Page 1
Cameron University Banner Project
Meeting Agenda and Notes
June 28, 2016
Banner Technical Team
Committee/Meeting Name
September 21, 2009
1:00 pm
Date
Time Convened
Time Terminated 2:20 pm
Julie Duncan
Location Admin 201
Recorder
Debbie Goode, Sherry Hendrix, Dawne Massey, Angie Melton, Cheryl Davis, Kelly Simon, Julie Duncan, Rick Clyburn,
Members Present
Chase Bailey. Greg Duncan, Kurt Jn Marie
Members Absent
Visitors
Topics
Discussion, Information
Minutes from Sep 14
Next meeting
Okay
September 28
Update from Sherry
1. ODS: Dawne and Kurt are administrators
a. Update
2. Nolij: Kelly is the administrator (Julie is helping wih 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
a. We need the list of what reports will be in e-Print to
determine participants
4. E-Vision: Rick and Cheryl are the administrators
a. Status on intellecheck and FormFusion
Action Taken, Decisions, Recommendations, Time Line
Sherry won’t be here next Monday but please answer the update
questions.
1. Stu04 which is where framework manager is housed has
been down, so no progress. Sherry is working on
changing the dates for end user training.
2. We won’t be transferring admission history. It looks like
the general person will work to some degree but we’re
going to meet with ILT to ensure as it will mean they are
waiting a day between the sync.
3. Sherry has a full list of the reports needed. Now need to
decide from the people who don’t have cognos or inb,
what reports from this list will they need that thus need to
be in e-Print.
4. E-Vision server has been down. Need to give the reports
that will use FormFusion to Chase/Greg to put in
GJAJOBS. We have not used any of our hours for
training yet. At least at the beginning, there won’t be any
user training needed. Only the IT staff will need training.
The online tutorial is mainly a sales pitch. We have a
couple of templates set up and Ninette needs to choose
one of the check formats to use. We need some training
on how to attach the templates and how we could use
Page 2
Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
5. AppWorx: Greg and Chase are the Administrators
a. Update
6. Workflow: Greg and Rick are the administrators
a. Update
7. Luminis: Julie is the administrator
a. Update
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: 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
9. Installations:
a. Nolij Week of August 25
b. Workflow week of September 13, 2009
c. AppWorx week of September 1
10. Patches/Upgrades
a. Week of September 7: Integration components 8.0.1
(Carlos recommended) upgrade
i. Luminis and FA
11. 11/16/09 at 5 p.m. be last day for data cleanup for ALL
modules
12. Discussion on address types as a result of HR’s CRP
June 28, 2016
Action Taken, Decisions, Recommendations, Time Line
FormFusion with letters.
5. Users will give the information for the job to their IT rep
and then IT will be the one trained in October. Angie will
be the go-to for AppWorx.
6. Kickoff and Modeling – Oct 6-8. SQL – Oct 20. Workflow
Process Analysis Nov 3-6. Dec 1-3, 15 dates for one or
two day training in each module. ILT will need to rank
which the workflows they need in order. Also need to
decide who is responsible for workflows that cross
modules (e.g. SSN change)
7. PROD was installed last week. Different sub-committees
have been working on the policies and we’ll look at those
in a team meeting today.
8. Kelly and Cheryl have been working on the directory
label. Cheryl is working on the view. The view will need to
be done from ODS data. HR and general person data
could be refreshed at noon and at 5:00.
9. Luminis PROD was installed.
10. On list to talk to Laurene on Oct 5.
11. Change from the 16th to the 19th.
12. HR needs to mail W2’s to the mailing address. If the
preferred address is not the mailing address then it
wouldn’t go to the right place. Cognos should be able to
address a cascade for choosing an address. Need to look
at Banner process and see if it allows multiple addresses.
Cognos cascade and Banner cascade should be the
same.
Page 3
Topics
Cameron University Banner Project
Meeting Agenda and Notes
June 28, 2016
Discussion, Information
Action Taken, Decisions, Recommendations, Time Line
Duplicate ID’s
13. Julie: Are we planning on HR/FI/AD/FA continuing to enter
people in legacy until everyone is totally live in Banner?
Otherwise, what happens when they enter a person into
Banner and then the person decides to take a class and the
person is entered over in legacy. Now we have two IDs that
have to be merged. How often is that going to happen? Once
they’re in Banner they’re in a bunch of tables, but they’ve also
had an SSB pin created and a Luminis account created and
sometimes even email that is all tied to the Banner ID. We
can’t keep the Banner ID because the academic history is
going to be tied to legacy ID.
Discussion?
Banner ID can be changed and SSB ID can be changed, but they
could also be in the ID system, Aggie One, and other places
depending how far they’ve gotten in the enrollment process for
fall. If they’ve already enrolled the student believes their id is the
banner id. Alias ID might work for conversion to match up the
records, but it would be very confusing to the student since they
would be logging in and operating under one id in legacy and a
different id in banner. There would be major cleanup involved and
it would be better to enter into legacy the basic information –
Name, SSN, DOB, and address – and let legacy generate the id
that will be entered into Banner. HR is already planning on doing
this. Finance will be entering into legacy. Advancement should be
okay. The issue may be with the ISIR’s. Anna will be here the
next four days. Need to have Recruiting and FA meet together
with her and see if there is a way to not add ISIR’s for people who
did not match anyone in banner and give those people to recruit
to enter and then load the ISIR’s after nolij transfers the data from
legacy.
Cognos
14. Paul mentioned to Dawne the idea of having a lab once per
week where folks can work on their reports and IT can assist
as needed. This may be an idea we want to pursue.
15. The user invoking the hold, must be the one to remove the
hold. Two options being considered for managing holds:
a. Using fine-grain access or
b. Creating ‘departmental users to update holds. For
example: the Registrar’s Office would use REGHOLD,
Admissions might log in with ADMHOLD, etc. If we decide to
go this route, when we do our final conversion of data, Dawne
will need to change the user we are passing for each of the
holds from ‘SAISUSR’ to the applicable user that will be
assigned to this hold. This is Dawne’s recommendation due to
time constraints.
16. HR would like a copy of the database after HR conversion.
SOAHOLDs
Copying the DB
Task Lists
Tech Team &
ITL
Continue to update:
W:\workgrps\its_share\Banner\BANNER Data handling.docx – OSRHE info
B is a good option.
Chase can do this.
Page 4
Cameron University Banner Project
Meeting Agenda and Notes
needs to be added and which DBs it will be reported from
Tech Team &
Functional Areas
Tech Team
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
Tech Team


Patches/Upgrades that need to be installed
Setting on GUAINST on number of forms that should be opened at
one time
Decide timeline for sunfire to sunray refreshes for the final conversions
June 28, 2016