PeopleSoft Test Framework Presented by : Vishal Rao

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1 PeopleSoft Test Framework Presented by : Vishal Rao

2 Agenda Hexaware Overview: Key Facts PTF Overview Creating and Executing Tests Best Practices for Optimizing Tests New Features in PTF 8.53 beta 2

3 PeopleSoft Test Framework Overview 3

4 PeopleSoft Test Framework Record and Playback tool Automates Functional testing within PeopleSoft Application More tests - Greater Accuracy- Shorter time Stored in Database as App Designer Objects Included in PT 8.51 & above 4

5 Record and Playback PTF works by replicating the actions of a single user executing functional tests against the PeopleSoft browser-based application Users can record manual test procedures and save them within the framework Users can execute those tests against the application to verify whether the application still behaves as expected 5

6 PeopleTools Metadata When PTF records a test, it recognizes the metadata, the actual name of a field rather than the position of that field on a page If the field is moved in a subsequent revision, PTF is still able to locate it when the test is executed 6

7 Developing Tests Robust Test Development Platform PTF EXPLORER PTF EDITOR 7

8 Interface with Other PeopleTools Process Scheduler PTF P S Query DataMover PTF tests can run processes and reports through Process Scheduler, as well as queries and Data Mover programs 8

9 Where PTF is Used Use PTF Test Description Yes Unit Validate data, business rules, and business processes Yes System Test all processes, such as online and batch functionality, interfaces, conversions, customizations, and reports Yes Integration Test business processes and groups of related processes Yes Parallel Optionally perform throughout all testing stages Limited Performance Measure current system performance Yes Acceptance Validate business requirements in the test move-toproduction phase Yes Regression Retest previous tests 9

10 Typical Usage in PS Projects PTF can be used in New Implementation projects Limited / No existing testing documentation Limited functional resources to participate in testing Highly customized environment Significant ongoing development projects Routinely deploying patches and fixes Savings on cost to buy a separate test automation software 10

11 Features Test Assets Are Stored in the Database As test assets are stored in the database they are readily accessible to anyone with authorized access Tests and test cases (test data) are PeopleTools managed objects They can be included in upgrade projects along with other managed objects and moved to a new database as part of the upgrade process. 11

12 Features Facilitate Maintenance Due to Upgrades The PTF test maintenance process drastically reduces the expense and risk in testing upgrades Provides reports that tell you what changes in the upgrade affect which tests in your test library. 12

13 Integrated Maintenance Reports A Test Maintenance Report shows which objects were changed in an upgrade and which tests are affected by each change. Navigation Create Test Maintenance Report - Manual Tasks Select PeopleTools, Lifecycle Tools, Test Framework, Create Maintenance Reports 13

14 Benefits of PTF Automated testing Consistent across environments Functional testing Speeds testing Reduces testing time and resources Easy to migrate 14

15 Creating and Executing Test Cases 15

16 PTF Configuring PTF Clients Cleaning Up Tests PeopleSoft Test Framework Creating Tests Executing Tests & Reviewing Logs Recording Tests 16

17 PTF Architecture 17

18 Configuring PTF Clients Creating a Connection to a PTF Environment Selecting a PTF Environment 18

19 Execution Options Navigation Select PTF menu, Execution Options. 19

20 Local Options Navigation Select PTF menu, Local Options. 20

21 Creating Tests Using PeopleSoft Test Framework Explorer 21

22 Recording Tests Launching the Test Recorder Test Recorder Toolbar Recording a Test To record a test: 1. Open a test. 2. Launch the test recorder. 3. Hook a browser. 4. Start recording. 5. Perform the test steps in the PeopleSoft application. 6. Stop recording. 7. Close the rest recorder. 8. Save the test. 22

23 Executing Tests & Reviewing Logs Executing a Test 1. With a test open in PTF, select Test, Run. 2. PTF opens the PeopleSoft application specified in Execution Options and executes the test steps. 3. After the test executes, PTF opens the test log in the Log Viewer. Using the Log Viewer 23

24 Reviewing Execution Logs Logs Folder Log Icons 24

25 Cleaning Up Tests Removing Unneeded Steps When you record a test you often record unneeded steps. Correcting Typos To change a value, click in the Value column and retype or edit the text. Modifying the steps Modifying the steps to meet the actual requirement. Adding Steps Manually Some steps which cannot be recorded can be added by giving insert step. 25

26 Best Practices 26

27 Page Prompting & Process Run Page Prompting Testers should record all PTF tests using Page Prompting by default, PTF administrator can update this setting at the database level in PIA at PeopleTools > Lifecycle Tools > Test Framework > Define Configuration Options. Process Run TYPE ACTION RECOGNITION VALUE Use Process Run Feature to run a process in process scheduler. Process Run prcname=pat07; prctype=sqr Report; wait=true; expected=success 27

28 Scroll handling, Libraries & Using Test Cases Scroll handling PTF tests should use scroll handling whenever test data residing in a scroll or grid could change between executions Libraries Whenever testers find that they are coding the same sequence of PTF steps multiple times, they should try to isolate that sequence of steps in a library Library is a special type of PTF test that can then be called by another test Parameter feature provides the user with flexibility in passing values to the library Using Test Cases Testers should clone a unique test case specific to the functionality being entered from the default test case using the test case save as feature 28

29 Comments fields Comments fields PTF supports comments at the Test, Test Case, and Test Step levels. Comments must be used to clearly document the functional testware being automated 29

30 Types Of Variables System Variables, Global Variables, and Reserved Words Use these when the value of an object being set or verified is not known prior to run time Document the usage in the appropriate comment field (usually best at the test step level) Persistent Variables Testers should use persistent variables when they need a test to refer to the value of a global variable that was set during a previous execution of PTF Persistent variables are saved to the PTF database rather than in temporary computer memory. 30

31 Persistent Variables 31

32 Log Messages & Conditional Logic Log Messages Use of log messages (Log.Fail, Log.Message, Log.Pass, etc.) is strongly recommended to help users executing PTF tests to interpret execution log results. Conditional and Looping Logic Use PTF s conditional steps (Conditional.If_Then,.Else, and.end_if) and looping steps (Loop.Do,.For, and.while) to design custom logic not provided by other delivered steps and features. 32

33 PTF Tool Limitations PTF Limitations: Unable to do mass testing Manually updating data for each test case in PTF environment Running Multiple iterations of test data for one test case PTF Sequencer Tool has been designed to overcome three major limitations of PTF To do mass testing through Process Scheduler To update the test data in PTF tables through a spreadsheet. Running multiple iterations of test data for one test case 33

34 Hexaware - PTF Sequencer Tool Technical Process Fetch data from Excel file to Staging table by CI Data moved from Staging table to state record Update the PTF Table data by state record value Passing required Parameter to run the PTF Benefits: Automatically updates the data for the required test case from the flat file Automatically run the updated test case by calling PTF executable file through Application Engine Program User can activate the required sequence test and run the same in the Shell Test program No need to open the PTF environment to change the data or run the test case, it will automatically run through PIA 34

35 New Features added in PTF 8.53 beta Syntax Check Process Run Recognition in recorder settings HTML getcellindex & getcellvalue in the recorder toolbar Prompt for values in the recognition field for complex action types in the PTF editor All strings are recognized only if enclosed within quotes 35

36 Time for Questions 36

37 Poll Results 37

38 Poll Question Results Which PeopleTools Version You Are Using & Below

39 Poll Question Results Which PeopleSoft Application Are You Using PeopleSoft HCM PeopleSoft FSCM PeopleSoft CRM PeopleSoft Campus 39

40 Poll Question Results Planning To Use PTF For Testing Yes No 40

41 Poll Question Results Planning To Do A PeopleTools or Application Upgrade Yes No 41

42 About Hexaware Follow Hexawareon 42

43 Hexaware Overview: Key Facts 201 Active Clients served worldwide (April 12) Delivery Centers 8,624 Employees globally (April 12) 55 Million dollar clients (April 12) Mumbai, Chennai, Nagpur, Pune, Bangalore, New Jersey, Mexico 32 Offices worldwide 308 $ mn Revenues in CY 11 Certifications CMMI Level 5, ISO 9001 & ISO 27001, SAS 70 Type II, PCIDSS Industry Recognitions The prestigious Golden Peacock Award for Excellence in Corporate Governance Ranked among the GLOBAL CIO 2011 winners. Hexaware is the only IT Company to receive this award BPO Excellence Awards subsidiary Caliber Point Best in Corporate Responsibility Practice award by Indy's Awards Top 100 Innovative service Provider by Global Services CIO 100 Ingenious Award EMC Cloud Pioneer Awards Honorees Golden Peacock Award 43

44 Vertical Industry Focus BFS Core Banking Core Retail Banking, Leasing, Cards, and Payments processing Capital Markets - Asset Management, Reference Data, Enterprise Data Management Insurance Life and Non-Life around Policy admin, Claims, and Analytics Compliance and Risk Management Counterparty risk models, Stress testing models, and Basel III compliance roadmap Travel & Transportation Core expertise in critical applications like E-Ticketing, E Commerce, Passenger Reservations, Cargo Handling, Crew Scheduling & Aircraft Maintenance,, MRO. Expertise in IBM/UNISYS Mainframe, Open Systems, Web Technologies and specialized skills in TPF, ALCS, TIP, USAS Expertise in Logistics systems, Warehouse management systems, Transportation management systems, logistics business intelligence and analytics Healthcare & Insurance Expertise in Employee Benefits, Policy Administration and Claims for Life, Health, General and Annuities. Innovative & automated solutions / services with specialization in Regulatory Compliance (HIPAA 4010 to 5010, ICD-9 to ICD-10, Solvency II, SIGeDIS, 401K). Enterprise Data Management, Business and Predictive Analytics for Insurance. Expertise in Pharma Analytics (Market Research Services and Managed Care Services) and Payer Analytics. Automated test accelerators for Policy Admin, Claims, Enrollment products. Specialized testing services around ICD-9 to ICD-10 transition. End-to-end Integrated Claims Management Services (IT & BPO). 44

45 Technology Practice Focus Enterprise Solutions One stop ERP provider: SAP, Oracle, PeopleSoft, Siebel Alliances with SAP, Oracle-PeopleSoft Specialized in HRMS, Financials, CRM, Supply Chain Shared Services Support Quality Assurance & Testing Services Comprehensive set of solutions Consulting and Governance, TCoEs, Automated and Manual Testing, ERP testing accelerators, OneSource, esignature and CloudTesting, Strategic alliance with HP, IBM, ORACLE, SOASTA, Jamo Solutions, Greenline and Validata Dedicated Testing Center of Excellence Dedicated Automation and Performance Center of Excellence (CoE) Mobile Application Testing (CoE) HP award: BTO Implementation Partner of the Year in 2006, 2008 & 2009 Infrastructure Management Services Expertise Spanning Entire IT Infrastructure Lifecycle World Class Tier III Datacenter 24/7 End User Services Global NOC & Global SOC dedicated to Infrastructure Services Enterprise Security Solutions Cloud & Virtualization 45

46 Technology Practice Focus Business Process Outsourcing Wholly owned BPO arm - Caliber Point Business Solutions Recognized as Emerging global HRO leader Proven processes and delivery capability in Shared Service Center Setup and Execution, Transaction Processing for complex processes, Transition Management Business Intelligence/Analytics Actionable Intelligence Enabled Establish : Strategic BI Roadmap Definition, Enterprise Data Warehouse Governance, BI Platform Evaluation, Business Case - Benefits Insight Enhance : Analytics Implementation, Product Upgrades, Dashboard Deployment, Data Integration Extensions, Data Quality - MDM Transform : BI CoE Setup - Factory model, Platform Consolidation, Product Migration, Metadata Management, BI 3.0 Integration (Mobility, Social Media, Cloud, Big Data) Experts on multiple BI platforms, BI Innovation Lab- Saves up to 40% of effort on your DW / BI deployment with absolute focus on quality with our patent pending IP s. Custom Application Services JAVA application services NET application services Legacy re-engineering 46

47 Thank You 47

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