PeopleSoft Testing: Taming The Two-Headed Monster

Sandy Welp Regional Sales Director

2007 Newmerix Corp.

Newmerix

The Newmerix product suite reduces the cost and complexity of managing the ongoing, extensive changes inherent in packaged application environments. Our solution results in greater visibility and control over the application lifecycle and improved business agility.

2007 Newmerix Corp.

Agenda
What Drives Testing in PeopleSoft Environments Roles in PeopleSoft Change Process The PeopleSoft Testing Challenge Introduction to Business Process Documentation (BPD) Features in Automate!Test How to Maximize the Benefits of BPD Introduction to Test Script Maintenance Features in Automate!Test Summary Q&A session
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Enterprise Applications Require Change

Business Process Changes
Overcome Competition Improve Quality M&A Improve Service Cut Costs

Vendor Driven Changes from Oracle and SAP

New Applications Patches Support Packs Upgrades

Compliance and Best Practices

Federal, Provincial, and Municipal Regulations Best Practices (COBIT, ITIL, COSO)

2007 Newmerix Corp.

Roles in the PeopleSoft Change Process

DEMO Technical Team Requirements / Changes Functional Team Requirements and Test Scripts Functional / Management Sign-off

DEV

TEST

PROD

Test Scripts

Test Scripts

Approvals

Approvals

2007 Newmerix Corp.

The PeopleSoft Testing Challenge The Two-Headed Monster of PeopleSoft Testing:

How to seamlessly and painlessly involve both business users and business analyst/technical users in testing your PeopleSoft applications

2007 Newmerix Corp.

Business and Technical Users Bring Distinct Knowledge and Skills to This Challenge

Business User

Test Script Developer

Developers

Business Process Expertise PeopleSoft Application Knowledge Functional Testing Skills Automated Test Script Development Skills

2007 Newmerix Corp.

The PeopleSoft Testing Challenge

Effectively creating and maintaining the automated test scripts Capturing the expertise of business users
Without this knowledge, your testing team can only test the obvious or the familiar If you could document your business users process knowledge, you could turn that knowledge into automated test scripts If you could document the resulting automated test script, the business user can verify it adequately meets the requirements

Maintaining the scripts

Requires input from both functional and technical teams Required to truly understand the impact of change Without this knowledge errors are made in production either through lack of knowledge on scope of change or downstream effects of a change. If you could accurately and easily understand the impact of technical changes, you could turn that knowledge into updated automated test scripts.
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What Are Your Options?

Script Creation Ad-hoc approach All manual approach using spreadsheets and/or process documents Automated approach using non-PeopleSoft tool Newmerix Automate!Test with Business Process Documentation Script Maintenance Good documentation from vendor Forms/communication between functional and technical teams Manual analysis Newmerix Automate!Test with Test Script Maintenance and Business Process Documentation
9 2007 Newmerix Corp.

Business Process Documentation Features in Automate!Test

Feature
Manual Capture

Description
Screen captures with highlighted actions Automatically generated page titles Builds thumbnail page Automatic capture from any prerecorded test script

Benefit
Painless capture of business processes by any user

Capture on Test Script Playback

Automated business process documentation Process documents tailored to specific user needs

Document Editor Remove pages Custom titles Full RTF annotation editor Document Publishing

Publish any captured business Standard business process to Microsoft Word document document format with a single click
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Overview of Business Process Documentation (BPD) Functionality

Manually capture steps in the employee hire process using BPD within Automate!Tests Functional Interface
Manually capture process steps View process steps in BPD document editor Publish Employee Hire Process document

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Capture Business Process Steps

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2007 Newmerix Corp.

View Process in BPD Editor

Highlight the specific action being taken

See thumbnails for each step Annotate each process step

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2007 Newmerix Corp.

Publish to MS Word

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2007 Newmerix Corp.

How to Maximize the Benefits of BPD

BPD not only makes it easy to capture business users knowledge for robust automated test script development, it also provides many other benefits Captured processes can be documented according to your process or policy for training users and new employees and automated testing Automated test scripts are now self documenting Published documentation supports consistent execution of manual tests when automated testing is not an option When a PeopleSoft user encounters a problem, BPD can be used to capture the exact user actions leading up to the problem, providing the information needed for resolution Published documentation supports audit and compliance requirements
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Overview of Test Script Maintenance Functionality

Test Script Maintenance Steps Snapshot your current test structure Make changes to environment(s) Run Automate!Test Script Maintenance to map changes to each automated test script based on technical changes to component, page, record, field, PeopleCode Work the checklist provided to update your automated test scripts Update your testing documents by re-running the script Post your updated testing documents to a common repository for everyones use

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2007 Newmerix Corp.

Newmerix Automate!Test Script Maintenance

Description of change type and how it will affect testing

PeopleSoft metadata objects that have changed

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Test Script lines related to metadata object that changed 2007 Newmerix Corp.

Update Test Documentation Based on Changes in Scripts

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Post Your New Test Documents

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Summary
Automate!Test
is the first testing application specifically designed for the environment, people and technology of PeopleSoft installations enables business users to create visual documentation of business processes that can be shared with testers enables both the functional and technical teams to work together based on automated data collection to seamlessly update test scripts and business process documentation.

Newmerix makes it painless to involve both business users and technical users (testers) in testing your PeopleSoft applications

Finally, one product designed for both heads of the Monster!

20 2007 Newmerix Corp.

Q&A Session
Please submit your questions or comments For questions or a copy of the presentation: info@newmerix.com (refer to The Two-Headed Monster Webinar) To schedule a demo: Newmerix Sales (sales@newmerix.com) (303) 350-3900 Additional Newmerix PeopleSoft resources: www.newmerix.com/peoplesoft
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PeopleSoft Testing: Taming The Two-Headed Monster

Sandra Welp Regional Sales Director

2007 Newmerix Corp.