DG6: Basic Items Needed to Complete Deliverables for Security

Purpose:  As the DG6 colleges approach Go Live, a series of PeopleSoft Security tasks must be completed.  These tasks fall into three areas and timeframes:

  • 11/5/2021: Deadline to Alert Project Team of Readiness for Security Workbook Download In Preparation for UAT
  • 12/30/2021: Deadline to Alert Project Team of Readiness for Security Workbook Download In Preparation for ALL EMPLOYEES Load
  • 12/31/2021: In SVL Until Thursday Before Each College Go Live

Audience:  DG6 Local Security Administrators

11/5/2021: Deadline to Alert Project Team of Readiness for Security Workbook Download In Preparation for UAT

Task

  • Identify on Sprint 1 and Sprint 2 tab all College SMEs participating in UAT test activities
    • Identify all primary testers testing each step (1 person per row, with SID and  business function they’re testing where applicable [e.g. employee, manager, approver])
    • Identify any backup testers that would be poised to step in and test each step should you lose a resource

Resources

DG6 Security Support Sessions: 10/4/21 Open Q&A on Security Workbooks meeting recording

DG5/DG6 User Acceptance Testing for HCM

DG5/DG6 User Acceptance Testing for FIN

DG5/DG6 User Acceptance Testing for CS

 

 

Task

  • Evaluate employees on All Employees Cycle #3 tab for which employees would require additional roles beyond nominal access (standard employee/manager access) in a specific pillar

Resources

9.2 HCM: PS Security Re-Design

9.2 FSCM: PS Security Re-Design

9.2 CS: PS Security Re-Design

 

Task

  • Move a single row for each Employee identified as needing additional roles to the relevant pillar Roles for Staff tab

Resources

DG6 Security Workbook Roles 5-CS Roles for Staff, 5-HCM Roles for Staff and 5-FSCM Roles for Staff tabs.  Please read instructions in Row 2 of each pillar's tab.

 

Task

  • Mark those Employees on the pillar Roles for Staff tabs as participating in UAT Sprint 1 or 2

Resources

DG6 Security Workbook Roles 5-CS Roles for Staff, 5-HCM Roles for Staff and 5-FSCM Roles for Staff tabs.  Please read instructions in Row 2 of each pillar's tab.

 

Task

  • Assign the UAT testing roles for each Employee participating in UAT testing

Resources

DG5/DG6 User Acceptance Testing for HCM

DG5/DG6 User Acceptance Testing for FIN

DG5/DG6 User Acceptance Testing for CS

 

Task

  • Assign any additional security roles for each Employee participating in UAT testing believed necessary to perform their post Go Live work duties

Resources

9.2 HCM: PS Security Re-Design

9.2 FSCM: PS Security Re-Design

9.2 CS: PS Security Re-Design

CS Security Job Aids

 

 

Task

  • Assign Query security to all UAT testers that reflects the reporting access those employees will need at Go Live

Resources

Understanding Query Security

Using Query in SVX to Support Role Assignment Verification

DG5: Followup on Query Self-Paced Training in Module 6

12/30/2021: Deadline to Alert Project Team of Readiness for Security Workbook Download In Preparation for ALL EMPLOYEES Load

Task

  • Evaluate any newly added employees on All Employees Cycle #4 tab for which  employees would require additional roles beyond nominal access (standard employee/manager access) in a specific pillar

Resources

Local Security Management Sessions-DG5 8/12/2021 Meeting Recording

Local Security Management Sessions-DG5 8/19/2021 Meeting Recording

Local Security Management Sessions-DG5 8/26/2021 Meeting Recording

 

Task

  • Ensure a single row for each Employee identified as needing additional roles exists on the relevant pillar Roles for Staff tab

Resources

Security Workbooks-DG6 review instructions at the top of each tab

 

Task

  • Assign security roles for each Employee believed necessary to perform their post Go Live work duties

Resources

Security Workbooks-DG6 review instructions at the top of each tab

 

Task

  • Assign additional security values (User Preference Definition, SACR, Grants Security) to all employees that have been granted roles that require additional security

Resources

Security Workbooks-DG6 review instructions at the top of each tab

 

Task

  • Assign Query security to all employees that reflects the reporting access those employees will need at Go Live

Resources

Security Workbooks-DG6 review instructions at the top of each tab

12/31/2021: In SVL Until Thursday Before Each College Go Live

Task

  • Compare any role changes made to testers in UAT that should be applied to employees in SVL

Resources

Local Security Management Sessions-DG5 9/23/2021 Meeting Recording at approximately the 25:00 mark

 

Task

  • Remove any roles deemed unnecessary from users loaded to SVL from UAT or other  misunderstood processes where LSAs now better understand the correct role set for users

Resources

Exercises-PeopleSoft Security Administration Course, Module 1 Exercise 4

 

Task

  • Compare Pre-Prod access needs to roles granted in SVL.  Add access as needed.

Resources

Local Security Management Sessions-DG5 9/30/2021 Meeting Recording from the start

 

Task

  • Add any new employees who require additional role access into SVL to ensure their security is ready to migrate to Production

Resources

Exercises-PeopleSoft Security Administration Course, Module 1 Exercise 4

 

Task

  • Identify any shared employees between DG6 colleges or live colleges where role  clean-up may be needed.  Perform the role clean up in SVL and ensure any terminated employee role cleanup requests are made for cleanup in Production

Resources

Local Security Management Sessions-DG5 9/30/2021 Meeting Recording from the start

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