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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