Banner XE Pre-Planning Grace La Torra Alex Garcia NMSU ICT Project Management Office

Agenda Banner XE Research NMSU Planning Process Pre-Implementation Projects Required Banner Upgrades Database Extension Utility (DBEU) Banner Workflow Banner CAS Next Steps

Banner XE Research

Banner XE Research Ellucian Conference Resources Presentations from Ellucian Talking to other schools Resources Ellucian Commons Banner Road Maps

BANNER XE ROADMAPS

NMSU PLANNING PROCESS

NMSU Planning Process Planning strategy Picked a module for implementation based on best probability – Banner Student in production by Spring 2015 Work backwards to implementation start date – Project start date June 2014 Research pre-implementation tasks/projects Formalize pre-implementation projects and work around existing priorities

NMSU Planning Process 4 critical pre-implementation projects identified Required Banner Upgrades - Done Database Extension Utility (DBEU) – In Progress Banner CAS Implementation – In Planning Banner Workflow Upgrade – In Progress

PRE-IMPLEMENTATION PROJECTS

Required Banner Upgrades Software Version Oracle Database 11.2.0.2 Finance SS 8.4 JDK 1.6 HR/Payroll Web Tailor 8.5.1 Position Control Workflow 8.0.1 Faculty & Advisor SS 8.5.2 Channels 8.3 Financial Aid 8.1 Enterprise Identity Services (BEIS) 8.1.3 Financial Aid SS General 8.5.1 w/ patches Flexible Registration 8.5.3 General Web Student Accounts Receivable Student SS Employee Self Serve (SS) ODS 8.3 w/ patches Finance 8.5 CAS 9

Database Extension Utility (DBEU) Adds extra columns to all the Banner tables Surrogate id Versions User id Data origin Activity Date VPDI code In the process of installing in a test environment Objectives Install the utility in preparation for Banner XE Apply workaround to prevent complete refresh of ODS tables Identify possible impacts to ODS and existing code

Banner CAS Implementation CAS stands for Common Authentication Service Required to switch between XE and traditional Banner INB forms Self-Serve at NMSU already CASsified Objectives Enable Banner INB CAS Possibly move the current CAS server (cloud) to campus – possible load issues? Integration of Banner INB with campus portal

Banner Workflow Currently on version 8.0.5 Better features in the newer version Objectives Enable CAS for workflow Upgrade to version 8.1.x Integration of Workflow with campus portal

NEXT STEPS

Next Steps Prepare and acquire NMSU budget Planning Assembling Teams Hardware, software specifications Implementation strategy Training strategy Assembling Teams Start regular meetings with ICT Managers Start regular meetings with clients