overview of cms/cfs - financial officers'...
TRANSCRIPT
Overview of CMS/CFS
CSU Business Conference
CSU Chancellor’s Office
April 6-8, 2015
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Presenters
Michelle Norton, Project Manager, CFS Nicole Louie, Project Manager, ADT Steve Sharifi, Functional Lead, CFS
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Agenda
– Overview – Background
• Milestones
– Operations • Maintenance • Methodology
– Support • Reporting Issues • Production Data Change • Security • Configuration • Job Scheduling • Cloning • CFS Website
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Trivia
How many active users in the system? A. 6596 B. 8245 C. 10306
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Overview
Application Development Team – Consolidated Finance – Human Resources – Campus Solutions – CO Applications
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Overview
Information Systems – Technical Services – Implementation – Application Development – Database Services – Infrastructure Services
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Overview
Staff – Technical Developers – Technical Analysts – Functional Leads – Functional Analysts
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Trivia
How many bank accounts in the system? A. 132 B. 164 C. 197
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Milestones
Project started in 2009 with Version 9.0 Four Phases
– Phase 1 – 3 Pilots – July 2010 – Phase 2 – 4 Campuses – Jan. 2011 – Phase 3 – 7 Campuses – April 2011 – Phase 4 – 9 Campuses – July 2011
Completed Implementation and Went Live in July 2011
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Milestones
AM Implementation – July 2012 - 6 Campuses Went Live
AR/BI Implementation – April 2013 - 8 Campuses Went Live
9.2 Upgrade – April 2013 to April 2014 MP 1.0 – May 2015 to Dec. 2014 Currently on 9.2 Image #7, Tools 8.53.02 Supported Modules – AP, PO, GL, AM and AR/BI
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Operations and Maintenance
Production Support Projects
– Modifications or Enhancements to baseline functionality
– New Functionality Implementation – Tools or Application Upgrades – Maintenance Pack Releases
Critical Fixes – Monthly Downtime for Critical Fixes
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Methodology
Preparation Phase – Using PeopleSoft Update Manager (PUM) to
Download the Latest PeopleSoft Image (PI) – Setup Environment – Workstation, Database
Server, Process Scheduler, Application Server, Web Servers, etc.
Development Phase – Development/Unit Testing – Modifications Retrofit
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Methodology
Testing Phase – System Testing – Performance Testing – User Acceptance Testing
Production Rollout
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Trivia
How many check forms in the system? A. 36 B. 46 C. 56
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Trivia
Which of following tables holds the most data? A. Combo Edit Table B. Journal Lines C. KK Activity Log D. SF Accounting Lines
They are still growing
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Communication
CMS/Application/Upgrade Website Bulletins
– FUG, TUG, PS Campus Admin, FOA – Special Announcements – Project Status – Teleconferences – Database Refresh Schedules – Production Downtime – One Week Notice
Listservs
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Support- Reporting Issues
Incident Management Process Flow
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Support- Reporting Issues
Troubleshooting - Tips & Tricks – Scope
• User Specific • Module Specific
– Context • Dependencies • Online & Batch Processing
– History • Timeline of the Issue • Last Successful Process Instance • Recent Configuration Updates • Recent Security Updates
– Replicate • Prod vs Non-Prod
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Support- Reporting Issues
Troubleshooting - Tips & Tricks – Cont. – Knowledge Base
• PeopleBooks • CSU Modification Docs. • ServiceNow Tickets
– Priority • Workaround
– Yes – No
• Time-sensitive Transaction – Vendor Checks – Student Refunds
• Submission Deadline – Month-end – Year-End
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Support- Reporting Issues
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Support- Production Data Change
Production Data Change Process There are times when the application data needs to be changed or
updated and using the normal application-based method will not work. As a result, a SQL update will be required. In order to perform a SQL
update a CFS Production Data Change Request should be submitted. The request will be reviewed and implemented if approved.
Campus Production Support
CFS Application Team
CMS Technical Services
Team
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Support- Production Data Change
Production Data Change Process
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Support- Security
CFS Security Update Scenarios – New CFS User – Create / Update User’s Roles – Create / Update Permissions List – Terminate User’s CFS Access
CFS Security Request (ServiceNow) Submitted by campus CFS Security Administrator
– Type: Request – Category: CMS-CFS – Subcategory: Security – Assignment Grp: CMS-CFS – CFS Access Request Form
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Support- Security
CFS Access Request Form
Navigation: CSYOU > Tools & Services > Financial Tools > Common Financial System (CFS)
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Support- Configuration
Configuration Methodology
CFS Application Modules include: AM, AP, AR, BI, GL & PO The CFS configuration methodology that was followed was to configure the modules commonly and Share SETID’s when possible.
Configuration Update Requests
– Update Existing Campus Configuration – Enter New Configuration Component – Create new Auxiliary Business Unit
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Support- Configuration
Configuration Documentation
Navigation: CSYOU > Projects & Initiatives > Common Management Systems (CMS) > Applications > CFS 9.2 > CFS General
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Support- Configuration
Configuration Documentation – Cont.
– All Configuration Instructions • Details all current CFS Configuration Components
– CFS92 Configuration User Guide • Provides a guide on how to review the above document
– New Auxiliary Business Unit Configuration Request Form • Required to request any new BU creation in CFS
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Support- Job Scheduling
Job Scheduling
– Implement a procedure to run some global recurring CFS processes based on a defined schedule in order to maximize resources and performance.
– Sample of scheduled nightly processes:
• Accounts Payable – Matching – Budget Checking – Voucher Post – Payment Post
• Accounts Receivable – AR Update – Aging
• General Ledger – FIRMS Legal Edit – Combo Build – Journal Generation
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Support- Job Scheduling
Job Scheduling Maintenance
– Each campus has a designated CFS Job Scheduling Admin • Admin has User ID and Password to review existing setup • Reviews Failed Jobs • Submits Job Scheduling Update Requests
– Job Scheduling Update Requests (ServiceNow)
• Type: Request • Category: CMS-CFS • Subcategory: Job Scheduling • Assignment Group: CMS-CFS-Job • Attach Job Scheduling Request Form
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Support- Job Scheduling
Job Scheduling Maintenance – Cont. Navigation: CSYOU > Projects & Initiatives > Common Management Systems (CMS) > Applications > CFS 9.2
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Support- Cloning Schedules
CFS Weekly Production Support Clones Navigation: CSYOU > Tools & Services > Common Financial Systems (CFS) > CFS Non-Production
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Support- Cloning Schedules
CFS Weekly Production Support Clones (Year-End) Navigation: CSYOU > Tools & Services > Common Financial Systems (CFS) > CFS Non-Production
In addition to PSA, PSB, PSC, and PSD, PSE and PSF are cloned each week during June – July
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Trivia
How Many GL Business Units does CFS have?
A. 46 B. 121 C. 310
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Support- Website
CFS Website – CSU Modifications - Documentation – Activities Calendar – Known Issues – 9.x MPx.x Summary of Release Changes – Test Scripts – Job Scheduling – Listservs
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Support- Modifications
CSU Mods. Documentation Navigation: CSYOU > Projects & Initiatives > Common Management Systems (CMS) > Applications > CFS 9.2
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Support- Modifications
CSU Mods. Documentation – Cont. Navigation: CSYOU > Projects & Initiatives > Common Management Systems (CMS) > Applications > CFS 9.2 > General Ledger
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Support- Website
CFS 9.2 Website Navigation: CSYOU > Projects & Initiatives > Common Management Systems (CMS) > Applications > CFS 9.2
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Support- Listservs
Listservs Navigation: CSYOU > Tools & Services > Computers & Technology > IT Support Center
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Contact Information
Michelle Norton – (562) 951-4226 – [email protected]
Nicole Louie – (562) 951-4273 – [email protected]
Steve Sharifi – (562) 951-4337 – [email protected]
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