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EDW for Finance Transformation Release 19 is Now Available

Enterprise Data Warehouse (EDW) has released an update in UWODS and WDFinDataMart in support of UW Finance Transformation (UWFT). For an overview of how EDW is adapting to support UWFT, refer to EDW for Finance Transformation.

Monthly Scheduled Releases

Updates to UWODS and WDFinDataMart are released on the same monthly schedule. This allows us to better synchronize with Enterprise Data Platform’s release schedule for Finance Transformation. For more information, refer to the Data Availability Timeline.

What’s New in EDW Release 19

Database

Overview of Release
UWODS
  • This release includes 20 new tables and 156 columns were added to existing tables.
  • Introduced Breaking Changes by removing columns from a table.

New or Revised Frequently Asked Questions (FAQ) available – See FAQ | UWODS to learn more about this updated FAQ!

Known Data Issues are as follows:

  • Some Tables are missing data. See: Tables Missing Data | UWODS
  • Truncated data due to bad test data not following expected standards
  • Some definitions are unknown

For more information, refer to UWODS – Release 19. For support, refer to Support l UWODS.
WDFinDataMart
  • This release includes 1 new table with 26 fields, including:
    • RecordLoadDttm
    • RecordUpdateDttm
  • Updates to 2 existing tables with new fields to both tables
  • Updates to 4 existing views with new fields to all views
  • There were no Breaking Changes for this release.

New or Revised Frequently Asked Questions (FAQ) available – See FAQ l WDFinDataMart to learn more about this updated FAQ!

Known Data Issues

For more information, refer to WDFinDataMart – Release 19. For Support, refer to Support l WDFinDataMart

 

EDW Release Schedule

We have already started working on next month’s release. Bookmark Release Notes | UWODS and Release Notes | WDFinDataMart to follow our progress.

Support Available to Transition Human Resource/Payroll Data from ODS to UWODS

When UW Finance Transformation (UWFT) goes live, the current state ODS database will be frozen and the UWODS database will be introduced. For more information, refer to Transitioning HR Data from ODS to UWODS.

New Emerging Guidance for Writing Code Using Finance Data in WDFinDataMart and UWODS

We have provided a link on the UWODS and WDFinDataMart Sample Queries pages that take you to a resource where you can find sample queries for common finance related questions. This resource is under construction and restricted to current EDW and BI Portal finance data viewers. Use at your own risk.

You will find this link under the Finance Data Concepts and Queries section on these pages:

Upcoming Data Tenant Changes in EDP for FT Environments

Some EDP environments will be subject to multiple data tenant switches during the month of April to support various UWFT activities. If you are accustomed to using the following environments for your development and testing work, these environments may not reflect the data you think it should during this time:

  • UWODS TEST
  • WDFinDataMart TEST

For more information, including the schedule, recommended actions, and guidance on how to access more reliable data during this time, refer to Important Notice – Upcoming Data Tenant Changes in EDP for Finance Transformation Environments.

Join Us for Enterprise Reporting and Analytics (ERA) Office Hours

EDW Subject Matter Experts are now available during the Enterprise Reporting and Analytics (ERA) Office Hours every Friday from 9 to 10.
Please drop in to ask your UWODS and WDFinDataMart questions. You can either sign up ahead of time or drop by during the session:

EDW Data Load Status for Production and Test Environments

Based on our requests from customers, we have published a new stand alone EDW Data Load Status page for both EDW Production and Test environments. This replaces the Data Load Status information that was previously embedded in the EDW help page. Please update your bookmarks accordingly.

New EDP for FT Resource Available

EDP for Finance Transformation offers services that reflect the Foundation Data Model (FDM) and Finance Reference Data; however, because the changes to finance data are so transformational, we are not able to answer questions that are specific to your unit or provide guidance on how to use this data. Fortunately, there are various UWFT resources available to help with this aspect of the transformation and we’ve compiled a list of these resources on the Resources for Understanding Finance Transformation page. We will update this page as more resources are identified, so please watch for updates.

EWS EVAL Release 19 is Now Available

Enterprise Web Services (EWS) has released an update in EVAL for multiple web services in support of UW Finance Transformation (UWFT). For an overview of how EWS is adapting to support UWFT, refer to EWS for Finance Transformation.

Monthly Scheduled Releases

  • EVAL: Updates to EVAL environments for all EWS services are released on the same monthly schedule. This allows us to better synchronize with Enterprise Data Platform’s release schedule for Finance Transformation. For more information, refer to the Data Availability Timeline.
  • PROD: Updates to PROD environments for all EWS services now reflect changes from the previous month’s EVAL release (for example, if EVAL reflects Release 19, then PROD reflects Release 18).

What’s New in EWS Release 19

Web Service Overview of Release
FWS v2 (Outbound)
  • Introduced Breaking Changes to the /LedgerYear resource due to field renaming. 
  • Renamed XML tags for all branch resources; organization-based branch resources received additional XML updates. 
  • Added fields to the following resources: /CustomerInvoice, /Journal, /LocationHierarchy, /PayrollJournal, and all branch resources.
  • Removed /Related Worktag functionality for /CustomerInvoice as it was added in error.
  • Fixed bugs in the following resources: /BllingSchedule, /CustomerInvoice, /CustomerInvoiceAdjustment, /CustomerRefund, /LedgerYear, and /ObjectClass.

For more information, refer to FWS Reference Data (Outbound) – Release 19. For support, refer to Support | FWS.
FWS v2 (Inbound)
  • Introduced a Breaking Change by updating /accounting_journal to require LineDetails.LineOrder.
  • Updated /context to include accurate line identifiers in error details.
  • Updated /validate_worktags to remove unnecessary validation type.

For more information, refer to FWS Common Transactions (Inbound) – Release 19. For support, refer to Support | FWS.

Updated service documentation now available! The updates include topics such as error and line identifier handling. For more information, refer to Documentation | FWS Inbound.
HRPWS v3
  • Added the HRPWS v3 /Location resource for worker-specific locations.
  • Updated the /Person First Name, Preferred First Name, and Legal First Name search parameter to allow filtering by a single character.

For more information, refer to HRPWS v3 – Release 19. For support, refer to Support | HRPWS.

Upcoming Data Tenant Changes in EDP for FT Environments

Some EDP environments will be subject to multiple data tenant switches during the month of April to support various UWFT activities. If you are accustomed to using the following environments for your development and testing work, these environments may not reflect the data you think it should during this time:

  • FWS v2 DEV Outbound
  • UWODS TEST
  • WDFinDataMart Test

These tenant switches also impact the ability to validate common transactions submitted via FWS v2 EVAL Inbound. For more information, including the schedule, recommended actions, and guidance on how to access more reliable data during this time, refer to Important Notice – Upcoming Data Tenant Changes in EDP for Finance Transformation Environments.

New EDP for FT Resource Available

EDP for Finance Transformation offers services that reflect the Foundation Data Model (FDM) and Finance Reference Data; however, because the changes to finance data are so transformational, we are not able to answer questions that are specific to your unit or provide guidance on how to use this data. Fortunately, there are various UWFT resources available to help with this aspect of the transformation and we’ve compiled a list of these resources on the Resources for Understanding Finance Transformation page. We will update this page as more resources are identified, so please watch for updates.

Welcome to eSignatures News

Welcome! On this site we will share the latest updates in DocuSign releases as well as changes to the eSignatures service that we’re making here at the UW. We will highlight areas of interest based on customer input and improvements implemented by our team. We’re looking forward to sharing more with you soon!

We’ve received several questions recently about the use of Shared NetIDs for a team’s workflow. While there are cases where these can be used, careful consideration is needed to evaluate the risk of doing so. In the course of discussing use cases with our customers, we often find there are solutions that can work just as well or better without the increased security risks. 

One major update that DocuSign has made in the past few months is the rolling out of “Shared Access.” This feature allows users to manage, follow up on, and even send on each other’s behalf, much in the same way as they would with their own envelopes.

You can learn more about Shared Access from DocuSign here. If you are interested in setting up shared access for yourself and members of your team, please reach out to us directly at eSignatures Help and we’d be glad to set up a time to discuss with you.

Next Delegated Admin Training Information

Our next Delegated Administrator training session will be held on Friday, April 14th 2023 at 9:30 AM PST.

DocuSign Admin Release Notes

Latest release notes from DocuSign (3/21/2023)

Important Notice – Upcoming Data Tenant Changes in EDP for Finance Transformation Environments

Updated April 19, 2023

Some EDP environments will be subject to multiple data tenant switches during the month of April to support various UWFT activities. If you are accustomed to using the following environments for your development and testing work, these environments may not reflect the data you think it should during this time. 

Tenant build 5.0 data is now available in FWS v2 EVAL and UWODS/WDFinDataMart PROD environments per the EDP FT Environment Schedule.

Environment Expected Dates for Unreliable Data Recommended Action Link to Reliable Environment
FWS v2 DEV Outbound March 30 – May 3
  • If you require a more reliable environment, we strongly recommend that you choose the EVAL environment instead.1
  • If you plan to participate in UWFT activities, like Cutover Dress Rehearsal, then plan to use FWS v2 DEV.2 
 FWS v2 EVAL Outbound: https://wseval.s.uw.edu/financial/v2/
FWS v2 EVAL Inbound March 30 – May 3 If you are accustomed to using the FWS v2 DEV Outbound environment to validate common transactions submitted using the FWS v2 EVAL Inbound environment, the data that you validate may not reflect the data you think it should during this time. 

  • If you require a more reliable environment, we strongly recommend that you choose the End-to-End (E2E) Inbound environment to post transactions and validate using the FWS v2 EVAL (Outbound) and/or UWODS/WDFinDataMart PROD environment.
  • If you plan to post transactions as part of UWFT activities, like Cutover Dress Rehearsal, then plan to use the FWS v2 EVAL (inbound) environment. Use the FWS v2 DEV (outbound) and/or UWODS/WDFinDataMart TEST environment to validate.2 
 Post transactions via:

Validate transactions via:

-OR-

  • UWODS/WDFinDataMart PROD: edwpub.s.uw.edu (SQL Server)
UWODS/WDFinDataMart TEST March 30 – May 4
  • If you require a more reliable environment, we strongly recommend that you choose the applicable PROD environment instead. 
  • If you plan to participate in UWFT activities, like Cutover Dress Rehearsal, then plan to use the applicable TEST environment.2 
 edwpub.s.uw.edu (SQL Server)

1For guidance on validating common transactions during this time, refer to the Recommended Action for FWS v2 EVAL Inbound in the table above.

2For specific dates scheduled for data tenant switches, refer to the EDP FT Environment Schedule. We will update this schedule as needed.

EDW for Finance Transformation Release 18 is Now Available

Enterprise Data Warehouse (EDW) has released an update in UWODS and WDFinDataMart in support of UW Finance Transformation (UWFT). For an overview of how EDW is adapting to support UWFT, refer to EDW for Finance Transformation.

Monthly Scheduled Releases

Updates to UWODS and WDFinDataMart are released on the same monthly schedule. This allows us to better synchronize with Enterprise Data Platform’s release schedule for Finance Transformation. For more information, refer to the Data Availability Timeline.

What’s New in EDW Release 18

Database Overview of Release
UWODS
  • This release includes 36 new tables and 366 columns were added to existing tables.
  • Introduced Breaking Changes by renaming and removing fields in multiple tables.

New or Revised Frequently Asked Questions (FAQ) available – See FAQ | UWODS to learn more about this updated FAQ!

  • How can I find data that shows the relationship between Worktags?

Known Data Issues are as follows:

    • Some Tables are missing data. See: Tables Missing Data | UWODS
    • Truncated data due to bad test data not following expected standards
    • Some definitions are unknown

For more information, refer to UWODS – Release 18. For support, refer to Support l UWODS.
WDFinDataMart
  • This release includes 1 new table with 22 new columns.
  • Introduced Breaking Changes by renaming and removing fields in multiple tables.

New or Revised Frequently Asked Questions (FAQ) available – See FAQ l WDFinDataMart to learn more about this updated FAQ!

  • How can I identify all gifts within my Cost Center?

Known Data Issues

For more information, refer to WDFinDataMart – Release 18. For Support, refer to Support l WDFinDataMart

 

EDW Release Schedule

We have already started working on next month’s release. Bookmark Release Notes | UWODS and Release Notes | WDFinDataMart to follow our progress.

Support Available to Transition Human Resource/Payroll Data from ODS to UWODS

When UW Finance Transformation (UWFT) goes live, the current state ODS database will be frozen and the UWODS database will be introduced. For more information, refer to Transitioning HR Data from ODS to UWODS.

New Emerging Guidance for Writing Code using Finance Data in the WDFinDataMart and UWODS

We have provided a link on the UWODS and WDFinDataMart Sample Queries pages that take you to a resource where you can find sample queries for common finance related questions. This resource is under construction and restricted to current EDW and BI Portal finance data viewers. Use at your own risk.  

You will find this link under the Finance Data Concepts and Queries section on these pages:

Join Us for Enterprise Reporting and Analytics (ERA) Office Hours

EDW Subject Matter Experts are now available during the Enterprise Reporting and Analytics (ERA) Office Hours every Friday from 9 to 10.
Please drop in to ask your UWODS and WDFinDataMart questions. You can either sign up ahead of time or drop by during the session:

Support EDW Data Load Status for Production and Test Environments

Based on our requests from customers, we have published a new stand alone EDW Data Load Status page for both EDW Production and Test environments. This replaces the Data Load Status information that was previously embedded in the EDW help page. Please update your bookmarks accordingly.

EWS EVAL Release 18 is Now Available

Enterprise Web Services (EWS) has released an update in EVAL for multiple web services in support of UW Finance Transformation (UWFT). For an overview of how EWS is adapting to support UWFT, refer to EWS for Finance Transformation.

Monthly Scheduled Releases

  • EVAL: Updates to EVAL environments for all EWS services are released on the same monthly schedule. This allows us to better synchronize with Enterprise Data Platform’s release schedule for Finance Transformation. For more information, refer to the Data Availability Timeline.
  • PROD: Updates to PROD environments for all EWS services now reflect changes from the previous month’s EVAL release (for example, if EVAL reflects Release R18, then PROD will reflect Release R17).

What’s New in EWS Release 18

Web Service Overview of Release
FWS v2 (Outbound)
  • Introduced Breaking Changes by removing or modifying fields in the following resources:
    • /Plan
    • /Appropriation
  • Introduced Breaking Changes by renaming XML nodes in the following resources:
    • /ActivityHierarchy
    • /AssigneeHierarchy
    • /Award
    • /BalancingUnitHierarchy
    • /Billing Schedule
    • /BusinessEntityContact
    • /Company
    • /CompanyHierarchy
    • /CostCenterHierarchy
    • /Customer
    • /DebtHierarchy
    • /ExpenseItem
    • /FunctionHierarchy
    • /Gift
    • /InstitutionalInitiativeHierarchy
    • /LedgerAccountSummary
    • /LedgerYear
    • /Location
    • /LocationHierarchy
    • /PurchaseItem
    • /RegionHierarchy
    • /RelatedWorktag
    • /ResourceHierarchy
    • /Sponsor
    • /Supplier
  • Introduced Breaking Changes by renaming the /RelatedWorktags resource to /RelatedWorktag (singular).
  • Added or updated fields in the following resources:
    • All tree resources
    • /AwardTask
    • /CostCenter
    • /Reference
  • Updated the following resources to allow for Near Real Time (NRT) functionality:
    • /RelatedWorktag?Type={Entity}
    • /{Entity}/{refID|WID}/RelatedWorktag in FWS v2
  • Updated all FWS v2 model and controller names in Swagger.

For more information, refer to FWS Reference Data (Outbound) – Release 18. For support, refer to Support | FWS.

Updated Frequently Asked Questions (FAQ) available! When searching across all resources, the SearchID resource will only return a maximum of 10 records, even if there are more records that meet the search criteria. For more information, refer the following question on the FAQ | FWS page:

  • How can I search by a Reference ID?
FWS v2 (Inbound) There were no customer-facing changes for FWS v2 (Inbound) introduced in this release.
HRPWS v3
  • Updated the following resources by adding or reordering fields and updating text in Swagger:
    • /AcademicUnit
    • /SupervisoryOrganization

For more information, refer to HRPWS v3 – Release 18. For support, refer to Support | HRPWS.

Action required to preserve content in UW Google Shared Drives

A version of this message was sent to affected audiences on 2/14/2023. Additional audiences will receive this message on 2/28/2023.

Please note: These changes affect only Shared Drives. These changes do not affect personal UW Google Drives. 

What is happening and when  

UW Google Shared Drives (Shared Drives) that do not have a current UW employee with a UW email address in the Manager role will be restricted beginning in March 2023. (The Manager role is the highest level of permissions in a Shared Drive.) 

You will still be able to view and download existing files in restricted Shared Drives, but you will be unable to add new files to restricted Shared Drives.  

Any Shared Drives that are still restricted in August 2023, including all files within, will be permanently deleted beginning in August 2023.   

Important Dates 

  • March 22, 2023: Shared Drives without a current UW employee’s UW Google account in the Manager role will be restricted 
  • Files in a restricted Shared Drive can still be accessed and the content downloaded, but the Shared Drive will not accept any further uploads or file updates  
  • Restricted Shared Drive names will be changed on March 22 to indicate that they are now restricted 
  • August 29, 2023: Restricted Shared Drives and all files within them will be permanently deleted, with no option for recovery 

What you need to do 

Review the Shared Drives you have access to and look for Shared Drives without a Manager. 

If you do not want the restricted Shared Drives deleted, submit a request to have your current UW employee UW Google account (associated with a UW NetID) promoted to the Manager role. 

If you no longer need the Shared Drive, download the files you wish to keep from a Shared Drive. 

Shared Drive policies 

The Shared Drive lifecycle policy now requires that all Shared Drives must have at least one current UW employee’s UW Google account in the Manager role. For more information regarding related UW policies, please see the following resources: 

What to do if you need help 

UW Google Changes project is the best resource for more information on the status, milestone and details of the project. 

We recommend that you consult first with your local IT support group, as they are the experts on your data and technology needs. If this is not an option for you, reach out to UW-IT at help@uw.edu or 206-221-5000. 

Thank you for your understanding and support as the University of Washington adjusts to these significant changes. 

UW-IT 

Redesigned Knowledge Navigator launches with enhancements

UW-IT’s Information Management team members, in collaboration with the Program Management Office, successfully launched the redesigned Knowledge Navigator (KN) application. Over the course of the past six months, development, interface refinement, testing and debugging have resulted in backend efficiencies and a streamlined experience for users. 

Redesign launch and enhancements

Knowledge Navigator’s redesign launched on Feb. 14 and while most of the work affected the backend of the application, KN users benefit from some enhancements: 

  • Streamlined home page 
  • Improved search features 
  • Better Help functionality 
  • Infrastructure improvements and efficiencies 
  • Increased security 

Updated Home page

Knowledge Navigator’s new Home page boasts a clean, contemporary interface. 

 

 

 

 

 

 

 

 

 

Expanded Help page

Knowledge Navigator’s redesigned Help page includes a variety of topics to support KN customers’ experience. 

  • Getting started – links to a user guide and video 
  • Resources – information on where data terms come from 
  • Search Tips – ways to improve your search results 
  • Support – how to get the help you need 
  • FAQ – answers to your questions

TAKE NOTE:  

  • Throughout the redesigned application the word “visualizations” has been replaced with the word “dashboards.” 
  • Check your favorites and/or bookmarks; they may have changed during the redesign. 

Recent work leading up to launch  

  • Code refactoring to leverage AuraDB (cloud-based Database-as-a-Service solution)  
  • Implementing a new search engine using Microsoft Azure Cognitive Search 
  • Help functionality 
  • Testing and debugging  

Why is Knowledge Navigator important?

Knowledge Navigator displays business terms, their definitions, and data relationships in a web-based application that’s accessible to all staff, researchers and administrators at the UW. KN provides context to data used across the University and is its one source for finding and understanding information across critical subject areas (Student/Academic, Human Resources, Financial, Research Administration).  

Knowledge Navigator helps decision makers across the UW speak the same language, which makes collaboration and decision-making easier and smarter. 

LEARN MORE

For information about the team who worked on the KN redesign and the work involved, refer to the IT Connect Service News article from Jan. 23.  

Get a live demo of the redesigned KN on March 27

Attend the March 27 BI (Business Intelligence) webinar where you’ll learn about the redesigned Knowledge Navigator and new FT definitions. Use the button below to register or paste the following URL in your browser. https://www.trumba.com/calendars/sea_uwit-im-era?eventid=165028478 

REGISTER NOW

Questions?

If you need more information or have questions, please contact us at help@uw.edu with “KN Redesign” in the subject line.

 

Major changes coming to UW Google Shared Drives

A version of this message was sent to users of UW Google Shared Drives on Wednesday, January 25, 2023.

What is happening and when

UW Google Shared Drives (Shared Drives) that do not have a current UW employee with a UW email address in the Manager role will be restricted beginning in March 2023. (The Manager role is the highest level of permissions in a Shared Drive.) You will still be able to view and download existing files in restricted Shared Drives, but you will be unable to add new files to restricted Shared Drives.

Any Shared Drives that are still restricted in August 2023, including all files within, will be permanently deleted beginning in August 2023.

Please note: These changes affect only Shared Drives that do not have a current UW employee in the Manager role. These changes do not affect your personal UW Google Drive.

Next steps

If you have an account that will be affected by this change, you will receive instructions in the next two or three weeks for next steps you can take.

Why these changes are happening

The UW requires that all Shared Drives have at least one UW employee as the responsible party (Manager), for risk management, records management, data privacy and budget approval reasons. Additionally, UW employees must use their UW email address (@uw.edu) in the Manager role.

For more information regarding these policies, please see the following resources:

The future of Shared Drives

Due to changes implemented by Google, Shared Drives will become a fee-based service beginning in July 2024.

Storage tiers, quotas, and rates for Shared Drives will be announced later in 2023. We hope to provide this information in advance for departments to budget the costs for the upcoming year.

Help

UW Google Changes project has more information on the status, milestone and details of the project.

We recommend that you consult first with your local IT support group, as they are the experts on your data and technology needs. If this is not an option for you, reach out to UW-IT at help@uw.edu or 206-221-5000.

Thank you for your understanding and support as the University of Washington adjusts to these significant changes.

UW-IT

EDW for Finance Transformation Release 17 is Now Available

Enterprise Data Warehouse (EDW) has released an update in UWODS and WDFinDataMart in support of UW Finance Transformation (UWFT). For an overview of how EDW is adapting to support UWFT, refer to EDW for Finance Transformation.

Monthly Scheduled Releases

Updates to UWODS and WDFinDataMart are released on the same monthly schedule. This allows us to better synchronize with Enterprise Data Platform’s release schedule for Finance Transformation. For more information, refer to the Data Availability Timeline.

What’s New in EDW Release 17

Database
Overview of Release
UWODS
  • This release includes 9 new tables, 2 new views, and 22 columns were added to existing tables.
  • Introduced Breaking Changes by renaming and removing fields in multiple tables. Breaking Changes also includes Worktag tables that have been redesigned and replaced with a new set of tables.
    • UWODS.sec.RelatedWorktag
    • UWODS.sec.RelatedWorktagAllowedWorktag
    • UWODS.sec.RelatedWorktagDefaultWorktag
    • UWODS.sec.RelatedWorktagWorktagType

Known Data Issues are as follows:

  • Some Tables are missing data. See: UWODS Tables Missing Data
  • Truncated data due to bad test data not following expected standards
  • Some definitions are unknown

For more information, refer to UWODS EDW Release 17. For support, refer to Support l UWODS.
WDFinDataMart
  • This release includes 1 new table.
  • There were no breaking changes for Release 17.

Known Data Issues

For more information, refer to WDFinDataMart EDW Release 17. For Support, refer to Support l WDFinDataMart

EDW Release Schedule

We have already started working on next month’s release. Bookmark Release Notes | UWODS and Release Notes | WDFinDataMart to follow our progress.

Support Available to Transition Human Resource/Payroll Data from ODS to UWODS

When UW Finance Transformation (UWFT) goes live, the current state ODS database will be frozen and the UWODS database will be introduced. For more information, refer to Transitioning HR Data from ODS to UWODS.

New Emerging Guidance for Writing Code using Finance Data in the WDFinDataMart and UWODS

We have provided a link on the UWODS and WDFinDataMart Sample Queries pages that take you to a resource where you can find sample queries for common finance related questions. This resource is under construction and restricted to current EDW and BI Portal finance data viewers. Use at your own risk.

You will find this link under the Finance Data Concepts and Queries section on these pages:

EDW Data Load Status for Production and Test Environments

Based on our requests from customers, we have published a new stand alone EDW Data Load Status page for both EDW Production and Test environments. This replaces the Data Load Status information that was previously embedded in the EDW help page. Please update your bookmarks accordingly.