2019-05-20 Meeting notes

Julia

• Rev Reporting Detail Reporting

• Vistar - Canadian Sales Tax Review

• New Sales Rep Dashboard

• Opportunity Reporting for Megan

• Boostr Training

  • On how to use the app, desktop presentation and use of it.

  • More training to come (reporting)

• 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 -

• Joining 10:30 AM Call today with CV for updates

• 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

Will be working remotely for the week.

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.

Tom

Tieing out 13 Reportal reports which have been moved to Looker.

Needs help with connecting to different databases.

Wally

Kyle and Kofi need help with Office 365 upgrade; it will be very labor intensive.