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Migrating to the Cloud with Deltek First GovCon Essentials
Tony D’Ambrisi, Sr. Product Director, DeltekGC-479
2 ©2012 Deltek, Inc. All Rights Reserved
This session will discuss the benefits of moving to the cloud and the packaging of Essentials and Essentials Plus. Tony D'Ambrisi, Sr. Product Director for GovCon Essentials, will discuss the steps to move you to the cloud and will provide a demonstration on Program Manager Reporting, a powerful tool available only with GovCon Essentials. Beginner Level.
Migrating to the Cloud with GCE
3 ©2012 Deltek, Inc. All Rights Reserved
Agenda Deltek First Cloud
Deltek First for GovCon - Solution Offerings
Steps to move to the Deltek First Cloud
Mechanics of the Cloud
Migrating to the Cloud with GCE
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Deltek First Cloud
The market demanded Cloud based solutions
What do all of these vendors have in common?
5 ©2012 Deltek, Inc. All Rights Reserved
Why is the market moving to Cloud?
Deltek First Cloud
CloudMaintenance Free
Higher Quality
Less Risk
Accessibility
Same or Lower TCO
6 ©2012 Deltek, Inc. All Rights Reserved
Higher Quality Up-to-date and Optimized
systems Latest Security Ongoing Monitoring Availability and Disaster
Recovery Scalability
Deltek First Cloud
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Maintenance Free &Less Risk
Patch & upgrade database, application, backup and security software
Server maintenance & Upgrades
Disaster recovery & Business continuity planning
Proper backup plan including offsite backup
Deltek First Cloud
8 ©2012 Deltek, Inc. All Rights Reserved
Accessibility Available anywhere there
is internet connectivity Convenient company
portal page Singe Username &
Password Staff is available
24x7x365 Deployed in days not
months
Deltek First Cloud
9 ©2012 Deltek, Inc. All Rights Reserved
Same or Lower TCO
On premise costs add up quick
SaaS is predictable
In the long run SaaS is often less expensive
Deltek First Cloud
Deltek First for GovCon
Essentials Essentials Plus
GCS Premier Core*
Time Collection
Expense Starter Pack
DataPort
GCS PM Reporting N/A
GCS Budgeting/Planning
Add-on
Purchasing Add-on
Fixed Assets Add-on
Impromptu for GCS/T&E
Add-on
GCS Premier Analytics Add-on
*GCS Premier Core includes modules previously sold as add-ons©2012 Deltek, Inc. All Rights Reserved16
17 ©2012 Deltek, Inc. All Rights Reserved
Part of the Deltek First GovCon Essentials solution
Real time Project Reporting
Over 18 Project Financial Reports
Drill thru capabilities on all reports
GovCon Essentials PM Reporting
GovCon Essentials PM Reporting
©2012 Deltek, Inc. All Rights Reserved18
Real-time funding status w/ drill-down to monthly burn rate analysis
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GovCon Essentials PM Reporting
Labor Category Profitability Analysis w/ drill-down to employee
20 ©2012 Deltek, Inc. All Rights Reserved
GovCon Essentials PM Reporting
Complete Project Status Reporting with drill downs
21 ©2012 Deltek, Inc. All Rights Reserved
GovCon Essentials PM Reporting
Project Portfolio ManagementDirect Projects Cost Categories – Real-time burdened cost incurred by cost category and project backlog for each project in the user’s portfolio, with drill-down to lower WBS elements, monthly burn rate analysis, and detailed costs by employee and vendor.Direct Projects Cost History – Real-time burdened cost incurred and project backlog with 7-month burn for each project in the user’s project portfolio, with drill-down to lower WBS elements, and cost category burn rate detail.Labor Hours Analysis – Employee/Vendor level of effort burn rate analysis for each project in the user’s project portfolio.Labor Cost Analysis – Employee/Vendor burdened labor cost burn rate analysis for each project in the user’s project portfolio.
Project-level ManagementJob Summary – Real-time cost analysis by direct and indirect cost category, revenue and profitability, and labor hour reporting for the selected project for the selected period, year-to-date through the selected period, and inception-to-date through the selected period, with additional project attributes including contract value and funded value, with drill-down and drill-through to detail reports.Labor Analysis – Labor analysis by labor category with drill-down to employee for the selected period, year-to-date through the selected period, and inception-to-date through the selected period.Non-Labor Detail – Non-labor cost analysis by cost category and vendor for the selected period, including year-to-date and inception-to-date through the selected period.Commitment Details – Outstanding timesheet, expense/travel authorizations, and purchase orders committed on the selected project.Hours Breakdown – Monthly level-of-effort burn rate by employee for period-of-performance through selected date for selected project and WBS level.Raw Cost Breakdown – Monthly raw cost burn rate by employee/vendor for period-of-performance through selected date for selected project and WBS level.Burdened Cost Breakdown - Monthly burdened cost burn rate by employee/vendor for period-of-performance through selected date for selected project and WBS level.Transaction Analysis – Transactional visibility for selected transaction type, project WBS, and date range.Billing Profile – Invoicing history for selected project, including total invoice value and amount received to date.Project Cost Chart – Bar/Line chart providing visibility into monthly and cumulative burn rate for selected project.TM Billable Revenue Breakdown – Time and Materials monthly burn rate analysis by labor category, with drill-down to employee, and reimbursable expense by expense type, with drill-down to vendor..TM Labor Analysis – Labor category profitability analysis for the selected period, year-to-date, and inception-to-date, with drill down to employee.Time Collection Hours-Date Range – Daily level-of-effort reporting by employee for selected period within selected project’s historical period of performance.
Time Collection Cost – Daily labor cost reporting by employee for selected period within selected project’s historical period of performance.
23 ©2012 Deltek, Inc. All Rights Reserved
Moving to the Deltek First Cloud
Kickoff Meeting
Data Preparation, Capture & Transfer
Testing, Training &
AcceptanceGo-Live
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Introductions Deltek First Technical Analyst Customer’s IT representative with
Administrative Access to systems and databases
Review technical configuration of on-premise systems Confirm on-premise solutions being moved to the DFC Gather system version information Gather server locations Gather database information Review system configurations Establish administrative access to systems and databases
Kickoff Meeting
25 ©2012 Deltek, Inc. All Rights Reserved
Data Preparation Update GCS Premier to v5.0 SP9 w/min.
HF12. Completed on client servers.
Update Deltek Time & Expense to min. v8.3.0.3. Completed on client servers.
Data Capture Gather Citrix user info. First name, last
name, email, and work phone number for core accounting system (GCS Premier) users. (info on Setup spreadsheet)
Obtain client logo (jpg, gif preferred)
Obtain Time & Expense system emails
Obtain vendor license files for each application moving to the DFC
Data Transfer Install FTPS Client and Test Connectivity to
Secure FTP Servers
Back-up databases and compress
PDF files associated with Expense reports
Premier Billing Templates
DTShared.ini & DTSite.ini file
Back-up system program files, compress
Transfer databases, program files to DFC
Impromptu – see slide on migrating
Data Prep, Capture & Transfer
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Configure & Build Test Environment in DFC Configure Citrix/Active Directory Users
and security groups.
Configure NTFS permissions and security
Create DFE portal page
Restore and configure databases
Restore and configure program files
Perform operational and acceptance testing
Notify customer/consultant regarding test environment availability
End User Training Schedule training (Live Meeting) with end
users (accountants)
Train end users on application access and integration (ADP etc.)
Customer Testing, Acceptance Customer established test plan
Customer executes test plan
Customer accepts test environ. in DFC
Customer/Consultant/SaaS Admin Team establishes Go-Live schedule
Test, Train and Acceptance
Completed by Deltek’s SaaS Admin Team
27 ©2012 Deltek, Inc. All Rights Reserved
Data Transfer Back-up databases and compress them
PDF files associated with Expense reports
Premier Billing Templates
Back-up system program files and compress them
Transfer databases and program files to the DFC
Impromptu reports do not need to be re-sent if they have not changed.
Configure Production Environment in DFC Restore and configure databases
Restore and configure program files
Perform operational and acceptance testing
Deliver Production Environment Notify customer/consultant regarding production environment availability
Confirm production environment readiness with customer/consultant
Moving to the Deltek First Cloud
Completed by Deltek’s SaaS Admin Team
28 ©2012 Deltek, Inc. All Rights Reserved
Guidelines for migrating GCS Premier
data
Current GCS Premier data files
Previous 10 years annual audit directories (if
applicable)
Previous 2 years of monthly backups (if
applicable)
Clients using an Oracle database for their
Time & Expense application require
additional planning and setup costs.
These clients are not being targeted for
SaaS.
GCS Premier Process Manager is not
supported in the DFC
Deltek T&E Mobile Time is not supported in the DFC
Impromptu Custom Catalogs are not supported in the DFC
Exceptions are made in special circumstances
GCS Premier Analytics data cannot be transferred into the DFC. Clients can still use Premier Analytics in the DFC. They will re-start in the DFC.
Deltek utilizes a Kona space to schedule migrations to Deltek First Cloud
General Information
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With Deltek First User Manager, Customers Now Have the Ability to reset or unlock their accounts themselves!
Deltek First User Manager
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Access to the GCS Premier Data folder and all files (including FLT files)
Create/Edit/Delete GCS Premier Data files/folders
Make copies of GCS Premier Data files/folders
Create a monthly snapshot of your GCS Premier Data Create an annual GCS Premier Audit Data folder
Edit DTShared.ini
Copy files to/from a local drive to the Cloud
Note: Explorer View is reserved for the SaaS Customer Administrator and/or Implementer roles by default.
Explorer View
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Best practice is to follow the prescribed use of the drive letters detailed below.
Drive Letters
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Your Deltek First GovCon Essentials solution provides you with the peace of mind of knowing that your Data is safe and secure.
Your Current Data (G:\Data) is backed up in an almost real-time fashion
Your user-created Audit/Backup/Test Data folders (H:\Data) are backed up nightly
Backups Are Automatically Created For You
35 ©2012 Deltek, Inc. All Rights Reserved
Inside of GCS Premier:
System Administration / File Utilities / Back Up/Restore
In Explorer View:
H: Drive (H:\Data)
Best practices include making annual and in some cases monthly snapshots of the GCS Premier Data files.
The creation of monthly and/or annual Snapshots is your responsibility.
Do not rely on Deltek’s backups for use as a Snapshot.
The Explorer View provides the SaaS Customer Administrator with the ability to make snapshots of the GCS Premier data.
You Can Also Make Your Own Snapshots and Backups
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Making a Snapshot
Use Explorer View to make a snapshot of GCS Premier Data
Test Data folders Audit Data folders Manual Backups of Current Data
Store all snapshots on the H: drive in the \Data folder (H:\Data).
Note: Only Current Data is allowed to exist on the G: drive
Adding Snapshots to Data Directory Drop-Down List
Use Explorer View to edit DTShared.ini (G:\STARTUP\DTShared.ini)
1. Increment the “Count=“ line by the number of folders being added
2. Add a “Name#=“ and a “Path#=“ line for each folder being added
KB Article #70199
Making Snapshots and Adding Them to the Pick List
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For small files, use the Explorer View
For large files, use a secure FTP protocol
Install and configure FTP tool
CuteFTP recommended
Refer to the Deltek First GovCon Essentials Secure FTP Guide for further instructions on transferring files to/from the Deltek First Cloud.
KB Article #64466
How do I transfer large files to/from the Deltek First Cloud?
39 ©2012 Deltek, Inc. All Rights Reserved
• Stop by the Deltek First kiosk in the Solutions Pavillion
• Schedule a “Meet the Experts” appointment for more personalized attention
• Reach me by email or phone:
703.885.9907
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