Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
February 9, 2009
10:00 am
Date
Time Convened
Time Terminated 11:40 am
Julie Duncan
Location Admin 201
Recorder
Sherry Hendrix, Dawne Massey, Julie Duncan, Debbie Goode, Angela Melton, Kelly Simon, Greg Duncan, Kurt Jn Marie,
Members Present
Chase Bailey
Rick Clyburn, Cheryl Davis
Members Absent
Visitors
Topics
Minutes from Feb
2
Next meeting
Reboot time of SBI
systems during
spring break
Higher One
Updates from
Sherry
Discussion, Information
Action Taken, Decisions, Recommendations, Time Line
No change
February 16
Thursday, March 19 from 8:00 to noon:
•
Shutdown/restart IFAS (sunfire)
Monday, March 16 and Tuesday, March 17
Sunray (test system) – downtime to reinstall enterprise
Oracle license
Also patching/rebooting linux systems during spring break.
CU is implementing Higher One for refunds to students
Rick will need a tracking field in SBI for designating student
biographical info transmitted to Higher One for contact by
Higher One – more requirements for tracking fields may be
required as this moves forward
Data standards had initially planned on looking at holds but
this should be addressed by the functional areas.
Conversion Round 2: any changes? Be thinking if there is
anything different that we need to do before June.
Jamie Glover inquired whether ITS could do the tape load
for ACT/EOS. Discussion was that the issues have been
Might be able to do the AID update if not already done by
this time.
Will use the same instance of the current sunray ifas
database instead of reloading from the live side unless we
decide otherwise.
The refund will go to higher one and there will be several
options for the students to get their money. The kickoff
starts tomorrow for this project. Start in the summer and will
be in full production for fall. They will need to figure out
policy on checks put on hold and the length of time it takes
to get the checks.
Find out the status regarding the financial conversion and its
issues.
Debbie will email Jamie to see if she would like to discuss
the tape load process.
Page 2
Topics
Outstanding issues
for SGHE
Security Setup
Upcoming Events
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
with the birthdate being blank and this isn’t something that
IT could do. IT may need to discuss this with Jamie so that
she understands the issue.
Chase is working on this and it’s going along well. There are
some classes that are missing. When testing comes into play
we’ll find the forms that users need more access to.
Date
Time
2/9/09
2/11/09
1-4:30
1-5
2/12/09
1-5
2/13/09
1-5
2/23/09
2/23/09
2/24/09
2/24/09
2/24/09
2/25/09
2/25/09
2/25/09
2/25/09
2/26/09
2/26/09
2/26/09
8:30-4:30
1-4
8:30-4:30
8:30-4:30
8:30-4:30
8:30-4:30
8:30-4:30
8:30-4:30
12:30-4:30
8:30-4:30
8:30-12
1-4
Functional
Area
FI
ST, FA, FI,
HR/Payroll
ST, FA, FI,
HR/Payroll
ST, FA, FI,
HR/Payroll
HR/PY -lib
AD
FI
HR/PY
ST
FI
HR/PY
ST
AD
ST
FI
AD
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Sherry indicated that users shouldn’t be calling during
training asking for access. They should be checking access
to screens before training occurs. She will address this at the
next ILT meeting.
Decision was made to not copy TEST to TRNG until a later
point. TRAIN01-20 will be removed from TRNG and all
training will be done on TEST. IT will still be able to login
to TRNG and TEST.
Debbie will email functional leads to request that IT setup
be the same as the power users on each module.
Description
Maintaining Chart of Accounts
Population Selection and Letter Generation
Population Selection and Letter Generation
Population Selection and Letter Generation
Postings/Hiring Employees
Managing AD Individuals - virtual
Consult, Process Journal Vouchers, Manual Encumbrances - onsite
Postings/Hiring Employees
Workshop - onsite
Consult, Process Journal Vouchers, Manual Encumbrances - onsite
Workshop - onsite
Managing AD Organizations – virtual
Workshop – onsite
Consult, Process Journal Vouchers, Manual Encumbrances – onsite
Managing AD Individuals – virtual
Page 3
Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
2/27/09
1-4
AD
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Managing AD Individuals – virtual
Highlighted training events may occur in CETES II. The conference center can be divided into two parts and Keith feels that it would be
easier to use these instead of Howell Hall and Admin Board Room.
Comments/Concer
ns from Training
Patch Installations
From Laurene: I checked with the team to be sure and the
general consensus was that this would be a perfect time to
go ahead with the upgrades/patches for 8.1, being that we
just completed a conversion cycle. You should be current on
all releases so as we move forward we won't risk needing
the upgrade patch in the middle of a conversion cycle and/or
CRP.
I only ask that we keep in communication on the
scheduled timing of the above, as we don't want to thwart
any consulting or training that may be going on at the time.
2/4/09 email from Greg to tech team:
Listed are the installed Banner versions and the
current updates available.
We will need to review the upgrade documentation
for each module to determine what additional steps each
area will have to perform.
Accounts Receivable 8.0
Advancement
8.0
Finance
8.0
Financial Aid
8.2
General
8.0
Human Resources
8.0
18-JUN-2008
18-JUN-2008
18-JUN-2008
25-SEP-2008
16-JUN-2008
18-JUN-2008
Would like to have Doreen included in the registration
training so that questions regarding AR can be addressed.
Sherry will also mention this to Mike that this seems to be a
weak link in that the consultants can’t answer the AR
questions that arise in other trainings.
Techs should take a look at all the documentation for their
module by Friday and indicate the priority of it to
Chase/Greg. The functional users should take a look at the
8.1 user guides.
Page 4
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Position Control
8.0
18-JUN-2008
Student
8.0.1 25-SEP-2008
Student Self Service
8.0
Web Tailor
8.0
Workflow
Patch information is located on the Banner website:
https://connect.sungardhe.com
Customer Support Center
Documentation & Download Center
Select Product. (ie. Banner-Advancement)
Click List Releases.
Select 8x-Releases. Click List Files.
A list of files will appear click on View to see
readme file.
Download the *d.trz file to review the
documentation for the upgrade.
For a quick review click on the View option to see
an overview of the file.
From the Banner matrix appears we can update to
the following versions:
Accounts Receivable 8.0
Advancement
8.1
Finance
8.1.1
Financial Aid
8.3
General
8.1
Human Resources
8.1.1
Position Control
Student
8.1.1
SSB
Web Tailor
8.1
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Page 5
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Workflow
AR no 8.1 listed (no updates).
Advancement adv80100u (8.1). Possibly additional
patches required b_0109_c and p1-4e5xnv (fixes job
submission broken in 8.1).
Finance fin80100u (8.1), fin80101u (8.1.1),
fin80200u (8.2) Financial Aid res80300d (8.3) 2009-2010
Winter Reg. Update General gen80100u (8.1) Human
Resources pay80100u (8.1) , pay80101u
(8.1.1)
Position Control pos80100u (8.1) Student stu80100u (8.1) ,
stu80101u (8.1.1) SSB bws80001 (8.0.1), bws80100u (8.1),
bws80101u (8.1.1) Web Tailor twb80100 (8.1),
twb80101u (8.1.1)
Patch Management
after 8.1
From Sherry:
Installation of New Releases (Patch Management) during
migration phase:
 Anyone may request installation of releases or
patches. Requests are to be made through EduServe
PM.
o The request includes a description of the patch
and affected modules.
o Either the request (requestor) or the
approval/denial (Sherry) needs to be
communicated to the team leads.
o The process must also include Laurene Farley
(Team Lead) to facilitate the request and for
information. She may be the originator of the
request as well. We want to ensure the patch will
not adversely affect anything else during the
course of the implementation.

Sherry will be responsible for scheduling the
installation window and tasks.
o The DBA will do patch installations.
o Generally, upgrades are applied to the SEED
database first, then rolled out to the other
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Page 6
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
databases. We should allow 1 day down per
database, so crosscheck training and testing
schedules and who is using what databases for
what purposes.

The DBA will communicate installation results to
Sherry and/or the team leads.
From Greg:
Created a form for the university forms file with the
following instructions: (form below)
Steps for Patch Management AFTER Go Live:
-------------------------------1. Complete form. Form requires signatures requestor,
team lead, and project manager.
2. Check Banner UDC Compatiblity Matrix. Upgrades
must be compatible with existing module versions.
3. Install any upgrade/patch in TEST.
4. Users will need to test the upgrade/patch.
5. An email from the Team Lead to ITS that testing has
been completed and the upgrade/patch is acceptable.
6. Schedule date/time for upgrade/patch.
7. Install upgrade/patch to SEED and production (PROD).
8. Email Team Lead of install of upgrade/patch to
production.
New users needing
access to Banner
Recommendations
from IT regarding
General Person
Data
Synchronization
SOW
Recommendations
from IT regarding
Modifications to
New users should complete the CBT, receive training on data
standards manual, and possible module specific training before
they receive the Banner mousepad.
Quote was $25,000 to do the dual entry synchronization by
Banner.
Could ask Megan to do something online for the data
standards manual. Sherry will ask her.
Cameron University is committed to using SunGard Banner
without university-invoked modification – we do not modify
Banner baseline code, forms or processes. When a new
Sherry will take this to Glen.
Recommendation is to not accept the SOW. Other options
are to do the interface ourselves or designate 1-3 people to
do the dual entry.
Page 7
Topics
Banner baseline
code
FICE Codes
Ethnicity Codes
Preliminary
Enrollment
Reporting
HR – state job
code
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
process is created, evaluation is first done to see if Banner
delivers a method for the process in baseline; baseline logic
is used whenever possible.
OSRHE mandate FICE codes for students’ former
institutions will no longer be allowed in UDS reporting.
FICE codes are no longer officially maintained by any
federal entity and must be crosswalked to IPEDS codes. Our
current semester, Spring 2009 student data will be the last
semester OSRHE will accept the FICE code in this field.
I.T. will work with Registrar’s Office for a decision.
OSRHE mandate adoption of new race/ethnic codes
beginning Fall 2010 for student and human resource UDS
data. The Data Standards team referred this back to I.T. and
Data Standards will accept whatever decision I.T. makes.
I.T. will work with Admission’s Office for a decision.
OSRHE mandate a change in preliminary enrollment
reporting. The current process is being replaced with an
early run of the UDS Student and Class data report to allow
for improved timelines and detail of institutional
information early in the Fall and Spring semesters. Tom will
add a section on support and data distribution in the Data
Standards Manual.
This is required to report to the state and there doesn’t seem
to be a place to put this in Banner. But this field is blank on
several new employees and they are still being paid.
Task Lists
Sandra Beaulac
Sherry forwarded the input from Linda and Donald re: OU Nursing
Debbie
E-mailed OBU 1/26/09 re: dual entry of general person
Greg, Julie,
Margot, Sherry,
Blackboard integration w/ Banner
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
316 conflicts between ETS High School codes and the PEC
database. It’s possible we may not be using these conflicting
codes and Dawne is going to do more investigation.
Places have been identified in biographic_mst and changes
will move forward on screen changes and application
changes. Reporting issues need to be discussed for in house
reporting and FA reporting. Julie will talk to Tom on inhouse reporting.
Kurt is researching equivalents for Cameron code and the
state job codes and will discuss this with UCO to see what
they do with the state job codes.
Page 8
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Debbie
Sherry
Tech Team &
ITL
Tech Team &
Functional Areas
Debbie
Following up on Nolij Transfer for management of multiple PIDMs through
her sources
Continue to update:
W:\workgrps\its_share\Banner\BANNER Data handling.docx
Data cleanup - ongoing process
Rick & Angie
Inform everyone of proposed date for internet outage during Spring Break. –
tentative 3/17/09 – not confirmed
IFAS 2008 year end release
Sherry
Rick provided input re: Finance Bridges to Sherry - fwd: to Mike Pfeifer
Tech Team &
Functional Areas
Identify suggested timelines in project schedule for: Early Alert; Bb
Transaction Card System; Bb eLearning; Library; TMA; XAP App; Higher
One
Additional GPA, placement/forgiveness customization: Waiting to review
what SHGE provides to TCC
Document FICE code scenario and send to Kurt, Kelly and Julie for DS team Done.
ST
Dawne
Debbie
Dawne
Contact Jamie Jackson @ XAP re: race code changes mandates by
OSRHE & IPEDS – Jamie Jackson suggests to get that going late April or
May – they have already made changes for other schools – Sent to Jamie,
Zoe, Brenda: 2/5/09.
OSRHE mandate change in preliminary enrollment reporting.
Chase
Security setup
Debbie
Sherry
Quotes for Intellechek $24,000 & FormFusion $31,200 received & fwd to
tech team
Take Intellechek & FormFusion quotes to Glen
Debbie
Training in CETES II instead of the rooms below:
Debbie
Work w/ HD to get HH 107 setup for networking for 6 laptop connections
Debbie
Work w/ HD to get Admin 201 networked for 4 desktops + trainer’s laptop
Done and a meeting will be scheduled next week.
Sherry will double check with Ninette to make sure we still want
Intellechek.