University Of Massachusetts PeopleSoft HEUG Conference 2003 March 17, 2003

University Of Massachusetts
PeopleSoft HEUG Conference 2003
Managing Third Party Products With PeopleSoft
March 17, 2003
Bill Smith

Univ. of Massachusetts Infrastructure Project Manager
Lee Hoelscher

Accenture Tech Manager
University Of Massachusetts
Business Metrics
5 Campuses
 Central Presidents Office
 2,000 HR Users – (120 concurrent)
 2,700 Fin Users – (100 concurrent)
 35,000 Employees
 PeopleSoft HRSA 7.6 – Went Live March 02
 PeopleSoft Financials 7.5 – Went Live July 02

University Of Massachusetts
Technical Metrics
Oracle 8.1.7 (9i with PeopleSoft 8.X)
 Sun UltraSPARC II 4500 and 450 servers and
Sun UltraSPARC III 3800’s
 Solaris 8
 Citrix MetaFrame XP
 W2K web servers
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University Of Massachusetts
Third Party Tools Inventory
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PeopleSoft
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?
?
University Of Massachusetts
Third Party Tools
Security
 Batch Scheduling
 Report Distribution
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Experience
Selection process through production support
 Lessons Learned
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University Of Massachusetts
Third Party Tools Inventory
Security
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PeopleSoft
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?
University Of Massachusetts
Third Party Tools Inventory
Security – PentaSafe (acquired by NetIQ): PeopleSoft
Database Security Manager (DSM) and
Password Manager (PM)
– Business Requirements
– Why PentaSafe DSM and PM?
– Lessons Learned
Security
University Of Massachusetts
Security Business Requirements
Decentralized Security Maintenance (campusbased security administrators; help desk)
 Password Management & Policies
 Audit Security Administrator Activity
 Password Synchronization
 Intrusion Detection

University Of Massachusetts
Why PentaSafe DSM and PM?
Tools evaluated (DSM & PM from PentaSafe,
MORE Systems – went out of business)
 DSM – decentralized security admin across
multiple databases (HR, FIN, Rptg)
 PM – provides password aging, history, policy
enforcement, break-in detection, and DB synch
 No other Tools met Requirements prior to V8

University Of Massachusetts
Lessons Learned – Security
Establish tool in test environment that mimics
production for testing config changes as well as
upgrades & fixes
 Develop & test real-life scenarios early on
during implementation
 Understand future direction of PeopleSoft
relative to meeting business requirements

University Of Massachusetts
Third Party Tools Inventory
Security
PentaSafe:
DSM &
PM
?
Batch
Scheduling
PeopleSoft
?
?
?
?
University Of Massachusetts
Third Party Tools Inventory
Batch Scheduling – BMC: Control-M
PeopleSoft
– Business Requirements
– Why BMC Control-M?
– Lessons Learned
Batch
Scheduling
University Of Massachusetts
Batch Scheduling Business Requirements
Job sequencing with inter-dependencies
 Data file movement and sensing input file
arrival
 Mixing PeopleSoft & non PeopleSoft jobs
 Visuals of job flows, schedule and calendars
 Automated error control
 Automated job resubmission
 Advanced process alerts

University Of Massachusetts
Why BMC Control-M?
Tools evaluated (Control-M and AutoSys)
 Integrated toolset

Single vendor for contracts, support, maintenance
 Integration with BMC Patrol
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
References
University Of Massachusetts
Lessons Learned – Batch Scheduling
Procure and implement early
 Involve UMass resources in implementation
 4 months to implement and stabilize tool
 Freeze schedule prior to testing phases
 Use tool in operations & performance test
 Multithreading improves performance
 Establish technical test environment for testing
upgrades & fixes

University Of Massachusetts
Third Party Tools Inventory
Security
PentaSafe:
DSM &
PM
Batch
Scheduling
BMC:
Control-M
?
PeopleSoft
Report
Distribution
?
?
?
University Of Massachusetts
Third Party Tools Inventory
Report Distribution – Mobius: ViewDirect PeopleSoft
(VD) and
DocumenDirect for
the Internet (DDI)
– Business Requirements
– Why Mobius VD & DDI?
– Lessons Learned
Report
Distribution
University Of Massachusetts
Report Distribution Business Requirements
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Web distribution of reports
Secure reports by department security
Sectioning reports by key fields
Reducing paper output
Keep reports simple – minimize training
Report archival management
Ad-hoc & batch reports
Link PeopleSoft security with reporting security
University Of Massachusetts
Why Mobius VD and DDI?
Tools evaluated (ViewDirect/DocumentDirect
from Mobius and Brio Portal)
 Document Direct met business requirements
 ViewDirect for PeopleSoft interface
 Cost

University Of Massachusetts
Lessons Learned – Report Distribution
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Involve UMass resources in implementation
Lengthy time to implement and stabilize tool
Involve functional resources in report design and initial
configuration of tool
Performance test the tool
Make sure the product is mature on desired platform
Allow time for vendor management
Establish technical test environment for testing
upgrades & fixes
University Of Massachusetts
Third Party Tools Inventory
Security
PentaSafe:
DSM &
PM
?
Batch
Scheduling
BMC:
Control-M
PeopleSoft
?
?
Client
Access
Citrix:
MF
Report
Distribution
Mobius: VD
& DDI
University Of Massachusetts
Third Party Tools Inventory
Security
PentaSafe:
DSM &
PM
?
Batch
Scheduling
BMC:
Control-M
PeopleSoft
?
Perf Test
NetIQ: Chariot
- Rational:
TeamTest
Client
Access
Citrix:
MF
Report
Distribution
Mobius: VD
& DDI
University Of Massachusetts
Third Party Tools Inventory
Security
PentaSafe:
DSM &
PM
?
Systems
Monitoring
BMC:
Patrol
Batch
Scheduling
BMC:
Control-M
PeopleSoft
Perf Test
NetIQ: Chariot
- Rational:
TeamTest
Client
Access
Citrix:
MF
Report
Distribution
Mobius: VD
& DDI
University Of Massachusetts
Third Party Tools Inventory
Version
Control
EBS Utilities
- Quest: Stat
Systems
Monitoring
BMC:
Patrol
Security
PentaSafe:
DSM &
PM
Batch
Scheduling
BMC:
Control-M
PeopleSoft
Perf Test
NetIQ: Chariot
- Rational:
TeamTest
Client
Access
Citrix:
MF
Report
Distribution
Mobius: VD
& DDI
University Of Massachusetts
Managing Third Party Products With PeopleSoft
???
Questions
???
University Of Massachusetts
Contact Information
Bill Smith



UMass Infrastructure Project Mgr
Bill.smith@umassmed.edu
Systems
508-856-2787
Monitoring
Lee Hoelscher



Version
Control
EBS Utilities
Quest: Stat
Accenture Tech Manager
Lee.K.Hoelscher@accenture.com
614-629-2233
Security
PentaSafe:
DSM &
PM
Batch
Scheduling
BMC:
Control-M
PeopleSoft
BMC:
Patrol
Perf Test
NetIQ: Chariot
- Rational:
TeamTest
Client
Access
Citrix:
MF
Report
Distribution
Mobius: VD
& DDI