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100740 – PeopleSoft Test Framework – The Wells Fargo Way!

100740 – PeopleSoft Test Framework – The Wells Fargo Way!. Using PTF for the 9.2 Upgrade and Beyond. Introductions. Kris Bradley Systems QA Analyst Located in Minneapolis Participated in the 9.2 Upgrade at Wells Fargo Kris Krause Business Systems Consultant Located in Minneapolis

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100740 – PeopleSoft Test Framework – The Wells Fargo Way!

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  1. 100740 – PeopleSoft Test Framework – The Wells Fargo Way! Using PTF for the 9.2 Upgrade and Beyond

  2. Introductions Kris Bradley Systems QA Analyst Located in Minneapolis Participated in the 9.2 Upgrade at Wells Fargo Kris Krause Business Systems Consultant Located in Minneapolis Served as lead Analyst for 9.2 Upgrade at Wells Fargo

  3. Wells Fargo • Wells Fargo & Company (NYSE: WFC) Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and the Internet (wellsfargo.com) across North America and internationally serving over 70 million customers. • 282,000+ team members in 39 countries across our 80+ businesses • Current US population consists of • 265,000 full-time team members • 16,000 part-time employees • 260,000 benefits-eligible employees • Current non-US population of 8,400+ (and growing)

  4. Wells Fargo Facts • 4th in assets and #1 in market value of stock among U.S. peers • #1 Mortgage servicer • #1 Small Business Lender • #2 provider of private student loans • Top 20 Biggest Public Companies in the World • Top 10 Most Valuable Brands in the World

  5. PeopleSoft at Wells Fargo • Operate on a DB2 platform • Initially installed PeopleSoft version 2.0 in 1993 (HR/Payroll/Benefits) • Multiple upgrades to 4.5, 6.0, 7.5, and 8.3 throughout the years • Installed home grown version of Manager Self-Service (Staff Management) in 2003 • 3rd party Time & Attendance System (Time Tracker) • Installed Benefits Administration in 2002 • Installed Automated Terminations Processing in 2006 • Upgraded to PS version 8.9 in 2007 • Upgraded to PS version 9.2 in May, 2014

  6. Wells Fargo PS Modules • Core HR • Payroll • Ben Admin • Talent Acquisition (moving to vendor solution in 2014) • Employee Self Service • Staff Management (Custom add-on) • HR Helpdesk • Several non-HCM implementations • Projects, CRM, GL, more

  7. Why Are You Here? • Learn about how Wells Fargo leveraged PTF capabilities for their 9.2 Upgrade • Get inside information on creative solutions developed by Wells Fargo for reusability and auto-population of data • See how Wells Fargo plans to continue leverage of PTF on a go-forward basis to achieve significant savings in testing time and cost

  8. Our Opportunity • Improve our testing process by • Decreasing time required for test phase • Decreasing cost associated with testing • Improve quality of testing results – decrease # of defects found post-production • Automate manual testing processes • More easily test new functionality • Greatly improve the time and results related to regression testing • Enable reusability across multiple test environments

  9. Our Desire • Use the provided PeopleSoft PTF tool to achieve: • Testing automation for the 9.2 upgrade and beyond for both new functionality and structured regression testing • Creative, customized solutions to account for • Dynamic ever-changing test environment data • Automated population of test conditions into the tool • Converting existing QTP scripts to PTF scripts

  10. What Have we Learned about PTF? • PTF is Powerful • PTF supports all kinds of testing • PTF can help you make a big mess • PTF is customizable

  11. PTF is Powerful • PeopleTools aware; adjusts to changes introduced by new tool versions without intervention • Easy to get started with basic PTF functions • Elegant and flexible in support of reuse concepts

  12. PTF Supports all Kinds of Testing • Tool can be easily used for testing in all situations: • Unit – allows targeted testing of technical changes • Systems/Integration – allows end-to-end testing on a functional level • Regression – enables easy execution of hundreds of scripts to thoroughly test existing functionality

  13. PTF Can Help You Make a Big Mess • PTF has same weaknesses as other test tools and more • Tendency toward testing the change, not the system • Ease of use allows you to create ungoverned, unmanageable, untraceable plethora of test artifacts in record time • Requires careful planning and organization of test data – prior to beginning the creation

  14. PTF is Customizable • Delivered tool allows scripting to deal with delivered PS changes • Supports creativity around customization of tools to build and load scripts to allow testing in a dynamic environment

  15. Initial Approach • Initial Approach • Simple reusable scripts to more complicated scripts • Created list of core components by module according to business need and then prioritized • Consistent folder structure and naming standards • .CSV test data files – hard coded values

  16. PTF Folder Structure

  17. Good and the Bad • What we liked • Test assets are PeopleTools managed objects, which enables PTF to validate recorded objects against PS object metadata definitions • Enabled faster execution • Facilitated greater test coverage • Delivered higher test accuracy and find more defects earlier • Facilitated re-use of tests • What we didn’t liked • Limited built-in functions • Can not export test results to .CSV file • Can not record scripts on non-PeopleSoft applications like Microsoft Windows or any other web applications

  18. Current Approach • Data driven • Fetch data from database using SQLs • Script executes SQL in PS Query Manager and captures data into variables • Component based automation • Create small, independent reusable scripts • One shell script for each component which calls the multiple reusable scripts

  19. Reusable Scripts

  20. Link to PS Query Manager • Script executes SQL queries and captures data in to variables

  21. Link to PS Query Manager

  22. Custom PS Page • New PeopleSoft page • Capture, display and reuse data

  23. Current State • 55 components automated and executing with 226 different data combinations • On average two SQL queriesper component used to get test data from database • One shell script per component • 200 reusable scripts to be called in a shell test

  24. Component Example

  25. Next Steps • Continue to look at avenues to reduce execution time • Continue to identify addition components and data combinations • Test Maintenance Report • Test Coverage Report/Usage Monitor • Roll out automation and execution to a broader audience outside of QA

  26. save the date • Join more than 500 other PeopleSoft users at • April 12-16, 2015 • Mandalay Bay- Las Vegas, NV • Keynote from PacoAubrejuan, PeopleSoft Vice President • Breaking News Around PeopleSoft’s Roadmap and Strategy • Education around PeopleSoft with Edge products, macro-level content and high-level strategy • More than 230 Solution Providers across several Oracle Products QuestDirect.org/COLLABORATE

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