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Brio Upgrade Note to ADW Users

 

On July 26th, 2004, Cornell announced to all Brio users that the university would upgrade to a new version of Brio.  During the months of September and October 2004, Cornell migrated from Brio Version 6 to Brio/Hyperion Version 8. Brio 6 was deactivated on October 31, 2004.

 

By the time of implementation, all ADW documents and standard reports on the Brio 6 portal were migrated and tested.  The folder structure and content of the new Brio 8 portal Web site remains the same; you will see and use the same standard reports currently in existence.  Thus, the migration should have minimal impact on those of you who only use our standard reports. 

 

Once Brio is upgraded to version 8, this will be the active version for all data marts for which you have access, including ADW, Sponsored Projects, HR Payroll, Budget, Student, and Contributor Relations.

 

HOWEVER, any locally-saved Brio documents you created in Brio 6 will not work in Version 8, unless they are updated by the data mart owners. 

 

Please contact us uco-acctrpt@cornell.edu  as soon as possible with any questions or concerns.

 

 NOTE:  Direct all questions concerning your Budget Data Mart queries to Deb Fyler .

 

How can you make migration to version 8 as easy as possible for yourself? 

  1. Take time now to look over your locally saved Brio documents and decide if they are worth keeping. 
    • Are there similar documents on the Brio portal that you can use instead with no or minimal alterations?
    • Are they 'mission critical' to your unit? 
    • Do you run them on a regular basis, (for example, daily or weekly), only once or twice a year, or do you have some that may not have been run in over a year?
    • If you have many documents that are similar (for example, with different limits)?  Consider migrating only one that you can then build from.

  2. Once you have identified those locally saved documents that you must preserve and migrate; put them in a folder labeled version 6.  Decide which documents must be immediately available to you vs. those that you may not need until later (for example, year end).

As far as we know, the migration process will look like this:

  1. You will send your locally saved documents/reports to us at uco-acctrpt@cornell.edu  for evaluation.  If they meet certain criteria, we will process them in Version 8 in order to make them usable.  (Some documents/reports you send us may need to be completely rebuilt to ensure processing efficiency and valid results.)
  2. We will verify that they work, save as version 8 documents, and then send the document back to you.  It is very important that you store these version 8 documents separately from the unusable version 6 files. We recommend creating a new version 8 folder on your computer for these new documents.
  3. Once you've been contacted about upgrading your Insight plugin from version 6 to version 8, you should delete those version 6 documents that have successfully migrated to version 8.

We will need to limit the number of documents that we can publish at initial migration to 10 per department/college user.  Please provide an estimate, (via e-mail to uco-acctrpt@cornell.edu  by no later than October 1, 2004) of the number of reports you will want published for November of 2004.


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