Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
June 1, 2009
10:00 am
Date
Time Convened
Time Terminated 11:30 am
Julie Duncan
Location Admin 201
Recorder
Greg Duncan, Chase Bailey, Dawne Massey, Julie Duncan, Debbie Goode, Angela Melton, Kurt Jn Marie, Sherry Hendrix
Members Present
Cheryl Davis, Kelly Simon, Rick Clyburn
Members Absent
Visitors
Topics
Minutes from May
11
Update from
Sherry
Discussion, Information
Okay
 Update on out of scope services
Mike said he would have something this week.
 ST meeting held on 5/29/09
It seemed very productive.
 Update on development of interfaces
 Review of Banner log attachment
Glen wants to see the time logs for FY 09. Sherry is
trying to create another log that will be more helpful for
the team leads. She wants to be able to track training on
and off the computer, end-user training, and desk
manual status. There may need to be something
different for the technical side. Decided to continue the
technical team log reporting as is.
 Status of e-print installation and training
Completed installation last month. Greg will be going to
training. Greg will review schedule and let Sherry know
his preferred dates.
Action Taken, Decisions, Recommendations, Time Line
Page 2
Topics
HPLJ5000
Outstanding issues
for SGHE
Next meeting
Maintaining
charges
Nolij
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
What impact will removing the HP LJ 5000 from our office
to the Library for CRP have on current production?
June 8.
Donald Hall has taken ownership of maintaining charges for
each semester.
Discussion on the following list of expectations for Nolij sr.
consultant review
 With training and documentation, CU will successfully
be able to create header records.
 After General Person go live, we want to run nightly data
migration rolls from legacy to Banner and create
Spriden’s 9 digit ID# from the 6 digit legacy ID # and
want Nolij catch any possible duplicates.
 For anyone being entered into Banner via:
Functional areas
Banner online application
Xap application
Electronic loads from ACT
Electronic ISIR files from Financial Aid FAFSA data
We want Nolij to check for duplicates and if no duplicate, a
Banner-assigned ID # will be assigned. Are other schools
using Nolij for all scenarios above? If not, which of the
above are unique? We will want training on loading the
above scenarios.
Web Tailor
Discussion
+4 zip code
Web Tailor is an all or nothing and there are security
concerns. Aubree and Katia are working on this and we feel
it will be okay. Run it by the ILT team before giving access.
Chase has finished updating the +4 zip code in address_dtl
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Scott has two other network printers that he is going to try to
combine into a good one to use in the library.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
and pe_addr_dtl in ifas on the test system. Once Kelly and
Rick are satisfied with the changes to these 2 tables, he will
move it over to production. This is to accommodate OSF’s
5/1/09 requirement for all claim submissions.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
FICE to IPEDS
Conversion
On the FICE to IPEDS Unit Code conversion from Dawne:
“We met and decided that we would postpone the FICE to
IPEDS Unit Code conversion until it was mandated at a
national level. There are too many external file loads still
using FICE code. For Regent’s reporting, I will us a FICE
to IPEDS Unit Code conversion table and handle the
exceptions manually. Handling the exceptions will be
quite a bit of work the first few semesters, but should be
minimal after that. Additionally, there are around 100
high schools that have the same code as a college. A
scheme is going to be worked out to deal with these. It
will most likely involve putting an ‘H’ in front of the high
school code and a ‘C’ in front of the college codes just for
the ‘collision’ institutions.”
A lot of schools are moving to CEEB exclusively. This is a
shared table and we’ll need to meet with everyone with a
stake in the matter and make a decision after conversion 2.
It’s a massive undertaking either way. It’s either a lot of data
cleanup if we try to do it before Banner and it’s a massive
change if done after banner.
Common Matching
Global setup ready? NOLIJ’s role in managing duplicates
Functional leads need to discuss whether the current global
setup is working okay.
Critical programs
for go live
This has been presented to ILT. They must provide all
critical programs and evaluate if these are addressed
adequately in Banner or if ITS will need to develop a
program to work in Banner. They need to provide these to
Sherry so she can put them on the project timeline. Send in
the sample from the last migration and have them create a
new one.
Faculty/Staff Dir – can this be online? Fac/Staff Labels?
OU Nursing? Workflow for user mgmt system
Project Time Line:
ST Win scope
Mike has two folks working on ST Win scope of services –
Online directory – HR will need to research this and get
with McArthur to make a decision.
OU Nursing – Dawne will collect the information on the
difficulties of doing this in banner and have Linda to send to
Ninette. Ninette will discuss with her OU contact about
having OU do this.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
deadline 6/8/09
SSB and Luminis
Question from ILT: Training – SSB will not be through Luminis –
any issues there anyone can think of?
Workflow
Possibilities:
a. Purchasing
b. Entry of new employee or modification of existing
employee from HR to User Mgmt
c. Early Alert
d. Financial Aid wishes
Conversion 2
Timeline
Furniture
We’ll need to get accounts created on Luminis test so people
can go through luminis. Ninette wanted to do requisition
training in November but we may need to do this earlier,
probably October.
Need to setup a conference call with Juddson to discuss the
possibilities and what we want to try to do.
Discuss dates and sequence of tables. Also need to see if we
could load or run test runs of all the master tables to ensure
that data isn’t missing in general person that would cause
any master tables to not load. Jennifer Bowen indicated at
ILT that they had errors of people who weren’t in BOX or
weren’t in general person. Angie will find out details on this.
We have a $40,000 furniture budget. Must choose from solid
cherry or cherry/black. Must choose one for the whole
department. If you need a new chair, let Debbie know. You have
to figure each part of your desk all the way down to the drawer
pulls. Figure out what it will take to get everything except file
cabinets to be matching and then we’ll go from there. Debbie will
make copies of the catalog and we will need to discuss plans at
the next meeting.
Task Lists
Tech Team &
ITL
Tech Team &
Functional Areas
Julie
Tech Team
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
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
Debbie
Waiting on Tom’s guidance from John McArthur re: OSRHE mandate
change in preliminary enrollment reporting
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
Update Milestone Certification & keep up-to-date
Debbie
Physical Facilities needs a key control system
Debbie
Printer in Library for CRP: 9/1-9/3 & 9/22-9/24
Tech Team
Julie started a Go-Live Checklist document for things like this at
w:\workgrps\its\banner
Please add to it so that we remember to do everything after each
conversion. This should be our checklist of things that must be done after
the conversion scripts but before we let the users in for testing. I put the one
below and also that Greg needs to change the Banner ID seed number.
Dawne
Tech Team &
ITL
Tech Team
It will be helpful to link documents to the procedure that have the step by
step process (or the instructions of what sql/shell program needs to run to
do it) just in case someone wasn’t there that normally does it.
Anyone have a clue how to create a link and it goes to a separate Word
document?
May 29, 2016
Scott will send the ones that run on XP to Shawn and Debbie.