1. Banner XE Going Live on Presentation by:
Paige Bussell Chris Frost Gerald Hill

2. Banner XE Going Live on Presentation by:
Paige Bussell Chris Frost Gerald Hill

3. Banner XE Going Live on Presentation by:
Paige Bussell Chris Frost Gerald Hill

4. 9 Banner XE Going Live on Presentation by:
Paige Bussell Chris Frost Gerald Hill

5. Accessing Banner Three Ways Provided to Access Banner Data Database
Direct SQL Access
Self Service Banner (SSB)
Internet Native Banner (INB)
Database
Web Pages
Forms
Middleware

6. Accessing Banner
Direct SQL Access
Database

7. Accessing Banner
Self Service Banner (SSB)
Web Pages

8. Accessing Banner Internet Native Banner (INB) Forms
Go Through Menu Structure, Pull Out Names

9. Accessing Banner Internet Native Banner (INB) – Going Away By 2018
Forms
Go Through Menu Structure, Pull Out Names

10. Accessing Banner Internet Native Banner (INB) -> Banner XE Forms
Go Through Menu Structure, Pull Out Names
Web Pages

11. 7 Steps to Banner 9 Go-Live
STEP ONE: Sell the Upgrade
STEP TWO: Plan Resources
STEP THREE: Get Your Single Sign-On (SSO)
STEP FOUR: Deploy New Banner XE Servers
STEP FIVE: Set Up Application Navigator
STEP SIX: Train and Test … Repeat
STEP SEVEN: Go Live

12. Sell the Upgrade When is the Effective Deadline for INB De-support
December 2018
October 2018
February 2018
Greatest Vulnerability & Cause for Concern
Only One Browser Still Supports the INB Plugin
Internet Explorer Could Announce Discontinuation of Support at Anytime

13. Sell the Upgrade Make Everyone Aware of the Risks and Benefits
Share the Overall Approach to Banner 9
Do this Early and Often
Build Regular Communication between IT and End Users
Monthly Banner User Group Meeting
Report Status to the IT Steering Committee

14. Sell the Upgrade

15. Plan Resources - People
Plan the Project
Break Down Banner XE into Major Milestones
Get Commitment for Preliminary Starting Dates
Estimate Hours for Each Task
Account for Blackout Dates, Holidays, and Other Projects
Have the Project Plan Drive Estimates on Hours
Let Administration Know What Those Hours Will Be

16. Get Your Single Sign-On (SSO)
Enter your AD Username and Password

17. Get Your Single Sign-On (SSO)
Or …
You can click on Banner XE Admin from the Portal

18. Application Navigator
One Stop Link to Banner Apps
Allows Seamless Navigation Between Banner 8 and Banner 9 Apps
Since We are Launching a Portal, Rebranded Banner 8 SSB with New Look

19. Application Navigator

20. Deploy New XE Servers
Tech magic!

21. My Banner Menu

22. My Banner Menu

23. My Banner Menu
Banner Modules Appear
On the
Left

24. My Banner Menu Form Access Tree Hierarchy - drill down approach
Direct access
Personal Menu
Site Map
Paige

25. Banner Form Layout Page Header Key Block Information Block
Auto-Hint Bar
Status Bar

26. Page Header Page close icon Page Title
This is formatted per the preferences established on the User Preference (GUAUPRF) page.
Add/Retrieve Icons
These are used with Banner Document Management.
Related Menu
This displays a list of pages that can be accessed from this page (Options Menu in Banner 8).
Tools Menu
This includes refresh, export, print, clear record, clear data, item properties, display ID image, and other options controlled by the page.
Notification Center

27. Key Block
The first block on most pages contains key information. The key block determines what data is entered or displayed on the rest of the page. All the information on the page is related to the key block. The key block stays on the page as subsequent sections are displayed.
To access the body of the page, populate the key block data and then click Go (Enter)
You can return to the key block if you are in the body of a page by clicking Start Over (F5).

28. Person Lookup

29. Person Search (SOAIDEN)

30. Person [SSN] Search (GUIALTI)

31. Person Info (SPAIDEN)

32. Admissions Application (SAAADMS)

33. Admission Decision (SAADCRV)

34. Prior College Query (SOAPCOQ)

35. General Student Academic (SGASTDN)

36. Test Scores (SOATEST)

37. Schedule Section Search (SSASECQ)

38. Registration Query (SFAREGQ)

39. Registration Audit (SFASTCA)

40. Class Roster (SFASLST)

41. Course Summary (SHACRSE)

42. Term History / GPA (SHATERM)

43. Hold Information (SOAHOLD)

44. Person Comments (SPACMNT)

45. Permits / Authorizations (SFASRPO)

46. Student Registration (SZAREGS)

47. Train and Test Banner XE Working Sessions Reserved a computer lab
Set up recurring five hour appointment with primary Banner functional users
Kept running issues log updated each week

48. Train and Test Navigation Aids
Developed Navigation Guide
Made Sure to Include All Keyboard Shortcuts
After Initial Visual Shock, Even Old Time Users Settled In After an Hour and a Half
Place to Share Important Banner XE Information

49. Train and Test … Repeat Take It to the People
Expand the Banner XE Group
Bring In Other Personnel Like Advisors and Admin
Hold Open Labs for Hands On Banner XE

50. Set a Go Live Date Banner – Tuesday, October 10th
From 5pm to 9pm
Moving the XE Servers & Attaching Them to Production
Open Lab – Wednesday, October 11th
Added Banner XE Admin Link in Portal – Thursday, October 12th

51. Lessons Learned – Lesson #1
Don’t Panic !!!
Most of the changes are skin deep

52. Lessons Learned – Lesson #2
Have an Online Spot for XE Related News

53. Lessons Learned – Lesson #3
Start Using Banner XE as Soon as Possible
New Look and Feel Takes Time to Get Used to
Adapting Muscle Memory
Train the Trainers and Business Owners First

54. Lessons Learned – Lesson #4
Don’t Throw Out INB Overnight
Some XE screens are better developed than others
Financial Aid screens have issues
ISIR Load Forms
Admissions Transcript Evaluations

55. Lessons Learned – Lesson #5
Default Font and Colors Hard to Read
Can be changed with Optional Theme Server