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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
November 9, 2009
1:30 pm
Date
Time Convened
Time Terminated 3:00 pm
Julie Duncan
Location Admin 201
Recorder
Greg Duncan, Angela Melton, Chase Bailey, Debbie Goode, Dawne Massey, Julie Duncan, Kelly Simon, Sherry Hendrix,
Members Present
Kurt Jn Marie, Rick Clyburn
Cheryl Davis
Members Absent
Visitors
Topics
Discussion, Information
Minutes from Oct 26
Next meeting
Update from Sherry
Okay
November 16
1. ODS: Dawne and Kurt are administrators
a. Update: Much of the week was spent trying to
implement our model changes from 8.0 into the
8.1 model. All attempts failed. Paul is
suggesting we backtrack and use the original 8.0
model (without our changes). I sent him an email
Sunday asking if there was any reason we could
not go ahead with 8.1 instead. We are hoping for
a conference call with Paul Monday to get us
back on track. If we go with the original SGHE
model, we should be able to have everything
ready for report development very soon. As far
as we know, training for the 16th is still a 'go'.
Paul has not indicated which namespace on
which he plans to train. Whatever that might be,
it will certainly be first priority.
2. Nolij: Kelly is the administrator (Julie is helping with general
person)
a. Progress on transferring general person from legacy to
Banner
b. Update on transferring admission history
3. e-Print: Greg, Chase and Kurt are the administrators
Action Taken, Decisions, Recommendations, Time Line
1. Need to get the conference call with Paul set up quickly
to get these questions answered.
2. Demo with admissions tomorrow afternoon. Julie will
work on the General Person sync and if needs help it’s
possible the Nolij person contracted for Nov 30 might
could help or answer questions.
Regarding the general person sync, there is a duplicate
id in legacy that has lots of data in both student and HR.
Kurt will evaluate the information.
3. According to Greg we need to wait until we go live to see
what people need.
4. We’re supposed to have HigherOne integrated but it
doesn’t appear to be so. Rick is following through on this.
5. It appears that only ITS should be set up as users. Chase
or Angie will remove the power users from other teams.
The users will have to completely tested a process and
ensured that it works in Banner before it can be put in
AppWorx.
6. Training went well and the deceased workflow is almost
finished. A diagram for an HR workflow was started. Rick
will send his diagram to Juddson. The purchase
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
4.
5.
6.
7.
8.
9.
10.
a. We need the list of what reports will be in e-Print to
determine participants
E-Vision: Rick and Cheryl are the administrators
a. Status on intellecheck and FormFusion
UC4 AppWorx: Greg and Chase are the Administrators;
Angela will be the technical lead
a. Update – Angie:
Workflow: Greg and Rick are the administrators
a. Update – Rick:
Luminis: Julie is the administrator
a. Update
Update on interfaces/extracts
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: 11/23/09
i. Extracts to accommodate insurance-related data
Installations:
a. Nolij Week of August 25
b. Workflow week of September 13, 2009
c. AppWorx week of September 1
d. Outstanding PROD: Cognos and ODS Admin Interface
Patches/Upgrades
a. Week of September 7: Integration components 8.0.1
(Carlos recommended) upgrade
b. Luminis and FA: Carlos reports LP 4/Banner 7 Middle
Tier configuration is complete for the PROD environment.
He sent the completion reports for the install and the
firewall rules. Anything else to report???
c. Greg reports:
Banner TEST modules have been updated (took 9.5
hours). Current Versions of Banner Products Installed in
TEST:
Accounts Receivable 8.1.0
Advancement 8.2.0
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
7.
8.
9.
10.
requisitions must be ready for go live. Financial Aid and
the Business Office need to meet to figure out what
needs to be done regarding the financial aid drop for
refunding federal money. Julie will work with Greg to see
how the luminis channels are going to work.
Starting to move design and channels into PROD in
preparation for the load testing next week. Carlos
finished the mid-tier implementation to PROD.
B. Greg is looking at payroll to see if an employee is
active. This doesn’t look like it will be available in legacy
now and may have to rework in January.
D. Kurt has started the library interface.
E and F are finished.
I. Will be needed by December to load employees.
Sherry still trying to get Mike to load ODS and Cognos
into PROD
Had to get a cobol compiler for PROD and then Greg will
do the PROD update. These are the versions we will go
live on.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Advancement Self-Service 8.3.0
Channels 8.1.0
Employee Self-Service 8.2.0
Faculty Self-Service 8.2.0
Finaid 8.5.0
Finaid Self-Service 8.5.0
Finance 8.3.0
Finance Self-Service 8.2.0
GenWeb 8.2.0
General 8.2.1
HR/Payroll 8.2.3
Integration Components 8.0.1
Position Control 8.2.1
Student 8.2.1
Student Self-Service 8.2.1
Translation Manager 1.0.0
Web Tailor 8.2.0
All Banner databases upgraded except PROD:
SEED: Oct. 26-27
TEST: Oct. 30
PPRD: Nov. 2-3
TRNG: Nov. 5-6 (2 hrs)
DEVL: Nov. 6
CONV: Nov. 6 & 9 (2.5 hrs)
PROD: Started Nov. 3, but had to stop – no COBOL
compiler on system – waiting on P.O.
11. Integrating Banner access into existing user11.
management
system. Any updates?
12. A list of expertise needs to be defined for the help 12.
desk when
the question is beyond their knowledge.
a. Discuss assistance form for end users – can this be
13.
placed under each functional area so it emails to the function
help desk person?
13. Nov. 16-19: Load CTOOL & schemas on PROD – with the
tasks assigned during the time period, it was noticed that
PPRD must be updated prior to 11/16/09. ILT has been
notified of this change and are aware PPRD must be
completed by 11/13/09 at 5:30 p.m.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
11. Almost done but there are a few more changes regarding
adding a new approval.
12. Take it to ILT and the plan is to give this information to
the HelpDesk.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
14. Cameron’s code tree for Banner ($CAMERON_HOME) on
dev-db01:
Keeping the directory structure similar to that of Banner’s
Code tree ($BANNER_HOME) will make the Banner
Upgrade process easier. That way if mods are made to
existing files in $BANNER_HOME we can identify the mod
easily in Cameron's Banner Code tree
($CAMERON_HOME).
What about naming of new files? How about keeping this
similar to the standard of what we have for IFAS except
change the module name so that they match Banners?
Where will files be stored?
Ex. rim = student
alumni
arsys
finaid
finance
general
payroll
posnctl
14. Programmers will have full access in development system
and Chase and Greg will roll to TEST and PROD
15. WF SQL Training Report
Naming Conventions – samples from Judson
Store all workflow objects in WFOBJECTS.
IT staff will be able to Create and Drop from WFOBJECTS
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
IT needs to revisit the naming conventions. Chase and Greg will
look at it and forward the info with recommendations. If you have
any suggestions send it to them. They should google and see if
there are any naming convention docs already there.
Read through the naming conventions and we’ll have to decide
upper or lowercase and discuss further.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Document procedures DBA uses to move code from TEST to
PROD.
PPRD to PROD
Inventory
SSB
Roles – associate users and roles. Determine CU roles.
DEVL – more access given - IT developers need to test
TEST – fix roles for users, remove IT role(s), users test.
PROD – move from TEST to PROD, roles should not have to
change.
15. Our understanding is that Admissions is under the
assumption that AID will continue to process awards in
Banner as they do in our current system. AID says
Admissions will be putting on their own exemptions in
Banner. The Business Office needs to let everyone know
what they need to do. IT needs to know if the non-resident
tuition status is being converted to a field that can be used for
awards. From Brenda’s email below, it sounds like no one
has discussed how this process is going to work. How
should we handle this?
16. Key Control System – Shawn will be using TMA’s
functionality.
17. Nothing will be done in PPRD after it’s cloned. Users can get
into PROD to make changes after the clone.
18. Training was done on fixed assets but it’s been awhile.
Inventory will have to be manual entry and reports will need to
be provided to the departments. Buildings and rooms have to
be updated and Dawne will need to teach Roger how to do
this before inventory is entered. Inventory reporting to the
state is done in August.
19. ILT team needs to make decisions on the Personal
Information tab on SSB.
Task Lists
Tech Team & ITL
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
Sherry will get a meeting together with the key individuals. This
process needs in place before March. Need to have a meeting
before Dec 1 to discuss possibility of using Workflow and figure
out how this will work.
All extracts looking at PPRD for validation purposes need
changed to PROD.
Julie will send the information to Debbie and she will take to ILT
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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Functional Areas
Tech Team
Tech Team
Debbie
Tech Team
Greg, Chase & Debbie
ILT
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
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.
Debbie
Reviewing critical programs for go live and all programs required
@ go live
Identify what needs to be setup through FormFusion and
Intellecheck
Actionline support procedure
ILT & Tech
Evaluate load testing timeline for luminis and production ssb/inb.
Will December 8 – ST’s CRP be a possibility?
Debbie
Seek input on client-side software for visually-impaired.
Zoom Text by ai squared and Jaws from Freedom Scientific work
with Banner software. Tech support in SSS will work w/ their
employee for resolution as to which software they purchase.
Debbie
Work on FAQ
Debbie
Gather Blumen info and contact vendor to populate Blumen DB
from Banner.
ILT & Tech
Contacted references for Blumen. One of the references no longer
participates. The other two colleges sent glowing remarks about
Blumen. One of the colleges sent their mapping doc. Forwarded to
Kelly Simon, Linda Phillips, Doreen Thomas, Sherry Hendrix and
Dawne Massey. Not needed until Dec 2010. Currently these
students are flagged with a user-def field and Greg will send this to
Kelly to see if it’s already being rolled or we can roll it.