January 2008 OASIS Monthly
Coordination Meeting
January 9th 2008
Agenda
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Max’s updates
Updates and Fixes
Migrations and Critical Processing
Upcoming milestones and functional
director updates
Max’s updates
• Milestones
• New Intake Process
• LoveFest 08
Updates and Fixes
– What did we do?
• Tax update 7E & 7F for SA
• CS Bundle 12/Regs1 for SA
• CRM Bundles 27 – 30
– How did we do?
• Participation
• Improvements in process this time made a difference
Updates and Fixes procedures
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Determine schedule (with OASIS Leads/teams). This includes enough time for applying to DEM, refreshing another environment from
PRD and using that environment to apply the upgrade, run compare reports and analyze retrofits, provide adequate time for User
Acceptance Testing/issue resolution, and time to apply to PRD (we have to consider payroll weekends, maintenance, etc)
Distribute release notes to all teams.
Submit incidents for each task required throughout the process. This includes refreshes.
Determine designated contacts for each functional area – Retrofit developers (needed for compare reports and determining whether to
apply ASU customizations), analysts, Production verifiers, On Call Technical Resources, Signoff, Go/No Go decision. These contacts
are required to assist with the entire process.
Send communication throughout each phase of the upgrade (DEM, DEV, TST, PRD). Ensure OPS and TOPS are aware of each phase.
Apply bundles to DEM environment. Run compare reports and distribute to ASU.
Refresh designated upgrade environment (i.e. IDP) from PRD. Lock users except exempt users. Migration freeze begins. Developers
can continue working in DEV until bundles have been applied to PRD.
CMS apply bundles to designated upgrade environment. When complete, unlock developers who will apply retrofits in the upgrade
environment so that no one can overwrite what has been applied.
Developers apply retrofits and insert into their own retrofit projects. Systems team creates main retrofit project and merges developer’s
retrofit projects. Follow ASU retrofit process.
Security team applies manual security changes.
Developers should unit test in designated upgrade environment.
Refresh TST from PRD. Run compare reports and distribute to ASU. Lock users until testing can begin.
Apply bundles to TST environment. Migrate retrofit project from upgrade environment to TST. Systems Team – migrate emergencies
that have been applied to PRD in between this time. Work with developers if objects in the bundles are affected.
Security team applies manual security changes.
Unlock all users. Open up TST for user acceptance testing.
Record issues reported and determine resolution (with the help of OASIS contacts and CMS contacts).
Obtain signoff from Functional leads to move to PRD. Directors determine go/no go if we do not receive signoff from all teams.
Acquire contact information (phone/email, distribution lists) for weekend applied to PRD – we need an ‘on call’ developer/analyst list to
resolve any issues that are ‘fixable’ by ASU.
Obtain final list of ‘PRD verifiers’. Need asurite ID’s and email addresses to send notifications when PRD is ready.
Determine any ‘special circumstances’ for that weekend the upgrade is applied to PRD. (i.e. SUP refresh needed). Communicate to
CMS and ASU Operations.
Apply bundles to PRD. (lock out all users except verifiers/exempt users, PS_ id’s, PRC id’s)
Security team applies manual security changes (if needed).
Distribute notification to verifiers to signoff when upgrade is complete. OPS,TOPS included in communication.
When Verifier signoff complete, unlock users to open up to everyone (only if we lock users). Send out communication that Signoff is
complete. Migration freeze ends.
Refresh non-PRD environments.
Updates and Fixes Process
Emergency fixes
2) Refresh IDP from PRD
3) Refresh TST from PRD
PRD
Migrate retrofit project
from IDP to TST
4) Migrate retrofit project
from TST to PRD
SUP
6) Refresh DEV from PRD
TST
5) Refresh IDP from
DEV
DEV
Upgrade environment
1) Refresh DEM from DEM
master backup and upgrade
DEM
Bundles Roadmap
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CS Bundles
– CS 8.9 Bundle 13
– CS 8.9 Bundle 14
– CS 8.9 Bundle 15
– CS 8.9 Bundle 16
HR Bundles
– HR 8.9 Bundle 13
– HR 8.9 Bundle 14
– HR 8.9 Bundle 15
– HR 8.9 Bundle 16
– HR 8.9 Bundle 17
– HR 8.9 Bundle 18
CRM Bundles
– CRM 8.9 Bundle 31
– CRM 8.9 Bundle 32
– CRM 8.9 Bundle 33
– CRM 8.9 Bundle 34
– CRM 8.9 Bundle 35
1/18/2008
4/18/2008
6/27/2008
8/29/2008
9/10/2007
12/12/2007
3/10/2008
6/10/2008
9/8/2008
12/10/2008
1/9/2008
2/20/2008
4/2/2008
5/14/2008
6/25/2008
Bundles Roadmap
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Tax Updates
– 08-A
– 08-B
– 08-C
– 08-D
– 08-E
– 08-F
1/18/08
3/31/08
6/16/08
8/25/08
10/27/08
12/08/08
FA Regulatory Releases
– Regs1 2009/2010
– Regs2 2008/2009
– Regs3 2008/2009
– Regs4 2008/2009
10/31/2008
1/18/2008
4/18/2008
6/27/2008
Upcoming Milestones
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Final W-2 test files - 01/14/08
Production W-2 file produced - 01/14/08
Spring 08 semester starts - 01/14/08
Grades for winter semester - 01/14/08
FA Document Assignment (ISIR Load) - 01/15/08
FA Student Self-Service Information - 01/15/08
Regs2/CS Bundle 13 released - 01/18/08
January maintenance window - 01/19/08
1098T produced for 2007 - 01/30/08
Effort reporting certification for summer 07 - 01/31/08
FA Direct Loans Plus for Parents/Graduates - 02/01/08
Summer Registration Begins - 02/04/08
Tuition plan enrollment - Spring 2008 - 02/04/08
Summer 2008 Tuition calculation - 02/04/08
21st day reporting starts - 02/04/08
Spring 08 Acad Status Report #1 starts - 02/11/08
Migrations and Critical Processing
• Currently in critical processing period
• All migrations from now until Jan 21st
considered ‘emergency’ and require Max’s
approval
Functional Director Updates
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HRIS
SA
CRM
Administrative Systems
HRIS Priorities
• Year End / W-2 Process
– Year-to-Date Balance Report
– Ceridian to Print W-2s
– Self Service W-2 Print Option available to
Employees
• Customer Service Enhancements
– CRM/PerceptIS
– Improving time to close
HRIS Priorities
• Manager Self Service Workflow
Enhancements
• Contract Roll-off Project
• Pre-Collect Project
SR Priorities
• Stabilize many pieces of the Processes (cohorts,
milestones, transcripts, advisement, conversion
cleanup)
• Enhance Faculty experience (connections to
Learning Management Systems, ie. BlackBoard)
• Self Service Graduation
• Self Service Withdrawal
• UG Advisee/Advisor relationship capture
• Summer 2008 setup and enrollment
• Fall 2008 setup and enrollment
AD (GR & UG) Priorities
• Finish Fall 2008 Admissions processing
• Redesign of the Graduate application using
fusion technology
• Start review of processes and changes for
Fall 2009 UG admission process (new
transfer admission group)
• Electronic transcripts and Docufide
DARS Priorities
• New exception pages for Academic
Renewal
• Fine tuning interfaces with PS and DARS
based on updated specs
• Support of eAdvisor and upcoming changes
to transfer admission processing.
CRM Priorities
• Completed CRM bundle upgrade
(THANKS)
• Address performance and get benchmarks
• Adding improved sync process with HRSA
(people, worker)
• Large list of items from initial
implementation (phase 2) – will work with
customers to set order
Administrative Systems
• Mainframe Changes
– New machine ½ size
– IDMS lic ends 3-1-2008
• Archiving SIS transcript sis information
• Budget Book
– Completed for fiscal 2008
– Beginning requirements for Fiscal 2009
• Outlook soft and HRIS interfaceing
Administrative Systems
• Advantage - Financial
– Year end processing
– Peoplesoft interface completion
• Research
– RFO creation for Grant management
– Effort reporting
• Rolling into Production
• Training , time certification