Introduction

This document is intended to serve as the Plan for Data Integrity Testing of Data Migration from Aptify 4.0 to NetForum Avectra.

The Membership Database is used to manage the Association’s relationship with its Association Members and Member Organizations. The data to be migrated is tied directly to Association business processes and uses.

This Document will:

  1. Outline the overall approach of testing the integrity of the Data Migration.
  2. Identify the required activities in the Data Migration Integrity Test.
  3. Define required database cleansing, with special emphasis on testing and ensuring that the conversion from the previous AMS to NetForum Avectra is accurate and smooth.
  4. Define deliverables for the Data Migration Integrity Test.

The Association’s Information Environment

The Data that is to be migrated into the NetForum Avectra online AMS is leveraged by the Association’s Management Departments - Membership, Professional Development, Market Intelligence, Events, and Marketing. These departments are therefore the stakeholders in the Integrity of the Migrated Data. These departments should therefore have quality control input in the Data Migration. It is possible that as the Association becomes more customer-centric, and Social Media and Data Analytics is integrated into the Association’s management methodology, the requirements of the Association’s member database will evolve.

The Data Migration Team consists of the Association’s IT Department members.

The Aptify 4.0 database will be normalized before Data Migration, via the blocking of any records that are not -
1) Professional Members
2) Members that have had activity in the Association’s database since 1/1/2010 (3 years)
3) An organization that have been trade members since 1/1/2010
4) Listing of all activities, actions, and history of the above people

The Migration of the Association’s database is expected to take 48 hours, from 12/30/2012 - 1/2/2012.
The volume of the data is (to be filled out by IT Department).
The Data Migration upload speed is expected to be (to be filled out by IT Department).
The bandwidth for the Data Migration is expected to be (to be filled out by IT Department).
The Data Migration Integrity Testing period is expected to last from 1/2/2012 to 1/11/2012.
The new system, (NetForum Avectra), with migrated association data is expected to become available 1/2/2012.
The old system, Aptify 4.0, will be decommissioned, and all the data that was within the Association’s Aptify 4.0 database will be stored online, for possible late migration into Avectra, if needed.

Scope of Data Migration Integrity Testing

We have identified that the following items are critical to the success of the Data Migration from Aptify to Avectra:
1) The accuracy of uploaded Member and Company database information.
2) The speed of database operations, and access to database records.
3) The elimination of redundant and unneeded record.

Validation of Data Migration

In order to validate the Data Migration, a test environment consisting of the online NetForum Avectra AMS accessed via a local Data Migration Analyst workstation at the Association’s HQ will be utilized.
The following test phase will occur to validate the Data Migration:

1) Size Test

The Data Migration Analyst will review the Avectra application SQL queries, in order to determine the following:
a) Items which are never used (e.g. tables, views, queries, stored procedures).
b) Duplicate data in any table.
c) Excessive field width in any table.

2) Member Data Upload Test

In order to validate the success of the migration -
1) the Data Migration Analyst will perform a basic check of 30,000 records from Aptify 4.0 compared to 30,000 records in NetForum Avectra.
2) the Data Migration Analyst will perform a check of the accuracy with which the Membership Data is updated in NetForum Avectra.
3) Tests will be designed to compare Member Data in the incoming XML with the Member Data stored in the database. Any derivation in the Member Data from Aptify to Avectra will be reported.
4) A benchmark of Member record access in Aptify will be determined for comparison to Member record access in Avectra.
5) the Data Migration Analyst will then conduct a more detailed check to ensure that metadata was associated with the correct records, and all metadata was successfully migrated.
6) the Data Migration Analyst will look for possible problems with the migration based on departmental data needs.

3) Speed Test

The Data Migration Analyst will use data access speed queries, that are run individually (10 times each) and their mean execution times will be compared with the last benchmark. Further, all queries will be run concurrently (in sets of 2 and 3 (based on the maximum number of concurrent checkouts) to find out any locking issues.

4) User Acceptance Test

User acceptance testing will begin after the Data Migration Analyst has completed the tests of the validity of the data migration to Avectra. The User Acceptance tests will involve finding out if the users are able to find the records they are looking for, and if the users detect any metadata anomalies.

5) Final Sign Off

The Data Migration will only be declared valid when the final users of the database have determined that the Data Migration has not produced any errors in the Association’s data. At that time, final sign-off of the Data Migration will occur.

Schedule of Test Activities

  1. Review requirements 12/01/2012 (start) and 12/20/2012 (end)
  2. Develop test queries
  3. Review test queries
  4. Execute size test
  5. Execute member database test
  6. Execute speed test
  7. Report test results (daily)
  8. Submit bug reports and re-test (as required)
  9. Submit final test report

Responsibilities

  1. Data Manager: Responsible for creating this Test Plan, work assignment and review, review of test queries, review and compile test results and review bug reports.
  2. Data Migration Analyst: Responsible for reviewing requirements, developing and testing queries, executing tests, preparing individual test results, submitting bug reports and re-testing.
  3. Other Data Migration Testers: Responsible for determining accuracy of departmental data.

Deliverables

The Data Migration Analyst will produce the following deliverables:
1) Test queries
2) Test results (describing the tests run, run time and pass/ fail for each test)
3) Bug reports

Risks

The risks to the successful implementation to this test plan and their mitigation is as under:
1) (to be filled out by Aptify and NetForum analysts)
2) (to be filled out by Aptify and NetForum analysts)
3) (to be filled out by Aptify and NetForum analysts)

Ongoing Data Use After Validation of the Data Migration

After the Association’s Avectra AMS database has gone live, operational business processes will be used to maintain relevant, high quality data.
The Governance Rules and the Responsibility for the Association’s data will go to -
1) the persons that have been determined as responsible for the Data, and have final authority over information,
2) strategic and operational data “stewards” aligned to “C-level” sponsors for continuing guidance on scope, direction and support.

Approval of the Aptify 4.0 to NetForum Avectra AMS Data Migration Testing Plan
Name, Role, Signature, Date
1. _________________________________________________________
2. _________________________________________________________
3. _________________________________________________________
4. _________________________________________________________