Banner XE Pre-Planning Grace La Torra Alex Garcia NMSU ICT Project Management Office Agenda • Banner XE Research • NMSU Planning Process • Pre-Implementation Projects • Required Banner Upgrades • Database Extension Utility (DBEU) • Banner Workflow • Banner CAS • Next Steps Banner XE Research Banner XE Research • Ellucian Conference Presentations from Ellucian Talking to other schools • Resources Ellucian Commons Banner Road Maps BANNER XE ROADMAPS NMSU PLANNING PROCESS NMSU Planning Process • Planning strategy • Picked a module for implementation based on best probability – Banner Student in production by Spring 2015 • Work backwards to implementation start date – Project start date June 2014 • Research pre-implementation tasks/projects • Formalize pre-implementation projects and work around existing priorities NMSU Planning Process • 4 critical pre-implementation projects identified • Required Banner Upgrades - Done • Database Extension Utility (DBEU) – In Progress • Banner CAS Implementation – In Planning • Banner Workflow Upgrade – In Progress PRE-IMPLEMENTATION PROJECTS Required Banner Upgrades Software Oracle Database JDK Web Tailor Version 11.2.0.2 1.6 8.5.1 Version 8.4 8.4 8.4 8.0.1 8.3 Software Finance SS HR/Payroll Position Control Faculty & Advisor SS Financial Aid Workflow Channels Enterprise Identity Services (BEIS) Financial Aid SS Flexible Registration Student Student SS 8.1 General General Web Accounts Receivable 8.1.3 8.5.1 w/ patches 8.4 8.4 Employee Self Serve (SS) Finance 8.4 8.5 ODS CAS 8.5.2 8.1 8.5.3 8.5.3 8.5.2 8.3 w/ patches 9 Database Extension Utility (DBEU) • Adds extra columns to all the Banner tables • • • • • • • • Surrogate id Versions User id Data origin Activity Date VPDI code In the process of installing in a test environment Objectives • • • Install the utility in preparation for Banner XE Apply workaround to prevent complete refresh of ODS tables Identify possible impacts to ODS and existing code Banner CAS Implementation • CAS stands for Common Authentication Service • Required to switch between XE and traditional Banner INB forms • Self-Serve at NMSU already CASsified • Objectives • Enable Banner INB CAS • Possibly move the current CAS server (cloud) to campus – possible load issues? • Integration of Banner INB with campus portal Banner Workflow • Currently on version 8.0.5 • Better features in the newer version • Objectives • Enable CAS for workflow • Upgrade to version 8.1.x • Integration of Workflow with campus portal NEXT STEPS Next Steps • Prepare and acquire NMSU budget • Planning • Hardware, software specifications • Implementation strategy • Training strategy • Assembling Teams • Start regular meetings with ICT Managers • Start regular meetings with clients