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Status
Complete
On Track
Caution



Instance/Data Source

Target Date

Actual Date

Dates

Stage

Activities

November-December 2023



  1. LDP Production DB with FOLIO Production data

  2. Metadb Test DB with FOLIO Test data






October 2023January 2024Test
test
and configuration for initial connections to reporting
db
database
  • 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
January 2024January 2024Announcement 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 2024February 2024

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 2024March 2024Voyager Schema for LDP
  • additional Voyager tables are added to LDP Production
January 2024February 2024Metadb
training
Internal Training developed
  • subset of reporting team creates training materials on Metadb to deliver to reporting users
  • Metadb training delivered to reporting
team for feedback
  • team 
January 2024March 2024Metadb 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
Critical Reports
January 2024February 2024Critical 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

Metadb Training Delivered

  • Metadb training delivered to FOLIO Reporting Users Group
  • Metadb training delivered to all CUL reporting users
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 tested
  • ,tested, and delivered
February 2024March 2024

Metadb Training Delivered

  • Metadb training delivered to FOLIO Reporting Users Group
  • Metadb training delivered to all CUL reporting users
February 2024May 2024
All reporting user accounts in Metadb Test created and distributed

Poppy Implementation for both FOLIO and Metadb Test

  • FOLIO Production moves to
Poppy in
  • Poppy 
February 2024
  • Metadb Test moves to 1.7 Poppy version of Folio Analytics derived tables

    • 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
    February 2024April 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



    1. LDP Production DB with FOLIO Production data

    2. Metadb Test DB with FOLIO Production data



    		March 2024May 2024Metadb 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
    - May 2024Poppy Implementation for both FOLIO and Metadb
  • Reporting Team rewrites LDP queries for Metadb and updates dashboards to use Metadb queries
    • 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
    		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 configures FOLIO Reporting App to run basic reports against Metadb Test
    • Reporting Team adds Reporting Tips and Tricks pages in FOLIO Reporting web site to cover Metadb
    June 2024May 2024

    Reporting App

    RolloutMetadb Production is created using Metadb

    Test

    as a template

    • Reporting Team
    tests queries and dashboards on Metadb Production
    • 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
    Reporting Users are trained in using Reporting App
    1. DB with FOLIO Production data

    2. Metadb Production DB with FOLIO Production data



    		July 2024
    		Metadb Production Rollout
    • Metadb Test reporting database
    becomes Metadb Production 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
    are using
    • use Metadb Production reporting database
    as data source
    August
    July 2024

    Reporting App Rollout

    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 
    September 2024LDP Production retired
    • LDP Production reporting database is decommissioned
    • Metadb Production and Metadb Test are the 2 reporting databases supported by Hosting Team
    • 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

    FOLIO Production moves to Quesnalia

    • impact of Quesnalia changes unknown
    1. Metadb Production DB with FOLIO Production data

    2. Metadb Test DB with FOLIO Production data
    		October 15, 2024

    LDP Production is retired

    • LDP Production is retired



    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

    ...