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Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Banner Technical Team
Committee/Meeting Name
February 22, 2010
10:00am
Date
Time Convened
Time Terminated 11:30am
Julie Duncan
Location Admin 201
Recorder
Dawne Massey, Rick Clyburn, Kurt Jn Marie, Sherry Hendrix, Kelly Simon, Chase Bailey, Debbie Goode, Greg Duncan,
Members Present
Angela Melton, Julie Duncan
Cheryl Davis
Members Absent
Visitors
Topics
Minutes from Feb 8
Next meeting Mar 1
Update from Sherry
Discussion, Information
1. ODS: Dawne and Kurt are administrators
a. Update: Cognos training – how did last week go?
Do we want Sherry to seek Glen’s advice regarding upgrading
of licenses?
2. Nolij: Kelly is the administrator (Julie is helping with general
person)
a. GP Sync Update
b. SASR Update
3. e-Print: Greg, Chase and Kurt are the administrators
a. Update
4. E-Vision: Rick and Cheryl are the administrators
a. Update: Email package for FormFusion to allow purchase
orders to be emailed to the requesting department is
desirable.
5. AppWorx: Greg and Chase are the Administrators; Angela is
the technical lead
a. Update: nothing new
6. Workflow: Greg and Rick are the administrators
a. Training for ST needs to be rescheduled
7. Luminis: Julie is the administrator
Action Taken, Decisions, Recommendations, Time Line
ODS: Had around 60 people in training and may be evaluating the
license distribution. Tickets have been submitted to Sungard
regarding queries running slowly. Finance will be looking at what
reports they need once they get things balanced. They may be
using SSB reports for several things. Student and IRSS are
excited about it and got a few reports done.
NOLIJ: Kelly is still testing NOLIJ SASR Sync on test. Some
things haven’t been tested and we had to have Nolij create a
statement of work to continue this. Banner online app start April 5.
GoArmy info: May 3.
e-Print: Cognos allows you to export in different formats but
unfortunately does not output to ascii which is what e-print needs.
Greg is looking for a program that will read excel and convert it to
ascii.
E-Vision: One more change they are looking at for claims testing.
AppWorx: nothing new
Workflow: HR is doing training this week.
Luminis: PIN entries were not created for everybody as we didn’t
want to have the historical people in it. However, the trigger to
create new PINs is only on insert for the sgbstdn and pebempl
tables. It looks like we will have to go ahead and create these
records for everyone so that readmits and returning employees
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
May 29, 2016
Discussion, Information
Action Taken, Decisions, Recommendations, Time Line
a. Update: load testing => Carlos ran into internal issues and
PROD test load not complete
8. 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: Interface for staff done. Student will be
completed in August.
e. Diplomas: 12/1/10
f. Directory Labels: 11/23/09 Cheryl working with Kelly –
Cheryl tested and sent to Kelly. Kelly is not able to run the
labels on her PC. She has enabled all macros and also
added the folder as a trusted site. Kurt will see if he can
run them on his PC.
9. Informational
Recap:
 2/4: Help desk started pushing out IE7
 2/6: Chase loaded the FA updates on PROD
 2/8: AggieAccess go live
 2/15-2/17: Paul Johnson held Cognos training for end-users
 2/15 week: Anna Swanson onsite for FA training/soft go live
 2/16: Chase installed FA 8.6.2 on DEVL
 2/19 @ 4pm: Copy Sunfire to Sunray
 R24 log file stored: w:\workgrps\its\Banner\R24 Log\R24
Requests.xlsx
Upcoming:
 2/22: FA year-end updates on test Legacy
 2/22 from 1pm-2/26 5pm, FA and Admissions need to test
Legacy test – was this communicated to users?
 2/27-2/28: Chase will install FA 8.6.2 on PROD
 3/1 @ 4pm: MyCU down for FA/Adm updates – facstaff email
will be sent 2/22/10
10. Financial Aid – how did last week go?
can be processed automatically instead of manually. User
management will need to start looking at gorpaud to make sure a
username has not already been used for employees. Updates to
employees are also not going over to give the employee tab. The
only trigger to cause an update to the tabs in luminis is on the
employee class type in pebempl. That field is not being updated in
most instances. A new CU trigger will need to be created that
looks at beginning job date instead.
Interfaces: Kelly will send information to Chase and Greg to see if
they are able to help.
11. Time logs: Please complete time logs up to your go live dates:
 HR/PY: 1/4/10
Yes, it was communicated. Kelly will do the testing for admissions.
Greg put a message on myCU.
It went great. Had a lot of tweaking but hope to have everything moved
to PROD and be totally live March 15. Financial Aid is on a soft live.
Still consider them on schedule.
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Cameron University Banner Project
Meeting Agenda and Notes
Topics
Discussion, Information
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12.
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FI: 1/4/10
AD: 1/18/10
AA: 2/8/10
FA: 2/15/10
ST to include DBA & Sys Admin: 3/1/10
From Dawne: Duane may be doing the student academic
history load beginning August 16th. The first day of classes is
August 18th. This is during a peak enrollment period. Do you
think the system will be adversely affected. We do not want
registration to come to a stand-still.
The ODS links will be turned off during this data load so
student data will not be available via ODS until a full reload is
done. This could be a week.
Pre-req checking will not work
No enrollment stats during load
FA needs spring grades rolled so student classifications will be
correct for loan processing. They prefer the roll be done asap
after grades are posted. They have to wait until spring AH is
converted to begin loan certification processing. The latest
they can begin loan cert processing is 6/1/10.
Summer AH conversion must be done before the first
disbursement date for the 2010-11 year which is 8/10/10. The
consequence of not having this information in the system is
that the majority of students’ aid will not disburse because
their grade levels will not be correct.
Discussion.
13. Informational: Blackboard ID hardware reached end-of-life.
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
How will enrollment stats be captured?
When the initial Academic History conversion occurred, actually
register hours was converted in for spring 2010 (201020) in order
to more accurately classify the student’s grade level. This would
allow the FA loan certification records (done in June/July) to create
(fairly) accurately. Before fall loans can be disbursed for 20102011 on August 10, 2010, the student’s actual completed hours
must be in Banner. The academic history conversion for spring
(201020) and summer (201030) would need to be complete
preferably by August 2, 2010 to allow time to verify loans against
actual grade levels and take action prior to disbursement.
FA will need to know when academic history will be available
before FA can go-live with Banner in PROD (March 15, 2010),
because this impacts the setup dates for loans and setup must be
complete before ISIRs are loaded into PROD
Grades are due July 29.
It will take about a week for AH conversion.
Possible scenario: Grades due one day early (Wednesday). Copy
sunfire tables needed for extracts and run extracts. Extracts are
ready by Thursday morning and AH conversion starts.
Probation/Suspension and summer degrees would be dual
entered. EC will have to determine if it’s okay to not have
enrollment stats for certain dates. After AH, a full ODS data load
will have to be done – 20 hours. McArthur would have to approve
the early date for grades. Sherry will put in an emergency call to
Sungard regarding changing the dates for the Academic history
load.
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
Rick is seeking quotes for replacement of this equipment @
CU & CU-Duncan.
14. Data discussions
Sherry
15. There have been several people locking their INB accounts
because they logged in through AggieAccess and didn’t notice
their password to INB had been set to match the windows
password. Julie added verbage on AggieAccess, but there are
still calls.
16. This week is Sherry’s last full-time week. She’ll be on call in
March for 10 days and after that it will be on an as needed
basis. She’ll continue to be the point of contact for Sungard
and will slowly start giving things back.
Task Lists – start a new tasklist. If any of these need to remain, let Debbie know.
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
Research best practices for keeping 3rd party software in sync with
Banner upgrades and patches
May 29, 2016
Action Taken, Decisions, Recommendations, Time Line
Discovered that there are about 2000 curriculum records that were
not converted correctly. It seemed to be an error that sungard
should have caught. Dawne will send info to Sherry and she will
discuss this with Mike as we need may need help fixing it.
One of the degrees was converted as a concentration instead of
degree code. Kelly is looking into how to fix this.
Email EDIR type needs to be added and the CELL phone type
needs added and data modified accordingly. This will affect Nolij,
ODS scripts, the Directory system, and the student accounts/alert
extract.
Need to evaluate our common matching rules. Financial Aid
discovered a student that was matched completely incorrectly
during one of their data loads. FA is asking OU and UCO for their
rules.
Salary Commitment report is going to have to read from both ODS
data and IFAS data until June because the historical data was not
converted.
Chase will remove the prod link on the banner links page and
force people to use AggieAccess.
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Cameron University Banner Project
Meeting Agenda and Notes
Debbie
Update Milestone Certification & keep up-to-date
ILT
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
Greg
Download Bookshelf 8.x
Rick and Angie
For the duplicate entries for vendors and donors, Rick and Angie
will look into this and come back with a recommendation.
FA Update on IFAS.
ILT & Tech
Angie
Rick
Rick
Check with Ninette regarding adding the email module at a cost of
$6,000 + annual maint.
Working w/ Blackboard for quotes to replace end-of-life hardware.
May 29, 2016