Status |
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Complete |
On Track |
Caution |
DatesNovember 15-30, 2023 | |
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- LDP Production DB with FOLIO Production data
- Metadb Test DB with FOLIO Test data
| October 2023 | January 2024 | Test |
test and configuration for initial connections to reporting |
dbdatabase | - 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
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test and - verify their connections to Metadb Test through DBeaver EE
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Virtual DBeaver connection configurations for Metadb are researched and testedJanuary 2024 | 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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January 2024 | February 2024 | Schema |
December 1-20, 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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January 2024 | March 2024 | 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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January 2024 | February 2024 | Metadb Internal Training developed |
Metadb training development | - subset of reporting team creates training materials on Metadb to deliver to reporting users
- Metadb training delivered to reporting
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team for feedback 1-31, 2024Metadb 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 requested2024 | March 2024 | Metadb Test moves to Metadb v1.2.0 | - 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
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January 2024 | February 2024 | Critical Queries for Metadb identified | - 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
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February 2024 | February 2024 | Initial User Accounts for Metadb Test | - Virtual DBeaver and CloudBeaver connection configurations for Metadb are researched and tested
- Metadb Test setup for initial reporting users researched
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and testedAll user accounts in Metadb Test created |
February 2024 | March 2024 | Metadb Training Delivered | - Metadb training delivered to FOLIO Reporting Users Group
- Metadb training delivered to all CUL reporting users
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February |
- , 2024 | Poppy Implementation for both FOLIO and Metadb Test | - FOLIO Production moves to
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Poppy in February 2024 |
February 2024 | Unknown | 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
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February 2024 | April 2024 | 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
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- LDP Production DB with FOLIO Production data
- Metadb Test DB with FOLIO Production data
| March 2024 | May 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 and communicates any issues to hosting team
- All reporting user accounts in Metadb Test created and distributed
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March 2024 |
| Second phase of Critical Queries and Dashboards for Metadb completed | - 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
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April - May 2024 | October 2024 | Final Phase of Critical Queries and Dashboards Completed | - 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
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June 2024 | September 2024 | Reporting App Test |
Metadb Test moves to Poppy version of Folio Analytics | - Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Test
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June 2024 | Reporting App Rollout | - Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Test
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- LDP Production DB with FOLIO Production data
- Metadb Production DB with FOLIO Production data
| July 2024 | November 15 2024 | Metadb Production Rollout | - Metadb Test reporting database is cloned from Metadb Production, set up to use FOLIO Production as its data source, and tested by Reporting Team
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Metadb Production is created using Metadb Test as a template- 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
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July 2024 | November 2024 | 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
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July 1, 2024 | Metadb Production Rollout | |
August 2024 | October 18 2024 | FOLIO Production moves to Quesnalia | - impact of Quesnalia changes unknown
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- Metadb Production DB with FOLIO Production data
- Metadb Test DB with FOLIO Test data
| October 2024 | November 30 2024 | LDP Production is retired | - LDP Production is retired
- Important: Avoid Oct 1st due to ADC counts for DFS
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Yahoo!!! Reporting Team takes well-deserved trip to Hawaii
Questions and Notes
- What is the cutoff date for CUL staff to ask the reporting team to create LDP queries for them?
- CUL to go to Poppy in February
- Need to determine how long to keep up LDP Production after move from Metadb Test to Metadb Production and who would have access to LDP Production?
- In July, should we have LDP Production remain as our second instance through September 1st instead of have Metadb Test as our second instance?
- If there is a Metadb outage, what happens to the data as synchronization is restarted? (Question for Nassib)
Priorities
- queries will be updated for Metadb based on criticality for functional area, candidacy for Report App, and dependencies from dashboards
Dependencies
- Automation team needs early access to Metadb Test for automation work and Prefect access
- Annual Data Collection needs a failsafe of LDP Production access through through August 1 to create reports
- FBO needs failsafe of LDP Production access through August 1 to create reports around fiscal year rollover
Documentation
- Revise tips and tricks for Metadb