The Financial Aid Product Advisory Group is grateful to former member Shareen Thewke from University of Nebraska for starting this discussion. This blog post started as a post to the FA.INTL and FA.PS lists on 23 May, 2107. PLEASE ADD your issues discovered, experiences, and things to watch, along with how your institution solved them.
Our institution just upgraded to 9.2. For the most part, things worked very well. Our institution had a few things that we caught and were easily fixed but thought I would start a post. If any other school has upgraded or in the process of an upgrade and want to add their items, I think it will help those coming after us. These may not happen at your institution….. These are just things that happened to us.
- We did not have a great naming convention for our CC – Communications – Setup Communication – Communication Data Source so many of our custom data sources were not moved over in our initial run.
- We got the Data sources from #1 moved but only the name and not the data.
- All Data sources were unregistered. We had to find the two dates the system compares and force the registering to occur.
- We did not have a great naming convention for our Reporting Tools – BI Publisher – Report Definition. So, in our test environment, we did not have all of them we needed.
- Somehow, we lost the most recent template?? Needed to go to an old environment and import them.
- Translate values – Our custom translate values were not there. Need to find them and get them added.
- None of our custom, SACR – System Administration – Utilities – File Parser – File Mapping Definitions were moved. We needed to find them and move the file mapping ID as well as the content in it.
- Changes to the Message catalog. If you made changes to items in delivered Message Catalog entries, need to find ways to find those and track them.
- Set up ISIR Comment Codes (SACR – PR – FA – Application Processing – Maintain ISIR Comment Codes)
- For 9.2 there are comments codes that did not get deleted for 2017. Per Oracle, they now see they did not delete them for 9.2 but did delete them for 9.0. Make sure to delete them manually.
- Depending on when your upgrade teams run all of the scripts for this table, they could overwrite some of the changes you have make to values on this page. We did a compare and found we had made a couple of changes to 2018 data. So, our values got overwritten with the delivered value versus our data. The script did not ignore duplicates but instead overwrote the duplicate. However, if scripts were run possible in a different order, this might not have happened. Not sure but just be aware.
- Two EDI Manager pages were touched.
- PeopleTools - EDI Manager - Define EDI Transactions - Partner Profiles. On the CL_DESTIN profile, it reset our file path.
- PeopleTools - EDI Manager - Setup Trading Partners - External Partners, it wiped out all of our custom partners.
Please add to the list!!