Banner XE Research

Report
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

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