These activities will be the template for the Production cutover plan - so please update with any activities that are required for the Sandbox and Production migrations.

Add the following tasks:

  1. Steps to Add/Deleting roles:
    1. SIS Team: Update Spreadsheet (master design listing of roles and assigned users)
    2. SIS Team: Add the SIS Role
    3. SIS Team: Add to or Delete from the SIS custom tables.
    4. Synch to Workday:
      1. Security Admin to Update WD Role and assign users
      2. Diane and J: Update the appropriate BP condition rules
      3. If deleting in production - ensure there are not any in-flight processes and coordinate timing of updates.
    5. Karen: Run Roles by Module Boomi process to add to WD
    6. If adding new Data Stewards:
      1. Update Spreadsheet
      2. Update Security Groups
  2. Audit the security group members assigned the group in the tenant match the spreadsheet.  See ITSRBA-213, ITSRBA-210, ITSRBA-209, ITSRBA-208
    1. Can we add these to prod before the Sandbox migration?
    2. UVA to identify missing backups and add them to spreadsheet - and notify Michael to add to UVA11.
  3. Schedule the Boomi processes to run daily at 1pm (after smoke test).  Assign to Vinny.  (what is the production schedule?)
  4. Update the SIS and FERPA Training links for SBX/Prod.  ITSRBA-215
  5. See below for update to Boomi ISU password requirements
IDTaskAssigned ToStatusStart DateDue DateNotes
1Update WD Extend Domain: Add Implementers - in UVA11LitaoCompleteMonday, December 13Monday, December 13

dependent on impl account

Security Request (securityRequest_drlmkt)

Litao added Implementers to the "Workday Extend" security domain in UVA11. Alternatively, this can be adding users to the "WD_XTND_SG" security group for Production.

Kelli - can we do this in Prod before our next migration to SBX?


Add All User to "WQL for Extend" security domainLitao/KelliComplete


1Create SIS & Data Steward Security Groups in ProdKelli/VenkatCompleteASAPFriday, November 19, 2021
1Refresh UVA11 from ProductionTeresa & KelliCompleteMonday, December 6, 2021Sunday, December 5, 2021
1.1Provide access to UVA11Kelli/VenkatCompleteMonday, December 6, 2021Monday, December 6, 2021Kelli working with Chris and Stewart re: NetBadge for SSO.
1.1Task: Manage Extend Apps with Model Components. LitaoCompleteMonday, December 6, 2021Monday, December 6, 2021dependent on impl account
1.1Add assignees to SIS & Data Steward Security Groups in UVA11MichaelCompleteMonday, December 6, 2021Friday, December 17, 2021

MN - loaded with EIB 12/8/21.  This EIB will alao work to assign users in Prod.

Kelli has added the security groups to Prod (and therefore copied into UVA11).  

1.1Update WD Extend Domain: Add Implementers - in UVA11MichaelCompleteMonday, December 6, 2021

dependent on impl account

Done 12/13/21


Add SIS and Data Steward groups to Personal Data Other IDs domain, view onlyMichael/KelliComplete


1.1Promote Extend Application to UVA11LitaoCompleteThursday, December 9, 2021Thursday, December 9, 2021

Dependent on UVA7 access.

Update url links in scripts (linkRoute.script).

1.2Calculated fieldsLitaoCompleteMonday, December 13, 2021Friday, December 17, 2021

Used OX to migrate.  

Litao: There were a couple of calculated fields the pages use. Perhaps next migration this line will be assigned to Extend team.

1.2Condition rules (BP step conditions)Michael/Matt (with Diane and J)CompleteMonday, December 13, 2021Friday, December 17, 2021

Used OX to migrate the full BP.  Worked through Ref IDs and various other sync issues with Diane, Jay and Matt 12/13/21.  

Who will do the BP Admin updates in Prod?  Teresa will check with Syed (it will not be Michael and Matt).

1.2Documents for Doc Distribution stepsMichael/Matt (with Diane and J)CompleteMonday, December 13, 2021Friday, December 17, 2021

** Note, the documents came over with the BP successfully but we need to remember to update the FERPA course WD link in the document distribution instructions relative to the target tenant. 


Used OX to migrate the full BP.  Worked through Ref IDs and various other sync issues with Diane, Jay and Matt 12/13/21.  

1.2To-Do'sMichael/Matt (with Diane and J)CompleteMonday, December 13, 2021Friday, December 17, 2021Used OX to migrate the full BP.  Worked through Ref IDs and various other sync issues with Diane, Jay and Matt 12/13/21.  
1.2NotificationsMichael/Matt (with Diane and J)CompleteMonday, December 13, 2021Friday, December 17, 2021Used OX to migrate the full BP.  Worked through Ref IDs and various other sync issues with Diane, Jay and Matt 12/13/21.  
1.2Custom TasksSimon and CoryCompleteMonday, December 13, 2021Friday, December 17, 2021

Create Client Credential Mapping in UVA11LitauComplete

Depedencies - ISU is available

Important for Boomi connection to WD.

2Smoke Test ConfigMichael/MattCompleteMonday, December 13, 2021Friday, December 17, 2021I ran a full request for Hattie Agee with 7 requested roles across all modules and then added an 8th by a reviewer.  No errors, routed through 46 steps and 19 review or approval proxy.
2Smoke Test ExtendLitaoCompleteMonday, December 13, 2021Friday, December 17, 2021

Identify who will update the BPs in Prod.TeresaComplete

Diane, J, Michael, Matt - will be granted BP Admin temporarily. Syed and team want to be involved and understand.

Will set up a working session so Syed and team can participate - need to coordinate sessions with Syed.

3Setup ISU for Boomi in UVA11Sri/KelliCompleteMonday, December 13, 2021Friday, December 17, 2021

Ensure the Boomi ISU password ‘change pw next login’ is unchecked.  This is a lesson learned from UVA11 migration - Boomi team was notable to successfully run the Add/Remove Roles RaaS report until this was unchecked.

3Setup ISU for Orchestration in UVA11Kelli/VenkatCompleteMonday, December 13, 2021

3Setup External Client Cred StoreKelli/VenkatCompleteMonday, December 13, 2021
Depends on ISU for Orchestration
4Custom Dashboards (Admin Requests and My Requests)Extend TBDCompleteMonday, December 13, 2021Friday, December 17, 2021

Dependent on Custom Tasks.

Ensure it is set to 'Required' for SIS Reviewers.


Migrate Boomi Integrations and SIS updates to QA and point to UVA11Karen/VinnieCompleteMonday, December 13, 2021

Not dependent on any Extend or Config migration.
Boomi/SIS will stay in QA and will point to future tenants.
MTP - will migrate to Prod

Boomi integrations have been moved to QA - Karen and Vinnie to attend office hours to complete.

12/15 - Pending - Add Removals smoke testing


Validate Boomi integrations and SIS updates in QAKaren/VinnieCompleteMonday, December 13, 2021
Dependent on Boomi ISU , RAAS Report Access

Add the SIS details to the Announcements pageKelliComplete
Friday, December 17, 2021Entered in UVA11 and Production, though is currently hidden in production. 

Apply permissions and Users to Disposition Lists - in UVA11Kelli/MichaelCompleteThursday, December 16, 2021Friday, December 17, 2021

Security groups are in Prod (and copied).

Michael added the people to the groups.


Update Security Group Reference ids in UVA11.MichaelComplete

Confirm for SBX/Prod - this should be fine, but include in validation to confirm. 

Already complete in Production (UVA11 and Prod are in sync).   

4Migrate Reports to UVA11SriCompleteMonday, December 13, 2021Friday, December 17, 2021
4Confirm Report Ownership to Boomi ISUSriCompleteMonday, December 13, 2021Friday, December 17, 2021Dependent on ISU for Boomi

Identify Proxy ListTeresaComplete

Send list of testers that should be able to Proxy to Kelli.
6Regression Test in UVA11Extend TBDCompleteMonday, December 20, 2021Tuesday, January 11, 2022

Use One Day Deployment Guide


1.2Verify/Update Proxy and Security for SIS TeamKelli/VenkatCompleteMonday, December 13, 2021Friday, December 17, 2021Updated all I was aware of, which would include the current team. 
1.4Confirm Regression Test complete - Ready for UVA ValidationLeslieComplete

12/16 - Litao and Michael confirmed smoke testing success.  REady for UVA Validation.
7UVA to ValidateTeresaCompleteMonday, December 20, 2021Tuesday, January 11, 2022Identify what is needed - will need an exemption due to ABO migration timing.

Update Security Group Reference ids in Prod (to match UVA11)Kelli/VenkatCompleteJanuary 3
Can we do this in Production before cutover?  That would save cutover steps.  Need to send Kelli/Venkat the list of Ref ID updates. 







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