1. | www.sungardhe.com Banner XtenderSolutions David Cheney SunGard Higher Education

2. | www.sungardhe.com Introductions David Cheney Document Management Consultant for SunGard HE Based out of Virginia Beach, Virginia 7+ years of experience as a trainer, administrator, and user of Banner & Xtender Solutions CDIA+ certified How well do you know each other? Name, Role, How related to Banner/Xtender “Brush with greatness”

3. | www.sungardhe.com Slumbering Celebrity

4. | www.sungardhe.com Brush with Greatness

5. | www.sungardhe.com Agenda - Today Key Concepts Xtender Solutions Systems Overview Basic End User & Scanning Training Batch Scanning & Indexing Document Manipulation & Retrieval, Queries, Annotations Import & Export Deleting Docs, Modifying Indexes, Versioning

6. | www.sungardhe.com Agenda - Wednesday Continuation of Basic End User Training Exercises to build skill and comfort level BXS Integration Training New Banner Screens & how to use them Building Checklist Requirements Building and or Changing Context Rules More Exercises

7. | www.sungardhe.com Agenda – Wednesday Afternoon Advanced End User and Administrator Training (Application Generator) Security (user, group & document level) Building New Applications, Modifying Existing Applications Data Import Any Follow-up training from previous sessions

8. | www.sungardhe.com Agenda – Thursday System Configuration Security (user, group & document level) Building New Applications, Modifying Existing Applications Data Import Any Follow-up training from previous sessions

9. | www.sungardhe.com Selected Terminology Index – set of database records, associated with documents, that can be searched by users for the purposes of document retrieval Imaging – digitally scanning paper, microfilm, or microfiche, and indexing the digital images for retrieval Document Management – capture, indexing, storing, monitoring, and retrieval of any kind of electronic file, including images Application – the XtenderSolutions term for a document collection, characterized by a common index structure and users

10. | www.sungardhe.com Components of Document Management /Imaging 1. Scanning Hardware & Importing Software to bring Documents into the System 2. Tools for Archiving and Storing Documents 3. Indexing Systems to Organize Documents 4. Retrieval Tools to find Documents 5. Access Control to provide Documents to Authorized people

11. | www.sungardhe.com SunGard HE BANNER XtenderSolutions 1. Collect information 2. Manage information 3. Deliver information

12. | www.sungardhe.com Document Management Solution Overview ApplicationXtender ScanXtender WebXtender

13. | www.sungardhe.com ApplicationXtender Indexing Organization Storage Retrieval Cost effective and fast access to a central pool of information

14. | www.sungardhe.com ApplicationXtender Features Easy application generation Seamless Integration with Business Applications Comprehensive Electronic File Management Flexible Security Support for any type of content Full integration with Storage

15. | www.sungardhe.com With ApplicationXtender you can Deliver the right information to your different users when, where and how they need it Improve collaboration between different users or departments Improve productivity by eliminating time wasted searching paper files or sifting through unrelated information Reduce cost by minimizing printing and duplication of documents, and by reducing the amount of physical storage required

16. | www.sungardhe.com ScanXtender Scan View Store Effective scanning module integrated with ApplicationXtender

17. | www.sungardhe.com ScanXtender Features Batch Scanning Image Enhancement Move Online Printing and faxing

18. | www.sungardhe.com WebXtender Retrieve, view and manage your documents using standard browsers Enable e-business applications by giving them access to content via the web Efficient and inexpensive content delivery – both inside and outside organization

19. | www.sungardhe.com WebXtender Features Internet/Intranet Access to Content Leverages Web Infrastructure Standards Comprehensive Content Display and Processing Robust and Flexible Security Fully Integrated with Content and Storage

20. | www.sungardhe.com With WebXtender you can Provide global access to information, whenever and whatever it is needed Securely share information with employees, customers, suppliers and partners Reduce costs associated with paper distribution, including printing, copying and shipping

21. | www.sungardhe.com Banner XtenderSolutions: What it can do for you Allow management of millions of files Allow for retrieval of documents within seconds Allow information to be shared while maintaining confidentiality Conform to your working practices, rather than change them Easy to use and manage

22. | www.sungardhe.com Easy Information Access Secures, distributes, and manages any kind of electronic document Document images from paper or microfilm Word-processed docs and spreadsheets Multimedia Email attachments Faxes Reports and computer output Viewing of many file types without requiring native desktop application

23. | www.sungardhe.com Banner XtenderSolutions Integration Highlights Single point of information access Integration with other OTG solutions and third-party products Integration with SunGard HE Banner solutions Easily extensible to new institutional applications Flexible integration model

24. | www.sungardhe.com Banner XtenderSolutions - Banner Data Integration Shared information repository Indexing data look-up and validation Reduces operator querying time and indexing error Maintains all active and inactive record information in one database

25. | www.sungardhe.com Banner XtenderSolutions Screen and Event Integration Single user login with extensible and comprehensive security Launching all types of documents from Banner screens Automatic updating of Banner tracking and requirements lists Launching of Workflow processes and events

26. | www.sungardhe.com Banner Integration Screen - Retrieves documents based on Banner context Security - Uses Banner for login authentication and supports Banner Finance Fund/Org Security Data – Checks and prompts with Banner data for indexing and validation Event - Automatically updates Banner checklists and triggers Workflow events

27. | www.sungardhe.com Screen Integration Banner toolbar button calls BXS library Data and context points are established Context rule is invoked if present Query is formulated based on rule and associated parameters ApplicationXtender or WebXtender is invoked Results are displayed Banner Integration

28. | www.sungardhe.com Banner Integration Security Integration Banner toolbar button calls BXS library Login information is passed to ApplicationXtender and WebXtender Database connection is made via user login or stored credentials Password-protected role is invoked Fund/Org security checked for Finance docs

29. | www.sungardhe.com Banner Integration Data Integration Key data elements are synchronized between Banner tables and BXS tables BXS tables are highly indexed for retrieval speed Initial data load performed during system install Later data updates performed by db triggers Users get hot-key, pick-list, pop-up dialog, and auto-fill indexing assistance

30. | www.sungardhe.com Banner Integration Event Integration Indexing of documents to selected applications can trigger updates of Student Admissions checklists or Financial Aid tracking requirements This functionality can be enabled / disabled by document type, term code or aid year range, module, or system-wide Financial Aid tracking codes can be institutionally defined and vary between document types

31. | www.sungardhe.com Easy Document Access User performs activity on particular Banner form Based upon appropriate security rights, the user can view electronic objects like images, spreadsheets, word documents, etc.

32. | www.sungardhe.com 15 Minute Break When we come back: Live look at ScanXtender Hands on Scanning Live look at ApplicationXtender & WebXtender Hands on Indexing