1. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 1 LEAPing with Luminis Presented by: Bob Coon Luminis Technical Services SunGard Higher Education March 22, 2007 Course ID 1350

2. 2 Course ID 1350 Introduction Managing Identities during LEAP can be a challenge The Luminis Platform Requires a Single, Authoritative Source of User IDs During LEAP a new user may be added to Banner or Plus, or need to be added to both! What are the Challenges? What are the Options?

3. 3 Course ID 1350 Agenda Luminis Platform ID Creation Authoritative Data Source LEAP Issues Approaches SourcedID Issues Luminis Platform III.3+ Banner Middle Tier Luminis Channels for Banner Plus to Banner Cut Over

4. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 4 Luminis Platform ID Creation

5. 5 Course ID 1350 Luminis Platform ID Creation User IDs are created by the ERP and fed to the Luminis Platform Each ERP insures unique User IDs within the ERP Plus ZKFILE Application ID (SSN) ZK Person ID Banner SPRIDEN_ID GOBTPAC_EXTERNAL_USER

6. 6 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1

7. 7 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated)

8. 8 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated)

9. 9 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated) Jonah Smith – jsmith2 Oops!

10. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 10 Authoritative Data Source

11. 11 Course ID 1350 Authoritative Data Source The Luminis Platform expects a single source for new User IDs User IDs must be unique, no matter the source During Leap, new users may need to be added to both Banner and Plus Both systems can not be allowed to add new users to the Luminis Platform without first confirming that the user doesn’t already exist in the other system, and that for new users the User ID is unique across both ERP systems

12. 12 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated) Jonah Smith – jsmith2

13. 13 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Jonah Smith – jsmith3 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated)

14. 14 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Jonah Smith – jsmith3 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated) Joshua Smith – jsmith2 (migrated) Jonah Smith – jsmith3 (migrated)

15. 15 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Jonah Smith – jsmith3 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated) Joshua Smith – jsmith2 (migrated) Jonah Smith – jsmith3 (migrated)

16. 16 Course ID 1350 User ID Example - J. Smith’s Plus John Smith – jsmith Joe Smith – jsmith1 Joshua Smith – jsmith2 Jonah Smith – jsmith3 Banner John Smith – jsmith (migrated) Joe Smith – jsmith1 (migrated) Joshua Smith – jsmith2 (migrated) Jonah Smith – jsmith3 (migrated) Jeremy Smith – jsmith4

17. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 17 LEAP Issues

18. 18 Course ID 1350 LEAP Issues – An Example Begin LEAP: only Plus Early LEAP: Plus and a few Banner Mid-LEAP: both Plus and Banner Late LEAP: Banner and a few Plus After LEAP: only Banner

19. 19 Course ID 1350 Begin LEAP – Only Plus Only Plus is live Only Plus is integrated with the Luminis Platform Only Plus is creating new Luminis Platform accounts

20. 20 Course ID 1350 Early LEAP – Plus and a few Banner Most Administrative functions still in Plus A few Banner components live HR Finance Most new Luminis Platform users still originate in Plus New Employees originating in Banner New Faculty originating in Banner, but also need to be added to Plus for teaching assignments!

21. 21 Course ID 1350 Mid-LEAP – Plus and Banner Plus Student still live Banner Student migration in process Banner Finance and HR live Most important period, as it can be the longest period

22. 22 Course ID 1350 Late LEAP – Banner and a few Plus Most Administrative functions now in Banner A few Plus components still live Alumni Most new Luminis Platform users originate in Banner Very few new Luminis Platform users originating in Plus

23. 23 Course ID 1350 Late LEAP – Banner and a few Plus Most Administrative functions now in Banner A few Plus components still live Alumni Most new Luminis Platform users originate in Banner Very few new Luminis Platform users originating in Plus Probable change in Authoritative Data Source!

24. 24 Course ID 1350 After LEAP – only Banner Only Banner is live Only Banner is integrated with the Luminis Platform Only Banner is creating new Luminis Platform accounts

25. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 25 Approaches

26. 26 Course ID 1350 Approaches ONE Administrative System must be identified as the definitive, authoritative source of new User IDs The Authoritative Data Source may change as the LEAP progresses Options Plus as Authoritative Data Source Banner as Authoritative Data Source

27. 27 Course ID 1350 Plus as Authoritative Data Source Integration from Plus to the Luminis Platform Disable Self-Service Change Pin feature in Banner Disable the Luminis Platform events in Banner As Banner components come live updates to the corresponding Plus components cease As new users are added to Banner, they must also be loaded into the Plus ZKFILE and then fed to the Luminis Platform. Once loaded into the ZKFILE, the ZK Person ID for the new users is loaded back into Banner

28. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 28 Screen ZEK

29. 29 Course ID 1350 Screen ZEK Issue ZEK Key File Administration - Sorted By Application ID Screen: ___ Sort: _ Select: ______________________________ Chg? App ID Person ID (sort=1) _ 000000001 jweixlma Auth: 39 Trxn: 39 faculty Ena: Y Trm: N PIN: N Att: 0 Last Trxn: 01-30-2006 19:31:58 _ 000000005 bmiller Auth: 134 Trxn: 134 student Ena: Y Trm: N PIN: N Att: 0 Last Trxn: 01-31-2006 14:54:45 _ 000000006 jnamdell Auth: 0 Trxn: 0 student Ena: Y Trm: N PIN: N Att: 0 Last Trxn: 00-00-0000 00:00:00 _ 000000008 jnixanna Auth: 0 Trxn: 0 student Ena: Y Trm: N PIN: N Att: 0 Last Trxn: 00-00-0000 00:00:00 _ 000000011 ebaley Auth: 0 Trxn: 0 student Ena: Y Trm: N PIN: N Att: 0 Last Trxn: 00-00-0000 00:00:00 _ 000000099 nlong Auth: 0 Trxn: 0 stu-fac Ena: Y Trm: N PIN: N Att: 0 Last Trxn: 00-00-0000 00:00:00 Add new ID or role? _ ID: _________

30. 30 Course ID 1350 Screen ZEK Issue Only Displays Accounts With Appropriate Roles SIS ZEK – Student and/or Faculty HRS ZEK – Employee ADS ZEK – Alumni ZZEQM1 Contains the Role Limiting Code

31. 31 Course ID 1350 Screen ZEK Issue – ZZEQM1 5200-CALC-ROLE-INFO SECTION. 5200-000...... IF Z-SYS-NUMBERX = "003" **CC Begin - Enable Employee Role Display in SIS OR Z-SYS-NUMBERX = "001" **CC End - Enable Employee Role Display in SIS IF ZK-ROLE-ENABLED (Z-ZK-ROLE-EMPLOYEE) = "Y" MOVE "employee" TO ROLE-LITERAL MOVE Z-ZK-ROLE-EMPLOYEE TO ROLE-INDEX END-IF END-IF.

32. 32 Course ID 1350 Banner as Authoritative Data Source Integration from Banner to the Luminis Platform Disable Self-Service Change Pin feature in Plus Disable the Luminis Platform events in Plus As Banner components come live updates to the corresponding Plus components cease As new users are added to Banner, they must also be loaded into the Plus ZKFILE as appropriate

33. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 33 SourcedID Issues

34. 34 Course ID 1350 SourcedID Issues SourcedID.source SourcedID.ID Different in Plus and Banner Used by WebCT!

35. 35 Course ID 1350 SourcedID Fields – Plus SunGard University SCT Plus P0FKHA720HRA4HUK

36. 36 Course ID 1350 SourcedID Fields – Banner SunGard University SCT Banner 4430

37. 37 Course ID 1350 SourcedID Fields – Luminis To update an existing Luminis Platform account, the SourcedID values in the update must match the SourcedID values in the Luminis Platform for the account Migrate the SourcedID values? Field sizes/definitions aren’t the same SourcedID.source Institution Name + “SCT Banner” or “SCT Plus”

38. 38 Course ID 1350 SourcedID Fields – Solution Customer Support Center – CMS-13307 & RN-1005 Run remIMSSource.sh script Removes SourcedID Values from the Luminis Platform Import Banner XML extract (icgorldi output) cptool import ims -u Luminis Platform, System Administration Guide, (Version E May 31, 2005) USING CPTOOL IMPORT IMS, Page 4.14 -u parameter Support Center – RN-1118

39. 39 Course ID 1350 SourcedID Fields – Solution Customer Support Center – CMS-13307 & RN-1005 Run remIMSSource.sh script Removes SourcedID Values from the Luminis Platform Import Banner XML extract (icgorldi output) cptool import ims -u Luminis Platform, System Administration Guide, (Version E May 31, 2005) USING CPTOOL IMPORT IMS, Page 4.14 -u parameter Support Center – RN-1118 WebCT!

40. 40 Course ID 1350 SourcedID Fields – Other Issues My Courses link loaded by SourcedID.ID Instructor Teaching Assignments Student Course Enrollments Process All Course Events Before Switching Integration LDITERM LDISECTION LDIASSIGN LDIENROLL

41. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 41 Luminis Platform III.3+

42. 42 Course ID 1350 Luminis Platform III.3+ Additional Single Sign On (SSO) Capabilities Allows for SSO to Self-Service in both Plus and Banner One SSO for each Self-Service Component Alumni Employee Faculty Finance (Banner only) Student

43. 43 Course ID 1350 Luminis Platform III.3+ – Caveat Either Plus or Banner for each Role Not both at the same time (in sct_body.thtml) Solution Plus SSO via Academic Services Banner SSO via Link or Channel “Fall 200x Pre-Registration” link Allows for Plus SSO for Current Terms Allows for Banner SSO for Pre-Registration LEAP GCF Service 12 hours: install and configure LEAP GCF on two Luminis Servers – Test and Prod

44. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 44 Banner Middle Tier Luminis Channels for Banner

45. 45 Course ID 1350 Banner Middle Tier Single Sign On to INB Single Sign On to SSB (via channels) Luminis Channels for Banner Banner Middle Tier Implementation Service Requires LEAP GCF Service SSN as Alternate SPRIDEN_ID One Unique Setting in Middle Tier Configuration

46. A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 46 Plus to Banner Cut Over

47. 47 Course ID 1350 Plus to Banner Cut Over Change to Authoritative Data Source!!! Luminis Platform Configuration Changes Change Default SSO to SSB No SSO to Plus Remove “Pre-Registration Link/Channel” for SSB Remove LEAP GCF

48. 48 Course ID 1350 Plus to Banner Cut Over – Luminis Changes Remove LMG (Plus version) Install new LMG Version appropriate to Banner INTCOMP version Configure for Banner Reconfigure SCT IC Components SCT IC Authenticator for SSO to SSB Replace sct_body.thtml with Banner version SCT IC Event Dispatcher Smart and Notify Events Run remIMSSource.sh Script Removes Plus SourcedID values Import Banner XML (icgorldi) Loads Banner SourcedID Values Updates Stored Credentials for SSO to SSB

49. 49 Course ID 1350 Plus to Banner Cut Over – Banner Changes Reset/Restore Unique Banner Middle Tier Setting Regenerate.car files Redeploy.car files to Luminis Server

50. 50 Course ID 1350 Summary You must choose an initial Authoritative Data Source! The Authoritative Data Source will change during LEAP At LEAP end There Are Luminis Cut Over Tasks Greatest Challenge: Managing new Luminis Platform User IDs during the period when new users are originating in both Banner and Plus

51. 51 Course ID 1350 Questions & Answers

52. 52 Course ID 1350 Thank You! Bob Coon Luminis Technical Services SunGard Higher Education bob.coon@sungardhe.com Please complete the online class evaluation form Course ID 1350 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.