1. General Navigation Lunch & Learn
April 24
12pm-1pm
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This will be recorded and uploaded to our Training & Documentation page after the presentation along with the slides.

2. General Navigation Presenters
Ashley Hanson – Student Financials Business Analyst
Crystal Tangsrud – Financial Aid Business Analyst
Dee Muir – Student Financials Business Analyst
Ashley

3. Housekeeping This presentation is being recorded.
The slides and recording will be available on our Training & Documentation page by the end of the week.
Please ask questions in the chat window throughout.
For listening quality we will be muting all microphones.
Before we get started here are a few Housekeeping items:
This presentation is being recorded. And the slides and recording will be available on our Training & Documentation page by the end of the week. Please ask questions in the chat window throughout. We will be going through these questions at the end. Due to the large volume of individuals viewing this we are only accepting questions by chat. For listening quality we will be muting all microphones.

4. Disclaimer
We are currently in the midst of the upgrade process and any screenshots, images, or demonstrations we go through today are from our Test environment. There may be changes in the final version that is deployed when we go-live. Please refer to our Training & Documentation page for all of our most current documentation.
Ashley

5. Agenda Introduction to 9.2 Common Verbiage Navigating Questions
Favorites
Homepages
Navigator
Other Tools
Questions
Resources
Here’s a review of our agenda.

6. Introduction to 9.2
Ashley

7. What is 9.2?
This is a technical upgrade from Campus Solutions version 9.0 to 9.2.
9.2 contains enhanced mobile functionality.
Primarily look/feel upgrade, very little functionality changes.
Campus Solutions 9.2 is a technical upgrade. Campus Solutions 9.2 includes functionality that allows for mobile-friendly pages for students. However, primarily it is the look & feel that is changing in this upgrade with very little functionality changes.

8. Why are we upgrading to 9.2? Some additional features
Enhanced Mobile Functionality
Oracle Support for Campus Solutions 9.0 ends in December 2019
We upgraded to 9.0 in June of years ago!
So some may ask, ‘Why are we upgrading?’. Campus Solutions 9.2 comes with additional features and enhanced mobile functionality. Oracle support is ending for 9.0 in December 2019 which makes this a perfect time for an upgrade to our environments. Campus Solutions 9.0 was upgraded in June of 2008, which was over 11 years ago. So to put that into perspective, this is a fun way to think about how mobile technology has changed from the Zach Morris phone, to the Nokia, up to phones we have today such as an IPhone.
It’s like cell phone technology. Everything changes!
8.0
9.0
9.2

9. When are we upgrading to 9.2?
March 18 - April 23: 9.2 Advisory Group Members Testing
May 13 – June 28: Stage Testing and Campus Sign-Off
July 12 at 5PM – July 15 at 12PM: Planned Outage for Production Upgrade
July 22: Query Environment Available (unavailable starting July 12)
There is an alternate/back up date two weeks after the current go-live should the project not meet critical benchmarks and need to be pushed back.
Please note that we are working to improve the date for Query environment to be available sooner than July 22nd.

10. Common Verbiage
Before we get too much further we should probably establish some common terms that we will use throughout this presentation.

11. Common Verbiage Classic: Your current navigation and style in 9.0
Fluid: Dynamic pages that adjust based on screen size. Desirable for mobile devices.
To start us off we have Classic and Fluid. Classic is the current look and feel you are used to seeing 9.0. With 9.2 Oracle is migrating more and more pages to the Fluid format which allows for a dynamic page that adjust based on your screen size. Such as the screenshot you see here. The same page has formatted to fit the small screen of a mobile phone. Oracle continues to develop Fluid pages but not all pages are Fluid so you may still find some Classic elements available.

12. Common Verbiage
Tiles: A navigation icon found on a Homepage. Can be a direct link to a page or collection of pages.
Page Tiles: A Tile that is tied to a single page.
Campus Solutions 9.2 offers with it many ways to navigate. One of the most common ways to get around will be through the use of Tiles like those in the screenshot below. There are really two forms of tiles: Page Tiles which will take you to a single page like the Add/Update a Person Tile below.

13. Common Verbiage
Navigation Collection or NavCollection: A collection of pages, grouped together for easy navigation. NavCollections are usually associated with Tiles, but Tiles don’t always have NavCollections. Created/maintained by CTS.
The second type of possible Tile you might see will have a Navigation Collection, or NavCollection, attached. A NavCollection is a collection of pages grouped together for easy navigation. These are useful tools as the pages load much quicker than navigating via other methods. It’s important to note that Oracle delivers many NavCollections and Tiles and CTS, in conjunction with the Campus Solution User Groups are developing NDUS collections as well.

14. Common Verbiage
Favorites: A collection of pages you refer back to often and want easy access to.
Navigation Bar or NavBar: A control panel that provides quick access to pages and folders in CS.
Some other terms we will use throughout are Favorites. Which you will likely recognize. Favorites are a personal collection of pages you refer back to often.
The Navigation Bar or NavBar is a control panel that offers quick access to pages, folders in the Navigator, Recent Places, your Favorites, and other items. You can access the NavBar by clicking on the compass in the top right hand corner.

15. Common Verbiage
Homepage: A collection of Tiles for easy navigation. There are both delivered and personal/customizable Homepages.
PUM: Acronym for PeopleSoft Update Manager. This replaces “Bundles” in 9.2. PUMs allow for a high degree of flexibility in installation.
Self Service: A menu or collection of pages used by the student to complete tasks in Campus Solutions. The Student Center is located in Self Service.
Homepages are one of the newest ways to navigate in Campus Solutions 9.2. They are highly customizable and allow for a very personal navigation experience.
You may hear the term PUM in the future. This refers to the way we will get updates from Oracle in the future and replace Bundles.
Another term used in Campus Solutions 9.0 that you will continue to see in 9.2 is Self Service. This is a menu or collection of pages used by the student to complete tasks in Campus Solutions. For example Student Center is located in the Self Service menu.

16. Common Verbiage
Student Center or Student Services Center: The student’s primary method of completing tasks in Campus Solutions This is available in 9.2 but no longer the primary method of activity for students.
And finally Student Center itself, which is also known as Student Services Center. This is the student’s primary method of completing tasks in 9.0. This remains available in 9.2, in fact the screenshot you see here is from the 9.2 environment. However, in 9.2 it is no longer the primary method for students to complete tasks like registering for classes or paying bills. These actions will primarily be completed by the student on the Student Homepage. For more information on the Student Homepage we refer you to the Student Navigation Lunch and Learn which was held a few weeks ago. This recording and slide deck can be found on our Training & Documentation page. There is also a demonstration video coming soon to show this.

17. Navigating
We are going to show you the new way to navigate with 9.2!

18. Favorites

19. Navigating with Favorites in 9.2
Your favorites will still be available in 9.2!!
Current Production Favorites will be copied to the new 9.2 Production.
Go through and clean-up ahead of time!
Don’t worry all!! You will still be able to navigate using your favorites!! These will come over from Production 9.0, so now might be a good time to clean these up so your favorites are linked to current pages.

20. Navigating with Favorites in 9.2
Ashley- You will be able to navigate using your favorites just as you do now. You will be able to use the ‘three dot icon’ button to add your current page to favorites.

21. Navigator

22. Navigating with the Navigator
This is the same idea as clicking “Main Menu” in 9.0
Menu Structure remains the same.
Ashley- Using the Navigator in 9.2 will be similar to using the Main Menu in The menu structure is the same in 9.2 that it is in The pages will be named the same, except for one page. Set Up HRMS is now Set Up Common Objects.

23. Navigating with the Navigator
Ashley- When you navigate using the Navigator you can click the top right corner to go back one ‘menu’ or you can click the arrow on the top left corner to get to the root menu.

24. Homepages

25. Navigating with Homepages in 9.2
Favorites on steroids or shared favorites
Delivered Homepages:
Campus Solutions Administrator Homepage
Faculty/Advisor Homepage
Student Homepage
Homepages are based on roles.
Security applies! You won’t be able to access content from a Tile that you can’t get to any other way.
Able to create/personalize your own Homepage
Add Public Tiles (with NavCollections)
Add Page Tiles
Now we’ll cover how to navigate with Homepages in the new version. We can think of homepages as shared favorites or delivered tiles and navigations. We have several delivered homepages. The Campus Solutions Administrator homepage will be delivered for staff with Campus Solutions administrator roles from the different modules. The faculty/advisor homepage will be available for those users with the faculty role. And the student homepage will be delivered for all students.
Homepages are based on roles and your security will apply. You won’t be able to access content from a tile or homepage that you can’t get to any other way.
You also have the ability to create and personalize your own homepages. You are able to add public tiles with attached nav collections. You’re also able to add page tiles that will link you out to a specific page in Campus Solutions.

26. Campus Solutions Administrator Homepage
This is a screenshot of the Campus Solutions Administrator Homepage. You will only see the tiles if you have access to that tile or a navigation within that tile.

27. CS Admin Homepage – Tile/Nav Collection
If you click on a tile, a collection of navigations associated to that tile will display. CTS has access to edit these navigation collections. Each module is working with their user group for input on navigations that can be added or removed.

28. Student Homepage Desktop Mobile
The next slide is a shot of what the student homepage looks like. This homepage contains tiles for the student to access all of their information easily on a mobile device. On the left is what the homepage looks like on a desktop, on the right is what it looks like on a mobile device.
Desktop
Mobile

29. Student Homepage – Tile/Nav Collection
When you click on a tile, student pages or navigations specific to that tile will display. Here you will see both a desktop screenshot and mobile screenshot of the Student Financials tile.
Desktop
Mobile

30. Faculty/Advisor
We also have a Faculty/Advisor Homepage. Users with the faculty role will have this homepage and this screenshot shows what is available on that homepage.

31. Personal Homepages
Users also have the ability to create personal homepages and customize their homepages. When you click on the icon that looks like three dots, you can click on the Personalize Homepage link.

32. Personal Homepages
From here you can add tiles to any of your homepages. If you click the Add Tile button, there will be a list of various public Tiles available for you to add.

33. Personal Homepages
Once you select the tile, it will be added to your homepage. You will want to click the green Save button in the top right hand corner to save any changes you’ve made.

34. Personal Homepages
We also have the ability to add personal homepages. You can click the Add Homepage button in the top left hand corner and a box will appear for you to type the name of a new homepage.

35. Personal Homepages
Then when you click Add, you will see your new homepage added to your list of homepages on the left hand menu. On your new homepage, you can Add various tiles by using the Add Tile button we previously discussed.

36. Personal Homepages
On the personalize homepage page you will also have the ability to delete any personal homepages or tiles that you have added. You can do this by clicking on the red X. You will only have the ability to delete homepages and tiles that have not been locked. We have locked down the 3 delivered homepages and the tiles associated with those homepages. You can add other tiles to the homepages, but you can not delete delivered tiles from them.

37. Personal Homepages
Another easy way to add page tiles to your homepage is by going directly to the page and clicking on the icon that looks like 3 dots. From there you can choose to either add the page to your homepage as a page tile, add the page to your NavBar, or add the page to Favorites.

38. Personal Homepages
From here I am going to add the View Customer Account page to my Campus Solutions Administrator homepage.

39. Personal Homepages
When I go back to personalize that homepage, you will see the new page tile that I just added. You will also see that this is the only tile that has the red X available on it, this is because this is the personal tile that I have just added to this homepage and not a delivered tile that has been locked for removal.

40. Other Tools
Let’s discuss some other tools available for navigation in 9.2

41. Other Tools: Search
A very cool feature now available to you is the Search feature. In the top right hand corner click on the magnifying glass and type in the search word you want to use. For my example, I am searching for the word “query.” It returns all pages I have access to that has this word in the name or description. You can also use advance search features to filter or refine your search. This is really handy if you are looking for a page that you don’t use often and haven’t saved to your Favorites or Homepage. If you’re not sure the menu, rather than clicking around trying to find it search for what you think the name of the page is and review the results.

42. Other Tools: Help Center
Helpful information for students and staff.
Also available on the Guest/Visitor Page
Includes contact information for the Help Desk, and guidance on how to access key information.
In the NavBar you will also find the Help Center. This will display useful information for students and staff and is even available on the Guest/Visitor Page. It includes contact information for the Help Desk and guidance on how to access key information.

43. Other Tools: Classic Home
If you prefer the Classic version of Campus Solutions you can use Classic Home
Not mobile friendly or Fluid!
While available now, Oracle does not plan to continue maintaining this view for long.
At the beginning of this presentation I mentioned that there are some elements of Classic look and feel available. If you aren’t quite ready to switch to totally over and prefer to navigate using some of the old methods, you can use the Classic Home link in the NavBar. It is not mobile friendly or Fluid though. And while it is available now, Oracle does not plan to continue maintaining Classic elements for long, so feel free to use it as you transition but is best to start familiarizing yourself with the new look and feel as soon as you can.

44. Other Tools: Classic Home
When you click the Classic Home icon in the NavBar it will bring up a homepage you’re more familiar with seeing in Campus Solutions. You’ll also see the traditional left side navigation menu, which has been replaced with the NavBar and Navigator on the right side. You’ll notice that Breadcrumbs are still not present on the Classic Homepage.

45. Other Tools: Classic Home
If you click on one the menu items you can navigate in the middle just as you can in Campus Solutions 9.0 now.

46. Wrapping Up Modern Look and Feel
Many ways to navigate, allowing for a highly personalized experience.
Staff with Stage access are encouraged to test and grab screenshots for campus communications and websites. (Available May 13)
Wrapping us up, Campus Solutions 9.2 brings with it a whole new modern look and feel for students and staff. It also allows users to customize their navigation experience with Homepages, Tiles and NavCollections. And continues to use familiar tools like Favorites and a menu system, now called the Navigator
Users who have Stage access are encouraged to test in when the Stage environment is made available on May 13th.

47. Resources Campus Solutions 9.2 Upgrade Page
Glossary
Timeline
Videos
Campus Solutions Training & Documentation Page
Job Aids
Campus Solution Blue Page
Updated links to environments
We want to thank you so much for joining us today. Before we review questions in the chat. On your screen you’ll see some links to our Campus Solutions 9.2 page and Training and Documentation page these will have the most up to date information and resources. In addition, I have included the Campus Solutions Blue page. This has all the current up to date links to the all Campus Solutions environments. Many of the URLs you have bookmarked may break as they will likely change when the new environments are made available. Book marking the Blue Page will make sure you can grab the newest links as soon as they are available.

48. Questions?
Now we will review questions in the chat window. As a reminder for listening ease we will only be taking questions via the chat window. Do we have any questions?