(DRAFT) Metadb Rollout Plan

• 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 for feedback

• 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

• Reporting Team identifies most critical reports to transition from LDP to Metadb first and sets up query development schedule

Metadb Training Delivered

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

User Accounts for Metadb

• 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

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

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

• 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

• 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 Reporting Tips and Tricks pages in FOLIO Reporting web site to cover Metadb

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

• 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

• 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 

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