Banner XE Going Live on Presentation by: Paige Bussell Chris Frost Gerald Hill

Banner XE Going Live on Presentation by: Paige Bussell Chris Frost Gerald Hill

Banner XE Going Live on Presentation by: Paige Bussell Chris Frost Gerald Hill

9 Banner XE Going Live on Presentation by: Paige Bussell Chris Frost Gerald Hill

Accessing Banner Three Ways Provided to Access Banner Data Database Direct SQL Access Self Service Banner (SSB) Internet Native Banner (INB) Database Web Pages Forms Middleware

Accessing Banner Direct SQL Access Database

Accessing Banner Self Service Banner (SSB) Web Pages

Accessing Banner Internet Native Banner (INB) Forms Go Through Menu Structure, Pull Out Names

Accessing Banner Internet Native Banner (INB) – Going Away By 2018 Forms Go Through Menu Structure, Pull Out Names

Accessing Banner Internet Native Banner (INB) -> Banner XE Forms Go Through Menu Structure, Pull Out Names Web Pages

7 Steps to Banner 9 Go-Live STEP ONE: Sell the Upgrade STEP TWO: Plan Resources STEP THREE: Get Your Single Sign-On (SSO) STEP FOUR: Deploy New Banner XE Servers STEP FIVE: Set Up Application Navigator STEP SIX: Train and Test … Repeat STEP SEVEN: Go Live

Sell the Upgrade When is the Effective Deadline for INB De-support December 2018 October 2018 February 2018 Greatest Vulnerability & Cause for Concern Only One Browser Still Supports the INB Plugin Internet Explorer Could Announce Discontinuation of Support at Anytime

Sell the Upgrade Make Everyone Aware of the Risks and Benefits Share the Overall Approach to Banner 9 Do this Early and Often Build Regular Communication between IT and End Users Monthly Banner User Group Meeting Report Status to the IT Steering Committee

Sell the Upgrade

Plan Resources - People Plan the Project Break Down Banner XE into Major Milestones Get Commitment for Preliminary Starting Dates Estimate Hours for Each Task Account for Blackout Dates, Holidays, and Other Projects Have the Project Plan Drive Estimates on Hours Let Administration Know What Those Hours Will Be

Get Your Single Sign-On (SSO) Enter your AD Username and Password

Get Your Single Sign-On (SSO) Or … You can click on Banner XE Admin from the Portal

Application Navigator One Stop Link to Banner Apps Allows Seamless Navigation Between Banner 8 and Banner 9 Apps Since We are Launching a Portal, Rebranded Banner 8 SSB with New Look

Application Navigator

Deploy New XE Servers Tech magic!

My Banner Menu

My Banner Menu

My Banner Menu Banner Modules Appear On the Left

My Banner Menu Form Access Tree Hierarchy - drill down approach Direct access Personal Menu Site Map Paige

Banner Form Layout Page Header Key Block Information Block Auto-Hint Bar Status Bar

Page Header Page close icon Page Title This is formatted per the preferences established on the User Preference (GUAUPRF) page. Add/Retrieve Icons These are used with Banner Document Management. Related Menu This displays a list of pages that can be accessed from this page (Options Menu in Banner 8). Tools Menu This includes refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page. Notification Center

Key Block The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block. The key block stays on the page as subsequent sections are displayed. To access the body of the page, populate the key block data and then click Go (Enter) You can return to the key block if you are in the body of a page by clicking Start Over (F5).

Person Lookup

Person Search (SOAIDEN)

Person [SSN] Search (GUIALTI)

Person Info (SPAIDEN)

Admissions Application (SAAADMS)

Admission Decision (SAADCRV)

Prior College Query (SOAPCOQ)

General Student Academic (SGASTDN)

Test Scores (SOATEST)

Schedule Section Search (SSASECQ)

Registration Query (SFAREGQ)

Registration Audit (SFASTCA)

Class Roster (SFASLST)

Course Summary (SHACRSE)

Term History / GPA (SHATERM)

Hold Information (SOAHOLD)

Person Comments (SPACMNT)

Permits / Authorizations (SFASRPO)

Student Registration (SZAREGS)

Train and Test Banner XE Working Sessions Reserved a computer lab Set up recurring five hour appointment with primary Banner functional users Kept running issues log updated each week

Train and Test Navigation Aids Developed Navigation Guide Made Sure to Include All Keyboard Shortcuts After Initial Visual Shock, Even Old Time Users Settled In After an Hour and a Half Place to Share Important Banner XE Information

Train and Test … Repeat Take It to the People Expand the Banner XE Group Bring In Other Personnel Like Advisors and Admin Hold Open Labs for Hands On Banner XE

Set a Go Live Date Banner – Tuesday, October 10th From 5pm to 9pm Moving the XE Servers & Attaching Them to Production Open Lab – Wednesday, October 11th Added Banner XE Admin Link in Portal – Thursday, October 12th

Lessons Learned – Lesson #1 Don’t Panic !!! Most of the changes are skin deep

Lessons Learned – Lesson #2 Have an Online Spot for XE Related News http://bannerxe.com http://bannerxe.com/tamuc http://bannerxe.com/tamut

Lessons Learned – Lesson #3 Start Using Banner XE as Soon as Possible New Look and Feel Takes Time to Get Used to Adapting Muscle Memory Train the Trainers and Business Owners First

Lessons Learned – Lesson #4 Don’t Throw Out INB Overnight Some XE screens are better developed than others Financial Aid screens have issues ISIR Load Forms Admissions Transcript Evaluations

Lessons Learned – Lesson #5 Default Font and Colors Hard to Read Can be changed with Optional Theme Server