1. Banner XE Pre-Planning Grace La Torra Alex Garcia NMSU ICT Project Management Office

2. Agenda Banner XE Research NMSU Planning Process
Pre-Implementation Projects
Required Banner Upgrades
Database Extension Utility (DBEU)
Banner Workflow
Banner CAS
Next Steps

3. Banner XE Research

4. Banner XE Research Ellucian Conference Resources
Presentations from Ellucian
Talking to other schools
Resources
Ellucian Commons
Banner Road Maps

5. BANNER XE ROADMAPS

9. NMSU PLANNING PROCESS

10. NMSU Planning Process Planning strategy
Picked a module for implementation based on best probability – Banner Student in production by Spring 2015
Work backwards to implementation start date – Project start date June 2014
Research pre-implementation tasks/projects
Formalize pre-implementation projects and work around existing priorities

11. NMSU Planning Process
4 critical pre-implementation projects identified
Required Banner Upgrades - Done
Database Extension Utility (DBEU) – In Progress
Banner CAS Implementation – In Planning
Banner Workflow Upgrade – In Progress

12. PRE-IMPLEMENTATION PROJECTS

13. Required Banner Upgrades
Software
Version
Oracle Database
Finance SS
8.4
JDK
1.6
HR/Payroll
Web Tailor
8.5.1
Position Control
Workflow
8.0.1
Faculty & Advisor SS
8.5.2
Channels
8.3
Financial Aid
8.1
Enterprise Identity Services (BEIS)
8.1.3
Financial Aid SS
General
8.5.1 w/ patches
Flexible Registration
8.5.3
General Web
Student
Accounts Receivable
Student SS
Employee Self Serve (SS)
ODS
8.3 w/ patches
Finance
8.5
CAS 9

14. Database Extension Utility (DBEU)
Adds extra columns to all the Banner tables
Surrogate id
Versions
User id
Data origin
Activity Date
VPDI code
In the process of installing in a test environment
Objectives
Install the utility in preparation for Banner XE
Apply workaround to prevent complete refresh of ODS tables
Identify possible impacts to ODS and existing code

15. Banner CAS Implementation
CAS stands for Common Authentication Service
Required to switch between XE and traditional Banner INB forms
Self-Serve at NMSU already CASsified
Objectives
Enable Banner INB CAS
Possibly move the current CAS server (cloud) to campus – possible load issues?
Integration of Banner INB with campus portal

16. Banner Workflow Currently on version 8.0.5
Better features in the newer version
Objectives
Enable CAS for workflow
Upgrade to version 8.1.x
Integration of Workflow with campus portal

17. NEXT STEPS

18. Next Steps Prepare and acquire NMSU budget Planning Assembling Teams
Hardware, software specifications
Implementation strategy
Training strategy
Assembling Teams
Start regular meetings with ICT Managers
Start regular meetings with clients