1. Change Management and Version Control for PeopleSoft: Stat ® ACM Tim Steward, Senior Systems Consultant

2. Visualizing a Typical PeopleSoft Development Lifestyle Production Development Testing 10% Files (SQR, COBOL, SQC, Crystal, Scripts, etc) On Both Unix & Windows Servers 90% Proprietary Database Objects (Record, Page, Index, PeopleCode, Activity, Component, etc) Windows Unix Windows Unix Windows Unix DB DB DB PeopleSoft Development Lifestyle

3. Most Version Control Tools Only Version Files Production Development Testing Files (SQR, COBOL, SQC, Crystal, Scripts, etc) On Both Unix & Windows Servers Windows Unix Windows Unix Windows Unix PeopleSoft Development Lifestyle PVCS, SourceSafe, Harvest, etc., version & manage flat files, however, they only offer a partial solution 10% DB DB DB Which Are Only 10% of the Object Types No No No Objects Objects Objects

4. Only Stat Versions & Migrates Both PeopleSoft Objects & Flat Files Natively Production Development Testing 10% Files (SQR, COBOL, SQC, Crystal, Scripts, etc) On Both Unix & Windows Servers 90% Proprietary Database Objects (Record, Page, Index, PeopleCode, Activity, Component, etc) Windows Unix Windows Unix Windows Unix DB DB DB PeopleSoft Development Lifestyle = Full Object Support 100%

8. Common Change Management Goals

9. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today? Supporting Compliance Can I satisfy the auditors and management? Enhancing Visibility What impact is change having and can I report on those changes? Enabling Communication Are we all on the same page and being proactively notified? Reducing Downtime & Risk Can I rollback? Can I fix production? Increasing Efficiency Are we leveraging technology & automation? Here is Outline of What we will be covering

10. Let’s Start With Establishing Controls Change Management & Version Control graphic. Establishing Controls Can I enforce my policy and procedures today?

11. Establishing Controls: Physically lock down tools using object security in PeopleSoft Prevent changes without a proper change request ticket Require task completion before advancing in workflow Ensure read-only access to developers without obtaining a lock in Stat Require an approval before a change or migration can occur 1 2 3 4 5 1 Stat uniquely able to… (if required) 2 3 5 4 6 6 Use roll based security to enforce separation of duties Dev Read only access to tools Physical Locking Ticket Approvals Security Tasks

13. Workflow Enables Control of Policy & Procedures Workflow allows you to assign/configure business steps ensure that… Proper person has the change request at the proper time Approvals have been met before migrations or transfers are made to the next person Tasks have been accomplished Issues and Documentation have been logged Migrations and post migrations have been performed

14. Workflow Enables Control of Policies & Procedures Databases People Status Rule Transfer Rule Require Tasks & Approvals

15. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today?

16. Providing An Audit Trail Through CSR’s Production Development Testing Windows Unix Windows Unix Windows Unix DB DB DB Electronic change request (CSR) tracks all changes made from development to production CSR Enhancements Customizations Patches CSR Audit Trail Migrations (objects & files) Approvals Documentation Tasks & Issues CSR Audit Trail Final Version Manager Review Notifications Sign-Off CSR Audit Trail Open Ticket Close Ticket CSR Audit Trail

17. The Change/Service Request (CSR) File Links Custom Templates Attachments

18. Automatic & Enforced Audit Trail Change From Value To Value Last Update Update By

19. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today? Reducing Downtime & Risk Can I rollback? Can I fix production?

20. Can I Rollback My Changes? PeopleSoft Projects PeopleSoft Flat Files Records Pages Indexes Components PeopleCode Etc. SQR COBOL SQR Envision Crystal Reports Etc. CSR Baseline, Interim, Final (archive sets) Stat Repository Separated by Tools Version inside Prod Dev Test Quick Rollback for Files & Objects Via Drag & Drop

21. Rollback Examples PeopleSoft Projects PeopleSoft Flat Files Records Pages Indexes Components PeopleCode Etc. SQR COBOL SQR Envision Crystal Reports Etc. Stat Repository Prod Dev Test Quick Rollback for Files & Objects Drag & Drop Something Fails in Production Emergency Fix Migrates Over Developer Database Refresh to Test 1 2 3

22. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today? Reducing Downtime & Risk Can I rollback? Can I fix production? Increasing Efficiency Are we leveraging technology & automation?

23. What Types of Automation Does Stat Provide? STAT Automation Manual Process Automatic email notifications Reactive manual communication or paper forms Drag & drop migrations & rollback of files & objects Manual project copy & FTP to all source life locations - manual recreation Scheduled reports providing Seamless visibility of all changes Manually compiling documentation from several report unfriendly sources PeopleSoft centric wizards for impact analysis, mass migration, customization history, recovery, and release management Manual time consuming impact analysis, one-off migrations, stacks of compare reports, object recreation, non-migration or object based release management Independent repository providing central location for audit trail of documentation and forms Paper forms or multiple disparate applications difficult to audit and/or report against

24. How an Independent Repository Helps with Automation

25. STAT Example #1: Automated Migrations Drag and Drop Migrations (Objects & Files) Version Control Windows Unix DB

26. Example #2 Mass Migrations & Release Management Multiple Change Requests (CSRs) Multiple PeopleSoft Projects Multiple File Types & Locations Mass Migration By Release 8.42 8.44 8.45 8.47 8.49 Dev Test Stage Prod Demo By Ready for Environment

27. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today? Enabling Communication Are we all on the same page and being proactively notified? Reducing Downtime & Risk Can I rollback? Can I fix production? Increasing Efficiency Are we leveraging technology & automation?

28. Difficult Scenarios Which Require Communication "What we've got here is failure to communicate ."

29. Environment Wide Object & File Locking Reserved By Environment “ waiting for lock” “ environment specific” Lock Lock Reservation Prod Dev Test Locked “ exclusive rights”

30. Locks & Reservations If Someone already has a lock on your object You will get a reservation and can see information about who has the lock and what stage they are in.

31. Example #1: An Emergency Fix Prod Dev Test Developer has a page locked that will soon be needed for an emergency fix that without Stat might overwrite the developer’s work Emergency fix must communicate with developer and cannot migrate over developer’s lock without proper permission Developer can back up their work in Stat and unlock objects allowing fix to go through with the option to later restore their copy if they had done more work than the fix 1 2 3 CSR #101 Page A ( dev ) CSR #102 Page A ( fix ) Developer Emergency Fix lock Stat Page A ( dev ) Page A ( fix ) Page A ( fix )

32. Example #2: Automated Email Notifications Due Date CSR Assignment Approval Pending Email Trigger

33. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today? Enhancing Visibility What impact is change having and can I report on those changes? Enabling Communication Are we all on the same page and being proactively notified? Reducing Downtime & Risk Can I rollback? Can I fix production? Increasing Efficiency Are we leveraging technology & automation?

34. Increasing Visibility through Impact Analysis Prod Dev Test Patches, fixes, and enhancement often impact existing customizations Visibility is needed to determine what objects or files will be potentially impacted and what customizations will be impacted as well? Because Stat tracks object history and customization history we can warn you of any objects and/or files that may be impacted by introducing new change 1 2 3 Patches, Fixes & Enhancements Stat Customization History in Database Existing Customizations Existing Customizations Existing Customizations Causing Overwrites What objects/files will be impacted? What customizations will be impacted?

35. Increasing Visibility Through Reports Because of STAT’s central repository auditors and managers have deeper visibility into… Object & File History Migration History Approval History Documentation Providing quick access to critical reports and information that otherwise may take days to produce manually

36. Reports

37. Common Change Management Goals Change Management & Version Control graphic. Providing an Audit Trail Do I know who changed what? Establishing Controls Can I enforce my policy and procedures today? Supporting Compliance Can I satisfy the auditors and management? Enhancing Visibility What impact is change having and can I report on those changes? Enabling Communication Are we all on the same page and being proactively notified? Reducing Downtime & Risk Can I rollback? Can I fix production? Increasing Efficiency Are we leveraging technology & automation? Here is Outline of What we will be covering

38. Supporting Compliance: Already Established Points We provide what most auditors & managers are looking for

39. Supporting Compliance & Best Business Practices CMDB Separation of Duties Approvals Workflow Roll Based Security Stat Repository Common Requirements STAT Solution

40. 5.3 Architecture

41. Some of our Stat Customers