A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 1 XtenderSolutions Part II – Alive Presented by: Le Neva Madden Eastern New Mexico University – Portales March 21, 2007 Course ID 1543

2 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)

3 Course ID 1543 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

4 Course ID 1543 Background Eastern New Mexico University Founded in 1934 State Institution Main Portales – 4135 Students Branches Roswell – 3864 Students Ruidoso – 843 Students

5 Course ID 1543 Background (cont’d) Banner since 1999 BXS Implementation began in 2003 Live since early 2004 Current releases Banner General 7.3 ApplicationXtender

6 Course ID 1543 Background (cont’d) Live Applications – documents (as of 2/2007) Finance Purchasing/AP – documents Common – 1 doc (not currently active) Financial Aid Tracking Requirements – docs Student Admissions – docs Student Common – 2716 docs Catalog / Course Section – 6 docs (latest to go live) Users love it!

7 Course ID 1543 Topics Document Prep Scan Index View

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 8 Document Prep

9 Course ID 1543 Document Prep Big Deal! Detail oriented “Quality Control” personality Practice, experiment & play

10 Course ID 1543 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

11 Course ID 1543 Document Prep (cont’d) 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

12 Course ID 1543 Document Prep (cont’d)

13 Course ID 1543 Document Prep (cont’d)

14 Course ID 1543 Document Prep (cont’d) Use copier to make better ‘original’ Multi-colored ink Colored paper Multi-colored paper Dark or light originals Watermarks Backgrounds Enlarge to enhance

15 Course ID 1543 Document Prep (cont’d) 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

16 Course ID 1543 Document Prep (cont’d)

17 Course ID 1543 Document Prep (cont’d) 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

18 Course ID 1543 Document Prep (cont’d) 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

19 Course ID 1543 Document Prep (cont’d)

20 Course ID 1543 Document Prep (cont’d)

21 Course ID 1543 Document Prep (cont’d) 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

22 Course ID 1543 Document Prep (cont’d)

23 Course ID 1543 Document Prep (cont’d)

24 Course ID 1543 Document Prep (cont’d)

25 Course ID 1543 Document Prep (cont’d)

26 Course ID 1543 Document Prep (cont’d) Custom report for verification – B-S-SECT

27 Course ID 1543 Document Prep (cont’d) 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 documents became unsynchronized Restored images Users re-indexed

28 Course ID 1543 Document Prep (cont’d) More Tips & Tricks Verify good copy before student leaves with original One document type per page Copy multiple times for separate indexing

29 Course ID 1543 Document Prep (cont’d)

30 Course ID 1543 Document Prep (cont’d) More Tips & Tricks List of names Copy list for each person Circle name (no highlighter) on each copy Block out other names

31 Course ID 1543 Document Prep (cont’d)

32 Course ID 1543 Document Prep (cont’d) 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

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 33 Scan

34 Course ID 1543 Scan ScanXtender

35 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Resolution

36 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Mode

37 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Res/Mode – Example 1

38 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Res/Mode – Example 2

39 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Page Size

40 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Source

41 Course ID 1543 Scan (cont’d) ScanXtender – Scan setting – Feed – Auto

42 Course ID 1543 Scan (cont’d) ScanXtender – Configuration – Noise Level

43 Course ID 1543 Scan (cont’d) ScanXtender – Scan a new batch

44 Course ID 1543 Scan (cont’d) ScanXtender – Batch Name

45 Course ID 1543 Scan (cont’d) ScanXtender – File Close - Most Important!!!

46 Course ID 1543 Scan (cont’d) ScanXtender – File Exit – Release license for others

47 Course ID 1543 Scan (cont’d) ApplicationXtender

48 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan Setting – Resolution

49 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan Setting – Mode

50 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan Setting – PageSize

51 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan Setting – Source

52 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan Setting – Feed – Auto

53 Course ID 1543 Scan (cont’d) ApplicationXtender – Configuration – Noise Level

54 Course ID 1543 Scan (cont’d) ApplicationXtender – Open Existing Batch

55 Course ID 1543 Scan (cont’d) ApplicationXtender – Select Batch

56 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan New Document

57 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan – Opens Index Window

58 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan – File Close!!!

59 Course ID 1543 Scan (cont’d) ApplicationXtender – Scan – File Exit – Release license

60 Course ID 1543 Scan (cont’d) SX Annotations – Highlighter, Redaction & Arrow

61 Course ID 1543 Scan (cont’d) AX Annotations – Highlighter, Redaction & Arrow

62 Course ID 1543 Scan (cont’d) WX Annotations – Highlighter, Redaction & Arrow

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 63 Index

64 Course ID 1543 Index ApplicationXtender – Utilities / Batch Index (List)

65 Course ID 1543 Index (cont’d) ApplicationXtender – Batch List

66 Course ID 1543 Index (cont’d) ApplicationXtender – Batch is opened

67 Course ID 1543 Index (cont’d) ApplicationXtender – New Document (from menu)

68 Course ID 1543 Index (cont’d) ApplicationXtender – New Document (button)

69 Course ID 1543 Index (cont’d) ApplicationXtender – Close Application List

70 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID

71 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID – ID

72 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID – Doc Type

73 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID – Save

74 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID – Attach

75 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID – Different

76 Course ID 1543 Index (cont’d) ApplicationXtender – Index Window – B-S-ID – Finished

77 Course ID 1543 Index (cont’d) WebXtender

78 Course ID 1543 Index (cont’d) WebXtender – Batch Index (List)

79 Course ID 1543 Index (cont’d) WebXtender – Open batch for indexing

80 Course ID 1543 Index (cont’d) WebXtender – Batch opens in another window

81 Course ID 1543 Index (cont’d) WebXtender – New Document

82 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ

83 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – ID & TAB

84 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Doc Type

85 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Aid Year

86 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Track Req

87 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Track Status

88 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Save

89 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Attach

90 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Finished

91 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Close List

92 Course ID 1543 Index (cont’d) WebXtender – Index Window – B-R-TREQ – Logout

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 93 View

94 Course ID 1543 View From Banner – B-F-DOCS – XS button

95 Course ID 1543 View (cont’d) From WebXtender – B-F-DOCS – New Query

96 Course ID 1543 View (cont’d) From WebXtender – B-F-DOCS – Query Window

97 Course ID 1543 View (cont’d) From WebXtender – B-F-DOCS – Document ID

98 Course ID 1543 View (cont’d) From WebXtender – Query Results – Open a Document

99 Course ID 1543 View (cont’d) WebXtender – User Settings

100 Course ID 1543 View (cont’d) WebXtender – User Settings – Document View

101 Course ID 1543 View (cont’d) WebXtender – User Settings – Interactive Viewer

102 Course ID 1543 View (cont’d) – Export document – Attach in

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com103 Summary

104 Course ID 1543 Summary LIVE!!! Now what do we do? Document Prep – become an expert Scan – the foundation Index – the connection View – the ultimate goal

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com105 Q? & A!

106 Course ID 1543 ? & !

107 Course ID 1543 Thank You! Le Neva Madden Manager of Administrative Computing Please complete the online class evaluation form Course 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.