A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 1 Implement and Deploy Banner 7 Channels Presented by: Zachary Tirrell), Plymouth State University March 21, 2007 Course ID 449

2 Introduction Purpose: Overview of Banner channels and their implementation at PSU Benefits of the session Determine key stakeholders Become aware of challenges Get an idea of the process Avoid problems we encountered

3 Course ID 449 Topics of Discussion Overview of Plymouth State University History of PSU portal and integration environment Key people to involve and educate (the stakeholders) Review available channels Challenges encountered (majority of presentation)

4 Course ID 449 Plymouth State University Overview Small town Plymouth in northern New Hampshire 4000 FTE undergraduates, 500 FTE graduates Small class sizes Growing distance education program High demand for web delivered services Expectation to serve all constituents Tight knit, collaborative community

5 Course ID 449 History of PSU portal and integration POISE (198*) SILAS (199*) MySilas (1999) Banner Implementation ( ) Campus Pipeline (2002) Self Service Banner SSO (2003) Luminis III.2 and LDI for eLearning (July 2004) Luminis III.3.x (Summer 2005) Banner 7.x with channels and INB SSO (Fall 2005) Currently Running: Luminis III.3.3 (Build 64) Preparing to Launch Luminis IV at the end of May

6 Course ID 449 Key people to involve and educate Banner Tech People Oracle Application Server Administrator Banner Application Administrator STUDARD and the Super-8 Registrar Financial Aid Bursar Undergraduate Studies Graduate Studies Alumni/Development Admissions Residential Life Portal Content Committee Portal administrator

A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 7 And now on to more interesting stuff… Cow Tongue

8 Course ID 449 Where Do We Start? First get INB and SSB SSO working Consolidated 11 steps: RN-1319 Configuration exists in: Banner Oracle Application Server SSB INB INB Settings Web Tailor settings Oracle Wallet Luminis LDAP cptool Configman Detailed configuration is available in the Banner Middle Tier Implementation Guide (midtier70401im.pdf in the Software Downloads section of the Customer Support Center)

9 Course ID 449 Setting up the channels Consolidated 4 (10) steps: RN-1320 Banner Security Banner Upgrade (lcb70000u) Oracle Application Server On the Luminis side, just drop in the CAR files Detailed configuration is available in the Banner Middle Tier Implementation Guide (midtier70401im.pdf in the Software Downloads section of the Customer Support Center)

10 Course ID 449 When Things Go Wrong… Choose your own adventure debugging! FAQ #1-BHQ5I The 3 distinct stages of troubleshooting are as follows: Verifying that the base SSO via the direct login URL works FAQ #1-6BN #14002 and FAQ #1-6BN #13952 Verfiying that the base SSO through Luminis works FAQ #1-8C2MT Verifying that SSO via the Banner 7.x Channels works FAQ #1-59LM7 or FAQ #1-6BN #13904 Talk to Support

11 Course ID 449 Problems We Encountered “Early” documentation No consolidated lists No single consistent example throughout Firewalls Moving from test to production Multiple portal restarts Our SSB customizations

12 Course ID 449 There are 30+ of them! How do you determine which to use, and how to deploy? Academic Profile Academic Services Advancement Campaign Progress Advancement Prospects Advancement Research Advancement Schedule Advisor Dashboard Approval Alerts Banner Self-Service Plus Career Network Faculty Dashboard Faculty Grade Assignment Faculty Registration Tools Faculty Schedule Financial Aid Awards Financial Aid Requirements Keep In Touch My Account My Banner My Reports My Statement Personal Information Registration Tools Student Grades Student Work Study Time Approval Time Reporting Employee Review Employment Details Finance Alerts Grants Financial Advisor Personnel Action Notices Req's and PO's

13 Course ID 449 First Channels Deployed “Graduate Student” role Registration Tools Student Grades

14 Course ID 449 Advantages of Governance Bodies Portal Content Committee Made decisions on placement STUDARD Decided what they wanted Decided when they wanted it

15 Course ID 449 Drawbacks… Integration means you’re integrated… More need to communicate with your colleagues Blurred lines of service More complicated things to fix New “stuff” to support Must have a testing environment

16 Course ID 449 Find User Evangelists Contact key people in key offices Get them as testers Let them evangelize the channels End-user driven means quicker adoption

17 Course ID 449 Things we learned… Consolidated documentation was MUCH BETTER UDC has helped to ease finding the right support for integrated services Roll out channels slowly You cannot do this without a testing environment Stakeholder buy-in is key to success The road was bumpy, but worth traveling

18 Course ID 449 What Does the Future Hold? Luminis IV in production More banner channels? Ajax enabled channels? Drag and Drop? Other thoughts and ideas?

19 Course ID 449 Zachary Tirrell Please complete the online class evaluation form Course ID 449 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. © 2007 SunGard. All rights reserved. Thank You, Questions & Answers