2017/10/25 Council Agenda Packet

NOTE: The upgrade conversion routine does not automate the upgrade of interfaces,client security settings, hyperlinks,saved reporting criteria,information bars, billing formulas, bill prints, notices & receipts and custom reports. Advanced and Everett will need to configure these manually as identified below. Advanced is responsible for converting/configuring ■ All billing formulas required by Everett in Version 4 ■ Current bill prints,notices and receipts ■ Generic Information Bars ■ Interfaces (Delivered at Integration Testing) Billing formulas, bill prints, notices and receipts will be available for Functional Testing phase. Generic Information Bars will be delivered with the Initial V4 Upgrade Conversion and Interfaces will he delivered for the Integration Test phase. Everett is responsible for converting/configuring: ■ User security ■ Custom reports ■ Report Criteria ■ Hyperlinks Configuration of security and custom reports are required for the Integration Testing phase. Configuration of saved reporting criteria and hyperlinks are required for the Functional Test phase. Prior to the completion of the Initial Upgrade Conversion Everett will select a group of Baseline Accounts. Baseline Accounts provide Everett's staff with a point of reference when completing testing. The Baseline Accounts represent a cross-section of account types and include accounts handled differently than"normal"accounts. For example, a sample of an account for each rate code, an account with automatic withdrawal, accounts with multiple meters,and account with compound meters are all examples of accounts that should be included in Everett's Baseline Accounts,as applicable. As part of the Initial Upgrade Conversion, Everett will undertake testing of the Version 4 Upgrade conversion. Everett's project manager will coordinate the completion of the Version 4 Upgrade conversion testing and submit any issues identified in Team Support.This testing will provide Advanced with information relating to upgrade conversion anomalies to be corrected. Re-testing of identified conversion issues will be necessary. During Initial Upgrade Conversion testing(and subsequent test phases),Advanced will access Everett's server in order to upload data corrections,with the assistance of Everett's technical staff.The users will re-test anomalies based on initial test results and established Baseline Accounts. 11 [P ii 38