First Financial Northwest Bank - A Fast, Lean Migration: PeopleSoft on the Cloud 104530
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104530
First Financial Northwest Bank
Cameron McClurg
Managing Director
A Fast, Lean Migration:
SpearMC
PeopleSoft on the Cloud cameron@spearmc.com
LI: cameron-mcclurg
June 4, 2020
Your Presenter:
Cameron McClurg
Managing Director
cameron@spearmc.com
▪ Hometown: Seattle, WA
▪ My Focus: PeopleSoft and Hyperion/EPM, Oracle Cloud Infrastructure,
Emerging Technologies and De-Customization
About
About SpearMC
SpearMC
Founded in 2004, SpearMC specializes in:
▪ PeopleSoft Hosting on Oracle Cloud ▪ PeopleSoft Reseller since 2008
Infrastructure
▪ PTF and Test Automation
▪ PeopleSoft FSCM, HCM, SCM, Grants
Healthcare Research ▪ Oracle Hyperion and PBCS
▪ Oracle Business Intelligence
▪ PeopleSoft and Tools Training
▪ PeopleSoft Managed Services
▪ PUM Update & Testing Service
Certifications: PeopleSoft/PeopleTools, Oracle Cloud Infrastructure,
Infrastructure as a Service (IaaS), Hyperion, Oracle Cloud EPM
3
Our History
4
Agenda ▪ Determining Your Organization’s Cloud Readiness ▪ FFNWB Challenge ▪ Cloud Infrastructure 101 ▪ Oracle Cloud Infrastructure • Services needed for PeopleSoft • Pricing - Best Practices ▪ FFNWB Solution – SpearMC’s CloudShift Program ▪ Migrating PeopleSoft to OCI • Cloud Manager • Lift and Shift • PeopleTools Updates 5
Questions to ask yourself (and about your organization):
Are we:
▪ Cloud First (and only)
▪ Dipping our toes (where it makes sense…)
▪ On Prem First
6
Questions to ask yourself (and about your organization):
Is there organizational alignment on what the “cloud” means?
Is there common understanding of differences between Software as a
Service vs Infrastructure as a Service?
7
Questions to ask yourself (and about your organization):
What is the state of our disaster recovery plans?
8
Questions to ask yourself (and about your organization):
Can my organization easily spin up temporary databases for testing or
evaluation?
How do we evaluate the latest tools features or functionality?
https://www.youtube.com/user/PSFTOracle/featured
9
Case Study
Challenge Presented:
FFNWB’s previous financial accounting software (SaaS) provided
limited options to support the growing needs of the company. It was
slow, lacked security and functionality, and left their team unable to
enhance the system or add new features.
10“Cloud” 101
Cloud Infrastructure 101
“Cloud” 101
12“Cloud” 101
IT Budgets:
▪ Cloud Spending is accelerating:
• 2018: 19% of IT Budgets spent on Cloud
• 2022: 28% of IT Budgets will be spent on the Cloud
▪ The largest cloud shift before 2018 was in SaaS
▪ Post 2018, the largest shift in dollars will be in Infrastructure
▪ 4-5 year cycles mean hardware renewals within the next few years
will create an inflection point for IT Organizations.
https://www.informationweek.com/cloud/it-budgets-traditional-still-bigger-than-cloud-/d/d-id/1332848 13Typical Problems with Capacity Planning
Example: PUM maintenance
or Tools Patching/Upgrade
14Cloud Elasticity allows for “Right Size”
▪ Don’t over commit or “build for the future”
▪ Right Size based on current needs
▪ Monitor, Assess, Expand
▪ Necessary for a true ROI on your move to the cloud
15Oracle Cloud Infrastructure
Oracle Cloud Infrastructure
17OCI - Compute
Central Service within OCI
▪ Two main groups: VM or Bare Metal
▪ Wide range of options for Performance,
Price, Scalability and High Performance
▪ Image = Windows or Linux
▪ Shape = Defines Processing Power
18OCI – Compute – Elasticity in Action
19OCI – Compute – Elasticity in Action
20OCI - Storage
Different types of storage for different
use cases. Performance vs. Cost
▪ Block Storage = Like Mounted Drives
(wide range of performance)
▪ Object Storage = Archive/Backup,
lower cost
▪ File Storage = File/Folder Systems
21OCI - Database
Oracle Database Service provides
automated customer managed services
available in different configurations.
▪ DBaaS on VM, Bare Metal, or Exadata
▪ BYOL = Port your on prem Oracle
database license to OCI
22OCI – Comparison to On-Prem – Same/Similar
On-Prem OCI
Servers Compute Instance
Mounted Drives Block Volume
Database DB Service or Bring Your Own License
Backup Storage Object Storage
Load Balancing Load Balancing
23OCI – Comparison to On-Prem – OCI Only
OCI
Virtual Cloud Network
Containers
Fast Connect
Regions/Availability Domains
24OCI – Regions
25Oracle Cloud Infrastructure – How to Buy
▪ Pay as you Go
• No Minimum Terms, Pay in
arrears
• Spin Up, Spin Down
• No discounting Combine for Maximum
Pricing Efficiency. Commit to
▪ Monthly Flex enough for max discounting,
• Universal Credit Model but buy less than you need.
• Discounts
• Monthly commitment Level
(>$1k)
https://cloud.oracle.com/cost-estimator
26Case Study
Proposed Solution:
SpearMC recommended our PeopleSoft on OCI: CloudShift Program
to fast track their move to the cloud. This new solution includes
scalable computing power and storage, disaster recovery and
network-to-network security.
27SpearMC CloudShift Includes: ▪ Needs Analysis, Planning, Sizing, Pricing ▪ Lift and Shift (or Move and Improve) ▪ Hosting ▪ Cloud Manager Configuration ▪ Full Lifecycle Management
Case Study
4 Month Project!
▪ OCI Tenancy Creation
▪ Demonstrations and Training
▪ Requirements Gathering and Mapping to 100% Delivered
Functionality
▪ Included Configurable Enhancements
▪ DR Strategy
▪ Network Connectivity
▪ Uneventful Go Live
29Case Study
Results Achieved
▪ Time-saving consolidated reporting with automatic tracking of
intercompany payables and receivables
▪ A streamlined approval process
▪ Stringent internal controls
▪ Enhanced reporting capabilities with multi-dimensional analysis
▪ Improved system performance and scalability
▪ Continuous patching and enhancements via PeopleSoft Cloud
Manager
30Case Study
Managed Services
▪ 100% of Users interaction is with Home Pages, Tiles, Nav Collections
and WorkCenters. Users have never heard of “breadcrumbs…”
▪ SLA-driven System Administration with Proactive Patching and
Maintenance
▪ SLA-driven Functional Support with Proactive Best Practice Security,
Functionality and Configurable Enhancements
▪ IT Help Desk Partnership Model
31Building PeopleSoft on OCI – Differentiators
▪ PeopleSoft Cloud Manager
▪ End to End Warranty on Availability, Performance and Manageability
▪ PaaS toolsets
▪ Leverage Database Service
32Building PeopleSoft on OCI – Cloud Manager
33Building PeopleSoft on OCI – Cloud Manager
What makes PeopleSoft Cloud Manager the “Killer App?”
▪ PeopleSoft Environment Lifecycle Automation
▪ No big downloads of images. A subscription pushes updates to you.
▪ Templates – Create Shapes (servers, clients)
▪ Connect to Target Environments (Cloud Manager manages the
connection)
▪ PUM Dashboard
▪ Disaster Recovery, Reporting DB, Archive databases
34Building PeopleSoft on OCI – Cloud Manager
35Building PeopleSoft on OCI – Cloud Manager
▪ PeopleTools Patching/Upgrade
• Downloads automatic
• Patch Existing
Or
• Create new environment
36Building PeopleSoft on OCI – Cloud Manager
37Building PeopleSoft on OCI – Cloud Manager
Check the
Appendix
38cameron@spearmc.com
104530Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap - Database Refresh Enablement
As customers evaluate and adopt new enhancements and bug fixes, they need to
adequately test out the changes prior to moving them into production. To complete the
required testing, many customers use an obfuscated copy of production database for
testing. On a regular basis, this data must be refreshed from production.
In an effort to increase automation and streamline the effort around this process,
PeopleSoft Cloud Manager is planning to enable database refresh automation from a
backup residing either as on-premise or in the Oracle Cloud. As this process requires
various tasks to be completed (such as the obfuscation of data) along the way, customized
scripts including audits or other checks may be run either before or after the refresh is
performed. Cloud Manager will also provide the ability to schedule future refresh/restore
events, both as a one-off and recurring events.
40Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap - Preserving Domain Customizations through PeopleTools
Updates
When a new PeopleTools release or patch is applied today, new application and web
server domains (along with the Process Scheduler) are created. This process deletes any
customizations that may have been made. Cloud Manager is planning to enhance the
upgrade and patch processes by optionally exporting the current domains and restoring
them after the update is complete. Hooks will be provided to enable user scripts to be
run prior to the domain exports and imports, as well as after the import has been
completed.
41Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap – Retro Provisioning
There are times where a typo can cause significant inconvenience. Transposing letters in a
password and finding the error 20 minutes later is frustrating. Then, you need to correct
it and start the whole script over again. No more! PeopleSoft Cloud Manager will enable
you to correct the password and or a number of other recoverable errors. When it’s fixed,
you can resume from that step. Cloud Manager will provide a list of steps it’s running
along with the status so you can see exactly what steps have been completed and if they
are successful. And if something fails, you’ll know what the issue is, how to correct it and
in many cases be able to simply resume from the failure point.
42Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap – Supporting Fault Domains
Oracle Cloud Infrastructure provides several different capabilities that help enable a highly
available solution. Within each OCI availability domain, three separate fault domains
group hardware and infrastructure to deliver anti-affinity. Fault domains help ensure your
workloads are not interrupted by a hardware failure or application of maintenance.
Cloud Manager will provide the ability to specify the desired fault domain when creating
new nodes to help you implement high availability for your PeopleSoft applications.
43Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap – Backup and Restore Enhancements
A critical function for any production system is the ability to back it up and restore it,
should the need arise. Cloud Manager is planning to add several enhancements in this
area, including:
• Performing an on-demand backup of all nodes/tiers of a PeopleSoft environment within the same
region. Either all tiers or individual tiers may be selected.
• Scheduling automated backups for all nodes/tiers within a region. Either all tiers or individual tiers
may be selected.
• Restoring all nodes to the same target instance within a single region.
• Providing ability to associate a restore of the middle tiers with a manually created database backup.
44Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap – Expanding Support for File Storage Service (FSS)
Cloud Manager Image 10 provided support for FSS to be used by the Download Manager. We are planning to
expand this functionality by enabling the use of FSS with the middle tiers, including PS_HOME,
PS_APP_HOME and PS_CUST_HOME. Additionally, FSS will be enabled for shared storage with the report
repository. This will allow users to share data across all middle tiers in a given environment.
45Building PeopleSoft on OCI – Cloud Manager
▪ Roadmap – Government Cloud Support
As more and more public sector customers at the state and federal levels move to the cloud, demand for
compliance with various standards (including FedRAMP and DISA), has increased. Cloud Manager plans to
support environments using OCI Government Cloud
46Oracle Cloud Infrastructure – Pricing Comparison
47Customer Success Stories
Challenge Presented:
CHW’s IT department was concerned that their hardware and
software were no longer actively supported by the vendor with
upgrades, patches and technical support. They needed to address the
risks that came along with these end-of-life technology challenges,
including security vulnerabilities, software incompatibility, compliance
issues, poor performance and higher support costs.
48Customer Success Stories
Proposed Solution:
We began by conducting several days of on-site training with CHW’s
team to get them comfortable with OCI and PeopleSoft Cloud
Manager. Then, a rapid lift-and-shift was performed to move servers,
while maintaining CHW’s existing configurations to minimize
disruptions. Lastly, SpearMC built a library of automated scripts using
PeopleSoft Test Framework to help CHW complete faster, more
consistent testing.
49Customer Success Stories
Results Achieved:
With a modern, cloud-based infrastructure platform and fully trained
team, CHW has saved time and money while minimizing risk. Now,
instead of working tirelessly to catch up on server updates and
respond to issues, IT can focus on staying current with PeopleSoft
software updates and start contributing more to projects that matter
to the business.
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