Page 1
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
August 10, 2009
10:00 am
Date
Time Convened
Time Terminated 11:00 am
Julie Duncan
Location Admin 201
Recorder
Rick Clyburn, Chase Bailey, Julie Duncan, Debbie Goode, Angela Melton, Sherry Hendrix, Kelly Simon, Dawne Massey
Members Present
Kurt Jn Marie, Greg Duncan
Members Absent
Visitors
Topics
Minutes from Aug 3
Next meeting
Update from Sherry
Discussion, Information
Okay
August 17.
 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?
 Online training tutorials (tons of them thanks to Greg) for
functional users to be put on new LMS site
 Gap documents attached
Action Taken, Decisions, Recommendations, Time Line



Ninette would like intellecheck in October. Sherry will resend
the schedule. We also need to get intellecheck and
formfusion training scheduled.
HR’s intern should be able to do this without our help. You
can’t open attached files unless they’re on the C drive.
Continue to add to the gap document. Sherry will put on the
web site.
We can have the faculty log directly into SSB for the first
semester or two if necessary.
If we can get the UCO formfusion transcript, this could be
ready for the November CRP but if they don’t send it , then
we won’t have time to develop our own by that time.
--

Enrollment scenarios


Status on UCO’s SSB transcript – hold for next week when
Dawne returns?


ILT leads want sleep/wake on printers in Burch, Library & S
Shep 407 for CRP
Workflow list from ILT – any discussions on this?

Any thoughts on end-user support? Has not been defined
by ILT yet. – Debbie working on a draft
Luminis has been named AggieAccess
CRP

ILT will now prioritize their list. Juddson said he might be
able to do an enrollment transactions type workflow so that
the registrar and other offices can see who did the
enrollment and to track what needs done. Purchasing is the
biggest priority. We might could do some others in training.
Debbie will present this to ILT.


-CRP will involve all the departments. Security should be set

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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
up as much as possible already from testing. We may not
have security for SSB defined as well for the first CRP.
Furniture
Round 3 Conversion
Luminis News
Student email
SETA
Nolij Conference Call
Student information
access through SSB
Financial Aid info
through SSB to nonstudents.
Banner and TMA
Interface
Physical Facilities will have all Admin 201 offices emptied by
close of business 8/12/09.
FYI: Angie asked Laurene: For conversion R3 GP will be loaded
into PROD, when each of the other modules (FI, AD, ST) are
being loaded will PROD be available or unavailable to users?
Laurene: PROD will be unavailable to users while conversion
tasks are underway
The agenda for next week’s training indicates hands on training.
Sherry will check on this as Mike indicated we only needed one
laptop.
Since there has been little more discussion and no decision made
on student email, it is IT’s recommendation that OWA will
continue as student email and review when we upgrade to
Luminis 5.
Each year will be a limited number that can go to this or Summit.
If you want to go to any of the SETA sessions, Summit, or other
regional conferences then write up the justification.
Conference call on August 12 at 10:00 in admin board room. First
training week (4 days) will be Sept. 28 – exact dates and times
will follow.
In round 2 conversion, Kurt added non-faculty to the extract so
that the people who need access to student info are set up as
faculty. Their access will need evaluated.
Julie will talk to Carlos about this situation in the data integration
training next week. In luminis training last week, there was a
document that said people in the RORSTAT table receive the
‘student’ role. If this is the case, then the luminis fragments and
channels are already defined. The issue then would be that we
would have two forgot my password links. The RORSTAT people
would not necessarily be students yet and thus would not have
active directory passwords that could be changed. They would
have to change their SSB password instead. Financial Assistance
or Recruitment would also have to find a way of informing these
students what their initial login information is.
We’ll be reporting out of Banner. Dawne will train Roger on
updating the data in Banner.
Put boxes on a vacant wall but not too near the doorway.
We will have to schedule the downtime. McArthur will have to
approve the downtime and faculty/staff messages sent.
Julie will not be here that day. Debbie will try to reschedule.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
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
ILT
Patch management procedures documented and request form.
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? 8.2 upgrades cannot be installed because ODS
Greg & Chase
ILT turned in workflow candidates to Sherry from financial
assistance, student and advancement. This is in ILT’s hands to
prioritize and will be removed from IT’s list.
Reviewing critical programs for go live and all programs required @ go live
Patches can be installed if issues are resolved with a patch.
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Cameron University Banner Project
Meeting Agenda and Notes
will currently only work with 8.1.
ST
ILT & Tech
LP, ILT & Tech
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
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