1. Spring 2004 May 19, 2004 Lorraine Frost, Director, CMS
CMS Forum
Spring 2004
May 19, 2004
Lorraine Frost, Director, CMS
5/5/2019

2. Agenda Finance 8.4 upgrade (web-enabled) Student Administration 8.9
Training
Security
Hardware/Software Requirements
Reporting options
Project Plan Update
Student Administration 8.9
Timeline options
Preliminary Tasks
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3. Training
Finance v7.5 training courses will end on Sept 30 ( one-on-one will be offered as needed)
Introduction to Finance and Delta Finance training courses will start in November 2004
Confidentiality Form must be on file with HR or submitted prior to access being granted
Computer Access form must be on file or submitted prior to access being granted
Security Class attendance is required (credit is given for attendance during HR upgrade )
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4. Security Security courses will start about mid August 2004
Individuals need to re-certify existing Computerized Information Access if on file
A new Computerized Info Access form must be filled out before attending training classes
Validation of Confidentiality Form will be conducted – one must be on file to authorize access to systems
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5. Hardware/Software Requirements
Minimum requirements were sent to campus list serv on May 14, 2004, below are recommended configurations:
• 256 MB RAM recommended (64 MB RAM minimum)
• 800 MHz Pentium or equivalent processor (Pentium 166 MHz minimum)
• VGA controller and display of 800x600 resolution or higher and High Color (16 bit) mode for the best display results.
Internet Explorer 5, 5.5, or 6 are the recommended web browsers running on Windows NT, 2000, or XP.
If your local technician is unable to assist you in verifying your workstation configuration, the Help Desk will assist you (X7677)
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6. Reporting Options
Brio Portal will no longer be required to retrieve reports
Reports can be generated and viewed within the web-enabled Finance system
Reports are being rewritten to accommodate the new file structures in Finance 8.4
Use of nVision (drill down capabilities) being explored for future report formats
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7. Project Plan Update Second Upgrade Pass has been completed
System Testing starts today, May 19, through June 4, 2004
Acceptance Testing will start on Sept 1 through Sept 17, 2004
FitGap for new modules, Asset Management and Accounts Receivables/Billing will begin in October 2004
Cut-over for General Ledger, Accounts Payables and Purchasing scheduled on Dec 20, 2004
Access to the Financial systems will be suspended from Dec 6, 2004 through Dec 20, 2004
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8. Student Administration Timeline
Chancellor’s Office has presented two options to the remaining CSU campuses who have not implemented PeopleSoft Student Administration (HRSA)
SA Group 1 (January 2006 – October 2007)
SA Group 2 (January 2007 – October 2008)
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9. 5/5/2019

10. PeopleSoft SA Tasks Readiness Assessment
Project Team members identified
Project Office expansion or relocation
Consultant bid, selection, and partnership formulation
Project Team training
Project Plan development
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11. Target Environments
PeopleSoft Web-enabled Systems
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12. Questions or Concerns
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