Banner Document Management Suite David Cheney SunGard Higher Education

2www.sungardhe.com Introductions Your Speaker: David Cheney  Document Management Consultant for SunGard HE  Based out of Virginia Beach, VA  10+ Years Experience with AppXtender  CDIA+ Certified Team Introductions  Name, Role, How related to Banner/Xtender  “Brush With Greatness”

3www.sungardhe.com Slumbering Celebrity

4www.sungardhe.com Brush with Greatness

5www.sungardhe.com Agenda Tuesday  Kickoff/Overview  Collect Sample Reports  Install Software  Report Processor Configuration Wednesday  Report Processor Configuration  Administrator Training Thursday  Group Session to Demonstrate Progress  Additional Report Processor Configuration and Tweaking

6www.sungardhe.com AppXtender Report Manager (AXRM)  Automate the Indexing of Generated Documents  Processes PDF or ASCII  Optional Print Stream Processor for PCL & Other Formats

7www.sungardhe.com Potential Document Types  Award Letters  Decision Letters  1098Ts  POs or Invoices from Form Fusion  Salary Letters or Profiles  Gift Acknowledgements  Banner Reports from.LIS files

8www.sungardhe.com End User Responsibility  Provide Report Sample Templates  Drop Reports in Designated Drop Box  Do “Nothing”

9www.sungardhe.com Actions That Can Break a Report Processor  Changes to a Report Template  Changes to Data Types Within a Report  Changes to the PDF Generator  Upgrades  Use of Different Tools  Use of Different Version of Same Tools

10www.sungardhe.com End User Work Flow  Drop Reports in Designated Drop Box  Magic Happens  Enjoy!  Report Any Proposed Changes to the AXRM Administrator

11www.sungardhe.com Administrator Responsibility  Install/Upgrade/Maintain AXRM  Write Report Processors  Test and Approve  Establish Network Drop Box  Adjust Report Processors as Needed

12www.sungardhe.com Optional Advanced Features  Visual Basic Script Lookups  Form Overlay  Print Stream Processors  “On Error” Scripts  Disposition of Processed Reports

13www.sungardhe.com Questions

14www.sungardhe.com Thank you David Cheney