The Big Bang - Upgrading to Banner 8.1

The Big Bang! Upgrading to Banner 8.1 Presented by: TJ Rains, PMP Associate CIO, Enterprise Systems Emporia State University April 12, 2010 Session ID 0042

Session Rules of Etiquette
Please turn off your cell phone/pager
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversation during the session
Thank you for your cooperation! Session ID 0042

Introduction
Purpose: To review Emporia State University’s Banner 8.1 upgrade project focusing on the following core elements:
Project Planning and Management
Scope and Resource Requirements
Business Process Analysis and System Testing
Lessons Learned
Benefits:
Obtain information and materials on planning and managing a Banner major release upgrade.
Learn from our successes and mistakes.
Session ID 0042

Agenda
ESU’s Banner Environment
Enterprise Systems Team Structure
Banner 8.1 Upgrade Project Planning and Management
Scope, Resources, Schedule
Business Process Analysis and System Testing
Issues Encountered
Lessons Learned
Presentation Supplements
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ESU’s Banner Environment UDC Vision Realized at ESU

ESU’s Banner Environment
Core Systems
Luminis Portal (Buzz In)
Banner Channels, SSB Integration, Single-Sign-On
Banner Advancement
Banner Finance
Banner Financial Aid
Banner Student
*Enrollment Management to be launched July 6, 2010.
Operational Data Store/Enterprise Data Warehouse
Cognos 8 BI
RMS Housing
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Supporting Software
Evisions Form Fusion and Intellecheck
E~Print
Touchnet Payment Gateway
UC4 (Appworx)
Runner Technologies Clean Address
Platforms
Hardware – Sun v490 Based Architecture w/ StorageTek SAN
Primary OS - Sun Solaris 10
Oracle 9i
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Enterprise Systems Team Structure

Enterprise Systems Team
Enterprise Infrastructure
Oracle DBA/Team Lead (1 FTE)
Banner Application Administrator/DBA (1 FTE)
Luminis System Administrator (1 FTE)
Web Tailor/SSB Administrator/Developer (1 FTE)
Systems Integrator/EM Specialist (1 FTE)
Banner Security Administrator/UC4 Administrator (1 FTE)
ODS/EDW/Cognos Administrator (1 FTE)
Systems Administrator/Sun Hardware Support (1 FTE)
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Enterprise Systems Team (cont.)
Banner Student, Financial Aid Technical Team
Application Development Supervisor (1 FTE)
Primary Student Application Support (1 FTE)
Primary Financial Aid Support (1 FTE)
Banner Finance, HR, Payroll, Advancement Technical Team
Application Development Supervisor (1 FTE)
Primary HR/Payroll/Finance Support (1 FTE)
Primary Advancement Support (1 FTE)
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Banner 8.1 Project Management Scope, Resources, Schedule

Project Management
Project Management Methodology
Kansas Information Technology Office (KITO) Project Management Methodology.
Publicly available at http://www.da.ks.gov/kito/ITPMM.HTM
Project Planning
Project was chartered and planned collaboratively with administration, system owners and central IT staff.
Schedule and budget developed by central IT and vetted through administration and system owners.
Project Execution
Central IT resource (Associate CIO) managed, monitored and controlled the execution phase of the project.
Bi-Weekly status update meetings held with system owners to verify functional testing progress.
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Project Scope (In Scope)
Evaluate, procure, install and configure new server and storage hardware to support the Banner 8 environment.
Upgrade to Oracle 10g (UTF8).
Upgrade all Banner systems (INB and SSB) to latest releases (8.1x).
Upgrade ODS and EDW to latest release (8).
Upgrade to Luminis 4.2.
Upgrade Cognos 8 BI to version 8.3 SP2.
Upgrade UC4 to latest release.
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Project Timeline Session ID 0042

Project Schedule
8 Months of Bliss!
September 2008 – October 2008
Development of Functional and Technical Test Plans
Student, Financial Aid, Finance, HR/Payroll, Advancement Banner Systems
September 2008 – November 2008
Hardware Installation and Configuration
Sun T25220 and Sunfire x4500 servers, StorageTek SAN Environment and Tape Library.
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Project Schedule (cont.)
September 2008 – March 2009
Installation of Banner Test and Production Environments
Netbackup
Oracle Database and Application Servers
ODS and EDW
INB and SSB
Luminis IV
Cognos 8 BI
ePrint
UC4
Evisions Form Fusion and Intellecheck
System Integration Testing Readiness
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Project Schedule (cont.)
January 2009 – March 2009
System and Integration Testing (All Systems)
Execution of Defined Test Plans
March 2009 – Early April 2009
End User Training Development and Delivery (All Systems)
April 24, 2009 – April 26, 2009 GO LIVE!!!
Complete Final Data Migration
Complete Final Production Testing
Cutover to Production
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Business Process Analysis – Student

Business Process Analysis
Significant business process changes in Registration, Undergraduate Admissions, Graduate Admissions and International Admissions occurred as a result of our initial Banner implementation.
Changes were never documented!
Impacted test plan development for the Student system.
Decided to conduct Business Process Analysis work sessions to document business process changes to ensure test plan alignment.
Output: Business Process Diagrams, Formal Test Plan and Checklists
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Output: Business Process Diagram Session ID 0042

Output: Testing Checklist Session ID 0042

Test Plans

Test Plan Development
Conducted test plan development work sessions with functional and technical support staff.
Lead by technical support staff
Used test plans developed during our initial Banner implementation as a starting point.
Finalized plans were vetted with system owners and documented as ready for execution.
Student System – Business Process Analysis, testing checklists and formal test plan.
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Issues Encountered

Issues Encountered
Luminis Middle Tier – ID/PIN/LDAP synchronization.
LDI role assignment for targeted content delivery.
ODS changes in fields and data types caused significant issues with existing reports.
Form changes and additions – testing and training.
Lack of thorough understanding of business process supported by the student system caused difficulties in test plan development.
Touchnet Payment Gateway configuration.
Active Directory printing.
Pro-C Compiler support change
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Lessons Learned

Lessons Learned
Functional and technical team collaboration is necessary for a successful upgrade.
Project planning, scheduling, test plan development and issue resolution.
Remain open and honest about issues and attach each issue in a pragmatic and deliberate manner.
Plan for the worst, hope for the best.
Be open to change in schedule if necessary for project success.
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Project Documents
Banner 8.1 Project Work Breakdown Structure
Banner 8.1 Go Live Check List
Banner 8.1 INB Form Observations
Test Plans
Test Plans and Testing Check Lists
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Questions and Answers

Thank You!
TJ Rains, PMP
Associate CIO, Enterprise Systems
Emporia State University
[email_address]
Please complete the online class evaluation form
Session ID 0042
SunGard, the SunGard logo, the Open Digital Campus, Banner, Luminis, and PowerCAMPUS are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. © 2009 SunGard. All rights reserved. © 2010 SunGard. All rights reserved. Session ID 0042

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The Big Bang - Upgrading to Banner 8.1

by TJ Rains

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The Big Bang - Upgrading to Banner 8.1 Presentation Transcript