1. University of Michigan Administrative Information Services The U-M Data Warehouse and the M-Pathways Fin/Phys Upgrade PeopleSoft v.8.8 Laura Bollettino July 2005

2. U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 2 Executive Summary Due to upgrade-related changes to FINPROD, some DW tables will change Details in DW Structure Changes documents Reports that use the affected tables may need changes  MAIS will make all needed changes to BusinessObjects repository reports (Corporate Documents)  Some user reports will need changes

3. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 3 Affected Data Sets and Universes Financials:  Revenue & Expense, Balance Sheet, Journal Detail (FN01, FN02, FN03)  Budget (FN05)  Procurement (FN06) Asset Management (AM01) Space Management (SM01) Utilities and Plant (UP01) Human Resource (HR01) Payroll (PY01) Financial Aid/Student Financials (SA04)

4. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 4 Impact on DW Reports DataMagnitudeDetails ProcurementSignificantContracts: PeopleSoft contracts replacing contract POs Requisitions: new requisition table P-Cards: new table for P-Card data for version 8.8 forward Vouchers: minor changes

5. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 5 Impact on DW Reports DataMagnitudeDetails BudgetSignificantSignificant changes to all budget tables General Ledger: Project/Grant and Department tables ModerateTables changing names New Project/Grant fields, add if desired

6. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 6 Impact on DW Reports DataMagnitudeDetails Asset Management MinorChartField changes Space Management MinorChartField changes Utilities and Plant MinorChanges to ChartFields and BusinessObjects folder names

7. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 7 Impact on DW Reports DataMagnitudeDetails PayrollMinorChartField changes Human ResourceMinorChartField changes Financial Aid/ Student Financials MinorChartField changes

8. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 8 Effects on BusObjs reports that use changed fields BusinessObjects repository reports  MAIS will update all affected repository reports prior to the upgrade BusinessObjects repository reports that you have modified and saved  BusinessObjects makes some changes automatically  You must make any other needed changes BusinessObjects user reports  BusinessObjects makes some changes automatically  You must make any other needed changes

9. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 9 Automatic Changes to Reports BusinessObjects will:  Change field name  Change table name  Change field length  Remove deleted field BusinessObjects will not:  Add new fields

10. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 10 Hint for Procurement reports P-Card, PO, and requisition data are moving to new tables To capture these data before and after the upgrade, reports must get data from both tables MAIS will modify repository reports that use these data to handle this How to handle this in your reports:  Pull data from both tables  Use “If Not(IsNull ( )) Then Else ” to display old and new data in same column  Some documentation on this is in last row of Formulas document, available here: www.mais.umich.edu/reporting/bo_special_topics.html  Labs after upgrade can help you with this

11. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 11 Hint when Modifying Repository Reports If you modify a repository report, use File -> Save As in BusinessObjects to change the report name. Otherwise:  If you download the report again, it will overwrite your copy.  If the report is deleted from the repository, you won’t be able to open your copy. A good choice for the new name is to add your initials or dept to the report name.

12. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 12 Preparing for the upgrade Delete any obsolete DW reports Compare reports to DW Structure Changes documents; DocAnalyze can help with this Estimate amount of changes needed to these reports and time needed to make changes

13. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 13 DW Data Set Upgrade Dates Payroll (PY01):  Unavailable 5:00 pm, Tuesday, August 2  Available 7:00 am, Wednesday, August 3 Human Resource (HR01) and Financial Aid/Student Financials (SA04):  Unavailable 5:00 pm, Thursday, August 18  Available 7:00 am, Friday, August 19 Financials (FN01-FN03, FN05, FN06), Asset Management (AM01), and Space, Utilities, and Plant (SM01, UP01):  Unavailable 5:00 pm, Friday, August 19  Available 7:00 am, Monday, August 22

14. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 14 Support Available DocAnalyze  Tells results, conditions, and variables used in BusObjs reports  Compare output with Structure Changes documents Documentation  DW Structure Changes document for each data set, and cover sheet for Structure Changes documents  Financials and Physical Resources Data Sets in UM Data Warehouse Overview of Changes  Draft data dictionaries, including data models

15. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 15 Support Available More documentation  Impact of Data Set Changes on BusinessObjects Reports, available here: www.mais.umich.edu/reporting/bo_special_topics.html Targeted e-mails to DW users with upgrade- related instructions and information Ongoing updates to the Upgrade Central section of the M-Pathways Web site  www.mpathways.umich.edu/upgrade/reports.html MAIS Help Desk Labs - after the upgrade

16. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 16 Action Items Using available resources, determine changes needed to your DW reports Watch for upgrade-related e-mails Check Upgrade Central section of M- Pathways Web site After upgrade, modify reports

17. July 2005U-M Data Warehouse and the Fin/Phys v.8.8 Upgrade 17 Questions?