Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
March 30, 2009
10:10 am
Date
Time Convened
Time Terminated 11:10 am
Julie Duncan
Location Admin 201
Recorder
Sherry Hendrix, Greg Duncan, Chase Bailey, Dawne Massey, Julie Duncan, Rick Clyburn, Debbie Goode, Angela Melton,
Members Present
Kelly Simon, Kurt Jn Marie, Cheryl Davis
Members Absent
Visitors
Topics
Update from
Sherry
Discussion, Information
The schedule is tight and very busy. IT is going to be
swamped. Not only do we have banner, ods, cognos, and
luminis, we also have the third party software that has to be
brought in. When are we going to train for Intellicheck and
FormFusion. When do we do Higher One and testing it?
All of this needs to be in the plan. Some things we don’t
have to have perfected or implemented when we go live. A
worse case scenario would be that we don’t implement
ODS/EDW. We need to evaluate the canned reports. We
could extend the timeline of luminis since it taxes the time
of some of the key users. We need to evaluate everything
and determine what is possible and think about a phase II
approach.
Sherry is going to send the excel timesheet. If you have a
range of dates, put that. Example: month of June for testing
FormFusion.
Sherry will develop a list of all the software and third party
software that we purchased and when it’s supposed to be
Action Taken, Decisions, Recommendations, Time Line
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
installed and implemented.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Sherry is going to discuss with Glen about purchasing the
dual entry.
Outstanding issues
for SGHE
Minutes from Mar
9
Next meeting
Summit News
Common Matching
Juddson Matthews worked for SunGard for 10 years. He’s
very good with workflow. He has one already created for
Early Alert and CU can evaluate it to see if that will work
instead of our home grown system. He’s written several and
will be able to work with us to create some custom
workflows for CU. He also has advancement, ODS, and
events management expertise. Eduserve is doing some dual
training so that if Sherry gets sick then Juddson could step
in. He will also be doing some training for Cameron. Since
WIN is just baseline, he can come in and help fill in the gaps
of what the software is capable of. Sherry will be training
him all week and possibly some the following week. He’ll
be in and out from time to time and Sherry will be keeping
him up to date. Currently, continue to only carbon Sherry on
emails and she will forward any she needs to. His email is
jmatthews if you need to email him.
None at this time.
No change
April 13.
Post trip reports to W:\workgrps\its_share\banner\summit
2009 and send an email to the tech team.
Info Kelly received from a Common Matching session @
SETA:
Common Matching – Work Cross functional (Teresa
Woodley – University of Illinois)
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Common Matching is a tool used to inform users when they
are entering data that appears to already be in the system.
The presenter and many from the audience were very
pleased with Common Matching. Everyone agreed it should
be turned on for the entire university as a mandatory
function in all systems.
It can be set up by module and campus, but no one
recommended it being done this way.
Common matching forces a user to use the GOAMTCH
form when creating a new person record to reduce the
number of duplicates entered in the system. With
established rules, GOAMTCH allows more definitive
searching capabilities when adding new persons to Banner.
Pop Sels and
Letters
Clean Address
Blackboard
GTVCMSC table checks for duplicates by how the source is
set up
GORCSCM sets up what you want to match on. UI matches
on person, online common matching, length override and
address types. The address types can be set to match on
hierarchy which is set by the object table – SPRIDEN.
STUPCAT sets up common matching in Web4 applications
and Tape Loads
Users will be testing these on the test instance and then
entering them into PPRD.
IT has to run the batch process or schedule it. The first few
times we need to run it manually. Chase will run it and
everyone in IT will need to evaluate the output. There is a
clean address package to modify the parameters based on
CU’s standards. After the first run or two is evaluated by IT,
the ILT will need to set a process in place of when it should
be run.
This is in the hands of Woogie Burgess. She will take their
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Integration Update
Adding Third party
software and
interfaces to
project timeline
Key Control
System
Summit 2010
Software Updates
Discussion, Information
decision to John McArthur.
This includes all of our reporting needs. Team leads need to
develop a list or what they need and then evaluate whether
or not Banner can do it.
Shawn Love wants to put this in Banner if possible. SDE
could be used for this, but Kurt will check with the HR
consultant to see if there might be a spot there. We could
also put it in the user management system.
Summit was very helpful to those who attended and Angie
requested that it needs to be on the radar for next year. The
same number of people who attended this year should be
going again next year as there are numerous sessions and
few times for overlap.
Chase updated FA to 8.3 and Greg has PPRD updated
except for the last patch. Greg updated all of the linux
servers and both sunfire and sunray. The ODS install is
complete.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Debbie will ask Ninette about budget travel for next year but
emphasized that the budget is extremely tight for next year.
Task Lists
ST & A/R
Sherry, Dawne,
Kelly, Angie,
Julie
Tech Team &
ITL
Tech Team &
Functional Areas
Tech Team &
Functional Areas
ST
Sandra, Doreen and Anna recommend OU Nursing students should be
distinguished by level.
Research Nolij Transfer for management of multiple PIDMs and possibly
other functionality @ Summit
Angie talked to a few at Summit and they said it was a great
product and we should pursue it. Nolij was not allowed at Summit
this year as a exhibitor. Debbie will send the quote to Sherry for
Nolij.
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
The quote given to TCC was beyond CU. The VPs may need to
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Cameron University Banner Project
Meeting Agenda and Notes
what SHGE provides to TCC
Dawne
Julie
Tech Team
Tech Team
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??
Catch-up on time sheets for Banner implementation
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 ILT 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
Dawne
May 29, 2016
take OU’s solution to the Regents and back OU regarding not
storing one of the gpa’s.