Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
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Committee/Meeting Name
Implementation Leadership Team Meeting
Date
Time Convened
Time Terminated
Wednesday, October 28, 2009
8:30 am
10:00 am
Location
Admin Board Room
Recorder
Sherry Hendrix
Members Present
Sherry Hendrix, Linda Phillips, Ninette Carter, Donald Hall, Debbie Goode, Chris Crandon, Jennifer Bowen, Aubree Helvey
Members Absent
Tom Sutherlin, Ken Gilliam, Maurissa Buchwald, Jamie Glover,
Visitor
Topics
Approve Minutes from 1021-09
Team Reports
Discussion, Information
Action Taken, Decisions, Recommendations
Action:
A. Advancement Team Updates
B. Data Standards and Reporting
a. Status of members for post go live DS team in
progress.
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.
i. This is on hold for now.
c. Updates on department reports for go live.
i. Met with Dean and Academic Chairs and will
need to follow up with them and Business
Office.
d. Discussion on address types and what the default is
drawing from. HR recommendation is: 1. Mailing 2.
Current 3. Permanent.
i. There may be some misunderstanding on this
topic. Ken will visit with Maurissa and will
report on this next week.
e. Tenure and rank and teaching load update
i. Tom is still working on this.
C. HR/Payroll Team and LMS Updates
D. Financial Aid Team Updates
E. Finance Team Updates
F. Account Receivable Team Updates
G. Student Team Updates
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
H. Technical
I. ODS: Dawne and Kurt are administrators. On hold pending a
conference call with consultant. Nolij: Kelly is the administrator
(Julie is helping with general person)
J. Nolij update: A meeting is scheduled Wednesday, October 28 to
discuss Nolij’s online application and ACT & EOS tape load for
recruiters.
K. e-Print: Greg, Chase and Kurt are the administrators
a. Sherry is working on the reports doc. This may be
matched against the Cognos licensing to ensure all
users will continue to have access to required reports.
L. E-Vision: Rick and Cheryl are the administrators
a. Waiting on response from Ninette for the p.o. form.
HigherOne process needs to be activated. Transcripts
will need to be completed in Mar – Apr ’10 timeframe
for late August go live.
M. AppWorx: Greg and Chase are the Administrators; Angela will
be the technical lead
a. Update – Training info emailed to tech team. Trainer
will setup users for training in S Shepler 407. It was
suggested we need to take down JInitiator and use
Java plug-ins. Oracle no longer supports JInitiator. ILT
needs to tell users to contact HD for assistance when
they have unsuccessful attempts with JIniator and
should install Java plug-ins. Sherry will test steps.
N. Workflow: Greg and Rick are the administrators
a. Update: Completed SQL training last week (10/2010/23). Sherry will find out the number of hours Judson
proposes for WF tasks. ILT must establish procedural
steps for creating workflows.
O. Update on interfaces/extracts
a. Early Alert: 9/10/10
b. Blackboard Connect-Ed: 8/15/10
c. ID Card: 8/1/10
d. Library interface: 11/30/09
i. Kurt is working on the library interface and the
pay tape for OSF submission. Cheryl plans to
complete directory labels by 10/30/09.
e. Clean Address for HR, FI, AD & FA: 2/1/10
f. Clean Address for ST: 8/10/10
May 29, 2016
Action Taken, Decisions, Recommendations
Page 3
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
g. Diplomas: 7/31/10
h. Directory Labels: 11/23/09
Installations:
a. AppWorx installed on PROD 10/20/09. ODS and
Cognos still need to be installed on PROD
Patches/Upgrades
Production Transition document discussion –
a. The document is in excellent shape with good dates.
Sherry is checking with Mike for the system to be
accessible to tech team and functional leads by 8 a.m.
on 1/22/10. A/R loads are set for 7/1 and go live set for
7/6/10.
SGHE suggests setting the maximum number of forms to have
opened concurrently to 4. If there are no objections, this will be
set this October 28 for testing.
Beginning the afternoon of Wednesday, October 28 DBA’s will
set the maximum number of forms that can be opened to four.
a. Replacing 3Com CoreBuilder with Cisco enterprise
network switch planned for November 13. This will shut
down everything except for the dorm and village
residents and video conferencing. Card swipe system
might be affected as well. The data is stored in the
reader in the event of network issues, but we should
have a contingency plan for housing and OPS to be ‘on
call’ in case the readers do not hold the data. Cash
register data is supposed to be stored until the network
is available and it is uploaded after connectivity is
restored. As a contingency plan, a list will need to be
prepared for Sodexo. Wireless will also be down. Best
case scenario for downtime is 30 minutes to an hour
and worst case, several hours.
Blumen update
AggieAccess
a. AA Team is in training this week
b. Trip report from consultant on results of training last
week: All session goals were met with the following
accomplishments:
 Provided overview of Luminis and admin tools.
 Provided participants with orientation to end
user customization, necessary for previewing
P.
Q.
R.
S.
T.
U.
May 29, 2016
Action Taken, Decisions, Recommendations
Page 4
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
channels they develop.
Provided overview of principles for effective
content and content planning including
layouts/fragments, channels, columns, tabs,
and channels.
Trained participants on Targeted Content
Channels, and relative benefits of subsection
types. Identified remote html reference, inline
frame and link with teaser as key types for
delivering functional content.
Trained participants on use of Published
Channels, their uses, and typical management
approaches to these channels. Introduced
participants to targeting selection tools.
Trained participants on use of Targeted &
Campus Announcements, including use of the
associated Luminis content tools and
considerations for effective use of Targeted
Announcements.
Introduced participants of use of the My
Courses channel.
Provided training of fragment / layout
management and steps for adding opt-in and
locked channels, columns, and tabs.
Provided introduction to color and logo set
management in System Administration Center.
Provided overview and training of Group Studio
tools, including creating a group, activating a
group, and managing a group’s homepage.
Reviewed managing group categories, group
queue, and group policies.
Provided overview to permissions
management.
Provided overview of account management.
Provided overview of filter groups, access
groups, and roles.
Reviewed Channel Category management
steps.
Provided overview of delegating channels on a
granular level.
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May 29, 2016
Action Taken, Decisions, Recommendations
Page 5
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
Gave overview of creating deep-dive links into
Banner Self-Service.
 Reviewed the reset layout option.
 Reviewed several delivered channels including
Bookmarks, Bookmarks Plus, content selector,
Group Studio Activity/Leader, and several
admin channels.
 Reviewed system alerts.
 Reviewed Production Readiness Service
engagement.
 Received the WF spreadsheet back from Judson with time
allocations listed and will be sending that to the participants in
WF to add dates.
 All people involved in WF must have a diagram of the business
process for the November 3 session. Spending time in the
session outlining the process will take too much time.
 WF Committee: We need to develop a WF committee and the
following people have been involved with training: Brenda Dally;
Cheryl Davis; Christine Crandon; Dawne Massey; Frank Myers;
Hillary Ashton; Kelly Simon; Kenneth Gilliam; Kurt Jn Marie;
Linda Phillips; Renee Roach; Rick Clyburn; Terry Anderson;
Wendy Locke; Angela Melton. Who from these needs to be
on the committee and who will chair it?
Discussion on who would attend and all agreed that Executive
Council along with all who have been involved with implementing
Banner would be invited.
Waiting on confirmation from SGHE on the exact date for this for
academic history conversion in August 2010. Information on this
document has been put on the Banner calendar.
The team discussed the post go-live implementation and FA added
Direct Lending and Degree Works were added to the spreadsheet.
The Banner log on the W:drive needs to be filled out by everyone
working in Banner.
A. Banner Down: Banner will be down on the following dates:
a. All day on Friday, October 30, Friday, November 6
and Friday, November 16, 6:00 pm.
B. PRACTICE: Continue to practice, practice, practice
C. Electronic Forms: Review paper or electronic forms are
currently being used, i.e., do they need to be discontinued,
edited, reprinted, etc.
May 29, 2016
Action Taken, Decisions, Recommendations
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Workflow
Banner Luncheon
Production Transition
Document
Post Implementation
Banner Time Log
Ongoing Business
Recommendation: The ILT agreed to wait until after go
live to organize a WF committee.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
D. 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)
E. 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.
F. 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.
G. Gaps: review progress of gaps.
H. Time Log: remind staff to track time in Banner
.
Other Business
May 29, 2016
Action Taken, Decisions, Recommendations