Step Update Set Name / Import / Export

1 STRY0003311 Bobst#1

2 STRY0002502 Bobst#2

3 STRY0002529 Bobst#3

2 STRY0002507 Clinton#2

5 STRY0002510 Bobst#5

6 STRY0002551 BOBST#6

7 STRY0002535 BOBST#7

8 STRY0003408 Bobst#8

1 STRY0002533 Clinton#1

3 STRY0002572 Clinton#3

4 STRY0002512 Clinton#4

5 STRY0003171 Clinton#5

6 STRY0002514 Clinton#7
 7 STRY0003555 Clinton #8

8 STRY0002566 Clinton#9

9 STRY0002528 Clinton#10

10 STRY0002505 Clinton#11
11 STRY0002506 Clinton#12
12 STRY0002555 Clinton#13

13 STRY0002537 Clinton#14
14 Company Coding

15 STRY0006068 Richard

16 STRY0003430 Richard

17 STRY0003397 Richard
18 ReqLoader (DO NOT USE)

19 ReqLoader #2

20 STRY0002490 Clinton

1 STRY0002564 Cooper#2
2 STRY0002526 Cooper#3

3 STRY0002561 Cooper#4
4 STRY0002560 Cooper#5
5 STRY0002525 Cooper#6
6 STRY0002562 Cooper#7
7 STRY0003565 Cooper#8
8 STRY0003559 Cooper#9
9 STRY0002492 Cooper#14
10 STRY0003551 Cooper#10
11 STRY0002546 Cooper#11
12 STRY0002565 Cooper#12
13 STRY0002504 Cooper#13

14 STRY0002550 Cooper#15

15 STRY0002573 Cooper#16
16 STRY0002491 Cooper#17
17 STRY0003193 Cooper#18
18 STRY0002522 Cooper#19
19 03.31.15.JMC.Cost Savings Manager
20 STRY0002548 - Cooper
21 STRY0002497 - Cooper
22 STRY0002495 - Cooper
23 Cooper Workflows

24 Non Update Sets

25 Groups table
26 Users to Groups table
27 roles to groups
28 User Roles
29 Stockrooms
30 Homepages /CMS pages
1 Sprint1 Thrasher #1

2 Sprint 2 Thrasher #2
3 STRY0004338 Thrasher #3

4 Sprint 2 Thrasher #3
5 Sprint 3 Thrasher #4

6 STRY0002545 - Gross/Thrasher/Clinton
 Estimated Time
Contents/Notes (In Minutes)
54 Updates
Catalog Fields for ReqLoader - Required for all ReqLoader update sets 1
7 Updates
Identify Remote Devices 1
6 Updates
Capture "Project Number" and "Activity ID" on Asset Records 1
Add a Fixed Asset ID field on the Financial Tab Contains 2 updates
1
13 Updates
Asset Purpose field 1
35 Updates
Mandatory fields based on Asset Purpose selection 1
2 Updates
Make cost center a reference field 1
120 Updates
PPLSFT CAT01 Inventory feed - Required for STRY0004338 Thrasher #3 1
County Field
Add a field called "County" to the location table 1
Contains 3 Updates

Installed field
When the asset is first moved to "In Use", populate the Installed field and lock it down. 1
Contains 3 updates

Make Serial Number and Asset Tag mandatory for Computer class Assets
Contains 3 updates 1

Match "Originally Assigned To" field from Asset to CI Ensure that Originally Assigned To 2
field is on the Asset record, and synchronizes to the associated CI appropriately
Contains 8 updates

Add IMEI field for Mobile enabled devices (Phones and Computers)

Add in a Field titled IMEI on the Asset record. If IMEI field is populated expose a field
called Provider. This should be a drop down
4
AT&T
Verizon

Added 'Part of Plan' flag and it will make Provider Mandatory if checked.

If model category is Mobile and IMEI exists - then Ownership field for "Company Owned"
or "Payroll Deducted"
Contains 17 updates
Stockroom sub location
2
Need to be able to select Rack and Shelf location for the CAT36 Stockroom.

When an Asset is placed "In Stock" for this location make these fields mandatory.
Cotains 9 updates

Expected Refresh date

2
Managing hardware end of life (asset refresh cycles) Calculate 2 years from Warranty end
date into refresh date field.
Contains 10 updates

Add Regulatory Tab on the CI

Add a Regulatory Tab on HW CI Type's. Create table with the below values and
associated descriptions. to capture any applicable values for the CI. Check Boxes with
descriptions 5
SAS
PCI "Payment Card Industry"
HIPPA
DOD
ITAR
CNGC
OHRC
IRS Contains 32 updates
Asset Reconciliation for Laptop and desktops Contains 2 updates 1
Asset MIA report Contains 5 updates 1

Identify vendor's for "TERO" ***Must be applied after

Michaels PS FIN Vendor Integration Story 1
Contains 4 updates
Fixed Assets Attribute Report Contains 6 updates 1
Datasource / Transform map for spreadsheet upload of company fields used by reqLoader 3
Contains 23 updates

Asset Detail feed/view ***Must be applied 5

before Michaels Integration (update set has no prerequisites and may be installed ahead
of all other update sets) Contains 32 updates

Peoplesoft Database view for Inventory ***Must be applied 5

before Michaels Integration (update set has no prerequisites and may be installed ahead
of all other update sets) Contains 46 updates

Peoplesoft Vendor View ***Must be applied 5

before Michaels Integration (update set has no prerequisites and may be installed ahead
of all other update sets) Contains 37 updates
First ReqLoader update set ***Must be installed 5
before the next two update sets Contains 56 updates

Second update set for ReqLoader work ***Must

be installed after ReqLoader(DO NOT USE) and before STRY0002490 Clinton 1
Contains 2 updates

ReqLoader Finishing Story ***Must be installed

after the previous 2 reqLoader stories 5
contains 39 updates
Termed User email actions- 6 updates 5
Add POS CMDB - associated Asset Hardware, and fields. Add NonTamper table, related
link to POS Cis - 45 updates
10
Automatic removal of software entitlements - 1 update 5
Check for Duplicates before adding Asset License Entitlements - 2 updates 5
Enable My Assets on the Portal - 7 updates 5
Hide Contract Renewal default value and hide - 3 updates 5
Software License Available rights - 4 updates 5
Hide Delete button and capability - 4 updates 5
Basic Asset hardware inventory import - Servers, Network - 51 updates 5
RMA and RMA Vendor Fields added to Asset Form - 7 updates 5
Active Assets in Inactive Location Scheduled Report - 5 updates 5
Contract Expiration Events/Notifications - 10 updates 5
Edit Catalog Request for Asset Data Captured and Update the Asset Record - 163 updates
15
Business Rule, map Assigned to on Asset to Originally Assigned to on CI. - 11 updates
5
Access for SAM role = 7 updates 5
Load Client HW Assets (Transform Maps) - 22 updates 5
Contract Renewal Catalog Item - 31 updates 10
Asset updates via Request Management Process - 1 update 5
Update set for Cost Savings Manager - 107 updates 10
Add reminder to Change form to update CI. - 8 updates 5
Desktop Software License import - 22 updates 5
AV Equipment License import - 33 updates 5
Final push of touched workflows into a new update set - apply last. - 101 updates
10
0
Export groups created/updated during the engagement 4
Export additions to the new groups 4
Export Additions during the engagement 4
Export additions based on new groups 4
Export stockroom table 4
Export to Update set any new Homepages/CMS pages that were developed during the
engagement
5
131 Total Customer Updates
Contains work from Sprint one week one
No kown dependencies on other update sets
No data needs to be exported

STRY0002536: Peoplesoft Vendor Upload

-Created two new data sources with two transform maps to vendor and vendor contacts
-Uploaded data from spreadsheet to Vendor and Vendor Contact tables. Will reimport
spreadsheet

STRY0004338: CMDB Mobile Category

-Added new fields to the Mobile/Tablet CI Table
-Added new model/model category mapping

STRY0002540: ATT Mobile Import

-Created a new importer table
-Created new import role
5
STRY0002541: Verizon Mobile Import
-Created a new importer table
-Created new import role

STRY0002530: Build Cost Center

-Edited transform map for 'CN_PS_HR_USER_MAP' to build Cost Centers when the user
import runs

145 Total Customer Updates

Contains work from Sprint two week one
No known dependencies on other update sets
Two excel sheets uploaded. These will be uploaded manually again

STRY0002540: ATT Mobile Import

-Uploaded 'expandedwirelessinventoryrep Excel File. This will be manually uploaded
again to preserve the data source it creates and the importer tables created in the first
update set will depend on these tables existing. This is a manual step outside of the
update set

STRY0003378: Peoplesoft User feed 10

-Edited data source to bring in user information
-Created transform map to bring the data across

STRY0002498: Create model category

-Created new model category to map cmdb_ci_circuit to hardware asset
238 Customer Updates

STRY0002541: Verizon Mobile Import

-Edited uploader to import all records

STRY0002540: ATT Mobile Import

-Edited uploader to import all records

STRY0002542: Cox Circuits Import Set

-Modified the cmdb_ci_circuit form to include newly created fields
-Imported all circuit data via spreadsheet
-This will be uploaded again via import set/spreadsheet to allow bussiness rules to run
20
STRY0002520: MicroSymphony
-Created new import set
-Created new transform map
-Uploaded all data to new CI table (Micros)

203 Customer Updates

STRY0002500: Dell Premier Page

-Create data source to only import items with a matching serial number
-Will run spreadsheet again

STRY0004323: Asset Upload from Peoplesoft

-Pointed three transform maps to data sources created by colin
-Created daily scheduled job to run the data in rgularaly

STRY0002539: Presidio
-Created Import set to import data from excel sheet
-Create UI Action to loop through all records and create/update assets
-UI Action is manually kicked off to create all records

STRY0002521: IP Phone
-Created new Import Set/Data source and imported records into cmdb_ci_ip_phone 20
-Will reimport spreadsheet

STRY0002532: HR Location
-Data source created and transform map written against it to map locations to the
location table
STRY0003408: CAT01
-Two data sources created to point to PeopleSoft CAT01 warehouse
-Created two transform maps to create serialized assets and non serialzied assets

STRY0002536: Vendor/Vendor Contacts

-New data source was created in '' update set from Colin
-Updated transform map to point to new columns and data source
5
6
Order Implementation Notes

1 compare reportable variables in prod to dev. skipped all errors. 3 were catalog ui sections rest were catalog variable rep

2 no errors found

3 1 error. no fixed asset id field present. accepted update set and applied

4 one error. accepted it

6 one error. accepted. changed field from string to choice

7 four warnings relying on josh's #13. accepted remote update

8 167 errors. all skipped. catalog variables and some dictionary entries that did not exist

9 no errors

10 update set 1. no errors

11 no errors

12 no errors

13 two errors. both accepted

14 no errors
15 no errors

16 one error. accepted

no errors

PTSK0002166, PTSK0001262 Opela (Committed this at this point)

Should likely apply this first
17 PTSK0001622 Starr (2 committ older one first)
18 one error. accepted
19 no errors

20 no errors
21 no errors

22 2 warnings from later update set. accepted

23 no errors

24 no errors

25 3 errors. all skipped

26 2 errors. both skipped

27 1 error. skipped

28 13 errors skipped. 1 warning skipped

29 no errors

30 no errors
31 no errors
32 no errors
33 1 Error - Updated Term Workflow - Accepted (Finalized Workflows will be overwritten in a later update set)
34 No Errors
35 1 Error - Skipped - local version is more complete
36 No Errors
37 No Errors
38 No Errors
39 No Errors
40 No Errors
Accepted all (Depends on Thrasher #3, which depends on another)
41

42 No Errors
43 No Errors
44 No Errors
45 1 Error - Workflow version local is newer - accepted remote because it is more complete
46 No Errors
47 Accept all 'not found' Errors (some tables are only in Extended CMDB
48 No Errors
49 No Errors
50 No Errors

51 20 Errors - accept (appears to refer to choices on variables that aren't used)

52
53
54
55
56
57

58
59 21 errors skipped all. 11 warnings accepted all. need to install sccm v2 before.

60 4 errors all skipped. 11 warnings all accepted for uncommitted update sets
61 4 errors. accepted the the wrong data type. skipped the other three

62 4 errors. skipped all

63
64 15 errors. most were ecc agents. skipped those and accepted the rest
s rest were catalog variable reporting
er update set)
Step Update Set Description
1 ENHC0001013 Bobst

Change ORDER task name to REQLDR for all

workflows that reqloader will pick up to prevent
confusion, also created new workflow for non-
stocked printers because Reqloader will not
process those, 40 updates. Not sure if Teri Bobst
included on her enhancement / defect update
sets also, but this should be installed after the
previous 3 reqLoader update sets on this list.
2 DFCT0001008 Clinton
New Call Defect, contains 2 updates, (should
probably be installed after all other update sets)
3 ENHC0001010 Bobst 22 updates
Standard Software purchases should automatically
create license records and add entitlements on
the Install task.
Other Software - select Software Model, then
license will be created.

4 ENHC0001013 Bobst 40 updates

Change ORDER task name to REQLDR for all
workflows that reqloader will pick up to prevent
confusion, also created new workflow for non-
stocked printers because Reqloader will not
process those

5 ENHC0001015 Bobst 19 updates

When a Computer is retired we must set the
disposal reason to either EOL or Damaged. This
should be done through the completion of the
DECOM task.

6 JDC - Receive Item Catalog Item to receive multiple assets

Cooper - Receive Assets 2 Adds serial number copy over when asset tag is
7 empty
Cooper - ENHC0001014 Mobile ownership assignment based on payroll
8 deduction field
Update field map to correctly map street and
9 DFCT0001002 - Location Street and County country to the location table
10 DFCT0001004 - Remove Verizon Dashes Removed dashes from verizon phone numbers
11 DFCT0001011 - MT v1 Removed trailing spaces
Mapped IMEI and Provider from the mobole CI to
12 STRY0004338 - MT the Asset
Estimated Time

5
5