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VI-140: Realizing the Benefits of Vision 6.1 Presented by: Laura Bells and Kelly Uehling, BNIM Architects
VI-140: Realizing the Benefits of Vision 6.1Presented by:
Laura Bells and Kelly Uehling,
BNIM Architects
Presenters
• Laura Bellis– Accounting Coordinator
– 12+ years of Experience
• Kelly Uehling, MCSE – Director of Information Services
– 20+ years industry experience
Copyright © 2010 Deltek, Inc. 2
Copyright © 2010 Deltek, Inc. 3
BNIM Architects
1970 1980 1990 2000 2010
Anita B. Gorman Conservation Discovery Center Lewis and Clark State Office Building Omega Center for Sustainable Living
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Agenda
• What are the differences in Vision 6.1?• What are the benefits?• What is the downside?• Prepare for implementation.• Implementation in practice.• Enjoy the benefits!!
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Changes in Vision 6.1
• Enhanced User interface• SQL Server reporting vs. Actuate• Resource Planning enhancements
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User Interface Enhancements
Vision 5.1• Difficult to adjust text box
sizes
Vision 6.1• Easily adjustable text box
sizes• Grid View improvements• Screen Designer
functionality• Move fields from tab to tab• Integration with Microsoft
Communicator• Sort available in grid view• Grouping available in grid
view
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SQL Server Reporting vs. Actuate
• This is the biggest plus, but also the biggest potential challenge
• Actuate was challenging to use• SQL is easier to use • Pain point
– Recreating all your custom Actuate reports in SQL will take time
– Depending on your Vision setup, you may need additional Microsoft Licenses – SQL Server as well Windows Server
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SQL Reporting Writing
• Two supported report writing tools– Report Builder 1.0
• web application included with SQL Server 2005
– Microsoft Business Intelligence Development Studio (BIDS)• included with SQL Server 2005
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SQL Visual Reporting
• Visual Reporting
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Custom Invoices
Standard Vision Invoice Custom Vision Invoice
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Vision 6.1 Benefits
Custom Check printing
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Resource Planning Enhancements
• Approved for use … now applies to all sub-levels• Ability to Shift Plan Assignment as well as put on hold• Skill search
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Vision 6.1 Benefits
• Image of Visual staff utilization report
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Implementation Preparation
• Test Environment– Virtual server worked great
• Test Cases– Anything your users do
– Custom reports
• Understanding the changes under the hood in Vision 6.1– Microsoft .NET Framework 3.5 (SP1)
– SmartClient Architecture
– ClickOnce Deployment
– SQL Server® Reporting Services
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Implementation Preparation
• Understanding the changes under the hood in Vision 6.1– SQL Server® 2008 support for Database, Reporting Services and
Analysis Services
– 64-bit support on Database, Report Servers and Client Workstations
– 32-bit support only for the Web/App tier and for Microsoft Office and Desktop Integration (MODI) on Client Workstations
– 64 bit support on WSS 3.0 & MOSS 2007 for Document Management
– Performance Canvas Dashboard Server® 2008/IIS 7.0
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Implementation
• Smart Client• ClickOnce install
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Implementation Challenges
• SQL Server 2000 not supported• SQL Server 2005 Reporting Services not supported! (but
SQL Server 2005 Database Engine is supported)– Deltek strongly recommends SQL 2008 CU1 for SSRS
• Actuate not supported– Custom reports are not automatically converted
– Custom reports need to be written for SQL Server 2005 reporting
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Summary
• Benefits of Vision 6.1– Easier report writer
– Graphically easier to modify reports
– Integration with Microsoft Communicator
– Enhancements in Grid view
– Resource Planning enhancements
• Pain points of transition– Custom Actuate reports will need to be rewritten
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Call to Action
• Questions on this presentation? Contact – Laura Bellis
– Kelly Uehling• [email protected]
• Try these other sessions for more information on related topics– VI-112 Organizational Culture for User Adoption
– VI-130 Taking the Big Bite: Implementing Multiple Vision Modules
– VI-131 Vision Implementation Lessons Learned
– VI-141 Road Mapping Your Implementation
