# Presentation: 874466

## Information Management

- Project Status Report
- June 13, 2006

## Introduction

- Workflow
- CST Applications
- TAP
- Remedy
- Leave/Travel
- DocDB
- Conference/Meeting Management
- Organization Maintenance
- Completed Tasks
- New Responsibilities
- _[IM Project List in Plone](https://plone4.fnal.gov/P1/Main/CD/proj/eiu/General%20Documents/IM%20Projects.pdf)_

## Workflow Tool

- AlphaFlow selected.
- Plone plug-in
- Open source
- Supports all known workflow processes
- XML based rules
- Training
- Pilot:  Leave/Travel requests
- Potential replacement for Matrix

## CST Applications

- FCIRT Ticket Tracking
- Remedy-based
- StrataCom Consulting
- Email tracking portion is being tested
- Risk Analysis
- Maintenance screens in production
- Questionnaire progressing well

## Task, Activities & Projects

- Responsibility transferred to the IDS group
- Effort Reporting and Budget Input data syncing (one-way) from MS Access to Oracle repository
- Eliminate MS Access after the FY2007 budget input process
- Redesign if sufficient resources are available
- Oracle Workbench – a tool to convert non-Oracle databases to Oracle

## Remedy

- In sync with Footprints @ IU
- Many thanks to Stan
- Rebuilding the HD form and CGI
- Reorganizing the PTIs for better metrics
- Automatic assignment based on PTI
- Automated email processing to ease workload on helpdesk personnel
- CGI to run on the central web server and it will not rely on any DB
- May revive the Knowledgebase
- Interface with MISJOB

## Leave / Travel

- First application to use AlphaFlow, which has slowed development while we traverse the learning curve
- Phase I (simple leave requests) in user testing
- Phase II (domestic travel) in beta testing
- Use of Fermilab KCA Certificates is still an issue for some

## Leave/Travel Requests

## DocDB

- Code moved to SourceForge – issue tracking, feature request tracking
- 8 New instances of DocDB
- CD, Dark Energy Survey, LArTPC, MINOS, MINERvA,, NFMCC, NOVA, Fermilab Projects
- New Features
- cross-searching on other DocDB installations
- Google-like search function
- Calendar of events
- Many changes to meeting administration (as a result of feedback from Admin group)

## DocDB

- Issues
-  Scalability
- each instance requires its own virtual host
- each instance has its own set of configuration files
- Long-term Support
- Certificate use
- many, particularly those from outside CD, are resistant to the possibility of requiring certificate authentication

## DocDB

- Future Plans
- Arbitrary topic hierarchies
- A DocDB Working Group has been formed to evaluate further needs

## Conference/Meeting Management

- SPMS
- Registration module completed and in use at EPAC06
- Still no good documentation
-  CERN hopes to start this after EPAC06
-  perhaps CDO can contribute
- InDiCo
- CD is running an instance for Fermilab
- Investigating integration with DocDB
- How do we interest the PPD Conference Office?

## Organization Maintenance

- Used by AlphaFlow to determine workflow and alternate approvers
- ESHTRK used to determine Organizational Roles
- MISCOMP used to determine Functional Roles
- Budget Officer, Safety Officer
- ESHTRK
- Tracks deputy, associates and assistants
- Tracks organization type
- Tracks parenthetical membership
- Online org chart reflect new features
- Export to Org Chart Plus software
- Syncs to MISCOMP
- _[Example](http://iceman.fnal.gov/pls/default/org_chart.html?org=CD)__ ESHTRK Organization Chart_
- Precursor for replacing Matrix

## Miscellaneous

- Capture and track Grid certificates for authentication in addition to Fermilab KCA certificates
- EquipDB updates for CDF
- Automation of User Accounts
- creation and termination of accounts
- CST SysAdminDB
- subscribe/unsubscribe to/from group level mailing lists based on Org Chart

## Completed TasksNot a Complete List

- Oracle iAS upgrade and migration
- iAS 10g
- New hardware, separated from DB
- PL/SQL API wrapper
- Python, Java & Perl
- Remote accounts
- Support for multiple VOs (IU)
- User DB conversion to Oracle

## New Responsibilities

- System Status Page framework
- DocDB
- Administration still with CDO
- Integration with InDiCo
- Integration with SPMS
- Budget Input Application
- Effort Reporting