Transcript Munis Upgrade Planning - Managers

Agenda
• Munis Upgrade and Data Migration
• Functionality
• Install and Testing Time Line
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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
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Functionality – Setup for Future
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Web based interface
Workflow – approvals, notifications, tasks
Reporting services
Reporting integration with Excel (power pivot)
Outlook integration
Content Management
Employee Central
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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
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Install and Testing Timeline
Mon. 8-1
Upgrade and
Migration
Tues. 8-2 thru
Fri. 8-5
Client Installs
Report Upgrade
Mon. 9-12 thru Fri. 9-30
Review comments
Cutover planning
Mon. 8-8 thru Fri. 9-9
User Testing
Testing Feedback
Thur. 10-6
Lock Munis
Database
Fri. 10-7
Go Live
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Install and Testing Timeline
(cont.)
• Install and Upgrade
– Monday August 1st
– Tyler owns install and upgrade
– Will not affect Munis Users at all
• Client Installs
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Tuesday August 2nd thru Friday August 5th
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)
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Install and Testing Timeline
(cont.)
• Testing
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Monday August 8th thru Friday September 9th
Scenario based testing
All users will be involved in testing
Any issues or questions will be documented and reviewed
• Scenarios
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Payroll
Account Receivable
Accounts Payable
Credit Card Import
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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
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Install and Testing Timeline
(cont.)
• Issue/Comment Review
– Monday September 12th thru Friday September 30th
– Review and resolve any user comments or issues
• Cutover Planning
– Ensure everyone is on same page with go live plan
• Go Live
– Thursday October 6th - Lock Munis
– Friday October 7th - Migrate Munis and Go Live
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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
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