Use this checklist to help your campuses get ready for the impacts of integrating CHRS with Campus Solutions (CS) 9.2 and the Common Finance System (CFS) 9.2
Friendly Reminders
As you continue to learn about the integration functionality between CHRS and both CS and CFS, it’s important to involve stakeholders from CS and CFS—not only to familiarize them with the changes, but also to support testing, retrofits, and any necessary modifications.
It is critical that campuses closely monitor integration errors in HR 9.0, CS, and CFS. During the CHRS go-live, campuses must ensure all messages are in a 'Done' status for HR 9.0, CS, and CFS. Once the campus transitions to CHRS, these error messages will no longer be available for review or resolve as messages between CS and CHRS will be processed synchronously.
Knowledge Building
CHRS Integration(9.0, IB, PDM) -This document is intended to help campuses understand how integration will be changing for CHRS, and analyze their current HR, campus-specific integrations and define which ones will be delivered with CHRS. Any integration necessary for a campus to function and not delivered by CHRS must be documented and approved by CHRS management before it can be developed and implemented by CHRS.
DB Link Details - A single database link contains multiple tables/views that CS, CHRS, and CFS use to pull data. These tables/views have been standardized, simplified, and approved by the Chancellors Office. With CHRS being a shared environment, some of the tables/views have been modified to remove Level 1 Data (SSN, Citizenship, DOB, etc.). Many of the views are locked down in CS using a crosswalk table that uses Business Unit or Company. Campuses should review all areas where database links are used and determine retrofits. This document provides an overview display of what tables/view are accessible between CS, CHRS and CFS.
What Data Goes between CS/CHRS and CFS/CHRS (High Level) - This document is intended to help campuses understand what data goes between CS/CHRS and CFS/CHRS.
Integration Data Flow (High Level) - A high level overview of how details flows between CHRS and CS using Integration Broker.
Integration Frequently Asked Questions (FAQ) - The purpose of this document is to provide users with responses to frequently asked questions about different aspects of the Consolidation and Upgrade of Human Resources (CHRS) 9.2, application integration, impacts to integrating with Campus Solutions (CS) 9.2 and Common Finance System (CFS) 9.2.
It is the campus’s responsibility to monitor their CS/HR 9.0 environment for duplicates. As you transition to CHRS, duplicates will be managed differently. It is crucial to ensure that no duplicates are converted during go-live, as resolving them afterward will be challenging. Once in CHRS, the definition of a duplicate and the process for handling them will differ.
Managing Duplicates in CHRS - This document provides campuses with guidance and best practices for identifying and resolving duplicate records.
Integration Troubleshooting Guide - The purpose of this document is to provide campus users with assistance in troubleshooting integration errors that occur in CS or CHRS. Depending on the database the error occurs, different resources will be responsible for troubleshooting and resolving.
CSU IB Monitor - With the CSU IB Monitor, campuses are able to gain VIEW ONLY access into the status of integration configuration along with Synchronous and Asynchronous Integration transaction.
Code Evaluation and Modifications (CS)
Campuses will need to adjust their provisioning processes in CS when implementing CHRS. Some areas that will require modifications to the provisioning process include:
Campuses should review all CS custom modifications and compile a list of all tables used. Next, they should assess whether each table is 'owned' by HR. Once the assessment is complete, campuses will need to make the necessary changes in CS to ensure that functionality is available once CHRS is live. Some examples of campus customizations are:
- Updating preferred name
- Auto-creating POIs in HR
- Updating Business Phone
- Updating Business Email
- AAWS Web Services
- Synchronizing home address for reporting
- Duplicate ID Deletion
- Load Runner to Update Addresses
- Scheduled Reports Utilizing DB Links
- CSU ID Search
When a campus goes live in CHRS, the CS database will be temporarily unavailable to allow for the application of CS008. This update will modify certain functionality in CS. Campuses with custom modifications should pay close attention to these areas to ensure compatibility and proper functionality post-go-live.
- CAAR Advising Report
- ALMA
- Add Application/CSU Apply
- Assigning instructors to classes
- Work study processing
- Student/Faculty Self Service
When a campus goes live in CHRS, the CS database will be temporarily unavailable to allow for the application of CS008. After CS008 is applied, campuses will need to create and assign the appropriate security roles within CS.
To view synchronous message details in CS, campuses will need two roles: CMS_PT_CSUCSHR and CMS_PT_CSUCSHR. These roles should be assigned promptly to individuals responsible for monitoring integration errors in CS or completing integration validation tasks during go-live.
Campuses must create a new roles in CS. These roles should be promptly assigned to individuals responsible for monitoring duplicates in CS.
Integration Configuration (CS)
During Passes, campuses are responsible for configuring integration in the provided CS instance. Campuses must follow the configuration job aid exactly as outlined for successful integration configuration.
During MTP, campuses will NOT complete these steps to configure integration in the CS Production instance; CMS will handle this process.
To confirm that the integration configuration was completed successfully, campuses should use the Campus Integration Validation Checklist (Without CMS). This exercise provides practice for MTP, when validation will be performed in coordination with CMS using Campus Integration Validation Checklist (With CMS). Use this as an opportunity to identify the resources that will be needed during MTP.
This exercise is practice for MTP, where validation will be performed with CMS. Use it to identify the resources required for MTP.
The HR Table Refresh runs on a campus specified recurrence (daily, twice a day, etc.) to populate the CS local tables with data from CHRS. Campuses are responsible for configuring the reoccurrence during passes (provided CS environment) and MTP (CS Prod).
Finishing Touches
The CHRS Production campuses agreed that, each year, a ServiceNow ticket would be submitted to request the automatic biweekly connection of a CHRS Production Support Environment to one of their own masked Campus Solutions (CS) environments.
Job Aid: Annual Connectivity Request
When CHRS, CS, or CFS is down for upgrade, maintenance, application of MPs, production campuses during wave implementation (several days) or some other reason, integration can be impacted for one or more campuses depending on the circumstance. To minimize the impact, campuses should proactively understand the potential effects and be aware of any responsibilities they may need to fulfill during such periods.
When CHRS, CS, or CFS is down for upgrade, maintenance, application of MPs, production campuses during wave implementation (several days) or some other reason, integration can be impacted for one or more campuses depending on the circumstance. When integration is impacted, it is recommended that campuses complete the integration checklist to ensure integration is working as expected when systems are returned.
End of Article
You are done. Great job!