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Implementing KFS Release 2 (Let’s Get Cookin’!)

Implementing KFS Release 2 (Let’s Get Cookin’!). Susan Moore / Jonathon Keller, UC - Davis Vince Schimizzi / Mike Criswell, MSU. Topics. Mission Approaches Technical environment Distribution: What do you get ? Goals How did it go? Next steps Final thoughts (open discussion).

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Implementing KFS Release 2 (Let’s Get Cookin’!)

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  1. Implementing KFS Release 2(Let’s Get Cookin’!) Susan Moore / Jonathon Keller, UC - Davis Vince Schimizzi / Mike Criswell, MSU

  2. Topics • Mission • Approaches • Technical environment • Distribution: What do you get ? • Goals • How did it go? • Next steps • Final thoughts (open discussion)

  3. Mission (UC – Davis) • Stay ahead of a production implementation in identifying issues. • Review and provide input to installation and configuration documentation. • How to structure deployment of application. • Review new implementation functionality of KFS release 2.

  4. Mission (MSU) • Review, learn, and provide input on installation and configuration documentation. • Begin to identify and review MSU configuration issues and to conduct modeling scenarios. • Review new functionality in KFS release 2.

  5. Approach (MSU) • For bootstrap version (like a go-live installation) much attention was given to data, setup and configuration. • Prior to release, functional/technical staff reviewed process from KFS release 1 and developed plan for KFS release 2. • Upon receiving pre-release software, up and running in 3 business days. • 3 technical staff, 7 functional staff.

  6. Approach (UC-Davis) • Wanted a “fresh” perspective. • 1 technical staff part-time. • 2 functional staff part-time.

  7. Technical Environment

  8. Distribution: What do you get? • Kuali Financial System • Demo Data Set • Bootstrap Data Set • Database Import/Export Tool • Kuali Rice • Kuali Enterprise Workflow • Sample Patch for Extended Attributes

  9. Goals (MSU) • Load MSU sample data. • Implement an extended attribute. • Create a custom business rule. • Replace CAS Authentication with MSU’s home-grown authentication. • Build the application from source. • Test application.

  10. MSU Load Process

  11. Goals (UC - Davis) • Build the application from source. • Test application.

  12. How did it go? (UC - Davis) • Installation • Functional testing

  13. How did it go?(MSU) • Installation went well (some expected challenges) • Functional testing of transaction and maintenance eDocs went smoothly. • Experience from prior load (table load sequence) was helpful in identifying new tables and fields. • Referential integrity constraints helped ensure proper data load. • MSU created Entity Relationship (ER) diagrams on application which was useful in understanding the underlying data.

  14. Next Steps (MSU) • Install actual Kuali release 2 application. • Continue testing application once up and running • Maintenance Edoc • Transaction Edoc • Batch processes • Workflow capabilities • Etc. • Create supplemental implementation documents for MSU.

  15. Next Steps (UCD) • Load institutional data. • Create additional business objects and extended attributes on existing objects. • Replace CAS authentication with UC authentication.

  16. Final Thoughts • Overall smooth process. • The lack of any substantive “show stoppers” is itself a sign of success.

  17. Questions ?

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