Loading Banner Web Applications Through The SSD Software AXIOM Indiana University of Pennsylvania Mary Mosholder

Presentation Goal To review the use of an IUP Banner process to export Banner Web Application data to a file that the SSD software Axiom can use to load the student record and update Banner. IUP program based on Banner packages for application push

About IUP 14,000 students; 1,800 employees Largest Member, SSHE 3 campuses; 1 center; 1 academy Doctoral I Clock-hour programs

Banner at IUP Live with 8 baseline modules and 6 Self Service products since 2000. Banner 7.x – October 2005 Oracle 9i Database Oracle Application Server 10g Sun Solaris – DB servers INB Servers (4)

The Challenge The Banner Web Applications were filled out by students. Periodically a person in Admissions would push the web applications, one at a time, into Banner using the SAAEAPS form. That night a paper version of the applications was printed. The next day another person in Admissions would enter the data from the paper applications that was not automatically pushed by the Banner push process. Time Consuming Not all info on Application pushed automatically to SAAADMS

Solution Building Blocks Created Banner process using Pro*C Worked with SSD on the file load portion for Axiom

Topics Web Application Push Process Admissions Goals for Web Applications Banner Process to extract Web Application SSD loading of Web Application

Web Application Push Process The Banner Web Application had questions that were not loading correctly The Banner Web Application allows for schools to have additional questions When a student submits their Web Application, it is marked as complete on SAAEAPS Began Project in 12/02 Additional Questions are loaded into Application Questions and Answers [SAAQUAN] portion of SAAADMS

Web Application Push Process An Admissions person looks at SAAEAPS for complete applications on a regular basis and manually pushes them In the evening an automatic letter generation job runs that prints a paper version of the web application DEFECT that kept IUP from going to SARETMT: CMS-DFCT69085 : In Banner 5 batch loading was not working: Web for Admissions process SARETMT which is used to bulk PUSH and VERIFY web applications is not working in Banner 5. Getting the following error "BANINST1.F_GET_CURRICULUM", line 47 ORA-06512: at line 1 WRN-ORACERR: Error occurred in file "saretmt.pc" at line 1335

Web Application Push Process

Web Application Push Process

Web Application Push Process Search on app type, complete, and U for accepted

Web Application Push Process Manual Verification – Associate Person with ID, and check Manual Application Verification Steps Complete Indicator

Web Application Push Process Change Accepted to Y and Verify Correct/override errors Then load

Web Application Push Process Every morning the paper web applications are delivered to Admissions An Admissions staff member then looks over the paper application and adds the non pushed data to the student’s SAAADMS screen

Web Application Push Process

Web Application Push Process

Admissions Goals for Web Applications Be able to load multiple people in a short amount of time Load all data at once so application is complete on SAAADMS sooner Could load batch with SARETMT All Data: Defect:CMS-RPE42397 – previous name does not load into Banner – pending Defect: CMS-3371240 : Residency not mapping correctly so all international and out of state kids get default resd which leads to the wrong checklist – Resolved 6/2005

Banner Process to extract Web Application Extract a tab delimited file of web applicant data Discussed which fields with SSD beforehand Changes to some free form questions Campus Felony Set limit on unlimited portions of the web application Previous College Relatives Some additional questions translate to attributes Only take up to 5 prev colleges Relatives: mother, father, and gaurdian only

Banner Process to extract Web Application

Banner Process to extract Web Application New questions with added functionality Commuter/Resident Corrected invalid EDI code for Activities Data pulled from Banner Temporary tables Personal Information – SARPERS Occupation for Relative – SAREMPL Address Information - SARADDR EDI – were looking for SA Activity codes when IUPs default is null

Banner Process to extract Web Application Web Application Default – STVWAPP High School - SARHSCH Prior College – SARPCOL, SORXREF Telephone – SARPHON Curriculum – SORMAJR, SORDEGR Field of study - SARDFOS

Banner Process to extract Web Application Activities – SARACTV Application Base - SARHEAD Legacy – SORXREF SQL packages and functions Used Banner versions within process

SSD Loading of Web Application SSD & IUP Set up folder for file from Banner Which fields are updated Name Suffix Residency Code Legacy Code Default of full time Which fields matched on File name is Time stamped so multiple files can sit in the folder -should not happen if set up to constantly check for new files

SSD Loading of Web Application Areas/Banner Tables used within Axiom Personal Information – SPBPERS Name – SPRIDEN Address – SPRADDR Telephone – SPRTELE Email – GOREMAL Applicant – SARADAP, SARRSRC

SSD Loading of Web Application Relative Information – SORFOLK High School – SORHSCH Activity Codes – SORINTS Applicant Attributes Codes – SARAATT Prior College Information - SORPCOL, SORDEGR, SORMAJR, SORMINR Additional Questions – SARQUAN Web Applications - SARHEAD Set up xls file of fields

Point out Field# and blank ones for default values, update if exists, Req

Point out Codes

SSD Loading of Web Application If previous school not selected from Banner, SSD will do its own look up based on School Name, City, and State John Leja was onsite for AXIOM upgrade so he personally explained how to load from the file into AXIOM and implemented the initial setup

Point out: types of sources, some scan, some files Auto upload and uploader Go down form explaining fields

Explain fields and match threshold examples

Explain diff between possible matches and exact

Explain why field setup needed and go over fields

Go over conversion to format importance

Supplies drop down lists in verification forms

Explain why not available in Prod

Find source and get records

Explain match vs new

Can unclick fields you wish to not update

Conclusion IUP developed a Banner process to extract web applicant information into a file. That file is then loaded through AXIOM so that fields containing IUP specific data are loaded along with the Banner loaded data.

Questions Mary Mosholder Technology Services Center Application Development G-14 Stright Hall, IUP Indiana, PA 15705 (724) 357-4721 msinger@iup.edu