Munis Upgrade Planning - Managers - CDTA Employee Portal

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30 Οκτ 2013 (πριν από 4 χρόνια και 14 μέρες)

171 εμφανίσεις

Agenda


Munis Upgrade and Data Migration


Functionality


Install and Testing Time Line




2

Munis Upgrade and Data Migration


New Server


Upgraded hardware



Upgrade of Munis from 7.4 to version 8.2


Server


Client



Data Migration


IBM Informix to Microsoft SQL Server


3

Functionality


Setup for Future


Web based interface


Workflow


approvals, notifications, tasks


Reporting services


Reporting integration with Excel (power pivot)


Outlook integration


Content Management


Employee Central

4

Install and Testing Timeline


August 1


Upgrade and Database Migration


August 2


5


Client Installs


Report Updates


August 8


September 9


User Testing and Comments


September 12


30


Review Comments and Cutover Planning


October 7


Go Live

5

Install and Testing Timeline

Mon. 9
-
12 thru Fri. 9
-
30

Review comments

Cutover planning

Thur. 10
-
6

Lock Munis
Database

Fri. 10
-
7

Go Live

6

Mon. 8
-
1

Upgrade and
Migration

Tues. 8
-
2 thru
Fri. 8
-
5

Client Installs

Report Upgrade

Mon. 8
-
8 thru Fri. 9
-
9

User Testing

Testing Feedback

Install and Testing Timeline
(cont.)


Install and Upgrade


Monday August 1
st



Tyler owns install and upgrade


Will not affect Munis Users at all



Client Installs


Tuesday August 2
nd

thru Friday August 5
th



Chad and Rich will do installs at users computers


Should take about 5
-
10 minutes per user


Users will have two Munis icons (new one is different
color)

7

Install and Testing Timeline
(cont.)


Testing


Monday August 8
th

thru Friday September 9
th



Scenario
based
testing


All
users will be
involved in testing


Any issues or questions will be documented and reviewed



Scenarios


Payroll


Account Receivable


Accounts Payable


Credit Card Import


8

Install and Testing Timeline
(cont.)


Payroll


Sara Burt, Darlene McKie, Donna Gillis,
Tracy
Vitetta,
Lauri
Wilson,
Jessica
Greco, Belinda Kornegay,
Linda
Snell, Ken
Tucker,
Gary
Cook,
Dave
Palmer,
Gary
Guy,
Tom
McKie,
Meredith Redcross


Account Receivable


Justin Gregaydis, Deb Waite, Eileen Iannone, Nelli
Kalogridis, Kathy Romand, Margie Harvey


Accounts Payable


Ken Tucker


Credit Card Processing


Justin Gregaydis,
Donna Gillis, Kathy Romand


9

Install and Testing Timeline
(cont.)


Issue/Comment Review


Monday September 12
th

thru Friday September 30
th



Review and resolve any user comments or issues



Cutover Planning


Ensure everyone is on same page with go live plan



Go Live


Thursday October 6
th


-

Lock Munis


Friday October 7
th


-

Migrate Munis and Go Live

10

Thank You


Where to find this


http://portal1.cdta.org/IT/Presentations/Munis%20Upgrade
/



Resources


Munis Upgrade and Testing


Has full detailed plan for testing


Munis Release Notes 8.0 and 8.1


Munis Release Notes 8.2


Munis Release Notes 8.3



Questions or Comments


11