a community of learning sungard summit 2007 | sungardsummit.com 1 xtendersolutions part ii – alive...

SUNGARD SUMMIT 2007 | sungardsummit.com 1

A Community of Learning

XtenderSolutions Part II – Alive

Presented by: Le Neva Madden

Eastern New Mexico University – Portales

March 21, 2007

Course ID 1543

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Purpose

• Overview of Banner XtenderSolutions

• “Go Live” & Beyond

• User’s perspective

• IT insider knowledge

• Picks up where we left off

• XtenderSolutions Part I – Setup (Course ID 1542)

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Benefits

• See how a small group manages a huge system

• Learn tips and tricks from 3 years of experience

• Find out how BXS can benefit your institution in the following areas• Accounts Payable• Financial Aid• Admissions• Registrar

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Background

• Eastern New Mexico University• Founded in 1934• State Institution• Main

• Portales – 4135 Students• Branches

• Roswell – 3864 Students• Ruidoso – 843 Students

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Background (cont’d)

• Banner since 1999

• BXS Implementation began in 2003

• Live since early 2004

• Current releases• Banner General 7.3• ApplicationXtender 5.25.081

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Background (cont’d)

• Live Applications – 90370 documents (as of 2/2007)• Finance Purchasing/AP – 16975 documents• Common – 1 doc (not currently active)• Financial Aid Tracking Requirements – 37501 docs• Student Admissions – 33171 docs• Student Common – 2716 docs• Catalog / Course Section – 6 docs (latest to go live)

• Users love it!

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Topics

• Document Prep

• Scan

• Index

• View



Document Prep

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Document Prep

• Big Deal!• Detail oriented• “Quality Control” personality• Practice, experiment & play

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Document Prep (cont’d)

• Remove staples, paperclips, repair damage, etc.

• Separate papers

• Tape rips, cuts & tears

• Tape down sticky notes (at least top edge)

• Remove attachments

• Tape partial sheet on separate (or back of) full sheet

• Separate sheet for notes• Rather than writing on document• Rather than sticky note• Avoid covering important information

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• Train co-workers• Avoid highlighters

• Dark highlighters turn black• Light highlighters become invisible

• Use circles or rectangles to “highlight”• Black or blue ink

• Avoid colored papers• Turn dark• Difficult to read

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• Use copier to make better ‘original’• Multi-colored ink• Colored paper• Multi-colored paper• Dark or light originals• Watermarks• Backgrounds• Enlarge to enhance

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• Write document type and ID# on each page• Black or blue ink• Top/left-hand corner

• Consider creating “Imaging Friendly” forms• As forms become obsolete, run out or need to be redone

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• Group into batches by • Person

• All documents for a particular student• Document Type

• All documents associated with AP check• Size

• Half-sheets• Color

• Pink copies• Date

• Received date

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• Orientation• Landscape or portrait?

• Change Rotation for individual document(s)?• Adds to time/effort in Scanning• 90, 180 or 270 degrees• Front and/or Back

• Separate batches?• Also added time & effort

• Leave it alone?• Users can rotate during Viewing

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• Create system for auditing• Coversheet developed by users

• For verification• For separation of batches

• Print screen• When done with Batch• Before “Close”

• Flip through batch before indexing• Make sure # scanned is same as # in batch• Verify that each document is viewable/readable

• Zoom• Magnify

• Custom report for verification of Indexing

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• Custom report for verification – B-S-SECT

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• Tips & Tricks• Small Batches – no more than 250 pages• Can “move” a batch scanned to wrong Application• Can change Document Type

• Document Indexed to wrong Type• New name for existing Document Type

• Prevent users from entering BXS during upgrade• 27000+ documents became unsynchronized• Restored images• Users re-indexed

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• More Tips & Tricks• Verify good copy before student leaves with original• One document type per page• Copy multiple times for separate indexing

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• More Tips & Tricks• List of names

• Copy list for each person• Circle name (no highlighter) on each copy• Block out other names

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• More Tips & Tricks• Have a back-up person

• Create “User” documentation• Use your User Groups

• Campus Imaging users• Banner-wide Imaging users

• Use BXTENDERSOLUTIONS & IMAGING• Read Banner Documentation• Contact SungardHE



Scan

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Scan

• ScanXtender

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Scan (cont’d)

• ScanXtender – Scan setting – Resolution

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Scan (cont’d)

• ScanXtender – Scan setting – Mode

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Scan (cont’d)

• ScanXtender – Scan setting – Res/Mode – Example 1

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Scan (cont’d)

• ScanXtender – Scan setting – Res/Mode – Example 2

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Scan (cont’d)

• ScanXtender – Scan setting – Page Size

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Scan (cont’d)

• ScanXtender – Scan setting – Source

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Scan (cont’d)

• ScanXtender – Scan setting – Feed – Auto

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Scan (cont’d)

• ScanXtender – Configuration – Noise Level

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Scan (cont’d)

• ScanXtender – Scan a new batch

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Scan (cont’d)

• ScanXtender – Batch Name

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Scan (cont’d)

• ScanXtender – File Close - Most Important!!!

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Scan (cont’d)

• ScanXtender – File Exit – Release license for others

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Scan (cont’d)

• ApplicationXtender

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Scan (cont’d)

• ApplicationXtender – Scan Setting – Resolution

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Scan (cont’d)

• ApplicationXtender – Scan Setting – Mode

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Scan (cont’d)

• ApplicationXtender – Scan Setting – PageSize

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Scan (cont’d)

• ApplicationXtender – Scan Setting – Source

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Scan (cont’d)

• ApplicationXtender – Scan Setting – Feed – Auto

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Scan (cont’d)

• ApplicationXtender – Configuration – Noise Level

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Scan (cont’d)

• ApplicationXtender – Open Existing Batch

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Scan (cont’d)

• ApplicationXtender – Select Batch

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Scan (cont’d)

• ApplicationXtender – Scan New Document

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Scan (cont’d)

• ApplicationXtender – Scan – Opens Index Window

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Scan (cont’d)

• ApplicationXtender – Scan – File Close!!!

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Scan (cont’d)

• ApplicationXtender – Scan – File Exit – Release license

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Scan (cont’d)

• SX Annotations – Highlighter, Redaction & Arrow

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Scan (cont’d)

• AX Annotations – Highlighter, Redaction & Arrow

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Scan (cont’d)

• WX Annotations – Highlighter, Redaction & Arrow



Index

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Index

• ApplicationXtender – Utilities / Batch Index (List)

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Index (cont’d)

• ApplicationXtender – Batch List

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Index (cont’d)

• ApplicationXtender – Batch is opened

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Index (cont’d)

• ApplicationXtender – New Document (from menu)

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Index (cont’d)

• ApplicationXtender – New Document (button)

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Index (cont’d)

• ApplicationXtender – Close Application List

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID – ID

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID – Doc Type

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID – Save

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID – Attach

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID – Different

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Index (cont’d)

• ApplicationXtender – Index Window – B-S-ID – Finished

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Index (cont’d)

• WebXtender

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Index (cont’d)

• WebXtender – Batch Index (List)

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Index (cont’d)

• WebXtender – Open batch for indexing

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Index (cont’d)

• WebXtender – Batch opens in another window

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Index (cont’d)

• WebXtender – New Document

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – ID & TAB

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Doc Type

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Aid Year

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Track Req

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Track Status

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Save

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Attach

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Finished

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Close List

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Index (cont’d)

• WebXtender – Index Window – B-R-TREQ – Logout



View

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View

• From Banner – B-F-DOCS – XS button

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View (cont’d)

• From WebXtender – B-F-DOCS – New Query

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View (cont’d)

• From WebXtender – B-F-DOCS – Query Window

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View (cont’d)

• From WebXtender – B-F-DOCS – Document ID

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View (cont’d)

• From WebXtender – Query Results – Open a Document

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View (cont’d)

• WebXtender – User Settings

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View (cont’d)

• WebXtender – User Settings – Document View

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View (cont’d)

• WebXtender – User Settings – Interactive Viewer

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View (cont’d)

• E-mail – Export document – Attach in E-mail



Summary

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Summary

• LIVE!!! Now what do we do?• Document Prep – become an expert• Scan – the foundation• Index – the connection• View – the ultimate goal



Q? & A!

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? & !

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Thank You!

Le Neva MaddenManager of Administrative Computing

[email protected]

Please complete the online class evaluation formCourse ID 1543

SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.

© 2006 SunGard. All rights reserved.

a community of learning sungard summit 2007 | sungardsummit.com 1 xtendersolutions part ii – alive...

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