Blogs

Alliance 2024 Technical & Reporting Sessions

By Dede Young posted 02-01-2024 09:12 AM

  

Hello Communities, Alliance 2024 is just around the corner!  This year, we have a great list of technical, reporting, and security sessions to add to your agenda.  Check them out below, see you in Phoenix!!

Alliance 2024 Technical & Reporting Sessions

Date & Time:                     3/3/2024 8:00 AM-11:00 AM

Session & Room*:            10536-West 103 AB

Focus Area:                        Data to Decisions

Track & Sub-Category:   Workshops; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Building and Deploying Search Dashboards *FEE REQUIRED*

Description:                       In this workshop, we will show you how to get more from PeopleSoft and Kibana. This lab will introduce you to building custom visualizations and dashboards and how you integrate them into PeopleSoft. We will take those skills and use it with custom search data so your PeopleSoft system can display rich visualization for all of your information. The session is for technical and functional users who want to get more from PeopleSoft's investment in Kibana and Opensearch Insights.

CPE Credit:                         No

Primary Presenter:         Dan Iverson  psadmin.io

Co-Presenter:                   Kyle Benson  psadmin.io

Date & Time:                     3/3/2024 12:00 PM-3:00 PM

Session & Room*:            10870-West 103 AB

Focus Area:                        Integration Strategies

Track & Sub-Category:   Workshops; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Supercharge load testing for your PeopleSoft application-Our 2-week journey with AWS CloudFormation, Ansible, and Jmeter *FEE REQUIRED*

Description:                       Let us guide you on your journey to the AWS cloud without getting too close to the sun. Join us in a hands-on workshop as we prepare you for your transition to AWS by using CloudFormation to seamlessly build your new infrastructure. Lets not sweat the heat and use Ansible for your Infrastructure Automation, an agent-less tool designed to work everywhere you go. Take advantage of Ansible existing modules to deploy and configure your applications. Cool down knowing you have what it takes with the power of Jmeter. Sip on a cold drink as your scripts take care of your performance testing in your PeopleSoft Application.

CPE Credit:                         No

Primary Presenter:         Yvonne Fang  University of California, Berkeley

Co-Presenter:                   Shiva Kumar Pachika  University of California, Berkeley

Co-Presenter:                   Janhavi Deshpande  University of California, Berkeley

Date & Time:                     3/4/2024 10:00 AM-11:00 AM

Session & Room*:            10796-North 227 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle

Session Title:                     App Designer - Not Just for Developers

Description:                       Do you have your Developer on Speed Dial? Do you need to know how data is organized within your PeopleSoft database? Do you need to know what Queries are using a specific field? Do you need to know where a specific record/field is available within the on-line system? Is there some data in the system I just don't currently have access to via PIA that I need to request access to?  Where does your developer go to get you these answers?  Well, many of them can be answered through the use of the meta-data stored in your PeopleSoft databases and available through Application Designer.    But, wait... That is a Developer's tool.  They don't want functional users messing with code.    Application Designer can be a valuable tool to more than just developers.  Let's dive into how security can be established for non-developers to allow them the ability to use the power of the object definitions to answer questions they face in their roles.  Once we have that setup properly... let the fun begin!  We'll walk through: * Understanding some of the basic object definitions * Learning about some of the tools to find out how one object relates to another. * Learn what information from a PIA session can help as starting points within Application Designer to find more information.

CPE Credit:                         No

Primary Presenter:         Mark Miszewski  Cornell University

Date & Time:                     3/4/2024 10:00 AM-11:00 AM

Session & Room*:            10630-North 232 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Other

Session Title:                     Compliance and Fraud: Risk Reduction Roadmap

Description:                       The digitization of payments brought speed and ease to processing but bad actors continue to find new and clever ways to launder, hack, and phish payment and user data. This has led to increased security measures and compliance standards by governments and the payment card industry (PCI). Universities are prime targets but taking a platform approach to your payment solution will help mitigate security risks and improve PCI compliance management.     During this session, our presenters will walk through the strategy of taking a platform approach to payments on campus, discuss how to determine your level of risk, and explore the tools available to help prevent fraud from both a payments and operational perspective. Attendees will come away with an understanding of risk vs. fraud, the techniques being used by hackers, and best practices to protect every point of interaction on campus.

CPE Credit:                         No

Primary Presenter:         John McElroy  TouchNet

Date & Time:                     3/4/2024 10:00 AM-11:00 AM

Session & Room*:            10951-North 229 A

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Security and Access Management

ERP System(s):                 Oracle

Session Title:                     Guardians of the System: Our Journey Through a Large Security Assessment

Description:                       This session will detail the process followed to perform a large-scale security assessment followed by a candid conversation about lessons learned.  Taking the lessons learned into consideration, we will share the new course the VCCS has charted to get our organization on track in building a defensible, verifiable, and proper security posture.

CPE Credit:                         No

Primary Presenter:         Michael Russell  Virginia Community College System

Co-Presenter:                   Lindsey Konerza  University of Minnesota

Co-Presenter:                   Byron Sayres  

Date & Time:                     3/4/2024 10:00 AM-11:00 AM

Session & Room*:            10748-West 101 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Emerging Technologies & Strategies

ERP System(s):                 Ellucian

Session Title:                     Illuminating the Journey to Democratizing Data in Higher Education

Description:                       Embarking on the journey to democratize data in higher education is a transformative endeavor that requires strategic vision, collaboration, and innovative solutions. This panel discussion invites attendees to explore the profound impact of data democratization on decision-making processes within educational institutions. We explore the challenges, strategies, and profound impacts on decision-making processes within educational institutions.  Distinguished panelists, drawn from diverse backgrounds in higher education, will share their experiences and insights, offering a deep dive into specific strategies and initiatives that have successfully enhanced data accessibility and usability across their institutions.   This session will explore the pivotal role of collaboration and communication in successful data democratization initiatives. Panelists will provide practical guidance on engaging campus constituents, leveraging technology effectively, and measuring the success of these initiatives.  Drawing upon lessons learned from their respective journeys, panelists will share invaluable advice for institutions at various stages of data democratization. The conversation will extend to emerging trends in this domain.

CPE Credit:                         No

Primary Presenter:         Stephen Pelc  Ellucian

Co-Presenter:                   Kimberly Beatty  Metropolitan Community College-Kansas City

Co-Presenter:                   Jermaine Williams  

Co-Presenter:                   Natalie Cartwright  Pennsylvania State System of Higher Education

Date & Time:                     3/4/2024 10:00 AM-11:00 AM

Session & Room*:            10506-North 231 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Other

ERP System(s):                 Oracle

Session Title:                     PS Query – Prompts, Stomps …. everybody Romps!!!

Description:                       This presentation is an in-depth look at prompt uses with examples and context. Understanding the value of prompts and the intricacies in creating and using them. Prompts are essential to the query writer’s toolbox. Presentation includes: 

                                                •Explanation of the Edit Prompt Properties

                                                •Mixed case is not an assortment of chocolates …

                                                •How do I figure out the Prompt Table to use?

                                                •No Table Edit v. No Table Etiquette         

                                                •Yes/No Table is a query writer’s secret weapon

                                                •%Date means something more than … can we get to dessert?   

                                                •Prompts and expressions

                                                •Prompts and criteria

                                                •Construct list of value prompts and “Begins with” prompts

                                                •Explanation of edit tables

CPE Credit:                         Yes

Primary Presenter:         Robert Fogarty, PMP  The Pennsylvania State University

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            10647-North 231 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle

Session Title:                     Automated Testing for All!

Description:                       Does your organization spend a lot of time doing manual testing?  Do you have multiple applications to test?  Are you interested in learning about something to help?  Come find out about Playwright, an open-source automated testing framework for “Any browser – Any platform – One API”.  Penn State University has been using Playwright to improve testing efficiency for Campus Solutions and Concept3D with an eye towards use with Student Financial Planning as well.

                                                This session will cover:

                                                •Why an organization would choose Playwright.                

                                                •Overview of the experience implementing Playwright

                                                •Demonstration of example tests

                                                •Next steps if you’re interested in trying Playwright.

CPE Credit:                         No

Primary Presenter:         Eric Helfen  The Pennsylvania State University

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            11041-North 127 A

Focus Area:                        Elevating "U"

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Dare to Evolve: PeopleSoft Transformed by Cloud Magic

Description:                       In an era where technological evolution is not just an option but a necessity, 'Dare to Evolve: PeopleSoft Transformed by Cloud Magic' offers a groundbreaking journey into the future of PeopleSoft maintenance. This session unveils the transformative power of integrating PeopleSoft with Oracle Cloud Infrastructure (OCI) and PeopleSoft Cloud Manager, turning routine maintenance into a strategic asset. Discover how the seamless synergy between PeopleSoft and Oracle cloud technologies not only simplifies updates and management but also catapults your system's efficiency, security, and scalability to new heights. Participants will walk away with actionable insights on leveraging cloud technologies to stay ahead in the ever-evolving digital landscape, mastering the art of agile updates, and transforming their PeopleSoft environment into a powerhouse of innovation and efficiency. This session is a must-attend for those ready to challenge the status quo and harness the full potential of PeopleSoft in the cloud era.

CPE Credit:                         No

Primary Presenter:         Joe Finlinson  Astute Business Solutions

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            10535-North 227 ABC

Focus Area:                        Innovative Teaching and Learning Management

Track & Sub-Category:   Technical and Reporting; User Experience

ERP System(s):                 Oracle

Session Title:                     Drilling URLs Made Easy

Description:                       In this presentation we will take a look at what Drilling URLs are, what they can do and learn 3 of the most common (and the most helpful) types and how to set them up and use them. We will cover Query, Component and Free Form Drilling URLs.  Queries which use these expressions can significantly reduce the time it takes to drill down to find more detail, perform tasks in the system or look up additional information.    I've created step by step instructions on how to set them up with a clear explanation of each field to make it easy for even novice query developers to start creating Drilling URLs like a pro!

CPE Credit:                         No

Primary Presenter:         Paula McDaniel  Washington State Board for Community and Technical Colleges

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            11046-North 223

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Implementing Automation to Achieve a Zero Risk PeopleSoft Access Environment

Description:                       Application Admin and IT Teams are under more pressure than ever before. Between the constant change of user access requirements and the tightening of various compliance regulations, it is no wonder that one of the top CIO objectives of 2024 is implementing automation that enables the standardization and efficiency of business processes. Where can you begin? Your processes for PeopleSoft Identity and Access Management and Governance!     The convergence of adopting a proactive IAM and GRC strategy is the foundation of Zero Risk – and the way to achieve this objective is by eliminating your manual, siloed processes and adopting automation. Only then, will your institution be ready to take on today’s evolving security and business process risks.     Join PeopleSoft security and compliance expert, Greg Wendt as he discusses:  1. The foundation of a Zero Risk strategy  2. The IAM and GRC processes where risk is most prevalent  3. How to use Zero Risk solutions in PeopleSoft to enable productivity and process standardization (along with risk management)  4. How to get cross-functional buy-in from key functional stakeholders for adopting Zero Risk

CPE Credit:                         No

Primary Presenter:         Greg Wendt  Pathlock

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            11027-North 229 A

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle, Workday, Ellucian, Other

Session Title:                     Mastering Cloud Integration Strategies: Leveraging the Power of Process Automation

Description:                       Managing a tech stack in the cloud can be complex, but it doesn’t need to be. This session focuses on cloud-based process automation and its role in driving innovation and improving efficiency for modern campuses. This session highlights how integrating core solutions, including your SIS, ERP, and CRM with cloud-based process automation and document management.  The session also addresses how Softdocs streamlines operations, enhances collaboration and improves the student, staff and faculty experience.

CPE Credit:                         No

Primary Presenter:         Vince Silvestri  Softdocs

Co-Presenter:                   Chad Shrout  Softdocs

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            10545-North 232 ABC

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle

Session Title:                     PeopleSoft AWE Workflow and ALL the Notifications

Description:                       Utilizing PeopleSoft AWE workflow including email and in-app notifications. We will also discuss security setup, business processes, pros & cons, and more as content is developed for in-app notifications. We will be using our transition of PO Approval from the old Amount Approval technology to AWE to illustrate the configuration we used.  Good for technical and advanced functional users.

CPE Credit:                         No

Primary Presenter:         Tiffany Barker Cook, MPA  University of Vermont

Co-Presenter:                   Kristy Perry, MS  University of Vermont

Date & Time:                     3/4/2024 2:00 PM-3:00 PM

Session & Room*:            11013-North 229 B

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Technical and Reporting; Cloud – SaaS, IaaS, PaaS

ERP System(s):                 Other

Session Title:                     You’ve Moved to the Cloud, But Now What?  Structured Data Archiving at the University of Virginia!

Description:                       Like many institutions, you’ve completed your extensive migration to the cloud and everything is working well, until you realize that you have decades or more worth of data in the old system that you still need access to.  This seems to be an afterthought of many cloud implementations, but a critically important challenge to address.  Come learn what the University of Virginia did to evaluate and implement a Structured Data Archive solution to minimize legacy system licensing, ensure the legacy data remains available and secured appropriately, and our strategy for permanent deletion of data while meeting stringent state retention mandates.

CPE Credit:                         No

Primary Presenter:         Terry Houser  University of Virginia

Date & Time:                     3/4/2024 3:30 PM-4:30 PM

Session & Room*:            10519-North 227 ABC

Focus Area:                        Elevating "U"

Track & Sub-Category:   Technical and Reporting; Other

ERP System(s):                 Other

Session Title:                     Communicating tech to non-techies

Description:                       Picture this. You've just handed off a project that was the culmination of 3 months of data analysis and countless mocha lattes. Your boss is thrilled with the deliverable and the insights of the research. They want YOU to present all the technical details and results to a group of non-technical members of the organization. You get nervous at the thought. "How do I talk about technical stuff to non-techies?" you ask yourself. There may be a lot to say about your findings and it is up to you to be selective in communicating the key ideas, arrange the presentation clearly and cohesively, and deliver it in a simple way. This session will provide you with guidelines that may help you find your own, unique and workable presentation style. It will focus on structure, content, context, delivery, and interaction for presentations that focus on communicating technical details in a way that makes sense to and can be retained by the audience. Join this session to learn tips for making a complex, technical information into a dynamic presentation.  

CPE Credit:                         Yes

Primary Presenter:         Anna Kourouniotis  Duke University

Date & Time:                     3/4/2024 3:30 PM-4:30 PM

Session & Room*:            10653-North 225 A

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Elevating PeopleSoft Security: Lessons & Best Practices

Description:                       Uncover real-life experiences and lessons from extensive implementations, re-platforms, and migrations. Get to grips with current security concerns, explore effective countermeasures, and understand how to apply best practices in your environment. This session will equip you with the knowledge to navigate the security landscape of PeopleSoft confidently.

CPE Credit:                         No

Primary Presenter:         Joe Finlinson  Astute Business Solutions

Date & Time:                     3/4/2024 3:30 PM-4:30 PM

Session & Room*:            10639-North 231 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Emerging Technologies & Strategies

ERP System(s):                 Oracle

Session Title:                     Kibana First Steps

Description:                       Oracle recently included Kibana as a part of Campus Solutions. In this session I will explain the basics of creating stunning visualizations based on the data in Campus Solutions.  Kibana is a powerful tool to give great insights in your data. Working together with Elastic Search it is easy to present data to your end users in fancy graphics and tables. A multitude of filter options give them easy and fast drilldown possibilities and you can even go all the way to your transactional pages.  In this session I will show you the basic setup from a functional perspective. From PS query to Elastic Search all the way to a functional Kibana dashboard - this sessions will include lots of examples of how and where you can use Kibana.  Please note, configuring Elastic Search and Kibana is out of scope of this session.

CPE Credit:                         No

Primary Presenter:         Mark Van der Molen  University of Amsterdam

Date & Time:                     3/4/2024 3:30 PM-4:30 PM

Session & Room*:            10762-North 232 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle, Other

Session Title:                     Streamlining Enterprise Integration: Leveraging MuleSoft for Salesforce-PeopleSoft Integration

Description:                       In today's digitally connected world, seamless integration between critical enterprise systems is imperative for organizations to thrive. This proposal aims to present a comprehensive overview of how the MuleSoft platform can be harnessed to facilitate a robust integration between Salesforce and PeopleSoft. We will delve into the technical intricacies, best practices, and real-world use cases, shedding light on the benefits of this integration approach.    In this session, we will cover:  1)  Integration challenges and the value of modern approaches 2)  Mulesoft's Anypoint platform and API-led connectivity 3)  Architecture and design for building seamless integrations

CPE Credit:                         No

Primary Presenter:         Jennifer Camprubi  Miami Dade College

Co-Presenter:                   Jose Senra  Miami Dade College

Date & Time:                     3/5/2024 8:30 AM-9:30 AM

Session & Room*:            10654-North 229 B

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Transforming Higher Education with Oracle's AI Solutions

Description:                       In this engaging session, explore the transformative power of Oracle's AI tools in the realm of higher education. Delve into the strategic aspects of leveraging AI for business planning, uncovering competitive advantages, and enhancing institutional performance. Discover how Oracle's AI solutions enable data-driven decision-making, personalized learning experiences, and streamlined administrative processes. Gain valuable insights from real-world case studies and success stories showcasing the measurable impact of Oracle's AI tools. Join us to unlock the full potential of AI and position your institution at the forefront of innovation in higher education.

CPE Credit:                         No

Primary Presenter:         Joe Finlinson  Astute Business Solutions

Date & Time:                     3/5/2024 8:30 AM-9:30 AM

Session & Room*:            11040-North 226 ABC

Focus Area:                        Innovative Teaching and Learning Management

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Other

Session Title:                     How AI is Changing Higher Ed

Description:                       Artificial intelligence has exploded over the past year with the introduction of generative AI technologies to the masses. Generative AI now joins the established ranks of diagnostic AI (what happened) and predictive AI (what's going to happen) as a tool with the potential to revolutionize all aspects of the campus-- from teaching and learning to research to the business operations that support them. We will discuss the current state of AI technology, how it can be used responsibly within an institution, and considerations for doing so.

CPE Credit:                         No

Primary Presenter:         Geof Corb  Huron Consulting Group

Date & Time:                     3/5/2024 8:30 AM-9:30 AM

Session & Room*:            10806-North 232 ABC

Focus Area:                        Elevating "U"

Track & Sub-Category:   Technical and Reporting; Emerging Technologies & Strategies

ERP System(s):                 Oracle

Session Title:                     Kibana Analytics Decoded: Configuration Demystified

Description:                       Lone Star College has recently implemented Kibana Analytics.   In this presentation, Lone Star College will share their journey in configuring Kibana Analytics and go over the realized benefits of implementing Kibana Analytic capabilities.   From our journey, we will identify "gotchas' to watch out for, as well as how we resolved those items.

CPE Credit:                         Yes

Primary Presenter:         Miguel Zamora  Lone Star College

Co-Presenter:                   Diego Mejia  Lone Star College

Date & Time:                     3/5/2024 8:30 AM-9:30 AM

Session & Room*:            10538-North 225 A

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Technical and Reporting; Other

ERP System(s):                 Oracle

Session Title:                     Master Oracle Cloud: Hands-On Deployment (Part 1)

Description:                       Dive Deep into Oracle Cloud: A Hands-On Experience!  Unravel the secrets of Oracle Cloud Infrastructure (OCI) in this dynamic workshop. Witness first-hand how OCI optimizes performance and bolsters security—all while keeping costs minimal. If you're seeking a seamless cloud migration journey, you're in the right place.  In just 3 hours, you'll immerse in:  -Kickstarting your Oracle Cloud journey. -Mastering Identity & Access Management. -Deciphering Compartments: Their role and application. -Your initial stride with Virtual Cloud Networks. -Securing networks with precision. -Crafting virtual machines with the Compute Service. -Exploring diverse storage types with Storage Service. -Navigating from Oracle Standard to Autonomous databases. -Hands-on SSH & RDP connection to virtual machines. -Empowering with automation tools for smooth OCI operations.  Elevate Your OCI Mastery: Explore more with our specialized sessions:  Explore the OCI Marketplace:  -Deploy diverse apps seamlessly (1hr). -Architect a robust Full Stack DR for PeopleSoft on OCI (1hr). -Drive into Oracle Analytics: Witness its prowess (2hrs).  Unleash the full potential of OCI. Secure your spot and embark on a transformative learning expedition!

CPE Credit:                         No

Primary Presenter:         Mohammed Jiyash Abdul Khader, PeopleSoft Lead  Astute Business Solutions

Co-Presenter:                   Santosh Bhatt  Oracle

Co-Presenter:                   Scott Howe  Oracle

Co-Presenter:                   Ashwini Chandrasekhariah  Astute Business Solutions

Date & Time:                     3/5/2024 8:30 AM-9:30 AM

Session & Room*:            10772-North 231 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Enterprise Application Monitoring

ERP System(s):                 Workday

Session Title:                     Three Useful Workday Tools for Managing Workday

Description:                       Embry-Riddle's Workday IT team relies on three Workday tools to help us stay on top of our Workday environment. We'll take a quick spin through our System Administration dashboard for a quick synopsis of integrations, security, reports and business processes; Workday Adoption for tracking the roll-out of new features; and Audit Tags for tying out material changes in Workday compared to our ticketing system.

CPE Credit:                         No

Primary Presenter:         David Robinson  Embry-Riddle Aeronautical University

Date & Time:                     3/5/2024 8:30 AM-9:30 AM

Session & Room*:            10834-North 227 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle

Session Title:                     Using Integration Broker to connect to Webhooks and JSON APIs

Description:                       Over the last few years, JSON APIs and webhooks have become very common as integration tools.  This session will review the architecture needed to work with these types of integrations, and walk through the design for an integration built at UW Madison that uses both a webhook and a JSON API.  The integration also includes authentication to the JSON API using OAuth2.  We will review the setup for both the inbound webhook web service call and the outbound JSON API web service, as well as an internal web service used to provide an asynchronous handoff from the webhook to the JSON API call. For each of these, we will review the web service setup in Integration Broker, as well as the related App Package PeopleCode.

CPE Credit:                         No

Primary Presenter:         David Hall  University of Wisconsin - Madison

Date & Time:                     3/5/2024 10:00 AM-11:00 AM

Session & Room*:            10584-North 232 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle, Other

Session Title:                     As Of When? Understanding Date, Time, and Effective Date in HCM & Queries

Description:                       As of when? It’s the most important question you can ask. Databases are like rivers. They’re always moving and changing, and their relevant data changes from minute to minute. Understanding how database software platforms use Date, Time, Effective Date, and Effective Sequence is critical to obtaining valid, accurate, and relevant information, both in functional operations and in queries and decision making. The primary focus of this course is Oracle HCM, PS Query, and SQL. However, the basic concepts directly relate to Oracle SIS.

                                                In this session, you will learn: 

                                                •How computers and HCM / SIS platforms “understand” and use Date & Time (what the computer is thinking)

                                                •How that relates to you and your concept of date and time (what your bosses & customers are thinking)

                                                •What “Effective Date” really is and why it’s absolutely critical to everything

                                                •Effective Sequence and how/where it is used

                                                •How all of the above are critical to data queries in both PS Query and SQL

                                                •Common SQL operators that are used for manipulating date, time and Effective_Date/Sequence

                                                •A few of my most useful query expressions (including the really sneaky ones!)

CPE Credit:                         Yes

Primary Presenter:         Scott D Frey  University of Colorado

Date & Time:                     3/5/2024 10:00 AM-11:00 AM

Session & Room*:            10731-North 231 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle

Session Title:                     Automating PeopleSoft Consumption of College Board AP Test Scores

Description:                       This session describes how Los Rios automatically populates the PeopleSoft test results for our students using the AP test score data file report from the College Board.  We will also cover the integration processes that are used to interact with an external data hub (in boomi) to perform applicant search match and data hub enrichment and API calls to a CI based service for the test result consumption.

CPE Credit:                         No

Primary Presenter:         Qing Shuler  Los Rios Community College District

Co-Presenter:                   Pankaj Kumar Mathur, CSM, ITIL, MCSD  Los Rios Community College District

Date & Time:                     3/5/2024 10:00 AM-11:00 AM

Session & Room*:            11037-North 126 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     How UMASS utilized Kibana to monitor Student Billing process

Description:                       Automating the monthly student billing process for a higher education organization can bring numerous benefits and enhancements to the user experience. SpearMC has successfully developed this feature using PeopleSoft Activity Guide functionality.  PeopleSoft Test Framework features were called within the activity guide steps to further automate the monthly effort.  Finally, PeopleSoft Insights (Kibana Analytics) were developed to provide a dashboard of status and effort as the monthly process is executed.

CPE Credit:                         No

Primary Presenter:         Randall Johnson  SpearMC

Date & Time:                     3/5/2024 10:00 AM-11:00 AM

Session & Room*:            11051-North 225 A

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Technical and Reporting; Cloud – SaaS, IaaS, PaaS

ERP System(s):                 Oracle

Session Title:                     Master Oracle Cloud: Hands-On Deployment (Part 2)

Description:                       Please update the description.  This is the second part of a two part series.  Part 1 is Session 10538.

CPE Credit:                         No

Primary Presenter:         Mohammed Jiyash Abdul Khader, PeopleSoft Lead  Astute Business Solutions

Co-Presenter:                   Ashwini Chandrasekhariah  Astute Business Solutions

Co-Presenter:                   Santosh Bhatt  Oracle

Co-Presenter:                   Scott Howe  Oracle

Date & Time:                     3/5/2024 10:00 AM-11:00 AM

Session & Room*:            10632-North 229 B

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Other

Session Title:                     Unlocking Non-tuition Revenue Streams: Strategies for Financial Growth

Description:                       Today’s colleges and universities face increasing financial challenges. However, there are opportunities campus leaders should consider in order to create a sustainable, financial future.   Looking past tuition fees is a good place to start. There are potential revenue streams across campus, from auxiliary functions to student services, and everything in between. A key to finding these hidden revenue gems is a unified payment environment that manages payment acceptance campuswide while easing reconciliation, back office processing, compliance and reporting. Our payments experts will walk through practical examples from institutions that are driving new revenue streams while delivering a premium experience for all.

CPE Credit:                         No

Primary Presenter:         John McElroy  TouchNet

Date & Time:                     3/5/2024 10:00 AM-11:00 AM

Session & Room*:            10821-North 227 ABC

Focus Area:                        Elevating "U"

Track & Sub-Category:   Technical and Reporting; Security and Access Management

ERP System(s):                 Other

Session Title:                     Why Par For The Course Is Not Good Enough When It Comes To Security & Risk Management

Description:                       Looking for a golf themed session?   This is one is for you. This session will address security from the angle of incident response, enterprise risk management, policy, data governance, and the importance of securing your data and processes while having a little bit of golf fun.

CPE Credit:                         No

Primary Presenter:         Lindsey Konerza  University of Minnesota

Co-Presenter:                   Brad Carlson  University of Minnesota

Date & Time:                     3/5/2024 2:00 PM-3:00 PM

Session & Room*:            11035-North 121 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Other

Session Title:                     Admissions at the speed of light – a Clearinghouse transcript intake solution

Description:                       You have all experienced it: You generate the interest of prospective students, they apply, and then there is the wait for the incoming transcript to be processed and articulated, which can take weeks during peak time, risking your investment into recruiting. The Clearinghouse will show you a new solution that will help you get to articulation in minutes instead of weeks.  PDF-to-Data is a seamless conversion solution that delivers PESC XML or TS130 EDI standard data files to your Clearinghouse account within minutes after you receive the PDF transcript. Its patented machine learning algorithms create high-performance models of each sender’s transcript type and leverages the full library of models on your behalf.  Configure your SIS or CRM to ingest the data files and eliminate the bulk of your data entry requirements.

CPE Credit:                         No

Primary Presenter:         Rob Groot  National Student Clearinghouse

Date & Time:                     3/5/2024 2:00 PM-3:00 PM

Session & Room*:            10522-North 232 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Emerging Technologies & Strategies

ERP System(s):                 Oracle

Session Title:                     BI Publisher & Connected Query: Building Reports from Start to Finish, Part 1

Description:                       Connected Query and BI Publisher in PeopleSoft are powerful technologies for generating reports, but how does one get the ball rolling?  In this two-part presentation, we'll explain the purpose of each technology, and then go through live demonstrations on how to relate child queries to their parent query in Connected Query, design report templates in Microsoft Word, and run BI Publisher reports. Whether you are a beginner or intermediate user, functional or technical, it doesn't matter -- this presentation is structured to allow everyone to grasp the complex material in no time.  More specifically, these are the topics that will be covered in Part 1, with additional topics to follow in Part 2:  (1) Showing a very basic BI Publisher report so the audience sees right away what type of tool we’ll be working with for the report being developed (2) The concept of parent/child queries (3) Relating these queries to each other in Connected Query (4) Using the XML output from the Connected Query as sample data when designing the report template (5) Designing the report template in Microsoft Word, including inserting individual fields, handling fields with multiple rows, and formatting the template

CPE Credit:                         No

Primary Presenter:         Christopher Pokorny  Cleveland State University

Date & Time:                     3/5/2024 2:00 PM-3:00 PM

Session & Room*:            10580-North 229 B

Focus Area:                        Elevating "U"

Track & Sub-Category:   Technical and Reporting; Other

ERP System(s):                 Oracle, Other

Session Title:                     Download to Excel...Now What?

Description:                       Vlookup, Pivot Tables, and Macros, oh my!   The trifecta of Excel skills, the mastery of which separates the elementary from the elevated (at least in common perception).  "Download to Excel" isn't the end of reporting, it's where U start "going Up".    If you're anything like me, you currently have at least a dozen Excel documents open on your computer.  Whether from a PS Query output, SQL export, dashboard data extract, or any of a myriad other sources, Excel continues to be one of the primary ways we interact with data.  Make the most of it by leveraging some of the powerful tools Excel has to offer.  This session will look at some of the lesser-known functions/features available in Excel in addition to the "Big Three" (no not Kevin, Kate and Randal).   We'll address some general as well as some PeopleSoft specific uses and how, even the best query writer should still be taking advantage of everything Excel has to offer. **Bonus: most of these can be used in Google Sheets as well.

CPE Credit:                         Yes

Primary Presenter:         Scott Nishizaki  Azusa Pacific University

Date & Time:                     3/5/2024 2:00 PM-3:00 PM

Session & Room*:            10575-North 122 ABC

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Getting the most out of PeopleSoft PeopleTools: Tips and Techniques

Description:                       Learn new and innovative ways to leverage the full PeopleTools stack, including PeopleTools 8.60 new features, Fluid, Integration, Java, and JavaScript so that you may build better solutions faster!

CPE Credit:                         No

Primary Presenter:         Jim Marion  JSMPros

Date & Time:                     3/5/2024 2:00 PM-3:00 PM

Session & Room*:            10846-North 231 ABC

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Technical and Reporting; User Experience

ERP System(s):                 Oracle, Other

Session Title:                     Meeting Accessibilty Needs with 3D Navigation Using Fluid, Nav Collections and Trainstops.

Description:                       Several Grad School critical business processes were built years ago using classic pages and legacy development practices.  With accessibility and a better user experience, being a critical part of our student facing business processes, the legacy processes needed to be updated and made current. This presentation will show how we brought these legacy processes forward using fluid pages, navigation collection and trainstop navigation for students, faculty, and administrators.   In addition, we simplified the business processes, improved security, and reduced the development footprint.

CPE Credit:                         No

Primary Presenter:         James Childs  Princeton University

Co-Presenter:                   Yogesh Patel  Princeton University

Date & Time:                     3/5/2024 2:00 PM-3:00 PM

Session & Room*:            11043-North 227 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     PeopleSoft Security Essentials: Optimize Authentication, Access Control, & User Monitoring

Description:                       As the boundaries of access become blurred and data regulations tighten, updating your PeopleSoft security strategy should be considered routine. Especially considering that modern threats like phishing, hacking, data misuse and privilege abuse often exploit the control and visibility gaps that exist in many PeopleSoft systems. It’s time to close those gaps for good!     Join PeopleSoft security expert, Greg Wendt as he discusses the evolving threat landscape and how every PeopleSoft customer can implement a security strategy that focuses on (4) key principals: never trust identity by default, always align levels of privilege to potential risk, closely monitor privileged sessions, and enable deep visibility into data access and usage.

CPE Credit:                         No

Primary Presenter:         Greg Wendt  Pathlock

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            11024-North 229 A

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle, Other

Session Title:                     Deciding and Preparing for a Cloud Based Transformation for your Institution

Description:                       The cloud is ready for Higher Education. Institutions are adopting “Cloud First” strategy for commencing their journey toward a modern campus while targeting long sustainability. This session will provide a suggested pathway to help answer some of the key questions that weigh on the minds of the executives - How do we decide on the right cloud solution? Do we have all the necessary information to decide the timing of the transformation? Will the cloud be a fit for all our current business process needs? What are the risks associated and the mitigation plan? What is the impact to the institution resources? What is the ROI and when does it start to realize? Gain insights on how to go about selecting the right cloud solution and understand critical considerations for the solution selection.

CPE Credit:                         No

Primary Presenter:         Jacob Thomas  Drivestream

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            10811-North 231 ABC

Focus Area:                        Elevating "U"

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle

Session Title:                     ABCs for PeopleSoft System Administration

Description:                       PeopleSoft system administration is designed to offer attendees a comprehensive overview of the daily tasks involved in the life of a PeopleSoft system administrator. All of our daily tasks are similar, keeping the system secure.  Making sure everything is patched and running at peak performance.    The primary objective of this session will be to explore a range of tools and skills that facilitate and streamline day-to-day administrative responsibilities, ultimately ensuring a smoother experience for you and the users of the system.

CPE Credit:                         No

Primary Presenter:         David Dick  Grand Rapids Community College

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            10523-North 232 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Emerging Technologies & Strategies

ERP System(s):                 Oracle

Session Title:                     BI Publisher & Connected Query: Building Reports from Start to Finish, Part 2

Description:                       Connected Query and BI Publisher in PeopleSoft are powerful technologies for generating reports, but how does one get the ball rolling?  In this two-part presentation, we'll explain the purpose of each technology, and then go through live demonstrations on how to relate child queries to their parent query in Connected Query, design report templates in Microsoft Word, and run BI Publisher reports. Whether you are a beginner or intermediate user, functional or technical, it doesn't matter -- this presentation is structured to allow everyone to grasp the complex material in no time.  Picking up where Part 1 left off, these topics will be dived into for Part 2:  (1) How to use basic programming code in BI Publisher for things like storing variables, performing calculations on variables, and using if-then-else logic (2) Defining and running the BI Publisher report in PeopleSoft (3) Additional tips and tricks that tie all of the loose ends together

CPE Credit:                         No

Primary Presenter:         Christopher Pokorny  Cleveland State University

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            11052-West 104 A

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle, Workday, Ellucian

Session Title:                     Birds of a Feather - Integration Community of Practice

Description:                       Please provide a description.

CPE Credit:                         No

Primary Presenter:         Terry Houser  University of Virginia

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            11039-North 229 B

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Workday

Session Title:                     Generative AI: The Ultimate Workforce Assistant

Description:                       Unlock new levels of innovation, productivity, and problem-solving with generative AI. Join Huron to discover how to revolutionize the workplace by transforming traditional automation technologies into dynamic human assistants with this Workday use case and GenAI demonstration.

CPE Credit:                         No

Primary Presenter:         Andrew J Cesario  Huron Consulting Group

Co-Presenter:                   Fanny Ip  Huron Consulting Group

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            11023-North 222 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Masterclass: Migrating to Oracle Cloud Applications.

Description:                       This masterclass empowers you to discover how to streamline operations, modernize HR, financial management and student administration, and enhance the user experience with Oracle Cloud Applications, all while gaining valuable insights from past implementations. From pre-implementation planning to post-implementation support, we guide you through every step, ensuring a smooth and successful transition to the cloud. 

                                                A summarization of your entire cloud journey in 60 minutes that will cover the following topics: 

                                                1. Oracle Cloud Applications for Higher Ed – An overview of Oracle Cloud Applications for Higher Education institutions.

                                                2. Pre-Implementation - How to prepare for the Transformation. 

                                                3. Implementation - What to expect during the Implementation. 

                                                4. Post Implementation - What you need to know.

CPE Credit:                         No

Primary Presenter:         Jacob Thomas  Drivestream

Date & Time:                     3/5/2024 3:30 PM-4:30 PM

Session & Room*:            10614-North 227 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle

Session Title:                     The Challenges while Integrating Payroll/Benefit/TL Systems from Time Clock Plus/Others and Effective Strategies to Resolve Them

Description:                       University of Texas system is using various third parties to collect, approve, and process time and benefits for students and staff. There were many challenges encountered to integrate (inbound/outbound) and apply data security/privacy from PeopleSoft systems with the third party systems. We used various technical and functional strategies to overcome and reduce the number of processing and payroll errors in order to save a lot of time, costs, increase the accuracy and reduce off cycle payroll processing

CPE Credit:                         Yes

Primary Presenter:         Sathiyamoorthy Ramu  University of Texas System

Co-Presenter:                   Patty Palumbo  University of Texas at Arlington

Co-Presenter:                   Simon Jonnalagadda  University of Texas at Arlington

Co-Presenter:                   Dan Webb, MBA  University of Texas at Arlington

Date & Time:                     3/6/2024 8:30 AM-9:30 AM

Session & Room*:            10556-North 227 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Security and Access Management

ERP System(s):                 Oracle

Session Title:                     Campus Solutions: Clean Up Roles and Permission Lists

Description:                       Roles and permission lists were complicated and difficult to manage for user access and auditing purposes (random naming conventions and illogical permission lists). Some department access would be delayed because it took so much time investigating which roles their users needed.   The solution was to establish guidelines for building new roles/ permission  lists. Then, we worked on cleaning up the existing, over time, to fit the new guidelines. The end result is has made Security life much easier!

CPE Credit:                         No

Primary Presenter:         Mishelle Denton, MBA  University of Kansas

Date & Time:                     3/6/2024 8:30 AM-9:30 AM

Session & Room*:            10775-North 232 ABC

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Technical and Reporting; Lifecycle Management

ERP System(s):                 Oracle

Session Title:                     Getting Started with Data Migration Workbench for Financial Aid and Student Financials (Part 1)

Description:                       The University of Missouri System has taken advantage of Oracle's Data Migration Workbench (DMW) to migrate setup across instances, back up setup in development prior to refreshes, and even to delete unwanted setup. In this 2-part presentation we'll look at how to set up DMW for use in your instances.   In Part 1, we'll look at what DMW is and how to set up security and file locations. Then we'll dive into how to build Application Data Set Definitions (ADS), which define the structure of the data you're migrating. We'll also talk about how to approach ADS Design and best practices for managing ADS.   In Part 2, we'll look at how to build relationships between ADS, scenarios where you might want to build relationships, and what to watch for when using relationships in your data migrations. Finally, we'll step through building a project and migrating it across instance.   Along the way in both parts, we'll talk about lessons learned and best practices we've implemented. While the context of the presentation will be Financial Aid and Student Financials, the lessons can be applied to anyone interested in using Data Migration Workbench.   This is Part 1 of a two-part series. Part 2 is session #10948.

CPE Credit:                         No

Primary Presenter:         Jason Bornhop  University of Missouri System

Date & Time:                     3/6/2024 8:30 AM-9:30 AM

Session & Room*:            10667-North 229 B

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle

Session Title:                     Having Load testing Challenges?  You are not alone!

Description:                       Are you trying to improve performance of your PeopleSoft Systems application?Are you tired of seeing problems with load testing? Are you uncertain if tools you are using are useful or not?Are you frustrated with the tools which worked before but now breaks after an update?  Then you are not alone!   Don’t miss out on this session where we can collectively discuss challenges and discover strategies and solutions.  Join us for an engaging and participative community discussion to learn what others are doing and to share the learnings of your institution's success with the community so nobody misses out on our collective knowledge.    Objectives in this discussion are to cover : - What are the challenges of Load Testing / Performance testing. - Usage of different tools and technologies ex: JMeter - How different teams overcome these challenges, what is the learning to share with the community?  

CPE Credit:                         No

Primary Presenter:         Janhavi Deshpande  University of California, Berkeley

Co-Presenter:                   Yvonne Fang  University of California, Berkeley

Co-Presenter:                   Shiva Kumar Pachika  University of California, Berkeley

Date & Time:                     3/6/2024 8:30 AM-9:30 AM

Session & Room*:            10537-North 122 ABC

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     PeopleTools Pathway: Your guide to what's new in PeopleTools

Description:                       Keeping up with all the new features and improvements in a PeopleTools release can be a challenge. In this session we will highlight the latest advancements in PeopleTools 8.60. Learning about new important features, the switch to OpenSearch, and lifecycle management improvements will send you down a pathway to make your next upgrade a success!

CPE Credit:                         No

Primary Presenter:         Kyle Benson  psadmin.io

Co-Presenter:                   Dan Iverson  psadmin.io

Date & Time:                     3/6/2024 8:30 AM-9:30 AM

Session & Room*:            10677-North 231 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle, Other

Session Title:                     Real-time integration between library system, ExLibris (alma), fees/ fines and PeopleSoft Student Financials.

Description:                       This session describes how Los Rios achieved real-time integration of fees/ fines flowing from ExLibris (alma) to PeopleSoft Student Financials. This implementation also integrated library fee payment made to student PeopleSoft account back to ExLibris (alma) student account. This integration has enabled students to pay library fines/ fees online through student self-services instead of paying it in person at library.

CPE Credit:                         No

Primary Presenter:         Pankaj Kumar Mathur, CSM, ITIL, MCSD  Los Rios Community College District

Co-Presenter:                   Qing Shuler  Los Rios Community College District

Date & Time:                     3/6/2024 10:00 AM-11:00 AM

Session & Room*:            10510-North 231 ABC

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle

Session Title:                     Automate Deploying and Building Elastic Search indices using ACM Templates

Description:                       In this session we would share how to automate the deploying and building of Elastic Search indices. How to effectively deal with large indices. Implement full indices vs incremental indices. How to optimize the Search Build process and use of ACM templates.  Tips and tricks to deal with large indexes. How to optimize the index to be built in least possible time. Issues and challenges that we faced and how did we overcome them.  Good for functional and technical people.

CPE Credit:                         No

Primary Presenter:         Gaurav Krishan Ohri, DBA Sr  University of Texas at Arlington

Date & Time:                     3/6/2024 10:00 AM-11:00 AM

Session & Room*:            10948-North 232 ABC

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Technical and Reporting; Lifecycle Management

ERP System(s):                 Oracle

Session Title:                     Getting Started with Data Migration Workbench for Financial Aid and Student Financials (Part 2)

Description:                       The University of Missouri System has taken advantage of Oracle's Data Migration Workbench (DMW) to migrate setup across instances, back up setup in development prior to refreshes, and even to delete unwanted setup. In this 2-part presentation we'll look at how to set up DMW for use in your instances.   In Part 1, we'll look at what DMW is and how to set up security and file locations. Then we'll dive into how to build Application Data Set Definitions (ADS), which define the structure of the data you're migrating. We'll also talk about how to approach ADS Design and best practices for managing ADS.   In Part 2, we'll look at how to build relationships between ADS, scenarios where you might want to build relationships, and what to watch for when using relationships in your data migrations. Finally, we'll step through building a project and migrating it across instance.   Along the way in both parts, we'll talk about lessons learned and best practices we've implemented. While the context of the presentation will be Financial Aid and Student Financials, the lessons can be applied to anyone interested in using Data Migration Workbench.   This is Part 2 of a two-part series. Part 1 is session #10775.

CPE Credit:                         No

Primary Presenter:         Jason Bornhop  University of Missouri System

Date & Time:                     3/6/2024 10:00 AM-11:00 AM

Session & Room*:            10591-North 227 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle, Other

Session Title:                     How (not) to integrate SaaS and legacy systems

Description:                       The University is adopting new SaaS systems in several areas (HR, Finance, Research) and implementing a new vendor agnostic integration platform alongside these systems that needs to bridge the gap between the cloud and our legacy on-premise estate.  This presentation covers our approach and lessons learned.

CPE Credit:                         No

Primary Presenter:         Steve Smith  University of Cambridge

Date & Time:                     3/6/2024 11:30 AM-12:30 PM

Session & Room*:            10839-North 229 B

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Best Practices, Automation, Dev Ops

ERP System(s):                 Oracle, Workday, Ellucian, Other

Session Title:                     Creating an Effective Requirements Document

Description:                       Creating an effective Requirements Document is a critical skill for a business analyst.  Attend this session to learn what goes into a crafting an effective set of requirements that will help you communicate with both your constituents and your developers.

CPE Credit:                         No

Primary Presenter:         Tom Johnson  Duke University

Date & Time:                     3/6/2024 11:30 AM-12:30 PM

Session & Room*:            10845-North 232 ABC

Focus Area:                        Integration Strategies

Track & Sub-Category:   Technical and Reporting; Integrations

ERP System(s):                 Oracle

Session Title:                     Integration Strategies - an API approach for creating integrations with different cloud based applications

Description:                       Northwestern is currently undertaking integration projects between our on-premise Campus Solutions application and our Alumni and Graduate School systems that are hosted in the Cloud. The goal is to create a common data integration strategy in Campus Solutions that delivers reusable event messages and microservices to send real time / near to real time updates of student information while trying to keep the customizations to a minimum and thereby keeping the maintenance cost low. Northwestern will be using APIGEE to maintain the APIs and the messaging queues and to add an extra layer of security.

CPE Credit:                         No

Primary Presenter:         Swathika Ganesan  Northwestern University

Co-Presenter:                   Samatha Bodanapu  Northwestern University

Date & Time:                     3/6/2024 11:30 AM-12:30 PM

Session & Room*:            10608-North 231 ABC

Focus Area:                        Data to Decisions

Track & Sub-Category:   Technical and Reporting; Security and Access Management

ERP System(s):                 Oracle

Session Title:                     Smarter, not Harder: Role and Row-Level Security Dashboards for All

Description:                       Are you bogged down with ad hoc requests from units, wanting to learn the different levels of access their users have in Campus Solutions? Do you (or do you want to) conduct periodic, system-wide security audits of your users?  In this session, I will talk about Michigan State University’s Campus Solutions security journey thus far, from implementation in 2021 to present. Attendees will learn about the creation and use of a new set of dashboards, based in a complex reporting view in our enterprise data warehouse. Through group discussion and audience involvement, we will also exchange ideas for security audit best practices for your student systems.

CPE Credit:                         No

Primary Presenter:         Patrick Beatty  Michigan State University

Date & Time:                     3/6/2024 2:00 PM-3:00 PM

Session & Room*:            10831-North 232 ABC

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Technical and Reporting; Other

ERP System(s):                 Oracle, Other

Session Title:                     Adios Interaction Hub! How to retire the Interaction Hub and carry on business as usual.

Description:                       Princeton University recently successfully completed a project to retire the PeopleSoft Interaction Hub that combined the user experience for our PeopleSoft Campus Solutions and HCM applications. The goal was to do this without having any impact on user experience as well as to simplify our architecture and support needs. In this session we will talk about the drivers for why we made this change as well as go into the technical details of how this was accomplished. We will also talk about tips and tricks and discuss lessons learned along the way.

CPE Credit:                         Yes

Primary Presenter:         Ashutosh Hadap  Princeton University

Co-Presenter:                   James Childs  Princeton University

Date & Time:                     3/6/2024 2:00 PM-3:00 PM

Session & Room*:            10941-West 102 ABC

Focus Area:                        Innovative Workplace

Track & Sub-Category:   Technical and Reporting; User Experience

ERP System(s):                 Oracle, Workday, Ellucian

Session Title:                     Birds of a Feather - Technical and Reporting

Description:                       Come join members of the Technical and Reporting group and communities to discuss current challenges and issues you may be facing at your institution and learn how others are handling similar situations.

CPE Credit:                         No

Primary Presenter:         Dede Young  Northern Illinois University

Date & Time:                     3/6/2024 2:00 PM-3:00 PM

Session & Room*:            10576-North 122 ABC

Focus Area:                        Student Technology Portfolio

Track & Sub-Category:   Exhibitor; Technical & Reporting

ERP System(s):                 Oracle

Session Title:                     Get Current Faster by Isolating Customizations

Description:                       Learn techniques to isolate customizations to apply maintenance faster. New tools such as Drop Zones, Event Mapping, and Page and Field Configurator allow us to isolate customizations, but they present their own challenges. Learn how to deal with these challenges through this session.

CPE Credit:                         No

Primary Presenter:         Jim Marion  JSMPros

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