Project Timeline for Exchange 2007 Migration - PowerPoint

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					Information Technology


                         IT Briefing


                         June 2007
Information Technology


            IT Briefing June 20, 2007

 Healthcare Exchange           Eric Gentry (PLA
  Migration Strategy             Consultant)
 Exchange, DMS & Remedy        Karen Jenkins
 PS HR & Applicant Tracking    Dana Haggas
 Guest Access in OPUS          Mark Elliott
 NetCom Q&A                    Paul Petersen




                                                    1
Information Technology



                         Healthcare
                         Exchange
                         Migration
                         Approach

                         Eric Gentry
                         Senior Consultant, Communications and
                         Collaboration
                         Project Leadership Associates

                         Migration Specialist for Email/Active
                         Directory/Desktop
Information Technology

              Exchange 2007 Migration Plan
                  Pre-Migration Process




                                             3
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           Exchange 2007 Migration Plan
    Inbound Email Configuration and User Creation




                                                    4
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           Exchange 2007 Migration Plan
            User Preload and Migration




                                          5
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           Exchange 2007 Migration Plan
              Final Migration Process




                                          6
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                   Known Issues List
   GroupWise Rules will not Migrate
   Formatting Rich Text and HTML
   Read Receipts
   Meeting Updates
     Deletion of Meetings in GroupWise not updated in Exchange
     Recurring meeting request from GroupWise to Exchange
     Recurring meeting request from Exchange to GroupWise will
      post first meeting only
     Declination of meeting in Exchange, GroupWise user does not
      receive update
 Distribution List appearance in GroupWise
 Multiple eMail Addresses, Multiple IM Names, Categories,
  and Birthdays
 Email address links in messages when converted to
  Exchange
Information Technology


                 Migration Strategy




              Questions

                                      8
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                         Healthcare
                         Exchange
                         Desktop
                         Management
                         Remedy


                         Karen Jenkins
Information Technology


                  Healthcare Exchange
 Testing ~98% complete
 Training & support
       54 Outlook seminars scheduled / ~15 complete
       87 support resources – THANK YOU!!
       9 Technical support classes
       Video, FAQs, and other materials on-line
        http://it.emory.edu/ehc-training
 Schedule Update
       Initial pre-pilot in June, made adjustments to strategy
       Short list of early adopters end of June
       100 pre-pilot users early July
       500 pilot users mid July
       Production migration begin late July end August
Information Technology


        Desktop Management Solution
 Vendor negotiations
     Would not agree to exclude students in lease options
     Obtain commitment to purchase 50% Year 1 and 50% Year 2 –
      maintaining volume discount pricing (~90%)
 Funding identified
     AAIT providing $100k, on-going maintenance, fully fund 2nd
      50% (6,000 agents)
     SPH fully funded 900 nodes (~$16k)
     College providing $20k
     Library providing $2k
     OTHERS? Those contributing will receive agents first
     Send email to dm-eval@listserv.cc.emory.edu if you are
      interested in contributing or training (~1,300 per student)
     Total cost is ~$160 – we are about ~$20k short
 Finalize Level 2 and submit to Governance
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                            Remedy
 Initial priorities of stabilization & major
  enhancements completed
       Stabilize system / address initial problems
       Inbound email
       Suppress notifications
       Data export cleanup
 Moving onto other enhancements
     Notification improvements
     Consolidation of fields (see example)
     Creating tickets for requests / comments received during
      meetings
 Ticket Transfer scheduled for fall
     Initial consultant SOW received
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          Tab Consolidation Example




                                      13
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                         Other




              Questions

                                 14
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                         PeopleSoft HR
                         Upgrade

                         Applicant
                         Tracking

                         Dana Haggas
Information Technology


           HR Upgrade Project Overview
   Project History
      Needed to upgrade before expiration of maintenance support
      Received project approval and funding in Sept 2006
      Hardware order delayed due to enterprise hardware decision
      Hosted first three test moves in CedarCrestone Upgrade Lab
      Test move 4 on Emory Hardware in April 2007 and
       Test move 5 in June 2007
      System Load and stress testing June 2007
   Project Scope
      Technical upgrade
      Eliminated customizations:
       -42% of custom SQRs
       -32% of online objects
      New functionality
       - Person of Interest
       - Row level security enhancements
      Integration to Applicant Tracking System (KRB/Kenexa/BrassRing)
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               HR 8.9 Sign-on Page




                                     17
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      Current HR 8.3 Self-Service Page




                                         18
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           HR 8.9 Self-Service Pages


                         Employee Self-Service home page.
                         Users will need to click to access
                         Self-Service page below




                                                              19
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                  HR 8.9 Upgrade Timeline
   Monday, July 2
        Update Production HTML to provide notice of system downtime/production read-
         only access
   Tuesday, July 3
        Freeze Tools and begin export/backup for HRTEST
   Thursday, July 5
        Production database down at 5:00 pm
        Begin exports of Candidate data from PeopleSoft to KRB/ERM
   Friday, July 6
        Bring up Production with read-only access by 8:00 am
        Begin upgrade steps (Tom Hytry, CedarCrestone consultant)
   Saturday, July 7
        Migration to KRB/ERM complete
   Sunday, July 8
        Upgrade Steps complete – notify project team
        Post-Upgrade steps
        Functional User approval
        Change URL to point to 8.9 Production and notify Helpdesk
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          PS HR & Applicant Tracking




              Questions

                                       21
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                         OPUS Guest
                         Access




                         Mark Elliott
Information Technology


               OPUS Guest Access

Guest Access is a new OPUS self-service feature
giving Emory students the ability to grant access to
OPUS pages the student has selected and to
individuals the student has authorized.


 Up to 5 Guest Access accounts allowed

   Three Steps:
   1. Student creates Alias for Guest Login ID.
   2. Student creates password for Guest Login ID.
   3. Student selects OPUS information Guest can access.
Information Technology


        OPUS Guest Access Project Team

  PeopleSoft SA Team members
   representing:
       Admissions
       Campus Community
       Financial Aid
       Student Financials
       Student Records
       AAIT
Information Technology


         Project Timeline and Review

   Weekly Meetings Began 1st week of March 2007
   Integration Testing Began 3rd week of April 2007
   Go-Live Date: July 5, 2007
   Student Focus Group Review
   Security Audit Approval
   Internal Audit Approval
   University Legal Approval
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     Other Schools With Guest Access

    Columbia         University   of   Chicago
    Indiana          University   of   Georgia
    MIT              University   of   Minnesota
    Northwestern     University   of   Pennsylvania
    Princeton        USC
    Stanford         Yale
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   Learner Services OPUS Guest Access Link
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  Create New Access/Manage Existing Access
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     Step 1: Create Alias Step 2: Create Password
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 Step 3: Select OPUS Information Guest Can Access
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   OPUS Information Available Through Guest Access

 Academics                              Personal Portfolio
    • View Class Schedule                   • View Names/Addresses/Phone/Email
    • View Grades and GPAs                  • View Parent/Guardian Address
    • View Unofficial Transcript            • View/Update Emergency Contact
    • View Degree Progress                  • View Honors and Awards
    • View Final Exam Schedule              • View Holds/To Dos/Messages
 Admissions                             Student Accounts
    • View Admissions Decisions             • View Account Detail
    • Pay Admissions Deposit                • View Monthly/Registration Bills
    • Schedule Tour and Events              • Make On-Line Payment
 Apply For Courtesy Tuition Benefit         • Enroll in Payment Plan
                                            • Make an EmoryCard Deposit
 Submit Health Insurance Waiver
                                            • View Registration Clearance Status
 Financial Aid
                                            • View 1098-T Tax Information
     • View Financial Aid Information
                                            • View Wire Transfer Instructions
Information Technology


          Manage Existing Guest Access
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            Guest Access Ask OPUS
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     Automated Student Communications

  New Guest Access Request
  Change To Guest Page Permissions
  Guest Login ID Deleted
  Student Requests Information Suppression/Guest
   Accounts Disabled
  Reactivate Guest Login ID
  Password Reset
Information Technology


             Student Responsibilities
 Communicate Guest Login ID and Password to the
  Guest
 Maintain Access of the Guest
 Assist Guest with forgotten Guest Login ID’s and
  passwords
 Advise Guest as to sensitive nature of information
 Explain to the Guest how to use OPUS
Information Technology


                OPUS Guest Access




              Questions

                                    36
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                         NetCom Q&A




                         Paul Petersen
Information Technology


                         NetCom




              Questions

                                  38

				
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