PT Roadmap 2011 - Overview[1]

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PeopleSoft Technology Roadmap

Scott Schafer

Oracle, Senior Product Strategy Manager, PeopleTools Strategy

The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not be

relied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracle’s

products remains at the sole discretion of Oracle.

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Program Agenda

• Delivery Model

• Release Planning

• 8.50 & 8.51 In Review

• 8.52 And Looking Forward

• Questions

PeopleTools Roadmap

• Consistent, annual PeopleTools releases

PT8.50PT8.50 PT8.51PT8.51 PT8.52PT8.52 PT8.53PT8.53 PT8.5xPT8.5x

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8.528.51

PeopleSoft Investment StrategyDeliver Timely Additive Solutions That Are Easy To Adopt

STRATEGY

• Add Capabilities to Current Application Release

• Annual PeopleTools Release Cycle

• ~3 Year Applications Major Release Cycle

OBJECTIVES

• Continue Delivery of Value-Add Capabilities

• Provide Capabilities More Frequently

• Enable Feature Adoption without Upgrading your Application

Feature Pack

Feature Pack

8.50

9.1

PeopleTools

Applications

8.53

9.2

8.558.54

Feature Pack

Feature Pack

8.56

9.3

PeopleSoft Investment StrategyWhen Should We Upgrade?

PeopleTools

Applications

8.528.51

Feature Pack Feature Pack

8.50

9.1

8.53

9.2

PeopleTools Patch Support

• Each PeopleTools version will be patched until 12 months after the NEXT version is released

• Critical Updates (CPU’s) will be produced for 12 months beyond that

8.50 Patch Support begins at GA

And continues until 12 months after 8.51 GA

CPU’s for 12 additional months

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PeopleTools

Applications

8.528.51


8.50

9.1

8.53

9.2

Ideal Upgrade Frequency – In-Sync

• Synchronized with PeopleTools’ annual releases

• Tools Upgrade go-live prior to end of Patch Support

• Subsequent Tools Upgrade go-live during its Patch Support and prior to end of prior release’s Critical Patch Support

8.50 Patch Support 8.50 CPU Only

8.50 8.51

Ideal 8.50 Go-LiveIdeal 8.50 Go-Live



PeopleTools

Applications

8.528.51


8.50

9.1

8.53

9.2

Alternate Upgrade Frequency – Skip One

• Tools Upgrade go-live prior to end of Patch Support

• Subsequent Tools Upgrade go-live during its Patch Support and prior to end of prior release’s Critical Patch Support


8.50

Ideal 8.50 Go-Live

Ideal 8.50 Go-Live

8.52 Patch Support

8.52

Ideal 8.52 Go-Live

Ideal 8.52 Go-Live

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Program Agenda

• Delivery Model


• 8.50 & 8.51 In Review


• Questions

PeopleSoft Economics

ValueValue ==Cost1 + Cost2 + …Cost1 + Cost2 + …

Ben1+ Ben2+ … Ben1+ Ben2+ …

• Benefits are not always monetized

• Benefits are almost always subjective (marginal value, etc.)

• Costs are often easier to measure and therefore take critical focus

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PeopleSoft Technology StrategyGlobal Trends That Influence our Direction

• TCO

• Infrastructure Flexibility

• Productivity/Efficiency/Usability

• Automation, Application Lifecycle

• SaaS, Cloud Computing (Public/Private), Virtualization

• Capitalization of Infrastructure, Cost Controls

• Customization vs. Configuration

• Integration, Security, Governance, Compliance

• Heterogeneous implementations

• Federated, loosely coupled integrated solutions

• More content on the web, more processes include external

interaction

Goal: Align our investments with yours

PeopleSoft Technology DirectionContinue to Evolve

• Enhance Usability

• Simple

• Productive

• Intuitive

• Deliver Business Value

• Business-led upgrades

• Visible and Measurable end-user benefits

• Lower Cost to Own

• Predict and Plan

• Manage and Control risk

• Optimize and Leverage resources

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Program Agenda

• Delivery Model


• 8.50 & 8.51 In Review


• Questions

PeopleSoft Technology DirectionDeliver an Evolutionary User Experience

PeopleTools 8.50 brought…

• New menu architecture

• New style, look and feel

• Dynamic, responsive UI

• Grids

• Modal Windows

• Type Ahead

• Related Content Framework

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• Grids

• Modal Windows

• Type Ahead







• Grids

• Modal Windows

• Type Ahead


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• Grids

• Modal Windows

• Type Ahead







• Grids

• Modal Windows

• Type Ahead


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• Grids

• Modal Windows

• Type Ahead




PeopleTools 8.51 added…

• SmartNavigation

• Application Navigation by Hierarchical Data

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• SmartNavigation


• Related Actions – On-page contextual menus



• SmartNavigation



• Persistent Search Results

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• SmartNavigation




• Embedded Help

• On-page integrated help content



• SmartNavigation




• Embedded Help


• Related Content Enhancements

• Support for Level 1, 2 and Hidden Fields

• Introduction of Workcenter Framework

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• SmartNavigation




• Embedded Help


• Related Content Enhancements

• Support for Level 1, 2 and Hidden Fields

• Introduction of Workcenter Framework

• Impact Analysis


Usage

Test

Application Maintenance

XXXXX

XXXXXXXX

XXXXXXXXX

XXXXXXXXX

XXXXXXXXX

XXXXXXX

XXXX


Program Agenda

• Delivery Model


• 8.50 & 8.51 In Review


• Questions

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PeopleTools 8.52 continues with…

• Universal Search Framework

• Comprehensive changes and enhancements to how users access

PeopleSoft content

• Enables “Search” to be a fundamental aspect of user navigation

• Provides Global Search, improved Component Search, Search

Facets and Search Filters

Let’s see a demo…



• Application Workcenter Platform

• Role-based functional dashboards that include:

• Inter-related pagelet content in transactional context

• Activity Guides: Process based navigation framework

• Integrated Operational Reporting, Analytics and Dynamic Charts

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Prioritize Work Queues and AlertsPrioritize Work

Queues and Alerts

Configurable “One Stop Shop” Role-based Work Center

Configurable “One Stop Shop” Role-based Work Center

View and Correct Exceptions

View and Correct Exceptions

Personalized NavigationPersonalized Navigation

Drill to DetailsDrill to Details

Perform Actions Quickly on Multiple

Documents

Perform Actions Quickly on Multiple

Documents

Navigation / Task PaneNavigation / Task Pane

Target Content Pane

Target Content Pane

Related Content Pane

Related Content Pane

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• Operational Reporting: Pivot Grid

• Pivot Table functionality within PIA

• Dynamic Integrated chart

• Publish table or chart to pagelet for Operational Dashboard or

Workcenter



• Operational Reporting

• Pivot Tables

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PeopleSoft Technology DirectionEvolutionary Technology Platform

PeopleTools 8.51…

• PeopleSoft Test Framework

• Usage Monitor

PeopleTools 8.52…

• Three-way Compare/Merge

• Related Content as Managed

Objects

• Feeds as Managed Objects

• Feed Publisher Wizard

• Feed Personalization

• Feed Definition Templates

Application Lifecycle Management Drivers and Value Proposition

Change is…

• Inevitable

• Enhancements

• Maintenance

• Upgrades

• Risky and Expensive

• System testing is time consuming and costly

• Accurate Impact information is difficult to gather

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Maintenance ProcessWithout PeopleSoft Enhanced LCM

Install

Impact Analysis

Fix Custom Code

Unit Test

System Test

• Review Compare Reports

• Check application functionality for potential impact

• Estimate level of effort

• Decision to apply maintenance often based on partial or incomplete analysis

• Review and fix customizations as needed

• Developers complete unit testing

• Business Owners complete system test

• Scope of test usually very broad, often majority of application

Manually Intensive

Maintenance ProcessWith PeopleSoft Enhanced LCM

Install

Impact Analysis

Fix Custom Code

Unit Test

System Test

Automation Benefits

• Run Test Coverage and Compare Reports to tables

• Review Test Case Impact

• Estimate level of effort

• Decision to apply maintenance based on more complete analysis

• Review and fix customizations as needed

• Developers review Test Case Maintenance report and complete automated unit testing

• Impacted Business Owners complete system test only on affected parts of the application

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PeopleTools 8.51…

• Documents Interface

PeopleTools 8.52…

• PeopleSoft Integration Network

• Simplified configuration and setup

• Introspection of application interfaces

• Monitor across nodes

• Web Service Prompts

• Improve use of Components with

external User Interfaces such as

applications built with Oracle ADF

• WSDL 2.0/Soap 1.2

• Performance Improvements for

Large/Binary content

• RESTful Services


PeopleTools 8.51…

• Oracle Active Data Guard

• Offload “mostly read-only”

workloads to idle resources

• Oracle VM Production

Templates

• Amazon EC2 Cloud

Deployment

PeopleTools 8.52…

• Golden Gate

• Solaris x86-64

• EM Data Masking

• Oracle Secure Files

• Discontinue HPUX PA-RISC

PeopleTools 8.52 Release Value Proposition (RVP) document available on MY Oracle Support

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Business Practice Change PeopleSoft Third-Party Products

• Oracle remains committed to supporting PeopleSoft

customers’ ability to choose technology components

• Active partner testing and certification program

• Aligning our business practices for partner products

• Operating systems, Databases, Application Servers,

Browsers

• Moving toward a business model where customers

license IBM WebSphere Application Server, Business

Objects Enterprise and Crystal Reports directly from

their respective vendors

Details:

• PeopleTools 8.51 will be the last release to package IBM WebSphere Application Server. Existing customers may

use the previously provided license, new customers will not receive a license to use WAS with PeopleSoft

applications.

• Future versions of IBM WebSphere Application Server will be certified with future PeopleTools releases.

• Customers who wish to continue using IBM WAS with PeopleSoft applications will need to obtain appropriate

license and support from IBM prior to upgrading to PeopleTools 8.52.

• Oracle will continue to package Oracle WebLogic with PeopleTools. All customers will have the option to use this

product at no charge.

If you already own a PeopleSoft application

and want to keep using IBM WebSphere…

If you are a new customer and want to use

IBM WebSphere…

• The license you have already received is still

valid.

• Oracle will continue to provide direct support

for IBM WAS while PeopleTools 8.51 is being

patched.

• Oracle will continue to certify new IBM WAS

versions with future PeopleTools releases.

• Oracle will continue to certify new IBM WAS

versions with future PeopleTools releases.

• You will need to purchase a license for WAS

directly from IBM.

Announcement: As of September 1, 2010, NEW customers will not receive a license to use IBM WebSphere Application Server (WAS) when they purchase PeopleSoft Enterprise applications. Prior to upgrading to PeopleTools 8.52 existing customers will need to obtain support from IBM or migrate to Oracle WebLogic.

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Details:

• All customers who have received a licensed copy of Business Objects products from Oracle with PeopleTools will

be able to continue using the product according to the provided license terms.

• Oracle plans to continue to certify future versions of Business Objects products with future PeopleTools releases.

Customers who wish to use future versions of Business Objects products with PeopleSoft will need to obtain

appropriate license and support directly from SAP/Business Objects.

• Oracle will continue to package Oracle XML Publisher with PeopleTools. All customers will have the option to use

this product at no charge. All of the critical reports included with PeopleSoft applications will be converted to XML

Publisher format and included with future PeopleSoft releases.

If you already own a PeopleSoft application

and want to keep using Crystal Reports…

If you are a new customer and want to use

Crystal Reports…

• The license you have already received is still

valid.

• Oracle will continue to certify new versions of

Business Objects products with future

PeopleTools releases. You will need to

purchase these future releases from

SAP/Business Objects if you wish to use

them.

• Oracle will continue to certify new Business

Objects products with future PeopleTools

releases.

• You will need to purchase a license for these

products directly from SAP/Business Objects.

Announcement: As of July 1, 2011, Oracle will discontinue distribution of Business Objects Enterprise and Crystal Reports with PeopleTools. Existing customers may use the license previously received from Oracle. PeopleSoft reports will continue to be delivered using Oracle XML Publisher, which is included free-of-charge.

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PT Roadmap 2011 - Overview[1]

Documents

peoplesoft technology directiondeliver

peoplesoft investment strategywhen

related content framework

business objects enterprise

business objects products

future peopletools releases

peoplesoft application

crystal reports