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Cameron University Banner Project
Meeting Agenda and Notes
June 28, 2016
Banner Technical Team
Committee/Meeting Name
November 9, 2009
9:10 am
Date
Time Convened
Time Terminated 9:40 am
Julie Duncan
Location Admin 201
Recorder
Sherry Hendrix, Debbie Goode, Cheryl Davis, Chase Bailey, Kurt Jn Marie, Dawne Massey, Julie Duncan, Greg Duncan,
Members Present
Angela Melton, Rick Clyburn
Kelly Simon
Members Absent
Visitors
Topics
Minutes from Oct 26
Next meeting
Update from Sherry
Discussion, Information
November 16
1. ODS: Dawne and Kurt are administrators
a. Update: All of Finance and Advancement is now ready to
build reports against. Cognos Business User and
Consumer training will take place next Monday and
Tuesday in the Library for Advancement, Finance and
HR. There will be an open lab Thursday, December 10.
Regular open labs from 8:30 to 12:00 have been
scheduled starting January 22nd in Burch.
2. Nolij: Kelly is the administrator (Julie is helping with general
person)
a. Update: Nolij begins today on the Admissions/Recruiting
sync
3. e-Print: Greg, Chase and Kurt are the administrators
a. Update
4. E-Vision: Rick and Cheryl are the administrators
a. Update: Ninette has sent the record layout information
5. AppWorx: Greg and Chase are the Administrators; Angela
will be the technical lead
a. Update: nothing new
6. Workflow: Greg and Rick are the administrators
a. Update: training Tuesday - Thursday
7. Luminis: Julie is the administrator
Action Taken, Decisions, Recommendations, Time Line
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
a. Update: should be hearing about the load testing soon.
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 Pretty much done.
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 Cheryl working with Kelly
i. Extracts to accommodate insurance-related data. Kurt is
working on and plans on having it done today.
9. Installations:
a. ODS was installed
b. Outstanding PROD: Cognos
10. Patches/Upgrades
a. Updates:
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
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
June 28, 2016
Action Taken, Decisions, Recommendations, Time Line
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
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: done
11. Integrating Banner access into existing user management
system. Any updates? Chase thinks he’s about done with
this and it is sending emails to Maurissa. He’ll send
approvals to Wendy as well.
12. 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.
13. 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
June 28, 2016
Action Taken, Decisions, Recommendations, Time Line
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Topics
Cameron University Banner Project
Meeting Agenda and Notes
Discussion, Information
June 28, 2016
Action Taken, Decisions, Recommendations, Time Line
Greg and Chase will continue to look into this.
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
Document procedures DBA uses to move code from TEST to
PROD.
Payroll
Conversion
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.
14. 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?
15. Ran a full payroll and ran into several problems. Kurt has
turned in tickets to the action line. The HR needs to run a full
payroll, preferably today in case there are changes that need
to be done to the extract.
16. DBAs have everything set up and the files are on production.
Task Lists
Tech Team & ITL
Continue to update:
W:\workgrps\its_share\Banner\BANNER Data handling.docx –
No decisions have been made yet. They are contacting different
schools to see what they are doing and might possibly do a
workflow for part of it.
John Briggs is scheduled to be here the week of Jan 4. It might be
better to have him here in December. Kurt will review this with
Ken.
Debbie will send an email to ILT to keep them updated.
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Tech Team &
Functional Areas
Tech Team
Tech Team
Debbie
Tech Team
Greg, Chase & Debbie
ILT
Cameron University Banner Project
Meeting Agenda and Notes
OSRHE info needs to be added and which DBs it will be reported
from
Data cleanup - ongoing process
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.
Debbie
Work on FAQ
ILT & Tech
June 28, 2016
Will December 8 – ST’s CRP be a possibility?