IBM/PeopleSoft

Sizing and Planning Questionnaire

IBM Sizing Center

1-800-IBM-0222

When completed, please

Send electronically to [email protected]
or
fax to:
1-919-485-2941
(Version 9.12.2002.09)
New version update every 60 days

Please use this document to gather information that will be used to size PeopleSoft applications on
IBM platforms. Direct questions regarding this questionnaire to the IBM Sizing Center as listed
above.
A sizing estimate is an approximation of the hardware resources required to support an ERP
implementation. It is a pre-sales effort based on information available at a point in time, providing
an entry into understanding the customers hardware requirements. Customers actual
experiences will vary from the sizing estimate for many reasons, including batch and reporting
workloads, and custom code. The degree of variability can range from small to very significant.
IBM assumes no liability for actual results that differ from the sizing estimate.

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Table of Contents
1. Letter of Understanding

2. Company Information

3. Suggestions on Completing this Document

4. Part 1 - Platform Selection

5. Part 2 - System Configuration Input

6. Part 3 Processor/Memory sizing inputs

7. Batch Processing Requirements and inputs

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Dear Customer:
Thank you for the requesting a sizing estimate for your IBM-PeopleSoft implementation. As one of
PeopleSofts leading alliance partners, IBM can provide the total infrastructure required to implement
your PeopleSoft solution including hardware, software, middleware, services and financing. By
following a highly successful, proven sizing process, IBM can recommend an infrastructure that can
meet your needs today as well as grow with you in the future. The output consists of a customized
approximation of the hardware resources (processor, memory, and disk space) required to support
your PeopleSoft applications. Please note: the accuracy of the sizing estimate is highly dependent
upon the accuracy and completeness of the responses in the attached questionnaire.
To help this process go as smoothly as possible, we would like to offer the following suggestions:
1) To ensure that you receive the best possible results, please consult members of your organization
that are knowledgeable in the areas affected by the PeopleSoft products you are considering. They
will probably have the best view of how your company will use these applications and will be able to
answer many of the questions asked in this document. This helps insure that the document is as
complete and more accurately reflects your companys environment. It is also recommended that you
contact you local IBM representative. They will review the questionnaire input and will help you
incorporate the output into your over all project plan. If you need assistance in contacting your IBM
representative please send and e-mail to [email protected]
2) As you proceed in your evaluation, it is vital that all affected business units, information technology
departments, end users and decision makers are made aware and are in agreement with your goals and
objectives. We have found that the most successful implementations are those where planning and
teamwork are given the highest priorities3). We recognize that it may be difficult to provide exact
numbers on many of these questions. A sizing estimate is based upon information available and a
particular point in time and is subject to change. As your implementation progresses, new data unique
to your implementation will become available. At that time you will find it advantageous to revisit the
sizing process. In fact, IBM as well as PeopleSoft recommends that customers re-size their PeopleSoft
environment at least three times during their project cycle:
1. Early in your project planning phase
2. After implementation.
3. During testing as required when workload parameters change.

Thank you for considering an IBM-PeopleSoft solution. If you have any questions or need help
completing this questionnaire, please contact us at 1-800-IBM-0222.
Thank you!
IBM

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Company Information:

Company Name:
Street Address:
City, State Zip
Contact Person:
Phone Number:
Email address:
FAX Number:
Industry:
Other Vendors:
IBM Client Rep:
Phone Number:
Email address:
IBM Product Specialist:
Phone Number:
Email address:
PeopleSoft Partner:
Phone Number:
Email address:
OMSYS Number:
(completed by IBM)

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Suggestions for completing this document:

This document is composed of two sections or parts. Part 1 helps us determine if any additional
requirements are needed regarding this PeopleSoft implementation. Part 2 is used to estimate the size
and number of IBM processors to support your PeopleSoft on-line users and application batch
requirements. The following terms and instructions will help you answer the questions appropriately.

New Workload - The detailed description of user counts and batch application jobs that are found
in Part 1 are for new workloads only. Please do not include a description of user counts and batch
application jobs information for currently running workloads.

Existing Workload - If you plan to add a new workload to an existing PeopleSoft production
system, a table is provided below to describe that system.

Total User Population - The total number of named users that may or may not access the
PeopleSoft application. This is potentially everyone that could sign on to the PeopleSoft
application. This pertains to new workload only.

Total Active Concurrent Users - The peak number of users during a one-hour period that are
logged into a PeopleSoft application actively doing work. The one-hour period should be the time
of day when you have the most user activity. It important that no single person is counted
twice. For instance, a user may be logged on the Accounts Payable and Purchasing
applications at the same time. Please count them once in the application that they use the
majority of the time during the peck hour. A user that logs on to an application but never
submits any transactions (updates or requests via PeopleSofts interface) is not an active
concurrent user. Different users will affect the processing requirements based on their type of
work (application) and their intensity. To distinguish the type of active concurrent user for each
application, use the designation of HEAVY, MODERATE, or LIGHT.

HEAVY USER - a user whose principal job requirement is to enter, request and update data. They
submit transactions frequently. This type of user is sometimes referred to as a power user
operating in a heads down data entry or update mode. This pertains to new workload only.

MODERATE USER - a user that enters data, requests data and updates the database regularly
but their requirements are not as intense as those of a heavy user. You may consider a moderate
user workload is half as much as a heavy user workload. This pertains to new workload only.

LIGHT USER - a user that submits PeopleSoft requests or updates infrequently (for example a
few times an hour). This pertains to new workload only.

CAPACITY PLANNING - It is assumed that this sizing request is for an estimate of IBM
systems that will run new PeopleSoft applications in your organization. The request is defined as a
new pre-sales sizing request. If you already have an existing IBM system running PeopleSoft
applications and you would like to add more users or batch application work, you need capacity
planning assistance. For capacity planning assistance please contact your IBM ERP Sales
Specialist. If your capacity planning needs are S/390 related, please contact IBM Techline at (888)
426-5525

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If you are considering switching your PeopleSoft applications from another vendor to IBM, please
contact your IBM ERP Sales Specialist because additional information would be required about
your environment.

Periodically, the IBM-PeopleSoft Sizing and Planning Questionnaire is revised. Before taking the
time to complete it, you should make sure you have the most recent version. To obtain a softcopy
of the questionnaire, use the URL: www.ibm.com/erp/sizing or send a request to the IBM Sizing
Center at [email protected].

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Part 1 - Platform Selection

Please indicate the desired PeopleSoft release and server and Database
information for this sizing.
PeopleSoft Release

( ) 7.5x

( ) 8.x

( ) 8.4

Database Server:
Application Server:

( ) pSeries
( ) pSeries

( ) xSeries
( ) xSeries

( ) zSeries

Type of Database:

( ) DB2

( ) Other: Please specify________

Are PeopleSoft applications currently installed at your company on a production

system? Yes ___
No ___
Do you plan to run a new workload on a currently installed PeopleSoft production
system? Yes ___
No ___
Please complete the following table to describe the installed system.
Database
Server

Application
Server

Batch Server

Report
Server

Non-Production
Server(s)

Vendor/Model e.g.
IBM - pSeries 690
No. of
processors/speed
e.g. 8 X 1.1 GHz
Memory (gb)
Percent of CPU
Utilization at the
peak time e.g. 55%
Physical disk size
e.g. (GB)
PeopleSoft DB
storage size (GB)
* Peak non-OLTP %

Please provide to the best of your abilities the percentage of work allocated to PeopleSoft
reporting and ad hoc queries. Please express it as a percentage. For example, 30% of our end user
workload is reporting and query work. ______

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PART 2: System Configuration

System Configuration Input and Default values:
Customer Preferences: default bolded
Mirrored disks (applies to pSeries-RS/6000) (Y/n)
RAID disks (applies to xSeries and pSeries ) (Y/n for xSeries)
Logical three-tier configuration (y/N)
Physical three-tier configuration (Y/n) Dual systems hardware failover (i.e. HACMP for DB server) (Y/n)
Dual systems hardware failover (i.e. Redundant Application servers)
(y/N)
Network failover (i.e. redundant web servers) (Y/n)
UPS in each system (y/N)

Planned

System Infrastructure and Support:

Customer Preferences:

EXISTING

PLANNED
for this workload

Tape Subsystem requirements

Performance Tools S/W required

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PART 3: Processor/Memory Sizing Inputs:

Please complete the tables on the following pages for each of the applications that
you will be implementing.
If you are installing applications that are not listed in one of the application suites,
please write the application in one of the rows labeled Other. If you are not
sure which suite the application is in, please contact your PeopleSoft
representative, or you can look on the PeopleSoft Customer Connection Web Site
at www.peoplesoft.com. Access "Product" and then "Product Lines", which will
list all of the applications in each application suite.

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Please identify if the new workload that will be described in the table below is for a new
system or if additional modules are being added to an installed system:
New System
Yes___ No____
Additional Modules being added to an installed system
Yes___ No___

-------------------------------------------------------------------------------------------------------APPLICATION

Total
Named
Users
(See
NOTE1)

ACTIVE CONCURRENT
USERS
(See NOTE2)
Heavy

Moderate

Total Active
Concurrent
Users in 3
Years (if
known)

Light

Human Capital
HR
Benefits
Payroll
Time & Labor
Reporting
Other:
Learning
Admissions
Student
Other:
The HR Self Serve application sizing does not
distinguish between types of users. In the rows below
specify the total number of concurrent users for each
function.

HR Self Serve
eBenefits
ePAY
Other:
Other:

NOTE 1:Please include ALL users that will have access to the application in the Total Named
Users Column. Do not count users twice (For Example: If you have 5 Benefits users who also
use the Payroll application, please specify a total of 5 users between the 2 applications.
NOTE 2:The sum of the Heavy, Moderate and Light users should equal your Peak
Concurrently Active users. Do not count users twice
APPLICATION

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Total
Named
Users

ACTIVE CONCURRENT
USERS
(See NOTE2)

Total Active
Concurrent
Users in 3

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(See
NOTE1)

Years (if
known)
Heavy

Moderate

Light

Financials
General Ledger
Accounts Payable
Accounts
Receivable
Asset Mgt.
Project Costing
Budget
Reporting
Other:
Other:
Supply Chain
Management
Purchasing
Inventory
Billing
Order Mgmnt
Other:
Other:
The Supply Chain Self Service sizing does not
distinguish between types of users. In the rows
below specify the total number of concurrent users
for each function.

Supply Chain
Self Service
eProcurement
eProduct Mgt.
eBilling Payment
eStore
eSupplier
Collaboration
Other:
Other:

NOTE 1:Please include ALL users that will have access to the application in the Total Named
Users Column. Do not count users twice (For Example: If you have 5 GL users who also use
the AR application, please specify the 5 users either for GL, or for AR, NOT both.)
NOTE 2:The sum of the Heavy, Moderate and Light users should equal your Peak
Concurrently Active users. Do not count users twice.
.
APPLICATION

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Total
Named
Users

ACTIVE CONCURRENT
USERS
(See NOTE2)

10

Total Active
Concurrent
Users in 3

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(See
NOTE1)

Years (if
known)
The CRM application sizing does not distinguish
between types of users. In the rows below specify
the total number of concurrent users for each
function.

CRM
Support
Sales
Field Service
Help Desk
Marketing
Interaction Mgmt
Other:
Other:
PS Portal

What is the peak number of concurrent

users of the PeopleSoft portal applications?

Other PeopleSoft
Applications
EPM
Other:
NOTE 1:Please include ALL users that will have access to the application in the Total Named
Users Column. Do not count users twice (For Example: If you have 25 Sales users who also
use the Support application, please specify the 25 users either for GL, or for AR, NOT both.)
NOTE 2:The sum of the Heavy, Moderate and Light users should equal your Peak
Concurrently Active users. Do not count users twice.

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Non-production
Systems

Total
Number
Of
(concurrent)
Instances
See NOTE 3

Example: Test
Development
Test
Training
Quality
Assurance
Other
Other
Total number of
(concurrent)
non-production
instances

ACTIVE CONCURRENT
USERS
(See NOTE 2)

Heavy
4

Total Active
Concurrent
Users in 3
Years (if
known)

Moderate Light
2
1

EPM
CRM
Other:
NOTE 2:The sum of the Heavy, Moderate and Light users should equal your Peak
Concurrently Active users. Do not count users twice.
NOTE 3: Please include ALL (concurrent) instances of each functional non-production system
in the Total Number of Instances Column. The default for total number of concurrent
instances for all non-production is 3.

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Batch processing requirements:

Please fill in Table 1 providing information about your batch application(s), for example:
Application = Payroll
Total items processed = 40,000 paychecks
Number of items in the largest group to process = 10,000 paychecks
Definitions
Application:
The desired batch job to be completed.
Total items processed The total amount of things to process, e.g. number of paychecks for
Payroll, journal lines for General Ledger, or invoices for Accounts
Receivable etc.
# Items in largest group: If the total items processed is composed of separate groups within the
batch job, e.g. multiple paygroups for Payroll or multiple business units
for General Ledger, how large is the largest group? We use this
information to make sure the largest subgroup can run on a single
processor of a multiple processor system in batch windows specified in
Table 1.
Table 1 - Identify the batch processes that apply to your company and specify the time required to
complete each batch job:
Application

Payroll
Benefits Administration
Time & Labor
General Ledger
Accounts Receivable
Accounts Payable
Inventory
Purchasing
Billing
Other batch Processes

Item type

Total
items
processed
on a peak
day

Number of
items in the
largest group
processed on a
peak day

Time of day
job runs
(ex. 10am-3pm)

Maximum time
period for
job to run
(ex. 2-3 hrs)

paychecks
employees
employees
journal
lines
invoices
vouchers
# of lines
# of lines
# of lines

During what time of day is your system at peak usage (ex. 9am-5pm)______________________?

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