Banner XE Pre-Planning

Grace La TorraAlex 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

• Ellucian ConferencePresentations from Ellucian

Talking to other schools

• ResourcesEllucian Commons

Banner Road Maps

Banner XE Research

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 Version Software VersionOracle Database 11.2.0.2 Finance SS 8.4JDK 1.6 HR/Payroll 8.4Web Tailor 8.5.1 Position Control 8.4

Workflow 8.0.1Faculty & Advisor SS 8.5.2

Channels 8.3 Financial Aid 8.1Enterprise Identity Services (BEIS) 8.1.3 Financial Aid SS 8.1

General8.5.1 w/ patches

Flexible Registration 8.5.3

General Web 8.4 Student 8.5.3Accounts Receivable 8.4 Student SS 8.5.2

Employee Self Serve (SS) 8.4 ODS8.3 w/ patches

Finance 8.5 CAS 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