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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
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Implementation Leadership Team Meeting
Committee/Meeting Name
Wednesday, August 26, 2009
8:30 am
Date
Time Convened
Time Terminated 10:00 am
Location Admin Board Room
Recorder Sherry Hendrix
Sherry Hendrix, Chris Crandon, Maurissa Buchwald, Linda Phillips, Jennifer Bowen, Tom Sutherlin, Aubree Helvey,
Members Present
Jamie Glover, Ninette Carter
Ken Gilliam, Donald Hall, Debbie Goode,
Members Absent
Visitor
Topics
Approve Minutes from 812-09
Team Reports
Discussion, Information
A. Advancement
a. Update on training
i. AD team had consulting last week. They
continue to find creative ways to work
processes in Banner; however, there are
still many challenges to figure out.
ii. KCCU will have another conversion in
September.
iii. Jennifer questioned if graduates would be
rolled into alumni. And requested the
Business Office to participate in AD
CRP for the feed to Finance process.
b. Status on team testing and manual
development.
c. Preparation for CRP
B. Data Standards and Reporting
a. The DS team update
i. Discussion on who will be on the DS
team post go-live. More discussion on
this in the near future.
Action Taken, Decisions, Recommendations
Action: Approved
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
b. Status: Tom will be meeting with individuals
on campus responsible for maintaining
buildings, rooms and departments in Banner
and other types of software, e.g., IT,
Registration, TMA and RESS to make sure all
software used on campus has the same
information. This is on hold for now.
c. Status: Update on departments to be visited for
discussion on reporting needs.
i. Tom suggested the departments we have
left should meet all together. However,
after discussion we decided to meet as
individual groups. Sherry will get these
meetings organized a soon as possible.
d. Status: DS manual will be sent to ILT this
week.
C. HR/Payroll
a. Update on training
b. Update on LMS
c. Status on team testing and manual
development.
d. Update on end user training
e. Preparation for CRP
D. Financial Aid
a. Update on FA training.
i. Per Chris, there is no money in the PELL
fund for 0910 (rfrmgmt).
ii. Anna has e-mailed Duane to see how he
wants to proceed on this issue. There
will need to be a PELL record in the
RPRFEDR table for the system to work
correctly.
iii. Duane suggested we contact the
May 29, 2016
Action Taken, Decisions, Recommendations
Action: ILT approved the Data Standard manual
knowing it is a living document and will need to be
update periodically.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
ActionLine for help.
iv. This needs to be resolved before AR CRP
Tuesday.
a. Status on team testing and manual
development.
b. Preparation for CRP
E. Finance
b. Update on FI training.
c. Status on team testing and manual development
a. Update on end user training
b. Preparation for CRP
F. Account Receivable
a. Update on AR training
b. Status on team testing and manual development
c. Preparation for CRP
G. Student
a. Update on training
i. Linda has been working on organizing
CRP. ST meeting is scheduled this
afternoon to discuss the plan for next
week.
ii. There is a SSB Admissions and housing
session Thursday morning.
iii. Katia Mayfield has been contracted to
continue helping with the SSB
implementation.
b. Status on team testing and manual
development.
c. Update on end user training
d. Preparation for CRP
H. Technical
a. ODS: Dawne and Kurt are Administrators. To
determine licenses, ILT will start with the list
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
of transit users and then break it down to the
people who need it. Paul will be doing some
end user training.
b. Nolij: Kelly is the Administrator and Julie is
back up. We’ll find out more in training this
week and Team leads will determine who if
any end users will be using training.
i. Sherry explained that the Nolij Transfer
consultant was on campus this week for
installation. In addition, the consultant
is working on a process to move
general person from legacy to Banner
during the implementation transition.
We discussed the possibility of a
process to transfer admission history;
however that is yet to be determined.
ii. Per Jamie, if we have to provide dual
entry for admission history, she needs
to seriously look at hiring another
person ASAP.
iii. Sherry will ask Kelly to put a question on
the Listserv to see how other schools
handled admission history during
implementation.
c. E-Print: Greg, Chase and Kurt are the
Administrators. Anybody who will not be in
Cognos to get their reports or other people who
need access to Banner reports who don’t have
INB will need access to ePrint. Probably each
department chair will need it. ePrint will save
us seats in Cognos. Greg will work on a
manual for training. We need the list of what
reports will be in ePrint to know who will be
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
trained.
E-Vision: Rick and Cheryl are the
Administrators. Shouldn’t be any training for
the end users. It’s all behind the scene.
AppWorx Scheduler: Greg and Chase are the
Administrators. It’s supposed to be just a two
hour end user training.
Working on sleep/wake printers in Library,
Burch and S. Shepler for CRP
Luminis Technical Information per Julie
Duncan:
i. Cameron’s customization of allowing the
faculty to bypass entering the student’s
pin only works when logging directly
into SSB. We had thought they could
just click on a link from Luminis and do
a separate login to SSB. However, the
cookie prevents this from happening.
SSB detects the cookie and does not
allow the user to get to the direct login
screen. Then we thought you could use
two separate browsers. However, SSB
only allows you to have one session at a
time. The only way to do this would be
to logout of Luminis. Then connect to
SSB.
ii. RORSTAT trigger is still an issue.
Leaving the trigger on will create SSB
accounts but if they go in through
Luminis it goes back to there is content
only built for people who are students.
iii. If student enrollment is allowed, we have
to rethink student account procedures.
d.
e.
f.
g.
May 29, 2016
Action Taken, Decisions, Recommendations
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
Now our procedures are to create email,
library, MyCU, etc accounts after the
first enrollment is created. In order for
student enrollment to occur, they have
to have Luminis/SSB logins at the point
they are allowed to enroll. You may
have lots of accounts created that are
not used. When do we create email?
Shouldn’t they have email in order to
email back and forth with their advisor?
iv. Need to look at the timeline for the
PROD install of Luminis, the load
testing and GP conv3 load. There must
be time in between the PROD install of
Luminis and the load test in order to get
channels and fragments set up to test.
There should also be data in PROD. We
had thought we could clone the TEST
database into PROD for this and then
wipe it out before conversion started.
But the dates may possibly overlap.
This whole timeline needs reviewed
and more understanding of what is
happening on the timeline when for
Luminis needs set forth.
Firefox 3.5.2
Third Conversion
I. Luminis
a. Luminis Team update
 Firefox version 3.5.2 and Internet Explorer 8 will not work
with INB. Do we foresee a problem with different
versions of internet staff are using?
SGHE has suggested we go ahead and get all conversions
ready to go in December and they can have production ready
for us before we leave on holiday break. FI, HR and LP were
May 29, 2016
Action Taken, Decisions, Recommendations
Action: After discussion, it was decided that all
areas can complete conversion except the Student
system. The student schedule will stay as planned
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
already scheduled in December, but this would mean AD and
ST would also be converted in December instead of the first
of January. I told him I was 99% sure that ST would not
agree to converting until grades are posted and that happens
December 22-23, so he said they could convert everything but
that part and then do that conversion when we come back
from break. He also said they had already planned on doing a
mini conversion for FI Ledger Summary balance in January.
CRP Information
Workflow
Reports and Cognos
He has a production transition document ready for us which
outlines all activities in detail for completing conversion in
December. He said if we want to keep the schedule as it is he
will change the dates on that document to reflect our original
conversion dates.
We won’t be testing the system during the ST/AR CRP as
originally planned on September 1-3 because we are on the
development server. We will try and test the production
server in November.
 Sherry needs to know who from your area will be
participating in the Workflow training. We need one or
two technical and one or two functional people from each
area.
 Sherry needs to know if there is a WF that needs to be
address ASAP.
 Participants in training need to have a small WF in mind to
use for training.
 Workflow training October 5-9 and October 12-14
 PLEASE review your canned reports and compare that to
your reporting list to see if any reports can be taken off the
list.
 ODS training schedule: November 16 for HR/FI/AD and
January 25th for FA/ST/AR (not confirmed yet)
 ODS Consumers – handout
May 29, 2016
Action Taken, Decisions, Recommendations
for January.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
o ILT briefly discussed the handout which listed
suggested participants for Cognos licenses. Each
member will review this for further discussion next
week.
 SETA, Summit: The Missouri, Oklahoma, Kansas and
Arkansas Banner Users Group Conference
http://www.missouristate.edu/mokabug) is November 19 20, 2009 in Springfield, MO
Summit April 11-14 in San Francisco
A. Electronic Forms: Review paper or electronic forms are
currently being used, i.e., do they need to be discontinued,
edited, reprinted, etc.
B. Summit: Per Glen, if the ILT feels like we need to send
more staff from CU to Summit, we can so that with
justification (6-7 people currently budgeted to attend)
C. End-User Training: A plan for end-user training is due for
review by the end of August which needs to include who
will be training on what, dates for training and what
documents will be used.
D. Burch Open Lab Dec: Burch has been booked for several
times in the month of December for open lab time in
preparation of go live systems in January. Call Sherry for
available times
E. Gaps: review progress of gaps.
 Sherry out of the office Friday, September 25 and MondayTuesday, September 28-29.
 Tom and the ILT discussed the fact that most of the
processes in Banner are taking longer than usual and that
the administration needs to take this under consideration
when requesting information. Sherry agreed to talk to
Glen about this.
Business on Hold
Ongoing Business
Other Business
May 29, 2016
Action Taken, Decisions, Recommendations