North Dakota University
System
Campus Solutions
Project Plan
Campus Solutions Upgrade to 9.0
September 28, 2007, Baseline Version
Presented by:
Jennifer Kunz, PMP
Assistant Director, Campus Solutions
Table of Contents
Introduction ................................................................................................................................................................... 3
Purpose of this document ........................................................................................................................................ 3
Background .............................................................................................................................................................. 3
Project Purpose........................................................................................................................................................ 3
Project Assumptions and Constraints ...................................................................................................................... 4
Project Approach...................................................................................................................................................... 4
Scope Management ..................................................................................................................................................... 5
Product Scope.......................................................................................................................................................... 5
Project Scope Statement ......................................................................................................................................... 5
Scope Control ........................................................................................................................................................ 13
Acceptance Management (Deliverable Acceptance Process) ............................................................................... 13
Time Management ..................................................................................................................................................... 14
Baseline Schedule ................................................................................................................................................. 14
Schedule Control.................................................................................................................................................... 15
Cost Management ...................................................................................................................................................... 16
Budget .................................................................................................................................................................... 16
Cost Control ........................................................................................................................................................... 16
Quality Management .................................................................................................................................................. 16
Quality Control ....................................................................................................................................................... 16
Human Resources Management................................................................................................................................ 17
Project Organization Chart ..................................................................................................................................... 17
Team Directory....................................................................................................................................................... 18
Roles and Responsibilities ..................................................................................................................................... 18
Communication Management .................................................................................................................................... 20
Communication Management Plan ........................................................................................................................ 20
Risk Management and Issue Management................................................................................................................ 21
Risk Management Plan .......................................................................................................................................... 21
Issues Management Plan ...................................................................................................................................... 21
Appendix I................................................................................................................................................................... 23
Baseline Project Schedule .................................................................................................................................. 23
Appendix II.................................................................................................................................................................. 26
Training Plan .......................................................................................................................................................... 26
Potential Classes ................................................................................................................................................ 26
Testing Plan ........................................................................................................................................................... 27
Functional Testing ............................................................................................................................................... 27
Technical Testing ................................................................................................................................................ 28
Appendix III................................................................................................................................................................. 29
Change Control Log ............................................................................................................................................... 29
Risk Management Log ........................................................................................................................................... 29
Issue Management Log ......................................................................................................................................... 29
Deliverable Acceptance Log .................................................................................................................................. 29
Baseline Project Plan Approval .................................................................................................................................. 30
Sign-off ................................................................................................................................................................... 30
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Introduction
Purpose of this document
The purpose of the Project Plan is to define the project scope, schedule, budget, and quality expectations of the
project, and to provide a comprehensive strategy for managing the project.
Background
Project Background:
ConnectND is North Dakota’s implementation of Oracle PeopleSoft financials, human resources, and
student administration applications across North Dakota’s State Government and University System. The
Oracle PeopleSoft implementation provides web-based applications for its users.
NDUS Institutions originally went live with Campus Solutions, beginning in October 2003 with two pilot
campuses. In 2004, five additional campuses went live with campus solutions and in 2005, the remaining
four campuses were live. In 2005, PeopleSoft was purchased by Oracle.
Business Need:
The decision on whether to upgrade or not, or whether to upgrade to version 8.9 or 9.0 was based upon
several factors. The primary driver to upgrade is Oracle published end dates for application support. The
Campus Solutions portal will go unsupported in March 2008 and the application software will go
unsupported at the end of August 2008. The lack of support would mean that changes to meet regulations
and security, performance and other issues would not be available and the application would fail to meet
business requirements.
In determining whether or not to upgrade to 9.0 several factors were considered. First, in the Oracle Health
Check it was Oracle’s opinion that we should bypass version 8.9 and move directly to 9.0. Second, 9.0
offers much additional functionality not provided in version 8.9. Many of these are the functionalities, such
as the ability to have multiple GPA’s or the ability to easily modify the transcript, which the Institutions have
been requesting. Third, the 8.9 software, from what we’ve become aware of on the listserv, has many
issues that are resolved in 9.0.
The decision to move to the Oracle 9.0 Enterprise Portal is to keep all software in sync and to allow us to
fully take advantage of the software’s capabilities.
It was these factors that led us to determine that version 9.0 would be a much more viable product for
upgrade versus 8.9. Finally, Oracle is providing migration paths from versions 8.0 to 8.9 and 8.0 to 9.0.
The version 9.0 software puts the Institutions of the NDUS in a much better position for eventual movement
to the Fusion product.
The decision to move to the Oracle 10g database software was driven by the Oracle Health Check which
indicated that we would gain performance and be better prepared for Fusion by using this opportunity to
change databases. Application changes will also more likely be available and tested on the Oracle
database prior to that of other vendor’s products.
Project Purpose
The purpose of this project is to upgrade the existing NDUS student administration system to Campus Solutions 9.0
and to migrate the database from a SQL platform to an Oracle platform.
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Project Assumptions and Constraints
Assumptions:
1. Project staffing will be sufficient to allow us to meet the deadlines imposed on the project plan and if it is
not, we will hire contracted resources.
2. Consulting help will be available to assist us through this first major upgrade and to ensure that we
continue the level of support for 8.0.
3. Campus staff, especially the User Groups, will be available to ensure the project keeps progressing; the
project management team will give campus staff at least 30 days lead time, but sometimes only a short
notice will be possible.
4. The project scope and schedule will be driven by effort estimates.
5. Sufficient consulting assistance will be available for loading of both the Oracle database as well as the
conversion of current data.
6. Sufficient funding will be available for training of programming and technical staff with changes to the
technology.
7. At the appropriate time during the upgrade there will be a stop put on all developments and migrations of
projects.
8. We will need to maintain the bundles and fixes on the current 8.0SP1 system.
9. After the infrastructure upgrade and the start of the Fall 2007 semester, this project will have priority status
over all other projects and staffing will be adjusted accordingly.
10. Staff will, in general, be able to maintain a normal work schedule and take vacation time which if not taken
will be lost according to NDUS policy.
11. New functionality will only be considered for implementation at this time if it replaces an existing
customization.
Constraints:
1. Schedule:
o Ideally, the application and database would have been implemented separately and the project begun
earlier. The availability of funding set the start date. There is a need to complete the project prior to
the end of August 2008 due to loss of support. Implementing over the summer months prior to
students returning is preferred.
o Due to the steep learning curve with the products of this project and the unknowns of the new
technology, the tasks cannot be thoroughly scoped very far in advance. Task start/end dates will be
firm only within 30 days of this plan version and/or a status communication. High-level dates for tasks
will be provided out to 90 days and are somewhat firm, but any dates beyond 90 days are not firm and
are subject to change due to the necessity of the gradual detailing of the scope and schedule.
2. Project Dependencies:
o The project will overlap with the Financials upgrade and there may be concern whether we have
sufficient technical staff. Additionally, we have a dependency on hiring additional staff plus having
consulting staff to ensure the upgrade and the maintenance of the current software is maintained. We
will still need to do all the Federal Updates on 8.0 during this time which takes several weeks and will
happen 6-8 times during the upgrade. Having the staffing levels to support both projects will put
constraints on what can/can’t be accomplished. We have 14 major projects to implement during this
time and having the time, resources, and campus assistance will be vital to ensuring we meet all
deadlines.
Project Approach
The method of project management to be used in the project is based on the Project Management Institute’s
(www.pmi.org) Project Management Body of Knowledge (PMBOK) and the North Dakota Project Management
Guidebook (www.nd.gov/epm). Both methodologies are based on initiating, planning, executing, controlling, and
closing processes to ensure that the project completes its objective on time and on budget, while meeting the
quality expectations of the stakeholders.
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Scope Management
Scope Management involves the identification of all the work required, and only the work required, to complete the
project successfully. In an effort to ensure the deadlines are met, a comprehensive project scope statement is
necessary. Without a thorough understanding of the scope, we run the risk of missing deadlines which are critical
to campuses
Product Scope
The product scope is the software, hardware, features, functions, etc. that are being delivered. It is the “what.” The
major products of this project are as follows:
a. New hardware
b. Oracle 10gR2 Database
c. All new environments (Demo, Test, Stage, Production, Query)
d. 9.0 Oracle PeopleSoft Campus Solutions
e. 9.0 Oracle PeopleSoft Enterprise Portal
f. PeopleTools 8.49
g. UPK (User Productivity Kit)
h. Third-party product modifications
Project Scope Statement
The project scope is the work that must be accomplished in order to deliver the product. It is the “how.” The
project scope for this particular project is first broken down into initiating, planning, executing, monitoring and
controlling, and closing phases. These phases are further broken down into tasks and deliverables.
NOTE: the numbering of the tasks corresponds with the numbering in the project schedule.
1. Campus Solutions Upgrade to 9.0
1.1. INITIATING
1.1.1.
1.1.2.
1.1.3.
1.1.4.
Contract Negotiations
o Deliverable: Signed Contracts
Finalize the NDUS Business Case
o Deliverable: Project Business Case
Develop the NDUS Project Charter
o Deliverable: Acceptance of Project Charter
Define Oracle planning services and Schedule the Upgrade Planning Workshop
1.2. PLANNING
1.2.1.
1.2.2.
1.2.3.
Develop Project Plan
1.2.1.1. Develop Scope, Schedule, Budget and Risk, Quality and HR Mgmt Plan
1.2.1.2. Draft the Training Plan
1.2.1.3. Draft the Testing Plan
1.2.1.4. Draft the Environment Management Plan
1.2.1.5. Draft the Application Maintenance Plan
1.2.1.6. Deliverable: Baseline Project Plan
Project Planning Kickoff Meeting - Internal Managers
Oracle Upgrade Planning and Strategy Workshop
o Oracle attends on site for this workshop to review and plan all activities that
will occur in their ‘Application Solution Center’ (lab). This workshop will be
done in correlation with the Planning Workshop
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.2.4.
1.2.5.
1.2.6.
1.2.7.
1.2.8.
 Deliverable (Migration Milestone #1): Platform Migration Workshop and
Platform Migration Report
Finalize the Cutoff Date for Development
Project Kickoff Meeting - CND and ITSS Staff
CAC and Oversight Project Kickoff Meeting
User Group Kickoff Meeting
Develop MS Project Server and Project Repository
1.3. EXECUTING
1.3.1.
CND Staff Training
1.3.1.1. Learn the New Release (this occurs throughout the project)
o Throughout the project, all team members should reference the information on
Customer Connection including: Benchmark performance reports, Change
Assistant documentation, Hardware and software requirements guides,
Installation guides (for PeopleTools and the product), PeopleTools
PeopleBooks, Platform certifications, Product documentation (PeopleBooks),
Red papers, Release notes, Upgrade guides, Upgrade pages (upgrade
documentation, template and scripts, planning info.)
1.3.1.2. Training Classes for Staff
o See Training Plan in Appendix II for details on planned or upcoming training
classes
The following classes have already occurred:
1.3.1.2.2 Oracle 10gR2 Administration I
1.3.1.2.3 Oracle 10gR2 Administration II
1.3.1.2.4 Oracle Enterprise Manager 10g Grid Control
1.3.1.3. UPK Planning and Implementation
1.3.1.3.1 UPK Planning
o Determine how to deploy UPK
1.3.1.3.2 UPK Implementation and Testing
o Install and test UPK
o NOTE: the details of how UPK will be used will be a part of the Training Plan in
Appendix II.
1.3.2.
Prepare Technical Environments
1.3.2.1. Complete Pre-Installation Checklist
o This checklist must be sent to Oracle before they will complete their installation
of DEMO and certification
1.3.2.2. Package Database for the Upgrade Lab
o The DBA’s will perform various tasks per Oracle’s instructions to package the
database and send it to the Lab.
o Planning must take place before and after the database is sent, because all
subsequent customizations that change the table structure must be tracked
very closely as they won’t be part of the first compare report.
1.3.2.3. Schedule the Oracle Installer to be onsite for the installation in DEMO.
1.3.2.4. Create and Certify DEMO Environment
o This involves multiple tasks related to network configuration, hardware and
operating system installation, and installing the Oracle 10g database shell into
the DEMO environment (Oracle will assist with this as part of the contract).
Crystal and COBOL will also need to be installed, but before doing so, those
licenses must be verified and/or acquired.
o Oracle will perform the following services onsite according to Exhibit 1 of the
contract:
 Install the standard functionality contained within Campus Solutions
version 9 (PeopleSoft application and PeopleTools 8.49)
 Deliverables: Certification / Post Installation Checklist (a completed
checklist verifying the implementation readiness of the Installed
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.2.5.
1.3.2.6.
1.3.2.7.
1.3.2.8.
1.3.2.9.
1.3.3.
Software as demonstrated by the Install verification Test) aka
certification of DEMO by Oracle.
o Set up Access
 Technical staff must perform a series of tasks to make the DEMO
environment accessible to other CND/ITSS staff.
o NOTE: DEMO is one of several environments to be created, described as
follows:
 DEMO: this will remain ‘vanilla’ and be used as it is today
 TEST (SYS): this will be where the developers build projects, queries,
programs and functional analysts do their initial testing
 STAGE: this environment will be a scaled down production environment.
This environment will include multiple web servers, app servers and a
clustered database. It will be used as a last test for developments.
Users will also do their final testing in this environment.
 PRODUCTION: This will remain as it is today
 QUERY: for query writers
 LOAD TEST: This environment will be built after the go-live date. This
environment is exactly like production and will be used to perform load
tests
Planning for Tools, Access, Bundles, Migrations, and Refreshes
o Planning meetings and research in order to make decisions on the following
areas: tools, access, bundles, migrations, and refreshes.
Create PROD Environment
o This task is similar to the creation of the DEMO Environment, including the
network services configuration, hardware and operating system installation
and installing the Oracle 10g database shell. In addition, PeopleTools 8.22
should be installed and Data Mover and App Designer will need to be tested.
Refer to the detailed technical plan (spreadsheet for specific details and
steps).
Create TEST and STAGE Environments
Post Install Management for All Environments
o Various technical tasks required to plan and manage the Oracle environments
(refer to schedule details and/or associated technical plan).
Environment Management and Tuning
1.3.2.9.1 General Environment Management and Tuning
1.3.2.9.2 Performance Tool Setup
1.3.2.9.3 Plan for Load Testing and Update the Master Test Plan
1.3.2.9.4 Customization tracking
1.3.2.9.5 Bundle 19 for 8.0 PROD
1.3.2.9.6 Bundle 20 in 8.0, Bundle 4 in 9.0 (1098T & Fixes, to be available Aug.
24)
1.3.2.9.7 Bundle 21 in 8.0, Bundle 5 in 9.0 (Regulatory Release 1, to be available
Nov. 2)
1.3.2.9.8 Bundle 22 in 8.0, Bundle 6 in 9.0 (Regulatory Release 2, to be available
Jan. 18)
1.3.2.9.9 Critical Fix (to be available mid-Feb.)
1.3.2.9.10 Bundle 23 in 8.0, Bundle 7 in 9.0 (Regulatory Release 3, to be available
Apr. 18)
o NOTE: it does not appear that there will be time to do Bundle 24 for 8.0 (8 for
9.0) before go-live.
Oracle Database Platform Migration and Upgrade Services (in Upgrade Lab)
1.3.3.1. Oracle DATABASE MIGRATION Services (according to Exhibit 2 of the contract):
o Compare our existing release to a vanilla version of the same release
 Deliverables (Migration Milestone #2): Standard Oracle Compare
Reports; Vanilla Compare Spreadsheet
o Evaluate the results of the compare reports and update existing Platform SQL
syntax objects: Records View, Peoplecode, Application Engine and Structured
Query Reports (SQR’s) as appropriate for the new Target Platform and
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
document the updated objects in a MS Excel spreadsheet. Create SQL-toOracle database migration scripts designed for use to migrate one copy of our
PeopleSoft production environment using proprietary migration tools.
 Deliverables (Migration Milestone #3): Database Migration Scripts,
PeopleSoft Datamover export of the PeopleTools Tables, Updated
Vanilla Compare Reports
1.3.3.2. Oracle UPGRADE Services according to Exhibit 3 of the contract:
o Compare our existing release to an “out-of-the-box” version of the new release
and provide us with the standard Oracle compare reports and an Excel
spreadsheet containing the results of the vanilla compare. Compare our
PeopleTools queries contained in our existing release with the standard fields
and records contained in the standard “out-of-the-box” upgrade release and
provide us with an Excel spreadsheet showing the results of the query
Jumpstart Tier 1. Compare our SQR’s/SQC’s contained in our existing release
with the standard fields and records contained in the standard “out-of-the-box”
upgrade release
 Deliverables (Upgrade Milestone #1):
 Standard Oracle Compare Reports – Vanilla and New Release
 Vanilla compare spreadsheet in MS Excel
 Query Jumpstart Tier I Reports
 SQR Jumpstart Tier I Reports
o Initial Upgrade Steps
 Deliverables (Upgrade Milestone #2):
 A PeopleSoft Datamover export of the PeopleTools tables at the
upgrade release after the initial upgrade steps have been completed
 Standard Oracle data conversion programs contained in our
upgraded release modified to include our custom added record/field
objects.
 Our changes to reapplication objects contained in the existing
release manually reapplied to the upgraded release.
 The latest certified PeopleTools release
 A record of the decisions made by Oracle regarding the
reapplication objects in the Excel spreadsheet containing the results
of the new release compare
1.3.3.3. NDUS Obligations with Oracle Lab Services
o Participate in weekly Oracle Status Meetings
o Identify customizations that will be retained, removed, remapped, or renamed
o Review Migration Preparation Checklist and Upgrade preparation Checklist
documents and return to Oracle by August 31.
o Review Defaults Questionnaire for LS 801-90 and return to the lab by August
31.
o Review functional steps in Ch. 1 Upgrade Instructions in order to perform on
MSS copy of production take prior to Test Move.
o Complete the ASC Upgrade Services discovery questionnaire
1.3.4.
Perform Test Moves (into TEST (SYS))
1.3.4.1. Develop Master Test Plan
1.3.4.2. First Test Move
1.3.4.2.1 Preparations and Create SQL Copy of Production
1.3.4.2.2 Perform the First Test Move
 On-site Database Migration Test Move Services – Oracle will migrate
one copy of our PeopleSoft production environment from SQL to Oracle.
 Deliverables (Migration Milestone #4):
o Up to 15 person days of onsite technical assistance
o Database Platform Migration Design Document
 On-site Upgrade Test Move Services – Oracle will upgrade a copy of
our existing release in its production environment to version 9.0.
 Deliverables (Upgrade Milestone #3):
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.4.3.
1.3.4.4.
1.3.4.5.
1.3.4.6.
o Up to 15 person days of onsite technical assistance
1.3.4.2.3 Technical, Unit, and System Testing
 Refer to Testing Plan in Appendix II
Second Test Move
1.3.4.3.1 Preparations and Create SQL Copy of Production
1.3.4.3.2 Perform the Second Test Move
1.3.4.3.3 Technical, Unit, and System Testing
 Refer to Testing Plan in Appendix II
Third Test Move
1.3.4.4.1 Preparations and Create SQL Copy of Production
1.3.4.4.2 Perform the Third Test Move
1.3.4.4.3 Technical, Unit, and System Testing
 Refer to Testing Plan in Appendix II
Confirm Go-Live Date
o Once the Third and/or Fourth Test Move are complete, the project
management team will have enough information to confirm a go-live date.
Fourth Test Move
1.3.4.6.1 Preparations and Create SQL Copy of Production
1.3.4.6.2 Perform the Fourth Test Move
1.3.4.6.3 Technical, Unit, and System Testing
 Refer to Testing Plan in Appendix II
1.3.5.
Comparison Analysis
1.3.5.1. Conduct Comparison Analysis
o Analyze release notes, PeopleBooks, all upgrade docs for 9.0 (business
analysts)
 Take sections and start reading and highlighting areas in which we need
clarification
 Use the “Upgrade Comparison Worksheet” to document comments
o Identify current business processes, the current navigation, the related
customizations, modifications, reports, interfaces and queries, using the
“Upgrade Comparison Worksheet.” This worksheet can be used for planning
test scripts also.
o Identify new 9.0 navigation and processes that could replace current
customizations/modifications and document them on the “Upgrade
Comparison Worksheet”
o Once the Preliminary Report is developed (below) and the User Groups are
trained, the business analysts, programmers, and the User Groups will work to
complete the analysis and deliver the Final Report.
1.3.5.2. Deliver Preliminary NDUS Comparison Analysis Report
o This draft document will be the recommendations of the functional and
technical staff, prior to User Group Training and involvement.
1.3.5.3. Prepare for Initial User Testing/Training
1.3.5.4. Initial User Training/Testing
1.3.5.5. Estimate and Prioritize Fixes for Customizations, Modifications, Interfaces, Reports &
Queries
o Using the “Comparison Analysis Spreadsheet,” add estimates and priorities to
each of the customizations/modifications.
1.3.5.6. Deliver Final NDUS Comparison Analysis Report
o This final document will be the recommendations of functional, technical, and
User Group staff
1.3.6.
Security Analysis and Configuration
1.3.6.1. Hire Security Consultant
o Review résumés and select likely candidate(s).
o Interview the candidate(s).
o Determine the time schedule for when the consultant will be needed and the
consultant’s availability. Recommend the candidate to be offered the position.
o Hire the candidate and arrange schedule.
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.6.2. Review Documentation for 9.0 Security
o Review documentation applicable to PeopleTools security. Highlight areas
where we need clarification.
 Divide up the sections under Maintain Security: Use, Setup, and
Process to learn more about the options available and to see if we can
easily implement to improve institution security.
 Create and update the ‘Upgrade Security Tasks’ spreadsheet as tasks
are identified to redesign or create permission lists and roles.
 Create and update the ‘Upgrade Tasks Needing Clarification’ as
questions arise. As the questions are resolved, update the ‘Upgrade
Security Tasks’ spreadsheet.
o Review documentation applicable to Design Student Administration. Highlight
areas where we need clarification.
 Divide up the Secure Student Administration and Secure Student
Financials sections.
 Update the ‘Upgrade Security Tasks’ spreadsheet as tasks are
identified.
 Update the ‘Upgrade Tasks Needing Clarification’ spreadsheet as
questions arise. As the questions are resolved, update the ‘Upgrade
Security Tasks’ spreadsheet
1.3.6.3. Identify and Document Modifications to the Current Security
o Review Security Change Log, DR’s, and other documentation applicable to
modifications for Security.
 Identify and document changes that will be necessary.
 Update the ‘Upgrade Security Tasks’ spreadsheet.
1.3.6.4. Review Current Security Functionality - roles and permissions
o Review the current security role and permission lists set-up.
1.3.6.5. Research Best Business practice in 9.0 Security Access
o Research the best method of creation of security roles and permission lists.
 Same roles for all campus?
 Same permission lists but different roles for each campus?
 Different permission lists and different roles for each campus?
 How would bundles and MR's be handled?
o Determine the lines of authority and approval for:
 Access requests
 New permission lists or changes to permission lists
 New roles or changes to roles.
o Determine methods to implement better institutional security
 Security Views, etc
1.3.6.6. Design and Configure New/Revised Security Roles and Permissions for 9.0
o Design and configure the new/revised security roles and permission lists for
9.0 based on the Best Business practice research completed above.
o Decide on naming convention for permission lists and roles.
o Begin creating the spreadsheet documentation of all permission lists.
1.3.6.7. Security Documentation
o Complete the spreadsheet documentation for each permission list.
o Create descriptions for each new role.
 Determine which roles should be published, to enable the users to
determine the correct access assignments.
 Determine which roles should not be published, and how the roles will
be approved, if requested.
o Publish the new roles
o Create a Security document containing procedures and policies.
 Create the document
 Determine who should approve the document
 Obtain the approval of the document
o Re-design and create request forms.
 Create the forms
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
 Seek approval of the forms
 Publish the new forms
1.3.6.8. Creation and Assignment of New Security Roles to Campus End Users
o Determine the correct security access for campus end users by campus
personnel, based on documentation created in the previous task.
o Communicate the requests for users to the ConnectND Security Staff
o Apply the Security changes
 Apply new roles
 Apply additional institutional security, etc.
1.3.7.
Plan for and Perform Testing/Fixes/Updates and Configure Functionality
1.3.7.1. Planning and Coordination for Development Cutoff
o Communication and coordination of outstanding developments
1.3.7.2. Development Cutoff
o This milestone signifies a point when no additional developments should be
migrated to production, unless it is approved by the Campus Solutions Director
and/or is a federal or regulatory requirement.
1.3.7.3. Create Test Scripts
o Refer to Testing Plan in Appendix II
1.3.7.4. Perform Fixes, Resolve Issues, Retest
o Test and perform the appropriate fixes to ensure that approved customizations
and modifications function as designed in the new release.
1.3.7.5. Configuration of Functionality, Resolve Issues, Testing
o Configure 9.0 functionality for business processes and the approved
customizations and modifications.
1.3.7.6. Documentation
o Create documentation and configuration documents.
1.3.8.
Portal Creation
1.3.8.1. Create Portal Demo Environment
1.3.8.2. Create Portal Production Environment
1.3.8.3. Create Portal Pre-Production (Q)
1.3.8.4. Create Portal Test Environment
1.3.8.5. Copy Portal Environments
1.3.9.
Third Party Product Installation / Configuration
1.3.9.1. Ad Astra Reinstall
1.3.9.1.1 Ad Astra Planning
1.3.9.1.2 Production Environment
1.3.9.1.3 Test Environment
1.3.9.1.4 Acceptance
o The database migration to Oracle is part of the overall plan that also requires a
change to Ad Astra. However, there might be other reasons for changes. We
will first gather information from Ad Astra to determine if there are also
functional changes needed because of the upgrade to 8.9 and above such as
table structure changes.
1.3.9.2. Housing
1.3.9.2.1 Judicial Officer on-demand student import
1.3.9.2.2 Housing Director on-demand student import
1.3.9.2.3 Data Interface Module student update
1.3.9.2.4 MyHousing external data source connections
1.3.9.2.5 MyHousingApplyOnline external data source connections
1.3.9.2.6 Data Interface Module billing exports
1.3.9.3. TouchNet
1.3.9.3.1 TouchNet Configuration and Interfaces
1.3.9.4. AppWorx Reinstall
1.3.9.4.1 AppWorx Planning
1.3.9.4.2 AppWorx Installation and Testing
1.3.9.5. EdConnect
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.9.5.1 Analysis of Impacts and Issue Resolution
1.3.9.6. Kronos
1.3.9.6.1 Analysis of Impacts and Issue Resolution
1.3.9.7. Self Service HRMS
1.3.9.7.1 Analysis of Impacts and Issue Resolution
1.3.9.8. FAMIS
1.3.9.8.1 Analysis of Impacts and Issue Resolution
1.3.9.9. CRM – Recruiting and Admissions
1.3.9.9.1 Analysis of Impacts and Issue Resolution
1.3.10. End-to-End Testing
1.3.10.1. Develop Go-Live Plan, including Help Desk procedures
1.3.10.2. Integration, Parallel, and User Acceptance Testing
o Refer to Testing Plan in Appendix II
1.3.10.3. Final Test Move
o Preparations and Creation of SQL Copy of Production
o Perform Final Test Move
o Validation and Testing of Final Test Move
1.3.10.4. Performance Testing (Load Testing)
1.3.10.5. CAC and User Group Acceptance of System
1.3.10.6. Evaluate Readiness for Go-Live
1.3.10.7. Acceptance for Go-Live
1.3.11. Campus End User Training
1.3.11.1. Prepare Training Plan and Materials
1.3.11.2. Perform Training
o Refer to Training Plan in Appendix II
1.3.12. Go-Live Planning and Preparations
1.3.12.1. Misc. Go-Live Preparations
1.3.13. Go-Live
1.3.13.1. Final Move to Production
o Preparations and Creation of SQL Copy of Production
o Perform Final Move to Production
o Validation and Testing of Final Move to Production
1.3.13.2. Final Acceptance Test
1.3.13.3. Go live
1.3.13.4. Initial Go-Live Support
1.3.14. Post-Upgrade Transition
1.3.14.1. Problem prioritization and resolution
1.3.14.2. Transition to support mode
1.4. Monitoring and Controlling
1.4.1. Coordinate Plans (Training, Testing, Environment, Maintenance)
1.4.2. Update and Maintain the Project Plan / Manage Scope, Schedule, Budget, and Quality
1.4.3. Stakeholder Communications - Meetings and Correspondence
1.5. Closing
1.5.1. Post Implementation Review and Report
12
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Scope Control
To ensure Scope Control, a Change Control Log will be developed (see Appendix III). This log will contain the
following fields:







Request number (for tracking purposes)
Date of Request
Description of the scope control change item
Areas that are impacted by this scope control change item
Who the change item is assigned to
The status of the change item
The last update recorded on the change item
To ensure the scope control document is utilized in the overall project management of this implementation it will be
reviewed on a weekly basis by the Project Manager and Project Leads. The outcome of this meeting will include a
report that will be forwarded to the Steering Committee and the CAC if necessary.
Acceptance Management (Deliverable Acceptance Process)
To ensure proper accounting of signoffs and assurance that deliverables are met, the deliverables acceptance log
will be utilized (see Appendix III). This log will include the following items:





Deliverable Name (as determined by campus and project staff)
Date sent for review
Date sent for acceptance
Action and Comments
Action Date
This acceptance log will be reviewed by the Project Manager and Campus Solutions Director each week and a
report filed with the Steering Committee. The Acceptance Log will be maintained in coordination with campus staff,
module lead, and Project Administration.
13
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Time Management
Project Time Management includes the processes required to ensure timely completion of the project.
Baseline Schedule
The baseline summary schedule below is the base version of the schedule. The schedule will have additional details added to it as the project progresses.
Any significant changes will follow the Schedule Control procedures below. To view additional schedule details, refer to Appendix I.
Note: The detailed resource assignments for these tasks are not yet included in the summary below. However, there are no tasks assigned to campus
personnel or the Functional User Groups within the next 45 days. As more details and resource assignments are planned, campus personnel will be
notified 30 days in advance through the Weekly Updates and other communications as to which tasks they can expect to be participating in.
Reminder: Due to the steep learning curve with the products of this project and the unknowns of the new technology, the tasks cannot be thoroughly
scoped very far in advance. Task start/end dates will be firm only within 30 days of this plan version and/or a status communication. High-level dates for
tasks will be provided out to 90 days and are somewhat firm, but any dates beyond 90 days are not firm and are subject to change due to the necessity of
the gradual detailing of the scope and schedule.
1
1.1
1.1.1
1.1.2
1.1.3
1.1.4
1.2
1.2.1
1.2.2
1.2.3
1.2.4
1.2.5
1.2.6
1.2.7
1.2.8
1.3
1.3.1
1.3.2
1.3.3
1.3.4
Baseline Schedule for the Upgrade to Campus Solutions 9.0 Project
Initiating
Contract Negotiations
Finalize the NDUS Business Case
Finalize the NDUS Project Charter
Define Oracle planning services and Schedule the Upgrade Planning Workshop
Planning
Develop Baseline Project Plan
Project Planning Kickoff Meeting - Internal Managers
Oracle Upgrade Planning and Platform Migration Workshop
Finalize Cutoff Date for Development
Project Kickoff Meeting - CND and ITSS Staff
CAC and Oversight Project Kickoff Meeting
User Group Kickoff Meeting
Develop MS Project Server and Project Repository
Executing
Staff Training
Prepare Technical Environments
Oracle Database Platform Migration and Upgrade Services (in Lab)
Perform Test Moves
May 4, 2007
May 4, 2007
May 14, 2007
May 18, 2007
May 30, 2007
April 2, 2007
May 18, 2007
May 30, 2007
June 19, 2007
June 22, 2007
June 25, 2007
June 28, 2007
August 2, 2007
May 30, 2007
May 14, 2007
May 14, 2007
June 6, 2007
June 14, 2007
September 4,
2007
June 8, 2007
May 29, 2007
May 18, 2007
May 30, 2007
June 8, 2007
August 13, 2007
August 13, 2007
May 30, 2007
June 21, 2007
June 22, 2007
June 25, 2007
June 28, 2007
August 2, 2007
July 10, 2007
August 2008
July 2008
August 2008
October 12, 2007
February 2008
14
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.5
1.3.6
1.3.7
1.3.8
1.3.9
1.3.10
1.3.11
1.3.12
1.3.13
1.3.14
1.4
1.4.1
1.4.2
1.4.3
1.5
1.5.1
Comparison Analysis
Security Analysis and Configuration
Plan for and Perform Testing/Fixes/Updates and Configure Functionality
Portal Creation
3rd Party Product Installation/Configuration
End to End Testing
Campus End User Training
Go-Live Planning and Preparations
Go-Live
Post-Upgrade Transition
Monitoring and Controlling
Coordinate Plans (Training, Testing, Environment, Maintenance)
Update and Maintain the Project Plan / Manage Scope, Schedule, Budget, and
Quality
Stakeholder Communications - Meetings and Correspondence
Closing
Post-Implementation Review and Report
August 14, 2007
July 16, 2007
June 29, 2007
August 6, 2007
August 1, 2007
March 2008
April 2008
April 2008
July 2008
July 2008
August 14,
2007
August 14, 2007
December 2007
February 2008
April 2008
February 2008
February 2008
July 2008
July 2008
July 2008
July 2008
August 2008
August 14, 2007
August 14, 2007
August 2008
August 2008
July 2008
August 2008
September 2008
September 2008
August 2008
July 2008
Schedule Control
To ensure control of the schedule, the following controls will be in place for this implementation:




No change will be made to the schedule without the approval of the Project Manager.
All schedule changes will be agreed on by the Project Leads and the Project Manager.
The Project Manager will report all schedule changes to the Steering Committee and the CAC with an explanation for the change in schedule.
The Change Control Log in Appendix III will be used to track schedule changes.
15
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Cost Management
Project Cost Management includes the processes required to ensure that the project is completed within the
approved budget
Budget
The project budget is $1,545,000. The budget is to be used for the Oracle Lab services, consulting, training, the
Universal Productivity Kit. Refer to the current status report for a listing of expenses to date.
Cost Control
To control implementation costs the following will be adhered to:







Final approval for all changes will be the responsibility of the Steering Committee and CAC.
When changes in costs are realized they should be first addressed by the Project Manager.
If the Project Manager and Project Director believe the costs are critical to the overall success of the project,
they will document the reasons and forward them to the Steering Committee for review.
Upon reviewing any requests for additional costs, the Project Manager and Project Director will meet with the
Steering Committee to review the costs and ensure that all cost controls have been reviewed.
If additional funding is to be sought out, the Steering Committee will forward the need for additional funding to
the NDUS Senior Councils for review and funding source identification.
Only when all efforts have been exhausted to control costs will the request be forwarded to the Project
Oversight Committee for review.
The Change Control Log in Appendix III will be used to track budget changes.
Quality Management
Project Quality Management includes the processes required to ensure that the project will satisfy the needs for
which it was undertaken
Quality Control
To ensure quality control, the following standards will be utilized in the implementation:




For overall Project Management, the Project Management Institute’s Body of Knowledge (PMBOK)
www.pmi.org and the North Dakota Project Management Guidebook www.nd.gov/epm will be utilized.
For Technical Standards the North Dakota University System Technical Standards Guide will be utilized.
This will include Development Requests (DR), Migration Requests (MR), and Technical Requests (TR).
For overall ‘health’ checks of the project, the Project Manager will meet monthly with Project Oversight
(Assistant to the CIO) and submit quarterly reports to Project Oversight.
To monitor the overall success/failure of the project, the Project Manager and Project Director will review
the deliverables, issues log, change log, and project plan on a weekly basis as a measure of overall project
success.
16
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Human Resources Management
Project Human Resource Management includes the processes required to make the most effective use of the
people involved with the project.
Project Organization Chart
State Board of Higher Education
Bill Goetz, Chancellor
Laura Glatt, Vice Chancellor for
Admin Affairs
NDUS CIO
Randall Thursby
CND Oversight Committee
Campus Advisory Committee
Project
Oversight
Rich Lehn, Asst.
to the CIO
Steering Committee
Mick Pytlik, CND Executive Director
Scott Mahar, Campus Solutions Director
Nancy Haskins/Janie Adam, Application
Systems Development Director
Dorette Kerian, ITSS Director
Project Manager
Jennifer Kunz, Campus
Solutions Assistant Director
Project Leads
Tricia Campbell, Lead Business Analyst
Angela Uhlenkamp, Lead Business Analyst
Marv Hanson, ITSS Assoc. Director
Gail Sullivan, Lead Database Admin.
David Levenseller, Help Desk Lead
Bonnie Jundt, Network Admin. Manager
Janie Adam, Lead Programmer
Barb Rask, Lead Security Admin.
Keith Wildermuth, Lead System Admin.
Functional User Groups
Campus Community
Financial Aid
Recruiting & Admissions
Student Finance
Student Records
Ancillary Systems
Team Members
End Users
17
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Team Directory
<<Please contact the Project Manager, Jennifer Kunz (jennifer.kunz@ndus.nodak.edu to request a copy of this
directory>>
Roles and Responsibilities
Role
Project
Sponsors
Names
o Randall Thursby, NDUS CIO
o Mick Pytlik, CND Director
o CND Oversight Committee
o CND Campus Advisory
Committee
Responsibility
o Review overall progress and budgetary impacts
o Review project recommendations and make
decisions
o Make strategic decisions for the Campus
Solutions System
Steering
Committee
o
o
o
o
Randall Thursby, NDUS CIO
Mick Pytlik, CND Director
Dorette Haskins, ITSS Director
Scott Mahar, CND-Campus
Solutions Director
Nancy Haskins / Janie Adam,
CND-Application Services &
Development Director
Rich Lehn, NDUS Assistant to
the CIO
o
Jennifer Kunz
o
o
o
Project
Manager
o
o
o
o
o
o
o
o
o
Project Leads
o
o
o
o
o
o
Tricia Campbell, Lead Business
Analyst
Angela Uhlenkamp, Lead
Business Analyst
Marv Hanson, ITSS Assoc.
Director
Gail Sullivan, Lead Database
Admin.
David Levenseller, Help Desk
Lead
Bonnie Jundt, Network Admin.
Manager
o
o
o
o
o
Review and manage escalated risks, issues,
overall progress, and resource impacts
Deploy resources necessary for the project
Develop the project charter and the project plan,
including the schedule and budget
Monitor the project schedule and budget
Report overall project status to the steering
committee and project sponsors
Assist in the identification, reporting, and
resolution of project changes, risks, and issues.
Coordinate overall resources necessary for the
project
Conduct regular and ongoing review of the
project to confirm that it meets original
objectives and requirements
Direct the planning and management of the
tasks in the project schedule
Develop, prepare, and coordinate the
dissemination of timely information to
stakeholders.
Close the project
Coordinate project tasks and manage resource
impacts for assigned employees
Report task progress to the project manager
Assist in the identification of project risks and
issues and escalate them to the project
manager
Communicate project information to applicable
employees
18
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
o
o
o
Functional User
Groups
Project Team
Students and
End Users
Janie Adam, Lead Programmer
Barb Rask, Lead Security
Admin.
Keith Wildermuth, Lead System
Admin.
o
o
o
o
o
o
o
o
Campus Community
FAMIS
Financial Aid
Housing
Parking
Student Finance
Student Records
Various technical and functional
staff
o
o
o
Various students and end users
o
o
o
o
o
Perform functional tasks assigned
Provide recommendations for customizations
and modifications
Perform testing
Assist with training planning
Perform technical and functional tasks assigned
and report progress to the project leads and
project manager
Assist with testing, providing recommendations,
and feedback on the project
19
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Communication Management
Project Communication Management includes the processes required to ensure timely and appropriate generation,
collection, dissemination, storage, and ultimately disposition of project information.
Communication Management Plan
Description of
Communication
Project Review Meetings
To Whom / Stakeholders involved
Frequency
Project Leads
Steering Committee (optional)
Project Leads
Wednesdays
Facilitator /
Author (s)
Scott Mahar
Weekly
Jennifer Kunz
Steering Committee Meeting
(part of CND Directors
meeting)
CND Directors
Tuesdays
Jennifer Kunz
Project Status Reports
Steering Committee
Project Team
Jennifer Kunz
Weekly Updates about
current and upcoming project
tasks (based on 30 day and
90 day increments)
Project Team
SA List Serv
Fridays
(Monthly to
CAC)
Weekly
Web Site Updates
All Stakeholders
TBD
Jennifer Kunz
IVN Meetings
As needed for FUG’s, Users, etc.
TBD
Jennifer Kunz
Oracle Lab Status Meetings
Jennifer Kunz
20
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Risk Management and Issue Management
Risk Management is the systematic process of identifying, analyzing, and responding to project risks. It includes
maximizing the probability and consequences of positive events and minimizing the probability and consequences
of adverse event to project objectives.
Risk Management Plan
To ensure proper accounting of Risks (events that could happen), the Risk Management Log will be utilized (see
Appendix III). This log will include the following items:










Identification Number
Date Risk Raised
Status (Active/Potential/Closed)
Risk
Risk Probability (Low, Medium, High)
Risk Impact (Low, Medium, High)
Risk Assignment
Agreed Response (Avoid, Transfer, Mitigate, Accept)
Risk Score (Matrix)
Risk Response Plan
This Risk Management Log will be reviewed weekly by the Project Manager and Project Director with the Project
Leads, with a report filed to the Steering Committee, CAC, and Oversight Committee. The Risk Management Log
will be maintained in coordination with campus staff, module leads, and Project Administration
Issues Management Plan
In an effort to ensure proper accounting of Issues (events that have already occurred), the Issue Management Log
will be utilized (see Appendix III). This log will include the following items:








Issue Number
Date Issue Raised
Description
Comments
Who Assigned To
Action Taken
Status
Last Update
This Issues Management Log will be reviewed weekly by the Project Manager and Project Director with the Project
Leads, with a report filed to the Steering Committee, CAC, and Oversight Committee. The Issue Management Log
will be maintained in coordination with campus staff, module leads, and Project Administration
21
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
22
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Appendix I
Baseline Project Schedule
The baseline summary schedule below is the base version of the schedule. It has more details expanded than the summary version on page 14. The
schedule will have additional details added to it as the project progresses. Any significant changes will follow the Schedule Control procedures.
If you would like to receive the Excel spreadsheet as a separate file, please send an email to the Project Manager, Jennifer Kunz at
jennifer.kunz@ndus.nodak.edu.
Note: The detailed resource assignments for these tasks are not yet included in the summary below. However, there are no tasks assigned to campus
personnel or the Functional User Groups within the next 45 days. As more details and resource assignments are planned, campus personnel will be notified
30 days in advance through the Weekly Updates and other communications as to which tasks they can expect to be participating in.
Reminder: Due to the steep learning curve with the products of this project and the unknowns of the new technology, the tasks cannot be thoroughly scoped
very far in advance. Task start/end dates will be firm only within 30 days of this plan version and/or a status communication. High-level dates for tasks will
be provided out to 90 days and are somewhat firm, but any dates beyond 90 days are not firm and are subject to change due to the necessity of the gradual
detailing of the scope and schedule.
1
1.1
1.1.1
1.1.2
1.1.3
1.1.4
1.2
1.2.1
1.2.2
1.2.3
1.2.4
1.2.5
1.2.6
1.2.7
1.2.8
1.3
1.3.1
1.3.1.1
1.3.1.2
Baseline Schedule for the Upgrade to Campus Solutions 9.0 Project
Initiating
Contract Negotiations
Finalize the NDUS Business Case
Finalize the NDUS Project Charter
Define Oracle planning services and Schedule the Upgrade Planning Workshop
Planning
Develop Baseline Project Plan
Project Planning Kickoff Meeting - Internal Managers
Oracle Upgrade Planning and Platform Migration Workshop
Finalize Cutoff Date for Development
Project Kickoff Meeting - CND and ITSS Staff
CAC and Oversight Project Kickoff Meeting
User Group Kickoff Meeting
Develop MS Project Server and Project Repository
Executing
Staff Training
Learn the New Release (this occurs throughout the project)
Training Classes for Staff
May 4, 2007
May 4, 2007
May 14, 2007
May 18, 2007
May 30, 2007
April 2, 2007
May 18, 2007
May 30, 2007
June 19, 2007
June 22, 2007
June 25, 2007
June 28, 2007
August 2, 2007
May 30, 2007
May 14, 2007
May 14, 2007
May 14, 2007
May 14, 2007
June 8, 2007
May 29, 2007
May 18, 2007
May 30, 2007
June 8, 2007
August 13, 2007
August 13, 2007
May 30, 2007
June 21, 2007
June 22, 2007
June 25, 2007
June 28, 2007
August 2, 2007
July 10, 2007
August 2008
July 2008
July 2008
July 2008
23
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.1.2.1
1.3.1.2.2
1.3.1.2.3
1.3.1.3
1.3.1.3.1
1.3.1.3.2
1.3.2
1.3.2.1
1.3.2.2
1.3.2.3
1.3.2.4
1.3.2.5
1.3.2.6
1.3.2.7
1.3.2.8
1.3.2.9
1.3.3
1.3.3.1
1.3.3.2
1.3.3.3
1.3.4
1.3.4.1
1.3.4.1.1
1.3.4.1.2
1.3.4.1.3
1.3.4.2
1.3.4.3
1.3.4.4
1.3.4.5
1.3.5
1.3.5.1
1.3.5.2
1.3.5.3
1.3.5.4
1.3.5.5
1.3.5.6
Oracle 10gR2 Administration I
Oracle 10gR2 Administration II
Oracle Enterprise Manager 10g Grid Control
UPK Planning and Implementation
UPK Planning
UPK Implementation, Testing, and Training
Prepare Technical Environments
Complete Pre-Installation Checklist
Package Database for the Upgrade Lab
Schedule the Oracle Installer to be onsite
Create and Certify DEMO Environment
Planning for Tools, Access, Bundles, Migrations, and Refreshes
Create PROD Environment
Create TEST and STAGE Environments
Post Install Management for All Environments
Environment Management and Tuning
Oracle Database Platform Migration and Upgrade Services (in Lab)
Oracle Database Migration Services
Oracle Upgrade Services
NDUS Obligations with Oracle Lab Services
Perform Test Moves
First Test Move
Preparations and Creation of SQL Copy of Production
Perform the First Test Move
Technical, Unit, and System Testing of First Test Move
Second Test Move
Third Test Move
Fourth Test Move
Confirm Go-Live Date
Comparison Analysis
Conduct Comparison Analysis
Deliver Preliminary NDUS Comparison Analysis Report
Prepare for Initial User Testing/Training
Initial User Group Training/Testing
Estimate and Prioritize Fixes for Customizations, Modifications, Interfaces, Reports &
Queries
Deliver Final NDUS Comparison Analysis Report
May 14, 2007
May 21, 2007
July 9, 2007
June 22, 2007
June 22, 2007
July 27, 2007
June 6, 2007
June 6, 2007
June 8, 2007
June 18, 2007
June 22, 2007
June 22, 2007
July 30, 2007
November 2007
July 23, 2007
June 14, 2007
June 14, 2007
June 14, 2007
July 25, 2007
June 14, 2007
September 4, 2007
September 4, 2007
September 4,
2007
September 10,
2007
October 5, 2007
November 13, 2007
January 2008
February 2008
February 2008
August 14, 2007
August 14, 2007
October 2007
September 17, 2007
November 2007
October 2007
December 2007
May 18, 2007
May 25, 2007
July 13, 2007
September 14, 2007
July 26, 2007
September 14,
2007
August 2008
June 12, 2007
June 14, 2007
July 23, 2007
August 13, 2007
November 2007
December 1, 2007
January 2008
August 2008
August 2008
October 12, 2007
July 25, 2007
September 14, 2007
October 12, 2007
February 2008
November 8, 2007
September 10,
2007
October 5, 2007
November 2007
December 2007
February 2008
February 2008
February 2008
December 2007
December 2007
October 2007
November 2007
November 2007
December 2007
December 2007
24
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
1.3.6
1.3.6.1
1.3.6.2
1.3.6.3
1.3.6.4
1.3.6.5
1.3.6.6
1.3.6.7
1.3.6.8
1.3.7
1.3.7.1
1.3.7.2
1.3.7.3
1.3.7.5
1.3.7.6
1.3.7.7
1.3.8
1.3.8.1
1.3.8.2
1.3.8.3
1.3.8.4
1.3.8.5
1.3.9
1.3.10
1.3.11
1.3.12
1.3.13
1.3.14
1.4
1.4.1
1.4.2
1.4.3
1.5
1.5.1
Security Analysis and Configuration
Hire Security Consultant
Review Documentation for 9.0 Security
Identify and Document Modifications to the Current Security
Review Current Security Functionality - roles and permissions
Research Best Business practice in 9.0 Security Access
Design and Configure New/Revised Security Roles and Permissions for 9.0
Security Documentation
Assignment of New Security Roles to Campus End Users
Plan for and Perform Testing/Fixes/Updates and Configure Functionality
Planning and Coordination for Development Cutoff
Development Cutoff
Create Test Scripts
Perform Fixes, Resolve Issues, Testing
Configuration of Functionality, Resolve Issues, Testing
Documentation
Portal Creation
Create Portal Demo Environment
Create Portal Production Environment
Create Portal Q Environment
Create Portal Test Environment
Copy Portal Environments
3rd Party Product Installation/Configuration
End to End Testing
Campus End User Training
Go-Live Planning and Preparations
Go-Live
Post-Upgrade Transition
Monitoring and Controlling
Coordinate Plans (Training, Testing, Environment, Maintenance)
Update and Maintain the Project Plan / Manage Scope, Schedule, Budget, and Quality
Stakeholder Communications - Meetings and Correspondence
Closing
Post-Implementation Review and Report
July 16, 2007
July 16, 2007
August 27, 2007
August 27, 2007
September 17, 2007
August 27, 2007
September 18, 2007
October 1, 2007
April 1, 2008
June 29, 2007
June 29, 2007
August 1, 2007
August 14, 2007
October 2007
October 2007
July 30, 2007
August 6, 2007
October 1, 2007
October 2007
October 1, 2007
November 2007
February 2008
August 1, 2007
March 2008
April 2008
April 2008
July 2008
July 2008
August 14, 2007
August 14, 2007
August 14, 2007
August 14, 2007
August 2008
August 2008
February 2008
August 6, 2007
October 9, 2007
September 14, 2007
November 2007
October 2007
February 2008
April 2008
June 2008
April 2008
August 2, 2007
August 1, 2007
February 2008
April 2008
April 2008
April 2008
February 2008
January 2008
January 2008
December 2007
April 2008
February 2008
February 2008
July 2008
July 2008
July 2008
July 2008
August 2008
August 2008
July 2008
July 2008
August 2008
September 2008
September 2008
25
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Appendix II
Training Plan
***NOTE: This Training Plan is high level only at this time. More details will be added as the project progresses.
Potential Classes
1. Data Center
o Oracle 10g Real Application Clusters
o Oracle 10g Application Server Admin I
o Oracle 10g Application Server Admin 2
o Oracle 10g Intro to SQL
o Oracle 10g SQL Tuning
o Oracle 10g Performance Tuning
o Change Assistant Training
o Additional Training TO BE LISTED AT A LATER DATE
o
2. Programmer Training
o XML Publisher
o Additional Training TO BE LISTED AT A LATER DATE
3. Functional Training - Business Analysts
o POP Select
o Additional Training TO BE LISTED AT A LATER DATE
4. Security Training
o TO BE LISTED AT A LATER DATE
5. Help Desk Training
o TO BE LISTED AT A LATER DATE
6. User Group Member Training
o TO BE LISTED AND EXPLAINED AT A LATER DATE
Oracle Task Suggestions yet to be added:
o Identify Training Topics
o Identify Training Requirements and Audiences
o Identify Training Methods
o Create Project Team Training Schedule
o Draft Project Team Training Plan
o Draft End-User Training Plan
o Review and Approve Training Strategy
26
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Testing Plan
***NOTE: This Testing Plan is high level only at this time. More details will be added as the project progresses.
Functional Testing
Types of Testing
1. Unit Testing – This testing is done to determine if the system is working correctly. The first testing will be
used to test the setup configuration on 9.0 PS. This testing will start at the end of July (as soon as the
demo environment is available).
2. System Testing – This testing is done to test business processes to determine if they still work on 9.0.
3. Integration Testing – This testing is done with all modules participating. This tests the coordination
between the modules as well as other databases and software’s (Ad Astra, Housing, Parking, etc). The
other products must be stable before this testing is done. This should be done in a separate environment
that is not cluttered. It is very important that this be a copy of a good environment.
4. Parallel Testing – This testing is done in two environments simultaneously to ensure they are both working
the same. This should be done prior to data conversion
5. Performance (Load) testing – Functional Assistance is needed, but it is mainly done by the technical staff.
6. User Acceptance Testing – This testing is important for accepting features new to the 9.0 release. This
testing may be done early in the process to have user input in additions to the system, but it must also be
done at the end of the testing process
Testing Concerns
1.
2.
3.
4.
5.
6.
Expect that processes WILL NOT WORK correctly at first.
Security Access testing must be done throughout all testing types.
Since this is a version upgrade, the scope of the testing should be restricted to current functionality and
approved customizations/modifications.
It is very important that areas of concern in one area be shared with other modules as the issue may affect
other areas. This communication is vital!
Significant amounts of time will be required for testing. Testing time must be blocked off for this.
Specific campus users may help with testing. These users will need to expect that things will not work at
first.
Needed for Testing
Test Scripts (Steps) – As much or as little effort as needed or wanted may be used to make these. The
creation of these documents eats up time. Previous test scripts or desk manuals may be used if desired. The
important thing is to document all issues and recommendations.
Scenarios for Integration Testing – Determine which types of students, enrollment situations are needed to
ensure the most complete testing is done.
Initial Effort Estimates
1. Create Test Scripts
What
a. First determine how to use UPK and/or old test scripts
b. Develop the UPK process and/or a template
c. Create at least --- scripts for each module
d. Discuss as a group
e. Discuss with user groups
f. Signoff
2. Initial Unit Testing in DEMO
What
a. Test navigation
27
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
b.
c.
d.
e.
Test the setup configuration of 9.0
Test individual online transactions and batch processes on the upgraded database
Test and Document issues
Deliver an Issues List
3. Initial Unit and System Testing in the migrated and upgraded Copy of Production (SYS)
What
Unit Testing
a. Test individual online transactions and batch processes on the upgraded database Validate
data converted ruing the upgrade
b. Verify that you can access existing data and enter new data successfully
c. Test customizations reapplied to the upgraded database
d. Each customization is tested individually along with all related processes
e. Business processes and test scripts are not yet tested
f. Test and Document findings
System Testing
a. Test inbound and outbound interfaces and related business processes
b. Test online business processes using relevant security (user IDs, roles, and permission lists)
c. Test batch business processes
d. Test reporting processes (SQR, PS/Query, nVision, and Crystal)
e. Test customizations to business processes
f. Perform using test scripts
g. Compare expected results to actual results
h. Test and Document findings
i. Deliver a list of all Issues to be resolved?
4. Resolve Issues, Perform Fixes, Retest
What
a. Test, Document, Resolve issues, retest
Technical Testing
<<This section is not yet started>>
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Appendix III
<<These are examples only; the logs will be updated weekly and included with the weekly Status Report>>
Change Control Log
Request #
Date of
Request
Description
Area of
Impact
Assigned To
Status
Pending/Accept/Reject
Last Update
Risk Management Log
ID
Date
Raised
Status
(active,
potential,
closed)
Risk
Risk
Probability
(L, M, H)
Risk
Impact
(L,M,H)
Risk
Assignment
Agreed
Response
(Avoid,
Transfer,
Mitigate,
Accept)
Risk
Score
(Matrix)
Risk
Response
Plan
Issue Management Log
Issue #
Date
Raised
Issue
Description
Comments
Assigned
To
Action
Taken
Status
Last Update
Deliverable Acceptance Log
Deliverable Name
Date Sent
for Review
Date Sent
for
Acceptance
Action and Comments
Action Date
29
Baseline Project Plan for the Campus Solutions Upgrade to 9.0
Baseline Project Plan Approval
Sign-off
_________________________________
Randall Thursby, NDUS-CIO
___August 17, 2007_____
Date
_________________________________
Mick Pytlik, CND Executive Director
___August 17, 2007_____
Date
_________________________________
Dorette Kerian, HECN-N / ITSS Director
___August 17, 2007_____
Date
______________________________________
Campus Advisory Committee
___August 23, 2007_____
Date
______________________________________
Oversight Committee
___September 12, 2007__
Date
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Baseline Project Plan for the Campus Solutions Upgrade to 9.0