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.
| ID | Task | Assigned To | DIS Status | UBI Status | Start Date | Due Date | Notes |
|---|---|---|---|---|---|---|---|
| Identify Proxy List | Teresa | Complete | Send list of testers that should be able to Proxy in SBX (for Regression test) to Kelli. | ||||
| 1 | Update WD Extend Domain: Add Implementers - in Production | Litao | Complete - already have Prod Access. | dependent on impl account Security Request (securityRequest_drlmkt) Litao to add Implementers to the "Workday Extend" security domain in UVA3. 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? | |||
| 1.1 | Add All User to "WQL for Extend" security domain | Litao/Kelli | Complete - already have Prod Access. | ||||
| 1.1 | Create Data Steward Security Groups in Prod | Kelli/Matt | Complete | Complete | March 21 | April 1 | Could begin earlier if testing signoff is before 3/21. 75 new DIS security groups - so want to be sure before creating in Prod. UBI has 3 new groups. |
| Create Role Assignee EIB (Document Imaging) | Matt | Complete | n/a | March 22 | April 1 | contingent on data steward security groups in prod | |
| 1.1 | Promote Extend Application to Production/SBX | Litao | Complete | Thursday, March 24 | Update url links in scripts (linkRoute.script). | ||
| Update Security Group Reference ids in Production. | Kelli/Matt | Complete | Complete | March 21 | April 1 | Confirm for SBX/Prod 4/4 update - configured in Production before the Sandbox refresh | |
| Add Data Steward groups to Personal Data Other IDs domain, view only - PROD | Matt/Kelli | Complete | Complete | March 21 | April 1 | Needed to see Computing ID. | |
| 1.2 | Kelli to update segmented security. | Kelli | Complete | Complete | March 21 | April 1 | A new segmented group to give users the ability to view the bp details about UBI or DI only. |
| 1.1 | Provide access to Production/SBX | Kelli/Venkat | Complete - already have Prod Access. | Matt and Litao confirmed prod access on 3/8 | |||
| Apply permissions and Users to Disposition Lists - in Production/SBX | Kelli/Matt | Complete | Complete | March 28 | April 1 | Dependent on Security Group activities above. Prioritize the UBI Training, UBI Admin | |
| 1.1 | Add assignees to Data Steward Security Groups in Production/SBX (via EIB) | Matt | Complete | Complete | March 28 | April 1 | Dependent on Creation of Security groups and the Reference IDs. Kelli to add to prod before SBX refresh. Could begin earlier. This can be loaded via EIB. Matt to create EIB. |
| 1.2 | Documents for Doc Distribution steps | Not Needed | n/a | n/a | March 21 | March 25 | Needed for UBI (not needed for Document Imaging) The BP needs this (a prereq for the bp) |
| 1.2 | Custom Tasks | Bo (UBI) and Litao (DI) | Complete | Complete | March 28 | April 1 | Do only in SBX and only do in Production when going live |
| 3 | Setup ISU for Orchestration in Production/SBX | Kelli | Complete | Complete | March 28 | April 1 | ISU Name - same as SIS (adding to some domains) |
| 3 | Setup External Client Cred Store | Kelli | Complete | Complete | March 28 | April 1 | Depends on ISU for Orchestration (some new setup) |
| 4 | Custom Dashboards (Admin Requests and My Requests) in SBX | Kelli/Matt | Complete | Complete | March 28 | April 1 | Dependent on Custom Tasks. Create the tab for users, create worklet for users. Kelli will set in Prod and hide. |
| 4 | Migrate Report to Production | Sri & Litao | Complete | Complete | March 28 | April 1 | |
| Migrate Role Request Changes Report and setup daily report schedule | Litao | Complete | Complete | March 28 | April 1 | ||
| 4 | Confirm Report Ownership to ISU | Sri & Litao | Complete | Complete | March 28 | April 1 | |
| Add Roles to Production | Bo - UBI Litao - DI | Complete | Complete | March 28 | April 1 | Litao will schedule office hours to complete this. | |
| 1.2 | Calculated fields | Litao: DI Bo: UBI | Complete | Complete | March 28 | April 1 | After groups are created. Will use OX and should take approx an hour. |
| 1.2 | Condition rules (BP step conditions) | Matt: DI Diane and J: UBI | Complete | Complete | March 28 | April 1 | After groups are created |
| 2 | Smoke Test Config in SBX | Matt | Complete | Complete | April 4 | April 8 | |
| 2 | Smoke Test Extend in SBX | Litao | Complete | Complete | April 4 | April 8 | |
| Make the Custom Dashboards avail in SBX | Kelli | Complete | Complete | April 4 | |||
| 4 | Verify/Update Proxy and Security for UBI/DI Teams | Kelli | Complete | Complete | April 4 | ||
| 5 | Unhide the UBI/DIS details to the Announcements page in SBX | Kelli | Complete | Complete | April 4 | ||
| 5 | Confirm Smoke Test complete - Ready for UVA Validation | Litao & Matt | Complete | Complete | April 5 | Litao and Matt to notify: Rachel (DIS), Teresa/Diane (UBI) and cc: team | |
| 5 | Regression Test in SBX | UBI: Scott DI: Rachel | Complete | Complete | Tues, April 5 | Wed, April 6 | Identify what is needed - will need an exemption due to ABO migration timing. |
| UBI & DI: Send Test transaction in Prod | Team | Removed | Removed | Wed April 6 | During team call on Go-live | ||
| Validate UBI & DI Website links are valid (if applicable) | Kelli | Complete | Complete | Wed April 6 | |||
| 6 | DI: Configure Custom Task and Dashboard in Production | Kelli/Matt | Complete | n/a | Sunday, April 10 | Kelli and Matt to write down the steps:
| |
| 6 | DI: Activate Announcements with instructions on Updating your Desktop. | Kelli | Complete | n/a | Monday, April 11 | ||
| DI: Send Test transaction (during 9am checkin) | Rachel | Complete | n/a | Monday, April 11 | Terry to Approve. Additional testing with Brian at noon ET. | ||
| 6 | Project Team Check-in | Teresa/Leslie | Complete | n/a | Monday, April 11 | Schedule check-in at 9am ET. (team call) | |
| 6 | Announce DI App is live | Teresa | Complete | n/a | Monday, April 11 | Wait until the Disposition call at noon ET. | |
| DI: Post Announcement on ITS Website & UBI Community | Teresa/ Claire Rachel | Complete | n/a | Monday, April 11 | Monday, April 11 | Announcement includes the Data Stewards | |
| e-Sharp closes for new DI requests | Teresa | Complete | n/a | Monday, April 11 | New requests will not be allowed after 5pm. In Progress requests will complete in e-Sharp. Note: In flight requests will remain in e-Sharp until they are completed. Teresa to notify Ce to shut off new requests in DIS on 4/11 and UBI on 4/18. | ||
| Rachel send email to Stakeholders on go-live day | Rachel | Complete | n/a | Monday, April 11 | |||
| 6 | UBI: Configure Custom Task and Dashboard in Production | Kelli/Matt | n/a | Complete | Sunday, April 17 | Kelli and Matt to write down the steps:
| |
| 6 | UBI: Activate Announcements with instructions on Updating your Desktop. | Kelli | n/a | Complete | Monday, April 18 | ||
| UBI: Send Test transaction (during 9am checkin) | Scott | n/a | Complete | Monday, April 18 | Matt will confirm the UBI policy for Initiate includes BP Admin. Scott will ask a member of his team to join and enter the request (which he can approve). | ||
| 6 | Project Team Check-in | Teresa/Leslie | n/a | Complete | Monday, April 18 | Schedule check-in at 9am ET. (team call) | |
| 6 | Announce UBI App is live | Teresa | n/a | In Progress | Monday, April 18 | Vanessa to Confirm | |
| UBI: Post Announcement on Services page | Teresa/ Janet | n/a | Complete | Monday, April 18 | https://virginia.service-now.com/its/?id=itsweb_kb_article&sys_id=ddfd4ee0db655494d6655595ce96195d | ||
| e-Sharp closes for new UBI requests at 5pm | Teresa/ Ce | n/a | Not Started | Monday, April 18 | Rachel and Scott to run e-Sharp reports to monitor active requests (assume active is 2022 only). New requests will not be allowed after 5pm. In Progress requests will complete in e-Sharp. | ||