2/2/2005Introduction to Banner 1 Introduction to Banner- General Overview Tri-County Banner Implementation Team Presented by Chris Marino

2/2/20052Introduction to Banner Objectives Describe the areas of Banner Main Menu Describe the areas of Banner Main Menu Navigate Banner using 3 different methods Navigate Banner using 3 different methods Describe the areas of a typical form Describe the areas of a typical form Explain the naming convention for forms Explain the naming convention for forms Search for items in the database Search for items in the database

2/2/20053Introduction to Banner Introduction Banner is simply an interface to a database. Banner is simply an interface to a database. Banner is essentially a collection of “Forms” that are used to put information into database tables or to browse the tables Banner is essentially a collection of “Forms” that are used to put information into database tables or to browse the tables Learning Banner means learning the “Forms” Learning Banner means learning the “Forms” The ONLY way to learn Banner is to use it! The ONLY way to learn Banner is to use it!

2/2/20054Introduction to Banner Open browser to tctc.edu:9090 Click Training Database Connecting to Banner

2/2/20055Introduction to Banner Getting into Banner – Logging On Enter your Username: TRAIN01 Enter your Password: TRAIN01 Enter the database: TRNG Click Connect

2/2/20056Introduction to Banner Getting Around in Banner - Main Menu A B C D E A-Menu Bar B-Forms Direct Access Box/Search Box C-Module Quick Links D-Main Menu Toolbar E-Forms Hierarchical Menu

2/2/20057Introduction to Banner Getting Around in Banner – Site Map

2/2/20058Introduction to Banner Getting Around in Banner - Direct Access Place the cursor in the “Go” box Type: SPAIDEN Hit Return Direct Access is always available under the File menu

2/2/20059Introduction to Banner Getting Around in Banner – Naming Conventions Position 1:Identifies the primary system owning the form, report, process or table. In the example below, the S denotes the Student system. Position 2:Identifies the application module owning the form, report, process or table. Position 3:Identifies the type of form. Positions 4-7:Identifies a unique four-character name for the form. SPAIDEN Position 1:S – Student system Position 2:P – Person application module Position 3:A – Application form Positions 4-7:IDEN – mnemonic indicating the form deals with identity of the person All Banner forms, reports, tables and processes are seven characters long and have the following structure: For a complete discussion of naming conventions including a matrix describing the values of each position, please see your Intro to Banner Training document.

2/2/200510Introduction to Banner Anatomy of a Form A B C D E F A-Menu Bar B-Tool Bar C-Title Bar D-Key Block E-Information Block F-Hint/Status Line Fields

2/2/200511Introduction to Banner Searching in Forms-The Search Button Click the “ Search” button The search dialog box appears, and allows the user to select the type of search to conduct. If the SSN was known, an alternate ID search could be performed, otherwise, do a name search.

2/2/200512Introduction to Banner Searching in Forms-The Search Button The search box below appears and allows user to enter/search on multiple fields. Wild characters can be used (%, or _) to conduct search. Enter the text to be searched for and execute the search by typing “F8” or go to the Query Menu and select “Execute” command or by pressing the “Execute Query” button

2/2/200513Introduction to Banner Searching in Forms-The Search Button This search below returned multiple matches. Either double click the ID of the result you want or place the cursor in ID block of the result you want and click the “Select” button on the toolbar

2/2/200514Introduction to Banner Searching in Forms-The Advanced Search From this page, you can tab over to the Name block, type a name, enter a couple letters and the wildcard symbol “%”, and then hit Enter to conduct an extended search. After hitting Enter, the Advanced Search screen is displayed

2/2/200515Introduction to Banner Object Searching-Searching Across all Banner elements From the Main Menu, you can call up “Object Search” by double clicking in the “Go:” box, clicking the “Search” button, or by choosing “Object Search” under the File menu

2/2/200516Introduction to Banner Object Searching-Searching Across all Banner elements Type search string in the Object Name or Description field. Remember to use “%” as a wildcard to make searches more effective. Execute the Query to begin the search (Press F8). Select the desired object and click the Start button. The requested object will be displayed. When searching for an object, keep in mind the naming conventions located earlier in this document.