Banner Document Management Suite David Cheney SunGard Higher Education

2www.sungardhe.com Introductions Your Speaker: David Cheney  Document Management Consultant for SunGard HE  Based out of Virginia Beach, VA  10+ Years Experience with AppXtender  CDIA+ Certified Team Introductions  Name, Role, How related to Banner/Xtender  “Brush With Greatness”

3www.sungardhe.com Slumbering Celebrity

4www.sungardhe.com Brush with Greatness

5www.sungardhe.com Agenda  Banner Document Management Suite Products - BDMS  System Overview of BDMS  Integration of Banner and AppXtender  BDMS Security  Benefits of BDMS  Questions  Demo of Basic Scanning and Indexing  Demo of BDMS Integration

6www.sungardhe.com Selected Terminology The ability to store and retrieve documents in a centralized facility that is accessible to all. The managing of electronic files, graphics, images, and other data types used in document creation. DOCUMENT MANAGEMENT:

7www.sungardhe.com Selected Terminology INDEX: Data used to identify document images. This may be created manually or through automated process.

8www.sungardhe.com Selected Terminology APPLICATION: A collection of documents, characterized by a common index structure.

9www.sungardhe.com The Banner XtenderSolutions Products SunGard Higher Education Banner Document Management Suite:  Image Capture ( Formerly ScanXtender ) or Quick Scan Pro  Document Manager ( Formerly Application Xtender)  Web Access ( Formerly Webxtender)  DiskXtender

10www.sungardhe.com XtenderSolutions – Core Components Image Capture or Quick Scan Pro  Batch Document Scanning  Image Enhancement  Import digital images

11www.sungardhe.com XtenderSolutions – Core Components Document Manager(formerly ApplicationXtender)  Indexing Documents  Query Existing Docs  Annotation  Print/Fax/  Client/Server App

12www.sungardhe.com XtenderSolutions – Core Components Web Access(formerly WebXtender) Indexing Documents Query Existing Docs Annotation Standard Browser

13www.sungardhe.com XtenderSolutions – Core Components DiskXtender FSM S erves as a file access service Provides Image security through remote procedure call(RPC) Manage image storage Datamanger = DX Extra Security Object Cache Mass Storage

14www.sungardhe.com XtenderSolutions – Admin Components License Server XSAdmin Application Generator

15www.sungardhe.com XtenderSolutions – Optional Components AppXtender Report Manager (AXRM) SSD Anydoc (Automated Indexing) SSD Axiom (Automated DB Record Generation) Full-Text Indexing & OCR ReportXtender

16www.sungardhe.com Systems Overview: Banner Banner SATURN FAISMGR GENERAL ALUMNI FIMSMGR PAYROLL OTGMGR BANIMGR Documentum tables; Repository for metadata Integration Objects; Communication with Banner

17www.sungardhe.com Systems Overview: Banner + AX/SX +Xtender Server BDMS Desktop Client = AX/SX Documents Scanner Banner SATURN FAISMGR GENERAL ALUMNI FIMSMGR PAYROLL OTGMGR BANIMGR Image Storage Xtender Server A.License Server B.Ax Admin C.DiskXtender D.App Gen

18www.sungardhe.com Systems Overview: Banner + AX/SX + Xtender Server + WX Server BDMS Desktop Client = AX/SX Documents Scanner Banner SATURN FAISMGR GENERAL ALUMNI FIMSMGR PAYROLL OTGMGR BANIMGR WX Server A.Web Access B.Render server Image Storage Xtender Server A.License Server B.Ax Admin C.DiskXtender D.Render server E.App Gen IE Browser

19www.sungardhe.com System overview  AppXtender supports the following Scanner drivers:  TWAIN -- commonly distributed for free  ISIS -- faster processing; better acquisition  Kofax -- an industry leader; Virtual ReScan (VRS) Technology  Contex -- wide format; CAD, reprographics  VIDAR -- wide format scanners; medical imaging  BUIC -- Checks; MICR encoded document scanning

20www.sungardhe.com  Screen Integration  Data Integration  Event Integration  Security Integration BDMS Integration Points

21www.sungardhe.com Screen Integration

22www.sungardhe.com Web Access The seamless transition between Banner and the AppXtender Products

23www.sungardhe.com Context Rules  Form: EXABCXT  Table: EXRBCXT  Configure Rules at:  Form Level  Block Level  Item Level

24www.sungardhe.com Data Integration  Documents may be indexed to current Banner data  Changes to Banner data (eg. Name, ID) are available in Real Time

25www.sungardhe.com Event Integration  A response in one system to a data event in the other  DB Triggers: Updates, Inserts, Deletes  Indexing :  Lookup of current Banner Data  Student Admissions Checklist :  Update Checklist in response to receipt,deletion,modification of document  Create new Checklist Requests  Financial Aid Tracking Requirements :  Update Tracking Reqs. in response to receipt, deletion, modification of document  Create new Tracking Requirements

26www.sungardhe.com Banner Requirements Linking  Forms: ERALINK ESALINK  Tables: EXRBLINK EXRSLINK  Define Linking Rules for  Financial Aid Tracking Req.  Student Checklist Requests  Map XS Document Type to Banner Tracking Requirement. value

27www.sungardhe.com Security  Simplified user creation and maintenance.  When using CM security provider, administrators create BDMS users in AppGen with no database side work involved.  Improved overall system performance with AX pre-packaged CM security  BDMS users are no longer required to have a Banner/Oracle account  Embedded support for Banner Finance Fund/Organization Security  Embedded support for Banner Human Resources Security models  Salary, ORGN, ECLS, EMPR (introduced in BDMS 6.1)  Users may be Organized into Groups within XS

28www.sungardhe.com SECURITY INTEGRATION  A common security structure EMCSctHk.dll BDMS DB EOKIMAG EOQRPLS calls.dll BANNER Icon click calls EOQRPLS OK User Access OK Denied User Access Denied Single Sign on to XtenderSolutions Error Message

29www.sungardhe.com Internet Native Banner BDMS Authentication EOQEPLS.pll EOQRPLS.plx Encrypted URL WxCrypto.dll WxSrvUtil.dll INB WebServer Web Access Server WxCrypto.class Banner Form WX ISubmitQuery.aspx

30www.sungardhe.com Document Level Security  Native to EMC/Documentum product  Narrows the scope of available documents by applying an additional criteria to all queries.  Applied to Groups to control access to information at a fine level.  May be configured for any application

31www.sungardhe.com Document Level Security

32www.sungardhe.com OF BDMS BENEFITS

33www.sungardhe.com Benefits to BDMS Remote access to your file

34www.sungardhe.com Benefits of BDMS No more lost Files

35www.sungardhe.com Benefits of BDMS Shared access to files

36www.sungardhe.com Benefits of BDMS Reduction of File cabinets

37www.sungardhe.com Benefits of BDMS Disaster Recovery

38www.sungardhe.com QUESTIONS

39www.sungardhe.com Thank you David Cheney