Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
March 9, 2009
10:00 am
Date
Time Convened
Time Terminated 10:55 am
Julie Duncan
Location Admin 201
Recorder
Dawne Massey, Julie Duncan, Debbie Goode, Angela Melton, Greg Duncan, Kurt Jn Marie, Chase Bailey, Rick Clyburn,
Members Present
Cheryl Davis, Kelly Simon, Sherry Hendrix
Members Absent
Visitors
Topics
Minutes from Feb
23 and Mar 2
Next meeting
Update from
Sherry
Any outstanding
issues for SGHE
Discussion, Information
Accepted. Angie had emailed changes and these were made
and reposted to the intranet
March 30
Jill will no longer be coming. Sherry will continue to be our
project manager.
AR mtg at 11:00. Will discuss with her about moving the
AR training since it’s after the second conversion.
NCOA process will be taken to ILT. This is part of Clean
Address which we already purchased. It’s a small increase
from the process we’re currently using but the integration
would already be written. ILT will need to decide if we want
to send more than just advancement addresses.
Get common matching training on the agenda. Sherry to
discover if this is geared toward functional or IT setup.
The luminis kickoff from today has been rescheduled to
Wednesday from 4-5.
Still working on the spreadsheet with the remainder of
scheduling dates.
Users (and IT) need to start looking at the user guides rather
than relying on each other or asking the consultant for info.
None.
Action Taken, Decisions, Recommendations, Time Line
Page 2
Topics
that need to be
escalated?
Upcoming events –
always confirm
with Banner
project calendar
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Date
Time
3/9/09
3/9/09
3/9/09
3/10/09
3/11/09
3/11/09
3/12/09
3/12/09
3/12/09
3/13/09
3/13/09
3/24/09
3/25/09
3/26/09
3/30/09
3/30/09
3/30/09
3/31/09
4/1/09
4/1/09
4/2/09
4/2/09
4/3/09
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
11-12
1-4:30
Functional
Area
A/R
FI
Description
Conf Call w/ Doreen
Maintaining Security; Managing Approvals
1-2
8:30-4:30
8:30-4:30
9-5
9-12:30
9-5
1-4:30
9-5
2-3
8-5
8-5
8-5
8:30??
1-6?
1-4:30
8:30-5
1-3
8:30-4:30
8:30-4:30
1-5
1-5
LP
HR/PY-onsite
HR/PY-onsite
FA-onsite
HR/PY-onsite
FA-onsite
FI
FA
LP
ODS
ODS
ODS
Workflow
FA
FI
ST
FA & AD
HR/PY
HR/PY
AD
AD
Luminis Kick-Off – not good for Jamie – not sure if this is a go or not…
Benefits/Deductions
Benefits/Deductions
Consulting on Previous Topics
Benefits/Deductions
Consulting on Previous Topics
Security & Approvals Follow-up
Consulting on Previous Topics
Technical Planning Prep
SSR Install/Admin System Install & Data Load
SSR Install/Admin System Install & Data Load
SSR Install/Admin System Install & Data Load
Overview
Processing Loans
Reconciling Bank Accounts; Cash Processing
Managing Transfer Articulation
Processing Institutional Scholarships
Separations and Leave Absences
Separations and Leave Absences
KCCU Data Mapping
KCCU Data Mapping
There are/will be multiple changes to the above schedule and Sherry will be getting with those
involved to confirm changes.
Form Fusion
installed
Comments or
concerns from
THE training
week
Form Fusion installed on dev-db01 server last week.
The PC Application is on the file server in
W:\workgrps\its\Software_Applications\evisions.
Run the file FF196Setup.exe to install FormFusion
Developer.
There were several data issues identified that will need to be
fixed prior to Round 2 data conversion and there is a
consensus that a fourth data conversion might serve the
university well to consider. It would be very helpful for one
Wait until after conversion 2 to make a decision on whether
or not to ask.
There have been three issues on HR where things from the
data extract have been changed. The load program involved
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
in the fall between the second and the last one.
ODS/EDW data
Will EDW be populated with historic data that has not been
converted to Banner?
Clean Address
Documentation for
changes to round 2
data conversion
When do we want to suggest to ILT this be run?
Kurt started this at w:\workgrps\its_share\banner\error
tracking. Please share with your functional leads and
mention at ILT meeting.
Student has created two documents. The first is basically a
copy of Kurt’s file, which will be used by the functional
folks to log the errors and problems they find while testing.
We are suggesting using the functional area abbreviation to
preface the file name. For example for student that will be
ST_Banner Error tracking log R1.xlsx. We sent the link to
this file to Linda and suggested she send the link to the
entire student team.
In addition, we have developed another file to log our
extract changes: ST_ExtractChanges.xlsx. This will just be
used internally here in IT, but will help us to keep on track
and reduce the chance of duplication of efforts.
Julie met with Tom Sutherlin and Jamie Glover regarding
the new ethnicity changes. Jamie didn’t see a problem with
going ahead and making changes on the screens to accept
the new data but is going to let her admissions app folk
know so it doesn’t totally surprise them. New admissions
applications will be reprinted this summer and they will set a
deadline for accepting the old apps. Jamie will work with
Zoe and Glen for wording on the questions to ensure it is
consistent on both the student app and also the HR apps.
Tom is still reviewing how he wants in-house reports to deal
with mixed data and hopes to have more information by the
end of April. Once wording is established for the
application, XAP app changes can be sent but they cannot
Ethnicity Codes
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
calculations that caused the data to change. Sherry will
pursue this.
Ask questions about this during ODS kickoff and also
during conversation with Duane about what to do with the
admit/readmit code and possibly putting this in admissions.
If a module is using another form, be sure to put it in the
same location.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Blackboard
Integration Update
Sunfire to Sunray
Spring Break
outage
Discussion, Information
go live until in-house reports are changed. After we go live
on Banner, they hope to resurvey the rest of the student
population and the employees so that data is available to
report for Fall 2010.
Tabled until next week.
Action Taken, Decisions, Recommendations, Time Line
There is a copy of sunray if we need to revert back to it after
the live data copy and Rick works on his Higher One
extracts. Greg will begin the sunfire to sunray copy at 4:30
today.
3/17/09 from 9 a.m. – 5 p.m. is scheduled, although they
estimate a 2 hour outage
Task Lists
ST & A/R
Determine solution for OU Nursing students
Sherry, Dawne,
Kelly, Angie,
Julie
Tech Team &
ITL
Research Nolij Transfer for management of multiple PIDMs and possibly
other functionality @ Summit
Tech Team &
Functional Areas
Tech Team &
Functional Areas
ST
Dawne
Julie
Tech Team
May 29, 2016
Continue to update:
W:\workgrps\its_share\Banner\BANNER Data handling.docx – OSRHE info
needs to be added and which DBs it will be reported from
Data cleanup - ongoing process
Identify suggested timelines in project schedule for: Early Alert; Bb
Transaction Card System; Bb eLearning; Library; TMA; XAP App; Higher
One, Clean Address, Intellecheck, FormFusion
Additional GPA, placement/forgiveness customization: Waiting to review
what SHGE provides to TCC
Converting FICE to IPEDS Unit code went fairly smoothly – needs to go to
ST and DS team meetings.
Status of implementing new ethnicity codes
Decision re: no mods to Baseline Banner: possibly w/ the exception of fed &
state mandates??
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Cameron University Banner Project
Meeting Agenda and Notes
Tech Team
Catch-up on time sheets for Banner implementation
Dawne
Greg
Waiting on Tom’s guidance from John McArthur re: OSRHE mandate
change in preliminary enrollment reporting
Evisions FormsFusion is loaded and Intellecheck is requiring tech support
Sherry
Remind ITL to be sure they have their desk manuals started.
Tech Team &
ITL
Tech Team
Tech Team
Add all changes for Round 2 data conversion to spreadsheet Kurt posted at:
W:\workgrps\its_share\banner\error tracking
Research best practices for keeping 3rd party software in sync with Banner
upgrades and patches
Review SOW for General Person Data Synchronization
Scott, Julie,
Debbie, Greg,
Chase
Sherry
Come up with recommendation for best solution for student email client for
I.T. Steering Committee. Julie: Glean info at Summit re: a recommendation
for an e-mail client for student use for Luminis go-live
Setup training for Common Matching later in spring or summer
May 29, 2016