A Software Installation Duet By JoAnn Logue-0’Malley Roseann Ferrara

Client Scope New Clients in the Implementation Phase Existing Clients in the Upgrade Phase

Presentation Premise Software Installations are DUETS with collaboration between CLIENTS & SCC through the process.

Presentation Objectives Describe CLIENT steps involved in a Software Installation and/or synchronization Describe SCC steps involved in a Software Installation and/or synchronization Scope includes installation of Software/Hot Fixes and Operating Systems

Terminology SIF = Software Installation Form SYNCH = Software Synchronization SWI = Software Installation SSS = Software Support Service DM = Development Manager SE = System Engineer AE = Account Executive/Account Manager CSR = Client Support Representative VP OPS = Vice President of Operations CAB = Change Advisory Board CCB = Change Control Board IC = Software Installation Coordinator

Client Requests Software Installation Contact your account manager to determine what hot fixes are available or to discuss patch or upgrade options Email Conference Call

TO SIF OR SYNCH? THAT IS THE QUESTION SIF = Software Installation SYNCH = Software Synchronization from a SOURCE environment to a TARGET environment SIF is ALWAYS done 1st to a SOURCE ENVIRONMENT (the only exception is when there are space limitations) SIF does NOT INCLUDE SETUPS it is for SOFTWARE ONLY SYNCH CAN include SETUPS or can also be Software only

TO SIF OR SYNCH? THAT IS THE QUESTION NEW Environments For NEW ENVIRONMENTS in preparation for example for an upgrade or patch project the following occurs SYNCH OF CURRENT LIVE SOFTWARE AND SETUPS IS DONE 1ST TO THE NEW ENVIRONMENT SIF FOR NEW VERSIONS OF SOFTWARE IS DONE TO THE NEW ENVIRONMENT AFTER SYNCH IS COMPLETED AFTER NEW ENVIRONMENT IS COMPELTED SETUPS NEED TO BE MAINTAINED MANUALLY BETWEEN THE TWO ENVIRONMENTS This effort is required because the applications and the databases are now different and data entry can also be different! The application and the databases both now have a delta and data entry must occur within version

TO SIF OR SYNCH? THAT IS THE QUESTION SETUP COMPARISON SCC Internal Change Control Board (ICCB) Project approved Target 3Q or 4Q 2014 Requirements On Demand Report that can be requested by Client – AE – Module Specialist Compare Significant Setups between a SOURCE environment (i.e. TEST and LIVE etc.) Produce a report of the DELTA between the two with data elements of primary keys listed. Report will be required to be run PRIOR to A SIF – SYNCH Report will be required to achieve GO LIVE READINESS – any delta identified will be signed off on by clients as valid or will need to be corrected manually prior to go live

SCC Processes SWI Request From Client AE Creates SWI class TMS task with description of Software Load LIVE DEMO

SCC Processes SWI Request From Client AE creates SIF (uses TMS Task # from SWI task) LIVE DEMO

SCC Processes SWI Request From Client Release Management Reviews SIF Form SIF Approval Process DM – SE – VP Approvals LIVE DEMO

SCC Processes SWI Request From Client AE Checks with Software Installation Coordinators (IC) for available installation dates to present to client for scheduling LIVE DEMO SWI Calendar

SCC Processes SWI Request From Client AE receives notice SIF form has been approved AE Reviews Downtime Estimate from SIF Form AE Copies HF Summary from SIF Form into Word Doc & attaches the doc to the SWI task for client to review AE Places the SWI task in xW status with action to the client about downtime estimate, attached HF summary and available installation dates LIVE DEMO

Client - Change Management Submission and Approval Process Client selects installation date from dates AE provides in SWI task Client prepares required paperwork for submission to their respective change advisory boards (CAB) for approval and scheduling of the installation to TESTx or UPGx etc. environments Client processes through weekly Change Advisory Board Client notifies SCC of selected and approved date/time for the installation

Client – SIF Installation Request Client selects installation date/time from dates AE provided in the SWI task Client actions SWI task with permission to proceed on the selected date/time

SCC Processes SWI Installation Request from Client AE Books SWI Install with Software Installation Coordinator (IC) SE performs Installation and actions task to AE when done AE places task in xW status for testing by client LIVE DEMO SWI Calendar / Installation

Client - Change Management (example)

Client - Retrieve HF Summary List (from TMS SWI Task)

Client - List of Patch Items Client retrieves list of patch items from SCC web site Release notes Version on to Version moving to

Client - Example List

Client - Export to Excel

Client - Processing Hot Fix or Patch Items Recommended Steps Client Processes List Hot fix number Module Description Assigned to Status Associated TMS if applicable Attach test plan Notes List items need to be managed for testing, validation and Ready for Live Status Add hot fixes to list such as excel or SharePoint (recommended)

Client - List Content

Client - Laboratory Management Site

Client - SharePoint List

Client - Management Views

Client - LIS Project Site

Client - SharePoint List

Client - Management Views

Client Preparation for Validation Client Additional Processes for Patch and Upgrade For each Module Full Functional Scenarios Cross Module Full Functional Scenarios Interface and Interface Engine Customization Scenarios Vallapalooza

Client Validates Hot Fixes Client - Validation Client Validates Hot Fixes Test the hot fix if possible Use SCC test plan if possible Cover in General Functionality Testing Defined set of test plans covering module functionality and interfaces

SCC - Vallapalooza Support Develop communication plan outlining Key Contacts at SCC Develop scheduling plan for Key contacts to be made available to respond to any immediate issues with client testing Deliver additional fix and/or system and interface configurations in a timely manner Assist with meeting clients Vallapalooza timelines on repeat testing

Vallapalooza Unit Testing

Vallapalooza Scenario Testing

Client Issue Tracker List Validation Phases Issue Status Error Code

Release Note Progress

Client Workbook Progress

Vallapalooza Total Completion 95.4%

Validation Completion Status By Module for each OE System

Scenario Execution Status By Functionality/Module

Education

Client to Call “Go for Load” Review SharePoint List for Completion All outstanding issues have been mediated from Vallapalooza

SCC – Process SWI Scheduling Request for SYNCH AE Creates SWI class TMS task for SYNCH to x environment AE contacts Software Installation Coordinator to add SWI to the SWI calendar IC schedules SWI on SEPOL Calendar AE submits RFQ for dedicated support coverage for client to PO Once PO is received DM lines up dedicated resources for Installation Manager to contact for issues that might occur during/after synch DM sends to AE – Installation Manager

SCC – Process SWI Scheduling Request for SYNCH TO PRODUCTION ENVIRONMENTS Installation Manager requests breakout of downtime by module for presentation to client from SE –DBA teams Installation manager attaches breakout in action to client for review with copy to AE AE works with client to finalize date Client actions task with permission for installation with date/time AE and Installation Manager send notification to SE –DBA-Programming teams and 1800SOFTLAB Support

SCC – Process Client Request for SYNCH to Production SWI Scheduling LIVE DEMO SCC Calendar Scheduling Process

SCC Processes SWI Request From Client AE Creates SWI class TMS task with description of Software Load LIVE DEMO

SCC Processes SWI Request From Client AE creates SYNCH FORM (uses TMS Task # from SWI task) LIVE DEMO

SCC Processes SWI Request From Client Release Management Reviews SIF Form SIF Approval Process DM – SE – AE - VP Approvals LIVE DEMO

SCC Processes SWI Request From Client AE Checks with Software Installation Coordinators (IC) for available installation dates to present to client for scheduling LIVE DEMO SWI Calendar

SCC Processes SWI Request From Client for SYNCH to Production Environment AE receives notice SYNCH form has been approved Software Installation Manager Reviews Downtime Estimate from SYNCH FORM and requests Module Breakout of downtime by SE for client and AE AE Copies HF Summary from SYNCH Form into Word Doc & attaches the doc to the SWI task for client to review AE Places the SWI task in xW status with action to the client about downtime estimate, attached HF summary and available installation dates LIVE DEMO

Client - Request Time Line for Installation Steps by SCC to LIVE Discuss with SCC the Date and Time for Loading to Production Environment Enter Change Management for installation A Timeline and Module impact is critical to determining messaging and communication Minimize downtime Internal to Lab Orders Results Downtime Number assignment Minimize downtime External to Lab Delay of results SOFT ID and collection throughout hospital facilities

Client - Determine Load to Live Communicate installation plans to Laboratory Leadership Service Request for early release of EPIC lab orders for sweeps Communication to Nursing and Physicians via IT Bulletin

IT Bulletin

Load to Production Open Line of Communication between Client and SCC at 20 mins prior to installation Communicate a periodic milestones during the implementation noting progress or problems Client assumes on-call pager responsibility Client prepares group page of testers ready to send at release

Client - Release to Users Steps Page testers to begin General Functionality testing Call key lab areas such as Stat Labs to verify no immediate concerns Open Lync for Testers – start recording Testers note progress Testers note issues and TMS numbers Email with SCC still open Provide updates to SCC implementer on progress Report issues and TMS numbers Work to resolve all open issues

Load is Completed- Client Steps Close Lync Session with Testers Store recorded file on Change Management Entry Send out all clear page to lab leadership Return pager assignment to on-call person Close Change Management Close email with SCC Compose and send a Summary of the Load and send to IT and Lab Leadership Bedtime

QUESTIONS Our Software Installations presentations DUET is now over Hope you found this presentation Duet informative and enjoyable  JoAnn and Roseann roseannf@softcomputer.com X4223

Presentation Premise Software Installations are DUETS with collaboration between CLIENTS & SCC through the process.