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CMS Fall Forum

This forum discussion covers the upgrade schedule for Finance 8.4, including important dates and the addition of new modules. It also discusses the schedule for student administration, including admissions, class schedule building, and registration. Confidentiality and access forms, as well as VPN and WINS access for student records, are also addressed.

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CMS Fall Forum

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  1. CMS Fall Forum Fall 2003 November 18, 2003 Lorraine Frost

  2. Agenda • Finance 8.4 Upgrade Schedule • Student Administration Schedule • Confidentiality and Access forms • VPN and WINS

  3. Finance 8.4 Upgrade Schedule • Finance 8.4 is web-enabled • Project Begins November 2003 • Cutover to new system October 2004 • Consulting Contract awarded to IO Consulting, Inc., • one functional consultant • one technical consultant • New modules: Asset Management and Billing/Receivables • Go Live April 2005

  4. Upgrade Process Planning & Strategy Upgrade Cleanup Training 1st Pass Peoplesoft Finance Acceptance Testing Fit/Gap Prototyping 3rd Pass 2nd Pass System Testing

  5. Key Software Changes • Web Interface • No more PO Accounting Lines • KK Ledgers • New and Improved On-line Inquiries • CDIP modification • Added Security Features

  6. Student Administration Schedule • Readiness Assessment FY 04-05 • Start date revised to October 2005 • Fall 2007 Admissions cycle begins October 2006 • Summer 2007 class schedule build begins Dec 2006 • Fall 2007 class schedule build begins Feb 2007 • Fall 2007 Fin Aid cycle begins March 2007 • Summer 2007 Registration begins April 2007 • Fall 2007 Registration begins May 2007

  7. Confidentiality and Access forms • Signature on Confidentiality form now required of all student, faculty, and staff who request access to systems that contain personal data • Access forms are required for all systems that store confidential information • Both forms are available at http://cms.csusb.edu/security.asp • All completed forms are stored at central HR

  8. Confidentiality and Access Compliance Form

  9. Computerized Information Access Request Form

  10. Access to systems • VPN – Virtual Private Network • Required for all access to Student records from a remote site • Will be required on campus by Winter 2004 – to ensure encryption of personal data • WINS • Must access Finance 7.5 resources through the secured WINS server (ip address 139.182.28.115) no later than Dec 1, 2003

  11. QUESTIONS

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