Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
August 3, 2009
2:00 pm
Date
Time Convened
Time Terminated 4:00 pm
Julie Duncan
Location Admin 201
Recorder
Greg Duncan, Rick Clyburn, Chase Bailey, Julie Duncan, Debbie Goode, Angela Melton, Sherry Hendrix, Kelly Simon,
Members Present
Kurt Jn Marie
Dawne Massey
Members Absent
Visitors
Topics
Minutes from July 20
Next meeting
Update from Sherry
Discussion, Information
Okay
August 10.
 Status of building interfaces and extracts and third-party
software. What will be ready for CRP in September and
what will be ready for CRP in November?
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Action Taken, Decisions, Recommendations, Time Line

Online training tutorials (tons of them thanks to Greg) for
functional users to be put on new LMS site
Gap documents attached

Status of programming Julie is working on from Jamestown
CC
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Alumni hopes to have their clean address integration for the
first CRP. The ID integration, Early Alert, and Blackboard
Connect doesn’t have to be ready until August 2010. Higher
One for June 2010. Directory labels need ready in
December. Library interface for fac/staff will need ready in
January. We need to try to have the Form Fusion changes
for the transcript ready by November to ensure that it will
answer the retention gpa issue. Intellecheck needs to be
ready for January. Nolij transfer needs to get rolling. We
may be able to use it for academic history. As soon as
Dawne gets back from vacation there needs to be a
conference call with her, Julie, and Kelly. So…nothing has
to be done for September. For November, it would be nice
to have general person ready with Nolij, at least the
knowledge that form fusion will address the retention gpa
issue, and possibly the ability to print checks.
Sherry will let us know when Maurissa has these put on the
LMS.
Send any additional gaps that need decisions, policy
decisions, or services to Sherry.
Julie has it working with Banner 8 if you log directly into
SSB. However, things work differently when you connect
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information

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A.
B.
C.
D.
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Friday clones
ILT Information
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
Action Taken, Decisions, Recommendations, Time Line
Status on UCO’s SSB transcript – hold for next week when
Dawne returns?
New criteria for Common Matching:
First three letters of the first name (previously first initial of
the first name)
First four letters of the last name (previously the full last
name)
Full SSN (previously last four digits of the SSN)
An addition to add the birth date
Update on how ODS training went last week – Kurt, Greg,
Chase

We won’t be implementing EDI.Smart
ILT leads will be identifying sleep/wake printers
Workflow from ILT leads were due 7/31/09 @ 5 p.m. Do
we have any WF needs from technical side?
Limited budget for Summit, but per Glen with justification
we can send additional people
Any thoughts on end-user support? Has not been defined
by ILT yet.
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No issues with the clonings done on Friday afternoon from CONV
to TEST and TRNG. TRNG will be read only access.
Campus-wide training will occur in TEST
Insight installed in Burch on 2 front rows on west side,
Library on first 5 PCs in middle row and all
PCs in S
Shepler training rooms
 Document all errors for R3 data conversion at:
w:\workgrps\its_share\BANNER\Error Tracking\
AD_Banner Error tracking log for final roll.xls
AR_Banner Error tracking log for final roll.xls
FI_Banner Error tracking log for final roll.xls
May 29, 2016
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through luminis with ldap. Luminis forces you to enter the
pin number regardless of what is in the temporary tables. If
we do not want faculty to enter the pin, it will require a
change to baseline banner.
We need an answer from Linda on which gpa is stored –
retention or overall.
Common Matching. Kelly has this set up in PPRD.

Training went well. Greg has an open ticket for why ODS
and Cognos is so slow. Hope to include ODS in the
November CRP.
-Need identified for the CRP training.
User management system. Purchasing may need on this list
but decisions need made on line item purchasing.
Summit

Aubree has started with the front line of support.
Chase is still working on a few issues. There were a lot of pieces
like Clean Address, luminis, ODS, etc that were installed since the
last clone and these have to be integrated back in. Users can get
in now though.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
HR-PY_Banner Error tracking log for final roll.xls
ST_Banner Error tracking log for final roll.xls
 Paul Patrick from UCO will send code they used to rebuild
the SSB transcript.
 Patch information re: Banner General 8.2 not yet certified
for ODS/Luminis
Data Standards
Manual
Sunfire to sunray
Tom Sutherlin reported the data standards manual should be
released soon.
MyCU Access to
Student info
Currently we have many people on campus who access class and
student records and information through myCU. We have
secretaries doing registration and with access to all data records
on students. Deans and Chairs who do not teach classes have
access to all student records as well as all class rosters on
campus. People in student services type areas (e.g. student
activities, financial aid, student development, and even cashiers)
use myCU to pull transcripts, account info, grades, gpa’s and
schedules. The way Banner SSB is designed, this is not available.
SSB only provides student and class information to people with
the faculty role. And faculty only have access to rosters of the
classes they are assigned as instructors. We need to evaluate
what people use myCU for and whether or not that needs done
with access to screens in INB or if they should be assigned the
faculty role. Then we have to decide what to do with roster
information. Rosters may have to be a report that is run by
chairs/deans/secretaries. Then we get into the licensing issue
with Cognos and running reports….
How will we deal with the people financial aid wants to have
access to SSB? They have requested that the trigger to create
pins for anyone entered in RORSTAT be left on. These are
potential students who do not have campus email accounts.
However luminis is set up for ldap and the change my password
is going to be changing the windows password link. Do we direct
these potential students to the SSB login page and then they get
used to going there for their finaid info? How do they get their
account information and what is the default for their account info?
Who do they go to when they need help logging in or resetting
Finaid recruits in
SSB
Copy sunfire to ifastest and leave ifas as is so users can do
comparisons.
Aubree needs to discuss this with Dr. McArthur.
We can create luminis accounts instead of the SSB login but we
will have to have layouts for recruit designed.
This should be discussed by Jamie Glover, Financial Aid, Sherry,
Linda, and Julie in a separate meeting.
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Topics
Banner and TMA
Luminis update
Housing Update
Admissions SSB
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
their password? Or do we start assigning email addresses to
recruits and applicants so that they are able to login to luminis?
Then we need to create a luminis role and tabs for these people.
My personal thoughts on this issue is that we wait to turn this
trigger on and wait to tackle this in another year. Evaluate our
current policy of how these people are dealt with by recruitment
and financial aid. Develop new policies that will work with allowing
them to login to see their status and possibly develop something
with luminis around recruits and admissions. We might also be
looking at gmail accounts for these people by that time and aren’t
dealing with putting them all in active directory. There are a lot of
policy and procedure questions that need answered for this to
happen and several people need involved in the discussion.
What type of interface, if any, will be between Banner and TMA
for buildings and rooms – may need to wait for Dawne to return.
Will OSRHE reporting be from Banner?
We spent several days brainstorming the content they want on
the portal for the different roles. Julie will begin working on getting
some of that created. During that meeting Margot and Lisa Wolf
volunteered to help with the support calls. We are also going to
develop a tab that is meant for help, tutorials, and training.
Margot, Lisa, Julie, Greg Davis, and Marissa Beauchald will meet
and discuss what are good candidates for this tab. There is still
discussion on whether or not it should even be there. We were
told faculty wouldn’t click on that tab. HR seemed to want all of
their stuff on the employee tab instead.
Greg has ldap working with luminis and has created the fac/staff
accounts. People can login, but there is nothing to see yet. This
week the luminis team will be meeting to discuss policies and
procedures for how things are posted to the portal.
Two hour training on Friday going over how to assign rooms
again. The biggest issue was that they would not be able to use
the batch assigning of rooms because it’s done on building
attributes rather than people attributes. They’re also not sure how
to assess the $5 RHA fee. They will need to decide how to store
the mailboxes as well as there is not a field for these in banner.
The addresses are created from room number.
Went well and admissions is testing it. There were a few things
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Discuss next week.
The graphic designers will need to create a new graphic to
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
Update
they asked Doreen to add and they have a followup on August 27.
SGHE Actionline
Support
Nolij Transfer
Questionnaire
Need to work on a policy for this on who sends the questions in
and what should be done before sending a question.
Advancement cannot change people in banner until they have
certain tables in place so there is a timing issue. In the conference
call we need to find out how Nolij will work with the general
person sync. Is it done through several extracts or do the users
enter individual persons into Nolij?
Kay Love needs to be set up and test her access.
JAWS and Banner
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
replace the Sungard graphic. Julie can put the new graphic in
place using web tailor.
Sherry will schedule the call immediately upon Dawne’s return.
Task Lists
Tech Team &
ITL
Tech Team &
Functional Areas
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
Debbie
Decision re: no mods to Baseline Banner: possibly w/ the exception of fed &
state mandates??
Research best practices for keeping 3rd party software in sync with Banner
upgrades and patches
Update Milestone Certification & keep up-to-date
Scott & Debbie
Physical Facilities needs a key control system
Scott & Debbie
Printer in Library for CRP: 9/1-9/3 & 9/22-9/24
Tech Team
Julie started a Go-Live Checklist document 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.
Due from ILT now.
Purchasing
Entry of new employee or modification of existing employee from HR to
User Mgmt
Tech Team
Workflow
Candidates
Greg, Chase &
Debbie
Patch management procedures documented and request form.
ILT turned in workflow candidates to Sherry from financial
assistance and advancement.
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Cameron University Banner Project
Meeting Agenda and Notes
ILT
Reviewing critical programs for go live and all programs required @ go live
Sherry & Mike
SSB is still being looked at. Doreen is looking at the broken graphics issue.
We have customized versions from 2003-2007 that need explained as to
why these are no longer baseline.
Install patches that can be installed prior to CRP starting Sept. 1 – is it
possible to hit mid-August?
In a conference call with Duane, Dawne discussed Academic Transfer. We
had approximately 12,000 transcript entries for January to August last year.
This will be a lot of dual entry and much more room for error. Rerolling all
academic history would be about 45 hours – possibly less and some of
these are already allocated for the supplemental roll. Linda will need to
decide and it will be Glen’s final decision.
Identify what needs to be setup through FormFusion and Intellecheck
Greg & Chase
ST
ILT & Tech
LP, ILT & Tech
There are triggers on RORSTAT, SGBSTDN, PEBEMPL, and SIBINST to
automatically create PINS anytime someone is entered into these tables.
RORSTAT is the financial assistance table when students from tapes are
loaded in. Chris will need to talk to Anna about whether this is something
CU wants turned on.
Currently luminis training has been focused on employee, faculty, and
student and it has been said that we are not doing advancement and
admissions roles for go live. If we do advancement and admissions, then
luminis ldap and roles need to be reevaluated.
May 29, 2016
The 8.2 upgrades cannot be installed because ODS will currently
only work with 8.1.