chosen as the focus for this exercise as it is one of the most prevalent
PeopleSoft application suites in the marketplace today. Many customers are still running on the HCM
8.xx codeline and are evaluating the upgrade possibilities. At this time there are two releases available
from the 9.xx codeline, V9.0 and V9.1. There is also planned to be a V9.2 release sometime later this
year. Given the multiple choices, the first choice is likely the upgrade that gives the customer the
business functions required.
The PeopleSoft Enterprise HCM Cumulative Feature Overview Tool
Finding the needed functions and what release of a particular product introduces those functions can be a
tedious process. Oracle has a great tool to help customers evaluate feature and function differences
between releases of HCM. By going to the following location customers can take advantage of this HCM
Cumulative Feature Overview Tool:
https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=793135.1
Note this tool is available on the “My Oracle Support” website, a valid login and password isrequired to access the tool.
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 3
Figure 1. HCM Cumulative Feature Overview Tool
Once the tool is invoked by opening the Excel spreadsheet titled
“HCM_Cumulative_Feature_Overview_Tool.xls”, you can choose the PeopleSoft Enterprise HCM product
or products you are interested in and the source and target releases. For the purposes of this exercise
the Human Resource application and the North American Payroll application were selected. PeopleSoft
HCM 8.9 was chosen for the current release and release 9.1 was used for the target release.
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 4
Figure 2.Selecting the HCM product, current and target releases
Then click on the “Run Report” button to generate the comparison report as shown in Figure 3.
Figure 3. Generating the comparison report
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 5
This comparison report shows the available new features and functions that became available between
the current release and target release, and notes the release in which the features first became available.
With this information the customer can make an educated decision about which HCM release to target for
their upgrade project in order to obtain the required functions. For our example the report that is
generated is 13 pages long. Figure 4 shows a sample page from the report. Notice the product and
detailed feature description and the first release the feature became available.
Figure 4. Sample page from report
Estimating hardware requirements
With this information you can now move on to estimating the hardware requirements for your planned
upgrade. One way to estimate hardware costs is to look at existing benchmarks. The benchmarking
exercise gives significant performance information as well as sizing data. PeopleSoft benchmark results
are documented in a benchmark report detailing the benchmark criteria, workload descriptions,
transactions executed, and performance statistics, and are posted at:
http://www.oracle.com/us/solutions/benchmark/apps-benchmark/peoplesoft-167486.html
Normally a benchmark report is accompanied by a tuning white paper documenting system and database
settings used during the benchmark process and noting any changes made during the process, along
with their impact on results. This paper can be very helpful to customers, allowing them to see the actual
system settings to help guide them in their own implementation or upgrade efforts. By using the
benchmark performance report data customers can see the impact of specific upgrades. For this
example the performance of PeopleSoft Enterprise Payroll V9.0 was compared to V9.1. The following
table depicts the comparison:
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 6
PayrollV9.0
PayrollV9.1
Paysheet
Average Clock Time (Min) 6.4 5.7
Average CPU (TCB) Time(Min)
1.84 1.64
Average % CPU Busy 28.3 26.9
Average I/Os per sec 1562 1560
Average I/O resp time (MilSec)
1.6 1.48
Peak I/Os per sec 2508 2080
Paycalc
Average Clock Time (Min) 31 32.5
Average CPU (TCB) Time(Min)
22.27 23.86
Average % CPU Busy 67.1 68.9
Average I/Os per sec 1566 714
Average I/O resp time (MilSec)
0.88 0.96
Peak I/Os per sec 2235 932
Payconf
Average Clock Time (Min) 21.6 23.55
Average CPU (TCB) Time(Min)
16.6 15.6
Average % CPU Busy 71.2 64.3
Average I/Os per sec 2596 1519
Average I/O resp time (MilSec)
1.2 1.34
Peak I/Os per sec 3230 1625
DDP001
Average Clock Time (Min) 3.5 2.5
Average CPU (tcb) Time (Min) 1.75 2.1
Average % CPU Busy 44.2 65.5
Average I/Os per sec 1875 385.5
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 7
Average I/O resp time (MilSec)
0.56 1.3
Peak I/Os per sec 1895 539
DDP003
Average Clock Time (Min) 18 18.7
Average CPU (TCB) Time(Min)
14.97 14.7
Average % CPU Busy 78.1 71.4
Average I/Os per sec 2278.4 1103
Average I/O resp time (MilSec)
0.54 0.57
Peak I/Os per sec 2330 1291
Table 1. PeopleSoft Enterprise Payroll benchmark comparison
After reviewing these benchmark results, it is easy to see that the difference between upgrading to V9.0
versus V9.1 is very small, performance and resource wise, and the cost, from the processor usage
perspective, was very small, probably not requiring a CPU upgrade. Consequently, it would likely be
better from a support perspective to go to V9.1 because support for this version would be available longer
and there are more features and functions available in that release. Hardware and software costs for this
upgrade would appear to be small, and possibly zero.
This process, while time consuming, is fine if you have the time AND can find published benchmark
reports from which to extract the required data. However, if you would rather rely on IBM expertise and
benefit from years of experience with PeopleSoft Enterprise performance analysis, based on both
published and unpublished benchmarks, you can, at no expense to you, utilize the PeopleSoft Enterprise
upgrade sizing process. For a description of the upgrade sizing process visit:
http://www-03.ibm.com/support/techdocs/atsmastr.nsf/WebIndex/PRS1551
This process has been used by customers for many years and has evolved into its current state with
feedback from customers and technicians. Its evolution continues with each release of PeopleSoft
Enterprise applications and with each improvement in hardware technology or software release from IBM
to provide outstanding planning information for customers. Take a look at the detailed sizing
questionnaire to appreciate the depth of information analyzed to give customers the best possible
upgrade planning information:
http://www-03.ibm.com/support/techdocs/atsmastr.nsf/WebIndex/PRS1617
By using the IBM Techline ISV Solutions Sizing Team, the group within IBM that executes the upgrade
sizing process, customers can easily obtain upgrade planning estimates, at no cost to them. A
customized sizing report is sent to each customer that requests a sizing estimate.
Once the sizing process is complete the possible need for a hardware upgrade can be evaluated and, if
needed, the accompanying software upgrades determined.
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 8
At this point the PeopleSoft Enterprise upgrade release is known and the hardware and software costs
have been estimated. All that remains is the staffing estimates and the upgrade proposal can be
completed and sent for approval.
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 9
Summary
Upgrading software can be painful, but in many cases very necessary. The best approach to planning for
an upgrade is to utilize any available tools and techniques to help make it as painless and as reliable as
possible. With PeopleSoft Enterprise applications and IBM, the answer is use the existing tools and
information discussed in this white paper to obtain the most accurate information to estimate the total cost
of the upgrade so that management can make the correct decision.
Oracle’s PeopleSoft Enterprise Human Capital Management upgrade planninghttp://www.ibm.com/support/techdocs© Copyright 2012, IBM Corporation 10
Trademarks and special notices
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