UCPath Implementation
Update
June 2013
UCPath Implementation Planning
UCPath UCOP Project Structure
UCPath UCOP Production Support
Workstreams in Progress
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Vendor Management – Bob Baum
UCPC Support Integration – Carrie Gatlin Juna LaMay
Incident Management – Gary Keith
Release Management – Wayne Templeton
Change Management – Pamela Sampson-Smith
Technical Access Management – Carrie Gatlin
Service Design – Tara Brant
Staffing – ITS Sr. Management Team
Wave 2 Implementation Planning
• Formal wave 2/3 implementation kick-off took place
May 15th 2013
• Local UCD planning and resourcing has started for
campus and UCDHS
• All locations have requested UCOP for UCPath sandbox
to help with local process analysis and implementation
planning
The work in front of us…
Workstream
Interface Development
Data Conversion and Cleanup
ODS, Local Reporting, Tier n
Business Process Alignment
Application Security and UCPath Access
Identity Management (IDM)
TAM & E-Per
Change Management
Communications
Training
Testing
Interface Development
Outbound
flow
Location
Tier1
Nightly
Incremental
UCPath
Location
ODS
Inbound
flow
Interface groups
–
–
–
–
General
Time and Attendance
Parking
SIS/Work study
–
–
–
–
Commitment Accounting
Base
IDM
3rd Party
Interface Development
Color Key:
Multi-Site
Webinar
Attendees
Functional and
Technical
Owners
Local work
Workstream
Kickoff
Local Prep
Detail
Interface
Walkthrough
Local
Workstream
effort begins
Follow-up
Interface
Walkthrough
Site Specific
Interface
Walkthrough
Common
Challenges
Update
Site Specific
Q&A
Sessions
On-going
Mentoring &
Support
1-on-1
UCPath/Locatio
n
Interface Development Activites
– Step 1: Identify Interface Functional and Technical Owners
– Step 2: Assemble Local Interface Inventory and Data
Dependencies
– Step 3: Assess Applicability/Availability of Reusable Code
– Step 4: Evaluate ODS vs. Tier-1 Outbound Interface
Options
• Tier-1 Interface Files
• ODS/Local Data Warehouse
– Step 5: Review UCPath Functional and Technical Designs
– Step 6: Attend the Tier-1 Interface Design Walkthroughs
– Step 7: Create Schedule for Interface Development
Interface Development
UCPath Implementation Timeline
Apr-13
Wave 2
Jul-13
Oct-13
Jan-14
Apr-14
Jul-14
Application Design & Dev & Location Dev Support (Incl TAM)
Oct-14
Jan-15
Apr-15
Jul-15
Go Live
Support
Wave 3
Application Design & Dev & Location Dev Support
Go Live
Support
UCD Interface Development Team
Design, develop & unit test inbound/outbound interfaces and
existing applications
Lead: Anantha Kadur
UCDHS: Mangesh Kamble
Team Members:Jeremy Dalbeck, Nancy Wilson, Cindy Jones,
Debra Henn, Jonathan Keller, Susan M Moore, Irene HorganThompson, Linda Durst, Penny Knutson, Jacqueline Velasquez
Marion Randall, Curtis Bray, Tom Poage, Jamila Sahakian,
Henry Xiang, Alex Alfieri, Pari Velji, Brian Waechter, Tim Olesen
Brad Harding, Eric Rothgarn, Nathan Affleck, Luci M. Schmidl
UCDHS Team: Fanny Tung, Michael Marchant, Jonathan Opie
JoAnna Askew-Hill, Cecilia Labrado, Sharon Huckfeldt, Drew
Pokorney, Ann Steele, Elisabeth Lippuner, Wanda Brown, Carol
Shimada, Susana Lee
Data Conversion and Cleansing
Location
Data Conversion and Cleansing
Color Key:
Multi-Site Webinar
Attendees
Functional and
Technical
Owners
Local work
Workstream
Kickoff
Local Prep
Detail Activity
Walkthrough*
Local
Workstream
effort begins
Follow-up
Activity
Walkthrough
Site Specific
Activity (non-PPS
data)
Walkthrough
Common
Challenges
Update
Site Specific
Q&A
Sessions
On-going
Mentoring &
Support
1-on-1
UCPath/Location
Data Conversion and Cleansing
• Activities
– Step 1: Local Preparation- Identify Data
Conversion/Cleanup Contacts
– Step 2: PPS Data Cleanup Activities
– Step 3: Gather Non-PPS Data
– Step 4: Perform GAP Analysis on Existing Staging Table
Layouts
– Step 5: Define and Review Key Data Sets Required for
UCPath
– Step 6: Copy Local PPS Instance
– Step 7: Identify Test/Validation Population
– Step 8: Validation Activities
Step 2: Data Cleanup Requirements
Data Cleansing Includes:
• Eliminating unnecessary data records
• Merging duplicated data
• Identifying and correcting inaccurate or
missing data
• Reformatting and standardizing data so that it
can be converted
• Gathering information that does not exist in
any legacy system but is required in UCPath
Step 3: Gathering Non-PPS Data
• Absence Mgt Balances
• Department Budget *
• Direct Deposit Bank *
• Direct Deposit *
• Emergency Contacts
• Encumbrance *
• Garnishment *
• Garnishment Vendor *
• Reports To*
• IDM
• Profile Degrees
• Profile Licenses
• AD&D Dependents
* These data elements are more complex to complete
Step 5: Define & Review Key Data Sets
• Provide Department Tree Information
• Provide and Review “Reports To”
Information
• Review Pay Groups
• Review DOS Code Mapping
• Review Salary Plans
Data Conversion and Cleansing
UCD Data Conversion Team
Work closely with UCOP PMO to plan, execute and test the
conversion and migration of campus data to from PPS to UCPath.
Lead: Anantha Kadur
UCDHS: Drew Pokorney
Team Members: Elizabeth Ehnat, Mary Ann Beall, Cindy Jones,
Kathy Stuhr, Theresa Schumacher, Bobbie Lasky, Gee Lee, Linda
Durst
UCDHS Team: Misti Lang , Sharon Huckfeldt, Janette Manuel,
JoAnna Askew-Hill, Cecilia Labrado, Terri Maddera, Fanny Tung,
Mangesh Kamble
ODS, Local Reporting and Tier n
Tier n
analysis
ODS Development and Local
Reporting
ODS, Local Reporting and Tier n
• Activities
– Step 1: Prepare Local ODS Team
– Step 2: Identify Local Reporting and Tier-n Data
Requirements
– Step 3: Review ODS Design Documentation
– Step 4: Schedule Site Specific Q&A Sessions
– Step 5: Determine ODS Report Development
Approach
UCD expects to collaborate with other locations to
reduce any duplication of efforts.
Identity Management (IDM)
• Activities
– Step 1: Upgrade and Configure Shibboleth
– Step 2: Provide Test Accounts
– Step 3: Accept/Generate Test Messages and
Responses
– Step 4: Modify Internal Systems
– Step 5: Support Two-Way SSL-protected SOA
Endpoints for Message Receipt and Sending
– Step 6: Provide Conversion Data to UCPath
– Step 7: Perform Local Data Conversion
– Step 8: Testing
The work in front of us…
Workstream
Started
Interface Development
Wave 2 kick-off June 6th;
UCD: In Planning
Data Conversion and Cleanup
Wave 2 kick-off June 4th;
UCD: In Planning
ODS, Local Reporting, Tier n
UCD: In Planning
UCD: Recruiting for lead/analyst
Business Process Alignment
UCOP kick-off Sept ‘13
Application Security and UCPath Access
Identity Management (IDM)
TAM & E-Per
Change Management & Communication
UCOP Status: In Planning
UCD: In Planning; Recruiting
UCOP Status: In Planning
UCD: Recruiting for lead/analyst
UCOP kick-off July/August ’13
UCD: Recruiting for lead
Training
UCOP kick-off Sept ‘13
Testing
UCOP Status: In Planning