Status |
---|
Complete |
On Track |
Caution |
DatesNovember 2023 | |
---|
- 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
|
test and - verify their connections to Metadb Test through DBeaver EE
|
Virtual DBeaver connection configurations for Metadb are researched and tested |
January 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
|
January 2024 | February 2024 | 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
|
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
|
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
|
team for feedbackMetadb 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 requestedMetadb 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
|
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
|
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
|
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
|
RUG, then - 2024 | May 2024 | Poppy Implementation for both FOLIO and Metadb Test | - FOLIO Production moves to
|
Poppy in |
February 2024 | Unknown | Voyager Schema for Metadb Test | - hosting team creates VGER schema and moves
|
to Poppy version of Folio AnalyticsReporting Team configures FOLIO Reporting App to run basic reports against Metadb TestReporting Team rewrites LDP queries for Metadb and updates dashboards to use Metadb queriesRevise Reporting Tips and Tricks pages to cover MetadbJune 2024 | Reporting App Rollout | - legacy system Voyager tables from LDP to Metadb
- reporting team tests tables in VGER schema on Metadb
|
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
|
- 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
|
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
|
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
|
June 2024 | September 2024 | 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
|
- 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
|
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
|
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
|
August 2024 |
July Metadb Production Rollout | FOLIO Production moves to Quesnalia | - impact of Quesnalia changes unknown
|
- 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
|
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 update 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 rolloverHosting Team
Documentation
- Revise tips and tricks for Metadb
...