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BannerXtenderSolutions

David CheneySunGard Higher Education

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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”

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Slumbering Celebrity

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Brush with Greatness

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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

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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

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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

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Agenda – Thursday

• System Configuration• Security (user, group & document level)• Building New Applications, Modifying Existing

Applications• Data Import• Any Follow-up training from previous sessions

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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

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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

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SunGard HE BANNER XtenderSolutions

1. Collect information

2. Manage information

3. Deliver information

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Document Management Solution Overview

• ApplicationXtender

• ScanXtender

• WebXtender

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ApplicationXtender

• Indexing• Organization• Storage• Retrieval

Cost effective and fast access to a central pool of information

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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

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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

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ScanXtender

• Scan

• View

• Store

Effective scanning module integrated with ApplicationXtender

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ScanXtender Features

• Batch Scanning

• Image Enhancement

• Move Online

• Printing and faxing

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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

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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

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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

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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

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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

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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

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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

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• 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

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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

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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

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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

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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.

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15 Minute Break

When we come back:

• Live look at ScanXtender

• Hands on Scanning

• Live look at ApplicationXtender & WebXtender

• Hands on Indexing