Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
December 1, 2008
10:00 am
Date
Time Convened
Time Terminated 11:05 am
Julie Duncan
Location Admin 201
Recorder
Scott Putney, Kurt Jn Marie, Sherry Hendrix, Chase Bailey, Dawne Massey, Greg Duncan, Julie Duncan, Rick Clyburn,
Members Present
Debbie Goode, Angela Melton, Kelly Simon
Cheryl Davis
Members Absent
Visitors
Topics
Minutes from Nov
11
Next meeting
Updates from
Sherry
Discussion, Information
No change
December 15.
1. Met with Mike: Candice had concerns about ODS
and project plan. If we’re going to do self-service
that has to be added to the plan. Candice also noticed
we didn’t have a timeline for testing interfaces. We
need to define what 3rd party software we will be
using and let them know when we want to test it.
Also asked about who will be installing Cognos,
Banner or us.
2. Meet with Rick and decide about the bridge.
3. Setting up a meeting for fine grain access info in
January.
4. Multiple ID’s – Need to have the same id if entered
in BOX it has to be the same ID in Banner. Mike is
looking into this.
5. TBBDETC – Mike is setting up a meeting with
Doreen when she gets back. We need these within a
week to get the extracts correct. Rick either writes
summary or detail depending on if the codes are
Action Taken, Decisions, Recommendations, Time Line
Page 2
Topics
Software
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
there. If we can’t have the detail codes, he would
have to roll summary for the first conversion and
write a complete different program for the second
conversion.
6. Validation codes – Virginia was supposed to be
doing Sandra’s work while she was gone, but we
didn’t know to carbon Mike on everything we sent to
Sandra.
7. Need to start on the chart of accounts for
Advancement.
8. Be in close contact with your team leads so we have
as many I’s dotted and T’s crossed as we can.
9. The attorney for KCCU has made a statement that it
is better if KCCU is not included in Banner, but it is
CU’s wish to have all of the giving in one place.
They could have their own chart of accounts and
general ledger. It would be easy to restrict security
this way and yet you could still pull giving for an
individual from all systems if given the access. You
could restrict access to just Ninette and Donald and
IT for writing reports. Anyone else needing
information, would contact those people.
10. Hopefully we can have a meeting with TCC to see
what they are doing with placement. Need to have
input from registrar and admissions at the meeting.
11. Working with Tom on the data standards manual to
add examples.
1.
2.
Toad – 7 ea. Expert requested through Sherry
11/14/08 – Glen requested more input, which was
submitted to him on 11/20/08 – Debbie will
continue to follow-up on this weekly for an answer
CollegeBoard SAT – on order as of 11/7/08 – Maria
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Chase received Clean Address links.
1. High School codes are ETS and college
codes are FICE codes. We need to look at the
files that come in and make sure these are
Page 3
Cameron University Banner Project
Meeting Agenda and Notes
Topics
3.
Chart of Accounts
for Foundation
Data Cleanup
Discussion, Information
@ ETS is to e-mail to Chase ‘soon’
Runner Technologies Clean Address – Ordered –
should be on its way soon
Waiting on an email from Anna on when it needs to be
done. Angie said they had to have it for mapping and
they’re supposed to start conversion January 10.
1. Duplicate people w/ different ID #s – where are we
on this?
a.
Users working on dups
2. Different school names using the same ETS code
a. Are the transcript folks working on this? – the
codes files from College Board will help w/ this.
The files should be e-mailed to Chase soon.
3. All uppercase data needs to be reviewed & changed
to mixed case
a. Can we/have we already converted to mixed case?
b. Is Linda okay w/ changing the course schedule to
mixed? – yes & Julie will work on this as she has
time in January to convert the catalog before
fall/summer schedule begins to be entered in midJanuary.
4. Blank birth dates need to be updated if we have HS
transcript, immunization form or some other means
of capturing birthdates
a. Kurt working on differences between BOX and
Payroll
b. Julie sent a list to admissions and alumni for
corrections to be made
5. Check system for different spellings of same name
and update
a. Waiting on Clean Address for this, which should
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
going to match. Greg will write a script to try
to compare them.
2. Chase received Clean Address links and will
install this after the TEST db is cloned.
1.
2.
3. Remove from list.
4.
5.
6. There is a place for these fields
7.
8.
9.
Page 4
Cameron University Banner Project
Meeting Agenda and Notes
Topics
6.
7.
8.
9.
Customization for
Placement/deficien
cies, ACT, CPT
scores, curricular
requirements from
high school
transcript to
comply w/ OSRHE
admissions
requirements.
Banner Data
Discussion, Information
be arriving soon
Confidentiality codes - was a tracking place for print
and campus indicator located?
a. Kelly looking into this – yes she is
b. Debbie sent John a question 12/1/08 if we may
dispense w/ printed directory beginning Aug. 2010
Ethnic code comparisons between BOX and Payroll
a. Kurt working on comparisons. Payroll and Alumni
are correcting errors.
Citizenship code validation
a. Kurt is working on this and mapping for HR
Comparisons between BOX, Alumni, Payroll and HR
in the areas of birth date, ethnicity, names, address,
phone numbers and any other fields in which data
will be converted from multiple systems
a. Kurt and Angie looking at differences – Linda is
worried about previous name and alumni
trumping. Linda will take this to data standards
committee. Marital status will be pulled from
BOX for everyone who has data.
John supports the customization. IF CU accepts the
customization delivered to UCO, we will require some
minor modifications. It is decided it is in the best interest of
CU to have a conference call with TCC and possibly OU to
present a united front for requesting the customization that
CU feels will better meet our needs. We may want to test
UCO’s modification on our system after our data is loaded.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Try to schedule for next Monday. Anyone should attend that
has input. TCC is drawing up mods for the placement,
forgiveness, and also storing the retention gpa, a financial
aid gpa, and an extra place for another gpa just in case. This
will be reviewed at the implementation leadership team to
decide who should attend.
Admissions should be included in this and perhaps should
be added as a member to the implementation team.
TECH team should work on this as workload permits.
Page 5
Topics
Handling
Document
Outstanding issues
for SGHE
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
1. Kurt to send Jon and Laurene an e-mail regarding faculty
tenure being stored.
2. Does the student prototype have all the necessary codes for
data extracts? Sherry working with Mike on this.
Data Extracts
1. Deadlines – does anyone need any type of assistance?
General Person, HR and Finance are due before the
break.
2. Contacts over Christmas Break – please let me know your
preferred method of being reached. I have cell phone #s
for Kurt, Dawne, Chase, Kelly, Cheryl and Angie – will it be
okay if I cannot reach you on your home #, which I will try
first to contact you via your cell?
3. Rick, Greg and Julie – I need phone #s where you can be
reached over the break
Upcoming Events
12/1/08
12/2/08
12/3/08
12/8/08
12/8/08
12/9/08
12/15/08
12/17/08
Login info for
TRNG database
Training
SGHE Summit
2009
1-3:30
8-4
1-3
10-12
Week
of
8:304:30
1-3
1-3
FA
ST
AD
HR
Processing EDE Corrections
Sys Ed Managing the Prospect Pool
Campaigns & Designation Overview
Mapping
Preprod copied to local servers
ST
Admitting Students
FA
AD
Processing Common Functions
Gift & Pledge Overview
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
1.
It’s stored in HR but is not being mapped. Kurt will
talk to Jon about mapping the needed tables.
1. Working on them.
2. Yes.
3. Greg and Julie will provide Debbie with alternate
numbers for when they’re not home.
Add to list: 12/3 3:00-5:00 AD Tech data mapping
Login info sent to team leads on 11/25/08
S. Shep 407 – we may have to install over there ourselves –
will be rearranged by January 2009
March 22-25, 2009 in Philadelphia:
 Angie
 Kurt
 Julie
 Dawne – maybe
Add to Sherry and Debbie’s task list.
Julie should be at the bottom of the list as she went last year.
Dawne will give up her slot if we need room for admissions
and recruitment to go.
Page 6
Cameron University Banner Project
Meeting Agenda and Notes
Topics


OneNet
OU Nursing
Mousepads
Interfaces
HP3000
Discussion, Information
Greg – maybe
Kelly
Jan 6, OneNet is moving equipment. There will be no
internet and no access to off campus this day for 12 hours
starting at 5:00 pm.
Debbie is working with Glen and Ninette on hopefully
changing the way we do this.
Debbie gave the info to Jana on November 13.
Need to discuss interfaces at the next meeting – e.g. TMA,
ID cards, etc.
Need to develop a timeline for moving off the systems and
shutting it down. Not sure if payroll claims is still needing it
or not.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
SunGard will not be able to call in and do any work during
this time.