Financials Upgrade Buzz! Winter is Coming

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Survival Guide to Go-Live

Winter is Coming: Hard Freeze August 29

Popsicle art.

Nope, this is not a weather report. This is more information about queries and how you can prevent query issues for yourself after the new system goes live later this fall.

Any queries -- public or private -- created, modified, copied, etc., after August 29, 2014, WILL NOT be available in the new 9.2 version when it goes live.

Yes, that is exactly what it means -- if you create a query in September and copy it to 25 people -- that query will not be there for any of you the day we Go-Live.

If you use a public query -- and you modify it and save it in October -- it will not be there the day we Go-Live. 

If you receive a copy of a query from someone on Aug. 30, 2014, it will not be available for you to use again once the new system is up.

But why?

Remember our install wizards? They have to have a current copy of the production environment data -- the PeopleSoft you work in every day -- to move to the new environment. This is latest possible date we can allow them to take it and still have time for proper testing and to meet our deadlines for you.

What You Can Do - As Query Managers and/or Viewers

The easiest thing to do is just say "no" to new or modified queries after Aug. 29. However, we know that is not realistic for everyone, so here are some ideas to assist you:

  1. Mark your calendar NOW! "Aug. 29 - Query Freeze".
  2. Do NOT build, modify, or copy queries after Aug. 29.
  3. Understand that any queries you build, modify, copy, or receive after Aug. 29 will not be available once we Go-Live.
  4. For Query Managers, if you must build, edit, or copy, decide how you plan to handle those queries after Aug. 29.
  5. Notify people you regularly assist with new queries -- let them know how you, as a Query Manager, plan to handle your queries after Aug. 29.
  6. Do not wait until Aug. 29 to develop a plan or to execute a plan.

If you MUST build, modify, copy, or receive a query after Aug. 29, record the information about it: the name, data included, where it came from, is it public or private?

For Query Managers, who can create, modify, and copy queries, make note of what data you used to build the query. Do the same with public queries you modify and save. Keep information about queries you provide to others -- especially their names and contact information.

Queries you provide to others after Aug. 29 will have to be rebuilt and tested thoroughly by you, as the Query Manager, once we are live.

Because private queries, are just that -- private -- EBS is limited in what it can do to assist individual users with private queries.

It is important to note that some tables may change as a result of the upgraded software, so testing a query for validity before you redistribute it will be paramount.

REMEMBER: Public Queries that exist prior to Aug. 29 will be carried over into the upgraded environment, so keep notes on modifications and distribution you may do after Aug. 29.

How is EBS attempting to address private queries that currently exist -- see below. For a more detailed explanation, see the June 12 Financials Buzz.


Query Call to Action - Don't Forget Your List!

If you are a Query Manager or you have received a copy of a query from a Query Manager, you have or are going to receive an e-mail from the EBS Financials Upgrade Team.

This e-mail will include a list of the queries that have been copied to you. From this list, we want you to identify queries that are MISSION CRITICAL to your operation. What we receive from you will determine the next steps in the process the EBS Team is working on to assit. What will impede this process is responses that say "all are mission critical" or no reply at all. 

Your call to action is to review your queries now and have your list ready when you receive the e-mail.

We want to provide the best response to as many users as possible, so your cooperation in the thorough review of your queries will help us help you. 


PROJECT UPDATE:

Milestone Map

Retrofits are almost complete and the EBS Upgrade Team will be in the new test environment in a matter of days to begin what the techies call "unit testing" or "systems testing". We are finally going to get a look at how 9.2 behaves with our enhancements and test data! It is very exciting.

Our team will be taking a look at how the delivered functions behave, as well as our enhancements, and looking for bugs that need to addressed by our agency superusers and EBS Team. For those of you keeping track on the map above, we are carefully balancing on the line between Design and Building. Follow along on your own Milestone Map.

The Cache

The links below will take you to the previous announcements.


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Just the FAQs

Frequently asked questions.

 

Why is Aug. 29 important?

This is the hard freeze date for all new queries in PeopleSoft Financials. If at all possible, avoid creating, modifying or copying queries, as the information will not be available post Go-Live.

 

When will we Go-Live?

Later this year. More information will be released as we get closer, but the goals is to provide at least a months notice to users.

 

What about HCM?

An HCM upgrade is planned in the next couple of years.

 

What is a Public Query?

A Public Query is a query -- or report -- built and posted within a PeopleSoft module for anyone with access to that module to use. They are typically queries that provide information a wide variety of users find helpful. 

 

What is a Private Query?

A Private Query is a query -- or report -- built by an individual user with Query Manager training and security access. These queries can only be accessed and modified by their creators. They can also be copied to other users.


Training Info

This is where you will find information, links, and schedules for Upgrade Training.

Coming Soon....

  • Video Tutorial: Upgrade's Navigation Tips to 9.2
  • Then/Now screenshots
  • Updated manuals
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