Vantage and SOX Compliance for Change Management

SOX = Sarbanes Oxley which is a law passed by the U.S. congress after the Enron debacle which created morass of rules for publicly traded U. S. companies to try to bring more accountability in management for what goes on in their companies. Basically it requires more auditable documentation and approval for business processes.



Tim Hager

Controller

Diba Industries Inc.

tim.hager@... <mailto:tim.hager@...>











From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Chris Thompson
Sent: Monday, May 21, 2012 5:40 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Vantage and SOX Compliance for Change Management





Hi All

What is SOX compliant?

Thanks.

________________________________
From: Chris Robisch <bluewine@... <mailto:bluewine%40cox.net> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ; VANTAGE@... <mailto:VANTAGE%40LIST.EPICORUSERS.ORG>
Sent: Friday, 18 May 2012, 17:42
Subject: Re: [Vantage] Vantage and SOX Compliance for Change Management



We have directories as below, Live/Save/Test under each one. A daily program checks the file/date on each Live directory and spits out an exception if the file isn't linked to a Call. Each Call, in an SQL app outside of Epicor, is generated by a user, approved by their manager and data owner and tested by the user. When approved by the user, it's released to Live where the program is put into the Live directory. Or in the case of customizations inside Epicor, exported to the approriate directory. Processes are BPM's etc. Programs are OpenEdge .r's. Queries include Dashboards.

Both Pilot/Test use the Test directories and aren't tracked. Save is for previous versions and Epicor one-off's. And our auditors check every Call for the proper approvals and such.

Processes
Live
Save
Test
Programs
Queries
Screens
...Reports\Custom...

----- Original Message -----
From: "Marsch, Chris" <cmarsch@... <mailto:cmarsch%40mdaturbines.com> >
To: <vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >; <VANTAGE@... <mailto:VANTAGE%40LIST.EPICORUSERS.ORG> >
Sent: Friday, May 18, 2012 9:00 AM
Subject: [Vantage] Vantage and SOX Compliance for Change Management

> For those of you on Vantage, what are you doing in terms of tracking customizations and changes in your system and having documentation in the system for these changes to be SOX compliant?
>
> Christopher W. Marsch
> IT/Database Administrator
> Mechanical Dynamics & Analysis, Ltd.
> 19E British American Blvd.
> Latham, NY 12110
> (518) 399-3616 x272
> Cell: (518) 795-0200

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]



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[Non-text portions of this message have been removed]
For those of you on Vantage, what are you doing in terms of tracking customizations and changes in your system and having documentation in the system for these changes to be SOX compliant?

Christopher W. Marsch
IT/Database Administrator
Mechanical Dynamics & Analysis, Ltd.
19E British American Blvd.
Latham, NY 12110
(518) 399-3616 x272
Cell: (518) 795-0200



[Non-text portions of this message have been removed]
We have directories as below, Live/Save/Test under each one. A daily program checks the file/date on each Live directory and spits out an exception if the file isn't linked to a Call. Each Call, in an SQL app outside of Epicor, is generated by a user, approved by their manager and data owner and tested by the user. When approved by the user, it's released to Live where the program is put into the Live directory. Or in the case of customizations inside Epicor, exported to the approriate directory. Processes are BPM's etc. Programs are OpenEdge .r's. Queries include Dashboards.

Both Pilot/Test use the Test directories and aren't tracked. Save is for previous versions and Epicor one-off's. And our auditors check every Call for the proper approvals and such.

Processes
Live
Save
Test
Programs
Queries
Screens
...Reports\Custom...

----- Original Message -----
From: "Marsch, Chris" <cmarsch@...>
To: <vantage@yahoogroups.com>; <VANTAGE@...>
Sent: Friday, May 18, 2012 9:00 AM
Subject: [Vantage] Vantage and SOX Compliance for Change Management


> For those of you on Vantage, what are you doing in terms of tracking customizations and changes in your system and having documentation in the system for these changes to be SOX compliant?
>
> Christopher W. Marsch
> IT/Database Administrator
> Mechanical Dynamics & Analysis, Ltd.
> 19E British American Blvd.
> Latham, NY 12110
> (518) 399-3616 x272
> Cell: (518) 795-0200


[Non-text portions of this message have been removed]
I've been using a combination of,



A customization to the Implementation Check List Entry to turn it into an
issue tracker

SVN to track revisions to customizations and crystal reports

Word and Excel docs



I plan to install a Wiki site that we can document in.



It's a pretty plain setup, but it has worked pretty well thus far.



Joshua Giese

CTO

920.437.6400 Ext. 337

Site ID: 27450-E905607A-SQL64

_____

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Marsch, Chris
Sent: Friday, May 18, 2012 11:00 AM
To: vantage@yahoogroups.com; Vantage Discussion List
(VANTAGE@...)
Subject: [Vantage] Vantage and SOX Compliance for Change Management





For those of you on Vantage, what are you doing in terms of tracking
customizations and changes in your system and having documentation in the
system for these changes to be SOX compliant?

Christopher W. Marsch
IT/Database Administrator
Mechanical Dynamics & Analysis, Ltd.
19E British American Blvd.
Latham, NY 12110
(518) 399-3616 x272
Cell: (518) 795-0200

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Hi All

What is SOX compliant?

Thanks.



________________________________
From: Chris Robisch <bluewine@...>
To: vantage@yahoogroups.com; VANTAGE@...
Sent: Friday, 18 May 2012, 17:42
Subject: Re: [Vantage] Vantage and SOX Compliance for Change Management


Â
We have directories as below, Live/Save/Test under each one. A daily program checks the file/date on each Live directory and spits out an exception if the file isn't linked to a Call. Each Call, in an SQL app outside of Epicor, is generated by a user, approved by their manager and data owner and tested by the user. When approved by the user, it's released to Live where the program is put into the Live directory. Or in the case of customizations inside Epicor, exported to the approriate directory. Processes are BPM's etc. Programs are OpenEdge .r's. Queries include Dashboards.

Both Pilot/Test use the Test directories and aren't tracked. Save is for previous versions and Epicor one-off's. And our auditors check every Call for the proper approvals and such.

Processes
Live
Save
Test
Programs
Queries
Screens
...Reports\Custom...

----- Original Message -----
From: "Marsch, Chris" <cmarsch@...>
To: <vantage@yahoogroups.com>; <VANTAGE@...>
Sent: Friday, May 18, 2012 9:00 AM
Subject: [Vantage] Vantage and SOX Compliance for Change Management

> For those of you on Vantage, what are you doing in terms of tracking customizations and changes in your system and having documentation in the system for these changes to be SOX compliant?
>
> Christopher W. Marsch
> IT/Database Administrator
> Mechanical Dynamics & Analysis, Ltd.
> 19E British American Blvd.
> Latham, NY 12110
> (518) 399-3616 x272
> Cell: (518) 795-0200

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]