Fundamentals of V7 Presentation


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  • Welcome to an introduction to Banner 7 INB.
  • Welcome to an introduction to Banner 7.
  • On the Main Menu, the “GO” or Direct Access box is now titled the “GO TO” box.
  • “My Banner” menu is now easier to customize.
  • Links are accessible on the right. These links can be customized.
  • By setting a computer’s resolution to 1028 x 768, a large area of data is viewable and eliminates the need to scroll.
  • This is an example of a Tabbed form. Simply click on the tab to display the titled information. It’s easy to move from one element of data to another.
  • Other options or forms that relate to the current form can be displayed by clicking the OPTIONS drop down menu. This replaces the left navigation frame available in prior versions of Banner.
  • Another feature is the addition of a Mouse Right Click. As you can see, by right clicking in a non-field area on a form, the user can view all available options for that form. This includes navigation options, information options and the ability to add the viewed form to the use’rs Personal Menu, “My Banner”.
  • One feature of Banner 7 is the addition of a Drop Down menu for the List of Values of a field.
  • In Banner 6 it was necessary to click three separate options to display Academic Status, Graduation Status and Dual Degree information. Now one click reveals all three in areas clearly titled and divided.
  • Some forms now display arrow keys to move from one record to another.
  • As you can see, the toolbar has been reorganized into logical groups. Some icons will now grey out and highlight when available. The Record, Block And Query icons have been grouped together. Notice two new icons on the right – Fine Grain Access indicates that access to elements of data has been added to any given form. The Online Help icon will bring you to an SCT delivered document that is form sensitive.
  • By clicking on Online Help while viewing the SPAIDEN form, the user can view information about the functionality and purpose of this form.
  • Take a look at how to customize links in Banner 7. Simply call up the General User Preference form “GUAUPRF” by typing it in the Go To Field and hit enter.
  • Select the “My Links” option, and then type the Description and URL complete with “http://” prefix into the value fields as indicated. Logging off and and on will update the user’s Main Menu.
  • By clicking on the “Display Options” tab, the user can alter the colors of the settings by varying the R G B values. Note this user has customized the canvas color.
  • Banner is the CSUMB campus student information system. Access to the data in Banner is available to staff, faculty and student assistants who's job requires them to access and use this data. In order to use Banner a person must have permission to access the Banner servers and a person must have a Banner account. Pages 1+2 must be completed, signed and returned. Complete instructions are found on page 3 of that document. The entire document must be read. To obtain a brio account to access Banner data you must first obtain a Banner account.
  • Thank you for viewing this presentation.
  • Thank you for viewing this presentation.
  • Fundamentals of V7 Presentation

    1. 1. Banner 7 Internet Native Banner <ul><li>Access on campus via web browser </li></ul><ul><li>Set Screen Resolution to 1024 x 768 for largest data view </li></ul><ul><li>Tabbed forms provide at-a-glance information </li></ul><ul><li>Options drop-down menu replaces left navigation frame </li></ul><ul><li>Taskbar icons enhancement and reorganization </li></ul><ul><li>Logical changes to format layout within certain forms </li></ul><ul><li>Additional navigational improvements </li></ul>
    2. 2. Banner 7 Internet Native Banner Banner 7 INB <ul><li>Online Help available </li></ul><ul><li>Customizable Personal Links </li></ul><ul><li>Customization of colors </li></ul><ul><li>Updated Banner Security form mandatory for all Banner/Brio users </li></ul><ul><li>Training Environments & Documents </li></ul><ul><li>Important Dates </li></ul>
    3. 3. Banner Version 7 <ul><li>INB – Internet Native Banner </li></ul><ul><li>Banner in an Internet Browser </li></ul><ul><li>Some navigation changes </li></ul><ul><li>Some functionality changes </li></ul><ul><li>CSUMB Security changes </li></ul>
    4. 4. Main Menu Changes <ul><li>The GO field has been renamed to “ GO TO ” </li></ul><ul><li>This allows direct access to forms, and jobs. </li></ul><ul><li>New Shortcut: Click on the Go To field and use the up and down arrows on your keyboard to scroll through forms accessed in the current session. </li></ul>
    5. 5. Main Menu Changes “ My BANNER” personal menu now easier to setup. Product shortcuts are now in a drop-down list. . The Menu, Site Map and Help buttons have been removed and are now links. The Banner Broadcast Messages section displays Broadcast messages sent out to all users.
    6. 6. My Links and My Institution <ul><li>“ My Links ” </li></ul><ul><li>Provides quick access to changing your Banner password and accessing Banner messages. </li></ul><ul><li>The Personal Links can be customized to link to Banner forms or web sites. </li></ul><ul><li>“ My Institution ” </li></ul><ul><li>Provides quick access to the CSUMB website. The graphic can be changed. </li></ul>
    7. 7. Larger View of Data <ul><li>The standard form size is larger, allowing you to see more information on the screen and reducing scrolling. </li></ul><ul><li>Important: Set your screen resolution to 1024 x 768 pixels to minimize scrolling </li></ul>
    8. 8. Logical Breaks and Reformatting Data may appear in a different format on a form. New related data from other forms may now be available in a tab. Notice the separator line at the top of many blocks , the logical breaks, and non-abbreviated field names.
    9. 9. Tabbed Form <ul><li>Many forms have tabs on the top of each block. </li></ul><ul><li>Tabs provide easy access to information rather than performing a Next block function. </li></ul><ul><li>On forms that do not have the tabs across the top, you will still need to perform a Next block function or use the Options menu to navigate to the various blocks. </li></ul><ul><li>Click a tab to display specific data or press F2 to move through the tabs on a form using your arrow keys. </li></ul>
    10. 10. Drop-Down Arrow and Calendar The Search buttons and blue-labeled List of Values (LOV) text have been replaced with a drop-down arrow. A new calendar icon has been added next to date entry fields to make it easier to enter the date.
    11. 11. Banner 6 Left Navigation Frame The Left Navigation Frame will not be displayed in Banner 7.
    12. 12. Options Drop Down Menu The “Options” drop down menu replaces the Banner 6 Left Navigation Frame. Options Menu is now accessible via a Right-click anywhere on the form.
    13. 13. Navigational Enhancements Right click on form in non-field area to display available options. NEW OPTION: Add a form to your “My Banner” menu while viewing the form. Radio buttons or checkboxes can now be clicked on either the button/checkbox or the label text to select the option.
    14. 14. Navigational Enhancements <ul><li>When a search button brings up an option list, you can now use your keyboard to navigate the various options. </li></ul><ul><li>Use the arrow keys on your keyboard to select the option, then press Enter to access the option. </li></ul>
    15. 15. Navigational Enhancements List of Values button brings up Search Dialog box .
    16. 16. Navigational Enhancements <ul><li>You can now navigate to other forms without leaving the form you are on by pressing F5 to access the Go To field and then entering the form name and press Enter to access the form. </li></ul><ul><li>Press F5 again to close the Go To field. </li></ul>
    17. 17. Data in Tabs Here is an example of a tab that displays information formerly displayed in three separate blocks
    18. 18. Record Arrow Keys Some forms can move through records via arrow key buttons.
    19. 19. Toolbar Reorganization RECORD ICON GROUP Insert Delete Previous Next BLOCK ICON GROUP Previous Next QUERY ICON GROUP Enter Execute Cancel Some Icons grey out and highlight NEW Online Help NEW Fine Grain Access <ul><li>The Toolbar has a new look. </li></ul><ul><li>The Broadcast Message (becomes active if there are new messages) </li></ul><ul><li>Fine-Grained Access Control (becomes active if access rules have been defined) </li></ul><ul><li>Online Help buttons have been added. </li></ul>NEW Broad Cast Message
    20. 20. Online Help Clicking on the “HELP” icon will launch general information about the form you are viewing.
    21. 21. Customization of Personal Link Access GUAUPRF form to customize your personal links
    22. 22. Custom Links Click the “MY LINKS” tab and enter the description and url address complete with “http://” prefix in the User Value field as described .
    23. 23. Custom Colors Click the “Display Options” tab to change your settings. Note: Colors can now be customized by adding RGB values
    24. 24. Banner Security Update <ul><li>New Form CSUMB_Policy_access_v7.doc </li></ul><ul><li>V7 Training mandatory </li></ul><ul><li>Data Access limited </li></ul><ul><li>Type of data access must be specified </li></ul><ul><li>Access to student data must be requested </li></ul><ul><li>Applies to all Banner users </li></ul><ul><li>All users must resubmit by December 21, 2005 </li></ul>
    25. 25. Banner Security Update Form <ul><li>New Form CSUMB_Policy_access_v7.doc </li></ul><ul><li>Location of form: </li></ul><ul><ul><li>First Class/ Staff & Faculty /Banner Conference </li></ul></ul><ul><ul><li>Obtaining Access to Banner + Brio - email </li></ul></ul><ul><li>Effective as of October 24, 2005 </li></ul>
    26. 26. CSUMB Policy Access Document version 7 REVIEW
    27. 27. TRAINING ENVIRONMENT <ul><li>V7DEVL test instance </li></ul><ul><li>V7DEVL-INB. url </li></ul><ul><li>V7DEVL-Banner Web. url </li></ul><ul><li>Please report any problems (not working, missing functionality, etc). </li></ul><ul><li>Do not assume that it will be fixed without your speaking up. </li></ul>
    28. 28. TRAINING DOCUMENTS <ul><li>PPT, CBT and PDF files are located in </li></ul><ul><li>N:doc7x trainingdocs </li></ul><ul><li>CBT </li></ul><ul><ul><li>Banner7xFundamentals </li></ul></ul><ul><ul><li>StudentOverview7x </li></ul></ul><ul><li>Folders for Arsys, Finaid, Student, SelfService and General. </li></ul>
    29. 29. BANNER 7 INB BROWSER <ul><ul><li>Internet-native Banner 7.0 </li></ul></ul><ul><ul><li>In this area, SunGard SCT looks to Oracle's client platform support certification matrix at htdocs /10g/ clientsod _forms10g.html </li></ul></ul><ul><ul><li>Microsoft Internet Explorer 6.0 (with Oracle Jinitiator </li></ul></ul><ul><ul><li>Netscape 7.0x (with Oracle Jinitiator  </li></ul></ul>What browsers does SunGard SCT recommend for SCT Banner 7.0? SunGard SCT completed testing with the following browsers:
    30. 30. BANNER 7 BROWSER Self Service <ul><ul><li>Self-Service Banner 7.0 </li></ul></ul><ul><ul><li>Microsoft Internet Explorer 6.0 </li></ul></ul><ul><ul><li>Netscape 7.01 and 7.2 </li></ul></ul><ul><ul><li>Mozilla 1.7 </li></ul></ul><ul><ul><li>Microsoft Internet Explorer 5.2 for Macintosh OS X </li></ul></ul><ul><ul><li>Macintosh client – Safari 1.2 for Mac OS X </li></ul></ul>
    31. 31. BANNER 7 BROWSER <ul><ul><li>Not Supported Browsers at this time </li></ul></ul><ul><ul><li>Browser Java for INB </li></ul></ul><ul><ul><li>AOL’s repackaged browser </li></ul></ul><ul><ul><li>Sun Java Plugin/WebStartfor INB LINUX desktop browsers </li></ul></ul><ul><ul><li>Other non-Windows browser </li></ul></ul>
    32. 32. Important Dates <ul><li>Testing Deadline date: </li></ul><ul><ul><li>December 9, 2005 </li></ul></ul><ul><li>Banner Security Forms Submission Deadline </li></ul><ul><ul><li>December 21, 2005 </li></ul></ul><ul><li>Training Dates for End Users: </li></ul><ul><ul><li>January 3-13, 2006 </li></ul></ul><ul><li>Target Date of Banner 7 INB Upgrade: </li></ul><ul><ul><li>2006 Martin Luther King Holiday Weekend: </li></ul></ul><ul><ul><li>Jan 14-16, 2006 (tentative) </li></ul></ul><ul><li>Banner, Banner Web and Planner Web System will be unavailable during the upgrade </li></ul>
    33. 33. You have completed the Banner V7 Basic Training <ul><li>Thank you. </li></ul><ul><li>Please log-off from your computer. </li></ul>