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November-December 2023 | test and configuration for initial connections to reporting db | - 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 test and verify their connections to Metadb Test through DBeaver EE
- Virtual DBeaver connection configurations for Metadb are researched and tested
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January 2024 | Announcement to CUL staff about reporting requests | - Announcement to CUL that Reporting Team will be working on transition to Metadb, so only critical LDP queries or dashboards should be requested
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Schema | December 2023 | schema setups | - 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
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Voyager Schema for Metadb | - hosting team creates VGER schema and moves legacy system Voyager tables from LDP to Metadb
- reporting team tests tables in VGER schema on Metadb
| LDP | - additional Voyager tables are added to LDP Production
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Metadb training developedMetadb training development | - subset of reporting team creates training materials on Metadb to deliver to reporting users
- Metadb training delivered to reporting team for feedback
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Metadb Test moves to Metadb v1.2.0 | - Hosting team upgrades Metadb Test instance to Metadb v1.2.0 software version
- Reporting Team tests Metadb Test after new version of Metadb software is installed and reports any issues to hosting team
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Critical Reports for Metadb identified | - Reporting Team identifies most critical reports to transition from LDP to Metadb first and sets up query development schedule
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February 2024 | Metadb Training Delivered | - Metadb training delivered to FOLIO Reporting Users Group
- Metadb training delivered to all CUL reporting users
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User Accounts for Metadb | - Virtual DBeaver and CloudBeaver connection configurations for Metadb are researched and tested
| January 2024 | Metadb Test Rollout Critical LDP reports only and Metadb user account setups | - January 1, 2024: Announcement to CUL that Reporting Team will be working on transition to Metadb, so only critical LDP queries or dashboards should be requested
- Metadb Test setup for reporting users researched and tested
- All reporting user accounts in Metadb Test created
- Metadb training delivered to RUG, then all CUL reporting users
- created and distributed
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February - May 2024 | Poppy Implementation for both FOLIO and Metadb | - FOLIO Production moves to Poppy in February 2024
- Metadb Test moves to 1.7 Poppy version of Folio Analytics derived tables
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Voyager Schema for Metadb Test Reporting Team | - hosting team creates VGER schema and moves legacy system Voyager tables from LDP to Metadb
- reporting team tests tables in VGER schema on Metadb
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March 2024 | Metadb Test gets 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
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March - May 2024 | Poppy Implementation for both FOLIO and Metadb configures FOLIO Reporting App to run basic reports against Metadb Test | - Reporting Team rewrites LDP queries for Metadb and updates dashboards to use Metadb queries
- Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Test
- Reporting Team adds Revise Reporting Tips and Tricks pages in FOLIO Reporting web site to cover Metadb
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June 2024 | Reporting App Rollout | - Metadb Production is created using Metadb Test as a template
- Reporting Team tests queries and dashboards on Metadb Production
- Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Production
- Reporting Users are trained in using Reporting App
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July 2024 | Metadb Production RolloutYahoo!!! Reporting Team takes well-deserved trip to Hawaii | - Metadb Test reporting database becomes Metadb Production reporting database
- Metadb Production Go Live is announced to all CU Library staff
- All queries and dashboards are using Metadb Production reporting database as data source
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August 2024 | Metadb Test created | - Metadb Test reporting database is cloned from Metadb Production, set up to use FOLIO Production as its data source, and tested by Reporting Team
- LDP Production reporting database is kept available until September 2024 as a backup
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September 2024 | LDP Production retired | - LDP Production reporting database is decommissioned
- Metadb Production and Metadb Test are the 2 reporting databases supported by Hosting Team
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