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Banner Boot CampBanner Boot Camp

March 17, 2010

Session RulesSession Rules

• Audio will only be available for the• Audio will only be available for the instructor.• If you are experiencing audio problems please check• If you are experiencing audio problems, please check

the sound settings on your computer and/or log out and back into Wimba.

• Questions may be entered in the ‘text chat window’ at any time during the session.y g

• This session is being archived for future viewingviewing.

Topics for DiscussionTopics for Discussion• Welcome and Introductions• The Team• What is Banner?• Overview of Banner Baseline

Banner V8 Upgrade Timeline• Banner V8 Upgrade Timeline• Banner V8 Highlights• Decommissioned Georgia Enhancementsg• GeorgiaBEST Program Services• Resources• Break out sessions: Georgia Enhancements for• Break out sessions: Georgia Enhancements for

Financial Aid, Georgia Enhancements for Records and Admissions, and Georgia Enhancements for Accounts ReceivableReceivable

The TeamThe Team

What is Banner?What is Banner?

• Banner is a Student Information System• Banner is a Student Information System • A product of SunGard Higher Education• Consists of various modules• OIIT supports:pp

– Accounts Receivable– Financial AidFinancial Aid– Student– Self-ServiceSelf Service

What is Banner?What is Banner?• Accounts Receivable:

– Bursar’s Office– Business Offices

• Financial Aid:– Financial Aid Office– Student Loans, Scholarships

• Student:Admissions Office– Admissions Office

– Registrar’s Office– Housing– Residency– Residency– Graduation

• Self Service:– Self Service for students, faculty, staff and advisors, y,

Overview of Banner BaselineOverview of Banner Baseline

• Naming Conventions• Naming Conventions• Banner has a standard naming convention for forms

and processes. Each letter of the seven characterand processes. Each letter of the seven character acronym has a specific meaning based on the module, type, and descriptive name.

Overview of Banner Baseline

SPAPERSSPAPERSPrimary System owningPrimary System owning

the form: Student


• Naming conventions• Naming conventions

Used ONLY for OIIT supported Georgia

Used for institutional enhancements NOT supported Georgia

Enhancementssupported by OIIT


SPAPERSSPAPERSPrimary Module owningPrimary Module owning

the form: Person


• Naming Conventions• Naming Conventions


SPAPERSSPAPERSForm Type: ApplicationForm Type: Application


• Naming Conventions• Naming Conventions


SPAPERSSPAPERSUniquely identifies theUniquely identifies the

form: Person Information


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Validation, rules, maintenance, and control

forms all work in Banner to get processes andforms all work in Banner to get processes and jobs completed successfully

– Many processes and jobs cannot run correctly– Many processes and jobs cannot run correctly without the proper forms set up behind them


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Form Types

Set up forms• Set up forms– Should be completed before using day to day forms– Normally restricted to a few users to maintain

• Day to day forms– Used to access information produced from processing

data or from data entered on set up formsdata or from data entered on set up forms

Overview of Banner BaselineOverview of Banner Baseline• Validation to Rules to Forms/ProcessesValidation to Rules to Forms/Processes


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Rules form

Use to define calculations and parameters that• Use to define calculations and parameters that impact other forms, reports, and jobs

• Must be built before using Bannerg• Examples

– Fund Management (RFRMGMT)C S (SO C C )– Curriculum Activity Status Rules (SORCACT)

– General Message (GURMESG)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Validation forms

• Use to define values that are entered on specific fields onUse to define values that are entered on specific fields on application, validation, or rule forms

• Defines a field’s List of Values (LOV)• The LOV field on a form indicates that the value for the field• The LOV field on a form indicates that the value for the field

must come from a validation form• Examples

Term Code Validation (STVTERM)– Term Code Validation (STVTERM)– Budget Group Validation (RTVBGRP)– Crosswalk Validation (GTVSDAX)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Control forms

Use to define system level processing rules for• Use to define system level processing rules for application and validation forms

• Additional security requirementsy q• Examples

– Installation Controls (GUAINST)O ( O S )– Institution Financial Aid Options (ROAINST)

– Faculty/Advisor Information (SIAINST)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Inquiry forms

Use to look up existing information• Use to look up existing information• Access from main menu, other forms, or Direct

Access• Examples

– Account Detail Review Inquiry (RSIAREV)f ( S )– Application of Payment Review (TSIAPPL)

– Student Withdrawal Inquiry (SFIWDRL)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Application forms

Use to enter update and query information• Use to enter, update, and query information• Most common type of form• ExamplesExamples

– XXXX – XXXX Need Analysis (RNANAxx)– Admissions Application (SAAADMS)

( S SS)– Billing Mass Data Entry (TSAMASS)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Query forms

Use to look up existing information• Use to look up existing information• Examples

– Enrollment Status Query (SFQESTS)Q y ( Q )– Contract Authorization Query (TSQCONT)– Letter Display (GUQLETR)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Maintenance forms

Use to reflect changes that will effect information in• Use to reflect changes that will effect information in Banner

• Examplesp– Job Submission (GJAPCTL)– Financial Aid Record Maintenance (ROARMAN)

Term Course Maintenance (SHAINST)– Term Course Maintenance (SHAINST)


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Relationships between forms are commonly

known as the parent-child relationshipknown as the parent child relationship– If information on a parent form has been

assigned to a child form, the parent information cannot be deleted without deleting the child first


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes– Data on many forms are not accessible

without first establishing validation records g– Example

• Create a new Fund Code in RFRBASEFund Source field must be entered• Fund Source field must be entered

– Fund Source validated against RTVFSRC– Cannot insert a new record into RTVFSRC from

RFRBASERFRBASE– Fund Source code must already exist


• Validation to Rules to Forms/Processes• Validation to Rules to Forms/Processes


• Impact of Changes on Other Offices• Impact of Changes on Other Offices• Everything that is done in Banner potentially

impacts all other offices at an institutionimpacts all other offices at an institution. Admitting and registering the student for courses will impact both the financial aid andcourses will impact both the financial aid and business office at your institution.


• Impact of Changes on Other Offices• Impact of Changes on Other Offices– Avoiding Pitfalls

Consult other offices regarding major changes to• Consult other offices regarding major changes to business process.

• Data entered by one office may be needed by y y yanother office to complete processing

– Examples» Academic data may impact financial aid eligibility» Academic data may impact financial aid eligibility» Student accounts information may need coordination

with financial aid to process payment and refund informationinformation


• Navigation• Navigation– There are multiple ways to access Banner

formsforms• Menu Navigation• Direct Access• Site Map • QuickFlows• Object Search• Object Search • My Banner• Options Menu


• Navigation• Navigation– The Main Menu (GUAGMNU) is a menu tree

of Banner forms menus etc in a logical orderof Banner forms, menus, etc. in a logical order– Access menus and forms by clicking on

foldersfolders

Navigation DemoNavigation DemoNavigation DemoNavigation Demo


• Navigation• Navigation• Menu Navigation


• Navigation• Navigation– Direct Access

Enter the name of the form (ROASTAT SPAPERS• Enter the name of the form (ROASTAT, SPAPERS, SOATERM, etc.) in the Go To field of the Main Menu


• Navigation• Navigation– Site Map

Provides a general overview of the Banner menus• Provides a general overview of the Banner menus


• Navigation• Navigation– Quick Flow

Enables the user to access a sequence of forms• Enables the user to access a sequence of forms that may be built by specfic job tasks.


• Navigation• Navigation– Object Search

Enables the user to search for a form without• Enables the user to search for a form without knowing the full name

• Example: all Financial Aid forms begin with the p gletter ‘R’

• Access GUIOBJS• Use this letter and the wildcard ‘%’ to search for

forms that begin with ‘R’



Choose Query > Execute to begin search• Choose Query > Execute to begin search• Then click on name to access object

Overview of Banner BaselineOverview of Banner Baseline• Navigationg

– My Banner• Personal menu

connected to an individual’s Banner IDID

• Create menu items in My Banner Maintenance (GUAPMNU)

Overview of Banner BaselineOverview of Banner Baseline• Navigation

O ti M– Options Menu• Options menu from each form connects to other

formsforms– First form from SOATERM– Second form from TSAAREV


MenuBarIconic Tool Bar

Key Block

Fields

Hint TextHint Text


• Navigation• Navigation– Form Navigation

• All Banner forms contain a menu bar• All Banner forms contain a menu bar• The menu bar is simply another method of

navigation in Banner• If a selection on the menu is dimmed, this means it

is disabled


– Form Navigation• Banner also contains toolbars that perform

f ifunctions

• The Key Block is indicated in red

• The data entered in the Key Block makes the record uniquethe record unique


• Navigation• Navigation– How to Query Data

• Use the query function to access information• Use the query function to access information already stored in the database

• Go to the form you want to query• Click on Enter Query to access query mode• Enter query criteria• Use Wildcards (% and ) to search when you only• Use Wildcards (% and _) to search when you only

have part of the data you need


– Wild cards• Use Wildcards to search for information when you

f h i dare unsure of the entire name or code• % represents any number of characters and _

represents a single occurrence of a characterrepresents a single occurrence of a character


• NavigationNavigation– Query using Wild

CardsCards• Search for a last

name that begins with ‘Bu’

• Execute query and retrieve last nameretrieve last name ‘Bubba’


Q i Wild C d– Query using Wild Cards• Search for a fund code

where you know that ‘HOP’ is included in the name and there is only one leading character b f ‘HOP’before ‘HOP’

• The _ represents a single occurrence of the h t d %character and %

represents any number of characters

QuestionsQuestions

Banner V8 Upgrade Time LineBanner V8 Upgrade Time Line

Banner V8 HighlightsBanner V8 Highlights

• Accounts Receivable• Accounts Receivable– Menu Restructuring

C t t d E ti E h t– Contract and Exemption Enhancements


• Financial Aid• Financial Aid- Algorithmic Packaging- Ability to inactivate Fund Codes, Groups & Rules- Ability to send an email mass mailing to students to alert them to accept Awards pthrough Self-Service


• Student• Student– Self-Service Graduation Application

E i f Fi ld– Expansion of Fields– Athletic Compliance– Course Catalog Data Extract (SCRCATE)– Transfer Course Attributes Table – Concurrent Curricula

• Current Indicator


• Student• Student– Source/Background Access for PESC XML

Transcript TableTranscript Table– Updates to Changed Library (SOQOLIB)

USG TranscriptUSG Transcript

Will be delivered in Banner v8Will be delivered in Banner v8

“A special thank you to Georgia Tech!”

Decommissioned Georgia Enhancements

• Due to Baseline Functionality• Due to Baseline Functionality– Self-Service Graduation Request

S lf S i Fi i l Aid A d b T– Self-Service Financial Aid Award by Term• Due to move of HR functions to ADP

– Direct Debit• Due to move to ADP

– PeopleSoft HRMS AR Load (ZGRARLD)


• Due to implementation of ADM• Due to implementation of ADM– CIR Extraction (ZORCIRR)

SIRS E t ti (ZORSIRS)– SIRS Extraction (ZORSIRS)– High School Feedback Extract (ZORHSFB)– Room Utilization Extraction (ZORRURR)– Graduate Salary Survey Extraction

(ZORGSAL)(ZORGSAL)– Script to set Census 1 Date (ZSRCNS1)


• Due to implementation of ADM (continued)• Due to implementation of ADM (continued)– Script to set Census 2 Date (ZSRCNS2)

S i t t d t C 1 D t (ZSRENR1)– Script to update Census 1 Date (ZSRENR1)– Script to update Census 2 Date (ZSRENR2)

QuestionsQuestions

W ill t k 10We will take a 10 minute break.

GeorgiaBEST Program ServicesGeorgiaBEST Program Services

– Primary responsibility is Production Support• Average number of tickets per week: approx 25• Average number of tickets per week: approx. 25• Requests range from upgrade assistance to

problems running software.


• Service Level Agreement• Service Level Agreement“Our commitment to you!”

• Priority 1 (Urgent): Production Down: 1 hour• Priority 1 (Urgent): Production Down: 1 hour response, 12 hours resolution

• Priority 2 (High): Production Critical: 2 hours response 48 hours resolutionresponse, 48 hours resolution

• Priority 3 (Medium): Standard, Production Normal: 4 hours response, 4 days resolution

• Priority 4 (Low): Standard, General Questions: 4 days response, 3 weeks resolution

Escalations contact Karen Nunn: [email protected]


• Major responsibility is software release• Major responsibility is software release management– Change ReviewChange Review– Focus Groups– Design SpecificationsDesign Specifications– Development– Testing and certificationg– Documentation– Distribution


• Release Management• Release Management• SunGard HE releases major point updates to the

Student software twice a year.Student software twice a year.• Financial Aid regulatory releases three to four

times a year.• Patches are released daily by SunGard HE.• OIIT accumulates a month’s worth of patches and

releases in bulk to aid campus softwarereleases in bulk to aid campus software administration.


• Major Projects• Major Projects– Banner V8 Upgrade

INGRESS– INGRESS– DegreeWorks– GRITS Download

The projects listed are only highlights of the on-going projects supported by the GaBEST Production Support Team.


• Upcoming Releases• Upcoming Releases– Banner V8

Georgia Enhancements (v8)• Georgia Enhancements (v8)• Georgia Enhancements (8.2)

GRITS Download– GRITS Download– ELA Updates

Quarterly User Documentation– Quarterly User DocumentationPlease see the Product Calendar on the GeorgiaBEST web site

http://www.usg.edu/georgia best/product calendar/http://www.usg.edu/georgia_best/product_calendar/


• Change Review Process• Change Review Process– Process in which users can suggest enhancements

and modifications to our processes– Opportunity for users to contribute suggestions for

development of new processes– Step toward improvement of our services to the– Step toward improvement of our services to the

customer– Details regarding this process and future

h t li t d it tenhancements are listed on our site at http://www.usg.edu/georgia_best/


• Change Review Process• Change Review Process– 37 Change Requests approved and delivered as

Georgia Enhancements since January 2007– 10 Change Requests approved and currently in

development– Future releases:– Future releases:

• 4 Change Requests approved and slated for Q3 2010• 3 Change Request approved and slated for Q4 2010

QuestionsQuestions

ResourcesResources

• UDC Academy• UDC Academy– Offers Computer Based Training (CBTs) and

Workbooks for Banner Baseline functionalityWorkbooks for Banner Baseline functionality.• http://udca.sungardhe.com/cp/home/loginf• User name and access coded required to accessUser name and access coded required to access• Contact OIIT Customer Services for account

creation

ResourcesResources• UDC Academy

ResourcesResources

• UDC Academy• UDC Academy– Banner 8.x Available CBTs

Banner 8 Fundamentals CBT• Banner 8 Fundamentals CBT• Banner 8 Workflow Overview• Financial Aid System OverviewFinancial Aid System Overview• Population Selection for Banner Financial Aid 8• Banner 8 Student System Overviewy• Population Selection for Banner Student 8

ResourcesResources

• User Documentation• User Documentation– Baseline

Documentation Bookshelf distributed to all• Documentation Bookshelf distributed to all institutions.

• Provides information regarding the baseline g gproduct functionality.

• Distributed quarterly by SunGard HE.

ResourcesResources• User Documentation

– Baseline


B li– Baseline

ResourcesResources

• User Documentation• User Documentation– Georgia Enhancements

Procedural• Procedural– Includes step by step instructions for the user to

successfully set up and execute functionality

• Provided quarterly for all enhancements and new functionality included in Georgia Enhancements releasesreleases


– Georgia Enhancements

ResourcesResources

• User Documentation• User Documentation– Georgia Enhancements Workbooks

Descriptive summary with step by step instructions• Descriptive summary with step by step instructions for the set up and use of new functionality or significant enhancements.


G i E h t W kb k– Georgia Enhancements Workbooks

ResourcesResources

• Web Sites• Web Sites– SunGard Customer Support Center

http://connect sungardhe com/customer support• http://connect.sungardhe.com/customer_support• Includes the following:

– Request for Product Enhancements (RPEs)q ( )– Defects– Frequently Asked Questions (FAQs)

Service Requests– Service Requests– Documentation Downloads

ResourcesResources• Web Sites

S G d C t S t C t– SunGard Customer Support Center


– SunGard Customer Support Center

ResourcesResources

• Web Sites• Web Sites– GeorgiaBEST Production Support

• http://www usg edu/georgia best/• http://www.usg.edu/georgia_best/ – Release Information– User Documentation

Workshop materials– Workshop materials– Test Plans– Workbooks

Business Practices– Business Practices– Product Calendar– Events Calendar


G BEST P d ti S t– GaBEST Production Support


GaBEST Production Support– GaBEST Production Support

ResourcesResources

• List Servs• List Servs– Forum for user community to discuss ideas,

share information ask questions related toshare information, ask questions related to their specific office function.

ResourcesResources

• List Servs• List Servs– SunGard HE List Servs

• Banner Accounts Receivable ([email protected])Banner Student (BSTUDENT@sungardhe com)• Banner Student ([email protected])

• Banner Financial Aid ([email protected])• Banner Training ([email protected])• Banner General ([email protected])• Banner Oracle ([email protected])• Banner Announcement ([email protected])• Banner Information ([email protected])• Banner Admissions and Recruiting ([email protected])Banner Admissions and Recruiting ([email protected])• DegreeWorks([email protected])• Banner Location Management ([email protected])• There are numerous other SunGard HE List Servs

ResourcesResources

• List Servs• List Servs– SunGard HE List Servs

Go the following URL:• Go the following URL: http://lists.sungardhe.com/cgi-bin/wa?INDEX

• Select the list you to which you wish to subscribe.y y• Click on the ‘Join or Leave. . .’• Enter your name and e-mail address.• Make required selections for format.• Click the Join button.

ResourcesResources• List Servs

– USG Listservs• Banner DBAs ([email protected]) • Banner Project Functional Leaders ([email protected]) • Banner Project Technical Leaders ([email protected]) j ( @ g )• CAPP ([email protected])• Financial Aid Directors ([email protected]) • GaBEST ([email protected]) • Oracle Information ([email protected])• RACRA ([email protected]) • RACAR ([email protected])• RACSFA ([email protected])• Student Health Insurance Program (SHIP) ([email protected])• TouchNet ([email protected])TouchNet (USGTOUCHNET [email protected])• USG XML Transcript Exchange ([email protected])• GeorgiaONmyLINE ([email protected])• Axiom ([email protected])• DegreeWorks ([email protected])

ResourcesResources

• List Servs• List Servs– USG Listservs

• To subscribe to a listserv, send an e-mail to the following address: [email protected]

• You do not need to include a subject line in the email. In the text area of the email include only the following: subscribe <listserv name> <full name>listserv name full name

• For example: subscribe GABEST-L John DoeOR

• Go the following URL: http://listserv.uga.edu/Go t e o o g U ttp // stse uga edu/• Select "Browse, Subscribe, Post, Search ..."• In the List Name box, type the listserv name (i.e. GABEST-L)

and follow the resulting instructions.

ResourcesResources

• Wimba Sessions• Wimba Sessions– OIIT utilizes Wimba’s Live Classroom to offer

Monthly Release Review eTraining andMonthly Release Review, eTraining, and UPICKIT sessions to provide users with an enhanced level of customer service providedenhanced level of customer service provided by the GeorgiaBEST Production Support Team.

ResourcesResources

• Monthly Release Review• Monthly Release Review– Provides an overview of the Georgia

Enhancements that are being released forEnhancements that are being released for production use by OIIT.

– No registration or registration fee required– No registration or registration fee required.

ResourcesResources

• Monthly Release Review• Monthly Release Review

ResourcesResources

• eTraining• eTraining– Scheduled each month to provide a training

session for each module: Student Accountssession for each module: Student, Accounts Receivable, and Financial Aid.

– Based on requests by customers– Based on requests by customers– Sessions are archived for future viewing

No registration or registration fee required– No registration or registration fee required.

ResourcesResources

• eTraining• eTraining

ResourcesResources

• eTraining• eTraining– Coming Soon!

April 2010• April 2010– Third Party Contracts and Exemptions– Loading GSFApps into Banner– Registration Set Up - Catalog

• May 2010Fee Assessment– Fee Assessment

– HOPE Processing, Invoicing and Reconciliation– Registration Set Up – Pre-requisite Checking

ResourcesResources

• eTrainingeTraining– Additional training information can be found

on the GeorgiaBEST Production Support webon the GeorgiaBEST Production Support web site on the Training and Events calendar

• http://www.usg.edu/georgia_best/training/p g g g _ g

ResourcesResources

• UPICKIT• UPICKIT– Allows institutional users to select a date and

topic to discuss with the GeorgiaBESTtopic to discuss with the GeorgiaBEST Production Support Team.

– Can be used for functional training or support– Can be used for functional training or support.– Scheduled every two weeks for 1 hour.

Requires registration at– Requires registration at http://www.ciclt.net/sn/events/e_signup.aspx?ClientCode=bor&E_ID=500173&RegType=ATT

ResourcesResources

• Proprietary Information• Proprietary Information– All user documentation, release notes,

release announcements test plansrelease announcements, test plans, workbooks, and training materials such as CBT’s may be downloaded by an institutionCBT s may be downloaded by an institution for internal use only. This documentation must be stored in a secure environment that is password protected to avoid public access to information deemed private and confidential by the vendor(s)confidential by the vendor(s).

ResourcesResources

• Banner Project Leaders• Banner Project Leaders– Functional

T h i l– Technical

http://www.usg.edu/georgia_best/functional_leaders/

QuestionsQuestions

Participant PollParticipant Poll

Your participation in this session is important to us. Please be sure to fill out the

participant poll. Include your name and the names of all participants in the room

with you and the institution name.

Additional OIIT Resources and Support

• To create a new or update an existing production downTo create a new or update an existing production down, business interrupting (emergency) support request, call the OIIT Helpdesk immediately– 706-583-2001– 1-888-875-3697 (toll free in Georgia)

For anything else contact the OIIT Helpdesk at• For anything else, contact the OIIT Helpdesk at– http://www.usg.edu/customer_services (self-service support

request) or– E-mail [email protected]

Note: Self-Service requires login using a user ID and access code. Contact the OIIT Helpdesk at [email protected] to obtain self-service login credentials.

Session Archive InformationSession Archive Information• To access archived sessions via Wimba’s Live Classroom:

– Go to http://gbor.wimba.com/launcher.cgi?room=Btrain1– Select PARTICIPANT LOGIN.– When prompted, enter the following information:

• Room ID: Btrain1• Name: <your name> (This cannot contain spaces, but will accept

underscores).– Select "Lobby"y– Select the "Archives" tab– Select the session you wish to view. The sessions are listed by

date.A i d ill ith th i di id l lid li t d A– A new window will appear with the individual slides listed. As you select each slide title, the slide will be displayed with the accompanying audio

SurveySurvey

We want to hear your questions, comments, and critiques Please be sure to fill out theand critiques. Please be sure to fill out the

survey following the presentation.

Break Out SessionsBreak Out Sessions

• Georgia Enhancements Overview– Student: 11:00 – 12:00– Financial Aid: 1:30 – 2:30– Accounts Receivable: 2:30 – 4:00

Lunch will be from 12:00 until 1:30 TheLunch will be from 12:00 until 1:30. The Financial Aid Session will begin promptly at 1:30.

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