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Date

Participants

Goals

  • Review previous action items

  • Collect status updates from all team members

  • Outline new action items

Discussion topics

Presenter

Notes


Julia

  • Rev Reporting Detail Reporting

  • Vistar - Canadian Sales Tax Review

  • New Sales Rep Dashboard

  • Opportunity Reporting for Megan

  • Boostr Training

  • NetSuite Steering Committee - Meet with Maria

  • Boostr I/O Endpoints and Changes to Pivotal

Andrea

Previous Action Items - To be Addressed -

  • Karen RE: NS Backup Process

  • Avid RE: POC

RES Revamp Deploy - Learned a lot from this experience - notes for future deployments. Developing roadmap of existing projects preparing to deploy,

  • CRM & Data API

  • Boostr - working with Adam to correct new errors; requested the requirements from his dev team

  • Tipalti

  • PO Workflow

  • Schedule SandBox Refresh

Scope next projects in BMS Jira Backlog

  • Establish process and requirements

  • Integrations - Roles w/user ID & PW vs Token Based Authentication

  • Workflows - Diagram, forms, fields, roles, end users,

NS Steering Committee Meeting - Internal Captivate - To discuss status of projects and schedule deployments

Karen

Continuing process to archive Schedule and Verify log files to AWS S3 storage. Around 80 GB free now on CAP-ROCAP01.

Working on a logging process on CAP-CORPSQL01, to determine what's being run (in preparation for retirement).

Tested a database restore, from database archive moved to AWS S3 storage. Easy and quick!

Active Directory integration with AWS / OKTA

Abe

Worked with Julia to re-engage with Jawad; Provided access to:

  • Jira, Confluence

  • captivatedev.looker.com

  • captivatestaging.looker.com

  • CoreValue’s 'report directory'

RE Sales Project Fields in Looker

Tableau Product Selection and Procurement

Frank

  • Working with Fortified Data to design the new Traffic Database server

  • Continuing progress on the API Integration. Vistar and Rubicon nearly complete. Pending requirements for Hivestack.

  • Going to work with Logan Data to evaluation the AWS environment and connect it to the Captivate Domain.

  • Working with Fortified Data to fix many of the improper SQL Server configurations across the whole environment. Performance should improve noticeably after Wave 1 of the project.

Action items

  •  

Decisions