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Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.
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Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

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Page 1: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Dana C. VossManager, Decision Support Services, UIS

University Information Technology ServicesINDIANA UNIVERSITY

May 2003

Copyright Dana C. Voss, 2003. This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

Page 2: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Technical Implementation of Indiana University’s enterprise web reporting environment & demo History Accomplishments Challenges

Business Perspective How we did it Lessons Learned

Page 3: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Technical Implementation of Indiana University’s enterprise web reporting environment & demo History Accomplishments Challenges

Business Perspective How we did it Lessons Learned

Page 4: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Public University 8 Campuses

10,565 Appointed Staff members

4,745 Faculty members97,000 enrolled students in Fall 2001-2002

Page 5: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

PeopleSoft Student & HR

Financial Information SystemsLibrary

Electronic Records Management

TimeKeepingMaintenance Management System

Page 6: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

What do All These Applications Have in Common????

Page 7: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

20 years of mainframe reporting: Information Center in Focus

1995-2000: Financial Data in Sybase 2000: moved to Oracle

Today:

Student Admissions (PeopleSoft) Human Resources (PeopleSoft) Library, Financial Data, etc.

Upcoming (2003-2004): PeopleSoft Student Financials, Student Records, Financial Aid, Academic Advising

500GB 1000+ data structures

3-5 TB

Page 8: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

1,100 Users (Consumers) 100 programmers (Providers)

What was wrong: too confusing Requires Focus programming skills to

write reports Users want one place to go to get data &

reports Users don’t want to choose their own

tools Departments don’t typically have

resources to build their own reporting applications

Page 9: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Data Warehouse Infrastructure

Reporting Environment

Page 10: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

20 years of mainframe reporting: Information Center in Focus 1995-2000: Financial Data in Sybase 2000: moved to Oracle & AIX

2002: purchased ETL tool (Informatica)

Today: Student Admissions (PeopleSoft) Human Resources (PeopleSoft) Library, Financial Data, etc.

Upcoming (2003-2004): PeopleSoft Student Financials, Student Records, Financial Aid, Academic Advising

500GB 1000+ data structures

3-5 TB

Page 11: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Simple application interfaces

One place to go to get data & reports

Don’t want to choose their own tools

Departments don’t typically have resources to build their own reporting applications

Page 12: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Ad-hoc InquiriesDept-al

Reporting(Crystal,

MS/Access)

Complex,Operational Reporting

(SQR)

AnalysisAnalysis

Analyze business within and across departments

Analysts, Dept. Heads, Decision Makers

Ad-hoc QueryAd-hoc Query

Specific or one-time queries/reports

Anyone

Designed by Brian D. Voss

Managed ReportingManaged Reporting(IUIE)

Reports to support daily business/operational needs

Functional Support Staff

Page 13: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Indiana University Information Environmenthttps://onestart.iu.edu/iuie

Web based reporting application Provides point and click interface for functional users Delivery of Enterprise-Wide Operational Data and Reports User interface for the Data Warehouse

In production since November 2000 Work on enhancements continues today Developed in Uniface & Perl CGI initially Conversion to J2EE completed in April, 2003

Page 14: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

3500 Users – requests for new accounts come in daily

1300+ Report Objects (RO) as of May 2003 750+ requests for ROs per day 325+ users log in a day Supports:

Object & Row-level security (at the database level)

Scheduling

Page 15: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.
Page 16: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

We believe IUIE satisfies 70-80% of the end–user needs for reporting However, the reporting tool, SQR requires

programming skills, significant learning curve Handful of programmers write reports and publish them

in IUIE

Analysis needs are not met

Ad-hoc reporting needs are not met Power Users use Crystal Reports, Access, Excel, and

other tools

Page 17: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Business Intelligenc

e Tool

Ad-hoc InquiriesDept-al

Reporting(Crystal,

MS/Access)

Complex,Operational Reporting

(SQR)

AnalysisAnalysis

Analyze business within and across departments

Analysts, Dept. Heads, Decision Makers

Ad-hoc QueryAd-hoc Query

Specific or one-time queries/reports

Anyone

Designed by Brian D. Voss

Managed ReportingManaged Reporting(IUIE)

Reports to support daily business/operational needs

Functional Support Staff

Page 18: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Easier to learn than SQR – doesn’t necessarily require programming skills

Easier to build reports Can augment or replace SQR for building

enterprise wide reports Analysis made easy Dashboards for the decision makers Centrally supported Ad-hoc reporting tool

Page 19: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Technical Implementation of Indiana University’s enterprise web reporting environment & demo History Accomplishments Challenges

Business Perspective How we did it Lessons Learned

Page 20: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Business/Functional users are oftentimes too busy working on the ERP implementation to turn their attention to reporting specifications

Day 1 – Users want access to the Data and they want the data and reports to be PERFECT!

In some cases many new requirements or requests for changes to the reporting environment come in AFTER the implementation

Page 21: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Implementation date: 1995 FMS developers worked and continue to work

very closely with core users Financial Data Retrieval System (FDRS)

https://fdrs.fms.indiana.edu/fdrs/converted to IUIE

445 ROs, approx. 2500 Users

Page 22: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Implementation date: Nov. 2000 (Phase 1) Oct. 2001 Row-Level security (Phase 2)

Jan. 2000 – inventory of existing Focus reports Several meetings with functional users Data structure creation - Central IT team at UITS 95% of reports created by UITS 1 week before go-live date – training in IUIE content Significant paradigm switch for the end users

IE Admissions User Groups formed in early 2003

456 ROs, approx. 1000 users

Page 23: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Implementation date: December 2002 Sept. 2001 – inventory of existing Focus reports Several meetings with functional users from main offices Data structure creation - Central IT team at UITS 95% of reports created by Functional Users Limited training in IUIE content (Payroll) End users more mature (overlap with Financial Data) Today:

Payroll – less involved in the implementation phase, actively writing reports today

Academic – very involved in the implementation HR & Benefits – less involved, but doing ok

617 ROs, approx. 600 users (only Central Offices)

Page 24: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Implementation date: January 2005 Committees:

IUIE Implementation Team SIS Steering Committee SIS Executive Committee

Using PeopleSoft RDS running on Informatica Inventory finalized

  Legacy ReportsNewDW tbl’s

NewIncrementals

FrozenFiles Total

SF 455 225 10 5 244 484

SR + AA 466 104 26 63 195 388

FA 461 175 10 5 190 380

Total 1382 504 46 73 629 1252

Page 25: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

Technical Data Warehouse

ETL Tool is key Data model – depends on data warehouse size, reporting

requirements, hardware resources Reporting Solution

Build vs. Buy – depends on the problem addressed, the level of skill within institution, and the availability of packaged solutions

Business End User involvement is key Identify and understand the data elements that are needed for

reporting Identify Report Writers Provide adequate training to the Report Writers Metadata is important! Training in the data content is essential

Page 26: Dana C. Voss Manager, Decision Support Services, UIS University Information Technology Services INDIANA UNIVERSITY May 2003 Copyright Dana C. Voss, 2003.

INDIANA UNIVERSITY

Dana C. Voss

[email protected]