CMS Powerpoint Template

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Cal Poly Finance 9.0 Upgrade - Functional Team

• Finance Team Lead Laurie Borello
• AP Elizabeth Williams, Marlene Gibbons
• AR Jody Fisher, Thomas Bourne, Betty Allen
• GL Kimberly Perez, Karen Aguilar
• AM Dee Louie
• PO Brenda Tesch, Suzanne LaCaro
• Receiving Frank Limon
• Budget Janice Manzo
• Technical Kathy Anderson
• Security Val Maijala

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Cal Poly Finance 9.0 Upgrade - Technical Support
Team

• Campus CMS Liaison Amy Stets
• Environment management George Westlund
• Database administration Tom Crabaugh,
• Michael Bernard
• Integration Broker support Greg Weir
• Analyst/Developer Kathy Anderson

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Lesson 1 We only know what we know!

• Module leads were not part of original
  implementation
• Troubleshooting skills are not as deep
• Cant solve with training
• Issues take longer to resolve
• We will miss some things

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9.0 Upgrade is an Opportunity

• Review all configuration
• Revisit Business Processes Decisions
• Re-look at broken software processes
• Once broken broke forever!
• Often times we discover the software has been
  fixed

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Areas of Focus

• Performance Testing
• Environment Technical notes
• Issue of transactions posting to closed
  accounting periods
• Campus Financial Reporting
• Security

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Performance

• Run sample test scripts as soon as you have your
  first pass stable for an initial check on
  performance
• We had issues that had to be handled by SOSS
• Budget Checking was timing out
• PO Search timed out
• Etc

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Technical Lessons Learned

• Performance improvements
• Added indexes to voucher and vendor tables
• PS_voucher table index (PS_VOUCHER) changed and
  negatively impacted performance. VOUCHER_ID is
  now descending (instead of ascending).
• PS_VENDOR table had a new index PSAVENDOR added
  for SETID,VENDOR_ID,NAME1,VENDOR_NAME_SHORT
  causing the incorrect index to be used in
  queries/views that joined tables to the vendor
  table and selected NAME1 in the query/view
• The Parallel Hint helped. Still researching the
  original issue for solutions.
• Combo edit table is reoccurring problem similar
  to Finance 8.4
• Optimized a campus view due to its use of
  PS_VCH_ACCTG_LN table changes

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Testing

• Very Important
• Even without the depth of a team that was
  involved with the implementation, a good test
  plan can still assure a good upgrade
• Designing and Documenting is time consuming one
  time
• Implementation is repetitive and a small time
  commitment

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Documentation Structure
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Finance 9.0 Document Folders
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Test Scripts
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Cal Poly System/Acceptance Test Plan - Morning
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Cal Poly System/Acceptance Test Plan - Afternoon
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Test Script Summary
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Sample AP Test Script
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Technical Lessons Learned

• Environment Set-up
• Re-run stats on all tables (CSU ran for those
  with a given difference)
• Plan to create the App services environment
• If you use shared windows server such as Windows
  Terminal Services or Citrix, ensure local
  Unisys firewalls reflect Fin 9.0 machines
• Refresh security roles nightly
• Stay flexible
• Building tables, indexes views in single pass
  different method from most prior upgrades/patches
• Needed common understanding of how failed clones
  will be handled
• Schedule Passes for HCM and Fin upgrades for
  different weeks
• Keep a sense of humor

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Technical Lessons Learned

• Technical Notes
• DataMover Password change did not work.
• Syntax for Change_access_password changed with
  this tools release.
• Accounts payable (STAGING) table contained
  hundreds of new fields
• Crystal
• check1,check5,copy1 and copy5 needed to be
  updated to the new query (a new field was added)
  but the rest of the crystal reports ok
• CSUAP_KK_CHK_RQ record
• 8.4 Used in the CSU Group Budget Check process
• 9.0 The old run controls could not be used
  because the CSUAP_KK_CHK_RQ in the run control no
  longer exists . The new FS_BP process is
  incorporated Group Budget Checking.

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Technical Lessons Learned

• Technical Notes (continued)
• Check printing
• The underlying SLO query which joined the
  payment_tbl to the vendor record used an
  incorrect index therefore never finishing
• Single action invoice for billing
• 8.4 This was a separate step
• 9.0 This is included in single action invoice.
  Does not work if run on Unix. Has Crystal which
  required NT. We split into separate batch print.
• PeopleSoft setup for XML Publisher, included in a
  billing job, not included as a type of process
• Coming attractions
• Integration Broker to be part of Pass 2 not
  included in Pass 1 set-up.
• Note PSAPMSGPUBINT pubid for each message needs
  to be at least as high as the pubid in the
  instance the message is being published to. The
  upgrade resets the pubids in this record to zero.

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Transactions Posting to Closed Accounting Periods

• Initial testing looks good
• Can not finalize a voucher from a closed
  accounting period
• Purchase Order must have an open accounting
  period to be saved
• If all testing is positive we will eliminate our
  Date Change mod

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Security

• Major re-design done when we upgraded to 8.4
• All permission lists have to be re-visited as
  navigation changed AND new pages have been added
  or deleted
• Processing is no longer a decision at the
  permission list level
• Now at the User level much like user
  preferences
• On Demand

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Department Reporting

• Redesigning to report from new Financial
  Reporting Tables
• Eliminated the requirement to keep KK_Actuals
  in-sync with ACTUALS

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