Overview

Background

Worktribe, the company responsible for producing the University’s pre-award/post-award research administration management system, releases 2 major versions of the application per year.

There is a requirement to keep within touching distance of the latest version in order that the University is able to take advantage of functionality which relates to key University business processes, e.g. leveraging performance and functional improvements, legislative changes, and increasing demand from research funders and our own researchers.

It is envisaged that the University will never be any more than one major release behind Worktribe’s schedule.

The scope of this project is to upgrade the University’s installation of Worktribe to v3.1 ensuring that it continues to operate as expected including:

  • Testing of processes adopted by the University
  • Testing of the interfaces presenting data to Worktribe from Finance, HR, and IDM
  • Testing of the outgoing interfaces between Finance and Worktribe
  • Testing of the external reporting solution (and the Worktribe BI Extract)
  • Testing of additional and/or enhanced functionality to the system
  • Modifying the single sign-on mechanism to use Shibboleth instead of Cosign
  • Upgrading WIKI pages and/or User Guidance

Once this upgrade has completed the supplier will commence auto patching on a monthly basis.

Scope

The scope of this project includes the following:

  • Upgrading all three environments (DEV, TEST and LIVE) to version 3.1 of Worktribe
  • Testing of processes adopted by the University
  • Testing of the interfaces presenting data to Worktribe from Finance, HR, and IDM
  • Testing of the outgoing interfaces between Finance and Worktribe
  • Testing of the external reporting solution (and the Worktribe BI Extract)
  • Testing of additional and/or enhanced functionality to the system - including the new automated patching functionality
  • Modifying the single sign-on mechanism to use Shibboleth instead of Cosign
  • Upgrading WIKI pages and/or User Guidance
  • Upgrading service test plans to encompass the changes engendered by the introduction of the automated patching functionality

 

Objectives & Deliverables

No. Description MoSCoW Owner
O1 To apply the Worktribe v3.1 upgrade to all necessary environments (DEV, TEST and LIVE)    
D1 Upgrades of Worktribe to v3.1 in DEV, TEST and LIVE environments at the University of Edinburgh Must Worktribe
O2 To fully test the version upgrade and how it is applied across our environments    
D2 Full tests of business processes adopted by the University on Worktribe application Must Project team
D3 Testing of the interfaces presenting data to Worktribe from Finance, HR, and IDM Must Project team
D4 Testing of the outgoing interfaces between Finance and Worktribe Must Project team
D5 Tests of the external reporting solution (and the Worktribe BI Extract) Must Project team
D6 Testing of additional and/or enhanced functionality to the system - in particular the new automated patching functionality Must Project team
O3 To modify the way single sign-on is used to log into Worktribe at UoE    
D7 Establishing Shibboleth as the preferred mode of signing onto Worktribe Should Worktribe/Project team
O4 To update any relevant user support pages in our Wiki and related guidance documentation    
D8 Updated versions of support materials Must Project team
D9 Updated service test plans to encompass the changes engendered by the introduction of the automated patching functionality Must Project team

 

Benefits

  • Worktribe is updated to the latest version, ensuring that supplier support is maintained
  • Security is improved by changing to Shibboleth
  • The business community will benefit for the resolution of bug fixes and additional functionality provided in the latest version

Success Criteria

  • Bug fixes resolved by upgrading to version 3.1
  • The upgrade of the Worktribe application is completed successfully in line with the software road map lifecycle

Project Milestones

Stage Milestone Due Date
Plan Planning milestone 16-Aug-2019
Build Build complete (DEV) 12-Sep-2019
Accept Integration & Acceptance complete 03-Oct-2019
Deliver Delivery 10-Oct-2019
Deliver Delivery sign-off 22-Oct-2019
Close Project closure 31-Oct-2019

Project Info

Project
Worktribe Upgrade v3.1
Code
RIS012
Programme
Research Information Systems (RIS)
Management Office
ISG PMO
Project Manager
David Watters
Project Sponsor
Dominic Tate
Current Stage
Close
Status
Closed
Project Classification
Run
Start Date
18-Jul-2019
Planning Date
16-Aug-2019
Delivery Date
21-May-2020
Close Date
24-Jul-2020
Programme Priority
4
Overall Priority
Normal
Category
Compliance