What is this thing called Banner?

What is this thing called Banner?
John Strother
Director of IT Programming
The what…
What is Banner?
◦ Enterprise Resource Planning (ERP) software
Oracle Applications
◦ What resources?
Faculty & Staff
Finances (i.e. money)
And the who…
Who is SunGard Higher Education?
◦ Formally SCT (now SGHE)
◦ Part of SunGard, a software and technology
company (high availability and finance)
◦ SGHE provides software and services to over
1,600 institutions worldwide
◦ 2,600 employees
◦ PowerCampus, fsaATLAS, Infinity Process
Platform (business process engine)
Technology Stack
Banner runs on Oracle products
 Oracle has more than 370,000 customers
 Industry-leading database
◦ Performance, security, scalability
Tools (such as Oracle Forms) to build
 Programming languages (PL/SQL, C,
Banner is INB & EagleNet
Banner functionality accessed in two ways:
◦ Internet Native Banner
 Method used by most business users
 Most - if not all - Banner functionality available
◦ EagleNet
 Self-Service Applications
 Used by most of us “non-Banner” users
 Student registration, grading, employee benefits, W2’s
◦ Different technology, different applications (think
upgrades, patches, functionality, testing, bugs)
◦ Banner system for each (Student, Finance, etc.)
Banner Systems
Organized by Function (student, finance,
HR, Finaid)
 Each system has many modules
 Separately purchased and licensed
 SGHE releases major version (i.e.
Banner8) with systems at individual levels
Student 8.4
HR/Payroll 8.4.1
Finance 8.5
Financial Aid 8.10
Comprehensive solution for student
 Primary functions are scheduling,
registration, accounts receivable and
academic history
 One of the largest Banner systems
organized into fourteen modules
 Help with unused modules through PIA
Student cont.
Course Catalog, class schedule, general
person, faculty load, location management
and housing, recruiting, recruiting,
admissions, general student, registration,
accounts receivable, academic history,
CAPP, system management
Student cont.
NWACC uses Banner Student for:
Building catalogs
Creating class schedules
Adding student information
Recruiting students
Registering students
Academic history (grades, academic records)
Student cont.
New and future stuff
◦ DegreeWorks – comprehensive set of webbased academic advising, degree audit and
transfer articulation tools
◦ Online Admissions – allows prospective
students to complete and submit applications
for admission online (EagleNet)
◦ Enrollment Management Suite – technologyassisted recruiting and admissions, retention
and alumni relations solution
Comprehensive, integrated system to
track, maintain, and process all financial
 Includes eleven modules:
◦ General Ledger, Finance Operations, Stores
Inventory, Purchasing and Procurement,
Accounts Payable, Budget and Position
Control, Fixed Assets, Cost Accounting,
Endowment Management, Accounts
Receivable, Research Accounting
Finance cont.
New and future stuff
◦ Banner Travel & Expense Management
 Manage policies, authorize expenditures, process
reimbursements, manage approvals
◦ Purchasing and Procurement
 Requests for goods & services, ordering/buying,
receiving, bids/contracts
 e-Procurement (SciQuest HigherMarkets front end)
◦ Budgeting and Position Control Module
 Facilitates budget preparation integrated with HR
Financial Aid
Performs tracking, budgeting, need
analysis and packaging
 Components include:
◦ Applicant record creation, requirements
tracking, student budget assignment, funds
management, disbursement, award
history/transcripts, direct lending, electronic
data exchange, reporting, loan processing and
return of Title IV fund information
Financial Aid cont.
NWACC uses Banner Financial Aid for:
◦ Applicant Processing
 Day-to-day processing of student financial aid info
◦ Requirements Tracking
 Define documents students need to submit
◦ Packaging and Disbursement
 Group students by level and award as a unit
Financial Aid cont.
New and future stuff
◦ Fully use Student Employment module
 Referral, placement, hours submission, and tracking
functions for student employees
 Work authorization and departmental time reports
Human Resources System
Includes Human Resources, Position
Control and Payroll
 Supports employment and compensation
Budget preparation and monitoring
Position control and staffing
Payroll processing
Administration of benefits and leave
HR cont.
Applicant tracking and Talent Management
◦ Using PeopleAdmin
NWACC uses Banner HR for:
◦ Recruiting, compensation, benefits, evaluations
and FMLA
◦ View pay stubs, benefit information, update
office information and salary planner
HR cont.
New and future stuff
◦ Faculty Load and Compensation (FLAC)
 Merges information in Banner Student and HR
(EagleNet) to help manage faculty workload
◦ Electronic Personnel Action Forms (EPAF)
 Accommodate a more efficient signature process
(INB and EagleNet)
◦ Web Time Entry
 Electronic approvals of time entered (EagleNet)
◦ Talent Management Suite
 Offered as SaaS
Banner General
Contains modules common to all Banner
◦ Job Submission – running of reports and
◦ Population Selection – allows extraction of
people, vendors or organizations for use in
reports, processes and letters
◦ Letter Generation – Define extract variables,
build paragraphs, and merge data into a
formatted letter
General cont.
New and future stuff
◦ Banner Enterprise Identity Service (BEIS)
 Support and automate user provisioning to/from Banner
 Provides a standard identity definition
◦ Mass Data Update Utility (MDUU)
 Business tool to quickly and easily develop batch
updating processes
◦ Supplemental Data Engine (SDE)
 Simple way to add data fields to Banner Forms (without
◦ Web Services
 Supports a service-oriented architecture to facilitate
integration with external systems
A workflow automates a work activity
◦ Users determine the rules that affect the
Creating a workflow involves five phases:
◦ Analyze, develop, implement, execute and
◦ Process must be formalized
Workflow cont.
Some NWACC workflows:
Technology Access Form
Technology Services Project Request
Employee Change Notification
Work Study Request
Name Change
Terminate Employee
Faculty Grade Change
Refund Appeal
Banner Advancement
Not currently being used
 Handles day-to-day activities of
advancement and development offices
Tracks pledges
Records gifts
Program planning and evaluation
Volunteer management
Prospect tracking
Matching gift processing
Other Systems
Banner is the source (central record) for:
Ad Astra Room Scheduler
AdvisorTrac (web-based advising system)
Advocate (student conduct)
NaceLink CSM (career services manager)
Koha (Library catalog system)
Clancy Systems (parking ticket system)
my.nwacc.edu (portal)
 CampusEAI
Other SGHE Partners
◦ SunGard Higher Education is reseller and
strategic partner
 Training and Installation
 Remote Report Development
◦ FormFusion – transforms Banner output into
digital documents
◦ IntelleCheck – securely supports check printing
and routing directly from Banner
◦ Argos – enterprise reporting solution for ad hoc
queries, advanced dashboards and data cubes
The Near Future
INB get’s a new look – Project Horizon
◦ Why?
 Oracle Forms is starting to look outdated
 “Old” technology
◦ Oracle Forms = Proprietary product (Oracle)
◦ OpenSource Products
◦ Groovy & Grails
 Modern web based user interface
 Dynamic language for Java Virtual Machine (Groovy)
 Web Framework (Grails)
◦ Most functionality released in Banner 9
On the Horizon
Catalog and Schedule in Q3 2011
 Same screen names
 Similar keyboard navigation
 Quick Flow will be supported in future
 Data Extract will still work
 NWACC in 2012?
All things Banner…
Arkansas Banner User Group (ABUG)
 Hosted for first time at NWACC
◦ September 27 & 28
◦ Call for presentations!
SGHE Commons
◦ http://www.edu1world.org/commonsSunGardHE/
Community Source Initiative
◦ https://csicode.sungardhe.com/gf/

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