ITS Research, Teaching & Administration

Official Winter 2013 Information Available in CRAS Data Set

The data in the M-Pathways CRAS data set and its associated CR01 BusinessObjects universe for Winter 2013 are official as of May 10, 2013. You may use the data as necessary and/or use the queries in the BusinessObjects UM-Maintained reports folder for reporting purposes.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online: http://its.umich.edu/help/request
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help

To: M-Pathways CRAS Data Set Users
cc: Student Administration Liaisons
Subject: Official Winter 2013 Information Available in CRAS Data Set
Date: May 10, 2013

Updated Project/Grant Financial Reports in M-Reports

To view the current financial status for your project/grants, access M-Reports on Wolverine Access wolverineaccess.umich.edu/reporting_secondary.jsp.

The navigation path is: Faculty & Staff > M-Reports. Once in M-Reports, click the appropriate tab(s), as follows, to view your reports:

-- If you are responsible for both sponsored research and non-sponsored projects, click the Research tab and toggle between the Sponsored P/G and UM-Funded/Gifts/Other P/Gs sub-tabs, as needed.
-- If you are responsible for only UM-Funded, Gift, or Other projects, click the Fin. Mgmt tab.

M-Reports provides:
-- Official balances, as of April 2013 business close.
-- Projected balances, recalculated daily to reflect recent activity and upcoming commitments (e.g., salary, financial aid, purchasing, departmental).
-- Links to underlying transaction details.

To: Principal Investigators and Project Administrators
From: U-M Financial Operations [its-inform@umich.edu]
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: May 7, 2013

April 2013 Business Closed

April business closed on Monday, May 6, 2013. The Financial data set and the associated BusinessObjects universes in the U-M Data Warehouse were refreshed early in the morning of Tuesday, May 7, 2013.

To run the monthly financial reports, see the applicable My LINC documents at:

-- 'Run and View the Financial Report Package Using the “SOA Reports by” Options'
-- 'Run and View the Financial Report Package in M-Pathways'

To learn about additional Statement of Activity report options, see the Alternatives to Printed Statements web page.

Update: FINODS was retired on April 22, 2013. You can run SOAs and other M-Pathways financial reports from the M-Pathways Financials & Physical Resources system (FINPROD). For details, see the FINODS Retirement web page.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

-- Submit a Service Request Online
-- 734-764-4357 (4-HELP)
-- 4HELP@umich.edu
-- its.umich.edu/help

_______

This message is sent monthly to the monthendclosenotification e-mail group. This is a joinable group, which means you can add or remove yourself from this group in MCommunity.

To: monthendclosenotification@umich.edu
From: ITS-Inform
Subject: April 2013 Business Closed
Date: May 7, 2013

CANCELLED May Financials, HRMS and Student Admin Unit Liaison Meeting

The May joint Financials, HRMS, and Student Administration unit liaison meeting has been cancelled due to a lack of topics.

As always, you can find out the dates of the upcoming unit liaison meetings as well as find recordings and materials from past meetings on the UL info center.

Complete Your U-M Access and Compliance Requirement Now

Effective June 3, 2013, all U-M faculty and staff who access Wolverine Access administrative systems are required to electronically sign the online Access and Compliance form annually. This is new for faculty and instructors with access to Faculty Business, and this was previously a one-time step for most other systems. The form requires individuals to agree to abide by the state and federal laws and U-M policies that apply to the proper use of data.

To ensure a smooth transition on June 3, we ask that you proactively sign your Access and Compliance form now:

1. Visit https://wolverineaccess.umich.edu.
2. Select the Faculty & Staff tab.
3. On the University Business menu, click Access & Compliance (fifth link from the bottom).
4. Log in with your uniqname and UMICH (level 1) password.
5. Select the “I understand and agree” checkbox.
6. Click Submit.

From: ITS-inform@umich.edu
To: Users of Wolverine Access Administrative Systems
cc: Financial, Student Administration, and Human Resource Management System Unit Liaisons
Subject: Complete Your U-M Access and Compliance Requirement Now

Changes to Refresh Schedule for Student Recruiting and Admissions Data Set (SA02)

In response to customer requests, starting May 6, the Student Recruiting and Admissions data set (SA02) in the U-M Data Warehouse will be refreshed daily Sunday through Friday. Currently, this data set is refreshed weekly. The refresh will start at 9PM and is expected to complete in 1.5 hours (longer during peak application deadline dates).

To prepare for the change, review any scheduled reports to ensure the scheduled time is not during the daily refresh window. If your process currently includes comparing data week-over-week, starting May 6, changes to reports will now be day-over-day due to the nightly refresh.

Please review the Refresh Information: U-M Data Warehouse Data Sets for further information on refresh schedules. (Note: the new refresh schedule for Student Recruiting and Admissions Data Set (SA02) will not appear until May 6.)

To: Student Recruiting and Admissions Data Set users
Subject: Changes to Refresh Schedule for Student Recruiting and Admissions Data Set (SA02)
Date: April 19, 2013

Changes to Refresh Schedule for Human Resource Data Set (HR01)

In response to customer requests, starting May 6, the Human Resources data set (HR01) in the U-M Data Warehouse will be refreshed daily, Sunday through Friday. Currently, this data set is refreshed weekly. The refresh will start at 8 p.m. and is expected to take approximately 2 hours.

Please review the Refresh Information: U-M Data Warehouse Data Sets for further information on refresh schedules. (Note: the new refresh schedule for Human Resource Data Set (HR01) will not appear until May 6.)

To: Human Resources Data Set users
Subject: Changes to Refresh Schedule for Human Resource Data Set (HR01)
Date: April 19, 2013

Unofficial Information Available in CRAS Data Set

The data in the CRAS data set and its associated CR01 BusinessObjects universe for Winter 2013 was loaded on March 14, 2013. The Office of Budget and Planning is performing a series of data checks and adjustments that may significantly change this preliminary data. It is strongly suggested you NOT consider the data "official" until notified. You will be notified via email when the CRAS data are official.

To: M-Pathways CRAS Data Set Users
cc: Student Administration Liaisons
Subject: Unofficial Information Available in CRAS Data Set
Date: April 15, 2013

Get Ready for Changes to M-Pathways Student Administration and Human Resource Management Systems

The M-Pathways Student Administration and Human Resource Management System (SA/HRMS) will be unavailable from 5 p.m. Thursday, May 30, through 7 a.m. Monday, June 3, 2013. This includes Employee Self-Service, Faculty Business, Student Business, Manager Desktop, and Time Approval.

A more detailed description of how this may impact you as well as ongoing updates on the database split project and the HEODS retirement are available at: http://www.mais.umich.edu/hrms/hrsa-db-split.

System Changes

The service interruption will enable ITS to implement several changes:

-- Splitting the M-Pathways SA/HRMS database into two systems. There will be separate Student Administration and Human Resources Management systems.
-- Retiring the HEODS reporting environment at 7 a.m. Monday, June 3, and moving reports into the applicable M-Pathways production environments.
-- The online Access and Compliance form must be completed annually effective June 3, 2013. Previously, this was a one-time step when you first gained access to M-Pathways. If your Access and Compliance consent was completed more than a year ago, you will receive another email to request that you renew your consent prior to June 3, 2013.

Impacts Effective June 3, 2013

-- If your Access and Compliance consent is expired, you will need to re-attest before you can access the SA or HRMS systems.
-- You will use the SA system for student-related activities and the HRMS system for human resources-related activities.
-- You will run former HEODS reports and queries in the respective SA or HRMS production environments.

Note: The Financials Operational Data Store (FINODS) will also be retired April 22, 2013. For more information, visit: http://www.mais.umich.edu/fin/finods-retirement.html.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online
-- 734-764-4357 (4-HELP)
-- 4HELP@umich.edu
-- its.umich.edu/help

To: M-Pathways Student Administration and Human Resource Management Users
cc: Student Administration and HRMS Unit Liaisons
Subject: Get Ready for Changes to M-Pathways Student Administration and Human Resource Management Systems
Date: April 10, 2013

Prepare for Changes to M-Pathways Financial & Physical Resources System

The M-Pathways Financial & Physical Resources System (FINPROD) will be unavailable from noon Saturday, April 20, through 6 a.m. Monday, April 22, 2013. This will allow ITS to implement technology upgrades to FINPROD and discontinue the Financial Operational Data Store (FINODS) reporting environment.

Note: The FINPROD service interruption is shorter than originally communicated to some audiences.

During the service interruption, Cash Receipt Tickets and HSIP will be unavailable. FINODS will be available to view or report on data, although the data will be current only through Friday, April 19. The Financial data sets in the U-M Data Warehouse also will be available for reporting during the outage.

A more detailed description of how this may impact you is available at: http://www.mais.umich.edu/fin/finods-retirement.html.

Changes Effective April 22, 2013

After FINODS is discontinued, FINODS users will need to change procedures as described in the list below, Users who currently run reports and PS Queries from M-Pathways Financial & Physical Resources System (FINPROD) will not need to change their procedures.

-- Financial, Space Management, nVision reports, and public PS Queries from FINODS are available in the M-Pathways Financial & Physical Resources System.
-- If you currently run reports and PS Queries from FINODS, there is a slight navigation change in Wolverine Access. On the Faculty & Staff tab under University Business, select M-Pathways Financial & Physical Resources System.
-- FINODS Run Control IDs are not transferred to the M-Pathways Financial & Physical Resources System. You may need to re-establish Run Control IDs in the M-Pathways Financial & Physical Resources System.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

-- Submit a Service Request Online
-- 734-764-4357 (4-HELP)
-- 4HELP@umich.edu
-- its.umich.edu/help

To: M-Pathways Financial & Physical Resources System Users
cc: Financial Unit Liaisons
From: ITS Inform
Subject: Prepare for Changes to M-Pathways Financial & Physical Resources System
Date: April 9, 2013

Updated Project/Grant Financial Reports in M-Reports

To view the current financial status for your project/grants, access M-Reports on Wolverine Access http://wolverineaccess.umich.edu/.

The navigation path is: Faculty & Staff > M-Reports. Once in M-Reports, click the appropriate tab(s), as follows, to view your reports:

M-Reports provides:
-- Official balances, as of March 2013 business close.
-- Projected balances, recalculated daily to reflect recent activity and upcoming commitments (e.g., salary, financial aid, purchasing, departmental).
-- Links to underlying transaction details.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help

To: Principal Investigators and Project Administrators
From: U-M Financial Operations [its-inform@umich.edu]
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: April 5, 2013

March 2013 Business Closed

March business closed on Thursday, April 4, 2013. FINODS, the Financial data set and the associated BusinessObjects universes in the U-M Data Warehouse were refreshed on Friday, April 5, 2013.

To run the monthly financial reports from FINODS, see the applicable My LINC documents at:

To learn about additional Statement of Activity report options, see the Alternatives to Printed Statements web page.

Update: FINODS will be retired on April 22, 2103. As of that date you can run SOAs and other M-Pathways financial reports from the M-Pathways Financials & Physical Resources system (FINPROD). For details, see the FINODS Retirement web page.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

_______
This message is sent monthly to the monthendclosenotification e-mail group. This is a joinable group, which means you can add or remove yourself from this group in MCommunity.

To: monthendclosenotification
From: ITS Inform
Subject: March 2013 Business Closed
Date: April 5, 2013

Cancelled - March FIN, HRMS, & Student Unit Liaison Meeting

The March joint Financials, HRMS, and Student Administration unit liaison meeting has been cancelled due to a lack of topics. The next meeting is scheduled for May.

As always, you can find out the dates of the upcoming unit liaison meetings as well as find recordings and materials from past meetings on the UL info center.

Upcoming Webinar on Student Refunding Changes

You are invited to a webinar that will review the business process changes arising from student refunds being transitioned to the Accounts Payable Office on April 1, 2013.

Webinar on Student Refunding Changes Effective April 1, 2013: Tuesday, March 26, 2-2:45 p.m. This webinar will be of interest to staff who process Financial Aid disbursements and those who help students understand their Financial Aid packages. With Brian Robson (ITS) and members of the Student Refund Project Team. Register in My LINC

The webinar will cover:

how the Student Account is the primary source of refund payment information
Non-Resident Alien tax processing
emergency refund processing

Note:
The webinar will be recorded and made available in MyLINC for those who are unable to join the live webinar. As a result of the process changes, staff who process Financial Aid disbursements should visit www.mais.umich.edu/student/faforms.html for updated copies of the following documents:

Distribution of Aid Disbursements Policy
Disbursement Overrides
Emergency Aid Disbursements
Special Handling Disbursements
2012-2013 Aid Disbursement Calendar (no date changes)

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

To: M-Pathways Users Who Enter and Monitor Financial Aid Awards
From: ITS-inform@umich.edu
Subject: Upcoming Webinar on Student Refunding Changes
Date: 3/14/2013

Update to BusinessObjects Web Intelligence (WebI)

On Sunday, March 10, ITS completed an update to the current version of BusinessObjects Web Intelligence (WebI). The update addresses a Java issue that only impacts WebI Full Access users who open reports in Edit mode. Those who use View mode to run BusinessObjects reports should not notice any changes.

Edit mode displays when you create a new query or right-click a report title and select Modify. The Java Report Panel opens.
View mode displays when you double-click the report title.

BusinessObjects WebI and Java
The previous version of BusinessObjects WebI worked with Java 6 but not Java 7 (JRE 1.7). As of last month, Java 6 is no longer supported by the vendor.

The updated version of BusinessObjects works with Java 7—for Windows users. Unfortunately, this new version does not work with Java 7 on a Macintosh. ITS has requested that the Business Objects vendor add support for Java 7 for Macintosh users as soon as possible. In the meantime, there is a workaround (see below).

Workaround for Mac Users
Instead of the Java Report Panel, Mac users can use the Query-HTML or Interactive panel. Query-HTML has somewhat less functionality than the JRP, but it should meet the needs of most users. This step-by-step procedure describes how to access Query-HTML.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

To: U-M Data Warehouse BusinessObjects Users and ITS Unit Liaisons
From: ITS-Inform
Subject: Update to BusinessObjects Web Intelligence (WebI)
Date: March 11, 2013