Munis Upgrade & Testing Plan

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Agenda

• Munis Upgrade and Data Migration• Functionality• Install and Testing Time Line

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Munis Upgrade and Data Migration

• New Server– Upgraded hardware

• Upgrade of Munis from 7.4 to version 8.2– Server– Client

• Data Migration– IBM Informix to Microsoft SQL Server

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Functionality – Setup for Future

• Web based interface• Workflow – approvals, notifications, tasks• Reporting services• Reporting integration with Excel (power pivot)• Outlook integration• Content Management• Employee Central

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Install and Testing Timeline

• August 1– Upgrade and Database Migration

• August 2 – 5– Client Installs– Report Updates

• August 8 – September 9– User Testing and Comments

• September 12 – 30– Review Comments and Cutover Planning

• October 7– Go Live

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Install and Testing Timeline

Mon. 9-12 thru Fri. 9-30Review commentsCutover planning

Thur. 10-6Lock Munis Database

Fri. 10-7Go Live

Mon. 8-1Upgrade and

Migration

Tues. 8-2 thru Fri. 8-5

Client InstallsReport Upgrade

Mon. 8-8 thru Fri. 9-9User Testing

Testing Feedback

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Install and Testing Timeline (cont.)

• Install and Upgrade– Monday August 1st – Tyler owns install and upgrade– Will not affect Munis Users at all

• Client Installs– Tuesday August 2nd thru Friday August 5th – Chad and Rich will do installs at users computers– Should take about 5-10 minutes per user– Users will have two Munis icons (new one is

different color)

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Install and Testing Timeline (cont.)

• Testing– Monday August 8th thru Friday September 9th – Scenario based testing– All users will be involved in testing– Any issues or questions will be documented and

reviewed

• Scenarios– Payroll – Account Receivable– Accounts Payable– Credit Card Import

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Install and Testing Timeline (cont.)

• Payroll – Sara Burt, Darlene McKie, Donna Gillis, Tracy

Vitetta, Lauri Wilson, Jessica Greco, Belinda Kornegay, Linda Snell, Ken Tucker, Gary Cook, Dave Palmer, Gary Guy, Tom McKie, Meredith Redcross

• Account Receivable– Justin Gregaydis, Deb Waite, Eileen Iannone, Nelli

Kalogridis, Kathy Romand, Margie Harvey• Accounts Payable

– Ken Tucker• Credit Card Processing

– Justin Gregaydis, Donna Gillis, Kathy Romand

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Install and Testing Timeline (cont.)

• Issue/Comment Review – Monday September 12th thru Friday September 30th – Review and resolve any user comments or issues

• Cutover Planning– Ensure everyone is on same page with go live plan

• Go Live– Thursday October 6th - Lock Munis– Friday October 7th - Migrate Munis and Go Live

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Thank You• Where to find this

– http://portal1.cdta.org/IT/Presentations/Munis%20Upgrade/

• Resources– Munis Upgrade and Testing

• Has full detailed plan for testing– Munis Release Notes 8.0 and 8.1– Munis Release Notes 8.2– Munis Release Notes 8.3

• Questions or Comments