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Cameron University Banner Project
Meeting Agenda and Notes
September 23, 2008
Banner Technical Team
Committee/Meeting Name
September 22, 2008
10:00 am
Date
Time Convened
Time Terminated 12:00 pm
Julie Duncan
Location Admin 201
Recorder
Scott Putney, Debbie Goode, Kurt Jn Marie, Kelly Simon, Cheryl Davis, Sherry Hendrix, Chase Bailey, Dawne Massey,
Members Present
Rick Clyburn, Greg Duncan, Julie Duncan
Angela Melton
Members Absent
Visitors
Topics
Minutes from Sep
8
Next meeting
Outstanding Issues
from Tech Kickoff
Data Extracts
Data Standards and
Issues
Discussion, Information
Action Taken, Decisions, Recommendations, Time Line
No change
September 29.
Notes from the Technical Kickoff were posted to the
Webpage.
Debbie sent email to OBU, Messiah, and Biola regarding
their data extract scripts. OBU is using CDD and several
agreed that doesn’t seem to be the way to go. Biola hadn’t
answered at meeting time. Bob from Messiah said he would
enjoy a conference call. He requested a list of questions
upfront before the call so he could refresh his memory on
the issues. There used a tool from Cognos called Quiz.
The Data Standards team will need to do three things soon:
1) review the metadata worksheets for general person, 2)
finalize decisions on general person, and 3) decide who the
owner is on shared data. Hopefully the team will meet this
week.
OU has queried the regents about not storing/reporting the
retention gpa. No word but we’re not expecting this change.
This is a big issue for Oklahoma clients. Sherry is going to
If there is anything that Laurene did not address, let Debbie
know.
Post your questions for Messiah to w:\workgrps\itsshare\banner\Questions for Bob at Messiah.docx.
Sherry to put on the leadership team agenda to come up with
these systems.
Sherry to create a spreadsheet of who is responsible for it
and where they’re located. She may start with the template
on w:\workgrps\its-share\banner\shadow systems for this.
Sherry will send Wednesday. Deadline Sept 17. Teams may
think of more during the discovery session.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
address this with Mike in her meeting this week. Hopefully
Banner will be able to come up with a solution.
September 23, 2008
Action Taken, Decisions, Recommendations, Time Line
Metadata workbooks should be covered in tech trainings for
each of the different areas. Julie is trying to incorporate the
changes emailed to her from general person questions. The
Student mapping hopefully will be done while Sandra is on
campus for Student Discovery.
One of the decisions from the FA Discovery is that we will
be bringing 3 years of data to Banner for FA. Cameron will
have to pay some extra money to get this done.
Bob from Messiah had mentioned that they put their past
finance data in EDW. We will be going live before EDW so
this won’t be an option for us.
Kurt spoke to the State and they will be doing an upgrade to
PeopleSoft in November. We may have an earlier payroll
submission date for that month. This may affect file layouts
and changes to programs in payroll and claims submissions.
Updates from
Sherry
Sherry has made an outlook calendar with all of the Banner
dates on it and shared with the team leads. She will also be
posting these on the website calendar.
If large amounts of printing (e.g. a module’s user guide)
need done, contact Debbie for one of the accounts to have it
printed by the Print Shop.
Computer Rooms – South Shepler 407 is very small and the
computers are too close for comfort and to allow class
materials or notebooks. The library lab and Burch 104 are
available for use but we may have to use Shepler some as
well.
Get familiar with the Tech and your specific module’s
implementation guide. Be sure to look at the Cross Training
section before next week.
Banner website – Sherry emphasized that this has a wealth
Oracle Privacy was scheduled for October 1. This will be
expensive and timely to implement. Based on current
budgetary constraints, Debbie is going to cancel the mtg.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
of knowledge. In the back of the user guides are the canned
reports and we should familiarize ourselves with them.
September 23, 2008
Action Taken, Decisions, Recommendations, Time Line
She will be reminding the team leads to track their Banner
related time. IT should continue sending their time sheets to
Debbie on a weekly basis.
Higher One is a refund management program and will be
implemented by this spring.
Update from Chase
on his Intro to
Oracle and
PL/SQL training
Data Cleanup
Chase was the only one who showed up for the training so it
was all one-on-one. Katherine Gibson who is doing the
database install this week was the teacher. There were able
to cover the original trainings and also Banner Admin.
Katherine gave Chase a lot of the scripts that she has
written. All of the workbooks he used in class are on the
Banner customer support under Banner General.
Kurt is finding many name differences between BOX and
payroll – married names, different middle initial, etc. Payroll
should trump BOX for names as it should have the
employee’s official name.
We will be trying to export/migrate only vendors with
PeopleSoft ID’s. Some are people and Rick will try to
validate these based on SSN.
There are some duplicates in payroll and BOX. Kurt and
Kelly are working to clean these up.
The data extracts are supposed to start November 3. Most of
the conversions will take place in November and will finish
up in December.
Chase will email his notes. Programmers are encouraged to
look through the workbooks and contact him if they have
questions. Of particular interest are the external tables which
allow you to do a query from a flat file and the
SQL*Loader.
Whenever sending emails regarding data cleanup to
individuals to do the work, also carbon the team lead for that
area so they are aware.
Deadline for getting general person data cleaned up:
September 30.
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Topics
Upcoming Events
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Julie created a banner subdirectory in the client_specific
directory. There is a datacleanup.sql script that any sql code
that should be run before data extracts can be put. This
should include any of our data cleanup identifying scripts so
that we can verify that more data doesn’t need cleaned up
after the initial cleanup efforts.
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Week of Sept. 22 Banner Seed Install
Week of Sept. 29 Banner App Server Install
Sept. 30 John Briggs on-site Cross System Training –
Banner General and Shared Information – Admin
Board Room
Oct. 2-3 Tech migration: 2 to 3 hours in the morning
and 2 to 3 hours in the afternoon – Admin Board Rm
Oct. 5-7 SETA
Week of Oct 6 Migration Planning
Oct. 6 Banner Self Service Install
Oct. 8-10 Sandra Beaulac Student Discovery
o While Sandra is onsite for Student Discovery,
SGHE will conduct remotely with tech team
and Student team for Student
interview/planning portion IF time allows (or
Friday after she leaves if time does not allow
while she is onsite).
Also, while Sandra is onsite, we could hold the HR,
FI, AD portions, as these are different audiences.
With this plan, the Student team can focus on Sandra
and everyone can get their migration planning done.
Additional sessions can be held Friday, if necessary,
if needed with Tech team… Or, a phone call the
following week as follow-up…
General - Tech / Security Training – Onsite – October
21-23
Tech Training and Data Mapping - FI – Remote –
Later in October
Tech Training - FA – Remote- Can be in November if
necessary (short session)
Tech Training and Data Mapping - ST and AR –
September 23, 2008
Action Taken, Decisions, Recommendations, Time Line
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
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1. We were hearing go live for finance is 7/1/10, but this is not
OU Nursing
Cheryl talked to Cathy but their ODBC connection wasn’t
working. She is going over today again. The plan is to run
parallel systems until November.
Now that the workorder part of TMA has been implemented,
they can focus on other areas of TMA. The mandatory
regents reporting data needs to be in the TMA database.
Identify all state and federal and 3rd party reporting
requirements and data elements to complete these reports
Debbie and Sherry are trying to get a good graphic of the
version 8 navigation bar. Sherry will email the Banner
training listserv to see if anyone might provide us with this.
It will take about 45 days to get the mouse pads back. We
need to order about 200.
Third Party
Reporting
Mouse pads
Action Taken, Decisions, Recommendations, Time Line
Remote- October 8-10
Data Mapping - ST Tech - Remote October 8-10
Tech Training and Data Mapping - HR Tech –
Remote
Oct. 13 Post Install Review
Notes from call
with Sherry, Mike
and Laurene
TMA and Regents
Requirements
September 23, 2008
true. Mike will visit with SGHE’s finance and A/R team leads
to learn more
2. ODS should follow Conversion Run 2 in July 2009 and
Cognos will follow ODS – I asked who manages ODS, EDW
and Cognos and he said generally the sys admin handles all
three.
Post to the W drive by September 30.
Sherry will ask Glen about funding for the mouse pads.