Embed Size (px)
DESCRIPTION
On-Line FERPA Release Using Banner Proxy Access
Citation preview
UNC CAUSE 2013
On-Line FERPA Release Using Banner Proxy Access
On-Line FERPA Release Using Banner Proxy Access
Presented by:
Adrienne Oliver, Sam CookInformation Technology Services
and Debbie Race Office of The Registrar
Agenda
• Define Proxy Access • Banner System Requirements• Banner Proxy Access Setup Steps• Implementation Tips• Proxy Access Demo• Q & A
What is Proxy Access?Proxy Access allows a student to authorize access for a proxy, to designated Self-Service Banner pages.
• Parents, legal guardian, employer, etc.• Student schedules, grades, emergency contacts, etc.
Note: Students are not required to authorize proxies.
Banner System Requirements
• Banner General 8.5 or greater• Banner Student 8.2 or greater• Banner Web General 8.5 or greater• Web Tailor 8.5 or greater
Banner SecurityProxy Access forms are delivered in security class BAN_PROXY_ACCESS_C.
GTVCTYP GERCOMMGTVDTYP GERPRXYGTVOTYP GPAPRXYGTVRETP GRAPRELGTVSYST GRIPREL
Setup Forms in Banner
GTVSYST – Maintain System Types
GTVDTYP – Maintain Data Types
GTVOTYP – Maintain System And Option Types
GTVOTYP – Maintain System And Option Types
GTVRETP – Maintain Relationship Types
GTVCTYP – Maintain Communication Types
GERPRXY – Connect Relationship Types To The System
GERPRXY – Connect Relationship Types To The System
GERCOMM – Maintain Communication Configuration
Customize Email Communications
GTVLETR
SOAELTR – Letter Rules
SOAELTR – Letter Rules
How Does The System Know Who Can Create a Proxy?
GORRSQL
GORRSQL
Setup Requirements in WebTailor
Web Tailor Parameters
Web Tailor Parameters
Web Tailor Parameters
Web Tailor Parameters
Web Tailor Create Main Menus
Web Tailor Create Main Menus
Web Tailor Create Main Menus
Web Tailor SubMenu Items
Customize Menu Items
bwskoacc.P_ViewAcct Roles
bwrksumm.P_DispSumm Roles
Links from P_DispSumm
Bwrkolib.SelDefAidy Doesn’t Work
Bwrkolib.SelDefAidy
Bwrkolib.SelDefAidy Roles
Copy to local, add Proxy Access (Support Enabled)
Try Select Another Aid Year now
Works!
Proxy Setup Steps – Student View
Proxy Access Role Assigned to Eligible Students (GORRSQL)
Proxy Access Menu – Student View
Add a Proxy
Add Proxy – Expanded View
Expand Proxy to Create Access
Define Proxy Relationship
Define Proxy Relationship – View 2
Authorize Proxy Pages
Communications Sent Log
Now It’s the Proxy’s Turn….
Important Notes for Setup
As soon as student begins proxy setup process, emails are generated.
• First email contains an Action Link and temporary Action Password to establish initial login access. Link is only good for access one time.
• Second email contains the link to the proxy login page for all subsequent login attempts.
Initial Email to Proxy
Initial Proxy Login – from email
Reset PIN – Required Step
Define Proxy Profile
Decided not to require this information
Second Email to Proxy
Proxy Login - Permanent
Proxy View of Authorized Pages
Staff View
GPAPRXY – Audit Proxy Activity
Implementation Tips
• Define Institution Goals (i.e. Do you want to push the creation of GP records/Advancement data in Banner)
Implementation Tips
• Email Configuration
• Stable Cloned Test Environment
• Resources - Proxy General Handbook, Ellucian Support Center, FAQ-1-12TZZOH
• TEST…TEST…TEST…TEST
View Proxy Access Demo
http://registrar.unca.edu/granting-access-proxy-ferpa-release
Adrienne Oliver – Applications Clients Services [email protected]
Sam Cook – Database [email protected]
Debbie Race – University [email protected]
Contact Us
Questions
