Prepared by:
Session ID:
PeopleSoft Test Framework
Joel Thilburg
Managing Partner
JOLT Advantage Group
@joltadv
Selective Adoption Made Easy with PeopleSoft Test Framework
102060
Levi Lewis
Business Analyst
BTRG
@btrg
Presenters
Joel Thilburg Managing Partner, JOLT Advantage Group 15+ years implementing and upgrading PeopleSoft applications PTF, OATS, HP, IBM, MS TFS, and UPK Actively supporting in Oracle, Quest, OAUG and LinkedIn Communities
JOLT Advantage Group Energized Testing, Training and End User Adoption
PeopleSoft Project Team Training Implementation Resources Application Testing End User Training Performance Support
Presenters
Levi Lewis Business Analyst, BTRG 3+ years production support for PeopleSoft applications PTF, HPQC, and UPK
BTRG Oracle Platinum Partnership BTRG is distinguished as an Oracle Platinum Partner, the highest
partnership obtainable by a company of our size. Core PeopleSoft Expertise Flexible Methodology & Approach Responsive Top-Tier Resources Multi Industry Experience
Agenda
Time, Effort, Cost and Business ImpactsTesting
Challenges
Why Test Automation?Test
Automation
Overview and Use CasesWhy PTF
Key Components of PTFWhat is PTF
PTF in ActionDemonstration
Audience Q&AQ&A
Common Issues with PeopleSoft Testing
Common Issues
Manual Processing
• Test Design, Preparation, Execution, Tracking and Reporting
Excel, Excel, Excel
• Test Scripts, Test Data, Test Logs, Test Outcomes, Reports, Excel Tracking Excel
Inconsistent Test Data
• Spreadsheets, Users minds, Queries and Emails Data Not Reusable
• Stale Test Scripts, Test Data, Undocumented Processes, Tribal Knowledge
Labor Intensive Test Management
• Emails, Excel logs, Daily Meetings
Testing Expectations and Impacts
Executives Minimal disruptions to the business while keeping systems current
Answerable to board, shareholders, employees
End Users PeopleSoft works after changes are applied
Any disruption could mean loss of revenue, delay in payroll, etc
Analysts PeopleSoft changes are tested before moving to Production
Re-work for bugs, incorrect configurations, delays
Developers PeopleSoft is tested to design specifications before release to UAT
Re-work for bugs, project delays, code quality
Administrators PeopleSoft change management and system maintenance are smooth
Extra work to copy, restore, support and maintain
Selective Adoption
PUM IMAGE
Patches and Fixes
New Features
Regulatory and Tax Updates
Tools Updates
New PeopleSoft Image approximately every 8 weeks
Selective Adoption Strategy
Change in Implementation and Upgrade Philosophy
•Business defines change package by reviewing new features
•PeopleSoft apps are dynamic and responsive
•Configure not customize – reduce customizations!
Create a Schedule and Scope Each Release
•Schedule based on preference, resource availability, business cycle and not PI release
•Define frequency and scope of change with each release
•Quicker turnaround, bigger impact, more business value
Create a Test Automation Strategy
•Automate testing to apply updates faster
•Testing must be consistent, accurate, efficient and auditable
•Build repeatable auditable tests
•Establish a centralized test instance
•Make tests dynamic
Impact of v9.2 Selective Adoption
1 Test More, Test Often Multiple PUM Images each year Bugs Fixes, New Features and PeopleTools
2 Business Driven Change Evaluates, approves and drives schedule IT has to enable and support this new
methodology
3 Faster Deployments Test and Release in
days/weeks instead of months Proactive vs Reactive
4 Higher Level of Quality Increased Test Coverage Reduce Bugs More Regression Testing
Why PTF?
1. You Own It• PTF is part of your
PeopleTools licensing (8.51 or higher)
• No additional costs
2. Integrated with PeopleTools• Use tools metadata to record, store
and log tests
3. Easy to Learn• Your current PeopleSoft functional and
technical teams can pick this up quickly
4. Record and Playback• Record and playback feature• Edit, copy and modify tests• Integrates with Process Scheduler,
Data Mover, and PS Query
5. Easy to Maintain• Identifies customization
and impacted test scripts
• Mass update• Migrate tests as
PeopleSoft App Designer projects
PTF
More Tests – Greater Accuracy – Shorter Time
What is PTF?
PTF is….
Functional test automation tool
A easy to use record and playback tool
Integrated with PeopleTools
Facilitates test script change impact analysis
PTF is not…
A technical tool
User Interface or browser testing tool
Performance or load testing tool
Tool to validate non-PeopleSoft objects
PTF Implementation
Install and Configure
• Simple Instructions in PeopleBooks
• Oracle UPK Pre-built Content on PTF
Record and Automate
• Create Tests
• Record Test Cases
• Automate Test Cases with Shell Tests
Execute and Analyze
• Execute Tests
• Manage Logs with Log Manager
• Log Viewer
Maintain
• Test Maintenance Report
• Test Coverage Report
• Upgrade Tests with PT Upgrade tool
• Test Compare and Matrix reports
Requirements
Database connection and secure HTTPS connection through Integration
Broker Web Services
PTF Client instance on a Microsoft Windows workstation with .NET
framework and IE
Internet access to PeopleSoft
PTF Demo
PTF Demo
Explore the
PTF Client
Create the Test
Record the
Test Case
Edit and Optimize the Test
Case
Execute the Test Case
Review and Debug
Using a Shell Test
Shell Tests are:
Used primarily to call other tests
Used to call library tests, data mover scripts (datamover.exe), run queries (Query.exec)
Enables you to test business processes
Using a Library Test
Repeatable steps can be isolated and moved to a library test and called out within another test.
A library test cannot be executed by itself
It must be called by another test
Parameters can be passed when calling a library test
Using Variables
Variables are used within a test, prefixed by ‘&’
System Variables are pre-defined variables, populated by PTF at runtime.
Reserved Words
Example: #TODAY mean current date, #CHECK# means verify the data
Persistent Variables are used between tests, stored in the database.
Using Conditional Logic
PTF’s Logic Steps include:
• Conditional Steps: If_Then, Else and End_If
• Looping Steps: Do, For, While, Exit_Loop and End_Loop
Incorporating Scroll Handling
Example: Test to verify whether the user has the role ‘PTF Administrator’
PTF references a field on a scroll by the field name and the row number
To incorporate scroll handling in PTF tests:
Create Key_set > Create an Action Step > Use Index variable > Specify Scroll ID
Handling Application Messages
Message Recognition feature
PTF will respond to messages, such as warning or error messages.
Test Reports Management
•Generates a comparison between the PTF test metadata before and after upgrade to identify object changes
Test Maintenance Report
• Identifies which objects included in the change project are referenced by PTF tests and objects with no test coverage
Test Coverage Report
•Shows the difference of every step between old test and new test after a test is moved to the a PeopleSoft Database
Test Compare Report
•Contains details for a PTF test and its associated test cases, including comments in rich text format with images
Test Details Report
Test Maintenance Report
Test Maintenance Report
Test Coverage Report
What’s New..
8.53 8.54 8.55
PTF Explorer/Tree enhancements
Mass Update Test development and execution enhancements
Syntax validation Interact with App Designer projects
Test administration enhancements
Context-sensitive help for parameters
Filtered views Multi-browser support
PTF report enhancements Report enhancements
MsgBox and Command step type
Usability enhancements
Variables in quotes
Ability to download file
Log Manager enhancements
Export logs to XML
Best Practices
Schedule your PUM (proactive versus reactive)
Scope your changes
Create a standardize naming convention for PTF library
Record whenever possible to maximize test coverage
Do not use in Production
Document tests (test/test case descriptions and comments)
Optimize tests
Use page prompting
Make tests dynamic (conditional logic, preserved words, variables)
Reduce duplication (create multiple test cases to test different data sets)
Q & A
• Easy Record and Playback
• Save Time and Money
• Integrated with PeopleTools
• Easy Migration between Environments
• Test Maintenance and Coverage Reports
• Efficient Automation
PeopleSoft Test Framework
Session ID:
Please complete the session evaluation
102060