deltek insight 2011: cobra 5 the experience
TRANSCRIPT
EPM 220: Cobra 5 The Experience
May 18, 2011
Presented byCraig Bowers
04/18/20232
Agenda
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Background
Planning
Conversion Process
Testing
Issues
Go Live
Lessons Learned
Questions
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Background
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Background
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United Launch Alliance (ULA) 50-50 joint venture owned by
Lockheed Martin and The Boeing Company Atlas V rockets Delta II and IV rockets
Different culture and applicationstructure between the two parentcompanies Bringing processes into a
ULA process
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Background
Environment – Client/Server Mode Production
2 application servers 2 database schemas
Contract Data Requirements List (CDRL) 2 application servers 2 database schemas
Development 2 application servers 2 database schemas
Training 1 application server 1 database schema
Same database
Same database
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Background
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Applications Open Plan integrated with Cobra 4.7 (prior to upgrade)
Users 220 with a max of 50 concurrent users
Projects Atlas - 400 Delta – 75
Contract value Over 2 billion in annual budget Over 8,700 total control accounts Over 57,000 total work packages
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Planning
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Planning
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What business practices\processes can be changed? Cost classes
Length increased from 2 characters to 20 Structures
Everything is now a breakdown
Test plan Program Planning and Control Analysts (PP&C), Administrators,
Management…Everyone’s involved!
Rollout plan How When Impact
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ConversionPre-conversion process
Conversion process
Post conversion process
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Conversion
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Pre-conversion process completed in a development environment New database schemas for Cobra 5
Same database as Cobra 4.7, different schema Install Cobra 5 SP2 into new schema Cobra.ini from Cobra 4.7 must exist on the server you are running the
conversion wizard on (typically in C:\WINDOWS) Custom reports, sorts, filters, batch reports, spreads, menu items, EV
terminology and application options cannot be converted Save information to recreate
Copied Open Plan environment into new schema to run in parallel with Cobra 5.0
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Conversion
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Each development server now contains 2 instances of Open Plan and 2 instances of Cobra Open Plan 3.3 used to integrate into Cobra 4.7
Open Plan 3.3 used to integrate into Cobra 5.0 Exact copy
Cobra 4.7 Cobra 5.0 SP2
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Conversion
Conversion process Run the Data Conversion Wizard
Set your data conversion password Set Source (4.7) and Target (5.0) database link properties Choose what to convert
All Data One or more selected projects One or more selected ancillary files Users Groups
Conversion time Atlas – 25 hours Delta – 6 hours
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Conversion
Post conversion process ‘Update Totals’ to update values in explorer view
Update codes that were not validated in Cobra 4.7 Validate = No
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Conversion
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Post conversion process Set ‘Windows Authentication’ through Deltek EPM Security Administrator
ProductsCobraToolsAuthentication OptionsWindows Authentication
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Conversion
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Post conversion process Setup roles in EPM Security Administrator
Cobra 4.7 set access via groups, Cobra 5.0 uses roles – can be time consuming without conversion
Terminology – customizable “Cost Account” now “Control Account” BCWS now Budget, BCWP now Earned, ACWP now Actuals
Update customizations/extensions touching the database New tables Column names Field lengths
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Testing
Standard Recurring Processes
Non-standard Recurring Processes
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Testing
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Standard Recurring Processes – All processes in the normal monthly cycle Budget changes Baseline date changes Status changes
Advance Calendar Calculate EV
Actuals Backups/Restores Reporting
Non-standard Recurring Processes – Processes run on a recurring basis, not monthly Recalcs – Rate updates Replans – Budget=Earned=Actuals, Budget=Earned
Integration from Open Plan
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IssuesIntegrations
Time-phased Report
Backup ancillary data
Batch processing
Performance
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Issues
Integrations Baseline integrations from Open Plan creating Work Package names with unprintable characters
Create cobra.process.cfg in the same folder as cobra.process.dll<Startup> SYS(987,.T.) </Startup>
Status integration redesigned Integrate by individual cost class one at a time, for each project
Enhancement request
Time-phased report issues Fails to complete with a data aggregation error
Database user needs to have create any procedure Fixed for some reports, not larger reports
Fixed in 5.1
Subtotals still showing when “Show Totals” is not checked Defect #156071
Backup only includes ancillary files attached to a project Defect #154811 – not fixed yet ULA work around – create “dummy” project(s) that have all ancillary files attached
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Issues
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Batch processing Validity Check – Cannot normalized forecast dates
You can only control options on the first screen
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Issues
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Batch processing Recalc by date range ignores dates
Defect #166818 Project Audit
Allow batching for mass log entries Enhancement for future release
Performance All standard processes in Cobra Indexes.sql rebuilt indexes incorrectly
Use of cost classes – Project Information (Defect #166865) Length Volume Fixed in 5.1
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Go Live
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Go Live
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Dual environments Open Plan 3.3 integrated with Cobra 4.7 and Open Plan 3.3 integrated
with Cobra 5.0 Dual inputs Complete monthly cycle in both environments Both environments must match at the end of each major process
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Lessons LearnedComprehensive testing
Thorough User Acceptance Testing
Go live
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Lessons Learned
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Comprehensive testing of all processes including customizations/extensions Regular monthly processes Non-monthly processes
Thorough User Acceptance Testing (UAT) What are the concerns and/or show stoppers
Go live with dual environments…not a good idea! Takes user discipline A lot of extra time and effort
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Questions?
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