Page 1 Cameron University Banner Project Meeting Agenda and Notes May 29, 2016 Banner Technical Team Committee/Meeting Name September 14, 2009 10:00 am Date Time Convened Time Terminated 10:50am Julie Duncan Location Admin 201 Recorder Dawne Massey, Kurt Jn Marie, Chase Bailey, Kelly Simon, Greg Duncan, Debbie Goode, Cheryl Davis, Angela Melton, Members Present Julie Duncan, Sherry Hendrix Rick Clyburn Members Absent Visitors Topics Minutes from Aug 31 Next meeting Update from Sherry Discussion, Information September 21 1. ODS: Dawne and Kurt are administrators a. Training for Cognos went really well. Continue working on framework manager to get data ready for HR and finance. 2. Nolij: Kelly is the administrator (Julie is helping with general person) a. Helpdesk is going to work on Kelly’s PC. Kurt mentioned we might could set this up on a virtual PC and people would attach to it instead. Kelly will need to install it on the S Shepler computers. b. Progress on transferring general person from legacy to Banner. We need to test it. c. Update on transferring admission history. Paul Patrick said they did dual entry. 3. e-Print: Greg, Chase and Kurt are the administrators a. We need the list of what reports will be in e-Print to determine participants. Greg has the repository set up and is working on job submission. ILT can look at the canned reports now to see which they would like included. These are for people to see that would not have INB capability to run the report. 4. E-Vision: Rick and Cheryl are the administrators a. Status on intellecheck and FormFusion. Cheryl has been Action Taken, Decisions, Recommendations, Time Line Page 2 Cameron University Banner Project Meeting Agenda and Notes Topics Discussion, Information 5. 6. 7. 8. 9. doing some reading and Rick has done some testing on the PO and intellecheck. He’s waiting on Ninette to order the stock forms for the checks. Greg made some changes to make printers work with it. b. We have the transcript template from UCO and Rick is going to look at installing it. It won’t be needed until August. c. We may need FormFusion for the class schedule or the bill but it hasn’t been identified for sure. AppWorx: Greg and Chase are the Administrators a. Training this week. This is a scheduler and end users can use it. Training is for Greg and Chase but one day will need to include the other IT folk. Workflow: Greg and Rick are the administrators a. Training next week for Greg and Rick. Sherry will find out who needs to be trained from ILT. Luminis: Julie is the administrator a. Luminis team is meeting, working on policies, the design, and finalizing content. The production install is this week which will allow the team to begin putting finalized content on the production box to have it ready for the load test. Update on interfaces/extracts – none at this time a. Early Alert: 9/10/10 b. Blackboard Connect-Ed: 8/15/10 c. ID Card: 8/1/10 d. Library interface: 11/30/09 e. Clean Address for HR, FI, AD & FA: 2/1/10 f. Clean Address for ST: 8/10/10 g. Diplomas: 7/31/10 h. Directory Labels: 1/15/10 – needs moved up to November. Looking at using Cognos or continuing the Access DB for the access. If we use access, there won’t be any change to the user. Cognos would be on ODS and would be old data. If we go with Cognos, we might need to refresh the HR data more often in August or peak periods. Installations: a. Nolij Week of August 25 b. Workflow week of September 13, 2009 May 29, 2016 Action Taken, Decisions, Recommendations, Time Line Page 3 Topics Cameron University Banner Project Meeting Agenda and Notes Discussion, Information c. AppWorx week of September 1 10. Patches/Upgrades a. Integration components 8.0.1 (Carlos recommended) upgrade i. Luminis and FA ii. Chase will be working on this. b. Need to install all of the patches before we go live. On Oct 5 talk to Laurene about this. c. Luminis is on latest version. 11. 11/16/09 will be last day for data cleanup for ALL modules. Mike is supposed to be getting some go live detail info to Sherry as soon as possible. IT needs to make a decision on when copies from sunfire to sunray and provide this to the ILT. Advancement may have to be moved back to January because Mike is saying he doesn’t have support to do it in December. Sherry is waiting on more details. 12. Kelly: How many forms should the users have open at one time? One of the ST users had 10 forms open at one time during the CRP. Sandra says after 3 forms have been opened, Banner may not save changes on forms 4, 5, 6, etc. This is a global setting that needs to be discussed. Chase: The value is set in form GUAINST. Our value is NULL. Banner’s online help says: Maximum number of Banner forms that can be open in a session concurrently, due to memory considerations on the client workstation. SunGard Higher Education generally recommends that you set this field to NULL, since the introduction of Internet-Native Banner greatly reduced the potential for client-side memory issues. SSB local versions All of the consultants recommend watching how many forms are open and this should be in the desk manuals. We’ll also discuss this with Laurene on Oct 5. Kelli Flynn is supposed to be deleting our localized versions and fixing the broken graphics issue. She will be working this week and we will be back to baseline with the exception of our own modifications. May 29, 2016 Action Taken, Decisions, Recommendations, Time Line Page 4 Cameron University Banner Project Meeting Agenda and Notes 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: 9/22-9/24 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. Patch management procedures documented and request form. Tech Team Greg, Chase & Debbie ILT Doreen & Julie Reviewing critical programs for go live and all programs required @ go live ILT & Tech 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. Julie and Doreen are working through the issues. Doreen may be through this week. Identify what needs to be setup through FormFusion and Intellecheck Debbie Actionline support procedure ILT & Tech Evaluate load testing timeline for luminis and production ssb/inb. Questions for Laurene Oct 5 Patches/Upgrades that need installed. Setting on GUAINST on number of forms that should be opened at one time. Come up with timeline for sunfire to sunray refreshes for the final conversions Tech Team May 29, 2016