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