EPM 220: Cobra 5The ExperienceMay 18, 2011Presented byCraig Bowers
Agenda     Background     Planning     Conversion Process     Testing     Issues     Go Live     Lessons Learned   ...
Background3   5/22/2012   ©2011 Deltek, Inc. All Rights Reserved
BackgroundUnited Launch Alliance (ULA)   50-50 joint venture owned by     Lockheed Martin and The Boeing     Company     ...
Background Environment – Client/Server Mode     Production       2 application servers       2 database schemas       ...
Background     Applications       Open Plan integrated with Cobra 4.7 (prior to upgrade)     Users       220 with a ma...
Planning7   5/22/2012   ©2011 Deltek, Inc. All Rights Reserved
Planning     What business practicesprocesses can be changed?       Cost classes         Length increased from 2 charac...
ConversionPre-conversion processConversion processPost conversion process9   5/22/2012   ©2011 Deltek, Inc. All Rights Res...
Conversion      Pre-conversion process completed in a development environment        New database schemas for Cobra 5   ...
Conversion      Each development server now contains 2 instances of Open Plan and 2       instances of Cobra        Open...
Conversion      Conversion process        Run the Data Conversion Wizard          Set your data conversion password    ...
Conversion      Post conversion process        „Update Totals‟ to update values in explorer view        Update codes th...
Conversion      Post conversion process           Set „Windows Authentication‟ through Deltek EPM Security Administrator...
Conversion      Post conversion process        Setup roles in EPM Security Administrator          Cobra 4.7 set access ...
TestingStandard Recurring ProcessesNon-standard RecurringProcesses16   5/22/2012   ©2011 Deltek, Inc. All Rights Reserved
Testing      Standard Recurring Processes – All processes in the normal monthly cycle        Budget changes        Base...
IssuesIntegrationsTime-phased ReportBackup ancillary dataBatch processingPerformance18   5/22/2012   ©2011 Deltek, Inc. Al...
Issues      Integrations        Baseline integrations from Open Plan creating Work Package names with unprintable charac...
Issues      Batch processing        Validity Check – Cannot normalized forecast dates          You can only control opt...
Issues      Batch processing        Recalc by date range ignores dates          Defect #166818        Project Audit   ...
Go Live22   5/22/2012   ©2011 Deltek, Inc. All Rights Reserved
Go Live      Dual environments       Open Plan 3.3 integrated with Cobra 4.7 and Open Plan 3.3 integrated        with Co...
Lessons LearnedComprehensive testingThorough User AcceptanceTestingGo live24   5/22/2012   ©2011 Deltek, Inc. All Rights R...
Lessons Learned      Comprehensive testing of all processes including       customizations/extensions        Regular mon...
Questions?26   5/22/2012   ©2011 Deltek, Inc. All Rights Reserved
www.twitter.com/deltek           www.facebook.com/deltekinc           www.linkedin.com/company/163414           www.youtub...
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Deltek Insight 2011: Cobra 5 The Experience

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Deltek Insight 2011: Cobra 5 The Experience

  1. 1. EPM 220: Cobra 5The ExperienceMay 18, 2011Presented byCraig Bowers
  2. 2. Agenda  Background  Planning  Conversion Process  Testing  Issues  Go Live  Lessons Learned  Questions2 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  3. 3. Background3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  4. 4. BackgroundUnited 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 application structure between the two parent companies  Bringing processes into a ULA process4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  5. 5. Background Environment – Client/Server Mode  Production  2 application servers  2 database schemas Same database  Contract Data Requirements List (CDRL)  2 application servers  2 database schemas  Development  2 application servers  2 database schemas Same database  Training  1 application server  1 database schema5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  6. 6. Background  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 packages6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  7. 7. Planning7 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  8. 8. Planning  What business practicesprocesses 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  Impact8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  9. 9. ConversionPre-conversion processConversion processPost conversion process9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  10. 10. Conversion  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 5.010 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  11. 11. Conversion  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 SP211 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  12. 12. 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 hours12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  13. 13. Conversion  Post conversion process  „Update Totals‟ to update values in explorer view  Update codes that were not validated in Cobra 4.7  Validate = No13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  14. 14. Conversion  Post conversion process  Set „Windows Authentication‟ through Deltek EPM Security Administrator  ProductsCobraToolsAuthentication OptionsWindows Authentication14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  15. 15. Conversion  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 lengths15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  16. 16. TestingStandard Recurring ProcessesNon-standard RecurringProcesses16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  17. 17. Testing  Standard Recurring Processes – All processes in the normal monthly cycle  Budget changes  Baseline date changes Integration from Open Plan  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=Earned17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  18. 18. IssuesIntegrationsTime-phased ReportBackup ancillary dataBatch processingPerformance18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  19. 19. 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 attached19 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  20. 20. Issues  Batch processing  Validity Check – Cannot normalized forecast dates  You can only control options on the first screen20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  21. 21. Issues  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 5.121 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  22. 22. Go Live22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  23. 23. Go Live  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 process23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  24. 24. Lessons LearnedComprehensive testingThorough User AcceptanceTestingGo live24 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  25. 25. Lessons Learned  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 effort25 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  26. 26. Questions?26 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  27. 27. www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc27 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
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