2. Sept. 21, 2014 Peoplesoft 9.0 Campus Solutions Features and Enhancements Bundle #39 Kickoff Webinar Thursday, November 12, 2pm

3. Purpose  To inform.  To provide a high level overview.  To give you time to prepare (training, communication).

4. What is a Bundle? PeopleSoft delivers application software packages called “bundles” four times per year (quarterly). A bundle release contains four elements:  New software features  Capability enhancements  Fixes for known issues  Regulatory compliance items

5. Delivery Sequential application on an ongoing basis Implement new functionality to meet immediate needs Institutions no longer have to rely on costly, disruptive major upgrades CDM customers must be on the same software release All updates must be applied in sequential order Bundle 39 is a prerequisite for Bundle 40 Continuous Delivery Model (CDM)

6. Success Criteria/ Benefits  Campus Solutions will be up to date on releases, features, and enhanced capabilities  80 various software fixes corrected across the modules  Financial Aid will be within regulatory compliance  Campus Solutions will be ready for the application of Bundle 40

7. Assumptions  PeopleSoft will continue to deliver software updates each quarter  Enterprise Applications will continue to install the bundles  End users will participate in the Bundle install projects to ensure the software fixes and new capabilities meet LSC standards and business processes  Business owners will communicate changes to staff and constituents

8. DBAs Refresh CS90SPA from CS90STG Scan COBOL Program and SQR for LSC Mods Oracle delivers CS Bundle 39 OMS Performs Retrofit DBAs Prep CS90DMO 8.54 DBAs Prep CS90SPA DBAs Refresh CS90DEV from CS90STG

9. End Users Perform UAT in CS90TST Kickoff Webinar CS Prep for Go Live Week CS Team Testing DBAs Refreesh CS90TST from CS90STG OMS Performs Retrofit DBAs Apply Bundle 38 & 39 and OMS Retrofit Project to CS90TST End Users Perform UAT in CS90TST DBAs Refreesh CS90TST from CS90STG OMS Performs Retrofit

10. DBAs Apply Bundles 38 & 39 to CS90SND DBAs Refresh CS90DEV from CS90STG Bundle 38 & 39 Go Live Go Live Weekend CS Prep for Go Live Week Go Live Weekend Final Test-Apply CS Bundle to CS90STG

11. Bundle 39 Highlights Updates to Preferred Name Quarterly Regulatory and Tax Updates

12. Document Overview by Module Oracle’s PeopleSoft 9.0 Campus Solutions Bundle 39 Document Overview by Module

13. Academic Advising Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. No alerts this bundle. PDF versions can be downloaded at LoneStar.edu/campus-solutions

14. Campus Community Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. CODE FIXES Service Indicators Unable to Run Multiple Instances of SCC_SI_ASSN after Bundle 24 Student Services Center Delivered Pages after 8.54 not displaying correctly within IE Browser Preferred Name Show Preferred Name for Student on Additional Self Service Pages The following is additional information regarding Preferred Names provided by Nick Graham at Oracle. PDF versions can be downloaded at LoneStar.edu/campus-solutions Oracle doesn’t have a full list of all the self-service pages where name is displayed but basically if a student has a preferred name it is displayed in place of primary name in all of the student self-service pages with the exception of the following pages where primary is displayed: Request Enrollment Verification (report - printable page) Academic Advisement Report (report - PDF) Student Admission (Request Admission Materials; Accept Admission; Application Status) For Faculty/Advisor self-service the student preferred name is displayed everywhere except for the following where primary is displayed: Faculty Center > Gradebook Advisor Center > My Advisees Advisor Center > Change Advisee (dropdown)

15. Financial Aid Updates Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. Added Student Eligibility Code Crosswalk Assessing Eligibility for Financial Aid.pdf Expanded Target Year Effective Date Options Setting Up Your Financial Aid Awarding Cycle.pdf Added Ability to Update NSLDS Total with Population Update Preparing for Awarding and Packaging.pdf Using the Population Selection Process.pdf PDF versions can be downloaded at LoneStar.edu/campus-solutions Added Ability to Distinguish between Federal and Institutional Methodologies in Mass Packaging Awarding and Packaging Students.pdf Managing Repackaging.pdf Updates to Return of Title IV Funds Processing Return of Title IV Funds.pdf ISIR Updates Preparing for Awarding and Packaging.pdf Defining Application Processing Options.pdf Processing Federal Financial Aid Applications.pdf

16. Financial Aid Updates Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise. PDF versions can be downloaded at LoneStar.edu/campus-solutions Added the Ability to Delete Manually added PROFILE records Processing and Using Institutional Financial Aid Applications.pdf FIXES Quite a few code changes for Bundle 39, please refer to the entire list by navigating to LoneStar.edu/campus-solutions and clicking the Bundle 39 Fixes link.

17. Financial Aid Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions Added Student Eligibility Code Crosswalk Assessing Eligibility for Financial Aid.pdf Bundle 39: New Eligibility Codes (SEC) Crosswalk Table

18. Financial Aid Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions Expanded Target Year Effective Date Options Setting Up Your Financial Aid Awarding Cycle.pdf Bundle 39: Added “Use Effective Date as of” field Added Ability to Update NSLDS Total with Population Update Preparing for Awarding and Packaging.pdf Bundle 39: Renamed “Process Date” to “CPS Date”. Added “Inst Date” field.

19. Financial Aid Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions Added Ability to Update NSLDS Total with Population Update Using the Population Selection Process.pdf Bundle 39: Added ability to update NSLDS Total Using Population Update

20. Financial Aid Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions Added Ability to Distinguish between Federal and Institutional Methodologies in Mass Packaging Awarding and Packaging Students.pdf Bundle 39: Added optional “Methodology” parameter to the process. Bundle 39: Added “Methodology” field to display. Managing Repackaging.pdf Bundle 39: same changes as above Updates to Return of Title IV Funds Processing Return of Title IV Funds.pdf Bundle 39: Changed the RTIV process. Bundle 39: Updated label from “Override Days from Session” to “Use Session Calculation Data.”

21. Financial Aid Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions ISIR Updates Preparing for Awarding and Packaging.pdf Bundle 39: Renamed “Process Date” to “CPS Date.” Added “Inst Date” field. Bundle 39: Added ability to update NSLDS Total using Population Update. Defining Application Processing Options.pdf Bundle 39: Added Transaction Data/Source of “5Y” for the System Generated ISIR Load Run Option Processing Federal Financial Aid Applications.pdf Bundle 39: Added “V3 (2017)=For Federal Student Aid Use only” for the verification tracking flag.

22. Financial Aid Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions Added the Ability to Delete Manually added PROFILE records Processing and Using Institutional Financial Aid Applications.pdf

23. Recruiting and Admissions Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions CODE FIXES Prospect and Adm Data Load PDL GRE Load Generates Error: Address State (SCC_STG_ADDR.STATE) Invalid Value

24. Student Financials Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions CODE FIXES Posting Process Term Lookup on Post Student Page Causes App Server to Crash SFRVRGRP.SQR Fails with Invalid Date Format Error Tax Processing Support 1098-T Processing for Tax Year 2015 Tuition Calculation Processes Tuition Calculation Response Time Impacted after Applying Bundle 37

25. Student Records Updates Bundle 39 Changes Here is a list of the Bundle 39 changes and the chapters that contain documentation about those changes. PDF versions can be downloaded at LoneStar.edu/campus-solutions CODE FIXES Veterans Benefits Veterans Benefit Tuition Worksheet not pulling all item types nor FA or Waivers SSN Mask Not Working on Veterans Benefit Summary

26. Key Testing Areas PDF versions can be downloaded at LoneStar.edu/campus-solutions Key Testing Areas: CC Preferred Names CC Student Services Center in IE FA NSLDS Total with Population Update FA Title IV Updates FA ISIR Updates FA PROFILE Records Delete Page SF Tuition Calculation Process VA Veterans Benefit Tuition Worksheet VA Veterans Benefit Summary SSN Mask

27. Software Issues Resolved

28. Your Adventure Guides Sam ChauFinancial Aid Cindy SealeStudent Records, Texas State Reporting, Advising, CE Brenda JacksonCampus Community, Advising, Admissions, CE James SilvaStudent Financials Jim MathewsTech Information Manager Bob LawsonDirector Enterprise Applications - Campus Solutions Renata TyreeCampus Solutions Information Manager We Are Here

29. You can always find up-to-date bundle communications at: www.lonestar.edu/campus-solutions