easy as 1-2-3: the steps to adopting the xe strategy for ... as 1-2-3: the steps to adopting the xe...

Easy as 1-2-3: The Steps to Adopting the XE Strategy for Banner Mike Bates

Principal Solution Engineer

June 6, 2016

© 2014 ELLUCIAN. CONFIDENTIAL & PROPRIETARY.

About me

• Experience

• Education


Integrated

Secure

Extensible

Analytics

Platform


Getting to know you

• How many of you…

– have single sign-on in place?

– are current on your Banner releases?

– have an Ellucian HUB account?

4

XE Strategy for Banner OverviewImplementing Banner 9 Applications


Introduction

Overview• Adopting the XE Strategy for Banner

– What does that really mean? • An updated application layer that can run in

conjunction with Banner 8 apps

• Uses your existing database

• Phased rollout

• Deploy one or multiple apps at a time

– Student Advising Profile and Employee Profile are two examples

– Yes, Banner 8 and Banner 9 applications will coexist using your existing database

6


Introduction

Overview

• Adopting the XE Strategy for Banner

– Platform Tools that Facilitate

• Ellucian Solution Manager

• If you don’t already have SSO in place

– SSO Manager and Ethos Identity

– Banner 9.x applications

• Self-Service

• Administration

7


Banner 8 – No SSO

Banner AdministrationBanner Self-Service

Banner Database

Human Resources

General

Finance

Student(A/R Financial Aid, Student)

Human Resources

General

Finance



Banner 8 – With SSO

Banner AdministrationBanner Self-Service

Banner Database

Identity Provider (CAS, Ethos Identity, etc.)

Human Resources

General

Finance


Human Resources

General

Finance


BEIS SSO Manager


Banner 9.x powered by XE

Administrative

Applications

Self-Service Apps

and APIs

Faculty Grade Entry

Attendance Tracking

Advising Student Profile

Employee Profile

Student Registration

Requisition

Position Description

Benefits

Budget Availability

Approvals

Banner Database

DBEU

Identity Provider (Ethos Identity, CAS, SAML2, etc.)

Application Navigator

Human Resources

General

Finance


Same

database


Banner 8 and Banner 9 Coexisting

Banner Database

DBEU

Identity Provider (Ethos Identity, CAS, etc.)

Application Navigator

BEIS SSO Manager

Banner 9x powered by

XE Technology

Banner 8

Self-Service

Oracle Administrative Forms

Self-Service Apps and APIs

AdministrativeApplicationsSame

database

XE for Banner Implementation StepsSelf-Service Application steps and Administrative Application Steps


XE for Banner 9.x Implementation Steps

Banner 9.x Self-Service Application Steps

and

Banner 9.x Administrative Application Steps

Steps 1 and 2 are the same for both scenarios

• If you’re looking for a suggestion, start with

either the Student Profile or Employee Profile

Banner 9.x Self-Service application

XE for Banner Self-Service

Application Implementation Steps


XE for Banner Self-Service 9.x App Overview

Banner 9.x Self-Service Applications

• Self-Contained apps that will replace Banner 8 Self-Service applications

• Use existing Banner database

• Are an application upgrade, so are included your maintenance

agreement

• Can exist alongside Banner 8.x Self-Service apps

• Ex. Student Profile 9.x is new, so stand it up and link to it

• Link to them from inside your existing portal, mobile, or self-service

navigation menu

• Responsive Design


XE for Banner Self-Service Implementation Steps

1. Implement Ellucian Solution Manager (ESM) in Banner 8

a. Download latest version Content Pack from Download Center

i. Includes Ellucian Solution Manager Pre-Reqs document

ii. Stand up ESM server, and install and configure ESM

b. Use it to manage Banner 8 Self-Service and Administrative application

upgrades

i. Includes: Student, General, Finance, AR, Financial Aid, Human

Resources, Position Control, and Advancement

ii. It acts as an interactive dependency matrix and downloads

install files

c. Use it to download and install Banner 9.x applications



2. Implement SSO into Banner 8 – if already

complete, skip to step 3

a. Implement Ethos Identity or CAS

b. Set up SSO Manager (component of BEIS, not all of

BEIS)

i. SSO Manager can be downloaded from the

Ellucian Hub Support Center under General as

BEIS



3. Choose a Banner 9.x Self-Service application to

install

a. These are self-contained and can be linked to from inside

your existing portal, mobile or Self-Service environment

b. Choose one that addresses your strategic goals

i. If looking for a suggestion: Start with Student

Advising Profile (combines data from 15 Admin forms

into one self-service app) or Employee Profile

c. Use ESM to establish and manage pre-reqs,

dependencies and perform necessary installations



4. Stand up new 9.x TEST application server

a. 4 core 16GB VM

b. Choose Tomcat or Weblogic OS – no preference

c. Use ESM to install new 9.x Self-Service application

d. Configure 9.x app and point it to your existing Banner test database

e. Plan for PROD server

i. Enable Banner 8 SSB Session Audit Tracking and use it to calculate

hardware specs

a) You can look up directions on how to get to these stats on p. 5-6

of the “Banner XE Sizing and Configuration” document

https://ellucian.force.com/clients/069G00000013ia2

ii. Watch Hardware Sizing Simplified recording – XE Guide Website

a) Includes sizing calculations and definitions



5. Stand up new PROD Self-Service 9.x App Server

a. Hardware sizing based on calculations done in Step 4

i. 4 core 16GB VM minimum

b. Deploy your production environment following the same

steps outlined for test

XE for Banner Administrative

Application Implementation Steps


XE for Banner Administration 9.x App Overview

Banner 9.x Administrative Applications

• One-to-one replacement of Banner Administrative Oracle forms

applications

• Eliminates Oracle forms technology

• One-to-one form upgrade – if functionality exists in Banner 8 it

will exist in Banner 9 on the same (named) page

• Are an application upgrade, so are part of your maintenance

agreement

• Browser agnostic

• No more java browser plug-in required

• UI/UX improvements

• Normal language messaging and use it on a tablet


XE for Banner Admin Implementation Steps

1. Implement Ellucian Solution Manager (ESM) in Banner 8

a. Download latest version Content Pack from Download Center

i. Includes Ellucian Solution Manager Pre-Reqs document

ii. Stand up ESM server, and install and configure ESM

b. Use it to manage Banner 8 Self-Service and Administrative application

upgrades

i. Includes: Student, General, Finance, AR, Financial Aid, Human

Resources, Position Control, and Advancement

c. It acts as an interactive dependency matrix and downloads install files

d. Use it to download and install Banner 9.x applications



2. Implement SSO into Banner 8 – if already

complete, skip to step 3

a. Implement Ethos Identity or CAS

b. Set up SSO Manager (component of BEIS, not all of

BEIS)

i. SSO Manager can be downloaded from the

Ellucian Hub Support Center under General as

BEIS



3. Choose an Administrative Application to install

a. Is your Banner 8 Administrative environment vanilla or do

you have customizations?

i. Vanilla? Move to step 4.

ii. If you have customizations, do they need to move

forward or can they be retired?

i. Retiring legacy code no longer needed is

important.

iii. Zip up remaining custom .fmb files and submit them

for evaluation through the XE Guide Website

i. More detail included in Appendix



4. Stand up new 9.x TEST application server

a. 4 core 16GB VM

b. Choose Tomcat or Weblogic OS – no preference

c. Use ESM to install new 9.x Administrative application and Application

Navigator

d. Configure 9.x app and point it to your existing Banner test database

e. Plan for PROD server

i. Use your Banner 8 PROD Admin App audit numbers to calculate

hardware sizing – You can look up directions on how to get to these

stats on p. 5-6 of the “Banner XE Sizing and Configuration”

document https://ellucian.force.com/clients/069G00000013ia2

ii. Watch Hardware Sizing Simplified recording – XE Guide Website

a) Includes sizing calculations and definitions



5. Finish Application Navigator configuration

a. Allows you to run Banner 8 and Banner 9 Administrative

applications at the same time navigating between them

seamlessly

b. Acts as a single point of entry and allows for some UI

personalization



5. Stand up new PROD Self-Service 9.x App Server

a. Hardware sizing based on calculations done in Step 4

i. 4 core 16GB VM minimum

b. Deploy your production environment following the same

steps outlined for test

Start Here

Immediate To Dos


To Do List

– Sign up for Ellucian HUB account if you don’t have one• ellucian.okta.com

– Follow the Banner Technical group on eCommunities

– Log into and review the XE Guide website

30


To Do List

– Choose Self-Service or Administrative Application• If unsure, choose Self-Service Employee Profile or Student Profile

– Follow the steps outlined – create a word doc with the

steps (have it as a handout)

– Watch Moving to XE for Banner recording

– Watch Hardware Sizing Simplified recording

31

Additional Resources

XE Strategy for Banner


Places to Find More Information

XE Guide – Log in with your Ellucian Hub account

• ellucian.okta.com

• Plan your XE Deployment page

• Ellucian Solution Manager (ESM)

• Hardware sizing resources

• Application and Database server OS information

• Banner Database Upgrades

• Enable Single Sign-on page

• EIS Information

• SSO via CAS information

• Get Current with Banner page

• Custom Oracle forms Analyzer tool

• Your Guide to Banner XE Adoption page

• Available XE for Banner Applications

• XE Strategy for Banner Overview recording

XE Guide link inside Ellucian

Hub - ellucian.okta.com


Places to Find More Information

Banner XE Implementation Workshops

http://www.ellucian.com/Support-and-Training/Course-Catalog/

Banner Tab>Listed under Banner Technical and Ellucian Solution Manager

Product Roadmaps

www.ellucian.com/roadmaps

Client Presentation On-Demand Webinars

Peer-to-Peer Webinar Series: Preparing for Ellucian XE – Bluefield State

XE Faculty Grade Entry for Banner® by Ellucian – Shippensburg University

Thank you!

Appendix:

PROD Hardware Sizing


PROD Self-Service App Server Hardware Sizing Calculation - Recommended

Adjusted Audited Peak Active Users (AAPAU)

• Obtain number of peak logged in Self-Service Users from audit logs

• Active user count is calculated as 80% of peak logged in Self-Service Users

• Maximum concurrent active users per VM is 800

• AAPAU Formula:

– Logged in Users*.8 = Active Users

– Active Users/800 = Number of VMs


PROD Self-Service App Server Hardware Sizing Calculation

Adjusted Total Student, Staff and Faculty population• Obtain total number of Student, Staff and Faculty (TSSF)

• Logged In User count derived from Ellucian Standard Multiplier based on your institution type

– .15 for Community Colleges or an institution with a high number of staff/faculty

– .10 for other institutions

• Active user count is calculated as 80% of peak logged in Self-Service Users


• ATSSF Formula:

– TSSF * .15 = Logged In Users

– Logged In Users*.8 = Active Users

– Active Users/800 = Number of VMs


PROD Administrative Application Hardware Sizing Calculations

Calculate Administrative Application requirements one of two ways:

Adjusted Audited Peak Active Admin Users (AAPAAU)

• Active user count is calculated as 20% of peak logged in Administrative Banner Users


• AAPAAU Calculation

– Logged in Admin Users*.2 = Active Admin Users

– Active Admin Users/800 = Number of VMs

or

Adjusted Total of Administrative Banner Accounts

• Logged In User count derived from Ellucian Standard .2 Multiplier

– Approximately 20% of all Banner Admin users are logged in at any given time

• Active user count is calculated as 20% of peak logged in Administrative Banner Users


• Adjusted Total Admin Banner Accounts Calculation

– Total Admin Banner Accounts * .20 = Logged in Admin Users

– Logged in Admin Users *.2 = Active Admin Users

– Active Admin Users/800 = number of VMs

Extensibility Tools


Extensibility Tool Functionality Availability

Page Builder Institutions can add XE for Banner Selfservice pages to support custom processes

Alpha: In progressGeneral Availability: 2nd half 2016

Theming Tool Apply branding across multiple XE for Banner applications including colors and logos

Phase 1: 2nd quarter - manually deployed by institutionPhase 2: 2nd half 2016 - full support

Relabeling Tool A user interface to support mass labeland message string customization

2nd half 2016

Administrative Extension Tool

Eclipse-based development tools for extending transformed Banner pages

Currently available for delivered XE administrative applicationsAnalyzer tool available on the XE guide page

Configure Page Components (CPC)

Hide fields and sections of a pageReorder fields, sections, tabsChange labels and textFuture: Add fields to a page

Available in existing Banner XE Administration and select Self Service ApplicationsFuture: Additional applications

Domain Extension Tool (DET)

Provides a mechanism for extending the domain (data access) layer of Grails applications

Available in Banner XE Administration and select Self Service ApplicationsFuture: Additional applications

Supplemental Data Engine (SDE)

Add institutional defined fields to capture dataFuture: Enhanced functionality across all applications

Currently available in Administrative applicationsFuture: availability in Self service applications

Custom Oracle Forms Assessment


1. XE Guide website accessed through the Ellucian Hub (Ellucian.okta.com) –

Analyze Mods page

2. Upload zip/tar of custom FMB files

3. FMBs automatically evaluated based on Banner baseline code set

4. Audit report posted to XE Guide website

5. Email notification sent to submitter

6. Submitter logs back into XE Guide and downloads report

Zip/Upload Code Tree

3

1

4

2

5

Custom Oracle Forms Transformation

6


XE Guide: Email Confirmation Example

Dear Ellucian University,

Thank you for submitting your information. Here is a confirmation for the assessment results for your uploaded forms: <filename> which has been posted within the XE guide (within the Ellucian hub (http://www.ellucian.com/Support-and-Training/Ellucian-Client-Support/).

The Level of Effort (LOE) is estimated in days for the different phases of the development, based on the complexity of the analyzed forms (syntax, and structure). The level of effort does notinclude prep and follow-up. Preparation typically includes establishing remote connectivity to your environment, establishing the project environment for your project, and planning the transformation project itself. Follow-up includes documentation, knowledge transfer, and deployment support.

If you are interested in moving forward with the transformation of your net new Oracle Forms to Java Pages, or your Ellucian baseline Oracle Forms modifications to page extensions, please contact your client partner.

In case you have additional questions about this assessment, please contact the Ellucian team at: [email protected]


XE Guide: Assessment Results Example

46


XE Guide: Assessment Report Terminology

47

Report Term Definitions:

• Form Name – Banner INB form name

• Lines of Code –Number of lines of code in the submitted form

• Complexity – Level of submitted form complexity

• Conversion Effort (Manual) – Estimation of hours required if form is recoded by hand from scratch

• Conversion Effort (Automated) – Estimation of hours required if Ellucian executes the transformation

• Migration Complexity – Level of conversion complexity if Ellucian executes the transformation

• Form type – Baseline / Net New / Baseline Modified

Required Staff Skills


Understand Required Skillsets

Infrastructure

• Java Platform

• Application server

o Configuration

o Application deployment

o Tuning

• Oracle Database

• Identity Management

Banner module deployment

• Configuration via property files

ESM

• Jenkins

• https://jenkins.io/index.html



Institutional Branding & Terminology

• CSS

• Property files

• Extensibility Tools

Banner Application Development

• Source Code Management with Git

• Model-View-Controller pattern

• Lightweight Web apps & APIs

o Grails Web Framework / Groovy

o Backbone, jQuery, AngularJS

o Spring, Hibernate

• Administrative applications

o Eclipse, Frames, Foundations

o Java (server side)



Training Courses Available

• http://www.ellucian.com/Support-and-Training/Course-

Catalog/

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