1. Banner/Recruiter Integration Tips and Tricks
March 31, 2015

2. Agenda 1 2 3 Ellucian by Banner/ Ellucian Recruiter Integration
is a
powerful package! 1
Overview 2
Best Practices 3
Further Details and Troubleshooting

3. Overview

4. Integration Overview Banner Recruiter
Load and maintain prospect data
Receive applications
Process applications
Admissions decisions
Funnel tracking and reporting
Banner
FinAid processing
Admissions decisions
Receive deposits
Confirm enrollment
Course registration
Recruiter 3.7.1
is a
powerful package!
Banner Recruiter Integration delivers web services that power the flow of information between the two systems

5. Information that each system can send to the other
Recruiter
Provisioning Information
Banner
Prospects*
Prospect/Application ERP ID
Applications*
Test Scores*
Supplemental Item Info
Items Received
Financial Aid Information & Prospects
Proposed Admissions Decision
Application Decision Statuses
Admit, Confirmed & Enrolled Status

6. Fields are mapped out of the box

7. Add/drop or census date
Flexibility to control what & when information is sent
Add/drop or census date
Enrolled
Registered
Confirmed/ Deposit
Admitted
Application Complete
Application Started
Inquiry
Ellucian Recruiter
Send prospect information early
Send submitted applications
Send accepted applications
Banner Student
Confidential & Proprietary | February 1, 2013 7

8. System View Banner Event Publisher (BEP) Banner Student Recruiter
Rules that trigger BR transactions
Monitors Banner for relevant changes
Permanent Tables
Match Push
Banner Recruiter Integration Manager (BRIM)
Configure integration
Receive & process XML
Receive & process BEP messages
Manage errors
Temporary Tables
Load
eRules
Translations

9. Banner Integration Requirements for Recruiter 3.7(.1)
Product
Required Version
Ellucian Recruiter
3.7(.1)
Banner Student
8.6.1, plus patch Note: higher versions may also be installed as long as has been applied.
Banner General
8.6 or higher
Banner Accounts Receivable
8.4.5 or higher
Banner Financial Aid (optional)
or higher
Banner Database Extension Utility
Must be run on at least Banner General, Student and AR.
Payment Gateway (optional)
1.3
BDM with AX Web Services & AX Web Access
8.4 or 8.5
Banner Recruiter Integration Manager (BRIM) or
Banner Event Publisher (BEP)
1.2.1 or 1.2.3

10. Additional Things to Know
Recruiter at Ellucian Live
Recruiter Sessions
eCRM Lounge
Customer Success Booth (in Exhibit Hall) to assist customers with:
Signing up for eCommunities
Developing a successful Recruiter upgrade path
Action Line Center – Make Recruiter appointments
Customer Success Management Program
Implemented to support the continued success of our customers with regards to:
Adopting the latest releases
Being prepared for releases
Ensuring that issues/questions are appropriately channeled to the right people at Ellucian
3/25/15 Recruiter Webinar - Roadmap and Recruiter release overview
- Recording available:

11. Best Practices

12. Initial Business Decisions for Integration
Options for sending prospects and applications
Four rules control whether Banner recruit records are created/updated
When will we send applications to Banner?
Do we need to send prospects?
Will we send them automatically or on demand?

13. Provisioning Information
Recruiter
Provisioning Information
Banner
Setup step that speeds implementation and reduces the need for translation tables
Typically happens once, but can be iterative
New jobs in Banner to provision
Validation tables
Organizations
Curriculum information
Prospects and associated prospect information

14. Banner’s Curriculum Crosswalk: SRARICC
Program Crosswalk
Banner’s Curriculum Crosswalk: SRARICC
SRRRICC – Recruiter Integration Curriculum Crosswalk Process
Process (job) that uses SQL statement in nnn_CURR_CROSSWALK rule to populate academic program/curriculum combinations.
SRARICC – Recruiter Integration Curriculum Crosswalk form
Banner form that displays the list of academic programs used in the integration. It can be populated using the SRRRICC process, or institutions can create the crosswalk rows by their own methods.
GORRSQL – Business Rules form
Form that displays the CURR_CROSSWALK rule. The SQL statement in the rule can be modified by institutions if desired.

15. Application Decisions and Status Updates
Recruiter
Banner
Applications
Updates to selected Banner data trigger status messages to be sent automatically
Proposed Admissions Decision
Application Decision Statuses
Admit , Confirmed & Enrolled Status

16. Maintaining and Managing Programs
Recruiter Academic Program  Banner Curriculum
College
Degree
Academic Program
Major
Program (optional)
Term
Level

17. Translation Tables Banner Student Recruiter SOTCNVT is used to:
Permanent Tables
SOTCNVT is used to:
Define direct translations (Recruiter code xyz = Banner code abc)
Specify how to convert a value that doesn’t have a match
Specify what to put in Banner if a value doesn’t come over
Match Push
Recruiter Values
Temporary Tables
eRules
Translations

18. Financial Aid Support for both Linked and Unlinked ISIR’s
The Financial Aid Integration Rules Form (RORINTR) allows you to control the type of financial aid information that is sent to Recruiter.
Financial Aid Awards
FASFA Information
No updates to Financial Aid information are made in Recruiter

19. Further Details and Troubleshooting

20. Details of Integration Components
HTTP Outbound
HTTP Inbound
Provisioning
Prospects
Applications
Proposed Decision
Test Scores
Checklist Items Received
ID Delete
ERP ID
Application Status
Accepted/Confirmed/
Enrolled Dates
Financial Aid Awards
FAFSAs
Recruiter
WebLogic
BRIM
BEP
Recruiter Solution within Dynamics CRM
Recruiter Response Service
BRIM
Banner Event Publisher (BEP) 6
Permanent Tables
Save to Banner Permanent Tables (Push)
Temporary Tables
Yes
Transform JSON data & Save to Banner Temporary Tables (Load)
Enterprise ID Match?
Matching API (Match) 1 No
Recruiter
Banner

21. Monitoring WebLogic Verify the WebLogic Managed Servers are running
Verify the WebLogic deployments are running

22. Monitoring BRIM – Connection to Recruiter
Verify that BRIM can reach Recruiter – Click the Connection Test button
If the connection test fails, a detailed error message will be displayed

23. Monitoring BRIM – Connection to JMS Message Queue
Verify that BRIM is subscribed to the JMS event topic
If not, an error will be displayed

24. BRIM Integration Logs BRIM Application logs
The level of detail in these log files is controlled by settings in the brim_configuration.groovy file.
These logs could be located in the DOMAIN_HOME/target/logs or in a location specified in the startup parameters of the managed server where BRIM is deployed.
brim.log
brim_event.log
WebLogic Managed Server Logs
These logs are located in the director for the managed server where BRIM is deployed. For example of the BRIM managed server is called BRIMServer, the log files will be in: DOMAIN_HOME/servers/BRIMServer/logs
BRIMServer.log
BRIMServer.out

25. Monitoring Banner Event Publisher
The Events tab shows the status of defined events

26. Monitoring Banner Event Publisher (cont.)
The Administration tab shows the status of the Streams capture and apply processes
The normal state should be WAITING FOR TRANSACTION

27. Recruiter Integration Logs
To enable the integration logging feature in Recruiter:
Create a local folder on the Recruiter application server such as C:\IntegrationLogs
Set the IntegrationMessageLogDirecytory setting to C:\IntegrationLogs
Set the IntegrationEnableMessageLogging to TRUE
Send your data to the ERP or run an ERP Import
Check the C:\IntegrationLogs folder

28. Recruiter Integration Logs Sample
URL:
Json:
Response: StatusCode: 201, ReasonPhrase: 'Created', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: {
Transfer-Encoding: chunked
X-hedtech-message: default.rest.created.message
X-hedtech-Media-Type: application/json
Date: Thu, 19 Mar :42:36 GMT
X-Powered-By: Servlet/2.5 JSP/2.1
Content-Type: application/json; charset=utf-8 }
Response: {"academicProgram":null,"admissionType":null,"alienRegistrationNumber":null,"alternateFirstName":null,"alternateLastName":null,"applicationDate":null,"applicationId":null,"birthCity":null,"birthDate":null,"birthState":null,"campus":null,"citizenship":null,"customFields":null,"educationGoal":null,"enterpriseId":null,"firstName":"David","fullOrPartTime":null,"gender":null,"guardianAddress“…

29. Recruiter System Logs
Settings -> General Settings -> Error Log Entries
LogLevel configuration setting can be changed to get more details
1 – Critical, 2 – Error, 4 – Warning, 8 – Information, 16 - Verbose
Default is 7 = Critical, Error, and Warning

30. Recruiter Workflows
ERP Imports, Financial Aid Imports, and Items Received Imports
Workflows
Connect to Banner via BRIM to retrieve data
Start a Recruiter import job
For status, check Settings -> System Jobs

31. Available Resources Documentation Integrating Recruiter with Banner
Troubleshooting BRIM and how to increase the information displayed in the log files
Recruiter Installation Procedures
Setting up the Recruiter side of the integration
Banner Event Publisher Handbook
Installing, configuring, and troubleshooting BEP
Banner Student and Financial Aid Release Guides
Setting up the Banner side of the integration
Knowledge Articles
Recruiter -> Banner Troubleshooting - Common Issues
Search Ellucian Support Center for specific errors

32. Extending the Integration - Overview
Exporting Custom Fields to Banner
What are custom fields?
Custom fields created by institutions in Recruiter to meet specific needs
Existing fields in Recruiter than are not part of the integration objects
Fields included in the integration that may also be applied in Banner in a different way
What fields are included in the delivered Integration?
Recruiter to Banner Field Mappings.xlsx

33. Extending the Integration – How it Works
Add additional fields to the export map in Recruiter; the additional fields are appended to the JSON when you send a prospect or application to Banner
Additional field values are loaded to a new temporary table in Banner: SRTCSTM
Custom PL-SQL package is called by the Banner Push process and handles the new data (Last step in the PUSH process)

34. Extending the Integration – Instructions and Examples
The document Integrating Recruiter with Banner contains instructions on setting up custom integration and also has a sample PL/SQL procedure using the example of Incarceration indicator (bio/demo record - SPBPERS)
Other examples may be available through Ellucian Professional Services or from other customers via eCommunities.

35. Integration Top 5 Key Success Factors
Test the round trip integration thoroughly to be sure all elements are configured correctly and communicating properly.
Be thorough and careful with provisioning of validation lists to avoid unnecessary Loader Errors later on.
Be sure all settings are correct in Recruiter, BRIM, BEP, and Banner.
Clone both Banner and Recruiter at the same time to avoid synchronization issues and save BEP and BRIM configurations before cloning over them.
Review documentation (“Integrating Recruiter 3.x with Banner”) to further understand the integration/provisioning workflows: Import items received, export supplemental information, and Financial Aid.

36. Questions?