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eMARS 3.10 UpgradeReporting User Group Meeting
October 9, 2014
Agenda
Updated Migration PlanUniverse CompareGetting StartedMRDB2
Resources & Assistance
2
Updated Migration Plan
Migration Plan
Agency Report Folders were migrated from infoAdvantage to the new environment (EBI 4.1 Test) on October 1
4
Reports were NOT deleted from infoAdvantage
Migration Plan
October 15, 2014 – Reports residing in designated folders in infoAdvantage will be Migrated to new environment (EBI 4.1 Test)‒ Report Lead’s Favorites‒ Report Developers’ Favorites
5
Reports will NOT be deleted from infoAdvantage
Migration Plan
December 1, 2014 – Second migration from designated folders– Only new reports within the previously defined folders will be
selected– Reports that were migrated on Oct 15 will not be selected
February 1, 2015 – Third migration from designated folders– Only new reports within the previously defined folders will be
selected– Reports that were migrated on Oct 15 and Dec 1 will not be
selected
6
Reports will NOT be deleted from infoAdvantage
Migration Plan
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EBI Test 4.1• 10/15/2014 - Drop 1
All reports in the Report Developer’s /Lead’s Favorites Folders are moved to new environment (EBI Test 4.1)
• 12/1/2014 – Drop 2 1) New reports migrated to EBI Test 4.1 2) Reports that were migrated during the first drop will not be moved• 2/1/2015 – Drop 3 1) New reports migrated to EBI Test 4.1 2) Reports that were migrated during the 1st and 2nd drops will not be moved
• After a report is redeveloped, the report must be moved to the correct Agency Folder.
• 12/1/2014 Copy of agency folders/reports are moved to UAT
• 3/1/2015 Copy of agency folders/reports moved to UAT.
infoAdvantage Production
• 12/1/2014 Agency users may begin testing reports that have been redeveloped
• 3/14/2015 Cutover activities begin the night before Go-Live
• 3/15/2015 Go Live
EBI Production 4.1EBI UAT 4.1
Universe Compare
Custom Universes Custom Universes no longer needed
‒ PCARD_DTL‒ Vendor ABA‒ Proof of Necessity‒ Cingular‒ Document Phase Universe-KY‒ Inventory
Replaced with new Universe‒ KY Security & Workflow – 3.10 OADM Security & Workflow
Linked Universes/Combination of both‒ KY Chart of Accounts – 3.10 FIN Chart of Accounts
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Custom Universes
10
Linked Universe
11
Baseline Universe Compare
A detailed 3.6.03 to 3.10.01 comparison of each baseline universe will be available on the eMARS website as completed
12
Getting Started
Availability
14
EBI 4.1/eMARS Reporting Test will be available by October 15, 2014. An email will go out next week to let you know when you can log in and begin re-development.
Log In
URL to EBI 4.1 Test (eMARS Reporting)
Password
Single Sign-On will be available through eMARS 3.10.01 UAT at a later date
15
http://kyeasxebi41test.easdev.dslab.ky.gov:8080/BOE/BI
today@1200
EBI 4.1/eMARS Reporting
16
Where are my
Reports ?
MRDB2
Purpose
Allow users to access financial data through data warehouse views as opposed to InfoAdvantage
Run queries as opposed to reportsExport data from Microsoft Access to
Microsoft Excel
Current Views
O_DW.VW_FCT1_EXPENDITURE– Detailed expenditure information for accounting/budgeting needs
O_DW.VW_FCT1_REVENUE‒ Detailed revenue information for accounting/budgeting needs
O_DW.VW_FCT1_CASH– Detailed cash information for accounting/budgeting needs
O_DW.VW_FCT1_SUMMARY_LEDGER– Summarized information for selected chart of account elements
O_DW.VW_FCT1_CHARGE‒ Detailed charge information
Current Views
O_DW.VW_FCT3_BUDGET_OPERATING– Single record for each 2nd level budget reflecting the current budget
amount.
O_DW.VW_FCT3_BUDGET_GRANT– Single record for each 2nd level budget reflecting the current budget
amount.
O_DW.VW_FCT3_BUDGET_CAPITAL_EXP‒ Single record for each 2nd level budget reflecting the current budget
amount.
O_DW.VW_FCT3_BUDGET_CAPITAL_REV– Single record for each 2nd level budget reflecting the current budget
amount.
20
O_DW.VW_FCT1_EXPENDITURE FIELDS
O_DW.VW_FCT1_EXPENDITURE
Includes the following Closing Classifications:‒ 10 Cash Expenditures‒ 11 Accrued Expenditures‒12 Encumbrances
Should Include:–All Coded Chart of Account Elements and Names–Most Rollups of Central Chart of Account
Elements–Document and Referenced Document IDs
O_DW.VW_FCT1_REVENUE-FIELDS
O_DW.VW_FCT1_REVENUE
Includes the following Closing Classifications:‒ 14 Collected Revenue‒ 15 Billed Revenue
Should Include:–All Coded Chart of Account Elements and Names–Most Rollups of Central Chart of Account
Elements–Document and Referenced Document IDs
O_DW.VW_FCT1_CASH FIELDS
O_DW.VW_FCT1_CASH
Includes the following Closing Classification:‒ 5 Cash
Should Include:–All Coded Chart of Account Elements and Names–Most Rollups of Central Chart of Account
Elements–Document and Referenced Document IDs
O_DW.VW_FCT1_SUMMARY_LEDGER FIELDS
O_DW.VW_FCT1_SUMMARY_LEDGER
Includes ALL Closing Classifications except:‒ 6 Accounts left in old year
Should Include:–Select chart of accounts, their names and rollups–See Field List for elements included
O_DW.VW_FCT1_CHARGE FIELDS
O_DW.VW_FCT1_CHARGE
Includes the following Posting Codes:‒XXP3 – Standard Charge Non Reimbursable‒C001 – Standard Charge
Should Include:–All Coded Chart of Account Elements and Names–Most Rollups of Central Chart of Account
Elements–Document and Referenced Document IDs
O_DW.VW_FCT3_BUDGET_GRANT-FIELDS
O_DW.VW_FCT3_BUDGET_GRANT
Includes a single record representing the current budget amount for level 2 of Budget Structure 39
O_DW.VW_FCT3_BUDGET_OPERATING-FIELDS
O_DW.VW_FCT3_BUDGET_OPERATING
Includes a single record representing the current budget amount for level 2 Budget Structure 3
O_DW.VW_FCT3_BUDGET_CAPITAL_REV-FIELDS
O_DW.VW_FCT3_BUDGET_CAPITAL_REV
Includes a single record representing the current budget amount for level 2 Budget Structure 42
O_DW.VW_FCT3_BUDGET_CAPITAL_EXP-FIELDS
O_DW.VW_FCT3_BUDGET_CAPITAL_EXP
Includes a single record representing the current budget amount for level 2 Budget Structure 43
How to access data
Contact Security Lead‒ email Donald Sweasy with request to MRDB2
Views within EMIAFPTools
‒ Microsoft Access‒ Microsoft Excel‒ SQL Developer‒ Other Oracle Tools
Requires Oracle Client 11 or 12c Requires TNSNAMES.ora file
Resources & Assistance
eMARS Upgrade Page– Report Developer’s Guide– Baseline Universe Compare– Presentations
Report Development Workshops– State Office Building – Purple Parlor– CRC and CGI resources available to help with
report re-development– Schedule to be issued next week
40
Remember to use FY2013 data for testing reports.
What’s Next
Name Your Report Developers‒ EBI security role would be eMARS Advanced‒ Send to [email protected]
Agency users should be evaluating Favorites– Send reports to be migrated to Report Lead or
named Developers– Delete any unnecessary reports– Next migration date October 15, 2014
41
Questions ?
42