MetamorphoSIS Weekly Status Report

MetamorphoSIS Weekly Status Report: April 27, 2009 Weekly update and project notes No general update this week. System Integration Test (SIT) Status  SIT Testing Coverage: CUBLD % SIT Testing Coverage 100% 80% 60% 40% 20% 0% 13 Apr '09 20 Apr '09 27 Apr '09 4 May '09 100% 80% 60% 40% 20% 0% CUBLDCE % SIT Testing Coverage 13 Apr '09 20 Apr '09 27 Apr '09 4-May '09 CUDEN % SIT Testing Coverage 100% 80% 60% 40% 20% 0% 13 Apr '09 20 Apr '09 27 Apr '09 4-May'09 100% 80% 60% 40% 20% 0% CUSPG % SIT Testing Coverage 13 Apr '09 20 Apr '09 27 Apr '09 4-May '09 MetamorphoSIS Weekly Status Report – April 27, 2009 Page 1 of 16 SR % SIT Testing Coverage by Campus 100% 80% 60% 40% 20% 0% 20-Apr 27-Apr 4-May CUBLD CUBLDCE CUDEN CUSPG 100% 80% 60% 40% 20% 0% SF % SIT Testing Coverage by Campus CUBLD CUBLDCE CUDEN CUSPG 20-Apr 27-Apr 4-May AD % SIT Testing Coverage by Campus 100% 80% 60% 40% 20% 0% 20-Apr 27-Apr 4-May CUBLD CUBLDCE CUDEN CUSPG 40% 20% 0% 100% 80% 60% FA % SIT Testing Coverage by Campus CUBLD CUBLDCE CUDEN CUSPG 20-Apr 27-Apr 4-May MetamorphoSIS Weekly Status Report – April 27, 2009 Page 2 of 16 CC % SIT Testing Coverage by Campus 100% 80% 60% 40% 20% 0% 20-Apr 27-Apr 4-May CUBLD CUBLDCE CUDEN CUSPG  JIRA Issue Status: o 11 “bug” issues written; 9 closed o 23 “conversion” issues written; 10 closed Ronnie and Carolyn met with the Oracle Test Suite people to verify if their tool will be useful for regression testing. We found it to meet several project needs, including regression, load, and performance testing. In addition, their Test Manager provides facilities for tracing test cases against requirements and tracking test execution coverage. Carolyn is going to try out the tool some more in preparation for making a recommendation on its viability.  Resources  Campus teams are progressing well independently. There are no issues with resources at this time. Open items and issues  We are still working on ways to get MDM and FedAuthN into SIT2. Both continue to slip in scheduled delivery to SIT2. The more applications we can include in SIT2 that are needed for Admissions/CRM golive and therefore required for SIT3, the better. CRM Accomplishments  New custom code from Oracle development was delivered to CU and initial testing is in progress. Initial review of the code indicates that it is fairly clean. More testing is in progress and will continue until all the code has been tested.  The second round of CRM training for the Functional user will take place on April 28th at the AMC campus.  Oracle has delivered their plans for creating incremental synch messages for the EIP’s. The documents are being reviewed and those that CU needs for go live will be determined. There is a possibility some of the incremental messages will be delivered prior to GoLive thus preventing us from needing to create them.  Resources: o Samir Awdi, the CRM consultant from Ciber, has finished the Multi-row solution and testing will begin this week. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 3 of 16   Ammar Malik, a consultant contributed by Oracle to CU at 30% time, is currently working on implementing the remaining pieces of the CRM system slated for the July 09 Go-Live while Samir works on the multi-row solution. Tasks include:  Dialog Report – GSD has reviewed the requirements and are going through clarifications with Ammar and Ryan.  Telemarketing – Set up is complete. Error in system has been fixed with some code from Oracle.  Knowledge Base/FAQ engine – Setup in the system is done and a demo was given to the team.  Events – Extensions to the Stage and Load have been requested to address the need to track events. Once the extensions are completed then testing will take place. Development o 1 Extension Case (E-CR-16)  Dialog Effectiveness Report being created and paid for by Oracle  In Development Workflows o None o Open items and issues  Timing of development and testing. Oracle delivered a major modification to CRM on April 6. Testing will proceed and Oracle will redeliver code to address any defects found in testing. As testing proceeds with CRM, software problems will be found and will need prompt resolution through the Global Support Center.  Incremental Synch Integration Points from CS to CRM – Need to know which, if any, of the incremental messages will be able to be delivered from Oracle prior to GoLive so we know what ones we need to build.  Allocating team member’s time between Admissions and CRM is challenging. Adding Scott Ausband to the team significantly helps this cause but the functional resources are still split between Admissions and CRM. Scott’s immediate objectives for supporting CRM testing and development include working side by side with the consultant on site and the Oracle development team that will be on site the week of April 6. Scott is working closely with Samir to transfer the technical and functional knowledge of CRM to a CU employee.  The CRM project remains behind schedule. We have extended the Oracle/Ciber consultant originally scheduled to leave in December to assist with rapid knowledge transfer to the new CU CRM application manager (estimated roll-off date). The CRM project is behind schedule at this time. Risks at go-live can be mitigated by having the Oracle consultant on site during the initial go-live to address operation problems. Admissions Accomplishments  Base Configuration – 85% complete, 95% reviewed. Estimated date for completion: 5-1-09  ADM Development – o 27 TOTAL Admission CEMLI’s identified  11 Interface Cases  1 In progress. Estimated date ready for testing: 5/5/09  10 Not started. Start 4/20/09; Testing 6/15/09. Production July 09 through September 09, depending on when the interface is needed.  14 Extension Cases  9 have been sent to GSD. Estimated date ready for testing: Varies. Some are being tested now; others will be tested in May. Testing must be complete by June 1. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 4 of 16          2 Functional Design Documents finished and ready for tech specs. Tech specs completed: 4/17/09  1 FDD awaiting SnL code before sending to GSD for development.  E-AD-19 Admissions Front End using FLEX in progress. Estimated date ready for testing: 5/1/09  1 On Hold  E-CR-01 Application Fee Payment -- Awaiting contract signing with NelNet. Estimated date for NelNet work to be completed and ready for testing is June 1. Depends on negotiations with NelNet to apply their technical resources. Will know the week of March 12 when NelNet will start work and their estimate Workflows o Workflows  1 Workflow case identified  W-AD-03 Workflow – Assign Apps for Evaluation. Estimated date ready for testing: June 2009  Still question on who will design and build. Business Process Documentation – o 92 Business Processes and Sub-Processes  40 complete with UPK and unit testing  19 Not started due to CEMLI’s are needed to be completed from GSD before completion. Date for completion will vary depending on when CEMLI’s are finished. All need to be finished by June 1  16 Not Started due to waiting on NelNet and Stage and Load. Estimated date of completion: 6/1/09  17 In progress. Estimated date for completion: 5/5/09 The majority of manual business processes and sub-processes have been unit tested and UPK’s have been completed. LeeAnn is beginning her review of the 40 completed UPK’s to start editing them for training. Heart Miller, consultant from Oracle, is working on the business processes that use batch processes while the team finishes the manual BPD’s. The second training on communication generation has been completed. A third session is scheduled for May. th Oracle Consulting delivered the next round of code for SnL on April 17 . Oracle sent Mike Kennedy to CU to work with CU staff to implement the code and help to trouble shoot issues. Initial review is very good and should meet most of our business cases. However, there is still some additional development that is needed that Oracle will be delivering around the end of May to support Bulk Load. Work on the Admissions Application continues. A prototype for testing will be ready by May 1st. Planning for SIT 3 is in progress. Discussion with Ronnie took place to determine what will be tested. Ryan reviewed the prototype of the instant provisioning process and was pleased with how it worked. Resources: o A new admissions consultant, Vic Villaneuva, is on site for five weeks.  He was on the project a year and half ago so the team is familiar with him and he is familiar with CU. rd  He is tasked with mapping the data dictionaries from ApplyYourself and other 3 party application services to the Stage and Load (Bulk Load).  He has already made good progress and has almost completed the three versions of ApplyYourself.  He is a much needed resource.  MetamorphoSIS Weekly Status Report – April 27, 2009 Page 5 of 16 Open items and issues  Nelnet. The project office is working with NelNet to get immediate technical attention to implement Campus Commerce which will allow application fees to be paid by credit card. Programming work is expected to be complete and tested by June 1. Timing of development. Some of the items are going to be finished very close to the scheduled Go-Live in July 2009. This limits the amount of time for training and testing. A detailed project tracking report is being developed by Oracle consulting. It will be ready for review the week of March 16. It will be used to track progress and report progress. A continual assessment will be made as to the readiness of the system and trained staff.  Campus Community Accomplishments  Security Authorizations – 100% complete with initial definition o Completed Functional Security Strategy Document o 35 roles identified - 78 permission lists identified  Base Business Process Documents o 21 out of 22 complete o Test scripts based on the base BPDs have been generated  Development o 37 Modifications total  27 out of 37 complete  5 Modification CEMLI’s on Hold  3 Interface CEMLI’s on Hold  2 Workflow CEMLI’s on Hold Last week’s activities  Duplicate IDs o The team has completed this cleanup process for list #1 (1727 duplicates) o accounts in SIS were resolved (by merging accounts when student info was accurate on both accounts; otherwise the account was listed as wrong SID number) o List #2 (7613 duplicates) is 95% resolved, including SIS cleanup – targeting end of this week for completion  Immunization Demo – went well, all campus immunizations SME’s agreed to track this information in CS!  Training meeting w/LeeAnn – identified training method for modules, departments specifically bio-demo o Scheduled a weekly standing meeting with LeeAnn  MDM data steward meeting - Review of MDM data access/guidance and CC team “charter”  data validation  unit testing  SIT II Planned activities  Data validation – test scores and external system IDs  Unit testing  SIT II  WPL  UPK inventory  MDM meeting  Training meeting MetamorphoSIS Weekly Status Report – April 27, 2009 Page 6 of 16 Open items and issues nd  E-CC-29 Emplid – DN has refused to approve the 2 version of the BC Financial Aid Status       SIT 1 completed Each institution is actively working on SIT2 testing Currently working on CEMLI (extensions, conversions, interfaces) clarifications, test planning, unit testing, validation, and reports, security, and workflows as needed Ongoing edits to WPL, incorporating FA functional development requirements Clarification calls with GSD regarding E-FA-49 SAP Modifications and I-FA-03 Web Scholarship Application Revamping FA checklist item codes to better match document management configuration Resources  The team continues to demonstrate growth in becoming independent and less reliant upon consulting resources. A recent example involves the configuration of email communications for CUSPG where Brad has demonstrated an in-depth knowledge of the process. As a result, the team intends to meet on a Friday without our consultant in order to get the other institutions set up.  As we move forward through SIT, face multiple and increasingly critical task deadlines, and near go-live for our Scholarship Application (Dec. 2009), FA has involved more staff to the project to help address those needs. Still the Financial Aid module is comparable in complexity and size to Student Records in Campus Solutions and meeting those deadlines with limited resources remains an ongoing concern.  FA offices have committed additional staff/hours to project efforts around Document Management and Reporting  Training of staff in Admissions and Campus Community will need to occur earlier than the FA go-live date for Scholarship Application in order to support front-line staff contact with students this fall. Issues     Need to resolve with SF process for either migrating or converting item types from SIT2 to SIT3 In order to meet new FA regulations, Oracle will be delivering code that may require modifications to two of our extensions (Pell Weeks of Instruction, Summer Application). The go-live date for the FA scholarship application is December 1, 2009 for making the application available to students. However, we need a couple of weeks prior to that in order to configure it and it is dependent on some SR conversions. Ultimately, the application should be available for administrative access on 11/16/09. The federal government continues to push to have all federal Stafford and PLUS loans handled through Direct Loans. This would mean some additional configuration for CUSPG but should not be problematic as we continue to grow in expertise at CUBLD and CUDEN with these processes. It is important to note however, that while this may be a desire of the White House, no regulatory changes have been manifested yet. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 7 of 16 Development status from Newmerix/PIL: Assigned ID C-FA-01 C-FA-02 C-FA-03 C-FA-04 C-FA-12 C-FA-14 C-FA-16 C-SF-05a E-FA-14 E-FA-31 E-FA-42 E-FA-43 E-FA-44 E-FA-45 Title Status CU Promise Multi-Year Scholarship Convert Workstudy Previous Year's earnings Career Documents Perkins MPN Convert Institution Loan Aggregates Health Profession MPN SF Item Type Conversion ISIR Load - Checklist Creation Transfer Monitoring Workstudy: Student Employment R2T4 Calculation of Institutional Charges Summer Awarding CU Loans (was Health Profession Loan Processing) Pell Weeks of Instruction Loan Period Update SAP Modifications Dynamic Dating Adjustments for FA FA Self-Service Gaps Workstudy: Student Employment Imaging Interface Web Scholarship Application Job Search Interface COD Pell and Direct Loans In Development In Development Development not started Developer Unit Testing complete Dev. Unit Testing complete - Migration Dependencies Developer Unit Testing complete Dev. Unit Testing complete - Migration Dependencies Ready for SIT Dev. Unit Testing complete - Migration Dependencies Ready for SIT Taken off hold Developer Unit Testing complete Dev Unit Testing complete - Migration Dependencies Dev Unit Testing complete - Migration Dependencies E-FA-46 E-FA-47 E-FA-49 E-FA-50 E-SS-57 I-FA-01 I-FA-02 I-FA-03 I-FA-05 I-FA-06 Ready for SIT Dev Unit Testing complete - Migration Dependencies In Development In Development Dev Unit Testing complete - Migration Dependencies Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Dev Unit Testing complete - Migration Dependencies Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) MetamorphoSIS Weekly Status Report – April 27, 2009 Page 8 of 16 I-FA-07 I-FA-08 I-FA-09 I-FA-10 I-FA-11 R-FA-03 W-FA-01 W-FA-05 CRC Loan Processing FISAP ISIR NSLDS SURDS Reporting SURDS Student Status Changes Verification Data Entry Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Approved to Project Plan (Gaps) Student Records Accomplishments  SIT prep/set up and SIT activities. This was the major focus of the week for the entire team.  Continued testing on CEMLIs for which JIRA case were filed. JIRA cases were initiated on a 6 of 11 of the CEMLIs. Staff will retest this week.  Testing began between both Oracle Technical Consultants, and Oracle SR Lead Consultant. Last week’s activities  Set up data in SIT instance. Continued to create test cases for SIT  Boulder Team completed work on SIT Test Cases 18 and 21 .  Completed review/set up request for DARS team. Built additional students, verified set data, and completed plans and ready to prototype CU to CU credit using pseudo courses with zero hours.  Team clean up duplicates in SIS as identified by the conversion team.  Initial week of SIT being doing the home campuses was productive. Denver suffered some team member shortages due to illness, but was able to work around these losses.  Reviewed differences between E- SR-02 in SharePoint and Newmerix. A change request was submitted. Team passed 5 CEMLIs for migration to SIT.  Boulder completed all SR steps in all SIT2 test plans.  Council of Deans decided on consistent graduation application deadlines across all colleges/schools.  Boulder SR team members presented info at the Campus Town Hall Meeting regarding CEPS classes (Sue), course & class (Deb), UPK (Carol & Julie), and on-line graduation application/roster process (Sally)  Meeting with GSD to go through change of grade workflow . Planned activities  Continued prepping for and participating in SIT II  Security Training  Kathye to work with Mike Fotta on continued testing and debugging of E-SR-05 (Cumm Stats)  Follow up on retesting CEMLIs for which JIRA cases were submitted last week as the fixed CEMLI is returned to us. The goal is to retest the same day that we receive the fixed CEMLI Open items and issues  Transfer Credit  Concern about timeline for data validation for conversion. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 9 of 16 Resources  No updates DARS  Accomplishments th o Final conversion of SIS transfer institutions and rules into DARS was scheduled for April 16 but was delayed. Gnarus, the consulting compact, has the extract file and has delayed the load due to resource issues. The expectation is that the load will be completed within the next two weeks. o DARS-to-CS transfer credit interface requirements continue to be refined and tested. Planned activities o Continued Testing and collaboration with SR Team Issues o    Transfer students applying to multiple campuses are problematic because transfer credit can be posted to both institutions in CS, which would double-count the hours in cumulative CU statistics. The student records project manager and consultants are researching whether a change in business process is necessary. The outcome impacts the design of the DARS-to-CS interface. Resources o Due to the on-going focus required for the DARS/legacy SIS implementation, resources on the DATC team will be constrained as the DARS/CS development begins. Student Financials Accomplishments  Attended demo with Ronnie to look at the Oracle Test Suite  SIT II continued at the campuses  BRS Key Users Meeting  Held CS Monthly Accounting Meeting – reviewed application of payments and processed payments in SIT to validate process.  WEB Conference Tested E-SS-70 (Boulder Health Insurance) with GSD - Outcome: approved migration to TEST  Unit Testing of CEMLI’s o E-SF-08 - Outcome: Retested and everything looks good, approved migration to SIT. Planned activities  SIT II  WEB Conference Test with GSD E-SR-83 (COF)  NelNet Technical Meeting for Campus Commerce  DLR Meeting  Work on conversion validation plan for account detail.  CS/FN Integration discussion with UIS, System Controller and Project staff.  Data Validation – BRS Comments Resources  There are no specific risks regarding resources that are directly related to SF, however SF is very dependent on the other modules being successful so risks identified in other modules could potentially create risks for the SF team.  Technical resources are a concern for the SF team. As we start building our integrations we will be very dependent on these resources and the knowledge building for University employees. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 10 of 16 Open items and issues  None at this time. Application Development/Conversions Important items in italics Accomplishments  Core conversion team continues to meet with GSD to review each conversion program as part of knowledge transfer to CU development team.  Conversion team evaluated options for CC incremental conversions, presented to CC team.  Development o 18 CEMLIs on clarification hold  C-SR-06 Transfer Credit (open functional issues)  C-SR-13 Instructor/Advisor SR conversion (dependent on C-CC-20B)  E-AD-08 GPA Calculation for Ext. Ed  E-AD-09 Modify SS confirmation pages  E-AD-12n Auto Eval and Decision for Admissions apps  E-AD-16 Admissions Summary Page (completion dependent on auto-eval E-AD-12n)  E-AD-20 Configurable Test File Load Processing  E-FA-42 Workstudy – Student Employment  E-SF-30 Print Refund Checks Locally  E-SF-57 Issue Refunds through ACH (COBOL resource)  E-SF-64 Late Fees (requires COBOL changes)  E-SR-112 Law School Transcript (dependent on bundle 12)  E-SR-124 Deans List Determination (need func briefing, COBOL resource)  E-SR-128 Career-based transcript (dependent on bundle 12)  E-SR-15 Transcript Format (will be fixed in bundle 12)  E-SR-16 CU Common Transcript (dependent on bundle 12)  E-SR-34b Transcript Production and Printing (GSD needs tech advice)  E-SS-01 Self-Service Transcript Requesting (dependent on nelnet, bundle 12) o 9 FDDs due (due date in parens)  E-SS-66 Specific Item Types for different Types of Payment (2/6) (dependent on Nelnet)  E-CC-29 Random EMPLID generator (2/6/09) – Denver rejected latest proposal  E-SR-46b SS Quick Admit/Enroll (2/12) – requested status from SR team  E-SR-130 Grad Application, Processing Roster &Clearing (3/13) – requested status from SR team  E-CR-01 Application Fee Payment (2/16/09) – dependent on Nelnet  C-SR-18 Pre-80 Initial Stats to CS (?)  C-FA-03 Workstudy Previous Years Earnings (dependent on E-FA-42)  E-SS-25b SS SC Changes Made to Faculty Center/SS Pages (dependent on E-SR-05) – have asked Kathye/Steve if we can move this forward.  C-SR-12 Report Flags/Attributes conversion (6/30) o Change requests (original estimate/additional hours) o Migrations this past week  E-SF-08 Fac/Staff Waivers to TEST  E-SR-02 to TEST  Q-SF-04 UB_CENSUS_DEP_RELEASE to SIT  Q-SF-02 to SIT  E-SR-110 Print Course Attributes to SIT  E-SS-115 View My Advisor to SIT MetamorphoSIS Weekly Status Report – April 27, 2009 Page 11 of 16 Planned activities  Bundle 12 retrofits, testing, and migration  Revising migration procedures to make them simpler, applicable to more than just CS  Preparing for SIT#3  Working out details of integration with HR and FIN Risks     SR data conversion moving slowly. Need more validation assistance Admissions requires a custom interface from CS to fsaATLAS by 8/3. Looking at options. Scope of incremental loads has expanded considerably in the last couple of weeks. The team needs to carefully the options to reduce the number of incremental loads, since each requires a meaningful amount of analysis, development, and testing. Completing the authentication solution may require PS developers, which would be additional work not presently in scope. Open items and issues  Need Nelnet tech meeting ASAP to move forward on Nelnet-dependent extensions (meeting scheduled for this week)  Need specs for E-SR-46b, E-SR-130, E-SS-25b  Several extensions require COBOL mods. Have asked GSD to reconsider doing COBOL work since we have very limited resources to take on additional extensions.  Address and resolve Denver’s concerns about EMPLID generator Important Stuff  CS90TEST refreshed from SIT on 4/24 Application Security Accomplishments  Finalized the operator ID format that will be automatically assigned during FedAuthN; until this automated process is ready, the logons will be manually defined and used and current users will be notified, individually via email, when the logon is ready for use o First 4 characters of last name o 6 character sequential number o MART000001, MART000002, SMIT000001, etc  Determined the method for project team security that will be used in production; a combination of emails, security forms and training/security rosters will be stored to accommodate the associated audit requests until an automated workflow process can be developed  Drafted Training/Security roster which will serve as the access request for user profiles in production environment  Completed draft application security strategy to lay the foundation for the application security design, configuration and implementation  Completed ROUGH draft of the application security process and procedure related to application security request and maintenance Last week’s activities  Completed basic user profile and successfully unit tested in CS90SIT  Published delivered business process flow diagrams from Oracle; will walk through requirements with teams individually  Published high-level application security project plan MetamorphoSIS Weekly Status Report – April 27, 2009 Page 12 of 16 Planned activities  Complete setup of basic user profile in CRM and EP  Begin setup of identified CRM roles and permission lists and assign to sample users  Use user logons for initial testing of the CRM and ADM logon profiles starting week of May 18th Open items and issues  N/A Data Warehouse and Reporting Accomplishments  Bundle 13 Upgrades o The warehouse DW90DEMO, DISC, SYS, and DEV and CONV have all been upgraded from Bundle 11 to Bundle 13.  Extraction, Transformation, and Load [ETL] Operations o All relevant jobs supplied with Bundle 12 and 13 have been run with few errors. The errors are being investigated. A couple have caused Service Requests to be opened. No consulting assistance to complete the upgrade and continue with Conversion activities is expected at this time.  Cognos Operations o More than thirty of approximately fifty DWR team members with reporting responsibilities have been authorized access to a Cognos instance that will provide real CU data [in CIWDEV]. Twelve people, so far, have been granted access to the data in two admissions “stars.” A UPK workshop session was created to help all Cognos users gain access to the CIWDEV reporting environment. o A first call was held with the Cognos contractor who will prepare and deliver Cognos training based on real CSW data.  Metadata o A new metadata spreadsheet was developed providing descriptive [DESCRLONG] information on the nearly 2,000 fields of data in the warehouse. Planned activities  Restart business nightly ETL operations at Bundle 13 release level. Continue to investigate errors.  Continue to provide Cognos access to real CU data to more report writers. IR office participants are next.  Begin work with the selected vendor on preparing the Cognos training material.  Identify a report writer or writers for mission-critical Recruiting and Admissions reports including the “Funnel Report.”  Work with UIS and campus participants on validation of CSW data in CIWDEV.  Refine the DW and reporting project plan. Assign dates and resources to additional detail lines.  Produce a reporting business case template document. Open items and Issues  The lack of identification of a report writer for mission critical Recruiting and Admissions reports is a cause for concern. It will take some time to write these reports and efforts must begin immediately. No obstacles are in the way of beginning the report[s] definition process. Several weeks have been lost because a responsible author has [or authors have] not been identified.  Cognos training is unlikely to begin before mid-May and could start later. Approximately twelve two-day classes must be held. There will be minimal time between Cognos training being offered and such training being needed to support Recruiting and Admissions report writing. There is no good estimate of how long it will take to write the needed reports since authors have not been identified and writing assignment has not begun. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 13 of 16 Document Management Accomplishments  Technical/Architecture: o Identified and resolved some Dev and Prod database items with JT. o Worked with Hersey to identify external web/app server URL search functions necessary for CS integration. o Worked with FinAid and Admissions to discuss DM to identify location for DM to CS integration “button” locations to prepare for a business case. o Submitted Hershey DM-CS integration button documentation to Rigsby for a technical review and recommendations.  Implementation and Conversion: o Consolidation of the document type and classifications for each area. The next four weeks are all about configure and build. 1. Admissions document type and classifications list will be complete today. 2. Registrar document type and classifications list is complete. 3. FinAid document type and classifications list will be complete pending a reworking of CS th checklist items for consistency. Estimated completion May 6 . 4. Bursar document type and classifications list is complete. o Began collecting Grad school Part 2 information. Denver Admissions is helping where possible. th Estimated completion is May 8 . These will need to be added to the Admissions document classification list. o The DMPT is collecting user account information for internal authentication. Expected th completion by April 30 . 8 of 12 departments have submitted their account data thus far. o Worked with Vicky Martin to modify expectations of DM user accounts to match the newly formed internal CS account naming convention. We will add these accounts to DM once they have started to be issued in CS. o Worked with DMPT to begin conversion planning. Submitted conversion questionnaire to Hershey to review. Requested each department create/allow access to their DM system for Hershey to begin analysis. 1 of 5 departments have submitted conversion access information. th th o Identified scope of FedAuthen discussions on May 11 and 12 . Will be asking for specific meeting times.  Scheduled dates for on-site training. consulting or events: o April 28-30: Admissions/Registrar Doc Class / Permission / Prelim Conversion Consulting (AMC) th th o May 11 , May 12 : FedAuthen technical discussions. o May 12-14: Financial Aid/Bursar Doc Class / Permission / Prelim Conversion Consulting (AMC) Open items and issues  Hershey LDAP authentication cannot cross multiple domains; we cannot use existing external authentication mechanisms for the Singularity system at this point. o For Go-Live Plan B will be to use internal system authentication, departments are planning toward this and are gathering user data. o Plan C will be to modify the Singularity system to allow FedAuthN authentication instead of AD/LDAP/Internal authentication. o This will require analysis and assessment by Hershey and will require system change request from CU. Hershey anticipates developers can engage by May 11. Anticipated Completion Date: Unknown till Hershey consult on change order.  Ability of DM vendor to deliver functionality stated in RFP materials and demos. Even with fully vetted products there is always a risk that a certain function may not work the way we think it should.  Ability of DM vendor to deliver customizations or requested modifications within implementation period.  Ability of DM vendor to schedule resources for implementation and consulting within implementation period. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 14 of 16 MDM Activities (highlights to supplement weekly project plan submission)  Kari and Carol met with Lumendata to discuss contingency planning. Carol is documenting options in project format.  Decision to license address file through Lumendata. Nimish will provide reseller paperwork to initiate licensing process.  Kari, Carol, Corina and Robin met with Barb Todd to discuss MDM/CS data oversight and stewardship needs. Carol will work with Robin and Corina to draft proposals focused on data quality and security needs for SAG involvement.  Integration team met with Mike K. and Adnan to discuss search match integration specifics and options for handling MDM activity associated with bulk loads. Integration team has enough information to begin search match integration work. Bulk load will likely be handled outside of SOA due to volume/performance concerns.  At Mike K.’s request, integration team met to discuss integration challenges as related to CS/CWS. Primary focus was on complexity of delivered schema and related JDev limitations. Kirk is writing up a summary of issues for delivery to Mike K.  Pravija, Adnan and Vinayan continue to work through ISS matching issues for BDM. Currently, they are running parallel tests of older SSA engine and bundled ISS engine for matching. Oracle continues to be involved in issue resolution. o Integration team is making steady progress with Create messaging. As of Friday:  CS to MDM: all 55 elements are contained in message. 100% complete  SOA DVM’s: all 8 are created and contained in message. 100% complete  MDM to CS: 35 of 50 elements in sync return message. 70% complete Resources  No permanent CU staff assigned to MDM in technical role. Currently, a 6 month temporary is filling role as MDM Technical lead. This appointment ends in September.  LumenData staff are scheduled to roll off this phase of the MDM project in June.  Limited SOA integration expertise and availability. Eddie is scheduled for SOA training in early May. Juan will head SOA integration interviewing to bring contractor onsite with complementary skill set to accelerate interface development by working through issues related to things like jdev, dvm’s, esb, bpel , and error handling.  SOA integration team has moved to Perl2. Matt’s team is working through request for additional hardware to support.  We are still heavily reliant on LumenData expertise – partially due to product development and partially due to recent addition of CU resources. Pravija is quickly assuming responsibilities – the system is complex.  Lack of HR resources in combination with multiple high demand projects are impacting ability of team to get HR environment set up for MDM development. With final PS tools upgrade implementation last weekend, resources should become available this week. Open items and issues  The following critical MDM issues have been reported to Oracle and are actively being addressed. More complete documentation is available in referenced JIRA. o SR 3-907755238 : Performance issue with the Matching Server - ISS : JIRA #META782 o SR 3-874016061 : UCM 8.1.1 - ACR 437-getPerson webservice only returning one person : JIRA #META774  The following issue for SOA integration has been opened with Oracle: o SR-3-914247641: If logic error - JDeveloper can't find deeply nested nodes in CS schema  SOA environment and migration plans need to be finalized and developed prior to SIT3. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 15 of 16 Portal Status  [Reported via Admissions project plan] Resources  We still stand to lose Garston Tremblay on May 9, unless a move can be made to hire him.  Right now, Gary Pollock is identified for all the functional specs. This will be a major bottleneck unless we can find other people to do them. ITS has expressed that they’re the most appropriate people to do these, because most of the pagelets are ports of existing items on ChooseCU or CUView. If they don’t do them, I’m not sure who will. I have an email in to Melinda now to ask if they have other resources available to supplement Gary.  My own availability is spotty right now due to family medical issues, and I’m not sure when or how much that’s going to improve. Issues/Risks  All the resource issues identified above constitute risks, especially Garston, as that would be a permanent loss of a critical resource.  There is a dependency between X-Person and most of the pagelets, which introduces a likely delay into implementation of those pagelets. MetamorphoSIS Weekly Status Report – April 27, 2009 Page 16 of 16