Banner 8 Upgrade at Higher Colleges of Technology

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Banner 8 Upgrade at Higher Colleges of Technology

  1. 1. CONNECT TO COMMUNITY.<br />At SunGard Summit, come together as a community dedicated to education.<br />Banner 8 Upgrade at Higher Colleges of Technology <br />Presented by: Khalid Tariq<br />Head of HR & Enterprise SystemsHigher Colleges of Technology<br />March 24, 2009<br />Course ID 1183 <br />
  2. 2. Course ID 1183<br />
  3. 3. Course ID 1183<br />Agenda<br />
  4. 4. CONNECT TO COMMUNITY.<br />At SunGard Summit, come together as a community dedicated to education.<br />Introduction to Higher Colleges of Technology<br />
  5. 5. Highlights of HCT<br />Located in United Arab Emirates<br />First institution in entire Middle East to go live with Banner 7.x (November 2005)<br />First institution in UAE to go live with Banner Advancement (February 2008)<br />1st outside USA to go live with the latest release of Banner 8.1 (December 2008)<br />Course ID 1183<br />
  6. 6. Course ID 1183<br />
  7. 7. Highlights of HCT<br />Started in 1988 with 239 students and four campuses<br />Today: <br />Enrollment: 17000+<br />Colleges: 17 STVCAMP<br />Graduates: 25K+ <br />Credentials awarded: 35K+ <br />Programs offered in 2009: 80+ SMAPRLE<br />Academic Divisions: 7 STVCOLL<br />3-4K students graduate every year<br />Course ID 1183<br />
  8. 8. Distributed Campuses with a Central System Registrar<br />Course ID 1183<br />
  9. 9. HR & Enterprise Systems<br />Course ID 1183<br />
  10. 10. HCT BANNER BACKBONE<br />SYLLABUS PLUS<br />Course ID 1183<br />
  11. 11. CONNECT TO COMMUNITY.<br />At SunGard Summit, come together as a community dedicated to education.<br />Banner 8 Functional Updates<br />
  12. 12. Internationalization<br /><ul><li>First Name expanded from 30 to 60 characters
  13. 13. Middle Name expanded from 30 to 60 characters
  14. 14. Legal Name has been extended from 99 to 500 characters.
  15. 15. SSN (National ID) expanded from 9 to 15 characters
  16. 16. Banner ID (H ids) expanded from 9 to
  17. 17. A new tab is added to hold additional IDs in SPAIDEN</li></ul>New Features in v8<br />Course ID 1183<br />
  18. 18. Customizable Registration Error Messages<br />Now we can customize what to show if registration error happens in SFAREGS. The messages can even be set in other languages<br />This will be very useful if we open online registration to students in the future. <br />New Features in v8<br />Course ID 1183<br />
  19. 19. Incomplete Grades Processing<br />HCT has its own process to convert I grades to F. This process will be continued until 200802. From 200901, the new feature in Banner 8 will be used. <br />Using this new feature, if an incomplete grade is assigned to students, we can automate to change this grade to another grade such as “F” if the student fails to submit the work with in a designated time frame.<br />New Features in v8<br />Course ID 1183<br />
  20. 20. Mass Registration<br />Using this new feature, you can add/drop courses for students based on:<br />CRN<br />Block code<br />Population selection of students<br />We advised campuses to use this new feature for 200802<br />New Features in v8<br />Course ID 1183<br />
  21. 21. Mass Entry for Admissions and General Student (Learner)<br />Just like SZAMDEG, you can use same functionality to perform updates for Admissions (SAAMAPP form) and General Student (SGAMSTU form) records in one go.<br />New Features in v8<br />Course ID 1183<br />
  22. 22. Mass Entry for Admissions and General Student (Learner)<br />Just like SZAMDEG, you can use same functionality to perform updates for Admissions (SAAMAPP form) and General Student (SGAMSTU form) records in one go.<br />New Features in v8<br />Course ID 1183<br />
  23. 23. Waitlist Enhancements<br />This enhancement provides a way to move students from waitlist queues to registration in sections as seats become available.<br />Waitlists can be prioritized and reordered.<br />Notification of available seats can be performed online or in batch.<br />HCT might use this enhancement in future but not at this time.<br />New Features in v8<br />Course ID 1183<br />
  24. 24. Manual Roll Process<br />This new feature allows you to manually create a degree record. You do not need to wait until some grades are rolled to create a degree record for a student<br />New Features in v8<br />Course ID 1183<br />
  25. 25. Self-Service Graduation Application<br />HCT is going to continue to use apply to graduate for 2008 cohort.<br />A decision on whether to use the new self-service application process for 2009 will be made during summer break.<br />New Features in v8<br />Course ID 1183<br />
  26. 26. CONNECT TO COMMUNITY.<br />At SunGard Summit, come together as a community dedicated to education.<br />Banner 8 Changes in Forms<br />
  27. 27. General Person: SPAIDEN<br />Course ID 1183<br />
  28. 28. General Person: SPAIDEN<br />Course ID 1183<br />
  29. 29. General Student: SGASTDN<br />Course ID 1183<br />
  30. 30. General Student: SGASTDN<br />Course ID 1183<br />
  31. 31. General Student: SGASTDN<br />Course ID 1183<br />
  32. 32. General Student: SGASTDN<br />Course ID 1183<br />
  33. 33. General Student: SGATSDN<br />Course ID 1183<br />
  34. 34. General Student: SGASTDN<br />Course ID 1183<br />
  35. 35. Class Roster: SFASLST<br />Course ID 1183<br />
  36. 36. Class Roster: SFASLST<br />Course ID 1183<br />
  37. 37. Admissions Application: SAAADMS<br />Course ID 1183<br />
  38. 38. Admissions Application: SAAADMS<br />Course ID 1183<br />
  39. 39. Admissions Application: SAAADMS<br />Course ID 1183<br />
  40. 40. Admissions Application: SAAADMS<br />Course ID 1183<br />
  41. 41. Admissions Application: SAAADMS<br />Course ID 1183<br />
  42. 42. Admissions Application: SAAADMS<br />Course ID 1183<br />
  43. 43. Admissions Decision: SAADCRV<br />Course ID 1183<br />
  44. 44. Admissions Decision: SAADCRV<br />Course ID 1183<br />
  45. 45. Course Catalog: SCACRSE<br />Course ID 1183<br />
  46. 46. Course Catalog: SCACRSE<br />Course ID 1183<br />
  47. 47. Course Catalog: SCACRSE<br />Course ID 1183<br />
  48. 48. Course Catalog: SCACRSE<br />Course ID 1183<br />
  49. 49. Area Requirements: SMAAREA<br />Course ID 1183<br />
  50. 50. Area Requirements: SMAAREA<br />Course ID 1183<br />
  51. 51. Compliance: SMARQCM<br />Course ID 1183<br />
  52. 52. Compliance: SMARQCM<br />Course ID 1183<br />
  53. 53. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  54. 54. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  55. 55. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  56. 56. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  57. 57. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  58. 58. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  59. 59. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  60. 60. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  61. 61. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  62. 62. Scheduling Sections: SSASECT<br />Course ID 1183<br />
  63. 63. CONNECT TO COMMUNITY.<br />At SunGard Summit, come together as a community dedicated to education.<br />Banner 8 Technical Updates<br />
  64. 64. Banner 8 Upgrade Technical Updates<br />Internationalization<br />PIN Maintenance<br />Security Administration<br />Partial Character Masking<br />Supplemental Data Engine<br />Course ID 1183<br />
  65. 65. Banner 8 Upgrade Technical Updates<br />Internationalization<br />Unicode Support<br />Additional IDs<br />Enhanced Person Information Fields<br />Course ID 1183<br />
  66. 66. Banner 8 Upgrade Technical Updates<br /><ul><li>Unicode Support</li></ul>Database is converted to the UTF8 standard.<br />Transition from ASCII to UTF8.<br />Support of non-ASCII characters like å, é and ö<br />Course ID 1183<br />
  67. 67. Banner 8 Upgrade Technical Updates<br />Additional IDs<br />New table GORADID to store Additional IDs.<br />New form GTVADID to set up Additional Identification Type Validation form (GTVADID).<br />A new Additional ID tab on Banner identification forms displays the Additional ID.<br />Course ID 1183<br />
  68. 68. Banner 8 Upgrade Technical Updates<br />Course ID 1183<br />
  69. 69. Banner 8 Upgrade Technical Updates<br />Enhanced Person Information Fields<br />Table columns have been expanded<br />Forms have been modified to accept longer values<br />Forms have been visually redesigned to display longer fields. <br />Tooltip displays have been added. <br />Banner APIs have been modified where needed to handle the longer values.<br />Processes and reports have not been modified for this release to handle the longer values. <br />Course ID 1183<br />
  70. 70. Banner 8 Upgrade Technical Updates<br />Expanded Name Fields<br />First Name from 15 to 60<br />Middle Name from 15 to 60<br />Legal Name 100 to 500<br />New Name Fields<br />A new Surname Prefix field added<br />Course ID 1183<br />
  71. 71. Banner 8 Upgrade Technical Updates<br />Expanded Address Fields<br />Street address fields (_STREET_LINE1, _STREET_LINE2, and _STREET_LINE3) have been expanded to 75 characters. <br />City fields (_CITY) have been expanded to 50 characters. <br />Postal code fields (_ZIP) have been expanded to 30 characters.<br />New Address Fields<br />Forth address line (_STREET_LINE4)<br />house number field of 10 characters<br />Course ID 1183<br />
  72. 72. Banner 8 Upgrade Technical Updates<br />Expanded Telephone Fields<br />Telephone area code fields (_PHONE_AREA) to 6 characters, <br />Telephone number fields (_PHONE_NUMBER) to 12 characters<br />Telephone extension fields (_PHONE_EXT) to 10 characters.<br />New Telephone Fields<br />A Country Code field (_CTRY_CODE_PHONE).<br />Course ID 1183<br />
  73. 73. Banner 8 Upgrade Technical Updates<br />Expanded ID Fields<br />SSN fields (_SSN) expanded to 15 characters.<br />A rule on GUAINST sets the data entry length of the SSN.<br />Expanded E-mail Fields<br />E-mail address fields (_EMAIL_ADDRESS) have been expanded to 128 characters.<br />Expanded Currency Fields<br />To better support a variety of international currencies, currency amount fields have been expanded to a 17,2 precision. <br />Course ID 1183<br />
  74. 74. Banner 8 Upgrade Technical Updates<br />PIN Encryption<br />PINs are no longer stored as clear text in the database. <br />Answers to security questions are encrypted in the same way.<br />To bypass PIN encryption, do not run the gdrgorpaud_080000.sql script during the upgrade.<br />Course ID 1183<br />
  75. 75. Banner 8 Upgrade Technical Updates<br />Security Administration<br />Several improvements have been made in Release 8.0 for security administration. The changes are focused on new user setup, user account maintenance, distributed security, and security auditing.<br />Course ID 1183<br />
  76. 76. Banner 8 Upgrade Technical Updates<br />Partial Character Masking<br />Number and date fields could be partially masked in version 7.<br />This is extended to character fields in version 8<br />Course ID 1183<br />
  77. 77. Banner 8 Upgrade Technical Updates<br />Course ID 1183<br />
  78. 78. Banner 8 Upgrade Technical Updates<br />Supplemental Data Engine<br />Simple way to add data fields to Banner forms.<br />No customization of Banner forms or tables is needed to capture and use additional data with SDE.<br />The new data is displayed in a popup window, the Supplemental Data Window,<br />Data is stored in a supplemental data table.<br />Course ID 1183<br />
  79. 79. Banner 8 Upgrade Technical Updates<br />Limitation of Supplemental Data Engine<br />Not all Tables, Blocks, and Forms Work with SDE.<br />The security tables owned by BANSECR cannot be used with supplemental data.<br />The combination of SDE with Virtual Private Database (VPD) is currently not supported.<br />Masking is not currently supported with SDE.<br />Course ID 1183<br />
  80. 80. Banner 8.x Security Enhancements<br />Banner Security Enhancements:<br />BAN_DEFAULT_NO_ACCESS - a role with no privileges that can be used to override object assignments from security classes or groups.<br />BAN_FULL_SECURITY_C Class<br />Object Access by User View (GUVUACC)<br />Banner Distributed Security form – GSADSEC <br />Distributed Security User Maintenance Form – GSADSUM (Instead of gssacct.sql). Ex. BANSECR_FIN<br />Distributed Security Object Ownership View - GUVOWNR <br />Course ID 1183<br />
  81. 81. CONNECT TO COMMUNITY.<br />At SunGard Summit, come together as a community dedicated to education.<br />Banner 8 Upgrade Methodology<br />
  82. 82. Banner 8 Upgrade Methodology<br />Course ID 1183<br />
  83. 83. Banner 8 Upgrade Methodology1. Enhancements Review<br />Review and analysis of Banner 8 enhancements  by Functional experts for the following Banner modules:<br /> Banner Student<br /> Banner HR<br /> Banner Finance<br /> Banner Alumni<br />Course ID 1183<br />
  84. 84. Banner 8 Upgrade Methodology1. Enhancements Review<br />Share point Portal is used as a medium for all 4 modules to:<br /><ul><li>Publish Banner 8 User guides, Handbooks, Release guides and work books to all Functional Experts
  85. 85. All Project team members accessed and reviewed the publications from the Share point.</li></ul>TIP: The most important document for you to read is the release guide. <br />Course ID 1183<br />
  86. 86. Banner 8 Upgrade Methodology1. Enhancements Review<br />Categorized enhancements based on HCTs priorities as:<br />Immediate  Enhancements to use with this upgrade cycle<br />Short term  HCT to review during the current academic year and start using from September 09<br />Long term  HCT to review and start using beyond January 2010 if necessary<br />Course ID 1183<br />
  87. 87. Banner 8 Upgrade Methodology1. Enhancements Review<br />Final Document for each module with the above categorization for every Banner 8 feature were uploaded on Share point site.<br />Course ID 1183<br />
  88. 88. Banner 8 Upgrade Methodology2. Test Plan<br />Set-up a core group to perform functional testing<br /><ul><li>Not Limited to Functional Experts only Introduced staff carrying out day-to-day processes in banner.</li></ul>Documented the testing plan for every process<br /><ul><li> Launched a Share point portal site for functional experts and process owners to document the test cases
  89. 89. A standard template was used to document each test case.</li></ul>Course ID 1183<br />
  90. 90. Banner 8 Upgrade Methodology2. Test Plan<br />Course ID 1183<br />
  91. 91. Banner 8 Upgrade Methodology2. Test Plan<br />For Student Module, test cases were written for each sub-module of student. Following is an example:<br />Course ID 1183<br />
  92. 92. Banner 8 Upgrade Methodology2. Test Plan<br />For HR module, a two prong approach was used to write the test cases:<br />Test Cases were written for each sub-module such as position control, employee administration, etc. <br />Test cases were written for each process such as payroll, transfer of employees, promotions/demotions.<br />Course ID 1183<br />
  93. 93. Banner 8 Upgrade Methodology3. Pilot Banner 8 test Database<br />Three different clones of Banner 7.3 were created<br />Each clone was to represent a Module Student/Alumni, HR and Finance<br />Parallel Payroll testing was done for three consecutive months September, October and November<br />Two Campuses volunteered to join-hands in testing the scheduling, registration and Academic History processes<br />Course ID 1183<br />
  94. 94. Banner 8 Upgrade Methodology4. Concentrated testing<br />Raising Concerns<br />Internal  A Share point user interface is created to submit database issues as and when arises which alerts IT team via email. IT team kept the progress logs available on SharePoint until each item was closed out.<br />Course ID 1183<br />
  95. 95. Banner 8 Upgrade Methodology4. Concentrated testing<br />Course ID 1183<br />
  96. 96. Banner 8 Upgrade Methodology4. Concentrated testing<br />Raising Concerns<br />SunGard HE  Functional group raised tickets related to functional fixes and technical group raised tickets related to technical fixes on HTTP://CONNECT.SUNGARDHE.COM<br />50+ SRs were opened related to Banner 8 upgrade<br />Course ID 1183<br />
  97. 97. Banner 8 Upgrade Methodology5. Migration<br />Cloning of Banner production is done for all four modules<br />Final testing concentrating on the issues raised is thoroughly looked upon.<br />Banner 7.3 is closed <br />We went live on December 2nd <br />First University outside USA to go live with Banner 8<br />Course ID 1183<br />
  98. 98. Course ID 1183<br />Thank You!<br />Khalid Tariq<br />Head of HR and Enterprise Systems<br />ktariq@hct.ac.ae<br />Come visit us at www.hct.ac.ea<br />Please complete the online class evaluation form<br />Course ID 1183<br />SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.<br />© 2009 SunGard. All rights reserved.<br />

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