The Big Bang - Upgrading to Banner 8.1


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Presentation to be delivered at Sungard Summit 2010 in San Francisco, CA April 11 - 14.

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The Big Bang - Upgrading to Banner 8.1

  1. 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
  2. 2. Session Rules of Etiquette <ul><li>Please turn off your cell phone/pager </li></ul><ul><li>If you must leave the session early, please do so as discreetly as possible </li></ul><ul><li>Please avoid side conversation during the session </li></ul>Thank you for your cooperation! Session ID 0042
  3. 3. Introduction <ul><li>Purpose: To review Emporia State University’s Banner 8.1 upgrade project focusing on the following core elements: </li></ul><ul><ul><li>Project Planning and Management </li></ul></ul><ul><ul><li>Scope and Resource Requirements </li></ul></ul><ul><ul><li>Business Process Analysis and System Testing </li></ul></ul><ul><ul><li>Lessons Learned </li></ul></ul><ul><li>Benefits: </li></ul><ul><ul><li>Obtain information and materials on planning and managing a Banner major release upgrade. </li></ul></ul><ul><ul><li>Learn from our successes and mistakes. </li></ul></ul>Session ID 0042
  4. 4. Agenda <ul><li>ESU’s Banner Environment </li></ul><ul><li>Enterprise Systems Team Structure </li></ul><ul><li>Banner 8.1 Upgrade Project Planning and Management </li></ul><ul><ul><li>Scope, Resources, Schedule </li></ul></ul><ul><li>Business Process Analysis and System Testing </li></ul><ul><li>Issues Encountered </li></ul><ul><li>Lessons Learned </li></ul><ul><li>Presentation Supplements </li></ul>Session ID 0042
  5. 5. ESU’s Banner Environment UDC Vision Realized at ESU
  6. 6. ESU’s Banner Environment <ul><li>Core Systems </li></ul><ul><ul><li>Luminis Portal (Buzz In) </li></ul></ul><ul><ul><ul><li>Banner Channels, SSB Integration, Single-Sign-On </li></ul></ul></ul><ul><ul><li>Banner Advancement </li></ul></ul><ul><ul><li>Banner Finance </li></ul></ul><ul><ul><li>Banner Financial Aid </li></ul></ul><ul><ul><li>Banner Student </li></ul></ul><ul><ul><ul><li>*Enrollment Management to be launched July 6, 2010. </li></ul></ul></ul><ul><ul><li>Operational Data Store/Enterprise Data Warehouse </li></ul></ul><ul><ul><li>Cognos 8 BI </li></ul></ul><ul><ul><li>RMS Housing </li></ul></ul>Session ID 0042
  7. 7. Supporting Software <ul><li>Evisions Form Fusion and Intellecheck </li></ul><ul><li>E~Print </li></ul><ul><li>Touchnet Payment Gateway </li></ul><ul><li>UC4 (Appworx) </li></ul><ul><li>Runner Technologies Clean Address </li></ul><ul><li>Platforms </li></ul><ul><ul><li>Hardware – Sun v490 Based Architecture w/ StorageTek SAN </li></ul></ul><ul><ul><li>Primary OS - Sun Solaris 10 </li></ul></ul><ul><ul><li>Oracle 9i </li></ul></ul>Session ID 0042
  8. 8. Session ID 0042
  9. 9. Enterprise Systems Team Structure
  10. 10. Enterprise Systems Team <ul><li>Enterprise Infrastructure </li></ul><ul><ul><li>Oracle DBA/Team Lead (1 FTE) </li></ul></ul><ul><ul><li>Banner Application Administrator/DBA (1 FTE) </li></ul></ul><ul><ul><li>Luminis System Administrator (1 FTE) </li></ul></ul><ul><ul><li>Web Tailor/SSB Administrator/Developer (1 FTE) </li></ul></ul><ul><ul><li>Systems Integrator/EM Specialist (1 FTE) </li></ul></ul><ul><ul><li>Banner Security Administrator/UC4 Administrator (1 FTE) </li></ul></ul><ul><ul><li>ODS/EDW/Cognos Administrator (1 FTE) </li></ul></ul><ul><ul><li>Systems Administrator/Sun Hardware Support (1 FTE) </li></ul></ul>Session ID 0042
  11. 11. Enterprise Systems Team (cont.) <ul><li>Banner Student, Financial Aid Technical Team </li></ul><ul><ul><li>Application Development Supervisor (1 FTE) </li></ul></ul><ul><ul><li>Primary Student Application Support (1 FTE) </li></ul></ul><ul><ul><li>Primary Financial Aid Support (1 FTE) </li></ul></ul><ul><li>Banner Finance, HR, Payroll, Advancement Technical Team </li></ul><ul><ul><li>Application Development Supervisor (1 FTE) </li></ul></ul><ul><ul><li>Primary HR/Payroll/Finance Support (1 FTE) </li></ul></ul><ul><ul><li>Primary Advancement Support (1 FTE) </li></ul></ul>Session ID 0042
  12. 12. Banner 8.1 Project Management Scope, Resources, Schedule
  13. 13. Project Management <ul><li>Project Management Methodology </li></ul><ul><ul><li>Kansas Information Technology Office (KITO) Project Management Methodology. </li></ul></ul><ul><ul><li>Publicly available at </li></ul></ul><ul><li>Project Planning </li></ul><ul><ul><li>Project was chartered and planned collaboratively with administration, system owners and central IT staff. </li></ul></ul><ul><ul><li>Schedule and budget developed by central IT and vetted through administration and system owners. </li></ul></ul><ul><li>Project Execution </li></ul><ul><ul><li>Central IT resource (Associate CIO) managed, monitored and controlled the execution phase of the project. </li></ul></ul><ul><ul><li>Bi-Weekly status update meetings held with system owners to verify functional testing progress. </li></ul></ul>Session ID 0042
  14. 14. Project Scope (In Scope) <ul><li>Evaluate, procure, install and configure new server and storage hardware to support the Banner 8 environment. </li></ul><ul><li>Upgrade to Oracle 10g (UTF8). </li></ul><ul><li>Upgrade all Banner systems (INB and SSB) to latest releases (8.1x). </li></ul><ul><li>Upgrade ODS and EDW to latest release (8). </li></ul><ul><li>Upgrade to Luminis 4.2. </li></ul><ul><li>Upgrade Cognos 8 BI to version 8.3 SP2. </li></ul><ul><li>Upgrade UC4 to latest release. </li></ul>Session ID 0042
  15. 15. Project Timeline Session ID 0042
  16. 16. Project Schedule <ul><li>8 Months of Bliss! </li></ul><ul><ul><li>September 2008 – October 2008 </li></ul></ul><ul><ul><ul><li>Development of Functional and Technical Test Plans </li></ul></ul></ul><ul><ul><ul><ul><li>Student, Financial Aid, Finance, HR/Payroll, Advancement Banner Systems </li></ul></ul></ul></ul><ul><ul><li>September 2008 – November 2008 </li></ul></ul><ul><ul><ul><li>Hardware Installation and Configuration </li></ul></ul></ul><ul><ul><ul><ul><li>Sun T25220 and Sunfire x4500 servers, StorageTek SAN Environment and Tape Library. </li></ul></ul></ul></ul>Session ID 0042
  17. 17. Project Schedule (cont.) <ul><ul><li>September 2008 – March 2009 </li></ul></ul><ul><ul><ul><li>Installation of Banner Test and Production Environments </li></ul></ul></ul><ul><ul><ul><ul><li>Netbackup </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Oracle Database and Application Servers </li></ul></ul></ul></ul><ul><ul><ul><ul><li>ODS and EDW </li></ul></ul></ul></ul><ul><ul><ul><ul><li>INB and SSB </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Luminis IV </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Cognos 8 BI </li></ul></ul></ul></ul><ul><ul><ul><ul><li>ePrint </li></ul></ul></ul></ul><ul><ul><ul><ul><li>UC4 </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Evisions Form Fusion and Intellecheck </li></ul></ul></ul></ul><ul><ul><ul><li>System Integration Testing Readiness </li></ul></ul></ul>Session ID 0042
  18. 18. Project Schedule (cont.) <ul><ul><li>January 2009 – March 2009 </li></ul></ul><ul><ul><ul><li>System and Integration Testing (All Systems) </li></ul></ul></ul><ul><ul><ul><li>Execution of Defined Test Plans </li></ul></ul></ul><ul><ul><li>March 2009 – Early April 2009 </li></ul></ul><ul><ul><ul><li>End User Training Development and Delivery (All Systems) </li></ul></ul></ul><ul><ul><li>April 24, 2009 – April 26, 2009 GO LIVE!!! </li></ul></ul><ul><ul><ul><li>Complete Final Data Migration </li></ul></ul></ul><ul><ul><ul><li>Complete Final Production Testing </li></ul></ul></ul><ul><ul><ul><li>Cutover to Production </li></ul></ul></ul>Session ID 0042
  19. 19. Business Process Analysis – Student
  20. 20. Business Process Analysis <ul><li>Significant business process changes in Registration, Undergraduate Admissions, Graduate Admissions and International Admissions occurred as a result of our initial Banner implementation. </li></ul><ul><ul><li>Changes were never documented! </li></ul></ul><ul><ul><li>Impacted test plan development for the Student system. </li></ul></ul><ul><li>Decided to conduct Business Process Analysis work sessions to document business process changes to ensure test plan alignment. </li></ul><ul><li>Output: Business Process Diagrams, Formal Test Plan and Checklists </li></ul>Session ID 0042
  21. 21. Output: Business Process Diagram Session ID 0042
  22. 22. Output: Testing Checklist Session ID 0042
  23. 23. Test Plans
  24. 24. Test Plan Development <ul><li>Conducted test plan development work sessions with functional and technical support staff. </li></ul><ul><ul><li>Lead by technical support staff </li></ul></ul><ul><li>Used test plans developed during our initial Banner implementation as a starting point. </li></ul><ul><li>Finalized plans were vetted with system owners and documented as ready for execution. </li></ul><ul><li>Student System – Business Process Analysis, testing checklists and formal test plan. </li></ul>Session ID 0042
  25. 25. Issues Encountered
  26. 26. Issues Encountered <ul><li>Luminis Middle Tier – ID/PIN/LDAP synchronization. </li></ul><ul><li>LDI role assignment for targeted content delivery. </li></ul><ul><li>ODS changes in fields and data types caused significant issues with existing reports. </li></ul><ul><li>Form changes and additions – testing and training. </li></ul><ul><li>Lack of thorough understanding of business process supported by the student system caused difficulties in test plan development. </li></ul><ul><li>Touchnet Payment Gateway configuration. </li></ul><ul><li>Active Directory printing. </li></ul><ul><li>Pro-C Compiler support change </li></ul>Session ID 0042
  27. 27. Lessons Learned
  28. 28. Lessons Learned <ul><li>Functional and technical team collaboration is necessary for a successful upgrade. </li></ul><ul><ul><li>Project planning, scheduling, test plan development and issue resolution. </li></ul></ul><ul><li>Remain open and honest about issues and attach each issue in a pragmatic and deliberate manner. </li></ul><ul><li>Plan for the worst, hope for the best. </li></ul><ul><li>Be open to change in schedule if necessary for project success. </li></ul>Session ID 0042
  29. 29. Presentation Supplements
  30. 30. Presentation Supplements <ul><li>Project Documents </li></ul><ul><ul><li>Banner 8.1 Project Work Breakdown Structure </li></ul></ul><ul><ul><li>Banner 8.1 Go Live Check List </li></ul></ul><ul><ul><li>Banner 8.1 INB Form Observations </li></ul></ul><ul><li>Test Plans </li></ul><ul><ul><li>Test Plans and Testing Check Lists </li></ul></ul>Session ID 0042
  31. 31. Questions and Answers
  32. 32. Thank You! <ul><li>TJ Rains, PMP </li></ul><ul><li>Associate CIO, Enterprise Systems </li></ul><ul><li>Emporia State University </li></ul><ul><li>[email_address] </li></ul><ul><li>Please complete the online class evaluation form </li></ul><ul><li>Session ID 0042 </li></ul>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