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June 27, 2008

Data Warehouse Table Updates Related to June 28th-July 1st PeopleSoft Financials Implementation

Beginning the afternoon of Monday, June 30th, several tables will be unavailable while they undergo updates related to the EFS implementation. Backup versions of some of these tables will be available either in a permanent historical format or a temporary conversion backup table. New versions of tables will be released after they have been tested.

In addition to the tables being updated, some tables will become static between June 27th and July 1st. Many of these tables are fiscal year based, and their new counterparts will be created over the same time period. Others will be updated in Phase II, and a few do not have updated versions.

DWFS, DWIN, DWRA and DWUS will not be updated with new EFS data, and will become static on a staggered schedule over the next four months as CUFS updates come to an end.

Finally, some tables won’t change structurally, but will have new EFS data appear over the coming week.

 

Tables Being Updated

  Table Name  Outage Period  Backup Table Names
  PS_DWFA_GL_INTERFACE  7/1-7/3/2008  PS_DWFA_GL_INTERFACE_CONV_BU
  PS_DWFA_FDN_SUMMARY*  7/1-7/9/2008  PS_DWFA_FDN_SUMMARY_HIST
  PS_DWFA_ST_ASSISTANCE*  6/30-7/9/2008  PS_DWFA_ST_ASSISTANCE_HIST

*Data in the updated PS_DWFA_ST_ASSISTANCE and PS_DWFA_FDN_SUMMARY may not be available until the end of July. The backups of these tables will be available after 7/3, and will contain previous fiscal year data through 2008.

 

Tables Becoming Static

  Table Name  Last Run Date  Notes
  PS_DWFA_FDN_FUNDS   7/1/2008  Will be replaced by PS_DWFA_FDN_CHARTFIELD1.
  PS_DWPY_FRNG_DETAIL_08   6/15/2008   Will contain fiscal year 2008 data.
  PS_DWPY_HSA_08  6/27/2008  Will contain fiscal year 2008 data.
  PS_DWPY_HSA_FD_08   6/27/2008   Will contain fiscal year 2008 data.
  PS_DWPY_MONTHLY_SUM_08   6/30/2008   Will contain fiscal year 2008 data.
  PS_DWPY_PAY_FRNG_08   6/15/2008  Will contain fiscal year 2008 data.
  PS_DWSF_AREA_DTL_TBL   7/1/2008   Last refresh, not being replaced.
  PS_DWSF_SF_ACCTG_LN_08   7/1/2008   Will contain fiscal year 2008 data.
  DWSL_ITEM_TYPE_CROSSWALK  6/30/2008   Next refresh with updates will occur again in Fall
  2008. Static table until then.
  DWSL_JV_TRAN   6/30/2008   Next refresh with updates will occur again in Fall
  2008. Static table until then.
  DWSL_LOAN_ATTRIBUTE   6/30/2008   Next refresh with updates will occur again in Fall
  2008. Static table until then.
  DWSL_LOAN_TRANSACTION   6/30/2008   Next refresh with updates will occur again in Fall
  2008. Static table until then.

 

New Tables

  Table Name   First Run Date  Notes
 PS_DWFA_FDN_CHARTFIELD1   7/9/2008  Will replace PS_DWFA_FDN_FUNDS. Data in
  PS_DWFA_FDN_CHARTFIELD1 may not be available
  until the end of July.
  PS_DWPY_FRNG_DETAIL_09   7/2/2008   Will contain fiscal year 2009 data. Table
  will have new PeopleSoft chartfields.
  PS_DWPY_HSA_09   7/3/2008  Will contain fiscal year 2009 data. Table
  will have new PeopleSoft chartfields.
  PS_DWPY_HSA_FD_09   7/15/2008   Will contain fiscal year 2009 data. Table
  will have new PeopleSoft chartfields.
  PS_DWPY_MONTHLY_SUM_09   8/6/2008   Will contain fiscal year 2009 data. Table
  will have new PeopleSoft chartfields.
  PS_DWPY_PAY_FRNG_09   7/3/2008   Will contain fiscal year 2009 data. Table
  will have new PeopleSoft chartfields.
  PS_DWSF_SF_ACCTG_LN_09   7/9/2008   Will contain fiscal year 2009 data. Table
  will have new PeopleSoft chartfields. Data in
  PS_DWSF_SF_ACCTG_LN_09 may not be available
  until the end of July.

 

Tables with Changing Values

  Table Name   Last Refresh  First Day New Data will Show   Notes
  PS_DWAD_COMMUN   7/1/2008   7/2/2008   New values in deptid.
  PS_DWAD_SRVC_IND  7/1/2008   7/2/2008   New values in deptid.
  PS_DWFA_COMMUN   6/28/2008   7/7/2008   New values in deptid.
  PS_DWFA_SRVC_IND   7/5/2008   7/9/2008   New values in deptid.
  DWPC_PROGRAM_DEPARTMENT   7/1/2008   7/2/2008   New values in deptid.
  PS_DWSA_SRVC_IND  7/1/2008   7/2/2008   New values in deptid.
  PS_DWSA_SRVC_IND_STATIC  7/1/2008   7/2/2008   New values in deptid.

 

The following data groups will contain data through fiscal year 2008. Included below are expected last updates.

Data Groups that will Not be Updated with New PeopleSoft Data

  Data Group   Last Refresh Date
  DWFS   October 2008
  DWIN   August 2008
  DWRA   6/27/2008
  DWUS   6/27/2008

Data Groups Not Being Updated

DWFS, DWIN, DWRA and DWUS will not be updated with new PeopleSoft Financials information, and will become static on a staggered schedule over the next four months as CUFS updates come to an end. See below for more detailed information.

Data Groups that will Not be Updated with New PeopleSoft Data

  Data Group   Last Refresh Date
  DWFS   October 2008
  DWIN   August 2008
  DWRA   6/27/2008
  DWUS   6/27/2008

June 19, 2008

FS_C_COA_MAP_TBL

Chart of Accounts (COA)
A COA conversion table (CUFS to EFS) can be found in the Data Warehouse and is accessible to all users who previously had access to financial tables in the Data Warehouse. These tables are under the datagroup of DWFS. The table name is FS_C_COA_MAP_TBL and is available for immediate use. This table does not require a functional ID and is open to people with current access to DWFS tables.
If a financial user who does not currently have access to this table would like to request access to it, they need to fill out an access request form (ARF) through OIT Data Security, which can be found at http://www1.umn.edu/datasec/security/ARF_pdf.htm. The ARF along with the following attachment needs to be filled out, signed by the appropriate authorities, and submitted to Data Security: Financial DW Tables - DWFS (found under the Financial Systems & Data heading).
The COA conversion table will also be available in July within the EFS reporting instance.

Document Types


Below is a list of common FFN/CUFS document types, showing where these transactions will be handled in the new financial system.

FFN/CUFS   EFS
IX   Done as a journal entry
JV   Done as a journal entry
PV/PVC   Done as a vendor payment off of a requisition that was processed first. All vendor payments should originate with a requisition (PO) in the new system.
PVA   Done as either a PCard activity or an expense reimbursement
EB/RB/ET   Done as a budget journal
IV   Done as a journal voucher through the Accounts Payable module; internal sales organizations will be set up as vendors
NBUD   Done using the GPC Rebudgeting Request form; then the Certified Approver enters it into the Project module

To run a query of this table:
select * from FS_C_COA_MAP_TBL
where C_FUND = 'xxxx'
--AND C_AREA = 'xxx'
--AND C_ORG = 'XXXX'

June 17, 2008

Data Warehouse Table Updates

Updates to the tables scheduled to convert over the weekend of June 14th and 15th within the Data Warehouse are complete.


Updates to the following tables have been completed:
PS_DWPY_VAC_SICK
PS_DWHR_COMP_PROP
PS_DWHR_DEMO_ADDR
PS_DWHR_JOB
PS_DWHR_JOB_HIST
PS_DWHR_POSITION_DATA
PS_DWHR_EMP_REVIEW
PS_DWHR_TRAINEE
DWPA_POSTING
PS_DWPY_DIST - this table contains rows starting with fiscal year 2009

Tables refreshed either for the last time or until fall:
PS_DWPY_FRNG_DETAIL_08 - new table for fiscal year 09 will be created on 6/30
PS_DWEO_PERSON_PRIM_JOB - Next refresh with updates scheduled for August
PS_DWEO_PERSON_SEC_JOB - Next refresh with updates scheduled for August
PS_DWEO_PERSON_PRIM_JOB_HS - Next refresh with updates scheduled for October
PS_DWEO_PERSON_SEC_JOB_HS - Next refresh with updates scheduled for October

New tables:
PS_DWPY_DIST_HS - contains rows for fiscal years through 2008
PS_DW_DEPTID_FISCAL_TREE - Financial roll-up information
PS_DW_DEPTID_REPORT_TREE - This table creates two levels (college_admin_unit, vp_admin_unit) for reporting across campuses
PS_UM_DEPT_TREE_HIST - Contains historical versions of the PS_UM_DEPT_TREE
PS_VALID_COMBO_TBL - PeopleSoft table

New Lookup Tables:
FS_PS_GL_ACCOUNT_TBL
FS_PS_FUND_TBL
FS_PS_DEPT_TBL
FS_PS_PROJECT
FS_PS_PROGRAM_TBL
FS_PS_CHARTFIELD1_TBL
FS_PS_CHARTFIELD2_TBL
FS_PS_CF_ATTRIB_TBL

Note on new lookup tables: Because tables with the same name exist in both the new financial system and the hr/payroll/student system, for example PS_DEPT_TBL, tables from the financial system have been given an extra prefix of 'FS_'. These lookup tables are available within the Data Warehouse for use as lookup tables.

June 16, 2008

HRMS Job and Position Tables

On June 14, 2008, HRMS Job and Position tables converted to include the new 5-digit Department ID. Some Job data did not convert to the new 5-digit Department ID and will continue to only contain the Entity in the Department ID field.

Listed below are the exceptions that did not convert:

  • Historic job and position rows did not convert
  • Job data for inactive employee records did not convert (e.g. Terminations)
  • Employees where the status as of 6/9/2008 is 'short work break' or 'suspend' did not convert. The people on 'short work break' will be assigned a new 5-digit Department ID at the time their 'return from break' status change is entered.
  • Inactive positions as of 6/9/2008 did not convert.
Note: All future dated rows (greater than 6/9/2008) converted to the new 5-digit Department ID.

For all job and position data that did not convert, the Entity value will be carried in the Entity and Department ID fields.

Because some data did not convert, we recommend that your queries be analyzed to determine if it is best to select based on Entity instead of Department ID, or a combination of Entity and Department ID, particularly if you need Short Work Break or Suspend job rows in your results.

June 13, 2008

Extended System Maintenance

The normal maintenance window from 6:00 AM to 12:00 PM on Sundays will be extended this weekend because of the initial updates happening with the EFS conversion. The window for maintenance this Sunday, June 15th, will be from 6:00 AM - 3:00 PM. Please plan accordingly.

After 10pm on Sunday, several tables will be unavailable for up to 48 hours, while they undergo conversion to EFS format. During the outage, backup version of these tables will be available. We anticipate that the maximum amount of time a table may be down is 48 hours. The tables will be released after they have been tested.

Another set of tables will become static over the weekend, and will continue to be available in the Data Warehouse. Some of these will be updated during Phase II.

Finally, two new tables will be available starting on Monday following the conversion.

Tables Being Converted

 Table Name Outage Period Backup Table Names
 PS_DWHR_COMP_PROP  6/15/2008-6/17/2008  PS_DWHR_COMP_PROP_CONV_BU
 PS_DWHR_DEMO_ADDR   6/15/2008-6/17/2008 PS_DHWR_DEMO_ADDR_CONV_BU
 PS_DWHR_JOB  6/15/2008-6/17/2008 PS_DWHR_JOB_CONV_BU
 PS_DWHR_JOB_HIST  6/15/2008-6/17/2008 PS_DWHR_JOB_HIST_CONV_BU
 PS_DWHR_POSITION_DATA  6/15/2008-6/17/2008 PS_DHWR_POSITION_DATA_CONV_BU
 DWPA_POSTING  6/15/2008-6/17/2008 DWPA_POSTING_CONV_BU
 PS_DWHR_EMP_REVIEW  6/15/2008-6/17/2008 PS_DWHR_EMP_REVIEW_CONV_BU
 PS_DWHR_TRAINEE  6/15/2008-6/17/2008 PS_DWHR_TRAINEE_CONV_BU
 PS_DWPY_DIST  6/15/2008-6/17/2008  PS_DWPY_DIST_HS
 PS_DWPY_VAC_SICK  6/15/2008-6/17/2008  PS_DWPY_VAC_SICK_CONV_BU

Tables Becoming Static

 Table Name  Last Refresh Date  Notes
  PS_DWPY_FRNG_DETAIL_08  6/15/2008  New table will be for the new fiscal year,
  created on 6/29/2008.
  PS_DWPY_DIST_HS  6/15/2008  Will contain historical data for fiscal years through
  2008. New format will contain fiscal year 2009 and
  updated structure.
  PS_DWEO_PERSON_PRIM_JOB  6/14/2008  Next refresh with updates will occur again in August
  2008. Static table until then.
  PS_DWEO_PERSON_PRIM_JOB_HS  6/14/2008  Next refresh with updates will occur again in October
  2008. Static table until then.
  PS_DWEO_PERSON_SEC_JOB  6/14/2008  Next refresh with updates will occur again in August
  2008. Static table until then.
  PS_DWEO_PERSON_SEC_JOB_HS  6/14/2008  Next refresh with updates will occur again in October
  2008. Static table until then.

New Tables

 Table Name  Available Date  Notes
  PS_DW_DEPTID_FISCAL_TREE  6/16/2008 
  PS_DW_DEPTID_REPORT_TREE  6/16/2008 

June 6, 2008

Q & A from Thursday's Meeting

A recap of the questions from yesterday's meeting on the upcoming EFS Conversion:

  • Q: Is UM_ENTITY the same as CUFS_AREA or DEPTID? If so, why the duplicate?

    A: During conversion for the new financial system, only entries for active employees will be converted. For these individuals, UM_ENTITY will contain the 4-character data values that were previously carried in the DEPTID column. DEPTID will contain a 5-digit value matching the financial system. CUFS_AREA will be blank. Entries for non-active employees, e.g. terminated employees, will not be converted. For them, UM_ENTITY will be blank, DEPTID will be the old 4 character data value and CUFS_AREA will contain the old CUFS area value that corresponds to the 4 character DEPTID value.

  • Q: Will AREA CLASS be replaced?

    A: Yes, by RRC. But, for FY 2008 and older, tables will still have AREA_CLASS. FY 2009 and newer will have RRC.

  • Q: Is access to DWTEST confined to Functional IDs?

    A: No. You can request access to DWTEST via the ARF. You will be given the same access to data that you have in DWPROD. You will NOT be given access to data from the new financial system.

  • Q: For people without Functional IDs: How can we combine payroll and financial info? Is it correct that the new reports won't detail people's expenses (i.e. HR and Financial data together)?

    A: Individuals without Functional IDS who want to combine data from the financial and payroll systems will have to download the information separately from the Financial Reporting Instance and the Data Warehouse and combine it in a local application such as Excel. For information that can be found in system provided reports, contact the EFS project.

    Q: How will those without Functional IDs get them?

    A: The process for securing a Functional ID is documented on the Data Security web page. Once the ID is secured, requests for access to the financial gateway views can be submitted to the EFS project. However, access to these views is restricted and requires significant justification. For most individuals, access to financial data will be through the reporting instance.

  • Q: : Is there a DEPTID map table created?

    A: Yes, and you don't need a Functional ID to access. It will be available as one of the setup tables in the data warehouse.

  • Q: Will a Functional ID guarantee direct access to financial tables?

    A: No. While a Functional ID is a requirement for access financial data via the gateway, it is not all that’s needed to get access. Requests for direct access will be evaluated on a case by case basis. They must demonstrate that local requirements cannot be met through the standard reporting instance access.

  • Q: Can you get FY 2009 financial data without a Functional ID?

    A: Yes. You can access it through the reporting instance, just not through the data warehouse.

  • Q: Can you clarify what data can be seen in DWPROD/DWTEST and the Reporting Instance as well as what type of ID you need to see it?

    A: In DWTEST you will be able to access historical and post financial implementation HR, Payroll and student data as we make modifications, as well as historical financial data from CUFS. In DWPROD you will be able to access historical and post financial implementation HR, Payroll and student data, as well as historical financial data from CUFS. Information from the new financial systems is and will be available from the Financial Reporting Instance. You use your normal data warehouse user ID for accessing these data.

    In DWTEST now and in DWPROD after 7/1, you will be able to access some financial data from the new system IF you request it and are approved. You will need a Functional ID to get this access. Your access will only be approved if you have a local application requiring financial data that must be loaded via an automatic process. This type of access is not to be used for ad hoc querying. Ad hoc querying of financial data must be done in the Financial Reporting Instance.

  • Q: What's corollary to PS_UMN_DEPT_TREE?
    A: DEPT_ID_FISCAL_TREE

  • Q: Are these posted dates (on the blog) the dates when the updates will actually happen in DWPROD?

    A: Yes.

  • Q: So, how long will jobs be down?

    A: No more than two days (hopefully).

  • Q: What will happen if our (an end user's) job runs before the table is released from testing (after conversion)?
    A: It will be unavailable until we're finished testing the table. Access to tables will be removed until they’ve been completely tested. You will get a table/view does not exist error if you try to use a table that has not had its access restored yet.

  • Q: Where is the best place to find out the most current deployment/change dates?

    A: The blog.

  • Q: How do you get access to other PPLSoft departments?

    A: Go to the access forms page.

  • Q: How do you get new views, or customized views added to those available via the gateway?

    A: No formal process in place--contact Bill Decker.

  • Q: Will the Academic Health Center's customized (user specific) views be updated as well?

    A: Yes.

  • Q: Will the Sponsored Financials Reports on the web get updated after CUFS goes away?

    A: No. Go to EFS Reporting Instance for FY 2009 and use the reports that have been developed there.

  • Q: Who's going to own UM Reporting? Who can I talk to about additional financial reporting after implementation?

    A: We don’t know for sure at this time. No owner or process is specified that we know of. Contact the project?

  • Q: Will Lookup tables be available for the various CHARTFIELD values?

    A: Yes, these tables will be available as setup tables. It will also be possible to see current values for these CHARTFIELDs via data dictionary queries.

  • Q: Many tables have been mapped--is a big Data Dictionary project in PPLSoft in the works?

    A: We don't know. Perhaps in the future. In the meantime, PSQUERY in financial reporting instance has some data dictionary capability, provided by PPLSoft.

  • Q: Question about specific columns in Tuition.

    A: Look at DWTA specs on the blog.

June 5, 2008

Agenda for Thursday's Meeting

Thursday, June 5th, 2008 Meeting Agenda

Following is the agenda for the June Analyst Group meeting that focuses on the upcoming EFS Conversion:

Agenda

  1. Recap of impacted tables in the Data Warehouse and reports in UMReports
    1. Background
      1. Changing from CUFS to PS Financials
        1. Link to EFS: http://www.finsys.umn.edu/Overview.html
    2. Description of changes
      1. DW Financial Tables and Financial Reports will become static
        1. DW and UMReports are not going away.
          1. CUFS is going away – Some of the financial reporting in DW and UMReports
            1. http://www.finsys.umn.edu/Linked%20files/EFSTrifoldFactSheet.pdf
        2. DWFS, DWRA, DWUS, DWIN
          1. Will become static sometime around July 1st and after
        3. Financial Reports – Under Finances Category
          1. Will be marked as “Report data available through FY 2008 only?
          2. Example on dev site:
            1. https://www.umreports-dev.umn.edu/
      2. Changes coming through to DW are based on changes to HCM
        1. Link to list of all impacted DW tables:
          1. http://blog.lib.umn.edu/joh02855/dwconversionnews/2008/04/
            update_phases_of_conversion.html
        2. Payroll, HR, Student
          1. HR Changes
            1. Link to DWHN:
              1. http://blog.lib.umn.edu/joh02855/dwconversionnews/dw_table_specs/
                phase_i/dwhn/
          2. Payroll changes
            1. Link to DWPY:
              1. http://blog.lib.umn.edu/joh02855/dwconversionnews/dw_table_specs/
                phase_i/dwpy/
          3. Student Changes
            1. Link to DWSF:
              1. http://blog.lib.umn.edu/joh02855/dwconversionnews/dw_table_specs/
                phase_i/dwsf/
            2. Link to DWFA
              1. http://blog.lib.umn.edu/joh02855/dwconversionnews/dw_table_specs/
                phase_i/dwfa/
        3. DWTEST
          1. Same access as DWPROD
          2. Web Query tool
            1. https://dw-test.ims.umn.edu
            2. Requires M-Key
          3. Development Server - do not assume what you are looking at is always correct. Best to confirm by checking the specs.
      3. Reports
        1. Report Site has information on message board
          1. Link to UMReports:
            1. https://www.umreports.umn.edu
          2. Also on blog
            1. Link to blog section:
              1. http://blog.lib.umn.edu/joh02855/dwconversionnews/reports/
  2. Where to find Financial Information after conversion
    1. EFS Reporting Instance and how to get access
      1. Development instance
        1. Contact Bill Decker
        2. Not sure they are creating new users at this time
        3. Link to test instance:
          1. http://www1.umn.edu/cco/
      2. Production
        1. Data Security website:
          1. http://www1.umn.edu/datasec/security/ARF_word.htm
        2. Access Form:
          1. http://www1.umn.edu/datasec/security/documents
            /2A-EFSReportingAccess.doc
        3. Available July 1st
    2. Access to EFS table views
      1. Gateway through the DW:
        1. https://dw.umn.edu/efsupdates/updates/docs/DBI_solution.doc
      2. Functional ID’s only
        1. Two roles
          1. ORAFSQ – Standard access
          2. ORAFSQHIP – HIPAA access
      3. Access forms available on Data Security Website
        1. Link to Data Security Site
          1. http://www1.umn.edu/datasec/security/Requestingaccess.html
        2. Link to Access Form
          1. http://www1.umn.edu/datasec/security/documents
            /2A-EFSGatewayService.doc
      4. Reference Document
        1. Commonly used tables document:
          1. https://dw.umn.edu/efsupdates/updates/docs
            /PPLsoft_Commonly_Used_Tables.xls
    3. Financial Reports that used to be in FSS and UMReports
      1. Link to Reporting on EFS site with information on new system:
        1. http://www.finsys.umn.edu/Reporting.html
  3. Deployment Schedule
    1. Summary list of Major dates changes will occur in the HR/Payroll/Student and EFS PS systems (Not Comprehensive of all changes)
      1. June 14/15 - HR
      2. June 28/29 – Payroll
      3. June 30 – Student Financials
      4. July 1st – EFS goes live
      5. July 18 – Acad_Org updates
    2. How this impacts the deployment of Data Warehouse tables and UMReports
      1. Tables
        1. Staggered approach has presented challenges
          1. The Data Warehouse tables have a lot of interdependencies
          2. Two options
            1. Freeze DW for 5 weeks
            2. Do our best to release changes as they occur
              1. We chose the second option.
        2. Link to blog posting:
          1. http://blog.lib.umn.edu/joh02855/dwconversionnews/deployment/
        3. Link to Calendar:
          1. https://dw.umn.edu/efsupdates/updates/dw/ConversionRollout.doc
      2. UMReports
        1. Same interdependencies
        2. Link to blog posting on Report Migration Dates
          1. http://blog.lib.umn.edu/joh02855/dwconversionnews/reports/
  4. Where to find information going forward
    1. Using blog to post specs and updates
    2. Use the various listserv
    3. E-mail me, Benjamin P. Johnson Cashen at joh02855@umn.edu
    4. Remember, all dates are subject to change
  5. Q&A Session

Reports Update

Beginning June 16th, 2008, IMS will update UM Reports with the new values needed from the Enterprise Financial System (EFS). Reports will be updated on the following schedule. The schedule is tentative and may be subject to change based on EFS conversion.

Updates:
- HR – conversion complete
- Payroll - beginning June 30th (with the exception of the Pre-Payroll Distributions and Employees with Change of Status in Pay Period reports, which were converted the week of June 16th and the Current Month YTD Encumbrance Payroll Summary scheduled to be converted the beginning of August)
- Student Finance - beginning July 2nd
- Financial Aid and Work Study – beginning July 7th
- Student and Instruction - beginning July 17th
- Tuition Allocation – beginning August 18th

Individual reports will be listed on the UM Reports homepage as they are converted, and will be unavailable while the updates occur.
Once conversion is complete, we will post a message when reports are available for use.

June 3, 2008

Link to Access Updated Tables

Please use DWTEST to access updated tables.

DWTEST can be accessed by using the following link:
http://dw-test.ims.umn.edu
Please note this is a development environment and all functionality of the web query tool is not guaranteed. For the best access to DWTEST please consider using a tool like SQL Developer or Toad.

June 2, 2008

Effective Dates for Phase I / Phase II Tables

Effective Dates for Phase I / Phase II Tables

Below are the earliest dates the following tables will be available to University users following conversion happening the weekends of June 14/15, June 28/29, and later. While we don't anticipate any problems and have attempted to identify all issues related to conversion and production deployment, there is some risk that not all tables will be immediately available. Please plan accordingly and check the main page of this blog for updates. Thank you.

These dates are preliminary and subject to change.

 

 

Phase I

Data Groups That Will Become Static After Conversion

  DWFSWill become static sometime after July 1st, 2008.
  DWINWill become static sometime after July 1st, 2008.
  DWRAWill become static after June 27th, 2008.
  DWUSWill become static sometime after July 1st, 2008.
 

Tables That Will Change After Conversion

For tables that are being replaced or are based on fiscal year, the "Last Day to View Pre-EFS Conversion Format" will actually be the last day that table is refreshed. These tables will be available for historical data indefinitely after conversion.
 
DWFA
Table Last Day to View Pre-EFS Conversion Format First Day to View Post-EFS Conversion Format
  PS_DWFA_FDN_FUNDS*6/27/2008N/A
    *(Will be replaced by PS_DWFA_FDN_CHARTFIELD1)
  PS_DWFA_FDN_CHARTFIELD1N/A 7/1/2008
  PS_DWFA_FDN_SUMMARY7/1/2008 N/A
  PS_DWFA_ST_ASSISTANCE7/1/2008 7/7/2008
  PS_DWFA_GL_INTERFACE6/27/2008 7/1/2008
  PS_DWFA_COMMUN6/27/20087/7/2008
  PS_DWFA_SRVC_IND6/27/2008 7/7/2008
   
DWHN
Table Last Day to View Pre-EFS Conversion Format First Day to View Post-EFS Conversion Format
  PS_DWHR_COMP_PROP6/15/20086/17/2008
  PS_DWHR_DEMO_ADDR6/15/20086/17/2008
  PS_DWHR_JOB6/15/20086/17/2008
  PS_DWHR_JOB_HIST6/15/2008 6/17/2008
  PS_DWHR_POSITION_DATA6/15/20086/17/2008
   
DWHR
Table Last Day to View Pre-EFS Conversion Format First Day to View Post-EFS Conversion Format
  DWPA_POSTING6/15/20086/17/2008
  PS_DWHR_EMP_REVIEW6/15/20086/17/2008
  PS_DWHR_TRAINEE6/15/20086/17/2008
   
DWPY
Table Last Day to View Pre-EFS Conversion Format First Day to View Post-EFS Conversion Format
  PS_DWPY_DIST 6/15/2008 6/17/2008
  PS_DWPY_FRNG_DETAIL_086/15/2008 N/A
  PS_DWPY_FRNG_DETAIL_09N/A 6/29/2008
  PS_DWPY_HSA_FD_08 6/28/2008N/A
  PS_DWPY_HSA_FD_09 N/A 7/15/2008
  PS_DWPY_HSA_08 6/27/2008 N/A
  PS_DWPY_HSA_09 N/A 7/5/2008
  PS_DWPY_MONTHLY_SUM_086/27/08 N/A
  PS_DWPY_MONTHLY_SUM_09N/A 8/2/2008
  PS_DWPY_PAY_FRNG_08 6/28/2008N/A
  PS_DWPY_PAY_FRNG_09 N/A7/1//2008
  PS_DWPY_VAC_SICK 6/14/2008 6/17/2008
   
DWSA
Table Last Day to View Pre-EFS Conversion Format First Day to View Post-EFS Conversion Format
  PS_DWSA_SRVC_IND 6/30/2008 7/2/2008
  PS_DWSA_SRVC_IND_HS ?? ??
  PS_DWSA_SRVC_IND_RT?? ??
  PS_DWSA_SRVC_IND_XXXX(_08) ?? N/A
  PS_DWSA_SRVC_IND_XXXX(_09)N/A ??
  PS_DWSA_STIX_XXXX(_08)?? N/A
  PS_DWSA_STIX_1089_PR*N/A 9/12/2008
  *This will be the first run (occurring in Fall 2008) of STIX after the conversion.
   
DWSF
Table Last Day to View Pre-EFS Conversion Format First Day to View Post-EFS Conversion Format
  PS_DWSF_SF_ACCTG_LN_086/30/2008 N/A
  PS_DWSF_SF_ACCTG_LN_09N/A 7/7-7/30/2008

Other Changes

The following tables will not change in structure, but some fields may have new values.

DWAD
For DWAD, new values will start appearing in deptid.
Table Last Day to View Pre-EFS Conversion Changes First Day to View Post-EFS Conversion Changes
  PS_DWAD_COMMUN 7/1/2008 7/3/2008
  PS_DWAD_COMMUN_HS12/30/2008 1/15/2009
  PS_DWAD_SRVC_IND7/1/20087/3/2008
  PS_DWAD_SRVC_IND_HS12/30/2008 1/15/2009
   
DWHR
Table Last Day to View Pre-EFS Conversion Changes First Day to View Post-EFS Conversion Changes
For DWHR tables below, there are column names which include DEPTID that were never used pre-conversion, and will still not be used post-conversion.
  PS_DWHR_CRS_SESSIONN/A N/A
  PS_DWHR_CRSE_SESS_DATES N/A N/A
  PS_DWHR_SESSN_EQUIP N/A N/A
  PS_DWHR_SESSN_EXPENSEN/A N/A
  PS_DWHR_SESSN_INSTR_COSTN/A N/A
   
DWPC
For DWPC, new values will start appearing in acad_org.
Table Last Day to View Pre-EFS Conversion Changes First Day to View Post-EFS Conversion Changes
 DWPC_PROGRAM_DEPARTMENT ?? ??
   
DWSR
For DWSR, new values will start appearing in acad_org.
Table Last Day to View Pre-EFS Conversion Changes First Day to View Post-EFS Conversion Changes
  PS_DWSR_CLASSN/A 7/18/2008
  PS_DWSR_CLASS2N/A 7/18/2008
  PS_DWSR_COURSEN/A 7/18/2008
  PS_DWSR_FACILITYN/A 7/18/2008

Phase II

NSFNIH
Table Last Refresh in Pre-EFS Conversion Format First Run in Post-EFS Conversion Format
DW_GS_SALARY_XXXX 12/200712/2008
DW_NSFNIH_SURVEY_XXXX 12/200712/2008
DW_PD_SALARY_XXXX 12/200712/2008
 
DWEO
Table Last Refresh in Pre-EFS Conversion Format First Run in Post-EFS Conversion Format
PS_DWEO_PERSON_PRIM_JOB 6/10/200808/2008
PS_DWEO_PERSON_PRIM_JOB_HS 6/10/200810/2008
PS_DWEO_PERSON_SEC_JOB 6/10/200808/2008
PS_DWEO_PERSON_SEC_JOB_HS 6/10/200810/2008
 
DWTA
Table Last Refresh in Pre-EFS Conversion Format First Run in Post-EFS Conversion Format
PS_DWTA_CRSE_TUITION 7/14/20088/25/2008
PS_DWTA_CRSE_TUITION_MT 7/14/20088/25/2008
PS_DWTA_CRSE_TUITION_PR 7/14/20088/25/2008
PS_DWTA_STDNT_CRSE 7/14/20088/25/2008
PS_DWTA_STDNT_CRSE_MT 7/14/20088/25/2008
PS_DWTA_STDNT_CRSE_PR 7/14/20088/25/2008
 
DWSP
Table Last Refresh in Pre-EFS Conversion Format First Run in Post-EFS Conversion Format
PS_DWSP_CUFS No change on schedule, TBDTBD
PS_DWSP_FUNCTION No change on schedule, TBDTBD
PS_DWSP_ROOM No change on schedule, TBDTBD
 
DWNC
Table Last Refresh in Pre-EFS Conversion Format First Run in Post-EFS Conversion Format
DWNC_CRSE_SECT TBDTBD
DWNC_INCOME_XX TBDTBD