[447] in Tooltime
help tools meeting notes 10/28
daemon@ATHENA.MIT.EDU (Steven Wade Neiterman)
Tue Oct 28 16:19:17 1997
Date: Tue, 28 Oct 1997 16:23:16 -0500
To: tooltime@MIT.EDU
From: Steven Wade Neiterman <wade@MIT.EDU>
Note from 10/28 meeting (Barbara, Debi, Wade)
- Updated project plan (see below)
- Noted that final date for development is end of day Monday
November 10, 1997.
- Cut-over from Filemaker to Oracle to begin after 5:00 pm on
Friday, November 14, 1997. Probably completed over the weekend and
production available on Monday morning November 17, 1997.
- Web/Oracle application is in good shape. May be some missing fields
that need to be added. Development priority will shift to completing
the email/oracle application with possible "live" testing before the
November rollout date.
- Discussion on possible items for phase 2. There was consensus that
greater support for consulting functions will be included.
- David Ho and Peter Ragone will begin work on the Scopus GUI changes,
making the six identified changes (see below) on the test
database. Weekly (Friday afternoon) status reports will be sent
out to show progress. David will also help coordinate the
completion of the Scopus Windows NT installer.
- Consultant accounts seem to be in good shape. Debi and wade will
re-load the Filemaker data by 10/30 with data fixes.
---------------------------------------------------------------------
The critical path items to manage are:
- Set final date for development changes (NOTE: timeline leaves little time
for development, therefore, need to identify showstoppers versus items
that can be changed for a future release)
- Testing, testing, testing: Specifically the Scopus GUI and with
regards to the Filemaker legacy data import. Goal is to ensure
continuity of business.
- Identification of resources to ensure transition to Service and
committment of Delivery resources to ensure a phase 2 release.
---------------------------------------------------------------------
HELP TOOLS RELEASE 1.1 WORKPLAN
TOOLS
Web/Oracle
Complete application as follows:
First priority is:
- Need further check on consulting access, don't allow legacy people to
gain access (as currently is the case). New view should resolve.
- Ensure https is restarted on reboot
- Change
Rest of proposed changes:
- "modified by" username needs to be filled in via the web
- Submit record should have "client" as received by attribute.
- Change search "within 60 days" to between "30 and 60". ??
- Add "MIT Computing Help Desk" with appropriate mail address to the
consultant reply to customer mail function.
- Change result screen working "Only first 100 records will be shown".
to "Showing first xx matching entries".
- Main screen: Change "Client:" to "Client Last Name:".
- Sorting on log status, sort in descending order by MIT_WEIGHT
- Change default sort order by (descending) log status weight and
then log number on the "Staff" side?
- Revise format of the email sent to the customer.
- Change "Notify customer via email" to "Send customer new entry via
email" or "Send customer new case history" depending what happens.
- Make this checkbox only appear if we know the customer's email
address?
- Search on other stati, including "taker" field
Testing, specifically, Web and Scopus interaction
Status: Open
Assigned: Ragone
Target: 10/29 (may slip, Scopus GUI changes higher priority)
Testing, specifically, previously completed items
Status: Open
Assigned: Fuchs
Target: 10/27
Scopus GUI:
Complete GUI changes as follows (priority is shown):
1. Add new Find Open scripts per category (see debi's mail)
2. Add Next Step field
3. Modify Find Open script to handle frozen date (do not show
Frozen logs in result window with a date greater than today.
4. Bug fix: on required field error, status reverts to New
5. Bug check: switching between main log and network screen, old
data shows on network screen when selecting new main log.
6. Change label from "Thaw" to "Close on Thaw"
Status: Working
Assigned: Ho/Ragone
Target: 10/31
Testing, specifically gap analysis between Filemaker and Scopus
Status: Open
Assigned: Ragone (time is issue, may not be completed)
Target: 10/27
Email/Oracle
Review, complete and migrate to production:
- Minor changes include not hardcoding the login password
acknowledgement message.
- Install on production machine, revise syslog
- Need acknowldegement message on "reply logid"
- Need customized acknowldegement message on new message
- Needs testing
- Review history to not have fixed upper limit
- Add code to handle bounced mail
Status: Open
Assigned: Wade
Target: 11/07
SYSTEM:
Database
Add missing database fields:
Next Step field.
Status: Completed
Assigned: Wade
Target: 10/21
Create cron process to modify Frozen logs based on Frozen date
and status of Thaw code:
Status: Open
Assigned: Wade
Target: 11/07
Create new view "legacy_users" to not display legacy users.
Status: Open
Assigned: Wade
Target: 10/30
Export test help-them database to production help-it database
Status: First attempt completed
Assigned: Wade
Target: 10/22
Data updates:
Update lookup/code tables as follows:
Add "Web" to Method, add "Unseen" to Status,
remove "Referred" from status, add "Projects" and "CWIS"
to Category, remove "Waiting" from status.
Status: Completed 10/20
Account table maintenance:
Review, modify and create new accounts:
Add "client" to profile and users table.
Drop those accounts where people do not need to login.
Move old consultants to status of Legacy
Add new users
Add Legacy users
Status: Completed 10/20
Alter the password for existing accounts
Status: Open
Assigned: Debi
Target: 10/27
Overall testing:
Perform business, stress and data testing
Status: Open
Assigned: Computing Help Desk
Target: 10/22
ROLLOUT:
Filemaker/Oracle Conversion:
Complete first pass and load of data
Status: Completed 10/21
Complete second pass and load of data
Need upper case for complete second pass and load of data
Status: Open
Assigned: Debi/Wade
Target: 10/30
Complete FINAL load of data
Status: Open
Assigned: Debi/Wade
Target: 11/14
Scopus deployment:
Install Scopus NT on machines as needed:
Status: Open
Assigned: Smyser/Ho
Target: 10/22
Scopus Training:
Ensure consultants are ready
Status: Open
Assigned: Allen/Smyser/Ragone/Fuchs
Target: Two training sessions planned, 10/31
Solicit appropriate feedback
Check with DCS/Sampson for issues
Status: Open
Assigned: Fuchs/Goguen
Target: 10/17
---------------------------------------------------------------------
HELP TOOLS RELEASE 1.2 ??
Solaris Scopus GUI needs to work with ANO
Web/Oracle - send consultant mail when customer updates log
Add private comments field
Review design to look at records that exceed limit on result query
