eMARS 3.10 Upgrade Reporting User Group Meeting October 9, 2014
Agenda Updated Migration Plan Universe Compare Getting Started MRDB 2 Resources & Assistance 2
Updated Migration Plan
Migration Plan Agency Report Folders were migrated from infoAdvantage to the new environment (EBI 4.1 Test) on October 1 4 Reports were NOT deleted from infoAdvantage
Migration Plan October 15, 2014 – Reports residing in designated folders in infoAdvantage will be Migrated to new environment (EBI 4.1 Test) ‒ Report Lead’s Favorites ‒ Report Developers’ Favorites 5 Reports will NOT be deleted from infoAdvantage
Migration Plan December 1, 2014 – Second migration from designated folders –Only new reports within the previously defined folders will be selected –Reports that were migrated on Oct 15 will not be selected February 1, 2015 – Third migration from designated folders –Only new reports within the previously defined folders will be selected –Reports that were migrated on Oct 15 and Dec 1 will not be selected 6 Reports will NOT be deleted from infoAdvantage
Migration Plan 7 EBI Test /15/ Drop 1 All reports in the Report Developer’s /Lead’s Favorites Folders are moved to new environment (EBI Test 4.1) 12/1/2014 – Drop 2 1) New reports migrated to EBI Test 4.1 2) Reports that were migrated during the first drop will not be moved 2/1/2015 – Drop 3 1) New reports migrated to EBI Test 4.1 2) Reports that were migrated during the 1 st and 2 nd drops will not be moved After a report is redeveloped, the report must be moved to the correct Agency Folder. 12/1/2014 Copy of agency folders/reports are moved to UAT 3/1/2015 Copy of agency folders/reports moved to UAT. infoAdvantage Production 12/1/2014 Agency users may begin testing reports that have been redeveloped 3/14/2015 Cutover activities begin the night before Go-Live 3/15/2015 Go Live EBI Production 4.1 EBI UAT 4.1
Universe Compare
Custom Universes Custom Universes no longer needed ‒ PCARD_DTL ‒ Vendor ABA ‒ Proof of Necessity ‒ Cingular ‒ Document Phase Universe-KY ‒ Inventory Replaced with new Universe ‒ KY Security & Workflow – 3.10 OADM Security & Workflow Linked Universes/Combination of both ‒ KY Chart of Accounts – 3.10 FIN Chart of Accounts 9
Custom Universes 10
Linked Universe 11
Baseline Universe Compare A detailed to comparison of each baseline universe will be available on the eMARS website as completed 12
Getting Started
Availability 14 EBI 4.1/eMARS Reporting Test will be available by October 15, An will go out next week to let you know when you can log in and begin re-development.
Log In URL to EBI 4.1 Test (eMARS Reporting) Password Single Sign-On will be available through eMARS UAT at a later date 15
EBI 4.1/eMARS Reporting 16
MRDB 2
Purpose Allow users to access financial data through data warehouse views as opposed to InfoAdvantage Run queries as opposed to reports Export data from Microsoft Access to Microsoft Excel
Current Views O_DW.VW_FCT1_EXPENDITURE –Detailed expenditure information for accounting/budgeting needs O_DW.VW_FCT1_REVENUE ‒ Detailed revenue information for accounting/budgeting needs O_DW.VW_FCT1_CASH – Detailed cash information for accounting/budgeting needs O_DW.VW_FCT1_SUMMARY_LEDGER – Summarized information for selected chart of account elements O_DW.VW_FCT1_CHARGE ‒ Detailed charge information
Current Views O_DW.VW_FCT3_BUDGET_OPERATING –Single record for each 2 nd level budget reflecting the current budget amount. O_DW.VW_FCT3_BUDGET_GRANT –Single record for each 2 nd level budget reflecting the current budget amount. O_DW.VW_FCT3_BUDGET_CAPITAL_EXP ‒ Single record for each 2 nd level budget reflecting the current budget amount. O_DW.VW_FCT3_BUDGET_CAPITAL_REV –Single record for each 2 nd level budget reflecting the current budget amount. 20
O_DW.VW_FCT1_EXPENDITURE FIELDS
O_DW.VW_FCT1_EXPENDITURE Includes the following Closing Classifications: ‒ 10 Cash Expenditures ‒ 11 Accrued Expenditures ‒ 12 Encumbrances Should Include: –All Coded Chart of Account Elements and Names –Most Rollups of Central Chart of Account Elements –Document and Referenced Document IDs
O_DW.VW_FCT1_REVENUE- FIELDS
O_DW.VW_FCT1_REVENUE Includes the following Closing Classifications: ‒ 14 Collected Revenue ‒ 15 Billed Revenue Should Include: –All Coded Chart of Account Elements and Names –Most Rollups of Central Chart of Account Elements –Document and Referenced Document IDs
O_DW.VW_FCT1_CASH FIELDS
O_DW.VW_FCT1_CASH Includes the following Closing Classification: ‒ 5 Cash Should Include: –All Coded Chart of Account Elements and Names –Most Rollups of Central Chart of Account Elements –Document and Referenced Document IDs
O_DW.VW_FCT1_SUMMARY_LEDGER FIELDS
O_DW.VW_FCT1_SUMMARY_LEDGER Includes ALL Closing Classifications except: ‒ 6 Accounts left in old year Should Include: –Select chart of accounts, their names and rollups –See Field List for elements included
O_DW.VW_FCT1_CHARGE FIELDS
O_DW.VW_FCT1_CHARGE Includes the following Posting Codes: ‒ XXP3 – Standard Charge Non Reimbursable ‒ C001 – Standard Charge Should Include: –All Coded Chart of Account Elements and Names –Most Rollups of Central Chart of Account Elements –Document and Referenced Document IDs
O_DW.VW_FCT3_BUDGET_GRANT-FIELDS
O_DW.VW_FCT3_BUDGET_GRANT Includes a single record representing the current budget amount for level 2 of Budget Structure 39
O_DW.VW_FCT3_BUDGET_OPERATING-FIELDS
O_DW.VW_FCT3_BUDGET_OPERATING Includes a single record representing the current budget amount for level 2 Budget Structure 3
O_DW.VW_FCT3_BUDGET_CAPITAL_REV-FIELDS
O_DW.VW_FCT3_BUDGET_CAPITAL_REV Includes a single record representing the current budget amount for level 2 Budget Structure 42
O_DW.VW_FCT3_BUDGET_CAPITAL_EXP-FIELDS
O_DW.VW_FCT3_BUDGET_CAPITAL_EXP Includes a single record representing the current budget amount for level 2 Budget Structure 43
How to access data Contact Security Lead ‒ Donald Sweasy with request to MRDB 2 Views within EMIAFP Tools ‒ Microsoft Access ‒ Microsoft Excel ‒ SQL Developer ‒ Other Oracle Tools Requires Oracle Client 11 or 12c Requires TNSNAMES.ora file
Resources & Assistance eMARS Upgrade Page –Report Developer’s Guide –Baseline Universe Compare –Presentations Report Development Workshops –State Office Building – Purple Parlor –CRC and CGI resources available to help with report re-development –Schedule to be issued next week 40 Remember to use FY2013 data for testing reports.
What’s Next Name Your Report Developers ‒ EBI security role would be eMARS Advanced ‒ Send to Agency users should be evaluating Favorites –Send reports to be migrated to Report Lead or named Developers –Delete any unnecessary reports –Next migration date October 15,
Questions ? 42