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Munis Upgrade & Testing Plan

Munis Upgrade & Testing Plan. Agenda. Munis Upgrade and Data Migration Functionality Install and Testing Time Line. Munis Upgrade and Data Migration. New Server Upgraded hardware Upgrade of Munis from 7.4 to version 8.2 Server Client Data Migration IBM Informix to Microsoft SQL Server.

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Munis Upgrade & Testing Plan

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  1. Munis Upgrade & Testing Plan

  2. Agenda • Munis Upgrade and Data Migration • Functionality • Install and Testing Time Line

  3. Munis Upgrade and Data Migration • New Server • Upgraded hardware • Upgrade of Munis from 7.4 to version 8.2 • Server • Client • Data Migration • IBM Informix to Microsoft SQL Server

  4. Functionality – Setup for Future • Web based interface • Workflow – approvals, notifications, tasks • Reporting services • Reporting integration with Excel (power pivot) • Outlook integration • Content Management • Employee Central

  5. Install and Testing Timeline • August 1 • Upgrade and Database Migration • August 2 – 5 • Client Installs • Report Updates • August 8 – September 9 • User Testing and Comments • September 12 – 30 • Review Comments and Cutover Planning • October 7 • Go Live

  6. Install and Testing Timeline

  7. Install and Testing Timeline (cont.) • Install and Upgrade • Monday August 1st • Tyler owns install and upgrade • Will not affect Munis Users at all • Client Installs • Tuesday August 2nd thru Friday August 5th • Chad and Rich will do installs at users computers • Should take about 5-10 minutes per user • Users will have two Munis icons (new one is different color)

  8. Install and Testing Timeline (cont.) • Testing • Monday August 8th thru Friday September 9th • Scenario based testing • All users will be involved in testing • Any issues or questions will be documented and reviewed • Scenarios • Payroll • Account Receivable • Accounts Payable • Credit Card Import

  9. Install and Testing Timeline (cont.) • Payroll • Sara Burt, Darlene McKie, Donna Gillis, Tracy Vitetta, Lauri Wilson, Jessica Greco, Belinda Kornegay, Linda Snell, Ken Tucker, Gary Cook, Dave Palmer, Gary Guy, Tom McKie, Meredith Redcross • Account Receivable • Justin Gregaydis, Deb Waite, Eileen Iannone, Nelli Kalogridis, Kathy Romand, Margie Harvey • Accounts Payable • Ken Tucker • Credit Card Processing • Justin Gregaydis, Donna Gillis, Kathy Romand

  10. Install and Testing Timeline (cont.) • Issue/Comment Review • Monday September 12th thru Friday September 30th • Review and resolve any user comments or issues • Cutover Planning • Ensure everyone is on same page with go live plan • Go Live • Thursday October 6th - Lock Munis • Friday October 7th - Migrate Munis and Go Live

  11. Thank You • Where to find this • http://portal1.cdta.org/IT/Presentations/Munis%20Upgrade/ • Resources • Munis Upgrade and Testing • Has full detailed plan for testing • Munis Release Notes 8.0 and 8.1 • Munis Release Notes 8.2 • Munis Release Notes 8.3 • Questions or Comments

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