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Information Technologies

IT Project Status Information

15-May-09

Issue ID IT Owner Team Client Title Description2997 APM Information Technologies (IT) Take custody of production ER databases

5041 Business Office IT Software - Ordering, Purchasing & License Mgmt To create a business process to facilitate the ordering, purchasing (by use of University accounts or credit card) and

downloading of IT provided software to Faculty and Staff. The implementation of a system to keep track of software licenses

assigned to clients.4233 Client Service ITSM IV Advance UCIT process in SLM; Release, Incident and Problem, and Knowledge Management; and ITSM tools.4166 Client Service Information Technologies (IT) Requirement - Training ID's The instructional services (ITAS) team requires group or generic ID's in the training environments

4776 ER Research PHII - RA132 Access to Information on

Projects (Theme 2)

Investigate a method of providing information dissemination on Projects that are Institutional in nature.

4782 ER Research Services Research PHII - RA175 Payment Status of

Receivables

Investigate a method of flagging A/R invoices/billings in eFIN that have not yet been paid.

4785 ER Research Services Research PHII - RA146 Project Employee

Dashboard

Investigate a method of creating a dashboard in eFIN or PeopleSoft that displays a list of all employees on a project, including

details such as Funding Source, Salary Dollar Amount (actual spent YTD and encumbrances), Benefit Dollar Amount, Term of

Employment, Appointment Type (research assistant, student, etc) and Project Expiry Date.1075 FSR Financial Services USD GL Journals vs PC USD GL Journals vs PC3836 FSR Information Technologies (IT) Demo Project Costing/Time and Labour - interface A demonstration of project costing working in conjunction with time and labour.

4052 FSR Information Technologies (IT) Currency Decision for University Software Upgrades The University of Calgary does not have a well articulated policy to address software upgrades for business critical software.

4250 FSR Oracle 11g upgrade4282 FSR Research Services Expense Reports where sheet status says pending

(saved and not submitted) for > 1 year

There are a number of sheet statuses for Expense claims:

Saved (not submitted) = PND

Submitted= SUB

Approved (RFA or one up) = RAP

Pre Pay Audit (RFA or AP Staff) = APY

Staged for Payment = STG

Paid = PD

There are a number of stale expense claims whose status is "PND", which means that they were never submitted.

4288 FSR Financial Services Bolt-on combo edits extended to HCM module suite

and AP modules

This is an extension of a project that was requested by Finance. Bolt-on combo edits are already in place for Expenses, ePro

and GL (and Project costing and budgeting, by extension). It allows for historically time-dated entries to flow through to

completion, while simultaneously stopping the initiation of new entries that do not comply with combo edits.

4441 FSR Financial Services Extend bolt-on combo edits to include Activity CF

4523 FSR Financial Services Extend bolt-on combo edits to include Fund CF Extend the bolt-on combo edits, particularly as they pertain to Research Projects (ie: those coming in through PC) so that the

correct fund is always being coded at time of entry4666 FSR Financial Services Turn Receiving back on in SCM Turn Receiving on for materials purchased by the UofC.4752 FSR Bolt on (outside PS proper) combo edits for

Purchasing AP

Provided by the IT Project Office April 2009 of 12



15-May-09

Issue ID IT Owner Team Client Title Description4779 FSR Research PHII - RA133 & RA134 RA/HR/Workforce

Admin Co-ordination and Communication (Theme 2)

Investigate a method of improving co-ordination and communication between RA/HR and the Workforce Admin to better

facilitate payroll processes and resolve errors and problems.

4787 FSR Research PHII - RA109 Confidence in Financial

Statements (Theme 2)

Investigate a method of providing more information to Researchers regarding how Financial Statements are prepared and

calculated.4810 FSR Research PHII - RA130 Accurate Communication of

RA Procedures (Theme 2)

Investigate a method of accurately communicating RA processes and procedures to avoid significant downstream re-work.

4812 FSR Research PHII - RA150 - Project Initiation Education

and Communication (Theme 2)

Investigate a method of providing education and communication to Researchers on the procedures and policies of Project

initiation.4814 FSR Research PHII - RA151 and RA154 Education and

Communication of RFA Role (Theme 2)

Investigate a method of communicating and educating Researchers on the existence of the Research Funds Analyst and the

responsibilities of the role.

As well, investigate a method of providing a more efficient method of communicating with the RFAs.4816 FSR Research PHII - RA152 Clarifying Transaction

Information in eFIN (Theme 2)

Investigate a method of educating Researchers on how to read transaction details in eFIN and providing contact information

for queries related to those transactions.4818 FSR Research PHII - RA153 Education and

Communication of U of C and Agency Accounting

and Accountability Policies and Regulations (Theme

2)

Investigate a method of educating Researchers, Department Heads and Deans on how to find information regarding the

Accounting and Accountability policies and regulations of the U of C and Granting Agencies.

4853 FSR Business Operations Determine and assess interface APIs between

Archibus and PS4860 FSR Financial Services Creating overexpenditure controls for "Fund 0"

(blank? Funds) capital projects4861 FSR Financial Services Investigate technical ramifications of potential

change from Public Sector Accounting Principles to

Government Agency Accounting Principles4965 FSR Information Technologies (IT) Direct feed for Ship-to location

852 FSR Financial Services PS-BI (AR?) module data in ER-DW PS-BI (AR?) module data in ER-DW2028 FSR Information Technologies (IT) Develop and Implement a PeopleSoft Archival

Strategy

Define the Business Case and Solutions Concepts for implementing a PeopleSoft Archival Strategy

3218 FSR Business Operations Invoice Scanning and Workflow

Improvements/Document Management

Implement invoice scanning based on recommendations from P2P audit done by Xerox. Part of project iMagine.




15-May-09

Issue ID IT Owner Team Client Title Description3237 FSR Business Operations Encumbrances - Auto-close POs based in identified

criteria

Batch close process for PO's based on identified criteria.

EPM#1929 has been merged with EPM#3237

Purchasing Services wishes to receive enhanced functionality within PeopleSoft that will enable the batch closing of purchase

order encumbrances. Present process

Background Information:

2006/2007 - Purchasing Services closed over 17,000 purchase orders in 2006/2007 fiscal year

2007/2008 – As of Feb 29, 2008, Purchasing Services has closed over 2,846 PO line items.

Purchasing Services has identified another ______________ purchase order line items to be closed based on reports provide

by PeopleSoft Support and of which meet the following business rules.

Purchase Order Closing – Business RulesPurchasing Services is to have the ability to close Purchase Order that have

encumbrance values less than $250.00 and where purchase order creation date exceeds 6 month in term. This excludes

“amount only” generated Purchase Orders.Purchasing Services is to have the ability to close Purchase Order that have

encumbrance values less than $500 and where purchase order creation date exceeds 12 month in term. This excludes

“amount only” generated Purchase Orders.

Purchase Orders related to Research Services operations that exceed $250 in value shall be reviewed by the Buyer, Research 3243 FSR Business Operations Pcard Implementation Implement 'one' card for successful resondent to replace US Bank card program. Possibility to enhance program to replace

current PER process with payment card.

3511 FSR Faculty of Medicine Departmental Approval - Faculty of Medicine4102 FSR Business Operations Remove payment term access from AP Clerk Remove payment terms from voucher entry page for UC_SCAP_CLERK

Add access of payment terms within the voucher to UC_SCAP_COORDINATOR 4132 FSR Information Technologies (IT) HA Room possible problems

4133 FSR Information Technologies (IT) Reverse Proxy Server (RPS) not working well

4183 FSR Information Technologies (IT) Prioritized Needs list for HA room

4189 FSR Status of HSDEV24198 FSR Information Technologies (IT) Training for Upgrade Issues

4199 FSR Information Technologies (IT) Go/No Go decision for upgrade

4200 FSR Information Technologies (IT) Simplification of business processes included as

part of upgrade recommendations.4313 FSR Information Technologies (IT) Solution Upgrade Change Assistant challenges

caused by customized PS tables4409 FSR Research Services Research System Usage Issues - Phase II4427 FSR Financial Services Re-configure GL module to allow fund 10, Project

benefit allocations

Seed Funding is sometimes provided to promising research ventures either as a way to lure non-University researchers over

to the UofC or to "quick start" funding for existing researchers prior to granting agency funding. As such, it is non-fund 60, but

still requires processing through the Project Module, with the current proposal stating that it should be fund 10.




15-May-09

Issue ID IT Owner Team Client Title Description4489 FSR Financial Services Additional Bolt on Combo Edit required for Fund 70 Fund 70 must require a project.

4620 FSR Business Operations WesClean Punch Out/Direct Connect 4621 FSR Information Technologies (IT) Set up Module Demos with Oracle

4634 FSR Business Operations Wesco (electrical supplies) Direct Connect/ Punch

Out4645 FSR VAT/GST/PS Knowledge Transfer Ongoing knowledge transfer, not pre-determined end date, no anticipated changes to PS functionality.4673 FSR Information Technologies (IT) Investigate automated testing tools for PS Suites of

Modules

Automate!Test (its parent company, Newmerix), has declared bankruptcy and the UofC have been left without an alternative.

UCIT wants to be prepared to engage in "continuous upgrades". Some type of PS automated testing tool as essential for

continuous upgrades.

Preliminary investigation has identified five potential candidates. It is likely that more are available. The current five potential

alternatives already identified areHP Quick Test Professional (formerly Mercury)OpenDemand for Oracle PeopleSoftOracle's

Application Testing SuiteEmpirix eTestQuest Software (Foglight)

Each of the packages provides some/ most/ all of the functionality outlined in the "in scope" section of this document (to see

more information on each of the alternatives, please see the attached decision document.

4690 FSR Develop process for PO Change Request Cleanup Development of a process to cleanup/purge old Change Requests that are pending "one over approval" and where the PO is

no longer viable for changes (i.e. the Purchase Order has closed). Development of an escalation notification after a specified

time period for Change Request that are pending approval. If after said time the Change Request is still not approved it will be

purged from the Change Request list.

4738 FSR Research Services Modification of Expense Module email for funds

deposited notification

For email notifications generated for payments, ,odify payment notification table, found under enhancement project AP_I004

to include Research ProjectID(s) and its description, if a Project exists on an expense report.

4767 FSR Research Services Research PHII - RA176 Expenditure Budget Control Create actual $ budget on expenditures to control overexpenditures on Research Projects

4781 FSR Research PHII - RA138 GL Posting Notification

(Theme 4)

Investigate a method of notifying Workforce Admin when transactions are posted to their departments that they have not

authorized.4815 FSR Information Technologies (IT) Release Management between FSR and ER

4872 FSR Financial Services ARCTC VAT System setup and recovery As an independent charity organization, and separate organizational person from the University, The Arctic Institute is required

to report their own GST/HST collected, or recoverable. As a registered Charity for purposes of the Income Tax Act, they are

required to report GST/HST in the prescribed manner for a registered charity.

However, in PeopleSoft, GST is not mapping properly in the purchase module for the Arctic Institute.

5032 FSR Business Operations Create email alert to identify newly added ship to

codes and those that don't yet exist in xlat table

Create email alert to identify newly added ship to codes and those that don't yet exist in xlat table

1869 FSR Business Operations Return duplicate Expense reports, unprocessed

Expense reports for year-end

Return duplicate Expense reports, unprocessed Expense reports for year-end

3743 FSR Information Resources Disaster Recovery/SARP Development - PS4003 FSR Information Technologies (IT) Remove email update self serve function from "My

System Profile"




15-May-09

Issue ID IT Owner Team Client Title Description2689 GIS Library Library System Interface (DDS Invoice) currently have a backlog of DDS (interlibrary) invoices totaling that will take 1 FTE more than 2 months to complete. There is a

risk of lost revenue due to the age of these invoices. This is why we need software to interface and automatic customer file u

4581 GIS Ticket Centre UPass V1.04676 GIS Remedy - HR confidentiality request Determine what steps are required to modify, enhance or change the functoionality of Remedy such that confidential

information is accessible only to those that are authorized to see that information.4832 GIS Faculty of Medicine Faculty of Medicine Admissions System replacement Install new ZAP medical admissions application into the UCIT environment

4833 GIS Faculty of Medicine Faculty of Medicine custom applications

infrastructure move to UCIT

Move Med admissions custom applications to the UCIT infrastructure

4847 GIS Continuing Education Have Continuing Education use Remedy for Incident

Management

Continuing Education would like to use the UCIT Remedy system to manage their incidents

4866 GIS Residence Services Move StarRez database into MS SQL Cluster Move the StarRez database from the application server to the MS SQL Cluster4873 GIS Risk Management Continuity Tool Implement a business solution to enable Continuity Planning on campus.2826 GIS Campus Recreation Risk Management - Waiver Management -

Implementation

Risk Management Waiver Form

2829 GIS Environmental Health &

Safety

Working Alone Application - lmplementation

3515 GIS Centre for International

Students/Study Abroad

CISSA Program Administration System CISSA requires an application to administer applications and processes for a variety of study abroad programs including

student exchanges and group programs. Some programs are administered from CISSA, others are Faculty administered but

for which CISSA has some interaction/responsibility.

3928 GIS Information Technologies (IT) .NET Transition To transition a portfolio of .NET applications currently supported by Process Pathway to the GIS team.

4521 GIS Campus Recreation - Phase II1578 HCM Human Resources - Benefits Implementation of Retro Benefit Deduction Process An automated process to identify where retroactive benefit deductions may be required.

2085 HCM Human Resources - Benefits Benefit Review Redesign of system based on results of University Benefit Review. May result in implementation of Benefits Administration

module.2144 HCM Human Resources - Benefits Professional Expense Reimbursement Investigation is underway with Blue Cross to make the PER a benefit plan with claims administered through Blue Cross.

3327 HCM Human Resources - Payroll Business Payroll Survey Payroll currently uses queries on a monthly basis to fill out the Stats Can report. Payroll would like to use the vanilla

functionality to make reporting easier.3405 HCM Human Resources - Payroll Enchancement: Portal Pay Statement: Not Show

Reverse/Adjust

Include in v9.0 upgrade: Reverse/Adjusted paycheques are visible on the Portal Pay Statement, and prompt additional

questions to Payroll staff.

3441 HCM Human Resources - Payroll Pay Cycle Re-alignment - Planning Phase A project to investigate and re-align the pay cycles so all employees are paid semi-monthly in arrears.3592 HCM Human Resources - General Review and Optimization of Time and Labour Rules Project to review all T&L rules and fix fundamental programming errors made during implementation.

3729 HCM Human Resources - Payroll WCB Reports: Reconciliation and Annual Return Require WCB Reports developed for Payroll to Reconcile and Submit to WCB Annual Return3730 HCM Human Resources - Payroll View Same Paycheck as Employee (i.e. EE Self

Serve)

Include in v9.0 Upgrade: Payroll requests ability to view same Paycheck as the Employee without having to do it the vanilla

way.3825 HCM Human Resources -

Reporting

"Turn on" EPM for HRMS in a test or demo database HR Reporting would like to see the delivered PeopleSoft datamarts which are part of our license.

3916 HCM Human Resources - General Investigate Use of HCM Checklist Functionality A project to determine how to use the checklist functionality in HCM.




15-May-09

Issue ID IT Owner Team Client Title Description3922 HCM Human Resources - Payroll UCPYE023: Add Pay Fixer Alternative Solution Investigate possibility to use vanilla configuration to pay out Vacation pay Add Pays.4002 HCM Human Resources - General I Recognize U Application Support Transition of I Recognize U application support from Process Pathways to UCIT.

4020 HCM Information Technologies (IT) Develop a synchronization process for Employee’s

with multiple ID’s

Anybody who has mutiple IDs (ie. an Employee ID and a Student ID) may have their personal infomation out of sync between

their two IDs. Currently self service is available from both the student and the HR components. It is not apparent that when an

individual updates their address under one ID, that they are not automatically updating the other ID. This has caused a

few issues where the employee has updated their personal information under their Student ID but not their Employee ID

resulting in critical communications being sent to the wrong address.

There is currently a linking mechanism using the alternate ID field within the Employee record. An investigation is required to

determine whether we can build a process to automatically syncronize the personal information based on an update

from either ID.

4083 HCM Human Resources - Payroll UCPY_E024 Sessional Payline Update Modification Modifying Customization of Insert of Add Pays to Payline

4508 HCM Renewal of LDAP Roles Review the requirements for the LDAP roles that are generated nightly out of HSPRD. We would like to get the mapping of

HCM classes to LDAP roles to Portal access.4516 HCM Information Technologies (IT) Evaluate and renew the nightly GIS interface Review the requirements and format for the GIS extract file. Now that the dust has settled we would like to take another look

at this extraction and perhaps remove some of the old legacy conversion that happens to the data. We would also like to

document this process end to end to gain a better understanding of how the data is used

4608 HCM Human Resources - Payroll Load Combination Code from Finance into HRMS Investigate using Load ComboCode Table process that builds Finance combo codes in HRMS4609 HCM Human Resources - Payroll Recurring Part-time Hourly Require LOW Wage

Loss Plan PayGrp

Recurring Part-time employees should be moved to LOW Wage Loss Plan Paygroup

4610 HCM Human Resources - Payroll Report Enhancement: DEAR to reflect

Compensation Change

Additional Indicator on DEAR to reflect Compensation chang from previous Pay

1519 HCM Human Resources - Benefits Blue Cross Interface Interface data to Blue Cross via file, as opposed to current manual process of data entry into their system.

1853 HCM Human Resources - General Online Hire and Contract Letters for Academic

Sessionals

This project is to design an online process to create and approve contracts and enter hiring information for Academic

sessionals.1921 HCM Human Resources - General Benefit Functional Specs Benefit functional specs

2082 HCM Human Resources - Payroll Customization to Actuals Distribution Custom program to distribute deductions and taxes based on earnings code 2175 HCM Human Resources -

Recruitment

Implementation of Candidate Gateway (PS

Recruitment)

Implementation of the web-based recruitment module.

2250 HCM Human Resources - General Implementation of PS Enterprise Learning Implementation of pieces of the PS Enterprise Learning module.

2720 HCM Human Resources - Payroll Change to PAYGLO02A for HR Accounting Line

Validation

HR Acctng Line Validation SQL should move into PAYGLO02A so that updates are done automatically.

3098 HCM Human Resources - Payroll Enhancement: UCPY_E044RV - Update

PAY_CHECK

A change to the program so that when a retro-accounting is deleted, the original cheque also reflects this change.

3197 HCM Human Resources - Payroll HPRETDST - Need to Upload Actuals on

Deductions,Taxes Twice on Same Pay Period

Payroll needs to be able to upload retroactive actuals distribution for deduction, taxes multiple passes for same Pay End Date

3295 HCM Information Technologies (IT) Modications to Step Up Authentication - Dynamic

User Roles Page

Modications are requested to this custom page to allow for selection and deletion of multiple rows.




15-May-09

Issue ID IT Owner Team Client Title Description3339 HCM Human Resources -

Workforce Admin

New Page to house Academic specific data This project is to develop a new page to house academic-specific data which is not tracked elsewhere in PeopleSoft.

3620 HCM Human Resources - General HCM and FSR Department Process - develop

University process to enable department movement

within Faculty structure

A multi-phase, multi-functional project to review the use of departments, and the process for changing or reorganizing

departments across the university.

3701 HCM Information Technologies (IT) PM2 to PeopleSoft Interface A project to implement an interface from PM2 to Peoplesoft Time and Labour for purposes of transmitting exception time.

3837 HCM Information Technologies (IT) HCM Environment Refresh Scipts create HCM script(s) to be run when an environment is cloned from HSPRD (e.g. reset email addresses)

4065 HCM Human Resources - Payroll DDP Disaster Bank File Technical piece of issue 2246: Requirement to produce back-up DDP File in event of Disaster.4229 HCM Human Resources - Payroll Self Service Direct Deposit for Employees/Students As a secondary phase to opening up direct deposit for POIs i(ssue 3795), an evaluation should take place to opening up direct

deposit for self-service.

This will need to be a coordinated effort between HCM and Student. The business is requesting self service for employees as

well as for students POIs for scholarship payments.

Would like this in prior to next September for the large amount of scholarship payments.4353 HCM Graduate Studies Graduate Payroll Challenges Creation of a cross-functional team to review and propose solutions to the problems the Faculty of Graduate Studies is having

in administering student payment processes.4505 HCM Human Resources - General PeopleSoft HCM Upgrade to v9.0 A project to upgrade the PS HCM/Student system from v8.9 to v9.0. This issue ID refers to the HCM upgrade only.

4748 HCM Human Resources -

Workforce Admin

Human Resources Business Procedures Review A project to review HR business process/procedures as they related to Workforce Admin and Payroll.

2294 HCM Human Resources - General Human Resources Data Quality Improved data quality was identified as an overall priority for the institution. On a regular basis, there are ongoing projects and

issues addressing this priority. These individual efforts should be grouped under this project, so an overall picture of how

improvements are being addressed can be viewed.

3443 HCM Information Technologies (IT) IAM Phase 2 - Identity and Access Management

authorization workflow

A multi-phase project to streamline the PeopleSoft access and identity management process, particularly as it relates to HCM

and Finance.3954 HCM Information Technologies (IT) Legacy HR Solution - Support Staff Appointment

Information

Creation of pages in PeopleSoft to display Support Staff appointment information from the old data warehouse.

3955 HCM Information Technologies (IT) Legacy HR Solution: Academic Staff Appointment

Information

Creation of pages in PeopleSoft to display Academic Staff appointment information from the old data warehouse.

4015 HCM Information Technologies (IT) Legacy HR Solution: Pension Details Creation of pages in PeopleSoft to display pension information from the old data warehouse.

4017 HCM Information Technologies (IT) Legacy HR Solution: Payroll Register Creation of pages in PeopleSoft to display payroll register information from the old data warehouse.

4030 HCM Information Technologies (IT) Legacy HR Solution: RISE Detail Creation of pages in PeopleSoft to display RISE information from the old data warehouse.

4117 HCM Information Technologies (IT) Legacy HR Solution: Record of Employment Creation of pages in PeopleSoft to display Record of Employment information from the old data warehouse.

4118 HCM Information Technologies (IT) Legacy HR Solution: HR/Payroll Comments Creation of pages in PeopleSoft to display HR/Payroll Comments information from the old data warehouse.

4119 HCM Information Technologies (IT) Legacy HR Solution: Cheques Creation of pages in PeopleSoft to display Cheque information from the old data warehouse.




15-May-09

Issue ID IT Owner Team Client Title Description4237 HCM Information Technologies (IT) Legacy HR Solutions: Leave History for Academics Creation of pages in PeopleSoft to display Leave History for Academics from the old data warehouse.

4510 HCM PeopleTools Patch v8.49.15 - HCM project This project is to patch the HCM/Student PeopleTools from v8.49.06 to v8.49.15. 3517 IT Security Information Technologies (IT) Laptop Encryption Project Implement an encryption solution on University-owned laptops, starting with new and existing DTP laptops, then extending the

capability to laptops across campus. 5043 IT Security Information Technologies (IT) Approva - Software to audit segregation of duties

(BAS)

Approva automates the process of analyzing and monitoring segregation of duties controls within ERP and financial

applications.4656 Middleware Human Resources - General @ucalgary.ca email for all staff Provide an @ucalgary.ca email address to *all* staff of the University of Calgary.

- adjust onboarding process in HR to assign IT username as soon as the UCID is assigned (hopefully before the person starts

work)

- adjust mailing list population processes to use the official email address rather than the preferred address in Teleweb.

- build a feed of official addresses from LDAP to PeopleSoft

- automatically setup the user's eID as an email alias

4985 Network Services NS - Head End Switches Continue to consolidate and upgrade building head ends. Costs include reracking, UPS, some recabling, fiber optics for HSW

and distribution, small chassis switch, modules, fiber optics.

4989 Network Services NS - Wireless Continuous Operations Reorganize and distribute physical location of wireless controllers so that the failure of the MS building will not take the

wireless network offline. Will require 2 additional controller modules, and reorganization of the controller locations to create 3

wireless control nodes on campus. (Cost is list for the controllers only)

5008 Network Services NS - Wireless ESI Licenses We have managed to exchange and/or upgrade licensing on all but two of our controllers. These two controllers are currently

our spares but the move to increase our ability to survive a failure will require that we license these as well. The ESI license is

required for services such and Eduroam, AirUC Secure, or MyUofC CAS integration.5002 OPC Information Technologies (IT) Add UPS/PDU capacity to HA facility Purchase 80 kVA capable UPS/PDU for High Availibility machine room.

5004 OPC Data Center - Security Update front and rear doors to provide adequate physical access security5006 OPC Data Center - Rack Reconfiguration In oder to improve rack densities and provide reduced time to install. we are re3configuraing the racks and rows in the data

center. To accomplish this, we need to invest in some new racks and add structured cabling to these.5007 OPC OPC Monitoring Enhance our capability to monitor more systems and user application processes2615 Project Office Information Technologies (IT) UNITIS Integrated data repository for multiple instances of UNITIS

3516 Project Office Information Technologies (IT) Project Portfolio Management Tool The Project Portfolio Management Tool Project will enable IT staff, management, and their customers to manage the workflow

associated with, and track and report on the assignment, status and progress of work on IT initiatives to meet the needs of the

University of Calgary. 4570 Project Office Research Services Institutional Research Information System IRIS to streamline and automate the ethics compliance and certification of human ethics, animal care and bio-safety boards.

4981 PS-TA PeopleSoft Support PS - Increase Disk Capacity (Growth & Student/HR

Split)

PeopleSoft production, development and test environemts continue to require additional storage capacity to accommodate

their annual data growth rates.5040 SAM Information Technologies (IT) Empl ID's (UCID's) not in HCM module Users - typically Persons of Interest POI's) - have access to systems under ID numbers that are not in HCM module. They

have userclasses in LDAP.




15-May-09

Issue ID IT Owner Team Client Title Description1004 SAM Information Technologies (IT) IAM Phase 1 - HCM to Expense Security and Person

data syncronization

Automatically update Expense with "person data" (home address and banking information) and ePro module with "work access

information (email address, work phone) from HCM system so that Expense module knows where to deposit Approved

Expense Claim amounts and so that Purchasing Department have contact information for requisitioners if they need to follow

up on missing information in a specific requisition. HCM is considered the "parent" source for this data within the PS Suite of

systems

1046 SAM Information Technologies (IT) Develop Usage Audit for securID's Develop Usage Audit

3008 SAM Information Technologies (IT) IAM Request Application - End User Support PS Tier One to support common user questions at first point of contact for I-AM Request. Support for authorizers who are

notified through workflow to attend to requests for access.4929 SAM Privileged User Audit Using the report prepared by Oracle as a base to begin, define privileged roles, develop a process for the initial validation of

privileged IT users, and conduct the initial validation/attestation of privileged users in IT. Develop monthly reports for

Information Security Officer and Manager, Security and Accounts Management. 5025 SAM Unlock and unstep Training IDs When copying from production to the Training environment unlock and unstep Training IDs.4805 SIM Information Technologies (IT) Documentum Platform Environment Upgrade Upgrade the Documentum Platform to provide robust environments to support solution deployment and on-going operations.

4968 SSG Administrative Storage Consolidation5011 SSG Information Technologies (IT) VM Storage renewal (1) The CX (SAN) will not be supported by the vendor after October 2011. (2) Allow the growth to migrate another 10% of

servers to VM. (3) The storage is too big for TSM to provide adequate DR protection. We have to rely on Replication at the

storage level to protect our critical services running on VM.5023 SSG Server Replacement General server replacement funding.2855 Student Information Technologies (IT) Upgrade-Maintenance Packs

4264 Student Faculty of Medicine UME_Application Records Transfer to Student

Admin. System

UME admissions needs to be able to provide applicant data to Office of the Registrar for their reporting needs. Applicants

require UCIDs to be created (approximately 2000 applicants4290 Student Information Technologies (IT) New field in UCPT_ROLEUSER Create a process to improve our ability to set up new accounts and change account roles.

2784 Student Enrolment Services Alberta Provincial Application System Initiative

(APAS)2786 Student PeopleSoft Support Date Management System - Investigation There is a strong need to identify and maintain academic dates, ensuring that the infrastructure required to support a business

process is in sync with the business process dates. 2808 Student IT Portfolio Management System - Transition Finalization of Emerge project documentation to SharePoint environment.

Integration of SA into ERP Change Control process.

Project tracking in SharePoint.2812 Student Short-term support to ER team for reporting Short-term support to ER team required to provide reports until DataMarts and queries are fully developed.3012 Student Enrolment Services Transitioning the Responsibility of

Updating/Maintaining Configuration Tables to the

Business Owners

In the old world configuration tables were updated/maintained by the business owners. For go-live, PeopleSoft Support

updated the tables (simply due to the newness of the system) and this activity now needs to be transitioned back to the

Business Owners.3810 Student Enrolment Services SAFA_Upload External Award Data A mechanism to import large quantities of data into PeopleSoft Awards component/screens from external sources is required.

4231 Student Student Administration Vet Med Development work This issue captures all the development work required to have Vet Med included in the UGRD academic career4262 Student Enrolment Services Transcript - International Experience Notation

Required_Analysis Project

International exchange, group study, term abroad, co-op/internship and practicum work is inadequately or not at all noted on

transcripts.4318 Student Qatar UCQ_Student Attendance_Analysis Faculty, administration, and corporate sponsors at UCQ need to view, enter, update, and report on class attendance for

students enrolled in Nursing at UCQ




15-May-09

Issue ID IT Owner Team Client Title Description4364 Student Financial Services FS_Create Effective Communication Strategy for

Fees Owing and Deferral Fees - Analysis Project

The current communication strategy is ineffective. We have very little ability to change the notices within PeopleSoft.

4379 Student Enrolment Services SAFA_ Override field required for Bursary selections “Override” field from PeopleSoft Awards component missing. Impacts Bursary selections and ER.

4414 Student Schulich School of

Engineering

SCHULICH_Auto-populating Appl. Eval. Cover

Sheets

The evaluation cover sheet collects all admission data in a template for easy review.

4434 Student Undergrad Programs Office ES_Four Year Undergraduate Graduation

Guarantee - Implementation Project

Provide online systems as requested by the UPO and the OSS in support of the Four-Year Undergraduate Graduation

Guarantee Program at the UofC.4444 Student Information Technologies (IT) Upgrade HCM/Student to V9.0 - Campus Solutions

Implementation Project

A Business Case has been put forward for the upgrade of the Student and HCM PeopleSoft Systems to V9.0 on October 30,

2009.4593 Student Enterprise Reporting ER_Load Academic Org onto Academic Plan Table Many clients request reports by department and Grad Studies broken down by undergrad Department and this is not in the

DataWarehouse.4594 Student Graduate Studies FGS_Prorate General Fees for Graduate

Students_Analysis

Currently, Graduate Students are assessed their General fees once a year on their registration anniversary. This causes a lot

of manual adjustments to prorate the students’ general fees when they go on a Leave of Absence, when they withdrawal from

the program or when they complete their program during the registration year4751 Student Graduate Studies Donor Data Integration_Analysis Due to this Business Process transition to another campus unit, it is imperative that a technical solution be provided within the

current Student Centre for students to easily and electronically create a personalized “Thank You” letter. 4756 Student Graduate Studies FGS_On-Line Submission of Annual Progress

Reports_Analysis

We would like to develop a secure system that would allow Annual Progress Reports to be completed on-line and submitted

electronically, rather then having to manually collect and scan 3000+ reports to the student's file in EDMS. Once submitted, the

system would automatically update the checklist in PS to show it has been received. Also, we would like to develop a report

that would identify the names of all the students who have received an unsatisfactory overall rating.

4775 Student Schulich School of

Engineering

Identify Students Repeating Courses at

Registration_Analysis

Academic review: students who are repeating courses need to be identified early (at registration), rather than after grades are

submitted (i.e., after deferred exams). 4902 Student Financial Services FS_T2202A Modifications_Analysis Streamline the T2202A process and reduce redundant work. The current T2202A process does not meet all of the business

needs. It results in redundant work.4971 Student Enrolment Services Changes to the Undergrad Web Application

Process_Long-term Fix Analysis

1) Students apply for admission to undergraduate programs with a Fall intake by completing the on-line application for

admission by the deadline of April 1. They often pay the appropriate fee amount on-line. The data is uploaded to the Student

Administrative System creating the student file and appropriate processing is automatically initiated (e.g. email

correspondence, early admission consideration, requesting of appropriate letter/paper communication, payment processed

and recorded). Applications which need manual review are placed on alert list.

2) Change Default Document Deadline Dates on Student Centre

The deadline date feature in the new system has created additional manual work for staff.

The Student Centre does not reflect the approved document deadline dates: (a) April 15th for the Faculty of Education

applicants. Instead the deadline defaults to June 30th. (b) April 1 for off-shore international applicants. Instead the deadlines

of all applicants (including Canadian citizens and permanent residents) with international credentials defaults to April 1.

2818 Student Undergrad Programs Office Academic Review - Configuration for Additional

Faculties

Configuration of the system to accommodate the academic review requirements of remaining faculties is required.

3137 Student Enrolment Services Ad Astra Support for Ad Astra.4205 TAS Define standard messaging protocols




15-May-09

Issue ID IT Owner Team Client Title Description2998 TAS Information Technologies (IT) Peoplesoft Server Upgrades Ongoing upgrades of the Peoplesoft server environments to ensure dependable and secure delivery of services

2999 TAS Information Technologies (IT) Storage Array Upgrade Upgrade of storage system to improve capacity and performance in support of growth and usage of enterprise systems

3655 TAS Information Technologies (IT) HCM/Student Upgrade To Release 9 In the assessment phase, we will upgrade HSDMO2 to HR / Student version 8.9 MP9, HR Bundle #8 CS Bundle #5. A

HRDMO3 environment will be created for the assessment of HR / Student version 9.x MP4 which includes CS 9 Bundle

#6, HRMS 9 Bundle #4 and Tax Updated 08-A.

See "Peoplesoft - Document Library > 07. Upgrades > 06. HCM Student Upgrades > HRMS 8.9 To 9 Upgrade" for a current

project plan and upgrade strategy. 3788 TAS Information Technologies (IT) Stabilize the ERP Environment Refresh Scripts There are many development, test, UAT and training environments that have to be replicated from the FSCM

production environment and the HCM/Student production environment on an ongoing basis. We have a requirement to

stabilize and standardize these back replication scripts. 3789 TAS Information Technologies (IT) Operationalize the ERP Shutdown and Startup

procedures

Move the process of shutting down and starting up our ERP environments off to Operations.

3812 TAS Information Resources Update Startup / Shutdown Documentation /

CheckList3004 TBD Information Technologies (IT) Peoplesoft Application Training, Education Session

and User Groups

Provision of ongoing specialized training programs, education sessions user group support to business units to improve

adoption and use of enterprise systems

3009 TBD Information Technologies (IT) Integrated Release Management Improve our ability to effectively move solution delivery from design through to testing into delivery

3931 TBD HA Facility Upgrade Develop and implement a plan to expand the HA facility in the Admin building4811 TBD Research Services Research PHII - RA169 Targeted Training Administrative managers, aka department budget officers, may not be receiving the training they need.4939 TBD Exchange Migration • Active directory remediation (UCIT-Medicine)

• Provide suitable Exchange/AD architecture for the Unified Communications project

• Exchange Pilot I (VetMed, some HiiTeC staff) (May 31, 2009)

• BlackBerry Enterprise Server (May 31, 2009)

• Exchange Pilot II (Medicine (existing Exchange users), Senior Admin) (June 30, 2009)

• Phased rollout of Exchange to all Oracle Calendar users across campus (June 2010)

• Taking Oracle Calendar out of service (July 2010)

3989 WIS Information Technologies (IT) RSA Authentication Manager upgrade to 7.1 Upgrade RSA Authentication Manager from current version 6.1 to 7.1 to take advantage of significant new functionality

4135 WIS LDAP Technology Refresh Update LDAP to take advantage of new capabilities. Currently it is using several deprecated technologies.




15-May-09

Issue ID IT Owner Team Client Title Description4648 WIS Replace MQSeries with ActiveMQ At present MQSeries is used in a couple of scenarios:

- RPC from IDCore to Peoplesoft

- Asynch messaging from Application for Admission to Peoplesoft

MQSeries is running on obsolete hardware and is poorly understood.

Apache ActiveMQ is an open source product that provides similar functionality to MQSeries. It runs everywhere and conforms

to modern standards (e.g. JMS, STOMP). It provides a base for other "Enterprise Service Bus" technologies such as

ServiceMix.4927 WIS Information Technologies (IT) ASC - Storage Management Utility There are currently 7 servers being used to provide windows shares and a variety of groups involved in provisioning these

services It is planned to replace these 7 systems with 2 new NAS filers providing CIFS. It is hoped that a utility can be written

to reduce the manual effort involved in provisioning.


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