Banner is the enterprise resource planning (ERP) system that UA uses for Human Resource, Financial Aid, Student and Finance processes. UA is currently on version 8. The upgrade to 9x modernizes Banner, delivering a new user interface (UI) and updates the technology used to develop administrative forms and self service tools.
By the end of December2018, the vendor for Banner is no longer making improvements to Banner version 8. UA has a limited amount of time to transition to Banner 9x before support and regulatory improvements are no longer offered from the vendor. 9x also reduces the need for major upgrades.
The UI for Banner 9x is web based meaning access to Banner will be device agnostic. Banner 9x is accessible from any workstation, tablet or smartphone. Chrome is now the preferred web browser and no longer needs a Java plug-in. Banner 9 also has an updated look and feel, providing easier, more intuitive searches.
9x pages function as they do in Banner 8. However, power users of Banner will need to learn new keyboard shortcuts and there will be a learning curve due to the new UI.
By the end of 2017, FinAid pages will be processed using Banner 9x. The user interface will change with regard to page design, but the pages themselves will function as they did before, will all “must have customizations” in place as they were in Banner version 8.
FinAid staff will first identify all custom and baseline forms used in daily business operations. Custom forms will be transformed by the vendor into 9x pages. FinAid staff will then need to test and/or validate baseline Banner pages, depending on usage. Custom Banner pages will need to be tested.
Additional activities around PopSelect, Job Submission, Workflow, Quickflow and security considerations may be required.
There will be no changes to Banner 8 data, RPTP, or TOAD because the underlying database for Banner 8 and Banner 9x are the same. This means all processes integrated with Banner also remain functional.
Will Banner 8 co-exist with Banner 9 during the transition?
Yes, the upgrade is broken into modules rolled out individually. This may be a point of frustration for some, as there will be a period where some areas are running older technology, while other areas are using newer technology. In time, all will be upgraded.
Are all Banner forms being replaced?
No, some will be completely new and offer different functionality. Others will be simply rolled into the new technology.
Are new skills required?
Yes, OIT-EAS will need to become familiar with new technologies and functional staff may need to be trained on new processing.
Will this require a restructure of Banner security?
At this point, we do not believe Banner 9x will require a complete Banner security restructure, but the upgrade may introduce unknown complexities requiring a change to security setup.
EAS is troubleshooting issues deploying local FinAid pages to their Banner testing environment known as LRGP. This task is behind scehdule but currently not impacting other dependent tasks.
UAA is close to finishing their test plans for 254 baseline FinAid pages once UAF and UAS provide remaining input. Remaining input includes creating campus specific test cases for pages used by only UAS or UAF.
UAF began development of a test plan for 25 baseline Student and Finance pages. The team needs to review the list to discuss rankings before they are able to move forward.
A project website was created to report on progress.
A project task board was created to assist the project team track upcoming tasks.
UAF needs to develop test plans for the four local FinAid pages and 3 local general pages.
The team needs to conduct testing for the 254 baseline FinAid pages and the 25 baseline Student & Finance pages by 8/14/17.
Risks / Issues / Concerns:
Concern- The first two tasks of the project are behind scehdule. As long as the team is able to begin testing the 254 baseline FinAid pages and the 25 baseline Student & Finance pages by 8/14/17, no impact to dependent activities will occur.
The Financial Aid team is on week two of testing baseline pages and minimal issues have been identified, to date.
Testing of baseline pages runs through 9/22/17. In the meantime, should the number of issues identified increase, the team is to make their Financial Aid Lead Programmer aware of the issues to gain an understanding of the cause and associated next steps.
EAS continues to experience difficulty deploying the four custom Financial Aid pages provided by Ellucian. A ticket is currently open with the Ellucian Action Line to troubleshoot issues using Ellucian Solution Manager to deploy the pages. If deployment issues are not solved, a separate technical meeting will need to occur. UA may also need to pay Ellucian to repackage or reconvert the four pages.
The FinAid project team is currently on week four of testing baseline pages. Minimal issues have been identified to date.
UAF completed a test plan for the four custom FinAid pages.
UAF and UAA confirmed that they use PopSelect on a daily basis, however, the Project Manager is waiting to hear back from UAS to determine whether or not they need to be involved in this testing. The top ten PopSelects will be identified at each campus by the end of October.
Next week the FinAid project team will review baseline testing results in more detail to ensure results are consistent for each campus. This schedule allows the team additional time to complete testing and uncover potential issues. Next steps include delegating what tickets need to be submitted by each campus.
UAA is conducting research on their use of Workflows to determine their approach for testing.
UAF is developing a test plan for three custom Banner General pages and intends to have this complete by 9/26/17 so the team has time to review it prior to the start of testing.
Concern- Job Submission is required to test PopSelect. Migrating modifications to Job Submission into LRGP is behind schedule and EAS is currently unable to provide a date for completion. Testing PopSelect is unable to be scheduled for the FinAid project until issues around Job Submission are resolved and a date is provided to determine the impact to the FinAid project scehdule.
The FinAid team is working well together and is almost complete with discussing the errors identified during their baseline testing.
Workflows are now considered out of scope for the FinAid project.
EAS migrated modifications for Job Submission to LRGP successfully. Therefore, PopSelect testing is able to be scheduled at a time that works best for the FinAid team. PopSelect was not originally included in the scope of the FinAid project.
UAF finished the development of test plans for custom General and FinAid pages.
Baseline testing should be complete next week, at which time the team will submit tickets to Ellucian for errors identified during testing.
Quickflow analysis for the FinAid team will occur in the next two weeks. Quickflow testing will need to be incorporated into the overall project schedule as this was not cited as being in scope when the project was originally planned.
Three of the four custom FinAid pages that Ellucian previously provided UA, at no charge, are in the wrong version number, therefore, unable to be deployed. UA spent a great deal of time troubleshooting this issue with Ellucian, but the version number issue is unable to be circumvented. UA will need to pay Ellucian to re-transform these pages and is waiting for Ellucian to provide a date for delivery. Testing these FinAid pages may end up behind schedule.
Due to the unplanned, extended outage in LRGP, the FinAid project team was unable to use last week's meeting as a forum for discussing and working through identified errors with baseline pages. The goal is to wrap up testing of all baseline pages at next week's project team meeting.
Popselect testing needs to be scheduled with the project team.
Quickflow testing needs to be scheduled with UAA as they are the only campus currently using Quickflows for FinAid processes.
Concern- Testing FinAid's four custom pages is behind scehdule because UA hasn't received the transformed pages from Ellucian yet. This task will be rescheduled once UA has been provided a date for receiving FinAid's custom pages.
Popselects were tested and approved within the last two weeks.
Testing is complete for baseline FinAid, Student, Finance and General pages.
The Banner 9 Wiki is now available for anyone with UA credentials to access training materials or instructional guides. As additional training materials are created at the system level, the Banner 9 wiki will be the location for distribution:
Training documents able to be located within the wiki include:
Banner Getting Started Guide 9.x.pdf
Banner 9 FAQs.pdf
Ellucian On-Demand Learning Course Selection.mp4
Ellucian Hub Sign-up.pdf
Each campus will submit tickets for issues with baseline pages discovered during testing. to Ellucian. Troubleshooting these tickets with Ellucian's assistance will be the focus for the next three weeks to identify next steps.
Concern- Testing FinAid or General custom pages is blocked until Ellucian provides UA with a date for receiving the first batch of transformed 9x pages.
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