1. Introduction to ApplicationXtender
Brett Freiberg

2. What is ApplicationXtender?
“ApplicationXtender scans, stores, retrieves, and preserves information, while providing role-based access from either a desktop interface or web browser.” – EMC website
Banner Document Management (BDM) is the term used in Banner to refer to ApplicationXtender.
ApplicationXtender stores and indexes documents for Banner access retrieval.
Documents are scanned in batches into ApplicationXtender, where they are stored until they are indexed.
Add a line after first bullet point describing what BDMS is
Change second bullet point “an applicationxtender version that stores documents and indexes documents for banner access retrieval”

3. ApplicationXtender names
ApplicationXtender – EMC (manufacturer)
Banner Document Manager (BDM) – Ellucian
Other
Xtender
AppXtender
Web Access
Banner Document Management Suite (BDMS)
Banner Xtender Solutions

4. How does ApplicationXtender Work?
Ability to scan or import documents
Stores documents within “applications”
Applications are assigned to Banner forms
Documents are accessed through Banner forms or directly through ApplicationXtender query
Two ways to access
Through Banner INB
Directly -

5. Getting Started Requirements Gathering
Which Banner forms would your department like to use in conjunction with ApplicationXtender?
What type of documents will be imported into ApplicationXtender?
How would your department like to index documents?
Which users need to have access to ApplicationXtender?
Will your department be scanning paper documents into ApplicationXtender?
A list of ApplicationXtender compatible scanners can be found here – Must have ISIS or TWAIN driver

6. Importing Documents In INB, click “BDM – Add Document” icon
Follow instructions to either scan document or import file
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7. Indexing Documents Press the “New” button in tool bar
Fill in Index fields and press “Save”
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8. Accessing Documents Through INB Through direct access
Open a record in a Banner form tied to an ApplicationXtender application
Press the “BDM – Display Document” button
Through direct access
Double-click on the application you would like to query
Enter query criteria and press “Search”
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9. Case Study: Finance – Student Accounting
Problem
Documents were stored in a network folder, which was inefficient and time-consuming
Documents were not attached to Banner records, meaning certain students’ or vendors’ documents had to be manually looked-up
Solution
Configure ApplicationXtender to store students’ and vendors’ documents directly with their Banner records.
B-S-ID application linked to Banner forms TSASPAY, TSACONT, TSAAREV, TSICSRV
Positives
Improves organization
Achieves higher indexing efficiency
Frees up network drive space
Leverages purchased software
Negatives
None
If we cannot access through SSB, add that as a negative

10. What’s next?
Tell me how ApplicationXtender would add value to your department!

11. Questions? Brett Freiberg bfreiber@iit.edu Extension 78631 Slides
Steps for getting started, scanners, Requirement gathering information