a community of learning sungard summit 2007 | sungardsummit.com 1 leaping with luminis presented by:...

SUNGARD SUMMIT 2007 | sungardsummit.com 1

A Community of Learning

LEAPing with Luminis

Presented by: Bob CoonLuminis Technical ServicesSunGard Higher Education

March 22, 2007

Course ID 1350

2Course 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?

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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



Luminis Platform ID Creation

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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

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User ID Example - J. Smith’s

• Plus• John Smith – jsmith

• Joe Smith – jsmith1

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• Banner• John Smith – jsmith

(migrated)

• Joe Smith – jsmith1 (migrated)

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• Joshua Smith – jsmith2


(migrated)


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(migrated)


• Jonah Smith – jsmith2

Oops!



Authoritative Data Source

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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

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(migrated)



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(migrated)


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(migrated)


• Joshua Smith – jsmith2 (migrated)

• Jonah Smith – jsmith3 (migrated)

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(migrated)




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(migrated)




• Jeremy Smith – jsmith4



LEAP Issues

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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

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Begin LEAP – Only Plus

• Only Plus is live

• Only Plus is integrated with the Luminis Platform

• Only Plus is creating new Luminis Platform accounts

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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!

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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

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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

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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!

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After LEAP – only Banner

• Only Banner is live

• Only Banner is integrated with the Luminis Platform

• Only Banner is creating new Luminis Platform accounts



Approaches

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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

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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



Screen ZEK

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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: _________

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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

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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.

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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



SourcedID Issues

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SourcedID Issues

• SourcedID.source

• SourcedID.ID

• Different in Plus and Banner

• Used by WebCT!

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SourcedID Fields – Plus

<sourcedid>

<source>SunGard University SCT Plus</source>

<id>P0FKHA720HRA4HUK</id>

</sourcedid>

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SourcedID Fields – Banner

<sourcedid>

<source>SunGard University SCT Banner</source>

<id>4430</id>

</sourcedid>

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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”

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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<true/false> </path/icgorldi.xml>

• Luminis Platform, System Administration Guide, (Version E May 31, 2005)

• USING CPTOOL IMPORT IMS, Page 4.14• -u parameter

• Support Center – RN-1118

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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<true/false> </path/icgorldi.xml>

• Luminis Platform, System Administration Guide, (Version E May 31, 2005)

• USING CPTOOL IMPORT IMS, Page 4.14• -u parameter

• Support Center – RN-1118

• WebCT!

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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



Luminis Platform III.3+

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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

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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



Banner Middle Tier

Luminis Channels for Banner

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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



Plus to Banner Cut Over

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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

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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

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Plus to Banner Cut Over – Banner Changes

• Reset/Restore Unique Banner Middle Tier Setting

• Regenerate .car files

• Redeploy .car files to Luminis Server

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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

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Questions & Answers

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Thank You!

Bob CoonLuminis Technical ServicesSunGard Higher Education

[email protected]

Please complete the online class evaluation formCourse 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.

a community of learning sungard summit 2007 | sungardsummit.com 1 leaping with luminis presented by:...

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