Metadb Rollout Plan

1. LDP Production DB with FOLIO Production data
   
   
2. Metadb Test DB with FOLIO Test data

• Hosting Team has Metadb Test reporting database successfully synchronizing data with FOLIO Test application server
• hosting team sets up accounts on Metadb Test for reporting team members
• reporting team members verify their connections to Metadb Test through DBeaver EE

• Announcement to CUL that Reporting Team will be working on transition to Metadb, so only critical LDP queries or dashboards should be requested

• hosting team sets up accounts for reporting users of specialized local schemas and those users test and verify their connections to Metadb Test
• hosting team sets up local schemas on Metadb Test, providing access to each of the users for those schemas
• schema users test access and writing data to their local schemas

• additional Voyager tables are added to LDP Production

• subset of reporting team creates training materials on Metadb to deliver to reporting users
• Metadb training delivered to reporting team 

• Hosting team upgrades Metadb Test instance to Metadb v1.2.0 software version, which includes 1.7 Poppy version of Folio Analytics derived tables
• Reporting Team tests Metadb Test after new version of Metadb software is installed and reports any issues to hosting team

• Reporting Team identifies most critical reports to transition from LDP to Metadb first and sets up query development schedule, as well as queries that dashboards depend on

User Accounts for Metadb Test

• Virtual DBeaver and CloudBeaver connection configurations for Metadb are researched and tested
• Metadb Test setup for reporting users researched and tested
• All reporting user accounts in Metadb Test created and distributed

Metadb Training Delivered

• Metadb training delivered to FOLIO Reporting Users Group
• Metadb training delivered to all CUL reporting users

Poppy Implementation for both FOLIO and Metadb Test

• FOLIO Production moves to Poppy in February 2024

Voyager Schema for Metadb Test

• hosting team creates VGER schema and moves legacy system Voyager tables from LDP to Metadb
• reporting team tests tables in VGER schema on Metadb

First phase of Critical Queries and Dashboard for Metadb completed

• first phase of critical queries for Metadb are created and tested against Metadb Test with test data
• first phase of Tableau dashboards for Metadb are created and tested against Metadb Test with test data

1. LDP Production DB with FOLIO Production data
   
   
2. Metadb Test DB with FOLIO Production data

• Hosting Team has Metadb Test reporting database successfully synchronizing data with FOLIO Production application server
• Reporting Team tests Metadb Test with data from FOLIO Production against data from LDP Production to verify accuracy and communicates any issues to hosting team

• first phase of critical queries for Metadb are created and tested against Metadb test with production data
• second phase of critical queries for Metadb are created and tested against Metadb Test with production data
• first phase of critical dashboards for Metadb are created and tested against Metadb test with production data
• second phase of critical dashboards for Metadb are created and tested against Metadb Test with production data

• final phase of critical queries for Metadb are created and tested against Metadb test with production data
• final phase of critical dashboards for Metadb are created and tested against Metadb Test with production data
• Reporting Team adds Reporting Tips and Tricks pages in FOLIO Reporting web site to cover Metadb

Reporting App Test

• Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Test
• Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Test

1. LDP Production DB with FOLIO Production data
   
   
2. Metadb Production DB with FOLIO Production data

• Metadb Test reporting database is cloned from Metadb Production, set up to use FOLIO Production as its data source, and tested by Reporting Team
• Reporting Team tests queries and dashboards on Metadb Production
• Metadb Production Go Live is announced to all CU Library staff
• All critical queries and dashboards use Metadb Production reporting database

Reporting App Rollout

• Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Production
• Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Production
• Reporting Users are trained in using Reporting App

1. Metadb Production DB with FOLIO Production data
   
   
2. Metadb Test DB with FOLIO Production data

LDP Production is retired

• LDP Production is retired